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 | |
|---|---|---|---|---|---|
| 301 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 14,152 | 979.2K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 302 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 13,917 | 962.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 303 | Penn Series Mid Cap Value Fund Penn Series Funds Inc | 13,752 | 951.5K $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 304 | MFS Global Growth Portfolio MFS VARIABLE INSURANCE TRUST II | 13,727 | 949.8K $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 305 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 13,259 | 917.4K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 306 | Avanza Global Avanza Fonder AB | 13,067 | 8.6M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 307 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 13,030 | 8.6M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 308 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,971 | 920.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 309 | Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 12,792 | 1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 310 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 12,368 | 878.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 311 | JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust | 12,328 | 853K $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 312 | MFS Investors Trust Series MFS VARIABLE INSURANCE TRUST | 11,901 | 823.4K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 313 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 11,679 | 808.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 314 | Pro-Blend Conservative Term Series Manning & Napier Fund, Inc. | 11,533 | 818.8K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 315 | VanEck Morningstar Wide Moat Fund VanEck Funds | 11,514 | 796.7K $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| 316 | MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 11,399 | 788.7K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 317 | Equity Series Manning & Napier Fund, Inc. | 11,127 | 790K $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| 318 | SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST | 11,123 | 789.7K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 319 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 11,045 | 764.2K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 320 | iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 11,043 | 867.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 321 | Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 10,927 | 756K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 322 | SEB USA Exposure SEB Funds AB | 10,661 | 7M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 323 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,546 | 729.7K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 324 | iShares ESG Advanced MSCI USA ETF iShares Trust | 10,377 | 815.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 325 | Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND | 10,367 | 717.3K $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 326 | Embark Small Cap Equity Fund Harbor Funds II | 10,073 | 715.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 327 | VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 9,946 | 688.2K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 328 | ALPS Disruptive Technologies ETF ALPS ETF TRUST | 9,747 | 765.6K $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| 329 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 9,733 | 673.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 330 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,457 | 654.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 331 | World Selection Index Fund Northern Funds | 9,220 | 637.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 332 | iShares MSCI USA Size Factor ETF iShares Trust | 9,207 | 653.7K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 333 | JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 8,891 | 615.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 334 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,827 | 626.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 335 | Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 8,753 | 605.6K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 336 | iShares Dow Jones U.S. ETF iShares Trust | 8,453 | 600.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 337 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 8,447 | 584.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 338 | Wilmington Global Alpha Equities Fund Wilmington Funds | 8,182 | 580.9K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 339 | Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 8,035 | 570.5K $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 340 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,005 | 628.8K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 341 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 7,959 | 550.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 342 | JPMorgan Global Allocation Fund JPMorgan Trust I | 7,900 | 560.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 343 | MFS Global New Discovery Fund MFS SERIES TRUST IV | 7,892 | 619.9K $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| 344 | MFS Global Equity Series MFS VARIABLE INSURANCE TRUST | 7,860 | 543.8K $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 345 | Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust | 7,856 | 543.6K $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 346 | VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 7,824 | 541.3K $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 347 | Baron Financials ETF Baron ETF Trust | 7,770 | 537.6K $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 348 | VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 7,634 | 528.2K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 349 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 7,487 | 588.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 350 | iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 7,319 | 519.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 351 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 7,119 | 505.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 352 | SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 7,098 | 491.1K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 353 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 6,690 | 462.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 354 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 6,641 | 521.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 355 | S&P MidCap Index Fund SHELTON FUNDS | 6,592 | 517.8K $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| 356 | ProShares Ultra MidCap400 ProShares Trust | 6,476 | 508.7K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 357 | iShares ESG MSCI USA Leaders ETF iShares Trust | 6,439 | 505.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 358 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 6,329 | 449.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 359 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 6,221 | 430.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 360 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 6,216 | 430.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 361 | Storebrand Global All Countries Storebrand Asset Management AS | 6,119 | 4M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 362 | Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,107 | 433.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 363 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,972 | 413.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 364 | KPA Blandfond Swedbank Robur Fonder AB | 5,920 | 3.9M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 365 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,900 | 463.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 366 | Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 5,864 | 405.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 367 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 5,781 | 400K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 368 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 5,519 | 381.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 369 | Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 5,390 | 372.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 370 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 5,385 | 382.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 371 | Large Company Value Portfolio Wilshire Mutual Funds Inc | 5,278 | 365.2K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 372 | Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 5,250 | 3.5M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 373 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 5,094 | 352.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 374 | Green Century Equity Fund GREEN CENTURY FUNDS | 5,022 | 356.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 375 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 4,812 | 332.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 376 | MFS Global Research Portfolio MFS VARIABLE INSURANCE TRUST II | 4,615 | 319.3K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 377 | Copeland Dividend Growth Fund Copeland Trust | 4,507 | 354K $ | 1.30 % | as of Feb 28, 2026 · Original filing |
| 378 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 4,496 | 311.1K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 379 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 4,478 | 309.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 380 | SPP Generation 70-tal Storebrand Asset Management AS | 4,454 | 2.9M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 381 | VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 4,421 | 305.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 382 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,362 | 301.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 383 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 4,262 | 294.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 384 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,247 | 293.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 385 | MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust | 4,233 | 332.5K $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| 386 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,218 | 331.3K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 387 | SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 4,119 | 292.4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 388 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 4,006 | 277.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 389 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 3,993 | 276.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 390 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 3,988 | 313.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 391 | Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 3,965 | 274.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 392 | iShares Morningstar U.S. Equity ETF iShares Trust | 3,760 | 267K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 393 | Guardian Mid Cap Traditional Growth VIP Fund Guardian Variable Products Trust | 3,728 | 257.9K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 394 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 3,700 | 256K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 395 | Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 3,675 | 288.7K $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| 396 | Amplify COWS Covered Call ETF Amplify ETF Trust | 3,623 | 250.7K $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| 397 | Parametric Hedged Equity ETF Morgan Stanley ETF Trust | 3,619 | 250.4K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 398 | Skandia Nordamerika Exponering Skandia Fonder AB | 3,600 | 2.4M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 399 | Sofi Select 500 ETF Tidal Trust I | 3,441 | 270.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 400 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 3,416 | 242.5K $ | 0.13 % | as of Apr 30, 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 |