ETFs & Mutual Funds Holding JPM
ETFs & Mutual Funds Holding JPM
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
ETFs & Mutual Funds Holding JPM
Get exposure to JPMorgan Chase & Co. through 3235 funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Funds 401-800 of 3235 with JPM
| Fund ↕ | Weight ↓ | |
|---|---|---|
| TRPIX T. Rowe Price Value Fund Class I | Pro | View |
| TRVLX T. Rowe Price Value Fund Investor Class | Pro | View |
| TRZAX T. Rowe Price Value Fund Class Z | Pro | View |
| VIVAX Vanguard Morningstar Value Index Fund Investor Class | Pro | View |
| VIVIX Vanguard Morningstar Value Index Fund Institutional Class | Pro | View |
| VVIAX Vanguard Morningstar Value Index Fund Admiral Class | Pro | View |
| IWX iShares Russell Top 200 Value ETF | Pro | View |
| VTV Vanguard Morningstar Value ETF | Pro | View |
| FMSHX Franklin Mutual Shares Fund Class R6 | Pro | View |
| MUTHX Franklin Mutual Shares Fund Class Z | Pro | View |
| PAVLX T. Rowe Price Value Fund ADVISOR CLASS | Pro | View |
| GDGIX SIT Global Dividend Growth Fund Class I | Pro | View |
| GDGSX SIT Global Dividend Growth Fund Class S | Pro | View |
| LAAFX Lord Abbett Affiliated Fund class F | Pro | View |
| LAFCX Lord Abbett Affiliated Fund Inc. Class C | Pro | View |
| LAFPX Lord Abbett Affiliated Fund Class P | Pro | View |
| LAFQX Lord Abbett Affiliated Fund Class R2 | Pro | View |
| LAFRX Lord Abbett Affiliated Fund Class R3 | Pro | View |
| LAFTX Lord Abbett Affiliated Fund Class R5 | Pro | View |
| LAFVX Lord Abbett Affiliated Fund Class R6 | Pro | View |
| LAFSX Lord Abbett Affiliated Fund Class R4 | Pro | View |
| LAFYX Lord Abbett Affiliated Fund Inc. Class I | Pro | View |
| LAFFX Lord Abbett Affiliated Fund Inc. Class A | Pro | View |
| LTFOX Lord Abbett Affiliated Fund class F3 | Pro | View |
| ZECP Zacks Earnings Consistent Portfolio ETF | Pro | View |
| SNOIX Easterly Snow Long/Short Opportunity Fund Institutional Class | Pro | View |
| SNOAX Easterly Snow Long/Short Opportunity Fund Class A | Pro | View |
| SNORX Easterly Snow Long/Short Opportunity Fund Class R6 | Pro | View |
| SNOCX Easterly Snow Long/Short Opportunity Fund Class C | Pro | View |
| WOMN Impact Shares Women's Empowerment ETF | Pro | View |
| DYNF iShares US Equity Factor Rotation Active ETF | Pro | View |
| AFNAX Bahl & Gaynor Income Growth Fund Class A | Pro | View |
| AFNIX Bahl & Gaynor Income Growth Fund Class I | Pro | View |
| AFYCX Bahl & Gaynor Income Growth Fund Class C | Pro | View |
| PFM Invesco Dividend Achievers ETF | Pro | View |
| DIVHX Cutler Equity Fund | Pro | View |
| OSTFX Osterweis Fund Investor Class | Pro | View |
| SHE State Street SPDR MSCI USA Gender Diversity ETF | Pro | View |
| SACVX Spirit of America Large Cap Value Fund Class C | Pro | View |
| SOAVX Spirit of America Large Cap Value Fund | Pro | View |
| SOIVX Spirit of America Large Cap Value Fund Institutional Class | Pro | View |
| VBCVX VALIC Company I Systematic Value Fund | Pro | View |
| STVTX Virtus Ceredex Large Cap Value Equity Fund Class I | Pro | View |
| STVZX Virtus Ceredex Large Cap Value Equity Fund Class R6 | Pro | View |
| SVIFX Virtus Ceredex Large Cap Value Equity Fund Class C | Pro | View |
| SVIIX Virtus Ceredex Large Cap Value Equity Fund Class A | Pro | View |
| MIGYX Invesco Main Street Fund Class Y | Pro | View |
| MIGCX Invesco Main Street Fund Class C | Pro | View |
| MSIGX Invesco Main Street Fund Class A | Pro | View |
| MSJFX Invesco Main Street Fund Class R5 | Pro | View |
| OMGNX Invesco Main Street Fund Class R | Pro | View |
| OMSIX Invesco Main Street Fund Class R6 | Pro | View |
| JAMEX Jamestown Equity Fund | Pro | View |
| VNSE Natixis Vaughan Nelson Select ETF | Pro | View |
| AGOCX PGIM Jennison Global Equity Income Fund Class C | Pro | View |
| JDEZX PGIM Jennison Global Equity Income Fund Class Z | Pro | View |
| PJERX PGIM Jennison Global Equity Income Fund Class R | Pro | View |
| PJIQX PGIM Jennison Global Equity Income Fund Class R6 | Pro | View |
| SPQAX PGIM Jennison Global Equity Income Fund Class A | Pro | View |
| AWYIX CIBC Atlas Equity Income Fund Institutional Class | Pro | View |
| BMPEX Beck Mack + Oliver Partners Fund | Pro | View |
| LAMAX Lord Abbett Dividend Growth Fund Class A | Pro | View |
| LAMCX Lord Abbett Dividend Growth Fund Class C | Pro | View |
| LAMFX Lord Abbett Dividend Growth Fund Class F | Pro | View |
| LAMPX Lord Abbett Dividend Growth Fund Class P | Pro | View |
| LAMHX Lord Abbett Dividend Growth Fund Class R6 | Pro | View |
| LAMQX Lord Abbett Dividend Growth Fund Class R2 | Pro | View |
| LAMTX Lord Abbett Dividend Growth Fund Class R5 | Pro | View |
| LAMSX Lord Abbett Dividend Growth Fund Class R4 | Pro | View |
| LAMYX Lord Abbett Dividend Growth Fund Class I | Pro | View |
| LAMRX Lord Abbett Dividend Growth Fund Class R3 | Pro | View |
| LRMAX Lord Abbett Dividend Growth Fund Class F3 | Pro | View |
| MAVF Matrix Advisors Value ETF | Pro | View |
| VNSAX Vaughan Nelson Select Fund Class A | Pro | View |
| VNSCX Vaughan Nelson Select Fund Class C | Pro | View |
| VNSNX Vaughan Nelson Select Fund Class N | Pro | View |
| VNSYX Vaughan Nelson Select Fund Class Y | Pro | View |
| CPTL Global X Morningstar Capital Allocation Leaders ETF | Pro | View |
| SQS Sapient Quality Select ETF | Pro | View |
| TADGX T. Rowe Price Dividend Growth Fund Advisor Class | Pro | View |
| TRZDX T. Rowe Price Dividend Growth Fund Class z | Pro | View |
| PDGIX T. Rowe Price Dividend Growth Fund Class I | Pro | View |
| PRDGX T. Rowe Price Dividend Growth Fund Investor Class | Pro | View |
| PWV Invesco Large Cap Value ETF | Pro | View |
| IOAPX Invesco Main Street All Cap Fund Class R6 | Pro | View |
| MSAZX Invesco Main Street All Cap Fund Class R5 | Pro | View |
| OMSNX Invesco Main Street All Cap Fund Class R | Pro | View |
| OMSCX Invesco Main Street All Cap Fund Class C | Pro | View |
| OMSYX Invesco Main Street All Cap Fund Class Y | Pro | View |
| OMSOX Invesco Main Street All Cap Fund Class A | Pro | View |
| TMFC Motley Fool 100 Index ETF | Pro | View |
| EAERX Eaton Vance Stock Fund Class A | Pro | View |
| ECERX Eaton Vance Stock Fund Class C | Pro | View |
| EIERX Eaton Vance Stock Fund Class I | Pro | View |
| PYVAX Payden Equity Income Fund Adviser Cl | Pro | View |
| PYVLX Payden Equity Income Fund Investor Cl | Pro | View |
| PYVSX Payden Equity Income Fund | Pro | View |
| TDVG T. Rowe Price Dividend Growth ETF | Pro | View |
| LKEQX LKCM Equity Fund | Pro | View |
| CEVYX Columbia Global Value Fund Institutional Class 3 | Pro | View |
| CEVAX Columbia Global Value Fund Class S | Pro | View |
| CEVZX Columbia Global Value Fund Institutional Class | Pro | View |
| FEKFX Fidelity Equity-Income K6 Fund Class K6 | Pro | View |
| IEVAX Columbia Global Value Fund Class A | Pro | View |
| JRSAX Janus Henderson Adaptive Risk Managed US Equity Fund Class A | Pro | View |
| JRSCX Janus Henderson Adaptive Risk Managed US Equity Fund Class C | Pro | View |
| JRSDX Janus Henderson Adaptive Risk Managed US Equity Fund Class D | Pro | View |
| JRSIX Janus Henderson Adaptive Risk Managed US Equity Fund Class I | Pro | View |
| JRSNX Janus Henderson Adaptive Risk Managed US Equity Fund Class N | Pro | View |
| JRSSX Janus Henderson Adaptive Risk Managed US Equity Fund Class S | Pro | View |
| JRSTX Janus Henderson Adaptive Risk Managed US Equity Fund Class T | Pro | View |
| REVCX Columbia Global Value Fund Class C | Pro | View |
| REVRX Columbia Global Value Fund Class R | Pro | View |
| RSEYX Columbia Global Value Fund Institutional Class 2 | Pro | View |
| FLV American Century Focused Large Cap Value ETF | Pro | View |
| FEIKX Fidelity Equity Income Fund Class K | Pro | View |
| FEQIX Fidelity Equity Income Fund | Pro | View |
| RMBGX RMB Fund Class I | Pro | View |
| RMBHX RMB Fund Class A | Pro | View |
| RMBJX RMB Fund Class C | Pro | View |
| SCLZ Swan Enhanced Dividend Income ETF | Pro | View |
| WIMVX Segall Bryant & Hamill Global All Cap Fund Institutional Class | Pro | View |
| WTMVX Segall Bryant & Hamill Global All Cap Fund Retail Class | Pro | View |
| FINHX Fidelity Advisor Equity-Income Fund Class A | Pro | View |
| FINQX Fidelity Advisor Equity-Income Fund Class M | Pro | View |
| FIOMX Fidelity Advisor Equity-Income Fund Class I | Pro | View |
| FINYX Fidelity Advisor Equity-Income Fund Class C | Pro | View |
| FIOPX Fidelity Advisor Equity-Income Fund Class Z | Pro | View |
| PEIIX Principal Equity Income Fund Institutional Class | Pro | View |
| PEIJX Principal Equity Income Fund Class J | Pro | View |
| PEIQX Principal Equity Income Fund Class R-5 | Pro | View |
| PEIOX Principal Equity Income Fund Class R-3 | Pro | View |
| PEUCX Principal Equity Income Fund Class C | Pro | View |
| PQIAX Principal Equity Income Fund Class A | Pro | View |
| BIGY YieldMax Target 12 Big 50 Option Income ETF | Pro | View |
| NBHAX Neuberger Berman Equity Income Fund Class A | Pro | View |
| NBHCX Neuberger Berman Equity Income Fund Class C | Pro | View |
| NBHIX Neuberger Berman Equity Income Fund Instl Class | Pro | View |
| NBHEX Neuberger Berman Equity Income Fund Class E | Pro | View |
| NBHRX Neuberger Berman Equity Income Class R3 | Pro | View |
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund | Pro | View |
| ACFLX American Century Focused Large Cap Value Fund Class G | Pro | View |
| ACUIX Columbia Dividend Opportunity Fund Class C | Pro | View |
| ALPAX American Century Focused Large Cap Value Fund Class A | Pro | View |
| ALPCX American Century Focused Large Cap Value Fund Class C | Pro | View |
| ALVDX American Century Focused Large Cap Value Fund Class R6 | Pro | View |
| ALVGX American Century Focused Large Cap Value Fund Class R5 | Pro | View |
| ALVIX American Century Focused Large Cap Value Fund Investor Class | Pro | View |
| ALVRX American Century Focused Large Cap Value Fund Class R | Pro | View |
| ALVSX American Century Focused Large Cap Value Fund Class I | Pro | View |
| CDOAX Columbia Dividend Opportunity Fund Class S | Pro | View |
| CDOZX Columbia Dividend Opportunity Fund Class I | Pro | View |
| CDOYX Columbia Dividend Opportunity Fund Class I3 | Pro | View |
| INUTX Columbia Dividend Opportunity Fund Class A | Pro | View |
| RSDFX Columbia Dividend Opportunity Fund Class I2 | Pro | View |
| RSOOX Columbia Dividend Opportunity Fund Class R | Pro | View |
| MONTX Monetta Fund | Pro | View |
| MPGFX Mairs & Power Growth Fund | Pro | View |
| DGRO iShares Core Dividend Growth ETF | Pro | View |
| SEQAX NAA World Equity Income Fund Class A | Pro | View |
| SEWIX NAA World Equity Income Fund Institutional Class | Pro | View |
| SFGCX NAA World Equity Income Fund Class C | Pro | View |
| EOI Eaton Vance Enhanced Equity Income Fund | Pro | View |
| ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund | Pro | View |
| HAPI Harbor Human Capital Factor US Large Cap ETF | Pro | View |
| ACGCX American Century Disciplined Value Fund C Class | Pro | View |
| AICGX American Century Disciplined Value Fund R5 Class | Pro | View |
| AICRX American Century Disciplined Value Fund R class | Pro | View |
| AMADX American Century Disciplined Value Fund A Class | Pro | View |
| AMGIX American Century Disciplined Value Fund Class I | Pro | View |
| BIGRX American Century Disciplined Value Fund Investor Class | Pro | View |
| MFADX Cromwell Marketfield L/S Fund Class A | Pro | View |
| MFLDX Cromwell Marketfield L/S Fund Class I | Pro | View |
| BGIG Bahl & Gaynor Income Growth ETF | Pro | View |
| CAABX ClearBridge Sustainability Leaders Fund Class C | Pro | View |
| CBSLX ClearBridge Sustainability Leaders Fund Class R | Pro | View |
| CLSUX ClearBridge Sustainability Leaders Fund Class A | Pro | View |
| LCILX ClearBridge Sustainability Leaders Fund Class IS | Pro | View |
| LCISX ClearBridge Sustainability Leaders Fund Class I | Pro | View |
| LCSTX ClearBridge Sustainability Leaders Fund Class FI | Pro | View |
| IAVGX Voya Growth and Income Portfolio Advisor Class | Pro | View |
| IGISX Voya Growth and Income Portfolio Class S2 | Pro | View |
| IIVGX Voya Growth and Income Portfolio Initial | Pro | View |
| ISVGX Voya Growth and Income Portfolio Class S | Pro | View |
| SCDGX DWS Core Equity Fund Class S | Pro | View |
| SUWAX DWS Core Equity Fund Class A | Pro | View |
| SUWCX DWS Core Equity Fund Class C | Pro | View |
| SUWIX DWS Core Equity Fund Class Institutional | Pro | View |
| SUWZX DWS Core Equity Fund Class R6 | Pro | View |
| IGIAX Integrity Growth & Income Fund Class A | Pro | View |
| IGIUX Integrity Growth & Income Fund Class C | Pro | View |
| IGIVX Integrity Growth & Income Fund Class I | Pro | View |
| SBHAX Segall Bryant & Hamill All Cap Fund Institutional Class | Pro | View |
| SBRAX Segall Bryant & Hamill All Cap Fund Retail Class | Pro | View |
| ZDIIX Zacks Dividend Fund Institutional Class | Pro | View |
| ZDIVX Zacks Dividend Fund Investor Class | Pro | View |
| MBOX Freedom Day Dividend ETF | Pro | View |
| RFDA ALPS Dynamic US Dividend Advantage ETF | Pro | View |
| BCGDX Blue Current Global Dividend Fund- Institutional Class | Pro | View |
| DAK Dakota Active Equity ETF | Pro | View |
| CHDEX Cullen High Dividend Equity Fund Retail Class | Pro | View |
| CHDVX Cullen High Dividend Equity Fund Class I | Pro | View |
| CHVCX Cullen High Dividend Equity Fund Class C | Pro | View |
| CVLEX Cullen Value Fund Advisor Class | Pro | View |
| CVLFX Cullen Value Fund Class C | Pro | View |
| CVLVX Cullen Value Fund Class I | Pro | View |
| LCAP Principal Capital Appreciation Select ETF | Pro | View |
| RYFAX Rydex Financial Services Fund Class H | Pro | View |
| RYFIX Rydex Financial Services Fund Investor Class | Pro | View |
| RYFCX Rydex Financial Services Fund Class C | Pro | View |
| RYFNX Rydex Financial Services Fund Class A | Pro | View |
| PJDAX PGIM Jennison Rising Dividend Fund Class A | Pro | View |
| PJDCX PGIM Jennison Rising Dividend Fund Class C | Pro | View |
| PJDQX PGIM Jennison Rising Dividend Fund Class R6 | Pro | View |
| PJDZX PGIM Jennison Rising Dividend Fund Class Z | Pro | View |
| DLN WisdomTree US LargeCap Dividend Fund | Pro | View |
| SCHV Schwab US Large-Cap Value ETF | Pro | View |
| ARDGX Archer Dividend Growth Fund | Pro | View |
| VPX Variant Perception Cycle Aware US Equity ETF | Pro | View |
| DRTCX BNY Mellon Sustainable US Equity Fund, Inc. Class I | Pro | View |
| DRTHX BNY Mellon Sustainable US Equity Fund, Inc. Class Z | Pro | View |
| DTCAX BNY Mellon Sustainable US Equity Fund, Inc. Class A | Pro | View |
| DTCCX BNY Mellon Sustainable US Equity Fund, Inc. Class C | Pro | View |
| DTCYX BNY Mellon Sustainable US Equity Fund, Inc. Class Y | Pro | View |
| HGRO Hedgeye Quality Growth ETF | Pro | View |
| NCEGX North Country Large Cap Equity Fund | Pro | View |
| DPRIX BNY Mellon Worldwide Growth Fund Inc Class Y | Pro | View |
| DPWRX BNY Mellon Worldwide Growth Fund Inc Class I | Pro | View |
| PGRCX BNY Mellon Worldwide Growth Fund Inc Class C | Pro | View |
| PGROX BNY Mellon Worldwide Growth Fund Inc Class A | Pro | View |
| DQICX BNY Mellon Equity Income Fund Class C | Pro | View |
| DQIAX BNY Mellon Equity Income Fund Class A | Pro | View |
| DQIRX BNY Mellon Equity Income Fund Class I | Pro | View |
| DQIYX BNY Mellon Equity Income Fund Class Y | Pro | View |
| HEFT Hedgeye Fourth Turning ETF | Pro | View |
| HELS Hedgeye 130/30 Equity ETF | Pro | View |
| ACIIX American Century Equity Income Fund Class I | Pro | View |
| ADGAX AB Core Opportunities Fund | Pro | View |
| ADGCX AB Core Opportunities Fund | Pro | View |
| ADGIX AB Core Opportunities Fund | Pro | View |
| ADGYX AB Core Opportunities Fund Inc Advisor Class | Pro | View |
| ADGZX AB Core Opportunities Fund Class Z | Pro | View |
| AEIMX American Century Equity Income Fund Class G | Pro | View |
| AEIYX American Century Equity Income Fund Class Y | Pro | View |
| AEIUX American Century Equity Income Fund Class R5 | Pro | View |
| AEUDX American Century Equity Income Fund Class R6 | Pro | View |
| AEURX American Century Equity Income Fund Class R | Pro | View |
| AEYIX American Century Equity Income Fund Class C | Pro | View |
| TWEAX American Century Equity Income Fund Class A | Pro | View |
| TWEIX American Century Equity Income Fund Investor Class | Pro | View |
| HDPBX Hodges Blue Chip Equity Income Fund Retail Class | Pro | View |
| LMESX ClearBridge Appreciation Fund Class IS | Pro | View |
| LMPPX ClearBridge Appreciation Fund Class R | Pro | View |
| LMPIX ClearBridge Appreciation Fund Class FI | Pro | View |
| SAPCX ClearBridge Appreciation Fund Class C | Pro | View |
| SAPYX ClearBridge Appreciation Fund Class I | Pro | View |
| SHAPX ClearBridge Appreciation Fund Class A | Pro | View |
| AEPIX Allspring Managed Account CoreBuilder Shares Class EPI | Pro | View |
| NMUAX Neuberger Berman Multi-Cap Opportunities Fund Class A | Pro | View |
| NMUCX Neuberger Berman Multi-Cap Opportunities Fund Class C | Pro | View |
| NMUEX Neuberger Berman Multi-Cap Opportunities Fund Class E | Pro | View |
| NMULX Neuberger Berman Multi-Cap Opportunities Fund Insti Class | Pro | View |
| NQCRX Nuveen Large Cap Value Opportunities Fund Class R | Pro | View |
| NQCCX Nuveen Large Cap Value Opportunities Fund Class C | Pro | View |
| NQCAX Nuveen Large Cap Value Opportunities Fund Class A | Pro | View |
| CHFTX Invesco Charter Fund Class R6 | Pro | View |
| CHRSX Invesco Charter Fund Class S | Pro | View |
| CHRRX Invesco Charter Fund Class R | Pro | View |
| CHTCX Invesco Charter Fund Class C | Pro | View |
| CHTRX Invesco Charter Fund Class A | Pro | View |
| CHTVX Invesco Charter Fund Class R5 | Pro | View |
| CHTYX Invesco Charter Fund Class Y | Pro | View |
| HDCAX Rational Equity Armor Fund Class A | Pro | View |
| HDCTX Rational Equity Armor Fund Institutional Class | Pro | View |
| HDCEX Rational Equity Armor Fund Class C | Pro | View |
| NBPTX Neuberger Large Cap Value Fund Trust Class | Pro | View |
| NBPBX Neuberger Large Cap Value Fund Advisor Class | Pro | View |
| NBPIX Neuberger Large Cap Value Fund Institutional Class | Pro | View |
| NPNAX Neuberger Large Cap Value Fund Class A | Pro | View |
| NPNCX Neuberger Large Cap Value Fund Class C | Pro | View |
| NPRTX Neuberger Large Cap Value Fund Investor Class | Pro | View |
| NPNEX Neuberger Large Cap Value Fund Class E | Pro | View |
| NPNRX Neuberger Large Cap Value Fund Class R3 | Pro | View |
| NRLCX Neuberger Large Cap Value Fund Class R6 | Pro | View |
| SWP SWP Growth & Income ETF | Pro | View |
| DIVL Madison Dividend Value ETF | Pro | View |
| DREVX BNY Mellon Large Cap Securities Fund Inc | Pro | View |
| ANVIX Virtus NFJ Large Cap Value Fund Institutional Class | Pro | View |
| MIRTX Massachusetts Investors Trust Cl R2 | Pro | View |
| MITCX Massachusetts Investors Trust - C | Pro | View |
| MITBX Massachusetts Investors Trust Class B | Pro | View |
| MITDX Massachusetts Investors Trust Class R4 | Pro | View |
| MITGX Massachusetts Investors Trust Class R1 | Pro | View |
| MITHX Massachusetts Investors Trust Class R3 | Pro | View |
| MITTX Massachusetts Investors Trust Class A | Pro | View |
| MITJX Massachusetts Investors Trust Class R6 | Pro | View |
| MITIX Massachusetts Investors Trust Class I | Pro | View |
| PNBAX Virtus NFJ Large Cap Value Fund Class A | Pro | View |
| PNBCX Virtus NFJ Large Cap Value Fund Class C | Pro | View |
| VAAGX Virtus NFJ Large Cap Value Fund Class R6 | Pro | View |
| CAMOX Cambiar Opportunity Fund Portfolio Investor Class | Pro | View |
| CAMWX Cambiar Opportunity Fund Institutional Class | Pro | View |
| NSEIX Nicholas Equity Income Fund Inc. Cl I | Pro | View |
| DTD WisdomTree US Total Dividend Fund | Pro | View |
| FDVV Fidelity High Dividend ETF | Pro | View |
| BHBFX Madison Dividend Income Fund Class Y | Pro | View |
| CVAPX Clearbridge Variable Appreciation Portfolio CL II | Pro | View |
| MADAX Madison Dividend Income Fund Series A | Pro | View |
| MADRX Madison Dividend Income Fund Class R6 | Pro | View |
| MDMIX Madison Dividend Income Fund Class I | Pro | View |
| QLMAOX ClearBridge Variable Appreciation Portfolio Class I | Pro | View |
| ALRG Allspring LT Large Core ETF | Pro | View |
| ARCHX Archer Balanced Fund | Pro | View |
| UIGIX Victory Growth & Income Fund Institutional Shares | Pro | View |
| USGRX Victory Growth & Income Fund Class Fund shares | Pro | View |
| WMBLX WesMark Balanced Fund | Pro | View |
| ACUSX Advisors Capital Total Return - Equity Fund | Pro | View |
| ILCV iShares Morningstar Value ETF | Pro | View |
| THRO iShares US Thematic Rotation Active ETF | Pro | View |
| AVLV Avantis US Large Cap Value ETF | Pro | View |
| FELV Fidelity Enhanced Large Cap Value ETF | Pro | View |
| ANDVX Virtus NFJ Dividend Value Fund Class R6 | Pro | View |
| NFJEX Virtus NFJ Dividend Value Fund Institutional Class | Pro | View |
| PNEAX Virtus NFJ Dividend Value Fund Class A | Pro | View |
| PNECX Virtus NFJ Dividend Value Fund Class C | Pro | View |
| GINX SGI Enhanced Global Income ETF | Pro | View |
| FTHI First Trust BuyWrite Income ETF | Pro | View |
| BRGIX Bridges Investment Fund | Pro | View |
| DIVB iShares Core Dividend ETF | Pro | View |
| DSHFX Destinations Shelter Fund Class I | Pro | View |
| DSHZX Destinations Shelter Fund Class Z | Pro | View |
| UDPIX Ultra Dow 30 Profund Investor Class | Pro | View |
| UDPSX Ultra Dow 30 Profund Service Class | Pro | View |
| YLDW Westwood Enhanced Income Opportunity ETF | Pro | View |
| EVUS ishares ESG Aware MSCI USA Value ETF | Pro | View |
| ABLOX Alger Balanced Portfolio Class I2 | Pro | View |
| CONWX Concorde Wealth Management Fund | Pro | View |
| TLCHX Nuveen Life Large Cap Responsible Equity Fund | Pro | View |
| CDPI Columbia High Dividend Premium Income ETF | Pro | View |
| ELFNX Elfun Trusts | Pro | View |
| ARSKX Archer Stock Fund | Pro | View |
| AFALX Applied Finance Dividend Fund Investor Class | Pro | View |
| AFAZX Applied Finance Dividend Fund Institutional Class | Pro | View |
| UIVAX Victory Value Fund Institutional Class | Pro | View |
| UVALX Victory Value Fund Class Fund shares | Pro | View |
| NSIV North Square Disciplined Value ETF | Pro | View |
| RYCVX Dow 2x Strategy Fund Class H | Pro | View |
| RYCYX Dow 2x Strategy Fund Class C | Pro | View |
| RYLDX Dow 2x Strategy Fund Class A | Pro | View |
| SJVAX Steward Large Cap Value Fund Class A | Pro | View |
| SJVIX Steward Large Cap Value Fund Institutional Class | Pro | View |
| ACLCX American Century Value Fund Class C | Pro | View |
| AMFEX AAMA Equity Fund | Pro | View |
| AVLIX American Century Value Fund Class I | Pro | View |
| AVUDX American Century Value Fund Class R6 | Pro | View |
| AVUGX American Century Value Fund Class R5 | Pro | View |
| AVURX American Century Value Fund Class R | Pro | View |
| AVUYX American Century Value Fund Class Y | Pro | View |
| TWADX American Century Value Fund Class A | Pro | View |
| TWVLX American Century Value Fund Investor Class | Pro | View |
| NQVAX Nuveen Multi-Cap Value Fund Class A | Pro | View |
| NQVCX Nuveen Multi-Cap Value Fund Class C | Pro | View |
| NQVRX Nuveen Multi-Cap Value Fund Class Y | Pro | View |
| RAFE PIMCO RAFI ESG US ETF | Pro | View |
| BUFDX Buffalo Dividend Focus Fund Investor Class | Pro | View |
| BUIDX Buffalo Dividend Focus Fund Institutional Class | Pro | View |
| CAPEX Eaton Vance Tax-Managed Growth Fund | Pro | View |
| ECTGX Eaton Vance Tax-Managed Growth Fund 1.1 Class C | Pro | View |
| EITGX Eaton Vance Tax-Managed Growth Fund 1.2 - Class I | Pro | View |
| EITMX Eaton Vance Tax-Managed Growth Fund 1.1 Class I | Pro | View |
| ETTGX Eaton Vance Tax-Managed Growth Fund 1.1 Class A | Pro | View |
| EXTGX Eaton Vance Tax-Managed Growth Fund 1.2-Class A | Pro | View |
| EZTGX Eaton Vance Tax-Managed Growth Fund 1.2-Class C | Pro | View |
| NEAMX Neiman Large Cap Value Fund Class A Shares | Pro | View |
| NEIMX Neiman Large Cap Value Fund No Load Class | Pro | View |
| AMOMX AQR Large Cap Momentum Style Fund Class I | Pro | View |
| AMONX AQR Large Cap Momentum Style Fund Class N | Pro | View |
| QMORX AQR Large Cap Momentum Style Fund Class R6 | Pro | View |
| VALAX Al Frank Fund Advisor class | Pro | View |
| MALVX BlackRock Advantage Large Cap Value Fund Institutional Class | Pro | View |
| MCLVX BlackRock Advantage Large Cap Value Fund Class C | Pro | View |
| MDLVX BlackRock Advantage Large Cap Value Fund Class A | Pro | View |
| MLVKX BlackRock Advantage Large Cap Value Fund Class K | Pro | View |
| MRLVX BlackRock Advantage Large Cap Value Fund Class R | Pro | View |
| EXEYX Manning & Napier Equity Series Class S | Pro | View |
| MEYWX Manning & Napier Equity Series Class W | Pro | View |
| QDF Northern Trust Quality Dividend ETF | Pro | View |
| DFVX Dimensional US Large Cap Vector ETF | Pro | View |
| IWD iShares Russell 1000 Value ETF | Pro | View |
| VONV Vanguard Russell 1000 Value ETF | Pro | View |
| VRVIX Vanguard Russell 1000 Value Index Fund Insti Cl | Pro | View |
| THCVX Nuveen Large Cap Value Index Fund Class I | Pro | View |
| TILVX Nuveen Large Cap Value Index Fund Class R6 | Pro | View |
| TRCVX Nuveen Large Cap Value Index Fund Retirement Class | Pro | View |
| GVUS Goldman Sachs MarketBeta Russell 1000 Value Equity ETF | Pro | View |
| CGCV Capital Group Conservative Equity ETF | Pro | View |
| FICHX Cantor Fitzgerald Large Cap Focused Fund Institutional Class | Pro | View |
| FICGX Cantor Fitzgerald Large Cap Focused Fund Class A | Pro | View |
| FICIX Cantor Fitzgerald Large Cap Focused Fund Class R6 | Pro | View |
| CMNWX Principal Capital Appreciation Fund Class A | Pro | View |
★The Portfolio X-Ray: see what you actually own Cancel anytime★

See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.
✓Advanced ETF Screener✓All holdings, not just top 10✓Sector & Theme classification✓Compare up to 10 ETFs✓ETF Overlap AnalysisUpdated daily (within 12hrs)
From FundXLS, built by a team trusted since 2014