Funds holding Watsco Inc
446 funds declare a position · 145 ETFs and 301 other funds · 7B $ · US9426222009
Other lines from the same issuer : Watsco Inc (US9426221019)
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 1,672,366 | 732.2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 1,548,543 | 678M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 1,078,139 | 449.9M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,156,317 | 420.7M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,112,011 | 404.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 805,267 | 292.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 619,524 | 271.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 566,860 | 248.2M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 466,541 | 169.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 450,573 | 163.9M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 375,462 | 156.7M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Income Fund of America Income Fund of America | 339,018 | 148.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 389,989 | 141.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 236,084 | 85.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 196,073 | 85.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 198,375 | 82.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 182,944 | 76.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 170,614 | 74.7M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 200,000 | 72.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 153,790 | 67.3M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 177,438 | 64.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 170,619 | 62.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 137,048 | 60M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 128,907 | 56.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 131,971 | 55.1M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 119,900 | 50M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 113,492 | 49.7M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 132,718 | 48.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 131,328 | 47.8M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 126,997 | 46.2M $ | 3.22 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 94,800 | 39.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 94,426 | 39.4M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 87,861 | 36.7M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 95,858 | 34.9M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 95,381 | 34.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 69,966 | 30.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 83,255 | 30.3M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| BBH Select Mid Cap ETF BBH Trust | 68,654 | 30.1M $ | 5.77 % | as of Apr 30, 2026 · Original filing |
| ALPS Sector Dividend Dogs ETF ALPS ETF TRUST | 71,000 | 29.6M $ | 2.14 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 79,974 | 29.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 78,829 | 28.7M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 65,566 | 27.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Virtus KAR Small-Cap Value Fund Virtus Equity Trust | 70,384 | 25.6M $ | 4.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 53,168 | 22.2M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 51,738 | 21.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nomura Mid Cap Income Opportunities Fund IVY FUNDS | 57,453 | 20.9M $ | 2.90 % | as of Mar 31, 2026 · Original filing |
| DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | 56,914 | 20.7M $ | 2.74 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 56,500 | 20.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 53,700 | 19.5M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 43,144 | 18.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 50,266 | 18.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 43,280 | 18.1M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 39,959 | 16.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 43,961 | 16M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 41,845 | 15.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 41,700 | 15.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| CONESTOGA SMID CAP FUND Conestoga Funds | 41,265 | 15M $ | 3.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 35,759 | 14.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 33,994 | 14.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 34,222 | 14.3M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| Heartland Mid Cap Value Fund HEARTLAND GROUP INC. | 39,135 | 14.2M $ | 3.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 33,800 | 14.1M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust | 36,460 | 13.3M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 30,236 | 13.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 35,239 | 12.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 28,139 | 12.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dearborn Partners Rising Dividend Fund Trust for Professional Managers | 29,418 | 12.3M $ | 2.17 % | as of Feb 28, 2026 · Original filing |
| Motley Fool Global Opportunities ETF RBB Fund, Inc. | 29,155 | 12.2M $ | 3.35 % | as of Feb 28, 2026 · Original filing |
| NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS | 27,763 | 12.2M $ | 3.34 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 28,771 | 12M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 28,425 | 11.9M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 26,671 | 11.1M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust | 24,940 | 10.9M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,771 | 10.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 29,780 | 10.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 25,753 | 10.7M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,193 | 10.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 28,627 | 10.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 24,248 | 10.1M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 22,497 | 9.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 24,784 | 9M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 20,548 | 9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 24,692 | 9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. | 21,000 | 8.8M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,435 | 8.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 23,292 | 8.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,197 | 8.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 19,236 | 8.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 18,559 | 8.1M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 21,994 | 8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 18,187 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 18,012 | 7.9M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 18,461 | 7.7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 21,085 | 7.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 17,196 | 7.5M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 17,016 | 7.5M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Global Shareholder Yield Fund John Hancock Funds III | 20,433 | 7.4M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 16,613 | 7.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 19,671 | 7.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 19,657 | 7.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 16,874 | 7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Running Oak Efficient Growth ETF Strategic Trust | 16,135 | 6.7M $ | 1.74 % | as of Feb 28, 2026 · Original filing |
| AVE MARIA VALUE FUND Schwartz Investment Trust | 17,400 | 6.3M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 14,155 | 6.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 14,122 | 6.2M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 14,038 | 6.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,722 | 6.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 16,243 | 5.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 16,220 | 5.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 13,360 | 5.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 13,302 | 5.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 12,599 | 5.5M $ | 2.10 % | as of Apr 30, 2026 · Original filing |
| Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST | 14,838 | 5.4M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 14,725 | 5.4M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 14,619 | 5.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 12,144 | 5.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | 14,415 | 5.2M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 14,342 | 5.2M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS | 11,129 | 4.9M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 11,044 | 4.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 11,029 | 4.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 13,165 | 4.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 12,994 | 4.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 10,377 | 4.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 12,405 | 4.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,243 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,041 | 4.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 12,036 | 4.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 11,853 | 4.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Equity Income Fund Virtus Equity Trust | 11,826 | 4.3M $ | 2.66 % | as of Mar 31, 2026 · Original filing |
| DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | 11,792 | 4.3M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 9,695 | 4.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| CIBC ATLAS EQUITY INCOME FUND ADVISORS' INNER CIRCLE FUND | 9,376 | 4.1M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 11,200 | 4.1M $ | 3.56 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 9,591 | 4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Brown Advisory Flexible Equity Fund Brown Advisory Funds | 10,941 | 4M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 8,893 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 8,732 | 3.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 10,499 | 3.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,228 | 3.7M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 8,450 | 3.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 8,130 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST | 8,000 | 3.5M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 9,500 | 3.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 9,342 | 3.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,739 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 7,732 | 3.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 7,958 | 3.3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 7,882 | 3.3M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,630 | 3.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,547 | 3.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 8,562 | 3.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 8,500 | 3.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 8,484 | 3.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust | 6,978 | 3.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 6,823 | 3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 6,800 | 3M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 8,111 | 3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 6,661 | 2.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,616 | 2.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 7,900 | 2.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 7,869 | 2.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA VALUE FOCUSED FUND Schwartz Investment Trust | 7,785 | 2.8M $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 7,600 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 6,285 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 7,485 | 2.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 7,478 | 2.7M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust | 6,189 | 2.7M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| abrdn U.S. Sustainable Leaders Fund abrdn Funds | 6,160 | 2.7M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 7,409 | 2.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Transamerica Sustainable Equity Income TRANSAMERICA FUNDS | 6,037 | 2.6M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 5,998 | 2.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 5,972 | 2.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan High Dividend Stock ETF Timothy Plan | 7,149 | 2.6M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 5,947 | 2.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,797 | 2.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,513 | 2.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 6,494 | 2.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Harbor Dividend Growth Leaders ETF Harbor ETF Trust | 5,362 | 2.3M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 6,434 | 2.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,313 | 2.3M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,356 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 5,497 | 2.3M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 6,276 | 2.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,259 | 2.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 5,916 | 2.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 4,901 | 2.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 5,874 | 2.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 4,838 | 2.1M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 5,020 | 2.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust | 5,648 | 2.1M $ | 4.12 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 5,648 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,666 | 2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Riverbridge Growth Fund INVESTMENT MANAGERS SERIES TRUST | 4,833 | 2M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 4,810 | 2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 5,507 | 2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Equity Income Series Virtus Variable Insurance Trust | 5,474 | 2M $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 4,449 | 1.9M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 4,400 | 1.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,608 | 1.9M $ | 0.22 % | as of Feb 28, 2026 · Original filing |