Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
5.56%
2.41M
$206.04M
+0.2%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.03%
1.31M
$112.17M
−1.3%
Jun 30, 2026
First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
2.60%
1.13M
$96.18M
+1.1%
Aug 31, 2026
NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
2.46%
1.07M
$91.06M
−3.7%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.19%
950.21K
$81.15M
−0.7%
Jun 30, 2026
Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
1.84%
798.12K
$68.16M
0.0%
Jul 31, 2026
Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
1.41%
610.00K
$52.09M
0.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.39%
601.38K
$51.36M
−1.3%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.16%
501.05K
$42.79M
+3.0%
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).