speb/financial-data huggingface dataset:
Holder of SSSS: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-05-31: 72446 (value 908472; 0.00% of shares outstanding; change 0.05)
Holder of SSSS: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-06-30: 26000 (value 326039; 0.00% of shares outstanding; change 0.16)
Holder of SSSS: Gabelli Dividend & Income Trust
Shares held as of 2026-06-30: 381402 (value 4782781; 0.01% of shares outstanding; change -0.04)
Holder of SSSS: Gabelli Equity Trust Inc
Shares held as of 2026-06-30: 596168 (value 7475946; 0.02% of shares outstanding; change -0.06)
Holder of SST: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 9006 (value 28278; 0.00% of shares outstanding; change 0.00)
Holder of SST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 20063 (value 59988; 0.00% of shares outstanding; change 0.00)
Holder of SST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17069 (value 51036; 0.00% of shares outstanding; change 0.00)
Holder of SST: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 8 (value 22; 0.00% of shares outstanding; change -0.11)
Holder of SST: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 9006 (value 16480; 0.00% of shares outstanding; change 0.00)
Holder of SST: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 20 (value 36; 0.00% of shares outstanding; change 0.00)
Holder of SST: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 7100 (value 12993; 0.00% of shares outstanding; change 0.00)
Holder of SST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 15714 (value 49341; 0.00% of shares outstanding; change 1.39)
Holder of SST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3090 (value 9702; 0.00% of shares outstanding; change 0.00)
Holder of SST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3635 (value 11413; 0.00% of shares outstanding; change 0.00)
Holder of SST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 20063 (value 36715; 0.00% of shares outstanding; change 0.00)
Holder of SST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17069 (value 31236; 0.00% of shares outstanding; change 0.00)
Holder of SST: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 22 (value 40; 0.00% of shares outstanding; change 1.75)
Holder of SST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 15657 (value 43604; 0.00% of shares outstanding; change 0.00)
Holder of SST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3090 (value 8605; 0.00% of shares outstanding; change 0.00)
Holder of SST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3635 (value 10123; 0.00% of shares outstanding; change 0.00)
Holder of SST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 10000 (value 18300; 0.00% of shares outstanding; change -0.36)
Holder of SST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1725 (value 3156; 0.00% of shares outstanding; change -0.44)
Holder of SST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3635 (value 6652; 0.00% of shares outstanding; change 0.00)
Holder of SSTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 92808 (value 696988; 0.01% of shares outstanding; change 0.00)
Holder of SSTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 291981 (value 2192777; 0.02% of shares outstanding; change 0.00)
Holder of SSTI: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 739800 (value 5718654; 0.06% of shares outstanding; change -0.26)
Holder of SSTI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 95794 (value 740487; 0.01% of shares outstanding; change 0.03)
Holder of SSTI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 47314 (value 391286; 0.00% of shares outstanding; change 0.01)
Holder of SSTI: BlackRock Funds-BLACKROCK ADVANTAGE SMALL CAP GROWTH FUND
Shares held as of 2026-03-31: 43857 (value 362697; 0.00% of shares outstanding; change 0.00)
Holder of SSTI: Clearwater Investment Trust-Clearwater Select Equity Fund
Shares held as of 2026-03-31: 95510 (value 789867; 0.01% of shares outstanding; change 0.02)
Holder of SSTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 88820 (value 667926; 0.01% of shares outstanding; change 0.70)
Holder of SSTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 104739 (value 866191; 0.01% of shares outstanding; change 0.13)
Holder of SSTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 291981 (value 2414683; 0.02% of shares outstanding; change 0.00)
Holder of SSTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 229580 (value 1724145; 0.02% of shares outstanding; change 0.02)
Holder of SSTI: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 365000 (value 3018550; 0.03% of shares outstanding; change -0.51)
Holder of SSTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 88497 (value 684081; 0.01% of shares outstanding; change 0.00)
Holder of SSTI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 95329 (value 788370; 0.01% of shares outstanding; change 0.00)
Holder of SSTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 220500 (value 1704465; 0.02% of shares outstanding; change -0.04)
Holder of SSTI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 80779 (value 624421; 0.01% of shares outstanding; change 0.00)
Holder of SSTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 74525 (value 616321; 0.01% of shares outstanding; change -0.16)
Holder of SSTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 222620 (value 1841067; 0.02% of shares outstanding; change 0.01)
Holder of SSTI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 79947 (value 661161; 0.01% of shares outstanding; change -0.01)
Holder of SSTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 267865 (value 3988509; 0.01% of shares outstanding; change -0.03)
Holder of SSTK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 775995 (value 11554565; 0.02% of shares outstanding; change 0.03)
Holder of SSTK: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 341915 (value 4954348; 0.01% of shares outstanding; change -0.02)
Holder of SSTK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 246057 (value 3565365; 0.01% of shares outstanding; change 0.00)
Holder of SSTK: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 188389 (value 1051210; 0.01% of shares outstanding; change 0.10)
Holder of SSTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 276551 (value 1543154; 0.01% of shares outstanding; change 0.03)
Holder of SSTK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 775995 (value 4330052; 0.02% of shares outstanding; change 0.00)
Holder of SSTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 599845 (value 8931692; 0.02% of shares outstanding; change 0.02)
Holder of SSTK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 212842 (value 3169217; 0.01% of shares outstanding; change 0.00)
Holder of SSTK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 246186 (value 1373717; 0.01% of shares outstanding; change 0.00)
Holder of SSTK: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 388146 (value 2165854; 0.01% of shares outstanding; change 0.14)
Holder of SSTK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 215959 (value 2854978; 0.01% of shares outstanding; change 0.00)
Holder of SSTK: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 190834 (value 1414079; 0.01% of shares outstanding; change -0.05)
Holder of SSTK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1482719 (value 19601545; 0.04% of shares outstanding; change 0.02)
Holder of SSTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 576464 (value 8352963; 0.02% of shares outstanding; change -0.04)
Holder of SSTK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 210412 (value 3048869; 0.01% of shares outstanding; change -0.01)
Holder of SSTK: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 225181 (value 2976892; 0.01% of shares outstanding; change -0.06)
Holder of SSTK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 217935 (value 1850268; 0.01% of shares outstanding; change 0.01)
Holder of SSTK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1464879 (value 8174024; 0.04% of shares outstanding; change -0.01)
Holder of SSTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 581923 (value 3247130; 0.02% of shares outstanding; change 0.01)
Holder of SSTK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 212194 (value 1184042; 0.01% of shares outstanding; change 0.01)
Holder of SSTK: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 234512 (value 1308576; 0.01% of shares outstanding; change 0.04)
Holder of SSTK: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 199862 (value 1115229; 0.01% of shares outstanding; change 0.05)
Holder of SSV.V: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 3801746 (value 2243030; 0.01% of shares outstanding; change 19.36)
Holder of SSV.V: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 8545440 (value 4187265; 0.02% of shares outstanding; change 1.25)
Holder of SSV.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 1350000 (value 661500; 0.00% of shares outstanding; change 0.00)
Holder of SSYS: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 896170 (value 7474057; 0.01% of shares outstanding; change 0.10)
Holder of SSYS: Columbia Fd.s Varbl Series TRT II-Varbl PORT. - Part. Small Cap Value 
Shares held as of 2026-03-31: 144284 (value 1520753; 0.00% of shares outstanding; change 1.00)
Holder of SSYS: Segall Bryant & Hamill Trust-SBH Small Cap Value Fund
Shares held as of 2026-03-31: 299264 (value 2403089; 0.00% of shares outstanding; change 1.00)
Holder of SSYS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1357460 (value 10900403; 0.02% of shares outstanding; change 0.00)
Holder of SSYS: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 300610 (value 2570215; 0.00% of shares outstanding; change 0.00)
Holder of SSYS: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 254709 (value 2684632; 0.00% of shares outstanding; change 0.33)
Holder of SSYS: ARK ETF Trust-The 3D Printing ETF
Shares held as of 2026-04-30: 257471 (value 2278618; 0.00% of shares outstanding; change 0.07)
Holder of SSYS: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-04-30: 1835681 (value 16245777; 0.02% of shares outstanding; change 0.00)
Holder of SSYS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 1264623 (value 11191914; 0.01% of shares outstanding; change 0.00)
Holder of SSYS: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 827459 (value 6644495; 0.01% of shares outstanding; change -0.08)
Holder of SSYS: Nuveen Investment Funds, Inc.-Nuveen Small Cap Value Fund
Shares held as of 2026-04-30: 316176 (value 2798157; 0.00% of shares outstanding; change 0.00)
Holder of SSYS: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 1422080 (value 12585408; 0.02% of shares outstanding; change 0.00)
Holder of SSYS: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 254709 (value 2124273; 0.00% of shares outstanding; change 0.00)
Holder of SSYS: ARK ETF Trust-The 3D Printing ETF
Shares held as of 2026-05-31: 257471 (value 2147308; 0.00% of shares outstanding; change 0.00)
Holder of SSYS: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-05-31: 1917308 (value 16392983; 0.02% of shares outstanding; change 0.04)
Holder of SSYS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 1321357 (value 10755846; 0.02% of shares outstanding; change 0.04)
Holder of SSYS: Nuveen Investment Funds, Inc.-Nuveen Small Cap Value Fund
Shares held as of 2026-05-31: 340984 (value 2775609; 0.00% of shares outstanding; change 0.08)
Holder of SSYS: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 1402256 (value 11989289; 0.02% of shares outstanding; change -0.01)
Holder of SSYS: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 254709 (value 2045313; 0.00% of shares outstanding; change 0.00)
Holder of SSYS: ARK ETF Trust-The 3D Printing ETF
Shares held as of 2026-06-30: 257471 (value 2067492; 0.00% of shares outstanding; change 0.00)
Holder of SSYS: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-06-30: 1394198 (value 11195409; 0.02% of shares outstanding; change -0.27)
Holder of SSYS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 1511329 (value 12135971; 0.02% of shares outstanding; change 0.14)
Holder of SSYS: Nuveen Investment Funds, Inc.-Nuveen Small Cap Value Fund
Shares held as of 2026-06-30: 340984 (value 2738101; 0.00% of shares outstanding; change 0.00)
Holder of SSYS: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 2542798 (value 20418667; 0.03% of shares outstanding; change 0.81)
Holder of SSYS: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-06-30: 404655 (value 3249379; 0.00% of shares outstanding; change 0.35)
Holder of ST: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 2441535 (value 120587412; 0.02% of shares outstanding; change -0.13)
Holder of ST: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 10452627 (value 516255241; 0.07% of shares outstanding; change -0.05)
Holder of ST: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3984166 (value 196777956; 0.03% of shares outstanding; change -0.13)
Holder of ST: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 5029274 (value 248395839; 0.03% of shares outstanding; change -0.10)
Holder of ST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3306355 (value 163300871; 0.02% of shares outstanding; change -0.04)
Holder of ST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2131499 (value 105274734; 0.01% of shares outstanding; change -0.04)
Holder of ST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4592912 (value 226843920; 0.03% of shares outstanding; change 0.00)
Holder of ST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1893533 (value 92764184; 0.01% of shares outstanding; change 0.00)
Holder of ST: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 2813154 (value 128589266; 0.02% of shares outstanding; change 0.15)
Holder of ST: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 5848914 (value 267353853; 0.04% of shares outstanding; change -0.44)
Holder of ST: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 6977054 (value 318921131; 0.05% of shares outstanding; change 0.00)
Holder of ST: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 4349646 (value 198822314; 0.03% of shares outstanding; change 0.09)
Holder of ST: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 4814174 (value 220055889; 0.03% of shares outstanding; change -0.04)
Holder of ST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3358599 (value 153521557; 0.02% of shares outstanding; change 0.02)
Holder of ST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2139023 (value 97774739; 0.01% of shares outstanding; change 0.00)
Holder of ST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4638828 (value 212040823; 0.03% of shares outstanding; change 0.01)
Holder of ST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1893533 (value 86553391; 0.01% of shares outstanding; change 0.00)
Holder of ST: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4920727 (value 249136413; 0.03% of shares outstanding; change 0.02)
Holder of ST: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 7222588 (value 353834598; 0.05% of shares outstanding; change 0.04)
Holder of ST: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4942142 (value 225905306; 0.03% of shares outstanding; change 0.00)
Holder of STAA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 538839 (value 16105897; 0.01% of shares outstanding; change 0.02)
Holder of STAA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 445095 (value 13303889; 0.01% of shares outstanding; change -0.04)
Holder of STAA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 791284 (value 23651478; 0.02% of shares outstanding; change -0.04)
Holder of STAA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1095860 (value 32755254; 0.02% of shares outstanding; change -0.03)
Holder of STAA: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2025-12-31: 312373 (value 9336828; 0.01% of shares outstanding; change 0.03)
Holder of STAA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 488872 (value 13644417; 0.01% of shares outstanding; change 0.01)
Holder of STAA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 247338 (value 7610590; 0.01% of shares outstanding; change 0.01)
Holder of STAA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 556763 (value 13017118; 0.01% of shares outstanding; change 0.03)
Holder of STAA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 454674 (value 10630277; 0.01% of shares outstanding; change 0.02)
Holder of STAA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 799829 (value 18700001; 0.02% of shares outstanding; change 0.01)
Holder of STAA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1095860 (value 25621205; 0.02% of shares outstanding; change 0.00)
Holder of STAA: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 312373 (value 7303280; 0.01% of shares outstanding; change 0.00)
Holder of STAA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 844316 (value 25236604; 0.02% of shares outstanding; change -0.31)
Holder of STAA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 268344 (value 7489480; 0.01% of shares outstanding; change 0.10)
Holder of STAA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 339786 (value 7944196; 0.01% of shares outstanding; change -0.31)
Holder of STAA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 453917 (value 13218063; 0.01% of shares outstanding; change 0.00)
Holder of STAA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3034164 (value 88354858; 0.06% of shares outstanding; change 0.02)
Holder of STAA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 811224 (value 22641261; 0.02% of shares outstanding; change -0.04)
Holder of STAA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 257547 (value 6021448; 0.01% of shares outstanding; change -0.04)
Holder of STAA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 458025 (value 12714774; 0.01% of shares outstanding; change 0.01)
Holder of STAA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3014815 (value 70486372; 0.06% of shares outstanding; change -0.01)
Holder of STAA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 818726 (value 19141813; 0.02% of shares outstanding; change 0.01)
Holder of STAA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 457473 (value 10695718; 0.01% of shares outstanding; change 0.00)
Holder of STAG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2012834 (value 76226021; 0.01% of shares outstanding; change 0.01)
Holder of STAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4235969 (value 160416141; 0.02% of shares outstanding; change -0.04)
Holder of STAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2732406 (value 103476212; 0.01% of shares outstanding; change -0.04)
Holder of STAG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5889956 (value 223052627; 0.03% of shares outstanding; change 0.00)
Holder of STAG: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 2183475 (value 85068184; 0.01% of shares outstanding; change -0.04)
Holder of STAG: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 6969923 (value 271548193; 0.04% of shares outstanding; change 0.01)
Holder of STAG: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-03-31: 2668945 (value 101072944; 0.01% of shares outstanding; change -0.01)
Holder of STAG: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-03-31: 1996394 (value 75603438; 0.01% of shares outstanding; change 0.00)
Holder of STAG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2131879 (value 87641546; 0.01% of shares outstanding; change 0.06)
Holder of STAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4404905 (value 181085647; 0.02% of shares outstanding; change 0.04)
Holder of STAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2805019 (value 115314332; 0.01% of shares outstanding; change 0.03)
Holder of STAG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6049258 (value 248685000; 0.03% of shares outstanding; change 0.03)
Holder of STAG: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 2132095 (value 87650426; 0.01% of shares outstanding; change -0.02)
Holder of STAG: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-04-30: 2660645 (value 103658726; 0.01% of shares outstanding; change 0.00)
Holder of STAG: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-04-30: 2190794 (value 85353332; 0.01% of shares outstanding; change 0.10)
Holder of STAG: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1445289 (value 53439558; 0.01% of shares outstanding; change 0.00)
Holder of STAG: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 6933345 (value 285029817; 0.04% of shares outstanding; change -0.01)
Holder of STAG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 6452796 (value 243915683; 0.03% of shares outstanding; change 0.02)
Holder of STAG: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-05-31: 2541345 (value 104474694; 0.01% of shares outstanding; change -0.04)
Holder of STAG: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-05-31: 2190794 (value 90063542; 0.01% of shares outstanding; change 0.00)
Holder of STAG: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1431170 (value 55787005; 0.01% of shares outstanding; change -0.01)
Holder of STAG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 6480775 (value 266424664; 0.03% of shares outstanding; change 0.00)
Holder of STAG: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1471160 (value 60479388; 0.01% of shares outstanding; change 0.03)
Holder of STAN.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 10199048 (value 20489887432; 0.00% of shares outstanding; change -0.01)
Holder of STAN.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 17297158 (value 34749990422; 0.01% of shares outstanding; change 0.01)
Holder of STAN.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 10344329 (value 21423105359; 0.00% of shares outstanding; change -0.04)
Holder of STAN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 10480308 (value 21054938772; 0.00% of shares outstanding; change 0.00)
Holder of STAN.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 26793449 (value 55489232879; 0.01% of shares outstanding; change -0.01)
Holder of STAN.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 9203030 (value 19666875110; 0.00% of shares outstanding; change -0.10)
Holder of STAN.L: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 7840311 (value 16754744607; 0.00% of shares outstanding; change 0.00)
Holder of STAN.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 30227933 (value 63569343099; 0.01% of shares outstanding; change -0.53)
Holder of STAN.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 9429722 (value 18944311498; 0.00% of shares outstanding; change -0.01)
Holder of STAN.L: New World Fund Inc
Shares held as of 2026-03-31: 9385434 (value 19437233814; 0.00% of shares outstanding; change -0.60)
Holder of STAN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 9473125 (value 19618841875; 0.00% of shares outstanding; change -0.10)
Holder of STAN.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 17472610 (value 37338967570; 0.01% of shares outstanding; change 0.01)
Holder of STAN.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-04-30: 8956222 (value 18548335762; 0.00% of shares outstanding; change -0.05)
Holder of STAN.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 11445307 (value 24458621059; 0.01% of shares outstanding; change 0.11)
Holder of STAN.L: New World Fund Inc
Shares held as of 2026-04-30: 8755807 (value 18413462121; 0.00% of shares outstanding; change -0.07)
Holder of STAN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 9830714 (value 21008235818; 0.00% of shares outstanding; change 0.04)
Holder of STAN.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 26418187 (value 56455665619; 0.01% of shares outstanding; change -0.01)
Holder of STAN.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 13671700 (value 28314090700; 0.01% of shares outstanding; change 0.00)
Holder of STAN.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 9096222 (value 19438626414; 0.00% of shares outstanding; change 0.02)
Holder of STAN.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 12789116 (value 27330340892; 0.01% of shares outstanding; change -0.06)
Holder of STAN.L: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 10095116 (value 21573262892; 0.00% of shares outstanding; change 1.00)
Holder of STAN.L: New World Fund Inc
Shares held as of 2026-06-30: 11060704 (value 23636724448; 0.01% of shares outstanding; change 0.26)
Holder of STBA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 411553 (value 18556924; 0.01% of shares outstanding; change 0.01)
Holder of STBA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 868623 (value 39166211; 0.02% of shares outstanding; change -0.04)
Holder of STBA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 559267 (value 25217349; 0.02% of shares outstanding; change -0.04)
Holder of STBA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1249515 (value 56340631; 0.03% of shares outstanding; change -0.01)
Holder of STBA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 502350 (value 24122847; 0.01% of shares outstanding; change -0.05)
Holder of STBA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 376206 (value 18065412; 0.01% of shares outstanding; change 0.01)
Holder of STBA: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 1177147 (value 60964444; 0.03% of shares outstanding; change 0.08)
Holder of STBA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 416824 (value 21587315; 0.01% of shares outstanding; change 0.01)
Holder of STBA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 862352 (value 44661210; 0.02% of shares outstanding; change -0.01)
Holder of STBA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 549316 (value 28449076; 0.02% of shares outstanding; change -0.02)
Holder of STBA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1185018 (value 61372083; 0.03% of shares outstanding; change -0.05)
Holder of STBA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 914409 (value 41230701; 0.03% of shares outstanding; change -0.03)
Holder of STBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 512627 (value 23642356; 0.01% of shares outstanding; change 0.00)
Holder of STBA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 502350 (value 26016706; 0.01% of shares outstanding; change 0.00)
Holder of STBA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 371211 (value 18096536; 0.01% of shares outstanding; change -0.01)
Holder of STBA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2265253 (value 106104450; 0.06% of shares outstanding; change 0.00)
Holder of STBA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 914409 (value 43909920; 0.03% of shares outstanding; change 0.00)
Holder of STBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 511577 (value 24565927; 0.01% of shares outstanding; change 0.00)
Holder of STBA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2265253 (value 117317454; 0.06% of shares outstanding; change 0.00)
Holder of STBA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 914409 (value 47357242; 0.03% of shares outstanding; change 0.00)
Holder of STBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 509776 (value 26401299; 0.01% of shares outstanding; change 0.00)
Holder of STBA: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 385887 (value 19985088; 0.01% of shares outstanding; change 0.42)
Holder of STC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 302638 (value 19665418; 0.01% of shares outstanding; change 0.01)
Holder of STC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 945293 (value 61425142; 0.03% of shares outstanding; change 0.07)
Holder of STC: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 364909 (value 23711788; 0.01% of shares outstanding; change -0.10)
Holder of STC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 864452 (value 58264066; 0.03% of shares outstanding; change 0.00)
Holder of STC: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 383596 (value 25854370; 0.01% of shares outstanding; change 0.00)
Holder of STC: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1050613 (value 68841418; 0.03% of shares outstanding; change -0.07)
Holder of STC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1444080 (value 103973760; 0.05% of shares outstanding; change -0.01)
Holder of STC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 858416 (value 57874405; 0.03% of shares outstanding; change 0.03)
Holder of STC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 337136 (value 22729708; 0.01% of shares outstanding; change 0.11)
Holder of STC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 959946 (value 64719557; 0.03% of shares outstanding; change 0.02)
Holder of STC: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2026-03-31: 389909 (value 26287664; 0.01% of shares outstanding; change 0.07)
Holder of STC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 734387 (value 47720469; 0.02% of shares outstanding; change 0.08)
Holder of STC: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 976313 (value 66838387; 0.03% of shares outstanding; change -0.07)
Holder of STC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 870349 (value 58678927; 0.03% of shares outstanding; change 0.01)
Holder of STC: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 383596 (value 25862041; 0.01% of shares outstanding; change 0.00)
Holder of STC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1842640 (value 122461852; 0.06% of shares outstanding; change 0.02)
Holder of STC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 705558 (value 47554610; 0.02% of shares outstanding; change -0.04)
Holder of STC: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 955076 (value 64391222; 0.03% of shares outstanding; change -0.02)
Holder of STC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1831851 (value 123503391; 0.06% of shares outstanding; change -0.01)
Holder of STC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 720469 (value 48574018; 0.02% of shares outstanding; change 0.02)
Holder of STC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1420277 (value 95755072; 0.05% of shares outstanding; change -0.02)
Holder of STC.TO: Allianz Varbl Insurance Prod. TRT-AZL DFA Intl Core Eqy. Fd.
Shares held as of 2025-12-31: 600 (value 3095; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-01-31: 3500 (value 18690; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 20967 (value 111963; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 3900 (value 20826; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 15903 (value 84922; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 5900 (value 31506; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Targeted Value PORT.
Shares held as of 2026-01-31: 2812 (value 15016; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 22700 (value 121218; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 15514 (value 82844; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 13900 (value 74226; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: Allianz Varbl Insurance Prod. TRT-AZL DFA Intl Core Eqy. Fd.
Shares held as of 2026-03-31: 600 (value 3509; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 3500 (value 20474; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 20967 (value 122656; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 15903 (value 93032; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 5900 (value 34514; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Targeted Value PORT.
Shares held as of 2026-04-30: 2812 (value 16450; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 19900 (value 116414; 0.00% of shares outstanding; change -0.12)
Holder of STC.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 15514 (value 90756; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: Dimensional ETF Trust-Dimensional International Vector Equity ETF
Shares held as of 2026-04-30: 100 (value 584; 0.00% of shares outstanding; change 0.00)
Holder of STC.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 13900 (value 81314; 0.00% of shares outstanding; change 0.00)
Holder of STCK.TO: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2025-12-31: 2500 (value 80074; 0.00% of shares outstanding; change 1.00)
Holder of STCK.TO: Gabelli Dividend & Income Trust
Shares held as of 2025-12-31: 5000 (value 160149; 0.00% of shares outstanding; change 1.00)
Holder of STCK.TO: Gabelli Equity Trust Inc
Shares held as of 2025-12-31: 20000 (value 640599; 0.00% of shares outstanding; change 1.00)
Holder of STCK.TO: Gabelli Dividend & Income Trust
Shares held as of 2026-03-31: 5000 (value 108249; 0.00% of shares outstanding; change 0.00)
Holder of STCK.TO: Gabelli Equity Trust Inc
Shares held as of 2026-03-31: 21700 (value 469804; 0.00% of shares outstanding; change 0.09)
Holder of STCK.TO: CALAMOS INVESTMENT TRT/IL-Calamos Intl Small Cap Growth Fd.
Shares held as of 2026-04-30: 6600 (value 121373; 0.00% of shares outstanding; change 1.00)
Holder of STCK.TO: Calamos Global Dynamic Income Fund
Shares held as of 2026-04-30: 7000 (value 128729; 0.00% of shares outstanding; change 1.00)
Holder of STCK.TO: Calamos Global Total Return Fund
Shares held as of 2026-04-30: 2400 (value 44135; 0.00% of shares outstanding; change 1.00)
Holder of STCK.TO: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-06-30: 26661 (value 490295; 0.00% of shares outstanding; change 1.00)
Holder of STD.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 10199048 (value 237535837; 0.00% of shares outstanding; change -0.01)
Holder of STD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 17297158 (value 402850825; 0.01% of shares outstanding; change 0.01)
Holder of STD.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 10344329 (value 240919431; 0.00% of shares outstanding; change -0.04)
Holder of STD.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 10480308 (value 244086382; 0.00% of shares outstanding; change 0.00)
Holder of STD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 26793449 (value 624019451; 0.01% of shares outstanding; change -0.01)
Holder of STD.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 9203030 (value 228879363; 0.00% of shares outstanding; change -0.10)
Holder of STD.DE: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 7840311 (value 194988541; 0.00% of shares outstanding; change 0.00)
Holder of STD.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 30227933 (value 751768719; 0.01% of shares outstanding; change -0.53)
Holder of STD.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 9429722 (value 219618234; 0.00% of shares outstanding; change -0.01)
Holder of STD.DE: New World Fund Inc
Shares held as of 2026-03-31: 9385434 (value 218586766; 0.00% of shares outstanding; change -0.60)
Holder of STD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 17472610 (value 434543825; 0.01% of shares outstanding; change 0.01)
Holder of STD.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 11445307 (value 284644794; 0.01% of shares outstanding; change 0.11)
Holder of STD.DE: New World Fund Inc
Shares held as of 2026-04-30: 8755807 (value 217756927; 0.00% of shares outstanding; change -0.07)
Holder of STD.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 9830714 (value 244489865; 0.00% of shares outstanding; change 0.04)
Holder of STD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 26418187 (value 657020332; 0.01% of shares outstanding; change -0.01)
Holder of STD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 13671700 (value 318413905; 0.01% of shares outstanding; change 0.00)
Holder of STD.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 9096222 (value 226223048; 0.00% of shares outstanding; change 0.02)
Holder of STD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 12789116 (value 318065325; 0.01% of shares outstanding; change -0.06)
Holder of STD.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 10095116 (value 251065543; 0.00% of shares outstanding; change 1.00)
Holder of STD.DE: New World Fund Inc
Shares held as of 2026-06-30: 11060704 (value 275079717; 0.01% of shares outstanding; change 0.26)
Holder of STE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2475567 (value 526627357; 0.03% of shares outstanding; change 0.02)
Holder of STE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3082309 (value 655699580; 0.03% of shares outstanding; change 0.00)
Holder of STE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 1012472 (value 204316852; 0.01% of shares outstanding; change 1.15)
Holder of STE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1252495 (value 266443255; 0.01% of shares outstanding; change 0.00)
Holder of STE: Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND
Shares held as of 2026-03-31: 1065500 (value 228091592; 0.01% of shares outstanding; change 0.00)
Holder of STE: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 994302 (value 212850236; 0.01% of shares outstanding; change 0.35)
Holder of STE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2493203 (value 533719984; 0.03% of shares outstanding; change 0.01)
Holder of STE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2118015 (value 453403486; 0.02% of shares outstanding; change -0.01)
Holder of STE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3109286 (value 665604876; 0.03% of shares outstanding; change 0.01)
Holder of STE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 907268 (value 183086685; 0.01% of shares outstanding; change 0.00)
Holder of STE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1256817 (value 253625674; 0.01% of shares outstanding; change 0.00)
Holder of STE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1176469 (value 248270251; 0.01% of shares outstanding; change 0.03)
Holder of STE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 1092821 (value 233940199; 0.01% of shares outstanding; change 0.08)
Holder of STE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1268542 (value 255991779; 0.01% of shares outstanding; change 0.01)
Holder of STE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1255072 (value 268673272; 0.01% of shares outstanding; change 0.00)
Holder of STE: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 994302 (value 200650146; 0.01% of shares outstanding; change 0.00)
Holder of STE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 919914 (value 196925996; 0.01% of shares outstanding; change 0.51)
Holder of STE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1187926 (value 256592016; 0.01% of shares outstanding; change 0.01)
Holder of STE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1292026 (value 276584015; 0.01% of shares outstanding; change 0.02)
Holder of STE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1185411 (value 253760941; 0.01% of shares outstanding; change 0.00)