VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.17%
3.02M
$243.85M
+0.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.29%
2.18M
$176.05M
−0.6%
Jun 30, 2026
First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
2.08%
1.98M
$159.76M
+0.8%
Aug 31, 2026
VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
1.64%
1.56M
$126.31M
+6.2%
Jun 30, 2026
Gabelli Utilities Fund-The Gabelli Utilities Fund
1.48%
1.41M
$113.70M
0.0%
Sep 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.45%
1.38M
$111.57M
−1.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.15%
1.09M
$88.06M
+2.8%
Jun 30, 2026
T. Rowe Price Mid-Cap Value Fund, Inc.
1.12%
1.06M
$85.82M
+11.6%
Jun 30, 2026
SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
0.85%
811.31K
$65.56M
−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).