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Institutional (13F) Funds (N-PORT) ·
registered investment companies (mutual funds, ETFs)
Page 84 of 446  ·  8,914 funds
# Fund Name AUM ▼ Positions Period
1661 American Funds Moderate Allocation Portfolio · Brighthouse Funds Trust I $1.8B 14 Mar 2026
1662 The Gabelli Small Cap Growth Fund · Gabelli Equity Series Funds Inc $1.8B 423 Mar 2026
1663 Overseas Fund · Principal Funds, Inc $1.8B 469 Jan 2026
1664 Fidelity Massachusetts Municipal Income Fund · Fidelity Massachusetts Municipal Trust $1.8B 457 Jan 2026
1665 Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF · Goldman Sachs ETF Trust $1.8B 764 May 2026
1666 Emerging Markets Local Income Portfolio $1.8B 1,025 Jan 2026
1667 JPMorgan U.S. GARP Equity Fund · JPMorgan Trust I $1.8B 93 Mar 2026
1668 First Trust Global Tactical Commodity Strategy Fund · First Trust Exchange-Traded Fund Vii $1.8B 37 Dec 2025
1669 Victory Target Retirement 2040 Fund · Victory Portfolios III $1.8B 34 Jan 2026
1670 High Income Opportunities Portfolio · High Income Opportunities Portfolio $1.8B 494 Jan 2026
1671 Deutsche DWS Equity 500 Index Portfolio · Deutsche Dws Equity 500 Index Portfolio $1.8B 507 Mar 2026
1672 JPMorgan International Bond Opportunities ETF · J.P. Morgan Exchange-Traded Fund Trust $1.8B 1,109 Feb 2026
1673 Allspring Ultra Short-Term Income Fund · Allspring Funds Trust $1.8B 699 May 2026
1674 Principal Spectrum Preferred Securities Active ETF · Principal Exchange-Traded Funds $1.8B 162 Jun 2026
1675 Mercer US Small/Mid Cap Equity Fund · Mercer Funds $1.8B 461 Mar 2026
1676 JPMorgan SmartRetirement Income Fund · JPMorgan Trust I $1.8B 20 Mar 2026
1677 Siit Global Managed Volatility Fund · Sei Institutional Investments Trust $1.8B 602 May 2026
1678 Madison Mid Cap Fund · Madison Funds $1.8B 37 Apr 2026
1679 SA JPMorgan MFS Core Bond Portfolio · Sunamerica Series Trust $1.8B 1,644 Jan 2026
1680 Cornerstone Strategic Investment Fund, Inc. $1.8B 100 Mar 2026
Page 84 of 446  ·  8,914 funds