IMO / Imperial Oil Limited - Kepemilikan Institusional - Pembeli

Imperial Oil Limited
US ˙ NYSEAM ˙ CA4530384086

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Imperial Oil Limited meliputi FBLEX - Fidelity Series Stock Selector Large Cap Value Fund, FSOAX - Fidelity Advisor Value Strategies Class A, Corigliano Investment Advisers, LLC, FSLVX - Fidelity Stock Selector Large Cap Value Fund, FADAX - Fidelity Advisor Dividend Growth Fund Class A, Susquehanna Fundamental Investments, Llc, K2 Principal Fund, L.p., Peak6 Llc, FSRRX - Fidelity Strategic Real Return Fund, Westerkirk Capital Inc., Ieq Capital, Llc, UTMAX - Target Managed Allocation Fund, Morningstar Investment Management LLC, Callan Family Office, LLC, CSNR - Cohen & Steers Natural Resources Active ETF, Glenmede Investment Management, LP, PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I, ICONIQ Capital, LLC, Vident Advisory, LLC, dan Transcend Wealth Collective, Llc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-28 NP GRIN - VictoryShares International Free Cash Flow Growth ETF 922 73
2025-08-13 13F Mackenzie Financial Corp 765,618 10.96 60,860 22.11
2025-06-24 NP QLVD - FlexShares Developed Markets ex-US Quality Low Volatility 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 2,642 9.35 178 9.94
2025-08-13 13F Jones Financial Companies Lllp 719 21.04 57 35.71
2025-08-18 13F/A National Bank Of Canada /fi/ Call 1,483 11.92 11,777 23.05
2025-08-15 NP MBEQX - M International Equity Fund 1,034 33.08 82 34.43
2025-07-31 13F Caitong International Asset Management Co., Ltd 135 13,400.00 11
2025-08-08 13F Pnc Financial Services Group, Inc. 194,766 0.42 15,480 10.37
2025-06-26 NP FFDI - Fidelity Fundamental Developed International ETF 928 27.12 63 29.17
2025-08-14 13F Raymond James Financial Inc 140,063 13.17 11,132 24.38
2025-08-07 13F Vise Technologies, Inc. 15,535 19.48 1,235 54.25
2025-08-28 NP IFLO - VictoryShares International Free Cash Flow ETF 2,129 169
2025-08-08 13F Hartland & Co., LLC 1,863 2.19 148 12.98
2025-08-22 NP FSRRX - Fidelity Strategic Real Return 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 11,500 914
2025-07-28 13F Generali Asset Management SPA SGR 22,579 27.00 2,443 32.14
2025-08-04 13F Spire Wealth Management 726 0.28 58 9.62
2025-08-08 13F Fiera Capital Corp 304,811 1,294.25 24,220 1,432.85
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 1,392,974 2.35 110,660 12.56
2025-05-15 13F CAPROCK Group, Inc. 16,503 7.62 1,201 26.55
2025-06-05 NP GTCIX - Quantitative International Equity Portfolio 5,400 170.00 364 173.68
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 1,927 3.66 153 14.18
2025-08-14 13F GWM Advisors LLC 12,071 1.55 959 11.64
2025-08-14 13F Ieq Capital, Llc 9,400 747
2025-08-13 13F Pictet Asset Management Holding SA 111,397 9.56 8,832 20.26
2025-08-11 13F Citigroup Inc 136,404 527.23 10,814 588.79
2025-08-12 13F Prudential Financial Inc 12,752 69.82 1,011 86.35
2025-08-14 13F Bnp Paribas 3,300 261
2025-08-14 13F Citadel Advisors Llc Call 23,900 119.27 1,900 140.99
2025-08-18 13F/A National Bank Of Canada /fi/ 1,562,738 123.51 123,766 148.18
2025-08-26 NP GVLU - Gotham 1000 Value ETF 5,678 1.43 451 11.63
2025-07-24 NP FIDJX - Fidelity SAI Sustainable Sector Fund 19,049 10.51 1,360 16.44
2025-08-08 13F SG Americas Securities, LLC 7,445 1
2025-08-13 13F Amundi 641,931 3.92 51,984 22.69
2025-06-26 NP IMTM - iShares Edge MSCI Intl Momentum Factor 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 41,700 30.42 2,813 32.27
2025-08-12 13F Global Retirement Partners, LLC 279 228.24 22 340.00
2025-06-26 NP FDVLX - Fidelity Value 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 669,000 4.25 45,126 5.72
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 2,053,989 18.37 163,413 30.34
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 79,012 0.41 5,330 1.82
2025-07-25 NP EWC - iShares MSCI Canada 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 229,313 1.60 16,372 6.99
2025-08-11 13F Wilkinson Global Asset Management LLC 2,695 214
2025-08-22 NP FGLGX - Fidelity Series Large Cap Stock 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 3,731,200 14.04 296,414 25.42
2025-08-01 13F Transcend Wealth Collective, Llc 3,884 309
2025-07-24 NP FADAX - Fidelity Advisor Dividend Growth Fund Class A 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 46,100 3,291
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 3,094 41.02 221 48.65
2025-08-29 NP MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 6,164 2.04 490 12.16
2025-06-30 NP CVY - Invesco Zacks Multi-Asset Income 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 11,021 105.39 743 107.84
2025-08-13 13F Manning & Napier Advisors Llc 43,165 2.58 3,431 12.72
2025-08-28 NP CSNR - Cohen & Steers Natural Resources Active ETF 5,798 461
2025-08-14 13F Intact Investment Management Inc. 0 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 172,000 0.58 13,664 10.62
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 106,087 2.35 7,156 3.79
2025-08-08 13F Intech Investment Management Llc 97,286 94.30 7,713 113.30
2025-08-13 13F Cambria Investment Management, L.P. 52,418 4,164
2025-08-15 13F CI Private Wealth, LLC 15,083 0.33 1,199 10.21
2025-08-12 13F Steward Partners Investment Advisory, Llc 484 0.41 38 11.76
2025-08-14 13F Vident Advisory, LLC 4,331 344
2025-07-31 13F Azzad Asset Management Inc /adv 72,380 2.73 5,753 12.89
2025-06-26 NP MSTFX - Morningstar International Equity Fund 6,096 30.23 411 32.15
2025-06-26 NP FCNSX - Fidelity Series Canada 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 1,351,600 30.83 91,169 32.67
2025-07-09 13F Baron Wealth Management LLC 3,682 293
2025-08-28 NP GMWEX - GuideMark(R) World ex-US Fund Service Shares 4,114 25.16 327 37.55
2025-08-14 13F Mufg Securities (canada), Ltd. 267,521 11.11 21,221 22.05
2025-07-18 13F Gold Investment Management Ltd. 28,161 0.28 2,237 10.20
2025-07-29 13F Stephens Inc /ar/ 15,090 1.54 1,199 11.64
2025-08-05 13F Bridgewater Advisors Inc. 2,674 229
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 124,799 3.25 9,894 13.35
2025-07-11 13F Assenagon Asset Management S.A. 35,968 3.21 2,854 13.35
2025-06-26 NP ETISX - E*TRADE No Fee International Index Fund 87 6
2025-08-14 13F Capstone Investment Advisors, Llc 12,149 966
2025-06-26 NP FEKFX - Fidelity Equity-Income K6 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 26,109 7.40 1,761 8.97
2025-08-14 13F Bnp Paribas Arbitrage, Sa 69,905 51.06 5,556 66.05
2025-08-12 13F BlackRock, Inc. 444,337 0.07 35,316 9.97
2025-08-08 13F D'Orazio & Associates, Inc. 3,064 244
2025-06-26 NP FICDX - Fidelity Canada 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 225,200 29.72 15,190 31.55
2025-06-26 NP IQLT - iShares Edge MSCI Intl Quality Factor 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 301,198 26.24 20,317 28.02
2025-08-12 13F Legal & General Group Plc 812,707 0.56 64,437 10.38
2025-08-14 13F Susquehanna Fundamental Investments, Llc 30,100 2,392
2025-07-25 NP URTH - iShares MSCI World 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 12,569 5.79 897 11.43
2025-08-12 13F Pacer Advisors, Inc. 197,685 27.18 15,704 39.70
2025-08-19 NP RIFCX - International Developed Markets Fund 5,679 206.15 451 295.61
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2,712 216
2025-03-28 NP IDMO - Invesco S&P International Developed Momentum 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 8,097 27.53 540 14.16
2025-08-14 13F/A Skopos Labs, Inc. 21 2
2025-08-11 13F TD Waterhouse Canada Inc. 532,311 219.95 42,668 254.52
2025-08-01 13F Envestnet Asset Management Inc 73,988 8.33 5,881 19.05
2025-08-14 13F Axa S.a. 32,551 506.16 2,587 566.75
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 229,689 0.83 15,493 2.25
2025-08-28 NP TPIF - Timothy Plan International ETF 5,277 19.04 419 30.94
2025-07-24 NP FALAX - Fidelity Advisor Large Cap Fund Class A 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 286,200 9.78 20,433 15.60
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-01 13F Bessemer Group Inc 31,278 32.03 2 100.00
2025-08-14 13F Holocene Advisors, LP 57,876 4,600
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 31,488 1.79 2,501 11.95
2025-06-27 NP PID - Invesco International Dividend Achievers 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 195,514 0.84 13,174 1.96
2025-07-25 13F JustInvest LLC 21,304 12.76 1,693 23.94
2025-06-26 NP FGILX - Fidelity Global Equity Income 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 23,380 8.85 1,577 10.43
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 183 52.50 15 75.00
2025-08-14 13F Bank Of America Corp /de/ 2,945,528 31.64 234,111 44.67
2025-07-28 NP AVIV - Avantis International Large Cap Value 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 19,949 21.41 1,424 27.83
2025-08-14 13F Lighthouse Investment Partners, LLC 3,305 263
2025-06-26 NP FAVFX - Fidelity Advisor Value Fund Class A 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 28,400 9.15 1,916 10.69
2025-07-30 13F DekaBank Deutsche Girozentrale 30,782 0.37 2 0.00
2025-08-06 13F Metis Global Partners, LLC 13,816 14.94 1,098 26.38
2025-08-14 13F Susquehanna International Group, Llp 7,859 625
2025-08-29 NP DHIYX - Diamond Hill International Fund Class Y 44,155 33.59 3,507 46.88
2025-06-26 NP FSLVX - Fidelity Stock Selector Large Cap Value 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 50,900 3,433
2025-08-27 NP JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 6,286 43.32 499 57.91
2025-08-05 13F Bank of New York Mellon Corp 222,047 2.18 17,648 12.30
2025-08-14 13F Susquehanna International Group, Llp Call 40,700 110.88 3,235 131.83
2025-08-14 13F Siemens Fonds Invest GmbH 1,412 66.31 112 81.97
2025-08-14 13F Susquehanna International Group, Llp Put 35,000 348.72 2,782 393.09
2025-08-11 13F Vanguard Group Inc 6,609,808 1.87 525,096 12.03
2025-07-07 13F Nova Wealth Management, Inc. 1,813 0.72 144 10.77
2025-06-27 NP IDHQ - Invesco S&P International Developed Quality 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 9,113 11.84 613 12.89
2025-08-14 13F Group One Trading, L.p. Call 500 40
2025-08-13 13F Qtron Investments LLC 13,365 26.83 1,060 39.16
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 2,052 90.00 163 108.97
2025-08-05 13F Westside Investment Management, Inc. 213 17
2025-06-24 NP SFNNX - Schwab Fundamental International Large Company Index Fund Institutional Shares 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 36,348 5.30 2,452 6.75
2025-08-12 13F LPL Financial LLC 91,183 14.42 7,247 25.75
2025-06-30 NP GLBL - Pacer MSCI World Industry Advantage ETF 5 25.00 0
2025-07-22 13F Belpointe Asset Management LLC 5,398 429
2025-06-26 NP ACWI - iShares MSCI ACWI 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 51,695 8.35 3,487 9.86
2025-08-13 13F Quadrant Capital Group Llc 17,560 1.63 1,396 11.69
2025-08-13 13F Hsbc Holdings Plc 74,080 3.81 5,889 14.26
2025-08-04 13F Assetmark, Inc 119 376.00 9 800.00
2025-07-08 13F Lingohr & Partner Asset Management GmbH 2,568 0
2025-08-22 NP QGI2Q - Growth & Income Portfolio Initial Class 504,700 10.90 40,094 21.96
2025-08-07 13F Allworth Financial LP 1,778 2.18 141 19.49
2025-08-14 13F Goldman Sachs Group Inc 6,495,069 42.86 516,228 57.00
2025-08-07 13F Aviva Plc 132,207 6.67 10,501 17.19
2025-08-14 13F D. E. Shaw & Co., Inc. 214,773 16.26 17,073 27.90
2025-08-11 13F HighTower Advisors, LLC 4,919 65.79 391 82.24
2025-08-08 13F Ontario Teachers Pension Plan Board 46,505 15.51 3,700 27.20
2025-04-25 NP FGIRX - Fidelity Advisor Growth & Income Fund Class A 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 243,700 8.31 16,523 -0.43
2025-08-14 13F Colony Group, LLC 4,290 54.99 341 70.00
2025-08-05 13F Bank Of Montreal /can/ 3,235,443 16.21 257,194 27.87
2025-08-22 NP FGRTX - Fidelity Mega Cap Stock 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 785,505 28.18 62,402 40.97
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4,165 9.29 331 20.00
2025-08-27 NP QCGLRX - Global Equities Account Class R1 39,622 0.54 3,148 10.58
2025-09-04 13F/A Advisor Group Holdings, Inc. 6,405 258.62 508 293.80
2025-08-13 13F Natixis Advisors, L.p. 10,061 1
2025-08-14 13F Peak6 Llc Call 15,000 1,192
2025-07-24 13F Callan Family Office, LLC 6,766 538
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 5,190 412
2025-06-26 NP FBLEX - Fidelity Series Stock Selector Large Cap Value 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 933,900 62,994
2025-08-08 13F Cetera Investment Advisers 4,569 6.80 363 17.48
2025-08-12 13F SRS Capital Advisors, Inc. 232 19.59 25 71.43
2025-08-14 13F CIBC World Markets Inc. 1,436,763 15.01 114,227 26.56
2025-07-17 13F Addenda Capital Inc. 5,520 63.80 601 70.25
2025-08-08 13F Creative Planning 51,154 7.67 4,066 18.34
2025-07-17 13F Greenleaf Trust 3,463 0.46 275 10.44
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A Short -9,590 9.60 -647 11.00
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 188,006 101.49 14,945 120.49
2025-08-14 13F Corigliano Investment Advisers, LLC 206,600 16,421
2025-08-14 13F Barometer Capital Management Inc. 108,840 11,784
2025-08-13 13F Russell Investments Group, Ltd. 161,978 22.95 12,851 35.22
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 396 0.76 31 10.71
2025-06-24 NP SWMIX - Laudus International MarketMasters Fund Select Shares 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 3,002 10.45 202 12.22
2025-05-14 13F Credit Agricole S A 3,531 12.78 255 32.81
2025-08-04 13F Atria Investments Llc 5,986 34.79 476 47.98
2025-07-16 13F Signaturefd, Llc 7,531 0.90 599 10.95
2025-05-27 NP FDT - First Trust Developed Markets ex-US 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 13,263 1.58 958 19.15
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 47,511 9.31 3,392 15.10
2025-06-26 NP FLCSX - Fidelity Large Cap Stock 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 904,388 2.49 61,003 3.94
2025-06-26 NP ACWX - iShares MSCI ACWI ex U.S. 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 38,361 10.89 2,588 12.43
2025-08-14 13F Toroso Investments, LLC 5,714 2.07 454 12.38
2025-08-25 13F/A Neuberger Berman Group LLC 100,596 17.98 7,975 29.51
2025-08-28 NP SPDW - SPDR(R) Portfolio Developed World ex-US 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 250,382 2.78 19,851 12.82
2025-08-22 NP FDETX - Fidelity Advisor Capital Development Fund Class O 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 899,800 6.56 71,482 17.19
2025-06-27 NP FYLD - Cambria Foreign Shareholder Yield ETF 48,135 5.18 3,247 6.67
2025-06-26 NP OWLSX - Old Westbury Large Cap Strategies Fund 23,150 210.74 1,562 215.35
2025-08-14 13F Royal Bank Of Canada Put 20,000 1,590
2025-08-14 13F Aqr Capital Management Llc 60,434 76.61 4,803 94.14
2025-08-26 NP NOIGX - Northern International Equity Fund 6,964 69.11 553 86.20
2025-08-14 13F Wellington Management Group Llp 38,876 9.81 3,082 20.58
2025-08-05 13F Burney Co/ 34,850 1.29 2,770 11.29
2025-08-13 13F EverSource Wealth Advisors, LLC 2,472 9.09 196 20.25
2025-06-26 NP FDIVX - Fidelity Diversified 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 1,160,614 0.29 78,286 1.70
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 250 20
2025-08-06 13F True Wealth Design, LLC 16 14.29 1 0.00
2025-08-13 13F Capital Analysts, Inc. 152 0.66 0
2025-08-14 13F Fmr Llc 47,120,566 4.16 3,743,456 14.55
2025-08-12 13F Swiss National Bank 541,676 6.84 42,867 16.97
2025-08-13 13F Renaissance Technologies Llc 29,195 160.67 2,320 186.77
2025-08-13 13F Invesco Ltd. 354,865 4.67 28,205 15.03
2025-08-13 13F Scotia Capital Inc. 233,736 3.52 18,456 13.03
2025-08-13 13F Westerkirk Capital Inc. 10,720 852
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 2,251,788 0.64 151,889 2.06
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market 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 8,775 2.96 696 13.01
2025-08-12 13F MAI Capital Management 380 2,275.00 30 2,900.00
2025-07-25 NP FNDF - Schwab Fundamental International Large Company Index 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 174,609 9.28 12,443 14.36
2025-07-25 NP SCHF - Schwab International 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 333,423 1.85 23,760 6.59
2025-08-11 13F Brown Brothers Harriman & Co 39 3
2025-08-08 13F Geode Capital Management, Llc 1,448,565 20.52 116,420 32.07
2025-07-24 13F Ronald Blue Trust, Inc. 13,622 10.79 1,083 21.71
2025-06-26 NP FZILX - Fidelity ZERO 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 27,767 3.69 1,873 5.11
2025-08-12 13F Country Trust Bank 29 2
2025-07-24 13F Louisbourg Investments Inc. 150 12
2025-08-14 13F Lord, Abbett & Co. Llc 261,886 798.72 21 900.00
2025-07-23 13F Shell Asset Management Co 0 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 49,385 3.85 3,951 14.12
2025-07-14 13F AdvisorNet Financial, Inc 1,384 8.55 110 19.57
2025-08-13 13F Korea Investment CORP 168,013 15.76 13,320 27.07
2025-07-24 13F IFP Advisors, Inc 4,300 0.12 342 10.00
2025-08-14 13F ICONIQ Capital, LLC 4,489 357
2025-08-07 13F Tacita Capital Inc 560 10.45 44 22.22
2025-08-14 13F Erste Asset Management GmbH 18,900 24.34 2,805 161.66
2025-07-28 NP QINT - American Century Quality Diversified International 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 19,376 23.43 1,383 29.98
2025-08-12 13F O'shaughnessy Asset Management, Llc 202,490 5.74 16,094 16.22
2025-08-12 13F Dimensional Fund Advisors Lp 787,442 1.77 62,585 11.86
2025-08-11 13F NewEdge Wealth, LLC 67,594 10.45 5,741 29.74
2025-07-29 NP FEGE - First Eagle Global Equity ETF 62,614 171.22 4,470 185.62
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 700 250.00 47 261.54
2025-08-14 13F Mercer Global Advisors Inc /adv 7,046 560
2025-07-15 13F Ballentine Partners, LLC 3,971 4.86 316 15.38
2025-08-13 13F Bare Financial Services, Inc 24 2
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-07-11 13F Farther Finance Advisors, LLC 3,451 388.81 274 437.25
2025-08-12 13F Proequities, Inc. 0 0
2025-07-21 13F Ameritas Advisory Services, LLC 122 10
2025-08-12 13F Charles Schwab Investment Management Inc 553,610 3.62 43,898 13.76
2025-06-26 NP FDEV - Fidelity Targeted International Factor ETF 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 17,392 42.56 1,171 43.73
2025-07-25 NP DEEF - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 286 201.05 20 233.33
2025-08-27 NP Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 5,043 78.01 401 96.08
2025-07-28 13F Morningstar Investment Management LLC 7,706 1
2025-08-12 13F Mediolanum International Funds Ltd 26,892 81.19 2,142 102.94
2025-07-25 13F Sequoia Financial Advisors, LLC 3,881 1.52 308 11.59
2025-08-07 13F Guardian Partners Inc. 162,727 0.22 13,046 24.00
2025-06-26 NP GLOF - iShares Edge MSCI Multifactor Global 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 2,535 125.94 171 129.73
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 155,521 7.84 10,490 9.36
2025-06-24 NP BBCA - JPMorgan BetaBuilders Canada ETF 583,842 0.15 39,382 1.56
2025-07-23 13F Maryland State Retirement & Pension System 67,867 12.60 5,400 24.08
2025-08-12 13F Deutsche Bank Ag\ 409,726 8.36 32,565 19.09
2025-08-04 13F IFG Advisory, LLC 32,359 0.42 2,572 10.34
2025-08-14 13F Jane Street Group, Llc Call 9,100 723
2025-06-26 NP FFGX - Fidelity Fundamental Global ex-U.S. ETF 3,645 158.69 246 163.44
2025-07-24 13F PDS Planning, Inc 2,983 237
2025-08-14 13F Jane Street Group, Llc 795,627 484.28 63,236 542.12
2025-08-12 13F American Century Companies Inc 98,998 24.02 7,865 36.39
2025-06-26 NP FCLKX - Fidelity Large Cap Stock K6 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 11,304 0.89 762 2.28
2025-08-14 13F PDT Partners, LLC 27,776 22.05 2,208 34.16
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 120 10
2025-07-30 13F IMG Wealth Management, Inc. 353 28
2025-08-14 13F Alliancebernstein L.p. 19,410 1.44 1,543 11.50
2025-08-14 13F Glenmede Investment Management, LP 5,540 440
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors 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 669 1.83 53 12.77
2025-06-30 NP VEU - Vanguard FTSE All-World ex-US 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 321,079 0.17 21,658 1.59
2025-08-14 13F Stifel Financial Corp 106,294 1.24 8,448 11.28
2025-08-13 13F Quantbot Technologies LP 27,582 49.88 2,192 64.81
2025-06-25 NP EIPX - FT Energy Income Partners Strategy ETF 229,370 6.31 15,472 7.81
2025-08-15 13F Captrust Financial Advisors 2,610 207
2025-07-25 13F Cwm, Llc 2,297 2.91 0
2025-08-14 13F SIG North Trading, ULC 15,854 1,260
2025-06-26 NP SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 40,343 157.17 2,721 160.88
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 50,400 4.35 3,996 14.54
2025-08-14 13F Fortress Private Ledger, Llc 5,909 39.07 470 52.77
2025-08-14 13F K2 Principal Fund, L.p. 15,000 1,192
2025-08-14 13F K2 Principal Fund, L.p. Call 25,000 1,987
2025-08-14 13F Hrt Financial Lp 28,920 2
2025-08-28 NP CWI - SPDR(R) MSCI ACWI EX-US 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 29,892 0.35 2,370 10.13
2025-06-26 NP FGRIX - Fidelity Growth & Income Portfolio 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 2,340,526 8.24 157,874 9.77
2025-07-24 NP FSOAX - Fidelity Advisor Value Strategies Class A 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 264,300 18,870
2025-07-29 NP John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 24,718 7.97 1,765 13.66
2025-07-29 NP FEOE - First Eagle Overseas Equity ETF 56,242 450.10 4,015 479.37
2025-08-26 NP IXC - iShares Global Energy 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 104,221 2.03 8,280 12.21
2025-08-14 13F SIG North Trading, ULC Call 50,200 9.85 3,990 20.70
2025-08-14 13F SIG North Trading, ULC Put 34,500 24.55 2,742 36.89
2025-08-07 13F Winch Advisory Services, LLC 420 0.72 33 10.00
2025-06-26 NP FSCJX - Fidelity SAI Canada Equity Index Fund 435,054 77.25 29,345 79.74
2025-08-26 NP GMOI - GMO International Value ETF 2,733 24.40 217 37.34
2025-03-27 NP HRLIX - The Hartford Global Real Asset Fund Class I 5,319 75.08 354 56.19
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 10,269 3.39 836 16.43
2025-08-14 13F Quantinno Capital Management LP 67,459 4.11 5,362 14.40
2025-08-05 13F Simplex Trading, Llc Call 9,800 1,533.33 1
2025-08-13 13F Northern Trust Corp 209,980 5.51 16,689 15.95
2025-08-14 13F Toronto Dominion Bank Call 143,200 8,850.00 11,383 9,798.26
2025-06-27 NP PXF - Invesco FTSE RAFI Developed Markets ex-U.S. 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 17,029 11.72 1,146 12.68
2025-03-27 NP PTIN - Pacer Trendpilot International ETF 1,489 8.53 99 1.02
2025-08-06 13F First Horizon Advisors, Inc. 49 4
2025-07-25 NP UTMAX - Target Managed Allocation Fund 8,997 642
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 231,727 3.81 15,614 4.96
2025-07-28 13F Ritholtz Wealth Management 66,943 2.60 5,321 12.76
Other Listings
DE:IMP € 74.66
CA:IMO CA$ 120.90
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center