Funds holding Williams-Sonoma Inc
704 funds declare a position · 230 ETFs and 474 other funds · 7.9B $ · US9699041011
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,798,525 | 692.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 3,033,034 | 553M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,752,686 | 501.9M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 2,109,812 | 384.7M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,752,876 | 319.6M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 1,549,934 | 318.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 1,639,607 | 297.1M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 1,535,874 | 280M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 1,026,720 | 187.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Established Value Fund Victory Portfolios | 985,000 | 179.6M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 908,813 | 164.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 865,518 | 157.8M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 673,639 | 122.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 669,544 | 121.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 637,201 | 116.2M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 543,669 | 111.8M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 471,574 | 86M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 453,240 | 82.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 440,029 | 80.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 427,494 | 77.5M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 425,977 | 77.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 371,961 | 67.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Pacer US Cash Cows 100 ETF Pacer Funds Trust | 355,752 | 64.5M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Equity Growth Fund Fidelity Advisor Series I | 307,040 | 63.1M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 339,496 | 61.5M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 298,947 | 54.2M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| VIP Growth Portfolio Variable Insurance Products Fund | 285,372 | 52M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 272,899 | 49.8M $ | 3.43 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 241,255 | 49.6M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 266,592 | 48.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 264,097 | 47.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 259,000 | 46.9M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 227,820 | 46.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 250,656 | 45.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 225,611 | 41.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 224,388 | 40.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds | 212,759 | 38.8M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 205,985 | 37.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 180,168 | 37.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 202,672 | 36.7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 178,334 | 36.7M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 199,348 | 36.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Select Retailing Portfolio Fidelity Select Portfolios | 166,475 | 34.2M $ | 1.40 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds | 188,542 | 34.2M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 163,803 | 33.7M $ | 1.95 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 180,625 | 32.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 162,256 | 29.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Nuveen Core Equity Fund TIAA-CREF Funds | 160,609 | 29.1M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 156,246 | 28.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 137,810 | 28.3M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth Discovery Fund Fidelity Hastings Street Trust | 153,817 | 28M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 135,451 | 27.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 151,089 | 27.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Voya Large Cap Growth Portfolio Voya Investors Trust | 147,928 | 27M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 146,967 | 26.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 142,074 | 25.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 125,821 | 25.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Disciplined U.S. Growth Equity Portfolio GLENMEDE FUND INC | 142,177 | 25.8M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 141,281 | 25.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 140,580 | 25.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VOYA LARGE CAP VALUE FUND Voya Equity Trust | 113,353 | 23.3M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 126,300 | 23M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 104,112 | 21.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 115,120 | 21M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 109,437 | 20M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 108,563 | 19.7M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 107,468 | 19.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 101,786 | 18.4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 100,546 | 18.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 100,559 | 18.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 100,512 | 18.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 100,191 | 18.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 100,000 | 18.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 99,484 | 18M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 97,515 | 17.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 90,592 | 16.5M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 88,380 | 16.1M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 77,887 | 16M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 85,908 | 15.6M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 84,388 | 15.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 84,100 | 15.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 71,251 | 14.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 70,566 | 14.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 74,384 | 13.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 73,860 | 13.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 64,271 | 13.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 70,025 | 12.8M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 61,926 | 12.7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 70,099 | 12.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 69,600 | 12.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 69,263 | 12.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 69,142 | 12.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 67,225 | 12.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 58,732 | 12.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Select Consumer Discretionary Portfolio Fidelity Select Portfolios | 56,090 | 11.5M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 61,901 | 11.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Equity Factor ETF iShares Trust | 61,448 | 11.1M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 58,280 | 10.6M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 57,152 | 10.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 55,304 | 10M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | 54,900 | 10M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 48,524 | 10M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 53,800 | 9.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 53,326 | 9.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 52,477 | 9.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 52,470 | 9.5M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Fidelity Quality Factor ETF Fidelity Covington Trust | 51,550 | 9.3M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Aggressive Growth Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 50,000 | 9.1M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| Nicholas II, Inc. Nicholas II, Inc. | 49,863 | 9M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 48,330 | 8.8M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 41,229 | 8.5M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 45,086 | 8.2M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 44,407 | 8M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 38,707 | 8M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Puritan K6 Fund Fidelity Puritan Trust | 38,487 | 7.9M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 43,111 | 7.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 42,689 | 7.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 41,900 | 7.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Series Equity Growth Fund Fidelity Advisor Series I | 36,805 | 7.6M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 35,301 | 7.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 39,791 | 7.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,117 | 7.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VOYA LARGE-CAP GROWTH FUND Voya Equity Trust | 34,173 | 7M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 38,041 | 6.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 37,680 | 6.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 37,519 | 6.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Equity Income Account Principal Variable Contract Funds, Inc | 37,047 | 6.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 36,913 | 6.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 36,285 | 6.6M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 36,037 | 6.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Boston Trust SMID Cap Fund Boston Trust Walden Funds | 35,740 | 6.5M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 35,874 | 6.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 31,305 | 6.4M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 34,422 | 6.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Select Construction and Housing Portfolio Fidelity Select Portfolios | 30,500 | 6.3M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 34,138 | 6.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 33,634 | 6.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 29,428 | 6.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 33,139 | 6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 32,300 | 5.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 31,970 | 5.8M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 31,969 | 5.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 27,971 | 5.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust | 31,237 | 5.7M $ | 2.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 30,300 | 5.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 26,839 | 5.5M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 30,229 | 5.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 26,449 | 5.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 29,612 | 5.4M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Impax Ellevate Global Women's Leadership Fund IMPAX FUNDS SERIES TRUST III | 29,582 | 5.4M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 29,225 | 5.3M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Clearwater Core Equity Fund Clearwater Investment Trust | 28,250 | 5.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 28,098 | 5.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 27,619 | 5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 27,202 | 4.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MEEHAN FOCUS FUND Ultimus Managers Trust | 23,860 | 4.9M $ | 2.55 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 26,776 | 4.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 26,672 | 4.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 26,378 | 4.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 26,334 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 25,600 | 4.7M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,500 | 4.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 25,314 | 4.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 24,990 | 4.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 25,136 | 4.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 24,996 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 24,728 | 4.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 24,799 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,754 | 4.5M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 24,449 | 4.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 20,872 | 4.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Global Equity Fund RUSSELL INVESTMENT CO | 23,390 | 4.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,324 | 4.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 22,654 | 4.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 22,472 | 4.1M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 19,758 | 4.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 22,013 | 4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | 21,731 | 4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 20,982 | 3.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 20,519 | 3.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 20,350 | 3.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 18,027 | 3.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 20,100 | 3.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 20,213 | 3.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 17,561 | 3.6M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 19,449 | 3.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 16,855 | 3.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 18,655 | 3.4M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 18,193 | 3.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 18,212 | 3.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 17,952 | 3.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 17,507 | 3.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 17,352 | 3.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 17,370 | 3.1M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 16,927 | 3.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 14,813 | 3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 16,630 | 3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 14,578 | 3M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 14,551 | 3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | 16,050 | 2.9M $ | 0.96 % | as of Mar 31, 2026 · Original filing |