Fund shareholders of AJ BELL PLC
ISIN GB00BFZNLB60 · United Kingdom · LEI 213800VNKA7DPWXWJJ36
- Fund shareholders
- 82
- Of which ETFs
- 24 58 other funds
- Value held
- ≈ 377.2M $ 351.8M $ · 241.5M SEK
- Sold short
- 0.3 % market aggregate, as of Aug 20, 2026
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Virtus KAR International Small-Mid Cap Fund Virtus Opportunities Trust | 5,119,506 | 41.5M $ | 5.40 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 4,712,872 | 37.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Brown Capital Management International Small Company Fund Brown Capital Management Mutual Funds | 4,604,610 | 37.4M $ | 5.47 % | as of Jun 30, 2026 ↗ |
| Artisan International Small-Mid Fund Artisan Partners Funds Inc. | 4,528,458 | 36.7M $ | 1.45 % | as of Jun 30, 2026 ↗ |
| Swedbank Robur Small Cap Europe Swedbank Robur Fonder AB | 4,000,000 | 236.1M SEK | 3.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 3,143,299 | 25.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Core MSCI EAFE ETF iShares Trust | 2,388,627 | 18.9M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,978,858 | 15.7M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| THE UNITED KINGDOM SMALL COMPANY SERIES DFA INVESTMENT TRUST CO | 1,506,708 | 11.9M $ | 0.61 % | as of Jul 31, 2026 ↗ |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,221,496 | 9.7M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| iShares MSCI EAFE Small-Cap ETF iShares Trust | 1,218,801 | 9.6M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,105,193 | 8.7M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD EUROPEAN STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 773,604 | 6.1M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Virtus Tactical Allocation Fund Virtus Equity Trust | 755,994 | 6.1M $ | 1.07 % | as of Jun 30, 2026 ↗ |
| Dimensional International Small Cap ETF Dimensional ETF Trust | 708,349 | 5.6M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Schwab International Small-Cap Equity ETF SCHWAB STRATEGIC TRUST | 681,679 | 5.6M $ | 0.10 % | as of May 31, 2026 ↗ |
| Wasatch International Growth Fund WASATCH FUNDS TRUST | 643,626 | 5.2M $ | 3.05 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs International Small Cap Insights Fund Goldman Sachs Trust | 544,402 | 4.3M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI International Developed Markets ETF iShares Trust | 510,362 | 4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI Total International Stock ETF iShares Trust | 508,285 | 4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Rainier International Discovery Series Manning & Napier Fund, Inc. | 398,140 | 3.1M $ | 0.86 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 375,500 | 3.1M $ | 0.00 % | as of May 31, 2026 ↗ |
| International Small Cap Portfolio Bernstein Fund Inc | 364,388 | 3M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 359,857 | 2.8M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 355,026 | 2.9M $ | 0.02 % | as of May 31, 2026 ↗ |
| AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust | 341,700 | 2.8M $ | 1.78 % | as of Jun 30, 2026 ↗ |
| WisdomTree International SmallCap Dividend Fund WisdomTree Trust | 285,999 | 2.3M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 273,853 | 2.2M $ | 1.48 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 248,548 | 2M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 227,141 | 1.8M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional International Core Equity Market ETF Dimensional ETF Trust | 226,022 | 1.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers International Fund Fidelity Rutland Square Trust II | 218,151 | 1.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 208,743 | 1.7M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Multi-Manager International Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 202,711 | 1.7M $ | 0.05 % | as of May 31, 2026 ↗ |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 201,781 | 1.6M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Virtus KAR Global Small-Cap Fund Virtus Investment Trust | 197,161 | 1.6M $ | 4.55 % | as of Jun 30, 2026 ↗ |
| American Beacon IMC International Small Cap Fund AMERICAN BEACON FUNDS | 188,617 | 1.5M $ | 0.74 % | as of Jul 31, 2026 ↗ |
| Fidelity Total International Index Fund Fidelity Salem Street Trust | 186,702 | 1.5M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI Europe ETF iShares Trust | 180,483 | 1.4M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| WisdomTree Europe SmallCap Dividend Fund WisdomTree Trust | 141,205 | 1.1M $ | 0.72 % | as of Jun 30, 2026 ↗ |
| International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 136,933 | 1.1M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 135,706 | 1.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares International Small-Cap Equity Factor ETF iShares Trust | 120,854 | 955.7K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| WisdomTree Dynamic International SmallCap Equity Fund WisdomTree Trust | 113,053 | 917.6K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 107,407 | 849.3K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI International Small Cap Index Fund Fidelity Concord Street Trust | 94,050 | 744.7K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 92,716 | 5.5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 87,150 | 707.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 82,160 | 649.7K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Virtus Tactical Allocation Series Virtus Variable Insurance Trust | 81,396 | 660.2K $ | 1.09 % | as of Jun 30, 2026 ↗ |
| International Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 81,220 | 642.3K $ | 0.20 % | as of Jul 31, 2026 ↗ |
| Wasatch International Opportunities Fund WASATCH FUNDS TRUST | 72,152 | 586K $ | 2.06 % | as of Jun 30, 2026 ↗ |
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 68,834 | 544.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Catholic Responsible Investments International Small-Cap Fund Catholic Responsible Investments Funds | 59,866 | 472.7K $ | 0.40 % | as of Jul 31, 2026 ↗ |
| Brighthouse/Dimensional International Small Company Portfolio Brighthouse Funds Trust II | 59,750 | 484.8K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Dimensional VA International Small Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 59,371 | 469.5K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND | 57,957 | 469.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| SIT International Equity Fund SEI INSTITUTIONAL INTERNATIONAL TRUST | 55,597 | 451.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT INTERNATIONAL EQUITY FUND Thrivent Mutual Funds | 46,741 | 369.6K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust | 40,955 | 323.8K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Morningstar International Equity Fund Morningstar Funds Trust | 40,053 | 316.7K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares International Dividend Growth ETF iShares Trust | 38,551 | 313.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 38,073 | 308.2K $ | 0.03 % | as of May 31, 2026 ↗ |
| iShares MSCI Europe Small-Cap ETF iShares Trust | 36,252 | 286.7K $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Avantis International Small Cap Equity ETF American Century ETF Trust | 34,679 | 280.8K $ | 0.09 % | as of May 31, 2026 ↗ |
| iShares MSCI United Kingdom Small-Cap ETF iShares Trust | 32,934 | 269.2K $ | 0.62 % | as of May 31, 2026 ↗ |
| LVIP Dimensional International Core Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 28,544 | 231.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| THRIVENT INTERNATIONAL EQUITY PORTFOLIO Thrivent Series Fund, Inc. | 25,781 | 209.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Wilshire International Equity Fund Wilshire Mutual Funds Inc | 24,307 | 197.2K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 23,315 | 188.8K $ | 0.04 % | as of May 31, 2026 ↗ |
| VOYA MULTI-MANAGER INTERNATIONAL SMALL CAP FUND Voya Mutual Funds | 20,650 | 163.3K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 19,658 | 160.7K $ | 0.02 % | as of May 31, 2026 ↗ |
| Mercer Non-US Core Equity Fund Mercer Funds | 19,594 | 159.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SIMT Multi-Asset Income Fund SEI INSTITUTIONAL MANAGED TRUST | 17,618 | 143.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree Europe Quality Dividend Growth Fund WisdomTree Trust | 16,112 | 130.8K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Europe ETF SPDR INDEX SHARES FUNDS | 14,860 | 120.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| International Small Company Trust John Hancock Variable Insurance Trust | 13,681 | 111.1K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| AZL DFA International Core Equity Fund Allianz Variable Insurance Products Trust | 11,052 | 89.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Thrivent International Small Cap ETF Thrivent ETF Trust | 3,570 | 29K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund FlexShares Trust | 2,263 | 17.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| First Trust IPOX Europe Equity Opportunities ETF First Trust Exchange-Traded Fund II | 1,326 | 10.8K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 757 | 6.2K $ | 0.02 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Brown Capital Management International Small Company Fund Brown Capital Management Mutual Funds | 5.47 % | as of Jun 30, 2026 ↗ |
| Virtus KAR International Small-Mid Cap Fund Virtus Opportunities Trust | 5.40 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Global Small-Cap Fund Virtus Investment Trust | 4.55 % | as of Jun 30, 2026 ↗ |
| Wasatch International Growth Fund WASATCH FUNDS TRUST | 3.05 % | as of Jun 30, 2026 ↗ |
| Swedbank Robur Small Cap Europe Swedbank Robur Fonder AB | 3.01 % | as of Mar 31, 2026 ↗ |
| Wasatch International Opportunities Fund WASATCH FUNDS TRUST | 2.06 % | as of Jun 30, 2026 ↗ |
| AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust | 1.78 % | as of Jun 30, 2026 ↗ |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 1.48 % | as of Jun 30, 2026 ↗ |
| Artisan International Small-Mid Fund Artisan Partners Funds Inc. | 1.45 % | as of Jun 30, 2026 ↗ |
| Virtus Tactical Allocation Series Virtus Variable Insurance Trust | 1.09 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 80 | +7 | 43,861,239 | -5.3 % |
| 2026Q2 | 73 | +1 | 46,307,604 | -3.3 % |
| 2026Q1 | 72 | -2 | 47,882,996 | +5.1 % |
| 2025Q4 | 74 | 0 | 45,542,914 | +2.8 % |
| 2025Q3 | 74 | +1 | 44,296,525 | +0.9 % |
| 2025Q2 | 73 | +3 | 43,919,264 | +1.0 % |
| 2025Q1 | 70 | +2 | 43,465,759 | -4.8 % |
| 2024Q4 | 68 | 0 | 45,666,189 | +0.3 % |
| 2024Q3 | 68 | +3 | 45,518,356 | -11.4 % |
| 2024Q2 | 65 | +7 | 51,349,506 | +13.1 % |
| 2024Q1 | 58 | -5 | 45,401,708 | -14.2 % |
| 2023Q4 | 63 | 52,895,822 |
Short sellers of AJ BELL PLC
Regulators publish the open short positions in this company. Titelia read them from quivad on Aug 20, 2026: today's figure
This market only publishes an aggregate total, naming no seller. It stood at 0.3 % as of Jun 18, 2026.
Cite this page
Titelia. "Fund shareholders of AJ BELL PLC". https://titelia.com/en/stocks/aj-bell-plc-GB00BFZNLB60