Vault-13

FEDERATED HERMES KAUFMANN A KAUAX

NTF EQUITY FUNDS · Open-End Fund · CUSIP 314172677

1 institutional holders -1 vs Q1 2025
30,50230.5k shares reported held*
$183.6kreported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $139.8k (-23.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $6.02.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

012Q4 22: 1Q1 23: 0Q2 23: 0Q3 23: 1Q4 23: 1Q1 24: 0Q2 24: 0Q3 24: 0Q4 24: 1Q1 25: 2Q2 25: 11Q4 22Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 20221
Q1 20230
Q2 20230
Q3 20231
Q4 20231
Q1 20240
Q2 20240
Q3 20240
Q4 20241
Q1 20252
Q2 20251

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q1 23: 0 bought or addedQ1 23: 1 cut or sold outQ1 23Q4 23: 0 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 1 cut or sold outQ1 24Q1 25: 1 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 0 bought or addedQ2 25: 1 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 202301
Q4 202301
Q1 202401
Q1 202510
Q2 202501

Biggest buyers

None

Biggest sellers

RiverFront Investment Group, LLC Sold out -23,226-23.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Gravity Companies, Inc. 0.04% of their portfolio Lakeway, TX 30,50230.5k $183.6k $183.6k 0.04% First filing