First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
3.27%
852.96K
$82.67M
+1.1%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.20%
833.70K
$80.80M
−1.5%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.68%
698.63K
$67.71M
+0.7%
Aug 31, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
2.56%
666.86K
$64.63M
+0.3%
May 31, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
1.81%
471.47K
$45.69M
−13.9%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.15%
299.88K
$29.06M
+2.9%
Jun 30, 2026
BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund
1.14%
297.24K
$28.81M
+28.0%
May 31, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
1.11%
289.96K
$28.10M
+0.8%
Jul 31, 2026
Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
1.01%
263.35K
$25.52M
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).