SYM · Symbotic Inc. · Held by Funds
Market Cap
$23.76B
Shares
604.80M
Volume · Oct 23
1.6M
Avg daily vol (3M)
1.67M
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 SYM by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 1.78% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 0.13% | 812,957 |
| Index ETFs | 1.64% | 9,941,283 |
| Active ETFs | 0.20% | 1,234,026 |
| Active funds | 0.64% | 3,843,735 |
| Unclassified | 0.05% | 300,157 |
| All registered funds | 2.67% | 16,132,158 |
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 SYM
175 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 2,095,696 | $94,201,535 | 0.00% | Long | 2026-06-30 | |
| VANGUARD GROWTH INDEX FUND | — | 2,001,754 | $89,978,842 | 0.02% | Long | 2026-06-30 | |
| Columbia Cornerstone Growth Fund | — | 1,268,641 | $54,614,995 | 0.85% | Long | 2026-07-31 | |
| Global X Robotics & Artificial Intelligence ETF | BOTZ | 948,192 | $44,019,814 | 1.18% | Long | 2026-05-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 757,013 | $34,027,734 | 0.02% | Long | 2026-06-30 | |
| VANGUARD MID-CAP INDEX FUND | — | 712,742 | $32,037,753 | 0.01% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 688,082 | $30,929,286 | 0.03% | Long | 2026-06-30 | |
| ROBO Global Robotics and Automation Index ETF | ROBO | 702,373 | $30,237,158 | 1.52% | Long | 2026-07-31 | |
| ARK Autonomous Technology & Robotics ETF | ARKQ | 663,602 | $28,568,066 | 1.54% | Long | 2026-07-31 | |
| Fidelity Contrafund | — | 470,259 | $21,138,142 | 0.01% | Long | 2026-06-30 | |
| Morgan Stanley Discovery Portfolio | — | 464,867 | $20,895,772 | 1.67% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 434,513 | $19,531,359 | 0.04% | Long | 2026-06-30 | |
| Columbia Variable Portfolio - Cornerstone Growth Fund | — | 409,707 | $18,416,330 | 0.66% | Long | 2026-06-30 | |
| JPMorgan U.S. Tech Leaders ETF | JTEK | 379,609 | $17,063,425 | 0.37% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 305,797 | $14,196,626 | 0.03% | Long | 2026-05-31 | |
| Discovery Portfolio | — | 300,777 | $13,519,926 | 1.69% | Long | 2026-06-30 | |
| Schwab U.S. Small-Cap ETF | SCHA | 284,974 | $13,229,918 | 0.06% | Long | 2026-05-31 | |
| VIP Contrafund Portfolio | — | 280,100 | $12,590,495 | 0.04% | Long | 2026-06-30 | |
| VANGUARD MID-CAP GROWTH INDEX FUND | — | 252,977 | $11,371,316 | 0.03% | Long | 2026-06-30 | |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | ROBT | 235,177 | $10,571,206 | 1.45% | Long | 2026-06-30 | |
| Bridge Builder Small/Mid Cap Growth Fund | BBGSX | 176,035 | $7,912,773 | 0.07% | Long | 2026-06-30 | |
| VictoryShares Small Cap Free Cash Flow ETF | SFLO | 171,820 | $7,723,309 | 1.27% | Long | 2026-06-30 | |
| Baillie Gifford Long Term Global Growth Fund | — | 143,072 | $7,611,430 | 1.46% | Long | 2026-03-31 | |
| Fidelity Advisor New Insights Fund | — | 143,600 | $6,454,820 | 0.02% | Long | 2026-06-30 | |
| Frontier Mid Cap Growth Portfolio | — | 126,964 | $5,707,032 | 0.53% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 112,410 | $5,218,634 | 0.00% | Long | 2026-05-31 | |
| Fidelity Contrafund K6 | FLCNX | 99,710 | $4,481,965 | 0.01% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | KOMP | 96,448 | $4,335,338 | 0.15% | Long | 2026-06-30 | |
| iShares U.S. Small-Cap Equity Factor ETF | SMLF | 97,941 | $4,216,360 | 0.10% | Long | 2026-07-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 90,580 | $4,205,177 | 0.00% | Long | 2026-05-31 | |
| Baillie Gifford Long Term Global Growth ETF | BGGG | 86,460 | $3,886,377 | 1.14% | Long | 2026-06-30 | |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | — | 83,320 | $3,745,234 | 0.08% | Long | 2026-06-30 | |
| MassMutual Mid Cap Growth Fund | — | 81,662 | $3,670,707 | 0.15% | Long | 2026-06-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 80,156 | $3,603,012 | 0.00% | Long | 2026-06-30 | |
| Fidelity Nasdaq Composite Index Fund | FNCMX | 76,531 | $3,552,952 | 0.01% | Long | 2026-05-31 | |
| Columbia Select Large Cap Growth Fund | — | 77,367 | $3,477,647 | 0.65% | Long | 2026-06-30 | |
| Fidelity Series Opportunistic Insights Fund | FVWSX | 76,200 | $3,425,190 | 0.02% | Long | 2026-06-30 | |
| Discovery Portfolio | — | 71,910 | $3,232,355 | 1.69% | Long | 2026-06-30 | |
| JNL/T. Rowe Price Mid-Cap Growth Fund | — | 69,174 | $3,109,371 | 0.07% | Long | 2026-06-30 | |
| Abacus FCF Leaders ETF | ABFL | 70,520 | $3,035,886 | 0.58% | Long | 2026-07-31 | |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | GSLC | 62,734 | $2,912,426 | 0.02% | Long | 2026-05-31 | |
| Allspring Growth Fund | — | 67,496 | $2,905,703 | 0.10% | Long | 2026-07-31 | |
| VANGUARD INDUSTRIALS INDEX FUND | — | 59,446 | $2,759,781 | 0.03% | Long | 2026-05-31 | |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | GSEW | 58,524 | $2,716,977 | 0.15% | Long | 2026-05-31 | |
| Moonvest ETF | MNVT | 62,576 | $2,693,897 | 3.91% | Long | 2026-07-31 | |
| Fidelity Disruptive Automation ETF | FBOT | 51,623 | $2,396,598 | 1.13% | Long | 2026-05-31 | |
| TCW Artificial Intelligence ETF | AIFD | 54,525 | $2,347,301 | 1.87% | Long | 2026-07-31 | |
| Bushido Capital US SMID Cap Equity ETF | RNIN | 51,834 | $2,231,454 | 1.22% | Long | 2026-07-31 | |
| Allspring Innovation Fund | — | 42,884 | $1,927,636 | 0.50% | Long | 2026-06-30 | |
| The Meet Kevin Power Pricing ETF | PP | 64,672 | $1,898,123 | 5.55% | Long | 2025-01-31 |
Showing 1–50 of 175 positions
Key facts
CIK
1837240
CUSIP
87151X101
13F (30d)
79 filings
76 filers
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