Funds holding United Parcel Service Inc
799 funds declare a position · 264 ETFs and 535 other funds · 21.4B $ · US9113121068
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 22,815,267 | 2.6B $ | 3.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 23,618,805 | 2.3B $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 18,779,089 | 1.8B $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 9,404,567 | 1.1B $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 9,504,416 | 935M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 6,879,234 | 676.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 4,801,233 | 556.8M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Victory Pioneer Fund Victory Portfolios IV | 4,236,389 | 416.8M $ | 4.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,166,842 | 409.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 4,145,573 | 407.8M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 2,891,347 | 314.6M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Pacer US Cash Cows 100 ETF Pacer Funds Trust | 2,814,522 | 306.2M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 2,492,056 | 245.2M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 2,264,641 | 222.8M $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 1,923,378 | 209.3M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,673,606 | 182.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,640,556 | 178.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,730,340 | 170.2M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 1,525,000 | 165.9M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 1,686,277 | 165.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 1,664,377 | 163.7M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Income Fund of America Income Fund of America | 1,500,000 | 163.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,381,782 | 160.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,553,397 | 152.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 1,348,221 | 146.7M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 1,444,970 | 142.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 1,404,000 | 138.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 1,175,900 | 136.4M $ | 1.65 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 1,364,000 | 134.2M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 1,220,609 | 132.8M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,094,297 | 126.9M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 1,275,082 | 125.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 1,137,900 | 123.8M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 988,625 | 107.6M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 920,482 | 100.1M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 857,129 | 99.4M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 849,218 | 98.5M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 842,885 | 97.7M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Transportation ETF iShares Trust | 839,221 | 91.3M $ | 4.50 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 926,545 | 91.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 760,331 | 88.2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 873,237 | 85.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 870,120 | 85.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 797,690 | 78.5M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 662,898 | 76.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 700,200 | 76.2M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 638,199 | 69.4M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 694,279 | 68.3M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Pacer Global Cash Cows Dividend ETF Pacer Funds Trust | 617,739 | 67.2M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 611,615 | 66.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 671,630 | 66.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 586,200 | 63.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 622,560 | 61.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 556,900 | 60.6M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| First Trust Nasdaq Transportation ETF First Trust Exchange-Traded Fund VI | 590,948 | 58.1M $ | 6.93 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 577,700 | 56.8M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 521,173 | 56.7M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 522,379 | 51.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 441,768 | 51.2M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 430,369 | 49.9M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Franklin Income Fund Franklin Custodian Funds | 500,000 | 49.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 441,984 | 48.1M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 436,466 | 47.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 434,227 | 47.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 431,513 | 46.9M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 417,446 | 45.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 461,171 | 45.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 389,588 | 45.2M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 412,500 | 44.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 383,946 | 44.5M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 381,670 | 44.3M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| Select Transportation Portfolio Fidelity Select Portfolios | 381,526 | 44.2M $ | 8.56 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 438,568 | 43.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 426,440 | 42M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 383,629 | 41.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 418,867 | 41.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 349,233 | 40.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Victory Pioneer Core Equity Fund Victory Portfolios IV | 409,633 | 40.3M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 370,235 | 40.3M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 358,387 | 35.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Amana Income Fund Amana Mutual Funds Trust | 300,000 | 34.8M $ | 1.54 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 347,916 | 34.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 347,718 | 34.2M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 313,810 | 34.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 343,072 | 33.8M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 342,385 | 33.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 303,335 | 33M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 298,541 | 32.5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 326,318 | 32.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 284,172 | 30.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust | 302,991 | 29.8M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 268,373 | 29.2M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 249,700 | 29M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| ALPS Sector Dividend Dogs ETF ALPS ETF TRUST | 249,456 | 28.9M $ | 2.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 254,866 | 27.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND | 237,767 | 27.6M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 276,996 | 27.3M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Equity Income Fund Victory Portfolios IV | 249,478 | 27.1M $ | 3.39 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 275,336 | 27.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 269,391 | 26.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 228,133 | 26.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 236,872 | 25.8M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 235,253 | 25.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 259,700 | 25.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 234,280 | 25.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 231,163 | 25.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 221,158 | 24.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 219,178 | 23.8M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 205,247 | 23.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 238,838 | 23.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 233,232 | 22.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 205,137 | 22.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 200,815 | 21.8M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 210,808 | 20.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 210,418 | 20.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SOUND SHORE FUND SOUND SHORE FUND, INC. | 210,415 | 20.7M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 187,123 | 20.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 206,620 | 20.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 184,546 | 20.1M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity High Dividend ETF Fidelity Covington Trust | 181,825 | 19.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 199,650 | 19.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 169,107 | 19.6M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 177,174 | 19.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Franklin Managed Income Fund Franklin Investors Securities Trust | 175,000 | 19M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 190,075 | 18.7M $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 160,677 | 18.6M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 159,405 | 18.5M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Growth and Income Series Delaware VIP Trust | 186,644 | 18.4M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 168,542 | 18.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 160,709 | 17.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 159,400 | 17.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 175,884 | 17.3M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 155,606 | 16.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 145,200 | 16.8M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 165,466 | 16.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 165,439 | 16.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 148,261 | 16.1M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 163,286 | 16.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 160,766 | 15.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 133,793 | 15.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 156,824 | 15.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust | 131,838 | 15.3M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 153,070 | 15.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 151,631 | 14.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 134,730 | 14.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 125,428 | 14.5M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 131,911 | 14.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 145,559 | 14.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 122,612 | 14.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Global X SuperDividend U.S. ETF GLOBAL X FUNDS | 129,625 | 14.1M $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 143,245 | 14.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 120,189 | 13.9M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust | 139,000 | 13.7M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| TCW Relative Value Large Cap Fund TCW FUNDS INC | 124,338 | 13.5M $ | 2.44 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust | 122,520 | 13.3M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| EIC Value Fund FundVantage Trust | 122,205 | 13.3M $ | 3.56 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 132,952 | 13.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. | 128,861 | 12.7M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 128,169 | 12.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 115,675 | 12.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Value Fund American Century Capital Portfolios, Inc. | 126,333 | 12.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 125,000 | 12.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 112,628 | 12.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 112,608 | 12.3M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 110,509 | 12M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Top 200 Value ETF iShares Trust | 121,533 | 12M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 121,500 | 12M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 120,830 | 11.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 119,751 | 11.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Pro-Blend Maximum Term Series Manning & Napier Fund, Inc. | 108,049 | 11.8M $ | 2.86 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 101,103 | 11.7M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 104,500 | 11.4M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 103,971 | 11.3M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 95,761 | 11.1M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 112,622 | 11.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II | 112,183 | 11M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 111,838 | 11M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 96,750 | 10.5M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Disciplined Value Fund Victory Portfolios IV | 89,888 | 10.4M $ | 2.46 % | as of Feb 28, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 105,262 | 10.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 93,368 | 10.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 92,042 | 10M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| JNL/Morningstar Wide Moat Index Fund JNL Series Trust | 101,264 | 10M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Polen Dividend Income ETF Elevation Series Trust | 99,936 | 9.8M $ | 4.24 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 99,125 | 9.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund VALIC Co I | 83,765 | 9.7M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 97,287 | 9.6M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 94,824 | 9.3M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Franklin Global Allocation Fund Franklin Fund Allocator Series | 94,462 | 9.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Global Shareholder Yield Fund John Hancock Funds III | 94,122 | 9.3M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| iShares Global Industrials ETF iShares Trust | 94,043 | 9.3M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Large Cap Core ETF Fidelity Covington Trust | 84,482 | 9.2M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 93,215 | 9.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Cullen High Dividend Equity Fund Cullen Funds Trust | 92,550 | 9.1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 90,805 | 8.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 90,373 | 8.9M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX FUND GuideStone Funds | 89,820 | 8.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 79,869 | 8.7M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 87,350 | 8.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Miller Income Fund Advisor Managed Portfolios | 86,600 | 8.5M $ | 4.95 % | as of Mar 31, 2026 · Original filing |