Funds holding Xcel Energy Inc
789 funds declare a position · 227 ETFs and 562 other funds · 22B $ · US98389B1008
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 | 19,809,618 | 1.6B $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 15,031,544 | 1.2B $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 13,473,283 | 1.1B $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 | 13,142,576 | 1B $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 10,148,189 | 806.2M $ | 3.30 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 9,334,514 | 778.1M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 7,528,102 | 627.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 7,608,005 | 604.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 6,873,422 | 546M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 6,241,558 | 495.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 5,936,294 | 492.4M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 5,771,417 | 458.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 4,869,964 | 406M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 4,025,164 | 335.5M $ | 3.04 % | as of Feb 28, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 3,957,367 | 328.3M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,055,565 | 322.2M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 3,638,000 | 301.8M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 3,547,802 | 281.8M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 3,321,137 | 275.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,335,375 | 265M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Franklin Income Fund Franklin Custodian Funds | 3,000,000 | 238.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 2,801,859 | 222.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,641,612 | 219.1M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 2,656,861 | 211.1M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| Franklin Utilities Fund Franklin Custodian Funds | 2,500,000 | 198.6M $ | 2.56 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 2,332,862 | 193.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Invesco NASDAQ 100 ETF Invesco Exchange-Traded Fund Trust II | 2,249,725 | 187.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Select Utilities Portfolio Fidelity Select Portfolios | 2,188,597 | 182.4M $ | 4.46 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 2,192,304 | 181.9M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 2,261,941 | 179.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,084,380 | 172.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 2,048,419 | 162.7M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Utility Fund Prudential Sector Funds, Inc. | 1,867,255 | 155.7M $ | 4.34 % | as of Feb 27, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 1,947,601 | 154.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| MFS Utilities Fund MFS Series Trust VI | 1,824,279 | 151.3M $ | 5.37 % | as of Apr 30, 2026 · Original filing |
| iShares Global Infrastructure ETF iShares Trust | 1,631,680 | 129.6M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 1,499,096 | 124.4M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,513,664 | 120.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 1,448,158 | 120.1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,501,693 | 119.3M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Virtus Reaves Utilities ETF ETFis Series Trust I | 1,313,682 | 109M $ | 6.86 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,311,420 | 108.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 1,358,353 | 107.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| American Funds Global Balanced Fund American Funds Global Balanced Fund | 1,266,929 | 105.1M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds | 1,198,725 | 99.4M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,242,451 | 98.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 1,210,116 | 96.1M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 1,170,581 | 93M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,105,706 | 92.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 1,147,558 | 91.2M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,092,019 | 91M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 1,004,667 | 83.3M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 1,020,666 | 81.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 961,331 | 79.7M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 968,930 | 77M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 926,418 | 76.8M $ | 4.49 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 906,319 | 75.2M $ | 3.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 876,399 | 73.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 852,474 | 67.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 844,193 | 67.1M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 794,714 | 66.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| MFS Utilities Series MFS VARIABLE INSURANCE TRUST | 817,056 | 64.9M $ | 5.20 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 804,824 | 63.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Telecom and Utilities Fund Fidelity Select Portfolios | 712,759 | 59.1M $ | 3.91 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 743,695 | 59.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 732,344 | 58.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 695,411 | 55.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| GQG PARTNERS US SELECT QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 671,963 | 53.4M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 640,642 | 53.1M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 610,695 | 50.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 623,177 | 49.5M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Utilities ETF iShares Trust | 573,789 | 47.6M $ | 2.94 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 567,608 | 47.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 581,423 | 46.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 542,200 | 45.2M $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 553,000 | 43.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| ProShares UltraPro QQQ ProShares Trust | 508,824 | 42.4M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 533,796 | 42.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 514,320 | 40.9M $ | 4.66 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 491,967 | 40.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 489,253 | 40.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 488,667 | 40.7M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 497,852 | 39.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 476,083 | 39.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 468,964 | 38.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 453,162 | 37.6M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 443,850 | 35.3M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 440,606 | 35M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 427,865 | 34M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 421,003 | 33.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| EQ/Value Equity Portfolio EQ Advisors Trust | 411,088 | 32.7M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 396,057 | 31.5M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 382,516 | 30.4M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 376,677 | 29.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 375,023 | 29.8M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| LargeCap Value Fund III Principal Funds, Inc | 358,095 | 29.7M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 369,794 | 29.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Value Fund American Century Capital Portfolios, Inc. | 369,733 | 29.4M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 347,692 | 28.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 345,513 | 28.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Global Research Fund JANUS INVESTMENT FUND | 361,735 | 28.7M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 344,495 | 28.7M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 360,353 | 28.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 343,207 | 28.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 352,846 | 28M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 351,191 | 27.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 333,070 | 27.8M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 347,215 | 27.6M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 324,279 | 26.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. | 332,005 | 26.4M $ | 4.87 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 315,555 | 26.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 311,805 | 26M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 320,657 | 25.5M $ | 2.97 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 306,804 | 25.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 316,700 | 25.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 316,032 | 25.1M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. | 300,300 | 24.9M $ | 4.08 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Nasdaq 100 Index Fund JNL Series Trust | 308,214 | 24.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| NEOS Nasdaq-100(R) High Income ETF NEOS ETF Trust | 302,328 | 24M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 300,311 | 23.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 300,292 | 23.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Harbor Large Cap Value Fund HARBOR FUNDS | 283,000 | 23.5M $ | 2.25 % | as of Apr 30, 2026 · Original filing |
| First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 281,491 | 23.3M $ | 2.60 % | as of Apr 30, 2026 · Original filing |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 278,726 | 23.2M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 270,396 | 22.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Victory Nasdaq-100 Index Fund Victory Portfolios III | 267,859 | 22.2M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 270,470 | 21.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Global X NASDAQ 100 Covered Call ETF GLOBAL X FUNDS | 257,846 | 21.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 264,784 | 21M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 264,244 | 21M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 257,585 | 20.5M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra QQQ ProShares Trust | 243,447 | 20.3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 240,923 | 20M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 240,719 | 20M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust | 239,424 | 19.9M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 230,105 | 19.1M $ | 3.26 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 226,264 | 18.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 225,937 | 18.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 222,751 | 17.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 210,700 | 17.6M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| Integrity Dividend Harvest Fund INTEGRITY FUNDS | 210,000 | 17.4M $ | 2.46 % | as of Apr 30, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 208,044 | 17.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 215,555 | 17.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 206,282 | 17.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Global Infrastructure Fund RUSSELL INVESTMENT CO | 201,912 | 16.7M $ | 2.71 % | as of Apr 30, 2026 · Original filing |
| Global X U.S. Electrification ETF GLOBAL X FUNDS | 200,702 | 16.6M $ | 3.65 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 208,694 | 16.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VIP Utilities Portfolio Variable Insurance Products Fund IV | 204,890 | 16.3M $ | 4.52 % | as of Mar 31, 2026 · Original filing |
| JNL/First Sentier Global Infrastructure Fund JNL Series Trust | 201,938 | 16M $ | 3.35 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. | 189,700 | 15.8M $ | 2.01 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 189,050 | 15.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 186,845 | 15.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 194,234 | 15.4M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 194,100 | 15.4M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Global Listed Infrastructure Fund Northern Funds | 193,736 | 15.4M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 185,323 | 15.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 182,022 | 15.2M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 190,501 | 15.1M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 189,969 | 15.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 178,653 | 14.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 186,685 | 14.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust | 181,190 | 14.4M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 180,857 | 14.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| BRUCE FUND Bruce Fund, Inc. | 180,000 | 14.3M $ | 3.95 % | as of Mar 31, 2026 · Original filing |
| Mairs & Power Balanced Fund Trust for Professional Managers | 177,100 | 14.1M $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Equity Income Portfolio EQ Advisors Trust | 172,320 | 13.7M $ | 3.08 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 171,713 | 13.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 164,206 | 13.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 169,926 | 13.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 162,471 | 13.5M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| JNL/JPMorgan U.S. Value Fund JNL Series Trust | 167,158 | 13.3M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 158,994 | 13.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 160,768 | 12.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 160,052 | 12.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 152,952 | 12.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| EQ/MFS Utilities Series Portfolio EQ Advisors Trust | 158,700 | 12.6M $ | 5.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 149,787 | 12.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 148,450 | 12.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 155,000 | 12.3M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 147,887 | 12.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Direxion NASDAQ-100 Equal Weighted Index Shares Direxion Shares ETF Trust | 142,610 | 11.8M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| Optimum Large Cap Value Fund Optimum Fund Trust | 148,431 | 11.8M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS | 145,412 | 11.6M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 135,643 | 11.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 141,737 | 11.3M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 134,135 | 11.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 134,474 | 11.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 131,693 | 11M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 136,586 | 10.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Aristotle Value Equity Fund Aristotle Fund Series Trust | 135,500 | 10.8M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST | 134,721 | 10.7M $ | 3.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 129,017 | 10.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust | 134,274 | 10.7M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 132,363 | 10.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 130,705 | 10.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 124,558 | 10.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust | 130,000 | 10.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 128,102 | 10.2M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 127,652 | 10.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| GQG US Equity ETF ADVISORS' INNER CIRCLE III | 126,857 | 10.1M $ | 1.84 % | as of Mar 31, 2026 · Original filing |