XPO, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $13.10M | 0.27% | 67,331 NS | $4.89B | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $12.63M | 0.42% | 64,929 NS | $3.03B | FIGI |
| Fidelity Contrafund K6 Fidelity Contrafund | — | $12.20M | 0.04% | 62,689 NS | $33.57B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $12.19M | 0.02% | 62,657 NS | $58.89B | FIGI |
| Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST | TAOZ | $12.01M | 2.58% | 61,748 NS | $466.35M | FIGI |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | — | $11.69M | 1.11% | 60,100 NS | $1.06B | FIGI |
| ClearBridge Variable Small Cap Growth Portfol… Legg Mason Partners Variable Equity Trust | — | $11.51M | 2.92% | 59,180 NS | $394.44M | FIGI |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | — | $10.74M | 1.48% | 55,229 NS | $724.27M | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $10.60M | 0.70% | 54,479 NS | $1.50B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $10.59M | 0.71% | 54,455 NS | $1.50B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $10.42M | 0.03% | 53,562 NS | $30.28B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $10.09M | 0.42% | 51,873 NS | $2.38B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $9.95M | 0.04% | 51,150 NS | $26.03B | FIGI |
| First Trust Nasdaq Transportation ETF First Trust Exchange-Traded Fund VI | FTXR | $9.89M | 1.18% | 50,835 NS | $839.00M | FIGI |
| Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Var… | — | $9.84M | 1.44% | 50,571 NS | $685.40M | FIGI |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | — | $9.17M | 1.29% | 47,135 NS | $708.37M | FIGI |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | — | $9.06M | 0.91% | 46,560 NS | $991.06M | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $8.59M | 0.70% | 44,161 NS | $1.22B | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $8.31M | 0.32% | 42,727 NS | $2.59B | FIGI |
| Allspring SMID Cap Growth Fund ALLSPRING FUNDS TRUST | — | $8.15M | 1.01% | 41,879 NS | $807.74M | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $8.10M | 0.69% | 41,611 NS | $1.17B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $7.86M | 0.30% | 40,390 NS | $2.63B | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $7.85M | 0.71% | 40,351 NS | $1.11B | FIGI |
| ClearBridge Variable Large Cap Value Portfolio Legg Mason Partners Variable Equity Trust | — | $7.76M | 2.92% | 39,900 NS | $265.51M | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $7.73M | 0.69% | 39,757 NS | $1.13B | FIGI |
| T. Rowe Price Diversified Mid-Cap Growth Fund… T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH … | — | $7.55M | 0.18% | 38,800 NS | $4.26B | FIGI |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $7.25M | 1.92% | 37,253 NS | $376.69M | FIGI |
| State Street(R) SPDR(R) S&P(R) Transportation… SPDR SERIES TRUST | XTN | $6.75M | 2.53% | 34,680 NS | $267.10M | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $6.66M | 0.71% | 34,251 NS | $937.53M | FIGI |
| Columbia Variable Portfolio - Select Mid Cap … Columbia Funds Variable Series Trust II | — | $6.64M | 1.49% | 34,129 NS | $447.01M | FIGI |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | FMDE | $6.38M | 0.11% | 32,802 NS | $5.88B | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $6.27M | 0.11% | 32,222 NS | $5.55B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $5.94M | 0.03% | 30,546 NS | $17.05B | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $5.62M | 0.38% | 28,902 NS | $1.50B | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $5.61M | 0.16% | 28,829 NS | $3.41B | FIGI |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | — | $5.57M | 0.20% | 28,639 NS | $2.83B | FIGI |
| M Capital Appreciation Fund M FUND INC | — | $5.49M | 2.09% | 28,202 NS | $262.64M | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $5.13M | 0.71% | 26,394 NS | $719.76M | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $5.12M | 0.30% | 26,320 NS | $1.71B | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $4.94M | 0.65% | 25,368 NS | $759.28M | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $4.88M | 0.02% | 25,084 NS | $26.28B | FIGI |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | — | $4.82M | 0.54% | 24,782 NS | $893.01M | FIGI |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | — | $4.71M | 1.10% | 24,203 NS | $429.55M | FIGI |
| LVIP American Century Capital Appreciation Fu… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $4.56M | 1.08% | 23,441 NS | $421.33M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $4.50M | 0.04% | 23,143 NS | $11.74B | FIGI |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $4.40M | 0.68% | 22,615 NS | $642.78M | FIGI |
| VIP Industrials Portfolio Variable Insurance Products Fund IV | — | $4.20M | 1.08% | 21,600 NS | $389.27M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $4.20M | 0.68% | 21,581 NS | $613.37M | FIGI |
| NVIT Allspring Discovery Fund Nationwide Variable Insurance Trust | — | $3.99M | 1.01% | 20,492 NS | $396.25M | FIGI |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | — | $3.93M | 1.12% | 20,197 NS | $352.01M | FIGI |