Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 2661 | LVIP Global Conservative Allocation Managed Risk Fund · Lincoln Variable Insurance Products Trust | $821M | 37 | Mar 2026 |
| 2662 | Franklin FTSE United Kingdom ETF · Franklin Templeton ETF Trust | $821M | 97 | Mar 2026 |
| 2663 | Payden Low Duration Fund · Payden & Rygel Investment Group | $820M | 259 | Jan 2026 |
| 2664 | JPMorgan SmartRetirement 2060 Fund · JPMorgan Trust I | $820M | 24 | Mar 2026 |
| 2665 | BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF · BondBloxx ETF Trust | $818M | 441 | Jan 2026 |
| 2666 | 2050 Lifetime Blend Portfolio · John Hancock Funds II | $817M | 20 | Feb 2026 |
| 2667 | Franklin Senior Loan ETF · Franklin Templeton ETF Trust | $817M | 241 | Mar 2026 |
| 2668 | Angel Oak UltraShort Income Fund · Angel Oak Funds Trust | $817M | 458 | Jan 2026 |
| 2669 | Avantis All Equity Markets ETF · American Century ETF Trust | $816M | 15 | Feb 2026 |
| 2670 | Franklin Oregon Tax-Free Income Fund · Franklin Tax Free Trust | $816M | 164 | Feb 2026 |
| 2671 | Goldman Sachs Technology Opportunities Fund · Goldman Sachs Trust | $815M | 39 | Nov 2025 |
| 2672 | Neuberger Berman Short Duration Income ETF · Neuberger Berman ETF Trust | $814M | 880 | Jan 2026 |
| 2673 | Vident U.S. Equity Strategy ETF · ETF Series Solutions | $814M | 123 | Feb 2026 |
| 2674 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio · Sunamerica Series Trust | $812M | 1,568 | Jan 2026 |
| 2675 | LVIP American Balanced Allocation Fund · Lincoln Variable Insurance Products Trust | $812M | 10 | Mar 2026 |
| 2676 | Eaton Vance Global Equity Income Fund · Eaton Vance Mutual Funds Trust | $811M | 113 | Jan 2026 |
| 2677 | Thrivent High Yield Fund · Thrivent Mutual Funds | $810M | 657 | Jan 2026 |
| 2678 | Emerging Markets Core Fund · Federated Hermes Core Trust | $810M | 503 | Apr 2026 |
| 2679 | Victory Extended Market Index Fund · Victory Portfolios III | $808M | 2,538 | Jan 2026 |
| 2680 | 2025 Lifetime Blend Portfolio · John Hancock Funds II | $807M | 34 | Feb 2026 |