Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 201 | State Street(R) SPDR(R) S&P(R) Dividend ETF · Spdr Series Trust | $20.8B | 159 | Mar 2026 |
| 202 | iShares Broad USD Investment Grade Corporate Bond ETF · iShares Trust | $20.7B | 11,460 | May 2026 |
| 203 | Schwab 1000 Index Fund · Schwab Investments | $20.6B | 998 | Jan 2026 |
| 204 | The DFA Short Term Investment Fund · The DFA Investment Trust Company | $20.4B | 153 | Jan 2026 |
| 205 | JPMorgan Hedged Equity Fund · JPMorgan Trust I | $20.3B | 155 | Jun 2026 |
| 206 | iShares iBoxx $ High Yield Corporate Bond ETF · iShares Trust | $20.2B | 1,324 | May 2026 |
| 207 | Capital Group Growth ETF | $20.2B | 92 | Feb 2026 |
| 208 | First Trust Rising Dividend Achievers ETF · First Trust Exchange-Traded Fund VI | $19.9B | 74 | Mar 2026 |
| 209 | American Funds Global Insight Fund | $19.8B | 185 | Jan 2026 |
| 210 | Ultra Short Income Portfolio · Morgan Stanley Institutional Fund Trust | $19.8B | 235 | Jun 2026 |
| 211 | BlackRock Equity Dividend Fund | $19.6B | 93 | Jan 2026 |
| 212 | T. Rowe Price Retirement 2045 Fund · T. Rowe Price Retirement Funds, Inc. | $19.6B | 30 | Feb 2026 |
| 213 | American Funds 2060 Target Date Retirement Fund · American Funds Target Date Retirement Series | $19.5B | 18 | Jan 2026 |
| 214 | iShares Russell Mid-Cap Growth ETF · iShares Trust | $19.5B | 281 | Mar 2026 |
| 215 | Stock Index Fund · Northern Funds | $19.4B | 507 | Jun 2026 |
| 216 | Vanguard California Intermediate-Term Tax-Exempt Fund · Vanguard California Tax-Free Funds | $19.3B | 5,179 | Feb 2026 |
| 217 | Avantis International Small Cap Value ETF · American Century ETF Trust | $19.1B | 1,663 | Feb 2026 |
| 218 | Vanguard Long-Term Tax-Exempt Fund · Vanguard Municipal Bond Funds | $18.9B | 4,005 | Jan 2026 |
| 219 | AB Municipal Income Shares · Ab Corporate Shares | $18.8B | 2,296 | Jan 2026 |
| 220 | Dimensional U.S. Equity Market ETF · Dimensional ETF Trust | $18.7B | 2,397 | Jan 2026 |