MDCKF Institutional Ownership, Buyers

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in CHAPTERS Group AG include VIAAX - Vanguard International Dividend Appreciation Index Fund Admiral Shares, TCMIX - AMG TimesSquare International Small Cap Fund Class Z, BNIVX - Barrow Hanley International Value Fund Institutional Shares, WSML - iShares MSCI World Small-Cap ETF, and O'Brien Greene & Co. Inc .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-08-29	NP	TCMIX - AMG TimesSquare International Small Cap Fund Class Z	186,900		1,450
2025-06-26	NP	IEUR - iShares Core MSCI Europe ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	117,744	28.99	629	74.93
2025-08-06	13F	O'Brien Greene & Co. Inc	8,262		406
2025-06-30	NP	VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	630,601	22.70	3,368	66.57
2025-05-30	NP	WAR - U.S. Global Technology and Aerospace & Defense ETF	21,711	211.49	104	267.86
2025-08-27	NP	NATO - Themes Transatlantic Defense ETF	5,101	83.56	40	200.00
2025-06-26	NP	Dfa Investment Trust Co - The United Kingdom Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	900,564	3.57	4,810	40.60
2025-06-26	NP	DFIS - Dimensional International Small Cap ETF	259,517	7.19	1,383	44.21
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	19,598		105
2025-04-28	NP	NIOAX - Neuberger Berman International Small Cap Fund Class A	17,386	17.51	82	22.73
2025-06-26	NP	IEUS - iShares MSCI Europe Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	20,988	12.74	112	53.42
2025-06-26	NP	SCZ - iShares MSCI EAFE Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	859,706	2.93	4,592	39.71
2025-07-28	NP	AVDS - Avantis International Small Cap Equity ETF	10,428	80.73	68	148.15
2025-07-30	NP	SHLD - Global X Defense Tech ETF	1,651,217	122.01	10,755	207.55
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF	15,834		103
2025-03-28	NP	GICIX - Goldman Sachs International Small Cap Insights Fund Institutional	881,701	5.08	3,470	-10.36
2025-07-28	NP	AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	147,467	6.77	959	47.77
2025-08-26	NP	BNIVX - Barrow Hanley International Value Fund Institutional Shares	16,948		131
2025-06-30	NP	VIAAX - Vanguard International Dividend Appreciation Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	459,297		2,453
2025-08-27	NP	VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2,422,647	2.59	18,800	65.35
2025-06-26	NP	IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,656,718	3.93	8,849	41.09
2025-03-27	NP	NTKLX - Voya Multi-Manager International Small Cap Fund Class A	28,989		114

MDCKF / CHAPTERS Group AG - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers

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