speb/financial-data huggingface dataset:
Holder of UGP: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 190561 (value 1225307; 0.00% of shares outstanding; change 0.05)
Holder of UGP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 215158 (value 1032758; 0.00% of shares outstanding; change 0.00)
Holder of UGP: AdvisorShares Trust-AdvisorShares Dorsey Wright ADR ETF
Shares held as of 2026-05-31: 190402 (value 939633; 0.00% of shares outstanding; change 1.00)
Holder of UGP: American Century ETF TRT-Avantis Emerging Markets ex-China Eqy. ETF
Shares held as of 2026-05-31: 85690 (value 422880; 0.00% of shares outstanding; change 0.08)
Holder of UGP: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 3744217 (value 18477710; 0.00% of shares outstanding; change 0.03)
Holder of UGP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 216169 (value 1351056; 0.00% of shares outstanding; change 0.00)
Holder of UGP: AdvisorShares Trust-AdvisorShares Dorsey Wright ADR ETF
Shares held as of 2026-06-30: 188536 (value 1212286; 0.00% of shares outstanding; change -0.01)
Holder of UGP: American Century ETF TRT-Avantis Emerging Markets ex-China Eqy. ETF
Shares held as of 2026-06-30: 87819 (value 564676; 0.00% of shares outstanding; change 0.02)
Holder of UGP: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 3784944 (value 24337189; 0.00% of shares outstanding; change 0.01)
Holder of UGP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 156723 (value 1007728; 0.00% of shares outstanding; change -0.28)
Holder of UGRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3053 (value 11112; 0.00% of shares outstanding; change 0.00)
Holder of UGRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 11830 (value 33715; 0.01% of shares outstanding; change 4.32)
Holder of UGRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 389 (value 1108; 0.00% of shares outstanding; change 0.00)
Holder of UGRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 964 (value 2747; 0.00% of shares outstanding; change 0.86)
Holder of UGRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 437 (value 1245; 0.00% of shares outstanding; change 0.00)
Holder of UGRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7614 (value 23984; 0.01% of shares outstanding; change 1.49)
Holder of UGRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 5434 (value 17117; 0.00% of shares outstanding; change -0.54)
Holder of UGRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 389 (value 1225; 0.00% of shares outstanding; change 0.00)
Holder of UGRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 964 (value 3036; 0.00% of shares outstanding; change 0.00)
Holder of UGRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 437 (value 1376; 0.00% of shares outstanding; change 0.00)
Holder of UH3.DE: AMCAP FUND
Shares held as of 2026-03-31: 1964159 (value 402849022; 0.01% of shares outstanding; change 0.00)
Holder of UH3.DE: Fidelity Contrafund
Shares held as of 2026-03-31: 1980970 (value 376879542; 0.01% of shares outstanding; change 0.20)
Holder of UH3.DE: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 1687740 (value 346155484; 0.01% of shares outstanding; change -0.01)
Holder of UH3.DE: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 3174027 (value 650992957; 0.02% of shares outstanding; change 0.01)
Holder of UH3.DE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-03-31: 1909138 (value 389845973; 0.01% of shares outstanding; change 0.02)
Holder of UH3.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2532321 (value 519379052; 0.01% of shares outstanding; change -0.13)
Holder of UH3.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2182333 (value 447596511; 0.01% of shares outstanding; change 0.03)
Holder of UH3.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4223031 (value 866143683; 0.02% of shares outstanding; change -0.01)
Holder of UH3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6207087 (value 1273073581; 0.03% of shares outstanding; change 0.01)
Holder of UH3.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1809022 (value 371030423; 0.01% of shares outstanding; change 0.00)
Holder of UH3.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 2017215 (value 413730808; 0.01% of shares outstanding; change -0.03)
Holder of UH3.DE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-06-30: 2098045 (value 430309042; 0.01% of shares outstanding; change 0.10)
Holder of UHAL: AMG Funds-AMG Yacktman Fund
Shares held as of 2025-12-31: 300000 (value 17366999; 0.02% of shares outstanding; change 0.00)
Holder of UHAL: Meridian Fund Inc-MERIDIAN CONTRARIAN FUND
Shares held as of 2025-12-31: 217800 (value 12608441; 0.01% of shares outstanding; change 0.38)
Holder of UHAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 199624 (value 11556233; 0.01% of shares outstanding; change -0.04)
Holder of UHAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 130409 (value 7549376; 0.01% of shares outstanding; change -0.04)
Holder of UHAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 327259 (value 18945023; 0.02% of shares outstanding; change 0.05)
Holder of UHAL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 55677 (value 3496515; 0.00% of shares outstanding; change 0.68)
Holder of UHAL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 44379 (value 2787001; 0.00% of shares outstanding; change 0.00)
Holder of UHAL: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 41794 (value 2624663; 0.00% of shares outstanding; change 0.03)
Holder of UHAL: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 35348 (value 2219854; 0.00% of shares outstanding; change 1.57)
Holder of UHAL: AMG Funds-AMG Yacktman Fund
Shares held as of 2026-03-31: 300000 (value 21429000; 0.02% of shares outstanding; change 0.00)
Holder of UHAL: Bruce Fund, Inc.-BRUCE FUND
Shares held as of 2026-03-31: 68000 (value 4857240; 0.00% of shares outstanding; change 0.00)
Holder of UHAL: Meridian Fund Inc-Meridian Contrarian Fund
Shares held as of 2026-03-31: 183800 (value 13128834; 0.01% of shares outstanding; change -0.16)
Holder of UHAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 207619 (value 14830225; 0.01% of shares outstanding; change 0.04)
Holder of UHAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 129221 (value 9230256; 0.01% of shares outstanding; change -0.01)
Holder of UHAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 361438 (value 25817516; 0.02% of shares outstanding; change 0.10)
Holder of UHAL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 110041 (value 7860228; 0.01% of shares outstanding; change 0.98)
Holder of UHAL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 50051 (value 3575142; 0.00% of shares outstanding; change 0.13)
Holder of UHAL: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 42796 (value 3056918; 0.00% of shares outstanding; change 0.02)
Holder of UHAL: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 73656 (value 5261248; 0.00% of shares outstanding; change 1.08)
Holder of UHAL.B: AMG Funds-AMG Yacktman Focused Fund
Shares held as of 2025-12-31: 1640000 (value 82885601; 0.01% of shares outstanding; change 0.00)
Holder of UHAL.B: AMG Funds-AMG Yacktman Fund
Shares held as of 2025-12-31: 2950000 (value 149093002; 0.02% of shares outstanding; change 0.00)
Holder of UHAL.B: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1177890 (value 61273838; 0.01% of shares outstanding; change 0.03)
Holder of UHAL.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2202457 (value 114571814; 0.01% of shares outstanding; change -0.04)
Holder of UHAL.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1418709 (value 73801242; 0.01% of shares outstanding; change -0.03)
Holder of UHAL.B: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2996116 (value 155857955; 0.02% of shares outstanding; change -0.01)
Holder of UHAL.B: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-02-28: 1984111 (value 123590276; 0.01% of shares outstanding; change -0.07)
Holder of UHAL.B: AMG Funds-AMG Yacktman Focused Fund
Shares held as of 2026-03-31: 1640000 (value 102581998; 0.01% of shares outstanding; change 0.00)
Holder of UHAL.B: AMG Funds-AMG Yacktman Fund
Shares held as of 2026-03-31: 2950000 (value 184522497; 0.02% of shares outstanding; change 0.00)
Holder of UHAL.B: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1105025 (value 55847964; 0.01% of shares outstanding; change 0.18)
Holder of UHAL.B: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 554467 (value 28022762; 0.00% of shares outstanding; change 0.01)
Holder of UHAL.B: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-03-31: 2250600 (value 113745326; 0.01% of shares outstanding; change 0.00)
Holder of UHAL.B: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1215472 (value 76027772; 0.01% of shares outstanding; change 0.03)
Holder of UHAL.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2234197 (value 139749020; 0.01% of shares outstanding; change 0.01)
Holder of UHAL.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1425468 (value 89163022; 0.01% of shares outstanding; change 0.00)
Holder of UHAL.B: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3013616 (value 188501678; 0.02% of shares outstanding; change 0.01)
Holder of UHAL.B: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1168002 (value 64736509; 0.01% of shares outstanding; change 0.06)
Holder of UHAL.B: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 554900 (value 30755332; 0.00% of shares outstanding; change 0.00)
Holder of UHAL.B: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-04-30: 2144000 (value 118831198; 0.01% of shares outstanding; change -0.05)
Holder of UHAL.B: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1270225 (value 79452572; 0.01% of shares outstanding; change 0.09)
Holder of UHAL.B: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 554791 (value 34702176; 0.00% of shares outstanding; change 0.00)
Holder of UHAL.B: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-05-31: 2144000 (value 134107198; 0.01% of shares outstanding; change 0.00)
Holder of UHAL.B: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-05-31: 1684940 (value 105392995; 0.01% of shares outstanding; change -0.15)
Holder of UHR.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 252725 (value 54361149; 0.01% of shares outstanding; change -0.01)
Holder of UHR.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 137465 (value 28084099; 0.00% of shares outstanding; change 0.35)
Holder of UHR.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 118615 (value 24233044; 0.00% of shares outstanding; change 0.09)
Holder of UHR.SW: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 326041 (value 66610177; 0.01% of shares outstanding; change 0.05)
Holder of UHR.SW: VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund
Shares held as of 2026-01-31: 141261 (value 28859622; 0.00% of shares outstanding; change 0.03)
Holder of UHR.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 410134 (value 83790377; 0.01% of shares outstanding; change -0.04)
Holder of UHR.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 106480 (value 22903848; 0.00% of shares outstanding; change 0.01)
Holder of UHR.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 292648 (value 49720893; 0.01% of shares outstanding; change 0.16)
Holder of UHR.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 137465 (value 23355302; 0.00% of shares outstanding; change 0.00)
Holder of UHR.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 119470 (value 20297952; 0.00% of shares outstanding; change 0.01)
Holder of UHR.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 107736 (value 22010465; 0.00% of shares outstanding; change 0.01)
Holder of UHR.SW: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 360741 (value 61289893; 0.01% of shares outstanding; change 0.11)
Holder of UHR.SW: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 140009 (value 23787528; 0.00% of shares outstanding; change -0.13)
Holder of UHR.SW: VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund
Shares held as of 2026-04-30: 141261 (value 24000243; 0.00% of shares outstanding; change 0.00)
Holder of UHR.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 398194 (value 67653158; 0.01% of shares outstanding; change -0.03)
Holder of UHR.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 209215 (value 42742625; 0.01% of shares outstanding; change 0.01)
Holder of UHR.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 101804 (value 20798557; 0.00% of shares outstanding; change 0.02)
Holder of UHR.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 108860 (value 18495313; 0.00% of shares outstanding; change 0.01)
Holder of UHR.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 210890 (value 35830209; 0.01% of shares outstanding; change 0.01)
Holder of UHR.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 101804 (value 17296498; 0.00% of shares outstanding; change 0.00)
Holder of UHRN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 487054 (value 20578031; 0.00% of shares outstanding; change -0.01)
Holder of UHRN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 134343 (value 5447608; 0.00% of shares outstanding; change 0.03)
Holder of UHRN.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 75111 (value 3045750; 0.00% of shares outstanding; change 0.03)
Holder of UHRN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 113861 (value 4617063; 0.00% of shares outstanding; change -0.06)
Holder of UHRN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 84998 (value 3446668; 0.00% of shares outstanding; change 0.08)
Holder of UHRN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 671513 (value 27229851; 0.01% of shares outstanding; change 0.06)
Holder of UHRN.SW: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 92153 (value 3151632; 0.00% of shares outstanding; change 0.04)
Holder of UHRN.SW: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 129018 (value 4412415; 0.00% of shares outstanding; change 0.01)
Holder of UHRN.SW: 2023 ETF Series Trust-Brandes International ETF
Shares held as of 2026-03-31: 167758 (value 5737323; 0.00% of shares outstanding; change -0.04)
Holder of UHRN.SW: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 1063581 (value 36374471; 0.01% of shares outstanding; change 0.00)
Holder of UHRN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 276648 (value 9461361; 0.00% of shares outstanding; change -0.43)
Holder of UHRN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 124545 (value 4259439; 0.00% of shares outstanding; change -0.07)
Holder of UHRN.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 100477 (value 3436313; 0.00% of shares outstanding; change 0.49)
Holder of UHRN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 99008 (value 3386073; 0.00% of shares outstanding; change -0.13)
Holder of UHRN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 105584 (value 3610972; 0.00% of shares outstanding; change 0.24)
Holder of UHRN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 673276 (value 23026039; 0.01% of shares outstanding; change 0.00)
Holder of UHS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1392687 (value 203485498; 0.03% of shares outstanding; change 0.00)
Holder of UHS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1190774 (value 173983989; 0.02% of shares outstanding; change -0.06)
Holder of UHS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 767740 (value 112174491; 0.01% of shares outstanding; change -0.06)
Holder of UHS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1642007 (value 239913643; 0.03% of shares outstanding; change -0.02)
Holder of UHS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 3108317 (value 453083825; 0.06% of shares outstanding; change -0.08)
Holder of UHS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 705384 (value 103063656; 0.01% of shares outstanding; change 0.00)
Holder of UHS: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 531374 (value 82761500; 0.01% of shares outstanding; change -0.04)
Holder of UHS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1403027 (value 218521455; 0.03% of shares outstanding; change 0.01)
Holder of UHS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1179298 (value 183675663; 0.02% of shares outstanding; change -0.01)
Holder of UHS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 750980 (value 116965135; 0.01% of shares outstanding; change -0.02)
Holder of UHS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1622269 (value 252668396; 0.03% of shares outstanding; change -0.01)
Holder of UHS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 707813 (value 103174361; 0.01% of shares outstanding; change 0.00)
Holder of UHS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 3108317 (value 484120372; 0.06% of shares outstanding; change 0.00)
Holder of UHS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 905931 (value 129430357; 0.02% of shares outstanding; change -0.03)
Holder of UHS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 654799 (value 93551129; 0.01% of shares outstanding; change 0.03)
Holder of UHS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 714350 (value 104127227; 0.01% of shares outstanding; change 0.00)
Holder of UHS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 706834 (value 110089395; 0.01% of shares outstanding; change 0.00)
Holder of UHS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 901803 (value 136316544; 0.02% of shares outstanding; change 0.00)
Holder of UHS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 661231 (value 102867711; 0.01% of shares outstanding; change 0.01)
Holder of UHS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 727534 (value 113313420; 0.01% of shares outstanding; change 0.02)
Holder of UHS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1257416 (value 195842542; 0.02% of shares outstanding; change 0.39)
Holder of UHS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 644152 (value 100326674; 0.01% of shares outstanding; change -0.03)
Holder of UHS.DE: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 531374 (value 69609994; 0.01% of shares outstanding; change -0.04)
Holder of UHS.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1403027 (value 183796537; 0.03% of shares outstanding; change 0.01)
Holder of UHS.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1179298 (value 154488038; 0.02% of shares outstanding; change -0.01)
Holder of UHS.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 750980 (value 98378380; 0.01% of shares outstanding; change -0.02)
Holder of UHS.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1622269 (value 212517239; 0.03% of shares outstanding; change -0.01)
Holder of UHS.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 3108317 (value 407189527; 0.06% of shares outstanding; change 0.00)
Holder of UHS.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 706834 (value 92595254; 0.01% of shares outstanding; change 0.00)
Holder of UHS.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 901803 (value 115430784; 0.02% of shares outstanding; change 0.00)
Holder of UHS.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 727534 (value 95306954; 0.01% of shares outstanding; change 0.02)
Holder of UHS.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1257416 (value 164721496; 0.02% of shares outstanding; change 0.39)
Holder of UHS.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 644152 (value 84383912; 0.01% of shares outstanding; change -0.03)
Holder of UHT: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 94854 (value 3931698; 0.01% of shares outstanding; change 0.00)
Holder of UHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 136947 (value 5676453; 0.01% of shares outstanding; change -0.04)
Holder of UHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 413036 (value 17120342; 0.03% of shares outstanding; change 0.00)
Holder of UHT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 492126 (value 19650591; 0.04% of shares outstanding; change 0.01)
Holder of UHT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 132761 (value 5301146; 0.01% of shares outstanding; change 0.02)
Holder of UHT: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 94854 (value 4157450; 0.01% of shares outstanding; change 0.00)
Holder of UHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 143692 (value 6298020; 0.01% of shares outstanding; change 0.05)
Holder of UHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 437207 (value 19162783; 0.03% of shares outstanding; change 0.06)
Holder of UHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 321375 (value 13320993; 0.02% of shares outstanding; change 0.01)
Holder of UHT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 134476 (value 5894083; 0.01% of shares outstanding; change 0.01)
Holder of UHT: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 339326 (value 13274432; 0.02% of shares outstanding; change 0.02)
Holder of UHT: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-04-30: 143597 (value 5617514; 0.01% of shares outstanding; change 0.00)
Holder of UHT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 116489 (value 4410273; 0.01% of shares outstanding; change 0.00)
Holder of UHT: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 86530 (value 3792610; 0.01% of shares outstanding; change 0.00)
Holder of UHT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 489594 (value 21458905; 0.04% of shares outstanding; change -0.01)
Holder of UHT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 781391 (value 29583463; 0.06% of shares outstanding; change 0.02)
Holder of UHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 308890 (value 12333977; 0.02% of shares outstanding; change -0.04)
Holder of UHT: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 344221 (value 15090648; 0.02% of shares outstanding; change 0.02)
Holder of UHT: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-05-31: 144537 (value 5771362; 0.01% of shares outstanding; change 0.01)
Holder of UHT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 117529 (value 5060798; 0.01% of shares outstanding; change 0.01)
Holder of UHT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 775118 (value 33973423; 0.06% of shares outstanding; change -0.01)
Holder of UHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 311805 (value 13666413; 0.02% of shares outstanding; change 0.01)
Holder of UHT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 91211 (value 3997778; 0.01% of shares outstanding; change -0.01)
Holder of UHT: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 347545 (value 15232897; 0.03% of shares outstanding; change 0.01)
Holder of UI: EntrepreneurShares Series Trust-ERShares Private-Public Crossover ETF
Shares held as of 2025-12-31: 34466 (value 20123318; 0.00% of shares outstanding; change 2.08)
Holder of UI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 45523 (value 26579058; 0.00% of shares outstanding; change 0.01)
Holder of UI: Nationwide Mutual Funds-Nationwide NYSE Arca Tech 100 Index Fund
Shares held as of 2026-01-31: 32841 (value 18526757; 0.00% of shares outstanding; change -0.01)
Holder of UI: Capital Group Global Growth Equity ETF
Shares held as of 2026-02-28: 54483 (value 29744994; 0.00% of shares outstanding; change 0.15)
Holder of UI: AMERICAN FUNDS INSURANCE SERIES-Global Growth Fund
Shares held as of 2026-03-31: 51660 (value 28464142; 0.00% of shares outstanding; change 0.00)
Holder of UI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 22976 (value 13159963; 0.00% of shares outstanding; change 0.04)
Holder of UI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 47316 (value 24874021; 0.00% of shares outstanding; change 0.04)
Holder of UI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22513 (value 12700371; 0.00% of shares outstanding; change -0.02)
Holder of UI: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-04-30: 23555 (value 13491597; 0.00% of shares outstanding; change 0.01)
Holder of UI: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta U.S. Large Cap Eqy. ETF
Shares held as of 2026-04-30: 17836 (value 10215926; 0.00% of shares outstanding; change -0.01)
Holder of UI: Nationwide Mutual Funds-Nationwide NYSE Arca Tech 100 Index Fund
Shares held as of 2026-04-30: 32079 (value 16863930; 0.00% of shares outstanding; change -0.02)
Holder of UI: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-04-30: 28536 (value 16344565; 0.00% of shares outstanding; change 0.57)
Holder of UI: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-04-30: 27908 (value 15743879; 0.00% of shares outstanding; change -0.01)
Holder of UI: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-04-30: 44718 (value 25226989; 0.00% of shares outstanding; change 0.28)
Holder of UI: Capital Group Global Growth Equity ETF
Shares held as of 2026-05-31: 58115 (value 30551056; 0.00% of shares outstanding; change 0.07)
Holder of UI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 21893 (value 11509150; 0.00% of shares outstanding; change -0.03)
Holder of UI: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-05-31: 23524 (value 12842928; 0.00% of shares outstanding; change 0.00)
Holder of UI: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta U.S. Large Cap Eqy. ETF
Shares held as of 2026-05-31: 19854 (value 10939355; 0.00% of shares outstanding; change 0.11)
Holder of UI: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-05-31: 31259 (value 17223396; 0.00% of shares outstanding; change 0.10)
Holder of UI: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 27948 (value 14692263; 0.00% of shares outstanding; change 0.00)
Holder of UI: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-05-31: 43253 (value 22738102; 0.00% of shares outstanding; change -0.03)
Holder of UI: AMERICAN FUNDS INSURANCE SERIES-Global Growth Fund
Shares held as of 2026-06-30: 51991 (value 27331669; 0.00% of shares outstanding; change 0.01)
Holder of UI: First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F
Shares held as of 2026-06-30: 40169 (value 21116843; 0.00% of shares outstanding; change 0.71)
Holder of UI: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta U.S. Large Cap Eqy. ETF
Shares held as of 2026-06-30: 19809 (value 10814723; 0.00% of shares outstanding; change 0.00)
Holder of UI: Invesco Exchange-Traded Fund Trust-Invesco Large Cap Growth ETF
Shares held as of 2026-06-30: 53160 (value 27946212; 0.00% of shares outstanding; change 1.00)
Holder of UI: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-06-30: 37687 (value 19812056; 0.00% of shares outstanding; change 0.21)
Holder of UIS: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 1063469 (value 4881322; 0.01% of shares outstanding; change 0.00)
Holder of UIS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 745923 (value 3423786; 0.01% of shares outstanding; change -0.07)
Holder of UIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2022073 (value 9281315; 0.03% of shares outstanding; change 0.00)
Holder of UIS: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 642050 (value 2327431; 0.01% of shares outstanding; change -0.07)
Holder of UIS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 634632 (value 2300541; 0.01% of shares outstanding; change 0.00)
Holder of UIS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1004652 (value 3134514; 0.01% of shares outstanding; change 0.68)
Holder of UIS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1700134 (value 5304417; 0.02% of shares outstanding; change 0.03)
Holder of UIS: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 3925000 (value 12245999; 0.05% of shares outstanding; change -0.04)
Holder of UIS: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1063469 (value 3318023; 0.01% of shares outstanding; change 0.00)
Holder of UIS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 745923 (value 2327279; 0.01% of shares outstanding; change 0.00)
Holder of UIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2112468 (value 6590899; 0.03% of shares outstanding; change 0.04)
Holder of UIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1756495 (value 8062312; 0.02% of shares outstanding; change 0.02)
Holder of UIS: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 642050 (value 2003195; 0.01% of shares outstanding; change 0.00)
Holder of UIS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 643730 (value 2008437; 0.01% of shares outstanding; change 0.01)
Holder of UIS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 1516217 (value 6034543; 0.02% of shares outstanding; change 0.00)
Holder of UIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1687714 (value 6117963; 0.02% of shares outstanding; change -0.04)
Holder of UIS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 1515058 (value 5514811; 0.02% of shares outstanding; change 0.00)
Holder of UIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1703773 (value 5315771; 0.02% of shares outstanding; change 0.01)
Holder of UIS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 1515058 (value 4726980; 0.02% of shares outstanding; change 0.00)
Holder of UK: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-09-30: 197 (value 397; 0.00% of shares outstanding; change 0.00)
Holder of UL: ADVISORS' INNER CIRCLE FUND-Hamlin High Dividend Equity Fund
Shares held as of 2025-12-31: 892555 (value 50384730; 0.00% of shares outstanding; change 0.20)
Holder of UL: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD BALANCED INCOME FUND
Shares held as of 2026-01-31: 1473907 (value 87336360; 0.00% of shares outstanding; change 0.05)
Holder of UL: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-01-31: 5790051 (value 343089478; 0.00% of shares outstanding; change 0.05)
Holder of UL: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD EQUITY INCOME FUND
Shares held as of 2026-01-31: 1423168 (value 84329821; 0.00% of shares outstanding; change 0.06)
Holder of UL: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 1685664 (value 99884022; 0.00% of shares outstanding; change 0.09)
Holder of UL: ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND
Shares held as of 2026-03-31: 5195250 (value 316598527; 0.00% of shares outstanding; change 0.03)
Holder of UL: American Century Capital Portfolios, Inc.-FOCUSED LARGE CAP VALUE FUND
Shares held as of 2026-03-31: 1241610 (value 70088885; 0.00% of shares outstanding; change -0.02)
Holder of UL: American Century Capital Portfolios, Inc.-Focused Large Cap Value Fund
Shares held as of 2026-03-31: 1241610 (value 75663711; 0.00% of shares outstanding; change -0.02)
Holder of UL: HARTFORD SERIES FUND INC-HARTFORD DIVIDEND AND GROWTH HLS FUND
Shares held as of 2026-03-31: 1063364 (value 59644086; 0.00% of shares outstanding; change 0.05)
Holder of UL: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 14061353 (value 856898832; 0.01% of shares outstanding; change 0.26)
Holder of UL: VANGUARD WELLESLEY INCOME FUND
Shares held as of 2026-03-31: 6306276 (value 384304450; 0.00% of shares outstanding; change 0.24)
Holder of UL: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-04-30: 1340900 (value 79455030; 0.00% of shares outstanding; change 1.00)
Holder of UL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1285100 (value 76148601; 0.00% of shares outstanding; change 1.00)
Holder of UL: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD BALANCED INCOME FUND
Shares held as of 2026-04-30: 1670550 (value 101803314; 0.00% of shares outstanding; change 0.13)
Holder of UL: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-04-30: 5656972 (value 344735865; 0.00% of shares outstanding; change -0.02)
Holder of UL: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD EQUITY INCOME FUND
Shares held as of 2026-04-30: 1638376 (value 99842631; 0.00% of shares outstanding; change 0.15)
Holder of UL: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 1685664 (value 102724361; 0.00% of shares outstanding; change 0.00)
Holder of UL: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-05-31: 1378500 (value 84005788; 0.00% of shares outstanding; change 0.03)
Holder of UL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1285100 (value 78313992; 0.00% of shares outstanding; change 0.00)
Holder of ULBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 102355 (value 742073; 0.01% of shares outstanding; change 0.00)
Holder of ULBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 339593 (value 2462049; 0.02% of shares outstanding; change 0.00)
Holder of ULBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 77993 (value 480436; 0.00% of shares outstanding; change 0.00)
Holder of ULBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 205324 (value 1264795; 0.01% of shares outstanding; change -0.10)
Holder of ULBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 128286 (value 790241; 0.01% of shares outstanding; change -0.01)
Holder of ULBI: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 106299 (value 654801; 0.01% of shares outstanding; change 0.00)
Holder of ULBI: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 72336 (value 445589; 0.00% of shares outstanding; change 0.06)
Holder of ULBI: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 70000 (value 431199; 0.00% of shares outstanding; change 0.08)
Holder of ULBI: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 70000 (value 371000; 0.00% of shares outstanding; change 1.00)
Holder of ULBI: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 109000 (value 671439; 0.01% of shares outstanding; change 0.00)
Holder of ULBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 107079 (value 567518; 0.01% of shares outstanding; change 0.05)
Holder of ULBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 339593 (value 1799842; 0.02% of shares outstanding; change 0.00)
Holder of ULBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 60767 (value 322065; 0.00% of shares outstanding; change 0.00)
Holder of ULBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 77993 (value 413362; 0.00% of shares outstanding; change 0.00)
Holder of ULBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 202962 (value 1075698; 0.01% of shares outstanding; change -0.01)
Holder of ULBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 128286 (value 679915; 0.01% of shares outstanding; change 0.00)
Holder of ULBI: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 98784 (value 523555; 0.01% of shares outstanding; change -0.07)
Holder of ULBI: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 81817 (value 433630; 0.00% of shares outstanding; change 0.13)
Holder of ULBI: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 109000 (value 577700; 0.01% of shares outstanding; change 0.00)
Holder of ULCC: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2025-12-31: 4137964 (value 25034682; 0.02% of shares outstanding; change -0.05)
Holder of ULCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 934822 (value 5655673; 0.00% of shares outstanding; change 0.02)
Holder of ULCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1024313 (value 6197093; 0.00% of shares outstanding; change -0.04)
Holder of ULCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1821081 (value 11017540; 0.01% of shares outstanding; change -0.04)
Holder of ULCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2515740 (value 15220227; 0.01% of shares outstanding; change -0.06)
Holder of ULCC: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 555277 (value 4025758; 0.00% of shares outstanding; change 0.13)
Holder of ULCC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 825333 (value 5983664; 0.00% of shares outstanding; change 0.01)
Holder of ULCC: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2026-03-31: 6781412 (value 39400003; 0.03% of shares outstanding; change 0.64)
Holder of ULCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 451064 (value 2701873; 0.00% of shares outstanding; change -0.03)
Holder of ULCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 983123 (value 5711944; 0.00% of shares outstanding; change 0.05)
Holder of ULCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1021818 (value 5936762; 0.00% of shares outstanding; change 0.00)
Holder of ULCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1844730 (value 10717881; 0.01% of shares outstanding; change 0.01)
Holder of ULCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2515740 (value 14616449; 0.01% of shares outstanding; change 0.00)
Holder of ULCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1428343 (value 8641475; 0.01% of shares outstanding; change -0.31)
Holder of ULCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 484442 (value 2814607; 0.00% of shares outstanding; change 0.30)
Holder of ULCC: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 563585 (value 3274428; 0.00% of shares outstanding; change 0.02)
Holder of ULCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 449423 (value 3258316; 0.00% of shares outstanding; change 0.00)
Holder of ULCC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 562209 (value 3266434; 0.00% of shares outstanding; change -0.32)
Holder of ULCC: SPDR SERIES TRUST-State Street SPDR S&P Transportation ETF
Shares held as of 2026-04-30: 445430 (value 3216004; 0.00% of shares outstanding; change -0.31)
Holder of ULCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1372501 (value 9950632; 0.01% of shares outstanding; change -0.04)
Holder of ULCC: SPDR SERIES TRUST-State Street SPDR S&P Transportation ETF
Shares held as of 2026-05-31: 466475 (value 3237336; 0.00% of shares outstanding; change 0.05)
Holder of ULCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1385539 (value 8049981; 0.01% of shares outstanding; change 0.01)
Holder of ULCC: SPDR SERIES TRUST-State Street SPDR S&P Transportation ETF
Shares held as of 2026-06-30: 752447 (value 4371717; 0.00% of shares outstanding; change 0.61)
Holder of ULH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 225403 (value 3586161; 0.01% of shares outstanding; change 0.00)
Holder of ULH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 119639 (value 1751515; 0.00% of shares outstanding; change 0.00)
Holder of ULH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 104367 (value 1527932; 0.00% of shares outstanding; change 0.00)
Holder of ULH: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1779398 (value 26050387; 0.07% of shares outstanding; change 0.00)
Holder of ULH: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-02-28: 310322 (value 4543114; 0.01% of shares outstanding; change 0.00)
Holder of ULH: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-02-28: 171038 (value 2503996; 0.01% of shares outstanding; change 0.00)
Holder of ULH: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 431480 (value 7693288; 0.02% of shares outstanding; change 1.00)
Holder of ULH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 225403 (value 3556859; 0.01% of shares outstanding; change 0.00)
Holder of ULH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 160351 (value 2551184; 0.01% of shares outstanding; change 0.02)
Holder of ULH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 268580 (value 4788781; 0.01% of shares outstanding; change 0.00)
Holder of ULH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 119639 (value 1887903; 0.00% of shares outstanding; change 0.00)
Holder of ULH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 99375 (value 1568137; 0.00% of shares outstanding; change -0.05)
Holder of ULH: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1772691 (value 27973063; 0.07% of shares outstanding; change 0.00)
Holder of ULH: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-04-30: 310722 (value 4903193; 0.01% of shares outstanding; change 0.00)
Holder of ULH: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-04-30: 171038 (value 2698979; 0.01% of shares outstanding; change 0.00)
Holder of ULH: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 431480 (value 6316867; 0.02% of shares outstanding; change 0.00)
Holder of ULH: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 117026 (value 1672301; 0.00% of shares outstanding; change 0.00)