Fund shareholders of INVESTEC PLC
ISIN GB00B17BBQ50 · United Kingdom · LEI 2138007Z3U5GWDN3MY22
- Fund shareholders
- 125
- Of which ETFs
- 42 83 other funds
- Value held
- ≈ 685.3M $ 660.9M $ · 232.2M SEK
- Sold short
- 0.4 % market aggregate, as of Aug 20, 2026
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund FlexShares Trust | 14,451 | 126.2K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| AZL DFA International Core Equity Fund Allianz Variable Insurance Products Trust | 13,081 | 104.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Dimensional VA International Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,828 | 112.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| WisdomTree Dynamic International Equity Fund WisdomTree Trust | 12,582 | 100.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Russell Investments Emerging Markets Equity ETF Russell Investments Exchange Traded Funds | 12,410 | 98.8K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Brighthouse/Dimensional International Small Company Portfolio Brighthouse Funds Trust II | 11,871 | 94.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 11,328 | 90.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| M International Equity Fund NORTHERN LIGHTS FUND TRUST II | 11,313 | 90K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| TSW Emerging Markets Fund Perpetual Americas Funds Trust | 11,300 | 90K $ | 1.28 % | as of Jun 30, 2026 ↗ |
| Calvert International Responsible Index ETF Morgan Stanley ETF Trust | 9,558 | 76.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional International Vector Equity ETF Dimensional ETF Trust | 8,541 | 74.6K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 8,449 | 73.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Thrivent International Small Cap ETF Thrivent ETF Trust | 8,407 | 67K $ | 0.33 % | as of Jun 30, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor International Equity ETF PIMCO Equity Series | 7,249 | 57.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Leuthold Global Fund Managed Portfolio Series | 6,421 | 51.1K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Barrow Hanley Emerging Markets Value Fund Perpetual Americas Funds Trust | 6,019 | 47.9K $ | 0.93 % | as of Jun 30, 2026 ↗ |
| SIIT WORLD EQUITY EX-US FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,230 | 28.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| SBH INTERNATIONAL EQUITY FUND Segall Bryant & Hamill Trust | 2,793 | 22.2K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| International Small Company Trust John Hancock Variable Insurance Trust | 2,354 | 18.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Applied Finance IVS International SMID ETF ETF Opportunities Trust | 1,890 | 15.1K $ | 0.33 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 1,581 | 12.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 712 | 5.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust | 647 | 5.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 626 | 5.5K $ | 0.02 % | as of May 31, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 569 | 4.5K $ | 0.02 % | as of Jun 30, 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 | |
|---|---|---|
| First Trust STOXX European Select Dividend Index Fund First Trust Exchange-Traded Fund II | 3.92 % | as of Jun 30, 2026 ↗ |
| CAUSEWAY INTERNATIONAL SMALL CAP FUND CAUSEWAY CAPITAL MANAGEMENT TRUST | 1.47 % | as of Jun 30, 2026 ↗ |
| Transamerica Emerging Markets Equity TRANSAMERICA FUNDS | 1.31 % | as of Jul 31, 2026 ↗ |
| TSW Emerging Markets Fund Perpetual Americas Funds Trust | 1.28 % | as of Jun 30, 2026 ↗ |
| iShares MSCI United Kingdom Small-Cap ETF iShares Trust | 1.12 % | as of May 31, 2026 ↗ |
| Invesco Dorsey Wright Emerging Markets Momentum ETF Invesco Exchange-Traded Fund Trust II | 1.00 % | as of Jul 31, 2026 ↗ |
| First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II | 0.98 % | as of Jun 30, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone International Value Fund Touchstone Strategic Trust | 0.96 % | as of Jun 30, 2026 ↗ |
| Cambria Emerging Shareholder Yield ETF Cambria ETF Trust | 0.95 % | as of Jul 31, 2026 ↗ |
| Barrow Hanley Emerging Markets Value Fund Perpetual Americas Funds Trust | 0.93 % | 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 | 121 | +8 | 77,257,460 | +5.4 % |
| 2026Q2 | 113 | 0 | 73,289,434 | +6.3 % |
| 2026Q1 | 113 | +3 | 68,938,872 | +2.0 % |
| 2025Q4 | 110 | +2 | 67,567,278 | +19.1 % |
| 2025Q3 | 108 | +1 | 56,728,264 | +3.2 % |
| 2025Q2 | 107 | -7 | 54,963,603 | +16.1 % |
| 2025Q1 | 114 | -10 | 47,332,544 | -12.1 % |
| 2024Q4 | 124 | +4 | 53,855,824 | +0.4 % |
| 2024Q3 | 120 | +9 | 53,622,954 | +2.8 % |
| 2024Q2 | 111 | +11 | 52,169,651 | +38.2 % |
| 2024Q1 | 100 | -2 | 37,750,408 | -27.2 % |
| 2023Q4 | 102 | 51,858,679 |
Short sellers of INVESTEC 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 0.4 % as of Jul 30, 2026.
Funds holding the debt of INVESTEC PLC
7 funds declare 12 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Six Circles Global Bond Fund | 2 | 3.2M $ | as of Jun 30, 2026 |
| American Beacon TwentyFour Strategic Income Fund | 2 | 3M $ | as of Jun 30, 2026 |
| iShares Core International Aggregate Bond ETF | 2 | 752.2K $ | as of Jul 31, 2026 |
| Allspring Diversified Income Builder Fund | 1 | 729.3K $ | as of Jun 30, 2026 |
| Nuveen International Aggregate Bond ETF | 2 | 722.9K $ | as of Jun 30, 2026 |
| Symmetry Panoramic Global Systematic Fixed Income Fund | 2 | 377.7K $ | as of May 31, 2026 |
| Global Bond Fund | 1 | 114.5K $ | as of Jun 30, 2026 |
Cite this page
Titelia. "Fund shareholders of INVESTEC PLC". https://titelia.com/en/stocks/investec-plc-GB00B17BBQ50