Funds holding Unum Group
452 funds declare a position · 130 ETFs and 322 other funds · 4.5B $· 421M SEK · US91529Y1064
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 5,047,233 | 368.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,933,794 | 360.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 4,750,449 | 340.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,587,174 | 262M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Select Dividend ETF iShares Trust | 2,687,630 | 216M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| 6 | 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 |
| 7 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,284,191 | 166.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,944,674 | 156.3M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,701,612 | 124.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,116,428 | 81.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 11 | VIP Mid Cap Portfolio Variable Insurance Products Fund III | 914,500 | 66.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 12 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 854,957 | 68.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 13 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 805,586 | 57.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 14 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 775,487 | 56.6M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 15 | 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 |
| 16 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 724,677 | 58.2M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 17 | 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 |
| 18 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 708,750 | 57M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 19 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 653,892 | 52.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 20 | iShares Russell Mid-Cap ETF iShares Trust | 636,903 | 46.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 21 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 615,173 | 49.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 22 | 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 |
| 23 | Fidelity Balanced Fund Fidelity Puritan Trust | 539,907 | 38.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 24 | 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 |
| 25 | 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 |
| 26 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 415,670 | 29.8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 27 | VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 414,104 | 33.3M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 28 | iShares Russell 1000 Value ETF iShares Trust | 389,092 | 28.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 29 | Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 355,521 | 28.6M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 30 | 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 |
| 31 | Nuveen Mid Cap Value Fund TIAA-CREF Funds | 337,016 | 27.1M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| 32 | ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 334,366 | 24M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| 33 | iShares Core Dividend Growth ETF iShares Trust | 334,199 | 26.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 34 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 302,556 | 24.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 35 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 288,039 | 20.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 36 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 278,536 | 22.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 37 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 270,312 | 19.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 38 | Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 269,597 | 187.6M SEK | 0.19 % | as of Mar 31, 2026 · Original filing |
| 39 | Select Insurance Portfolio Fidelity Select Portfolios | 265,700 | 19.1M $ | 2.84 % | as of Feb 28, 2026 · Original filing |
| 40 | 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 |
| 41 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 244,551 | 19.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 42 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 243,062 | 17.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 43 | Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 240,579 | 17.6M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 44 | iShares Russell Mid-Cap Value ETF iShares Trust | 238,563 | 17.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 45 | Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 237,100 | 19.1M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 46 | 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 |
| 47 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 234,318 | 16.8M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 48 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 227,452 | 16.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 49 | Gateway Fund Gateway Trust | 219,438 | 16M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 50 | 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 |
| 51 | Victory RS Global Fund Victory Portfolios | 192,184 | 14M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 52 | Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 189,600 | 13.8M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 53 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 181,226 | 14.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 54 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 180,481 | 13.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 55 | 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 |
| 56 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 156,840 | 11.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 57 | JNL Mid Cap Index Fund JNL Series Trust | 153,820 | 11.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 58 | Nuveen Equity Index Fund TIAA-CREF Funds | 153,033 | 12.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 59 | SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 145,736 | 10.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 60 | Swedbank Robur Aktiefond Pension Swedbank Robur Fonder AB | 144,514 | 100.5M SEK | 0.09 % | as of Mar 31, 2026 · Original filing |
| 61 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 144,009 | 11.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 62 | Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 142,987 | 10.3M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 63 | 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 |
| 64 | SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 135,466 | 9.7M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 65 | AQR Large Cap Multi-Style Fund AQR Funds | 134,753 | 9.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 66 | Victory Sustainable World Fund Victory Portfolios III | 133,922 | 9.6M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 67 | Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 132,644 | 10.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 68 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 131,524 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 69 | iShares Core S&P U.S. Value ETF iShares Trust | 127,887 | 9.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 70 | 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 |
| 71 | Victory Value Fund Victory Portfolios III | 125,900 | 10.1M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 72 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 124,955 | 9.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 73 | iShares Russell 1000 ETF iShares Trust | 120,236 | 8.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 74 | Mid Cap Index Fund VALIC Co I | 117,566 | 8.4M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 75 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 117,336 | 8.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 76 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 116,784 | 9.4M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 77 | Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS | 114,350 | 8.2M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 78 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 113,517 | 8.1M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 79 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 110,824 | 8.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 80 | 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 |
| 81 | Victory RS Large Cap Alpha Fund Victory Portfolios | 106,340 | 7.8M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 82 | 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 |
| 83 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 102,312 | 7.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 84 | Large Cap Index Master Portfolio Master Investment Portfolio | 101,374 | 7.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 85 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 98,322 | 7.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 86 | Mid Cap Index Fund Northern Funds | 95,555 | 7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 87 | VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 94,527 | 6.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 88 | Avantis U.S. Equity ETF American Century ETF Trust | 94,348 | 6.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 89 | iShares U.S. Financials ETF iShares Trust | 91,554 | 7.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 90 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 90,438 | 7.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 91 | Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 89,500 | 7.2M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| 92 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 89,286 | 6.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 93 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 87,345 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 94 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 87,289 | 7M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| 95 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 85,804 | 6.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 96 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 84,709 | 6.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 97 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 84,137 | 6M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 98 | Financial Industries Fund John Hancock Investment Trust II | 83,936 | 6.7M $ | 2.51 % | as of Apr 30, 2026 · Original filing |
| 99 | 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 |
| 100 | Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 80,995 | 5.9M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
682 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. | 18,232,504 | 1.3B $ | as of Mar 31, 2026 |
| FMR LLC | 7,209,241 | 526.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 5,147,425 | 375.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,084,382 | 298.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,334,475 | 243.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,323,897 | 242.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 3,247,940 | 237.2M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2,000,000 | 146.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,908,027 | 139.3M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 1,831,943 | 133.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,724,852 | 126M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,678,632 | 122.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,646,188 | 120.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,581,728 | 115.5M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,536,324 | 112.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,524,728 | 111.4M $ | as of Mar 31, 2026 |
| DONALD SMITH & CO., INC. | 1,327,932 | 97M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,302,397 | 95.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,184,596 | 86.5M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 1,153,852 | 84.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,148,583 | 83.9M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 1,080,371 | 78.6M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,042,923 | 76.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,035,394 | 75.6M $ | as of Mar 31, 2026 |
| ALGEBRIS (UK) LTD | 944,320 | 68.8M $ | as of Mar 31, 2026 |