speb/financial-data huggingface dataset:
Holder of LXRX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 16542000 (value 37881179; 0.04% of shares outstanding; change 0.07)
Holder of LXRX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 4887306 (value 11191930; 0.01% of shares outstanding; change 0.06)
Holder of LXRX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 3977693 (value 9108916; 0.01% of shares outstanding; change 0.07)
Holder of LXRX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 515300 (value 1180036; 0.00% of shares outstanding; change 0.00)
Holder of LXRX: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 426172 (value 933316; 0.00% of shares outstanding; change -0.08)
Holder of LXRX: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 1121988 (value 2569352; 0.00% of shares outstanding; change 1.00)
Holder of LXS.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 782867 (value 12721588; 0.01% of shares outstanding; change 0.02)
Holder of LXS.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 587474 (value 9546452; 0.01% of shares outstanding; change 1.13)
Holder of LXS.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 348008 (value 5655130; 0.00% of shares outstanding; change 0.18)
Holder of LXS.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1204026 (value 19565422; 0.01% of shares outstanding; change 0.00)
Holder of LXS.DE: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 348069 (value 5656121; 0.00% of shares outstanding; change 7.60)
Holder of LXS.DE: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 8558844 (value 130950314; 0.10% of shares outstanding; change 0.10)
Holder of LXS.DE: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-03-31: 741349 (value 12046921; 0.01% of shares outstanding; change 0.03)
Holder of LXS.DE: HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd.
Shares held as of 2026-03-31: 1036000 (value 15850800; 0.01% of shares outstanding; change -0.02)
Holder of LXS.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 810286 (value 12397375; 0.01% of shares outstanding; change 0.04)
Holder of LXS.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1398632 (value 22727770; 0.02% of shares outstanding; change 0.02)
Holder of LXS.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 535791 (value 8197602; 0.01% of shares outstanding; change -0.09)
Holder of LXS.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 382138 (value 5846711; 0.00% of shares outstanding; change 0.10)
Holder of LXS.DE: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 1239927 (value 18970883; 0.01% of shares outstanding; change 1.00)
Holder of LXS.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1204026 (value 18421598; 0.01% of shares outstanding; change 0.00)
Holder of LXS.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 607365 (value 9869681; 0.01% of shares outstanding; change 0.01)
Holder of LXS.DE: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-05-31: 482287 (value 7378991; 0.01% of shares outstanding; change -0.25)
Holder of LXS.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 612305 (value 9368266; 0.01% of shares outstanding; change 0.01)
Holder of LXS.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 2447360 (value 37444608; 0.03% of shares outstanding; change 0.32)
Holder of LXU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 584285 (value 7326933; 0.01% of shares outstanding; change -0.02)
Holder of LXU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1580946 (value 19825062; 0.02% of shares outstanding; change 0.01)
Holder of LXU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 323066 (value 4048016; 0.00% of shares outstanding; change -0.25)
Holder of LXU: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 1132729 (value 12584618; 0.02% of shares outstanding; change -0.09)
Holder of LXU: Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND
Shares held as of 2026-01-31: 787909 (value 8753668; 0.01% of shares outstanding; change 0.00)
Holder of LXU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 526249 (value 5846626; 0.01% of shares outstanding; change 0.01)
Holder of LXU: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 437198 (value 5351303; 0.01% of shares outstanding; change 0.28)
Holder of LXU: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 390202 (value 4776072; 0.01% of shares outstanding; change 1.00)
Holder of LXU: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 538000 (value 6585119; 0.01% of shares outstanding; change 1.00)
Holder of LXU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 608442 (value 7447329; 0.01% of shares outstanding; change 0.04)
Holder of LXU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1580946 (value 19350778; 0.02% of shares outstanding; change 0.00)
Holder of LXU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1323999 (value 16602947; 0.02% of shares outstanding; change 0.00)
Holder of LXU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 462870 (value 5804389; 0.01% of shares outstanding; change -0.01)
Holder of LXU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2237326 (value 28033694; 0.03% of shares outstanding; change 0.13)
Holder of LXU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 532357 (value 6516049; 0.01% of shares outstanding; change 0.01)
Holder of LXU: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 956112 (value 11702810; 0.01% of shares outstanding; change -0.16)
Holder of LXU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1272243 (value 14134619; 0.02% of shares outstanding; change -0.04)
Holder of LXU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 457590 (value 5083824; 0.01% of shares outstanding; change -0.01)
Holder of LXU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2501766 (value 27794619; 0.03% of shares outstanding; change 0.12)
Holder of LXU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1284327 (value 15720162; 0.02% of shares outstanding; change 0.01)
Holder of LXU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 471338 (value 5769177; 0.01% of shares outstanding; change 0.03)
Holder of LXU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2718310 (value 33272113; 0.04% of shares outstanding; change 0.09)
Holder of LYB: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 11197363 (value 746304261; 0.03% of shares outstanding; change 0.00)
Holder of LYB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 6490820 (value 432613162; 0.02% of shares outstanding; change 0.02)
Holder of LYB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8116366 (value 540955806; 0.03% of shares outstanding; change 0.00)
Holder of LYB: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 7951262 (value 479620121; 0.02% of shares outstanding; change 0.08)
Holder of LYB: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5305075 (value 320002122; 0.02% of shares outstanding; change 0.49)
Holder of LYB: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 4842423 (value 292094953; 0.02% of shares outstanding; change 0.20)
Holder of LYB: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 4738527 (value 280378633; 0.01% of shares outstanding; change -0.21)
Holder of LYB: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 11197363 (value 675424932; 0.03% of shares outstanding; change 0.00)
Holder of LYB: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 5000000 (value 282049999; 0.02% of shares outstanding; change 0.11)
Holder of LYB: Investment Co of America
Shares held as of 2026-03-31: 5000000 (value 295849990; 0.02% of shares outstanding; change 0.11)
Holder of LYB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6543804 (value 394722255; 0.02% of shares outstanding; change 0.01)
Holder of LYB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8193440 (value 494228298; 0.03% of shares outstanding; change 0.01)
Holder of LYB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3330613 (value 194907474; 0.01% of shares outstanding; change 0.01)
Holder of LYB: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 4677308 (value 273716066; 0.01% of shares outstanding; change 0.00)
Holder of LYB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3295220 (value 198767669; 0.01% of shares outstanding; change 0.00)
Holder of LYB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3392413 (value 204630351; 0.01% of shares outstanding; change 0.02)
Holder of LYB: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 4655205 (value 280801964; 0.01% of shares outstanding; change 0.00)
Holder of LYB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3132333 (value 188942325; 0.01% of shares outstanding; change 0.01)
Holder of LYEL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 155290 (value 2691175; 0.01% of shares outstanding; change 0.16)
Holder of LYEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 537261 (value 9310733; 0.02% of shares outstanding; change 0.00)
Holder of LYEL: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 68538 (value 865634; 0.00% of shares outstanding; change 0.11)
Holder of LYEL: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 23103 (value 291790; 0.00% of shares outstanding; change -0.01)
Holder of LYEL: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 18000 (value 227340; 0.00% of shares outstanding; change 0.00)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 75811 (value 907457; 0.00% of shares outstanding; change 0.00)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 21467 (value 256959; 0.00% of shares outstanding; change 0.05)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 25830 (value 309185; 0.00% of shares outstanding; change 0.00)
Holder of LYEL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 162212 (value 2048737; 0.01% of shares outstanding; change 0.04)
Holder of LYEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 537261 (value 6785606; 0.02% of shares outstanding; change 0.00)
Holder of LYEL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 54413 (value 942977; 0.00% of shares outstanding; change 0.03)
Holder of LYEL: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 17632 (value 211055; 0.00% of shares outstanding; change 0.13)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 67714 (value 810536; 0.00% of shares outstanding; change -0.11)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 21467 (value 256959; 0.00% of shares outstanding; change 0.00)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 25830 (value 309185; 0.00% of shares outstanding; change 0.00)
Holder of LYEL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 53615 (value 641771; 0.00% of shares outstanding; change -0.01)
Holder of LYEL: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 23101 (value 276518; 0.00% of shares outstanding; change 0.31)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 67714 (value 855227; 0.00% of shares outstanding; change 0.00)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 21467 (value 271128; 0.00% of shares outstanding; change 0.00)
Holder of LYEL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 25830 (value 326232; 0.00% of shares outstanding; change 0.00)
Holder of LYEL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 53159 (value 671398; 0.00% of shares outstanding; change -0.01)
Holder of LYEL: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 24100 (value 304383; 0.00% of shares outstanding; change 0.04)
Holder of LYFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4303547 (value 60723046; 0.01% of shares outstanding; change 0.01)
Holder of LYFT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 8606557 (value 121438516; 0.02% of shares outstanding; change -0.04)
Holder of LYFT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 5550945 (value 78323832; 0.01% of shares outstanding; change -0.03)
Holder of LYFT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11929680 (value 168327780; 0.03% of shares outstanding; change 0.00)
Holder of LYFT: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 21107659 (value 299728753; 0.06% of shares outstanding; change 0.14)
Holder of LYFT: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 3486305 (value 49191762; 0.01% of shares outstanding; change -0.18)
Holder of LYFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4440758 (value 63058762; 0.01% of shares outstanding; change 0.03)
Holder of LYFT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8720267 (value 123827789; 0.02% of shares outstanding; change 0.01)
Holder of LYFT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 5553176 (value 78855098; 0.01% of shares outstanding; change 0.00)
Holder of LYFT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12084500 (value 171599897; 0.03% of shares outstanding; change 0.01)
Holder of LYFT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3586366 (value 48953894; 0.01% of shares outstanding; change 0.22)
Holder of LYFT: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 2952353 (value 41982460; 0.01% of shares outstanding; change -0.15)
Holder of LYFT: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 3149745 (value 44726378; 0.01% of shares outstanding; change 0.65)
Holder of LYFT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 3637824 (value 51729858; 0.01% of shares outstanding; change 0.01)
Holder of LYFT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 24259206 (value 344965915; 0.06% of shares outstanding; change 0.01)
Holder of LYFT: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-04-30: 3499943 (value 49769190; 0.01% of shares outstanding; change 0.02)
Holder of LYFT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 5265526 (value 74875781; 0.01% of shares outstanding; change 0.47)
Holder of LYFT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 3659014 (value 56952551; 0.01% of shares outstanding; change 0.01)
Holder of LYFT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 24153034 (value 342973078; 0.06% of shares outstanding; change 0.00)
Holder of LYFT: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-05-31: 3524619 (value 50049589; 0.01% of shares outstanding; change 0.01)
Holder of LYFT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 5633516 (value 79995926; 0.01% of shares outstanding; change 0.07)
Holder of LYFT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 3480024 (value 49416340; 0.01% of shares outstanding; change -0.05)
Holder of LYG: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Value PORT.
Shares held as of 2026-01-31: 608371 (value 3492049; 0.00% of shares outstanding; change 0.00)
Holder of LYG: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 1844768 (value 10588967; 0.00% of shares outstanding; change 0.00)
Holder of LYG: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 4257796 (value 24439748; 0.00% of shares outstanding; change 0.00)
Holder of LYG: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 4367826 (value 25071320; 0.00% of shares outstanding; change 0.00)
Holder of LYG: Steward Funds Inc-Steward Global Equity Income Fund
Shares held as of 2026-01-31: 1954799 (value 11220545; 0.00% of shares outstanding; change -0.01)
Holder of LYG: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-01-31: 770339 (value 4421745; 0.00% of shares outstanding; change 0.08)
Holder of LYG: American Century ETF Trust-Avantis International Equity Fund
Shares held as of 2026-03-31: 592835 (value 3568866; 0.00% of shares outstanding; change 0.00)
Holder of LYG: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-03-31: 996726 (value 5452091; 0.00% of shares outstanding; change 0.00)
Holder of LYG: TIMOTHY PLAN-Timothy Plan International Fund
Shares held as of 2026-03-31: 1005000 (value 6050099; 0.00% of shares outstanding; change 0.03)
Holder of LYG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 10429482 (value 57362151; 0.00% of shares outstanding; change 0.09)
Holder of LYG: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Value PORT.
Shares held as of 2026-04-30: 608371 (value 3662393; 0.00% of shares outstanding; change 0.00)
Holder of LYG: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 1844768 (value 11105503; 0.00% of shares outstanding; change 0.00)
Holder of LYG: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 4257796 (value 25631931; 0.00% of shares outstanding; change 0.00)
Holder of LYG: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 4367826 (value 26294312; 0.00% of shares outstanding; change 0.00)
Holder of LYG: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-04-30: 996726 (value 5721207; 0.00% of shares outstanding; change 0.00)
Holder of LYG: Steward Funds Inc-Steward Global Equity Income Fund
Shares held as of 2026-04-30: 1939659 (value 11676747; 0.00% of shares outstanding; change -0.01)
Holder of LYG: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-04-30: 805398 (value 4848495; 0.00% of shares outstanding; change 0.05)
Holder of LYG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 10992793 (value 65517046; 0.00% of shares outstanding; change 0.05)
Holder of LYG: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-05-31: 996726 (value 6000290; 0.00% of shares outstanding; change 0.00)
Holder of LYG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 10558708 (value 63563421; 0.00% of shares outstanding; change -0.04)
Holder of LYTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 334264 (value 8099216; 0.01% of shares outstanding; change 0.00)
Holder of LYTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 885721 (value 21461019; 0.02% of shares outstanding; change 0.00)
Holder of LYTS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 260499 (value 6783394; 0.01% of shares outstanding; change 0.00)
Holder of LYTS: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 247816 (value 6004581; 0.01% of shares outstanding; change -0.03)
Holder of LYTS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 264840 (value 6896433; 0.01% of shares outstanding; change 0.01)
Holder of LYTS: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 256544 (value 6680405; 0.01% of shares outstanding; change 0.17)
Holder of LYTS: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 287590 (value 6680715; 0.01% of shares outstanding; change 0.31)
Holder of LYTS: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 286946 (value 6665755; 0.01% of shares outstanding; change 0.48)
Holder of LYTS: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 496657 (value 11537341; 0.01% of shares outstanding; change 0.00)
Holder of LYTS: Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF
Shares held as of 2026-03-31: 972890 (value 22600234; 0.03% of shares outstanding; change 0.32)
Holder of LYTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 348158 (value 8087710; 0.01% of shares outstanding; change 0.04)
Holder of LYTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1080889 (value 25109050; 0.03% of shares outstanding; change 0.22)
Holder of LYTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 673774 (value 16325543; 0.02% of shares outstanding; change 0.04)
Holder of LYTS: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 285991 (value 6643570; 0.01% of shares outstanding; change 1.00)
Holder of LYTS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 272831 (value 6337864; 0.01% of shares outstanding; change 0.03)
Holder of LYTS: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 273437 (value 6351941; 0.01% of shares outstanding; change 0.10)
Holder of LYTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 647442 (value 16859390; 0.02% of shares outstanding; change -0.04)
Holder of LYTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 663981 (value 15424278; 0.02% of shares outstanding; change 0.03)
Holder of LYV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3982055 (value 670617897; 0.02% of shares outstanding; change 0.02)
Holder of LYV: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 2208262 (value 371893411; 0.01% of shares outstanding; change -0.08)
Holder of LYV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5170327 (value 870734789; 0.02% of shares outstanding; change 0.00)
Holder of LYV: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 8092240 (value 1380212434; 0.03% of shares outstanding; change 0.10)
Holder of LYV: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 2156753 (value 382262913; 0.01% of shares outstanding; change 0.00)
Holder of LYV: Fidelity Contrafund
Shares held as of 2026-03-31: 3119614 (value 525374205; 0.01% of shares outstanding; change 0.05)
Holder of LYV: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 6011636 (value 1065502397; 0.03% of shares outstanding; change 0.44)
Holder of LYV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4013730 (value 711393527; 0.02% of shares outstanding; change 0.01)
Holder of LYV: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2080408 (value 368731525; 0.01% of shares outstanding; change -0.06)
Holder of LYV: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3549629 (value 629136263; 0.02% of shares outstanding; change -0.01)
Holder of LYV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5211558 (value 923696568; 0.02% of shares outstanding; change 0.01)
Holder of LYV: Fidelity Contrafund
Shares held as of 2026-04-30: 3980970 (value 678994233; 0.02% of shares outstanding; change 0.28)
Holder of LYV: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 8195088 (value 1452497442; 0.03% of shares outstanding; change 0.01)
Holder of LYV: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 7173109 (value 1237432994; 0.03% of shares outstanding; change 0.38)
Holder of LYV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2042387 (value 348349521; 0.01% of shares outstanding; change 0.01)
Holder of LYV: Fidelity Contrafund
Shares held as of 2026-05-31: 3922970 (value 695307224; 0.02% of shares outstanding; change -0.01)
Holder of LYV: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-05-31: 7079458 (value 1273559127; 0.03% of shares outstanding; change -0.01)
Holder of LYV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2080291 (value 368710788; 0.01% of shares outstanding; change 0.02)
Holder of LYV: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 5609101 (value 994157092; 0.02% of shares outstanding; change -0.21)
Holder of LZ: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 1288000 (value 8101519; 0.01% of shares outstanding; change 0.25)
Holder of LZ: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 1872030 (value 11775068; 0.01% of shares outstanding; change -0.21)
Holder of LZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2152741 (value 13540740; 0.01% of shares outstanding; change -0.06)
Holder of LZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3827199 (value 24073081; 0.02% of shares outstanding; change -0.06)
Holder of LZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5377878 (value 33826852; 0.03% of shares outstanding; change -0.01)
Holder of LZ: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 2048230 (value 11224300; 0.01% of shares outstanding; change -0.16)
Holder of LZ: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 2163802 (value 11857635; 0.01% of shares outstanding; change 1.10)
Holder of LZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1245020 (value 6822709; 0.01% of shares outstanding; change 0.01)
Holder of LZ: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1722644 (value 12368583; 0.01% of shares outstanding; change -0.08)
Holder of LZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1292505 (value 9280185; 0.01% of shares outstanding; change 0.04)
Holder of LZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2125700 (value 15262525; 0.01% of shares outstanding; change -0.01)
Holder of LZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3795349 (value 27250605; 0.02% of shares outstanding; change -0.01)
Holder of LZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5398540 (value 38761516; 0.03% of shares outstanding; change 0.00)
Holder of LZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3058597 (value 19238575; 0.02% of shares outstanding; change -0.02)
Holder of LZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1232102 (value 8846492; 0.01% of shares outstanding; change -0.01)
Holder of LZ: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 1914759 (value 13747969; 0.01% of shares outstanding; change -0.07)
Holder of LZ: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 2152318 (value 15453642; 0.01% of shares outstanding; change -0.01)
Holder of LZ: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7046361 (value 38614058; 0.04% of shares outstanding; change 0.02)
Holder of LZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2938968 (value 16105544; 0.02% of shares outstanding; change -0.04)
Holder of LZ: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6989261 (value 50182892; 0.04% of shares outstanding; change -0.01)
Holder of LZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2966899 (value 21302334; 0.02% of shares outstanding; change 0.01)
Holder of LZB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 937406 (value 35227719; 0.02% of shares outstanding; change -0.04)
Holder of LZB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 603543 (value 22681147; 0.01% of shares outstanding; change -0.03)
Holder of LZB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1300304 (value 48865426; 0.03% of shares outstanding; change 0.00)
Holder of LZB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 623348 (value 24927687; 0.02% of shares outstanding; change 0.00)
Holder of LZB: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 959965 (value 38389001; 0.02% of shares outstanding; change -0.05)
Holder of LZB: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 627420 (value 24896025; 0.02% of shares outstanding; change -0.16)
Holder of LZB: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 647773 (value 24932783; 0.02% of shares outstanding; change -0.23)
Holder of LZB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 943935 (value 37455341; 0.02% of shares outstanding; change 0.01)
Holder of LZB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 601036 (value 23849108; 0.02% of shares outstanding; change 0.00)
Holder of LZB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1300304 (value 51596063; 0.03% of shares outstanding; change 0.00)
Holder of LZB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1013078 (value 38071473; 0.02% of shares outstanding; change 0.01)
Holder of LZB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1422184 (value 51667947; 0.03% of shares outstanding; change 0.05)
Holder of LZB: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 647773 (value 25703632; 0.02% of shares outstanding; change 0.00)
Holder of LZB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 623348 (value 24734448; 0.02% of shares outstanding; change 0.00)
Holder of LZB: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 959965 (value 38091411; 0.02% of shares outstanding; change 0.00)
Holder of LZB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2515764 (value 100605406; 0.06% of shares outstanding; change 0.02)
Holder of LZB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 973353 (value 38924388; 0.02% of shares outstanding; change -0.04)
Holder of LZB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1486673 (value 59452055; 0.04% of shares outstanding; change 0.05)
Holder of LZB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2502286 (value 99290709; 0.06% of shares outstanding; change -0.01)
Holder of LZB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 989795 (value 39275065; 0.02% of shares outstanding; change 0.02)
Holder of LZB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1551904 (value 61579551; 0.04% of shares outstanding; change 0.04)
Holder of LZM: SPROTT FUNDS TRUST-Sprott Nickel Miners ETF
Shares held as of 2025-12-31: 260245 (value 1366286; 0.00% of shares outstanding; change 1.47)
Holder of LZM: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-01-31: 775168 (value 3294464; 0.01% of shares outstanding; change 0.00)
Holder of LZM: RUSSELL INVESTMENT CO-Tax-Managed Real Assets Fund
Shares held as of 2026-01-31: 292842 (value 1244578; 0.00% of shares outstanding; change 0.20)
Holder of LZM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 264932 (value 1125961; 0.00% of shares outstanding; change 0.00)
Holder of LZM: GMO TRUST-GMO Climate Change Fund
Shares held as of 2026-02-28: 460000 (value 1467400; 0.01% of shares outstanding; change 0.00)
Holder of LZM: GMO TRUST-GMO Resources Fund
Shares held as of 2026-02-28: 1221000 (value 3894990; 0.02% of shares outstanding; change 0.00)
Holder of LZM: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 137002 (value 437036; 0.00% of shares outstanding; change 0.01)
Holder of LZM: SPROTT FUNDS TRUST-Sprott Nickel Miners ETF
Shares held as of 2026-03-31: 559549 (value 1784961; 0.01% of shares outstanding; change 1.15)
Holder of LZM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 709067 (value 3722601; 0.01% of shares outstanding; change 0.02)
Holder of LZM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 319629 (value 1019616; 0.00% of shares outstanding; change 0.21)
Holder of LZM: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 1670270 (value 6564161; 0.02% of shares outstanding; change -0.19)
Holder of LZM: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 350000 (value 1116500; 0.00% of shares outstanding; change 1.00)
Holder of LZM: RUSSELL INVESTMENT CO-Tax-Managed Real Assets Fund
Shares held as of 2026-04-30: 180793 (value 576729; 0.00% of shares outstanding; change -0.38)
Holder of LZM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 736278 (value 3129181; 0.01% of shares outstanding; change 0.04)
Holder of LZM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 265381 (value 1127869; 0.00% of shares outstanding; change 0.00)
Holder of LZM: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 1921422 (value 6090907; 0.02% of shares outstanding; change 0.15)
Holder of LZM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 788300 (value 2514677; 0.01% of shares outstanding; change 0.07)
Holder of LZM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 262645 (value 837837; 0.00% of shares outstanding; change -0.01)
Holder of LZM: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 1703492 (value 5434139; 0.02% of shares outstanding; change -0.11)
Holder of LZMH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3846 (value 4269; 0.00% of shares outstanding; change 0.00)
Holder of LZMH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3846 (value 5076; 0.00% of shares outstanding; change 0.00)
Holder of LZMH: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 4636 (value 6490; 0.00% of shares outstanding; change 0.00)
Holder of LZMH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3845 (value 4614; 0.00% of shares outstanding; change 0.00)
Holder of LZMH: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 5245 (value 6451; 0.00% of shares outstanding; change 0.13)
Holder of M: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2894488 (value 62984059; 0.01% of shares outstanding; change 0.00)
Holder of M: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5790460 (value 126000410; 0.02% of shares outstanding; change -0.05)
Holder of M: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3732220 (value 81213108; 0.01% of shares outstanding; change -0.05)
Holder of M: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7921524 (value 172372364; 0.03% of shares outstanding; change -0.01)
Holder of M: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 3650546 (value 90022463; 0.01% of shares outstanding; change 0.00)
Holder of M: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 2396220 (value 59090784; 0.01% of shares outstanding; change 0.00)
Holder of M: Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund
Shares held as of 2026-03-31: 2121700 (value 52321121; 0.01% of shares outstanding; change -0.06)
Holder of M: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2968401 (value 69401212; 0.01% of shares outstanding; change 0.03)
Holder of M: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5824403 (value 136174537; 0.02% of shares outstanding; change 0.01)
Holder of M: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3708777 (value 86711203; 0.01% of shares outstanding; change -0.01)
Holder of M: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7942356 (value 185692276; 0.03% of shares outstanding; change 0.00)
Holder of M: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 9816348 (value 217530270; 0.04% of shares outstanding; change -0.06)
Holder of M: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 3650546 (value 85349762; 0.01% of shares outstanding; change 0.00)
Holder of M: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 2396220 (value 56023621; 0.01% of shares outstanding; change 0.00)
Holder of M: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 2011547 (value 51032949; 0.01% of shares outstanding; change 0.00)
Holder of M: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 8980984 (value 221471064; 0.03% of shares outstanding; change 0.02)
Holder of M: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 9691667 (value 238996506; 0.04% of shares outstanding; change -0.01)
Holder of M: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1991905 (value 44748146; 0.01% of shares outstanding; change -0.01)
Holder of M: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 9019925 (value 210885838; 0.03% of shares outstanding; change 0.00)
Holder of M: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 9405297 (value 219895835; 0.04% of shares outstanding; change -0.03)
Holder of M: Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund
Shares held as of 2026-06-30: 2121700 (value 49605344; 0.01% of shares outstanding; change 0.00)
Holder of M: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 2029239 (value 47443606; 0.01% of shares outstanding; change 0.02)
Holder of M44.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 3644779 (value 46543829; 0.01% of shares outstanding; change 0.01)
Holder of M44.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 7851347 (value 86820192; 0.02% of shares outstanding; change 0.03)
Holder of M44.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4214526 (value 46604226; 0.01% of shares outstanding; change 0.03)
Holder of M44.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4130711 (value 45677400; 0.01% of shares outstanding; change -0.05)
Holder of M44.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8283359 (value 91597380; 0.02% of shares outstanding; change -0.03)
Holder of M44.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11448534 (value 126597884; 0.03% of shares outstanding; change -0.04)
Holder of M44.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3754839 (value 41521008; 0.01% of shares outstanding; change 0.03)
Holder of M44.DE: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 3458777 (value 44168583; 0.01% of shares outstanding; change 0.01)
Holder of M44.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 23047549 (value 294317211; 0.06% of shares outstanding; change 0.02)
Holder of M44.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 8958360 (value 114398261; 0.02% of shares outstanding; change -0.04)
Holder of M44.DE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 3234059 (value 41298934; 0.01% of shares outstanding; change -0.01)
Holder of M44.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 22944228 (value 253717264; 0.06% of shares outstanding; change 0.00)
Holder of M44.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 9063455 (value 100223681; 0.02% of shares outstanding; change 0.01)
Holder of M44.DE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 3282904 (value 36302351; 0.01% of shares outstanding; change 0.02)
Holder of M44.DE: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 3494903 (value 38646636; 0.01% of shares outstanding; change 0.01)
Holder of M4I.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 10400496 (value 4386929085; 0.01% of shares outstanding; change 0.00)
Holder of M4I.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 5149085 (value 2428308517; 0.01% of shares outstanding; change -0.10)
Holder of M4I.DE: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 4836443 (value 2280866548; 0.01% of shares outstanding; change -0.19)
Holder of M4I.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 20695526 (value 9760010187; 0.02% of shares outstanding; change 0.00)
Holder of M4I.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 8471842 (value 3995320738; 0.01% of shares outstanding; change 0.00)
Holder of M4I.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 25298677 (value 11930856227; 0.03% of shares outstanding; change 0.00)
Holder of M4I.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 4591900 (value 2165540068; 0.01% of shares outstanding; change -0.02)
Holder of M4I.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 5696877 (value 2402942649; 0.01% of shares outstanding; change 0.03)
Holder of M4I.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 9735373 (value 4106380212; 0.01% of shares outstanding; change 0.03)
Holder of M4I.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 10533885 (value 4443192564; 0.01% of shares outstanding; change 0.01)
Holder of M4I.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 10421880 (value 4914958671; 0.01% of shares outstanding; change 0.00)
Holder of M4I.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 10729585 (value 5060072351; 0.01% of shares outstanding; change 0.02)
Holder of M4I.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 5493193 (value 2590589852; 0.01% of shares outstanding; change 0.00)
Holder of M4I.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 9746030 (value 4596227807; 0.01% of shares outstanding; change -0.01)
Holder of M4M1.DE: CULLEN FUNDS TRUST-Cullen Emerging Markets High Dividend Fund
Shares held as of 2026-03-31: 643141 (value 54666985; 0.01% of shares outstanding; change 0.30)
Holder of M4M1.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 7551010 (value 641835850; 0.07% of shares outstanding; change 0.00)
Holder of M4M1.DE: Perpetual Americas Funds Trust-JOHCM International Select Fund
Shares held as of 2026-03-31: 873837 (value 74276145; 0.01% of shares outstanding; change -0.12)
Holder of M4M1.DE: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 476680 (value 40517800; 0.00% of shares outstanding; change 0.00)
Holder of M4M1.DE: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-04-30: 1469895 (value 124941075; 0.01% of shares outstanding; change 0.00)
Holder of M4M1.DE: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-05-31: 731992 (value 63317308; 0.01% of shares outstanding; change 0.00)
Holder of M4M1.DE: John Hancock Investment Trust-International Dynamic Growth Fund
Shares held as of 2026-05-31: 731010 (value 62135850; 0.01% of shares outstanding; change 0.95)
Holder of M4M1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 715189 (value 60791065; 0.01% of shares outstanding; change -0.01)
Holder of M4M1.DE: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-05-31: 470250 (value 39971250; 0.00% of shares outstanding; change -0.03)
Holder of M4M1.DE: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-06-30: 760622 (value 64652870; 0.01% of shares outstanding; change 0.04)
Holder of M4M1.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2151133 (value 182846305; 0.02% of shares outstanding; change 1.00)