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Institutional (13F) Funds (N-PORT) ·
registered investment companies (mutual funds, ETFs)
Page 217 of 487  ·  9,724 funds
# Fund Name AUM ▼ Positions Period
4321 American Funds U.S. Small & Mid Cap Equity Fund $388M 177 Feb 2026
4322 EQ/JPMorgan Hedged Equity and Premium Income Portfolio · EQ Advisors Trust $388M 10 Mar 2026
4323 Invesco Building & Construction ETF · Invesco Exchange-Traded Fund Trust $387M 33 Jan 2026
4324 LVIP U.S. Aggressive Growth Allocation Managed Risk Fund · Lincoln Variable Insurance Products Trust $387M 22 Mar 2026
4325 AZL MVP Global Balanced Index Strategy Fund · Allianz Variable Insurance Products Fund of Funds Trust $387M 10 Mar 2026
4326 First Trust Materials AlphaDEX Fund · First Trust Exchange-Traded AlphaDEX Fund $387M 40 Apr 2026
4327 Mondrian Global Equity Value Fund · Gallery Trust $387M 57 Jan 2026
4328 Sit Minnesota Tax-Free Income Fund · Sit Mutual Funds Ii Inc $386M 250 Mar 2026
4329 Lifestyle Blend Conservative Portfolio · John Hancock Funds II $386M 25 May 2026
4330 WisdomTree Bloomberg U.S. Dollar Bullish Fund · WisdomTree Trust $386M 123 May 2026
4331 Hotchkis and Wiley Large Cap Fundamental Value Fund · Hotchkis & Wiley Funds/De/ $386M 61 Jun 2026
4332 Virtus Newfleet Multi-Sector Bond ETF · ETFis Series Trust I $386M 914 Jan 2026
4333 Miller Convertible Bond Fund · Miller Investment Trust $385M 50 Jul 2026
4334 iShares MSCI France ETF · iShares, Inc. $385M 58 May 2026
4335 REX AI Equity Premium Income ETF · ETF Opportunities Trust $385M 67 Feb 2026
4336 Ultrabull Profund · ProFunds $385M 516 Jan 2026
4337 Invesco Senior Loan Fund $385M 496 May 2026
4338 Fidelity Series Short-Term Credit Fund · Fidelity Salem Street Trust $385M 443 May 2026
4339 Innovator U.S. Equity Buffer ETF - January · Innovator ETFs Trust $384M 5 Jan 2026
4340 Siit U.S. Managed Volatility Fund · Sei Institutional Investments Trust $383M 224 May 2026
Page 217 of 487  ·  9,724 funds