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$84.58 +2.32 (+2.82%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$51.13B
Shares
604.52M
Volume · Nov 13 4.46M Avg daily vol (3M) 4.83M

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 XYZ by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 18.11% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.99% 24,144,403
Index ETFs 14.12% 85,357,054
Active ETFs 1.27% 7,672,756
Active funds 6.36% 38,439,844
Unclassified 3.90% 23,572,329
All registered funds 29.64% 179,186,386
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 XYZ

770 fund positions
Fund Balance Value % of Fund Open
Growth Fund of America 17,265,378 $1,416,106,304 0.40%
VANGUARD TOTAL STOCK MARKET INDEX FUND 16,993,231 $1,291,485,556 0.06%
VANGUARD 500 INDEX FUND 13,863,615 $1,053,634,740 0.06%
VANGUARD MID-CAP INDEX FUND 11,596,536 $881,336,736 0.39%
Fidelity 500 Index Fund 6,947,312 $569,818,530 0.07%
iShares Core S&P 500 ETF 7,361,662 $559,486,312 0.06%
T. Rowe Price Large-Cap Growth Fund 6,560,625 $498,607,500 2.43%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 6,486,098 $492,943,448 0.06%
VANGUARD GROWTH INDEX FUND 6,480,120 $492,489,120 0.13%
VANGUARD MID-CAP GROWTH INDEX FUND 4,100,141 $311,610,716 0.89%
State Street(R) Financial Select Sector SPDR(R) ETF 3,619,815 $275,105,940 0.54%
Invesco S&P 500 Equal Weight ETF 2,796,453 $227,183,842 0.24%
VANGUARD INSTITUTIONAL INDEX FUND 2,905,656 $220,829,856 0.06%
Growth Fund 2,701,637 $205,324,412 0.36%
Bridge Builder Large Cap Growth Fund 2,558,379 $194,436,804 0.64%
Columbia Seligman Technology and Information Fund 2,135,541 $175,157,073 0.61%
American Funds Fundamental Investors 2,200,000 $167,200,000 0.09%
iShares Russell Mid-Cap ETF 2,141,548 $162,757,648 0.29%
Columbia Contrarian Core Fund 1,983,263 $162,667,231 0.87%
Fidelity Mid Cap Index Fund 1,972,971 $160,284,164 0.31%
T. Rowe Price Mid-Cap Value Fund, Inc. 2,091,323 $158,940,548 0.97%
Capital Group Growth ETF 1,778,160 $145,844,683 0.58%
Loomis Sayles Growth Fund 1,806,924 $137,326,224 0.84%
ARK Innovation ETF 1,460,675 $118,665,237 2.13%
VANGUARD U.S. GROWTH FUND 1,418,182 $116,319,288 0.26%
Schwab U.S. Large-Cap Growth ETF 1,300,653 $106,679,559 0.17%
Strategic Advisers U.S. Total Stock Fund 1,194,475 $97,970,840 0.10%
Schwab S&P 500 Index Fund 1,198,066 $97,330,882 0.07%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 1,276,038 $96,978,888 0.06%
iShares Russell 1000 Value ETF 1,162,053 $88,316,028 0.11%
Fidelity Total Market Index Fund 1,021,817 $83,809,430 0.06%
ClearBridge Value Fund 1,000,000 $81,240,000 1.91%
Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund 1,056,466 $80,291,416 3.63%
Fidelity Series Total Market Index Fund 835,073 $68,492,687 0.06%
VANGUARD FINANCIALS INDEX FUND 829,386 $68,026,240 0.46%
iShares S&P 500 Value ETF 879,845 $66,868,220 0.14%
Capital Group U.S. Small and Mid Cap ETF 805,934 $66,102,707 1.78%
Global Opportunity Portfolio 836,913 $63,605,388 2.11%
iShares Russell Mid-Cap Value ETF 798,255 $60,667,380 0.39%
ARK Next Generation Internet ETF 713,169 $57,937,850 3.61%
Columbia Balanced Fund 686,999 $56,347,658 0.54%
T. Rowe Price U.S. Equity Research Fund 737,556 $56,054,256 0.30%
iShares Core S&P Total U.S. Stock Market ETF 692,155 $52,603,780 0.06%
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF 651,072 $49,481,472 0.14%
Bridge Builder Tax Managed Large Cap Fund 649,061 $49,328,636 0.59%
VANGUARD LARGE-CAP INDEX FUND 625,060 $47,504,560 0.06%
Schwab U.S. Large-Cap ETF 570,991 $46,832,682 0.06%
ARK Blockchain & Fintech Innovation ETF 572,373 $46,499,583 6.64%
S&P 500 Index Master Portfolio 495,598 $37,665,448 0.06%
Select Enterprise Technology Services Portfolio 445,051 $36,503,083 3.35%
Showing 1–50 of 770 positions
Key facts CIK 1512673 CUSIP 852234103 13F (30d) 897 filings 807 filers Visit website Investor relations