ATO · Atmos Energy Corp · Held by Funds
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Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of ATO by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 26.14% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 4.38% | 7,407,532 |
| Index ETFs | 21.76% | 36,764,794 |
| Active ETFs | 1.17% | 1,971,470 |
| Active funds | 16.79% | 28,375,106 |
| Unclassified | 1.33% | 2,254,679 |
| All registered funds | 45.43% | 76,773,581 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding ATO
726 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 5,298,625 | $912,794,129 | 0.04% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 4,325,436 | $745,142,860 | 0.04% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 3,827,551 | $659,372,211 | 0.35% | Long | 2026-06-30 | |
| American Funds Fundamental Investors | — | 3,116,381 | $536,858,955 | 0.30% | Long | 2026-06-30 | |
| State Street(R) Utilities Select Sector SPDR(R) ETF | XLU | 2,716,108 | $467,903,925 | 2.02% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 2,424,970 | $417,749,582 | 0.62% | Long | 2026-06-30 | |
| VANGUARD EQUITY INCOME FUND | — | 2,387,231 | $411,248,284 | 0.63% | Long | 2026-06-30 | |
| iShares Core S&P 500 ETF | IVV | 2,296,006 | $395,532,954 | 0.04% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 2,166,780 | $359,967,161 | 0.04% | Long | 2026-08-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 2,012,086 | $346,622,055 | 0.04% | Long | 2026-06-30 | |
| Capital Income Builder | — | 1,653,667 | $285,720,584 | 0.22% | Long | 2026-07-31 | |
| Investment Co of America | — | 1,315,930 | $226,695,261 | 0.12% | Long | 2026-06-30 | |
| Washington Mutual Investors Fund | — | 1,174,133 | $202,866,700 | 0.09% | Long | 2026-07-31 | |
| iShares MSCI USA Quality Factor ETF | QUAL | 1,171,869 | $202,475,526 | 0.44% | Long | 2026-07-31 | |
| T. Rowe Price Dividend Growth Fund, Inc. | — | 1,167,242 | $201,080,779 | 0.85% | Long | 2026-06-30 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 1,101,989 | $190,401,659 | 0.20% | Long | 2026-07-31 | |
| VANGUARD UTILITIES INDEX FUND | — | 1,141,160 | $189,580,911 | 1.88% | Long | 2026-08-31 | |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | SDY | 1,052,666 | $181,342,772 | 0.85% | Long | 2026-06-30 | |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | — | 944,417 | $163,176,369 | 0.12% | Long | 2026-07-31 | |
| VANGUARD WELLESLEY INCOME FUND | — | 907,828 | $156,391,530 | 0.33% | Long | 2026-06-30 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 905,403 | $155,973,775 | 0.04% | Long | 2026-06-30 | |
| ProShares S&P 500 Dividend Aristocrats ETF | NOBL | 932,028 | $154,837,812 | 1.31% | Long | 2026-08-31 | |
| Invesco Main Street Fund | — | 786,775 | $135,938,985 | 1.18% | Long | 2026-07-31 | |
| VANGUARD ENERGY OPPORTUNITIES FUND | — | 680,974 | $117,658,688 | 1.61% | Long | 2026-07-31 | |
| iShares Russell Mid-Cap ETF | IWR | 678,712 | $116,921,716 | 0.21% | Long | 2026-06-30 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 664,231 | $114,765,832 | 0.12% | Long | 2026-07-31 | |
| MFS Mid Cap Value Fund | — | 652,915 | $112,477,667 | 0.65% | Long | 2026-06-30 | |
| Fidelity Mid Cap Index Fund | FSMDX | 624,909 | $107,971,777 | 0.21% | Long | 2026-07-31 | |
| DNP Select Income Fund Inc | DNP | 546,925 | $94,497,702 | 2.55% | Long | 2026-07-31 | |
| HARTFORD CORE EQUITY FUND | — | 543,132 | $93,842,347 | 0.82% | Long | 2026-07-31 | |
| American Funds Global Insight Fund | — | 533,431 | $92,166,208 | 0.43% | Long | 2026-07-31 | |
| Invesco S&P 500 Low Volatility ETF | SPLV | 527,989 | $87,714,813 | 1.24% | Long | 2026-08-31 | |
| NYLIM CBRE Global Infrastructure Fund | — | 405,415 | $70,047,604 | 4.10% | Long | 2026-07-31 | |
| Equity Income Fund | — | 397,967 | $68,557,775 | 1.06% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 396,809 | $68,358,286 | 0.04% | Long | 2026-06-30 | |
| Schwab S&P 500 Index Fund | SWPPX | 372,399 | $64,343,099 | 0.04% | Long | 2026-07-31 | |
| iShares Russell 1000 Value ETF | IWD | 367,648 | $63,334,721 | 0.08% | Long | 2026-06-30 | |
| Invesco Diversified Dividend Fund | — | 350,196 | $60,506,865 | 0.57% | Long | 2026-07-31 | |
| iShares Core Dividend Growth ETF | DGRO | 344,621 | $59,543,616 | 0.14% | Long | 2026-07-31 | |
| THE HARTFORD EQUITY INCOME FUND | — | 316,144 | $54,623,360 | 1.11% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 318,114 | $52,848,279 | 0.04% | Long | 2026-08-31 | |
| Carillon Scout Mid Cap Fund | — | 305,578 | $52,641,922 | 1.23% | Long | 2026-06-30 | |
| PGIM Jennison Utility Fund | — | 310,673 | $51,612,105 | 1.71% | Long | 2026-08-31 | |
| First Trust North American Energy Infrastructure Fund | EMLP | 288,195 | $49,794,332 | 1.21% | Long | 2026-07-31 | |
| THE HARTFORD BALANCED INCOME FUND | — | 284,983 | $49,239,363 | 0.44% | Long | 2026-07-31 | |
| iShares S&P 500 Value ETF | IVE | 273,230 | $47,069,332 | 0.10% | Long | 2026-06-30 | |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF | KNG | 272,107 | $47,014,647 | 1.33% | Long | 2026-07-31 | |
| MFS Utilities Fund | — | 262,017 | $45,271,297 | 1.73% | Long | 2026-07-31 | |
| Capital Group Dividend Growers ETF | CGDG | 269,882 | $44,835,497 | 0.79% | Long | 2026-08-31 | |
| College Retirement Equities Fund - Responsible Balanced Account | — | 258,306 | $44,498,375 | 0.21% | Long | 2026-06-30 |