First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
5.51%
1.10M
$301.33M
−0.1%
Aug 31, 2026
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
3.30%
658.09K
$180.73M
−25.4%
Aug 31, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF
3.08%
614.00K
$168.62M
+2.0%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.86%
570.00K
$156.54M
+0.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.06%
411.39K
$112.98M
−0.5%
Jun 30, 2026
SmallCap World Fund Inc
2.01%
400.04K
$109.86M
+100.0%
Jun 30, 2026
Fidelity Summer Street Trust-Fidelity Capital & Income Fund
1.95%
389.40K
$106.94M
0.0%
Jul 31, 2026
Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
1.66%
329.84K
$90.58M
−26.7%
Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
1.60%
319.16K
$87.65M
−10.2%
Jul 31, 2026
Fidelity Securities Fund-Fidelity Leveraged Company Stock Fund
1.59%
316.00K
$86.78M
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).