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 | |
|---|---|---|---|---|---|
| 201 | Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 27,672 | 2.3M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| 202 | SRH U.S. Quality GARP ETF Elevation Series Trust | 27,661 | 2.3M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| 203 | Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 27,484 | 2.3M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| 204 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 26,986 | 2.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 205 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 26,945 | 2.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 206 | GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND Grandeur Peak Global Trust | 26,681 | 2.2M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 207 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 26,644 | 2.2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 208 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 26,607 | 2.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 209 | Meridian Growth Fund Meridian Fund Inc | 26,009 | 2.2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 210 | HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 25,398 | 2.1M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 211 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 25,153 | 2.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 212 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,026 | 2.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 213 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 24,436 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 214 | AMG GW&K Small Cap Growth Fund AMG Funds IV | 24,424 | 2M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| 215 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 23,904 | 2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 216 | Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 23,876 | 2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 217 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 23,868 | 1.8M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 218 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 23,566 | 1.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 219 | Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | 23,385 | 2M $ | 5.48 % | as of Mar 31, 2026 · Original filing |
| 220 | iShares Russell 3000 ETF iShares Trust | 23,267 | 1.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 221 | HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 22,710 | 1.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 222 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 22,701 | 1.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 223 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 22,247 | 1.9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 224 | Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 22,172 | 1.9M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 225 | Transamerica Small Cap Growth TRANSAMERICA FUNDS | 21,980 | 1.8M $ | 2.28 % | as of Apr 30, 2026 · Original filing |
| 226 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 21,931 | 1.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 227 | Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 21,865 | 1.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 228 | State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 21,840 | 1.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 229 | Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 21,720 | 1.8M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 230 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 21,577 | 1.7M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 231 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 21,399 | 1.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 232 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 21,351 | 1.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 233 | State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST | 21,138 | 1.8M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| 234 | DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 21,118 | 1.8M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 235 | Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 20,655 | 1.7M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 236 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,535 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 237 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 20,429 | 1.7M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 238 | VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 20,241 | 1.7M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 239 | AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 19,423 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 240 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 19,319 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 241 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 19,249 | 1.6M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 242 | Voya MI Dynamic Small Cap Fund Voya Equity Trust | 19,230 | 1.5M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| 243 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 19,111 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 244 | SFT Nomura Small Cap Growth Fund Securian Funds Trust | 19,077 | 1.6M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 245 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 18,372 | 1.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 246 | Diversified Equity Master Portfolio Master Investment Portfolio | 17,879 | 1.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 247 | MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 17,474 | 1.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 248 | AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 17,137 | 1.4M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 249 | Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND | 17,000 | 1.4M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| 250 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 16,968 | 1.3M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 251 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 16,617 | 1.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 252 | Small Cap Stock Trust John Hancock Variable Insurance Trust | 16,323 | 1.4M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 253 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 16,248 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 254 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 15,733 | 1.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 255 | VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 15,580 | 1.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 256 | Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 15,360 | 1.3M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 257 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,331 | 1.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 258 | Small Cap Index Trust John Hancock Variable Insurance Trust | 15,259 | 1.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 259 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 15,253 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 260 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 15,166 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 261 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 14,518 | 1.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 262 | First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 14,328 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 263 | AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 14,182 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 264 | AQR Alternative Risk Premia Fund AQR Funds | 14,090 | 1.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 265 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 13,905 | 1.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 266 | RBC SMID Cap Growth Fund RBC Funds Trust | 13,644 | 1.1M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 267 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 13,473 | 1.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 268 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,400 | 1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 269 | NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 13,369 | 1.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 270 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 13,285 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 271 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 13,121 | 1.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 272 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 13,100 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 273 | Thompson LargeCap Fund Thompson IM Funds, Inc. | 13,100 | 1M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 274 | William Blair Growth Fund WILLIAM BLAIR FUNDS | 13,041 | 1.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 275 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 12,911 | 1.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 276 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 12,506 | 956.6K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 277 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 12,398 | 1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 278 | Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 12,226 | 1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 279 | Meridian Small Cap Growth Fund Meridian Fund Inc | 12,087 | 1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 280 | MoA Mid Cap Growth Fund MoA Funds Corp | 12,076 | 1M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 281 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 12,024 | 1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 282 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 12,004 | 984.7K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 283 | Baird Small/Mid Cap Growth Fund Baird Funds Inc | 11,805 | 986.5K $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 284 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 11,795 | 985.7K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 285 | AQR Multi-Asset Fund AQR Funds | 11,752 | 982.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 286 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,643 | 973K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 287 | AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 11,626 | 971.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 288 | The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 11,617 | 952.9K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 289 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,600 | 969.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 290 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 11,570 | 966.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 291 | Old Westbury Total Equity Fund Old Westbury Funds Inc | 11,360 | 931.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 292 | Zacks Small/Mid Cap ETF Zacks Trust | 11,227 | 858.8K $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 293 | Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust | 11,137 | 930.7K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 294 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 11,112 | 928.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 295 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 11,074 | 925.5K $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 296 | Wasatch U.S. Select Fund WASATCH FUNDS TRUST | 11,022 | 921.1K $ | 5.70 % | as of Mar 31, 2026 · Original filing |
| 297 | Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 10,812 | 827K $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| 298 | Geneva SMID Cap Growth Fund Series Portfolios Trust | 10,723 | 820.2K $ | 1.80 % | as of Feb 28, 2026 · Original filing |
| 299 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 10,421 | 870.9K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 300 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 10,206 | 852.9K $ | 0.24 % | 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 |