VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.05%
1.01M
$156.87M
−3.7%
Jun 30, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF
2.66%
879.92K
$136.79M
+2.0%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.21%
729.24K
$113.36M
−4.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.40%
461.81K
$71.79M
−4.6%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.87%
287.79K
$44.74M
−0.9%
Jun 30, 2026
EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
0.79%
260.00K
$40.42M
0.0%
Jun 30, 2026
AIM Growth Series -Invesco Main Street Small Cap Fd.
0.71%
233.88K
$36.36M
+36.8%
Jun 30, 2026
Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
0.68%
224.78K
$34.94M
+1.6%
Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
0.68%
225.52K
$35.06M
+18.6%
Apr 30, 2026
Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
0.62%
203.96K
$31.71M
+47.9%
Aug 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).