Funds holding HealthEquity Inc
514 funds declare a position · 115 ETFs and 399 other funds · 3.4B $· 632.6M SEK · US42226A1079
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 301 | AST Small-Cap Equity Portfolio Advanced Series Trust | 10,199 | 852.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 302 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,097 | 843.8K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 303 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 9,928 | 829.7K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 304 | WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 9,855 | 823.6K $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| 305 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 9,812 | 804.9K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 306 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,632 | 804.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 307 | The Future Fund Long/Short ETF NORTHERN LIGHTS FUND TRUST II | 9,618 | 735.7K $ | 1.86 % | as of Feb 28, 2026 · Original filing |
| 308 | Victory Extended Market Index Fund Victory Portfolios III | 9,548 | 783.2K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 309 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,540 | 729.7K $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 310 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 9,210 | 769.7K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 311 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 9,093 | 745.9K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 312 | One Global ETF NORTHERN LIGHTS FUND TRUST II | 9,054 | 692.5K $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| 313 | Victory RS Select Growth Fund Victory Portfolios | 8,870 | 741.3K $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 314 | Column Small Cap Fund Trust for Professional Managers | 8,687 | 664.5K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 315 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 8,682 | 725.6K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 316 | ALPS Disruptive Technologies ETF ALPS ETF TRUST | 8,583 | 656.5K $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 317 | S&P MidCap 400 Pure Growth Fund Rydex Series Funds | 8,557 | 715.1K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 318 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 8,352 | 685.1K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 319 | Small Cap Core Fund Northern Funds | 8,313 | 694.7K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 320 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 8,300 | 693.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 321 | First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 8,204 | 673K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 322 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,092 | 663.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 323 | Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 7,895 | 659.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 324 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 7,783 | 650.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 325 | Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 7,548 | 619.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 326 | Thompson MidCap Fund Thompson IM Funds, Inc. | 7,500 | 573.7K $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| 327 | NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 7,469 | 624.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 328 | NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust | 7,392 | 650.4K $ | 3.07 % | as of May 31, 2026 · Original filing |
| 329 | Gotham Absolute Return Fund FundVantage Trust | 7,274 | 607.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 330 | iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 7,177 | 588.7K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 331 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 7,131 | 595.9K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 332 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 6,940 | 580K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 333 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 6,900 | 576.6K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 334 | iShares MSCI World Small-Cap ETF iShares Trust | 6,875 | 525.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 335 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,874 | 525.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 336 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 6,664 | 546.6K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 337 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 6,659 | 509.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 338 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 6,622 | 543.2K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 339 | Penn Series Small Cap Growth Fund Penn Series Funds Inc | 6,580 | 549.9K $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 340 | MOA ALL AMERICA FUND MoA Funds Corp | 6,558 | 548.1K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 341 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 6,355 | 531.1K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 342 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 6,266 | 523.6K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 343 | SMALL CAP EQUITY FUND GuideStone Funds | 6,249 | 522.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 344 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 6,238 | 521.3K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 345 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,205 | 509K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 346 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,186 | 507.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 347 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 6,180 | 472.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 348 | Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 6,019 | 493.7K $ | 2.28 % | as of Apr 30, 2026 · Original filing |
| 349 | Wasatch Global Select Fund WASATCH FUNDS TRUST | 5,878 | 491.2K $ | 4.29 % | as of Mar 31, 2026 · Original filing |
| 350 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,760 | 481.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 351 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,736 | 470.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 352 | Victory RS Mid Cap Growth Fund Victory Portfolios | 5,720 | 478K $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 353 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,666 | 464.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 354 | NAA MID GROWTH FUND New Age Alpha Funds Trust | 5,616 | 469.3K $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 355 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,606 | 459.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 356 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 5,430 | 453.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 357 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 5,400 | 451.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 358 | Clearwater Select Equity Fund Clearwater Investment Trust | 5,375 | 449.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 359 | BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 5,332 | 445.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 360 | ProShares Ultra Russell2000 ProShares Trust | 5,286 | 404.3K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 361 | ProShares UltraPro Russell2000 ProShares Trust | 5,269 | 403K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 362 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,259 | 439.5K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 363 | Small Company Fund American Century Quantitative Equity Funds, Inc. | 5,201 | 434.6K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 364 | MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 5,146 | 430.1K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 365 | Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds | 5,110 | 419.2K $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| 366 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 5,005 | 418.3K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 367 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,785 | 399.9K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 368 | Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | 4,684 | 391.4K $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 369 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 4,599 | 384.3K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 370 | DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 4,529 | 378.5K $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 371 | AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV | 4,529 | 371.5K $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 372 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 4,526 | 378.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 373 | MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 4,400 | 367.7K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 374 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 4,371 | 358.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 375 | BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 4,202 | 321.4K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 376 | Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 4,176 | 342.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 377 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,899 | 325.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 378 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,845 | 321.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 379 | Inspire 500 ETF Northern Lights Fund Trust IV | 3,792 | 290.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 380 | iShares Dow Jones U.S. ETF iShares Trust | 3,742 | 307K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 381 | Invesco V.I. Health Care Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 3,741 | 312.6K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 382 | iShares Morningstar Small-Cap ETF iShares Trust | 3,741 | 306.9K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 383 | ProShares Russell 2000 High Income ETF ProShares Trust | 3,699 | 282.9K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 384 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,591 | 294.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 385 | Inspire Global Hope ETF Northern Lights Fund Trust IV | 3,565 | 272.7K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 386 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 3,521 | 288.8K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 387 | Avanza Impact by Circulus Avanza Fonder AB | 3,469 | 2.8M SEK | 4.72 % | as of Mar 31, 2026 · Original filing |
| 388 | NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 3,382 | 282.6K $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 389 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,352 | 280.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 390 | LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,200 | 267.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 391 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 3,183 | 266K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 392 | Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust | 2,993 | 250.1K $ | 4.31 % | as of Mar 31, 2026 · Original filing |
| 393 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,924 | 244.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 394 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,890 | 221.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 395 | S&P MidCap Index Fund SHELTON FUNDS | 2,885 | 220.7K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 396 | ProShares Ultra MidCap400 ProShares Trust | 2,873 | 219.8K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 397 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 2,811 | 234.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 398 | GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust | 2,778 | 227.9K $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 399 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,677 | 223.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 400 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 2,651 | 221.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
473 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 10,532,394 | 880.2M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 7,202,934 | 601.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,099,897 | 259.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,485,913 | 207.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,259,646 | 188.9M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,092,223 | 172.6M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,659,616 | 138.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,627,039 | 136M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 1,412,784 | 118.1M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 1,309,972 | 109.5M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 1,281,657 | 107.1M $ | as of Mar 31, 2026 |
| Greenhouse Funds LLLP | 1,257,854 | 105.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,175,339 | 98.2M $ | as of Mar 31, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | 1,174,070 | 98.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,183,411 | 96.4M $ | as of Mar 31, 2026 |
| FMR LLC | 1,134,933 | 94.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,036,174 | 86.6M $ | as of Mar 31, 2026 |
| DAVENPORT & Co LLC | 1,015,434 | 84.9M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 931,906 | 77.9M $ | as of Mar 31, 2026 |
| Atalan Capital Partners, LP | 883,670 | 73.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 862,008 | 72M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 850,411 | 71.1M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 835,072 | 69.8M $ | as of Mar 31, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | 832,700 | 69.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 808,867 | 67.6M $ | as of Mar 31, 2026 |