Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 4601 | FlexShares US Quality Low Volatility Index Fund · FlexShares Trust | $146M | 112 | Jan 2026 |
| 4602 | Horizon Dividend Income ETF · Horizon Funds | $146M | 132 | Feb 2026 |
| 4603 | Tactical Income Fund · Meeder Funds | $145M | 9 | Mar 2026 |
| 4604 | USQ Core Real Estate Fund | $145M | 27 | Mar 2026 |
| 4605 | One Choice Blend+ 2040 Portfolio · American Century Asset Allocation Portfolios, Inc. | $145M | 24 | Jan 2026 |
| 4606 | Old Westbury Short-Term Bond Fund · Old Westbury Funds Inc | $145M | 123 | Jan 2026 |
| 4607 | ProShares Short Bitcoin ETF · ProShares Trust | $145M | 11 | Feb 2026 |
| 4608 | Lone Peak Value Fund · World Funds Trust | $145M | 33 | Mar 2026 |
| 4609 | Penn Series Small Cap Value Fund · Penn Series Funds Inc | $145M | 175 | Mar 2026 |
| 4610 | Dimensional 2055 Target Date Retirement Income Fund · Dfa Investment Dimensions Group Inc | $145M | 8 | Jan 2026 |
| 4611 | AAM S&P 500 High Dividend Value ETF · ETF Series Solutions | $145M | 54 | Jan 2026 |
| 4612 | PGIM Jennison Financial Services Fund · Prudential Sector Funds, Inc. | $145M | 34 | Feb 2026 |
| 4613 | One Choice 2065 Portfolio · American Century Asset Allocation Portfolios, Inc. | $145M | 20 | Jan 2026 |
| 4614 | Innovator U.S. Equity Buffer ETF - June · Innovator ETFs Trust | $144M | 5 | Jan 2026 |
| 4615 | AB Sustainable Global Thematic Portfolio · Ab Variable Products Series Fund, Inc. | $144M | 118 | Mar 2026 |
| 4616 | Bluemonte Short Term Bond ETF · Exchange Traded Concepts Trust | $144M | 3 | Jan 2026 |
| 4617 | Crm Small/Mid Cap Value Fund · CRM Mutual Fund Trust | $144M | 47 | Jan 2026 |
| 4618 | Inspire Global Hope ETF · Northern Lights Fund Trust IV | $144M | 401 | Feb 2026 |
| 4619 | Baillie Gifford Institutional Long Term Global Growth Fund · Baillie Gifford Institutional Trust | $144M | 37 | Mar 2026 |
| 4620 | iShares Large Cap Max Buffer Dec ETF · iShares Trust | $144M | 6 | Jan 2026 |