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 | |
|---|---|---|---|---|---|
| 201 | NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 24,585 | 1.8M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 202 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 24,040 | 1.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 203 | EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust | 23,854 | 1.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 204 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 23,800 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 205 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 23,574 | 1.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 206 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 23,206 | 1.9M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 207 | Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust | 22,676 | 1.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 208 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 22,258 | 1.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 209 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 22,122 | 1.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 210 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 21,723 | 1.7M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 211 | DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 21,642 | 1.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| 212 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 21,099 | 1.5M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 213 | VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 20,837 | 1.7M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 214 | Allspring VT Opportunity Fund Allspring VARIABLE TRUST | 20,590 | 1.5M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 215 | Putnam U.S. Research Fund Putnam Investment Funds | 20,308 | 1.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 216 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 19,840 | 1.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 217 | NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 19,804 | 1.6M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 218 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 19,620 | 1.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 219 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 18,595 | 1.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 220 | Victory Extended Market Index Fund Victory Portfolios III | 18,556 | 1.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 221 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 18,189 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 222 | JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 17,596 | 1.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 223 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 17,578 | 1.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 224 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 17,514 | 1.4M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 225 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 17,270 | 1.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 226 | JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 17,133 | 1.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 227 | iShares Core Dividend ETF iShares Trust | 17,069 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 228 | SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 16,700 | 1.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 229 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 16,620 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 230 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 16,609 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 231 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 16,433 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 232 | SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 16,200 | 1.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 233 | AUXIER FOCUS FUND FORUM FUNDS | 15,249 | 1.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 234 | Storebrand Global Multifactor Storebrand Asset Management AS | 15,067 | 10.5M SEK | 0.79 % | as of Mar 31, 2026 · Original filing |
| 235 | First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 14,974 | 1.1M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| 236 | Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust | 14,913 | 1.2M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 237 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 14,680 | 1.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 238 | First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 14,627 | 1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 239 | Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 14,627 | 1M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 240 | Destinations Equity Income Fund Brinker Capital Destinations Trust | 14,565 | 1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 241 | U.S. Quality ESG Fund Northern Funds | 14,549 | 1.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 242 | Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 14,544 | 1.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 243 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 14,505 | 1.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 244 | iShares U.S. Equity Factor ETF iShares Trust | 14,171 | 1.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 245 | Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust | 14,155 | 1.1M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 246 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 13,797 | 1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 247 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,657 | 979.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 248 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 13,582 | 991.9K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 249 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 13,304 | 971.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 250 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 13,273 | 969.3K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 251 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 13,192 | 963.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 252 | MML Equity Fund MML Series Investment Fund II | 13,000 | 949.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 253 | iShares MSCI World Small-Cap ETF iShares Trust | 12,998 | 932.3K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 254 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 12,778 | 933.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 255 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 12,305 | 898.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 256 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 12,155 | 887.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 257 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 12,118 | 974K $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 258 | AQR Alternative Risk Premia Fund AQR Funds | 11,990 | 875.6K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 259 | AST Large-Cap Value Portfolio Advanced Series Trust | 11,897 | 868.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 260 | SPP Generation 70-tal Storebrand Asset Management AS | 11,828 | 8.2M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 261 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 11,797 | 846.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 262 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 11,579 | 930.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 263 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 11,508 | 840.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 264 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 11,334 | 911K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 265 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 11,276 | 823.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 266 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 11,219 | 819.3K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 267 | Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 10,933 | 878.8K $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 268 | Systematic Core Fund VALIC Co I | 10,403 | 746.2K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 269 | SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 10,310 | 752.9K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 270 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 10,282 | 750.9K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 271 | Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 10,121 | 739.1K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 272 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 9,872 | 708.1K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 273 | Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 9,865 | 6.9M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 274 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 9,793 | 702.5K $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 275 | Swedbank Robur Mixfond Pension Swedbank Robur Fonder AB | 9,636 | 6.7M SEK | 0.09 % | as of Mar 31, 2026 · Original filing |
| 276 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 9,284 | 678K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 277 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 9,166 | 669.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 278 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,122 | 666.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 279 | DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 8,571 | 625.9K $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 280 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 8,312 | 668.1K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 281 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 8,292 | 605.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 282 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 8,280 | 604.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 283 | Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust | 8,043 | 646.5K $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 284 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 7,931 | 568.9K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 285 | AQR Multi-Asset Fund AQR Funds | 7,822 | 571.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 286 | LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND | 7,600 | 610.9K $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 287 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,529 | 549.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 288 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 7,308 | 524.2K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 289 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,209 | 526.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 290 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 7,129 | 511.4K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 291 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 7,068 | 507K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 292 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 6,944 | 498.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 293 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,940 | 506.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 294 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 6,895 | 554.2K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 295 | Longview Advantage ETF RBB Fund Trust | 6,873 | 493K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 296 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,850 | 500.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 297 | WisdomTree U.S. LargeCap Fund WisdomTree Trust | 6,814 | 497.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 298 | iShares Dow Jones U.S. ETF iShares Trust | 6,688 | 537.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 299 | iShares Morningstar Small-Cap ETF iShares Trust | 6,649 | 534.4K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 300 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 6,546 | 526.2K $ | 0.42 % | as of Apr 30, 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 |