Funds holding Primerica Inc
379 funds declare a position · 112 ETFs and 267 other funds · 3.5B $ · US74164M1080
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,056,733 | 264.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,014,827 | 254.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 735,930 | 184.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 144.3M $ | 5.52 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 465,408 | 130.9M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 468,626 | 117.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Core Fund Virtus Equity Trust | 426,287 | 106.8M $ | 5.93 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 332,591 | 93.5M $ | 1.84 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 356,207 | 89.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| FMI Common Stock Fund FMI Funds Inc | 335,000 | 83.9M $ | 4.78 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 330,165 | 82.7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 304,693 | 76.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 258,622 | 72.7M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 245,447 | 61.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 206,643 | 58.1M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 213,972 | 54.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 179,231 | 50.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 173,541 | 48.8M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 166,670 | 42.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 154,949 | 39.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 155,879 | 39M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 129,400 | 36.4M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 125,450 | 35.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 139,790 | 35M $ | 5.49 % | as of Mar 31, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 135,687 | 34M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 117,788 | 33.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 122,242 | 30.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 105,315 | 29.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 112,810 | 28.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 97,475 | 27.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Virtus KAR Small-Cap Value Fund Virtus Equity Trust | 108,596 | 27.2M $ | 4.52 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 98,340 | 24.9M $ | 1.41 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 97,700 | 24.8M $ | 1.12 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 95,409 | 23.9M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 94,382 | 23.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 83,753 | 23.6M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 83,477 | 23.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 92,911 | 23.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 89,187 | 22.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 80,400 | 22.6M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 86,181 | 21.9M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 80,765 | 20.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust | 76,954 | 19.5M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 77,256 | 19.4M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 73,883 | 18.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 63,883 | 18M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 68,041 | 17.3M $ | 1.84 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 68,013 | 17M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Select Insurance Portfolio Fidelity Select Portfolios | 65,361 | 16.6M $ | 2.47 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 58,363 | 16.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 55,194 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,100 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 59,726 | 15.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Opus Small Cap Value ETF ETF Series Solutions | 51,989 | 14.6M $ | 2.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 54,097 | 13.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 45,496 | 12.8M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 50,258 | 12.6M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 48,577 | 12.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 47,341 | 12M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 46,633 | 11.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 45,679 | 11.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 44,653 | 11.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 43,636 | 10.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 41,437 | 10.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Victory RS Partners Fund Victory Portfolios | 41,293 | 10.3M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 35,736 | 10.1M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 39,798 | 10M $ | 4.52 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 32,975 | 9.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 30,794 | 8.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 32,877 | 8.3M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 29,592 | 8.3M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 32,204 | 8.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 28,181 | 7.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 27,581 | 7.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 30,887 | 7.7M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 30,781 | 7.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 25,451 | 7.2M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 25,403 | 7.1M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 28,183 | 7.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Running Oak Efficient Growth ETF Strategic Trust | 27,085 | 6.9M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 26,161 | 6.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 24,973 | 6.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 25,287 | 6.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 24,759 | 6.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 23,535 | 6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 23,380 | 5.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 23,511 | 5.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 18,988 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 20,644 | 5.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 20,199 | 5.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,830 | 5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 17,530 | 4.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 17,484 | 4.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 19,539 | 4.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 18,500 | 4.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 18,425 | 4.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 16,563 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 17,961 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 16,895 | 4.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 15,869 | 4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 15,910 | 4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,394 | 3.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 13,408 | 3.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 14,882 | 3.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 14,844 | 3.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 12,933 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 12,858 | 3.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 14,206 | 3.6M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 12,581 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 12,289 | 3.5M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 12,250 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 12,209 | 3.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,895 | 3.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Alternative Fund JNL Series Trust | 13,192 | 3.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 12,757 | 3.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 11,285 | 3.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,212 | 3.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 11,132 | 3.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 12,469 | 3.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 10,947 | 3.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,872 | 3.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 12,031 | 3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 11,777 | 2.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 10,227 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 11,337 | 2.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,184 | 2.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 11,042 | 2.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 11,030 | 2.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 10,989 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 9,728 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LS OPPORTUNITY FUND Valued Advisers Trust | 10,700 | 2.7M $ | 2.86 % | as of Feb 28, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 10,832 | 2.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 10,435 | 2.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 10,385 | 2.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 8,621 | 2.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 9,659 | 2.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Global Small-Cap Fund Virtus Investment Trust | 9,640 | 2.4M $ | 7.06 % | as of Mar 31, 2026 · Original filing |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 8,561 | 2.4M $ | 2.56 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 9,408 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 8,471 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 9,462 | 2.4M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,330 | 2.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 8,091 | 2.3M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 9,073 | 2.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 8,016 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 8,990 | 2.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust | 8,930 | 2.2M $ | 4.49 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 8,757 | 2.2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,741 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 7,000 | 2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 7,769 | 1.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 6,871 | 1.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 7,578 | 1.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 7,368 | 1.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 7,191 | 1.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,096 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 6,300 | 1.8M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 6,979 | 1.8M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 6,290 | 1.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 6,172 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 6,068 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,745 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,409 | 1.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 5,770 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,703 | 1.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 6,083 | 1.5M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 5,482 | 1.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | 6,017 | 1.5M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 5,929 | 1.5M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 5,965 | 1.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 5,900 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 5,880 | 1.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 5,842 | 1.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 5,531 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,860 | 1.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,348 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 5,406 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 4,733 | 1.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 4,646 | 1.3M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 4,632 | 1.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 5,050 | 1.3M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 5,033 | 1.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,929 | 1.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 4,895 | 1.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 4,908 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,299 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,797 | 1.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 4,767 | 1.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 4,730 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 4,192 | 1.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 4,694 | 1.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 4,670 | 1.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Longview Advantage ETF RBB Fund Trust | 4,485 | 1.1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 4,040 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,311 | 1.1M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 4,220 | 1.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 4,227 | 1.1M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,203 | 1.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 3,719 | 1M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,665 | 1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |