Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
2.32%
2.23M
$23.46M
+12.6%
Aug 31, 2026
MFS SERIES TRUST XIII-MFS New Discovery Value Fund
1.86%
1.79M
$18.82M
+93.9%
May 31, 2026
JANUS INVESTMENT FUND-Janus Henderson Triton Fund
1.07%
1.03M
$10.81M
+1.7%
Jun 30, 2026
Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
0.87%
835.56K
$8.81M
+74.5%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
0.79%
760.80K
$8.02M
0.0%
Jun 30, 2026
MFS SERIES TRUST I-MFS Core Equity Fund
0.73%
705.99K
$7.44M
+6.9%
May 31, 2026
JANUS INVESTMENT FUND-Janus Henderson Venture Fund
0.64%
612.78K
$6.46M
+3.6%
Jun 30, 2026
JPMorgan Trust II-JPMorgan Small Cap Growth Fund
0.56%
534.23K
$5.63M
−5.0%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
0.53%
509.89K
$5.37M
+0.7%
Aug 31, 2026
ROYCE FUND-Royce Small-Cap Opportunity Fund
0.38%
368.38K
$3.88M
+123.6%
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).