AJBL - AJ Bell plc Aktier - Aktiekurs, institutionellt ägande, aktieägare (BATS-CHIXE)

AJ Bell plc
GB ˙ BATS-CHIXE ˙ GB00BFZNLB60
Grundläggande statistik
Institutionella ägare 76 total, 76 long only, 0 short only, 0 long/short - change of 2,70% MRQ
Genomsnittlig portföljallokering 0.3888 % - change of 12,50% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 44 145 970 - 10,92% (ex 13D/G) - change of 0,53MM shares 1,20% MRQ
Institutionellt värde (lång) $ 288 624 USD ($1000)
Institutionellt ägande och aktieägare

AJ Bell plc (GB:AJBL) har 76 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 44,145,970 aktier. Största aktieägare inkluderar BCSFX - The Brown Capital Management International Small Company Fund Institutional Shares, VISAX - Virtus KAR International Small-Cap Fund 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, Dfa Investment Trust Co - The United Kingdom Small Company Series, DFIEX - International Core Equity Portfolio - Institutional Class, SCZ - iShares MSCI EAFE Small-Cap ETF, VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares, and NAINX - VIRTUS TACTICAL ALLOCATION FUND Class A .

AJ Bell plc (BATS-CHIXE:AJBL) 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%.

GB:AJBL / AJ Bell plc 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

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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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-07-29 NP JISAX - International Small Company Fund Class NAV 14 749 −39,85 98 −25,95
2025-08-21 NP MNCSX - Mercer Non-US Core Equity Fund Class I 4 483 31
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 828 768 −11,46 5 839 19,02
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 1 051 101 0,00 5 982 3,64
2025-08-26 NP RGSAX - AllianzGI Global Small-Cap Fund A 216 011 −1,65 1 515 31,74
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 19 110 126
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 14 871 0,00 104 33,33
2025-06-24 NP TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 352 0,00 2 0,00
2025-06-26 NP SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 46 489 −44,42 265 −42,48
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 288 586 66,30 1 624 68,54
2025-05-27 NP FDTS - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund This fund is a listed as child fund of First Trust 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 2 719 1,42 14 −6,67
2025-07-28 NP AVDS - Avantis International Small Cap Equity ETF 10 985 80,91 73 125,00
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 59 750 0,00 419 33,12
2025-07-25 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 574 367 −3,99 3 814 20,66
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 2 691 484 −3,51 18 962 29,72
2025-06-26 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 45 769 0,00 260 3,59
2025-06-30 NP PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. 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 14 990 −42,28 86 −40,14
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 152 250 1,64 855 2,89
2025-07-29 NP Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares 998 3,85 7 20,00
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 87 150 0,00 610 33,77
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 138 023 0,00 786 3,56
2025-07-25 NP EWUS - iShares MSCI United Kingdom 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 30 713 −11,51 203 9,73
2025-06-26 NP ISCF - iShares Edge MSCI Multifactor Intl 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 73 232 −44,03 417 −42,06
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 77 920 0,00 443 3,75
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 55 456 3,43 367 27,53
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 71 665 −9,33 505 21,74
2025-06-25 NP NTKLX - Voya Multi-Manager International Small Cap Fund Class A 12 352 0,00 70 4,48
2025-08-28 NP SEIE - SEI Select International Equity ETF 134 757 5,17 944 42,02
2025-08-28 NP SIOAX - SIMT MULTI-ASSET INCOME FUND Class F 18 618 0,00 131 34,02
2025-06-26 NP Dfa Investment Trust Co - The United Kingdom 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 1 435 758 2,43 8 171 6,14
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 250 577 2,11 1 410 3,45
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 3 616 7,30 20 11,11
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 31 603 3,40 178 4,73
2025-08-26 NP NAINX - VIRTUS TACTICAL ALLOCATION FUND Class A 844 538 0,00 5 924 33,85
2025-08-27 NP OAIEX - Optimum International Fund Class A 5 283 0,00 37 37,04
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 107 407 −17,70 611 −14,66
2025-08-20 NP WAIOX - Wasatch International 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 239 498 0,00 1 687 34,42
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 150 540 39,05 847 40,77
2025-06-26 NP FSISX - Fidelity SAI International Small Cap Index Fund 91 491 −2,86 514 −1,72
2025-08-29 NP JAJDX - International Small Company Trust NAV 13 681 0,00 96 35,21
2025-08-15 NP MBEQX - M International Equity Fund 9 670 0,00 68 34,00
2025-08-29 NP DLS - WisdomTree International SmallCap Dividend Fund N/A 324 729 −2,22 2 274 31,92
2025-08-28 NP SPEU - SPDR(R) Portfolio Europe 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 16 355 −41,18 115 −20,83
2025-06-30 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 1 037 039 −7,41 5 902 −4,05
2025-08-26 NP IRCYX - International Small Cap Portfolio Advisor Class 253 970 1 789
2025-07-30 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 218 151 0,00 1 447 25,72
2025-04-29 NP SWSAX - SIIT World Select Equity Fund Class A 15 461 0,00 83 −11,83
2025-08-28 NP SEEIX - Sit International Equity Fund - Class I 243 666 49,34 1 714 100,59
2025-08-27 NP BCIIX - The Brown Capital Management International Equity Fund Investor Shares 398 377 −5,81 2 807 26,62
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 460 362 16,33 2 590 17,84
2025-08-29 NP DDLS - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 130 983 −9,79 917 21,78
2025-08-26 NP VISAX - Virtus KAR International Small-Cap Fund Class A 6 764 385 0,00 47 447 33,85
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 752 870 9,98 4 285 13,97
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 192 686 9,32 1 275 35,10
2025-08-26 NP PCSCX - POLAR CAPITAL INTERNATIONAL SMALL COMPANY FUND 146 252 12,87 1 030 51,92
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 188 707 0,00 1 074 3,57
2025-08-29 NP DFE - WisdomTree Europe SmallCap Dividend Fund N/A 150 732 9,14 1 055 47,35
2025-07-25 NP CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class 202 711 0,00 1 341 23,59
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 294 860 −1,94 2 077 31,87
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 485 852 0,62 2 765 4,30
2025-08-26 NP VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 91 292 0,00 640 33,89
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 1 883 001 2,82 10 717 6,55
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 400 514 7,49 2 279 11,39
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 4 455 776 −0,62 25 359 2,99
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 81 220 0,00 462 3,59
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 28 544 0,00 201 34,90
2025-08-28 NP QCSTRX - Stock Account Class R1 257 702 −9,60 1 816 21,57
2025-08-25 NP FPXE - First Trust IPOX Europe Equity Opportunities ETF This fund is a listed as child fund of First Trust 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 2 243 16,46 16 50,00
2025-08-27 NP BCSFX - The Brown Capital Management International Small Company Fund Institutional Shares 12 647 045 1,23 89 099 36,10
2025-06-26 NP IEUS - iShares MSCI Europe 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 24 688 10,13 141 13,82
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 1 049 962 0,61 5 976 4,26
2025-06-30 NP VEURX - Vanguard European 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 732 200 20,75 4 167 25,14
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 136 933 7,73 779 11,60
2025-07-28 NP AVSD - Avantis Responsible International Equity ETF 9 713 0,00 64 23,08
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 18 165 0,00 120 23,71
2025-06-26 NP IEUR - iShares Core MSCI Europe 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 127 444 29,16 725 34,01
Other Listings
GB:AJB 509,00 GBP
DE:3FY 5,80 €
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