speb/financial-data huggingface dataset:
Holder of LAW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 274658 (value 966796; 0.00% of shares outstanding; change 0.00)
Holder of LAW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 759612 (value 2673834; 0.01% of shares outstanding; change 0.01)
Holder of LAW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 644077 (value 2569867; 0.01% of shares outstanding; change 0.02)
Holder of LAW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 176482 (value 621216; 0.00% of shares outstanding; change 0.08)
Holder of LAW: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 210782 (value 741952; 0.00% of shares outstanding; change 0.29)
Holder of LAW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 266108 (value 936700; 0.00% of shares outstanding; change 0.13)
Holder of LAW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 618880 (value 2147513; 0.01% of shares outstanding; change -0.04)
Holder of LAW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 624763 (value 2199165; 0.01% of shares outstanding; change 0.01)
Holder of LAZ: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 2715122 (value 128506729; 0.02% of shares outstanding; change 0.07)
Holder of LAZ: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 4425222 (value 209445765; 0.04% of shares outstanding; change 0.07)
Holder of LAZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2559239 (value 121128786; 0.02% of shares outstanding; change -0.04)
Holder of LAZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1649643 (value 78077606; 0.01% of shares outstanding; change -0.04)
Holder of LAZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3559250 (value 168459309; 0.03% of shares outstanding; change 0.00)
Holder of LAZ: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 2898223 (value 126507438; 0.03% of shares outstanding; change 0.00)
Holder of LAZ: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 2995814 (value 132864346; 0.03% of shares outstanding; change 0.10)
Holder of LAZ: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 2169428 (value 96214128; 0.02% of shares outstanding; change 0.21)
Holder of LAZ: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2182474 (value 96792718; 0.02% of shares outstanding; change 0.00)
Holder of LAZ: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 4793130 (value 212575308; 0.04% of shares outstanding; change 0.08)
Holder of LAZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2575928 (value 114242402; 0.02% of shares outstanding; change 0.01)
Holder of LAZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1640526 (value 72757325; 0.01% of shares outstanding; change -0.01)
Holder of LAZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3519357 (value 156083477; 0.03% of shares outstanding; change -0.01)
Holder of LAZ: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 1265000 (value 56102748; 0.01% of shares outstanding; change -0.09)
Holder of LAZ: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2884620 (value 127932892; 0.03% of shares outstanding; change 0.00)
Holder of LAZ: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 2386247 (value 104159685; 0.02% of shares outstanding; change -0.02)
Holder of LAZ: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2377074 (value 105423228; 0.02% of shares outstanding; change 0.00)
Holder of LB: Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio
Shares held as of 2025-12-31: 502723 (value 35281100; 0.02% of shares outstanding; change -0.03)
Holder of LB: Schwartz Investment Trust-Ave Maria Value Fund
Shares held as of 2025-12-31: 379895 (value 26661031; 0.01% of shares outstanding; change 0.00)
Holder of LB: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 709684 (value 44227506; 0.03% of shares outstanding; change 0.01)
Holder of LB: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 372248 (value 23198495; 0.01% of shares outstanding; change 0.00)
Holder of LB: Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio
Shares held as of 2026-03-31: 230442 (value 17589638; 0.01% of shares outstanding; change -0.54)
Holder of LB: EQ Advisors Trust-1290 VT Small Cap Value Portfolio
Shares held as of 2026-03-31: 248000 (value 18929840; 0.01% of shares outstanding; change -0.04)
Holder of LB: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-03-31: 516167 (value 36224600; 0.02% of shares outstanding; change 1.33)
Holder of LB: Kinetics Portfolios Trust-Kinetics Paradigm Portfolio
Shares held as of 2026-03-31: 916400 (value 69948813; 0.03% of shares outstanding; change 0.00)
Holder of LB: Kinetics Portfolios Trust-Kinetics Small Cap Opportunities Portfolio
Shares held as of 2026-03-31: 395044 (value 30153709; 0.01% of shares outstanding; change 0.00)
Holder of LB: Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF
Shares held as of 2026-03-31: 1199578 (value 91563790; 0.04% of shares outstanding; change -0.04)
Holder of LB: Schwartz Investment Trust-Ave Maria Value Fund
Shares held as of 2026-03-31: 379895 (value 28997386; 0.01% of shares outstanding; change 0.00)
Holder of LB: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 691700 (value 43106743; 0.02% of shares outstanding; change 0.34)
Holder of LB: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 372248 (value 28413690; 0.01% of shares outstanding; change 0.00)
Holder of LB: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 593216 (value 45280178; 0.02% of shares outstanding; change 0.00)
Holder of LB: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1033542 (value 78890262; 0.04% of shares outstanding; change 0.46)
Holder of LB: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 691700 (value 52797462; 0.02% of shares outstanding; change 0.00)
Holder of LBRDA: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 467807 (value 14445879; 0.03% of shares outstanding; change -0.26)
Holder of LBRDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 180122 (value 6084520; 0.01% of shares outstanding; change 0.05)
Holder of LBRDA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 373419 (value 12614093; 0.02% of shares outstanding; change -0.04)
Holder of LBRDA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 240144 (value 8112064; 0.01% of shares outstanding; change 0.93)
Holder of LBRDA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 514617 (value 17383761; 0.03% of shares outstanding; change 0.00)
Holder of LBRDA: VANGUARD WORLD FUND-Vanguard Communication Services Index Fund
Shares held as of 2026-02-28: 81694 (value 2358505; 0.00% of shares outstanding; change -0.15)
Holder of LBRDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 94533 (value 2919178; 0.01% of shares outstanding; change 0.00)
Holder of LBRDA: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 144002 (value 4157337; 0.01% of shares outstanding; change -0.69)
Holder of LBRDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 188935 (value 5454553; 0.01% of shares outstanding; change 0.05)
Holder of LBRDA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 382914 (value 11054727; 0.02% of shares outstanding; change 0.03)
Holder of LBRDA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 241612 (value 6975338; 0.01% of shares outstanding; change 0.01)
Holder of LBRDA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 514617 (value 14856993; 0.03% of shares outstanding; change 0.00)
Holder of LBRDA: VANGUARD TAX-Mnged Fd.S-Vanguard Tax-Mnged Capital Appreciation Fd.
Shares held as of 2026-03-31: 88561 (value 2556756; 0.00% of shares outstanding; change 0.00)
Holder of LBRDA: Weitz Funds-Multi Cap Equity Fund
Shares held as of 2026-03-31: 90000 (value 2598300; 0.00% of shares outstanding; change -0.10)
Holder of LBRDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 94189 (value 2782343; 0.01% of shares outstanding; change 0.00)
Holder of LBRDA: GLOBAL X FUNDS-Global X Adaptive US Factor ETF
Shares held as of 2026-04-30: 98548 (value 3362457; 0.01% of shares outstanding; change 0.05)
Holder of LBRDA: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-04-30: 83916 (value 2478878; 0.00% of shares outstanding; change 0.28)
Holder of LBRDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 78818 (value 2275475; 0.00% of shares outstanding; change -0.16)
Holder of LBRDA: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-05-31: 81162 (value 2343147; 0.00% of shares outstanding; change -0.03)
Holder of LBRDK: 2023 ETF Series Trust-Eagle Capital Select Equity ETF
Shares held as of 2025-12-31: 742555 (value 25068655; 0.01% of shares outstanding; change 0.07)
Holder of LBRDK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1268510 (value 42824895; 0.01% of shares outstanding; change 0.00)
Holder of LBRDK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2691511 (value 90865406; 0.02% of shares outstanding; change -0.04)
Holder of LBRDK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1735610 (value 58594190; 0.01% of shares outstanding; change 0.93)
Holder of LBRDK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3741327 (value 126307193; 0.03% of shares outstanding; change 0.00)
Holder of LBRDK: MADISON FUNDS-Madison Mid Cap Fund
Shares held as of 2026-01-31: 635443 (value 18821822; 0.01% of shares outstanding; change -0.12)
Holder of LBRDK: 2023 ETF Series Trust-Eagle Capital Select Equity ETF
Shares held as of 2026-03-31: 828116 (value 23924270; 0.01% of shares outstanding; change 0.12)
Holder of LBRDK: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 3266346 (value 94364733; 0.03% of shares outstanding; change 0.73)
Holder of LBRDK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 598016 (value 18484674; 0.00% of shares outstanding; change 0.00)
Holder of LBRDK: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 2170000 (value 62691298; 0.02% of shares outstanding; change 0.00)
Holder of LBRDK: SEQUOIA FUND INC
Shares held as of 2026-03-31: 516202 (value 14913075; 0.00% of shares outstanding; change -0.11)
Holder of LBRDK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1330328 (value 38433175; 0.01% of shares outstanding; change 0.05)
Holder of LBRDK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2730621 (value 78887639; 0.02% of shares outstanding; change 0.01)
Holder of LBRDK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1741110 (value 50300666; 0.01% of shares outstanding; change 0.00)
Holder of LBRDK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3782066 (value 109263884; 0.03% of shares outstanding; change 0.01)
Holder of LBRDK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 622473 (value 18437650; 0.01% of shares outstanding; change 0.04)
Holder of LBRDK: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-04-30: 577942 (value 17118642; 0.00% of shares outstanding; change 0.28)
Holder of LBRDK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 617897 (value 17851043; 0.00% of shares outstanding; change -0.01)
Holder of LBRDK: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-05-31: 558936 (value 16147660; 0.00% of shares outstanding; change -0.03)
Holder of LBRDP: Brookfield Real Assets Income Fund Inc.
Shares held as of 2025-12-31: 41071 (value 891240; 0.01% of shares outstanding; change 0.00)
Holder of LBRDP: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 163883 (value 3556261; 0.02% of shares outstanding; change 0.15)
Holder of LBRDP: Gabelli Dividend & Income Trust
Shares held as of 2026-03-31: 101926 (value 2211794; 0.01% of shares outstanding; change 0.00)
Holder of LBRDP: Gabelli Innovations Trust-Gabelli Media Mogul Fund
Shares held as of 2026-03-31: 2000 (value 43400; 0.00% of shares outstanding; change 0.00)
Holder of LBRDP: Gabelli Multimedia Trust Inc.
Shares held as of 2026-03-31: 6000 (value 130200; 0.00% of shares outstanding; change 0.00)
Holder of LBRDP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 493843 (value 10716393; 0.07% of shares outstanding; change -0.03)
Holder of LBRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1747892 (value 51143320; 0.01% of shares outstanding; change 0.01)
Holder of LBRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3488204 (value 102064849; 0.02% of shares outstanding; change -0.04)
Holder of LBRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2251323 (value 65873711; 0.01% of shares outstanding; change -0.04)
Holder of LBRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4850321 (value 141920393; 0.03% of shares outstanding; change -0.01)
Holder of LBRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1930976 (value 53777682; 0.01% of shares outstanding; change 0.03)
Holder of LBRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1547312 (value 43092639; 0.01% of shares outstanding; change 0.01)
Holder of LBRT: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 1599200 (value 45497241; 0.01% of shares outstanding; change 1.00)
Holder of LBRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1806868 (value 31367229; 0.01% of shares outstanding; change 0.03)
Holder of LBRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3549793 (value 61624408; 0.02% of shares outstanding; change 0.02)
Holder of LBRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4898098 (value 85030984; 0.03% of shares outstanding; change 0.01)
Holder of LBRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3865856 (value 113114947; 0.02% of shares outstanding; change 0.01)
Holder of LBRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 5322802 (value 151433720; 0.03% of shares outstanding; change -0.06)
Holder of LBRT: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 1609800 (value 27946128; 0.01% of shares outstanding; change 0.01)
Holder of LBRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2026760 (value 35184554; 0.01% of shares outstanding; change 0.05)
Holder of LBRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1562951 (value 27132830; 0.01% of shares outstanding; change 0.01)
Holder of LBRT: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 2858335 (value 81319632; 0.02% of shares outstanding; change -0.01)
Holder of LBRT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9875414 (value 275030283; 0.06% of shares outstanding; change 0.01)
Holder of LBRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3722348 (value 103667393; 0.02% of shares outstanding; change -0.04)
Holder of LBRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 5403794 (value 150495664; 0.03% of shares outstanding; change 0.02)
Holder of LBRT: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 2784917 (value 67478537; 0.02% of shares outstanding; change -0.03)
Holder of LBRT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 9831583 (value 170676286; 0.06% of shares outstanding; change 0.00)
Holder of LBRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3780714 (value 65633197; 0.02% of shares outstanding; change 0.02)
Holder of LBRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 5633357 (value 97795080; 0.03% of shares outstanding; change 0.04)
Holder of LBRT: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 2777551 (value 48218287; 0.02% of shares outstanding; change 0.00)
Holder of LBRX: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2025-12-31: 248406 (value 6947915; 0.01% of shares outstanding; change 0.73)
Holder of LBRX: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 874596 (value 24462449; 0.03% of shares outstanding; change 0.46)
Holder of LBRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 235561 (value 6588641; 0.01% of shares outstanding; change 1.00)
Holder of LBRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 599100 (value 16756826; 0.02% of shares outstanding; change 1.00)
Holder of LBRX: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 567627 (value 19872620; 0.02% of shares outstanding; change -0.02)
Holder of LBRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 188732 (value 5637424; 0.01% of shares outstanding; change 0.20)
Holder of LBRX: Prudential Sector Funds, Inc.-PGIM Jennison Health Sciences Fund
Shares held as of 2026-02-28: 231150 (value 8092561; 0.01% of shares outstanding; change -0.48)
Holder of LBRX: BlackRock Health Sciences Term Trust
Shares held as of 2026-03-31: 207987 (value 7281624; 0.01% of shares outstanding; change 0.00)
Holder of LBRX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 221731 (value 6325985; 0.01% of shares outstanding; change 0.00)
Holder of LBRX: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 235450 (value 8243104; 0.01% of shares outstanding; change -0.05)
Holder of LBRX: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2026-03-31: 729316 (value 25533351; 0.03% of shares outstanding; change -0.17)
Holder of LBRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 274123 (value 9597045; 0.01% of shares outstanding; change 0.16)
Holder of LBRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 599100 (value 20974489; 0.02% of shares outstanding; change 0.00)
Holder of LBRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 473930 (value 13255821; 0.02% of shares outstanding; change 0.02)
Holder of LBRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 190851 (value 6681693; 0.01% of shares outstanding; change 0.01)
Holder of LBRX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 187731 (value 5607525; 0.01% of shares outstanding; change -0.15)
Holder of LBRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 455316 (value 13600289; 0.02% of shares outstanding; change -0.04)
Holder of LBRX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 187731 (value 6572461; 0.01% of shares outstanding; change 0.00)
Holder of LBRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 459662 (value 16092765; 0.02% of shares outstanding; change 0.01)
Holder of LBTYA: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 4326061 (value 54119024; 0.02% of shares outstanding; change -0.06)
Holder of LBTYA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1594556 (value 19947895; 0.01% of shares outstanding; change 0.00)
Holder of LBTYA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 2008620 (value 22155078; 0.01% of shares outstanding; change 0.00)
Holder of LBTYA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1152403 (value 12711004; 0.01% of shares outstanding; change 0.00)
Holder of LBTYA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 957171 (value 10557595; 0.01% of shares outstanding; change 0.00)
Holder of LBTYA: PUTNAM FOCUSED INTERNATIONAL EQUITY FUND
Shares held as of 2026-01-31: 1981309 (value 21853837; 0.01% of shares outstanding; change 0.08)
Holder of LBTYA: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 880051 (value 10349399; 0.01% of shares outstanding; change -0.24)
Holder of LBTYA: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 2056861 (value 19930982; 0.01% of shares outstanding; change -0.52)
Holder of LBTYA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1583157 (value 15340790; 0.01% of shares outstanding; change -0.01)
Holder of LBTYA: VANGUARD TAX-Mnged Fd.S-Vanguard Tax-Mnged Capital Appreciation Fd.
Shares held as of 2026-03-31: 1078936 (value 10454889; 0.01% of shares outstanding; change -0.01)
Holder of LBTYA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 4150157 (value 48805847; 0.02% of shares outstanding; change 0.00)
Holder of LBTYA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2212823 (value 21442253; 0.01% of shares outstanding; change 0.10)
Holder of LBTYA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1152403 (value 11166784; 0.01% of shares outstanding; change 0.00)
Holder of LBTYA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 952530 (value 9230015; 0.01% of shares outstanding; change 0.00)
Holder of LBTYA: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 902617 (value 8746358; 0.01% of shares outstanding; change 0.09)
Holder of LBTYA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 884848 (value 9759873; 0.01% of shares outstanding; change 0.02)
Holder of LBTYA: PUTNAM FOCUSED INTERNATIONAL EQUITY FUND
Shares held as of 2026-04-30: 1601747 (value 15520927; 0.01% of shares outstanding; change -0.19)
Holder of LBTYA: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-04-30: 1599413 (value 17641524; 0.01% of shares outstanding; change 0.28)
Holder of LBTYA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 4209132 (value 46426724; 0.02% of shares outstanding; change 0.01)
Holder of LBTYA: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-05-31: 1546815 (value 14988636; 0.01% of shares outstanding; change -0.03)
Holder of LBTYA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4199988 (value 40697881; 0.02% of shares outstanding; change 0.00)
Holder of LBTYB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2 (value 28; 0.00% of shares outstanding; change 0.00)
Holder of LBTYB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 327 (value 4578; 0.00% of shares outstanding; change 0.00)
Holder of LBTYB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 12195 (value 147559; 0.00% of shares outstanding; change 1.00)
Holder of LBTYB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2 (value 26; 0.00% of shares outstanding; change 0.00)
Holder of LBTYB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 327 (value 4316; 0.00% of shares outstanding; change 0.00)
Holder of LBTYB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2 (value 24; 0.00% of shares outstanding; change 0.00)
Holder of LBTYB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 327 (value 3956; 0.00% of shares outstanding; change 0.00)
Holder of LBTYK: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 6395068 (value 77764025; 0.04% of shares outstanding; change 0.00)
Holder of LBTYK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1640560 (value 19949209; 0.01% of shares outstanding; change 0.01)
Holder of LBTYK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1879314 (value 19920729; 0.01% of shares outstanding; change 0.00)
Holder of LBTYK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1057607 (value 11210634; 0.01% of shares outstanding; change 0.00)
Holder of LBTYK: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 883813 (value 9368418; 0.01% of shares outstanding; change 0.00)
Holder of LBTYK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 1457230 (value 13989408; 0.01% of shares outstanding; change 0.01)
Holder of LBTYK: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 5185613 (value 49781886; 0.04% of shares outstanding; change -0.19)
Holder of LBTYK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1789872 (value 17182771; 0.01% of shares outstanding; change 0.09)
Holder of LBTYK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3587838 (value 40650204; 0.02% of shares outstanding; change 0.00)
Holder of LBTYK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1950707 (value 18726787; 0.01% of shares outstanding; change 0.04)
Holder of LBTYK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1057607 (value 10153027; 0.01% of shares outstanding; change 0.00)
Holder of LBTYK: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 880110 (value 8449056; 0.01% of shares outstanding; change 0.00)
Holder of LBTYK: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-04-30: 757686 (value 9099809; 0.01% of shares outstanding; change 0.57)
Holder of LBTYK: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 792528 (value 8400797; 0.01% of shares outstanding; change 0.02)
Holder of LBTYK: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-04-30: 1246808 (value 13216165; 0.01% of shares outstanding; change 0.28)
Holder of LBTYK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3635965 (value 38541230; 0.02% of shares outstanding; change 0.01)
Holder of LBTYK: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-05-31: 830142 (value 8413489; 0.01% of shares outstanding; change 0.10)
Holder of LBTYK: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 824465 (value 7914864; 0.01% of shares outstanding; change 0.05)
Holder of LBTYK: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-05-31: 1205804 (value 11575718; 0.01% of shares outstanding; change -0.03)
Holder of LBTYK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3628188 (value 34830606; 0.02% of shares outstanding; change 0.00)
Holder of LBTYK: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-06-30: 1276486 (value 12254266; 0.01% of shares outstanding; change 0.54)
Holder of LC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 987797 (value 17829735; 0.01% of shares outstanding; change -0.05)
Holder of LC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1243786 (value 22201580; 0.01% of shares outstanding; change 0.01)
Holder of LC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2481667 (value 44297756; 0.02% of shares outstanding; change -0.04)
Holder of LC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1602685 (value 28607927; 0.01% of shares outstanding; change -0.03)
Holder of LC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3444243 (value 61479738; 0.03% of shares outstanding; change 0.03)
Holder of LC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1109837 (value 21319967; 0.01% of shares outstanding; change 0.01)
Holder of LC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 2272800 (value 38978519; 0.02% of shares outstanding; change 0.06)
Holder of LC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1126511 (value 21640275; 0.01% of shares outstanding; change 0.23)
Holder of LC: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1446965 (value 27796196; 0.01% of shares outstanding; change 1.31)
Holder of LC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1289939 (value 24779727; 0.01% of shares outstanding; change 0.04)
Holder of LC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2523224 (value 48471130; 0.02% of shares outstanding; change 0.02)
Holder of LC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1606332 (value 30857636; 0.01% of shares outstanding; change 0.00)
Holder of LC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3500423 (value 67243122; 0.03% of shares outstanding; change 0.02)
Holder of LC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2825886 (value 50442066; 0.02% of shares outstanding; change 0.02)
Holder of LC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 987364 (value 17624447; 0.01% of shares outstanding; change 0.00)
Holder of LC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2225054 (value 38159675; 0.02% of shares outstanding; change 0.06)
Holder of LC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2715337 (value 52161621; 0.02% of shares outstanding; change -0.04)
Holder of LC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 976099 (value 18750860; 0.01% of shares outstanding; change -0.01)
Holder of LC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2361248 (value 45359571; 0.02% of shares outstanding; change 0.06)
Holder of LCCC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 31531 (value 327922; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 11340 (value 117935; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 5798 (value 60299; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 566036 (value 5886774; 0.06% of shares outstanding; change 0.00)
Holder of LCCC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1039999; 0.01% of shares outstanding; change 1.00)
Holder of LCCC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 21622 (value 224868; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 32249 (value 335389; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 14402 (value 150644; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2525 (value 26259; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 31531 (value 329814; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 11340 (value 118616; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 5798 (value 60647; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 566036 (value 5920736; 0.06% of shares outstanding; change 0.00)
Holder of LCCC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1046000; 0.01% of shares outstanding; change 0.00)
Holder of LCCC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 21622 (value 226166; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 32249 (value 337324; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2525 (value 26297; 0.00% of shares outstanding; change 0.00)
Holder of LCCC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2525 (value 26411; 0.00% of shares outstanding; change 0.00)
Holder of LCID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1474602 (value 9658643; 0.00% of shares outstanding; change 0.06)
Holder of LCID: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1657526 (value 10856795; 0.00% of shares outstanding; change 0.02)
Holder of LCID: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2946838 (value 19301789; 0.01% of shares outstanding; change 0.01)
Holder of LCID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4271960 (value 27981338; 0.01% of shares outstanding; change 0.11)
Holder of LCID: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 460980 (value 2378656; 0.00% of shares outstanding; change 0.00)
Holder of LCID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 655351 (value 3352120; 0.00% of shares outstanding; change 0.31)
Holder of LCID: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-03-31: 487035 (value 3190079; 0.00% of shares outstanding; change 0.07)
Holder of LCID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1519342 (value 9571854; 0.00% of shares outstanding; change 0.03)
Holder of LCID: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1689645 (value 10644763; 0.00% of shares outstanding; change 0.02)
Holder of LCID: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3023912 (value 19050646; 0.01% of shares outstanding; change 0.03)
Holder of LCID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4271960 (value 26913348; 0.01% of shares outstanding; change 0.00)
Holder of LCID: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 460980 (value 2595317; 0.00% of shares outstanding; change 0.00)
Holder of LCID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 920394 (value 4749232; 0.00% of shares outstanding; change 0.40)
Holder of LCID: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-04-30: 489536 (value 2526005; 0.00% of shares outstanding; change 0.01)
Holder of LCID: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-04-30: 826605 (value 4298345; 0.00% of shares outstanding; change 0.19)
Holder of LCID: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-04-30: 982796 (value 5110539; 0.00% of shares outstanding; change 0.30)
Holder of LCID: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-04-30: 514118 (value 2652848; 0.00% of shares outstanding; change 0.02)
Holder of LCID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 898385 (value 5659825; 0.00% of shares outstanding; change -0.02)
Holder of LCID: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-05-31: 490301 (value 3088896; 0.00% of shares outstanding; change 0.00)
Holder of LCID: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-05-31: 881712 (value 6489400; 0.00% of shares outstanding; change 0.07)
Holder of LCID: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 1070576 (value 7879439; 0.00% of shares outstanding; change 0.33)
Holder of LCID: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 519881 (value 3275250; 0.00% of shares outstanding; change 0.01)
Holder of LCID: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-06-30: 973670 (value 6134121; 0.00% of shares outstanding; change 0.10)
Holder of LCID: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 944809 (value 5952296; 0.00% of shares outstanding; change -0.12)
Holder of LCID: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 1692511 (value 10662819; 0.00% of shares outstanding; change 4.10)
Holder of LCII: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 521233 (value 56824819; 0.02% of shares outstanding; change -0.04)
Holder of LCII: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 336353 (value 36669202; 0.01% of shares outstanding; change -0.04)
Holder of LCII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 726315 (value 79182858; 0.03% of shares outstanding; change 0.02)
Holder of LCII: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 312020 (value 34016419; 0.01% of shares outstanding; change -0.14)
Holder of LCII: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 288082 (value 26310529; 0.01% of shares outstanding; change 0.00)
Holder of LCII: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 455131 (value 41567115; 0.02% of shares outstanding; change 0.00)
Holder of LCII: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 708730 (value 66804891; 0.03% of shares outstanding; change 1.00)
Holder of LCII: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 530078 (value 54783560; 0.02% of shares outstanding; change 0.02)
Holder of LCII: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 337576 (value 34888479; 0.01% of shares outstanding; change 0.00)
Holder of LCII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 733614 (value 75819005; 0.03% of shares outstanding; change 0.01)
Holder of LCII: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 298020 (value 30800366; 0.01% of shares outstanding; change -0.04)
Holder of LCII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 579068 (value 63129991; 0.02% of shares outstanding; change 0.01)
Holder of LCII: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 722410 (value 68094368; 0.03% of shares outstanding; change -0.04)
Holder of LCII: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 297354 (value 30731535; 0.01% of shares outstanding; change 0.03)
Holder of LCII: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 453145 (value 46832535; 0.02% of shares outstanding; change 0.00)
Holder of LCII: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 925218 (value 84500161; 0.04% of shares outstanding; change 0.31)
Holder of LCII: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1480275 (value 135193518; 0.06% of shares outstanding; change 0.02)
Holder of LCII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 556368 (value 50813090; 0.02% of shares outstanding; change -0.04)
Holder of LCII: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 634677 (value 57965051; 0.03% of shares outstanding; change -0.12)
Holder of LCII: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 494932 (value 51151221; 0.02% of shares outstanding; change -0.47)
Holder of LCII: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1466723 (value 151585819; 0.06% of shares outstanding; change -0.01)
Holder of LCII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 565987 (value 58494755; 0.02% of shares outstanding; change 0.02)
Holder of LCII: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 546969 (value 56529245; 0.02% of shares outstanding; change -0.14)
Holder of LCNB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 72058 (value 1212015; 0.01% of shares outstanding; change 0.11)
Holder of LCNB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 147872 (value 2519739; 0.01% of shares outstanding; change -0.01)
Holder of LCNB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 376955 (value 6423313; 0.03% of shares outstanding; change 0.00)
Holder of LCNB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 115897 (value 1972566; 0.01% of shares outstanding; change 0.00)
Holder of LCNB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 64093 (value 1090862; 0.00% of shares outstanding; change 0.00)
Holder of LCNB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 139544 (value 2375038; 0.01% of shares outstanding; change 0.00)
Holder of LCNB: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 66457 (value 1329140; 0.00% of shares outstanding; change 0.00)
Holder of LCNB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 76829 (value 1536580; 0.01% of shares outstanding; change 0.07)
Holder of LCNB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 65828 (value 1107226; 0.00% of shares outstanding; change -0.09)
Holder of LCNB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 147872 (value 2957440; 0.01% of shares outstanding; change 0.00)
Holder of LCNB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 384776 (value 7695520; 0.03% of shares outstanding; change 0.02)
Holder of LCNB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 321740 (value 5482449; 0.02% of shares outstanding; change 0.01)
Holder of LCNB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 113137 (value 1927854; 0.01% of shares outstanding; change 0.00)
Holder of LCNB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 131611 (value 2632220; 0.01% of shares outstanding; change 0.14)
Holder of LCNB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 64093 (value 1281860; 0.00% of shares outstanding; change 0.00)
Holder of LCNB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 65588 (value 1116307; 0.00% of shares outstanding; change 0.00)
Holder of LCNB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 138860 (value 2777200; 0.01% of shares outstanding; change 0.00)
Holder of LCNB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 309255 (value 5263520; 0.02% of shares outstanding; change -0.04)
Holder of LCNB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 111847 (value 1903635; 0.01% of shares outstanding; change -0.01)
Holder of LCNB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 65588 (value 1311760; 0.00% of shares outstanding; change 0.00)
Holder of LCNB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 312170 (value 6243400; 0.02% of shares outstanding; change 0.01)
Holder of LCNB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 112793 (value 2255860; 0.01% of shares outstanding; change 0.01)
Holder of LCO.DE: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 2766095 (value 100077317; 0.01% of shares outstanding; change -0.04)
Holder of LCO.DE: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2301465 (value 83267004; 0.01% of shares outstanding; change -0.19)
Holder of LCO.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1887109 (value 68275604; 0.01% of shares outstanding; change 0.04)
Holder of LCO.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4383038 (value 158578316; 0.02% of shares outstanding; change 0.02)
Holder of LCO.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2791118 (value 100982650; 0.01% of shares outstanding; change 0.00)
Holder of LCO.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6051889 (value 218957345; 0.03% of shares outstanding; change 0.01)
Holder of LCO.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8547054 (value 309232416; 0.04% of shares outstanding; change 0.00)
Holder of LCO.DE: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1480222 (value 53554432; 0.01% of shares outstanding; change 0.00)
Holder of LCO.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2716311 (value 98276132; 0.01% of shares outstanding; change 0.11)
Holder of LCO.DE: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1560285 (value 56451111; 0.01% of shares outstanding; change 0.00)