As of the latest SEC filings, Symbotic Inc. (SYM) is held by 157 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $111,965,039.20 in market value, representing 0.01% of its portfolio.
Funds holding Symbotic Inc. (SYM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SYM
- CIK:
- 0001837240
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $111,965,039.20 | 2,104,606 | Mar 31, 2026 | May 28, 2026 |
|
VIGRX
VANGUARD GROWTH INDEX FUND
|
ETF | Vanguard | 0.02% | $79,028,706.40 | 1,485,502 | Mar 31, 2026 | May 28, 2026 |
|
BOTZ
Global X Robotics & Artificial Intelligence ETF
|
ETF | Independent / Boutique | 1.97% | $69,548,414.10 | 1,269,595 | Feb 28, 2026 | Apr 29, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.03% | $42,999,751.20 | 808,266 | Mar 31, 2026 | May 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $40,500,096.00 | 761,280 | Mar 31, 2026 | May 28, 2026 |
|
ARKQ
ARK Autonomous Technology & Robotics ETF
|
ETF | Independent / Boutique | 1.89% | $39,704,443.80 | 671,818 | Apr 30, 2026 | Jun 23, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $38,002,622.00 | 714,335 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $35,077,100.80 | 659,344 | Mar 31, 2026 | May 28, 2026 |
|
ROBO
ROBO Global Robotics and Automation Index ETF
|
ETF | Independent / Boutique | 1.65% | $29,191,972.20 | 493,942 | Apr 30, 2026 | Jun 26, 2026 |
|
FKDNX
Franklin Dynatech Fund
|
MF | Franklin Templeton | 0.11% | $26,600,000.00 | 500,000 | Mar 31, 2026 | May 27, 2026 |
|
SGRAX
Allspring Growth Fund
|
MF | Allspring | 0.74% | $23,146,455.90 | 391,649 | Apr 30, 2026 | Jun 24, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.06% | $22,603,616.00 | 424,880 | Mar 31, 2026 | May 28, 2026 |
|
-
Morgan Stanley Discovery Portfolio
|
ETF | Independent / Boutique | 1.69% | $18,957,873.20 | 356,351 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $15,973,738.44 | 291,598 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.07% | $14,712,374.16 | 268,572 | Feb 28, 2026 | Apr 24, 2026 |
|
JTEK
JPMorgan U.S. Tech Leaders ETF
|
ETF | JPMorgan | 0.47% | $14,401,452.80 | 270,704 | Mar 31, 2026 | May 29, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.05% | $13,363,308.00 | 251,190 | Mar 31, 2026 | May 28, 2026 |
|
MPEGX
Discovery Portfolio
|
MF | Morgan Stanley | 1.71% | $12,709,373.60 | 238,898 | Mar 31, 2026 | May 28, 2026 |
|
EKJAX
Allspring Premier Large Company Growth Fund
|
MF | Allspring | 0.84% | $11,381,359.80 | 192,578 | Apr 30, 2026 | Jun 24, 2026 |
|
ROBT
First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
ETF | First Trust | 1.52% | $9,302,658.40 | 174,862 | Mar 31, 2026 | May 21, 2026 |
|
FLCNX
Fidelity Contrafund K6
|
MF | Fidelity | 0.03% | $9,284,198.00 | 174,515 | Mar 31, 2026 | May 26, 2026 |
|
HRNOX
Hood River New Opportunities Fund
|
MF | Independent / Boutique | 1.34% | $8,847,958.00 | 166,315 | Mar 31, 2026 | May 29, 2026 |
|
-
VIP Contrafund Portfolio
|
ETF | Independent / Boutique | 0.03% | $8,341,760.00 | 156,800 | Mar 31, 2026 | May 26, 2026 |
|
BGLKX
Baillie Gifford Long Term Global Growth Fund
|
MF | Independent / Boutique | 1.46% | $7,611,430.40 | 143,072 | Mar 31, 2026 | May 21, 2026 |
|
SFLO
VictoryShares Small Cap Free Cash Flow ETF
|
ETF | Independent / Boutique | 1.45% | $7,168,966.00 | 134,755 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)