Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 1281 | Baron Small Cap Fund · Baron Investment Funds Trust (F/K/A Baron Asset Fund) | $2.7B | 53 | Mar 2026 |
| 1282 | LVIP U.S. Growth Allocation Managed Risk Fund · Lincoln Variable Insurance Products Trust | $2.7B | 23 | Mar 2026 |
| 1283 | Goldman Sachs S&P 500 Premium Income ETF · Goldman Sachs ETF Trust | $2.7B | 501 | Dec 2025 |
| 1284 | First Trust Long/Short Equity ETF · First Trust Exchange-Traded Fund III | $2.7B | 382 | Jan 2026 |
| 1285 | GMO Implementation Fund · Gmo Trust | $2.7B | 1,311 | Feb 2026 |
| 1286 | American Funds International Vantage Fund | $2.7B | 134 | Jan 2026 |
| 1287 | Artisan International Small-Mid Fund · Artisan Partners Funds Inc. | $2.7B | 133 | Mar 2026 |
| 1288 | Neuberger Large Cap Growth Fund · Neuberger Berman Equity Funds | $2.7B | 74 | May 2026 |
| 1289 | LVIP State Street Bond Index Fund · Lincoln Variable Insurance Products Trust | $2.7B | 5,369 | Jun 2026 |
| 1290 | Mid Cap Index Fund · Valic Co I | $2.7B | 404 | Feb 2026 |
| 1291 | Core Bond Fund · Valic Co I | $2.7B | 1,801 | Feb 2026 |
| 1292 | iShares High Yield Muni Active ETF · BlackRock ETF Trust II | $2.7B | 919 | Jan 2026 |
| 1293 | AST J.P. Morgan Aggressive Multi-Asset Portfolio · Advanced Series Trust | $2.7B | 279 | Dec 2025 |
| 1294 | Regan Total Return Income Fund · Advisor Managed Portfolios | $2.6B | 2,108 | Mar 2026 |
| 1295 | Templeton Foreign Fund · Templeton Funds | $2.6B | 53 | May 2026 |
| 1296 | Royce Small-Cap Trust, Inc. | $2.6B | 427 | Jun 2026 |
| 1297 | iShares Paris-Aligned Climate Optimized MSCI USA ETF · iShares Trust | $2.6B | 133 | May 2026 |
| 1298 | Dimensional US Core Equity 1 ETF · Dimensional ETF Trust | $2.6B | 2,358 | Jan 2026 |
| 1299 | T. Rowe Price Large Cap Value Portfolio · Brighthouse Funds Trust I | $2.6B | 116 | Mar 2026 |
| 1300 | JPMorgan Hedged Equity 3 Fund · JPMorgan Trust IV | $2.6B | 163 | Mar 2026 |