Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
3.75%
792.40K
$29.54M
+0.7%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.13%
659.63K
$24.59M
+3.2%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.56%
540.55K
$20.15M
+0.7%
Aug 31, 2026
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
1.92%
405.24K
$15.11M
+1.2%
Aug 31, 2026
LORD ABBETT SECURITIES TRUST-Lord Abbett Value Opportunities Fund
1.63%
343.78K
$12.82M
+32.9%
Jul 31, 2026
OBERWEIS FUNDS-Oberweis Micro-Cap Fund
1.42%
300.20K
$11.19M
+12.9%
Jun 30, 2026
Fidelity Securities Fund-Fidelity Small Cap Growth Fund
1.37%
289.73K
$10.80M
0.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.15%
242.43K
$9.04M
+5.1%
Jun 30, 2026
TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
1.14%
241.37K
$9.00M
+21.2%
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).