MFS SERIES TRUST XIII-MFS New Discovery Value Fund
1.27%
802.43K
$26.09M
−9.2%
May 31, 2026
SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
1.19%
753.57K
$24.50M
+1.0%
Aug 31, 2026
First TRT Exch-Trd AlphaDEX Fd.-First TRT Financials AlphaDEX Fd.
0.92%
582.65K
$18.94M
−0.4%
Aug 31, 2026
AB TRUST-AB Discovery Value Fund
0.92%
581.05K
$18.89M
+100.0%
Aug 31, 2026
Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
0.78%
494.00K
$16.06M
0.0%
Jul 31, 2026
Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
0.74%
464.83K
$15.11M
−8.6%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.61%
385.18K
$12.52M
+2.0%
Jun 30, 2026
American Century Capital Portfolios, Inc.-Small Cap Value Fund
0.60%
380.00K
$12.35M
−45.7%
Jun 30, 2026
ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
0.55%
344.66K
$11.20M
−48.6%
Jun 30, 2026
Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
0.55%
346.30K
$11.26M
0.0%
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).