speb/financial-data huggingface dataset:
Holder of DINO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4971441 (value 438978255; 0.03% of shares outstanding; change 0.01)
Holder of DINO: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 2165294 (value 191195466; 0.01% of shares outstanding; change 0.01)
Holder of DINO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2420426 (value 213723623; 0.01% of shares outstanding; change 0.00)
Holder of DINO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1317694 (value 116352384; 0.01% of shares outstanding; change 0.00)
Holder of DINO: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 1510612 (value 107646214; 0.01% of shares outstanding; change 0.03)
Holder of DINO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5278404 (value 347530100; 0.03% of shares outstanding; change 0.02)
Holder of DINO: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 2792561 (value 183862206; 0.02% of shares outstanding; change 0.00)
Holder of DINO: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 1591860 (value 121339526; 0.01% of shares outstanding; change 0.05)
Holder of DINO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5304242 (value 468364584; 0.03% of shares outstanding; change 0.00)
Holder of DINO: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2765856 (value 244225093; 0.02% of shares outstanding; change -0.01)
Holder of DIO.DE: SCHWAB CAPITAL TRUST-Schwab International Core Equity Fund
Shares held as of 2026-01-31: 3013 (value 1331746; 0.00% of shares outstanding; change 0.00)
Holder of DIO.DE: -MFS Blended Research International Equity ETF
Shares held as of 2026-02-28: 820 (value 351780; 0.00% of shares outstanding; change 1.00)
Holder of DIO.DE: MFS SERIES TRUST IV-MFS Blended Research International Equity Fund
Shares held as of 2026-02-28: 13969 (value 5992701; 0.00% of shares outstanding; change 0.39)
Holder of DIO.DE: AB CAP FUND, INC.-AB Global Core Equity Portfolio
Shares held as of 2026-03-31: 23131 (value 10223902; 0.00% of shares outstanding; change -0.32)
Holder of DIO.DE: Advanced Series Trust-AST INTERNATIONAL EQUITY PORTFOLIO
Shares held as of 2026-03-31: 946 (value 405834; 0.00% of shares outstanding; change -0.04)
Holder of DIO.DE: U.S. GLOBAL INVESTORS FUNDS-USGI Global Luxury Goods Fund
Shares held as of 2026-03-31: 1560 (value 669240; 0.00% of shares outstanding; change 0.93)
Holder of DIO.DE: First TRT Exch-Trd Fd. III-First TRT RiverFront Dynamic Developed Intl
Shares held as of 2026-04-30: 1730 (value 764660; 0.00% of shares outstanding; change 0.00)
Holder of DIO.DE: SCHWAB CAPITAL TRUST-Schwab International Core Equity Fund
Shares held as of 2026-04-30: 3013 (value 1292577; 0.00% of shares outstanding; change 0.00)
Holder of DIO.DE: SPDR INDEX SHARES FUNDS-State Street SPDR Portfolio Europe ETF
Shares held as of 2026-04-30: 200 (value 88400; 0.00% of shares outstanding; change 0.00)
Holder of DIO.DE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 2010 (value 888420; 0.00% of shares outstanding; change 0.00)
Holder of DIO.DE: iShares Trust-iShares International Equity Factor ETF
Shares held as of 2026-04-30: 6103 (value 2697526; 0.00% of shares outstanding; change 0.03)
Holder of DIO.DE: AB CAP FUND, INC.-AB Global Core Equity Portfolio
Shares held as of 2026-05-31: 18864 (value 8092656; 0.00% of shares outstanding; change -0.13)
Holder of DIO.DE: First TRT Exch-Trd Fd. III-First TRT RiverFront Dynamic Developed Intl
Shares held as of 2026-05-31: 1779 (value 810868; 0.00% of shares outstanding; change 0.03)
Holder of DIO.DE: SPDR INDEX SHARES FUNDS-State Street SPDR Portfolio Europe ETF
Shares held as of 2026-05-31: 194 (value 83226; 0.00% of shares outstanding; change -0.03)
Holder of DIO.DE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 2010 (value 862290; 0.00% of shares outstanding; change 0.00)
Holder of DIO.DE: iShares Trust-iShares International Equity Factor ETF
Shares held as of 2026-05-31: 6111 (value 2621619; 0.00% of shares outstanding; change 0.00)
Holder of DIO.DE: First TRT Exch-Trd Fd. III-First TRT RiverFront Dynamic Developed Intl
Shares held as of 2026-06-30: 1780 (value 763620; 0.00% of shares outstanding; change 0.00)
Holder of DIOD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 592943 (value 62448756; 0.01% of shares outstanding; change 0.02)
Holder of DIOD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1051191 (value 110711435; 0.02% of shares outstanding; change 0.01)
Holder of DIOD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1493071 (value 157250237; 0.03% of shares outstanding; change 0.06)
Holder of DIOD: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1062573 (value 130441463; 0.02% of shares outstanding; change -0.13)
Holder of DIOD: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1162592 (value 101273389; 0.03% of shares outstanding; change 0.03)
Holder of DIOD: Calvert Impact Fund, Inc.-Calvert Small-Cap Fund
Shares held as of 2026-03-31: 627756 (value 54683825; 0.01% of shares outstanding; change -0.11)
Holder of DIOD: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 774114 (value 78231958; 0.02% of shares outstanding; change 6.93)
Holder of DIOD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 561731 (value 54170471; 0.01% of shares outstanding; change -0.05)
Holder of DIOD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1004759 (value 87524557; 0.02% of shares outstanding; change -0.04)
Holder of DIOD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1392261 (value 121279856; 0.03% of shares outstanding; change -0.07)
Holder of DIOD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1125741 (value 118563041; 0.02% of shares outstanding; change 0.01)
Holder of DIOD: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1057936 (value 92156805; 0.02% of shares outstanding; change 0.00)
Holder of DIOD: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 777761 (value 85118165; 0.02% of shares outstanding; change 0.00)
Holder of DIOD: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-04-30: 593006 (value 64489402; 0.01% of shares outstanding; change 0.10)
Holder of DIOD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2795796 (value 343211922; 0.06% of shares outstanding; change 0.02)
Holder of DIOD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1084294 (value 104363297; 0.02% of shares outstanding; change -0.04)
Holder of DIOD: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 735045 (value 64029770; 0.02% of shares outstanding; change -0.05)
Holder of DIOD: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-05-31: 676188 (value 58841877; 0.01% of shares outstanding; change 0.14)
Holder of DIOD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2783157 (value 242440807; 0.06% of shares outstanding; change 0.00)
Holder of DIOD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1100181 (value 95836767; 0.02% of shares outstanding; change 0.01)
Holder of DIOD: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-06-30: 675071 (value 58805435; 0.01% of shares outstanding; change 0.00)
Holder of DIOD: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 729655 (value 63560247; 0.02% of shares outstanding; change 0.40)
Holder of DIS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 45019479 (value 4584333629; 0.03% of shares outstanding; change 0.01)
Holder of DIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 56091296 (value 5711776774; 0.03% of shares outstanding; change -0.01)
Holder of DIS: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 6720036 (value 688467667; 0.00% of shares outstanding; change 0.08)
Holder of DIS: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 7484489 (value 709903770; 0.00% of shares outstanding; change 1.00)
Holder of DIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 22623662 (value 2303767542; 0.01% of shares outstanding; change 0.00)
Holder of DIS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 45015281 (value 4269699334; 0.03% of shares outstanding; change 0.00)
Holder of DIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 56248921 (value 5335210071; 0.03% of shares outstanding; change 0.00)
Holder of DIS: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 16385167 (value 1554133064; 0.01% of shares outstanding; change 0.00)
Holder of DIS: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 9988363 (value 947396215; 0.01% of shares outstanding; change -0.03)
Holder of DIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 22701766 (value 2325795857; 0.01% of shares outstanding; change 0.00)
Holder of DIS: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 11307993 (value 1131251630; 0.01% of shares outstanding; change 0.00)
Holder of DIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 21154202 (value 2116266387; 0.01% of shares outstanding; change 0.03)
Holder of DIS: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-04-30: 7000632 (value 664009934; 0.00% of shares outstanding; change 1.00)
Holder of DIS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 22913870 (value 2232040160; 0.01% of shares outstanding; change 0.01)
Holder of DIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 22670167 (value 2150265305; 0.01% of shares outstanding; change 0.00)
Holder of DIS: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-05-31: 11160363 (value 1070111430; 0.01% of shares outstanding; change -0.01)
Holder of DIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 21361232 (value 2048221775; 0.01% of shares outstanding; change 0.01)
Holder of DIS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 23339878 (value 2213787392; 0.01% of shares outstanding; change 0.02)
Holder of DIS: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 10437076 (value 989956642; 0.01% of shares outstanding; change -0.06)
Holder of DIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 20987599 (value 1990673733; 0.01% of shares outstanding; change -0.02)
Holder of DIT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2256 (value 182916; 0.00% of shares outstanding; change 0.00)
Holder of DIT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11387 (value 923257; 0.01% of shares outstanding; change 0.00)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 1752 (value 142052; 0.00% of shares outstanding; change 0.00)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 8835 (value 618450; 0.01% of shares outstanding; change 0.00)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 4635 (value 337891; 0.00% of shares outstanding; change 0.00)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 6962 (value 507529; 0.01% of shares outstanding; change 0.00)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 3650 (value 266085; 0.00% of shares outstanding; change 0.00)
Holder of DIT: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 3675 (value 238875; 0.00% of shares outstanding; change 0.00)
Holder of DIT: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 3270 (value 212550; 0.00% of shares outstanding; change 0.00)
Holder of DIT: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 2850 (value 185250; 0.00% of shares outstanding; change 0.00)
Holder of DIT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 4790 (value 311350; 0.00% of shares outstanding; change 1.00)
Holder of DIT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2288 (value 148720; 0.00% of shares outstanding; change 0.01)
Holder of DIT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11386 (value 740090; 0.01% of shares outstanding; change 0.00)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 8655 (value 562575; 0.01% of shares outstanding; change -0.02)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 4620 (value 300300; 0.00% of shares outstanding; change 0.00)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 6961 (value 452465; 0.01% of shares outstanding; change 0.00)
Holder of DIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 3649 (value 237185; 0.00% of shares outstanding; change 0.00)
Holder of DIV.TO: Fidelity Investment Trust-Fidelity Canada Fund
Shares held as of 2026-03-31: 2014150 (value 9688061; 0.01% of shares outstanding; change -0.02)
Holder of DIV.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 11829400 (value 56899413; 0.07% of shares outstanding; change 0.00)
Holder of DIV.TO: Fidelity Investment Trust-Fidelity Canada Fund
Shares held as of 2026-04-30: 2014150 (value 9567212; 0.01% of shares outstanding; change 0.00)
Holder of DIV.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 11800200 (value 56050950; 0.07% of shares outstanding; change 0.00)
Holder of DIV.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 73245 (value 358168; 0.00% of shares outstanding; change 0.02)
Holder of DIV.TO: Fidelity Investment Trust-Fidelity Canada Fund
Shares held as of 2026-05-31: 2016250 (value 9052962; 0.01% of shares outstanding; change 0.00)
Holder of DIV.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 11805300 (value 53005794; 0.06% of shares outstanding; change 0.00)
Holder of DIV.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 71761 (value 322206; 0.00% of shares outstanding; change -0.02)
Holder of DJCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 9904 (value 5121556; 0.01% of shares outstanding; change -0.03)
Holder of DJCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 43290 (value 22386124; 0.03% of shares outstanding; change 0.00)
Holder of DJCO: Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET
Shares held as of 2026-01-31: 11388 (value 6004095; 0.01% of shares outstanding; change 1.00)
Holder of DJCO: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 6575 (value 3952824; 0.00% of shares outstanding; change 1.00)
Holder of DJCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 12399 (value 6537124; 0.01% of shares outstanding; change 0.01)
Holder of DJCO: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 6239 (value 3588048; 0.00% of shares outstanding; change 0.01)
Holder of DJCO: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 32883 (value 18911012; 0.02% of shares outstanding; change 0.03)
Holder of DJCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 10271 (value 5906851; 0.01% of shares outstanding; change 0.04)
Holder of DJCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 28590 (value 16442108; 0.02% of shares outstanding; change -0.34)
Holder of DJCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 30652 (value 15850762; 0.02% of shares outstanding; change 0.00)
Holder of DJCO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 6369 (value 3662811; 0.00% of shares outstanding; change 1.00)
Holder of DJCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 12499 (value 7188174; 0.01% of shares outstanding; change 0.01)
Holder of DJCO: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 6575 (value 3781282; 0.00% of shares outstanding; change 0.00)
Holder of DJCO: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-04-30: 8817 (value 4651144; 0.01% of shares outstanding; change 0.03)
Holder of DJCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 29517 (value 17248849; 0.02% of shares outstanding; change -0.04)
Holder of DJCO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 8061 (value 4710606; 0.01% of shares outstanding; change 0.00)
Holder of DJCO: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-05-31: 9075 (value 5303157; 0.01% of shares outstanding; change 0.03)
Holder of DJCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 30256 (value 17400224; 0.02% of shares outstanding; change 0.03)
Holder of DJCO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 7981 (value 4589872; 0.01% of shares outstanding; change -0.01)
Holder of DJCO: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-06-30: 9375 (value 5391562; 0.01% of shares outstanding; change 0.03)
Holder of DJT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1752931 (value 16319788; 0.01% of shares outstanding; change 0.02)
Holder of DJT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3808624 (value 35458291; 0.01% of shares outstanding; change 0.06)
Holder of DJT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2458076 (value 22884688; 0.01% of shares outstanding; change 0.06)
Holder of DJT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5353337 (value 49839569; 0.02% of shares outstanding; change 0.11)
Holder of DJT: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 787547 (value 6741402; 0.00% of shares outstanding; change 0.02)
Holder of DJT: VANGUARD WORLD FUND-Vanguard Communication Services Index Fund
Shares held as of 2026-02-28: 661985 (value 5666591; 0.00% of shares outstanding; change -0.01)
Holder of DJT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 850992 (value 7037704; 0.00% of shares outstanding; change 0.00)
Holder of DJT: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-03-31: 591408 (value 5506008; 0.00% of shares outstanding; change 0.01)
Holder of DJT: SCHWAB STRATEGIC TRUST-Schwab Crypto Thematic ETF
Shares held as of 2026-03-31: 1033973 (value 8850809; 0.00% of shares outstanding; change 1.00)
Holder of DJT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1792785 (value 15346240; 0.01% of shares outstanding; change 0.02)
Holder of DJT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3872148 (value 33145588; 0.01% of shares outstanding; change 0.02)
Holder of DJT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2466195 (value 21110630; 0.01% of shares outstanding; change 0.00)
Holder of DJT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5423671 (value 46426626; 0.02% of shares outstanding; change 0.01)
Holder of DJT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 581408 (value 4500097; 0.00% of shares outstanding; change -0.32)
Holder of DJT: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-04-30: 594302 (value 4825732; 0.00% of shares outstanding; change 0.00)
Holder of DJT: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-04-30: 639865 (value 5464447; 0.00% of shares outstanding; change 0.02)
Holder of DJT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 780498 (value 6681063; 0.00% of shares outstanding; change 0.34)
Holder of DJT: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-05-31: 595747 (value 5099594; 0.00% of shares outstanding; change 0.00)
Holder of DJT: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 646984 (value 5538183; 0.00% of shares outstanding; change 0.01)
Holder of DK: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 1047600 (value 46628674; 0.02% of shares outstanding; change -0.06)
Holder of DK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 650588 (value 28957670; 0.01% of shares outstanding; change 0.01)
Holder of DK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1296449 (value 57704942; 0.02% of shares outstanding; change -0.04)
Holder of DK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 834712 (value 37153029; 0.01% of shares outstanding; change -0.04)
Holder of DK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1820259 (value 81019725; 0.03% of shares outstanding; change -0.02)
Holder of DK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 583494 (value 25020223; 0.01% of shares outstanding; change 0.01)
Holder of DK: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 862412 (value 54504439; 0.01% of shares outstanding; change 0.17)
Holder of DK: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1115400 (value 49646452; 0.02% of shares outstanding; change 0.12)
Holder of DK: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 1272266 (value 80407212; 0.02% of shares outstanding; change 0.21)
Holder of DK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 670631 (value 42383879; 0.01% of shares outstanding; change 0.03)
Holder of DK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1316827 (value 83223467; 0.02% of shares outstanding; change 0.02)
Holder of DK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 837639 (value 52938785; 0.01% of shares outstanding; change 0.00)
Holder of DK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1842587 (value 116451499; 0.03% of shares outstanding; change 0.01)
Holder of DK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1446455 (value 64381709; 0.02% of shares outstanding; change -0.01)
Holder of DK: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1168700 (value 50113857; 0.02% of shares outstanding; change 0.05)
Holder of DK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 583336 (value 36866835; 0.01% of shares outstanding; change 0.00)
Holder of DK: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 1621891 (value 76585694; 0.03% of shares outstanding; change 0.03)
Holder of DK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1389932 (value 73124323; 0.02% of shares outstanding; change -0.04)
Holder of DK: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1102700 (value 69690640; 0.02% of shares outstanding; change -0.06)
Holder of DK: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 1709072 (value 94272411; 0.03% of shares outstanding; change 0.05)
Holder of DK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1414162 (value 89375039; 0.02% of shares outstanding; change 0.02)
Holder of DK: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 1649672 (value 104259271; 0.03% of shares outstanding; change -0.03)
Holder of DKL: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-01-31: 153676 (value 7614645; 0.00% of shares outstanding; change -0.03)
Holder of DKL: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 1227101 (value 70177904; 0.02% of shares outstanding; change 0.00)
Holder of DKL: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 286592 (value 16390196; 0.01% of shares outstanding; change 0.00)
Holder of DKL: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 4515317 (value 258230973; 0.08% of shares outstanding; change 0.04)
Holder of DKL: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-02-28: 279818 (value 15356412; 0.01% of shares outstanding; change 0.00)
Holder of DKL: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 456998 (value 25080050; 0.01% of shares outstanding; change 0.00)
Holder of DKL: Buffalo Funds-Buffalo Flexible Allocation Fund
Shares held as of 2026-03-31: 140000 (value 8006599; 0.00% of shares outstanding; change 0.00)
Holder of DKL: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 190528 (value 10896296; 0.00% of shares outstanding; change 0.00)
Holder of DKL: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 235638 (value 12493526; 0.00% of shares outstanding; change 0.05)
Holder of DKL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 1090929 (value 57841056; 0.02% of shares outstanding; change -0.01)
Holder of DKL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 276431 (value 14656371; 0.01% of shares outstanding; change 0.02)
Holder of DKL: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-05-31: 279818 (value 16002791; 0.01% of shares outstanding; change 0.00)
Holder of DKL: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 237822 (value 13051671; 0.00% of shares outstanding; change 0.01)
Holder of DKL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 1102115 (value 60484072; 0.02% of shares outstanding; change 0.01)
Holder of DKL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 280391 (value 15387858; 0.01% of shares outstanding; change 0.02)
Holder of DKL: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 390260 (value 22318968; 0.01% of shares outstanding; change -0.15)
Holder of DKL: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 237572 (value 13586742; 0.00% of shares outstanding; change 0.00)
Holder of DKL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 1114006 (value 63710001; 0.02% of shares outstanding; change 0.01)
Holder of DKL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 279314 (value 15973967; 0.01% of shares outstanding; change 0.00)
Holder of DKNG: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 5364800 (value 131383950; 0.01% of shares outstanding; change -0.40)
Holder of DKNG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5365461 (value 131400138; 0.01% of shares outstanding; change 0.01)
Holder of DKNG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 6375964 (value 156147356; 0.01% of shares outstanding; change 0.02)
Holder of DKNG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 11295259 (value 276620890; 0.02% of shares outstanding; change 0.01)
Holder of DKNG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15665354 (value 383644515; 0.03% of shares outstanding; change 0.05)
Holder of DKNG: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 4931528 (value 113474460; 0.01% of shares outstanding; change 0.00)
Holder of DKNG: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 4356757 (value 100248979; 0.01% of shares outstanding; change 0.02)
Holder of DKNG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2634315 (value 65673473; 0.01% of shares outstanding; change 0.01)
Holder of DKNG: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 18687749 (value 430005108; 0.04% of shares outstanding; change 0.11)
Holder of DKNG: JANUS INVESTMENT FUND-Janus Henderson Forty Fund
Shares held as of 2026-03-31: 21074132 (value 484915782; 0.04% of shares outstanding; change 0.08)
Holder of DKNG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5526750 (value 127170518; 0.01% of shares outstanding; change 0.03)
Holder of DKNG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 6044884 (value 139092782; 0.01% of shares outstanding; change -0.05)
Holder of DKNG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 10798838 (value 248481264; 0.02% of shares outstanding; change -0.04)
Holder of DKNG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14878886 (value 342363170; 0.03% of shares outstanding; change -0.05)
Holder of DKNG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2635688 (value 66577479; 0.01% of shares outstanding; change 0.00)
Holder of DKNG: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-04-30: 3190370 (value 82598677; 0.01% of shares outstanding; change -0.01)
Holder of DKNG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2552118 (value 58724235; 0.01% of shares outstanding; change -0.03)
Holder of DKNG: JANUS INVESTMENT FUND-Janus Henderson Forty Fund
Shares held as of 2026-05-31: 21074132 (value 545609264; 0.04% of shares outstanding; change 0.00)
Holder of DKNG: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 3194810 (value 73512578; 0.01% of shares outstanding; change 0.00)
Holder of DKS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 712376 (value 162115411; 0.01% of shares outstanding; change 0.00)
Holder of DKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1425204 (value 324333684; 0.02% of shares outstanding; change -0.05)
Holder of DKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 918854 (value 209103611; 0.01% of shares outstanding; change -0.05)
Holder of DKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1972650 (value 448915974; 0.03% of shares outstanding; change -0.01)
Holder of DKS: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 1224878 (value 292219153; 0.02% of shares outstanding; change 0.03)
Holder of DKS: Vanguard Explorer Fund
Shares held as of 2026-01-31: 524438 (value 125115177; 0.01% of shares outstanding; change 1.00)
Holder of DKS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 689482 (value 148121419; 0.01% of shares outstanding; change 73.14)
Holder of DKS: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2844826 (value 586147929; 0.04% of shares outstanding; change 0.23)
Holder of DKS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 741111 (value 152698505; 0.01% of shares outstanding; change 0.04)
Holder of DKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1454474 (value 299679813; 0.02% of shares outstanding; change 0.02)
Holder of DKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 926184 (value 190830945; 0.01% of shares outstanding; change 0.01)
Holder of DKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1997409 (value 411546136; 0.03% of shares outstanding; change 0.01)
Holder of DKS: VANGUARD WELLESLEY INCOME FUND
Shares held as of 2026-03-31: 1272438 (value 262173116; 0.02% of shares outstanding; change 0.23)
Holder of DKS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 792592 (value 179767789; 0.01% of shares outstanding; change 0.15)
Holder of DKS: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1191870 (value 245572886; 0.02% of shares outstanding; change -0.03)
Holder of DKS: Vanguard Explorer Fund
Shares held as of 2026-04-30: 524438 (value 108055201; 0.01% of shares outstanding; change 0.00)
Holder of DKS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2242788 (value 535061949; 0.03% of shares outstanding; change 0.02)
Holder of DKS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 699192 (value 144061514; 0.01% of shares outstanding; change -0.12)
Holder of DKS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2252513 (value 464107763; 0.03% of shares outstanding; change 0.00)
Holder of DKSH.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 182305 (value 11375832; 0.00% of shares outstanding; change 2.13)
Holder of DKSH.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 333307 (value 20665034; 0.01% of shares outstanding; change 0.01)
Holder of DKSH.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 193753 (value 11935184; 0.00% of shares outstanding; change 0.00)
Holder of DKSH.SW: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 522352 (value 32385824; 0.01% of shares outstanding; change 0.00)
Holder of DKSH.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 516470 (value 32124434; 0.01% of shares outstanding; change 0.01)
Holder of DKSH.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 183487 (value 11963351; 0.00% of shares outstanding; change 0.01)
Holder of DKSH.SW: FMI Funds Inc-International Fund
Shares held as of 2026-03-31: 765000 (value 49877997; 0.01% of shares outstanding; change -0.09)
Holder of DKSH.SW: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 513328 (value 31621004; 0.01% of shares outstanding; change -0.02)
Holder of DKSH.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 346690 (value 22604186; 0.01% of shares outstanding; change 0.04)
Holder of DKSH.SW: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 205461 (value 13396056; 0.00% of shares outstanding; change 0.25)
Holder of DKSH.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 360469 (value 22493266; 0.01% of shares outstanding; change 0.00)
Holder of DKSH.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 193753 (value 12632695; 0.00% of shares outstanding; change 0.00)
Holder of DKSH.SW: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 513328 (value 33468984; 0.01% of shares outstanding; change 0.00)
Holder of DKSH.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 514362 (value 33536400; 0.01% of shares outstanding; change 0.00)
Holder of DKSH.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 251365 (value 16213042; 0.00% of shares outstanding; change 0.03)
Holder of DKSH.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 141817 (value 9147196; 0.00% of shares outstanding; change 0.01)
Holder of DKSH.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 351126 (value 22647627; 0.01% of shares outstanding; change -0.03)
Holder of DKSH.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 253430 (value 16523635; 0.00% of shares outstanding; change 0.01)
Holder of DKSH.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 141817 (value 9246467; 0.00% of shares outstanding; change 0.00)
Holder of DKSH.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 345370 (value 22518122; 0.01% of shares outstanding; change -0.02)
Holder of DLB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 656660 (value 36648195; 0.01% of shares outstanding; change 0.00)
Holder of DLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 780675 (value 43569472; 0.01% of shares outstanding; change -0.04)
Holder of DLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1380270 (value 77032870; 0.02% of shares outstanding; change -0.05)
Holder of DLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1925797 (value 107478733; 0.03% of shares outstanding; change 0.01)
Holder of DLB: BNY Mellon Advantage Funds, Inc.-BNY Mellon Dynamic Value Fund
Shares held as of 2026-02-28: 1317885 (value 65709746; 0.02% of shares outstanding; change -0.08)
Holder of DLB: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1535809 (value 76575437; 0.03% of shares outstanding; change 0.03)
Holder of DLB: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 2905156 (value 144851079; 0.05% of shares outstanding; change -0.27)
Holder of DLB: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-03-31: 623900 (value 34819859; 0.01% of shares outstanding; change 0.22)
Holder of DLB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 679515 (value 33880618; 0.01% of shares outstanding; change 0.03)
Holder of DLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 784413 (value 39110832; 0.01% of shares outstanding; change 0.00)
Holder of DLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1403843 (value 69995612; 0.02% of shares outstanding; change 0.02)
Holder of DLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1939779 (value 96717382; 0.03% of shares outstanding; change 0.01)
Holder of DLB: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-04-30: 707800 (value 37102874; 0.01% of shares outstanding; change 0.13)
Holder of DLB: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1257529 (value 66045423; 0.02% of shares outstanding; change 0.01)
Holder of DLB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2053362 (value 107637232; 0.03% of shares outstanding; change 0.02)
Holder of DLB: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-05-31: 1065800 (value 53140788; 0.02% of shares outstanding; change 0.51)
Holder of DLB: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1270445 (value 62340735; 0.02% of shares outstanding; change 0.01)
Holder of DLB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2065907 (value 103006124; 0.03% of shares outstanding; change 0.01)
Holder of DLB: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 1431501 (value 71374640; 0.02% of shares outstanding; change 0.13)
Holder of DLHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 126141 (value 707651; 0.01% of shares outstanding; change 0.00)
Holder of DLHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 305738 (value 1715190; 0.02% of shares outstanding; change 0.00)
Holder of DLHC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 21039 (value 116135; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 54086 (value 298554; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 38261 (value 200870; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 135000 (value 708750; 0.01% of shares outstanding; change 0.00)
Holder of DLHC: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 135000 (value 687150; 0.01% of shares outstanding; change 1.00)
Holder of DLHC: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 38291 (value 194901; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 63839 (value 356221; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 128141 (value 652237; 0.01% of shares outstanding; change 0.02)
Holder of DLHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 305738 (value 1556206; 0.02% of shares outstanding; change 0.00)
Holder of DLHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 30850 (value 172142; 0.00% of shares outstanding; change -0.07)
Holder of DLHC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 21039 (value 107088; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 54086 (value 275297; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 38261 (value 194748; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 63607 (value 333936; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 31053 (value 163338; 0.00% of shares outstanding; change 0.01)
Holder of DLHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 63607 (value 323759; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 20883 (value 106294; 0.00% of shares outstanding; change 0.00)
Holder of DLHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 30647 (value 155993; 0.00% of shares outstanding; change -0.01)
Holder of DLNG: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-04-30: 1472115 (value 5240729; 0.04% of shares outstanding; change 0.00)
Holder of DLNG: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-05-31: 1472115 (value 5314334; 0.04% of shares outstanding; change 0.00)
Holder of DLO: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Emerging Mark
Shares held as of 2025-12-31: 88959 (value 1055053; 0.00% of shares outstanding; change -0.03)
Holder of DLO: Hussman Investment Trust-Hussman Strategic Market Cycle Fund
Shares held as of 2025-12-31: 200000 (value 2371999; 0.00% of shares outstanding; change 1.00)
Holder of DLO: Schwartz Investment Trust-Ave Maria World Equity Fund
Shares held as of 2025-12-31: 207200 (value 2457391; 0.00% of shares outstanding; change 0.00)
Holder of DLO: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 200518 (value 2448324; 0.00% of shares outstanding; change 1.00)
Holder of DLO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-01-31: 63001 (value 747191; 0.00% of shares outstanding; change 0.50)
Holder of DLO: Amplify ETF Trust-Amplify Digital Payments ETF
Shares held as of 2026-03-31: 108229 (value 1568238; 0.00% of shares outstanding; change -0.25)
Holder of DLO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 102273 (value 1212957; 0.00% of shares outstanding; change 0.04)
Holder of DLO: Fidelity Select PORT.s-Select Enterprise Technology Services PORT.
Shares held as of 2026-03-31: 228200 (value 2706451; 0.00% of shares outstanding; change 1.00)
Holder of DLO: Fidelity Select Portfolios-Select FinTech Portfolio
Shares held as of 2026-03-31: 141000 (value 1672259; 0.00% of shares outstanding; change -0.15)
Holder of DLO: Hussman Investment Trust-Hussman Strategic Market Cycle Fund
Shares held as of 2026-03-31: 200000 (value 2897999; 0.00% of shares outstanding; change 0.00)
Holder of DLO: Schwartz Investment Trust-Ave Maria World Equity Fund
Shares held as of 2026-03-31: 207200 (value 3002327; 0.00% of shares outstanding; change 0.00)
Holder of DLO: -Moonvest ETF
Shares held as of 2026-04-30: 123016 (value 1782501; 0.00% of shares outstanding; change 1.00)
Holder of DLO: Fidelity Contrafund
Shares held as of 2026-04-30: 550700 (value 7156346; 0.00% of shares outstanding; change 1.00)
Holder of DLO: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-04-30: 116470 (value 1513527; 0.00% of shares outstanding; change 1.00)
Holder of DLO: Fidelity Select PORT.s-Select Enterprise Technology Services PORT.
Shares held as of 2026-04-30: 299600 (value 3658116; 0.00% of shares outstanding; change 0.31)
Holder of DLO: Fidelity Select Portfolios-Select FinTech Portfolio
Shares held as of 2026-04-30: 156500 (value 1910865; 0.00% of shares outstanding; change 0.11)
Holder of DLO: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 185144 (value 2682736; 0.00% of shares outstanding; change -0.08)
Holder of DLO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 172287 (value 2110515; 0.00% of shares outstanding; change 0.00)
Holder of DLO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 63001 (value 912254; 0.00% of shares outstanding; change 0.00)