UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
1.56%
5.95M
$73.66M
−2.4%
Jun 30, 2026
FUND
Top Funds
Funds
Holder
% held
Shares
Value
Change
As of
iShares Trust-iShares Core S&P Small-Cap ETF
3.65%
13.96M
$172.86M
0.0%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
1.76%
6.74M
$83.48M
+24.0%
Jun 30, 2026
Fidelity Securities Fund-Fidelity Small Cap Value Fund
1.71%
6.52M
$80.76M
−6.6%
Jul 31, 2026
Variable Insurance Products Fund II-VIP Contrafund Portfolio
1.55%
5.91M
$73.21M
−0.1%
Aug 31, 2026
Fidelity Securities Fund-Fidelity Small Cap Growth Fund
1.42%
5.44M
$67.40M
0.0%
Jul 31, 2026
Fidelity Select Portfolios-Select Health Care Portfolio
1.31%
5.00M
$61.89M
−0.1%
Aug 31, 2026
iShares Trust-iShares Russell 2000 ETF
1.29%
4.93M
$61.02M
+0.7%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
1.28%
4.89M
$60.53M
+23.1%
Jun 30, 2026
Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
1.27%
4.86M
$60.14M
+13.4%
Jun 30, 2026
Fidelity Capital Trust-Fidelity Value Fund
1.19%
4.54M
$56.20M
−0.1%
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).