speb/financial-data huggingface dataset:
Holder of WYNN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1769482 (value 179106970; 0.02% of shares outstanding; change -0.04)
Holder of WYNN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2459412 (value 248941685; 0.02% of shares outstanding; change 0.00)
Holder of WYNN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Large Cap Value Fund
Shares held as of 2026-02-28: 1131544 (value 109669242; 0.01% of shares outstanding; change 0.46)
Holder of WYNN: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 2644227 (value 256278475; 0.03% of shares outstanding; change -0.33)
Holder of WYNN: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1616678 (value 163640149; 0.02% of shares outstanding; change 22.49)
Holder of WYNN: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2759604 (value 275325681; 0.03% of shares outstanding; change 0.10)
Holder of WYNN: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1235238 (value 119719264; 0.01% of shares outstanding; change 0.31)
Holder of WYNN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2144480 (value 207842997; 0.02% of shares outstanding; change 0.01)
Holder of WYNN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1798051 (value 174267099; 0.02% of shares outstanding; change 0.02)
Holder of WYNN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2480148 (value 240375939; 0.02% of shares outstanding; change 0.01)
Holder of WYNN: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 1626120 (value 171604441; 0.02% of shares outstanding; change 0.01)
Holder of WYNN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1686979 (value 176846011; 0.02% of shares outstanding; change -0.03)
Holder of WYNN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1093115 (value 115356424; 0.01% of shares outstanding; change 0.00)
Holder of WYNN: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 1663120 (value 161189587; 0.02% of shares outstanding; change 0.02)
Holder of WYNN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1678343 (value 162195066; 0.02% of shares outstanding; change -0.01)
Holder of WYNN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1113303 (value 107901324; 0.01% of shares outstanding; change 0.02)
Holder of WYNN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1729072 (value 167581655; 0.02% of shares outstanding; change 0.03)
Holder of WYNN: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3212264 (value 311332620; 0.03% of shares outstanding; change 0.16)
Holder of WYR.DE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Large Cap Value Fund
Shares held as of 2026-02-28: 1131544 (value 97516462; 0.01% of shares outstanding; change 0.46)
Holder of WYR.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 2644227 (value 227879483; 0.03% of shares outstanding; change -0.33)
Holder of WYR.DE: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1616678 (value 148734376; 0.02% of shares outstanding; change 22.49)
Holder of WYR.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2759604 (value 253883568; 0.03% of shares outstanding; change 0.10)
Holder of WYR.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1235238 (value 106452811; 0.01% of shares outstanding; change 0.31)
Holder of WYR.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2144480 (value 184811287; 0.02% of shares outstanding; change 0.01)
Holder of WYR.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1798051 (value 154956035; 0.02% of shares outstanding; change 0.02)
Holder of WYR.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2480148 (value 213739155; 0.02% of shares outstanding; change 0.01)
Holder of WYR.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1686979 (value 155202068; 0.02% of shares outstanding; change -0.03)
Holder of WYR.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1093115 (value 100566580; 0.01% of shares outstanding; change 0.00)
Holder of WYR.DE: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 1663120 (value 143327682; 0.02% of shares outstanding; change 0.02)
Holder of WYR.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1678343 (value 145260591; 0.02% of shares outstanding; change -0.01)
Holder of WYR.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1113303 (value 95944452; 0.01% of shares outstanding; change 0.02)
Holder of WYR.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1729072 (value 149011425; 0.02% of shares outstanding; change 0.03)
Holder of WYR.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3212264 (value 276832912; 0.03% of shares outstanding; change 0.16)
Holder of WYY: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 28482 (value 320992; 0.00% of shares outstanding; change 0.00)
Holder of WYY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 78114 (value 881907; 0.01% of shares outstanding; change 0.11)
Holder of WYY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 259060 (value 2924787; 0.03% of shares outstanding; change 0.00)
Holder of WYY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 25315 (value 343271; 0.00% of shares outstanding; change 0.36)
Holder of WYY: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 13878 (value 188185; 0.00% of shares outstanding; change 0.32)
Holder of WYY: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 14458 (value 151519; 0.00% of shares outstanding; change 0.00)
Holder of WYY: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 28482 (value 298491; 0.00% of shares outstanding; change 0.00)
Holder of WYY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 50377 (value 567748; 0.01% of shares outstanding; change 0.12)
Holder of WYY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12617 (value 142193; 0.00% of shares outstanding; change 0.10)
Holder of WYY: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 14118 (value 159109; 0.00% of shares outstanding; change 0.00)
Holder of WYY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 89746 (value 940538; 0.01% of shares outstanding; change 0.15)
Holder of WYY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 259060 (value 2714948; 0.03% of shares outstanding; change 0.00)
Holder of WYY: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 20091 (value 226425; 0.00% of shares outstanding; change -0.12)
Holder of WYY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 25315 (value 265301; 0.00% of shares outstanding; change 0.00)
Holder of WYY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 50194 (value 680630; 0.01% of shares outstanding; change 0.00)
Holder of WYY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12617 (value 171086; 0.00% of shares outstanding; change 0.00)
Holder of WYY: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 14118 (value 191440; 0.00% of shares outstanding; change 0.00)
Holder of WYY: Nationwide Mutual Funds-Nationwide Bailard Small Cap Value Fund
Shares held as of 2026-04-30: 37815 (value 396301; 0.00% of shares outstanding; change 1.00)
Holder of WYY: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 22757 (value 308584; 0.00% of shares outstanding; change 0.13)
Holder of WYY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 43585 (value 456770; 0.00% of shares outstanding; change -0.13)
Holder of WYY: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 14118 (value 147956; 0.00% of shares outstanding; change 0.00)
Holder of WYY: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 22459 (value 235370; 0.00% of shares outstanding; change -0.01)
Holder of WYY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 19194 (value 201153; 0.00% of shares outstanding; change 1.00)
Holder of X.TO: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2025-12-31: 1770603 (value 90707990; 0.01% of shares outstanding; change 0.06)
Holder of X.TO: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1087102 (value 55692234; 0.00% of shares outstanding; change -0.24)
Holder of X.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2600431 (value 133220078; 0.01% of shares outstanding; change 0.02)
Holder of X.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-01-31: 1537676 (value 78775140; 0.01% of shares outstanding; change 0.02)
Holder of X.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4039183 (value 191618835; 0.01% of shares outstanding; change 0.01)
Holder of X.TO: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2026-03-31: 2135660 (value 106633504; 0.01% of shares outstanding; change 0.21)
Holder of X.TO: Fidelity Central Investment PORT.s LLC-Fidelity Intl Eqy. Central Fd.
Shares held as of 2026-03-31: 1271600 (value 63490988; 0.00% of shares outstanding; change 1.20)
Holder of X.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1252975 (value 64189908; 0.00% of shares outstanding; change 0.03)
Holder of X.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 3862048 (value 197852717; 0.01% of shares outstanding; change -0.05)
Holder of X.TO: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 1151803 (value 57509524; 0.00% of shares outstanding; change 0.00)
Holder of X.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 5415199 (value 262095639; 0.02% of shares outstanding; change 0.00)
Holder of X.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-03-31: 1703459 (value 80812092; 0.01% of shares outstanding; change 0.11)
Holder of X.TO: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2002440 (value 99981829; 0.01% of shares outstanding; change 0.84)
Holder of X.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2668572 (value 133241800; 0.01% of shares outstanding; change 0.03)
Holder of X.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1310067 (value 62149576; 0.00% of shares outstanding; change 0.05)
Holder of X.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 3852548 (value 182764871; 0.01% of shares outstanding; change 0.00)
Holder of X.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-04-30: 1735779 (value 86667445; 0.01% of shares outstanding; change 0.02)
Holder of X.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4040014 (value 201717900; 0.01% of shares outstanding; change 0.00)
Holder of X.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1340405 (value 66926422; 0.00% of shares outstanding; change 0.02)
Holder of X.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 3992450 (value 199343029; 0.01% of shares outstanding; change 0.04)
Holder of X.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 5415199 (value 270380887; 0.02% of shares outstanding; change 0.00)
Holder of X06.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 3016743 (value 94122383; 0.02% of shares outstanding; change 1.00)
Holder of X06.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1623079 (value 50640066; 0.01% of shares outstanding; change 1.00)
Holder of X06.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3323786 (value 103702125; 0.02% of shares outstanding; change 1.00)
Holder of X06.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2116572 (value 66037048; 0.02% of shares outstanding; change 1.00)
Holder of X06.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4545856 (value 141830710; 0.03% of shares outstanding; change 1.00)
Holder of X06.DE: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 1146600 (value 35773920; 0.01% of shares outstanding; change 1.00)
Holder of X06.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8820066 (value 275186065; 0.06% of shares outstanding; change 0.00)
Holder of X06.DE: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1391822 (value 43424847; 0.01% of shares outstanding; change 0.03)
Holder of X06.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1906452 (value 59481303; 0.01% of shares outstanding; change -0.27)
Holder of X06.DE: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1293079 (value 40344065; 0.01% of shares outstanding; change -0.03)
Holder of X68.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2213050 (value 142299121; 0.01% of shares outstanding; change 0.03)
Holder of X68.DE: Amplify ETF Trust-Amplify Cybersecurity ETF
Shares held as of 2026-03-31: 1450276 (value 93252751; 0.01% of shares outstanding; change 0.17)
Holder of X68.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1281667 (value 82411192; 0.01% of shares outstanding; change 0.00)
Holder of X68.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1696134 (value 109061421; 0.01% of shares outstanding; change 0.11)
Holder of X68.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3327153 (value 213935948; 0.02% of shares outstanding; change 0.09)
Holder of X68.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2118757 (value 136236081; 0.01% of shares outstanding; change 0.07)
Holder of X68.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4587671 (value 294987259; 0.03% of shares outstanding; change 0.08)
Holder of X68.DE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1296657 (value 83375049; 0.01% of shares outstanding; change 0.21)
Holder of X68.DE: Fidelity Select Portfolios-Select Software and IT Services Portfolio
Shares held as of 2026-05-31: 1933500 (value 124324055; 0.01% of shares outstanding; change -0.30)
Holder of X68.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 3439325 (value 221148607; 0.02% of shares outstanding; change 0.02)
Holder of XAIR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 30530 (value 14043; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 121806 (value 49952; 0.01% of shares outstanding; change 1.03)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1698 (value 696; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6356 (value 2606; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8134 (value 3335; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1597 (value 8240; 0.00% of shares outstanding; change 0.05)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 121363 (value 43690; 0.01% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1698 (value 611; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6356 (value 2288; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8134 (value 2928; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5139 (value 26517; 0.00% of shares outstanding; change -0.15)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 85 (value 438; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 318 (value 1640; 0.00% of shares outstanding; change 0.00)
Holder of XAIR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 407 (value 2100; 0.00% of shares outstanding; change 0.00)
Holder of XBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 6731 (value 21202; 0.00% of shares outstanding; change 0.00)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 13775 (value 42564; 0.01% of shares outstanding; change 0.42)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2070 (value 6396; 0.00% of shares outstanding; change 0.00)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1388 (value 4288; 0.00% of shares outstanding; change 0.00)
Holder of XBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 6731 (value 17769; 0.00% of shares outstanding; change 0.00)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 13725 (value 38429; 0.01% of shares outstanding; change 0.00)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2070 (value 5795; 0.00% of shares outstanding; change 0.00)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1388 (value 3886; 0.00% of shares outstanding; change 0.00)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 13725 (value 36234; 0.01% of shares outstanding; change 0.00)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2070 (value 5464; 0.00% of shares outstanding; change 0.00)
Holder of XBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1388 (value 3664; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 59547 (value 141126; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: JNL Series Trust-JNL/DFA U.S. Small Cap Fund
Shares held as of 2025-12-31: 6066 (value 14679; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 200971 (value 486349; 0.01% of shares outstanding; change 0.00)
Holder of XBIT: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 38900 (value 88302; 0.00% of shares outstanding; change 0.30)
Holder of XBIT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 59547 (value 135171; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 110906 (value 262847; 0.00% of shares outstanding; change 0.09)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16960 (value 40195; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 27507 (value 65191; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 35154 (value 83314; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: JNL Series Trust-JNL/DFA U.S. Small Cap Fund
Shares held as of 2026-03-31: 6066 (value 13769; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 200971 (value 456204; 0.01% of shares outstanding; change 0.00)
Holder of XBIT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 52317 (value 123991; 0.00% of shares outstanding; change -0.01)
Holder of XBIT: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 13228 (value 31350; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 110502 (value 255259; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 16960 (value 39177; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 27507 (value 63541; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 35154 (value 81205; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 52661 (value 121646; 0.00% of shares outstanding; change 0.01)
Holder of XBIT: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 13228 (value 30556; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 110502 (value 250839; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 16960 (value 38499; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 27507 (value 62440; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 35154 (value 79799; 0.00% of shares outstanding; change 0.00)
Holder of XBIT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 51973 (value 117978; 0.00% of shares outstanding; change -0.01)
Holder of XBIT: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 13228 (value 30027; 0.00% of shares outstanding; change 0.00)
Holder of XBP: PIMCO Dynamic Income Fund
Shares held as of 2025-12-31: 5398 (value 13225; 0.00% of shares outstanding; change 0.00)
Holder of XBP: PIMCO Funds-PIMCO Income Fund
Shares held as of 2025-12-31: 94691 (value 231992; 0.01% of shares outstanding; change 0.00)
Holder of XBP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 127858 (value 313252; 0.01% of shares outstanding; change 0.00)
Holder of XBP: Bridge Builder Trust-Bridge Builder Core Plus Bond Fund
Shares held as of 2026-03-31: 1688 (value 5367; 0.00% of shares outstanding; change 0.00)
Holder of XBP: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 1362 (value 4331; 0.00% of shares outstanding; change 0.00)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 64871 (value 156014; 0.01% of shares outstanding; change 0.05)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1547 (value 3720; 0.00% of shares outstanding; change 0.00)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 17896 (value 43039; 0.00% of shares outstanding; change 0.05)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 23990 (value 57695; 0.00% of shares outstanding; change 0.00)
Holder of XBP: PIMCO Dynamic Income Fund
Shares held as of 2026-03-31: 5398 (value 17165; 0.00% of shares outstanding; change 0.00)
Holder of XBP: PIMCO Funds-PIMCO Income Fund
Shares held as of 2026-03-31: 94691 (value 301117; 0.01% of shares outstanding; change 0.00)
Holder of XBP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 127858 (value 406588; 0.01% of shares outstanding; change 0.00)
Holder of XBP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 22578 (value 54300; 0.00% of shares outstanding; change -0.01)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 64635 (value 133794; 0.01% of shares outstanding; change 0.00)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1547 (value 3202; 0.00% of shares outstanding; change 0.00)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 17896 (value 37044; 0.00% of shares outstanding; change 0.00)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 23990 (value 49659; 0.00% of shares outstanding; change 0.00)
Holder of XBP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 22727 (value 47044; 0.00% of shares outstanding; change 0.01)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 64635 (value 205539; 0.01% of shares outstanding; change 0.00)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1547 (value 4919; 0.00% of shares outstanding; change 0.00)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 17896 (value 56909; 0.00% of shares outstanding; change 0.00)
Holder of XBP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 23990 (value 76288; 0.00% of shares outstanding; change 0.00)
Holder of XBP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 22429 (value 71324; 0.00% of shares outstanding; change -0.01)
Holder of XCA.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8755690 (value 143593312; 0.00% of shares outstanding; change 0.02)
Holder of XCA.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 2316097 (value 37983989; 0.00% of shares outstanding; change 0.01)
Holder of XCA.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13582091 (value 222746287; 0.00% of shares outstanding; change 0.00)
Holder of XCA.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 3895422 (value 63884919; 0.00% of shares outstanding; change 0.00)
Holder of XCA.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 3020940 (value 49543414; 0.00% of shares outstanding; change 0.00)
Holder of XCA.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 8990440 (value 165873624; 0.00% of shares outstanding; change 0.03)
Holder of XCA.DE: Fidelity Covington Trust-Fidelity Enhanced International ETF
Shares held as of 2026-04-30: 2703031 (value 44329707; 0.00% of shares outstanding; change 0.09)
Holder of XCA.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 2255960 (value 41622463; 0.00% of shares outstanding; change -0.03)
Holder of XCA.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13580822 (value 250566176; 0.00% of shares outstanding; change 0.00)
Holder of XCA.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7498727 (value 122979119; 0.00% of shares outstanding; change 0.01)
Holder of XCA.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 4209586 (value 69037208; 0.00% of shares outstanding; change 0.04)
Holder of XCA.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3705343 (value 60767623; 0.00% of shares outstanding; change 0.01)
Holder of XCA.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 2773244 (value 45481200; 0.00% of shares outstanding; change 0.00)
Holder of XCA.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3984959 (value 73522496; 0.00% of shares outstanding; change 0.01)
Holder of XCA.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 3114704 (value 57466291; 0.00% of shares outstanding; change 0.00)
Holder of XCA.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7185625 (value 132574786; 0.00% of shares outstanding; change -0.04)
Holder of XCA.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 4284793 (value 79054434; 0.00% of shares outstanding; change 0.02)
Holder of XCA.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3241295 (value 59801895; 0.00% of shares outstanding; change -0.12)
Holder of XCA.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 2612522 (value 48201032; 0.00% of shares outstanding; change -0.06)
Holder of XCA.DE: Fidelity Covington Trust-Fidelity Enhanced International ETF
Shares held as of 2026-06-30: 2279048 (value 42048437; 0.00% of shares outstanding; change -0.05)
Holder of XCUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 28883 (value 92136; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 284 (value 499; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 20953 (value 62649; 0.00% of shares outstanding; change 0.34)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2912 (value 8706; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3639 (value 10880; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4731 (value 14145; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Master Investment Portfolio-Diversified Equity Master Portfolio
Shares held as of 2026-03-31: 35 (value 61; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 28883 (value 50834; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4100 (value 7215; 0.00% of shares outstanding; change 1.00)
Holder of XCUR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 9094 (value 27191; 0.00% of shares outstanding; change 0.43)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 20877 (value 48225; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2912 (value 6726; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3639 (value 8406; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4731 (value 10928; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 9154 (value 21145; 0.00% of shares outstanding; change 0.01)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 19367 (value 34085; 0.00% of shares outstanding; change -0.07)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2912 (value 5125; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3639 (value 6404; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4731 (value 8326; 0.00% of shares outstanding; change 0.00)
Holder of XCUR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 9034 (value 15899; 0.00% of shares outstanding; change -0.01)
Holder of XD4.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 181645 (value 16911149; 0.00% of shares outstanding; change 0.13)
Holder of XD4.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 41588 (value 3871842; 0.00% of shares outstanding; change 0.95)
Holder of XD4.DE: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 31116 (value 2896899; 0.00% of shares outstanding; change 0.14)
Holder of XD4.DE: TRANSAMERICA FUNDS-Transamerica International Small Cap Value
Shares held as of 2026-01-31: 49100 (value 4571209; 0.00% of shares outstanding; change -0.23)
Holder of XD4.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 47904 (value 4459862; 0.00% of shares outstanding; change 0.11)
Holder of XD4.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 42412 (value 3948557; 0.00% of shares outstanding; change 0.15)
Holder of XD4.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 268793 (value 25024627; 0.00% of shares outstanding; change 0.07)
Holder of XD4.DE: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 491597 (value 45767679; 0.00% of shares outstanding; change 0.00)
Holder of XD4.DE: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 43460 (value 4046125; 0.00% of shares outstanding; change 0.37)
Holder of XD4.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 186731 (value 15536018; 0.00% of shares outstanding; change 0.03)
Holder of XD4.DE: Brown Advisory Fd.s-Brown Advisory - WMC Strategic European Eqy. Fd.
Shares held as of 2026-04-30: 47355 (value 4408750; 0.00% of shares outstanding; change 0.39)
Holder of XD4.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 62861 (value 5230035; 0.00% of shares outstanding; change 0.51)
Holder of XD4.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 56000 (value 4659199; 0.00% of shares outstanding; change 1.13)
Holder of XD4.DE: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 491597 (value 40900868; 0.00% of shares outstanding; change 0.00)
Holder of XD4.DE: JPMorgan Trust I-JPMorgan Developed International Value Fund
Shares held as of 2026-04-30: 52995 (value 4409183; 0.00% of shares outstanding; change 3.96)
Holder of XD4.DE: TRANSAMERICA FUNDS-Transamerica International Small Cap Value
Shares held as of 2026-04-30: 48600 (value 4043519; 0.00% of shares outstanding; change -0.01)
Holder of XD4.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 48703 (value 4052089; 0.00% of shares outstanding; change 0.02)
Holder of XD4.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 45967 (value 3824454; 0.00% of shares outstanding; change 0.08)
Holder of XD4.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 294198 (value 24477272; 0.00% of shares outstanding; change 0.09)
Holder of XD4.DE: Brown Advisory Fd.s-Brown Advisory - WMC Strategic European Eqy. Fd.
Shares held as of 2026-06-30: 48588 (value 4042521; 0.00% of shares outstanding; change 0.00)
Holder of XE: ALGER FUNDS II-Alger Spectra Fund
Shares held as of 2026-04-30: 187564 (value 2629647; 0.00% of shares outstanding; change 1.00)
Holder of XE: ARK Venture Fund
Shares held as of 2026-04-30: 515946 (value 7512173; 0.00% of shares outstanding; change 1.00)
Holder of XE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 254100 (value 3699696; 0.00% of shares outstanding; change 1.00)
Holder of XE: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1979416 (value 28820297; 0.01% of shares outstanding; change 1.00)
Holder of XE: Reaves Utility Income Fund
Shares held as of 2026-04-30: 300000 (value 4368000; 0.00% of shares outstanding; change 1.00)
Holder of XE: Ultimus Managers Trust-Westwood Income Opportunity Fund
Shares held as of 2026-04-30: 189981 (value 2766123; 0.00% of shares outstanding; change 1.00)
Holder of XE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 160169 (value 2556297; 0.00% of shares outstanding; change 0.00)
Holder of XE: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-05-31: 488841 (value 7117525; 0.00% of shares outstanding; change 1.00)
Holder of XE: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-06-30: 969968 (value 14122734; 0.00% of shares outstanding; change 0.10)
Holder of XE: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-06-30: 2703349 (value 39360762; 0.01% of shares outstanding; change 0.00)
Holder of XE: ARK ETF Trust-ARK Space & Defense Innovation ETF
Shares held as of 2026-06-30: 493943 (value 7191810; 0.00% of shares outstanding; change 0.06)
Holder of XE: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 5471937 (value 79671405; 0.02% of shares outstanding; change 1.00)
Holder of XEL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 14917227 (value 1185919546; 0.03% of shares outstanding; change 0.02)
Holder of XEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 18580597 (value 1477157461; 0.04% of shares outstanding; change 0.00)
Holder of XEL: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 9334514 (value 762349741; 0.02% of shares outstanding; change -0.06)
Holder of XEL: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 6806980 (value 541154910; 0.01% of shares outstanding; change 0.40)
Holder of XEL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7554415 (value 600575992; 0.01% of shares outstanding; change 0.00)
Holder of XEL: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2026-03-31: 6873422 (value 541419427; 0.01% of shares outstanding; change 0.07)
Holder of XEL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15031544 (value 1227626170; 0.03% of shares outstanding; change 0.01)
Holder of XEL: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 13473283 (value 1100362997; 0.03% of shares outstanding; change 0.05)
Holder of XEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 19809618 (value 1617851465; 0.04% of shares outstanding; change 0.07)
Holder of XEL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7580522 (value 586808235; 0.01% of shares outstanding; change 0.00)
Holder of XEL: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 13353127 (value 1036469754; 0.03% of shares outstanding; change 0.02)
Holder of XEL: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 9826880 (value 762762452; 0.02% of shares outstanding; change -0.03)
Holder of XEL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7086590 (value 550061135; 0.01% of shares outstanding; change 0.03)
Holder of XEL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7651305 (value 592287548; 0.01% of shares outstanding; change 0.01)
Holder of XEL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7569953 (value 618238047; 0.01% of shares outstanding; change 0.00)
Holder of XEL: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 13551661 (value 1067464291; 0.03% of shares outstanding; change 0.01)
Holder of XEL: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 9625558 (value 770622149; 0.02% of shares outstanding; change -0.02)
Holder of XEL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7155734 (value 572888046; 0.01% of shares outstanding; change 0.01)
Holder of XEL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7793445 (value 636490638; 0.02% of shares outstanding; change 0.02)
Holder of XEL: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 7382459 (value 602925413; 0.01% of shares outstanding; change 0.08)
Holder of XEL: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 13251484 (value 1082248674; 0.03% of shares outstanding; change -0.02)
Holder of XEL: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 10199095 (value 832960069; 0.02% of shares outstanding; change 0.06)
Holder of XEL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7545156 (value 616212876; 0.01% of shares outstanding; change 0.05)
Holder of XELB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 7776 (value 16912; 0.00% of shares outstanding; change 0.00)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 44879 (value 85270; 0.01% of shares outstanding; change 4.00)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 428 (value 813; 0.00% of shares outstanding; change 0.00)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4127 (value 7841; 0.00% of shares outstanding; change 0.59)
Holder of XELB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7776 (value 9564; 0.00% of shares outstanding; change 0.00)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 44716 (value 91220; 0.01% of shares outstanding; change 0.00)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 428 (value 873; 0.00% of shares outstanding; change 0.00)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4127 (value 8419; 0.00% of shares outstanding; change 0.00)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 42822 (value 52671; 0.01% of shares outstanding; change -0.04)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 428 (value 526; 0.00% of shares outstanding; change 0.00)
Holder of XELB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4127 (value 5076; 0.00% of shares outstanding; change 0.00)
Holder of XELLL: Cohen & Steers Preferred Securities & Income Fund, Inc.
Shares held as of 2025-12-31: 515833 (value 12395467; 0.00% of shares outstanding; change 1.00)
Holder of XELLL: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 1634622 (value 39067465; 0.00% of shares outstanding; change 0.08)
Holder of XELLL: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-01-31: 950185 (value 22709421; 0.00% of shares outstanding; change 0.14)
Holder of XELLL: Principal Fd.s, Inc-Spectrum Preferred and Capital Securities Income F
Shares held as of 2026-02-28: 349684 (value 8028744; 0.00% of shares outstanding; change 0.63)
Holder of XELLL: Cohen & Steers Preferred Securities & Income Fund, Inc.
Shares held as of 2026-03-31: 434269 (value 9970815; 0.00% of shares outstanding; change -0.16)
Holder of XELLL: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-03-31: 3263139 (value 77499551; 0.00% of shares outstanding; change 0.00)
Holder of XELLL: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 1084258 (value 25751127; 0.00% of shares outstanding; change 0.03)
Holder of XELLL: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 1783183 (value 40941880; 0.00% of shares outstanding; change 0.09)
Holder of XELLL: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-04-30: 950185 (value 21816246; 0.00% of shares outstanding; change 0.00)
Holder of XELLL: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 627031 (value 14891986; 0.00% of shares outstanding; change -0.02)
Holder of XELLL: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 1315847 (value 31251366; 0.00% of shares outstanding; change 0.01)
Holder of XELLL: SPDR SERIES TRUST-State Street SPDR ICE Preferred Securities ETF
Shares held as of 2026-04-30: 360547 (value 8562991; 0.00% of shares outstanding; change -0.02)
Holder of XELLL: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 2484075 (value 59369391; 0.00% of shares outstanding; change -0.03)
Holder of XELLL: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-05-31: 3271894 (value 77511170; 0.00% of shares outstanding; change 0.00)
Holder of XELLL: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 636047 (value 14794453; 0.00% of shares outstanding; change 0.01)
Holder of XELLL: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 1300139 (value 30241233; 0.00% of shares outstanding; change -0.01)
Holder of XELLL: SPDR SERIES TRUST-State Street SPDR ICE Preferred Securities ETF
Shares held as of 2026-05-31: 359446 (value 8515275; 0.00% of shares outstanding; change 0.00)