Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
4.02%
1.84M
$132.05M
+129.9%
Jul 31, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF
3.50%
1.60M
$114.97M
+1.9%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.18%
1.45M
$104.32M
−0.5%
Jun 30, 2026
MFS SERIES TRUST XI-MFS Mid Cap Value Fund
2.80%
1.28M
$92.08M
−18.0%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.58%
1.18M
$84.72M
+0.7%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.30%
1.05M
$75.40M
−0.2%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.45%
665.19K
$47.71M
−1.0%
Jun 30, 2026
Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
1.45%
665.90K
$47.76M
−1.2%
Jul 31, 2026
Franklin Templeton Varbl Insurance Prod. TRT-FRANKLIN SMALL CAP VALUE
1.42%
652.03K
$46.76M
+92.7%
Jun 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
1.33%
608.23K
$43.62M
+6.1%
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).