VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.48%
2.01M
$13.94M
+2.4%
Jun 30, 2026
Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
1.68%
1.36M
$9.42M
0.0%
Aug 31, 2026
iShares Trust-iShares Russell 2000 ETF
1.56%
1.26M
$8.75M
+0.7%
Aug 31, 2026
IVY FUNDS-Nomura Small Cap Growth Fund
1.22%
988.51K
$6.87M
+20.6%
Jun 30, 2026
Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
1.02%
827.07K
$5.74M
+46.2%
Jul 31, 2026
WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
1.00%
806.56K
$5.60M
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.73%
586.63K
$4.07M
+5.0%
Jun 30, 2026
SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
0.71%
571.87K
$3.97M
+20.2%
Aug 31, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
0.66%
536.04K
$3.72M
+1.0%
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).