Kosmos Energy Ltd (KOS) Ownership

6.81 ↑0.50 (7.92%)
As of Market Close on May 13th, 2022.

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Kosmos Energy Ltd (KOS), owning a total of 57.5 million shares. Combined, the top 88 institutional holders of KOS own 257.73% of the company with a total of 1.1 billion shares.

In the latest ownership report, the top 88 institutional holders have increased their combined ownership of KOS by 64.2 million shares, a 5.48% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc14.092%-5.453%57,501,840-3,316,3512021-03-31
FMR Inc12.305%-12.591%50,261,715-7,240,1252021-06-30
BlackRock Inc10.990%-5.869%44,845,700-2,796,0362021-03-31
FMR Inc10.670%22.510%48,577,6818,925,5302021-12-31
BlackRock Inc9.932%-9.534%40,570,156-4,275,5442021-06-30
BlackRock Inc9.159%5.962%41,696,7732,345,9902021-12-31
FMR Inc8.775%-21.109%39,652,151-10,609,5642021-09-30
Vaughan Nelson Scarbrgh & Mccullough LP7.126%3.072%29,076,532866,6712021-03-31
Vaughan Nelson Scarbrgh & Mccullough LP6.630%-6.864%27,080,769-1,995,7632021-06-30
Grantham, Mayo, Van Otterloo & Co., LLC6.347%36.527%28,680,3287,673,1822021-09-30
Grantham, Mayo, Van Otterloo & Co., LLC6.178%-1.931%28,126,664-553,6642021-12-31
Vaughan Nelson Scarbrgh & Mccullough LP5.931%0.954%27,001,577255,0802021-12-31
Vaughan Nelson Scarbrgh & Mccullough LP5.919%-1.234%26,746,497-334,2722021-09-30
Grantham, Mayo, Van Otterloo & Co., LLC5.143%9.013%21,007,1461,736,8462021-06-30
Hotchkis & Wiley Capital Management LLC5.118%13.179%23,299,6442,713,0802021-12-31
State Street Corporation4.843%3.234%19,781,082619,6442021-06-30
Grantham, Mayo, Van Otterloo & Co., LLC4.723%-5.219%19,270,300-1,061,1782021-03-31
State Street Corporation4.696%61.811%19,161,4387,319,5892021-03-31
Hotchkis & Wiley Capital Management LLC4.556%19.880%20,586,5643,413,8802021-09-30
State Street Corporation4.552%2.428%20,722,304491,2302021-12-31
State Street Corporation4.477%2.275%20,231,074449,9922021-09-30
Hotchkis & Wiley Capital Management LLC4.204%8.020%17,172,6841,275,0302021-06-30
Hotchkis & Wiley Capital Management LLC3.896%-1.526%15,897,654-246,3302021-03-31
Fidelity International Ltd3.891%3.999%15,875,954610,5192020-12-31
D. E. Shaw & Co LP3.514%78.910%16,000,0007,056,9672021-12-31
Wellington Management Company LLP3.266%-6.860%13,326,144-981,5532021-03-31
Vanguard Group Inc3.004%12.823%13,674,3491,554,1632021-12-31
Vanguard Group Inc2.893%14.923%11,816,8271,534,4652021-06-30
Boston Partners Global Investors, Inc2.706%4.915%11,051,339517,6932021-06-30
Vanguard Group Inc2.682%2.567%12,120,186303,3592021-09-30
Boston Partners Global Investors, Inc2.582%0.000%10,533,64610,533,6462021-03-31
Vanguard Group Inc2.520%7.986%10,282,362760,4042021-03-31
Boston Partners Global Investors, Inc2.492%3.329%11,344,567365,5022021-12-31
Boston Partners Global Investors, Inc2.430%-0.654%10,979,065-72,2742021-09-30
M&G INVESTMENT MANAGEMENT LTD2.298%-31.616%9,376,834-4,335,2562021-03-31
Maple Rock Capital Partners, Inc.2.290%160.625%10,425,0006,425,0002021-12-31
M&G INVESTMENT MANAGEMENT LTD2.123%15.374%9,593,3091,278,3132021-09-30
Millennium Management LLC2.076%263.359%8,478,6936,145,2702021-06-30
KEY GROUP HOLDINGS (CAYMAN), LTD.2.071%0.000%9,429,9929,429,9922021-12-31
M&G INVESTMENT MANAGEMENT LTD2.036%-11.324%8,314,996-1,061,8382021-06-30
D. E. Shaw & Co LP1.979%506.455%8,943,0337,468,3922021-09-30
Geode Capital Management, LLC1.861%11.836%7,601,588804,5022021-06-30
Dimensional Fund Advisors, Inc.1.785%18.525%7,290,9981,139,5282021-06-30
CDC Ixis Asset Management1.760%0.000%7,181,10002021-03-31
CDC Ixis Asset Management1.758%0.000%7,181,10002021-06-30
Geode Capital Management, LLC1.748%2.712%7,959,097210,1642021-12-31
Geode Capital Management, LLC1.715%1.938%7,748,933147,3452021-09-30
Geode Capital Management, LLC1.666%5.001%6,797,086323,7272020-12-31
CDC Ixis Asset Management1.633%3.736%7,436,325267,7952021-12-31
CDC Ixis Asset Management1.586%-0.175%7,168,530-12,5702021-09-30
Natixis Advisors, LLC.1.574%3.051%6,428,161190,3282021-06-30
Natixis Advisors, L.P.1.529%10.903%6,237,833613,2332021-03-31
Natixis Advisors, LLC.1.527%10.903%6,237,833613,2332021-03-31
Dimensional Fund Advisors, Inc.1.508%81.894%6,151,4702,769,5662021-03-31
Dimensional Fund Advisors, Inc.1.469%9.459%6,692,364578,3052022-03-31
Natixis Advisors, LLC.1.448%1.766%6,541,669113,5082021-09-30
Natixis Advisors, LLC.1.447%0.679%6,586,08344,4142021-12-31
Dimensional Fund Advisors, Inc.1.343%-16.736%6,070,808-1,220,1902021-09-30
Dimensional Fund Advisors, Inc.1.343%0.712%6,114,05943,2512021-12-31
Maple Rock Capital Partners, Inc.1.294%0.000%5,286,0005,286,0002021-06-30
Charles Schwab Investment Management Inc1.204%4.206%4,917,381198,4972021-06-30
Charles Schwab Investment Management Inc1.201%6.527%5,465,322334,8772021-12-31
Charles Schwab Investment Management Inc1.157%6.701%4,718,884296,3652021-03-31
Charles Schwab Investment Management Inc1.135%4.333%5,130,445213,0642021-09-30
Northern Trust Corp1.085%2.275%4,432,46398,6112021-06-30
Northern Trust Corp1.062%-7.353%4,333,852-343,9542021-03-31
Northern Trust Corp1.013%7.843%4,610,557335,2942021-12-31
Northern Trust Corp0.946%-3.547%4,275,263-157,2002021-09-30
Maple Rock Capital Partners, Inc.0.885%-24.328%4,000,000-1,286,0002021-09-30
Merewether Investment Management, LP0.824%0.000%3,750,0003,750,0002021-12-31
Nuveen Asset Management, LLC0.811%-1.312%3,310,606-44,0142021-03-31
First Trust Advisors L.P.0.758%5,837.990%3,448,4893,390,4142021-12-31
Nuveen Asset Management, LLC0.702%-13.440%2,865,666-444,9402021-06-30
JPMorgan Chase & Co0.673%38.472%2,747,215763,2712021-06-30
Jacobs Levy Equity Management, Inc.0.662%-34.345%2,700,911-1,412,8912021-03-31
Schroder Investment Management Group0.631%-52.238%2,573,612-2,814,8122021-03-31
Schroder Investment Management Group0.630%0.000%2,573,61202021-06-30
American Century Companies Inc0.614%22.326%2,795,318510,1852022-03-31
Millennium Management LLC0.572%-21.090%2,333,423-623,6472021-03-31
Two Sigma Investments LLC0.522%59.335%2,377,769885,4642021-12-31
Bank of New York Mellon Corp0.508%1.868%2,074,18038,0422021-03-31
Ninety One UK Limited0.506%-19.226%2,064,693-491,4302021-03-31
JPMorgan Chase & Co0.506%-16.836%2,284,704-462,5112021-09-30
American Century Companies Inc0.502%106.105%2,285,1331,176,4132021-12-31
FIRST SABREPOINT CAPITAL MANAGEMENT LP0.477%49.793%2,172,000722,0002021-12-31
Millennium Management LLC0.359%-80.879%1,621,216-6,857,4772021-09-30
Security National Bank0.341%0.000%1,541,4961,541,4962021-09-30
Acadian Asset Management LLC0.341%-13.415%1,538,822-238,4132021-09-30

Mutual Fund Ownership

GMO Resources III is the biggest individual fund holder of Kosmos Energy Ltd (KOS), owning a total of 22.5 million shares. Combined, the top 220 mutual fund holders of KOS own 346.43% of the company with a total of 1.5 billion shares.

In the latest ownership report, the top 220 mutual funds have increased their combined ownership of KOS by 13.2 million shares, a 0.87% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
GMO Resources III5.500%0.996%22,465,401221,6012021-08-31
GMO Resources III5.451%30.347%22,243,8005,178,7002021-05-31
GMO Resources III5.403%8.673%24,413,9011,948,5002021-11-30
GMO Resources Strategy5.353%0.000%24,189,40124,189,4012021-12-31
GMO Resources III4.546%-15.232%20,695,301-3,718,6002022-02-28
GMO Resources III4.493%-17.513%18,348,301-3,895,4992021-06-30
GMO Resources Strategy4.351%-18.102%19,810,601-4,378,8002022-03-31
GMO Resources III4.182%25.102%17,065,1003,424,1002021-02-28
Fidelity® Series Large Cap Stock3.893%-1.414%15,885,578-227,8002021-05-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.634%1.199%16,551,755196,1702022-04-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.621%-0.356%16,492,904-58,8512022-04-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.593%-0.359%16,355,585-58,8512022-04-28
Fidelity® Series Large Cap Stock3.563%-8.485%14,537,678-1,347,9002021-06-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.524%0.245%16,041,65539,2342022-03-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.515%-2.838%16,002,421-467,4252022-03-30
Fidelity® Series Large Cap Stock3.508%-1.423%14,330,835-206,8432021-07-31
Fidelity® Series Large Cap Stock3.508%0.000%14,330,83502021-08-31
Fidelity® Series Large Cap Stock3.173%0.000%14,330,83502021-09-30
Fidelity® Series Large Cap Stock3.062%4.638%13,837,535613,3002021-12-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.038%-1.983%13,727,204-277,7762022-01-31
Fidelity® Series Large Cap Stock2.926%1.714%13,224,235222,8002021-11-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.920%-0.373%11,928,370-44,6972021-09-30
Fidelity® Series Large Cap Stock2.877%-9.277%13,001,435-1,329,4002021-10-31
Fidelity® Series Large Cap Stock2.861%-5.857%13,027,135-810,4002022-01-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.855%-0.797%12,995,998-104,3582022-02-28
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.815%-0.272%12,718,668-34,7122021-12-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.810%-1.956%11,466,502-228,7762021-06-30
Fidelity® Series Large Cap Stock2.797%-2.268%12,731,735-295,4002022-02-28
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.784%-1.092%12,579,820-138,8482021-12-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.772%1.326%11,318,696148,1702021-07-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.754%-0.120%11,237,876-13,4702021-07-28
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.738%-0.599%11,170,526-67,3502021-07-30
Fidelity® Series Large Cap Stock2.716%-2.842%12,369,935-361,8002022-03-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.631%-1.521%11,881,525-183,4682021-10-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.601%-1.158%11,743,924-137,6012021-10-31
iShares Russell 2000 ETF2.304%0.279%9,411,58026,1462021-09-30
iShares Russell 2000 ETF2.295%-0.414%10,370,431-43,1342021-12-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.285%-0.575%9,332,613-54,0122021-08-31
iShares Russell 2000 ETF2.281%0.493%9,316,22445,7142021-08-31
iShares Russell 2000 ETF2.281%0.064%10,305,7306,6362021-12-31
iShares Russell 2000 ETF2.260%-0.723%9,221,646-67,1882021-06-30
iShares Russell 2000 ETF2.241%-0.965%10,204,269-99,4742022-03-30
iShares Russell 2000 ETF2.239%-0.592%10,194,153-60,6962022-02-28
iShares Russell 2000 ETF2.238%-1.023%10,111,627-104,5172022-01-31
iShares Russell 2000 ETF2.234%-0.314%10,172,235-32,0342022-03-31
iShares Russell 2000 ETF2.234%-0.699%9,114,756-64,1342021-07-30
iShares Russell 2000 ETF2.217%0.356%9,044,51432,0672021-07-28
Fidelity Special Situations2.214%19.834%10,005,9821,656,0832021-10-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.213%-2.319%9,999,099-237,3382021-11-30
Fidelity Special Situations2.198%0.000%10,005,98202021-11-30
Fidelity Special Situations2.198%0.000%10,005,98202021-12-31
iShares Russell 2000 ETF2.182%0.770%9,934,50975,8702022-04-27
iShares Russell 2000 ETF2.164%-1.233%9,856,953-123,0782022-04-29
iShares Russell 2000 ETF2.145%-0.016%9,694,572-1,5382021-11-30
iShares Russell 2000 ETF2.108%0.308%9,520,77829,2222021-10-29
Cobas Selección C FI2.099%14.120%9,477,5591,172,6692021-09-30
Fidelity Special Situations2.046%0.000%8,349,89902021-03-31
Fidelity Special Situations2.046%0.000%8,349,89902021-04-30
Fidelity Special Situations2.045%0.000%8,349,89902021-05-31
Fidelity Special Situations2.044%0.000%8,349,89902021-06-30
Fidelity Special Situations2.044%0.000%8,349,89902021-07-31
Strategic Advisers® Fidelity US TtlStk2.034%-0.023%8,300,000-1,9002021-05-31
Cobas Selección C FI2.034%9.790%8,304,890740,5122021-06-30
Cobas Selección C FI1.953%-6.869%8,826,582-650,9772021-12-31
Strategic Advisers® Fidelity US TtlStk1.860%13.262%8,468,527991,6002022-01-31
Cobas Selección C FI1.854%-12.694%7,564,378-1,099,8602021-03-31
CLI Fidelity Spec Situations A1.848%0.000%8,349,89902021-08-31
Fidelity Special Situations1.848%0.000%8,349,89902021-08-31
Fidelity Special Situations1.848%0.000%8,349,89902021-09-30
Strategic Advisers® Fidelity US TtlStk1.817%1.021%8,274,82783,6002022-03-31
Fidelity Special Situations1.813%-17.458%8,259,097-1,746,8852022-01-31
Strategic Advisers® Fidelity US TtlStk1.799%-3.275%8,191,227-277,3002022-02-28
BGF World Energy A21.752%-17.806%7,149,432-1,548,8002021-03-31
BGF World Energy A21.752%0.000%7,149,43202021-04-30
Strategic Advisers® Fidelity US TtlStk1.748%-14.070%7,132,200-1,167,8002021-06-30
BGF World Energy A21.746%-0.283%7,129,182-20,2502021-05-31
Fidelity® Balanced1.669%-0.113%6,810,494-7,6992021-02-28
Strategic Advisers® Fidelity US TtlStk1.655%11.918%7,476,927796,2002021-12-31
BGF World Energy A21.632%0.574%6,664,82838,0502021-07-31
BGF World Energy A21.622%-7.310%6,626,778-522,6542021-06-30
Cobas Internacional C FI1.577%16.414%7,121,7371,004,1642021-09-30
Strategic Advisers® Fidelity US TtlStk1.547%-11.379%6,320,627-811,5732021-07-31
Cobas Internacional C FI1.513%-4.005%6,836,520-285,2172021-12-31
BGF World Energy A21.510%21.383%6,824,3471,202,2012021-10-31
Strategic Advisers® Fidelity US TtlStk1.504%-2.815%6,142,727-177,9002021-08-31
Cobas Internacional C FI1.498%15.191%6,117,573806,7462021-06-30
Strategic Advisers® Fidelity US TtlStk1.478%9.651%6,680,727588,0002021-11-30
Vanguard Extended Market Index Investor1.440%0.131%5,883,2707,6802021-08-31
Vanguard Extended Market Index Investor1.438%1.939%5,875,590111,7822021-07-31
BGF World Energy A21.428%-3.151%6,454,846-209,9822021-08-31
Vanguard Extended Market Index Investor1.413%-1.214%5,763,808-70,8312021-06-30
Vanguard Extended Market Index Investor1.366%-5.146%5,580,543-302,7272021-09-30
Strategic Advisers® Fidelity US TtlStk1.360%0.000%6,142,72702021-09-30
First Trust Nasdaq Oil & Gas ETF1.349%-0.340%6,139,758-20,9312022-04-28
Strategic Advisers® Fidelity US TtlStk1.348%-0.814%6,092,727-50,0002021-10-31
First Trust Nasdaq Oil & Gas ETF1.348%0.000%6,139,75802022-04-29
First Trust Nasdaq Oil & Gas ETF1.329%0.347%6,049,05720,9312022-03-31
First Trust Nasdaq Oil & Gas ETF1.324%-0.461%6,028,126-27,9082022-03-30
Vanguard Extended Market Index Investor1.320%8.401%5,964,719462,2762021-12-31
Vanguard Extended Market Index Investor1.315%1.076%5,987,67363,7152022-03-31
Vanguard Extended Market Index Investor1.304%-1.184%5,894,091-70,6282022-01-31
Cobas Internacional C FI1.302%-12.357%5,310,827-748,7702021-03-31
Vanguard Extended Market Index Investor1.301%0.507%5,923,95829,8672022-02-28
BGF World Energy A21.244%-15.160%5,622,146-1,004,6322021-09-30
American Beacon Small Cp Val R51.244%12.601%5,663,535633,7882022-02-28
American Beacon Small Cp Val R51.244%0.000%5,663,53502022-03-31
Vanguard Extended Market Index Investor1.238%0.189%5,591,07210,5292021-10-31
Fidelity® Growth & Income1.232%0.000%5,025,97502021-05-31
Vanguard Extended Market Index Investor1.218%-1.585%5,502,443-88,6292021-11-30
M&G Global Emerging Markets GBP I Acc1.180%-8.999%4,816,597-476,3332021-03-31
Fidelity® Growth & Income1.175%-4.598%4,794,875-231,1002021-06-30
M&G Global Emerging Markets GBP I Acc1.170%-0.921%4,772,225-44,3722021-04-30
Fidelity® Growth & Income1.157%-1.479%4,723,975-70,9002021-07-31
Fidelity® Growth & Income1.157%0.000%4,723,97502021-08-31
Hotchkis & Wiley Mid-Cap Value I1.143%10.622%4,668,920448,3002021-08-31
BGF World Energy A21.128%-24.750%5,135,297-1,689,0502021-11-30
BGF World Energy A21.110%-1.638%5,051,197-84,1002021-12-31
American Beacon Small Cp Val R51.105%5.686%5,029,747270,6032022-01-31
M&G Global Emerging Markets GBP I Acc1.078%-7.776%4,401,148-371,0772021-05-31
Invesco Small Cap Value A1.074%52.725%4,893,0001,689,2002022-03-31
American Beacon Small Cp Val R51.070%46.763%4,836,3471,541,0002021-10-31
American Beacon Small Cp Val R51.070%0.000%4,836,34702021-11-30
M&G Global Emerging Markets GBP I Acc1.063%14.657%4,802,629613,9462021-08-31
American Beacon Small Cp Val R51.053%-1.596%4,759,144-77,2032021-12-31
M&G Global Emerging Markets GBP I Acc1.053%-0.925%4,758,229-44,4002021-09-30
Fidelity® Growth & Income1.046%0.000%4,723,97502021-09-30
Hotchkis & Wiley Mid-Cap Value I1.034%0.000%4,220,62002021-05-31
Hotchkis & Wiley Mid-Cap Value I1.034%0.000%4,220,62002021-06-30
Hotchkis & Wiley Mid-Cap Value I1.033%0.000%4,220,62002021-07-31
Fidelity Advisor® Capital Development O1.032%0.000%4,209,99002021-05-31
M&G Global Emerging Markets GBP I Acc1.025%2.368%4,188,68396,8762021-07-31
Hotchkis & Wiley Mid-Cap Value I1.023%-1.032%4,620,720-48,2002021-09-30
Hotchkis & Wiley Mid-Cap Value I1.023%0.000%4,620,72002021-10-31
Hotchkis & Wiley Mid-Cap Value I1.023%0.000%4,620,72002021-11-30
Hotchkis & Wiley Mid-Cap Value I1.023%0.000%4,620,72002021-12-31
Hotchkis & Wiley Mid-Cap Value I1.015%0.000%4,620,72002022-01-31
Hotchkis & Wiley Mid-Cap Value I1.015%0.000%4,620,72002022-02-28
Fidelity® Growth & Income1.010%5.119%4,563,254222,2002021-12-31
Fidelity Advisor® Capital Development O1.002%-2.846%4,090,190-119,8002021-06-30
M&G Global Emerging Markets GBP I Acc1.002%-7.029%4,091,807-309,3412021-06-30
Fidelity® Growth & Income0.988%-1.387%4,499,975-63,2792022-01-31
Fidelity Advisor® Capital Development O0.986%-1.506%4,028,590-61,6002021-07-31
Fidelity Advisor® Capital Development O0.986%0.000%4,028,59002021-08-31
Fidelity® Balanced0.968%-42.009%3,949,481-2,861,0132021-05-31
Fidelity® Growth & Income0.961%-8.106%4,341,054-382,9212021-10-31
Fidelity® Growth & Income0.961%0.000%4,341,05402021-11-30
BGF World Energy A20.941%-15.155%4,285,697-765,5002022-01-31
Fidelity® Growth & Income0.932%-5.713%4,242,875-257,1002022-02-28
Fidelity® Growth & Income0.932%0.000%4,242,87502022-03-31
Fidelity Advisor® Capital Development O0.892%0.000%4,028,59002021-09-30
Hotchkis & Wiley Mid-Cap Value I0.856%-15.586%3,900,520-720,2002022-03-31
Fidelity Advisor® Capital Development O0.842%3.147%3,802,590116,0002021-12-31
American Beacon Small Cp Val R50.828%8.917%3,383,747277,0392021-07-31
American Beacon Small Cp Val R50.828%0.000%3,383,74702021-08-31
iShares Russell 2000 Growth ETF0.824%0.119%3,722,6114,4052021-12-29
First Trust Nasdaq Oil & Gas ETF0.823%-0.193%3,720,084-7,1822022-01-31
iShares Russell 2000 Growth ETF0.821%0.000%3,709,39602021-12-31
iShares Russell 2000 Growth ETF0.817%-0.704%3,721,321-26,3942022-03-30
iShares Russell 2000 Growth ETF0.817%0.000%3,721,32102022-03-31
Fidelity Advisor® Capital Development O0.816%1.756%3,686,59063,6002021-11-30
Cobas Selección C FI0.811%-58.149%3,694,036-5,132,5462022-03-31
First Trust Nasdaq Oil & Gas ETF0.810%-2.195%3,688,486-82,7772022-02-28
iShares Russell 2000 Growth ETF0.806%0.486%3,667,59817,7402022-02-28
iShares Russell 2000 Growth ETF0.803%0.364%3,655,47013,2452022-04-27
iShares Russell 2000 Growth ETF0.803%0.000%3,655,47002022-04-29
Fidelity Advisor® Capital Development O0.802%-10.068%3,622,990-405,6002021-10-31
iShares Russell 2000 Growth ETF0.797%0.126%3,252,3024,0812021-06-30
iShares Russell 2000 Growth ETF0.795%0.252%3,244,1408,1622021-07-30
iShares Russell 2000 Growth ETF0.794%0.000%3,240,05902021-07-28
iShares Russell 2000 Growth ETF0.791%0.248%3,231,2117,9882021-09-30
iShares Russell 2000 Growth ETF0.790%0.000%3,227,81602021-08-31
Fidelity Advisor® Capital Development O0.787%-5.807%3,581,790-220,8002022-01-31
Fidelity Advisor® Capital Development O0.787%0.000%3,581,79002022-02-28
iShares Russell 2000 Growth ETF0.786%-0.124%3,550,816-4,4052022-01-31
Fidelity Advisor® Capital Development O0.780%-0.852%3,551,290-30,5002022-03-31
Fidelity® Balanced0.772%137.809%3,517,4312,038,3312022-02-28
American Beacon Small Cp Val R50.761%25.523%3,106,708631,7002021-06-30
First Trust Nasdaq Oil & Gas ETF0.761%0.000%3,436,39502021-12-30
First Trust Nasdaq Oil & Gas ETF0.761%0.000%3,436,39502021-12-31
Fidelity® Small Cap Index0.745%2.303%3,041,08468,4612021-05-31
Fidelity® Small Cap Index0.741%2.634%3,372,57386,5452022-02-28
Fidelity® Small Cap Index0.732%1.301%2,990,29738,4112021-07-31
American Beacon Small Cp Val R50.730%-2.613%3,295,347-88,4002021-09-30
Fidelity® Small Cap Index0.723%-2.933%2,951,886-89,1982021-06-30
Fidelity® Small Cap Index0.722%2.275%3,286,02873,0882022-01-31
iShares Russell 2000 Growth ETF0.714%0.000%3,225,97702021-11-30
M&G Global Emerging Markets GBP I Acc0.711%-32.478%3,212,854-1,545,3752021-10-31
iShares Russell 2000 Growth ETF0.709%0.000%3,201,71902021-10-29
Fidelity® Large Cap Stock0.706%0.000%2,881,18302021-05-31
M&G Global Emerging Markets GBP I Acc0.706%0.000%3,212,85402021-11-30
Fidelity® Small Cap Index0.706%9.092%3,212,940267,7822021-12-31
Invesco Small Cap Value A0.704%0.000%3,203,8003,203,8002022-02-28
Fidelity® Small Cap Index0.701%5.801%3,163,774173,4772021-08-31
Fidelity® Small Cap Index0.699%-0.111%3,160,261-3,5132021-09-30
Fidelity® Small Cap Index0.699%0.000%3,160,26102021-10-31
Fidelity® Large Cap Stock0.695%-1.538%2,836,883-44,3002021-06-30
Hotchkis & Wiley Small Cap Value I0.687%2.559%3,130,40078,1002022-03-31
Fidelity® Large Cap Stock0.684%-1.519%2,793,783-43,1002021-07-31
Fidelity® Large Cap Stock0.684%0.000%2,793,78302021-08-31
Fidelity Special Values Ord0.677%26.483%3,080,466644,9782021-11-30
Fidelity Special Values Ord0.677%0.000%3,080,46602021-12-31
Fidelity® Small Cap Index0.664%-10.045%2,710,424-302,6622021-01-31
Fidelity® Small Cap Index0.652%-6.807%2,945,158-215,1032021-11-30
Fidelity® Large Cap Stock0.634%3.078%2,866,38385,6002021-12-31
Fidelity® Large Cap Stock0.619%0.000%2,793,78302021-09-30
Fidelity® Large Cap Stock0.615%1.712%2,780,78346,8002021-11-30
Vanguard Energy ETF0.612%1.102%2,496,40527,1992021-06-30
Vanguard Energy ETF0.611%0.026%2,497,0546492021-07-31
American Beacon Small Cp Val R50.607%0.000%2,475,00802021-05-31
Fidelity® Large Cap Stock0.605%-2.141%2,733,983-59,8002021-10-31
Vanguard Energy ETF0.604%-1.129%2,468,862-28,1922021-08-31
Vanguard Energy ETF0.599%-0.857%2,447,696-21,1662021-09-30
Fidelity Special Values Ord0.596%0.000%2,435,48802021-05-31
Fidelity Special Values Ord0.596%0.000%2,435,48802021-06-30
Fidelity Special Values Ord0.596%0.000%2,435,48802021-07-31
Vanguard Energy ETF0.558%2.967%2,520,32872,6322021-10-31
Fidelity Special Values Ord0.539%0.000%2,435,48802021-08-31
Fidelity Special Values Ord0.539%0.000%2,435,48802021-09-30
Fidelity Special Values Ord0.539%0.000%2,435,48802021-10-31
Hotchkis & Wiley Small Cap Value I0.519%39.085%2,345,800659,2002021-10-31

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