Westlake Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | — | $149.52M | 1.01% | 1,279,912 NS | $14.78B | FIGI |
| New Perspective Fund New Perspective Fund | — | $143.63M | 0.09% | 1,229,522 NS | $152.76B | FIGI |
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $128.99M | 0.12% | 1,104,184 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $119.03M | 0.01% | 1,018,878 NS | $1.99T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $86.14M | 0.05% | 737,369 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $54.85M | 0.09% | 469,530 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $43.53M | 0.05% | 372,614 NS | $81.50B | FIGI |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | SDY | $32.85M | 0.16% | 281,172 NS | $20.67B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $29.37M | 0.12% | 251,372 NS | $24.22B | FIGI |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | — | $26.85M | 1.37% | 229,878 NS | $1.96B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $24.57M | 0.02% | 210,364 NS | $129.17B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $19.84M | 0.25% | 169,813 NS | $7.98B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $19.05M | 0.12% | 163,078 NS | $15.63B | FIGI |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | — | $18.11M | 1.58% | 155,000 NS | $1.15B | FIGI |
| SPROTT FOCUS TRUST INC. — | — | $15.77M | 4.95% | 135,000 NS | $318.83M | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $14.99M | 0.03% | 128,327 NS | $48.22B | FIGI |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | — | $13.64M | 0.37% | 116,800 NS | $3.67B | FIGI |
| JNL/WMC Balanced Fund JNL Series Trust | — | $12.68M | 0.14% | 108,513 NS | $8.76B | FIGI |
| Allspring Diversified Capital Builder Fund ALLSPRING FUNDS TRUST | — | $12.27M | 0.63% | 105,000 NS | $1.94B | FIGI |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | — | $8.98M | 1.56% | 76,911 NS | $577.52M | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $8.89M | 0.01% | 76,110 NS | $69.79B | FIGI |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | — | $8.68M | 0.95% | 74,303 NS | $913.49M | FIGI |
| NYLIM VP Schroders Mid Cap Opportunities Port… NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $7.82M | 1.22% | 66,959 NS | $641.21M | FIGI |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | TMSL | $6.59M | 0.42% | 56,451 NS | $1.55B | FIGI |
| Mid Value Trust John Hancock Variable Insurance Trust | — | $6.47M | 1.02% | 55,408 NS | $637.63M | FIGI |
| iShares U.S. Infrastructure ETF iShares Trust | IFRA | $6.05M | 0.16% | 51,797 NS | $3.70B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $5.98M | 0.25% | 51,213 NS | $2.41B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $5.69M | 0.04% | 48,740 NS | $14.16B | FIGI |
| Brandes U.S. Value ETF The 2023 ETF Series Trust | BUSA | $5.23M | 1.90% | 44,811 NS | $274.84M | FIGI |
| Goldman Sachs Variable Insurance Trust Mid Ca… Goldman Sachs Variable Insurance Trust | — | $5.18M | 1.17% | 44,377 NS | $442.92M | FIGI |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $5.10M | 0.14% | 43,637 NS | $3.63B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $4.93M | 0.01% | 42,239 NS | $79.62B | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $3.89M | 0.12% | 33,259 NS | $3.26B | FIGI |
| Victory RS Value Fund Victory Portfolios | — | $3.52M | 1.44% | 30,170 NS | $244.99M | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $3.28M | 0.01% | 28,076 NS | $24.08B | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $3.19M | 0.12% | 27,337 NS | $2.64B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $3.07M | 0.13% | 26,282 NS | $2.38B | FIGI |
| Disciplined Value Global Long/Short Fund John Hancock Investment Trust | — | $3.03M | 0.46% | 25,963 NS | $656.28M | FIGI |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | — | $2.93M | 1.56% | 25,106 NS | $187.55M | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $2.71M | 0.01% | 23,199 NS | $42.78B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $2.64M | 0.05% | 22,621 NS | $4.89B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $2.57M | 0.01% | 21,978 NS | $36.29B | FIGI |
| Mid Cap Index Fund Northern Funds | — | $2.45M | 0.12% | 20,955 NS | $2.05B | FIGI |
| Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust | — | $2.36M | 2.13% | 20,184 NS | $110.64M | FIGI |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.34M | 0.62% | 19,998 NS | $376.69M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.11M | 0.00% | 18,067 NS | $58.89B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $2.11M | 0.01% | 18,022 NS | $26.03B | FIGI |
| EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust | — | $2.03M | 1.16% | 17,419 NS | $175.67M | FIGI |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | — | $1.87M | 0.26% | 16,019 NS | $724.27M | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $1.82M | 0.12% | 15,622 NS | $1.50B | FIGI |