Current Market Value 139,003,893
Current Holdings 512
Most Recent File Date 2025-08-28
Total Filings on Record 21
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by INDEX - S&P 500(R) Equal Weight No Load Shares . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-28 2025-06-30 NPORT-P 512 139,004
2025-05-28 2025-03-31 NPORT-P 501 122,380
2025-03-03 2024-12-31 NPORT-P 504 130,825
2024-11-25 2024-09-30 NPORT-P 508 126,523
2024-08-28 2024-06-30 NPORT-P 506 118,510
2024-05-29 2024-03-31 NPORT-P 504 113,507
2024-02-29 2023-12-31 NPORT-P 504 105,349
2023-11-28 2023-09-30 NPORT-P 505 99,410
2023-08-28 2023-06-30 NPORT-P 505 104,084
2023-05-26 2023-03-31 NPORT-P 507 101,469
2023-03-09 2022-12-31 NPORT-P 504 97,881
2022-11-28 2022-09-30 NPORT-P 506 86,239
2022-08-29 2022-06-30 NPORT-P 506 87,861
2022-02-28 2021-12-31 NPORT-P 507 102,614
2021-11-22 2021-09-30 NPORT-P 508 89,641
2021-08-30 2021-06-30 NPORT-P 507 84,985
2021-05-27 2021-03-31 NPORT-P 507 70,180
2021-02-24 2020-12-31 NPORT-P 507 55,971
2020-11-27 2020-09-30 NPORT-P 508 45,454
2020-08-26 2020-06-30 NPORT-P 507 45,889
2020-05-28 2020-03-31 NPORT-P 505 39,565