VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.18%
2.06M
$128.75M
−0.3%
Jun 30, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
2.94%
1.91M
$119.01M
+5.0%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.30%
1.49M
$93.03M
−0.3%
Jun 30, 2026
MFS SERIES TRUST XI-MFS Mid Cap Value Fund
2.23%
1.44M
$90.09M
−1.2%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.46%
943.93K
$58.92M
−0.9%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.15%
744.79K
$46.49M
+2.6%
Jun 30, 2026
Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
0.94%
609.39K
$38.04M
0.0%
Jul 31, 2026
Fidelity Capital Trust-Fidelity Value Fund
0.85%
548.40K
$34.23M
0.0%
Aug 31, 2026
HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Equity and Income Fund
0.79%
512.70K
$32.00M
−16.3%
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).