VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.18%
607.30K
$22.64M
−2.3%
Jun 30, 2026
Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
2.71%
516.33K
$19.25M
0.0%
Jul 31, 2026
iShares Trust-iShares Russell 2000 ETF
2.66%
506.51K
$18.88M
+0.7%
Aug 31, 2026
Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
2.20%
418.99K
$15.62M
0.0%
Jul 31, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
1.52%
289.63K
$10.80M
+27.3%
Aug 31, 2026
SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
1.31%
249.61K
$9.31M
+0.7%
Aug 31, 2026
BlackRock Funds-BlackRock Advantage Small Cap Core Fund
1.23%
235.41K
$8.78M
−5.3%
May 31, 2026
Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial
1.16%
220.44K
$8.22M
+1.4%
Aug 31, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
1.14%
217.27K
$8.10M
+0.6%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.13%
216.47K
$8.07M
+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).