Netwealth Group Ltd (NWL)

Currency in AUD
16.94
-0.01(-0.06%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
25.24M10.28%433.08M
Other Institutional Investors
15.71M6.40%269.53M
Public Companies & Retail Investors
204.45M83.31%3.51B
Total
245.4M100.00%4.21B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Pinnacle Investment Management Limited2.35%5,776,21499,120
Vanguard Capital Management, LLC1.94%4,758,18781,650
Pinnacle Fund Services Limited1.77%4,354,44974,722
Dimensional Fund Advisors LP1.54%3,789,87365,034
BlackRock, Inc.1.14%2,805,67648,145
Vanguard Investments Australia Limited1.14%2,803,24048,104
Australian Foundation Investment Company Limited1.08%2,641,00045,320
Capital Research and Management Company0.93%2,294,36639,371
BetaShares Capital Limited0.81%1,998,24134,290
Netwealth Investments Ltd.0.65%1,596,82227,401

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Vanguard Australian Shares Index ETF1.01%2,471,18342,406
SMALLCAP World Fund, Inc.0.91%2,231,77338,297
Vanguard STAR Funds - Vanguard Total International Stock ETF0.72%1,757,19230,153
Government Pension Fund Global0.60%1,476,82525,342
BetaShares Australian Quality ETF0.56%1,381,13823,700
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.48%1,186,17420,355
iShares Trust - iShares Core MSCI EAFE ETF0.40%986,11816,922
Dimensional Australian Core Equity Trust (Managed Fund)0.38%929,76915,955
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.37%901,78715,475
Milford Dynamic Fund0.28%691,34111,863
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