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Institutional (13F) Funds (N-PORT) ·
registered investment companies (mutual funds, ETFs)
Page 208 of 434  ·  8,674 funds
# Fund Name AUM ▼ Positions Period
4141 Direxion Daily Energy Bull 2X Shares · Direxion Shares ETF Trust $309M 29 Jan 2026
4142 Knights of Columbus U.S. ALL CAP INDEX FUND · Advisors' Inner Circle Iii $309M 2,743 Jan 2026
4143 SA Columbia Focused Value Portfolio · Seasons Series Trust $308M 38 Mar 2026
4144 Small-Cap Value Fund · Bridgeway Funds, Inc. $308M 174 Mar 2026
4145 Mfs Intermediate Income Trust $308M 219 Jan 2026
4146 Invesco S&P Smallcap 600 Pure Value ETF · Invesco Exchange-Traded Fund Trust $308M 164 Jan 2026
4147 PACE Small/Medium Co Value Equity Investments · Pace Select Advisors Trust $307M 178 Jan 2026
4148 Putnam Managed Municipal Income Trust $307M 396 Jan 2026
4149 Precious Metals Ultrasector Profund · ProFunds $306M 48 Jan 2026
4150 Domini Impact Bond Fund · Domini Investment Trust $306M 414 Jan 2026
4151 AZL Balanced Index Strategy Fund · Allianz Variable Insurance Products Fund of Funds Trust $306M 5 Mar 2026
4152 Schwab Global Real Estate Fund · Schwab Investments $306M 101 Feb 2026
4153 Columbia Disciplined Growth Fund · Columbia Funds Series Trust II $306M 65 Jan 2026
4154 Franklin Multi-Asset Conservative Growth Fund · Legg Mason Partners Investment Trust $306M 17 Jan 2026
4155 US Treasury 12 Month Bill ETF · RBB Fund, Inc. $305M 2 Feb 2026
4156 NVIT BlackRock Managed Global Allocation Fund · Nationwide Variable Insurance Trust $305M 3 Mar 2026
4157 American Beacon Ninety One Emerging Markets Equity Fund · American Beacon Funds $305M 79 Feb 2026
4158 Q3 All-Season Systematic Opportunities Fund · Ultimus Managers Trust $305M 2 Feb 2026
4159 Amana Participation Fund · Amana Mutual Funds Trust $305M 47 Feb 2026
4160 Fidelity Specialized High Income Central Fund · Fidelity Central Investment Portfolios LLC $305M 567 Feb 2026
Page 208 of 434  ·  8,674 funds