speb/financial-data huggingface dataset:
Holder of URI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 807310 (value 858283565; 0.01% of shares outstanding; change 0.00)
Holder of URI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 751213 (value 814352489; 0.01% of shares outstanding; change 0.03)
Holder of URI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 814870 (value 866320903; 0.01% of shares outstanding; change 0.01)
Holder of URI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 806186 (value 920333848; 0.01% of shares outstanding; change 0.00)
Holder of URI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 758650 (value 831139044; 0.01% of shares outstanding; change 0.01)
Holder of URI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 830114 (value 947649812; 0.01% of shares outstanding; change 0.02)
Holder of URI: Investment Co of America
Shares held as of 2026-06-30: 747253 (value 853056526; 0.01% of shares outstanding; change -0.21)
Holder of URI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 756996 (value 864179037; 0.01% of shares outstanding; change 0.00)
Holder of UROY: John Hancock Investment Trust-Diversified Real Assets Fund
Shares held as of 2025-12-31: 51844 (value 181454; 0.00% of shares outstanding; change -0.27)
Holder of UROY: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 4443382 (value 15551837; 0.03% of shares outstanding; change -0.25)
Holder of UROY: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 126555 (value 442942; 0.00% of shares outstanding; change 1.30)
Holder of UROY: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 3766125 (value 13181437; 0.03% of shares outstanding; change 0.22)
Holder of UROY: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 578900 (value 1823535; 0.00% of shares outstanding; change 17.97)
Holder of UROY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 89490 (value 281893; 0.00% of shares outstanding; change 0.00)
Holder of UROY: John Hancock Investment Trust-Diversified Real Assets Fund
Shares held as of 2026-03-31: 149821 (value 443470; 0.00% of shares outstanding; change 1.89)
Holder of UROY: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 5086105 (value 15054870; 0.03% of shares outstanding; change 0.14)
Holder of UROY: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 226635 (value 670839; 0.00% of shares outstanding; change 0.79)
Holder of UROY: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 3955015 (value 11706844; 0.03% of shares outstanding; change 0.05)
Holder of UROY: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 474001 (value 1403042; 0.00% of shares outstanding; change -0.18)
Holder of UROY: Themes ETF Trust-Themes Uranium & Nuclear ETF
Shares held as of 2026-03-31: 140715 (value 416516; 0.00% of shares outstanding; change 0.65)
Holder of UROY: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 28800 (value 90720; 0.00% of shares outstanding; change 0.00)
Holder of UROY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 89490 (value 260415; 0.00% of shares outstanding; change 0.00)
Holder of UROY: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 7710272 (value 24287357; 0.05% of shares outstanding; change 0.02)
Holder of UROY: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 71444 (value 210759; 0.00% of shares outstanding; change 0.02)
Holder of UROY: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 28800 (value 80927; 0.00% of shares outstanding; change 0.00)
Holder of UROY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 89490 (value 264890; 0.00% of shares outstanding; change 0.00)
Holder of UROY: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 7651972 (value 21502040; 0.05% of shares outstanding; change -0.01)
Holder of UROY: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 69996 (value 207188; 0.00% of shares outstanding; change -0.02)
Holder of UROY: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 28800 (value 85248; 0.00% of shares outstanding; change 0.00)
Holder of UROY: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 7591472 (value 22470757; 0.05% of shares outstanding; change -0.01)
Holder of URW.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1148195 (value 112178647; 0.01% of shares outstanding; change 0.22)
Holder of URW.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-01-31: 779393 (value 78640754; 0.01% of shares outstanding; change -0.07)
Holder of URW.PA: Principal Funds, Inc-Global Real Estate Securities Fund
Shares held as of 2026-01-31: 466291 (value 47048762; 0.00% of shares outstanding; change 0.43)
Holder of URW.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 422010 (value 42580809; 0.00% of shares outstanding; change -0.05)
Holder of URW.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1747218 (value 176294298; 0.01% of shares outstanding; change 0.18)
Holder of URW.PA: MFS SERIES TRUST XIII-MFS Global Real Estate Fund
Shares held as of 2026-02-28: 458740 (value 47020850; 0.00% of shares outstanding; change -0.02)
Holder of URW.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1174217 (value 120357242; 0.01% of shares outstanding; change 0.02)
Holder of URW.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-04-30: 791482 (value 81126905; 0.01% of shares outstanding; change 0.02)
Holder of URW.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 452886 (value 45696198; 0.00% of shares outstanding; change 0.01)
Holder of URW.PA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 332010 (value 33499809; 0.00% of shares outstanding; change 0.09)
Holder of URW.PA: Principal Funds, Inc-Global Real Estate Securities Fund
Shares held as of 2026-04-30: 475131 (value 48700927; 0.00% of shares outstanding; change 0.02)
Holder of URW.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 430680 (value 44144700; 0.00% of shares outstanding; change 0.02)
Holder of URW.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1781762 (value 182630605; 0.01% of shares outstanding; change 0.02)
Holder of URW.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 866462 (value 87426017; 0.01% of shares outstanding; change 0.01)
Holder of URW.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 425837 (value 42966953; 0.00% of shares outstanding; change 0.01)
Holder of URW.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 458131 (value 46958427; 0.00% of shares outstanding; change 0.01)
Holder of URW.PA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 332010 (value 34031025; 0.00% of shares outstanding; change 0.00)
Holder of URW.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 863475 (value 88506187; 0.01% of shares outstanding; change 0.00)
Holder of URW.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 385975 (value 39562437; 0.00% of shares outstanding; change -0.08)
Holder of USA: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 335000 (value 1956400; 0.00% of shares outstanding; change 1.58)
Holder of USA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 1600000 (value 9280000; 0.01% of shares outstanding; change 13.66)
Holder of USA: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 212 (value 1238; 0.00% of shares outstanding; change -0.09)
Holder of USA: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 478 (value 2791; 0.00% of shares outstanding; change 0.10)
Holder of USA: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 53971 (value 304936; 0.00% of shares outstanding; change 1.00)
Holder of USA: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 125376 (value 713389; 0.00% of shares outstanding; change 0.05)
Holder of USA: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 1245980 (value 7089626; 0.00% of shares outstanding; change 0.16)
Holder of USA: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 480000 (value 2731200; 0.00% of shares outstanding; change 0.43)
Holder of USA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 1344785 (value 7651826; 0.00% of shares outstanding; change -0.16)
Holder of USA: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 153 (value 870; 0.00% of shares outstanding; change -0.28)
Holder of USA: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 414 (value 2355; 0.00% of shares outstanding; change -0.13)
Holder of USA: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 101839 (value 590666; 0.00% of shares outstanding; change -0.20)
Holder of USA: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 59507 (value 338594; 0.00% of shares outstanding; change 0.10)
Holder of USA: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 101503 (value 573491; 0.00% of shares outstanding; change 0.00)
Holder of USA: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 53551 (value 304705; 0.00% of shares outstanding; change -0.47)
Holder of USA.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 6935158 (value 59919767; 0.02% of shares outstanding; change 1.00)
Holder of USA.TO: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 5586284 (value 48265495; 0.02% of shares outstanding; change 0.60)
Holder of USA.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 416412 (value 3597799; 0.00% of shares outstanding; change -0.63)
Holder of USA.TO: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 19392000 (value 108595198; 0.06% of shares outstanding; change -0.24)
Holder of USA.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 5139118 (value 28779060; 0.02% of shares outstanding; change -0.26)
Holder of USA.TO: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 6370948 (value 35677308; 0.02% of shares outstanding; change 0.14)
Holder of USA.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 8701552 (value 48728690; 0.03% of shares outstanding; change 0.58)
Holder of USA.TO: GAMCO Global Gold, Natural Resources & Income Trust
Shares held as of 2026-03-31: 1852000 (value 12926960; 0.01% of shares outstanding; change 0.00)
Holder of USA.TO: Gabelli Gold Fund, Inc.-Gabelli Gold Fund Inc
Shares held as of 2026-03-31: 3820000 (value 26663600; 0.01% of shares outstanding; change 0.03)
Holder of USA.TO: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 2705336 (value 15149881; 0.01% of shares outstanding; change -0.30)
Holder of USA.TO: U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund
Shares held as of 2026-03-31: 1800000 (value 15552000; 0.01% of shares outstanding; change 0.00)
Holder of USA.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2058452 (value 11527331; 0.01% of shares outstanding; change 1.00)
Holder of USA.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 1938652 (value 10856451; 0.01% of shares outstanding; change 1.00)
Holder of USA.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 6842777 (value 59121595; 0.02% of shares outstanding; change -0.10)
Holder of USA.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3102221 (value 17372437; 0.01% of shares outstanding; change 59.14)
Holder of USA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 6531399 (value 56431289; 0.02% of shares outstanding; change -0.02)
Holder of USA.TO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 302618 (value 2614619; 0.00% of shares outstanding; change 0.33)
Holder of USA.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 6697377 (value 35630046; 0.02% of shares outstanding; change -0.15)
Holder of USA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 6391723 (value 38733841; 0.02% of shares outstanding; change -0.02)
Holder of USA.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 6530767 (value 36572294; 0.02% of shares outstanding; change -0.02)
Holder of USA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 6509784 (value 36454789; 0.02% of shares outstanding; change 0.02)
Holder of USAC: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-01-31: 309029 (value 8115101; 0.00% of shares outstanding; change 0.01)
Holder of USAC: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 9151625 (value 241419859; 0.06% of shares outstanding; change 0.00)
Holder of USAC: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 3025277 (value 79806804; 0.02% of shares outstanding; change 0.00)
Holder of USAC: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 17979916 (value 474310168; 0.12% of shares outstanding; change 0.03)
Holder of USAC: GOLDMAN SACHS TRUST-Goldman Sachs Energy Infrastructure Fund
Shares held as of 2026-02-28: 173071 (value 4515422; 0.00% of shares outstanding; change -0.18)
Holder of USAC: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 1454433 (value 37946157; 0.01% of shares outstanding; change 0.00)
Holder of USAC: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-04-30: 317921 (value 8386755; 0.00% of shares outstanding; change 0.03)
Holder of USAC: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-04-30: 125374 (value 3490412; 0.00% of shares outstanding; change 0.02)
Holder of USAC: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 907205 (value 25256587; 0.01% of shares outstanding; change 0.05)
Holder of USAC: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 4330851 (value 120570892; 0.03% of shares outstanding; change -0.01)
Holder of USAC: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 578634 (value 16109170; 0.00% of shares outstanding; change 0.02)
Holder of USAC: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-05-31: 125181 (value 3314792; 0.00% of shares outstanding; change 0.00)
Holder of USAC: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 960291 (value 25053992; 0.01% of shares outstanding; change 0.06)
Holder of USAC: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 4597694 (value 119953837; 0.03% of shares outstanding; change 0.06)
Holder of USAC: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 586884 (value 15311803; 0.00% of shares outstanding; change 0.02)
Holder of USAC: GOLDMAN SACHS TRUST-Goldman Sachs Energy Infrastructure Fund
Shares held as of 2026-05-31: 173071 (value 4565612; 0.00% of shares outstanding; change 0.00)
Holder of USAC: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 1364784 (value 36003000; 0.01% of shares outstanding; change -0.06)
Holder of USAC: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-06-30: 127677 (value 3368119; 0.00% of shares outstanding; change 0.02)
Holder of USAC: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 959281 (value 25305831; 0.01% of shares outstanding; change 0.00)
Holder of USAC: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 4647373 (value 122597695; 0.03% of shares outstanding; change 0.01)
Holder of USAC: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 588259 (value 15518271; 0.00% of shares outstanding; change 0.00)
Holder of USAR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1013121 (value 28377519; 0.00% of shares outstanding; change 0.63)
Holder of USAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3515100 (value 98457951; 0.02% of shares outstanding; change 1.00)
Holder of USAR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 862205 (value 19735871; 0.00% of shares outstanding; change 0.01)
Holder of USAR: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2026-03-31: 937853 (value 13270619; 0.00% of shares outstanding; change 1.00)
Holder of USAR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 915555 (value 20334475; 0.00% of shares outstanding; change 0.86)
Holder of USAR: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1412999 (value 19993935; 0.01% of shares outstanding; change 1.00)
Holder of USAR: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 953232 (value 13488232; 0.00% of shares outstanding; change 1.00)
Holder of USAR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1920165 (value 27170334; 0.01% of shares outstanding; change 0.90)
Holder of USAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6233837 (value 88208791; 0.03% of shares outstanding; change 0.77)
Holder of USAR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4494632 (value 125894643; 0.02% of shares outstanding; change 1.10)
Holder of USAR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 797040 (value 22325090; 0.00% of shares outstanding; change 1.08)
Holder of USAR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 912223 (value 20880783; 0.00% of shares outstanding; change 0.00)
Holder of USAR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1823224 (value 25798618; 0.01% of shares outstanding; change 1.11)
Holder of USAR: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1842770 (value 26075194; 0.01% of shares outstanding; change -0.13)
Holder of USAR: Reaves Utility Income Fund
Shares held as of 2026-04-30: 2320000 (value 32827999; 0.01% of shares outstanding; change 1.00)
Holder of USAR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 8946853 (value 198709596; 0.04% of shares outstanding; change 0.10)
Holder of USAR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4336218 (value 99256027; 0.02% of shares outstanding; change -0.04)
Holder of USAR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 747272 (value 20931088; 0.00% of shares outstanding; change 0.00)
Holder of USAR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 787935 (value 17500035; 0.00% of shares outstanding; change -0.01)
Holder of USAR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 8463919 (value 156413219; 0.04% of shares outstanding; change -0.05)
Holder of USAR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4409244 (value 62390800; 0.02% of shares outstanding; change 0.02)
Holder of USAR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 9050455 (value 128063934; 0.04% of shares outstanding; change 0.07)
Holder of USAS: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 6935158 (value 34398383; 0.02% of shares outstanding; change 1.00)
Holder of USAS: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 5586284 (value 34411508; 0.02% of shares outstanding; change 0.60)
Holder of USAS: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2025-12-31: 3855578 (value 23750359; 0.01% of shares outstanding; change 1.00)
Holder of USAS: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 416412 (value 2565097; 0.00% of shares outstanding; change -0.63)
Holder of USAS: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 19392000 (value 76986240; 0.06% of shares outstanding; change -0.24)
Holder of USAS: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 5139118 (value 20402298; 0.02% of shares outstanding; change -0.26)
Holder of USAS: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 6370948 (value 25292663; 0.02% of shares outstanding; change 0.14)
Holder of USAS: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 8701552 (value 34545161; 0.03% of shares outstanding; change 0.58)
Holder of USAS: GAMCO Global Gold, Natural Resources & Income Trust
Shares held as of 2026-03-31: 1852000 (value 9074800; 0.01% of shares outstanding; change 0.00)
Holder of USAS: Gabelli Gold Fund, Inc.-Gabelli Gold Fund Inc
Shares held as of 2026-03-31: 3820000 (value 18718000; 0.01% of shares outstanding; change 0.03)
Holder of USAS: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 2705336 (value 10740183; 0.01% of shares outstanding; change -0.30)
Holder of USAS: U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund
Shares held as of 2026-03-31: 1800000 (value 8928000; 0.01% of shares outstanding; change 0.00)
Holder of USAS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2058452 (value 8172054; 0.01% of shares outstanding; change 1.00)
Holder of USAS: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 1938652 (value 7696448; 0.01% of shares outstanding; change 1.00)
Holder of USAS: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 6842777 (value 33940174; 0.02% of shares outstanding; change -0.10)
Holder of USAS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3102221 (value 12315817; 0.01% of shares outstanding; change 59.14)
Holder of USAS: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 6531399 (value 32395739; 0.02% of shares outstanding; change -0.02)
Holder of USAS: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 302618 (value 1864126; 0.00% of shares outstanding; change 0.33)
Holder of USAS: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 6697377 (value 25316084; 0.02% of shares outstanding; change -0.15)
Holder of USAS: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 6391723 (value 27484410; 0.02% of shares outstanding; change -0.02)
Holder of USAS: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 6530767 (value 25927145; 0.02% of shares outstanding; change -0.02)
Holder of USAS: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 6509784 (value 25843842; 0.02% of shares outstanding; change 0.02)
Holder of USAU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 131519 (value 2122716; 0.01% of shares outstanding; change 0.06)
Holder of USAU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 322120 (value 5199016; 0.02% of shares outstanding; change 0.04)
Holder of USAU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 116801 (value 1773039; 0.01% of shares outstanding; change 0.01)
Holder of USAU: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 58631 (value 782137; 0.00% of shares outstanding; change -0.03)
Holder of USAU: VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF
Shares held as of 2026-02-28: 56357 (value 855499; 0.00% of shares outstanding; change 0.13)
Holder of USAU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 67473 (value 941248; 0.00% of shares outstanding; change 0.00)
Holder of USAU: OCM MUTUAL FUND
Shares held as of 2026-03-31: 130000 (value 1813499; 0.01% of shares outstanding; change 0.00)
Holder of USAU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 164299 (value 2191748; 0.01% of shares outstanding; change 0.25)
Holder of USAU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 361020 (value 4816006; 0.02% of shares outstanding; change 0.12)
Holder of USAU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 311105 (value 5021234; 0.02% of shares outstanding; change 0.02)
Holder of USAU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 67227 (value 1020505; 0.00% of shares outstanding; change 0.00)
Holder of USAU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 134020 (value 1787826; 0.01% of shares outstanding; change 0.15)
Holder of USAU: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 360000 (value 4802400; 0.02% of shares outstanding; change 1.00)
Holder of USAU: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 332099 (value 4632780; 0.02% of shares outstanding; change -0.02)
Holder of USAU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 314434 (value 4773108; 0.02% of shares outstanding; change 0.01)
Holder of USAU: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 109314 (value 1659386; 0.01% of shares outstanding; change 0.00)
Holder of USAU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 67227 (value 896808; 0.00% of shares outstanding; change 0.00)
Holder of USAU: OCM MUTUAL FUND
Shares held as of 2026-05-31: 130000 (value 1734200; 0.01% of shares outstanding; change 0.00)
Holder of USAU: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 324995 (value 4871674; 0.02% of shares outstanding; change -0.02)
Holder of USAU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 317402 (value 4234142; 0.02% of shares outstanding; change 0.01)
Holder of USAU: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 108186 (value 1443201; 0.01% of shares outstanding; change -0.01)
Holder of USAU: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 321861 (value 4293625; 0.02% of shares outstanding; change -0.01)
Holder of USB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 39195022 (value 2149846896; 0.03% of shares outstanding; change 0.02)
Holder of USB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 48756317 (value 2674283913; 0.03% of shares outstanding; change 0.00)
Holder of USB: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 12767300 (value 766676355; 0.01% of shares outstanding; change 0.00)
Holder of USB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 19851260 (value 1088841580; 0.01% of shares outstanding; change 0.00)
Holder of USB: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 9681125 (value 535850253; 0.01% of shares outstanding; change 1.10)
Holder of USB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 39501104 (value 2526885671; 0.03% of shares outstanding; change 0.01)
Holder of USB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 49285317 (value 3152781788; 0.03% of shares outstanding; change 0.01)
Holder of USB: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 14369186 (value 919196845; 0.01% of shares outstanding; change 0.00)
Holder of USB: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 8764563 (value 560669105; 0.01% of shares outstanding; change -0.02)
Holder of USB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 19919606 (value 1196172325; 0.01% of shares outstanding; change 0.00)
Holder of USB: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 8483039 (value 509406485; 0.01% of shares outstanding; change -0.12)
Holder of USB: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 10873525 (value 632186736; 0.01% of shares outstanding; change 0.03)
Holder of USB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 18600115 (value 1029516336; 0.01% of shares outstanding; change 0.03)
Holder of USB: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 12767300 (value 816724196; 0.01% of shares outstanding; change 0.00)
Holder of USB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 20105931 (value 1207361141; 0.01% of shares outstanding; change 0.01)
Holder of USB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 19892044 (value 1272494078; 0.01% of shares outstanding; change 0.00)
Holder of USB: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 8214133 (value 525458098; 0.01% of shares outstanding; change -0.03)
Holder of USB: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 10448827 (value 652111291; 0.01% of shares outstanding; change -0.04)
Holder of USB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 18781819 (value 1172173320; 0.01% of shares outstanding; change 0.01)
Holder of USB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 20479615 (value 1310080996; 0.01% of shares outstanding; change 0.02)
Holder of USB: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 10568030 (value 676036892; 0.01% of shares outstanding; change 0.01)
Holder of USB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 18761745 (value 1200188850; 0.01% of shares outstanding; change 0.00)
Holder of USBC: -Grayscale Bitcoin Adopters ETF
Shares held as of 2025-12-31: 9753 (value 3349; 0.00% of shares outstanding; change 1.00)
Holder of USBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 80113 (value 27510; 0.03% of shares outstanding; change 91.08)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 162376 (value 58617; 0.06% of shares outstanding; change 0.31)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 30353 (value 10957; 0.01% of shares outstanding; change 0.00)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 19574 (value 7066; 0.01% of shares outstanding; change 0.00)
Holder of USBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 123496 (value 39271; 0.04% of shares outstanding; change 0.54)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 161785 (value 60750; 0.06% of shares outstanding; change 0.00)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 30353 (value 11397; 0.01% of shares outstanding; change 0.00)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 19574 (value 7350; 0.01% of shares outstanding; change 0.00)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 136059 (value 43266; 0.05% of shares outstanding; change -0.16)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 30353 (value 9652; 0.01% of shares outstanding; change 0.00)
Holder of USBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 19574 (value 6224; 0.01% of shares outstanding; change 0.00)
Holder of USCB: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 273052 (value 5062384; 0.02% of shares outstanding; change 0.01)
Holder of USCB: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 315870 (value 5856230; 0.02% of shares outstanding; change 0.13)
Holder of USCB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 591014 (value 10957400; 0.03% of shares outstanding; change 0.04)
Holder of USCB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 101709 (value 1885684; 0.01% of shares outstanding; change -0.14)
Holder of USCB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 472593 (value 8761874; 0.03% of shares outstanding; change -0.01)
Holder of USCB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 112073 (value 2213441; 0.01% of shares outstanding; change 0.00)
Holder of USCB: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 273944 (value 5936366; 0.02% of shares outstanding; change 0.00)
Holder of USCB: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 527094 (value 11422127; 0.03% of shares outstanding; change 0.17)
Holder of USCB: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 315870 (value 6844902; 0.02% of shares outstanding; change 0.00)
Holder of USCB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 590122 (value 12787943; 0.03% of shares outstanding; change 0.00)
Holder of USCB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 101709 (value 2204034; 0.01% of shares outstanding; change 0.00)
Holder of USCB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 370796 (value 8035149; 0.02% of shares outstanding; change -0.22)
Holder of USCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 260040 (value 4821141; 0.01% of shares outstanding; change 0.02)
Holder of USCB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 59496 (value 1103055; 0.00% of shares outstanding; change 0.00)
Holder of USCB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 59181 (value 1102541; 0.00% of shares outstanding; change 0.13)
Holder of USCB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 113941 (value 2469101; 0.01% of shares outstanding; change 0.02)
Holder of USCB: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 133720 (value 2491203; 0.01% of shares outstanding; change 0.00)
Holder of USCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 249825 (value 4934043; 0.01% of shares outstanding; change -0.04)
Holder of USCB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 94451 (value 1865407; 0.01% of shares outstanding; change 0.60)
Holder of USCB: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 133720 (value 2695795; 0.01% of shares outstanding; change 0.00)
Holder of USCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 252210 (value 5465390; 0.01% of shares outstanding; change 0.01)
Holder of USCB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 132481 (value 2870863; 0.01% of shares outstanding; change 0.40)
Holder of USCB: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 133720 (value 2897712; 0.01% of shares outstanding; change 0.00)
Holder of USEA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 608 (value 1513; 0.00% of shares outstanding; change 0.00)
Holder of USEA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 608 (value 1617; 0.00% of shares outstanding; change 0.00)
Holder of USEA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 608 (value 1550; 0.00% of shares outstanding; change 0.00)
Holder of USEG: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 21848 (value 21529; 0.00% of shares outstanding; change 0.00)
Holder of USEG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 153504 (value 153504; 0.00% of shares outstanding; change 0.00)
Holder of USEG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 407503 (value 407503; 0.01% of shares outstanding; change 0.00)
Holder of USEG: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 27000 (value 26605; 0.00% of shares outstanding; change 0.00)
Holder of USEG: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 21848 (value 21529; 0.00% of shares outstanding; change 0.00)
Holder of USEG: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 732 (value 721; 0.00% of shares outstanding; change 0.00)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 133626 (value 131675; 0.00% of shares outstanding; change 0.19)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 15043 (value 14823; 0.00% of shares outstanding; change 0.00)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 22719 (value 22387; 0.00% of shares outstanding; change 0.00)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 19848 (value 19558; 0.00% of shares outstanding; change 0.00)
Holder of USEG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 153504 (value 151262; 0.00% of shares outstanding; change 0.00)
Holder of USEG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 407503 (value 401553; 0.01% of shares outstanding; change 0.00)
Holder of USEG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 15133 (value 14912; 0.00% of shares outstanding; change -0.01)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 133140 (value 131196; 0.00% of shares outstanding; change 0.00)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15043 (value 14823; 0.00% of shares outstanding; change 0.00)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 22719 (value 22387; 0.00% of shares outstanding; change 0.00)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 19848 (value 19558; 0.00% of shares outstanding; change 0.00)
Holder of USEG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 27653 (value 27249; 0.00% of shares outstanding; change 0.83)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 118921 (value 117184; 0.00% of shares outstanding; change -0.11)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15043 (value 14823; 0.00% of shares outstanding; change 0.00)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 22719 (value 22387; 0.00% of shares outstanding; change 0.00)
Holder of USEG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 19848 (value 19558; 0.00% of shares outstanding; change 0.00)
Holder of USFD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5058824 (value 414064736; 0.02% of shares outstanding; change -0.05)
Holder of USFD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3261942 (value 266989947; 0.01% of shares outstanding; change -0.05)
Holder of USFD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6986929 (value 571880127; 0.03% of shares outstanding; change -0.01)
Holder of USFD: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 2975000 (value 243503745; 0.01% of shares outstanding; change -0.11)
Holder of USFD: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 3391498 (value 329551854; 0.02% of shares outstanding; change 0.12)
Holder of USFD: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5015934 (value 487398297; 0.02% of shares outstanding; change -0.40)
Holder of USFD: John Hancock Funds III-Disciplined Value Fund
Shares held as of 2026-03-31: 3801646 (value 329944859; 0.02% of shares outstanding; change -0.06)
Holder of USFD: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 3979438 (value 345375427; 0.02% of shares outstanding; change -0.08)
Holder of USFD: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 2718700 (value 264176074; 0.01% of shares outstanding; change 0.00)
Holder of USFD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5085254 (value 494134121; 0.02% of shares outstanding; change 0.01)
Holder of USFD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3238235 (value 314659289; 0.01% of shares outstanding; change -0.01)
Holder of USFD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6999484 (value 680139847; 0.03% of shares outstanding; change 0.00)
Holder of USFD: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 4030000 (value 391595092; 0.02% of shares outstanding; change 0.35)
Holder of USFD: John Hancock Funds III-Disciplined Value Fund
Shares held as of 2026-04-30: 3801646 (value 357392748; 0.02% of shares outstanding; change 0.00)
Holder of USFD: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 4228981 (value 397566512; 0.02% of shares outstanding; change 0.06)
Holder of USFD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 7449466 (value 684680447; 0.03% of shares outstanding; change 0.02)
Holder of USFD: John Hancock Funds III-Disciplined Value Fund
Shares held as of 2026-05-31: 4017775 (value 390407189; 0.02% of shares outstanding; change 0.06)
Holder of USFD: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 4228981 (value 410930076; 0.02% of shares outstanding; change 0.00)
Holder of USFD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 7481728 (value 726999496; 0.03% of shares outstanding; change 0.00)
Holder of USGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 24644 (value 251368; 0.00% of shares outstanding; change 0.00)
Holder of USGO: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 5806 (value 49060; 0.00% of shares outstanding; change 0.41)
Holder of USGO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 22315 (value 184768; 0.00% of shares outstanding; change 0.03)
Holder of USGO: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 11232 (value 84015; 0.00% of shares outstanding; change 0.41)
Holder of USGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 13614 (value 114629; 0.00% of shares outstanding; change -0.07)
Holder of USGO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9062 (value 76302; 0.00% of shares outstanding; change 0.00)
Holder of USGO: Themes ETF Trust-Themes Copper Miners ETF
Shares held as of 2026-03-31: 11960 (value 89460; 0.00% of shares outstanding; change 1.80)
Holder of USGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 24644 (value 184337; 0.00% of shares outstanding; change 0.00)
Holder of USGO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 7178 (value 60438; 0.00% of shares outstanding; change 0.22)
Holder of USGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 63729 (value 650035; 0.00% of shares outstanding; change 1.00)
Holder of USGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 13564 (value 112309; 0.00% of shares outstanding; change 0.00)
Holder of USGO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9962 (value 82485; 0.00% of shares outstanding; change 0.10)
Holder of USGO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 28492 (value 213120; 0.00% of shares outstanding; change 0.28)
Holder of USGO: Goldman Sachs Trust-Goldman Sachs Small Cap Growth Insights Fund
Shares held as of 2026-04-30: 9597 (value 71785; 0.00% of shares outstanding; change 1.00)
Holder of USGO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 7225 (value 59822; 0.00% of shares outstanding; change 0.01)
Holder of USGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 61232 (value 507000; 0.00% of shares outstanding; change -0.04)
Holder of USGO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 24507 (value 202917; 0.00% of shares outstanding; change 0.00)
Holder of USGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 13564 (value 101458; 0.00% of shares outstanding; change 0.00)
Holder of USGO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9962 (value 74515; 0.00% of shares outstanding; change 0.00)
Holder of USGO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 7131 (value 53339; 0.00% of shares outstanding; change -0.01)
Holder of USGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 61815 (value 462376; 0.00% of shares outstanding; change 0.01)
Holder of USGO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 24251 (value 181397; 0.00% of shares outstanding; change -0.01)
Holder of USIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 161053 (value 259295; 0.01% of shares outstanding; change 0.00)
Holder of USIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 741106 (value 1193180; 0.03% of shares outstanding; change 0.00)