Who owns Small Cap Value Admiral Shares?

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Analyze quarterly positions in Small Cap Value Admiral Shares with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Small Cap Value Admiral Shares stock

Who bought or sold Small Cap Value Admiral Shares this quarter?

Fund or Company Name
Shares Held
Valued At
Change in Shares
As Of
Actions
Fulton Bank, NA 35k $2.8M 7% Mar 2025
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First Merchants Bank, National Association 26k $2.2M -3% Dec 2024
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Redwood Wealth Management Group 20k $1.7M -2% Dec 2024
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Grey Fox Wealth Advisors 12k $1.0M 4% Dec 2024
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Arvest Trust 4.6k $391k -19% Dec 2024
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Tower Bridge Advisors 2.8k $235k 0% Dec 2024
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Coston, McIsaac & Partners 1.8k $151k 100% Dec 2024
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Financial Gravity Companies 1.2k $102k 1% Dec 2024
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Who sold out of Small Cap Value Admiral Shares?

Fund or Company Name
Date Sold
Shares Held
Valued At
C.M. Bidwell & Associates Sep 2024 1.3k $110k