![]() SPWIX - Simt Small Cap Growth Fund Class I NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class JSIVX - Janus Henderson Small Cap Value Fund Class L TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity To prevent confusion, we now only show current owners - that is - owners that have filed within the last year. However, funds sometimes exit positions without submitting a closing filing (ie, they wind down), so displaying the full history sometimes resulted in confusion about the current ownership. In general, entities that are required to file 13D/G filings must file at least annually before submitting a closing filing. Previously, we were showing the full history of 13D/G filings. Note: As of May 16, 2021, we no longer show owners that have not filed a 13D/G within the last year. This means that share ownership of 13D/G filings and 13F filings are oftentimes not directly comparable, so we present them separately. This results in situations where an investor may file a 13D/G reporting one value for the total shares (representing all the shares owned by the investor group), but then file a 13F reporting a different value for the total shares (representing strictly their own ownership). 13D/G filings can be filed by groups of investors (with one leading), whereas 13F filings cannot. We present 13D/G filings separately from the 13F filings because of the different treatement by the SEC. The share price as of Decemis 215.89 / share. Schedule 13G indicates a passive investment of over 5%. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. Įncore Wire Corporation (NASDAQ:WIRE) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Small Cap Value Portfolio - Institutional Class, Pacer Advisors, Inc., and NAESX - Vanguard Small-Cap Index Fund Investor Shares. These institutions hold a total of 20,327,629 shares.īlackRock Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, IJR - iShares Core S&P Small-Cap ETF, State Street Corp, Lsv Asset Management, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, DFSVX - U.s. 751 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC).
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