EFX · Equifax Inc · 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 EFX by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 20.47% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 4.62% | 5,404,973 |
| Index ETFs | 15.86% | 18,553,902 |
| Active ETFs | 0.66% | 775,358 |
| Active funds | 16.77% | 19,629,385 |
| Unclassified | 3.57% | 4,174,180 |
| All registered funds | 41.48% | 48,537,798 |
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 EFX
684 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Growth Fund of America | — | 4,752,922 | $899,062,726 | 0.25% | Long | 2026-08-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 3,780,734 | $600,078,100 | 0.03% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 3,084,919 | $489,638,344 | 0.03% | Long | 2026-06-30 | |
| MFS Value Fund | — | 2,571,711 | $486,464,853 | 1.05% | Long | 2026-08-31 | |
| VANGUARD MID-CAP INDEX FUND | — | 2,580,011 | $409,499,346 | 0.18% | Long | 2026-06-30 | |
| Oakmark Fund | — | 2,180,000 | $346,009,600 | 1.44% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 1,545,662 | $292,377,424 | 0.03% | Long | 2026-08-31 | |
| iShares Core S&P 500 ETF | IVV | 1,637,591 | $259,918,444 | 0.03% | Long | 2026-06-30 | |
| VANGUARD WINDSOR II FUND | — | 1,495,300 | $258,118,686 | 0.39% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 1,443,042 | $229,039,626 | 0.03% | Long | 2026-06-30 | |
| Oakmark Select Fund | — | 1,414,000 | $224,430,080 | 2.70% | Long | 2026-06-30 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 1,122,164 | $193,707,950 | 0.20% | Long | 2026-07-31 | |
| Washington Mutual Investors Fund | — | 1,071,846 | $185,022,057 | 0.08% | Long | 2026-07-31 | |
| VANGUARD VALUE INDEX FUND | — | 1,132,277 | $179,715,005 | 0.07% | Long | 2026-06-30 | |
| VANGUARD MID-CAP GROWTH INDEX FUND | — | 912,228 | $144,788,828 | 0.42% | Long | 2026-06-30 | |
| New Perspective Fund | — | 727,966 | $115,542,764 | 0.07% | Long | 2026-06-30 | |
| State Street(R) Industrial Select Sector SPDR(R) ETF | XLI | 701,740 | $111,380,173 | 0.33% | Long | 2026-06-30 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 646,102 | $102,549,309 | 0.03% | Long | 2026-06-30 | |
| Calvert Equity Fund | — | 628,612 | $99,773,297 | 2.98% | Long | 2026-06-30 | |
| Disciplined Value Mid Cap Fund | — | 536,968 | $85,227,561 | 0.37% | Long | 2026-06-30 | |
| Bridge Builder Large Cap Growth Fund | BBGLX | 528,982 | $83,960,023 | 0.28% | Long | 2026-06-30 | |
| Fidelity Mid Cap Index Fund | FSMDX | 449,085 | $77,521,053 | 0.15% | Long | 2026-07-31 | |
| iShares Russell Mid-Cap ETF | IWR | 486,725 | $77,252,992 | 0.14% | Long | 2026-06-30 | |
| T. Rowe Price Value Fund, Inc. | — | 473,421 | $75,141,381 | 0.22% | Long | 2026-06-30 | |
| Brown Advisory Sustainable Growth Fund | — | 470,013 | $74,600,463 | 1.74% | Long | 2026-06-30 | |
| American Funds Fundamental Investors | — | 459,095 | $72,867,558 | 0.04% | Long | 2026-06-30 | |
| Pacer US Cash Cows 100 ETF | COWZ | 369,317 | $63,751,501 | 0.34% | Long | 2026-07-31 | |
| Growth Fund | — | 381,825 | $60,603,264 | 0.11% | Long | 2026-06-30 | |
| Schwab U.S. Large-Cap Growth ETF | SCHG | 289,580 | $54,776,953 | 0.09% | Long | 2026-08-31 | |
| Oakmark Equity and Income Fund | — | 304,400 | $48,314,368 | 0.83% | Long | 2026-06-30 | |
| Schwab S&P 500 Index Fund | SWPPX | 267,468 | $46,170,326 | 0.03% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 283,916 | $45,063,148 | 0.03% | Long | 2026-06-30 | |
| Virtus KAR Mid-Cap Core Fund | — | 278,933 | $44,272,246 | 2.52% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 227,594 | $43,051,681 | 0.03% | Long | 2026-08-31 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | FCTDX | 224,859 | $42,534,328 | 0.02% | Long | 2026-08-31 | |
| iShares Russell 1000 Value ETF | IWD | 261,420 | $41,492,582 | 0.05% | Long | 2026-06-30 | |
| AQR Long-Short Equity Fund | — | 260,934 | $41,415,444 | 0.53% | Long | 2026-06-30 | |
| Neuberger Long Short Fund | — | 231,617 | $39,981,727 | 0.54% | Long | 2026-07-31 | |
| Brown Advisory Global Leaders Fund | — | 251,756 | $39,958,712 | 1.79% | Long | 2026-06-30 | |
| The Jensen Quality Growth Fund Inc | — | 204,000 | $38,588,640 | 1.39% | Long | 2026-08-31 | |
| Nomura Large Cap Growth Fund | — | 232,972 | $36,977,316 | 0.59% | Long | 2026-06-30 | |
| Column Mid Cap Select Fund | CFMSX | 187,812 | $35,526,518 | 1.08% | Long | 2026-08-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 185,610 | $35,109,988 | 0.03% | Long | 2026-08-31 | |
| Dimensional U.S. Core Equity 2 ETF | DFAC | 187,558 | $32,376,262 | 0.07% | Long | 2026-07-31 | |
| Global X Artificial Intelligence & Technology ETF | AIQ | 165,309 | $31,269,850 | 0.31% | Long | 2026-08-31 | |
| iShares S&P 500 Value ETF | IVE | 195,755 | $31,070,234 | 0.07% | Long | 2026-06-30 | |
| THE U.S. LARGE CAP VALUE SERIES | — | 174,565 | $30,133,410 | 0.10% | Long | 2026-07-31 | |
| iShares Russell Mid-Cap Value ETF | IWS | 182,284 | $28,932,116 | 0.18% | Long | 2026-06-30 | |
| VANGUARD INDUSTRIALS INDEX FUND | — | 148,375 | $28,066,615 | 0.33% | Long | 2026-08-31 | |
| Fidelity Growth and Income Portfolio | — | 153,900 | $26,566,218 | 0.18% | Long | 2026-07-31 |