Eq/Equity 500 Index

13F holders, Q2 2025 (June 30)
1holders
1new positions
0sold out
$137.69avg. 13F price*

At the end of Q2 2025, 1 institutions reported holding Eq/Equity 500 Index in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($2.3M).

Company
Eq/Equity 500 Index
CUSIP
29452T660
Latest filing quarter
Q1 2026

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q4 2024 → Q2 2025

InstitutionsTotal Value
New Positions1$2.3M
Exits0$0

All 13F filers, Q4 2024 → Q2 2025: 16,864 shares bought, net +16,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Jackson Wealth Management, LLC 0.25% New 16,864 $2.3M

"% of holder's portfolio" is EQ/EQUITY 500 INDEX's weight in each manager's 13F, not the share of Eq/Equity 500 Index the manager owns.