Who owns Five Below (FIVE)?
269 US mutual funds and ETFs from 119 fund families reported a position in FIVE for the quarter ending 2026-06-30. Against their own report a quarter earlier, 104 raised shares, 38 opened a new position, 77 cut and 27 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 35.7% |
| Ishares Trust | 13 | 24.3% |
| Spdr Series Trust | 7 | 3.3% |
| Fidelity Covington Trust | 6 | 3.2% |
| Capitol Series Trust | 1 | 2.6% |
| American Funds Insurance Series | 3 | 2.1% |
Tracked managers holding FIVE
| Investor | Book weight |
|---|---|
| Francois Rochon · Giverny | 3.6% |
| Chris Bloomstran · Semper Augustus | 2.1% |
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about FIVE. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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