Institutional Ownership
Schwab S&P 500 Index
CUSIP 808509855MFSSWPPXQ1 2026
Institutional Holders
22
13F filers
Shares Held
1.60M
Aggregate institutional
Institutional Value
$20.56M
Q1 2026
Net New Holders
-3
2 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased4
Decreased7
Sold out5
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dumont & Blake Investment Advisors LLC | 561.3K | $9.41M | +620 | Added |
| 2 | Ethos Financial Group, LLC | 162.8K | $2.73M | +438 | Added |
| 3 | North Star Asset Management Inc | 71.5K | $1.20M | +8.1K | Added |
| 4 | Carret Asset Management, LLC | 49.0K | $821.7K | 0 | Held |
| 5 | Staley Capital Advisers Inc | 47.9K | $803.7K | 0 | Held |
| 6 | Williams Jones Wealth Management, LLC. | 42.2K | $707.3K | −48.7K | Reduced |
| 7 | Edgar Lomax Co/Va | 41.6K | $697.6K | −6.7K | Reduced |
| 8 | Coastwise Capital Group, LLC | 37.4K | $627.1K | −107 | Reduced |
| 9 | Fulton Bank, N.A. | 35.5K | $595.1K | +15.0K | Added |
| 10 | Fortune Financial Group, Inc. | 34.0K | $570.0K | −1.5K | Reduced |
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