Boutique Fund Manager Funds · 200

Funds from specialist boutique managers outside the mega-brand asset managers. Smaller, focused teams often producing distinctive performance. Managers represented include First Trust, Dimensional, Innovator Capital Management, IPAC Asset Management, T.Rowe Price, St. James's Place International, Charles Schwab, J.P. Morgan Asset Management, Victory Capital, Harbor Capital.

• International Core Equity Portfolio (I)
• International Small Cap Value Portfolio (I)
• Emerging Markets Core Equity Portfolio (I)
• One-Year Fixed Income Portfolio (I)
• Five-Year Global Fixed Income Portfolio (I)
• Real Estate Securities Portfolio (I)
• IPAC Summit Select Index Moderately Defensive
• IPAC Summit Select Index Balance
• IPAC Summit Select Index Growth
• IPAC Summit Select Index High Growth
• IPAC North Professional Balanced
• AMP Capital Income Generator
• IPAC Diversified Investment Strategy 2
• Assura PLC
• Macquarie Walter Scott Emerging Markets
• SuperDividend® ETF
• Epoch Global Equity Shareholder Yield (Unhedged)
• Ultra Gold
• SJP Global Lower Carbon Equity
• VanEck Mortgage REIT Income ETF
• EQT Cash Management
• T. Rowe Price Global Equity
• La Trobe Australian Credit Fund – Classic Notice Account
• State Street SPDR S&P Aerospace & Defense ETF
• Dimensional Global Bond Trust
• Dimensional World Allocation 70/30 Trust
• State Street SPDR Portfolio Short Term Treasury ETF
• Standard Life Sustainable Multi Asset (AP) Pension Fund
• Russell Global Bond
• MSCI Greece ETF
• SW Passive Emerging Market Equity
• SJP Global Value
• SJP Global Government Inflation Linked Bond
• SJP Global Absolute Return
• Betashares Crude Oil Index Currency Hedged Complex ETF
• OMR iShares Emerging Markets Equity Index (UK) Life
• Solaris Core Australian Equity
• WisdomTree Emerging Markets Corporate Bond Fund
• SJP Global Value UT
• VanEck Fallen Angel High Yield Bond ETF
• MLP ETF
• State Street SPDR Bloomberg Short Term High Yield Bond ETF
• Emerging Markets Technology Fund
• Aberdeen Physical Precious Metals Basket Shares ETF
• Grayscale Bitcoin Trust
• Coronation Multi-Manager Global Equity Fund
• BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
• AllianzIM U.S. Large Cap Buffer10 Jun ETF
• US Core Equity Market ETF
• Merricks Capital Partners Fund
• FolioBeyond Alternative Income and Interest Rate Hedge ETF
• First Trust Active Factor Large Cap ETF
• Oakmark Equity and Income Fund
• Pacer Trendpilot US Mid Cap ETF
• FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
• NYLI Candriam U.S. Large Cap Equity ETF
• NYLI U.S. Large Cap R&D Leaders ETF
• Capital Group Core Equity ETF
• 1-3 Month T-Bill ETF
• Avantis® International Small Cap Value ETF
• Schwab U.S. Mid-Cap ETF
• Virtus Newfleet Multi-Sector Bond ETF
• NYLI Hedge Multi-Strategy Tracker ETF
• U.S. Small Cap Power Buffer ETF
• 20+ Year Treasury Bond 5 Floor ETF
• ClearBridge Large Cap Growth Select ETF
• US High Profitability ETF
• Bitcoin ETF
• All Nomura Japan Equity
• FT Vest U.S. Equity Moderate Buffer ETF - July
• Betashares Global Shares Currency Hedged ETF
• Gabelli Commercial Aerospace & Defense ETF
• Multifactor Large Cap ETF
• WisdomTree Managed Futures Strategy Fund
• U.S. Equity Accelerated 9 Buffer ETF
• First Trust Limited Duration Investment Grade Corporate ETF
• FT Vest SMID Rising Dividend Achievers Target Income ETF
• FT Vest U.S. Equity Deep Buffer ETF - July
• U.S. Equity Accelerated Plus ETF
• Shiller CAPE® U.S. Equities ETF
• T. Rowe Price Growth ETF
• AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
• Morningstar Emerging Markets Factor Tilt Index Fund
• IQ MacKay Municipal Intermediate ETF
• FT Vest U.S. Equity Buffer ETF - August
• T. Rowe Price Capital Appreciation Equity ETF
• JPMorgan Global Select Equity ETF
• Pacer Trendpilot US Large Cap ETF
• Simplify Health Care ETF
• Jennison International Opportunities ETF
• International Quality Dividend Index Fund
• T. Rowe Price Floating Rate ETF
• Sissener Canopus
• Schwab 1000 Index® ETF
• Global Real Estate ETF
• Oakmark Bond Fund
• FT Vest U.S. Equity Buffer ETF - September
• First Trust Growth Strength ETF
• Laddered Allocation Buffer ETF
• First Trust RBA American Industrial Renaissance® ETF
• RiverPark Short Term High Yield Fund
• UNCAPPED BUFFERED ETFS: TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF
• Empower Lifetime 2020 Fund
• FT Vest U.S. Equity Deep Buffer ETF - October
• Core Alternative ETF
• Simplify Volatility Premium ETF
• Return Stacked Bonds + Managed Futures ETF
• Grant Park Multi Alternative Strategies Fund
• T. Rowe Price Dividend Growth ETF
• Oakmark Select Fund
• US Large/Mid Cap Core ETF
• Short Duration Fixed Income ETF
• Avantis® Short-Term Fixed Income ETF
• Adaptive Alpha Opportunities ETF
• FT Vest Fund of Deep Buffer ETFs
• VictoryShares US 500 Enhanced Volatility Wtd ETF
• SP Funds S&P 500 Sharia Industry Exclusions ETF
• Avantis® International Small Cap Equity ETF
• US Targeted Value ETF
• FT Vest U.S. Equity Buffer ETF - May
• Empower Inflation-Protected Securities Fund
• Nicholas Fixed Income Alternative
• Hedged Equity ETF
• JPMorgan Income ETF
• Touchstone Strategic Income Opportunities ETF
• FT Vest U.S. Small Cap Moderate Buffer ETF - May
• Sprott Critical Materials ETF
• Aptus Collared Investment Opportunity ETF
• KraneShares Mount Lucas Managed Futures Index Strategy ETF
• FT Vest Nasdaq-100® Buffer ETF - June
• Avantis U.S. Small Cap Value Fund
• Harbor Health Care ETF
• VictoryShares US Value Momentum ETF
• Alerian Energy Infrastructure ETF
• Defined Wealth Shield ETF
• China A Shares Value Equity Portfolio
• NYLI Winslow Large Cap Growth ETF
• Harbor Human Capital Factor US Large Cap ETF
• FT Vest U.S. Equity Deep Buffer ETF - April
• Schwab Fundamental U.S. Large Company ETF
• Multifactor Small Cap ETF
• VictoryShares Free Cash Flow ETF
• First Trust Indxx Aerospace & Defense ETF
• Core Fixed Income ETF
• UNCAPPED BUFFERED ETFS: TRUESHARES STRUCTURED OUTCOME (MAY) ETF
• Sissener Corporate Bond Fund
• Schwab 5-10 Year Corporate Bond ETF
• Schwab Fundamental U.S. Small Company ETF
• VictoryShares International Value Momentum ETF
• FT Vest International Equity Moderate Buffer ETF - December
• JPMorgan Core Plus Bond ETF
• Franklin International Low Volatility High Dividend Index ETF
• High Dividend Stock ETF
• Goldman Sachs Access Treasury 0-1 Year ETF
• JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
• Clarkston Founders Fund
• FT Vest U.S. Equity Deep Buffer ETF - May
• Ultra Short Income Fund
• Harbor Commodity All-Weather Strategy ETF
• KraneShares 90% KWEB Defined Outcome January 2026 ETF
• KraneShares 100% KWEB Defined Outcome January 2026 ETF
• Option Strategy ETF
• Alternative Strategies Fund
• Magnificent Seven ETF
• Bitcoin Covered Call Strategy ETF
• Congress SMid Growth ETF
• VictoryShares Core Plus Intermediate Bond ETF
• ETC 6 Meridian Hedged Equity – Index Option ETF
• Vident U.S. Bond Strategy ETF™
• Franklin FTSE Taiwan ETF
• AllianzIM U.S. Large Cap Buffer10 Apr ETF
• Harbor Dividend Growth Leaders ETF
• Deepwater Frontier Tech ETF
• T. Rowe Price International Equity ETF
• Eaton Vance Floating-Rate ETF
• Mortgage ETF
• Metzler FX Protected Carry Fund
• FT Vest U.S. Small Cap Moderate Buffer ETF - February
• FT Vest U.S. Equity Enhance & Moderate Buffer ETF - February
• Strive 500 ETF
• Short Duration Income ETF
• Steward Covered Call Income Fund
• Buffer Step-Up Strategy ETF
• Bahl & Gaynor Income Growth ETF
• FT Vest U.S. Equity Deep Buffer ETF - December
• Aviva Investors Real Estate Active LTAF
• FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
• First Trust Structured Credit Income Opportunities ETF
• AllianzIM U.S. Large Cap Buffer20 May ETF
• JPMorgan BetaBuilders U.S. Equity ETF
• ARK 21shares Bitcoin ETF
• Absolute Return Strategies Fund
• Harbor Human Capital Factor US Small Cap ETF
• Credit-Scored US Corporate Bond Index Fund
• Innovation-100 0DTE Covered Call Strategy ETF
• S&P 500® 0DTE Covered Call Strategy ETF
• YieldMax™ Magnificent 7 Fund of Option Income ETFs
• Hashdex Bitcoin Strategy Fund
• Anfield Diversified Alternatives ETF
• Teucrium Agricultural Strategy No K-1 ETF