VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.43%
148.23K
$4.66M
0.0%
Jun 30, 2026
John Hancock Investment Trust II-Regional Bank Fund
2.33%
142.08K
$4.46M
0.0%
Aug 31, 2026
John Hancock Financial Opportunities Fund
2.27%
138.67K
$4.36M
0.0%
Aug 31, 2026
iShares Trust-iShares Russell 2000 ETF
1.92%
117.41K
$3.69M
+0.7%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.96%
58.28K
$1.83M
−0.3%
Jun 30, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
0.96%
58.69K
$1.84M
−0.1%
Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
0.95%
57.95K
$1.82M
0.0%
Jul 31, 2026
iShares Trust-iShares Russell 2000 Value ETF
0.88%
53.45K
$1.68M
+0.5%
Aug 31, 2026
ROYCE CAPITAL FUND-Royce Capital Fund - Small-Cap Portfolio
0.49%
29.63K
$930.85K
+100.0%
Jun 30, 2026
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
0.42%
25.75K
$809.13K
−0.5%
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).