Fund shareholders of SELECTQUOTE INC
ISIN US8163073005 · United States · LEI 549300BV28BWDIN9SP24
- Fund shareholders
- 58
- Of which ETFs
- 12 46 other funds
- Value held
- 10.7M $
- Share of capital
- 6.8 % of 176.6M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,268,452 | 3.6M $ | 0.00 % | 2.42 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,689,906 | 1.4M $ | 0.00 % | 0.96 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 803,709 | 803.7K $ | 0.00 % | 0.46 % | as of May 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 740,051 | 622.5K $ | 0.01 % | 0.42 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 725,443 | 725.4K $ | 0.00 % | 0.41 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 677,158 | 677.2K $ | 0.00 % | 0.38 % | as of May 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 554,813 | 554.8K $ | 0.01 % | 0.31 % | as of May 29, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 262,529 | 196.1K $ | 0.00 % | 0.15 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 262,080 | 262.1K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 240,948 | 240.9K $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 226,072 | 226.1K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 218,730 | 184K $ | 0.00 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 172,883 | 129.1K $ | 0.00 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 125,000 | 93.4K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 100,000 | 84.1K $ | 0.06 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 95,624 | 95.6K $ | 0.01 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 83,731 | 70.4K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 74,846 | 55.9K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 70,608 | 70.6K $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 68,168 | 57.3K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 57,917 | 48.7K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 55,887 | 55.9K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 55,549 | 41.5K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 52,368 | 39.1K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 49,724 | 49.7K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 43,304 | 36.4K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 29,777 | 29.8K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 28,700 | 28.7K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 22,634 | 16.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 21,053 | 17.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 20,060 | 16.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 18,889 | 15.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 15,867 | 11.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 15,750 | 13.2K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,081 | 12.1K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 11,528 | 9.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 11,152 | 9.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Spectrum Fund Meeder Funds | 10,853 | 9.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 10,340 | 8.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,877 | 8.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 9,833 | 8.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 9,159 | 9.2K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 7,948 | 6.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 6,608 | 6.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 5,587 | 4.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 5,368 | 4.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 5,225 | 5.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 5,168 | 5.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,617 | 3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 3,276 | 3.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,079 | 2.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 2,085 | 1.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 785 | 586.4 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 647 | 544.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 567 | 476.9 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 411 | 411 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 131 | 131 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 40 | 40 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 0.01 % | as of May 29, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.01 % | as of May 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 0.00 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 58 | -59 | 12,083,595 | -42.7 % |
| 2026Q2 | 117 | -27 | 21,079,113 | -9.2 % |
| 2026Q1 | 144 | -9 | 23,226,640 | -5.0 % |
| 2025Q4 | 153 | +5 | 24,437,041 | -3.0 % |
| 2025Q3 | 148 | +13 | 25,187,895 | +7.4 % |
| 2025Q2 | 135 | +18 | 23,442,086 | +12.6 % |
| 2025Q1 | 117 | +2 | 20,811,006 | -1.3 % |
| 2024Q4 | 115 | +8 | 21,076,420 | +1.8 % |
| 2024Q3 | 107 | +8 | 20,701,758 | +2.7 % |
| 2024Q2 | 99 | -1 | 20,150,067 | -0.8 % |
| 2024Q1 | 100 | -7 | 20,309,629 | +2.5 % |
| 2023Q4 | 107 | 19,806,668 |
Institutional managers
142 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 10,713,420 | 6.7M $ | as of Mar 31, 2026 |
| ABRAMS BISON INVESTMENTS, LLC | 7,910,794 | 5M $ | as of Mar 31, 2026 |
| Mariner, LLC | 6,486,665 | 4.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,484,407 | 2.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,993,338 | 1.9M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 2,287,226 | 1.4M $ | as of Mar 31, 2026 |
| Occam Crest Management LP | 2,000,000 | 1.3M $ | as of Mar 31, 2026 |
| Diametric Capital, LP | 1,951,089 | 1.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,522,722 | 958.3K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,221,517 | 768.9K $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 1,201,210 | 756.2K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,152,625 | 725.6K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,068,497 | 672.6K $ | as of Mar 31, 2026 |
| TriaGen Wealth Management LLC | 1,055,500 | 664.4K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 1,021,239 | 642.9K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 996,097 | 627K $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 981,279 | 617.7K $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 870,687 | 548.1K $ | as of Mar 31, 2026 |
| FMR LLC | 796,906 | 501.7K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 784,600 | 481.4K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 711,568 | 447.9K $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 624,812 | 393.3K $ | as of Mar 31, 2026 |
| Creative Planning | 591,589 | 372.4K $ | as of Mar 31, 2026 |
| GatePass Capital, LLC | 526,700 | 331.6K $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 515,026 | 324 $ | as of Mar 31, 2026 |
Declared shareholders of SELECTQUOTE INC
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 1.20 % | 2,104,967 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of SELECTQUOTE INC". https://titelia.com/en/stocks/selectquote-inc-US8163073005