speb/financial-data huggingface dataset:
Holder of UCTT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2755894 (value 255609168; 0.06% of shares outstanding; change -0.01)
Holder of UCTT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1066648 (value 98931602; 0.02% of shares outstanding; change 0.01)
Holder of UCTT: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 434555 (value 40304976; 0.01% of shares outstanding; change 0.03)
Holder of UCTT: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-06-30: 835471 (value 77489935; 0.02% of shares outstanding; change 1.00)
Holder of UCTT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 410829 (value 37972924; 0.01% of shares outstanding; change -0.02)
Holder of UCU.V: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 1351439 (value 4689493; 0.01% of shares outstanding; change 0.38)
Holder of UCU.V: -WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
Shares held as of 2026-06-30: 8709 (value 30220; 0.00% of shares outstanding; change 1.00)
Holder of UDR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7584162 (value 279855589; 0.02% of shares outstanding; change 0.02)
Holder of UDR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 4230083 (value 156090069; 0.01% of shares outstanding; change -0.04)
Holder of UDR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7499083 (value 276716174; 0.02% of shares outstanding; change -0.05)
Holder of UDR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10311848 (value 380507206; 0.03% of shares outstanding; change -0.01)
Holder of UDR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 11751127 (value 449598099; 0.04% of shares outstanding; change 0.01)
Holder of UDR: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 13935189 (value 533160307; 0.04% of shares outstanding; change 0.00)
Holder of UDR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3840702 (value 141721909; 0.01% of shares outstanding; change 0.00)
Holder of UDR: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 5397101 (value 214426820; 0.02% of shares outstanding; change 1.00)
Holder of UDR: Investment Co of America
Shares held as of 2026-03-31: 5397101 (value 214588726; 0.02% of shares outstanding; change 1.00)
Holder of UDR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7641271 (value 302517920; 0.02% of shares outstanding; change 0.01)
Holder of UDR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4239238 (value 167831433; 0.01% of shares outstanding; change 0.00)
Holder of UDR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7576349 (value 299947658; 0.02% of shares outstanding; change 0.01)
Holder of UDR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10409317 (value 412104861; 0.03% of shares outstanding; change 0.01)
Holder of UDR: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 13935189 (value 553645052; 0.04% of shares outstanding; change 0.00)
Holder of UDR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3853955 (value 147452311; 0.01% of shares outstanding; change 0.00)
Holder of UDR: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 4680727 (value 180722872; 0.01% of shares outstanding; change -0.03)
Holder of UDR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 11656233 (value 461470266; 0.04% of shares outstanding; change -0.01)
Holder of UDR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3891562 (value 148891155; 0.01% of shares outstanding; change 0.01)
Holder of UDR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3848622 (value 152366945; 0.01% of shares outstanding; change 0.00)
Holder of UDR: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 4662900 (value 185396896; 0.01% of shares outstanding; change 0.00)
Holder of UDR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3964074 (value 156937690; 0.01% of shares outstanding; change 0.02)
Holder of UDR: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 13935189 (value 551694134; 0.04% of shares outstanding; change 0.00)
Holder of UDR: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 4629214 (value 183270582; 0.01% of shares outstanding; change -0.01)
Holder of UDR: Investment Co of America
Shares held as of 2026-06-30: 5397101 (value 213671229; 0.02% of shares outstanding; change 0.00)
Holder of UE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1362044 (value 30564268; 0.01% of shares outstanding; change 0.01)
Holder of UE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2852322 (value 64006107; 0.02% of shares outstanding; change -0.04)
Holder of UE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1841445 (value 41322026; 0.01% of shares outstanding; change -0.04)
Holder of UE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3991135 (value 89561071; 0.03% of shares outstanding; change 0.01)
Holder of UE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4696774 (value 107603091; 0.04% of shares outstanding; change 0.01)
Holder of UE: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-03-31: 2452208 (value 55027548; 0.02% of shares outstanding; change -0.02)
Holder of UE: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-03-31: 1829479 (value 41053509; 0.01% of shares outstanding; change 0.00)
Holder of UE: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 1986372 (value 46381786; 0.02% of shares outstanding; change 1.52)
Holder of UE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1402896 (value 32757622; 0.01% of shares outstanding; change 0.03)
Holder of UE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2907481 (value 67889682; 0.02% of shares outstanding; change 0.02)
Holder of UE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1849358 (value 43182510; 0.01% of shares outstanding; change 0.00)
Holder of UE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4052125 (value 94617120; 0.03% of shares outstanding; change 0.02)
Holder of UE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3158067 (value 70867025; 0.03% of shares outstanding; change 0.00)
Holder of UE: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-04-30: 2202208 (value 50452584; 0.02% of shares outstanding; change -0.10)
Holder of UE: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-04-30: 1829479 (value 41913363; 0.01% of shares outstanding; change 0.00)
Holder of UE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4672680 (value 109107079; 0.04% of shares outstanding; change -0.01)
Holder of UE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7677667 (value 170981647; 0.06% of shares outstanding; change 0.02)
Holder of UE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3034579 (value 69522204; 0.02% of shares outstanding; change -0.04)
Holder of UE: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-05-31: 2112208 (value 49320057; 0.02% of shares outstanding; change -0.04)
Holder of UE: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-05-31: 1829479 (value 42718335; 0.01% of shares outstanding; change 0.00)
Holder of UE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7634614 (value 178268239; 0.06% of shares outstanding; change -0.01)
Holder of UE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3074915 (value 71799266; 0.02% of shares outstanding; change 0.01)
Holder of UEC: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 10099025 (value 127348701; 0.02% of shares outstanding; change -0.08)
Holder of UEC: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 16626983 (value 228953563; 0.03% of shares outstanding; change 0.72)
Holder of UEC: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2025-12-31: 6653664 (value 91620956; 0.01% of shares outstanding; change 0.19)
Holder of UEC: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 7675453 (value 96787459; 0.02% of shares outstanding; change 0.11)
Holder of UEC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 10967653 (value 151024586; 0.02% of shares outstanding; change 1.08)
Holder of UEC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15228501 (value 209696465; 0.03% of shares outstanding; change 0.08)
Holder of UEC: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 8710844 (value 82840128; 0.02% of shares outstanding; change -0.14)
Holder of UEC: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 7785069 (value 74036007; 0.02% of shares outstanding; change -0.53)
Holder of UEC: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2026-03-31: 9833064 (value 93512440; 0.02% of shares outstanding; change 0.48)
Holder of UEC: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 11278157 (value 107255275; 0.02% of shares outstanding; change 0.47)
Holder of UEC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 11145377 (value 105992537; 0.02% of shares outstanding; change 0.02)
Holder of UEC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15366724 (value 146137548; 0.03% of shares outstanding; change 0.01)
Holder of UEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 11664328 (value 160617801; 0.02% of shares outstanding; change 0.00)
Holder of UEC: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 30267989 (value 381679330; 0.06% of shares outstanding; change 0.02)
Holder of UEC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 15508722 (value 195564979; 0.03% of shares outstanding; change 0.10)
Holder of UEC: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 15814289 (value 199418178; 0.03% of shares outstanding; change 0.03)
Holder of UEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 11234684 (value 127345143; 0.02% of shares outstanding; change -0.04)
Holder of UEC: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 30038817 (value 278760213; 0.06% of shares outstanding; change -0.01)
Holder of UEC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 14671559 (value 154491512; 0.03% of shares outstanding; change -0.05)
Holder of UEC: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 16283558 (value 171465861; 0.03% of shares outstanding; change 0.03)
Holder of UEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 11426071 (value 108661937; 0.02% of shares outstanding; change 0.02)
Holder of UEC: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 29752008 (value 282941602; 0.06% of shares outstanding; change -0.01)
Holder of UEC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 19532452 (value 185753622; 0.04% of shares outstanding; change 0.33)
Holder of UEC: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 19699167 (value 187339082; 0.04% of shares outstanding; change 0.21)
Holder of UEIC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 66142 (value 261260; 0.01% of shares outstanding; change 0.10)
Holder of UEIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 124281 (value 517008; 0.01% of shares outstanding; change 0.00)
Holder of UEIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 369409 (value 1536741; 0.03% of shares outstanding; change 0.00)
Holder of UEIC: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 626665 (value 2613193; 0.05% of shares outstanding; change 0.03)
Holder of UEIC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 77949 (value 325047; 0.01% of shares outstanding; change 0.00)
Holder of UEIC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 58812 (value 245246; 0.00% of shares outstanding; change -0.11)
Holder of UEIC: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 217747 (value 908005; 0.02% of shares outstanding; change 0.40)
Holder of UEIC: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 129529 (value 586118; 0.01% of shares outstanding; change -0.03)
Holder of UEIC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 69266 (value 313428; 0.01% of shares outstanding; change 0.05)
Holder of UEIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 124281 (value 562371; 0.01% of shares outstanding; change 0.00)
Holder of UEIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 369409 (value 1671575; 0.03% of shares outstanding; change 0.00)
Holder of UEIC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 210159 (value 830128; 0.02% of shares outstanding; change 0.00)
Holder of UEIC: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 650465 (value 2943354; 0.05% of shares outstanding; change 0.04)
Holder of UEIC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 59585 (value 269622; 0.00% of shares outstanding; change 0.50)
Holder of UEIC: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 104556 (value 473115; 0.01% of shares outstanding; change -0.52)
Holder of UEIC: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 137160 (value 541782; 0.01% of shares outstanding; change 0.00)
Holder of UEIC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 210159 (value 876363; 0.02% of shares outstanding; change 0.00)
Holder of UEIC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 58251 (value 263585; 0.00% of shares outstanding; change 0.00)
Holder of UEIC: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 137160 (value 639165; 0.01% of shares outstanding; change 0.00)
Holder of UEIC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 210159 (value 950969; 0.02% of shares outstanding; change 0.00)
Holder of UEIC: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 150960 (value 683094; 0.01% of shares outstanding; change 0.10)
Holder of UEN.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1222353 (value 6803616; 0.01% of shares outstanding; change -0.01)
Holder of UEN.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 886473 (value 4934108; 0.01% of shares outstanding; change 0.03)
Holder of UEN.DE: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 533411 (value 2968965; 0.00% of shares outstanding; change 0.00)
Holder of UEN.DE: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 576221 (value 3207246; 0.00% of shares outstanding; change -0.04)
Holder of UEN.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 342186 (value 1904607; 0.00% of shares outstanding; change 0.01)
Holder of UEN.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1380705 (value 7685004; 0.01% of shares outstanding; change 0.02)
Holder of UEN.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 938611 (value 4560711; 0.01% of shares outstanding; change -0.23)
Holder of UEN.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 932807 (value 4532509; 0.01% of shares outstanding; change 0.05)
Holder of UEN.DE: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 887200 (value 4938155; 0.01% of shares outstanding; change 0.13)
Holder of UEN.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1976715 (value 11002395; 0.01% of shares outstanding; change 0.01)
Holder of UEN.DE: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 406607 (value 1975703; 0.00% of shares outstanding; change -0.24)
Holder of UEN.DE: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-04-30: 449812 (value 2185636; 0.00% of shares outstanding; change -0.22)
Holder of UEN.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 387984 (value 1885214; 0.00% of shares outstanding; change 0.13)
Holder of UEN.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1414414 (value 6872637; 0.01% of shares outstanding; change 0.02)
Holder of UEN.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 781354 (value 4349016; 0.01% of shares outstanding; change 0.01)
Holder of UEN.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 366114 (value 2037790; 0.00% of shares outstanding; change 0.00)
Holder of UEN.DE: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 1024822 (value 5589379; 0.01% of shares outstanding; change 0.16)
Holder of UEN.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 787789 (value 3827866; 0.01% of shares outstanding; change 0.01)
Holder of UEN.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 383388 (value 1862882; 0.00% of shares outstanding; change 0.05)
Holder of UEN.DE: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 1037266 (value 5040075; 0.01% of shares outstanding; change 0.01)
Holder of UEN.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 2022094 (value 9825355; 0.01% of shares outstanding; change 0.01)
Holder of UEO.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 1739573 (value 116968884; 0.01% of shares outstanding; change 1.00)
Holder of UEO.DE: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 813512 (value 54700545; 0.01% of shares outstanding; change 0.12)
Holder of UEO.DE: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1279912 (value 86061280; 0.01% of shares outstanding; change 0.05)
Holder of UEO.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 372614 (value 25054564; 0.00% of shares outstanding; change 0.04)
Holder of UEO.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 737369 (value 49580689; 0.01% of shares outstanding; change -0.15)
Holder of UEO.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 469530 (value 31571196; 0.00% of shares outstanding; change -0.17)
Holder of UEO.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1018878 (value 68509354; 0.01% of shares outstanding; change -0.17)
Holder of UEO.DE: Income Fund of America
Shares held as of 2026-04-30: 2457130 (value 165217415; 0.02% of shares outstanding; change 0.00)
Holder of UEO.DE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 939919 (value 64046080; 0.01% of shares outstanding; change 0.02)
Holder of UEO.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1131371 (value 76073383; 0.01% of shares outstanding; change 0.01)
Holder of UEO.DE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 977579 (value 65732409; 0.01% of shares outstanding; change 0.04)
Holder of UFCS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 237998 (value 10550451; 0.01% of shares outstanding; change 0.04)
Holder of UFCS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 560321 (value 24839030; 0.02% of shares outstanding; change 0.01)
Holder of UFCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 303680 (value 15256883; 0.01% of shares outstanding; change 0.00)
Holder of UFCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 175139 (value 8798983; 0.01% of shares outstanding; change 0.00)
Holder of UFCS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 205662 (value 10332459; 0.01% of shares outstanding; change 0.01)
Holder of UFCS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 242580 (value 12451631; 0.01% of shares outstanding; change 0.02)
Holder of UFCS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 700121 (value 35937212; 0.03% of shares outstanding; change 0.25)
Holder of UFCS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 530040 (value 23496674; 0.02% of shares outstanding; change 0.02)
Holder of UFCS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 182919 (value 8108799; 0.01% of shares outstanding; change -0.01)
Holder of UFCS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 496146 (value 22445645; 0.02% of shares outstanding; change 0.11)
Holder of UFCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 316007 (value 16220639; 0.01% of shares outstanding; change 0.04)
Holder of UFCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 175139 (value 8947851; 0.01% of shares outstanding; change 0.00)
Holder of UFCS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 208154 (value 10684545; 0.01% of shares outstanding; change 0.01)
Holder of UFCS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 201752 (value 9742604; 0.01% of shares outstanding; change 0.00)
Holder of UFCS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1339694 (value 64693824; 0.05% of shares outstanding; change 0.02)
Holder of UFCS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 509383 (value 25591402; 0.02% of shares outstanding; change -0.04)
Holder of UFCS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 184172 (value 9252801; 0.01% of shares outstanding; change 0.01)
Holder of UFCS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 533933 (value 26824794; 0.02% of shares outstanding; change 0.08)
Holder of UFCS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 203572 (value 10520601; 0.01% of shares outstanding; change 0.01)
Holder of UFCS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1329750 (value 68256069; 0.05% of shares outstanding; change -0.01)
Holder of UFCS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 514206 (value 26394194; 0.02% of shares outstanding; change 0.01)
Holder of UFCS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 185734 (value 9533726; 0.01% of shares outstanding; change 0.01)
Holder of UFCS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 577672 (value 29651904; 0.02% of shares outstanding; change 0.08)
Holder of UFCS: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-06-30: 182571 (value 9371369; 0.01% of shares outstanding; change 0.11)
Holder of UFCS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 201302 (value 10332832; 0.01% of shares outstanding; change -0.01)
Holder of UFH.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 3391498 (value 288277330; 0.02% of shares outstanding; change 0.12)
Holder of UFH.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5015934 (value 426354390; 0.02% of shares outstanding; change -0.40)
Holder of UFH.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 2718700 (value 231089500; 0.01% of shares outstanding; change 0.00)
Holder of UFH.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5085254 (value 432246590; 0.02% of shares outstanding; change 0.01)
Holder of UFH.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3238235 (value 275249975; 0.01% of shares outstanding; change -0.01)
Holder of UFH.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6999484 (value 594956140; 0.03% of shares outstanding; change 0.00)
Holder of UFH.DE: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 4030000 (value 342550000; 0.02% of shares outstanding; change 0.35)
Holder of UFH.DE: John Hancock Funds III-Disciplined Value Fund
Shares held as of 2026-05-31: 4017775 (value 341510875; 0.02% of shares outstanding; change 0.06)
Holder of UFH.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 4228981 (value 359463385; 0.02% of shares outstanding; change 0.00)
Holder of UFH.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 7481728 (value 635946880; 0.03% of shares outstanding; change 0.00)
Holder of UFI: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2025-12-31: 368700 (value 1463739; 0.02% of shares outstanding; change 0.01)
Holder of UFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 166719 (value 661874; 0.01% of shares outstanding; change 0.00)
Holder of UFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 471568 (value 1872124; 0.03% of shares outstanding; change 0.00)
Holder of UFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 56640 (value 256579; 0.00% of shares outstanding; change 0.00)
Holder of UFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 80913 (value 366535; 0.00% of shares outstanding; change 0.24)
Holder of UFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 79944 (value 362146; 0.00% of shares outstanding; change -0.41)
Holder of UFI: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 59692 (value 270404; 0.00% of shares outstanding; change 0.12)
Holder of UFI: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 75578 (value 342368; 0.00% of shares outstanding; change -0.15)
Holder of UFI: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 178374 (value 808034; 0.01% of shares outstanding; change -0.12)
Holder of UFI: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2026-03-31: 389376 (value 2449175; 0.02% of shares outstanding; change 0.06)
Holder of UFI: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 38558 (value 242529; 0.00% of shares outstanding; change 0.00)
Holder of UFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 96431 (value 397295; 0.01% of shares outstanding; change 0.18)
Holder of UFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 166719 (value 1048662; 0.01% of shares outstanding; change 0.00)
Holder of UFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 471568 (value 2966162; 0.03% of shares outstanding; change 0.00)
Holder of UFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 55603 (value 349742; 0.00% of shares outstanding; change -0.02)
Holder of UFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 83877 (value 527586; 0.00% of shares outstanding; change 0.04)
Holder of UFI: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 64792 (value 407541; 0.00% of shares outstanding; change 0.09)
Holder of UFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 96080 (value 435242; 0.01% of shares outstanding; change 0.00)
Holder of UFI: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 164698 (value 1035950; 0.01% of shares outstanding; change -0.08)
Holder of UFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 96080 (value 604343; 0.01% of shares outstanding; change 0.00)
Holder of UFI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 40025 (value 251757; 0.00% of shares outstanding; change 0.09)
Holder of UFPI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 628219 (value 50885739; 0.01% of shares outstanding; change 0.00)
Holder of UFPI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1322480 (value 107120880; 0.02% of shares outstanding; change 0.00)
Holder of UFPI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 852406 (value 69044886; 0.02% of shares outstanding; change 0.01)
Holder of UFPI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1814232 (value 146952792; 0.03% of shares outstanding; change 0.04)
Holder of UFPI: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 622745 (value 50442345; 0.01% of shares outstanding; change -0.11)
Holder of UFPI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 712114 (value 57723959; 0.01% of shares outstanding; change -0.04)
Holder of UFPI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 1229321 (value 99648757; 0.02% of shares outstanding; change -0.08)
Holder of UFPI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 650213 (value 57179732; 0.01% of shares outstanding; change 0.04)
Holder of UFPI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1305183 (value 114777796; 0.02% of shares outstanding; change -0.01)
Holder of UFPI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 830974 (value 73075855; 0.01% of shares outstanding; change -0.03)
Holder of UFPI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1790933 (value 157494652; 0.03% of shares outstanding; change -0.01)
Holder of UFPI: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 586745 (value 49298312; 0.01% of shares outstanding; change -0.06)
Holder of UFPI: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 602661 (value 52998009; 0.01% of shares outstanding; change 0.28)
Holder of UFPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1423583 (value 115310223; 0.03% of shares outstanding; change 0.01)
Holder of UFPI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 699414 (value 59324295; 0.01% of shares outstanding; change -0.02)
Holder of UFPI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 1229321 (value 103287546; 0.02% of shares outstanding; change 0.00)
Holder of UFPI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1967783 (value 170370655; 0.03% of shares outstanding; change 0.02)
Holder of UFPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1367968 (value 114936666; 0.02% of shares outstanding; change -0.04)
Holder of UFPI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 764214 (value 67204981; 0.01% of shares outstanding; change 0.09)
Holder of UFPI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 645800 (value 56791653; 0.01% of shares outstanding; change 0.29)
Holder of UFPI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 1229321 (value 108106491; 0.02% of shares outstanding; change 0.00)
Holder of UFPI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1976349 (value 173800135; 0.04% of shares outstanding; change 0.00)
Holder of UFPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1392412 (value 122448714; 0.02% of shares outstanding; change 0.02)
Holder of UFPT: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 128817 (value 28352622; 0.02% of shares outstanding; change 0.00)
Holder of UFPT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 230406 (value 50712362; 0.03% of shares outstanding; change 0.00)
Holder of UFPT: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 132882 (value 31158170; 0.02% of shares outstanding; change 1.00)
Holder of UFPT: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 99900 (value 22648329; 0.01% of shares outstanding; change 0.19)
Holder of UFPT: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 180848 (value 43774258; 0.02% of shares outstanding; change -0.05)
Holder of UFPT: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 161117 (value 38216951; 0.02% of shares outstanding; change 0.25)
Holder of UFPT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 232478 (value 55143780; 0.03% of shares outstanding; change 0.01)
Holder of UFPT: WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund
Shares held as of 2026-03-31: 153129 (value 36322198; 0.02% of shares outstanding; change 0.07)
Holder of UFPT: WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund
Shares held as of 2026-03-31: 143179 (value 33962058; 0.02% of shares outstanding; change 0.03)
Holder of UFPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 183807 (value 40455921; 0.02% of shares outstanding; change 0.01)
Holder of UFPT: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 107000 (value 25349370; 0.01% of shares outstanding; change 0.07)
Holder of UFPT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 215000 (value 48742651; 0.03% of shares outstanding; change 0.02)
Holder of UFPT: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 132461 (value 31419748; 0.02% of shares outstanding; change 0.00)
Holder of UFPT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 470287 (value 112530272; 0.06% of shares outstanding; change 0.02)
Holder of UFPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 176543 (value 41395801; 0.02% of shares outstanding; change -0.04)
Holder of UFPT: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 107200 (value 25427839; 0.01% of shares outstanding; change 0.00)
Holder of UFPT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 215000 (value 50935650; 0.03% of shares outstanding; change 0.00)
Holder of UFPT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 467847 (value 110973306; 0.06% of shares outstanding; change -0.01)
Holder of UFPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 179371 (value 42546800; 0.02% of shares outstanding; change 0.02)
Holder of UFPT: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 306278 (value 72649140; 0.04% of shares outstanding; change 0.69)
Holder of UFPT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 215000 (value 50997999; 0.03% of shares outstanding; change 0.00)
Holder of UG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 36009 (value 249542; 0.01% of shares outstanding; change 0.00)
Holder of UG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 90264 (value 625529; 0.02% of shares outstanding; change 0.00)
Holder of UG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 32274 (value 232372; 0.01% of shares outstanding; change 0.00)
Holder of UG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 8416 (value 60595; 0.00% of shares outstanding; change 0.00)
Holder of UG: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 10372 (value 74678; 0.00% of shares outstanding; change 0.00)
Holder of UG: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 13466 (value 102610; 0.00% of shares outstanding; change 0.00)
Holder of UG: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 156888 (value 1195486; 0.03% of shares outstanding; change 0.01)
Holder of UG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 18137 (value 124963; 0.00% of shares outstanding; change 0.00)
Holder of UG: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 38000 (value 273599; 0.01% of shares outstanding; change 0.00)
Holder of UG: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 53761 (value 387079; 0.01% of shares outstanding; change 0.00)
Holder of UG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 36009 (value 274388; 0.01% of shares outstanding; change 0.00)
Holder of UG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 90264 (value 687811; 0.02% of shares outstanding; change 0.00)
Holder of UG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 32274 (value 245927; 0.01% of shares outstanding; change 0.00)
Holder of UG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 8416 (value 64129; 0.00% of shares outstanding; change 0.00)
Holder of UG: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 10372 (value 79034; 0.00% of shares outstanding; change 0.00)
Holder of UG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 18071 (value 130111; 0.00% of shares outstanding; change 0.00)
Holder of UG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 18071 (value 137701; 0.00% of shares outstanding; change 0.00)
Holder of UG: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 38000 (value 289559; 0.01% of shares outstanding; change 0.00)
Holder of UG: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 53761 (value 409658; 0.01% of shares outstanding; change 0.00)
Holder of UG9.DE: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 190117 (value 123576050; 0.02% of shares outstanding; change -0.10)
Holder of UG9.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 76630 (value 49809500; 0.01% of shares outstanding; change 0.75)
Holder of UG9.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 87131 (value 56635150; 0.01% of shares outstanding; change 0.04)
Holder of UG9.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 102957 (value 66922050; 0.01% of shares outstanding; change 0.01)
Holder of UG9.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 184179 (value 119716350; 0.02% of shares outstanding; change 0.02)
Holder of UG9.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 253807 (value 164974550; 0.03% of shares outstanding; change 0.01)
Holder of UG9.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 194481 (value 126412650; 0.02% of shares outstanding; change 0.00)
Holder of UG9.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 264602 (value 171991300; 0.03% of shares outstanding; change 0.00)
Holder of UG9.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 146421 (value 95173650; 0.02% of shares outstanding; change 0.00)
Holder of UG9.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 58738 (value 38179700; 0.01% of shares outstanding; change 0.01)
Holder of UGI: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 4552243 (value 158964317; 0.02% of shares outstanding; change -0.15)
Holder of UGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2312912 (value 80766882; 0.01% of shares outstanding; change 0.01)
Holder of UGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4868513 (value 170008465; 0.02% of shares outstanding; change -0.04)
Holder of UGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3138840 (value 109608287; 0.01% of shares outstanding; change -0.04)
Holder of UGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6748475 (value 235656734; 0.03% of shares outstanding; change 0.00)
Holder of UGI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1915644 (value 66894284; 0.01% of shares outstanding; change 0.08)
Holder of UGI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 2696176 (value 98733962; 0.01% of shares outstanding; change 0.00)
Holder of UGI: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 4357443 (value 162663355; 0.02% of shares outstanding; change -0.04)
Holder of UGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2395453 (value 89422264; 0.01% of shares outstanding; change 0.04)
Holder of UGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4949174 (value 184752674; 0.02% of shares outstanding; change 0.02)
Holder of UGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3151528 (value 117646546; 0.01% of shares outstanding; change 0.00)
Holder of UGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6819540 (value 254573440; 0.03% of shares outstanding; change 0.01)
Holder of UGI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1997544 (value 69354730; 0.01% of shares outstanding; change 0.04)
Holder of UGI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1623836 (value 56347110; 0.01% of shares outstanding; change 0.00)
Holder of UGI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 7245862 (value 244982604; 0.03% of shares outstanding; change 0.02)
Holder of UGI: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 4456166 (value 154718088; 0.02% of shares outstanding; change 0.00)
Holder of UGI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1997544 (value 74568321; 0.01% of shares outstanding; change 0.00)
Holder of UGI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1607979 (value 57629967; 0.01% of shares outstanding; change -0.01)
Holder of UGI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 7281366 (value 271813406; 0.03% of shares outstanding; change 0.00)
Holder of UGI: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 4414910 (value 164808598; 0.02% of shares outstanding; change -0.01)
Holder of UGI: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 1708872 (value 63792194; 0.01% of shares outstanding; change 0.09)
Holder of UGI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 2866509 (value 107006786; 0.01% of shares outstanding; change 0.06)
Holder of UGI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1649571 (value 60407288; 0.01% of shares outstanding; change 0.03)
Holder of UGP: -HSBC MSCI Emerging Markets UCITS ETF
Shares held as of 2025-05-31: 232561 (value 1106990; 0.00% of shares outstanding; change 1.00)
Holder of UGP: Cantor Fitzgerald Infrastructure Fund
Shares held as of 2025-12-31: 399500 (value 2069409; 0.00% of shares outstanding; change 0.00)
Holder of UGP: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 81882 (value 404087; 0.00% of shares outstanding; change 0.51)
Holder of UGP: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 180861 (value 892549; 0.00% of shares outstanding; change 0.00)
Holder of UGP: -HSBC Emerging Market Screened Equity UCITS ETF
Shares held as of 2026-02-28: 80015 (value 394874; 0.00% of shares outstanding; change 0.00)
Holder of UGP: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 99135 (value 637438; 0.00% of shares outstanding; change 0.02)
Holder of UGP: American Century ETF Trust-Avantis Emerging Markets Equity Fund
Shares held as of 2026-03-31: 142929 (value 919033; 0.00% of shares outstanding; change 0.00)
Holder of UGP: Cantor Fitzgerald Infrastructure Fund
Shares held as of 2026-03-31: 399500 (value 2568784; 0.00% of shares outstanding; change 0.00)
Holder of UGP: American Century ETF TRT-Avantis Emerging Markets ex-China Eqy. ETF
Shares held as of 2026-04-30: 79292 (value 410732; 0.00% of shares outstanding; change 0.04)
Holder of UGP: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 3630703 (value 17282147; 0.00% of shares outstanding; change 0.04)
Holder of UGP: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 88759 (value 570720; 0.00% of shares outstanding; change 6.07)
Holder of UGP: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-04-30: 82682 (value 531645; 0.00% of shares outstanding; change 0.01)