AJB Institutionellt ägande, köpare

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i AJ Bell plc inkluderar IRCYX - International Small Cap Portfolio Advisor Class, WSML - iShares MSCI World Small-Cap ETF, och MNCSX - Mercer Non-US Core Equity Fund Class I .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-08-21	NP	MNCSX - Mercer Non-US Core Equity Fund Class I	4 483		31
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF	19 110		126
2025-06-26	NP	DFAI - Dimensional International Core Equity Market ETF	150 540	39,05	847	40,77
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
2025-08-26	NP	IRCYX - International Small Cap Portfolio Advisor Class	253 970		1 789
2025-08-28	NP	SEEIX - Sit International Equity Fund - Class I	243 666	49,34	1 714	100,59
2025-06-26	NP	DFIS - Dimensional International Small Cap ETF	460 362	16,33	2 590	17,84
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
2025-06-26	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
2025-08-29	NP	DFE - WisdomTree Europe SmallCap Dividend Fund N/A	150 732	9,14	1 055	47,35
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
2025-06-26	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
2025-06-26	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
2025-08-28	NP	SEIE - SEI Select International Equity ETF	134 757	5,17	944	42,02
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
2025-08-25	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
2025-06-26	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
2025-06-30	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
2025-06-26	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

GB:AJB / AJ Bell plc - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare

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