Funds holding Toll Brothers Inc
489 funds declare a position · 137 ETFs and 352 other funds · 5.2B $ · US8894781033
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 | 3,137,043 | 428.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,001,912 | 409.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,184,934 | 298.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,927,000 | 263M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 1,297,026 | 203.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 1,394,857 | 198.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,391,219 | 189.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,057,176 | 144.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Home Construction ETF iShares Trust | 919,047 | 125.4M $ | 5.25 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 747,269 | 106.2M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 631,361 | 99.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 614,799 | 87.4M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| Baron Real Estate Fund BARON SELECT FUNDS | 636,600 | 86.9M $ | 4.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 503,316 | 79.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 537,604 | 76.4M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| VictoryShares Free Cash Flow ETF Victory Portfolios II | 551,198 | 75.2M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 509,156 | 69.5M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 481,877 | 65.8M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 462,860 | 63.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 459,583 | 62.7M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 393,961 | 61.9M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 415,111 | 59M $ | 1.71 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 349,152 | 49.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 359,510 | 49.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 353,976 | 48.3M $ | 3.33 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 261,623 | 41.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 260,661 | 41M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 277,200 | 39.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Baron Focused Growth Fund BARON SELECT FUNDS | 285,000 | 38.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 246,730 | 33.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 204,282 | 32.1M $ | 0.91 % | as of Feb 27, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 234,941 | 32.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 223,148 | 30.5M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 219,593 | 30M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 207,662 | 29.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 180,076 | 28.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| PSF PGIM Jennison Value Portfolio Prudential Series Fund | 206,954 | 28.2M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 196,569 | 27.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 195,932 | 26.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 190,649 | 26M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 157,551 | 24.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 146,734 | 23.1M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 168,885 | 23M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | 167,692 | 22.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 142,280 | 22.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Direxion Daily Homebuilders & Supplies Bull 3X Shares Direxion Shares ETF Trust | 156,939 | 22.3M $ | 3.96 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 140,900 | 22.2M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 145,633 | 19.9M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 138,645 | 19.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 119,041 | 18.7M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 135,390 | 18.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 130,606 | 17.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 115,951 | 15.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 99,989 | 15.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Gateway Fund Gateway Trust | 103,093 | 14.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 97,718 | 13.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 101,562 | 13.9M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 87,400 | 13.7M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Select Construction and Housing Portfolio Fidelity Select Portfolios | 85,380 | 13.4M $ | 1.79 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 84,375 | 13.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 95,405 | 13M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 90,262 | 12.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 93,872 | 12.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 93,852 | 12.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 79,404 | 12.5M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 87,544 | 12.4M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 86,491 | 12.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 85,757 | 12.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 83,577 | 11.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 73,607 | 11.6M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 84,472 | 11.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 83,300 | 11.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Invesco Building & Construction ETF Invesco Exchange-Traded Fund Trust | 79,216 | 11.3M $ | 2.47 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 71,072 | 11.2M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 81,236 | 11.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 70,308 | 11.1M $ | 1.53 % | as of Feb 27, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 80,559 | 11M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 77,665 | 10.6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 75,751 | 10.3M $ | 3.54 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 69,068 | 9.8M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 68,171 | 9.7M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 66,679 | 9.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 66,415 | 9.4M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 68,342 | 9.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 56,739 | 8.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 55,747 | 8.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 63,777 | 8.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 60,700 | 8.6M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 60,492 | 8.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 53,932 | 8.5M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 62,120 | 8.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 60,581 | 8.3M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 59,777 | 8.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 59,315 | 8.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 51,304 | 8.1M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 56,618 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 51,003 | 8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 56,115 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust | 47,386 | 7.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 53,892 | 7.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 53,407 | 7.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Victory RS Large Cap Alpha Fund Victory Portfolios | 51,610 | 7M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 49,194 | 7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 44,226 | 7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 50,378 | 6.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 43,468 | 6.8M $ | 0.73 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 46,587 | 6.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 41,500 | 6.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,066 | 6.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 44,929 | 6.4M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 45,519 | 6.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 45,199 | 6.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 42,852 | 6.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 44,456 | 6.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 44,104 | 6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 37,501 | 5.9M $ | 0.54 % | as of Feb 27, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 40,952 | 5.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 40,889 | 5.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 42,311 | 5.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 36,097 | 5.7M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 38,435 | 5.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 38,336 | 5.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 39,884 | 5.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 38,073 | 5.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 37,821 | 5.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 37,758 | 5.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 36,246 | 5.2M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 36,161 | 5.1M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 37,184 | 5.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 35,353 | 5M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 36,379 | 5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 34,500 | 4.9M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,478 | 4.9M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 35,718 | 4.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 35,198 | 4.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 33,334 | 4.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 33,329 | 4.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 33,655 | 4.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 32,207 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 28,867 | 4.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 33,184 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 32,985 | 4.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 28,150 | 4.4M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 32,156 | 4.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Puritan K6 Fund Fidelity Puritan Trust | 27,889 | 4.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Clearwater Core Equity Fund Clearwater Investment Trust | 31,659 | 4.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 29,884 | 4.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 31,088 | 4.2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 26,800 | 4.2M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 30,705 | 4.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 28,893 | 4.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 28,606 | 4.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Infrastructure Capital Equity Income ETF Series Portfolios Trust | 25,431 | 4M $ | 4.26 % | as of Feb 28, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 28,800 | 3.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 27,326 | 3.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 26,683 | 3.8M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 27,680 | 3.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| SWP Growth & Income ETF Manager Directed Portfolios | 23,247 | 3.7M $ | 2.52 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 25,067 | 3.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 26,000 | 3.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 25,976 | 3.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V | 25,006 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 21,652 | 3.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 24,700 | 3.4M $ | 2.94 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 20,900 | 3.3M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 22,300 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 22,594 | 3.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 21,506 | 3.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Vaughan Nelson Mid Cap Fund Natixis Funds Trust II | 22,395 | 3.1M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 21,285 | 3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 19,198 | 3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Victory RS Value Fund Victory Portfolios | 22,100 | 3M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 21,348 | 2.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 20,379 | 2.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 20,164 | 2.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nomura Smid Cap Core Fund IVY FUNDS | 19,803 | 2.7M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 19,788 | 2.7M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| AQR Multi-Asset Fund AQR Funds | 19,481 | 2.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 19,220 | 2.6M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 18,419 | 2.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 18,326 | 2.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 18,043 | 2.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,941 | 2.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 17,919 | 2.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 17,100 | 2.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 17,455 | 2.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 16,744 | 2.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 15,039 | 2.4M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| GoodHaven Fund GoodHaven Funds Trust | 15,000 | 2.4M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | 17,278 | 2.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 17,013 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| FIS Christian Stock Fund FIS Trust | 14,685 | 2.3M $ | 2.83 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 16,688 | 2.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 15,807 | 2.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 16,024 | 2.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Catalyst Dynamic Alpha Fund MUTUAL FUND SERIES TRUST | 15,825 | 2.2M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 15,814 | 2.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 14,913 | 2.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Disciplined U.S. Equity Portfolio GLENMEDE FUND INC | 14,489 | 2.1M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 13,034 | 2M $ | 0.51 % | as of Feb 28, 2026 · Original filing |