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Institutional (13F) Funds (N-PORT) ·
registered investment companies (mutual funds, ETFs)
Page 292 of 472  ·  9,431 funds
# Fund Name AUM ▼ Positions Period
5821 Copeland SMID Cap Dividend Growth Fund · Copeland Trust $140M 71 May 2026
5822 Franklin Emerging Market Debt Opportunities Fund · Franklin Global Trust $140M 164 Jan 2026
5823 Dws Croci(R) U.S. Vip · Deutsche Dws Variable Series Ii $140M 75 Mar 2026
5824 Western Asset Global Corporate Opportunity Fund Inc. $140M 318 Jan 2026
5825 Fidelity SAI Sustainable International Equity Fund · Fidelity Investment Trust $140M 93 Jan 2026
5826 S&P 500 Fund · Rydex Series Funds $140M 511 Mar 2026
5827 Atlas U.S. Tactical Income Fund · Atlas U.S. Tactical Income Fund, Inc. $140M 82 Jun 2026
5828 Voya MI Dynamic SMID Cap Fund · Voya Equity Trust $140M 161 Feb 2026
5829 Russell Investments International Developed Equity ETF · Russell Investments Exchange Traded Funds $140M 341 Jun 2026
5830 Brookstone Growth Stock ETF · Northern Lights Fund Trust IV $139M 101 May 2026
5831 Federated Hermes International Bond Strategy Portfolio · Federated Hermes Managed Pool Series $139M 189 May 2026
5832 BNY Mellon Mid Cap Multi-Strategy Fund · Bny Mellon Funds Trust $139M 574 Feb 2026
5833 Cohen & Steers Future of Energy Fund, Inc. · Cohen & Steers Future of Energy Fund, INC $139M 49 Feb 2026
5834 Infrastructure Capital Equity Income ETF · Series Portfolios Trust $139M 158 May 2026
5835 RBC BlueBay Emerging Market Debt Fund · RBC Funds Trust $139M 254 Mar 2026
5836 FT Vest Nasdaq-100 Conservative Buffer ETF - April · First Trust Exchange-Traded Fund VIII $139M 17 May 2026
5837 Hennessy Cornerstone Large Growth Fund · Hennessy Funds Trust $139M 51 Jan 2026
5838 Hennessy Japan Small Cap Fund · Hennessy Funds Trust $139M 66 Jan 2026
5839 Global Small Company Portfolio · Dfa Investment Dimensions Group Inc $139M 7 Jan 2026
5840 Eaton Vance Georgia Municipal Income Fund · Eaton Vance Municipals Trust $139M 129 May 2026
Page 292 of 472  ·  9,431 funds