Titelia

Funds holding W R Berkley Corp

582 funds declare a position · 198 ETFs and 384 other funds · 6B $ · US0844231029

Each line carries its report date. The 200 largest lines are shown.

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,069,361601.1M $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 7,570,732501.8M $0.04 %as of Mar 31, 2026 · Original filing
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 6,155,334408M $0.21 %as of Mar 31, 2026 · Original filing
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 4,143,402274.6M $2.79 %as of Mar 31, 2026 · Original filing
Fidelity 500 Index Fund Fidelity Concord Street Trust 3,820,632273.9M $0.04 %as of Feb 28, 2026 · Original filing
iShares Core S&P 500 ETF iShares Trust 3,832,368254M $0.04 %as of Mar 31, 2026 · Original filing
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,636,720174.8M $0.08 %as of Mar 31, 2026 · Original filing
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 2,485,921166.1M $0.19 %as of Apr 30, 2026 · Original filing
First Trust Capital Strength ETF First Trust Exchange-Traded Fund 2,393,270158.6M $2.02 %as of Mar 31, 2026 · Original filing
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 2,018,476133.8M $0.28 %as of Mar 31, 2026 · Original filing
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,852,770122.8M $0.35 %as of Mar 31, 2026 · Original filing
Janus Henderson Enterprise Fund JANUS INVESTMENT FUND 1,738,101115.2M $0.56 %as of Mar 31, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,673,413111.8M $0.09 %as of Apr 30, 2026 · Original filing
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,680,166111.4M $0.04 %as of Mar 31, 2026 · Original filing
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 1,173,14077.8M $0.77 %as of Mar 31, 2026 · Original filing
iShares MSCI USA Min Vol Factor ETF iShares Trust 1,151,55277M $0.34 %as of Apr 30, 2026 · Original filing
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,008,86772.3M $0.87 %as of Feb 28, 2026 · Original filing
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 1,062,27070.4M $4.91 %as of Mar 31, 2026 · Original filing
VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. 1,026,50668M $5.07 %as of Mar 31, 2026 · Original filing
MidCap Fund Principal Funds, Inc 993,43966.4M $0.26 %as of Apr 30, 2026 · Original filing
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 886,55659.2M $0.06 %as of Apr 30, 2026 · Original filing
iShares Russell Mid-Cap ETF iShares Trust 862,13657.1M $0.12 %as of Mar 31, 2026 · Original filing
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 851,42356.4M $0.52 %as of Mar 31, 2026 · Original filing
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 832,82155.7M $0.11 %as of Apr 30, 2026 · Original filing
Parnassus Mid Cap Fund Parnassus Funds 806,10353.4M $2.35 %as of Mar 31, 2026 · Original filing
Madison Mid Cap Fund MADISON FUNDS 783,07752.3M $2.93 %as of Apr 30, 2026 · Original filing
Fidelity Dividend Growth Fund Fidelity Securities Fund 758,20050.7M $0.44 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 668,38744.3M $0.21 %as of Mar 31, 2026 · Original filing
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 661,84044.2M $0.03 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 625,63241.5M $0.04 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 562,17540.3M $0.03 %as of Feb 28, 2026 · Original filing
iShares MSCI USA Quality Factor ETF iShares Trust 552,80836.9M $0.07 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 551,43136.5M $0.24 %as of Mar 31, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 506,92736.3M $0.26 %as of Feb 28, 2026 · Original filing
iShares Russell 1000 Value ETF iShares Trust 516,09034.2M $0.05 %as of Mar 31, 2026 · Original filing
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 487,85332.6M $0.16 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 480,21532.1M $0.07 %as of Apr 30, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 443,99031.8M $0.03 %as of Feb 28, 2026 · Original filing
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 445,89229.8M $0.10 %as of Apr 30, 2026 · Original filing
Fidelity Capital Appreciation Fund Fidelity Capital Trust 386,30025.8M $0.34 %as of Apr 30, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 377,44225M $0.03 %as of Mar 31, 2026 · Original filing
iShares S&P 500 Growth ETF iShares Trust 359,73923.8M $0.04 %as of Mar 31, 2026 · Original filing
Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust 345,16423.1M $1.05 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 331,93422.2M $0.06 %as of Apr 30, 2026 · Original filing
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 334,58322.2M $0.03 %as of Mar 31, 2026 · Original filing
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 307,64422.1M $0.03 %as of Feb 28, 2026 · Original filing
iShares Russell Mid-Cap Value ETF iShares Trust 324,27521.5M $0.15 %as of Mar 31, 2026 · Original filing
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 313,36820.8M $0.37 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 302,67920.2M $0.05 %as of Apr 30, 2026 · Original filing
S&P 500 Index Master Portfolio Master Investment Portfolio 277,62218.4M $0.04 %as of Mar 31, 2026 · Original filing
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 250,20316.7M $0.22 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 243,94116.2M $0.04 %as of Mar 31, 2026 · Original filing
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 222,23915.9M $0.45 %as of Feb 28, 2026 · Original filing
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 218,57415.7M $0.12 %as of Feb 28, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 210,97715.1M $0.10 %as of Feb 28, 2026 · Original filing
iShares S&P 500 Value ETF iShares Trust 221,09014.7M $0.03 %as of Mar 31, 2026 · Original filing
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 197,23514.1M $0.20 %as of Feb 28, 2026 · Original filing
Victory Income Stock Fund Victory Portfolios III 208,26813.9M $0.52 %as of Apr 30, 2026 · Original filing
VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC 203,95813.5M $3.68 %as of Mar 31, 2026 · Original filing
The Fairholme Focused Income Fund Fairholme Funds Inc 187,65013.5M $6.18 %as of Feb 27, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 189,65112.7M $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 189,12712.6M $0.01 %as of Apr 30, 2026 · Original filing
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 189,85612.6M $0.04 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 174,38912.5M $0.03 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 168,57312.1M $0.06 %as of Feb 28, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 176,10811.8M $0.03 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 172,27111.5M $0.08 %as of Apr 30, 2026 · Original filing
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 158,64611.4M $0.07 %as of Feb 28, 2026 · Original filing
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 151,83710.9M $0.04 %as of Feb 28, 2026 · Original filing
iShares MSCI USA Momentum Factor ETF iShares Trust 161,14510.8M $0.04 %as of Apr 30, 2026 · Original filing
iShares Russell 1000 ETF iShares Trust 160,55810.6M $0.02 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 160,54710.6M $0.02 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 156,83210.4M $0.71 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 154,52010.3M $0.03 %as of Apr 30, 2026 · Original filing
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 142,31110.2M $3.68 %as of Feb 28, 2026 · Original filing
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 151,92010.1M $0.21 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 151,17810M $0.03 %as of Mar 31, 2026 · Original filing
iShares Core S&P U.S. Growth ETF iShares Trust 144,7059.6M $0.04 %as of Mar 31, 2026 · Original filing
Dimensional US Large Cap Value ETF Dimensional ETF Trust 139,9339.4M $0.16 %as of Apr 30, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 137,2599.1M $0.03 %as of Mar 31, 2026 · Original filing
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 136,3449M $0.04 %as of Mar 31, 2026 · Original filing
Large Cap Index Master Portfolio Master Investment Portfolio 135,1799M $0.02 %as of Mar 31, 2026 · Original filing
iShares Core Dividend Growth ETF iShares Trust 133,5578.9M $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 123,2418.8M $0.04 %as of Feb 28, 2026 · Original filing
iShares U.S. Insurance ETF iShares Trust 132,6218.8M $2.36 %as of Mar 31, 2026 · Original filing
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 131,9368.7M $0.52 %as of Mar 31, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 120,7038.7M $0.01 %as of Feb 28, 2026 · Original filing
Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES 130,4218.6M $0.51 %as of Mar 31, 2026 · Original filing
iShares U.S. Financials ETF iShares Trust 124,7158.3M $0.24 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 125,0668.3M $0.03 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 122,0238.2M $0.10 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 111,6618M $0.03 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 114,2597.6M $1.81 %as of Mar 31, 2026 · Original filing
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 109,8507.3M $0.03 %as of Mar 31, 2026 · Original filing
iShares Core S&P U.S. Value ETF iShares Trust 109,6527.3M $0.03 %as of Mar 31, 2026 · Original filing
EQ/Janus Enterprise Portfolio EQ Advisors Trust 106,2517M $0.52 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 96,9847M $0.06 %as of Feb 28, 2026 · Original filing
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 92,2226.6M $0.08 %as of Feb 28, 2026 · Original filing
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 98,3676.6M $0.06 %as of Apr 30, 2026 · Original filing
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 98,6766.5M $0.02 %as of Mar 31, 2026 · Original filing
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 98,5346.5M $0.21 %as of Mar 31, 2026 · Original filing
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 97,7096.5M $0.16 %as of Mar 31, 2026 · Original filing
Schwab 1000 Index Fund SCHWAB INVESTMENTS 94,9806.3M $0.03 %as of Apr 30, 2026 · Original filing
VIP Index 500 Portfolio Variable Insurance Products Fund II 94,0326.2M $0.04 %as of Mar 31, 2026 · Original filing
Victory Growth & Income Fund Victory Portfolios III 91,8976.1M $0.28 %as of Apr 30, 2026 · Original filing
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 91,4566.1M $0.05 %as of Apr 30, 2026 · Original filing
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 90,2756M $0.72 %as of Apr 30, 2026 · Original filing
Fidelity Low Volatility Factor ETF Fidelity Covington Trust 89,7236M $0.43 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 89,1286M $0.05 %as of Apr 30, 2026 · Original filing
Stock Index Fund Northern Funds 89,0815.9M $0.04 %as of Mar 31, 2026 · Original filing
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 86,8195.8M $0.05 %as of Apr 30, 2026 · Original filing
JNL/Mellon S&P 500 Index Fund JNL Series Trust 86,8545.8M $0.04 %as of Mar 31, 2026 · Original filing
AQR Large Cap Defensive Style Fund AQR Funds 84,3505.6M $0.41 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 82,7085.5M $0.03 %as of Apr 30, 2026 · Original filing
iShares MSCI ACWI ETF iShares Trust 82,5385.5M $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 77,1525.2M $0.05 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 75,5155M $0.03 %as of Apr 30, 2026 · Original filing
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 75,4465M $0.03 %as of Apr 30, 2026 · Original filing
Cromwell Greenspring Mid Cap Fund Total Fund Solution 71,4154.7M $3.93 %as of Mar 31, 2026 · Original filing
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 64,0164.6M $0.04 %as of Feb 28, 2026 · Original filing
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 68,4814.6M $0.23 %as of Apr 30, 2026 · Original filing
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 68,0954.6M $0.35 %as of Apr 30, 2026 · Original filing
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 67,1184.5M $0.03 %as of Apr 30, 2026 · Original filing
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 66,8794.4M $0.04 %as of Mar 31, 2026 · Original filing
JPMorgan Equity Index Fund JPMorgan Trust II 65,8354.4M $0.04 %as of Mar 31, 2026 · Original filing
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 65,6504.4M $0.04 %as of Mar 31, 2026 · Original filing
Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST 65,1684.3M $0.51 %as of Mar 31, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 64,5324.3M $0.19 %as of Apr 30, 2026 · Original filing
Nuveen S&P 500 Index Fund TIAA-CREF Funds 64,1064.3M $0.03 %as of Apr 30, 2026 · Original filing
LargeCap S&P 500 Index Fund Principal Funds, Inc 62,7384.2M $0.03 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 62,4864.1M $0.04 %as of Mar 31, 2026 · Original filing
EQ/Equity 500 Index Portfolio EQ Advisors Trust 61,7164.1M $0.04 %as of Mar 31, 2026 · Original filing
500 Index Trust John Hancock Variable Insurance Trust 61,6004.1M $0.04 %as of Mar 31, 2026 · Original filing
DEAN MID CAP VALUE Unified Series Trust 61,3004.1M $1.65 %as of Mar 31, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 60,9954M $0.02 %as of Mar 31, 2026 · Original filing
iShares Morningstar Mid-Cap Growth ETF iShares Trust 57,5773.8M $0.11 %as of Apr 30, 2026 · Original filing
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 57,0053.8M $0.19 %as of Apr 30, 2026 · Original filing
First Trust Capital Strength Portfolio First Trust Variable Insurance Trust 57,0923.8M $1.96 %as of Mar 31, 2026 · Original filing
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 55,6053.7M $0.25 %as of Apr 30, 2026 · Original filing
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 51,6613.7M $0.04 %as of Feb 28, 2026 · Original filing
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 54,7963.7M $0.03 %as of Apr 30, 2026 · Original filing
Innovator Equity Managed Floor ETF Innovator ETFs Trust 54,5793.6M $0.22 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 48,6723.5M $0.03 %as of Feb 28, 2026 · Original filing
Victory 500 Index Fund Victory Portfolios III 51,4233.4M $0.02 %as of Apr 30, 2026 · Original filing
JNL/Mellon Financial Sector Fund JNL Series Trust 51,1833.4M $0.25 %as of Mar 31, 2026 · Original filing
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 50,5743.4M $1.22 %as of Apr 30, 2026 · Original filing
PSF Stock Index Portfolio Prudential Series Fund 50,9503.4M $0.03 %as of Mar 31, 2026 · Original filing
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 49,1063.3M $0.15 %as of Apr 30, 2026 · Original filing
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 45,2783.2M $0.20 %as of Feb 28, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,4523.2M $0.06 %as of Apr 30, 2026 · Original filing
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,0923.2M $0.30 %as of Apr 30, 2026 · Original filing
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 48,2833.2M $0.03 %as of Mar 31, 2026 · Original filing
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 46,0953.1M $0.04 %as of Mar 31, 2026 · Original filing
MetLife Stock Index Portfolio Brighthouse Funds Trust II 45,4083M $0.03 %as of Mar 31, 2026 · Original filing
Zacks Earnings Consistent Portfolio ETF Zacks Trust 41,9683M $0.97 %as of Feb 28, 2026 · Original filing
Mid Cap Fund ULTRA SERIES FUND 45,2503M $2.94 %as of Mar 31, 2026 · Original filing
Mid Cap Strategic Growth Fund VALIC Co I 41,3353M $0.27 %as of Feb 28, 2026 · Original filing
Virtus Tactical Allocation Fund Virtus Equity Trust 44,1732.9M $0.53 %as of Mar 31, 2026 · Original filing
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 40,7932.9M $0.04 %as of Feb 28, 2026 · Original filing
ActivePassive U.S. Equity ETF Trust for Professional Managers 40,2462.9M $0.13 %as of Feb 28, 2026 · Original filing
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 43,0372.9M $0.11 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 43,3092.9M $0.03 %as of Mar 31, 2026 · Original filing
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 39,7832.9M $0.56 %as of Feb 28, 2026 · Original filing
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 42,2992.8M $0.03 %as of Apr 30, 2026 · Original filing
Global Equity Fund RUSSELL INVESTMENT CO 41,5892.8M $0.07 %as of Apr 30, 2026 · Original filing
Hennessy Cornerstone Large Growth Fund Hennessy Funds Trust 39,5002.6M $1.93 %as of Apr 30, 2026 · Original filing
iShares Russell Mid-Cap Index Fund BlackRock Funds 39,0672.6M $0.11 %as of Apr 30, 2026 · Original filing
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 39,0002.6M $0.21 %as of Apr 30, 2026 · Original filing
EQ/Common Stock Index Portfolio EQ Advisors Trust 39,3002.6M $0.04 %as of Mar 31, 2026 · Original filing
iShares MSCI USA Equal Weighted ETF iShares, Inc. 36,3092.6M $0.16 %as of Feb 28, 2026 · Original filing
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 38,2212.5M $0.15 %as of Mar 31, 2026 · Original filing
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 38,0392.5M $0.05 %as of Mar 31, 2026 · Original filing
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 37,1392.5M $0.01 %as of Mar 31, 2026 · Original filing
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 36,7742.4M $0.03 %as of Mar 31, 2026 · Original filing
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 36,2732.4M $0.03 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 36,3912.4M $0.17 %as of Mar 31, 2026 · Original filing
Stock Index Fund VALIC Co I 33,4602.4M $0.04 %as of Feb 28, 2026 · Original filing
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 35,8932.4M $0.03 %as of Mar 31, 2026 · Original filing
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 35,5932.4M $0.32 %as of Mar 31, 2026 · Original filing
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 34,5652.3M $0.13 %as of Mar 31, 2026 · Original filing
The Institutional U.S. Equity Portfolio HC Capital Trust 34,3762.3M $0.08 %as of Mar 31, 2026 · Original filing
Intrepid Capital Fund Intrepid Capital Management Funds Trust 34,2452.3M $2.12 %as of Mar 31, 2026 · Original filing
Victory Value Fund Victory Portfolios III 33,4722.2M $0.16 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 33,5072.2M $0.04 %as of Mar 31, 2026 · Original filing
Equity Index Portfolio PACIFIC SELECT FUND 32,7602.2M $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 29,5792.1M $0.03 %as of Feb 28, 2026 · Original filing
GuideMark Large Cap Core Fund GPS Funds I 31,6542.1M $0.29 %as of Mar 31, 2026 · Original filing
iShares Morningstar Mid-Cap ETF iShares Trust 31,0702.1M $0.13 %as of Apr 30, 2026 · Original filing
EQUITY INDEX FUND GuideStone Funds 30,9682.1M $0.04 %as of Mar 31, 2026 · Original filing
MOA EQUITY INDEX FUND MoA Funds Corp 30,7552M $0.03 %as of Mar 31, 2026 · Original filing
Brandes U.S. Value ETF 2023 ETF Series Trust 30,5402M $0.74 %as of Mar 31, 2026 · Original filing
FIS Bright Portfolios Focused Equity ETF FIS Trust 27,7092M $1.74 %as of Feb 28, 2026 · Original filing
MML Equity Fund MML Series Investment Fund II 29,6502M $0.22 %as of Mar 31, 2026 · Original filing
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 29,5212M $0.03 %as of Mar 31, 2026 · Original filing
Horizon Multi-Factor U.S. Equity Fund Horizon Funds 26,5391.9M $0.26 %as of Feb 28, 2026 · Original filing
SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS 28,6851.9M $0.84 %as of Mar 31, 2026 · Original filing
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 28,6311.9M $0.03 %as of Mar 31, 2026 · Original filing
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,8511.8M $0.07 %as of Apr 30, 2026 · Original filing
iShares MSCI World ETF iShares, Inc. 25,0141.8M $0.03 %as of Feb 28, 2026 · Original filing
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 26,4671.8M $0.66 %as of Apr 30, 2026 · Original filing