Funds holding Wells Fargo & Co
1128 funds declare a position · 280 ETFs and 848 other funds · 83.6B $ · US9497461015
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 | 97,980,261 | 7.8B $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 78,577,448 | 6.3B $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 39,948,781 | 3.3B $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 39,774,167 | 3.2B $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 28,540,663 | 2.3B $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 24,704,955 | 2B $ | 1.68 % | as of Feb 28, 2026 · Original filing |
| Investment Co of America Investment Co of America | 23,251,961 | 1.9B $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Dodge & Cox Stock Fund Dodge & Cox Funds | 22,422,541 | 1.8B $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 21,316,886 | 1.7B $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 20,951,476 | 1.7B $ | 3.49 % | as of Mar 31, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 17,206,190 | 1.4B $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 17,437,298 | 1.4B $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 14,258,749 | 1.1B $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 12,947,189 | 1B $ | 4.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS | 12,284,700 | 1B $ | 2.74 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 12,204,354 | 1B $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 12,512,387 | 996.1M $ | 3.16 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 11,859,734 | 975.2M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 9,619,374 | 791M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 9,515,268 | 775M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 9,116,690 | 742.6M $ | 1.33 % | as of Feb 28, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 8,786,090 | 715.6M $ | 1.50 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 8,625,741 | 709.3M $ | 4.78 % | as of Apr 30, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 8,493,546 | 698.4M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 8,510,366 | 677.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 8,154,163 | 649.2M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 7,112,141 | 566.2M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 6,859,426 | 564.1M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 6,681,630 | 531.9M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 6,637,506 | 528.4M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 6,501,566 | 517.6M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 6,225,098 | 511.9M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 5,822,165 | 478.8M $ | 2.43 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 5,870,061 | 478.1M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 5,868,955 | 478M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 5,352,473 | 436M $ | 3.13 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 5,336,092 | 424.8M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 5,170,657 | 411.6M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 4,990,875 | 406.5M $ | 7.28 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 4,810,952 | 395.6M $ | 3.89 % | as of Apr 30, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 4,671,091 | 380.5M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 4,647,586 | 378.5M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 4,600,536 | 366.2M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 4,446,906 | 365.7M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 4,254,358 | 346.5M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 4,214,176 | 335.5M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) | 3,991,777 | 328.2M $ | 2.29 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 3,973,516 | 326.7M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 3,870,840 | 318.3M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 3,979,191 | 316.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 3,885,288 | 309.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 3,847,199 | 306.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 3,702,150 | 304.4M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 3,641,312 | 289.9M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,622,411 | 288.4M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 3,592,000 | 286M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 3,558,496 | 283.3M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 3,542,689 | 282M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 3,485,716 | 277.5M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 3,233,196 | 263.3M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 3,177,328 | 261.3M $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 3,241,576 | 258.1M $ | 4.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 3,131,400 | 257.5M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Fund John Hancock Funds III | 3,200,608 | 254.8M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 3,060,571 | 251.7M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| Invesco Equity and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 2,985,492 | 243.2M $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 3,020,721 | 240.5M $ | 4.22 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 2,818,411 | 224.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 2,711,609 | 223M $ | 2.77 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 2,597,181 | 213.6M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 2,533,535 | 208.3M $ | 1.81 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 2,604,742 | 207.4M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 2,490,499 | 204.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 2,548,521 | 202.9M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| Capital Group Dividend Value ETF Capital Group Dividend Value ETF | 2,463,334 | 200.6M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fund Fidelity Hastings Street Trust | 2,511,100 | 199.9M $ | 2.38 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 2,490,678 | 198.3M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 2,482,944 | 197.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 2,396,689 | 190.8M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 2,285,834 | 186.2M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 2,276,881 | 185.5M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 2,304,509 | 183.5M $ | 2.90 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 2,242,620 | 182.7M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 2,272,487 | 180.9M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,195,534 | 180.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 2,210,796 | 176M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 2,132,455 | 175.4M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 2,043,316 | 162.7M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 2,016,251 | 160.5M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Global Discovery Fund Franklin Mutual Series Funds | 1,945,627 | 154.9M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 1,930,617 | 153.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 1,877,214 | 152.9M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,826,295 | 150.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 1,817,524 | 149.5M $ | 2.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,829,077 | 149M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,825,365 | 148.7M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 1,850,654 | 147.3M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,776,836 | 146.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Balanced Fund JNL Series Trust | 1,812,715 | 144.3M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 1,763,776 | 143.7M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,742,572 | 143.3M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,719,587 | 141.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 1,774,000 | 141.2M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Fidelity High Dividend ETF Fidelity Covington Trust | 1,691,670 | 139.1M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,737,161 | 138.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 1,674,707 | 137.7M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| Davis New York Venture Fund DAVIS NEW YORK VENTURE FUND INC | 1,647,744 | 135.5M $ | 1.81 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,646,299 | 135.4M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 1,654,987 | 134.8M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 1,634,411 | 134.4M $ | 3.95 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 1,631,421 | 134.2M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 1,604,648 | 132M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 1,611,054 | 128.3M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 1,578,379 | 125.7M $ | 4.76 % | as of Mar 31, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 1,572,555 | 125.2M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 1,500,360 | 123.4M $ | 1.92 % | as of Apr 30, 2026 · Original filing |
| Invesco Growth and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 1,508,902 | 122.9M $ | 2.80 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,486,643 | 118.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | 1,427,642 | 113.7M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 1,409,979 | 112.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 1,390,022 | 110.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 1,365,632 | 108.7M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 1,359,500 | 108.2M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 1,318,234 | 107.4M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 1,331,545 | 106M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 1,259,670 | 103.6M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,284,887 | 102.3M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 1,284,449 | 102.3M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 1,248,734 | 101.7M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 1,194,616 | 98.2M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| iShares Large Cap Core Active ETF BlackRock ETF Trust | 1,191,815 | 98M $ | 1.91 % | as of Apr 30, 2026 · Original filing |
| Davis Financial Fund DAVIS SERIES INC | 1,206,043 | 96M $ | 8.72 % | as of Mar 31, 2026 · Original filing |
| THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds | 1,124,701 | 92.5M $ | 2.62 % | as of Apr 30, 2026 · Original filing |
| THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 1,161,385 | 92.5M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,147,103 | 91.3M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 1,092,590 | 89.8M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 1,091,224 | 89.7M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 1,100,246 | 89.6M $ | 1.84 % | as of Feb 28, 2026 · Original filing |
| Templeton Growth Fund, Inc. Templeton Growth Fund, Inc. | 1,088,350 | 88.6M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 1,075,851 | 88.5M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 1,048,463 | 86.2M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 987,201 | 81.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 983,884 | 80.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 991,300 | 78.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 976,042 | 77.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 943,414 | 77.6M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Columbia Select Large Cap Value Fund Columbia Funds Series Trust II | 949,054 | 77.3M $ | 2.45 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 926,834 | 76.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 923,961 | 76M $ | 3.78 % | as of Apr 30, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 945,362 | 75.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 920,058 | 74.9M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 903,012 | 74.3M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust | 892,984 | 73.4M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II | 916,423 | 73M $ | 2.79 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 910,403 | 72.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 874,435 | 71.9M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 871,610 | 71.7M $ | 4.35 % | as of Apr 30, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 897,830 | 71.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I | 866,988 | 70.6M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 858,477 | 70.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 881,611 | 70.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Core Equity Fund Victory Portfolios IV | 869,510 | 69.2M $ | 3.58 % | as of Mar 31, 2026 · Original filing |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 823,583 | 67.7M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 823,178 | 67.7M $ | 3.06 % | as of Apr 30, 2026 · Original filing |
| Transamerica Large Cap Value TRANSAMERICA FUNDS | 817,707 | 67.2M $ | 2.76 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 840,213 | 66.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| GMO Quality Fund GMO TRUST | 819,492 | 66.7M $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 819,757 | 65.3M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 783,093 | 64.4M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 805,820 | 64.2M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. | 805,334 | 64.1M $ | 3.53 % | as of Mar 31, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 778,490 | 63.4M $ | 6.47 % | as of Feb 28, 2026 · Original filing |
| Large-Cap Core Portfolio PACIFIC SELECT FUND | 789,240 | 62.8M $ | 3.16 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 775,498 | 61.7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 738,049 | 60.7M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 735,893 | 60.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS | 730,947 | 60.1M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust | 750,285 | 59.7M $ | 3.17 % | as of Mar 31, 2026 · Original filing |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 748,884 | 59.6M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 721,002 | 59.3M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II | 742,507 | 59.1M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 719,316 | 58.6M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 703,108 | 57.8M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 698,979 | 57.5M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 703,572 | 57.3M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 685,898 | 56.4M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 676,511 | 55.6M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 677,992 | 55.2M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 692,540 | 55.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 683,334 | 54.4M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 675,100 | 53.7M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 651,197 | 53.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 670,512 | 53.4M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 647,502 | 53.2M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 648,020 | 52.8M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Gateway Fund Gateway Trust | 661,056 | 52.6M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 654,450 | 52.1M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 654,082 | 52.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 625,116 | 51.4M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST | 622,057 | 51.2M $ | 2.31 % | as of Apr 30, 2026 · Original filing |