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 | |
|---|---|---|---|---|---|
| 101 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 80,850 | 5.8M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 102 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 80,764 | 5.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 103 | Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 80,328 | 6.5M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| 104 | Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 79,445 | 6.4M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| 105 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 79,227 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 106 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 79,024 | 6.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 107 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 74,656 | 6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 108 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 74,410 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 109 | VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 73,272 | 5.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 110 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 72,792 | 5.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 111 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 72,000 | 5.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 112 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 70,894 | 5.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 113 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 70,715 | 5.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 114 | Integrity Dividend Harvest Fund INTEGRITY FUNDS | 70,000 | 5.6M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 115 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 69,953 | 5.6M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 116 | Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 68,290 | 5.5M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| 117 | iShares U.S. Insurance ETF iShares Trust | 67,854 | 5M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 118 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 67,549 | 5.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 119 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 66,923 | 5.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 120 | Clearwater Core Equity Fund Clearwater Investment Trust | 64,544 | 4.7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 121 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 62,674 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 122 | Swedbank Robur Transfer 90 Swedbank Robur Fonder AB | 62,465 | 43.5M SEK | 0.40 % | as of Mar 31, 2026 · Original filing |
| 123 | iShares Russell 2500 ETF iShares Trust | 62,053 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 124 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 61,196 | 4.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 125 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 61,096 | 4.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 126 | Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 60,254 | 4.4M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 127 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 59,549 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 128 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 58,433 | 4.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 129 | MidCap S&P 400 Index Fund Principal Funds, Inc | 58,318 | 4.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 130 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 57,467 | 4.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 131 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 56,727 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 132 | Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 56,040 | 4.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 133 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 54,181 | 4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 134 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 54,149 | 4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 135 | NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 54,000 | 3.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 136 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 53,806 | 3.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 137 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 53,569 | 4.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 138 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 51,735 | 3.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 139 | SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 50,647 | 3.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 140 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 49,185 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 141 | AQR Managed Futures Strategy Fund AQR Funds | 47,797 | 3.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 142 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 47,486 | 3.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 143 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 47,021 | 3.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 144 | iShares Russell 3000 ETF iShares Trust | 46,712 | 3.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 145 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 46,438 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 146 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 46,021 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 147 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 45,634 | 3.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 148 | VIP Balanced Portfolio Variable Insurance Products Fund III | 45,568 | 3.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 149 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 44,668 | 3.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 150 | George Putnam Balanced Fund George Putnam Balanced Fund | 44,227 | 3.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 151 | Neuberger Core Equity ETF Neuberger Berman ETF Trust | 43,148 | 3.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 152 | FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 42,471 | 3.4M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 153 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 42,374 | 3.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 154 | AQR Style Premia Alternative Fund AQR Funds | 42,309 | 3.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 155 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 41,845 | 3.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 156 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 40,414 | 3.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 157 | VIP Stock Selector Portfolio Variable Insurance Products Fund | 39,340 | 2.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 158 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 39,000 | 2.8M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 159 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 38,607 | 26.9M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 160 | Financial Industries Trust John Hancock Variable Insurance Trust | 38,423 | 2.8M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| 161 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 38,049 | 2.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 162 | LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 37,962 | 3.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 163 | AQR Equity Market Neutral Fund AQR Funds | 37,706 | 2.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 164 | Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 37,500 | 2.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 165 | Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 37,500 | 2.7M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 166 | Institutionella Aktiefonden Stabil Nordea Funds Ab | 37,340 | 26.1M SEK | 1.28 % | as of Mar 31, 2026 · Original filing |
| 167 | Harbor Mid Cap Value Fund HARBOR FUNDS | 37,000 | 3M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 168 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 35,695 | 2.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 169 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 35,682 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 170 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 34,845 | 2.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 171 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 34,628 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 172 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 34,347 | 2.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 173 | FlexShares Quality Dividend Defensive Index Fund FlexShares Trust | 33,117 | 2.7M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 174 | First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 32,203 | 2.4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 175 | iShares Morningstar Small-Cap Value ETF iShares Trust | 32,048 | 2.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 176 | Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 31,962 | 2.6M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| 177 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 31,790 | 2.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 178 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 31,043 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 179 | Victory RS Value Fund Victory Portfolios | 30,760 | 2.2M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 180 | Victory RS Investors Fund Victory Portfolios | 30,730 | 2.2M $ | 3.12 % | as of Mar 31, 2026 · Original filing |
| 181 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 29,414 | 2.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 182 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 28,948 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 183 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 28,414 | 2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 184 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 28,345 | 2.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 185 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 28,233 | 2.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 186 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 28,083 | 2.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 187 | Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 27,900 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 188 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 27,644 | 2.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 189 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,407 | 2.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 190 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,292 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 191 | SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 27,100 | 2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 192 | JNL/Mellon Financial Sector Fund JNL Series Trust | 26,859 | 2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 193 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 26,500 | 1.9M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 194 | Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 26,446 | 1.9M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 195 | Dimensional US Large Cap Value ETF Dimensional ETF Trust | 26,421 | 2.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 196 | Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 26,301 | 1.9M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 197 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 26,290 | 1.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 198 | Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 25,038 | 1.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 199 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,856 | 2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 200 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 24,598 | 1.8M $ | 0.04 % | as of Feb 28, 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 |