AJB - AJ Bell plc Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (LSE)

Mga Batayang Estadistika

Pemilik Institusional	76 total, 76 long only, 0 short only, 0 long/short - change of 2.70% MRQ
Harga Saham	504.50
Alokasi Portofolio Rata-rata	0.3888 % - change of 12.50% MRQ
Jumlah Saham Beredar	shares (source: Capital IQ)

Saham Institusional (Jangka Panjang)	44,145,970 - 10.90% (ex 13D/G) - change of 0.53MM shares 1.20% MRQ
Nilai Institusional (Jangka Panjang)	$ 288,624 USD ($1000)

Kepemilikan Institusional dan Pemegang Saham

AJ Bell plc (GB:AJB) memiliki 76 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 44,145,970 saham. Pemegang saham terbesar meliputi BCSFX - The Brown Capital Management International Small Company Fund Institutional Shares, VISAX - Virtus KAR International Small-Cap Fund Class A, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, IEFA - iShares Core MSCI EAFE ETF, Dfa Investment Trust Co - The United Kingdom Small Company Series, DFIEX - International Core Equity Portfolio - Institutional Class, SCZ - iShares MSCI EAFE Small-Cap ETF, VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares, and NAINX - VIRTUS TACTICAL ALLOCATION FUND Class A .

Struktur kepemilikan institusional AJ Bell plc (LSE:AJB) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 504.50 / share. Previously, on September 9, 2024, the share price was 433.00 / share. This represents an increase of 16.51% over that period.

GB:AJB / AJ Bell plc Institutional Ownership

Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Lihat Saham dengan Peringkat Tertinggi

Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal Efektif :

Tanggal File	Sumber	Investor	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Nilai Δ (%)
2025-07-29	NP	JISAX - International Small Company Fund Class NAV	14,749	-39.85	98	-25.95
2025-08-21	NP	MNCSX - Mercer Non-US Core Equity Fund Class I	4,483		31
2025-08-20	NP	WAIGX - Wasatch International Growth Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	828,768	-11.46	5,839	19.02
2025-06-26	NP	DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,051,101	0.00	5,982	3.64
2025-08-26	NP	RGSAX - AllianzGI Global Small-Cap Fund A	216,011	-1.65	1,515	31.74
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF	19,110		126
2025-08-27	NP	ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund	14,871	0.00	104	33.33
2025-06-24	NP	TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	352	0.00	2	0.00
2025-06-26	NP	SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A	46,489	-44.42	265	-42.48
2025-06-26	NP	DFIC - Dimensional International Core Equity 2 ETF	288,586	66.30	1,624	68.54
2025-05-27	NP	FDTS - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,719	1.42	14	-6.67
2025-07-28	NP	AVDS - Avantis International Small Cap Equity ETF	10,985	80.91	73	125.00
2025-08-27	NP	Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A	59,750	0.00	419	33.12
2025-07-25	NP	SCHC - Schwab International Small-Cap Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	574,367	-3.99	3,814	20.66
2025-08-27	NP	VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,691,484	-3.51	18,962	29.72
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Va International Small Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	45,769	0.00	260	3.59
2025-06-30	NP	PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	14,990	-42.28	86	-40.14
2025-06-26	NP	FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	152,250	1.64	855	2.89
2025-07-29	NP	Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares	998	3.85	7	20.00
2025-08-28	NP	SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	87,150	0.00	610	33.77
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	138,023	0.00	786	3.56
2025-07-25	NP	EWUS - iShares MSCI United Kingdom Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	30,713	-11.51	203	9.73
2025-06-26	NP	ISCF - iShares Edge MSCI Multifactor Intl Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	73,232	-44.03	417	-42.06
2025-06-27	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	77,920	0.00	443	3.75
2025-07-29	NP	VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	55,456	3.43	367	27.53
2025-08-26	NP	IGRO - iShares International Dividend Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	71,665	-9.33	505	21.74
2025-06-25	NP	NTKLX - Voya Multi-Manager International Small Cap Fund Class A	12,352	0.00	70	4.48
2025-08-28	NP	SEIE - SEI Select International Equity ETF	134,757	5.17	944	42.02
2025-08-28	NP	SIOAX - SIMT MULTI-ASSET INCOME FUND Class F	18,618	0.00	131	34.02
2025-06-26	NP	Dfa Investment Trust Co - The United Kingdom Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,435,758	2.43	8,171	6.14
2025-06-26	NP	DFAX - Dimensional World ex U.S. Core Equity 2 ETF	250,577	2.11	1,410	3.45
2025-06-26	NP	DXIV - Dimensional International Vector Equity ETF	3,616	7.30	20	11.11
2025-06-26	NP	DFSI - Dimensional International Sustainability Core 1 ETF	31,603	3.40	178	4.73
2025-08-26	NP	NAINX - VIRTUS TACTICAL ALLOCATION FUND Class A	844,538	0.00	5,924	33.85
2025-08-27	NP	OAIEX - Optimum International Fund Class A	5,283	0.00	37	37.04
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	107,407	-17.70	611	-14.66
2025-08-20	NP	WAIOX - Wasatch International Opportunities Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	239,498	0.00	1,687	34.42
2025-06-26	NP	DFAI - Dimensional International Core Equity Market ETF	150,540	39.05	847	40.77
2025-06-26	NP	FSISX - Fidelity SAI International Small Cap Index Fund	91,491	-2.86	514	-1.72
2025-08-29	NP	JAJDX - International Small Company Trust NAV	13,681	0.00	96	35.21
2025-08-15	NP	MBEQX - M International Equity Fund	9,670	0.00	68	34.00
2025-08-29	NP	DLS - WisdomTree International SmallCap Dividend Fund N/A	324,729	-2.22	2,274	31.92
2025-08-28	NP	SPEU - SPDR(R) Portfolio Europe ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	16,355	-41.18	115	-20.83
2025-06-30	NP	VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,037,039	-7.41	5,902	-4.05
2025-08-26	NP	IRCYX - International Small Cap Portfolio Advisor Class	253,970		1,789
2025-07-30	NP	FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	218,151	0.00	1,447	25.72
2025-04-29	NP	SWSAX - SIIT World Select Equity Fund Class A	15,461	0.00	83	-11.83
2025-08-28	NP	SEEIX - Sit International Equity Fund - Class I	243,666	49.34	1,714	100.59
2025-08-27	NP	BCIIX - The Brown Capital Management International Equity Fund Investor Shares	398,377	-5.81	2,807	26.62
2025-06-26	NP	DFIS - Dimensional International Small Cap ETF	460,362	16.33	2,590	17.84
2025-08-29	NP	DDLS - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A	130,983	-9.79	917	21.78
2025-08-26	NP	VISAX - Virtus KAR International Small-Cap Fund Class A	6,764,385	0.00	47,447	33.85
2025-06-26	NP	OWSMX - Old Westbury Small & Mid Cap Strategies Fund	752,870	9.98	4,285	13.97
2025-07-28	NP	AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	192,686	9.32	1,275	35.10
2025-08-26	NP	PCSCX - POLAR CAPITAL INTERNATIONAL SMALL COMPANY FUND	146,252	12.87	1,030	51.92
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	188,707	0.00	1,074	3.57
2025-08-29	NP	DFE - WisdomTree Europe SmallCap Dividend Fund N/A	150,732	9.14	1,055	47.35
2025-07-25	NP	CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class	202,711	0.00	1,341	23.59
2025-08-20	NP	WAGOX - Wasatch Global Opportunities Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	294,860	-1.94	2,077	31.87
2025-06-26	NP	IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	485,852	0.62	2,765	4.30
2025-08-26	NP	VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A	91,292	0.00	640	33.89
2025-06-26	NP	IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,883,001	2.82	10,717	6.55
2025-06-26	NP	IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	400,514	7.49	2,279	11.39
2025-06-30	NP	VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4,455,776	-0.62	25,359	2.99
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	81,220	0.00	462	3.59
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class	28,544	0.00	201	34.90
2025-08-28	NP	QCSTRX - Stock Account Class R1	257,702	-9.60	1,816	21.57
2025-08-25	NP	FPXE - First Trust IPOX Europe Equity Opportunities ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,243	16.46	16	50.00
2025-08-27	NP	BCSFX - The Brown Capital Management International Small Company Fund Institutional Shares	12,647,045	1.23	89,099	36.10
2025-06-26	NP	IEUS - iShares MSCI Europe Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	24,688	10.13	141	13.82
2025-06-26	NP	SCZ - iShares MSCI EAFE Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,049,962	0.61	5,976	4.26
2025-06-30	NP	VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	732,200	20.75	4,167	25.14
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	136,933	7.73	779	11.60
2025-07-28	NP	AVSD - Avantis Responsible International Equity ETF	9,713	0.00	64	23.08
2025-07-28	NP	AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	18,165	0.00	120	23.71
2025-06-26	NP	IEUR - iShares Core MSCI Europe ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	127,444	29.16	725	34.01

DE:3FY	€ 5.85
GB:AJBL

AJB - AJ Bell plc Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (LSE)

Mga Batayang Estadistika

Kepemilikan Institusional dan Pemegang Saham

Skor Sentimen Dana

Pengajuan 13F dan NPORT

Other Listings