TPLC - Timothy Plan US Large Cap Core ETF and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total valueĬambridge Investment Research Advisors, Inc. ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc.

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. 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. (NYSE:RKT) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. These institutions hold a total of 114,199,703 shares.įmr Llc, Vanguard Group Inc, Boston Partners, Jpmorgan Chase & Co, JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A, BlackRock Inc., Technology Crossover Management X, Ltd., Caledonia (Private) Investments Pty Ltd, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Capital World Investors. 450 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC).

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