VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.18%
3.87M
$94.92M
+0.6%
Jun 30, 2026
UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
2.89%
3.52M
$86.29M
−10.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.29%
2.79M
$68.46M
−1.2%
Jun 30, 2026
Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
1.75%
2.13M
$52.26M
−6.0%
Jun 30, 2026
SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
1.59%
1.93M
$47.40M
+0.8%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.45%
1.77M
$43.32M
−1.9%
Jun 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
1.24%
1.51M
$36.93M
0.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.14%
1.39M
$34.13M
+1.7%
Jun 30, 2026
American Century Capital Portfolios, Inc.-Mid Cap Value Fund
1.11%
1.35M
$33.10M
−8.7%
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).