Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 121 | JPMorgan U.S. Equity Fund · JPMorgan Trust I | $33.5B | 66 | Jun 2026 |
| 122 | Schwab Total Stock Market Index Fund · Schwab Capital Trust | $33.3B | 2,988 | Jan 2026 |
| 123 | Vanguard Short-Term Treasury Index Fund · Vanguard Scottsdale Funds | $32.7B | 96 | Feb 2026 |
| 124 | iShares Broad USD High Yield Corporate Bond ETF · iShares Trust | $32.5B | 1,939 | Jan 2026 |
| 125 | American Funds 2025 Target Date Retirement Income Fund · American Funds Target Date Retirement Series | $32.4B | 21 | Jan 2026 |
| 126 | iShares U.S. Equity Factor Rotation Active ETF · BlackRock ETF Trust | $32.2B | 128 | Jan 2026 |
| 127 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · Spdr Series Trust | $31.8B | 442 | Mar 2026 |
| 128 | iShares MSCI Emerging Markets ETF · iShares, Inc. | $31.3B | 1,251 | May 2026 |
| 129 | Capital Group Dividend Value ETF | $30.6B | 53 | Feb 2026 |
| 130 | T. Rowe Price Retirement 2030 Fund · T. Rowe Price Retirement Funds, Inc. | $30.4B | 32 | Feb 2026 |
| 131 | MidCap Fund · Principal Funds, Inc | $30.3B | 72 | Jan 2026 |
| 132 | Intermediate Bond Fund of America | $30.3B | 2,985 | Feb 2026 |
| 133 | Franklin Dynatech Fund · Franklin Custodian Funds | $30.2B | 111 | Jun 2026 |
| 134 | American Funds 2055 Target Date Retirement Fund · American Funds Target Date Retirement Series | $30.2B | 20 | Jan 2026 |
| 135 | Fidelity Total Bond ETF · Fidelity Merrimack Street Trust | $30.1B | 4,634 | May 2026 |
| 136 | The U.S. Large Cap Value Series · Dfa Investment Trust Co | $29.5B | 329 | Jan 2026 |
| 137 | iShares MSCI EAFE Value ETF · iShares Trust | $29.5B | 425 | Jan 2026 |
| 138 | Fidelity Advisor Growth Opportunities Fund · Fidelity Advisor Series I | $29.2B | 196 | Feb 2026 |
| 139 | Strategic Advisers International Fund · Fidelity Rutland Square Trust II | $28.9B | 1,021 | May 2026 |
| 140 | Columbia Seligman Technology and Information Fund · Columbia Funds Series Trust II | $28.3B | 85 | May 2026 |