Skip to main content
Equibles
SWX logo

SWX · Southwest Gas Holdings, Inc. · Held by Funds

Track SWX — free

Use SWX with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research SWX.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$86.11 -0.79 (-0.91%) At close · Sep 11
S&P 400 member Russell 2000 member Rebalance outlook locked
Market Cap
$6.24B
Shares
72.45M

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.

Funds holding SWX

452 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 2,205,220 $195,558,910 0.16%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,181,786 $193,480,782 0.01%
iShares Russell 2000 ETF 1,896,978 $168,224,009 0.20%
VANGUARD SMALL-CAP INDEX FUND 1,576,766 $139,827,609 0.07%
iShares Select Dividend ETF 1,254,814 $118,015,257 0.52%
VANGUARD SMALL-CAP VALUE INDEX FUND 998,732 $88,567,554 0.13%
VIP Mid Cap Portfolio 899,900 $79,803,132 0.84%
Fidelity Small Cap Value Fund 788,473 $74,155,886 1.45%
VANGUARD EXTENDED MARKET INDEX FUND 738,086 $65,453,466 0.07%
Fidelity Stock Selector Small Cap Fund 689,031 $64,803,366 0.94%
Fidelity Small Cap Index Fund 679,740 $63,929,547 0.20%
iShares Russell 2000 Value ETF 694,862 $61,620,362 0.42%
Undiscovered Managers Behavioral Value Fund 649,750 $57,619,830 0.64%
T. Rowe Price Small-Cap Value Fund, Inc. 608,493 $53,961,159 0.51%
The Gabelli Utilities Fund 597,000 $52,941,960 3.01%
Fidelity Series Small Cap Opportunities Fund 550,313 $51,756,938 1.03%
State Street SPDR S&P MidCap 400SM ETF Trust 495,612 $43,950,872 0.16%
Nomura Small Cap Value Fund 473,115 $40,787,244 1.17%
VANGUARD UTILITIES INDEX FUND 427,074 $36,818,050 0.35%
SmallCap Fund 372,700 $35,052,435 1.67%
1290 VT GAMCO Small Company Value Portfolio 391,000 $34,673,880 0.77%
First Trust Value Line Dividend Index Fund 353,956 $31,388,818 0.39%
VANGUARD RUSSELL 2000 INDEX FUND 353,187 $30,448,251 0.17%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 326,051 $28,914,203 0.16%
Fidelity Extended Market Index Fund 332,400 $28,656,204 0.07%
iShares S&P Mid-Cap 400 Value ETF 322,706 $28,617,568 0.33%
Fidelity Enhanced Small Cap Core ETF 310,304 $27,517,759 0.48%
U.S. SMALL CAP PORTFOLIO 283,813 $26,692,613 0.14%
Schwab U.S. Small-Cap ETF 309,134 $26,650,442 0.12%
Fidelity Advisor Small Cap Fund 307,300 $26,492,333 1.12%
Fidelity Equity-Income Fund 276,068 $25,964,195 0.23%
Neuberger Equity Income Fund 300,901 $25,940,675 2.52%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 267,602 $25,167,968 0.03%
MFS New Discovery Value Fund 271,959 $23,445,585 0.94%
Nomura VIP Small Cap Value Series 247,650 $21,961,602 1.17%
VIP Equity-Income Portfolio 246,142 $21,827,873 0.30%
BlackRock Advantage Small Cap Core Fund 248,784 $21,447,669 0.41%
Dimensional U.S. Small Cap ETF 225,813 $21,237,713 0.15%
WisdomTree U.S. Midcap Dividend Fund 221,344 $19,628,786 0.50%
College Retirement Equities Fund - Total Global Stock Account 219,902 $19,500,909 0.01%
Fidelity Advisor Mid Cap II Fund 217,700 $19,305,636 0.84%
AMG River Road Small Cap Value Fund 185,202 $17,418,248 1.60%
Schwab Fundamental U.S. Small Company ETF 167,039 $14,400,432 0.16%
Schwab Small-Cap Index Fund 150,788 $14,181,611 0.20%
Strategic Advisers U.S. Total Stock Fund 161,054 $13,884,465 0.01%
Bridge Builder Small/Mid Cap Value Fund 156,310 $13,861,571 0.13%
Invesco Building & Construction ETF 143,696 $13,514,609 2.96%
Tortoise North American Pipeline ETF 149,007 $12,845,893 1.53%
VictoryShares US Small Mid Cap Value Momentum ETF 136,270 $12,084,424 0.69%
Master Small Cap Index Series 136,244 $12,082,118 0.20%
Showing 1–50 of 452 positions
Key facts CIK 1692115 CUSIP 844895102 13F (30d) 110 filings 109 filers Visit website Investor relations