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 31k $2.8M -9% Sep 2025
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Grey Fox Wealth Advisors 26k $1.4M 332% Sep 2025
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First Merchants Bank, National Association 19k $1.7M -10% Sep 2025
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Redwood Wealth Management Group 19k $1.7M -2% Sep 2025
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Arvest Trust 4.6k $411k 0% Sep 2025
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Tower Bridge Advisors 2.8k $248k 0% Sep 2025
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Coston, McIsaac & Partners 1.8k $158k 0% Sep 2025
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Financial Gravity Companies 229.00 $19k 100% Jun 2025
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Financial Gravity Wealth 194.00 $17k -51% Sep 2025
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Who sold out of Small Cap Value Admiral Shares?

Fund or Company Name Date Sold Shares Held Valued At
Wintrust Financial Corporation Jun 2025 3.9k $326k
Skopos Labs Jun 2025 240.00 $20k