VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.24%
1.77M
$68.92M
+23.6%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
1.61%
1.27M
$49.58M
+25.0%
Jun 30, 2026
Fidelity Capital Trust-Fidelity Value Fund
1.61%
1.27M
$49.72M
0.0%
Aug 31, 2026
Manager Directed Portfolios-Spyglass Growth Fund
1.25%
990.42K
$38.65M
+0.4%
Jul 31, 2026
UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
1.20%
946.00K
$36.92M
−3.6%
Jun 30, 2026
JANUS INVESTMENT FUND-Janus Henderson Triton Fund
1.16%
914.31K
$35.68M
+1.7%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
0.93%
736.26K
$28.73M
+31.4%
Jun 30, 2026
Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
0.92%
730.33K
$28.50M
+16.3%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.85%
673.90K
$26.30M
−10.7%
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).