HealthEquity, Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| AQR LSE Fusion Fund AQR Funds | — | $127.4K | 0.67% | 1,525 NS | $19.13M | FIGI |
| AQR MS Fusion HV Fund AQR Funds | — | $126.9K | 0.22% | 1,518 NS | $58.49M | FIGI |
| Brown Advisory Mid-Cap Growth Fund Brown Advisory Funds | — | $120.0K | 1.74% | 1,436 NS | $6.89M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $113.1K | 0.01% | 1,353 NS | $1.08B | FIGI |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | FSML | $106.5K | 0.09% | 1,274 NS | $112.50M | FIGI |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | — | $104.7K | 0.08% | 1,253 NS | $139.14M | FIGI |
| Gotham Enhanced Return Fund FundVantage Trust | — | $103.8K | 0.02% | 1,242 NS | $427.03M | FIGI |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | — | $103.8K | 0.00% | 1,242 NS | $2.92B | FIGI |
| Strategic Alternatives Fund GuideStone Funds | — | $101.2K | 0.04% | 1,211 PA | $272.93M | FIGI |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | — | $100.3K | 0.01% | 1,200 NS | $1.02B | FIGI |
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $97.8K | 0.01% | 1,170 NS | $695.91M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $97.1K | 0.01% | 1,162 NS | $883.82M | FIGI |
| Health Care Fund Rydex Series Funds | — | $71.5K | 0.37% | 856 NS | $19.25M | FIGI |
| S&P MidCap 400 Pure Growth Fund Rydex Variable Trust | — | $68.5K | 0.49% | 820 NS | $13.87M | FIGI |
| PROFUND VP MIDCAP GROWTH ProFunds | — | $67.2K | 0.44% | 804 NS | $15.35M | FIGI |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | CVMC | $60.6K | 0.07% | 725 NS | $83.19M | FIGI |
| New Covenant Growth Fund NEW COVENANT FUNDS | — | $56.2K | 0.01% | 673 NS | $518.52M | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $46.1K | 0.05% | 552 NS | $95.70M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Value Til… SPDR SERIES TRUST | VLU | $45.8K | 0.01% | 548 NS | $621.35M | FIGI |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | — | $43.9K | 0.03% | 525 NS | $144.25M | FIGI |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $43.2K | 0.01% | 517 NS | $583.77M | FIGI |
| JPMorgan Fundamental Data Science Small Core … J.P. Morgan Exchange-Traded Fund Trust | SCDS | $42.0K | 0.57% | 503 NS | $7.38M | FIGI |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | BUYO | $42.0K | 0.34% | 502 NS | $12.44M | FIGI |
| Health Care Fund Rydex Variable Trust | — | $37.5K | 0.30% | 449 NS | $12.49M | FIGI |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | — | $34.5K | 0.06% | 413 NS | $54.22M | FIGI |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | — | $32.8K | 0.01% | 392 NS | $545.85M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $30.7K | 0.02% | 367 NS | $185.65M | FIGI |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | — | $29.3K | 0.01% | 351 NS | $278.15M | FIGI |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | — | $27.7K | 0.00% | 331 NS | $667.85M | FIGI |
| Simplify Health Care ETF Simplify Exchange Traded Funds | PINK | $26.5K | 0.01% | 317 NS | $234.20M | FIGI |
| PROFUND VP ULTRA SMALL CAP ProFunds | — | $23.6K | 0.15% | 282 NS | $15.31M | FIGI |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $21.6K | 0.10% | 259 NS | $21.24M | FIGI |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | — | $20.1K | 0.16% | 240 NS | $12.29M | FIGI |
| PROFUND VP SMALL CAP ProFunds | — | $17.8K | 0.15% | 213 NS | $11.88M | FIGI |
| Putnam Dynamic Asset Allocation Conservative … Putnam Asset Allocation Funds | — | $16.4K | 0.00% | 196 NS | $809.44M | FIGI |
| Russell 2000 Fund Rydex Series Funds | — | $15.9K | 0.12% | 190 NS | $12.87M | FIGI |
| RiverNorth Patriot ETF Elevation Series Trust | FLDZ | $15.4K | 0.41% | 184 NS | $3.76M | FIGI |
| PROFUND VP ULTRAMID CAP ProFunds | — | $14.8K | 0.16% | 177 NS | $9.25M | FIGI |
| AQR MS Fusion Fund AQR Funds | — | $13.9K | 0.06% | 166 NS | $21.36M | FIGI |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | QMID | $13.3K | 0.65% | 159 NS | $2.03M | FIGI |
| Gotham Short Strategies ETF Tidal Trust I | SHRT | $11.4K | 0.06% | 136 NS | $18.07M | FIGI |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | RESM | $10.9K | 0.35% | 130 NS | $3.06M | FIGI |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | — | $9.5K | 0.16% | 114 NS | $5.96M | FIGI |
| SA Franklin Allocation Moderately Aggressive … SEASONS SERIES TRUST | — | $7.9K | 0.00% | 94 NS | $199.36M | FIGI |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | — | $5.9K | 0.18% | 71 NS | $3.32M | FIGI |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | — | $5.1K | 0.01% | 61 NS | $92.74M | FIGI |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | FEAC | $4.9K | 0.05% | 59 NS | $9.74M | FIGI |
| Calvert US Large-Cap Diversity, Equity and In… Morgan Stanley ETF Trust | CDEI | $4.7K | 0.03% | 56 NS | $15.50M | FIGI |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | — | $2.8K | 0.02% | 33 NS | $14.61M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum … SPDR SERIES TRUST | MMTM | $2.4K | 0.00% | 29 NS | $151.43M | FIGI |