Funds holding UnitedHealth Group Inc
1345 funds declare a position · 354 ETFs and 991 other funds · 89B $ · US91324P1021
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 28,765,947 | 7.8B $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 23,019,488 | 6.2B $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 11,527,935 | 3.4B $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 8,879,646 | 3.3B $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 11,649,929 | 3.2B $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Income Fund of America Income Fund of America | 6,269,179 | 2.3B $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 8,378,556 | 2.3B $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 8,363,915 | 2.3B $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 5,085,547 | 1.9B $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Health Care Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 6,591,912 | 1.8B $ | 4.62 % | as of Mar 31, 2026 · Original filing |
| Dodge & Cox Stock Fund Dodge & Cox Funds | 6,502,260 | 1.8B $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 6,366,821 | 1.7B $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HEALTH CARE FUND VANGUARD SPECIALIZED FUNDS | 3,895,307 | 1.4B $ | 3.92 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,107,433 | 1.4B $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 3,585,873 | 1.3B $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 4,454,483 | 1.2B $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 3,389,370 | 994M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 2,476,450 | 917.5M $ | 2.31 % | as of Apr 30, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 2,388,736 | 885M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 2,225,939 | 824.7M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 2,720,307 | 797.8M $ | 3.94 % | as of Feb 28, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,009,346 | 744.4M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Putnam Large Cap Value Fund Putnam Large Cap Value Fund | 1,922,841 | 712.4M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 1,802,147 | 667.7M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Capital Group Dividend Value ETF Capital Group Dividend Value ETF | 1,930,282 | 566.1M $ | 1.86 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 2,089,759 | 565.5M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 1,409,833 | 522.3M $ | 2.53 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | 1,918,332 | 519.1M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,904,230 | 515.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 1,386,204 | 513.6M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 1,736,786 | 509.3M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,693,819 | 496.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 1,615,307 | 473.7M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 1,561,646 | 458M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 1,640,666 | 443.9M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 1,625,079 | 439.7M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 1,562,970 | 422.9M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 1,076,420 | 398.8M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,341,540 | 393.4M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,289,935 | 378.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 1,384,663 | 374.7M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 970,113 | 359.4M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Forty Fund JANUS INVESTMENT FUND | 1,299,723 | 351.7M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | 1,297,274 | 351M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Health Sciences Fund, Inc. T. ROWE PRICE HEALTH SCIENCES FUND, INC. | 1,242,865 | 336.3M $ | 3.09 % | as of Mar 31, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 1,146,376 | 336.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,082,463 | 317.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 1,163,827 | 314.9M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,139,107 | 308.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 782,457 | 289.9M $ | 3.60 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 1,066,553 | 288.6M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,063,388 | 287.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 763,142 | 282.7M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 932,789 | 273.6M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| GMO Quality Fund GMO TRUST | 926,239 | 271.6M $ | 2.24 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 733,107 | 271.6M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 963,599 | 260.7M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 693,310 | 256.9M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price Equity Funds, Inc. | 925,026 | 250.3M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 866,489 | 234.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| AB LARGE CAP GROWTH FUND INC AB LARGE CAP GROWTH FUND INC | 629,568 | 233.2M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 792,183 | 232.3M $ | 2.05 % | as of Feb 28, 2026 · Original filing |
| New Economy Fund New Economy Fund | 791,788 | 232.2M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 791,550 | 232.1M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 841,381 | 227.7M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 835,333 | 226M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 823,929 | 222.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 591,814 | 219.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 571,801 | 211.8M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) | 567,937 | 210.4M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 762,943 | 206.4M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 751,250 | 203.3M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 543,187 | 201.2M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| BlackRock Health Sciences Opportunities Portfolio BlackRock Funds | 677,911 | 198.8M $ | 3.04 % | as of Feb 27, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 534,430 | 198M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 531,300 | 196.8M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 519,810 | 192.6M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 649,569 | 175.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Eagle Capital Select Equity ETF 2023 ETF Series Trust | 646,087 | 174.8M $ | 4.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 470,053 | 174.1M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Healthcare ETF iShares Trust | 467,413 | 173.2M $ | 6.18 % | as of Apr 30, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 579,164 | 169.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 452,218 | 167.5M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 451,200 | 167.2M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 563,892 | 165.4M $ | 2.00 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Global Life Sciences Fund JANUS INVESTMENT FUND | 601,241 | 162.7M $ | 3.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 541,698 | 158.9M $ | 1.33 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 529,295 | 155.2M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| American Funds Global Balanced Fund American Funds Global Balanced Fund | 418,419 | 155M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 417,583 | 154.7M $ | 5.42 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 526,408 | 154.4M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 565,530 | 153M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Davis New York Venture Fund DAVIS NEW YORK VENTURE FUND INC | 410,500 | 152.1M $ | 2.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 557,330 | 150.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 406,939 | 150.8M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 556,146 | 150.5M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 399,603 | 148M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 543,286 | 147M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 537,911 | 145.6M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Healthcare Providers ETF iShares Trust | 537,815 | 145.5M $ | 22.48 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 532,485 | 144.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 387,096 | 143.4M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Fundamental Large Cap Core Fund John Hancock Investment Trust | 380,418 | 140.9M $ | 2.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 476,008 | 139.6M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 373,008 | 138.2M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 509,977 | 138M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Capital Group Growth ETF Capital Group Growth ETF | 468,758 | 137.5M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 370,129 | 137.1M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 486,487 | 131.6M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 350,965 | 130M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 473,338 | 128.1M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 467,924 | 126.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 465,793 | 126M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 338,203 | 125.3M $ | 1.86 % | as of Apr 30, 2026 · Original filing |
| JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust | 461,184 | 124.8M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Contrarian Fund JANUS INVESTMENT FUND | 458,219 | 124M $ | 2.89 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 442,280 | 119.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Select Health Care Services Portfolio Fidelity Select Portfolios | 404,062 | 118.5M $ | 14.58 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 436,578 | 118.1M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 436,489 | 118.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Global Healthcare ETF iShares Trust | 435,399 | 117.8M $ | 3.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 317,647 | 117.7M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 316,018 | 117.1M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Mairs & Power Growth Fund Trust for Professional Managers | 423,007 | 114.5M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 421,617 | 114.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 305,789 | 113.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Putnam Focused Large Cap Value ETF Putnam ETF Trust | 383,363 | 112.4M $ | 1.28 % | as of Feb 27, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 412,221 | 111.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 300,676 | 111.4M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | 408,972 | 110.7M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Dodge & Cox Global Stock Fund Dodge & Cox Funds | 407,300 | 110.2M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 401,000 | 108.5M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 400,772 | 108.4M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 399,992 | 108.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 289,177 | 107.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 285,238 | 105.7M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | 388,374 | 105.1M $ | 4.12 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 280,308 | 103.8M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Invesco Equity and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 340,683 | 99.9M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| MARSHFIELD CONCENTRATED OPPORTUNITY FUND Ultimus Managers Trust | 331,254 | 97.1M $ | 7.41 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust | 261,530 | 96.9M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 357,345 | 96.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 259,793 | 96.2M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 258,254 | 95.7M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 256,791 | 95.1M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| Smead Value Fund Smead Funds Trust | 320,978 | 94.1M $ | 2.14 % | as of Feb 27, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 253,218 | 93.8M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 251,452 | 93.2M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 316,656 | 92.9M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Value Fund Legg Mason Global Asset Management Trust | 250,000 | 92.6M $ | 2.22 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 336,734 | 91.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 242,266 | 89.8M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 330,695 | 89.5M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Health Care Fund Fidelity Advisor Series VII | 235,000 | 87.1M $ | 3.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 229,372 | 85M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 228,287 | 84.6M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Capital Group Global Growth Equity ETF Capital Group Global Growth Equity ETF | 288,320 | 84.6M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| Franklin Growth Fund Franklin Custodian Funds | 310,155 | 83.9M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 283,697 | 83.2M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 223,439 | 82.8M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Select Health Care Portfolio Fidelity Select Portfolios | 280,000 | 82.1M $ | 1.33 % | as of Feb 28, 2026 · Original filing |
| GMO U.S. Quality ETF GMO ETF Trust | 277,010 | 81.2M $ | 2.33 % | as of Feb 28, 2026 · Original filing |
| Patient Opportunity Trust Advisor Managed Portfolios | 300,000 | 81.2M $ | 4.68 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 216,479 | 80.2M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 215,103 | 79.7M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 212,246 | 78.6M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| Putnam Global Health Care Fund Putnam Global Health Care Fund | 266,960 | 78.3M $ | 4.92 % | as of Feb 28, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 285,889 | 77.4M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 285,455 | 77.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 206,092 | 76.4M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Sequoia Fund Inc Sequoia Fund Inc | 277,001 | 75M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 197,036 | 73M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 247,991 | 72.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| iShares Large Cap Core Active ETF BlackRock ETF Trust | 194,394 | 72M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 262,972 | 71.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 190,740 | 70.7M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | 260,134 | 70.4M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 257,823 | 69.8M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 255,788 | 69.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Franklin Equity Income Fund Franklin Investors Securities Trust | 185,000 | 68.5M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 252,703 | 68.4M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 246,737 | 66.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 180,152 | 66.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 172,202 | 63.8M $ | 4.31 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 234,285 | 63.4M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Health Sciences Fund Prudential Sector Funds, Inc. | 214,171 | 62.8M $ | 4.31 % | as of Feb 27, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 230,555 | 62.4M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 207,391 | 60.8M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) | 163,688 | 60.6M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 222,711 | 60.3M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 220,401 | 59.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 220,400 | 59.6M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 202,229 | 59.3M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 217,785 | 58.9M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 216,453 | 58.6M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 195,603 | 57.4M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 194,673 | 57.1M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 210,515 | 57M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund American Century Capital Portfolios, Inc. | 209,694 | 56.7M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Putnam Core Equity Fund Putnam Funds Trust | 152,800 | 56.6M $ | 0.92 % | as of Apr 30, 2026 · Original filing |