speb/financial-data huggingface dataset:
Holder of BTQ: -WisdomTree Quantum Computing Fund
Shares held as of 2026-06-30: 763560 (value 2542654; 0.01% of shares outstanding; change 4.67)
Holder of BTQ: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. MSCI Global Stock Marke
Shares held as of 2026-06-30: 18977 (value 63193; 0.00% of shares outstanding; change 0.16)
Holder of BTR.V: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2025-09-30: 1717797 (value 274847; 0.01% of shares outstanding; change -0.69)
Holder of BTRW.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 12715768 (value 3220904073; 0.01% of shares outstanding; change 0.01)
Holder of BTRW.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 19857557 (value 5581959393; 0.01% of shares outstanding; change 0.00)
Holder of BTRW.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 6289809 (value 1641640149; 0.00% of shares outstanding; change 0.00)
Holder of BTRW.L: Templeton Funds-Templeton Foreign Fund
Shares held as of 2026-02-28: 9587007 (value 2825291079; 0.01% of shares outstanding; change -0.02)
Holder of BTRW.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 41073514 (value 12046861154; 0.03% of shares outstanding; change 0.00)
Holder of BTRW.L: Fidelity Investment Trust-Fidelity International Value Fund
Shares held as of 2026-03-31: 8846948 (value 2240931955; 0.01% of shares outstanding; change 0.04)
Holder of BTRW.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 36241771 (value 9180040704; 0.03% of shares outstanding; change 0.01)
Holder of BTRW.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 15550219 (value 3938870520; 0.01% of shares outstanding; change -0.01)
Holder of BTRW.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 13032902 (value 3840796378; 0.01% of shares outstanding; change 0.02)
Holder of BTRW.L: Fidelity Investment Trust-Fidelity International Value Fund
Shares held as of 2026-04-30: 9210548 (value 2589085099; 0.01% of shares outstanding; change 0.04)
Holder of BTRW.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-04-30: 36149371 (value 9434985831; 0.03% of shares outstanding; change 0.00)
Holder of BTRW.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 6262361 (value 1845517863; 0.00% of shares outstanding; change 0.00)
Holder of BTRW.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 16586019 (value 4662330042; 0.01% of shares outstanding; change 0.07)
Holder of BTRW.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 11883060 (value 3501937927; 0.01% of shares outstanding; change 1.00)
Holder of BTRW.L: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 9132594 (value 2691375563; 0.01% of shares outstanding; change 1.00)
Holder of BTRW.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 19838205 (value 5846319255; 0.01% of shares outstanding; change 0.00)
Holder of BTRW.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 9752630 (value 2662467990; 0.01% of shares outstanding; change 0.00)
Holder of BTRW.L: Fidelity Investment Trust-Fidelity International Value Fund
Shares held as of 2026-05-31: 9514805 (value 2804013149; 0.01% of shares outstanding; change 0.03)
Holder of BTRW.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 36826196 (value 10852680410; 0.03% of shares outstanding; change 0.02)
Holder of BTRW.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 16895474 (value 4979096394; 0.01% of shares outstanding; change 0.02)
Holder of BTRW.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 9819775 (value 2893887812; 0.01% of shares outstanding; change 0.01)
Holder of BTSG: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 2533854 (value 145443223; 0.01% of shares outstanding; change 0.09)
Holder of BTSG: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 2818489 (value 161781272; 0.01% of shares outstanding; change -0.12)
Holder of BTSG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2659956 (value 164066086; 0.01% of shares outstanding; change 0.15)
Holder of BTSG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3741189 (value 230756538; 0.02% of shares outstanding; change 0.23)
Holder of BTSG: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 3300711 (value 240654851; 0.02% of shares outstanding; change 0.00)
Holder of BTSG: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 2413317 (value 159882251; 0.01% of shares outstanding; change -0.08)
Holder of BTSG: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 2071600 (value 118909843; 0.01% of shares outstanding; change 0.10)
Holder of BTSG: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 2000000 (value 123360000; 0.01% of shares outstanding; change -0.04)
Holder of BTSG: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 2514077 (value 183301363; 0.01% of shares outstanding; change -0.01)
Holder of BTSG: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2102472 (value 153291241; 0.01% of shares outstanding; change -0.25)
Holder of BTSG: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2428172 (value 177038029; 0.01% of shares outstanding; change 0.37)
Holder of BTSG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3312179 (value 241490983; 0.02% of shares outstanding; change 0.25)
Holder of BTSG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4568400 (value 333082060; 0.02% of shares outstanding; change 0.22)
Holder of BTSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3155217 (value 194613785; 0.02% of shares outstanding; change 0.16)
Holder of BTSG: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 2075300 (value 151310130; 0.01% of shares outstanding; change 0.00)
Holder of BTSG: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 2413317 (value 175954951; 0.01% of shares outstanding; change 0.00)
Holder of BTSG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8066173 (value 534383961; 0.04% of shares outstanding; change 0.01)
Holder of BTSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3041315 (value 209941970; 0.02% of shares outstanding; change -0.04)
Holder of BTSG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8031309 (value 585562768; 0.04% of shares outstanding; change 0.00)
Holder of BTSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3086369 (value 225027175; 0.02% of shares outstanding; change 0.01)
Holder of BTT: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 319133 (value 7288997; 0.00% of shares outstanding; change 0.00)
Holder of BTT: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 471633 (value 10772097; 0.01% of shares outstanding; change -0.09)
Holder of BTT: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 129508 (value 2957962; 0.00% of shares outstanding; change -0.09)
Holder of BTT: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 96973 (value 2214863; 0.00% of shares outstanding; change -0.16)
Holder of BTT: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 404755 (value 9244604; 0.01% of shares outstanding; change -0.09)
Holder of BTT: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 61076 (value 1394975; 0.00% of shares outstanding; change -0.19)
Holder of BTT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 130 (value 2969; 0.00% of shares outstanding; change -0.20)
Holder of BTT: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-01-31: 427334 (value 9687661; 0.01% of shares outstanding; change 0.00)
Holder of BTT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 43000 (value 964920; 0.00% of shares outstanding; change 1.00)
Holder of BTT: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 319133 (value 7161344; 0.01% of shares outstanding; change 0.00)
Holder of BTT: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 370888 (value 8322726; 0.01% of shares outstanding; change -0.21)
Holder of BTT: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 101764 (value 2283584; 0.00% of shares outstanding; change -0.21)
Holder of BTT: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 58154 (value 1304975; 0.00% of shares outstanding; change -0.40)
Holder of BTT: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 318558 (value 7148441; 0.01% of shares outstanding; change -0.21)
Holder of BTT: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 32038 (value 718932; 0.00% of shares outstanding; change -0.48)
Holder of BTT: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 81562 (value 1830251; 0.00% of shares outstanding; change -0.09)
Holder of BTT: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-04-30: 427334 (value 9589375; 0.01% of shares outstanding; change 0.00)
Holder of BTT: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 494593 (value 11192639; 0.01% of shares outstanding; change 0.01)
Holder of BTT: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 508968 (value 11629918; 0.01% of shares outstanding; change 0.03)
Holder of BTT: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 507854 (value 11396244; 0.01% of shares outstanding; change 0.00)
Holder of BTTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1511 (value 1405; 0.00% of shares outstanding; change 0.00)
Holder of BTTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1511 (value 1119; 0.00% of shares outstanding; change 0.00)
Holder of BTTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1511 (value 1349; 0.00% of shares outstanding; change 0.00)
Holder of BTU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1310395 (value 35446183; 0.01% of shares outstanding; change 0.01)
Holder of BTU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2758627 (value 74620858; 0.02% of shares outstanding; change 0.01)
Holder of BTU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1779180 (value 48126817; 0.01% of shares outstanding; change 0.02)
Holder of BTU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3847050 (value 104062699; 0.03% of shares outstanding; change 0.05)
Holder of BTU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1634688 (value 40540261; 0.01% of shares outstanding; change 0.00)
Holder of BTU: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 1615661 (value 36837069; 0.01% of shares outstanding; change -0.04)
Holder of BTU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1355741 (value 30910893; 0.01% of shares outstanding; change 0.03)
Holder of BTU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2807071 (value 64001216; 0.02% of shares outstanding; change 0.02)
Holder of BTU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1787632 (value 40758008; 0.01% of shares outstanding; change 0.00)
Holder of BTU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3885068 (value 88579547; 0.03% of shares outstanding; change 0.01)
Holder of BTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2993948 (value 80986291; 0.02% of shares outstanding; change 0.00)
Holder of BTU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3622168 (value 101782922; 0.03% of shares outstanding; change -0.10)
Holder of BTU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1634688 (value 37270885; 0.01% of shares outstanding; change 0.00)
Holder of BTU: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 6356981 (value 174181276; 0.05% of shares outstanding; change 0.10)
Holder of BTU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7447056 (value 184686983; 0.06% of shares outstanding; change 0.02)
Holder of BTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2876816 (value 64152994; 0.02% of shares outstanding; change -0.04)
Holder of BTU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3326812 (value 76117455; 0.03% of shares outstanding; change -0.08)
Holder of BTU: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 6013813 (value 137596036; 0.05% of shares outstanding; change -0.05)
Holder of BTU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7383413 (value 168341810; 0.06% of shares outstanding; change -0.01)
Holder of BTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2924012 (value 66667471; 0.02% of shares outstanding; change 0.02)
Holder of BTU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3131015 (value 71387139; 0.03% of shares outstanding; change -0.06)
Holder of BTU: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 6370854 (value 145255466; 0.05% of shares outstanding; change 0.06)
Holder of BTW.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 7724283 (value 455732697; 0.02% of shares outstanding; change 0.27)
Holder of BTW.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 4921223 (value 290352157; 0.01% of shares outstanding; change 0.00)
Holder of BTW.DE: Investment Co of America
Shares held as of 2026-03-31: 3706245 (value 220743957; 0.01% of shares outstanding; change 0.00)
Holder of BTW.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7438299 (value 438859641; 0.02% of shares outstanding; change 0.00)
Holder of BTW.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6249264 (value 368706576; 0.02% of shares outstanding; change -0.01)
Holder of BTW.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9197085 (value 542628015; 0.03% of shares outstanding; change 0.01)
Holder of BTW.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 6318410 (value 372786190; 0.02% of shares outstanding; change 1.00)
Holder of BTW.DE: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 11364506 (value 670505854; 0.03% of shares outstanding; change 0.00)
Holder of BTW.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3746491 (value 221042969; 0.01% of shares outstanding; change 0.00)
Holder of BTW.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3857481 (value 227591379; 0.01% of shares outstanding; change 0.02)
Holder of BTW.DE: Investment Co of America
Shares held as of 2026-06-30: 3706245 (value 218668455; 0.01% of shares outstanding; change 0.00)
Holder of BTX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 291973 (value 2557683; 0.00% of shares outstanding; change 1.00)
Holder of BTX: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 2869 (value 25132; 0.00% of shares outstanding; change 9.28)
Holder of BTX: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 2869 (value 26337; 0.00% of shares outstanding; change 9.28)
Holder of BTX: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 6456 (value 59266; 0.00% of shares outstanding; change 11.46)
Holder of BTX: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 111208 (value 1038682; 0.00% of shares outstanding; change -0.16)
Holder of BTX: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 29708 (value 243605; 0.00% of shares outstanding; change 0.05)
Holder of BTX: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 1081743 (value 8870292; 0.01% of shares outstanding; change -0.64)
Holder of BTX: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 152381 (value 1249524; 0.00% of shares outstanding; change -0.58)
Holder of BTX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 600000 (value 4919999; 0.01% of shares outstanding; change 1.06)
Holder of BTX: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 2022 (value 16580; 0.00% of shares outstanding; change -0.30)
Holder of BTX: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 5467 (value 44829; 0.00% of shares outstanding; change -0.15)
Holder of BTX: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 380000 (value 3115999; 0.00% of shares outstanding; change 0.03)
Holder of BTX: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 50315 (value 440759; 0.00% of shares outstanding; change 0.14)
Holder of BTX: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 71567 (value 586849; 0.00% of shares outstanding; change -0.36)
Holder of BTX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1846083 (value 16670128; 0.02% of shares outstanding; change 0.05)
Holder of BTX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1793657 (value 14367192; 0.02% of shares outstanding; change -0.03)
Holder of BTX: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 21514 (value 176414; 0.00% of shares outstanding; change 1.00)
Holder of BTX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1789706 (value 14675588; 0.02% of shares outstanding; change 0.00)
Holder of BTZ: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 28154 (value 287733; 0.00% of shares outstanding; change -0.08)
Holder of BTZ: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 16245 (value 166023; 0.00% of shares outstanding; change -0.16)
Holder of BTZ: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 12536 (value 128117; 0.00% of shares outstanding; change -0.15)
Holder of BTZ: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 8140 (value 82295; 0.00% of shares outstanding; change 0.00)
Holder of BTZ: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 64224 (value 658938; 0.00% of shares outstanding; change 0.00)
Holder of BTZ: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 290333 (value 2964299; 0.00% of shares outstanding; change 0.00)
Holder of BTZ: Guggenheim Strategic Opportunities Fund
Shares held as of 2026-02-28: 184289 (value 1881590; 0.00% of shares outstanding; change 0.00)
Holder of BTZ: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 367912 (value 3653366; 0.00% of shares outstanding; change 1.58)
Holder of BTZ: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 28301 (value 281028; 0.00% of shares outstanding; change 0.01)
Holder of BTZ: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 17671 (value 175473; 0.00% of shares outstanding; change 0.09)
Holder of BTZ: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 13638 (value 135425; 0.00% of shares outstanding; change 0.09)
Holder of BTZ: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 124475 (value 1257197; 0.00% of shares outstanding; change 0.00)
Holder of BTZ: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1157335 (value 11735377; 0.01% of shares outstanding; change 0.33)
Holder of BTZ: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 9330 (value 92646; 0.00% of shares outstanding; change 0.15)
Holder of BTZ: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 68378 (value 678993; 0.00% of shares outstanding; change 0.06)
Holder of BTZ: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 131707 (value 1346045; 0.00% of shares outstanding; change 0.06)
Holder of BTZ: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 290333 (value 2883006; 0.00% of shares outstanding; change 0.00)
Holder of BTZ: Guggenheim Strategic Opportunities Fund
Shares held as of 2026-05-31: 184289 (value 1829989; 0.00% of shares outstanding; change 0.00)
Holder of BTZ: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1124542 (value 11481573; 0.01% of shares outstanding; change -0.03)
Holder of BTZ: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 133788 (value 1328514; 0.00% of shares outstanding; change 0.02)
Holder of BTZ: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1122067 (value 11142125; 0.01% of shares outstanding; change 0.00)
Holder of BU.TO: U.S. Global Investors Fund-Global Resources Fund
Shares held as of 2023-09-30: 500000 (value 850000; 0.00% of shares outstanding; change 0.00)
Holder of BUD: ALPS SERIES TRUST-Clarkston Founders Fund
Shares held as of 2025-12-31: 355000 (value 28396449; 0.00% of shares outstanding; change 0.00)
Holder of BUD: Dodge & Cox Funds-Dodge & Cox Balanced Fund
Shares held as of 2025-12-31: 2240200 (value 179193593; 0.00% of shares outstanding; change -0.10)
Holder of BUD: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 24746585 (value 1979479281; 0.01% of shares outstanding; change -0.10)
Holder of BUD: John Hancock Varbl Insurance TRT-Fd.amental Large Cap Value TRT
Shares held as of 2025-12-31: 172338 (value 13785316; 0.00% of shares outstanding; change 0.00)
Holder of BUD: Williamsburg Investment Trust-Davenport Value & Income Fund
Shares held as of 2025-12-31: 504125 (value 40324957; 0.00% of shares outstanding; change 0.00)
Holder of BUD: -Victory Pioneer Multi-Asset Income Fund
Shares held as of 2026-01-31: 855792 (value 69096644; 0.00% of shares outstanding; change 0.00)
Holder of BUD: FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund
Shares held as of 2026-01-31: 980000 (value 79125197; 0.00% of shares outstanding; change 0.00)
Holder of BUD: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 1241500 (value 100238707; 0.00% of shares outstanding; change 0.00)
Holder of BUD: -Victory Pioneer Global Equity Fund
Shares held as of 2026-02-28: 115422 (value 9425360; 0.00% of shares outstanding; change 0.04)
Holder of BUD: Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF
Shares held as of 2026-03-31: 225000 (value 18373500; 0.00% of shares outstanding; change 1.00)
Holder of BUD: Dodge & Cox Funds-Dodge & Cox Balanced Fund
Shares held as of 2026-03-31: 1973100 (value 161123353; 0.00% of shares outstanding; change -0.12)
Holder of BUD: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 22149085 (value 1808694362; 0.01% of shares outstanding; change -0.11)
Holder of BUD: John Hancock Varbl Insurance TRT-Fd.amental Large Cap Value TRT
Shares held as of 2026-03-31: 106686 (value 8790926; 0.00% of shares outstanding; change -0.38)
Holder of BUD: Williamsburg Investment Trust-Davenport Value & Income Fund
Shares held as of 2026-03-31: 451227 (value 36847198; 0.00% of shares outstanding; change -0.10)
Holder of BUD: World Funds Trust-The Cook & Bynum Fund
Shares held as of 2026-03-31: 128304 (value 10477305; 0.00% of shares outstanding; change 0.00)
Holder of BUD: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 153786 (value 12750397; 0.00% of shares outstanding; change 0.03)
Holder of BUD: FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund
Shares held as of 2026-04-30: 980000 (value 80026803; 0.00% of shares outstanding; change 0.00)
Holder of BUD: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 462119 (value 38314287; 0.00% of shares outstanding; change -0.07)
Holder of BUD: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 161888 (value 13043316; 0.00% of shares outstanding; change 0.05)
Holder of BUD: Fidelity Contrafund
Shares held as of 2026-05-31: 195700 (value 15980862; 0.00% of shares outstanding; change 0.97)
Holder of BUD: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 396754 (value 31966469; 0.00% of shares outstanding; change -0.14)
Holder of BUD: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 166416 (value 13589531; 0.00% of shares outstanding; change 0.03)
Holder of BUD: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 387297 (value 31626674; 0.00% of shares outstanding; change -0.02)
Holder of BUDA: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 377 (value 3396; 0.00% of shares outstanding; change 1.00)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 13709 (value 110357; 0.00% of shares outstanding; change 1.00)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3655 (value 29422; 0.00% of shares outstanding; change 1.00)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2003 (value 16124; 0.00% of shares outstanding; change 1.00)
Holder of BUDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 33370 (value 300663; 0.00% of shares outstanding; change 1.00)
Holder of BUDA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 7207 (value 58016; 0.00% of shares outstanding; change 1.00)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 13659 (value 116238; 0.00% of shares outstanding; change 0.00)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3655 (value 31104; 0.00% of shares outstanding; change 0.00)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2003 (value 17045; 0.00% of shares outstanding; change 0.00)
Holder of BUDA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 8458 (value 89654; 0.00% of shares outstanding; change 0.17)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 13659 (value 123067; 0.00% of shares outstanding; change 0.00)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3655 (value 32931; 0.00% of shares outstanding; change 0.00)
Holder of BUDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2003 (value 18047; 0.00% of shares outstanding; change 0.00)
Holder of BUDA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 8348 (value 75215; 0.00% of shares outstanding; change -0.01)
Holder of BUI: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 17201 (value 479391; 0.00% of shares outstanding; change 1.00)
Holder of BUI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 20538 (value 561098; 0.00% of shares outstanding; change 1.00)
Holder of BUI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 179471 (value 5105950; 0.01% of shares outstanding; change 0.18)
Holder of BUI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 21278 (value 604082; 0.00% of shares outstanding; change 0.04)
Holder of BUI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 174355 (value 4859273; 0.01% of shares outstanding; change -0.03)
Holder of BUI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 20956 (value 584043; 0.00% of shares outstanding; change -0.02)
Holder of BUI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 173968 (value 4848488; 0.01% of shares outstanding; change 0.00)
Holder of BULL: -Nicholas Crypto Income ETF
Shares held as of 2026-01-31: 732441 (value 5185682; 0.00% of shares outstanding; change 1.00)
Holder of BULL: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 687356 (value 4866480; 0.00% of shares outstanding; change 1.00)
Holder of BULL: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 515117 (value 3858226; 0.00% of shares outstanding; change 1.00)
Holder of BULL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2674942 (value 18938589; 0.01% of shares outstanding; change 0.01)
Holder of BULL: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 1353027 (value 10134171; 0.00% of shares outstanding; change 1.00)
Holder of BULL: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 1101926 (value 8253425; 0.00% of shares outstanding; change -0.32)
Holder of BULL: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1163951 (value 8717992; 0.00% of shares outstanding; change 1.00)
Holder of BULL: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 449457 (value 3249574; 0.00% of shares outstanding; change -0.03)
Holder of BULL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 6806360 (value 43560704; 0.02% of shares outstanding; change 0.02)
Holder of BULL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 2061136 (value 13191270; 0.00% of shares outstanding; change 0.00)
Holder of BULL: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-04-30: 425375 (value 2382099; 0.00% of shares outstanding; change -0.03)
Holder of BULL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2743495 (value 20548776; 0.01% of shares outstanding; change 0.03)
Holder of BULL: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 610025 (value 4569087; 0.00% of shares outstanding; change -0.11)
Holder of BULL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6575655 (value 47147446; 0.01% of shares outstanding; change -0.03)
Holder of BULL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 2056754 (value 14746926; 0.00% of shares outstanding; change 0.00)
Holder of BULL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 876385 (value 6345027; 0.00% of shares outstanding; change 17.54)
Holder of BULL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6638080 (value 49719217; 0.01% of shares outstanding; change 0.01)
Holder of BULL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 2093208 (value 15678127; 0.00% of shares outstanding; change 0.02)
Holder of BULL: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 628391 (value 4706648; 0.00% of shares outstanding; change 0.41)
Holder of BULL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1429303 (value 10705479; 0.00% of shares outstanding; change 0.63)
Holder of BUR: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2025-12-31: 2437894 (value 11311827; 0.01% of shares outstanding; change -0.03)
Holder of BUR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 4872054 (value 22070405; 0.02% of shares outstanding; change 0.00)
Holder of BUR: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 998740 (value 4524292; 0.00% of shares outstanding; change -0.15)
Holder of BUR: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 849805 (value 3849616; 0.00% of shares outstanding; change -0.04)
Holder of BUR: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 3497357 (value 14479057; 0.02% of shares outstanding; change 0.03)
Holder of BUR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1972228 (value 8934193; 0.01% of shares outstanding; change 0.01)
Holder of BUR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 997097 (value 4127981; 0.00% of shares outstanding; change 0.01)
Holder of BUR: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 3080730 (value 12754221; 0.01% of shares outstanding; change 0.26)
Holder of BUR: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 879700 (value 3641957; 0.00% of shares outstanding; change 0.10)
Holder of BUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4953400 (value 22983775; 0.02% of shares outstanding; change 0.00)
Holder of BUR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 4359943 (value 17090976; 0.02% of shares outstanding; change -0.11)
Holder of BUR: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 4359943 (value 18050163; 0.02% of shares outstanding; change -0.11)
Holder of BUR: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 847688 (value 3509428; 0.00% of shares outstanding; change -0.15)
Holder of BUR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 916493 (value 3794280; 0.00% of shares outstanding; change 0.13)
Holder of BUR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1997919 (value 8271384; 0.01% of shares outstanding; change 0.01)
Holder of BUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4759542 (value 20275650; 0.02% of shares outstanding; change -0.04)
Holder of BUR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1045469 (value 4453698; 0.00% of shares outstanding; change 0.00)
Holder of BUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4804804 (value 19891887; 0.02% of shares outstanding; change 0.01)
Holder of BUR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1066587 (value 4415670; 0.00% of shares outstanding; change 0.02)
Holder of BUR.L: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 4872054 (value 1613624344; 0.02% of shares outstanding; change 0.00)
Holder of BUR.L: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 998740 (value 330782700; 0.00% of shares outstanding; change -0.15)
Holder of BUR.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 849805 (value 281455426; 0.00% of shares outstanding; change -0.04)
Holder of BUR.L: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 3497357 (value 1142936224; 0.02% of shares outstanding; change 0.03)
Holder of BUR.L: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1972228 (value 653201937; 0.01% of shares outstanding; change 0.01)
Holder of BUR.L: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 997097 (value 325851287; 0.00% of shares outstanding; change 0.01)
Holder of BUR.L: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 3080730 (value 1006782526; 0.01% of shares outstanding; change 0.26)
Holder of BUR.L: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 879700 (value 287485949; 0.00% of shares outstanding; change 0.10)
Holder of BUR.L: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 4359943 (value 1307982900; 0.02% of shares outstanding; change -0.11)
Holder of BUR.L: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 4359943 (value 1424829319; 0.02% of shares outstanding; change -0.11)
Holder of BUR.L: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 847688 (value 277024428; 0.00% of shares outstanding; change -0.15)
Holder of BUR.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 916493 (value 299509901; 0.00% of shares outstanding; change 0.13)
Holder of BUR.L: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1997919 (value 652919904; 0.01% of shares outstanding; change 0.01)
Holder of BUR.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4759542 (value 1516390110; 0.02% of shares outstanding; change -0.04)
Holder of BUR.L: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1045469 (value 333086429; 0.00% of shares outstanding; change 0.00)
Holder of BUR.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4804804 (value 1570209888; 0.02% of shares outstanding; change 0.01)
Holder of BUR.L: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1066587 (value 348560618; 0.00% of shares outstanding; change 0.02)
Holder of BURL: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF
Shares held as of 2025-12-31: 957547 (value 310082432; 0.02% of shares outstanding; change 0.00)
Holder of BURL: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 1242700 (value 402423524; 0.02% of shares outstanding; change 0.19)
Holder of BURL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 714014 (value 231219144; 0.01% of shares outstanding; change 1.00)
Holder of BURL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1970010 (value 637948311; 0.03% of shares outstanding; change -0.01)
Holder of BURL: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 792368 (value 277305029; 0.01% of shares outstanding; change 0.06)
Holder of BURL: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 1689913 (value 591418854; 0.03% of shares outstanding; change 0.26)
Holder of BURL: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1184063 (value 414386529; 0.02% of shares outstanding; change -0.11)
Holder of BURL: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 4087695 (value 1430570624; 0.06% of shares outstanding; change 0.00)
Holder of BURL: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF
Shares held as of 2026-03-31: 813850 (value 284823085; 0.01% of shares outstanding; change -0.15)
Holder of BURL: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1241700 (value 434557750; 0.02% of shares outstanding; change 0.00)
Holder of BURL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 694095 (value 242912427; 0.01% of shares outstanding; change 0.03)
Holder of BURL: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 679530 (value 220052190; 0.01% of shares outstanding; change -0.01)
Holder of BURL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 725502 (value 253903935; 0.01% of shares outstanding; change 0.02)
Holder of BURL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1994572 (value 698040365; 0.03% of shares outstanding; change 0.01)
Holder of BURL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2100339 (value 707709251; 0.03% of shares outstanding; change 0.02)
Holder of BURL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2109377 (value 738218671; 0.03% of shares outstanding; change 0.00)
Holder of BURU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 139702 (value 24797; 0.00% of shares outstanding; change 0.40)
Holder of BURU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4014564 (value 712585; 0.02% of shares outstanding; change 1.00)
Holder of BURU: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 49142 (value 8722; 0.00% of shares outstanding; change 1.00)
Holder of BURU: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 41083 (value 7292; 0.00% of shares outstanding; change 1.00)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 667786 (value 106845; 0.00% of shares outstanding; change 4.13)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 129474 (value 20715; 0.00% of shares outstanding; change 3.00)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 93936 (value 15029; 0.00% of shares outstanding; change 1.50)
Holder of BURU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1521169 (value 110588; 0.00% of shares outstanding; change 9.89)
Holder of BURU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4014560 (value 291858; 0.01% of shares outstanding; change 0.00)
Holder of BURU: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 568623 (value 41338; 0.00% of shares outstanding; change 10.57)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 665356 (value 85232; 0.00% of shares outstanding; change 0.00)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 129474 (value 16585; 0.00% of shares outstanding; change 0.00)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 93936 (value 12033; 0.00% of shares outstanding; change 0.00)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 595926 (value 43323; 0.00% of shares outstanding; change -0.10)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 129474 (value 9412; 0.00% of shares outstanding; change 0.00)
Holder of BURU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 93936 (value 6829; 0.00% of shares outstanding; change 0.00)
Holder of BUSE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 954342 (value 26120341; 0.01% of shares outstanding; change 0.00)
Holder of BUSE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2635653 (value 72137824; 0.03% of shares outstanding; change -0.03)
Holder of BUSE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1127381 (value 31825965; 0.01% of shares outstanding; change -0.06)
Holder of BUSE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 633954 (value 17896521; 0.01% of shares outstanding; change -0.04)
Holder of BUSE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 512807 (value 15127806; 0.01% of shares outstanding; change 0.00)
Holder of BUSE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 831650 (value 23477479; 0.01% of shares outstanding; change 0.01)
Holder of BUSE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 973538 (value 29060109; 0.01% of shares outstanding; change 0.02)
Holder of BUSE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2564634 (value 76554325; 0.03% of shares outstanding; change -0.03)
Holder of BUSE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2075670 (value 56811089; 0.02% of shares outstanding; change 0.00)
Holder of BUSE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 722292 (value 19769132; 0.01% of shares outstanding; change 0.00)
Holder of BUSE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1285849 (value 35463715; 0.02% of shares outstanding; change 0.29)
Holder of BUSE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1170908 (value 34951604; 0.01% of shares outstanding; change 0.04)
Holder of BUSE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 633954 (value 18923527; 0.01% of shares outstanding; change 0.00)
Holder of BUSE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 512830 (value 15205409; 0.01% of shares outstanding; change 0.00)
Holder of BUSE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 840593 (value 25091701; 0.01% of shares outstanding; change 0.01)
Holder of BUSE: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 649903 (value 18707457; 0.01% of shares outstanding; change 0.05)
Holder of BUSE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1994404 (value 59134077; 0.02% of shares outstanding; change -0.04)
Holder of BUSE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 714042 (value 21171345; 0.01% of shares outstanding; change -0.01)
Holder of BUSE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1536547 (value 44052802; 0.02% of shares outstanding; change 0.20)
Holder of BUSE: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 602692 (value 17279179; 0.01% of shares outstanding; change -0.07)
Holder of BUSE: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 580555 (value 17329566; 0.01% of shares outstanding; change 1.00)