500 Index
13F holders, Q2 2025 (June 30)1holders
1new positions
0sold out
$52.88avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding 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 ($293K).
- Company
- 500 Index
- CUSIP
- 41014C325
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $293K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q2 2025: 5,541 shares bought, net +5,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.03% | New | 5,541 | $293K |
"% of holder's portfolio" is 500 INDEX's weight in each manager's 13F, not the share of 500 Index the manager owns.