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Funds Holding Erie Indemnity Co

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

Institutional holders of ERIE →
Funds holding
97
as of 2026-07-31
Reported value
$517.8M
summed across funds
Fund families
41
named trusts
Largest conviction
1.58%
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
FT Vest S&P 500 Dividend Aristocrats Target Income ETFFirst Trust Exchange-Traded Fund IV230.3K sh$55.7M1.58%
Vest S&P 500 Dividend Aristocrats Target Income FundWorld Funds Trust2.6K sh$634.9K1.31%
Invesco S&P 500 Equal Weight Financials ETFInvesco Exchange-Traded Fund Trust15.8K sh$3.8M1.25%
Invesco S&P 500 GARP ETFInvesco Exchange-Traded Fund Trust100.7K sh$24.4M1.08%
Sovereign's Capital Flourish FundElevation Series Trust1.8K sh$424.5K0.49%
Fidelity Quality Factor ETFFidelity Covington Trust26.8K sh$6.5M0.46%
U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC20.9K sh$5.1M0.26%
iShares MSCI USA Size Factor ETFiShares Trust3.7K sh$894.6K0.21%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust803.4K sh$194.5M0.20%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust21.1K sh$5.1M0.18%
YieldMax(R) U.S. Stocks Target Double Distribution ETFTidal Trust II42 sh$10.2K0.15%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust6.3K sh$1.5M0.15%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust3.8K sh$917.1K0.14%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust3.8K sh$913.9K0.14%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust11.1K sh$2.7M0.13%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST12.7K sh$3.1M0.13%
iShares Morningstar Small-Cap Growth ETFiShares Trust4.4K sh$1.1M0.11%
SA Franklin Systematic U.S. Large Cap Core PortfolioSUNAMERICA SERIES TRUST1.4K sh$350.7K0.10%
iShares Morningstar Small-Cap ETFiShares Trust1.1K sh$270.6K0.10%
iShares Morningstar Small-Cap Value ETFiShares Trust2.5K sh$611.6K0.09%
Victory Extended Market Index FundVictory Portfolios III2.9K sh$702.6K0.09%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust9.4K sh$2.3M0.09%
iShares MSCI USA Min Vol Factor ETFiShares Trust81K sh$19.6M0.08%
iShares Core High Dividend ETFiShares Trust43.9K sh$10.6M0.07%
Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST6.7K sh$1.6M0.07%
Fidelity SAI U.S. Quality Index FundFidelity Salem Street Trust88K sh$21.3M0.06%
Invesco S&P 500 Quality ETFInvesco Exchange-Traded Fund Trust46.6K sh$11.3M0.06%
FINANCIALS ULTRASECTOR PROFUNDProFunds22 sh$5.3K0.05%
Direxion Daily Financial Bull 3X SharesDirexion Shares ETF Trust5K sh$1.2M0.05%
Dimensional US Vector Equity ETFDimensional ETF Trust1K sh$252.4K0.05%
Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust42.8K sh$10.3M0.04%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC34.7K sh$8.4M0.04%
Dimensional U.S. Small Cap ETFDimensional ETF Trust26.4K sh$6.4M0.04%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust1.3K sh$318K0.04%
Pacer Lunt Large Cap Multi-Factor Alternator ETFPacer Funds Trust304 sh$73.6K0.04%
iShares Core Dividend Growth ETFiShares Trust60.5K sh$14.6M0.03%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust26 sh$6.3K0.03%
Global Equity FundRUSSELL INVESTMENT CO4.4K sh$1.1M0.03%
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS143.7K sh$34.8M0.03%
iShares MSCI USA Quality Factor ETFiShares Trust46.1K sh$11.1M0.02%
LARGE-CAP VALUE PROFUNDProFunds5 sh$1.2K0.02%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST601 sh$145.5K0.02%
US Vegan Climate ETFETF Series Solutions147 sh$35.6K0.02%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6.8K sh$1.7M0.02%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC32.6K sh$7.9M0.02%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC27.6K sh$6.7M0.02%
Column Mid Cap FundTrust for Professional Managers750 sh$191.7K0.02%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.4K sh$344.2K0.02%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.5K sh$367.4K0.01%
iShares Core Dividend ETFiShares Trust946 sh$229K0.01%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust1.1K sh$264.1K0.01%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS1.5K sh$366.9K0.01%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS1 sh$2420.01%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS29 sh$7K0.01%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS560 sh$135.5K0.01%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.568 sh$137.5K0.01%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.1.1K sh$265.8K0.01%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust19.5K sh$4.7M0.01%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds1.8K sh$447K0.01%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust142 sh$34.4K0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III144 sh$34.9K0.01%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust1.3K sh$311.3K0.01%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust7.4K sh$1.8M0.01%
LargeCap S&P 500 Index FundPrincipal Funds, Inc5.2K sh$1.3M0.01%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST1.3K sh$310.3K0.01%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST834 sh$201.9K0.01%
JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust13 sh$3.1K0.01%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST56.1K sh$13.6M0.01%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC5.5K sh$1.3M0.01%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS3 sh$726.10.01%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust106 sh$25.7K0.01%
Schwab 1000 Index FundSCHWAB INVESTMENTS8.1K sh$2M0.01%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust96 sh$23.2K0.01%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust23 sh$5.6K0.01%
iShares Dow Jones U.S. ETFiShares Trust1.1K sh$255.8K0.01%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust602 sh$145.7K0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust4.4K sh$1.1M0.01%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust13.8K sh$3.3M0.01%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST15.2K sh$3.7M0.01%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS17 sh$4.1K0.01%
Nuveen S&P 500 Index FundTIAA-CREF Funds4.6K sh$1.1M0.01%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust178 sh$43.1K0.01%
ULTRABULL PROFUNDProFunds55 sh$13.3K0.01%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust2K sh$480.2K0.01%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS1 sh$2420.01%
iShares MSCI Kokusai ETFiShares Trust69 sh$16.7K0.01%
iShares MSCI ACWI ETFiShares Trust8.1K sh$2M0.01%
BULL PROFUNDProFunds12 sh$2.9K0.01%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS1 sh$2420.01%
E*TRADE No Fee Total Market Index FundE Trade Trust22 sh$5.3K0.00%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC263 sh$63.7K0.00%
Dimensional U.S. Equity Market ETFDimensional ETF Trust1.6K sh$392.3K0.00%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust1 sh$2420.00%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO-493 sh-$119.3K-0.01%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO-8.7K sh-$2.1M-0.07%
Calamos Long/Short Equity & Dynamic Income TrustCalamos Long/Short Equity & Dynamic Income Trust-1.6K sh-$375.2K-0.13%
Calamos Phineus Long/Short FundCALAMOS INVESTMENT TRUST/IL-6K sh-$1.5M-0.13%

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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