Volvo Ab Unsponsord ADR - VLVLY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | History | No change | 73,746 | 2,497 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Independent Advisors | History | New | 8,974 | 287 | 0.02% | — | 2 | +8,974 | New | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Added to | 8,809 | 282 | 0.01% | 0.01% | 3 | +696 | 8.58% | Q3 2026 | Oct 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 263 | 252 | 0.02% | — | 4 | +263 | New | Q3 2026 | Nov 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,223 | 210 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,316 | 42 | 0.0% | 0.0% | 6 | +286 | 27.77% | Q3 2026 | Nov 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 636 | 20 | 0.0% | 0.0% | 7 | +587 | 1197.96% | Q3 2026 | Nov 05, 2026 |
| Ascentis Wealth Management, LLC | History | New | 151 | 4 | 0.0% | — | 8 | +151 | New | Q3 2026 | Nov 03, 2026 |
| IMA Advisory Services, Inc. | History | No change | 116 | 3 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ativo Capital Management LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -40,025 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,417 | -100.0% | Q3 2026 | Oct 29, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2026 | Nov 04, 2026 |