UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
2.77%
3.57M
$211.53M
+2.4%
Jun 30, 2026
Invesco Ltd.
2.48%
3.19M
$189.37M
−10.7%
Jun 30, 2026
First Trust Advisors LP
1.90%
2.45M
$145.13M
−19.2%
Jun 30, 2026
FUND
Top Funds
Funds
Holder
% held
Shares
Value
Change
As of
iShares Trust-iShares Core S&P Mid-Cap ETF
3.50%
4.50M
$267.07M
+2.0%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.17%
4.08M
$241.88M
−0.7%
Jun 30, 2026
VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
2.67%
3.43M
$203.75M
−0.2%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.29%
2.95M
$174.81M
−1.2%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.45%
1.87M
$110.78M
−1.6%
Jun 30, 2026
VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund
1.42%
1.83M
$108.66M
+7.8%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.15%
1.47M
$87.45M
+2.1%
Jun 30, 2026
Fidelity Capital Trust-Fidelity Value Fund
1.13%
1.45M
$85.91M
+11.8%
Aug 31, 2026
PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
0.86%
1.10M
$65.48M
−0.4%
Jul 31, 2026
PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund
0.84%
1.08M
$63.86M
+0.9%
Jul 31, 2026
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).