HealthEquity, Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Victory RS Small Cap Growth Fund Victory Portfolios | — | $2.59M | 0.78% | 30,990 NS | $332.49M | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $2.54M | 0.22% | 30,347 NS | $1.17B | FIGI |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND IN… | — | $2.53M | 1.46% | 30,331 NS | $173.25M | FIGI |
| FundX Future Fund Opportunities ETF FundX Investment Trust | FFOX | $2.50M | 1.27% | 29,870 NS | $196.65M | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $2.45M | 0.22% | 29,258 NS | $1.11B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $2.42M | 0.22% | 28,995 NS | $1.13B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $2.42M | 0.09% | 28,963 NS | $2.63B | FIGI |
| M Capital Appreciation Fund M FUND INC | — | $2.41M | 0.92% | 28,826 NS | $262.64M | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $2.41M | 0.14% | 28,783 NS | $1.71B | FIGI |
| Variable Portfolio - Partners Small Cap Growt… Columbia Funds Variable Series Trust II | — | $2.37M | 0.71% | 28,382 NS | $332.70M | FIGI |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | — | $2.37M | 0.87% | 28,325 NS | $271.71M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $2.32M | 0.12% | 27,790 NS | $1.90B | FIGI |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | — | $2.31M | 2.02% | 27,672 NS | $114.56M | FIGI |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | — | $2.30M | 2.18% | 27,484 NS | $105.59M | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $2.23M | 0.33% | 26,644 NS | $672.97M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $2.22M | 0.23% | 26,607 NS | $956.61M | FIGI |
| Meridian Growth Fund Meridian Fund Inc | — | $2.17M | 0.45% | 26,009 NS | $487.11M | FIGI |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | — | $2.12M | 0.55% | 25,398 NS | $389.13M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $2.10M | 0.22% | 25,153 NS | $962.08M | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.09M | 0.22% | 25,026 NS | $937.53M | FIGI |
| Carillon Eagle Small Cap Growth Fund Carillon Series Trust | — | $2.00M | 0.49% | 23,876 NS | $403.35M | FIGI |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | — | $1.95M | 5.48% | 23,385 NS | $35.66M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $1.94M | 0.01% | 23,267 NS | $17.05B | FIGI |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | — | $1.90M | 0.36% | 22,710 NS | $528.41M | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $1.86M | 0.28% | 22,247 NS | $668.68M | FIGI |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | — | $1.85M | 0.99% | 22,172 NS | $187.45M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $1.83M | 0.24% | 21,931 NS | $768.54M | FIGI |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | — | $1.83M | 0.80% | 21,865 NS | $228.12M | FIGI |
| State Street(R) SPDR(R) S&P Kensho New Econom… SPDR SERIES TRUST | KOMP | $1.83M | 0.08% | 21,840 NS | $2.35B | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $1.78M | 0.27% | 21,351 NS | $665.18M | FIGI |
| State Street(R) SPDR(R) S&P(R) Health Care Se… SPDR SERIES TRUST | XHS | $1.77M | 2.15% | 21,138 NS | $82.26M | FIGI |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | — | $1.76M | 1.18% | 21,118 NS | $149.33M | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $1.72M | 0.07% | 20,535 NS | $2.38B | FIGI |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | — | $1.71M | 0.62% | 20,429 NS | $276.33M | FIGI |
| VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $1.69M | 0.93% | 20,241 NS | $181.73M | FIGI |
| LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC — | — | $1.63M | 0.75% | 19,522 NS | $217.24M | FIGI |
| AST J.P. Morgan Aggressive Multi-Asset Portfo… Advanced Series Trust | — | $1.62M | 0.08% | 19,423 NS | $2.04B | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $1.61M | 0.22% | 19,249 NS | $719.76M | FIGI |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | — | $1.59M | 1.00% | 19,077 NS | $158.76M | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $1.54M | 0.20% | 18,372 NS | $759.28M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $1.49M | 0.05% | 17,879 NS | $2.98B | FIGI |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | — | $1.46M | 0.26% | 17,474 NS | $562.61M | FIGI |
| AVIP Fidelity Institutional AM Equity Growth … AuguStar Variable Insurance Products Fund… | — | $1.43M | 0.66% | 17,137 NS | $218.27M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $1.39M | 0.24% | 16,617 NS | $584.32M | FIGI |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | — | $1.36M | 0.55% | 16,323 NS | $247.60M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $1.31M | 0.21% | 15,733 NS | $613.37M | FIGI |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $1.30M | 0.17% | 15,580 NS | $744.07M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $1.28M | 0.23% | 15,259 NS | $550.95M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $1.27M | 0.01% | 15,253 NS | $11.74B | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $1.27M | 0.02% | 15,166 NS | $5.26B | FIGI |