As of the latest SEC filings, Optimum Communications, Inc. (OPTU) is held by 157 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $10,884,281.20 in market value, representing a significant portion of its portfolio.
Funds holding Optimum Communications, Inc. (OPTU)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- OPTU
- CIK:
- 0001702780
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $10,884,281.20 | 8,372,524 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $8,374,776.80 | 6,442,136 | Mar 31, 2026 | May 28, 2026 |
|
FNDX
Schwab Fundamental U.S. Large Company ETF
|
ETF | Charles Schwab | 0.02% | $5,031,025.92 | 3,493,768 | Feb 28, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,041,771.14 | 2,558,083 | Apr 30, 2026 | Jun 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.00% | $3,859,811.80 | 2,969,086 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,809,504.40 | 2,930,388 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,487,482.40 | 1,913,448 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.00% | $2,467,661.30 | 1,898,201 | Mar 31, 2026 | May 28, 2026 |
|
SFLNX
Schwab Fundamental U.S. Large Company Index Fund
|
MF | Charles Schwab | 0.02% | $2,221,961.90 | 1,406,305 | Apr 30, 2026 | Jun 25, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,868,590.08 | 1,297,632 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,868,081.76 | 1,297,279 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,728,093.60 | 1,200,065 | Feb 28, 2026 | Apr 24, 2026 |
|
NECZX
Loomis Sayles Strategic Income Fund
|
MF | Independent / Boutique | 0.06% | $1,712,864.40 | 1,317,588 | Mar 31, 2026 | May 29, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.01% | $1,467,150.10 | 1,128,577 | Mar 31, 2026 | May 28, 2026 |
|
VTCAX
VANGUARD COMMUNICATION SERVICES INDEX FUND
|
ETF | Vanguard | 0.02% | $1,381,338.72 | 959,263 | Feb 28, 2026 | Apr 28, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.05% | $1,148,119.70 | 883,169 | Mar 31, 2026 | May 28, 2026 |
|
-
Apollo Diversified Credit Fund
|
CEF | Independent / Boutique | 0.06% | $960,013.60 | 738,472 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $913,668.18 | 578,271 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $778,739.34 | 492,873 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $736,284.96 | 511,309 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $653,849.82 | 413,829 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $588,857.10 | 452,967 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $549,390.24 | 381,521 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $536,139.82 | 339,329 | Apr 30, 2026 | Jun 24, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $455,014.30 | 350,011 | Mar 31, 2026 | May 28, 2026 |
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