speb/financial-data huggingface dataset:
Holder of BNTX: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 2272437 (value 202996801; 0.01% of shares outstanding; change 0.57)
Holder of BNTX: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1019300 (value 91054070; 0.00% of shares outstanding; change 0.00)
Holder of BNTX: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 2189120 (value 195554093; 0.01% of shares outstanding; change 0.00)
Holder of BNTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 599506 (value 57522598; 0.00% of shares outstanding; change 0.17)
Holder of BNTX: Fidelity Contrafund
Shares held as of 2026-04-30: 2550522 (value 237326079; 0.01% of shares outstanding; change 0.25)
Holder of BNTX: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-04-30: 558288 (value 51948700; 0.00% of shares outstanding; change 0.26)
Holder of BNTX: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-04-30: 546500 (value 50851826; 0.00% of shares outstanding; change 0.00)
Holder of BNTX: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-04-30: 787861 (value 69394798; 0.00% of shares outstanding; change -0.02)
Holder of BNTX: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 919146 (value 82107313; 0.00% of shares outstanding; change 0.00)
Holder of BNTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 596077 (value 58144329; 0.00% of shares outstanding; change -0.01)
Holder of BNTX: Fidelity Contrafund
Shares held as of 2026-05-31: 2550522 (value 227838134; 0.01% of shares outstanding; change 0.00)
Holder of BNTX: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-05-31: 553965 (value 49485694; 0.00% of shares outstanding; change -0.01)
Holder of BNTX: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-05-31: 660800 (value 59029265; 0.00% of shares outstanding; change 0.21)
Holder of BNTX: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-05-31: 808873 (value 72256626; 0.00% of shares outstanding; change 0.03)
Holder of BNTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 595954 (value 53236571; 0.00% of shares outstanding; change 0.00)
Holder of BNY: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 19000524 (value 2649242922; 0.03% of shares outstanding; change -0.28)
Holder of BNY: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2025-12-31: 6437568 (value 897590059; 0.01% of shares outstanding; change -0.04)
Holder of BNY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 17583964 (value 2451731971; 0.03% of shares outstanding; change 0.01)
Holder of BNY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 21896518 (value 3053031344; 0.03% of shares outstanding; change -0.01)
Holder of BNY: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 6979377 (value 1002447952; 0.01% of shares outstanding; change -0.07)
Holder of BNY: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 7297365 (value 1159624298; 0.01% of shares outstanding; change -0.03)
Holder of BNY: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 17325624 (value 2753214973; 0.03% of shares outstanding; change -0.09)
Holder of BNY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8789298 (value 1225491755; 0.01% of shares outstanding; change -0.01)
Holder of BNY: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2026-03-31: 5929889 (value 942318682; 0.01% of shares outstanding; change -0.08)
Holder of BNY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 17487023 (value 2778862888; 0.03% of shares outstanding; change -0.01)
Holder of BNY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21809959 (value 3465820664; 0.03% of shares outstanding; change 0.00)
Holder of BNY: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 6352833 (value 1009528715; 0.01% of shares outstanding; change -0.01)
Holder of BNY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 8819609 (value 1266760483; 0.01% of shares outstanding; change 0.00)
Holder of BNY: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 6465056 (value 1027362072; 0.01% of shares outstanding; change -0.07)
Holder of BNY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8212004 (value 1182364300; 0.01% of shares outstanding; change 0.03)
Holder of BNY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8902061 (value 1305220140; 0.01% of shares outstanding; change 0.01)
Holder of BNY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 8807368 (value 1399578881; 0.01% of shares outstanding; change 0.00)
Holder of BNY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8292404 (value 1245684939; 0.01% of shares outstanding; change 0.01)
Holder of BNY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9067685 (value 1440945856; 0.01% of shares outstanding; change 0.02)
Holder of BNY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8295826 (value 1318289740; 0.01% of shares outstanding; change 0.00)
Holder of BNZI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 527 (value 2044; 0.00% of shares outstanding; change 0.00)
Holder of BNZI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 7356 (value 22141; 0.01% of shares outstanding; change 4.25)
Holder of BNZI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 830 (value 2498; 0.00% of shares outstanding; change 3.37)
Holder of BNZI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 12663 (value 27858; 0.00% of shares outstanding; change 23.03)
Holder of BNZI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 146585 (value 442686; 0.10% of shares outstanding; change 18.93)
Holder of BNZI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 16595 (value 50116; 0.01% of shares outstanding; change 18.99)
Holder of BNZI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5115 (value 11253; 0.00% of shares outstanding; change -0.97)
Holder of BNZI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 829 (value 1823; 0.00% of shares outstanding; change -0.95)
Holder of BNZL.L: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 2413475 (value 5550992500; 0.01% of shares outstanding; change -0.05)
Holder of BNZL.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 4258251 (value 9793977300; 0.01% of shares outstanding; change 0.20)
Holder of BNZL.L: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2025-12-31: 3391140 (value 7799622000; 0.01% of shares outstanding; change 0.09)
Holder of BNZL.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3031576 (value 6972624800; 0.01% of shares outstanding; change 0.01)
Holder of BNZL.L: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-01-31: 2326724 (value 5756315176; 0.01% of shares outstanding; change -0.36)
Holder of BNZL.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 3224047 (value 7415308100; 0.01% of shares outstanding; change 0.00)
Holder of BNZL.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 3210750 (value 7384725000; 0.01% of shares outstanding; change 0.00)
Holder of BNZL.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4725972 (value 12429306360; 0.01% of shares outstanding; change 0.00)
Holder of BNZL.L: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 2920422 (value 8054523876; 0.01% of shares outstanding; change -0.01)
Holder of BNZL.L: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 2359989 (value 6508849662; 0.01% of shares outstanding; change -0.02)
Holder of BNZL.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 3967345 (value 10941937510; 0.01% of shares outstanding; change -0.07)
Holder of BNZL.L: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2026-03-31: 2967533 (value 8184456014; 0.01% of shares outstanding; change -0.12)
Holder of BNZL.L: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 7228018 (value 19934873644; 0.02% of shares outstanding; change 0.13)
Holder of BNZL.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 3162115 (value 7823072510; 0.01% of shares outstanding; change -0.02)
Holder of BNZL.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 3210750 (value 7943395500; 0.01% of shares outstanding; change 0.00)
Holder of BNZL.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3106211 (value 8566929938; 0.01% of shares outstanding; change 0.02)
Holder of BNZL.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 3156668 (value 8706090344; 0.01% of shares outstanding; change 0.00)
Holder of BNZL.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 3207060 (value 8845071480; 0.01% of shares outstanding; change 0.00)
Holder of BNZL.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4702373 (value 12969144734; 0.01% of shares outstanding; change -0.01)
Holder of BNZL.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2283710 (value 6083803440; 0.01% of shares outstanding; change 0.00)
Holder of BNZL.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2338223 (value 6448819034; 0.01% of shares outstanding; change 0.02)
Holder of BOBS: BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd.
Shares held as of 2026-02-28: 407479 (value 6157007; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund
Shares held as of 2026-02-28: 218200 (value 2967520; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 234100 (value 3183760; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-02-28: 285200 (value 3835939; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd.
Shares held as of 2026-03-31: 420300 (value 6350732; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-03-31: 760700 (value 10345520; 0.01% of shares outstanding; change 0.19)
Holder of BOBS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 976402 (value 11999980; 0.01% of shares outstanding; change 20.13)
Holder of BOBS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 297200 (value 4041920; 0.00% of shares outstanding; change 0.00)
Holder of BOBS: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 514109 (value 7768186; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 448828 (value 6781790; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 633793 (value 9576612; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 433999 (value 6557724; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-04-30: 364500 (value 5507594; 0.00% of shares outstanding; change 0.28)
Holder of BOBS: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-04-30: 760700 (value 12034273; 0.01% of shares outstanding; change 0.00)
Holder of BOBS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1030987 (value 16310214; 0.01% of shares outstanding; change 0.06)
Holder of BOBS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 294788 (value 3964898; 0.00% of shares outstanding; change -0.01)
Holder of BOBS: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 289969 (value 3900082; 0.00% of shares outstanding; change -0.03)
Holder of BOBS: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-04-30: 330746 (value 4997571; 0.00% of shares outstanding; change 1.00)
Holder of BOBS: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-05-31: 760700 (value 11494176; 0.01% of shares outstanding; change 0.00)
Holder of BOBS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1304223 (value 19706809; 0.01% of shares outstanding; change 0.27)
Holder of BOBS: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 979994 (value 16062101; 0.01% of shares outstanding; change 0.91)
Holder of BOC: Fenimore Asset Management Trust-FAM Small Cap Fund
Shares held as of 2025-12-31: 718195 (value 9250351; 0.02% of shares outstanding; change 0.00)
Holder of BOC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 240383 (value 3096133; 0.01% of shares outstanding; change -0.01)
Holder of BOC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 789211 (value 10165037; 0.03% of shares outstanding; change -0.06)
Holder of BOC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 395674 (value 5199156; 0.01% of shares outstanding; change 0.00)
Holder of BOC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 211022 (value 2772829; 0.01% of shares outstanding; change -0.06)
Holder of BOC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 168379 (value 2296689; 0.01% of shares outstanding; change -0.11)
Holder of BOC: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 135002 (value 1773926; 0.00% of shares outstanding; change 0.06)
Holder of BOC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 212388 (value 2790778; 0.01% of shares outstanding; change 0.01)
Holder of BOC: Fenimore Asset Management Trust-FAM Small Cap Fund
Shares held as of 2026-03-31: 703635 (value 9998653; 0.02% of shares outstanding; change -0.02)
Holder of BOC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 240383 (value 3415842; 0.01% of shares outstanding; change 0.00)
Holder of BOC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 789211 (value 11214688; 0.03% of shares outstanding; change 0.00)
Holder of BOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 529526 (value 6820294; 0.02% of shares outstanding; change 0.02)
Holder of BOC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 172573 (value 2222740; 0.01% of shares outstanding; change 0.00)
Holder of BOC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 135323 (value 1845805; 0.00% of shares outstanding; change 0.01)
Holder of BOC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 412866 (value 5866825; 0.01% of shares outstanding; change 0.04)
Holder of BOC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 198233 (value 2816890; 0.01% of shares outstanding; change -0.06)
Holder of BOC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 135672 (value 1927899; 0.00% of shares outstanding; change -0.19)
Holder of BOC: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 155754 (value 2213264; 0.01% of shares outstanding; change 0.15)
Holder of BOC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 214677 (value 3050560; 0.01% of shares outstanding; change 0.01)
Holder of BOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 508869 (value 7678833; 0.02% of shares outstanding; change -0.04)
Holder of BOC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 170608 (value 2574474; 0.01% of shares outstanding; change -0.01)
Holder of BOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 513692 (value 7299563; 0.02% of shares outstanding; change 0.01)
Holder of BOC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 172049 (value 2444816; 0.01% of shares outstanding; change 0.01)
Holder of BODI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 29419 (value 321843; 0.01% of shares outstanding; change 0.00)
Holder of BODI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 86477 (value 946058; 0.02% of shares outstanding; change 0.00)
Holder of BODI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 1105 (value 9679; 0.00% of shares outstanding; change 1.00)
Holder of BODI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 1976 (value 17309; 0.00% of shares outstanding; change 0.00)
Holder of BODI: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 1730 (value 15154; 0.00% of shares outstanding; change 0.00)
Holder of BODI: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 6109 (value 66588; 0.00% of shares outstanding; change 0.00)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 19025 (value 193674; 0.00% of shares outstanding; change 0.06)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3824 (value 38928; 0.00% of shares outstanding; change 1.00)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4811 (value 48975; 0.00% of shares outstanding; change 0.10)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4611 (value 46939; 0.00% of shares outstanding; change 0.00)
Holder of BODI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 34521 (value 376278; 0.01% of shares outstanding; change 0.17)
Holder of BODI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 86477 (value 942599; 0.02% of shares outstanding; change 0.00)
Holder of BODI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 2115 (value 23053; 0.00% of shares outstanding; change 0.91)
Holder of BODI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 3293 (value 35893; 0.00% of shares outstanding; change 1.00)
Holder of BODI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 1976 (value 21538; 0.00% of shares outstanding; change 0.00)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 17857 (value 182498; 0.00% of shares outstanding; change -0.06)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3824 (value 39081; 0.00% of shares outstanding; change 0.00)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4811 (value 49168; 0.00% of shares outstanding; change 0.00)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6762 (value 69107; 0.00% of shares outstanding; change 0.47)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 17308 (value 188657; 0.00% of shares outstanding; change -0.03)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3824 (value 41681; 0.00% of shares outstanding; change 0.00)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4811 (value 52439; 0.00% of shares outstanding; change 0.00)
Holder of BODI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 6762 (value 73705; 0.00% of shares outstanding; change 0.00)
Holder of BOE: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 253 (value 3056; 0.00% of shares outstanding; change -0.20)
Holder of BOE: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 21332 (value 257690; 0.00% of shares outstanding; change 0.09)
Holder of BOE: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 12250 (value 147979; 0.00% of shares outstanding; change 0.00)
Holder of BOE: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 5171 (value 62465; 0.00% of shares outstanding; change 0.00)
Holder of BOE: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 10756 (value 129932; 0.00% of shares outstanding; change 0.00)
Holder of BOE: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 917 (value 10893; 0.00% of shares outstanding; change -0.29)
Holder of BOE: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 6259 (value 74356; 0.00% of shares outstanding; change 0.00)
Holder of BOE: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 45950 (value 555995; 0.00% of shares outstanding; change 0.00)
Holder of BOE: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 447071 (value 5324615; 0.01% of shares outstanding; change -0.50)
Holder of BOE: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 73 (value 869; 0.00% of shares outstanding; change -0.35)
Holder of BOE: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 199 (value 2370; 0.00% of shares outstanding; change -0.21)
Holder of BOE: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 21332 (value 254064; 0.00% of shares outstanding; change 0.00)
Holder of BOE: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 13337 (value 158843; 0.00% of shares outstanding; change 0.09)
Holder of BOE: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 5822 (value 69340; 0.00% of shares outstanding; change 0.13)
Holder of BOE: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 10756 (value 128103; 0.00% of shares outstanding; change 0.00)
Holder of BOE: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 767004 (value 9150357; 0.01% of shares outstanding; change 0.06)
Holder of BOE: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 7041 (value 83858; 0.00% of shares outstanding; change 0.12)
Holder of BOE: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 51606 (value 614627; 0.00% of shares outstanding; change 0.12)
Holder of BOE: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 745256 (value 8898356; 0.01% of shares outstanding; change -0.03)
Holder of BOE: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 743618 (value 8856490; 0.01% of shares outstanding; change 0.00)
Holder of BOF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 90043 (value 310648; 0.01% of shares outstanding; change 0.46)
Holder of BOF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 277497 (value 957364; 0.02% of shares outstanding; change 1.00)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 58034 (value 218207; 0.00% of shares outstanding; change 0.29)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 14043 (value 52801; 0.00% of shares outstanding; change 0.08)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11714 (value 44044; 0.00% of shares outstanding; change 0.00)
Holder of BOF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 94719 (value 374140; 0.01% of shares outstanding; change 0.05)
Holder of BOF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 277497 (value 1096113; 0.02% of shares outstanding; change 0.00)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 57823 (value 265985; 0.00% of shares outstanding; change 0.00)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3141 (value 14448; 0.00% of shares outstanding; change 1.00)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 14043 (value 64597; 0.00% of shares outstanding; change 0.00)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11714 (value 53884; 0.00% of shares outstanding; change 0.00)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 53984 (value 213236; 0.00% of shares outstanding; change -0.07)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3141 (value 12406; 0.00% of shares outstanding; change 0.00)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 14043 (value 55469; 0.00% of shares outstanding; change 0.00)
Holder of BOF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11714 (value 46270; 0.00% of shares outstanding; change 0.00)
Holder of BOGO.V: U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund
Shares held as of 2026-03-31: 1000000 (value 790000; 0.01% of shares outstanding; change 0.00)
Holder of BOGO.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 75000 (value 59250; 0.00% of shares outstanding; change 0.00)
Holder of BOH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 428604 (value 32831065; 0.01% of shares outstanding; change 0.00)
Holder of BOH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 902010 (value 69093964; 0.02% of shares outstanding; change -0.04)
Holder of BOH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 582120 (value 44590391; 0.01% of shares outstanding; change -0.04)
Holder of BOH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1263760 (value 96804014; 0.03% of shares outstanding; change 0.00)
Holder of BOH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 386658 (value 30101324; 0.01% of shares outstanding; change 0.01)
Holder of BOH: SmallCap World Fund Inc
Shares held as of 2026-03-31: 368997 (value 31678391; 0.01% of shares outstanding; change 1.00)
Holder of BOH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 443808 (value 37266558; 0.01% of shares outstanding; change 0.04)
Holder of BOH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 915489 (value 76873612; 0.02% of shares outstanding; change 0.01)
Holder of BOH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 582285 (value 48894472; 0.01% of shares outstanding; change 0.00)
Holder of BOH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1278221 (value 107332218; 0.03% of shares outstanding; change 0.01)
Holder of BOH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 954864 (value 73142580; 0.02% of shares outstanding; change -0.02)
Holder of BOH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 844372 (value 65067304; 0.02% of shares outstanding; change 0.07)
Holder of BOH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 390702 (value 32807247; 0.01% of shares outstanding; change 0.01)
Holder of BOH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 556398 (value 44650939; 0.01% of shares outstanding; change 0.05)
Holder of BOH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2361026 (value 183805870; 0.06% of shares outstanding; change 0.00)
Holder of BOH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 940033 (value 77768933; 0.02% of shares outstanding; change -0.02)
Holder of BOH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 925802 (value 75337137; 0.02% of shares outstanding; change 0.10)
Holder of BOH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 514967 (value 41905439; 0.01% of shares outstanding; change -0.07)
Holder of BOH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2361026 (value 198255356; 0.06% of shares outstanding; change 0.00)
Holder of BOH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 940033 (value 78934572; 0.02% of shares outstanding; change 0.00)
Holder of BOH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 994633 (value 83519334; 0.03% of shares outstanding; change 0.07)
Holder of BOH: Capital Income Builder
Shares held as of 2026-06-30: 905499 (value 76034752; 0.02% of shares outstanding; change 2.04)
Holder of BOH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 662374 (value 55619545; 0.02% of shares outstanding; change 0.29)
Holder of BOKF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 237827 (value 30451367; 0.00% of shares outstanding; change 0.00)
Holder of BOKF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 501826 (value 64253797; 0.01% of shares outstanding; change -0.05)
Holder of BOKF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 323891 (value 41471001; 0.01% of shares outstanding; change -0.04)
Holder of BOKF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 698740 (value 89466664; 0.01% of shares outstanding; change 0.00)
Holder of BOKF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 331861 (value 43251444; 0.01% of shares outstanding; change 0.00)
Holder of BOKF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 450624 (value 58729826; 0.01% of shares outstanding; change 0.00)
Holder of BOKF: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 350719 (value 48707856; 0.01% of shares outstanding; change 0.00)
Holder of BOKF: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 250658 (value 34811384; 0.00% of shares outstanding; change 0.06)
Holder of BOKF: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 513593 (value 73074011; 0.01% of shares outstanding; change 0.02)
Holder of BOKF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 236506 (value 30823827; 0.00% of shares outstanding; change -0.01)
Holder of BOKF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 419953 (value 59750912; 0.01% of shares outstanding; change -0.16)
Holder of BOKF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 267343 (value 38037561; 0.00% of shares outstanding; change -0.17)
Holder of BOKF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 577061 (value 82104238; 0.01% of shares outstanding; change -0.17)
Holder of BOKF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 339852 (value 48354142; 0.01% of shares outstanding; change 0.02)
Holder of BOKF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 450624 (value 64114782; 0.01% of shares outstanding; change 0.00)
Holder of BOKF: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 350985 (value 49938145; 0.01% of shares outstanding; change 0.00)
Holder of BOKF: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 256621 (value 36512035; 0.00% of shares outstanding; change 0.02)
Holder of BOKF: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 236909 (value 33707412; 0.00% of shares outstanding; change 0.04)
Holder of BOKF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 452445 (value 60903621; 0.01% of shares outstanding; change 0.05)
Holder of BOKF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 418682 (value 56928192; 0.01% of shares outstanding; change -0.07)
Holder of BOKF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 486908 (value 69277269; 0.01% of shares outstanding; change 0.16)
Holder of BOL.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6520069 (value 35795177; 0.00% of shares outstanding; change 0.02)
Holder of BOL.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 10007320 (value 40589692; 0.00% of shares outstanding; change 0.00)
Holder of BOL.PA: AMG Funds-AMG Yacktman Focused Fund
Shares held as of 2026-03-31: 41000000 (value 167853994; 0.01% of shares outstanding; change 0.00)
Holder of BOL.PA: AMG Funds-AMG Yacktman Fund
Shares held as of 2026-03-31: 88500000 (value 362318987; 0.03% of shares outstanding; change 0.00)
Holder of BOL.PA: AMG Funds-AMG Yacktman Global Fund
Shares held as of 2026-03-31: 3500000 (value 14328999; 0.00% of shares outstanding; change 0.25)
Holder of BOL.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6723513 (value 27526061; 0.00% of shares outstanding; change 0.03)
Holder of BOL.PA: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 1793750 (value 7343612; 0.00% of shares outstanding; change 0.00)
Holder of BOL.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2607299 (value 10575205; 0.00% of shares outstanding; change 0.01)
Holder of BOL.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9956935 (value 40763690; 0.00% of shares outstanding; change -0.01)
Holder of BOL.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4886921 (value 20007053; 0.00% of shares outstanding; change 0.01)
Holder of BOL.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 2476359 (value 13657119; 0.00% of shares outstanding; change 0.00)
Holder of BOL.PA: iShares Trust-iShares MSCI EAFE Min Vol Factor ETF
Shares held as of 2026-04-30: 1899782 (value 10477297; 0.00% of shares outstanding; change 0.01)
Holder of BOL.PA: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 1843373 (value 10166201; 0.00% of shares outstanding; change 0.00)
Holder of BOL.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2638696 (value 10802821; 0.00% of shares outstanding; change 0.01)
Holder of BOL.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 2476359 (value 10138213; 0.00% of shares outstanding; change 0.00)
Holder of BOL.PA: iShares Trust-iShares MSCI EAFE Min Vol Factor ETF
Shares held as of 2026-05-31: 1887563 (value 7727682; 0.00% of shares outstanding; change -0.01)
Holder of BOLD: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 54577 (value 79136; 0.00% of shares outstanding; change -0.07)
Holder of BOLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 152011 (value 220415; 0.01% of shares outstanding; change 1.64)
Holder of BOLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 445181 (value 645512; 0.02% of shares outstanding; change 0.00)
Holder of BOLD: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 50500 (value 129784; 0.00% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 82957 (value 117798; 0.00% of shares outstanding; change 0.23)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 15411 (value 21883; 0.00% of shares outstanding; change 0.41)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8946 (value 12703; 0.00% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 900270 (value 1278383; 0.04% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 227969 (value 323715; 0.01% of shares outstanding; change -0.01)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 233616 (value 331734; 0.01% of shares outstanding; change 0.00)
Holder of BOLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 152011 (value 390668; 0.01% of shares outstanding; change 0.00)
Holder of BOLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 445181 (value 1144115; 0.02% of shares outstanding; change 0.00)
Holder of BOLD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 42438 (value 60261; 0.00% of shares outstanding; change -0.01)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 82655 (value 206637; 0.00% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 15411 (value 38527; 0.00% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8946 (value 22365; 0.00% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 900270 (value 2250675; 0.04% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 227239 (value 568097; 0.01% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 221416 (value 553540; 0.01% of shares outstanding; change -0.05)
Holder of BOLD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 42717 (value 104656; 0.00% of shares outstanding; change 0.01)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 82655 (value 212423; 0.00% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 15411 (value 39606; 0.00% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8946 (value 22991; 0.00% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 900270 (value 2313693; 0.04% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 226498 (value 582099; 0.01% of shares outstanding; change 0.00)
Holder of BOLD: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 202816 (value 521237; 0.01% of shares outstanding; change -0.08)
Holder of BOLD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 42159 (value 108348; 0.00% of shares outstanding; change -0.01)
Holder of BOLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 7060 (value 37065; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 6 (value 26; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 17122 (value 78076; 0.01% of shares outstanding; change 0.98)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 143 (value 652; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1699 (value 7747; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 5348 (value 24386; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Master Investment Portfolio-Diversified Equity Master Portfolio
Shares held as of 2026-03-31: 89 (value 340; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7060 (value 27039; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 17060 (value 65680; 0.01% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 143 (value 550; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1699 (value 6541; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 5348 (value 20589; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 17060 (value 65339; 0.01% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 143 (value 547; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1699 (value 6507; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 5348 (value 20482; 0.00% of shares outstanding; change 0.00)
Holder of BOLT: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 6 (value 22; 0.00% of shares outstanding; change 0.00)
Holder of BON: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-09-30: 440 (value 501; 0.00% of shares outstanding; change 0.00)
Holder of BOOM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 190049 (value 1294233; 0.01% of shares outstanding; change -0.07)
Holder of BOOM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 577739 (value 3934402; 0.03% of shares outstanding; change 0.00)
Holder of BOOM: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 534443 (value 3757134; 0.03% of shares outstanding; change 0.03)
Holder of BOOM: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 338477 (value 2379493; 0.02% of shares outstanding; change -0.03)
Holder of BOOM: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-01-31: 200855 (value 1412010; 0.01% of shares outstanding; change 0.00)
Holder of BOOM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 190604 (value 1339946; 0.01% of shares outstanding; change 0.01)
Holder of BOOM: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 324748 (value 1925755; 0.02% of shares outstanding; change 0.04)
Holder of BOOM: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 165385 (value 980733; 0.01% of shares outstanding; change -0.57)
Holder of BOOM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 190049 (value 1126990; 0.01% of shares outstanding; change 0.00)
Holder of BOOM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 577739 (value 3425992; 0.03% of shares outstanding; change 0.00)
Holder of BOOM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 483007 (value 3289277; 0.02% of shares outstanding; change 0.02)
Holder of BOOM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 191594 (value 1291343; 0.01% of shares outstanding; change -0.03)
Holder of BOOM: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 553943 (value 3284881; 0.03% of shares outstanding; change 0.04)
Holder of BOOM: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 188199 (value 1116020; 0.01% of shares outstanding; change -0.44)
Holder of BOOM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 192043 (value 1138814; 0.01% of shares outstanding; change 0.01)
Holder of BOOM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 267430 (value 1897415; 0.01% of shares outstanding; change 0.00)
Holder of BOOM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 464166 (value 2840695; 0.02% of shares outstanding; change -0.04)
Holder of BOOM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 183851 (value 1150907; 0.01% of shares outstanding; change -0.04)