500 Index
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$50.35avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding 500 Index in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($279K).
- Company
- 500 Index
- CUSIP
- 41014C325
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 28 shares sold, net −28 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.03% | Reduce -0.5% | 5,541 | $279K |
"% of holder's portfolio" is 500 INDEX's weight in each manager's 13F, not the share of 500 Index the manager owns.