Откройте для себя акции с высокой убежденностью, объединив портфели ведущих фондов

Этот модельный портфель был создан путем объединения активов фондов со схожими инвестиционными стратегиями и определения акций, которые являются наиболее широко распространенными среди фондов. В математических терминах это объединение набора акций, принадлежащих каждому фонду, за исключением того, что мы добавляем к каждой акции дополнительный атрибут, который представляет собой количество фондов, которые ее держат. Мы также предоставляем некоторые дополнительные атрибуты, такие как изменение за последний квартал. Мы считаем, что это полезный способ выявления инвестиционных идей, поскольку он использует «мудрость толпы», где «толпа» — это инвестиционные исследовательские группы в фондах.

Для достижения наилучших результатов мы рекомендуем отдавать предпочтение акциям, которые накапливаются фондом, а не акциям, которые наиболее широко владеются, поскольку это с большей вероятностью обеспечит ранний вход в акции, которые становятся популярными.

Список фондов

В этой таблице показан список ценных бумаг, отсортированный по институциональной популярности. Чтобы составить этот список, мы изучаем отчеты фонда за последний квартал. На основании этих данных мы подсчитываем, сколько учреждений владеют каждой ценной бумагой, сколько учреждений владели ценными бумагами в предыдущем квартале, и показываем разницу.

Символ Компания Текущие акции (x1000) Изменение акций (x1000) Изменение акций (%) Предыдущие владельцы Текущие владельцы Смена владельцев
91,494 7,657 9.13 81 80 -1
289,873 24,022 9.04 78 78 0
30,834 -2,177 -6.59 75 78 3
118,026 -12,183 -9.36 79 78 -1
125,175 4,671 3.88 76 75 -1
30,808 -2,117 -6.43 73 74 1
60,273 9,507 18.73 67 71 4
10,005 -239 -2.33 69 69 0
4,925 -448 -8.33 63 67 4
45,058 -2,686 -5.63 71 66 -5
8,781 -389 -4.24 67 66 -1
8,840 -473 -5.07 64 63 -1
27,409 531 1.97 59 59 0
14,294 107 0.75 59 57 -2
575 26 4.76 52 53 1
5,686 -8 -0.13 50 52 2
28,493 6,075 27.10 48 49 1
7,581 -145 -1.88 63 49 -14
9,545 290 3.14 46 49 3
15,629 -3,895 -19.95 49 45 -4
3,548 -139 -3.78 45 45 0
56,812 -9,800 -14.71 46 43 -3
11,431 1,699 17.46 35 42 7
3,179 -126 -3.82 37 40 3
32,801 4,051 14.09 45 40 -5
3,709 28 0.77 40 40 0
12,637 1,385 12.31 37 40 3
10,449 2,069 24.69 29 40 11
4,113 -424 -9.35 39 40 1
2,959 -242 -7.57 39 39 0
4,743 -763 -13.86 36 38 2
3,063 -12 -0.40 41 38 -3
3,024 348 13.02 44 38 -6
659 32 5.08 35 37 2
3,142 1,219 63.39 35 37 2
18,288 -909 -4.73 37 36 -1
6,098 -1,142 -15.77 34 36 2
5,393 800 17.43 30 36 6
3,490 599 20.73 34 35 1
3,855 834 27.61 34 35 1
19,372 -584 -2.93 32 34 2
4,489 -6,534 -59.28 37 34 -3
2,249 170 8.19 31 34 3
5,517 18 0.33 36 34 -2
3,220 59 1.86 39 34 -5
1,718 1,403 446.45 34 33 -1
14,143 -3,053 -17.75 33 33 0
2,492 -46 -1.80 47 32 -15
5,211 636 13.91 25 32 7
978 44 4.66 31 32 1
1,029 343 49.95 29 32 3
7,718 -7,909 -50.61 30 31 1
2,500 -35 -1.37 31 31 0
1,360 -175 -11.40 32 30 -2
2,870 -76 -2.56 27 30 3
3,852 36 0.96 35 30 -5
4,883 2,168 79.84 29 29 0
15,599 -376 -2.35 31 29 -2
4,605 227 5.18 29 29 0
4,931 18 0.37 32 29 -3
4,779 212 4.64 26 29 3
2,010 -83 -3.95 31 29 -2
837 13 1.64 30 29 -1
1,453 -387 -21.03 28 28 0
1,505 19 1.26 31 28 -3
14,512 -1,057 -6.79 28 28 0
6,205 -188 -2.95 29 28 -1
893 4 0.44 28 28 0
958 34 3.70 27 28 1
3,389 106 3.22 32 28 -4
742 -957 -56.33 25 28 3
1,640 105 6.87 26 28 2
6,089 -134 -2.16 39 28 -11
214 -121 -36.11 24 27 3
1,611 -222 -12.13 32 27 -5
1,908 -105 -5.23 28 27 -1
7,660 4,476 140.57 27 27 0
4,699 -4,503 -48.94 34 27 -7
4,867 -677 -12.22 32 27 -5
627 31 5.19 25 27 2
7,596 117 1.57 33 27 -6
3,887 -982 -20.16 23 26 3
6,199 402 6.94 27 26 -1
838 -214 -20.35 26 26 0
25,803 3,183 14.07 19 26 7
1,481 -78 -5.00 24 26 2
1,717 125 7.83 26 26 0
1,820 2 0.09 26 26 0
6,223 2,265 57.22 28 26 -2
3,018 -135 -4.29 26 25 -1
7,739 -907 -10.49 26 25 -1
3,336 482 16.89 26 25 -1
1,877 -367 -16.35 26 25 -1
673 0 0.07 25 25 0
2,662 -64 -2.34 29 25 -4
2,661 196 7.96 22 24 2
2,087 1,271 155.92 19 24 5
785 62 8.63 30 24 -6
1,339 19 1.47 26 24 -2
3,653 389 11.90 25 24 -1
1,435 -208 -12.68 23 24 1
949 -19 -1.92 20 24 4
1,079 323 42.80 27 24 -3
448 16 3.72 21 23 2
2,217 -29 -1.29 22 23 1
1,142 232 25.46 17 23 6
1,400 110 8.50 21 23 2
2,030 -42 -2.04 26 23 -3
2,018 212 11.76 19 22 3
4,282 2,930 216.58 18 22 4
405 55 15.55 20 22 2
985 54 5.76 20 21 1
4,626 613 15.27 21 21 0
642 125 24.11 14 21 7
1,147 165 16.86 19 21 2
29,657 -5,044 -14.54 20 21 1
1,217 173 16.62 21 21 0
846 236 38.75 22 21 -1
1,247 -494 -28.36 31 21 -10
550 -21 -3.61 23 21 -2
10,433 5,758 123.17 23 21 -2
490 8 1.67 22 21 -1
893 24 2.77 21 21 0
2,957 168 6.01 22 21 -1
837 -33 -3.81 22 21 -1
3,295 347 11.78 31 21 -10
1,457 100 7.38 21 21 0
217 3 1.39 23 20 -3
3,004 691 29.88 19 20 1
266 25 10.54 18 20 2
1,065 241 29.24 19 20 1
4,889 316 6.92 24 20 -4
15,012 596 4.14 15 20 5
1,675 46 2.80 20 20 0
8,603 187 2.22 20 19 -1
862 -211 -19.64 19 19 0
757 56 7.92 17 19 2
165 1 0.33 18 19 1
1,730 28 1.67 22 19 -3
193 2 0.93 20 19 -1
398 69 20.99 23 19 -4
1,074 376 53.89 14 19 5
3,996 117 3.02 18 19 1
471 4 0.79 18 19 1
1,531 109 7.66 23 19 -4
114 20 21.17 17 19 2
567 49 9.40 15 19 4
5,482 -1,824 -24.97 20 18 -2
4,002 -506 -11.22 16 18 2
909 -115 -11.20 16 18 2
1,199 159 15.30 20 18 -2
1,216 785 182.27 16 18 2
2,507 484 23.90 17 18 1
1,199 270 29.08 13 18 5
2,875 -126 -4.20 19 18 -1
1,980 391 24.60 15 18 3
1,759 36 2.07 19 18 -1
776 392 101.89 18 18 0
119 4 3.35 20 18 -2
226 11 4.95 14 18 4
406 -12 -2.79 18 18 0
840 -22 -2.50 18 18 0
2,285 637 38.62 18 18 0
1,031 27 2.72 22 18 -4
1,815 -100 -5.20 19 18 -1
659 24 3.82 19 18 -1
276 52 23.40 16 18 2
3,387 174 5.41 18 17 -1
402 47 13.40 16 17 1
2,026 23 1.13 22 17 -5
215 -0 -0.05 20 17 -3
896 -96 -9.70 17 17 0
3,106 110 3.66 21 17 -4
428 5 1.08 18 17 -1
393 12 3.22 16 17 1
1,194 63 5.56 17 17 0
224 16 7.67 19 17 -2
5,067 -34 -0.66 17 17 0
606 38 6.63 16 17 1
867 -47 -5.15 15 17 2
4,566 -6 -0.13 18 16 -2
1,005 353 54.13 12 16 4
2,181 -48 -2.13 19 16 -3
417 34 8.80 16 16 0
3,533 3,233 1,077.96 14 16 2
553 -73 -11.66 21 16 -5
372 36 10.62 16 16 0
700 -181 -20.53 19 16 -3
1,047 -315 -23.11 16 16 0
391 -68 -14.87 19 16 -3
64 -5 -7.75 15 16 1
240 28 13.23 16 16 0
5,556 702 14.46 21 16 -5
1,906 271 16.56 14 15 1
952 59 6.63 17 15 -2
273 -93 -25.34 19 15 -4
4,777 1,835 62.39 12 15 3
3,407 302 9.74 16 15 -1
695 5 0.75 15 15 0
4,683 280 6.35 18 15 -3
78 4 5.33 15 15 0
1,984 103 5.47 15 15 0
159 10 7.07 14 15 1
867 103 13.43 16 15 -1
2,832 -54 -1.86 16 15 -1
9,623 1,452 17.77 13 15 2
115 14 13.56 14 15 1
395 -40 -9.17 21 15 -6
1,452 1,045 256.84 12 15 3
177 56 46.65 13 15 2
261 -24 -8.27 15 15 0
788 103 14.98 11 15 4
205 -22 -9.72 16 15 -1
12,087 4,790 65.63 12 14 2
11,704 1,753 17.62 14 14 0
301 31 11.50 17 14 -3
1,182 -106 -8.26 13 14 1
1,017 20 1.97 14 14 0
210 26 13.83 15 14 -1
304 13 4.36 17 14 -3
106 5 4.44 15 14 -1
675 -32 -4.59 14 14 0
343 -189 -35.52 13 14 1
392 29 7.97 14 14 0
108 4 3.38 16 14 -2
6,751 3,572 112.37 8 13 5
2,990 2,697 919.30 12 13 1
2,017 -530 -20.80 12 13 1
353 95 36.55 16 13 -3
413 -16 -3.71 10 13 3
2,777 -663 -19.28 12 13 1
374 16 4.54 17 13 -4
249 14 5.83 13 13 0
4,574 2,576 128.86 10 13 3
467 123 35.69 11 13 2
1,285 148 13.04 11 13 2
875 -8 -0.88 10 13 3
447 8 1.91 15 13 -2
329 36 12.41 13 13 0
482 136 39.29 11 13 2
835 45 5.75 18 13 -5
187 -2 -0.94 13 13 0
175 5 2.81 13 13 0
6,595 5,642 592.56 7 13 6
1,203 -13 -1.07 13 13 0
765 54 7.65 12 13 1
658 424 180.92 13 13 0
4,344 -140 -3.12 12 12 0
1,066 137 14.69 14 12 -2
507 39 8.31 10 12 2
13,673 10,939 400.08 17 12 -5
102 4 4.31 11 12 1
1,030 464 81.90 14 12 -2
133 45 51.13 12 12 0
126 -16 -11.05 12 12 0
770 -90 -10.44 13 12 -1
6,783 467 7.39 20 12 -8
5,056 394 8.46 8 12 4
245 15 6.63 12 12 0
734 458 166.38 9 12 3
9,090 7,695 551.54 6 12 6
420 102 32.14 12 12 0
29 -1 -4.46 15 12 -3
310 7 2.31 16 12 -4
87 16 22.97 10 12 2
1,231 -9 -0.69 11 12 1
1,012 -63 -5.90 12 12 0
475 81 20.53 19 12 -7
191 -27 -12.57 13 12 -1
443 91 25.87 11 12 1
587 191 48.26 14 12 -2
967 27 2.92 13 12 -1
125 -11 -8.04 16 12 -4
367 190 107.51 6 11 5
979 -63 -6.03 9 11 2
28 3 11.09 9 11 2
208 177 586.45 6 11 5
195 -75 -27.84 11 11 0
71 -2 -2.58 10 11 1
66 1 1.21 12 11 -1
660 28 4.50 11 11 0
3,990 856 27.31 11 11 0
639 43 7.17 11 11 0
226 61 37.26 10 11 1
433 -294 -40.48 7 11 4
177 12 7.05 15 11 -4
160 5 3.02 11 11 0
277 117 72.50 9 11 2
561 -1 -0.24 9 11 2
342 -86 -20.02 10 11 1
1,530 88 6.14 12 11 -1
59 19 48.11 9 11 2
88 4 5.16 10 11 1
54 1 1.96 12 11 -1
1,033 -363 -25.97 13 11 -2
338 15 4.68 11 11 0
1,013 165 19.50 11 11 0
88 28 45.54 10 10 0
808 52 6.82 13 10 -3
487 69 16.61 11 10 -1
177 8 4.56 11 10 -1
144 -7 -4.76 10 10 0
354 35 10.98 11 10 -1
300,908 4,850 1.64 8 10 2
2,464 -903 -26.82 14 10 -4
49 4 9.51 11 10 -1
153 36 31.19 11 10 -1
384 217 129.39 8 10 2
3,817 -403 -9.55 11 10 -1
217 -19 -8.12 9 10 1
302 80 36.00 3 10 7
369 -173 -31.90 12 10 -2
451 207 85.17 9 10 1
47 34 243.43 7 10 3
258 -1 -0.26 11 10 -1
664 14 2.21 15 10 -5
12 -2 -14.24 10 10 0
414 6 1.48 15 10 -5
203 -14 -6.33 9 10 1
67 12 21.63 9 10 1
296 22 7.99 11 10 -1
75 6 8.57 11 10 -1
481 -55 -10.21 10 10 0
201 -8 -3.66 7 10 3
73 14 23.97 7 10 3
292 6 1.93 10 10 0
64 26 66.35 9 10 1
425 47 12.43 9 10 1
218 16 7.78 9 10 1
275 23 9.21 10 10 0
2,181 194 9.77 10 10 0
115 -41 -26.37 9 10 1
26 1 4.80 10 9 -1
302 14 4.96 9 9 0
80 5 6.98 13 9 -4
372 -97 -20.60 8 9 1
401 30 8.13 15 9 -6
1,234 -162 -11.58 7 9 2
326 -1 -0.16 12 9 -3
1,069 72 7.18 9 9 0
266 8 2.96 9 9 0
133 32 31.87 8 9 1
158 8 5.59 9 9 0
1,148 802 232.19 8 9 1
70 3 3.83 9 9 0
96 5 5.21 11 9 -2
813 523 180.39 11 9 -2
83 4 4.80 9 9 0
290 103 54.78 10 9 -1
229 55 31.47 4 9 5
62 -41 -39.72 9 9 0
92 -25 -21.28 10 9 -1
230 137 147.26 8 9 1
52 -1 -1.53 11 9 -2
246 12 5.34 12 9 -3
153 6 4.40 11 9 -2
63 16 35.38 10 9 -1
5,924 -106 -1.76 11 9 -2
43 9 27.45 8 9 1
391 27 7.45 9 9 0
298 58 23.94 8 9 1
88 22 34.14 8 9 1
153 77 101.83 8 9 1
842 788 1,466.63 8 8 0
267 35 15.24 9 8 -1
79 33 72.01 10 8 -2
225 6 2.51 8 8 0
1,619 105 6.90 7 8 1
92 6 6.60 8 8 0
22 8 59.02 7 8 1
57 45 381.90 7 8 1
304 28 9.95 8 8 0
4,503 -844 -15.78 3 8 5
60 7 12.24 8 8 0
45 6 15.47 9 8 -1
566 54 10.45 8 8 0
8 0 3.70 10 8 -2
712 37 5.45 8 8 0
214 15 7.79 7 8 1
142 12 9.28 8 8 0
290 130 81.36 5 8 3
55 -10 -15.51 7 8 1
102 10 11.23 8 8 0
242 -22 -8.34 7 8 1
106 22 26.37 7 8 1
765 730 2,126.07 5 8 3
111 5 4.48 9 8 -1
85 4 5.23 9 8 -1
65 2 3.96 8 8 0
418 366 702.92 2 8 6
48 2 3.42 8 8 0
10 -0 -0.72 8 8 0
2,587 125 5.06 12 8 -4
5 -1 -17.21 9 8 -1
21 4 24.07 6 8 2
64 -12 -15.85 4 8 4
22 9 68.81 7 8 1
381 -24 -5.95 9 8 -1
57 16 40.40 8 8 0
385 25 6.95 9 8 -1
17 1 9.31 10 8 -2
1,680 -1,208 -41.82 10 8 -2
130 11 9.39 10 8 -2
117 5 4.79 11 7 -4
41 6 18.98 7 7 0
60 38 168.31 4 7 3
146 6 4.19 7 7 0
64 2 2.71 10 7 -3
23 -0 -0.46 7 7 0
73 -5 -5.84 6 7 1
3,989 -149 -3.60 7 7 0
262 12 4.93 7 7 0
104 4 3.63 7 7 0
13 4 42.20 8 7 -1
24 -8 -25.00 5 7 2
69 -7 -9.24 7 7 0
28 5 23.01 5 7 2
2,339 325 16.14 4 7 3
17 -7 -29.84 7 7 0
40 1 2.70 7 7 0
23 -1 -3.23 7 7 0
451 377 502.74 8 7 -1
645 51 8.68 8 7 -1
70 18 35.74 7 7 0
16 13 325.57 6 7 1
310 -106 -25.56 9 7 -2
219 -21 -8.79 9 7 -2
182 9 5.10 7 7 0
375 29 8.50 7 7 0
35 -3 -9.11 10 7 -3
322 -38 -10.64 8 7 -1
210 7 3.49 7 7 0
451 22 5.08 13 7 -6
37 -8 -18.20 8 7 -1
72 0 0.05 11 7 -4
98 5 5.06 7 7 0
54 3 5.54 3 7 4
49 6 12.88 7 7 0
3,440 -27 -0.79 7 7 0
141 6 4.28 8 6 -2
90 6 7.31 12 6 -6
25 3 11.38 6 6 0
175 35 24.83 2 6 4
35 2 4.92 9 6 -3
278 83 42.49 11 6 -5
417 203 94.89 5 6 1
99 5 5.01 10 6 -4
13 1 10.19 6 6 0
205 -19 -8.35 10 6 -4
108 0 0.45 8 6 -2
85 -8 -8.58 6 6 0
211 81 62.44 8 6 -2
7 0 5.63 7 6 -1
134 -19 -12.65 11 6 -5
22 2 12.57 6 6 0
343 48 16.41 3 6 3
51 -1 -1.82 6 6 0
118 6 5.57 5 6 1
34 -24 -41.86 8 6 -2
360 26 7.70 6 6 0
156 7 4.40 7 6 -1
7 0 1.95 8 6 -2
140 2 1.41 6 6 0
122 7 6.35 10 6 -4
351 -55 -13.61 7 6 -1
9 0 0.73 6 6 0
10,634 -10 -0.09 8 6 -2
65 3 5.06 9 6 -3
19 1 5.78 6 6 0
9 0 1.37 6 6 0
121 4 3.23 10 6 -4
95 5 5.38 9 6 -3
8 1 22.02 5 6 1
96 9 10.55 7 6 -1
9 0 2.93 5 6 1
6,564 532 8.82 7 6 -1
12 -1 -5.39 6 6 0
154 20 15.10 2 6 4
135 -19 -12.08 6 6 0
718 -60 -7.67 8 5 -3
105 68 187.68 5 5 0
1,041 77 8.02 8 5 -3
9 0 3.95 8 5 -3
1,638 553 50.98 5 5 0
328 29 9.83 4 5 1
162 -3 -1.56 5 5 0
167 -8 -4.57 5 5 0
21 -10 -31.69 5 5 0
158 6 4.22 5 5 0
3,180 3,041 2,184.39 2 5 3
68 18 34.66 4 5 1
12 1 10.12 2 5 3
64 24 60.64 3 5 2
11 7 144.92 5 5 0
177 121 214.91 6 5 -1
1,767 1,745 7,719.36 2 5 3
244 -5 -2.08 4 5 1
30 -27 -47.71 2 5 3
380 36 10.58 5 5 0
293 -15 -4.94 5 5 0
63 63 ∞ 5 5
217 63 40.50 4 5 1
149 3 2.02 4 5 1
82 -4 -5.23 4 5 1
25 1 4.89 9 5 -4
4,371 -3,379 -43.60 6 5 -1
76 73 2,665.92 2 5 3
170 166 4,728.72 1 5 4
535 16 3.15 9 5 -4
5 -0 -7.26 5 5 0
374 281 301.74 1 5 4
154 45 41.07 6 5 -1
229 -26 -10.18 7 5 -2
11 0 1.31 6 5 -1
11 0 1.52 9 5 -4
20 -0 -0.14 8 5 -3
2,558 2,558 ∞ 5 5
22 1 4.52 7 5 -2
10 0 2.25 5 5 0
173 96 124.49 7 5 -2
4,023 -4,707 -53.92 5 5 0
90 -19 -17.61 4 5 1
32 29 752.05 1 5 4
15 0 2.20 5 5 0
1,947 -56 -2.78 5 5 0
59 10 20.28 4 5 1
30 2 8.60 5 4 -1
359 -228 -38.80 4 4 0
1,238 -82 -6.22 9 4 -5
21 10 94.71 2 4 2
4 0 13.96 7 4 -3
163 2 1.25 7 4 -3
1,259 235 22.96 3 4 1
232 13 5.95 8 4 -4
136 8 5.91 8 4 -4
25 -7 -21.96 4 4 0
290 8 2.82 5 4 -1
202 10 5.19 4 4 0
30 -35 -53.90 4 4 0
24 -9 -26.15 4 4 0
186 51 37.91 4 4 0
127 -164 -56.43 6 4 -2
20 1 6.16 8 4 -4
93 85 988.56 2 4 2
15 1 5.96 8 4 -4
37 9 31.06 1 4 3
75 75 ∞ 4 4
15 1 9.03 5 4 -1
46 30 199.70 5 4 -1
148 79 115.79 3 4 1
21 16 305.86 1 4 3
5 0 8.25 4 4 0
179 -6 -3.41 5 4 -1
234 19 8.77 7 4 -3
70 4 6.15 7 4 -3
7 7 ∞ 4 4
53 -0 -0.49 4 4 0
3,307 2,031 159.24 5 4 -1
65 13 24.07 7 4 -3
23 0 1.34 5 4 -1
55 16 42.05 7 4 -3
2,694 67 2.53 4 4 0
230 10 4.70 1 4 3
56 -2 -2.64 4 4 0
7,882 183 2.37 4 4 0
7 0 1.47 5 4 -1
23 1 5.16 4 4 0
214 -1 -0.48 4 4 0
114 -178 -60.89 6 4 -2
4 4 389.68 1 4 3
48 3 5.69 7 4 -3
33 -230 -87.30 1 4 3
49 3 6.88 8 4 -4
3,145 -909 -22.42 5 4 -1
3 -1 -29.64 5 4 -1
476 -55 -10.38 4 4 0
294 214 266.29 3 4 1
82 35 75.20 1 4 3
1,619 1,132 232.51 1 4 3
65 32 93.84 2 4 2
22 16 252.79 4 4 0
Список фондов

Этот объединенный портфель состоит из активов следующих фондов:

AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
Advanced Series Trust - Ast Loomis Sayles Large-cap Growth Portfolio
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Large Cap Focus Growth Fund Investor A
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
BSLNX - Managed Portfolio Series - Smith Group Large Cap Core Growth Fund Investor Class Shares
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class
LGPIX - Profunds - Large-cap Growth Profund Investor Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
MASTER LARGE CAP SERIES LLC - Master Large Cap Focus Growth Portfolio
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
MTCGX - M FUND INC - M Large Cap Growth Fund
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1
PENN SERIES FUNDS INC - Large Cap Growth Fund
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
Profunds - Profund Vp Large-cap Growth
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
ULTRA SERIES FUND - Large Cap Growth Fund Class I
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A
VLCGX - VALIC Co I - Large Capital Growth Fund
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R