speb/financial-data huggingface dataset:
Holder of RPD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 718688 (value 6820348; 0.01% of shares outstanding; change -0.49)
Holder of RPD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1938367 (value 18395102; 0.03% of shares outstanding; change 0.00)
Holder of RPD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1622929 (value 13600145; 0.02% of shares outstanding; change 0.02)
Holder of RPD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 641654 (value 6089296; 0.01% of shares outstanding; change 0.03)
Holder of RPD: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-04-30: 1300191 (value 9764434; 0.02% of shares outstanding; change 0.00)
Holder of RPD: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-04-30: 660758 (value 4420471; 0.01% of shares outstanding; change -0.04)
Holder of RPD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1559369 (value 10432178; 0.02% of shares outstanding; change -0.04)
Holder of RPD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 529198 (value 3540334; 0.01% of shares outstanding; change 0.00)
Holder of RPD: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-05-31: 1224594 (value 14940046; 0.02% of shares outstanding; change -0.06)
Holder of RPD: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-05-31: 650303 (value 6171375; 0.01% of shares outstanding; change -0.02)
Holder of RPD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1574209 (value 14939243; 0.02% of shares outstanding; change 0.01)
Holder of RPD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 523742 (value 4970311; 0.01% of shares outstanding; change -0.01)
Holder of RPD: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-06-30: 1187831 (value 11272515; 0.02% of shares outstanding; change -0.03)
Holder of RPI.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 602101 (value 489508113; 0.00% of shares outstanding; change 0.02)
Holder of RPI.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 168438 (value 128686632; 0.00% of shares outstanding; change 0.09)
Holder of RPI.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 243141 (value 185759724; 0.00% of shares outstanding; change 0.06)
Holder of RPI.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 891140 (value 680830960; 0.00% of shares outstanding; change -0.01)
Holder of RPI.L: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 134687 (value 109500531; 0.00% of shares outstanding; change -0.01)
Holder of RPI.L: -Polar Capital International Small Company Fund
Shares held as of 2026-03-31: 214674 (value 151989192; 0.00% of shares outstanding; change 1.00)
Holder of RPI.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 616443 (value 436441644; 0.00% of shares outstanding; change 0.02)
Holder of RPI.L: EXCHANGE TRADED CONCEPTS TRUST-ROBO Global Artificial Intelligence ETF
Shares held as of 2026-04-30: 495140 (value 402548820; 0.00% of shares outstanding; change 0.00)
Holder of RPI.L: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-04-30: 1657764 (value 1347762132; 0.01% of shares outstanding; change 0.00)
Holder of RPI.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 523045 (value 399606380; 0.00% of shares outstanding; change 1.00)
Holder of RPI.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 157304 (value 111371232; 0.00% of shares outstanding; change -0.07)
Holder of RPI.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 246982 (value 174863256; 0.00% of shares outstanding; change 0.02)
Holder of RPI.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 924073 (value 654243684; 0.00% of shares outstanding; change 0.04)
Holder of RPI.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 708240 (value 541095360; 0.00% of shares outstanding; change 0.00)
Holder of RPI.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 274352 (value 209604928; 0.00% of shares outstanding; change 0.00)
Holder of RPI.L: EXCHANGE TRADED CONCEPTS TRUST-ROBO Global Artificial Intelligence ETF
Shares held as of 2026-05-31: 530695 (value 444722410; 0.00% of shares outstanding; change 0.07)
Holder of RPI.L: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-05-31: 1731474 (value 1450975212; 0.01% of shares outstanding; change 0.04)
Holder of RPI.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 642567 (value 454937436; 0.00% of shares outstanding; change 0.23)
Holder of RPI.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 713115 (value 504885420; 0.00% of shares outstanding; change 0.01)
Holder of RPI.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 284612 (value 201505296; 0.00% of shares outstanding; change 0.04)
Holder of RPI.L: EXCHANGE TRADED CONCEPTS TRUST-ROBO Global Artificial Intelligence ETF
Shares held as of 2026-06-30: 609263 (value 431358204; 0.00% of shares outstanding; change 0.15)
Holder of RPI.L: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-06-30: 1973137 (value 1396980996; 0.01% of shares outstanding; change 0.14)
Holder of RPID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 191277 (value 384466; 0.00% of shares outstanding; change 0.00)
Holder of RPID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 638184 (value 1282749; 0.02% of shares outstanding; change 0.00)
Holder of RPID: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 14085 (value 28310; 0.00% of shares outstanding; change 0.00)
Holder of RPID: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 13893 (value 27924; 0.00% of shares outstanding; change 10.86)
Holder of RPID: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 14653 (value 24983; 0.00% of shares outstanding; change 0.00)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 121920 (value 242620; 0.00% of shares outstanding; change 0.21)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 21522 (value 42828; 0.00% of shares outstanding; change 0.00)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 28726 (value 57164; 0.00% of shares outstanding; change 0.06)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 31525 (value 62734; 0.00% of shares outstanding; change 0.00)
Holder of RPID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 203532 (value 405028; 0.00% of shares outstanding; change 0.06)
Holder of RPID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 750984 (value 1494458; 0.02% of shares outstanding; change 0.18)
Holder of RPID: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 14085 (value 24014; 0.00% of shares outstanding; change 0.00)
Holder of RPID: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 13893 (value 23687; 0.00% of shares outstanding; change 0.00)
Holder of RPID: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 79044 (value 157297; 0.00% of shares outstanding; change -0.06)
Holder of RPID: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 205085 (value 408119; 0.00% of shares outstanding; change 1.00)
Holder of RPID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 21687 (value 43157; 0.00% of shares outstanding; change 1.57)
Holder of RPID: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 30705 (value 61102; 0.00% of shares outstanding; change 1.00)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 121476 (value 207116; 0.00% of shares outstanding; change 0.00)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 26152 (value 44589; 0.00% of shares outstanding; change 0.22)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 28726 (value 48977; 0.00% of shares outstanding; change 0.00)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 31525 (value 53750; 0.00% of shares outstanding; change 0.00)
Holder of RPID: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 79564 (value 135656; 0.00% of shares outstanding; change 0.01)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 107845 (value 214611; 0.00% of shares outstanding; change -0.11)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 26152 (value 52042; 0.00% of shares outstanding; change 0.00)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 28726 (value 57164; 0.00% of shares outstanding; change 0.00)
Holder of RPID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 31525 (value 62734; 0.00% of shares outstanding; change 0.00)
Holder of RPID: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 78524 (value 156262; 0.00% of shares outstanding; change -0.01)
Holder of RPL.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 2600175 (value 65264393; 0.00% of shares outstanding; change 1.00)
Holder of RPL.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4897476 (value 122926649; 0.01% of shares outstanding; change 0.02)
Holder of RPL.DE: -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist)
Shares held as of 2026-01-31: 2779337 (value 62423906; 0.01% of shares outstanding; change 0.03)
Holder of RPL.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 1944789 (value 48814204; 0.00% of shares outstanding; change -0.02)
Holder of RPL.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7611737 (value 191054601; 0.01% of shares outstanding; change 0.01)
Holder of RPL.DE: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 2120151 (value 47618589; 0.00% of shares outstanding; change 0.03)
Holder of RPL.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 2696629 (value 60566284; 0.01% of shares outstanding; change 0.04)
Holder of RPL.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1940151 (value 48697790; 0.00% of shares outstanding; change 0.01)
Holder of RPL.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5009098 (value 112504336; 0.01% of shares outstanding; change 0.02)
Holder of RPL.DE: FlexShares TRT-FlexShares Morningstar Global Upstream Natural Resource
Shares held as of 2026-04-30: 2206648 (value 55386865; 0.00% of shares outstanding; change -0.01)
Holder of RPL.DE: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources 
Shares held as of 2026-04-30: 4586080 (value 115110609; 0.01% of shares outstanding; change -0.01)
Holder of RPL.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 2145714 (value 48192734; 0.00% of shares outstanding; change 0.00)
Holder of RPL.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7570491 (value 170033220; 0.01% of shares outstanding; change -0.01)
Holder of RPL.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3797280 (value 95311729; 0.01% of shares outstanding; change 0.02)
Holder of RPL.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1984452 (value 44570790; 0.00% of shares outstanding; change 0.01)
Holder of RPL.DE: FlexShares TRT-FlexShares Morningstar Global Upstream Natural Resource
Shares held as of 2026-05-31: 2214841 (value 49745326; 0.00% of shares outstanding; change 0.00)
Holder of RPL.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3849531 (value 86460462; 0.01% of shares outstanding; change 0.01)
Holder of RPL.DE: -SSgA SPDR ETFS Europe I-State Street SPDR S&P Euro Dividend Aristocra
Shares held as of 2026-06-30: 2440697 (value 57258749; 0.00% of shares outstanding; change 101.25)
Holder of RPL.DE: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources 
Shares held as of 2026-06-30: 4958997 (value 111379068; 0.01% of shares outstanding; change 0.01)
Holder of RPM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1381335 (value 146380071; 0.01% of shares outstanding; change 0.00)
Holder of RPM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2909781 (value 308349496; 0.02% of shares outstanding; change -0.04)
Holder of RPM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1876011 (value 198800887; 0.01% of shares outstanding; change -0.04)
Holder of RPM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4036438 (value 427741339; 0.03% of shares outstanding; change 0.00)
Holder of RPM: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 2420000 (value 256447402; 0.02% of shares outstanding; change 0.11)
Holder of RPM: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2351000 (value 251204346; 0.02% of shares outstanding; change 0.00)
Holder of RPM: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 2954600 (value 310114813; 0.02% of shares outstanding; change 0.12)
Holder of RPM: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 2360571 (value 252581097; 0.02% of shares outstanding; change -0.09)
Holder of RPM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1429580 (value 152965060; 0.01% of shares outstanding; change 0.03)
Holder of RPM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2953398 (value 316013586; 0.02% of shares outstanding; change 0.02)
Holder of RPM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1880559 (value 201219813; 0.01% of shares outstanding; change 0.00)
Holder of RPM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4074080 (value 435926560; 0.03% of shares outstanding; change 0.01)
Holder of RPM: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 2735350 (value 292682450; 0.02% of shares outstanding; change 0.13)
Holder of RPM: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 3039400 (value 319380157; 0.02% of shares outstanding; change 0.03)
Holder of RPM: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 1229454 (value 129043490; 0.01% of shares outstanding; change 0.05)
Holder of RPM: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 2351000 (value 251557000; 0.02% of shares outstanding; change 0.00)
Holder of RPM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4326209 (value 467230572; 0.03% of shares outstanding; change 0.02)
Holder of RPM: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 3139000 (value 335873000; 0.02% of shares outstanding; change 0.03)
Holder of RPM: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 1227314 (value 128990699; 0.01% of shares outstanding; change 0.00)
Holder of RPM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4344857 (value 464899699; 0.03% of shares outstanding; change 0.00)
Holder of RPM: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 1221933 (value 130746831; 0.01% of shares outstanding; change 0.00)
Holder of RPRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4048772 (value 225759519; 0.01% of shares outstanding; change -0.01)
Holder of RPRX: TRANSAMERICA FUNDS-Transamerica Capital Growth
Shares held as of 2026-01-31: 2189373 (value 122320267; 0.00% of shares outstanding; change 0.00)
Holder of RPRX: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-03-31: 2500000 (value 141075000; 0.01% of shares outstanding; change 0.00)
Holder of RPRX: Capital Income Builder
Shares held as of 2026-03-31: 8584627 (value 469407406; 0.02% of shares outstanding; change 1.03)
Holder of RPRX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 3681549 (value 205688138; 0.01% of shares outstanding; change 19.89)
Holder of RPRX: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-03-31: 2408100 (value 134275651; 0.01% of shares outstanding; change -0.10)
Holder of RPRX: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 6412195 (value 377229443; 0.01% of shares outstanding; change 0.17)
Holder of RPRX: MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO
Shares held as of 2026-03-31: 5210200 (value 306516075; 0.01% of shares outstanding; change -0.05)
Holder of RPRX: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 19645749 (value 1108609622; 0.04% of shares outstanding; change 0.95)
Holder of RPRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4207099 (value 247503641; 0.01% of shares outstanding; change 0.04)
Holder of RPRX: Victory Portfolios II-VictoryShares Free Cash Flow ETF
Shares held as of 2026-03-31: 3018039 (value 177551239; 0.01% of shares outstanding; change -0.22)
Holder of RPRX: Capital Income Builder
Shares held as of 2026-04-30: 8584627 (value 499453601; 0.02% of shares outstanding; change 0.00)
Holder of RPRX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2108757 (value 115306833; 0.00% of shares outstanding; change -0.43)
Holder of RPRX: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 2268400 (value 124036112; 0.01% of shares outstanding; change -0.06)
Holder of RPRX: TRANSAMERICA FUNDS-Transamerica Capital Growth
Shares held as of 2026-04-30: 2144799 (value 126178529; 0.00% of shares outstanding; change -0.02)
Holder of RPRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1943364 (value 114328107; 0.00% of shares outstanding; change -0.03)
Holder of RPRX: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 2077300 (value 122207562; 0.00% of shares outstanding; change -0.08)
Holder of RPRX: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-06-30: 2500000 (value 147075004; 0.01% of shares outstanding; change 0.00)
Holder of RPRX: Capital Income Builder
Shares held as of 2026-06-30: 8584627 (value 505033622; 0.02% of shares outstanding; change 0.00)
Holder of RPRX: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 19645749 (value 1155759449; 0.04% of shares outstanding; change 0.00)
Holder of RPT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 84495 (value 1237006; 0.01% of shares outstanding; change -0.07)
Holder of RPT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 221991 (value 3249948; 0.03% of shares outstanding; change 0.00)
Holder of RPT: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 17101 (value 245313; 0.00% of shares outstanding; change 0.00)
Holder of RPT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 72256 (value 1036512; 0.01% of shares outstanding; change 0.04)
Holder of RPT: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 212544 (value 3048943; 0.03% of shares outstanding; change 0.00)
Holder of RPT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 34626 (value 403046; 0.00% of shares outstanding; change 0.08)
Holder of RPT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 54745 (value 795444; 0.01% of shares outstanding; change 0.36)
Holder of RPT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 84495 (value 983521; 0.01% of shares outstanding; change 0.00)
Holder of RPT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 221990 (value 2583963; 0.03% of shares outstanding; change 0.00)
Holder of RPT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 17391 (value 252691; 0.00% of shares outstanding; change -0.05)
Holder of RPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 127853 (value 1871767; 0.02% of shares outstanding; change 0.02)
Holder of RPT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 58994 (value 863672; 0.01% of shares outstanding; change 0.00)
Holder of RPT: -Fidelity SAI Real Estate Income Fund
Shares held as of 2026-04-30: 68529 (value 797677; 0.01% of shares outstanding; change 1.00)
Holder of RPT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 54546 (value 782462; 0.01% of shares outstanding; change 0.00)
Holder of RPT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 71948 (value 837474; 0.01% of shares outstanding; change 0.00)
Holder of RPT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 17505 (value 251109; 0.00% of shares outstanding; change 0.01)
Holder of RPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 122859 (value 1762412; 0.02% of shares outstanding; change -0.04)
Holder of RPT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 58319 (value 836586; 0.01% of shares outstanding; change -0.01)
Holder of RPT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 51223 (value 596235; 0.01% of shares outstanding; change -0.06)
Holder of RPT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 18235 (value 212255; 0.00% of shares outstanding; change 0.04)
Holder of RPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 124025 (value 1443651; 0.02% of shares outstanding; change 0.01)
Holder of RPT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 58814 (value 684594; 0.01% of shares outstanding; change 0.01)
Holder of RPT: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-06-30: 144015 (value 1676334; 0.02% of shares outstanding; change 0.00)
Holder of RPU.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 3393782 (value 646685170; 0.01% of shares outstanding; change -0.13)
Holder of RPU.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 2272427 (value 433010971; 0.01% of shares outstanding; change 0.01)
Holder of RPU.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 4797801 (value 914220995; 0.02% of shares outstanding; change 0.00)
Holder of RPU.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5113321 (value 974343332; 0.02% of shares outstanding; change 0.01)
Holder of RPU.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6372825 (value 1214341823; 0.02% of shares outstanding; change 0.01)
Holder of RPU.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1856936 (value 353839160; 0.01% of shares outstanding; change 0.00)
Holder of RPU.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2574980 (value 490662446; 0.01% of shares outstanding; change 0.00)
Holder of RPU.DE: Fidelity Magellan Fund
Shares held as of 2026-05-31: 1912269 (value 364382863; 0.01% of shares outstanding; change 0.00)
Holder of RPU.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2650825 (value 505114711; 0.01% of shares outstanding; change 0.02)
Holder of RPU.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2417025 (value 460564121; 0.01% of shares outstanding; change -0.01)
Holder of RPX.V: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 36806783 (value 4968915; 0.08% of shares outstanding; change 0.00)
Holder of RQI: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 108 (value 1461; 0.00% of shares outstanding; change 1.00)
Holder of RQI: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 108 (value 1440; 0.00% of shares outstanding; change 1.00)
Holder of RQI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 244 (value 3254; 0.00% of shares outstanding; change 1.00)
Holder of RQI: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 44683 (value 550494; 0.00% of shares outstanding; change 0.39)
Holder of RQI: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 707121 (value 8930938; 0.01% of shares outstanding; change 1.00)
Holder of RQI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 57426 (value 776973; 0.00% of shares outstanding; change 0.00)
Holder of RQI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 57426 (value 701745; 0.00% of shares outstanding; change 0.00)
Holder of RQI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 15731 (value 198682; 0.00% of shares outstanding; change -0.73)
Holder of RR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1721348 (value 5198470; 0.01% of shares outstanding; change 0.46)
Holder of RR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3803542 (value 11486696; 0.02% of shares outstanding; change 0.77)
Holder of RR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1505864 (value 3094550; 0.01% of shares outstanding; change 0.01)
Holder of RR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 759763 (value 1177632; 0.00% of shares outstanding; change 1.23)
Holder of RR: VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF
Shares held as of 2026-02-28: 555560 (value 861117; 0.00% of shares outstanding; change 0.06)
Holder of RR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 865938 (value 2082580; 0.00% of shares outstanding; change 0.04)
Holder of RR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1798283 (value 2787338; 0.01% of shares outstanding; change 0.04)
Holder of RR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5102242 (value 7908474; 0.03% of shares outstanding; change 0.34)
Holder of RR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4100370 (value 12383117; 0.02% of shares outstanding; change 0.12)
Holder of RR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 862787 (value 1773027; 0.00% of shares outstanding; change 0.00)
Holder of RR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1681367 (value 2606118; 0.01% of shares outstanding; change 0.12)
Holder of RR: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 1358904 (value 3268164; 0.01% of shares outstanding; change 0.01)
Holder of RR: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 1317535 (value 3168671; 0.01% of shares outstanding; change 0.00)
Holder of RR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3939881 (value 8096455; 0.02% of shares outstanding; change -0.04)
Holder of RR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1382056 (value 2840125; 0.01% of shares outstanding; change 0.00)
Holder of RR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 823375 (value 1276231; 0.00% of shares outstanding; change -0.05)
Holder of RR: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 1384830 (value 2215728; 0.01% of shares outstanding; change 0.02)
Holder of RR: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 1299118 (value 2234482; 0.01% of shares outstanding; change -0.01)
Holder of RR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3977352 (value 6164895; 0.02% of shares outstanding; change 0.01)
Holder of RR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1367808 (value 2120102; 0.01% of shares outstanding; change -0.01)
Holder of RR: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 1382744 (value 2143253; 0.01% of shares outstanding; change 0.00)
Holder of RR: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 2308604 (value 3578336; 0.01% of shares outstanding; change 0.78)
Holder of RRBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 51320 (value 4666014; 0.01% of shares outstanding; change -0.03)
Holder of RRBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 132032 (value 12004349; 0.02% of shares outstanding; change 0.04)
Holder of RRBI: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 49990 (value 4503598; 0.01% of shares outstanding; change 0.77)
Holder of RRBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 47769 (value 4303509; 0.01% of shares outstanding; change 0.02)
Holder of RRBI: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 56266 (value 5115704; 0.01% of shares outstanding; change 0.00)
Holder of RRBI: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 55219 (value 5038181; 0.01% of shares outstanding; change -0.05)
Holder of RRBI: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 74165 (value 6766814; 0.01% of shares outstanding; change 0.00)
Holder of RRBI: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 56266 (value 5069003; 0.01% of shares outstanding; change 0.00)
Holder of RRBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 53305 (value 5303314; 0.01% of shares outstanding; change 0.04)
Holder of RRBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 149412 (value 14864999; 0.02% of shares outstanding; change 0.13)
Holder of RRBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 119194 (value 10837118; 0.02% of shares outstanding; change 0.04)
Holder of RRBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 43134 (value 3921743; 0.01% of shares outstanding; change 0.00)
Holder of RRBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 80282 (value 7324929; 0.01% of shares outstanding; change 0.11)
Holder of RRBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 49582 (value 4932913; 0.01% of shares outstanding; change 0.04)
Holder of RRBI: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 73240 (value 7286647; 0.01% of shares outstanding; change 0.47)
Holder of RRBI: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 55219 (value 4974679; 0.01% of shares outstanding; change 0.00)
Holder of RRBI: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 71423 (value 6434497; 0.01% of shares outstanding; change -0.04)
Holder of RRBI: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 55821 (value 5553631; 0.01% of shares outstanding; change -0.01)
Holder of RRBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 114427 (value 10308728; 0.02% of shares outstanding; change -0.04)
Holder of RRBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 42639 (value 3841347; 0.01% of shares outstanding; change -0.01)
Holder of RRBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 91013 (value 8199360; 0.01% of shares outstanding; change 0.13)
Holder of RRBI: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 55219 (value 5493738; 0.01% of shares outstanding; change 0.00)
Holder of RRBI: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 71423 (value 7105874; 0.01% of shares outstanding; change 0.00)
Holder of RRBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 121149 (value 12053113; 0.02% of shares outstanding; change 0.06)
Holder of RRBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 44508 (value 4262753; 0.01% of shares outstanding; change 0.04)
Holder of RRBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 98218 (value 9771708; 0.01% of shares outstanding; change 0.08)
Holder of RRBI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 112214 (value 11164170; 0.02% of shares outstanding; change 1.00)
Holder of RRC: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 12164929 (value 473823993; 0.05% of shares outstanding; change 0.05)
Holder of RRC: T. Rowe Price Value Fund, Inc.
Shares held as of 2025-12-31: 9457653 (value 368375591; 0.04% of shares outstanding; change 0.00)
Holder of RRC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2553858 (value 99472771; 0.01% of shares outstanding; change 0.00)
Holder of RRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5375985 (value 209394619; 0.02% of shares outstanding; change 0.00)
Holder of RRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3466709 (value 135028318; 0.01% of shares outstanding; change 0.01)
Holder of RRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7449778 (value 290168858; 0.03% of shares outstanding; change 0.04)
Holder of RRC: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-01-31: 2157453 (value 79340337; 0.01% of shares outstanding; change 0.17)
Holder of RRC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 2994955 (value 110139474; 0.01% of shares outstanding; change 0.00)
Holder of RRC: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 12137746 (value 473007976; 0.05% of shares outstanding; change 0.00)
Holder of RRC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 4754613 (value 185905361; 0.02% of shares outstanding; change -0.16)
Holder of RRC: T. Rowe Price Value Fund, Inc.
Shares held as of 2026-03-31: 8986565 (value 350206449; 0.04% of shares outstanding; change -0.05)
Holder of RRC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2644930 (value 103072925; 0.01% of shares outstanding; change 0.04)
Holder of RRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5427170 (value 211496821; 0.02% of shares outstanding; change 0.01)
Holder of RRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3456112 (value 134684688; 0.01% of shares outstanding; change 0.00)
Holder of RRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7467001 (value 290989038; 0.03% of shares outstanding; change 0.00)
Holder of RRC: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2832690 (value 104129679; 0.01% of shares outstanding; change 0.65)
Holder of RRC: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2832690 (value 110389932; 0.01% of shares outstanding; change 0.65)
Holder of RRC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2705497 (value 105433221; 0.01% of shares outstanding; change -0.10)
Holder of RRC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 4754613 (value 174850900; 0.02% of shares outstanding; change 0.00)
Holder of RRC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 7998653 (value 291070977; 0.03% of shares outstanding; change 0.02)
Holder of RRC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 4754613 (value 185287274; 0.02% of shares outstanding; change 0.00)
Holder of RRC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 8037911 (value 313237401; 0.03% of shares outstanding; change 0.00)
Holder of RREV: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-06-30: 308000 (value 3049199; 0.01% of shares outstanding; change 1.00)
Holder of RRGB: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 23500 (value 118909; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 182126 (value 921557; 0.01% of shares outstanding; change 0.00)
Holder of RRGB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 463819 (value 2346924; 0.03% of shares outstanding; change 0.00)
Holder of RRGB: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 26087 (value 188348; 0.00% of shares outstanding; change 0.67)
Holder of RRGB: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 26500 (value 191329; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: Capitol Series Trust-FullerThaler Behavioral Micro-Cap Equity Fund
Shares held as of 2026-03-31: 54845 (value 239672; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 85792 (value 374911; 0.00% of shares outstanding; change 0.06)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 23507 (value 102725; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 34074 (value 148903; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 23500 (value 102694; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 182126 (value 1314949; 0.01% of shares outstanding; change 0.00)
Holder of RRGB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 463819 (value 3348773; 0.03% of shares outstanding; change 0.00)
Holder of RRGB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 33306 (value 145547; 0.00% of shares outstanding; change -0.17)
Holder of RRGB: Capitol Series Trust-FullerThaler Behavioral Micro-Cap Equity Fund
Shares held as of 2026-04-30: 54845 (value 325779; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 85480 (value 507751; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 23507 (value 139631; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 34074 (value 202399; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 701660 (value 3066254; 0.04% of shares outstanding; change -0.03)
Holder of RRGB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 33525 (value 199138; 0.00% of shares outstanding; change 0.01)
Holder of RRGB: Capitol Series Trust-FullerThaler Behavioral Micro-Cap Equity Fund
Shares held as of 2026-05-31: 54845 (value 395980; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 81771 (value 590386; 0.00% of shares outstanding; change -0.04)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 23507 (value 169720; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 34074 (value 246014; 0.00% of shares outstanding; change 0.00)
Holder of RRGB: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 701660 (value 4904603; 0.04% of shares outstanding; change 0.00)
Holder of RRGB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 33087 (value 238888; 0.00% of shares outstanding; change -0.01)
Holder of RRGB: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 701660 (value 5065985; 0.04% of shares outstanding; change 0.00)
Holder of RRI.V: Investment Managers Ser Tr-EuroPac Gold Fd
Shares held as of 2024-04-30: 414500 (value 178235; 0.01% of shares outstanding; change -0.70)
Holder of RRR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 951599 (value 55554350; 0.02% of shares outstanding; change -0.21)
Holder of RRR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1314273 (value 76727259; 0.02% of shares outstanding; change -0.18)
Holder of RRR: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 804628 (value 51431820; 0.01% of shares outstanding; change 1.00)
Holder of RRR: BARON INVESTMENT Fd.S TRT -Baron Growth Fd.
Shares held as of 2026-03-31: 2347802 (value 150071499; 0.04% of shares outstanding; change 0.00)
Holder of RRR: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 2550000 (value 162995995; 0.04% of shares outstanding; change -0.15)
Holder of RRR: BARON SELECT FUNDS-Baron Focused Growth Fund
Shares held as of 2026-03-31: 2368500 (value 151394515; 0.04% of shares outstanding; change 0.16)
Holder of RRR: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 3140000 (value 200708794; 0.05% of shares outstanding; change 0.57)
Holder of RRR: BARON SELECT FUNDS-Baron Real Estate Fund
Shares held as of 2026-03-31: 685649 (value 43826682; 0.01% of shares outstanding; change 0.05)
Holder of RRR: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 835200 (value 47932127; 0.01% of shares outstanding; change 0.10)
Holder of RRR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1227385 (value 78454446; 0.02% of shares outstanding; change 0.29)
Holder of RRR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1687784 (value 107883150; 0.03% of shares outstanding; change 0.28)
Holder of RRR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1192820 (value 69636832; 0.02% of shares outstanding; change 0.00)
Holder of RRR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2958858 (value 181466766; 0.05% of shares outstanding; change 0.02)
Holder of RRR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1146058 (value 70081448; 0.02% of shares outstanding; change -0.04)
Holder of RRR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2942199 (value 188065354; 0.05% of shares outstanding; change -0.01)
Holder of RRR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1166346 (value 74552834; 0.02% of shares outstanding; change 0.02)
Holder of RRTL.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 350348 (value 11070996; 0.00% of shares outstanding; change 0.02)
Holder of RRTL.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 229010 (value 7236716; 0.00% of shares outstanding; change 0.00)
Holder of RRTL.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 124017 (value 3918937; 0.00% of shares outstanding; change -0.11)
Holder of RRTL.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 151882 (value 4799471; 0.00% of shares outstanding; change 0.00)
Holder of RRTL.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 147290 (value 4654364; 0.00% of shares outstanding; change 0.11)
Holder of RRTL.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 419866 (value 13267765; 0.00% of shares outstanding; change 0.00)
Holder of RRTL.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 532220 (value 16818152; 0.00% of shares outstanding; change 0.00)
Holder of RRTL.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 363048 (value 11690145; 0.00% of shares outstanding; change 0.04)
Holder of RRTL.DE: Cambria ETF Trust-Cambria Foreign Shareholder Yield ETF
Shares held as of 2026-04-30: 137758 (value 4353152; 0.00% of shares outstanding; change 0.01)
Holder of RRTL.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 229010 (value 7374122; 0.00% of shares outstanding; change 0.00)
Holder of RRTL.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 121644 (value 3916936; 0.00% of shares outstanding; change -0.02)
Holder of RRTL.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 152209 (value 4901129; 0.00% of shares outstanding; change 0.00)
Holder of RRTL.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 152485 (value 4910017; 0.00% of shares outstanding; change 0.04)
Holder of RRTL.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 419866 (value 13519685; 0.00% of shares outstanding; change 0.00)
Holder of RRTL.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 532220 (value 17137484; 0.00% of shares outstanding; change 0.00)