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 | |
|---|---|---|---|---|---|
| 101 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 71,724 | 5.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 102 | Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 70,733 | 5.4M $ | 4.13 % | as of Feb 28, 2026 · Original filing |
| 103 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 70,030 | 5.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 104 | CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 67,907 | 5.6M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| 105 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 67,517 | 5.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 106 | Mid Cap Index Fund VALIC Co I | 65,796 | 5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 107 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 65,711 | 5.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 108 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 65,112 | 5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 109 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 64,454 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 110 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 64,099 | 5.4M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 111 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 64,074 | 5.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 112 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 64,040 | 5.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 113 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 63,531 | 4.9M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 114 | Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 63,046 | 5.3M $ | 3.87 % | as of Mar 31, 2026 · Original filing |
| 115 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 63,011 | 5.2M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 116 | JNL Multi-Manager Mid Cap Fund JNL Series Trust | 62,779 | 5.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 117 | Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 60,033 | 4.9M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| 118 | Small Cap Growth Fund VALIC Co I | 59,614 | 4.6M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| 119 | T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 57,930 | 4.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 120 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 56,230 | 4.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 121 | Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 56,161 | 4.6M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| 122 | American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 55,940 | 4.7M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 123 | Skandia Världen Skandia Fonder AB | 54,611 | 43.5M SEK | 0.78 % | as of Mar 31, 2026 · Original filing |
| 124 | Mid Cap Index Fund Northern Funds | 53,839 | 4.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 125 | Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 53,628 | 4.4M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 126 | Madison Small Cap Fund MADISON FUNDS | 52,394 | 4.3M $ | 2.78 % | as of Apr 30, 2026 · Original filing |
| 127 | T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 51,194 | 4.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 128 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 50,954 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 129 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 50,907 | 4.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 130 | Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 50,827 | 4.2M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 131 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 50,698 | 3.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 132 | Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 50,680 | 4.2M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| 133 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 50,239 | 3.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 134 | EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 49,911 | 4.2M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 135 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 49,462 | 4.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 136 | Global X FinTech ETF GLOBAL X FUNDS | 49,459 | 3.8M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| 137 | Small Cap Core Portfolio Bernstein Fund Inc | 48,750 | 4.1M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 138 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 48,224 | 4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 139 | SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 47,776 | 4M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 140 | EQ/Small Company Index Portfolio EQ Advisors Trust | 47,540 | 4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 141 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 47,321 | 3.6M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 142 | JPMorgan Small Cap Blend Fund JPMorgan Trust I | 46,907 | 3.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 143 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 45,763 | 3.8M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 144 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 44,458 | 3.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 145 | LKCM Small Cap Equity Fund LKCM Funds | 44,387 | 3.7M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 146 | Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 43,853 | 3.7M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 147 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 43,467 | 3.3M $ | 0.07 % | as of Feb 27, 2026 · Original filing |
| 148 | American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 42,926 | 3.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 149 | MOA SMALL CAP GROWTH FUND MoA Funds Corp | 41,905 | 3.5M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 150 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 41,453 | 3.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 151 | Small-Company Stock Fund HOMESTEAD FUNDS INC | 40,200 | 3.4M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 152 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 40,087 | 3.3M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 153 | THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 39,751 | 3.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 154 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 39,742 | 3.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 155 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 39,466 | 3.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 156 | Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 39,344 | 3.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 157 | Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 39,039 | 3.3M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 158 | Small Cap Index Fund Northern Funds | 38,931 | 3.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 159 | DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 38,037 | 3.2M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 160 | TIFF MULTI-ASSET FUND TIFF Investment Program | 37,870 | 3.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 161 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 37,400 | 3.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 162 | Baird Equity Opportunity Fund Baird Funds Inc | 36,881 | 3.1M $ | 4.57 % | as of Mar 31, 2026 · Original filing |
| 163 | Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 36,781 | 3.1M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| 164 | Virtus KAR Health Sciences Fund Virtus Investment Trust | 36,777 | 3.1M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| 165 | Global X Russell 2000 ETF GLOBAL X FUNDS | 36,528 | 3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 166 | JNL/Mellon Healthcare Sector Fund JNL Series Trust | 36,364 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 167 | AQR Style Premia Alternative Fund AQR Funds | 35,610 | 3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 168 | Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 35,600 | 3M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 169 | Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 35,057 | 2.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 170 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,810 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 171 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 34,526 | 2.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 172 | Small Cap Index Fund VALIC Co I | 34,310 | 2.6M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 173 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 34,228 | 2.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 174 | JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 33,588 | 2.8M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 175 | MidCap S&P 400 Index Fund Principal Funds, Inc | 32,683 | 2.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 176 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 32,207 | 2.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 177 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 32,018 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 178 | Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 31,888 | 2.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 179 | William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 31,514 | 2.6M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 180 | Victory RS Small Cap Growth Fund Victory Portfolios | 30,990 | 2.6M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 181 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 30,347 | 2.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 182 | Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 30,331 | 2.5M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 183 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 30,216 | 24.1M SEK | 0.09 % | as of Mar 31, 2026 · Original filing |
| 184 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 30,053 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 185 | Victory Small Cap Stock Fund Victory Portfolios III | 29,983 | 2.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 186 | FundX Future Fund Opportunities ETF FundX Investment Trust | 29,870 | 2.5M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 187 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 29,557 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 188 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 29,258 | 2.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 189 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 28,995 | 2.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 190 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 28,963 | 2.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 191 | M Capital Appreciation Fund M FUND INC | 28,826 | 2.4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 192 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 28,783 | 2.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 193 | Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 28,382 | 2.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 194 | SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 28,325 | 2.4M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 195 | Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 28,200 | 2.3M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 196 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28,105 | 2.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 197 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 28,099 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 198 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 27,790 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 199 | Motley Fool Small-Cap Growth ETF RBB Fund, Inc. | 27,728 | 2.1M $ | 3.06 % | as of Feb 28, 2026 · Original filing |
| 200 | Hilton Small-MidCap Opportunity ETF Tidal Trust II | 27,686 | 2.3M $ | 1.76 % | as of Apr 30, 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 |