Funds holding Unum Group
440 funds declare a position · 130 ETFs and 310 other funds · 4.5B $ · US91529Y1064
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 | 5,047,233 | 368.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,933,794 | 360.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 4,750,449 | 340.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,587,174 | 262M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,687,630 | 216M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 2,418,255 | 176.6M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,284,191 | 166.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,944,674 | 156.3M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,701,612 | 124.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,116,428 | 81.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 854,957 | 68.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 914,500 | 66.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 724,677 | 58.2M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 805,586 | 57.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 708,750 | 57M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 775,487 | 56.6M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 744,690 | 54.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 653,892 | 52.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 716,094 | 51.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 615,173 | 49.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 636,903 | 46.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 551,813 | 40.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 539,907 | 38.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 493,679 | 36.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 414,104 | 33.3M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 427,266 | 30.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 415,670 | 29.8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 355,521 | 28.6M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 389,092 | 28.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 342,656 | 27.5M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 337,016 | 27.1M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 334,199 | 26.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 302,556 | 24.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 334,366 | 24M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 278,536 | 22.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 288,039 | 20.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 250,132 | 20.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 244,551 | 19.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 270,312 | 19.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Select Insurance Portfolio Fidelity Select Portfolios | 265,700 | 19.1M $ | 2.84 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 237,100 | 19.1M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 243,062 | 17.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 240,579 | 17.6M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 238,563 | 17.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 234,369 | 17.1M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 234,318 | 16.8M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 227,452 | 16.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Gateway Fund Gateway Trust | 219,438 | 16M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 201,084 | 14.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 181,226 | 14.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Victory RS Global Fund Victory Portfolios | 192,184 | 14M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 189,600 | 13.8M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 180,481 | 13.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 153,033 | 12.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 164,011 | 12M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 144,009 | 11.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 156,840 | 11.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 153,820 | 11.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 132,644 | 10.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 145,736 | 10.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 142,640 | 10.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 142,987 | 10.3M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 125,900 | 10.1M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 134,753 | 9.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 135,466 | 9.7M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Victory Sustainable World Fund Victory Portfolios III | 133,922 | 9.6M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 131,524 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 116,784 | 9.4M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 127,887 | 9.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 124,955 | 9.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 126,824 | 9.1M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 110,824 | 8.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 120,236 | 8.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 117,566 | 8.4M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 117,336 | 8.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS | 114,350 | 8.2M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 113,517 | 8.1M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 106,929 | 7.8M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| Victory RS Large Cap Alpha Fund Victory Portfolios | 106,340 | 7.8M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 103,360 | 7.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 102,312 | 7.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 101,374 | 7.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 91,554 | 7.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 90,438 | 7.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 89,500 | 7.2M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 98,322 | 7.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 87,289 | 7M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 95,555 | 7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 94,527 | 6.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 84,709 | 6.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 94,348 | 6.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Financial Industries Fund John Hancock Investment Trust II | 83,936 | 6.7M $ | 2.51 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 82,518 | 6.6M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 80,328 | 6.5M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 89,286 | 6.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 79,445 | 6.4M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 87,345 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 79,227 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 79,024 | 6.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 85,804 | 6.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 84,137 | 6M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 74,656 | 6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 80,995 | 5.9M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 80,850 | 5.8M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 80,764 | 5.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Integrity Dividend Harvest Fund INTEGRITY FUNDS | 70,000 | 5.6M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 69,953 | 5.6M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 68,290 | 5.5M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 74,410 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 67,549 | 5.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 66,923 | 5.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 73,272 | 5.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 72,792 | 5.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 72,000 | 5.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 70,894 | 5.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 70,715 | 5.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 62,674 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 67,854 | 5M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 61,196 | 4.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 61,096 | 4.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 59,549 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Clearwater Core Equity Fund Clearwater Investment Trust | 64,544 | 4.7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 58,318 | 4.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 56,727 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 62,053 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 56,040 | 4.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 60,254 | 4.4M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 53,569 | 4.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 58,433 | 4.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 57,467 | 4.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 54,181 | 4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 54,149 | 4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 49,185 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 54,000 | 3.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 53,806 | 3.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 47,486 | 3.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 47,021 | 3.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 51,735 | 3.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 46,438 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 46,021 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 50,647 | 3.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 45,634 | 3.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| George Putnam Balanced Fund George Putnam Balanced Fund | 44,227 | 3.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 47,797 | 3.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 42,471 | 3.4M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 46,712 | 3.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 42,374 | 3.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 41,845 | 3.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 45,568 | 3.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 44,668 | 3.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 40,414 | 3.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Neuberger Core Equity ETF Neuberger Berman ETF Trust | 43,148 | 3.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 42,309 | 3.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 37,962 | 3.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 37,000 | 3M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 39,340 | 2.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 35,695 | 2.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Financial Industries Trust John Hancock Variable Insurance Trust | 38,423 | 2.8M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 39,000 | 2.8M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 34,628 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 37,706 | 2.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 37,500 | 2.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 37,500 | 2.7M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 38,049 | 2.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| FlexShares Quality Dividend Defensive Index Fund FlexShares Trust | 33,117 | 2.7M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 35,682 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 32,048 | 2.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 31,962 | 2.6M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 31,790 | 2.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 34,845 | 2.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 34,347 | 2.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 31,043 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 29,414 | 2.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 32,203 | 2.4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 28,948 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Victory RS Value Fund Victory Portfolios | 30,760 | 2.2M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Victory RS Investors Fund Victory Portfolios | 30,730 | 2.2M $ | 3.12 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 27,900 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 27,644 | 2.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,407 | 2.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,292 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 26,421 | 2.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 28,345 | 2.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 28,233 | 2.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 28,083 | 2.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 28,414 | 2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,856 | 2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 27,100 | 2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 26,859 | 2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 26,446 | 1.9M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 26,301 | 1.9M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 26,290 | 1.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 26,500 | 1.9M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 23,574 | 1.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 23,206 | 1.9M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 25,038 | 1.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust | 22,676 | 1.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 24,585 | 1.8M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 22,122 | 1.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 24,598 | 1.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |