3965 · Capital Asset Planning, Inc. · Held by Funds
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Funds whose latest official portfolio report holds Capital Asset Planning, Inc. (3965), matched by the security's ISIN: US registered funds from their Form N-PORT reports, and Swedish funds from their quarterly reports to Finansinspektionen. Each row is one fund position with its size, value and weight in that fund. Major shareholders who notified a regulator of a threshold crossing are listed separately and never added to the funds.
Major shareholders
Holders who notified a threshold crossing in the issuer's shares, voting rights or capital, newest event first. Each row is one dated notification, not a current register, and rows are never added together.
| Event date | Holder | Shares | Instruments | Total | Previous total | Published |
|---|---|---|---|---|---|---|
| 2026-03-31 | FinTech Management LLC, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 19.46% | 19.5% | 2026-04-06 |
| 2025-07-30 | FinTech Management LLC, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 19.5% | 19.54% | 2025-08-05 |
| 2024-07-10 | FinTech Management LLC, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 19.54% | 19.54% | 2024-07-17 |
| 2024-05-23 | FinTech Management LLC, filing for 2 joint holders Correction Financial Services Agency (Japan) | — | — | 19.54% | 19.58% | 2024-06-18 |
| 2022-11-28 | FinTech Management LLC, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 19.58% | 19.58% | 2022-12-06 |
| 2022-09-14 | FinTech Management LLC, filing for 2 joint holders Correction Financial Services Agency (Japan) | — | — | 19.58% | 19.63% | 2022-11-07 |
Percentages are of the issuer's voting rights on the event date; a dash was not stated in the notification.An EDINET total is the report's holding ratio: voting and potential shares of the filer and its joint holders together. Newest stored notification published 2026-11-13.