Funds holding Unum Group
440 funds declare a position · 130 ETFs and 310 other funds · 4.5B $ · US91529Y1064
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 5,047,233 | 368.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,933,794 | 360.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 4,750,449 | 340.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,587,174 | 262M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,687,630 | 216M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 2,418,255 | 176.6M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,284,191 | 166.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,944,674 | 156.3M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,701,612 | 124.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,116,428 | 81.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 854,957 | 68.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 914,500 | 66.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 724,677 | 58.2M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 805,586 | 57.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 708,750 | 57M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 775,487 | 56.6M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 744,690 | 54.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 653,892 | 52.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 716,094 | 51.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 615,173 | 49.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 636,903 | 46.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 551,813 | 40.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 539,907 | 38.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 493,679 | 36.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 414,104 | 33.3M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 427,266 | 30.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 415,670 | 29.8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 355,521 | 28.6M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 389,092 | 28.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 342,656 | 27.5M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 337,016 | 27.1M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 334,199 | 26.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 302,556 | 24.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 334,366 | 24M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 278,536 | 22.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 288,039 | 20.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 250,132 | 20.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 244,551 | 19.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 270,312 | 19.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Select Insurance Portfolio Fidelity Select Portfolios | 265,700 | 19.1M $ | 2.84 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 237,100 | 19.1M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 243,062 | 17.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 240,579 | 17.6M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 238,563 | 17.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 234,369 | 17.1M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 234,318 | 16.8M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 227,452 | 16.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Gateway Fund Gateway Trust | 219,438 | 16M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 201,084 | 14.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 181,226 | 14.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Victory RS Global Fund Victory Portfolios | 192,184 | 14M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 189,600 | 13.8M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 180,481 | 13.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 153,033 | 12.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 164,011 | 12M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 144,009 | 11.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 156,840 | 11.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 153,820 | 11.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 132,644 | 10.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 145,736 | 10.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 142,640 | 10.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 142,987 | 10.3M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 125,900 | 10.1M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 134,753 | 9.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 135,466 | 9.7M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Victory Sustainable World Fund Victory Portfolios III | 133,922 | 9.6M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 131,524 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 116,784 | 9.4M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 127,887 | 9.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 124,955 | 9.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 126,824 | 9.1M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 110,824 | 8.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 120,236 | 8.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 117,566 | 8.4M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 117,336 | 8.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS | 114,350 | 8.2M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 113,517 | 8.1M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 106,929 | 7.8M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| Victory RS Large Cap Alpha Fund Victory Portfolios | 106,340 | 7.8M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 103,360 | 7.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 102,312 | 7.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 101,374 | 7.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 91,554 | 7.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 90,438 | 7.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 89,500 | 7.2M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 98,322 | 7.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 87,289 | 7M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 95,555 | 7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 94,527 | 6.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 84,709 | 6.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 94,348 | 6.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Financial Industries Fund John Hancock Investment Trust II | 83,936 | 6.7M $ | 2.51 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 82,518 | 6.6M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 80,328 | 6.5M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 89,286 | 6.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 79,445 | 6.4M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 87,345 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 79,227 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 79,024 | 6.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 85,804 | 6.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |