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How to find index funds that contain specific stock?

Personal Finance & Money Asked on February 4, 2021

Is there a process that would let you look for index funds that contain specific stock.

Like, find index funds that contain Alphabet NASDAQ: GOOGL.

I know how to do it manually – you just go to each individual index fund and look under portfolio, but the process is slow and tedious, so I am hoping that there is a ‘better way’

2 Answers

Copied from the comment by @BobBaerker, so some poor sap wouldn't have to experience my last few days...

There is an online system that allows doing just that

One can look for overlaps in funds and also find funds with specific stock

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Answered by Matas Vaitkevicius on February 4, 2021

Many of the online tools will allow you to look at the financial details of the company. They typically have a section/tab that list the largest investors. This includes people, investment companies and mutual funds.

for example:

https://finance.yahoo.com/quote/GOOG/holders?p=GOOG

Top Mutual Fund Holders

Holder                                    Shares      Date Reported   % Out   Value  
Vanguard Total Stock Market Index Fund    8,222,028   Jun 29, 2019    2.41%   8,887,272,285
Vanguard 500 Index Fund                   6,032,827   Jun 29, 2019    1.77%   6,520,943,032
Growth Fund Of America Inc                3,494,307   Sep 29, 2019    1.02%   4,259,560,233
SPDR S&P 500 ETF Trust                    3,359,630   Nov 29, 2019    0.99%   4,384,182,764

Answered by mhoran_psprep on February 4, 2021

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