Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
4.24%
2.20M
$58.34M
+23.8%
Jul 31, 2026
GLOBAL X FUNDS-Global X US Infrastructure Development ETF
2.76%
1.43M
$37.95M
+1.2%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.70%
1.40M
$37.09M
0.0%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.22%
1.15M
$30.60M
+0.7%
Aug 31, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
2.18%
1.13M
$29.93M
−21.1%
Aug 31, 2026
SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
2.17%
1.13M
$29.90M
+11.0%
Aug 31, 2026
Aegis Funds-Aegis Value Fund
1.99%
1.03M
$27.40M
−5.7%
Jul 31, 2026
SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
1.56%
811.98K
$21.53M
−31.3%
May 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
1.33%
687.87K
$18.24M
−0.4%
Jul 31, 2026
Franklin Templeton Varbl Insurance Prod. TRT-FRANKLIN SMALL CAP VALUE
1.31%
677.86K
$17.97M
+37.2%
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).