speb/financial-data huggingface dataset:
Holder of LINC: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 357265 (value 14472804; 0.01% of shares outstanding; change -0.72)
Holder of LINC: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 1275000 (value 51650247; 0.04% of shares outstanding; change 0.13)
Holder of LINC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 326629 (value 13231740; 0.01% of shares outstanding; change 0.02)
Holder of LINC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 843507 (value 34170467; 0.03% of shares outstanding; change 0.00)
Holder of LINC: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 375458 (value 15209802; 0.01% of shares outstanding; change -0.43)
Holder of LINC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 725299 (value 33595849; 0.02% of shares outstanding; change 0.02)
Holder of LINC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 624762 (value 29982329; 0.02% of shares outstanding; change 0.00)
Holder of LINC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 292729 (value 11858451; 0.01% of shares outstanding; change 0.01)
Holder of LINC: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 562226 (value 22775774; 0.02% of shares outstanding; change -0.18)
Holder of LINC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 696924 (value 33752029; 0.02% of shares outstanding; change -0.04)
Holder of LINC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 241598 (value 11700591; 0.01% of shares outstanding; change 0.00)
Holder of LINC: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-05-31: 685147 (value 27755303; 0.02% of shares outstanding; change 1.00)
Holder of LINC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 623908 (value 30215864; 0.02% of shares outstanding; change 0.00)
Holder of LINC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 708830 (value 28714702; 0.02% of shares outstanding; change 0.02)
Holder of LINC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 620516 (value 25137102; 0.02% of shares outstanding; change -0.01)
Holder of LIND: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 422487 (value 9696076; 0.01% of shares outstanding; change 0.01)
Holder of LIND: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1171940 (value 26896023; 0.02% of shares outstanding; change 0.00)
Holder of LIND: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 495431 (value 12658261; 0.01% of shares outstanding; change 1.00)
Holder of LIND: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 704200 (value 17992309; 0.01% of shares outstanding; change 0.12)
Holder of LIND: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1155056 (value 29511679; 0.02% of shares outstanding; change 0.57)
Holder of LIND: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 581801 (value 14865015; 0.01% of shares outstanding; change 0.57)
Holder of LIND: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 881400 (value 19091123; 0.01% of shares outstanding; change 39.87)
Holder of LIND: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 430719 (value 11564805; 0.01% of shares outstanding; change -0.01)
Holder of LIND: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 373700 (value 8576415; 0.01% of shares outstanding; change 0.00)
Holder of LIND: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 495242 (value 13297247; 0.01% of shares outstanding; change 0.17)
Holder of LIND: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1560240 (value 41892444; 0.02% of shares outstanding; change 0.33)
Holder of LIND: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 943306 (value 21648873; 0.01% of shares outstanding; change 0.02)
Holder of LIND: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-04-30: 545684 (value 14651615; 0.01% of shares outstanding; change 0.10)
Holder of LIND: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 890342 (value 22748237; 0.01% of shares outstanding; change 0.01)
Holder of LIND: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1472326 (value 39531953; 0.02% of shares outstanding; change 0.27)
Holder of LIND: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 747151 (value 20061004; 0.01% of shares outstanding; change 0.28)
Holder of LIND: Fidelity Select Portfolios-Select Leisure Portfolio
Shares held as of 2026-04-30: 471800 (value 12054489; 0.01% of shares outstanding; change 0.98)
Holder of LIND: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 608600 (value 16340910; 0.01% of shares outstanding; change -0.14)
Holder of LIND: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 906305 (value 23156092; 0.01% of shares outstanding; change -0.04)
Holder of LIND: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 898100 (value 24113985; 0.01% of shares outstanding; change 0.01)
Holder of LIND: Fidelity Select Portfolios-Select Leisure Portfolio
Shares held as of 2026-05-31: 473400 (value 12710790; 0.01% of shares outstanding; change 0.00)
Holder of LIND: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 914944 (value 24566246; 0.01% of shares outstanding; change 0.01)
Holder of LINE: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 464785 (value 19813785; 0.00% of shares outstanding; change 0.01)
Holder of LINE: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 807380 (value 35855745; 0.00% of shares outstanding; change 1.00)
Holder of LINE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 618951 (value 27487613; 0.00% of shares outstanding; change 0.01)
Holder of LINE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1552010 (value 68924763; 0.01% of shares outstanding; change -0.05)
Holder of LINE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 501053 (value 22251763; 0.00% of shares outstanding; change 1.00)
Holder of LINE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2185410 (value 97054057; 0.01% of shares outstanding; change -0.01)
Holder of LINE: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 450298 (value 18187535; 0.00% of shares outstanding; change 0.01)
Holder of LINE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2562385 (value 103494728; 0.01% of shares outstanding; change 0.01)
Holder of LINE: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 1414744 (value 58598693; 0.01% of shares outstanding; change 0.00)
Holder of LINE: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 423303 (value 17533209; 0.00% of shares outstanding; change -0.09)
Holder of LINE: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 905580 (value 37509121; 0.00% of shares outstanding; change 0.12)
Holder of LINE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 637599 (value 26409349; 0.00% of shares outstanding; change 0.03)
Holder of LINE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1572461 (value 65131331; 0.01% of shares outstanding; change 0.01)
Holder of LINE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1000200 (value 41428282; 0.00% of shares outstanding; change 1.00)
Holder of LINE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2132049 (value 88309465; 0.01% of shares outstanding; change -0.02)
Holder of LINE: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 450662 (value 18666419; 0.00% of shares outstanding; change 0.00)
Holder of LINE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 2542767 (value 105321404; 0.01% of shares outstanding; change -0.01)
Holder of LINE: WisdomTree Trust-WisdomTree U.S. Value Fund
Shares held as of 2026-04-30: 573750 (value 25583512; 0.00% of shares outstanding; change 0.06)
Holder of LINE: WisdomTree Trust-WisdomTree U.S. Value Fund
Shares held as of 2026-06-30: 576573 (value 23881652; 0.00% of shares outstanding; change 0.00)
Holder of LINK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 35531 (value 190801; 0.01% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 25189 (value 123677; 0.00% of shares outstanding; change 0.23)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9940 (value 48805; 0.00% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4607 (value 22620; 0.00% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8509 (value 41779; 0.00% of shares outstanding; change 0.00)
Holder of LINK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 35531 (value 172680; 0.01% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 25097 (value 107415; 0.00% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9940 (value 42543; 0.00% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4607 (value 19717; 0.00% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8509 (value 36418; 0.00% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 21291 (value 103474; 0.00% of shares outstanding; change -0.15)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9940 (value 48308; 0.00% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4607 (value 22390; 0.00% of shares outstanding; change 0.00)
Holder of LINK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8509 (value 41353; 0.00% of shares outstanding; change 0.00)
Holder of LIO.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2025-07-31: 2623625 (value 367307; 0.01% of shares outstanding; change -0.38)
Holder of LION: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2025-12-31: 1324564 (value 19007493; 0.00% of shares outstanding; change 0.00)
Holder of LION: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2469259 (value 35433867; 0.01% of shares outstanding; change 0.02)
Holder of LION: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5249370 (value 75328461; 0.02% of shares outstanding; change -0.09)
Holder of LION: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3391349 (value 48665859; 0.01% of shares outstanding; change -0.08)
Holder of LION: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7120512 (value 102179349; 0.02% of shares outstanding; change -0.09)
Holder of LION: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2003987 (value 30480642; 0.01% of shares outstanding; change 0.01)
Holder of LION: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2026-03-31: 1393864 (value 21200671; 0.00% of shares outstanding; change 0.05)
Holder of LION: Fidelity Select Portfolios-Select Communication Services Portfolio
Shares held as of 2026-03-31: 3363500 (value 48266226; 0.01% of shares outstanding; change -0.03)
Holder of LION: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2554043 (value 34070934; 0.01% of shares outstanding; change 0.03)
Holder of LION: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5360432 (value 71508163; 0.02% of shares outstanding; change 0.02)
Holder of LION: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3408408 (value 45468163; 0.01% of shares outstanding; change 0.01)
Holder of LION: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7365011 (value 98249247; 0.03% of shares outstanding; change 0.03)
Holder of LION: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5013854 (value 71948806; 0.02% of shares outstanding; change 0.01)
Holder of LION: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1763817 (value 25310774; 0.01% of shares outstanding; change 0.00)
Holder of LION: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2025073 (value 27014474; 0.01% of shares outstanding; change 0.01)
Holder of LION: Fidelity Select Portfolios-Select Communication Services Portfolio
Shares held as of 2026-04-30: 3383813 (value 51467795; 0.01% of shares outstanding; change 0.01)
Holder of LION: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 2147464 (value 30751683; 0.01% of shares outstanding; change 0.00)
Holder of LION: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4817726 (value 73277612; 0.02% of shares outstanding; change -0.04)
Holder of LION: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1743687 (value 26521479; 0.01% of shares outstanding; change -0.01)
Holder of LION: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-05-31: 1437138 (value 19171421; 0.00% of shares outstanding; change 0.17)
Holder of LION: Fidelity Select Portfolios-Select Communication Services Portfolio
Shares held as of 2026-05-31: 3477023 (value 46383487; 0.01% of shares outstanding; change 0.03)
Holder of LION: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 2145822 (value 29784009; 0.01% of shares outstanding; change 0.00)
Holder of LION: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4883479 (value 65145610; 0.02% of shares outstanding; change 0.01)
Holder of LION: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1769333 (value 23602902; 0.01% of shares outstanding; change 0.01)
Holder of LION: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 2145822 (value 28625265; 0.01% of shares outstanding; change 0.00)
Holder of LIQT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 49175 (value 54092; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 4296 (value 3889; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 39990 (value 35191; 0.00% of shares outstanding; change 0.79)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 729 (value 641; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5048 (value 4442; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4005 (value 3524; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 49175 (value 32052; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 4296 (value 2800; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39844 (value 36070; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6049 (value 5476; 0.00% of shares outstanding; change 7.30)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5048 (value 4569; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4005 (value 3625; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 38450 (value 25061; 0.00% of shares outstanding; change -0.04)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6049 (value 3942; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5048 (value 3290; 0.00% of shares outstanding; change 0.00)
Holder of LIQT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4005 (value 2610; 0.00% of shares outstanding; change 0.00)
Holder of LISN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1028 (value 97351600; 0.01% of shares outstanding; change 0.02)
Holder of LISN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 264 (value 25264800; 0.00% of shares outstanding; change 0.02)
Holder of LISN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 238 (value 22776600; 0.00% of shares outstanding; change 0.01)
Holder of LISN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1589 (value 152067300; 0.01% of shares outstanding; change 0.01)
Holder of LISN.SW: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 232 (value 21668800; 0.00% of shares outstanding; change 0.04)
Holder of LISN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 396 (value 37501200; 0.00% of shares outstanding; change 0.01)
Holder of LISN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 486 (value 46024200; 0.00% of shares outstanding; change 0.00)
Holder of LISN.SW: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 193 (value 18277100; 0.00% of shares outstanding; change -0.03)
Holder of LISN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1053 (value 98350200; 0.01% of shares outstanding; change 0.02)
Holder of LISN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 399 (value 38184300; 0.00% of shares outstanding; change 0.01)
Holder of LISN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 508 (value 48615600; 0.00% of shares outstanding; change 0.05)
Holder of LISN.SW: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 202 (value 19331400; 0.00% of shares outstanding; change 0.05)
Holder of LISN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 270 (value 25218000; 0.00% of shares outstanding; change 0.02)
Holder of LISN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 243 (value 22696200; 0.00% of shares outstanding; change 0.02)
Holder of LISN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1592 (value 148692800; 0.01% of shares outstanding; change 0.00)
Holder of LISN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 752 (value 71966400; 0.01% of shares outstanding; change 0.00)
Holder of LISN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 374 (value 35791800; 0.00% of shares outstanding; change 0.01)
Holder of LISN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 404 (value 37733600; 0.00% of shares outstanding; change 0.01)
Holder of LISN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 523 (value 48848200; 0.00% of shares outstanding; change 0.03)
Holder of LISN.SW: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 206 (value 19240400; 0.00% of shares outstanding; change 0.02)
Holder of LISN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 752 (value 70236800; 0.01% of shares outstanding; change 0.00)
Holder of LISN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 374 (value 34931600; 0.00% of shares outstanding; change 0.00)
Holder of LISP.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 9091 (value 83682655; 0.01% of shares outstanding; change -0.01)
Holder of LISP.SW: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-01-31: 15113 (value 141079855; 0.02% of shares outstanding; change 0.00)
Holder of LISP.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 2484 (value 23188140; 0.00% of shares outstanding; change -0.02)
Holder of LISP.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 14105 (value 131670175; 0.01% of shares outstanding; change -0.01)
Holder of LISP.SW: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 5396 (value 49805080; 0.01% of shares outstanding; change -0.02)
Holder of LISP.SW: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 11916 (value 109984680; 0.01% of shares outstanding; change -0.01)
Holder of LISP.SW: Columbia Fd.s Varbl Series TRT II-Varbl PORT. - Part. Intl Core Eqy. F
Shares held as of 2026-03-31: 3052 (value 28169960; 0.00% of shares outstanding; change -0.02)
Holder of LISP.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 3433 (value 31600765; 0.00% of shares outstanding; change 0.02)
Holder of LISP.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9328 (value 86097440; 0.01% of shares outstanding; change 0.03)
Holder of LISP.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 3499 (value 32663165; 0.00% of shares outstanding; change 0.02)
Holder of LISP.SW: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 16598 (value 153199540; 0.02% of shares outstanding; change 1.00)
Holder of LISP.SW: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-04-30: 14963 (value 138108490; 0.02% of shares outstanding; change -0.01)
Holder of LISP.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 14096 (value 130106080; 0.01% of shares outstanding; change 0.00)
Holder of LISP.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 6731 (value 62833885; 0.01% of shares outstanding; change 0.01)
Holder of LISP.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3267 (value 30497445; 0.00% of shares outstanding; change 0.00)
Holder of LISP.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3520 (value 32489600; 0.00% of shares outstanding; change 0.01)
Holder of LISP.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 6900 (value 63687000; 0.01% of shares outstanding; change 0.03)
Holder of LISP.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3267 (value 30154410; 0.00% of shares outstanding; change 0.00)
Holder of LITB: Avantis Emerging Markets Equity Fund
Shares held as of 2023-08-31: 2012 (value 6619; 0.00% of shares outstanding; change 0.00)
Holder of LITE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 907787 (value 776121593; 0.01% of shares outstanding; change 0.03)
Holder of LITE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1608815 (value 1375472507; 0.02% of shares outstanding; change 0.02)
Holder of LITE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2229360 (value 1906013674; 0.03% of shares outstanding; change 0.07)
Holder of LITE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 911277 (value 695295229; 0.01% of shares outstanding; change 0.03)
Holder of LITE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 911833 (value 779580761; 0.01% of shares outstanding; change 1.00)
Holder of LITE: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 988587 (value 845202363; 0.01% of shares outstanding; change -0.04)
Holder of LITE: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 848016 (value 647027719; 0.01% of shares outstanding; change 0.48)
Holder of LITE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1469014 (value 1120842977; 0.02% of shares outstanding; change -0.51)
Holder of LITE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1814927 (value 1384771134; 0.02% of shares outstanding; change 1.00)
Holder of LITE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 770992 (value 659167337; 0.01% of shares outstanding; change 1.00)
Holder of LITE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 823177 (value 628075811; 0.01% of shares outstanding; change -0.49)
Holder of LITE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2267465 (value 1730053098; 0.03% of shares outstanding; change 0.02)
Holder of LITE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 914981 (value 817928958; 0.01% of shares outstanding; change 0.00)
Holder of LITE: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 797342 (value 734798491; 0.01% of shares outstanding; change -0.19)
Holder of LITE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 853542 (value 786590163; 0.01% of shares outstanding; change 0.03)
Holder of LITE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 923554 (value 825592620; 0.01% of shares outstanding; change 0.01)
Holder of LITE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 913707 (value 697149295; 0.01% of shares outstanding; change 0.00)
Holder of LITE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 1547244 (value 1133851359; 0.02% of shares outstanding; change 1.00)
Holder of LITE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 861984 (value 678536558; 0.01% of shares outstanding; change 0.01)
Holder of LITE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 940858 (value 717865236; 0.01% of shares outstanding; change 0.02)
Holder of LITE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 1651477 (value 1260060420; 0.02% of shares outstanding; change 0.07)
Holder of LITE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 940244 (value 717396760; 0.01% of shares outstanding; change 0.09)
Holder of LITH.V: Sprott Lithium Miners ETF
Shares held as of 2024-09-30: 42679 (value 24327; 0.00% of shares outstanding; change 0.16)
Holder of LITS: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2025-12-31: 30000 (value 30299; 0.00% of shares outstanding; change 0.00)
Holder of LITS: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2025-12-31: 956 (value 715; 0.00% of shares outstanding; change 0.20)
Holder of LITS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 325817 (value 329075; 0.01% of shares outstanding; change 0.00)
Holder of LITS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 536357 (value 541720; 0.02% of shares outstanding; change 1.51)
Holder of LITS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 27624 (value 27900; 0.00% of shares outstanding; change 4.90)
Holder of LITS: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 2400 (value 2372; 0.00% of shares outstanding; change -0.08)
Holder of LITS: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2026-03-31: 30000 (value 29651; 0.00% of shares outstanding; change 0.00)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 213591 (value 159936; 0.01% of shares outstanding; change 0.13)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2308 (value 1728; 0.00% of shares outstanding; change 0.00)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 49681 (value 37201; 0.00% of shares outstanding; change 0.10)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 54468 (value 40785; 0.00% of shares outstanding; change 0.00)
Holder of LITS: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 956 (value 944; 0.00% of shares outstanding; change 0.00)
Holder of LITS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 363353 (value 359138; 0.01% of shares outstanding; change 0.12)
Holder of LITS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 652336 (value 644768; 0.02% of shares outstanding; change 0.22)
Holder of LITS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 27624 (value 27303; 0.00% of shares outstanding; change 0.00)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 212814 (value 190191; 0.01% of shares outstanding; change 0.00)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15724 (value 14052; 0.00% of shares outstanding; change 5.81)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 49681 (value 44399; 0.00% of shares outstanding; change 0.00)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 54468 (value 48678; 0.00% of shares outstanding; change 0.00)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 204707 (value 202332; 0.01% of shares outstanding; change -0.04)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15724 (value 15541; 0.00% of shares outstanding; change 0.00)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 49681 (value 49104; 0.00% of shares outstanding; change 0.00)
Holder of LITS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 54468 (value 53836; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 21474 (value 193480; 0.01% of shares outstanding; change 0.02)
Holder of LIVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 10817 (value 110874; 0.00% of shares outstanding; change -0.21)
Holder of LIVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 44195 (value 452998; 0.01% of shares outstanding; change 0.00)
Holder of LIVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 5460 (value 58804; 0.00% of shares outstanding; change -0.10)
Holder of LIVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 5483 (value 59051; 0.00% of shares outstanding; change -0.18)
Holder of LIVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 3329 (value 35853; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 2817 (value 30339; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: Nationwide Mutual Funds-Nationwide Bailard Cognitive Value Fund
Shares held as of 2026-01-31: 11622 (value 125168; 0.00% of shares outstanding; change -0.14)
Holder of LIVE: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 8729 (value 84584; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 21474 (value 208083; 0.01% of shares outstanding; change 0.00)
Holder of LIVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 4032 (value 36328; 0.00% of shares outstanding; change -0.18)
Holder of LIVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 10817 (value 104816; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 44195 (value 428249; 0.01% of shares outstanding; change 0.00)
Holder of LIVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 5460 (value 52907; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 5483 (value 53130; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 3329 (value 32258; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 2817 (value 27296; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 4017 (value 43263; 0.00% of shares outstanding; change 0.00)
Holder of LIVE: Nationwide Mutual Funds-Nationwide Bailard Small Cap Value Fund
Shares held as of 2026-04-30: 3789 (value 36715; 0.00% of shares outstanding; change -0.67)
Holder of LIVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4017 (value 38924; 0.00% of shares outstanding; change 0.00)
Holder of LIVN: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 1394263 (value 102896613; 0.03% of shares outstanding; change -0.05)
Holder of LIVN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 899839 (value 70826326; 0.02% of shares outstanding; change 0.00)
Holder of LIVN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 650529 (value 51203136; 0.01% of shares outstanding; change 4.59)
Holder of LIVN: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 1320974 (value 103286960; 0.02% of shares outstanding; change -0.05)
Holder of LIVN: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 818690 (value 64439089; 0.01% of shares outstanding; change 0.00)
Holder of LIVN: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1912100 (value 149507103; 0.03% of shares outstanding; change 0.00)
Holder of LIVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1332811 (value 98361455; 0.02% of shares outstanding; change 0.00)
Holder of LIVN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1679556 (value 135540164; 0.03% of shares outstanding; change 0.87)
Holder of LIVN: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1679556 (value 131324487; 0.03% of shares outstanding; change 0.87)
Holder of LIVN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1619064 (value 117155472; 0.03% of shares outstanding; change 0.16)
Holder of LIVN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 872529 (value 68223044; 0.02% of shares outstanding; change 0.34)
Holder of LIVN: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 806203 (value 63037014; 0.01% of shares outstanding; change 1.29)
Holder of LIVN: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 818690 (value 64013373; 0.01% of shares outstanding; change 0.00)
Holder of LIVN: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 750000 (value 59542499; 0.01% of shares outstanding; change 0.01)
Holder of LIVN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1841526 (value 144946509; 0.03% of shares outstanding; change 0.02)
Holder of LIVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1280601 (value 100796103; 0.02% of shares outstanding; change -0.04)
Holder of LIVN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1616502 (value 127234870; 0.03% of shares outstanding; change 0.00)
Holder of LIVN: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 750000 (value 61518751; 0.01% of shares outstanding; change 0.00)
Holder of LIVN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1852720 (value 144864181; 0.03% of shares outstanding; change 0.01)
Holder of LIVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1305216 (value 102054842; 0.02% of shares outstanding; change 0.02)
Holder of LIVN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1612675 (value 126095062; 0.03% of shares outstanding; change 0.00)
Holder of LIVN: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 750000 (value 58642501; 0.01% of shares outstanding; change 0.00)
Holder of LIXT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 39910 (value 249437; 0.00% of shares outstanding; change 0.55)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 28496 (value 199472; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 775 (value 5425; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7228 (value 50596; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8516 (value 59612; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 49479 (value 356743; 0.00% of shares outstanding; change 0.24)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 28392 (value 212372; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 775 (value 5797; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7228 (value 54065; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8516 (value 63699; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 28392 (value 204706; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 775 (value 5587; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7228 (value 52113; 0.00% of shares outstanding; change 0.00)
Holder of LIXT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8516 (value 61400; 0.00% of shares outstanding; change 0.00)
Holder of LKE.AX: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 2485332 (value 178943; 0.00% of shares outstanding; change 1.00)
Holder of LKE.AX: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2025-12-31: 2448604 (value 176299; 0.00% of shares outstanding; change 4.15)
Holder of LKE.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-01-31: 27313 (value 1256; 0.00% of shares outstanding; change 1.00)
Holder of LKE.AX: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 4449958 (value 177998; 0.00% of shares outstanding; change 0.79)
Holder of LKE.AX: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2026-03-31: 2757539 (value 110301; 0.00% of shares outstanding; change 0.13)
Holder of LKE.AX: Themes ETF Trust-Themes Lithium & Battery Metal Miners ETF
Shares held as of 2026-03-31: 985344 (value 39413; 0.00% of shares outstanding; change 6.26)
Holder of LKE.AX: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 324115 (value 19771; 0.00% of shares outstanding; change 0.03)
Holder of LKE.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 294190 (value 11767; 0.00% of shares outstanding; change 1.00)
Holder of LKE.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 27313 (value 1092; 0.00% of shares outstanding; change 0.00)
Holder of LKE.AX: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 197205 (value 7888; 0.00% of shares outstanding; change 1.00)
Holder of LKE.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 1513141 (value 60525; 0.00% of shares outstanding; change 1.00)
Holder of LKE.AX: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 2825950 (value 113037; 0.00% of shares outstanding; change 1.00)
Holder of LKE.AX: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 334570 (value 13382; 0.00% of shares outstanding; change 0.03)
Holder of LKE.AX: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 348510 (value 13940; 0.00% of shares outstanding; change 0.04)
Holder of LKFN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 276458 (value 16761648; 0.01% of shares outstanding; change 0.01)
Holder of LKFN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 772305 (value 46824852; 0.03% of shares outstanding; change -0.01)
Holder of LKFN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 246934 (value 14880242; 0.01% of shares outstanding; change 0.01)
Holder of LKFN: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 791643 (value 48377304; 0.03% of shares outstanding; change 0.09)
Holder of LKFN: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 224964 (value 13556330; 0.01% of shares outstanding; change 0.00)
Holder of LKFN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 312912 (value 19347349; 0.01% of shares outstanding; change 0.00)
Holder of LKFN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1295785 (value 81219804; 0.05% of shares outstanding; change -0.03)
Holder of LKFN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 282352 (value 17254530; 0.01% of shares outstanding; change 0.02)
Holder of LKFN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 789525 (value 48247873; 0.03% of shares outstanding; change 0.02)
Holder of LKFN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 601873 (value 36491560; 0.02% of shares outstanding; change 0.00)
Holder of LKFN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 306212 (value 18712615; 0.01% of shares outstanding; change -0.02)
Holder of LKFN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 246352 (value 15054570; 0.01% of shares outstanding; change 0.00)
Holder of LKFN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 228336 (value 13759526; 0.01% of shares outstanding; change 0.00)
Holder of LKFN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 237141 (value 14662428; 0.01% of shares outstanding; change 0.05)
Holder of LKFN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1538039 (value 92682227; 0.06% of shares outstanding; change 0.02)
Holder of LKFN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 578265 (value 34846247; 0.02% of shares outstanding; change -0.04)
Holder of LKFN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 230416 (value 13903301; 0.01% of shares outstanding; change 0.01)
Holder of LKFN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1535692 (value 93846139; 0.06% of shares outstanding; change 0.00)
Holder of LKFN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 583777 (value 35674612; 0.02% of shares outstanding; change 0.01)
Holder of LKFN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 226159 (value 13646434; 0.01% of shares outstanding; change 0.03)