Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
4.00%
1.19M
$43.82M
0.0%
Jul 31, 2026
GLOBAL X FUNDS-Global X US Infrastructure Development ETF
3.23%
959.97K
$35.41M
+1.4%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.17%
940.38K
$34.69M
0.0%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.60%
770.79K
$28.43M
+0.7%
Aug 31, 2026
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
2.39%
708.51K
$26.14M
0.0%
Aug 31, 2026
AB TRUST-AB Discovery Value Fund
2.00%
593.31K
$21.89M
+8.5%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.15%
340.15K
$12.55M
+3.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
1.14%
339.81K
$12.54M
+0.1%
Jun 30, 2026
Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
1.13%
336.69K
$12.42M
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).