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Institutional (13F) Funds (N-PORT) ·
registered investment companies (mutual funds, ETFs)
Page 272 of 487  ·  9,724 funds
# Fund Name AUM ▼ Positions Period
5421 Naa Allocation Fund · New Age Alpha Funds Trust $204M 178 Jun 2026
5422 AMG GW&K Small Cap Value Fund · AMG Funds $204M 77 Mar 2026
5423 Guardian Balanced Allocation VIP Fund · Guardian Variable Products Trust $204M 369 Jun 2026
5424 1290 Avantis U.S. Large Cap Growth Fund · 1290 Funds $204M 203 Jan 2026
5425 Franklin DynaTech VIP Fund · Franklin Templeton Variable Insurance Products Trust $204M 115 Jun 2026
5426 Gadsden Dynamic Multi-Asset ETF · EA Series Trust $204M 15 Mar 2026
5427 EuroPac International Value Fund · Investment Managers Series Trust $203M 42 Jan 2026
5428 Aggressive Investors 1 Fund · Bridgeway Funds, Inc. $203M 97 Mar 2026
5429 Sp Funds S&P Global REIT Sharia ETF · Tidal Trust I $203M 26 May 2026
5430 PACE Intermediate Fixed Income Investments · Pace Select Advisors Trust $203M 248 Jan 2026
5431 Western Asset California Municipals Fund · Legg Mason Partners Income Trust $203M 89 May 2026
5432 Horizon Core Bond ETF · Horizon Funds $203M 4 May 2026
5433 Potomac Managed Volatility Fund · PFS Funds $203M 7 Dec 2025
5434 Avantis Responsible Emerging Markets Equity ETF · American Century ETF Trust $203M 2,394 Feb 2026
5435 Pimco Low Duration Opportunities Fund · Pimco Funds $203M 734 Jun 2026
5436 Oneascent Large Cap Core Etf · Unified Series Trust $203M 206 Feb 2026
5437 Invesco BulletShares 2032 Municipal Bond ETF · Invesco Exchange-Traded Self-Indexed Fund Trust $202M 1,768 May 2026
5438 Ellsworth Growth & Income Fund Ltd $202M 99 Mar 2026
5439 Principal Investment Grade Corporate ETF · Principal Exchange-Traded Funds $202M 251 Jun 2026
5440 Sustainable Aware Equity Fund · Russell Investment Co $202M 553 Jan 2026
Page 272 of 487  ·  9,724 funds