Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 501 | Equity Income Fund · Principal Funds, Inc | $8.1B | 64 | Jan 2026 |
| 502 | MFS Income Fund · MFS Series Trust VIII | $8.1B | 517 | Jan 2026 |
| 503 | Fidelity International Growth Fund · Fidelity Investment Trust | $8.0B | 65 | Jan 2026 |
| 504 | State Street(R) SPDR(R) S&P(R) Biotech ETF · Spdr Series Trust | $8.0B | 158 | Mar 2026 |
| 505 | Fidelity Mid-Cap Stock Fund · Fidelity Concord Street Trust | $8.0B | 183 | Jan 2026 |
| 506 | CION Ares Diversified Credit Fund | $8.0B | 2,534 | Mar 2026 |
| 507 | Global X Defense Tech ETF · Global X Funds | $8.0B | 51 | May 2026 |
| 508 | Dimensional Emerging Markets Core Equity 2 ETF · Dimensional ETF Trust | $7.9B | 6,518 | Jan 2026 |
| 509 | iShares U.S. Intermediate Government Bond Index Fund · BlackRock Funds | $7.9B | 215 | Jan 2026 |
| 510 | Global X Copper Miners ETF · Global X Funds | $7.9B | 40 | Apr 2026 |
| 511 | Franklin Federal Tax-Free Income Fund · Franklin Federal Tax Free Income Fund | $7.9B | 986 | Jan 2026 |
| 512 | iShares Expanded Tech Sector ETF · iShares Trust | $7.9B | 292 | Mar 2026 |
| 513 | Global X Uranium ETF · Global X Funds | $7.8B | 53 | Apr 2026 |
| 514 | T. Rowe Price Global Stock Fund · T. Rowe Price International Funds, Inc. | $7.8B | 126 | Jan 2026 |
| 515 | The Emerging Markets Series · Dfa Investment Trust Co | $7.8B | 2,254 | Jan 2026 |
| 516 | Schwab Small-Cap Index Fund · Schwab Capital Trust | $7.8B | 1,950 | Jan 2026 |
| 517 | Invesco Senior Loan ETF · Invesco Exchange-Traded Fund Trust II | $7.8B | 184 | May 2026 |
| 518 | MFS Emerging Markets Debt Fund · Mfs Series Trust X | $7.8B | 534 | Jan 2026 |
| 519 | Fidelity Overseas Fund · Fidelity Investment Trust | $7.7B | 89 | Jan 2026 |
| 520 | Brighthouse Asset Allocation 80 Portfolio · Brighthouse Funds Trust II | $7.7B | 40 | Mar 2026 |