Bituminous Coal and Lignite Surface Mining - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-04 13F-HR/A NRP / Natural Resource Partners L.P. - Limited Partnership Advisor Group Holdings, Inc. 760 608 -20.00
2025-09-04 13F-HR/A BTU / Peabody Energy Advisor Group Holdings, Inc. 10
2025-09-04 13F-HR/A AMR / Alpha Metallurgical Resources Advisor Group Holdings, Inc. 10 23,861 238,510.00
2025-09-04 13F-HR/A BTU / Peabody Energy Advisor Group Holdings, Inc. 13,499 16,267 20.51
2025-09-04 13F-HR/A ARLP / Alliance Resource Partners, L.P. - Limited Partnership Advisor Group Holdings, Inc. 31,871 19,448 -38.98
2025-08-29 NPORT-P MTSMF / Mitsui Matsushima Holdings Co. JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 300 300 0.00
2025-08-29 NPORT-P 601001 / Jinneng Holding Shanxi Coal Industry Co. SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 15,000 15,000 0.00
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF 54,910 54,009 -1.64
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 18,000 18,000 0.00
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 100,935 107,667 6.67
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS 127,000 127,000 0.00
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership Gabelli Dividend & Income Trust 16,000 16,000 0.00
2025-08-29 13F-HR ARLP / Alliance Resource Partners, L.P. - Limited Partnership Total Investment Management Inc 6
2025-08-29 NPORT-P 000552 / Gansu Energy Chemical Co. SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 56,900 56,900 0.00
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership Gabelli Equity Trust Inc 200 200 0.00
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 8,056
2025-08-29 NPORT-P BTU / Peabody Energy MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2,693 4,302 59.75
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 2,110 2,248 6.54
2025-08-29 NPORT-P NC / NACCO Industries JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 700 700 0.00
2025-08-29 NPORT-P NC / NACCO Industries BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 38,972 41,075 5.40
2025-08-29 NPORT-P NC / NACCO Industries JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 776 646 -16.75
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 13,139 13,157 0.14
2025-08-29 NPORT-P BTU / Peabody Energy PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 199,972 212,672 6.35
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 1,561 1,738 11.34
2025-08-29 NPORT-P BTU / Peabody Energy JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 9,665 17,164 77.59
2025-08-29 NPORT-P BTU / Peabody Energy DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 174,526 182,705 4.69
2025-08-29 NPORT-P BTU / Peabody Energy DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 105,792 103,677 -2.00
2025-08-29 NPORT-P BTU / Peabody Energy QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 1,231 1,376 11.78
2025-08-29 NPORT-P 639 / Shougang Fushan Resources Group SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 227,116 193,116 -14.97
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 130,479 130,479 0.00
2025-08-29 NPORT-P NC / NACCO Industries JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 903 786 -12.96
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 210 218 3.81
2025-08-29 NPORT-P BTU / Peabody Energy JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 2,025 2,025 0.00
2025-08-29 NPORT-P BTU / Peabody Energy BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 290,363 315,037 8.50
2025-08-29 NPORT-P NC / NACCO Industries DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 27,281 27,185 -0.35
2025-08-29 NPORT-P 975 / MONGOLIAN MINING CORP USD.01 JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 12,000 12,000 0.00
2025-08-29 NPORT-P BTU / Peabody Energy EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 197,777 197,238 -0.27
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 123 159 29.27
2025-08-29 NPORT-P NC / NACCO Industries SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 1,000 533 -46.70
2025-08-29 NPORT-P BTU / Peabody Energy JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 23,557 23,187 -1.57
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 886 719 -18.85
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources ECML - EA Series Trust - Euclidean Fundamental Value ETF 11,399 11,706 2.69
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources STXK - EA Series Trust - Strive Small-Cap ETF 328 335 2.13
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 1,017 1,317 29.50
2025-08-29 NPORT-P BTU / Peabody Energy SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3,580 3,580 0.00
2025-08-29 NPORT-P BTU / Peabody Energy JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 17,914 18,037 0.69
2025-08-28 NPORT-P NC / NACCO Industries PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 15,960 20,078 25.80
2025-08-28 NPORT-P NC / NACCO Industries IWC - iSHARES TRUST - iShares Micro-Cap ETF 9,061 8,775 -3.16
2025-08-28 NPORT-P NC / NACCO Industries IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 37,290 35,600 -4.53
2025-08-28 NPORT-P NC / NACCO Industries VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 1,450 1,450 0.00
2025-08-28 NPORT-P NC / NACCO Industries SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 1,500 1,500 0.00
2025-08-28 NPORT-P 639 / Shougang Fushan Resources Group SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 252,133 1,244,133 393.44
2025-08-28 NPORT-P NC / NACCO Industries SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 108 108 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 82 82 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 1,005 2,504 149.15
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 0 5,920
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources IWM - iSHARES TRUST - iShares Russell 2000 ETF 293,452 290,932 -0.86
2025-08-28 NPORT-P BTU / Peabody Energy VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 18,303 16,603 -9.29
2025-08-28 NPORT-P BTU / Peabody Energy NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 19,587 17,283 -11.76
2025-08-28 NPORT-P BTU / Peabody Energy IGE - iSHARES TRUST - iShares North American Natural Resources ETF 28,256 27,356 -3.19
2025-08-28 NPORT-P BTU / Peabody Energy USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 180,583 164,184 -9.08
2025-08-28 NPORT-P BTU / Peabody Energy BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 15,030 15,773 4.94
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 65 65 0.00
2025-08-28 NPORT-P NC / NACCO Industries TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 726 87 -88.02
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 94,262 92,912 -1.43
2025-08-28 NPORT-P BTU / Peabody Energy ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 9,650 11,005 14.04
2025-08-28 NPORT-P BTU / Peabody Energy WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 733 733 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources XME - SPDR SERIES TRUST - SPDR(R) S&P(R) Metals & Mining ETF 277,800 362,308 30.42
2025-08-28 NPORT-P JSW / Jastrzebska Spólka Weglowa SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 666 684 2.70
2025-08-28 NPORT-P BTU / Peabody Energy SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 715,314 693,872 -3.00
2025-08-28 NPORT-P NC / NACCO Industries IWM - iSHARES TRUST - iShares Russell 2000 ETF 100,350 91,710 -8.61
2025-08-28 NPORT-P NC / NACCO Industries BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 471 471 0.00
2025-08-28 NPORT-P BTU / Peabody Energy SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 2,578 3,306 28.24
2025-08-28 NPORT-P BTU / Peabody Energy HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 2,609
2025-08-28 NPORT-P BTU / Peabody Energy SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 4,847 4,504 -7.08
2025-08-28 NPORT-P BTU / Peabody Energy XME - SPDR SERIES TRUST - SPDR(R) S&P(R) Metals & Mining ETF 3,197,762 3,804,408 18.97
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 211 220 4.27
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 250 467 86.80
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources WAGNX - PROFESSIONALLY MANAGED PORTFOLIOS - Pabrai Wagons Fund Retail Class 19,000 27,710 45.84
2025-08-28 NPORT-P JSW / Jastrzebska Spólka Weglowa EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 20,010 20,010 0.00
2025-08-28 NPORT-P NRP / Natural Resource Partners L.P. - Limited Partnership FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 7,240 7,696 6.30
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 62,972 60,714 -3.59
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 55 55 0.00
2025-08-28 NPORT-P BTU / Peabody Energy SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 2,219 2,282 2.84
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 2,593 2,966 14.38
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 4,000 3,600 -10.00
2025-08-28 NPORT-P JSW / Jastrzebska Spólka Weglowa SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 14,458 14,458 0.00
2025-08-28 NPORT-P JSW / Jastrzebska Spólka Weglowa QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 54,122 54,122 0.00
2025-08-28 NPORT-P 975 / Mongolian Mining WAGNX - PROFESSIONALLY MANAGED PORTFOLIOS - Pabrai Wagons Fund Retail Class 2,528,000 2,168,000 -14.24
2025-08-28 NPORT-P BTU / Peabody Energy AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 7,184 7,184 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 98,007 30,788 -68.59
2025-08-28 NPORT-P BTU / Peabody Energy GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,963 1,963 0.00
2025-08-28 NPORT-P JSW / Jastrzebska Spólka Weglowa SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 4,116 2,433 -40.89
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 95,821 72,778 -24.05
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 670 1,566 133.73
2025-08-28 NPORT-P BTU / Peabody Energy QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 100,740 100,740 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 4,864 7,251 49.07
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 598 598 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 36,124 34,684 -3.99
2025-08-28 NPORT-P BTU / Peabody Energy SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 21,810 6,216 -71.50
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 25,291 24,216 -4.25
2025-08-28 NPORT-P BTU / Peabody Energy NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 612 612 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 2,268 2,323 2.43
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 12,552 12,808 2.04
2025-08-28 NPORT-P BTU / Peabody Energy SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 2,767 2,767 0.00
2025-08-28 NPORT-P BTU / Peabody Energy TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 14,265 25,164 76.40
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4 4 0.00
2025-08-28 NPORT-P BTU / Peabody Energy ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 144,995 148,579 2.47
2025-08-28 NPORT-P BTU / Peabody Energy SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 20,240 20,680 2.17
2025-08-28 NPORT-P 639 / Shougang Fushan Resources Group EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 2,506,374 2,506,374 0.00
2025-08-28 NPORT-P BTU / Peabody Energy IWM - iSHARES TRUST - iShares Russell 2000 ETF 3,275,106 3,053,231 -6.77
2025-08-28 NPORT-P BTU / Peabody Energy SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 745 745 0.00
2025-08-28 NPORT-P BTU / Peabody Energy TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,909 1,909 0.00
2025-08-28 NPORT-P BTU / Peabody Energy SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 1,048,265 1,033,565 -1.40
2025-08-28 NPORT-P BTU / Peabody Energy New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 17,529 15,704 -10.41
2025-08-28 NPORT-P 639 / Shougang Fushan Resources Group QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 14,662,000 17,180,000 17.17
2025-08-28 NPORT-P BTU / Peabody Energy SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 46,303 39,803 -14.04
2025-08-28 NPORT-P PBE / Peabody Energy SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 106,595 0 -100.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 14,907 22,112 48.33
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 1,378 1,488 7.98
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 1,248 1,958 56.89
2025-08-28 NPORT-P BTU / Peabody Energy VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4,879 5,278 8.18
2025-08-28 NPORT-P 639 / Shougang Fushan Resources Group GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 573,136 507,136 -11.52
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 237 323 36.29
2025-08-28 NPORT-P BTU / Peabody Energy AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 34,727 23,273 -32.98
2025-08-28 NPORT-P BTU / Peabody Energy IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 1,119,274 1,084,261 -3.13
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 4,881 4,151 -14.96
2025-08-28 NPORT-P 1518 / Mitsui Matsushima Holdings Co. GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 8,400 8,400 0.00
2025-08-28 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 16,040 6,619 -58.73
2025-08-28 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 11,502 13,230 15.02
2025-08-28 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership BCOR - Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF 6,848
2025-08-27 13F-HR/A ARLP / Alliance Resource Partners, L.P. - Limited Partnership Squarepoint Ops LLC 37,600 37,600 0.00
2025-08-27 NPORT-P 1518 / Mitsui Matsushima Holdings Co. Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 2,100 1,400 -33.33
2025-08-27 13F-HR/A ARCH / Arch Resources Squarepoint Ops LLC 3,900 0 -100.00
2025-08-27 NPORT-P 601001 / Jinneng Holding Shanxi Coal Industry Co. JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 13,300 13,300 0.00
2025-08-27 13F-HR/A ARLP / Alliance Resource Partners, L.P. - Limited Partnership Squarepoint Ops LLC 44,300 37,600 -15.12
2025-08-27 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership FORH - ETF Opportunities Trust - Formidable ETF 27,473 25,989 -5.40
2025-08-27 13F-HR/A ARCH / Arch Resources Squarepoint Ops LLC 32,000 0 -100.00
2025-08-27 NPORT-P NC / NACCO Industries RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 7 6 -14.29
2025-08-27 NPORT-P NC / NACCO Industries RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 1 -50.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 328,724 341,465 3.88
2025-08-27 NPORT-P NC / NACCO Industries Advanced Series Trust - Ast Small-cap Growth Portfolio 1,370 1,370 0.00
2025-08-27 NPORT-P NC / NACCO Industries VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 2,823 2,823 0.00
2025-08-27 NPORT-P NC / NACCO Industries Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 500 500 0.00
2025-08-27 NPORT-P NC / NACCO Industries VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 3,373 1,970 -41.60
2025-08-27 NPORT-P NC / NACCO Industries Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 1,471 1,471 0.00
2025-08-27 NPORT-P NC / NACCO Industries JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1,750 1,750 0.00
2025-08-27 NPORT-P NC / NACCO Industries RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 10 9 -10.00
2025-08-27 NPORT-P NC / NACCO Industries VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 121,254 121,254 0.00
2025-08-27 NPORT-P NC / NACCO Industries RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 20 20 0.00
2025-08-27 NPORT-P NC / NACCO Industries VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 60,429 60,429 0.00
2025-08-27 NPORT-P NC / NACCO Industries BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 1,828 1,828 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 259,533 256,405 -1.21
2025-08-27 13F-HR/A BTU / Peabody Energy Squarepoint Ops LLC 216,800 50,600 -76.66
2025-08-27 13F-HR/A BTU / Peabody Energy Squarepoint Ops LLC 62,088 569,803 817.73
2025-08-27 13F-HR/A BTU / Peabody Energy Squarepoint Ops LLC 220,300 216,800 -1.59
2025-08-27 NPORT-P BTU / Peabody Energy Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 8,051 4,788 -40.53
2025-08-27 13F-HR/A BTU / Peabody Energy Squarepoint Ops LLC 106,800 250,200 134.27
2025-08-27 NPORT-P BTU / Peabody Energy RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 170 172 1.18
2025-08-27 NPORT-P BTU / Peabody Energy SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 2,148 1,583 -26.30
2025-08-27 NPORT-P BTU / Peabody Energy PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 16,350 16,350 0.00
2025-08-27 NPORT-P BTU / Peabody Energy Nuveen S&p 500 Dynamic Overwrite Fund 6,958 4,711 -32.29
2025-08-27 NPORT-P BTU / Peabody Energy RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 615 624 1.46
2025-08-27 NPORT-P BTU / Peabody Energy RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3,921 3,693 -5.81
2025-08-27 NPORT-P BTU / Peabody Energy RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 283 287 1.41
2025-08-27 NPORT-P BTU / Peabody Energy VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 57,773 57,773 0.00
2025-08-27 NPORT-P BTU / Peabody Energy RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 5,144 5,038 -2.06
2025-08-27 NPORT-P BTU / Peabody Energy RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 32 33 3.12
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 70,931 66,901 -5.68
2025-08-27 NPORT-P BTU / Peabody Energy Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 45,329 45,329 0.00
2025-08-27 NPORT-P BTU / Peabody Energy ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 3,867 3,867 0.00
2025-08-27 NPORT-P BTU / Peabody Energy Advanced Series Trust - Ast Small-cap Growth Portfolio 18,151 15,134 -16.62
2025-08-27 NPORT-P BTU / Peabody Energy ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 2,100 18,400 776.19
2025-08-27 NPORT-P BTU / Peabody Energy ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 40,478 39,719 -1.88
2025-08-27 NPORT-P BTU / Peabody Energy JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 37,525 40,482 7.88
2025-08-27 13F-HR/A AMR / Alpha Metallurgical Resources Squarepoint Ops LLC 17,496 18,263 4.38
2025-08-27 NPORT-P BTU / Peabody Energy LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 551 708 28.49
2025-08-27 13F-HR/A AMR / Alpha Metallurgical Resources Squarepoint Ops LLC 12,000 20,300 69.17
2025-08-27 13F-HR/A AMR / Alpha Metallurgical Resources Squarepoint Ops LLC 18,263 6,779 -62.88
2025-08-27 NPORT-P BTU / Peabody Energy Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 43,203 82,295 90.48
2025-08-27 NPORT-P BTU / Peabody Energy VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 1,867,602 1,805,711 -3.31
2025-08-27 NPORT-P BTU / Peabody Energy BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 57,446 58,577 1.97
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 2,148 738 -65.64
2025-08-27 NPORT-P BTU / Peabody Energy PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 108,300 108,300 0.00
2025-08-27 13F-HR/A AMR / Alpha Metallurgical Resources Squarepoint Ops LLC 23,500 11,200 -52.34
2025-08-27 NPORT-P BTU / Peabody Energy NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 2,878,494 2,833,099 -1.58
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class 400 519 29.75
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 15 16 6.67
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 438 438 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 165 165 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 187 152 -18.72
2025-08-27 NPORT-P BTU / Peabody Energy VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 69,910 69,910 0.00
2025-08-27 NPORT-P JSW / Jastrzebska Spólka Weglowa VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 434,382 463,503 6.70
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources RYDEX VARIABLE TRUST - Basic Materials Variable Annuity 103 123 19.42
2025-08-27 NPORT-P BTU / Peabody Energy JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 46,422 50,809 9.45
2025-08-27 NPORT-P BTU / Peabody Energy RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 3,530 3,141 -11.02
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,945 2,664 36.97
2025-08-27 NPORT-P BTU / Peabody Energy THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 89,244 89,414 0.19
2025-08-27 NPORT-P BTU / Peabody Energy VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 3,742,669 3,774,256 0.84
2025-08-27 NPORT-P BTU / Peabody Energy JNL SERIES TRUST - JNL Small Cap Index Fund (I) 212,021 207,107 -2.32
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 3 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources JNL SERIES TRUST - JNL Small Cap Index Fund (I) 18,908 18,908 0.00
2025-08-27 NPORT-P BTU / Peabody Energy JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 20,688 20,688 0.00
2025-08-27 13F-HR/A AMR / Alpha Metallurgical Resources Impala Asset Management LLC 0 14,000
2025-08-27 NPORT-P BTU / Peabody Energy SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7,050 10,136 43.77
2025-08-27 13F-HR/A BTU / Peabody Energy Squarepoint Ops LLC 250,200 83,800 -66.51
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 26 27 3.85
2025-08-27 NPORT-P BTU / Peabody Energy Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 160,200 175,500 9.55
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 56 60 7.14
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1,397 2,476 77.24
2025-08-27 13F-HR/A AMR / Alpha Metallurgical Resources Squarepoint Ops LLC 11,200 0 -100.00
2025-08-27 NPORT-P BTU / Peabody Energy SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 524 524 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 1,817 1,817 0.00
2025-08-27 NPORT-P BTU / Peabody Energy RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 1,651 1,536 -6.97
2025-08-27 NPORT-P 975 / Mongolian Mining Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 63,000 63,000 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 512 670 30.86
2025-08-27 NPORT-P CLDPQ / CLOUD PEAK ENERGY TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 7,963 7,963 0.00
2025-08-27 NPORT-P 975 / Mongolian Mining ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 30,000 30,000 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 3,517 3,540 0.65
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3,939 4,219 7.11
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 864 518 -40.05
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources Advanced Series Trust - Ast Small-cap Growth Portfolio 1,566 1,566 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 5,181 5,181 0.00
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 8,031 8,062 0.39
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 4,668 3,957 -15.23
2025-08-27 13F-HR/A BTU / Peabody Energy Squarepoint Ops LLC 569,803 289,459 -49.20
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 178 175 -1.69
2025-08-27 NPORT-P AMR / Alpha Metallurgical Resources TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 5,904 5,904 0.00