Security and Commodity Exchanges - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-08-28 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 2,330,256
2025-08-26 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. BISAX - Datum One Series Trust - BRANDES INTERNATIONAL SMALL CAP EQUITY FUND Class A 9,620,412 10,534,718 9.50
2025-08-26 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,781,979 2,781,979 0.00
2025-07-25 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 28,000 28,000 0.00
2025-05-30 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,781,979 2,781,979 0.00
2025-05-27 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. BISAX - Datum One Series Trust - BRANDES INTERNATIONAL SMALL CAP EQUITY FUND Class A 8,322,404 9,620,412 15.60
2025-04-17 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 28,000 28,000 0.00
2025-03-03 NPORT-P BOMXF / Bolsa Mexicana de Valores, S.A.B. de C.V. DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 395,572 0 -100.00
2025-02-28 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,781,979 2,781,979 0.00
2025-02-25 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. BISAX - Datum One Series Trust - BRANDES INTERNATIONAL SMALL CAP EQUITY FUND Class A 5,695,243 8,322,404 46.13
2025-01-27 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 28,000 28,000 0.00
2024-11-29 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,467,679 2,781,979 12.74
2024-11-29 NPORT-P BOMXF / Bolsa Mexicana de Valores, S.A.B. de C.V. DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 395,572
2024-11-20 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. BISAX - Datum One Series Trust - BRANDES INTERNATIONAL SMALL CAP EQUITY FUND Class A 5,695,243
2024-10-21 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 24,000 28,000 16.67
2024-08-28 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,467,679 2,467,679 0.00
2024-07-24 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 19,000 24,000 26.32
2024-05-29 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,581,079 2,467,679 -4.39
2024-04-24 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 19,000 19,000 0.00
2024-02-28 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,717,379 2,581,079 -5.02
2024-01-29 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 19,000 19,000 0.00
2023-11-27 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,347,771 2,717,379 15.74
2023-10-24 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 19,000 19,000 0.00
2023-08-25 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,530,077 2,347,771 -7.21
2023-07-26 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 15,000 19,000 26.67
2023-05-25 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,624,285 2,530,077 -3.59
2023-04-25 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 15,000 15,000 0.00
2023-02-27 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,925,222 2,624,285 -10.29
2023-01-24 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 10,000 15,000 50.00
2022-11-21 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,925,222 2,925,222 0.00
2022-10-27 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 10,000
2022-08-26 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,708,622 2,925,222 8.00
2022-05-24 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,708,622 2,708,622 0.00
2022-04-21 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 348,430 0 -100.00
2022-02-25 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,708,622 2,708,622 0.00
2022-01-25 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 348,430 348,430 0.00
2021-11-26 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 2,708,622
2021-11-03 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 348,430 348,430 0.00
2021-07-28 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 348,430 348,430 0.00
2021-05-05 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 348,430 348,430 0.00
2021-02-09 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 348,430 348,430 0.00
2020-10-20 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 486,430 348,430 -28.37
2020-07-20 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 486,430 486,430 0.00
2020-05-12 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 486,430 486,430 0.00
2020-02-27 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. JOEMX - Advisers Investment Trust - JOHCM Emerging Markets Opportunities Fund Institutional Shares 2,120,642 2,120,642 0.00
2020-02-26 NPORT-P BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 228,500 169,100 -26.00
2020-02-04 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 486,430 486,430 0.00
2019-11-08 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 486,430 486,430 0.00
2019-08-01 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 486,430 486,430 0.00
2019-05-10 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 486,430 486,430 0.00
2019-02-07 13F-HR BOLSA A / Bolsa Mexicana de Valores, S.A.B. de C.V. Stanley-Laman Group, Ltd. 486,430