Funds holding Sirius XM Holdings Inc
256 funds declare a position · 84 ETFs and 172 other funds · 1.1B $ · US8299331004
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 | 5,877,703 | 135.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 4,245,496 | 98M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,703,559 | 62.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,996,044 | 53.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,088,174 | 48.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Procure Space ETF Procure ETF Trust II | 1,403,568 | 37.8M $ | 5.05 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 1,320,277 | 35.6M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Vistashares Target 15 Berkshire Select Income ETF Tidal Trust III | 1,199,112 | 32.3M $ | 4.32 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 1,121,076 | 25.9M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,000,158 | 22M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 747,761 | 20.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 703,081 | 18.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 724,721 | 16.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 615,694 | 16.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND | 736,816 | 16.2M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Multi Cap Equity Fund Weitz Funds | 650,000 | 15M $ | 3.15 % | as of Mar 31, 2026 · Original filing |
| Partners III Opportunity Fund Weitz Funds | 630,000 | 14.5M $ | 4.63 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 525,248 | 14.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 510,248 | 11.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 396,547 | 10.7M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 381,829 | 10.3M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 441,573 | 10.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 432,356 | 10M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 317,268 | 8.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 353,541 | 7.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 332,142 | 7.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 281,847 | 7.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 339,146 | 7.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 338,191 | 7.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 258,438 | 7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 272,306 | 6.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 280,719 | 6.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 247,684 | 5.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 206,246 | 5.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 236,023 | 5.4M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 197,102 | 5.3M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST | 196,386 | 5.3M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 193,200 | 5.2M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 179,840 | 4.8M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 179,818 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 176,543 | 4.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 172,271 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 202,703 | 4.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 191,100 | 4.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 162,397 | 4.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 188,732 | 4.4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 159,456 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 194,731 | 4.3M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 193,584 | 4.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 157,775 | 4.3M $ | 1.60 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 151,076 | 4.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 172,923 | 4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 172,828 | 4M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 164,053 | 3.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 170,424 | 3.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| PIMCO RAE US Fund PIMCO Equity Series | 159,632 | 3.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 135,688 | 3.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 157,850 | 3.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 119,499 | 3.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 139,200 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 134,794 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 133,000 | 3.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 132,099 | 3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 112,235 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 117,117 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Inspire Capital Appreciation ETF Northern Lights Fund Trust IV | 122,733 | 2.7M $ | 3.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 97,850 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 114,200 | 2.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Asset Fund Gabelli Asset Fund | 112,398 | 2.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 110,486 | 2.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 110,065 | 2.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 103,535 | 2.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 99,091 | 2.3M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS | 99,000 | 2.3M $ | 5.30 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 97,033 | 2.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 95,641 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 94,376 | 2.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 99,089 | 2.2M $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 98,855 | 2.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 77,171 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 77,087 | 2.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 93,920 | 2.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 89,160 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 75,593 | 2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 88,222 | 2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 74,127 | 2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 84,200 | 1.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 87,697 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust | 67,744 | 1.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 66,445 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 66,031 | 1.8M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 65,876 | 1.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 71,686 | 1.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 71,462 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 60,640 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 73,967 | 1.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 67,297 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 56,150 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 64,893 | 1.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 61,425 | 1.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 60,600 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 60,300 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| BRUCE FUND Bruce Fund, Inc. | 55,784 | 1.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 46,763 | 1.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 52,896 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 52,671 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 51,235 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 42,600 | 1.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| WBI Power Factor High Dividend ETF Absolute Shares Trust | 48,770 | 1.1M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 48,676 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 47,454 | 1.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 40,289 | 1.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 1290 GAMCO Small/Mid Cap Value Fund 1290 Funds | 40,000 | 1.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Tweedy, Browne Insider + Value ETF RBB Fund Trust | 46,881 | 1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 38,038 | 1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 44,268 | 1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 46,316 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AB US High Dividend ETF AB Active ETFs, Inc. | 46,238 | 1M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 37,359 | 1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 37,090 | 999.2K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 42,579 | 982.7K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 36,150 | 973.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 35,646 | 960.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 33,139 | 892.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 39,995 | 878.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 32,365 | 871.9K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 30,360 | 817.9K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 35,100 | 810.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 29,599 | 797.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 28,023 | 754.9K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 32,267 | 744.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 27,205 | 732.9K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 26,839 | 723K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 32,047 | 703.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Gotham 1000 Value ETF Tidal Trust I | 29,851 | 689K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 29,297 | 676.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 24,846 | 669.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 24,627 | 663.5K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 28,404 | 655.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Communication Services Sector Fund JNL Series Trust | 27,515 | 635K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 28,654 | 629.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,310 | 628K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 26,370 | 608.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend ETF iShares Trust | 22,092 | 595.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 24,718 | 570.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 25,586 | 561.9K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,618 | 555.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco High Yield Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 25,000 | 549K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| TSW Large Cap Value Fund Perpetual Americas Funds Trust | 23,633 | 545.4K $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 23,466 | 541.6K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Ancora Income Fund ANCORA TRUST | 22,500 | 519.3K $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| The MidCap Value Fund COMMERCE FUNDS | 18,965 | 510.9K $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 20,387 | 470.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 16,953 | 456.7K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 19,247 | 422.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 16,700 | 366.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,692 | 362.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 16,125 | 354.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 13,128 | 353.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 15,202 | 350.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,761 | 343.8K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,579 | 342.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 14,651 | 338.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Global X U.S. Cash Flow Kings 100 ETF GLOBAL X FUNDS | 15,390 | 338K $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 14,493 | 334.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 14,422 | 316.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 12,697 | 293K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AST Preservation Asset Allocation Portfolio Advanced Series Trust | 12,200 | 281.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Harbor Long-Short Equity ETF Harbor ETF Trust | 10,371 | 279.4K $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| Meridian Hedged Equity Fund Meridian Fund Inc | 11,515 | 265.8K $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 11,372 | 262.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 9,400 | 253.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 9,231 | 248.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 10,645 | 245.7K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 10,862 | 238.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,206 | 235.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 9,800 | 226.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 8,329 | 224.4K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 9,477 | 218.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Dow Jones U.S. ETF iShares Trust | 8,073 | 217.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 9,403 | 217K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 7,563 | 174.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 7,812 | 171.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 7,217 | 166.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 6,104 | 164.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,074 | 163.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 7,377 | 162K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Value Equity Index Fund GuideStone Funds | 7,015 | 161.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,922 | 159.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 5,671 | 152.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 6,546 | 143.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 6,057 | 139.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 6,035 | 139.3K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| AQR Trend Total Return Fund AQR Funds | 5,789 | 133.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,992 | 131.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 5,535 | 127.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 5,286 | 122K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 5,035 | 116.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 4,668 | 107.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 4,500 | 103.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |