Funds holding Principal Financial Group Inc
576 funds declare a position · 220 ETFs and 356 other funds · 6B $ · US74251V1026
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,877,399 | 619.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Income Fund of America Income Fund of America | 6,000,000 | 605.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 5,026,875 | 453M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 4,682,831 | 422M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,816,137 | 284.2M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 2,544,272 | 242.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 2,543,931 | 229.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,913,315 | 193.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,005,907 | 180.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 1,310,318 | 132.2M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,409,554 | 127M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,340,137 | 120.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,110,786 | 112.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,114,795 | 100.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 858,010 | 86.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 949,981 | 85.6M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 806,112 | 81.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 833,741 | 75.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 686,699 | 69.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 524,178 | 50M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 498,332 | 44.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 433,690 | 43.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 416,278 | 37.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 373,619 | 35.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 372,241 | 35.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 330,258 | 33.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 364,467 | 32.8M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 342,340 | 30.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 285,996 | 28.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 296,347 | 28.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 312,967 | 28.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 241,425 | 24.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 262,666 | 23.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 248,035 | 23.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 254,567 | 22.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 249,418 | 22.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 218,843 | 22.1M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 234,103 | 21.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 207,438 | 19.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 199,640 | 19M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 188,259 | 19M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 199,001 | 19M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 183,623 | 18.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 181,150 | 18.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 183,664 | 17.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 180,808 | 16.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 178,649 | 16.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 168,524 | 16.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 168,514 | 16.1M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 155,705 | 15.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 166,540 | 15M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 147,746 | 14.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| MFS Total Return Fund MFS Series Trust V | 155,038 | 14M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 154,874 | 14M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 135,079 | 12.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 129,591 | 12.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 119,971 | 12.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 126,712 | 12.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 119,171 | 12M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 117,383 | 11.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 125,172 | 11.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 124,955 | 11.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 115,881 | 11.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 121,966 | 11M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 108,252 | 10.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 113,881 | 10.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 116,884 | 10.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 102,929 | 10.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 101,215 | 10.2M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 105,626 | 10.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust | 98,699 | 10M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 98,516 | 9.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 107,082 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 95,444 | 9.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 104,012 | 9.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 96,788 | 9.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 102,352 | 9.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 88,838 | 9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 88,511 | 8.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 86,485 | 8.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 95,456 | 8.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 93,185 | 8.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 92,991 | 8.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 91,373 | 8.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 81,180 | 8.2M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 79,983 | 8.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 88,058 | 7.9M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 87,907 | 7.9M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 85,240 | 7.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 75,460 | 7.6M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 84,116 | 7.6M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 75,015 | 7.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 74,440 | 7.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 70,238 | 7.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 76,665 | 6.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 74,962 | 6.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 64,991 | 6.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 71,727 | 6.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 62,963 | 6.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 57,985 | 5.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| O'Shaughnessy Market Leaders Value Fund Advisors Series Trust | 56,277 | 5.7M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 59,369 | 5.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 55,815 | 5.6M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 62,438 | 5.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 61,621 | 5.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 54,917 | 5.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 59,911 | 5.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 59,102 | 5.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 57,924 | 5.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 50,602 | 5.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 50,427 | 5.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 50,095 | 5.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,487 | 4.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Nomura Wealth Builder Fund Delaware Group Equity Funds V | 49,970 | 4.8M $ | 0.57 % | as of Feb 27, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 48,676 | 4.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 47,970 | 4.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 44,533 | 4.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 43,460 | 4.4M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 45,804 | 4.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 43,138 | 4.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 41,747 | 4.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 41,657 | 4.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 41,656 | 4.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 44,394 | 4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 43,857 | 4M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 43,713 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 43,661 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 38,912 | 3.9M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 38,070 | 3.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 37,849 | 3.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 42,233 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MFS Total Return Series MFS VARIABLE INSURANCE TRUST | 42,118 | 3.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 41,023 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 40,978 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 36,304 | 3.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 38,010 | 3.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 39,910 | 3.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 35,370 | 3.6M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 34,832 | 3.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 36,302 | 3.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 38,347 | 3.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 38,340 | 3.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 38,269 | 3.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 33,518 | 3.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 36,996 | 3.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan High Dividend Stock ETF Timothy Plan | 36,789 | 3.3M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 34,027 | 3.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 31,418 | 3.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 33,135 | 3.2M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 33,071 | 3.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 33,100 | 3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 31,114 | 3M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 32,175 | 2.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 28,274 | 2.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Equity Factor ETF iShares Trust | 27,951 | 2.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 30,800 | 2.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 30,575 | 2.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 27,267 | 2.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 30,149 | 2.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 29,769 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 29,433 | 2.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 27,284 | 2.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Global Equity Fund RUSSELL INVESTMENT CO | 24,493 | 2.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,384 | 2.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 24,222 | 2.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 23,753 | 2.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 26,311 | 2.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 23,400 | 2.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 24,431 | 2.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,409 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 24,876 | 2.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 24,669 | 2.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 23,903 | 2.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 21,325 | 2.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 23,737 | 2.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund VALIC Co I | 22,334 | 2.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 21,023 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| DEAN EQUITY INCOME FUND Unified Series Trust | 22,737 | 2M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 21,281 | 2M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| The U.S. Equity Portfolio HC Capital Trust | 22,534 | 2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MFS Low Volatility Equity Fund MFS SERIES TRUST I | 21,244 | 2M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust | 19,924 | 2M $ | 1.97 % | as of Apr 30, 2026 · Original filing |
| Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 22,113 | 2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 21,610 | 1.9M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 19,186 | 1.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Equity Index Portfolio PACIFIC SELECT FUND | 21,356 | 1.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 18,964 | 1.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend ETF iShares Trust | 18,856 | 1.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II | 18,752 | 1.9M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| MOA EQUITY INDEX FUND MoA Funds Corp | 20,421 | 1.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,106 | 1.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| AAM S&P 500 High Dividend Value ETF ETF Series Solutions | 17,981 | 1.8M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX FUND GuideStone Funds | 19,881 | 1.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 19,602 | 1.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World ETF iShares, Inc. | 17,990 | 1.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,583 | 1.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Donoghue Forlines Momentum VIT Fund Northern Lights Variable Trust | 18,376 | 1.7M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 18,084 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MML Equity Fund MML Series Investment Fund II | 17,600 | 1.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 17,410 | 1.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |