VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.19%
2.63M
$291.96M
+0.2%
Jun 30, 2026
Fidelity Securities Fund-Fidelity Dividend Growth Fund
2.53%
2.09M
$231.78M
+2.5%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.30%
1.90M
$210.98M
−0.3%
Jun 30, 2026
Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
2.24%
1.85M
$204.85M
−35.1%
Jun 30, 2026
Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
1.99%
1.65M
$182.61M
−5.8%
Jun 30, 2026
John Hancock Funds III-Disciplined Value Mid Cap Fund
1.84%
1.52M
$168.04M
−1.9%
Aug 31, 2026
Fidelity Capital Trust-Fidelity Capital Appreciation Fund
1.64%
1.35M
$149.82M
+2.6%
Aug 31, 2026
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
1.58%
1.31M
$144.91M
−6.3%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.46%
1.20M
$133.61M
−0.9%
Jun 30, 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).