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Funds Holding Xerox Holdings Corp

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Xerox Holdings Corp, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of XRX →
Funds holding
33
as of 2026-07-31
Reported value
$15M
summed across funds
Fund families
21
named trusts
Largest conviction
2.42%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Greater Western New York SeriesBULLFINCH FUND INC33.1K sh$97.5K2.42%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust1.2M sh$3.6M0.09%
LSV Global Value FundADVISORS' INNER CIRCLE FUND13.1K sh$38.6K0.03%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO111K sh$327.4K0.03%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust65.5K sh$193.2K0.03%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC69.4K sh$204.6K0.02%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST721.8K sh$2.1M0.02%
Federated Hermes MDT Balanced FundFederated Hermes MDT Series15.5K sh$45.6K0.01%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust17.3K sh$51.1K0.01%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST14.3K sh$42.2K0.01%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST299.6K sh$883.7K0.01%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds161K sh$474.9K0.01%
Fidelity Small Cap Index FundFidelity Salem Street Trust1.3M sh$3.9M0.01%
Global X Russell 2000 ETFGLOBAL X FUNDS58.1K sh$171.3K0.01%
ULTRA SMALL CAP PROFUNDProFunds1.6K sh$4.6K0.01%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust260.6K sh$768.7K0.01%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust45.1K sh$132.9K0.01%
Victory Extended Market Index FundVictory Portfolios III13K sh$38.4K0.00%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds18.8K sh$55.5K0.00%
SMALL-CAP PROFUNDProFunds103 sh$303.90.00%
SmallCap Value Fund IIPrincipal Funds, Inc8.8K sh$25.8K0.00%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust218.1K sh$643.5K0.00%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC36.3K sh$107K0.00%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC127.4K sh$375.9K0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III646 sh$1.9K0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds8.1K sh$23.9K0.00%
Nuveen Equity Index FundTIAA-CREF Funds101.1K sh$298.1K0.00%
Dimensional U.S. Small Cap ETFDimensional ETF Trust25.5K sh$75.4K0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust63.8K sh$188.3K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST71K sh$209.5K0.00%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.9K sh$11.6K0.00%
Dimensional US Small Cap Value ETFDimensional ETF Trust7.3K sh$21.6K0.00%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-62K sh-$182.9K-0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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