Funds holding Southwest Airlines Co
637 funds declare a position · 188 ETFs and 449 other funds · 8.6B $ · US8447411088
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 25,052,878 | 941.2M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Putnam Large Cap Value Fund Putnam Large Cap Value Fund | 19,034,343 | 721.8M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 15,611,642 | 586.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 12,479,085 | 468.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 10,610,563 | 398.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 6,581,461 | 324.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 8,459,559 | 317.8M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Putnam Focused Large Cap Value ETF Putnam ETF Trust | 5,470,579 | 269.5M $ | 3.08 % | as of Feb 27, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 6,318,322 | 237.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 5,629,089 | 211.5M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,545,156 | 170.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 4,034,608 | 153M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 3,773,000 | 141.8M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 2,866,734 | 141.2M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,193,858 | 120M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 3,101,420 | 116.5M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,772,220 | 104.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,756,139 | 103.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 2,143,256 | 80.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST | 1,578,933 | 77.8M $ | 2.68 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,827,315 | 69.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,758,318 | 66.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Columbia Select Large Cap Value Fund Columbia Funds Series Trust II | 1,323,646 | 65.2M $ | 2.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,706,700 | 64.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| U.S. Global Jets ETF ETF Series Solutions | 1,668,355 | 62.7M $ | 9.59 % | as of Mar 31, 2026 · Original filing |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 1,650,760 | 62.6M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 1,579,920 | 59.9M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 1,531,250 | 58.1M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Transportation ETF iShares Trust | 1,425,647 | 54.1M $ | 2.67 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 966,621 | 47.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Putnam Core Equity Fund Putnam Funds Trust | 1,230,286 | 46.7M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II | 1,173,297 | 44.1M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 1,157,542 | 43.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 1,140,297 | 43.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,109,143 | 41.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,083,478 | 41.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,032,889 | 38.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 1,024,736 | 38.5M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Putnam VT Large Cap Value Fund Putnam Variable Trust | 1,016,878 | 38.2M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 765,734 | 37.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 723,437 | 35.6M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 943,821 | 35.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust | 717,834 | 35.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 847,739 | 31.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 627,400 | 30.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 796,050 | 29.9M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 768,034 | 28.9M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 743,209 | 28.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 742,145 | 28.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 541,272 | 26.7M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 531,763 | 26.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 686,140 | 25.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 681,522 | 25.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Empower Large Cap Value Fund EMPOWER FUNDS, INC. | 670,170 | 25.2M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 650,395 | 24.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 474,571 | 23.4M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 619,985 | 23.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AST Large-Cap Value Portfolio Advanced Series Trust | 603,975 | 22.7M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 593,548 | 22.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 578,505 | 21.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SOUND SHORE FUND SOUND SHORE FUND, INC. | 576,955 | 21.7M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 576,809 | 21.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 435,776 | 21.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Value Portfolio PACIFIC SELECT FUND | 546,371 | 20.5M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 534,671 | 20.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 537,707 | 20.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 373,000 | 18.4M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| Calamos Phineus Long/Short Fund CALAMOS INVESTMENT TRUST/IL | 482,500 | 18.3M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| Domestic Equity Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 474,020 | 17.8M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 447,758 | 16.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 433,023 | 16.4M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 327,259 | 16.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Equity Growth Fund Fidelity Advisor Series I | 326,800 | 16.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 421,558 | 15.8M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Transportation ETF First Trust Exchange-Traded Fund VI | 414,413 | 15.6M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 413,814 | 15.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 300,423 | 14.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 388,989 | 14.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 387,333 | 14.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 294,190 | 14.5M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 370,974 | 14.1M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 273,303 | 13.5M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 250,618 | 12.3M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 328,335 | 12.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 324,925 | 12.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 322,780 | 12.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 318,032 | 12.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 317,694 | 11.9M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 239,949 | 11.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 301,833 | 11.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 303,633 | 11.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Growth Portfolio Variable Insurance Products Fund | 302,662 | 11.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Select Transportation Portfolio Fidelity Select Portfolios | 230,225 | 11.3M $ | 2.20 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust | 295,203 | 11.2M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 294,573 | 11.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 288,473 | 10.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 281,429 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 279,795 | 10.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 276,001 | 10.5M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 276,569 | 10.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 255,560 | 9.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 249,298 | 9.4M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 235,960 | 8.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 232,968 | 8.8M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 228,528 | 8.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 226,255 | 8.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Value Fund American Century Capital Portfolios, Inc. | 221,172 | 8.3M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 203,056 | 7.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Equity Income Trust John Hancock Variable Insurance Trust | 202,120 | 7.6M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 153,827 | 7.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 195,472 | 7.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 195,008 | 7.3M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 194,957 | 7.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 191,764 | 7.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 184,659 | 6.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund John Hancock Funds II | 140,669 | 6.9M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 178,658 | 6.7M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 169,858 | 6.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| SA Columbia Focused Value Portfolio SEASONS SERIES TRUST | 169,403 | 6.4M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 167,691 | 6.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Discovery Fund Fidelity Hastings Street Trust | 165,600 | 6.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 161,700 | 6.1M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 122,866 | 6.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 159,312 | 6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST | 160,680 | 6M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 157,036 | 6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 157,011 | 6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Heartland Mid Cap Value Fund HEARTLAND GROUP INC. | 156,064 | 5.9M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 118,500 | 5.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 155,069 | 5.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 153,904 | 5.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 149,022 | 5.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 146,890 | 5.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 144,061 | 5.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 106,987 | 5.3M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 138,662 | 5.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 137,918 | 5.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 136,385 | 5.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II | 137,601 | 5.2M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 134,466 | 5.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 134,264 | 5M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 132,138 | 5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 132,272 | 5M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | 130,516 | 4.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 127,397 | 4.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 125,901 | 4.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 124,409 | 4.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 120,133 | 4.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 116,114 | 4.4M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 115,002 | 4.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 113,836 | 4.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| HCM Sector Plus Fund NORTHERN LIGHTS FUND TRUST III | 113,737 | 4.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 112,306 | 4.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 109,596 | 4.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 108,561 | 4.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 107,481 | 4.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| MML Equity Income Fund MML SERIES INVESTMENT FUND | 105,351 | 4M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 80,012 | 3.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 103,454 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 104,057 | 3.9M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 78,368 | 3.9M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 100,977 | 3.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 101,769 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 77,020 | 3.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 100,581 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 98,097 | 3.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 97,449 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 96,149 | 3.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| George Putnam Balanced Fund George Putnam Balanced Fund | 93,614 | 3.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 71,387 | 3.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 92,906 | 3.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 70,082 | 3.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 90,033 | 3.4M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 89,456 | 3.4M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 88,196 | 3.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 67,760 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 86,692 | 3.3M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Mid-Cap Growth Portfolio PACIFIC SELECT FUND | 86,147 | 3.2M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 85,135 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust | 84,650 | 3.2M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Olstein All Cap Value Fund Managed Portfolio Series | 84,000 | 3.2M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 83,973 | 3.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 82,937 | 3.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 80,763 | 3.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 62,099 | 3.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 78,535 | 3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 76,077 | 2.9M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 74,876 | 2.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund VALIC Co I | 56,902 | 2.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 73,368 | 2.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 73,300 | 2.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 54,795 | 2.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 70,086 | 2.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 68,832 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX FUND GuideStone Funds | 69,304 | 2.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust | 68,135 | 2.6M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Global Allocation Fund JPMorgan Trust I | 66,792 | 2.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 64,900 | 2.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 65,460 | 2.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Value Advantage Portfolio PACIFIC SELECT FUND | 65,336 | 2.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |