speb/financial-data huggingface dataset:
Holder of BGC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11597079 (value 135105965; 0.03% of shares outstanding; change 0.01)
Holder of BGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 8912993 (value 93140775; 0.02% of shares outstanding; change 0.01)
Holder of BGC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 4190999 (value 50501538; 0.01% of shares outstanding; change -0.04)
Holder of BGC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3578671 (value 41691515; 0.01% of shares outstanding; change 0.01)
Holder of BGC: Vanguard Explorer Fund
Shares held as of 2026-04-30: 3394858 (value 39550094; 0.01% of shares outstanding; change 0.00)
Holder of BGC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 22133008 (value 266702750; 0.06% of shares outstanding; change 0.02)
Holder of BGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 8564321 (value 94378821; 0.02% of shares outstanding; change -0.04)
Holder of BGC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 3835700 (value 44685903; 0.01% of shares outstanding; change -0.08)
Holder of BGC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 22029551 (value 256644260; 0.06% of shares outstanding; change 0.00)
Holder of BGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 8667860 (value 100980565; 0.02% of shares outstanding; change 0.01)
Holder of BGDE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 6447 (value 46611; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 22562 (value 160415; 0.00% of shares outstanding; change 2.38)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 155 (value 1102; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1567 (value 11141; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1310 (value 9314; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 6447 (value 34749; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22480 (value 200521; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 155 (value 1382; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1567 (value 13977; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1310 (value 11685; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5346 (value 28814; 0.00% of shares outstanding; change -0.76)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 155 (value 835; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1567 (value 8446; 0.00% of shares outstanding; change 0.00)
Holder of BGDE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1310 (value 7060; 0.00% of shares outstanding; change 0.00)
Holder of BGH: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 710 (value 10067; 0.00% of shares outstanding; change 0.00)
Holder of BGH: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 3133 (value 44488; 0.00% of shares outstanding; change 0.00)
Holder of BGH: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 18087 (value 252675; 0.00% of shares outstanding; change -0.84)
Holder of BGH: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 70 (value 977; 0.00% of shares outstanding; change 1.00)
Holder of BGH: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 188 (value 2626; 0.00% of shares outstanding; change 1.00)
Holder of BGH: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 710 (value 9918; 0.00% of shares outstanding; change 0.00)
Holder of BGH: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 13744 (value 189942; 0.00% of shares outstanding; change 0.05)
Holder of BGH: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 198096 (value 2765420; 0.01% of shares outstanding; change 0.25)
Holder of BGH: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 3133 (value 43768; 0.00% of shares outstanding; change 0.00)
Holder of BGH: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 13744 (value 195989; 0.00% of shares outstanding; change 0.00)
Holder of BGH: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 192520 (value 2745335; 0.01% of shares outstanding; change -0.03)
Holder of BGH: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 192097 (value 2683595; 0.01% of shares outstanding; change 0.00)
Holder of BGIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 56678 (value 150763; 0.00% of shares outstanding; change 0.00)
Holder of BGIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 56678 (value 99753; 0.00% of shares outstanding; change 0.00)
Holder of BGIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 56678 (value 113356; 0.00% of shares outstanding; change 0.00)
Holder of BGL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 17992 (value 9355; 0.00% of shares outstanding; change 0.00)
Holder of BGL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 17992 (value 5008; 0.00% of shares outstanding; change 0.00)
Holder of BGL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 17992 (value 3742; 0.00% of shares outstanding; change 0.00)
Holder of BGLC: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 3 (value 4; 0.00% of shares outstanding; change 0.00)
Holder of BGLC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2368 (value 5209; 0.00% of shares outstanding; change 0.00)
Holder of BGLC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2368 (value 4617; 0.00% of shares outstanding; change 0.00)
Holder of BGLC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2368 (value 3575; 0.00% of shares outstanding; change 0.00)
Holder of BGM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 25569 (value 7440; 0.00% of shares outstanding; change 0.00)
Holder of BGM: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 61319 (value 17843; 0.00% of shares outstanding; change 1.87)
Holder of BGM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 61882 (value 22747; 0.00% of shares outstanding; change 1.42)
Holder of BGM: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-04-30: 5054 (value 1895; 0.00% of shares outstanding; change -0.04)
Holder of BGM: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 38457 (value 14421; 0.00% of shares outstanding; change -0.07)
Holder of BGM: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 61739 (value 20003; 0.00% of shares outstanding; change 0.01)
Holder of BGM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 61882 (value 17927; 0.00% of shares outstanding; change 0.00)
Holder of BGM: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-05-31: 5054 (value 1423; 0.00% of shares outstanding; change 0.00)
Holder of BGM: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 38457 (value 11140; 0.00% of shares outstanding; change 0.00)
Holder of BGM: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 62159 (value 18007; 0.00% of shares outstanding; change 0.01)
Holder of BGMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 21588 (value 32382; 0.00% of shares outstanding; change 11.27)
Holder of BGMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 21588 (value 19645; 0.00% of shares outstanding; change 0.00)
Holder of BGMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16327 (value 14939; 0.00% of shares outstanding; change -0.24)
Holder of BGR: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 11654 (value 183550; 0.00% of shares outstanding; change 0.00)
Holder of BGR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 320594 (value 5065385; 0.01% of shares outstanding; change 0.36)
Holder of BGR: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 11457 (value 171396; 0.00% of shares outstanding; change -0.02)
Holder of BGR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 311425 (value 4982800; 0.01% of shares outstanding; change -0.03)
Holder of BGR: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 11457 (value 189040; 0.00% of shares outstanding; change 0.00)
Holder of BGR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 310741 (value 5127226; 0.01% of shares outstanding; change 0.00)
Holder of BGS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 480010 (value 1872039; 0.01% of shares outstanding; change 0.11)
Holder of BGS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 840498 (value 3437636; 0.01% of shares outstanding; change -0.09)
Holder of BGS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2420257 (value 9898851; 0.03% of shares outstanding; change 0.00)
Holder of BGS: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-01-31: 423772 (value 1648473; 0.01% of shares outstanding; change 0.37)
Holder of BGS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 787212 (value 3062254; 0.01% of shares outstanding; change 0.01)
Holder of BGS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 2164276 (value 7596608; 0.03% of shares outstanding; change 0.39)
Holder of BGS: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 389256 (value 1549238; 0.00% of shares outstanding; change 0.01)
Holder of BGS: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 925059 (value 3246957; 0.01% of shares outstanding; change 0.02)
Holder of BGS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 902256 (value 3166918; 0.01% of shares outstanding; change 0.07)
Holder of BGS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2420257 (value 8495102; 0.03% of shares outstanding; change 0.00)
Holder of BGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1883694 (value 7704308; 0.02% of shares outstanding; change 0.02)
Holder of BGS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 660775 (value 2702569; 0.01% of shares outstanding; change -0.03)
Holder of BGS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 509450 (value 2027611; 0.01% of shares outstanding; change 0.42)
Holder of BGS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 793526 (value 2785276; 0.01% of shares outstanding; change 0.01)
Holder of BGS: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 1088100 (value 3819230; 0.01% of shares outstanding; change 1.00)
Holder of BGS: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-04-30: 453350 (value 1591258; 0.01% of shares outstanding; change 0.07)
Holder of BGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1856093 (value 7572859; 0.02% of shares outstanding; change -0.01)
Holder of BGS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 678709 (value 2769132; 0.01% of shares outstanding; change 0.03)
Holder of BGS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 437137 (value 1534350; 0.01% of shares outstanding; change -0.14)
Holder of BGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1873742 (value 6576834; 0.02% of shares outstanding; change 0.01)
Holder of BGS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 684451 (value 2402423; 0.01% of shares outstanding; change 0.01)
Holder of BGSF: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 34326 (value 178495; 0.00% of shares outstanding; change 0.14)
Holder of BGSF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 104068 (value 532828; 0.01% of shares outstanding; change 0.00)
Holder of BGSF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 351919 (value 1801825; 0.03% of shares outstanding; change 0.00)
Holder of BGSF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 17473 (value 94354; 0.00% of shares outstanding; change 0.00)
Holder of BGSF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 18013 (value 102674; 0.00% of shares outstanding; change -0.20)
Holder of BGSF: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 17156 (value 97960; 0.00% of shares outstanding; change 0.00)
Holder of BGSF: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 45100 (value 248501; 0.00% of shares outstanding; change 0.00)
Holder of BGSF: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 37556 (value 206933; 0.00% of shares outstanding; change 0.09)
Holder of BGSF: FORUM FUNDS II-Acuitas US Microcap Fund
Shares held as of 2026-03-31: 33225 (value 183069; 0.00% of shares outstanding; change -0.23)
Holder of BGSF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 52366 (value 272303; 0.00% of shares outstanding; change -0.11)
Holder of BGSF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 120119 (value 661855; 0.01% of shares outstanding; change 0.15)
Holder of BGSF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 351919 (value 1939073; 0.03% of shares outstanding; change 0.00)
Holder of BGSF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 26153 (value 135995; 0.00% of shares outstanding; change -0.07)
Holder of BGSF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 17473 (value 96276; 0.00% of shares outstanding; change 0.00)
Holder of BGSF: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 17156 (value 94529; 0.00% of shares outstanding; change 0.00)
Holder of BGSF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 52175 (value 297919; 0.00% of shares outstanding; change 0.00)
Holder of BGSF: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 150010 (value 769551; 0.01% of shares outstanding; change 0.00)
Holder of BGSF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 28212 (value 160808; 0.00% of shares outstanding; change 0.08)
Holder of BGSF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 52175 (value 287484; 0.00% of shares outstanding; change 0.00)
Holder of BGSF: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 150010 (value 855056; 0.01% of shares outstanding; change 0.00)
Holder of BGSF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 27844 (value 153420; 0.00% of shares outstanding; change -0.01)
Holder of BGSF: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 150010 (value 826555; 0.01% of shares outstanding; change 0.00)
Holder of BGSI: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 254711 (value 26263251; 0.01% of shares outstanding; change 0.28)
Holder of BGSI: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 69599 (value 6585457; 0.00% of shares outstanding; change 0.00)
Holder of BGSI: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 102162 (value 9431595; 0.00% of shares outstanding; change 0.00)
Holder of BGSI: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 69900 (value 6453167; 0.00% of shares outstanding; change 1.00)
Holder of BGSI: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 99119 (value 9378640; 0.00% of shares outstanding; change 0.28)
Holder of BGSI: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 393416 (value 37225023; 0.01% of shares outstanding; change 0.27)
Holder of BGSI: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 51684 (value 4771466; 0.00% of shares outstanding; change 0.29)
Holder of BGSI: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 57641 (value 5887451; 0.00% of shares outstanding; change -0.01)
Holder of BGSI: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 102529 (value 10472311; 0.00% of shares outstanding; change 0.08)
Holder of BGSI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 249393 (value 25473000; 0.01% of shares outstanding; change -0.42)
Holder of BGSI: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 269249 (value 27501092; 0.01% of shares outstanding; change 0.06)
Holder of BGSI: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 69599 (value 7108841; 0.00% of shares outstanding; change 0.00)
Holder of BGSI: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 121562 (value 12416342; 0.00% of shares outstanding; change 0.19)
Holder of BGSI: Fidelity Investment Trust-Fidelity Canada Fund
Shares held as of 2026-04-30: 72867 (value 6894675; 0.00% of shares outstanding; change 1.00)
Holder of BGSI: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 641903 (value 60736863; 0.02% of shares outstanding; change 1.00)
Holder of BGSI: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 92300 (value 9427521; 0.00% of shares outstanding; change 0.32)
Holder of BGSI: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 103744 (value 10596412; 0.00% of shares outstanding; change 0.05)
Holder of BGSI: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 406446 (value 41514394; 0.01% of shares outstanding; change 0.03)
Holder of BGSI: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-04-30: 45461 (value 4643386; 0.00% of shares outstanding; change -0.12)
Holder of BGSI: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 135608 (value 13190589; 0.00% of shares outstanding; change 0.32)
Holder of BGT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 76865 (value 833216; 0.00% of shares outstanding; change 0.00)
Holder of BGT: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2025-12-31: 82618 (value 895579; 0.00% of shares outstanding; change 1.00)
Holder of BGT: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 57789 (value 616030; 0.00% of shares outstanding; change -0.12)
Holder of BGT: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 810352 (value 8743698; 0.03% of shares outstanding; change -0.01)
Holder of BGT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 101865 (value 1099123; 0.00% of shares outstanding; change 0.33)
Holder of BGT: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2026-03-31: 103027 (value 1111661; 0.00% of shares outstanding; change 0.25)
Holder of BGT: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 10976 (value 117059; 0.00% of shares outstanding; change 0.00)
Holder of BGT: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 42716 (value 460905; 0.00% of shares outstanding; change -0.26)
Holder of BGT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 288981 (value 3106545; 0.01% of shares outstanding; change 0.05)
Holder of BGT: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 10976 (value 116784; 0.00% of shares outstanding; change 0.00)
Holder of BGT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 280781 (value 2970662; 0.01% of shares outstanding; change -0.03)
Holder of BGT: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 6710 (value 72400; 0.00% of shares outstanding; change -0.39)
Holder of BGT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 280160 (value 3022926; 0.01% of shares outstanding; change 0.00)
Holder of BGX: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 149996 (value 1636456; 0.01% of shares outstanding; change 0.00)
Holder of BGX: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1 (value 10; 0.00% of shares outstanding; change 1.00)
Holder of BGX: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 149996 (value 1597457; 0.01% of shares outstanding; change 0.00)
Holder of BGX: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 170000 (value 1810499; 0.01% of shares outstanding; change 1.00)
Holder of BGX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 180394 (value 1951863; 0.01% of shares outstanding; change 0.08)
Holder of BGX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 175285 (value 1880807; 0.01% of shares outstanding; change -0.03)
Holder of BGX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 174898 (value 1862663; 0.01% of shares outstanding; change 0.00)
Holder of BGY: HC Capital Trust-The Institutional International Equity Portfolio
Shares held as of 2025-12-31: 389502 (value 2247426; 0.00% of shares outstanding; change -0.21)
Holder of BGY: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 227 (value 1282; 0.00% of shares outstanding; change -0.33)
Holder of BGY: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 227 (value 1309; 0.00% of shares outstanding; change -0.33)
Holder of BGY: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 512 (value 2954; 0.00% of shares outstanding; change -0.19)
Holder of BGY: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 11668 (value 67324; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 7542 (value 43517; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 3060 (value 17656; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 8090 (value 46679; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 3132 (value 18071; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 33035 (value 189290; 0.00% of shares outstanding; change 0.00)
Holder of BGY: HC Capital Trust-The Institutional International Equity Portfolio
Shares held as of 2026-03-31: 134099 (value 757659; 0.00% of shares outstanding; change -0.66)
Holder of BGY: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 143 (value 807; 0.00% of shares outstanding; change -0.37)
Holder of BGY: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 387 (value 2186; 0.00% of shares outstanding; change -0.24)
Holder of BGY: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 11668 (value 65924; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 7542 (value 42612; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 3060 (value 17289; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 8090 (value 45708; 0.00% of shares outstanding; change 0.00)
Holder of BGY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1146417 (value 6660682; 0.01% of shares outstanding; change 0.09)
Holder of BGY: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 5442 (value 30747; 0.00% of shares outstanding; change 0.74)
Holder of BGY: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 40705 (value 229983; 0.00% of shares outstanding; change 0.23)
Holder of BGY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1113840 (value 6315472; 0.01% of shares outstanding; change -0.03)
Holder of BGY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1111383 (value 6279314; 0.01% of shares outstanding; change 0.00)
Holder of BH: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 11470 (value 3366903; 0.01% of shares outstanding; change 0.07)
Holder of BH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 21577 (value 6267687; 0.01% of shares outstanding; change 0.00)
Holder of BH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 7406 (value 3117333; 0.00% of shares outstanding; change 0.00)
Holder of BH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 11213 (value 3731013; 0.01% of shares outstanding; change 0.00)
Holder of BH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 10275 (value 3418903; 0.00% of shares outstanding; change -0.27)
Holder of BH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 15476 (value 5149484; 0.01% of shares outstanding; change 0.00)
Holder of BH: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 6757 (value 2878684; 0.00% of shares outstanding; change 0.19)
Holder of BH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 11833 (value 5041212; 0.01% of shares outstanding; change 0.00)
Holder of BH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7432 (value 2834490; 0.00% of shares outstanding; change 0.13)
Holder of BH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21577 (value 8229252; 0.01% of shares outstanding; change 0.00)
Holder of BH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 16443 (value 4776362; 0.01% of shares outstanding; change 0.02)
Holder of BH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 7722 (value 2945093; 0.00% of shares outstanding; change 0.04)
Holder of BH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 11213 (value 4276526; 0.01% of shares outstanding; change 0.00)
Holder of BH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 15667 (value 5975237; 0.01% of shares outstanding; change 0.52)
Holder of BH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 15476 (value 5902391; 0.01% of shares outstanding; change 0.00)
Holder of BH: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 7281 (value 2776900; 0.00% of shares outstanding; change 0.08)
Holder of BH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 11830 (value 4511843; 0.01% of shares outstanding; change 0.00)
Holder of BH: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 8939 (value 3409245; 0.00% of shares outstanding; change 0.66)
Holder of BH: Invesco Exch-Trd Fd. TRT-Invesco Leisure and Entertainment ETF
Shares held as of 2026-04-30: 17774 (value 6041382; 0.01% of shares outstanding; change -0.02)
Holder of BH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 15762 (value 6634541; 0.01% of shares outstanding; change -0.04)
Holder of BH: Invesco Exch-Trd Fd. TRT-Invesco Leisure and Entertainment ETF
Shares held as of 2026-05-31: 16542 (value 6355271; 0.01% of shares outstanding; change -0.07)
Holder of BH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 15921 (value 6072110; 0.01% of shares outstanding; change 0.01)
Holder of BH.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 621 (value 1322102; 0.00% of shares outstanding; change 0.00)
Holder of BH.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1178 (value 2026913; 0.01% of shares outstanding; change 0.00)
Holder of BH.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 943 (value 1622563; 0.00% of shares outstanding; change 0.00)
Holder of BH.A: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 9500 (value 17918994; 0.05% of shares outstanding; change -0.05)
Holder of BH.A: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 1070 (value 2278019; 0.01% of shares outstanding; change 0.00)
Holder of BH.A: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 668 (value 1259988; 0.00% of shares outstanding; change 0.00)
Holder of BH.A: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1459 (value 2751980; 0.01% of shares outstanding; change 0.00)
Holder of BH.A: Victory PORT.s II-VictoryShares US Small Mid Cap Value Momentum ETF
Shares held as of 2026-03-31: 1977 (value 3729037; 0.01% of shares outstanding; change 1.00)
Holder of BH.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 621 (value 1171336; 0.00% of shares outstanding; change 0.00)
Holder of BH.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1178 (value 2221955; 0.01% of shares outstanding; change 0.00)
Holder of BH.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 943 (value 1778695; 0.00% of shares outstanding; change 0.00)
Holder of BH.A: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Core AlphaDEX Fd.
Shares held as of 2026-04-30: 1196 (value 2130793; 0.01% of shares outstanding; change 1.00)
Holder of BH.A: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-04-30: 2680 (value 4774687; 0.01% of shares outstanding; change 1.00)
Holder of BH.A: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Core AlphaDEX Fd.
Shares held as of 2026-05-31: 1241 (value 2344112; 0.01% of shares outstanding; change 0.04)
Holder of BH.A: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-05-31: 2839 (value 5362558; 0.01% of shares outstanding; change 0.06)
Holder of BH.A: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Core AlphaDEX Fd.
Shares held as of 2026-06-30: 1246 (value 2350217; 0.01% of shares outstanding; change 0.00)
Holder of BH.A: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-06-30: 2955 (value 5573750; 0.01% of shares outstanding; change 0.04)
Holder of BH.A: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 1070 (value 2018244; 0.01% of shares outstanding; change 0.00)
Holder of BH3.DE: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 1024173 (value 70032946; 0.01% of shares outstanding; change 0.34)
Holder of BH3.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 896889 (value 61329267; 0.01% of shares outstanding; change 0.04)
Holder of BH3.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1067096 (value 72968021; 0.01% of shares outstanding; change 0.04)
Holder of BH3.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1908511 (value 130503976; 0.02% of shares outstanding; change 0.05)
Holder of BH3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2633276 (value 180063405; 0.03% of shares outstanding; change 0.05)
Holder of BH3.DE: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 889381 (value 60815870; 0.01% of shares outstanding; change 0.00)
Holder of BH3.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2038232 (value 139374298; 0.02% of shares outstanding; change 0.00)
Holder of BH3.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4871036 (value 333081428; 0.06% of shares outstanding; change 0.00)
Holder of BH3.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1885609 (value 128937938; 0.02% of shares outstanding; change 0.02)
Holder of BH3.DE: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1352456 (value 92480937; 0.02% of shares outstanding; change -0.05)
Holder of BHA.DE: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 850000 (value 56525000; 0.02% of shares outstanding; change 0.10)
Holder of BHA.DE: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 584940 (value 38898510; 0.01% of shares outstanding; change 0.15)
Holder of BHA.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1600194 (value 106412901; 0.03% of shares outstanding; change 0.09)
Holder of BHA.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 631615 (value 42002397; 0.01% of shares outstanding; change 0.04)
Holder of BHA.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 710248 (value 47231492; 0.01% of shares outstanding; change -0.02)
Holder of BHA.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1270767 (value 84506005; 0.02% of shares outstanding; change -0.01)
Holder of BHA.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1756849 (value 116830458; 0.03% of shares outstanding; change -0.02)
Holder of BHA.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1128086 (value 75017719; 0.02% of shares outstanding; change 0.00)
Holder of BHA.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3433933 (value 228356544; 0.07% of shares outstanding; change 1.00)
Holder of BHA.DE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 805065 (value 53536822; 0.02% of shares outstanding; change -0.02)
Holder of BHB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 180381 (value 6302511; 0.01% of shares outstanding; change 0.00)
Holder of BHB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 489546 (value 17104736; 0.03% of shares outstanding; change 0.09)
Holder of BHB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 202122 (value 7355219; 0.01% of shares outstanding; change -0.01)
Holder of BHB: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 545504 (value 19850890; 0.03% of shares outstanding; change 0.00)
Holder of BHB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 163992 (value 5967668; 0.01% of shares outstanding; change 0.02)
Holder of BHB: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 141210 (value 4933877; 0.01% of shares outstanding; change 0.14)
Holder of BHB: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 169840 (value 6278985; 0.01% of shares outstanding; change 0.19)
Holder of BHB: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 176744 (value 6534225; 0.01% of shares outstanding; change 0.08)
Holder of BHB: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 141210 (value 5332089; 0.01% of shares outstanding; change 0.00)
Holder of BHB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 190161 (value 7420082; 0.01% of shares outstanding; change 0.05)
Holder of BHB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 527293 (value 20574973; 0.03% of shares outstanding; change 0.08)
Holder of BHB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 400274 (value 13985573; 0.02% of shares outstanding; change 0.02)
Holder of BHB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 200688 (value 7214733; 0.01% of shares outstanding; change 0.00)
Holder of BHB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 208302 (value 8127944; 0.01% of shares outstanding; change 0.03)
Holder of BHB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 165034 (value 6439626; 0.01% of shares outstanding; change 0.01)
Holder of BHB: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 169840 (value 6307008; 0.01% of shares outstanding; change 0.00)
Holder of BHB: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 176744 (value 6656179; 0.01% of shares outstanding; change 0.00)
Holder of BHB: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 140094 (value 5275940; 0.01% of shares outstanding; change -0.01)
Holder of BHB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 384611 (value 14484450; 0.02% of shares outstanding; change -0.04)
Holder of BHB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 135459 (value 5101385; 0.01% of shares outstanding; change -0.01)
Holder of BHB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 200278 (value 7437323; 0.01% of shares outstanding; change 0.00)
Holder of BHB: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 169840 (value 6627156; 0.01% of shares outstanding; change 0.00)
Holder of BHB: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 176744 (value 6896550; 0.01% of shares outstanding; change 0.00)
Holder of BHB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 388268 (value 15150217; 0.02% of shares outstanding; change 0.01)
Holder of BHB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 144573 (value 5368718; 0.01% of shares outstanding; change 0.07)
Holder of BHB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 199583 (value 7787728; 0.01% of shares outstanding; change 0.00)
Holder of BHB: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-06-30: 182085 (value 7104956; 0.01% of shares outstanding; change 1.00)
Holder of BHB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 167673 (value 6542600; 0.01% of shares outstanding; change 1.00)
Holder of BHC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2399154 (value 12883456; 0.01% of shares outstanding; change -0.14)
Holder of BHC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 447260 (value 2204991; 0.00% of shares outstanding; change -0.10)
Holder of BHC: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 1387468 (value 6618222; 0.00% of shares outstanding; change 0.00)
Holder of BHC: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 415194 (value 2046906; 0.00% of shares outstanding; change 0.03)
Holder of BHC: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 1027356 (value 4900488; 0.00% of shares outstanding; change 1.00)
Holder of BHC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 932412 (value 4596790; 0.00% of shares outstanding; change -0.13)
Holder of BHC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3762192 (value 18547605; 0.01% of shares outstanding; change -0.13)
Holder of BHC: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 1272141 (value 5635584; 0.00% of shares outstanding; change 0.22)
Holder of BHC: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 535632 (value 2372849; 0.00% of shares outstanding; change -0.17)
Holder of BHC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 2604243 (value 11536796; 0.01% of shares outstanding; change 8.03)
Holder of BHC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2447301 (value 10841543; 0.01% of shares outstanding; change 0.02)
Holder of BHC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 431311 (value 1910707; 0.00% of shares outstanding; change -0.04)
Holder of BHC: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 1387468 (value 6146483; 0.00% of shares outstanding; change 0.00)
Holder of BHC: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 399153 (value 2019714; 0.00% of shares outstanding; change 0.00)
Holder of BHC: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-04-30: 850553 (value 3767949; 0.00% of shares outstanding; change -0.17)
Holder of BHC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 957190 (value 4240351; 0.00% of shares outstanding; change 0.03)
Holder of BHC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3762192 (value 16666509; 0.01% of shares outstanding; change 0.00)
Holder of BHC: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 398753 (value 1766475; 0.00% of shares outstanding; change 0.00)
Holder of BHC.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2399154 (value 17657773; 0.01% of shares outstanding; change -0.14)
Holder of BHC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 447260 (value 3126347; 0.00% of shares outstanding; change -0.10)
Holder of BHC.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 1387468 (value 9115664; 0.00% of shares outstanding; change 0.00)
Holder of BHC.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 415194 (value 2902205; 0.00% of shares outstanding; change 0.03)
Holder of BHC.TO: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 1027356 (value 6749729; 0.00% of shares outstanding; change 1.00)
Holder of BHC.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 932412 (value 6517559; 0.00% of shares outstanding; change -0.13)
Holder of BHC.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3762192 (value 26297721; 0.01% of shares outstanding; change -0.13)
Holder of BHC.TO: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 1272141 (value 7950881; 0.00% of shares outstanding; change 0.22)
Holder of BHC.TO: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 535632 (value 3347700; 0.00% of shares outstanding; change -0.17)
Holder of BHC.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 2604243 (value 16276518; 0.01% of shares outstanding; change 8.03)
Holder of BHC.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2447301 (value 15295631; 0.01% of shares outstanding; change 0.02)
Holder of BHC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 431311 (value 2695693; 0.00% of shares outstanding; change -0.04)
Holder of BHC.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 1387468 (value 8671675; 0.00% of shares outstanding; change 0.00)
Holder of BHC.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 399153 (value 2829994; 0.00% of shares outstanding; change 0.00)
Holder of BHC.TO: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-04-30: 850553 (value 5315956; 0.00% of shares outstanding; change -0.17)