Funds holding WEC Energy Group Inc
675 funds declare a position · 216 ETFs and 459 other funds · 13.4B $ · US92939U1060
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 | 10,343,903 | 1.2B $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 8,271,745 | 957.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 7,029,872 | 813.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 5,583,545 | 646.4M $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 4,186,113 | 484.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 4,139,807 | 484.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,011,428 | 348.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 2,900,638 | 335.8M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 2,705,000 | 313.2M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 2,350,595 | 274.9M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,221,360 | 262M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 2,190,583 | 256.2M $ | 2.32 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,116,146 | 245M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,834,823 | 212.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 1,769,472 | 208.7M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds | 1,704,050 | 201M $ | 2.11 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,488,645 | 175.6M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 1,487,309 | 172.2M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,283,096 | 151.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,283,663 | 148.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 1,263,180 | 146.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,244,878 | 144.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,206,100 | 142.2M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Mairs & Power Growth Fund Trust for Professional Managers | 1,213,686 | 140.5M $ | 2.80 % | as of Mar 31, 2026 · Original filing |
| Nuveen Dividend Growth Fund Nuveen Investment Trust II | 1,087,301 | 128.2M $ | 1.97 % | as of Apr 30, 2026 · Original filing |
| Franklin Utilities Fund Franklin Custodian Funds | 1,100,000 | 127.3M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 912,316 | 107.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 915,598 | 107.1M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| iShares Global Infrastructure ETF iShares Trust | 855,550 | 99M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 805,908 | 95M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 748,508 | 86.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 747,814 | 86.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 722,365 | 85.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 701,614 | 82.7M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 699,126 | 82.5M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 673,697 | 79.5M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 684,325 | 79.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 607,794 | 71.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 579,909 | 68.4M $ | 4.00 % | as of Apr 30, 2026 · Original filing |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 576,897 | 66.8M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 561,565 | 65M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 538,982 | 62.4M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 528,638 | 62.3M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 499,451 | 58.9M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 498,395 | 58.8M $ | 2.39 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Appreciation Fund Legg Mason Partners Investment Trust | 485,214 | 57.2M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 491,339 | 56.9M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 480,712 | 56.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust | 470,547 | 55.5M $ | 2.34 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 469,254 | 54.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 462,600 | 53.6M $ | 3.02 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 425,108 | 49.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 399,400 | 46.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Virtus Reaves Utilities ETF ETFis Series Trust I | 391,057 | 46.1M $ | 2.90 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 382,532 | 44.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 382,173 | 44.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | 379,661 | 44M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| MFS Utilities Fund MFS Series Trust VI | 365,638 | 43.1M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 346,298 | 40.8M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 335,911 | 39.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 325,395 | 37.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 315,777 | 37.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Utilities ETF iShares Trust | 315,700 | 37.2M $ | 2.30 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 307,951 | 36M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 302,584 | 35M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Infrastructure Fund John Hancock Investment Trust | 293,762 | 34.6M $ | 2.81 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 293,390 | 34M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 276,550 | 32M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 274,197 | 31.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 265,729 | 31.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Bahl & Gaynor Income Growth ETF ETF Series Solutions | 256,767 | 29.7M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 247,057 | 29.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 232,068 | 26.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Gateway Fund Gateway Trust | 231,309 | 26.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 228,860 | 26.8M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 229,025 | 26.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 213,665 | 24.7M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 206,521 | 23.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 204,502 | 23.7M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 202,811 | 23.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 195,263 | 22.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 191,611 | 22.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 190,637 | 22.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 189,363 | 22.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 188,924 | 22.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 187,263 | 22.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust | 183,119 | 21.6M $ | 2.88 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 183,446 | 21.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab Core Equity Fund SCHWAB CAPITAL TRUST | 173,420 | 20.5M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 171,609 | 20.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 169,013 | 19.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 170,161 | 19.7M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| Value Fund American Century Capital Portfolios, Inc. | 168,755 | 19.5M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 164,496 | 19.4M $ | 3.31 % | as of Apr 30, 2026 · Original filing |
| MFS Utilities Series MFS VARIABLE INSURANCE TRUST | 167,376 | 19.4M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 164,934 | 19.3M $ | 0.64 % | as of Feb 28, 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. | 159,900 | 18.7M $ | 2.38 % | as of Feb 28, 2026 · Original filing |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 159,492 | 18.5M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 156,151 | 18.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 157,120 | 18.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 157,427 | 18.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AST Large-Cap Value Portfolio Advanced Series Trust | 155,073 | 18M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 152,667 | 17.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Hennessy Gas Utility Fund Hennessy Funds Trust | 146,140 | 17.2M $ | 3.19 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 147,762 | 17.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 136,727 | 15.8M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 132,427 | 15.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Large-Cap Value Portfolio PACIFIC SELECT FUND | 133,778 | 15.5M $ | 2.48 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 132,197 | 15.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 128,604 | 15M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 125,696 | 14.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 125,448 | 14.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. | 123,300 | 14.5M $ | 2.38 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 123,682 | 14.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 118,531 | 14M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 116,502 | 13.5M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 112,941 | 13.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 114,400 | 13.2M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 112,458 | 13M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 109,850 | 13M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco Global Core Equity Fund AIM Funds Group (Invesco Funds Group) | 110,469 | 12.8M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 110,119 | 12.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 109,344 | 12.7M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 105,596 | 12.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 103,984 | 12.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 103,034 | 12.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mairs & Power Balanced Fund Trust for Professional Managers | 103,000 | 11.9M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 102,714 | 11.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 95,949 | 11.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 94,179 | 10.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 90,345 | 10.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 91,127 | 10.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dearborn Partners Rising Dividend Fund Trust for Professional Managers | 87,976 | 10.3M $ | 1.82 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 88,194 | 10.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 87,419 | 10.1M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 86,533 | 10M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 85,084 | 10M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 82,412 | 9.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 81,893 | 9.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII | 80,495 | 9.4M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 77,011 | 9.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 75,948 | 9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 77,055 | 8.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS | 76,426 | 8.8M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 74,286 | 8.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST | 75,426 | 8.7M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 74,529 | 8.7M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 74,749 | 8.7M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| LargeCap Value Fund III Principal Funds, Inc | 71,999 | 8.5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 73,005 | 8.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 71,607 | 8.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 72,927 | 8.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 71,913 | 8.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 70,200 | 8.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 70,158 | 8.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 68,531 | 8.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 67,414 | 7.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. | 66,758 | 7.7M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 66,746 | 7.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 64,385 | 7.6M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. | 63,200 | 7.5M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 62,327 | 7.4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 62,083 | 7.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Equity Income Account Principal Variable Contract Funds, Inc | 61,843 | 7.2M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 60,037 | 7.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 60,736 | 7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Appreciation Portfolio Legg Mason Partners Variable Equity Trust | 60,380 | 7M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 60,020 | 6.9M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust | 59,013 | 6.8M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Vaughan Nelson Mid Cap Fund Natixis Funds Trust II | 58,655 | 6.8M $ | 3.64 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan Large/Mid Cap Value Fund TIMOTHY PLAN | 58,443 | 6.8M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 57,221 | 6.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 56,352 | 6.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust | 56,205 | 6.6M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 57,011 | 6.6M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Large Cap Value Portfolio Legg Mason Partners Variable Equity Trust | 56,400 | 6.5M $ | 2.46 % | as of Mar 31, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 54,796 | 6.5M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 55,749 | 6.5M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 54,874 | 6.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 55,352 | 6.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 55,286 | 6.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 55,076 | 6.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 54,408 | 6.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 52,748 | 6.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 49,231 | 5.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 49,600 | 5.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 48,563 | 5.7M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust | 45,767 | 5.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 46,160 | 5.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 44,624 | 5.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| iShares Global Utilities ETF iShares Trust | 45,240 | 5.2M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 44,464 | 5.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 44,797 | 5.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 43,787 | 5.1M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan High Dividend Stock ETF Timothy Plan | 42,880 | 5M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Eventide High Dividend ETF Strategy Shares | 41,182 | 4.9M $ | 2.20 % | as of Apr 30, 2026 · Original filing |
| Heartland Mid Cap Value Fund HEARTLAND GROUP INC. | 41,464 | 4.8M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 41,383 | 4.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 40,993 | 4.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 40,898 | 4.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |