UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
2.91%
6.12M
$135.31M
+9.8%
Jun 30, 2026
iShares Trust-iShares Core S&P Small-Cap ETF
1.58%
3.34M
$73.73M
0.0%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
0.79%
1.68M
$37.01M
+1.9%
Jun 30, 2026
First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
0.64%
1.36M
$30.01M
+3.1%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
0.57%
1.21M
$26.67M
−0.6%
Jun 30, 2026
Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
0.55%
1.16M
$25.56M
0.0%
Aug 31, 2026
Fidelity Securities Fund-Fidelity Dividend Growth Fund
0.44%
937.40K
$20.71M
0.0%
Aug 31, 2026
T. Rowe Price Small-Cap Value Fund, Inc.
0.42%
887.28K
$19.60M
+4.2%
Jun 30, 2026
Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
0.42%
878.27K
$19.41M
+30.0%
Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
0.38%
799.93K
$17.67M
+20.1%
Apr 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).