DOSSIER · 13F Holders · Q1 2026

NEW S & P 500 INDEX

2 institutions still hold NEW S & P 500 INDEX as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 648815108·2 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$157K
visible holders
Holders
2
filers reporting
Concentration
100.00%
Financial Gravity Asset Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported NEW S & P 500 INDEX in Q1 2026. Financial Gravity Asset Management, Inc. leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Asset Management, Inc.
CIK 0001741736
$157K00.03%Q1 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$000.00%Q2 2026