Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
6.00%
1.68M
$5.65M
0.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.69%
755.52K
$2.54M
+8.2%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.21%
619.32K
$2.08M
+0.7%
Aug 31, 2026
Diamond Hill Funds-Diamond Hill Small Cap Fund
2.16%
606.38K
$2.04M
+15.8%
Jun 30, 2026
ROYCE FUND-Royce Small-Cap Opportunity Fund
1.79%
502.66K
$1.69M
+41.2%
Jun 30, 2026
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
1.63%
457.34K
$1.54M
−34.4%
Aug 31, 2026
VELA Funds-VELA Small Cap Fund
1.20%
337.78K
$1.13M
−38.1%
Sep 30, 2026
Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
0.98%
274.75K
$923.14K
0.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.96%
269.59K
$905.81K
+2.3%
Jun 30, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
0.96%
269.25K
$904.70K
+0.4%
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).