NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
6.03%
684.34K
$36.09M
0.0%
Jun 30, 2026
Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
4.51%
511.59K
$26.98M
0.0%
Jul 31, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
3.43%
389.82K
$20.55M
+23.5%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.05%
346.12K
$18.25M
−2.6%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.91%
330.55K
$17.43M
+0.7%
Aug 31, 2026
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
1.94%
219.80K
$11.59M
+2.1%
Aug 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
1.37%
155.36K
$8.19M
0.0%
Jul 31, 2026
HEARTLAND GROUP INC.-Heartland Value Fund
1.32%
150.00K
$7.91M
+25.0%
Jun 30, 2026
Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
1.29%
146.40K
$7.72M
0.0%
Jul 31, 2026
HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Small Cap Value Fund
1.26%
142.50K
$7.51M
−0.2%
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).