Funds holding UDR Inc
508 funds declare a position · 156 ETFs and 352 other funds · 5.5B $ · US9026531049
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| American Mutual Fund American Mutual Fund | 13,935,189 | 506.4M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 11,656,233 | 423.6M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 10,409,317 | 351.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,641,271 | 258.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 7,576,349 | 255.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 5,397,101 | 182.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 4,680,727 | 170.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,827,291 | 143.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 4,239,238 | 143.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 3,773,703 | 137.1M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 3,866,742 | 130.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 3,508,959 | 118.5M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 2,893,575 | 105.2M $ | 3.21 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 2,955,363 | 99.8M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 2,546,876 | 95.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 2,486,523 | 90.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 2,647,492 | 89.4M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 2,409,291 | 87.6M $ | 3.22 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,486,578 | 84M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 2,080,492 | 78M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 2,297,117 | 77.6M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 2,066,627 | 75.1M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,829,833 | 68.6M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,697,290 | 63.6M $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,696,615 | 61.7M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,697,205 | 57.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,223,678 | 44.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,263,429 | 42.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,164,281 | 42.3M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 1,074,291 | 39M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Income Fund Fidelity Securities Fund | 1,056,279 | 38.4M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 989,635 | 33.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 950,344 | 32.1M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 880,969 | 32M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 812,043 | 30.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares Select U.S. REIT ETF iShares Trust | 798,505 | 29M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 757,483 | 25.6M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 718,251 | 24.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 662,475 | 24.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 645,092 | 23.4M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 636,786 | 21.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 562,880 | 21.1M $ | 3.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 562,182 | 21.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Baron Real Estate Fund BARON SELECT FUNDS | 618,900 | 20.9M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| iShares Residential and Multisector Real Estate ETF iShares Trust | 606,732 | 20.5M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 537,200 | 20.1M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 553,863 | 20.1M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS | 499,849 | 18.7M $ | 2.79 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 543,218 | 18.3M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 503,141 | 18.3M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 515,014 | 17.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 443,811 | 16.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 483,641 | 16.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| PGIM Global Real Estate Fund Prudential Investment Portfolios 12 | 442,558 | 16.1M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 427,340 | 15.5M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 447,863 | 15.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust | 396,525 | 14.9M $ | 2.95 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 406,264 | 14.8M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 400,000 | 14.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 378,510 | 14.2M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 382,334 | 12.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 364,318 | 12.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 358,052 | 12.1M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 328,503 | 11.9M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 317,279 | 11.9M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 352,186 | 11.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 311,324 | 11.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 343,852 | 11.6M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 296,302 | 10.8M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 292,689 | 10.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 290,471 | 10.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 289,139 | 10.5M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 308,583 | 10.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust | 255,370 | 9.6M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 278,417 | 9.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 245,747 | 8.9M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 261,200 | 8.8M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 254,329 | 8.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 224,359 | 8.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 234,847 | 7.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Real Estate Securities Fund BlackRock Funds | 215,593 | 7.8M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 231,486 | 7.8M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Long Pond Real Estate Select ETF Exchange Listed Funds Trust | 207,691 | 7.8M $ | 5.64 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. | 212,600 | 7.7M $ | 2.33 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 219,501 | 7.4M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 218,723 | 7.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 196,314 | 7.4M $ | 2.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 181,729 | 6.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 200,838 | 6.8M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 198,040 | 6.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 173,886 | 6.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 172,772 | 6.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Callodine Equity Income Series Manning & Napier Fund, Inc. | 189,195 | 6.4M $ | 2.95 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 175,441 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 187,182 | 6.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 184,292 | 6.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 178,585 | 6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 158,098 | 5.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 157,262 | 5.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 166,097 | 5.6M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 163,912 | 5.5M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC | 160,182 | 5.4M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 159,761 | 5.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 159,642 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 154,165 | 5.2M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| AB All Market Real Return Portfolio AB BOND FUND, INC. | 143,182 | 5.2M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 138,508 | 5.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 140,536 | 5.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 150,799 | 5.1M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 136,997 | 5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 133,988 | 4.9M $ | 2.17 % | as of Apr 30, 2026 · Original filing |
| Avantis Real Estate ETF American Century ETF Trust | 126,339 | 4.7M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 127,572 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 127,098 | 4.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 134,797 | 4.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Diversified Real Assets Fund John Hancock Investment Trust | 130,634 | 4.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 121,419 | 4.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 129,570 | 4.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Real Estate Securities Fund John Hancock Funds II | 116,575 | 4.4M $ | 1.89 % | as of Feb 28, 2026 · Original filing |
| CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | 129,282 | 4.4M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 126,198 | 4.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 121,494 | 4.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 106,262 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 105,902 | 3.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 111,700 | 3.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 103,679 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II | 110,620 | 3.7M $ | 2.66 % | as of Mar 31, 2026 · Original filing |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 107,287 | 3.6M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Index Fund Northern Funds | 104,611 | 3.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 95,603 | 3.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 95,329 | 3.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 100,985 | 3.4M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 100,895 | 3.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 97,419 | 3.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Baron Real Estate Income Fund BARON SELECT FUNDS | 95,832 | 3.2M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 94,983 | 3.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 84,695 | 3.2M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 91,648 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust | 84,574 | 3.1M $ | 3.13 % | as of Apr 30, 2026 · Original filing |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 90,170 | 3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 89,256 | 3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 80,015 | 3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC | 80,920 | 2.9M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | 86,433 | 2.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 83,774 | 2.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 77,481 | 2.8M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 76,152 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PGIM Select Real Estate Fund Prudential Investment Portfolios 9 | 73,999 | 2.7M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 71,522 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 68,756 | 2.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 67,798 | 2.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 74,833 | 2.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 67,129 | 2.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 68,902 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 67,716 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST | 72,586 | 2.5M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 65,271 | 2.4M $ | 2.08 % | as of Feb 28, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 63,325 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 63,236 | 2.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 67,250 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 66,451 | 2.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 66,400 | 2.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Cromwell CenterSquare Real Estate Fund Total Fund Solution | 65,680 | 2.2M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| Diversified Real Asset Fund Principal Funds, Inc | 57,710 | 2.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 59,190 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 62,294 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 61,708 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 55,584 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 56,551 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Sterling Capital Real Estate Fund Sterling Capital Funds | 60,790 | 2.1M $ | 3.46 % | as of Mar 31, 2026 · Original filing |
| Schwab Global Real Estate Fund SCHWAB INVESTMENTS | 54,235 | 2M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 53,639 | 2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 59,240 | 2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 57,861 | 2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 57,060 | 1.9M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| NEOS Real Estate High Income ETF NEOS ETF Trust | 56,953 | 1.9M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 51,658 | 1.9M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 54,469 | 1.8M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 53,955 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 53,089 | 1.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 52,936 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III | 48,938 | 1.8M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| iShares Developed Real Estate Index Fund BlackRock Funds | 48,808 | 1.8M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 50,900 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST | 48,580 | 1.6M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 47,801 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 47,025 | 1.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 43,642 | 1.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 41,807 | 1.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 46,335 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 46,048 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 42,784 | 1.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 45,833 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 42,414 | 1.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 42,849 | 1.4M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Nuveen Short-Term REIT ETF NuShares ETF Trust | 42,804 | 1.4M $ | 4.83 % | as of Mar 31, 2026 · Original filing |
| AST Large-Cap Value Portfolio Advanced Series Trust | 42,628 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 39,583 | 1.4M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Real Estate Sector Fund JNL Series Trust | 42,226 | 1.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 37,906 | 1.4M $ | 0.74 % | as of Apr 30, 2026 · Original filing |