Funds holding WP Carey Inc
394 funds declare a position · 136 ETFs and 258 other funds · 5B $ · US92936U1097
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 8,136,028 | 593.4M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 7,255,672 | 493.1M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 7,132,647 | 484.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,192,286 | 352.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,306,212 | 224.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,443,960 | 166.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,904,558 | 129.4M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 1,516,018 | 113.2M $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 1,492,380 | 108.8M $ | 1.60 % | as of Apr 30, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 1,442,451 | 105.2M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,225,879 | 89.4M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,142,062 | 85.3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,070,598 | 72.8M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 860,362 | 62.7M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 802,859 | 58.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 828,872 | 56.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 774,444 | 52.6M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 704,840 | 51.4M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 705,368 | 47.9M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 692,500 | 47.1M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 592,705 | 44.2M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 577,838 | 42.1M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 523,274 | 35.6M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 501,473 | 34.1M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 497,346 | 33.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 451,594 | 32.9M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 471,004 | 32M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 410,389 | 30.6M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 409,558 | 30.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 409,374 | 29.9M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 393,458 | 28.7M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 395,802 | 26.9M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 345,960 | 25.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 333,553 | 24.9M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 325,096 | 24.3M $ | 3.48 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 324,429 | 24.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 328,547 | 22.3M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 294,396 | 21.5M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 312,365 | 21.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 280,631 | 20.5M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 276,273 | 18.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 229,132 | 17.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 250,559 | 17M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 247,625 | 16.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 237,887 | 16.2M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 210,575 | 15.7M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| JNL/WMC Global Real Estate Fund JNL Series Trust | 231,176 | 15.7M $ | 3.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 208,208 | 15.2M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 221,124 | 15M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 221,052 | 15M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| MFS Equity Income Fund MFS SERIES TRUST VII | 205,748 | 15M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 208,701 | 14.2M $ | 4.62 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Fund American Century Capital Portfolios, Inc. | 189,459 | 13.8M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| Real Estate Fund American Century Capital Portfolios, Inc. | 176,697 | 12.9M $ | 2.42 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 174,920 | 12.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 167,359 | 12.5M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| BlackRock Real Estate Securities Fund BlackRock Funds | 167,691 | 12.2M $ | 2.80 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 179,630 | 12.2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 161,595 | 12.1M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 176,339 | 12M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 162,366 | 11.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 157,783 | 11.8M $ | 1.55 % | as of Feb 28, 2026 · Original filing |
| Diversified Real Assets Fund John Hancock Investment Trust | 166,301 | 11.3M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| Domini Impact Equity Fund Domini Investment Trust | 154,300 | 11.3M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 161,600 | 11M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Real Estate Securities Fund John Hancock Funds II | 146,867 | 11M $ | 4.74 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 160,041 | 10.9M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 159,792 | 10.9M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 158,306 | 10.8M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 155,459 | 10.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. | 142,214 | 9.7M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 127,400 | 9.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 126,250 | 9.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 128,519 | 9.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 137,744 | 9.4M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 136,581 | 9.3M $ | 4.71 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 131,247 | 8.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 115,799 | 8.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 127,018 | 8.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 125,856 | 8.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 113,442 | 8.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 114,139 | 8.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 121,563 | 8.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 120,499 | 8.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 105,950 | 7.9M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| EIC Value Fund FundVantage Trust | 106,700 | 7.8M $ | 2.09 % | as of Apr 30, 2026 · Original filing |
| FlexShares Global Quality Real Estate Index Fund FlexShares Trust | 102,459 | 7.5M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 108,789 | 7.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| WESTWOOD REAL ESTATE INCOME FUND Ultimus Managers Trust | 100,000 | 7.3M $ | 2.99 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 106,384 | 7.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 101,909 | 6.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 101,713 | 6.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 99,623 | 6.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 99,524 | 6.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 87,502 | 6.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Avantis Real Estate ETF American Century ETF Trust | 87,043 | 6.5M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 88,527 | 6.5M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 88,145 | 6.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 84,855 | 6.3M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| Global Real Estate Securities Fund GuideStone Funds | 92,468 | 6.3M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 83,835 | 6.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 82,870 | 6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 88,502 | 6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 82,612 | 5.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 74,358 | 5.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 77,842 | 5.3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 76,957 | 5.2M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 76,246 | 5.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 69,198 | 5.2M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 75,038 | 5.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 69,539 | 5.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 74,373 | 5.1M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Pacer Industrial Real Estate ETF Pacer Funds Trust | 68,560 | 5M $ | 4.39 % | as of Apr 30, 2026 · Original filing |
| Global Real Estate Index Fund Northern Funds | 73,562 | 5M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 73,346 | 5M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 68,197 | 5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 66,412 | 4.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 70,703 | 4.8M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Income Builder Fund JPMorgan Trust I | 65,471 | 4.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| CRAWFORD MULTI-ASSET INCOME FUND Unified Series Trust | 69,885 | 4.7M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 64,913 | 4.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST | 65,867 | 4.5M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 60,832 | 4.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 60,156 | 4.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 64,137 | 4.4M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 58,969 | 4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Colterpoint Net Lease Real Estate ETF ETF Series Solutions | 50,767 | 3.8M $ | 7.98 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 46,526 | 3.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 49,375 | 3.4M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 47,852 | 3.3M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 43,167 | 3.2M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 43,509 | 3.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory Integrity Mid-Cap Value Fund Victory Portfolios | 46,600 | 3.2M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 46,538 | 3.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 41,803 | 3.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 45,350 | 3.1M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 41,489 | 3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 41,333 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 39,366 | 2.9M $ | 2.49 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 42,417 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Value Momentum ETF Victory Portfolios II | 41,872 | 2.8M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| NEOS Real Estate High Income ETF NEOS ETF Trust | 41,493 | 2.8M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 37,352 | 2.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 40,371 | 2.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 37,419 | 2.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 39,673 | 2.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 36,055 | 2.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 39,350 | 2.7M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 36,153 | 2.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 38,591 | 2.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| MFS Low Volatility Global Equity Fund MFS SERIES TRUST I | 34,333 | 2.6M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 33,900 | 2.5M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 34,532 | 2.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 36,846 | 2.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 35,876 | 2.4M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 33,311 | 2.4M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 35,377 | 2.4M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 34,558 | 2.3M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III | 32,170 | 2.3M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| iShares Developed Real Estate Index Fund BlackRock Funds | 32,013 | 2.3M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,985 | 2.3M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 31,278 | 2.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Brookfield Global Listed Real Estate Fund Brookfield Investment Funds | 33,403 | 2.3M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 31,115 | 2.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 30,858 | 2.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 30,120 | 2.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 29,423 | 2.2M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 32,205 | 2.2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 29,870 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 31,007 | 2.1M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Real Estate Sector Fund JNL Series Trust | 30,632 | 2.1M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 28,532 | 2.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 30,578 | 2.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III | 27,921 | 2M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 29,921 | 2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 27,445 | 2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 26,529 | 1.9M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| MFS Low Volatility Equity Fund MFS SERIES TRUST I | 25,833 | 1.9M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 27,827 | 1.9M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 27,365 | 1.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 24,757 | 1.8M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 25,140 | 1.8M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 26,730 | 1.8M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 24,739 | 1.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 23,610 | 1.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 23,429 | 1.7M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 23,022 | 1.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 24,450 | 1.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Astoria Real Assets ETF INVESTMENT MANAGERS SERIES TRUST II | 24,004 | 1.6M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 22,335 | 1.6M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 23,876 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Inspire 100 ETF Northern Lights Fund Trust IV | 21,380 | 1.6M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 21,085 | 1.6M $ | 1.59 % | as of Feb 28, 2026 · Original filing |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 22,032 | 1.5M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust | 19,337 | 1.4M $ | 2.71 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 19,245 | 1.4M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Venerable Real Estate Fund Venerable Variable Insurance Trust | 20,315 | 1.4M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 18,900 | 1.4M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 20,144 | 1.4M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 19,597 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |