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 28k $2.7M -3% Mar 2026
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First Merchants Bank, National Association 19k $1.7M 0% Mar 2026
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Redwood Wealth Management Group 18k $1.7M -1% Mar 2026
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Grey Fox Wealth Advisors 16k $1.5M 3% Mar 2026
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Arvest Trust 5.0k $469k 10% Mar 2026
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Coston, McIsaac & Partners 2.0k $189k 14% Mar 2026
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McIlrath & Eck 1.3k $123k 100% Mar 2026
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Financial Gravity Wealth 145.00 $14k 0% Mar 2026
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Who sold out of Small Cap Value Admiral Shares?

Fund or Company Name Date Sold Shares Held Valued At
Tower Bridge Advisors Dec 2025 2.8k $252k
Kohmann Bosshard Financial Services Dec 2025 211.00 $19k