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
Silvercrest Asset Management Group 57k $4.4M -4% Jun 2024
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Fulton Bank, NA 31k $2.7M 3% Sep 2024
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First Merchants Bank, National Association 27k $2.3M -2% Sep 2024
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Redwood Wealth Management Group 20k $1.7M 100% Sep 2024
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Grey Fox Wealth Advisors 12k $997k 91% Sep 2024
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Arvest Trust 5.7k $490k 100% Sep 2024
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Arvest Trust Co N A 5.7k $445k -5% Jun 2024
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Alpine Bank Wealth Management 3.4k $297k 100% Sep 2024
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Tower Bridge Advisors 2.8k $238k 0% Sep 2024
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C.M. Bidwell & Associates 1.3k $110k 100% Sep 2024
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Financial Gravity Companies 1.2k $103k 100% Sep 2024
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Financial Gravity Wealth 1.2k $93k 1% Jun 2024
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