NWL - Netwealth Group Limited Aktier - Aktiekurs, institutionellt ägande, aktieägare (ASX)

Netwealth Group Limited
AU ˙ ASX ˙ AU000000NWL7
31,89 AUD ↑0,51 (1,63%)
2025-09-10
DELAT PRIS
Grundläggande statistik
Institutionella ägare 81 total, 81 long only, 0 short only, 0 long/short - change of 1,25% MRQ
Aktiepris 31,89
Genomsnittlig portföljallokering 0.1207 % - change of −30,44% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 11 088 026 - 4,53% (ex 13D/G) - change of 0,61MM shares 5,78% MRQ
Institutionellt värde (lång) $ 220 257 USD ($1000)
Institutionellt ägande och aktieägare

Netwealth Group Limited (AU:NWL) har 81 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 11,088,026 aktier. Största aktieägare inkluderar SMCWX - SMALLCAP WORLD FUND INC Class A, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, IEFA - iShares Core MSCI EAFE ETF, DFIEX - International Core Equity Portfolio - Institutional Class, QCSTRX - Stock Account Class R1, SCZ - iShares MSCI EAFE Small-Cap ETF, OWSMX - Old Westbury Small & Mid Cap Strategies Fund, VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares, and VINEX - Vanguard International Explorer Fund Investor Shares .

Netwealth Group Limited (ASX:NWL) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 10, 2025 is 31,89 / share. Previously, on October 30, 2024, the share price was 27,38 / share. This represents an increase of 16,47% over that period.

AU:NWL / Netwealth Group Limited Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-06-30 NP VPACX - Vanguard Pacific Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 100 877 −1,53 1 812 −8,48
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 57 608 15,69 1 033 5,41
2025-06-26 NP TAISX - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 212 228 −4,62 3 813 −11,35
2025-05-23 NP BICKX - Baillie Gifford International Smaller Companies Fund Class K 15 976 −9,66 260 −17,25
2025-07-25 NP DEEF - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 337 7
2025-06-25 NP NTKLX - Voya Multi-Manager International Small Cap Fund Class A 16 889 −38,73 303 −43,05
2025-08-26 NP EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 13 721 2,70 303 42,25
2025-03-26 NP Dfa Investment Trust Co - The Asia Pacific Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 988 −94,73 425 −94,35
2025-08-26 NP IGRO - iShares International Dividend Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 892 6,27 241 44,58
2025-08-15 NP MBEQX - M International Equity Fund 1 533 −43,35 34 −20,93
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 22 927 90,85 507 159,49
2025-08-20 NP WAIGX - Wasatch International Growth Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 177 474 −33,57 3 925 −9,56
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 203 170 13,00 3 650 5,04
2025-08-27 NP JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 7 224 0,00 160 37,93
2025-06-30 NP VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 176 161 3 165
2025-06-27 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36 369 0,00 653 −7,11
2025-08-28 NP SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 200 052 2,74 4 404 42,12
2025-06-26 NP TWAAX - Thrivent International Allocation Fund Class A 6 498 −67,27 117 −69,71
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 352 −98,16 6 −98,37
2025-07-29 NP VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 466 0,00 299 9,16
2025-06-26 NP FSISX - Fidelity SAI International Small Cap Index Fund 33 988 −3,22 611 −10,03
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4 734 0,00 105 36,84
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 321 617 6,64 5 779 −0,87
2025-06-26 NP SCZ - iShares MSCI EAFE Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 388 948 1,58 6 988 −5,58
2025-08-29 NP DIM - WisdomTree International MidCap Dividend Fund N/A 2 238 0,00 49 40,00
2025-06-25 NP PAILX - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 3 702 −74,85 67 −76,76
2025-06-26 NP IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 796 702 0,93 14 314 −6,19
2025-08-29 NP DNL - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 22 269 −7,48 490 27,94
2025-03-31 NP VINEX - Vanguard International Explorer Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 254 445 −24,67 4 919 −19,30
2025-06-25 NP PAHTX - PGIM Jennison NextGeneration Global Opportunities Fund Class C 2 519 −70,21 45 −72,39
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 8 128 −19,98 180 9,15
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 2 390 750 0,00 52 853 36,71
2025-03-28 NP GICIX - Goldman Sachs International Small Cap Insights Fund Institutional 3 343 −99,16 65 −99,11
2025-03-31 NP VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 287 827 1,94 5 564 9,21
2025-07-28 NP AVSD - Avantis Responsible International Equity ETF 1 748 0,00 36 9,09
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54 009 20,18 970 11,75
2025-08-28 NP WLCTX - Wilshire International Equity Fund Investment Class 2 142 −61,99 48 −48,35
2025-07-25 NP SCHF - Schwab International Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 172 414 3 555
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 085 286 49,36 23 999 103,33
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34 977 0,00 628 −7,10
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66 300 0,00 1 191 −7,03
2025-08-26 NP EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 4 855 0,00 107 38,96
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 845 0,00 348 9,12
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 197 427 2,96 21 514 −4,30
2025-06-26 NP MSTFX - Morningstar International Equity Fund 8 309 0,00 149 −6,87
2025-06-26 NP DIHRX - International High Relative Profitability Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35 013 0,00 629 −6,95
2025-06-26 NP DFALX - Large Cap International Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75 388 0,00 1 354 −7,07
2025-03-31 NP TOVIX - American Beacon Tocqueville International Value Fund Institutional Class 40 406 −10,73 793 −2,22
2025-07-22 NP DIEFX - Destinations International Equity Fund Class I 999 21
2025-08-29 NP IQDG - WisdomTree International Quality Dividend Growth Fund N/A 35 280 −8,80 777 26,18
2025-04-25 NP FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 275 −94,56 24 −94,92
2025-06-26 NP IPAC - iShares Core MSCI Pacific ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34 798 −0,06 625 −7,13
2025-06-26 NP Thrivent Core Funds - Thrivent Core International Equity Fund 6 682 −55,25 120 −58,33
2025-06-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54 549 0,00 980 −7,02
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68 493 0,00 1 231 −7,10
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 919 7,11 16 0,00
2025-07-28 NP AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 015 0,00 83 9,33
2025-08-26 NP FLAU - Franklin FTSE Australia ETF 5 248 41,99 116 98,28
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7 462 154
2025-07-28 NP QINT - American Century Quality Diversified International ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20 090 415
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54 769 0,00 984 −6,99
2025-04-28 NP JISAX - International Small Company Fund Class NAV 5 492 −68,02 104 −70,23
2025-05-29 NP JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 158 259 −13,63 2 558 −21,32
2025-07-29 NP SSEAX - SIIT Screened World Equity Ex-US Fund - Class A 4 006 0,00 83 9,33
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 115 589 21,12 2 077 12,58
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 98 217 0,00 1 761 −8,90
2025-06-26 NP DIHP - Dimensional International High Profitability ETF 93 425 12,83 1 675 2,76
2025-05-30 NP SEEIX - Sit International Equity Fund - Class I 21 593 −54,53 350 −58,70
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 6 064 −55,26 109 −58,78
2025-03-26 NP Dfa Investment Dimensions Group Inc - Va International Small Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 188 −48,68 100 −45,05
2025-07-29 NP WEUSX - Siit World Equity Ex-us Fund - Class A 134 163 9,39 2 766 19,03
2025-08-20 NP WAGOX - Wasatch Global Opportunities Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77 664 −1,94 1 717 33,51
2025-04-24 NP SCHC - Schwab International Small-Cap Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156 985 −1,31 2 934 −8,03
2025-08-29 NP IHDG - WisdomTree International Hedged Quality Dividend Growth Fund N/A 130 541 −30,94 2 874 −4,49
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34 675 13,61 763 54,45
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3 405 −28,69 76 −2,60
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 12 609 2,09 226 −7,00
2025-06-26 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 530 104 −1,26 9 524 −8,23
2025-08-21 NP MNCSX - Mercer Non-US Core Equity Fund Class I 7 413 0,00 164 36,97
2025-08-28 NP QCSTRX - Stock Account Class R1 462 417 12,78 10 226 53,53
2025-06-26 NP FQITX - Fidelity SAI International Quality Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 122 567 0,00 2 197 −8,91
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista