VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
3.84%
26.45M
$501.19M
+2.5%
Jul 31, 2026
UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
3.25%
22.41M
$424.67M
−1.6%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.17%
21.89M
$414.74M
−1.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
2.59%
17.86M
$338.53M
+1.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.29%
15.81M
$299.54M
−1.4%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.45%
10.02M
$189.80M
−1.9%
Jun 30, 2026
Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
1.34%
9.23M
$174.99M
+1.4%
Aug 31, 2026
iShares Trust-iShares Core S&P 500 ETF
1.33%
9.18M
$173.98M
−1.3%
Aug 31, 2026
J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
1.31%
9.01M
$170.82M
−8.7%
Jun 30, 2026
Fidelity Concord Street Trust-Fidelity 500 Index Fund
1.30%
8.95M
$169.59M
+0.4%
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).