American Century ETF Trust-Avantis U.S. Small Cap Value ETF
4.68%
700.59K
$17.84M
+5.3%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.03%
453.13K
$11.54M
0.0%
Jun 30, 2026
Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
2.80%
419.93K
$10.69M
−30.0%
Jul 31, 2026
iShares Trust-iShares Russell 2000 ETF
2.45%
366.60K
$9.33M
+0.7%
Aug 31, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
2.21%
330.55K
$8.42M
−22.9%
May 31, 2026
PIMCO Equity Series-PIMCO RAE US Small Fund
1.43%
214.15K
$5.45M
+7.4%
Jun 30, 2026
HEARTLAND GROUP INC.-Heartland Value Fund
1.34%
200.00K
$5.09M
+18.6%
Jun 30, 2026
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
1.19%
178.63K
$4.55M
0.0%
Aug 31, 2026
SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
1.11%
166.67K
$4.24M
−3.9%
May 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.05%
157.99K
$4.02M
−0.6%
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).