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 | |
|---|---|---|---|---|---|
| 401 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,300 | 192.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 402 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 2,300 | 192.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 403 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,271 | 189.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 404 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,259 | 185.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 405 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,096 | 171.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 406 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,091 | 174.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 407 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,057 | 171.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 408 | First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 2,023 | 154.7K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 409 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 2,012 | 153.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 410 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,003 | 167.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 411 | Strategas Global Policy Opportunities ETF ADVISORS' INNER CIRCLE III | 1,901 | 158.9K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 412 | JPMorgan Diversified Fund JPMorgan Trust I | 1,895 | 158.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 413 | AQR Small Cap Momentum Style Fund AQR Funds | 1,890 | 157.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 414 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,876 | 156.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 415 | Gotham 1000 Value ETF Tidal Trust I | 1,872 | 156.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 416 | Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 1,855 | 155K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 417 | OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust | 1,825 | 139.6K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 418 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 1,819 | 152K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 419 | Small Company Growth Portfolio Wilshire Mutual Funds Inc | 1,804 | 150.8K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 420 | Adara Smaller Companies Fund RBB Fund, Inc. | 1,801 | 137.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 421 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,744 | 145.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 422 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 1,734 | 142.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 423 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,571 | 131.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 424 | Gotham Neutral Fund FundVantage Trust | 1,540 | 128.7K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 425 | Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,536 | 128.4K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 426 | AQR LSE Fusion Fund AQR Funds | 1,525 | 127.4K $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 427 | AQR MS Fusion HV Fund AQR Funds | 1,518 | 126.9K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 428 | Brown Advisory Mid-Cap Growth Fund Brown Advisory Funds | 1,436 | 120K $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 429 | Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 1,415 | 116.1K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 430 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,353 | 113.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 431 | Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 1,274 | 106.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 432 | Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 1,253 | 104.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 433 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,242 | 103.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 434 | Gotham Enhanced Return Fund FundVantage Trust | 1,242 | 103.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 435 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 1,200 | 100.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 436 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,170 | 97.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 437 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,162 | 97.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 438 | T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 1,100 | 84.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 439 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,093 | 83.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 440 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 961 | 78.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 441 | Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 961 | 78.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 442 | ULTRA SMALL CAP PROFUND ProFunds | 951 | 78K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 443 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 928 | 71K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 444 | Health Care Fund Rydex Series Funds | 856 | 71.5K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 445 | S&P MidCap 400 Pure Growth Fund Rydex Variable Trust | 820 | 68.5K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 446 | PROFUND VP MIDCAP GROWTH ProFunds | 804 | 67.2K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 447 | Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 754 | 61.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 448 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 725 | 60.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 449 | ULTRA MID CAP PROFUND ProFunds | 685 | 56.2K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 450 | New Covenant Growth Fund NEW COVENANT FUNDS | 673 | 56.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 451 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 664 | 50.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 452 | American Century Small Cap Growth Insights ETF American Century ETF Trust | 629 | 48.1K $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| 453 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 552 | 46.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 454 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 551 | 42.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 455 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 548 | 45.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 456 | Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust | 538 | 44.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 457 | SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 537 | 41.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 458 | SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 525 | 43.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 459 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 517 | 43.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 460 | ProShares UltraPro MidCap400 ProShares Trust | 517 | 39.5K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 461 | Longview Advantage ETF RBB Fund Trust | 515 | 39.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 462 | JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 503 | 42K $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 463 | KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 502 | 42K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 464 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 464 | 38.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 465 | Harbor Active Small Cap Growth ETF Harbor ETF Trust | 462 | 37.9K $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 466 | Health Care Fund Rydex Variable Trust | 449 | 37.5K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 467 | Avantis Total Equity Markets ETF American Century ETF Trust | 421 | 32.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 468 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 413 | 34.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 469 | SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 392 | 32.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 470 | Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 385 | 31.6K $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 471 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 367 | 30.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 472 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 351 | 29.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 473 | PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 350 | 28.7K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 474 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 331 | 27.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 475 | Simplify Health Care ETF Simplify Exchange Traded Funds | 317 | 26.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 476 | PROFUND VP ULTRA SMALL CAP ProFunds | 282 | 23.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 477 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 277 | 22.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 478 | State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 259 | 21.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 479 | Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 241 | 19.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 480 | Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 240 | 20.1K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 481 | MID-CAP GROWTH PROFUND ProFunds | 238 | 19.5K $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 482 | PROFUND VP SMALL CAP ProFunds | 213 | 17.8K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 483 | PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 200 | 16.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 484 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 196 | 16.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 485 | Russell 2000 Fund Rydex Series Funds | 190 | 15.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 486 | RiverNorth Patriot ETF Elevation Series Trust | 184 | 15.4K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 487 | Avantis Inflation Focused Equity ETF American Century ETF Trust | 181 | 13.8K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 488 | PROFUND VP ULTRAMID CAP ProFunds | 177 | 14.8K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 489 | AQR MS Fusion Fund AQR Funds | 166 | 13.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 490 | MID-CAP PROFUND ProFunds | 164 | 13.5K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 491 | WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 159 | 13.3K $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 492 | SMALL-CAP PROFUND ProFunds | 154 | 12.6K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 493 | Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 152 | 11.6K $ | 0.30 % | as of Feb 27, 2026 · Original filing |
| 494 | Gotham Short Strategies ETF Tidal Trust I | 136 | 11.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 495 | Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 130 | 10.9K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 496 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 128 | 10.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 497 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 114 | 9.5K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 498 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF Pacer Funds Trust | 113 | 9.3K $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| 499 | Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 102 | 7.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 500 | SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 94 | 7.9K $ | 0.00 % | 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 |