VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.57%
2.28M
$32.57M
+2.9%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
2.12%
1.88M
$26.90M
−0.3%
Aug 31, 2026
JPMorgan Trust I-JPMorgan Small Cap Equity Fund
2.04%
1.81M
$25.90M
−21.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
1.83%
1.62M
$23.23M
−0.1%
Jun 30, 2026
Diamond Hill Funds-Diamond Hill Small Cap Fund
1.56%
1.38M
$19.74M
+106.7%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.16%
1.03M
$14.73M
−1.0%
Jun 30, 2026
First Eagle Funds-First Eagle Small Cap Opportunity Fund
1.16%
1.03M
$14.69M
+0.7%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.04%
923.37K
$13.22M
+4.8%
Jun 30, 2026
MFS SERIES TRUST XIII-MFS New Discovery Value Fund
1.02%
900.94K
$12.90M
−9.2%
May 31, 2026
VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
0.99%
874.69K
$12.52M
+3.1%
May 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).