NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
4.65%
1.42M
$71.43M
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.16%
964.86K
$48.53M
+0.5%
Jun 30, 2026
SmallCap World Fund Inc
2.94%
896.53K
$45.09M
+4.4%
Jun 30, 2026
Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
2.85%
869.18K
$43.72M
0.0%
Jul 31, 2026
iShares Trust-iShares Russell 2000 ETF
2.64%
807.08K
$40.59M
+0.7%
Aug 31, 2026
ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
2.32%
706.86K
$35.55M
−4.3%
Aug 31, 2026
Williamsburg Investment Trust-Davenport Small Cap Focus Fund
1.36%
414.91K
$20.87M
+6.4%
Jun 30, 2026
Fidelity Securities Fund-Fidelity Small Cap Growth Fund
1.26%
383.60K
$19.29M
0.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.14%
348.80K
$17.54M
+3.5%
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).