Funds holding TransUnion
529 funds declare a position · 122 ETFs and 407 other funds · 7.3B $· 325.3M SEK· 3.8M € · US89400J1079
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | VIP Financials Portfolio Variable Insurance Products Fund IV | 42,000 | 2.9M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 202 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 41,686 | 2.9M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 203 | VIP Growth and Income Portfolio Variable Insurance Products Fund III | 41,400 | 2.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 204 | Buffalo Growth Fund Buffalo Funds | 41,322 | 2.9M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| 205 | Brookstone Growth Stock ETF Northern Lights Fund Trust IV | 40,499 | 3.2M $ | 2.53 % | as of Feb 28, 2026 · Original filing |
| 206 | Mid Cap Strategic Growth Fund VALIC Co I | 40,142 | 3.2M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 207 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 40,129 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 208 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,338 | 2.8M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 209 | Reinhart Mid Cap PMV Fund Managed Portfolio Series | 39,200 | 3.1M $ | 3.29 % | as of Feb 28, 2026 · Original filing |
| 210 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 37,873 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 211 | William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 37,797 | 2.6M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 212 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 37,412 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 213 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 37,334 | 2.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 214 | Fidelity Advisor Value Fund Fidelity Advisor Series I | 36,719 | 2.6M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 215 | AQR Managed Futures Strategy Fund AQR Funds | 36,670 | 2.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 216 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 35,499 | 2.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 217 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 35,444 | 2.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 218 | Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 35,108 | 23.1M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 219 | VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc | 34,698 | 2.4M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 220 | JNL/Mellon Financial Sector Fund JNL Series Trust | 34,501 | 2.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 221 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 33,995 | 2.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 222 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 33,684 | 2.6M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 223 | Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 33,521 | 2.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 224 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 33,512 | 2.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 225 | Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 33,137 | 2.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 226 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 33,132 | 2.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 227 | VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 33,119 | 2.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 228 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 32,746 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 229 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 31,992 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 230 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 31,908 | 2.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 231 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 30,394 | 2.4M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 232 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 30,340 | 2.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 233 | MFS Research Series MFS VARIABLE INSURANCE TRUST | 30,315 | 2.1M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 234 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 30,305 | 2.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 235 | iShares ESG MSCI KLD 400 ETF iShares Trust | 29,926 | 2.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 236 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 29,267 | 2.1M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 237 | William Blair Growth Fund WILLIAM BLAIR FUNDS | 29,253 | 2M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 238 | First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 28,409 | 2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 239 | PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 28,333 | 2M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 240 | NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 27,675 | 1.9M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 241 | Copeland SMID Cap Dividend Growth Fund Copeland Trust | 27,021 | 2.1M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| 242 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 26,912 | 1.9M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 243 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 26,900 | 1.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 244 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 26,867 | 1.9M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 245 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 26,717 | 2.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 246 | JNL Multi-Manager Alternative Fund JNL Series Trust | 26,288 | 1.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 247 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 26,197 | 2.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 248 | DAVENPORT INSIDER BUYING FUND Williamsburg Investment Trust | 26,000 | 1.8M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| 249 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 25,890 | 2M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 250 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 25,657 | 1.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 251 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 25,240 | 16.6M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 252 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 24,825 | 2M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 253 | Neuberger Core Equity ETF Neuberger Berman ETF Trust | 24,798 | 1.9M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 254 | JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 24,444 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 255 | Pro-Blend Moderate Term Series Manning & Napier Fund, Inc. | 24,349 | 1.7M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 256 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 24,221 | 1.9M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 257 | Invesco Comstock Contrarian Equity ETF Invesco Actively Managed Exchange-Traded Fund Trust | 23,867 | 1.7M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| 258 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 23,743 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 259 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 23,467 | 1.6M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 260 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 22,499 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 261 | NYLIM VP MFS Investors Trust Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 22,476 | 1.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 262 | Old Westbury Total Equity Fund Old Westbury Funds Inc | 22,298 | 1.6M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 263 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 22,245 | 1.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 264 | Innovator Equity Managed Floor ETF Innovator ETFs Trust | 22,166 | 1.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 265 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 22,076 | 1.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 266 | AQR Managed Futures Strategy HV Fund AQR Funds | 21,640 | 1.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 267 | Brandes U.S. Small-Mid Cap Value ETF 2023 ETF Series Trust | 21,559 | 1.5M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 268 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 21,428 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 269 | iShares Morningstar Mid-Cap ETF iShares Trust | 21,069 | 1.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 270 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 20,962 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 271 | Penn Series Large Cap Growth Fund Penn Series Funds Inc | 20,951 | 1.4M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| 272 | M Capital Appreciation Fund M FUND INC | 20,461 | 1.4M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 273 | Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 20,066 | 1.4M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 274 | DWS Large Cap Focus Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 19,850 | 1.4M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 275 | Janus Henderson Mid Cap Value Portfolio JANUS ASPEN SERIES | 18,969 | 1.3M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 276 | Allspring VT Opportunity Fund Allspring VARIABLE TRUST | 18,947 | 1.3M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 277 | Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 18,637 | 1.3M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 278 | Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS | 18,500 | 1.5M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 279 | LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,415 | 1.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 280 | iShares Morningstar Growth ETF iShares Trust | 18,349 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 281 | Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 18,086 | 1.4M $ | 2.59 % | as of Feb 28, 2026 · Original filing |
| 282 | MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST | 18,023 | 1.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 283 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 17,792 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 284 | Becker Equity Fund Professionally Managed Portfolios | 17,495 | 1.2M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 285 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 16,844 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 286 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 16,827 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 287 | DIAMOND HILL MID CAP FUND Diamond Hill Funds | 16,652 | 1.2M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 288 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 16,190 | 1.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 289 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 16,132 | 1.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 290 | AST Large-Cap Value Portfolio Advanced Series Trust | 16,061 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 291 | Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 15,886 | 10.5M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 292 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 15,843 | 1.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 293 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,767 | 1.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 294 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 15,606 | 1.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 295 | Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 15,509 | 1.2M $ | 0.04 % | as of Feb 27, 2026 · Original filing |
| 296 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 15,294 | 1.1M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 297 | iShares MSCI World ETF iShares, Inc. | 15,022 | 1.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 298 | Thornburg Focus Growth Fund THORNBURG INVESTMENT TRUST | 14,982 | 1M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 299 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 14,967 | 1.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 300 | U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 14,493 | 1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
Institutional managers
550 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 | |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13,146,925 | 1.6B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 18,816,783 | 1.3B $ | as of Mar 31, 2026 |
| Dodge & Cox | 16,189,511 | 1.1B $ | as of Mar 31, 2026 |
| Independent Franchise Partners LLP | 12,131,944 | 839.4M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 10,952,962 | 757.8M $ | as of Mar 31, 2026 |
| FMR LLC | 9,599,109 | 664.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,940,429 | 480.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,929,853 | 479.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 4,111,538 | 284.5M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 3,740,326 | 258.8M $ | as of Mar 31, 2026 |
| Meritage Group LP | 3,632,870 | 251.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,612,404 | 249.3M $ | as of Mar 31, 2026 |
| Ninety One UK Ltd | 3,547,743 | 245.5M $ | as of Mar 31, 2026 |
| Vulcan Value Partners, LLC | 3,207,405 | 221.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,143,309 | 217.5M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2,891,187 | 200M $ | as of Mar 31, 2026 |
| Capital International Investors | 2,828,091 | 195.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,498,573 | 172.8M $ | as of Mar 31, 2026 |
| Theleme Partners LLP | 2,316,882 | 160.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,773,621 | 122.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,692,374 | 112.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,610,599 | 110.3M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 1,532,428 | 106M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,491,932 | 103.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,447,914 | 100.2M $ | as of Mar 31, 2026 |