Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
3.44%
213.43K
$3.86M
+1.4%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.82%
174.62K
$3.16M
0.0%
Jun 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
2.73%
169.39K
$3.07M
0.0%
Jul 31, 2026
John Hancock Investment Trust II-Regional Bank Fund
2.42%
150.06K
$2.72M
−10.9%
Aug 31, 2026
John Hancock Financial Opportunities Fund
1.40%
86.63K
$1.57M
−17.7%
Aug 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
1.03%
63.68K
$1.15M
0.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.95%
58.60K
$1.06M
−0.3%
Jun 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
0.78%
48.43K
$876.60K
0.0%
Apr 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
0.74%
45.78K
$828.64K
0.0%
Jul 31, 2026
Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
0.68%
41.92K
$758.84K
−2.0%
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).