UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
2.81%
2.22M
$250.04M
0.0%
Jun 30, 2026
Davis Selected Advisers
2.63%
2.08M
$234.58M
−0.9%
Jun 30, 2026
FUND
Top Funds
Funds
Holder
% held
Shares
Value
Change
As of
iShares Trust-iShares Core S&P Mid-Cap ETF
3.57%
2.82M
$317.88M
+2.0%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.23%
2.56M
$288.05M
+0.4%
Jun 30, 2026
First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
2.75%
2.17M
$244.83M
−0.1%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.33%
1.85M
$208.03M
−0.4%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.48%
1.17M
$131.86M
−0.9%
Jun 30, 2026
VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
1.43%
1.13M
$127.17M
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.17%
923.47K
$104.09M
+0.6%
Jun 30, 2026
T. Rowe Price Mid-Cap Value Fund, Inc.
0.96%
757.58K
$85.39M
+10.2%
Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
0.75%
588.92K
$66.38M
−1.1%
Aug 31, 2026
DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
0.70%
550.92K
$62.10M
0.0%
Jul 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).