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Institutional (13F) Funds (N-PORT) ·
registered investment companies (mutual funds, ETFs)
Page 241 of 354  ·  7,076 funds
# Fund Name AUM ▼ Positions Period
4801 LVIP Channing Small Cap Value Fund · Lincoln Variable Insurance Products Trust $100M 44 Mar 2026
4802 iShares High Yield Active ETF · BlackRock ETF Trust II $100M 859 Jan 2026
4803 Oakhurst Fixed Income Fund · RBB Fund, Inc. $99M 133 Feb 2026
4804 Fidelity Disruptors ETF · Fidelity Covington Trust $99M 7 Feb 2026
4805 Chase Growth Fund · Advisors Series Trust $99M 37 Dec 2025
4806 Monarch Volume Factor Dividend Tree Index ETF · Northern Lights Fund Trust IV $99M 39 Feb 2026
4807 Oneascent Emerging Markets Etf · Unified Series Trust $99M 40 Feb 2026
4808 Invesco Dorsey Wright Consumer Staples Momentum ETF · Invesco Exchange-Traded Fund Trust $99M 50 Jan 2026
4809 Invesco S&P 500 Equal Weight Real Estate ETF · Invesco Exchange-Traded Fund Trust $99M 32 Jan 2026
4810 Brookstone Value Stock ETF · Northern Lights Fund Trust IV $99M 31 Feb 2026
4811 Pzena Mid Cap Value Fund · Advisors Series Trust $99M 40 Feb 2026
4812 Bright Rock Mid Cap Growth Fund · Trust for Professional Managers $99M 36 Feb 2026
4813 Western Asset SMASh Series TF Fund · Legg Mason Partners Institutional Trust $99M 237 Feb 2026
4814 GMO Emerging Markets ex-China Fund · Gmo Trust $99M 174 Feb 2026
4815 Federated Hermes Short-Intermediate Government Fund · Federated Hermes Short-Intermediate Government Trust $98M 44 Jan 2026
4816 abrdn Dynamic Dividend Fund · abrdn Funds $98M 86 Jan 2026
4817 Kurv Technology Titans Select ETF · Kurv ETF Trust $98M 53 Feb 2026
4818 Yorktown Growth Fund · American Pension Investors Trust $98M 168 Jan 2026
4819 Rockefeller US Small Cap Core Fund · Trust for Professional Managers $98M 44 Feb 2026
4820 LSV Global Value Fund · Advisors' Inner Circle Fund $98M 238 Jan 2026
Page 241 of 354  ·  7,076 funds