First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
3.05%
975.45K
$111.12M
+1.1%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
1.74%
557.40K
$63.50M
+0.5%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
1.47%
469.37K
$53.47M
+0.7%
Aug 31, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
1.37%
438.69K
$49.98M
−22.0%
May 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
1.26%
403.63K
$45.98M
−0.5%
Jun 30, 2026
ETF Series Solutions-Bahl & Gaynor Small/Mid Cap Income Growth ETF
0.90%
286.75K
$32.67M
+4.0%
Jun 30, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
0.89%
283.86K
$32.34M
+175.4%
Aug 31, 2026
Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
0.70%
225.00K
$25.63M
+7.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.66%
210.03K
$23.93M
+2.9%
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).