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Funds Holding Equifax Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Equifax Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of EFX →
Funds holding
153
as of 2026-07-31
Reported value
$1.3B
summed across funds
Fund families
71
named trusts
Largest conviction
4.43%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Vulcan Value Partners FundElevation Series Trust58.7K sh$10.1M4.43%
Virtus KAR Mid-Cap ETFVirtus ETF Trust II6.1K sh$1.1M2.31%
Running Oak Efficient Growth ETFStrategic Trust38.2K sh$7.2M1.74%
Federated Hermes SDG Engagement Equity FundFederated Hermes Adviser Series1.7K sh$285.3K1.55%
Invesco S&P 500 Equal Weight Industrials ETFInvesco Exchange-Traded Fund Trust77.8K sh$13.4M1.23%
Column Mid Cap Select FundTrust for Professional Managers187.8K sh$35.5M1.08%
Harding Loevner Global Equity PortfolioHARDING LOEVNER FUNDS INC25.4K sh$4.4M0.83%
Column Mid Cap FundTrust for Professional Managers41.4K sh$7.8M0.70%
Morningstar Global Opportunistic Equity FundMorningstar Funds Trust17.3K sh$3M0.67%
Neuberger Long Short FundNEUBERGER BERMAN ALTERNATIVE FUNDS231.6K sh$40M0.54%
First Trust Industrials/Producer Durables AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund20.9K sh$3.6M0.49%
VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS1.5M sh$258.1M0.39%
Pacer US Cash Cows 100 ETFPacer Funds Trust369.3K sh$63.8M0.34%
SA MFS Total Return PortfolioSUNAMERICA SERIES TRUST8.7K sh$1.5M0.31%
MFS Global Equity FundMFS Series Trust VI25.9K sh$4.5M0.31%
INDUSTRIALS ULTRASECTOR PROFUNDProFunds219 sh$37.8K0.30%
Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST39.5K sh$6.8M0.30%
American Beacon Large Cap Value FundAMERICAN BEACON FUNDS49.1K sh$8.5M0.28%
Direxion Daily Industrials Bull 3X SharesDirexion Shares ETF Trust880 sh$151.9K0.27%
Global Equity FundRUSSELL INVESTMENT CO57.3K sh$9.9M0.25%
iShares U.S. Industrials ETFiShares Trust27.5K sh$4.7M0.24%
Columbia U.S. Equity Income ETFColumbia ETF Trust I3.8K sh$655.4K0.22%
Capital Group U.S. Equity FundCapital Group U.S. Equity Fund5K sh$871.6K0.20%
iShares MSCI USA Size Factor ETFiShares Trust5K sh$865K0.20%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.1M sh$193.7M0.20%
Morningstar U.S. Equity FundMorningstar Funds Trust20.4K sh$3.5M0.18%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I3.4K sh$586K0.18%
Fidelity Growth and Income PortfolioFidelity Securities Fund153.9K sh$26.6M0.18%
iShares Morningstar Mid-Cap Growth ETFiShares Trust38.6K sh$6.7M0.17%
Disciplined Value SeriesManning & Napier Fund, Inc.1.3K sh$216.3K0.17%
Fidelity Mid Cap Index FundFidelity Salem Street Trust449.1K sh$77.5M0.15%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST24K sh$4.1M0.15%
iShares Russell Mid-Cap Index FundBlackRock Funds22K sh$3.8M0.15%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust8.8K sh$1.5M0.15%
iShares Morningstar Mid-Cap ETFiShares Trust13.7K sh$2.4M0.14%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC60.1K sh$10.4M0.12%
iShares Morningstar Mid-Cap Value ETFiShares Trust7.5K sh$1.3M0.11%
Green Century Balanced FundGREEN CENTURY FUNDS2.4K sh$413.9K0.11%
THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO174.6K sh$30.1M0.10%
Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.9K sh$853.6K0.10%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust12.6K sh$2.2M0.10%
Fidelity Large Cap Stock FundFidelity Concord Street Trust52.5K sh$9.1M0.09%
Fidelity Large Cap Stock K6 FundFidelity Concord Street Trust900 sh$155.4K0.08%
Washington Mutual Investors FundWashington Mutual Investors Fund1.1M sh$185M0.08%
Dimensional US Large Cap Value ETFDimensional ETF Trust31.7K sh$5.5M0.08%
Indexperts Gorilla Aggressive Growth ETFSPINNAKER ETF SERIES206 sh$35.6K0.08%
Goldman Sachs Large Cap Value Insights FundGoldman Sachs Trust3.4K sh$588.3K0.08%
Dimensional US Large Cap Vector ETFDimensional ETF Trust2.3K sh$390.8K0.07%
Pacer WealthShield ETFPacer Funds Trust103 sh$17.8K0.07%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust1.2K sh$209.2K0.07%
Harbor Human Capital Factor US Large Cap ETFHarbor ETF Trust2.1K sh$359.2K0.07%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST2.9K sh$494.6K0.07%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust61.7K sh$10.6M0.07%
LARGE-CAP VALUE PROFUNDProFunds21 sh$3.6K0.07%
US Vegan Climate ETFETF Series Solutions699 sh$120.7K0.07%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust187.6K sh$32.4M0.07%
Morningstar Alternatives FundMorningstar Funds Trust986 NC$170.2K0.07%
Dimensional US Vector Equity ETFDimensional ETF Trust2.1K sh$358.5K0.07%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC9K sh$1.5M0.06%
iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust48 sh$8.3K0.06%
NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust1.1K sh$195.6K0.06%
Equity Income FundRUSSELL INVESTMENT CO512 sh$88.4K0.06%
Dimensional US Core Equity 1 ETFDimensional ETF Trust11K sh$1.9M0.06%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST2.6K sh$447.4K0.06%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust40K sh$6.9M0.06%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust46.8K sh$8.1M0.06%
Nuveen Large Cap Value Index FundTIAA-CREF Funds43.4K sh$7.5M0.06%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST3.6K sh$627.1K0.05%
SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST3.9K sh$679.8K0.05%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS6 sh$1K0.05%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC101.1K sh$17.5M0.05%
Monopoly ETFStrategy Shares41 sh$7.1K0.04%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6.5K sh$1.1M0.04%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS3.1K sh$528.4K0.04%
iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust2.7K sh$461.8K0.04%
iShares Morningstar Growth ETFiShares Trust7.2K sh$1.2M0.04%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO1.4K sh$238.6K0.04%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS8 sh$1.4K0.04%
American Conservative Values ETFETF Opportunities Trust341 sh$58.9K0.04%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS17 sh$2.9K0.04%
E*TRADE No Fee Large Cap Index FundE Trade Trust283 sh$48.9K0.04%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS10 sh$1.7K0.04%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS6.6K sh$1.1M0.04%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust3.1K sh$534.6K0.03%
Dimensional US Core Equity Market ETFDimensional ETF Trust24.5K sh$4.2M0.03%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC10.9K sh$1.9M0.03%
Nationwide S&P 500 Index FundNationwide Mutual Funds3.5K sh$611.2K0.03%
T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.1.6K sh$284.5K0.03%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds8.7K sh$1.5M0.03%
iShares Morningstar U.S. Equity ETFiShares Trust2.4K sh$412.7K0.03%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS120 sh$20.7K0.03%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust670 sh$115.7K0.03%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust6.1K sh$1.1M0.03%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC26.7K sh$4.6M0.03%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST267.5K sh$46.2M0.03%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III671 sh$115.8K0.03%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust34.8K sh$6M0.03%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust16.4K sh$2.8M0.03%
Nuveen S&P 500 Index FundTIAA-CREF Funds25.1K sh$4.3M0.03%
LargeCap S&P 500 Index FundPrincipal Funds, Inc24.5K sh$4.2M0.03%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust10.1K sh$1.7M0.03%
TCW Transform 500 ETFTCW ETF Trust2K sh$347.5K0.03%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST3.9K sh$674.9K0.03%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST6K sh$1M0.03%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust34K sh$5.9M0.03%
Victory 500 Index FundVictory Portfolios III27.7K sh$4.8M0.03%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.4.8K sh$834.1K0.03%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS88 sh$15.2K0.03%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.2.4K sh$407.2K0.03%
iShares Dow Jones U.S. ETFiShares Trust5.2K sh$893.7K0.03%
JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust58 sh$10K0.03%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust458 sh$79.1K0.03%
E*TRADE No Fee Total Market Index FundE Trade Trust188 sh$32.5K0.03%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust450 sh$77.7K0.03%
Schwab 1000 Index FundSCHWAB INVESTMENTS37.8K sh$6.5M0.03%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust2.9K sh$493.7K0.03%
Nuveen Equity Index FundTIAA-CREF Funds99.5K sh$17.2M0.03%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST72.6K sh$12.5M0.03%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust64.7K sh$11.2M0.03%
Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds2.6K sh$456.2K0.03%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust103 sh$17.8K0.03%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST21.3K sh$3.7M0.03%
iShares Total U.S. Stock Market Index FundBlackRock Funds7.7K sh$1.3M0.03%
Wilmington Large-Cap Strategy FundWilmington Funds980 sh$169.2K0.03%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC63.5K sh$11M0.03%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust834 sh$144K0.03%
BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust17 sh$2.9K0.02%
ULTRABULL PROFUNDProFunds257 sh$44.4K0.02%
iShares MSCI Kokusai ETFiShares Trust352 sh$60.8K0.02%
AMT Diversified Equity FundADVISER MANAGED TRUST554 sh$95.6K0.02%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust9.3K sh$1.6M0.02%
iShares Morningstar Value ETFiShares Trust1.8K sh$314.3K0.02%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust13.2K sh$2.3M0.02%
Multi-Strategy Income FundRUSSELL INVESTMENT CO379 sh$65.4K0.02%
iShares MSCI ACWI ETFiShares Trust40K sh$6.9M0.02%
MidCap Value Fund IPrincipal Funds, Inc2.7K sh$457.4K0.02%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS104.2K sh$18M0.02%
BULL PROFUNDProFunds56 sh$9.7K0.02%
BlackRock Tactical Opportunities FundBlackRock Funds6.3K sh$1.1M0.02%
Vox Populi ETFAdvisors Series Trust6 sh$1K0.02%
Dimensional U.S. Equity Market ETFDimensional ETF Trust20.1K sh$3.5M0.02%
Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust16 sh$2.8K0.02%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust2.1K sh$354.6K0.02%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO257 sh$44.4K0.02%
Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds429 sh$74.1K0.01%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust94 sh$16.2K0.01%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds666 sh$115K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds802 sh$138.4K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds541 sh$93.4K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds281 sh$48.5K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds76 sh$13.1K0.00%
PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST7 sh$1.2K0.00%
Saba Capital Income & Opportunities FundSaba Capital Income & Opportunities Fund-196 sh-$33.8K-0.01%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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