As of the latest SEC filings, Xerox Holdings Corp (XRX) is held by 238 institutional funds. The largest fund shareholder is TCW METWEST TOTAL RETURN BOND FUND (MWTRX), holding an estimated $7,749,643.04 in market value, representing 0.03% of its portfolio.
Funds holding Xerox Holdings Corp (XRX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- XRX
- CIK:
- 0001770450
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MWTRX
TCW METWEST TOTAL RETURN BOND FUND
|
MF | Independent / Boutique | 0.03% | $7,749,643.04 | 10,876,692 | Mar 31, 2026 | May 27, 2026 |
|
BSIKX
BlackRock Strategic Income Opportunities Portfolio
|
MF | BlackRock / iShares | 0.02% | $7,077,540.95 | 11,234,192 | Mar 31, 2026 | May 28, 2026 |
|
TSIAX
Thornburg Strategic Income Fund
|
MF | Independent / Boutique | 0.05% | $5,450,759.75 | 8,652,000 | Mar 31, 2026 | May 26, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.00% | $5,396,547.60 | 2,998,082 | Feb 28, 2026 | Apr 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,616,535.90 | 3,578,710 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $4,093,505.40 | 3,173,260 | Mar 31, 2026 | May 28, 2026 |
|
KOMP
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF
|
ETF | State Street (SPDR) | 0.17% | $4,038,486.90 | 3,130,610 | Mar 31, 2026 | May 28, 2026 |
|
TIBIX
Thornburg Investment Income Builder Fund
|
MF | Independent / Boutique | 0.02% | $3,633,839.84 | 5,768,000 | Mar 31, 2026 | May 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,225,111.75 | 1,433,383 | Apr 30, 2026 | Jun 24, 2026 |
|
FNDX
Schwab Fundamental U.S. Large Company ETF
|
ETF | Charles Schwab | 0.01% | $2,961,271.80 | 1,645,151 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $2,746,694.25 | 1,220,753 | Apr 30, 2026 | Jun 24, 2026 |
|
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.07% | $2,694,613.50 | 1,197,606 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,672,084.25 | 1,187,593 | Apr 30, 2026 | Jun 26, 2026 |
|
MKLOX
BlackRock Global Allocation Fund, Inc.
|
MF | BlackRock / iShares | 0.02% | $2,655,579.52 | 3,740,253 | Apr 30, 2026 | Jun 26, 2026 |
|
FLXR
TCW Flexible Income ETF
|
ETF | Independent / Boutique | 0.08% | $2,433,899.10 | 3,415,999 | Apr 30, 2026 | Jun 25, 2026 |
|
GIFCX
Guggenheim Floating Rate Strategies Fund
|
MF | Guggenheim | 0.42% | $2,222,161.42 | 3,527,240 | Mar 31, 2026 | Jun 1, 2026 |
|
MWCRX
TCW METWEST UNCONSTRAINED BOND FUND
|
MF | Independent / Boutique | 0.08% | $2,185,769.17 | 3,067,746 | Mar 31, 2026 | May 27, 2026 |
|
JRJKX
JPMorgan High Yield Fund
|
MF | JPMorgan | 0.03% | $2,118,400.00 | 3,310,000 | Feb 28, 2026 | Apr 29, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,915,958.25 | 851,537 | Apr 30, 2026 | Jun 29, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.07% | $1,826,108.52 | 1,415,588 | Mar 31, 2026 | May 28, 2026 |
|
GOF
Guggenheim Strategic Opportunities Fund
|
CEF | Guggenheim | 0.08% | $1,823,679.29 | 2,559,550 | Feb 27, 2026 | Apr 29, 2026 |
|
BDMKX
BlackRock Credit Relative Value Fund
|
MF | BlackRock / iShares | 0.22% | $1,777,128.33 | 2,502,998 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,744,576.65 | 1,352,385 | Mar 31, 2026 | May 28, 2026 |
|
SFLNX
Schwab Fundamental U.S. Large Company Index Fund
|
MF | Charles Schwab | 0.01% | $1,735,915.50 | 771,518 | Apr 30, 2026 | Jun 25, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,494,900.00 | 830,500 | Feb 28, 2026 | Apr 24, 2026 |
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