As of the latest SEC filings, SIRIUS XM HOLDINGS INC. (SIRI) is held by 290 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $135,657,385.24 in market value, representing 0.01% of its portfolio.
Funds holding SIRIUS XM HOLDINGS INC. (SIRI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SIRI
- CIK:
- 0000908937
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $135,657,385.24 | 5,877,703 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $97,986,047.68 | 4,245,496 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.10% | $62,398,141.72 | 2,703,559 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.29% | $53,773,425.36 | 1,996,044 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $48,195,055.92 | 2,088,174 | Mar 31, 2026 | May 28, 2026 |
|
UFO
Procure Space ETF
|
ETF | Independent / Boutique | 5.05% | $37,812,121.92 | 1,403,568 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.47% | $35,568,262.38 | 1,320,277 | Apr 30, 2026 | Jun 29, 2026 |
|
OMAH
Vistashares Target 15 Berkshire Select Income ETF
|
ETF | Independent / Boutique | 4.32% | $32,304,077.28 | 1,199,112 | Apr 30, 2026 | Jun 25, 2026 |
|
DON
WisdomTree U.S. Midcap Dividend Fund
|
ETF | WisdomTree | 0.70% | $25,874,434.08 | 1,121,076 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $21,963,469.68 | 1,000,158 | Feb 28, 2026 | Apr 24, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.02% | $20,144,681.34 | 747,761 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.04% | $18,941,002.14 | 703,081 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $16,726,560.68 | 724,721 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $16,586,796.36 | 615,694 | Apr 30, 2026 | Jun 24, 2026 |
|
VTCAX
VANGUARD COMMUNICATION SERVICES INDEX FUND
|
ETF | Vanguard | 0.26% | $16,180,479.36 | 736,816 | Feb 28, 2026 | Apr 28, 2026 |
|
WPVIX
Multi Cap Equity Fund
|
MF | Independent / Boutique | 3.15% | $15,002,000.00 | 650,000 | Mar 31, 2026 | May 28, 2026 |
|
WPOPX
Partners III Opportunity Fund
|
MF | Independent / Boutique | 4.63% | $14,540,400.00 | 630,000 | Mar 31, 2026 | May 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $14,150,181.12 | 525,248 | Apr 30, 2026 | Jun 29, 2026 |
|
SCHM
Schwab U.S. Mid-Cap ETF
|
ETF | Charles Schwab | 0.08% | $11,205,046.08 | 510,248 | Feb 28, 2026 | Apr 24, 2026 |
|
SYLD
Cambria Shareholder Yield ETF
|
ETF | Independent / Boutique | 1.11% | $10,682,976.18 | 396,547 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Transamerica Mid Cap Value Opportunities
|
ETF | Transamerica | 1.27% | $10,286,473.26 | 381,829 | Apr 30, 2026 | Jun 18, 2026 |
|
FDL
First Trust Morningstar Dividend Leaders Index Fund
|
ETF | First Trust | 0.14% | $10,191,504.84 | 441,573 | Mar 31, 2026 | May 28, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $9,978,776.48 | 432,356 | Mar 31, 2026 | May 22, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $8,547,199.92 | 317,268 | Apr 30, 2026 | Jun 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.01% | $7,763,760.36 | 353,541 | Feb 28, 2026 | Apr 24, 2026 |
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