speb/financial-data huggingface dataset:
Holder of MYPS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 866205 (value 533409; 0.01% of shares outstanding; change -0.09)
Holder of MYPS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2029071 (value 1249501; 0.02% of shares outstanding; change 0.01)
Holder of MYPS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 729802 (value 449412; 0.01% of shares outstanding; change 0.01)
Holder of MYRG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 167225 (value 77769658; 0.01% of shares outstanding; change 0.00)
Holder of MYRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 491286 (value 228477465; 0.03% of shares outstanding; change 0.06)
Holder of MYRG: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 291910 (value 110683518; 0.02% of shares outstanding; change -0.16)
Holder of MYRG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 150925 (value 72908846; 0.01% of shares outstanding; change 0.01)
Holder of MYRG: SmallCap World Fund Inc
Shares held as of 2026-03-31: 219175 (value 83104587; 0.01% of shares outstanding; change 0.00)
Holder of MYRG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 173071 (value 65623333; 0.01% of shares outstanding; change 0.04)
Holder of MYRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 496692 (value 188330712; 0.03% of shares outstanding; change 0.01)
Holder of MYRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 378322 (value 175942428; 0.02% of shares outstanding; change 0.01)
Holder of MYRG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 186592 (value 83156591; 0.01% of shares outstanding; change 0.83)
Holder of MYRG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 152546 (value 57840868; 0.01% of shares outstanding; change 0.01)
Holder of MYRG: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 145900 (value 65030548; 0.01% of shares outstanding; change 0.03)
Holder of MYRG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 141702 (value 63159415; 0.01% of shares outstanding; change 0.00)
Holder of MYRG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 945858 (value 436135129; 0.06% of shares outstanding; change 0.01)
Holder of MYRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 364324 (value 175997633; 0.02% of shares outstanding; change -0.04)
Holder of MYRG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 186372 (value 90032583; 0.01% of shares outstanding; change 0.00)
Holder of MYRG: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 155549 (value 60898990; 0.01% of shares outstanding; change 0.11)
Holder of MYRG: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 149082 (value 58367095; 0.01% of shares outstanding; change 0.02)
Holder of MYRG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 941789 (value 357098147; 0.06% of shares outstanding; change 0.00)
Holder of MYRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 368355 (value 139669170; 0.02% of shares outstanding; change 0.01)
Holder of MYRG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 186008 (value 70528655; 0.01% of shares outstanding; change 0.00)
Holder of MYRG: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 184468 (value 69944734; 0.01% of shares outstanding; change 0.19)
Holder of MYRG: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 154832 (value 58707651; 0.01% of shares outstanding; change 0.04)
Holder of MYSE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 32906 (value 58243; 0.01% of shares outstanding; change 0.00)
Holder of MYSE: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 3800 (value 8777; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 3061 (value 7070; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 100140 (value 154215; 0.02% of shares outstanding; change 3.29)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 988 (value 1521; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5765 (value 8878; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 5809 (value 8945; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 32906 (value 81277; 0.01% of shares outstanding; change 0.00)
Holder of MYSE: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-04-30: 3061 (value 7560; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 99776 (value 230482; 0.02% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 988 (value 2282; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5765 (value 13317; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 5809 (value 13418; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 32076 (value 79227; 0.01% of shares outstanding; change -0.68)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 988 (value 2440; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5765 (value 14239; 0.00% of shares outstanding; change 0.00)
Holder of MYSE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 5809 (value 14348; 0.00% of shares outstanding; change 0.00)
Holder of MYSZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1815 (value 948; 0.00% of shares outstanding; change 0.00)
Holder of MYSZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1815 (value 833; 0.00% of shares outstanding; change 0.00)
Holder of MYSZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1815 (value 762; 0.00% of shares outstanding; change 0.00)
Holder of MYX.AX: Schwab Strategic Tr-Schwab International Small Cap Equity ETF
Shares held as of 2022-08-31: 3229982 (value 8753251; 0.00% of shares outstanding; change 0.04)
Holder of MYX.AX: Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund
Shares held as of 2022-09-30: 12072799 (value 32717285; 0.01% of shares outstanding; change 0.00)
Holder of MYX.AX: DFA Asia Pacific Small Company Series
Shares held as of 2022-10-31: 9810900 (value 26587539; 0.01% of shares outstanding; change 0.03)
Holder of MYX.AX: DFA International Core Equity Portfolio
Shares held as of 2022-10-31: 7537063 (value 20425441; 0.00% of shares outstanding; change 0.00)
Holder of MYX.AX: DFA International Small Cap Value Portfolio
Shares held as of 2022-10-31: 4898374 (value 13274593; 0.00% of shares outstanding; change 0.74)
Holder of MYX.AX: Vanguard International Stock Index-Total Intl Stock Indx
Shares held as of 2022-10-31: 21826666 (value 59150265; 0.01% of shares outstanding; change 0.05)
Holder of MYX.AX: Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index
Shares held as of 2022-10-31: 5578128 (value 15116727; 0.00% of shares outstanding; change 0.02)
Holder of MYX.AX: iShares Core MSCI Total International Stock ETF
Shares held as of 2022-11-30: 1828966 (value 4956497; 0.00% of shares outstanding; change 0.00)
Holder of MYX.AX: iShares MSCI EAFE Small Cap ETF
Shares held as of 2022-11-30: 6701556 (value 18161217; 0.00% of shares outstanding; change 0.00)
Holder of MYX.AX: iShares Core MSCI EAFE ETF
Shares held as of 2022-12-31: 4611079 (value 12496024; 0.00% of shares outstanding; change 0.06)
Holder of MZTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 218664 (value 24477248; 0.01% of shares outstanding; change 0.00)
Holder of MZTI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 245948 (value 27531419; 0.01% of shares outstanding; change -0.04)
Holder of MZTI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 436343 (value 48844236; 0.02% of shares outstanding; change -0.04)
Holder of MZTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 608246 (value 68087058; 0.02% of shares outstanding; change 0.00)
Holder of MZTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 226038 (value 24229013; 0.01% of shares outstanding; change 0.03)
Holder of MZTI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 247515 (value 26531133; 0.01% of shares outstanding; change 0.01)
Holder of MZTI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 443112 (value 47497176; 0.02% of shares outstanding; change 0.02)
Holder of MZTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 615187 (value 65941896; 0.02% of shares outstanding; change 0.01)
Holder of MZTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 488725 (value 54707877; 0.02% of shares outstanding; change 0.00)
Holder of MZTI: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 515616 (value 57547902; 0.02% of shares outstanding; change 0.01)
Holder of MZTI: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 260286 (value 29050520; 0.01% of shares outstanding; change 0.10)
Holder of MZTI: ProShares Trust-ProShares S&P MidCap 400 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 206510 (value 22170913; 0.01% of shares outstanding; change 0.36)
Holder of MZTI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 228798 (value 25536144; 0.01% of shares outstanding; change 0.17)
Holder of MZTI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 684472 (value 73279570; 0.03% of shares outstanding; change 0.02)
Holder of MZTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 469657 (value 50281477; 0.02% of shares outstanding; change -0.04)
Holder of MZTI: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 520931 (value 55812547; 0.02% of shares outstanding; change 0.01)
Holder of MZTI: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 286308 (value 30675038; 0.01% of shares outstanding; change 0.10)
Holder of MZTI: ProShares Trust-ProShares S&P MidCap 400 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 207260 (value 22189255; 0.01% of shares outstanding; change 0.00)
Holder of MZTI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 228226 (value 26200345; 0.01% of shares outstanding; change 0.00)
Holder of MZTI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 688718 (value 73823684; 0.03% of shares outstanding; change 0.01)
Holder of MZTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 482177 (value 51684553; 0.02% of shares outstanding; change 0.03)
Holder of MZTI: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 615624 (value 65988738; 0.02% of shares outstanding; change 0.18)
Holder of MZTI: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 298940 (value 32043379; 0.01% of shares outstanding; change 0.04)
Holder of MZTI: ProShares Trust-ProShares S&P MidCap 400 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 206510 (value 22135807; 0.01% of shares outstanding; change 0.00)
Holder of MZTI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 227344 (value 24369003; 0.01% of shares outstanding; change 0.00)
Holder of N4U.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 10510026 (value 395176961; 0.02% of shares outstanding; change 0.02)
Holder of N4U.DE: Investment Co of America
Shares held as of 2026-03-31: 10341247 (value 388830871; 0.02% of shares outstanding; change 1.00)
Holder of N4U.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13275747 (value 499168066; 0.03% of shares outstanding; change 0.01)
Holder of N4U.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 12043565 (value 452838025; 0.02% of shares outstanding; change 0.02)
Holder of N4U.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 7669134 (value 288359426; 0.01% of shares outstanding; change 0.00)
Holder of N4U.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16617146 (value 624804664; 0.03% of shares outstanding; change 0.01)
Holder of N4U.DE: Capital Income Builder
Shares held as of 2026-04-30: 9030709 (value 339554644; 0.02% of shares outstanding; change 0.00)
Holder of N4U.DE: Income Fund of America
Shares held as of 2026-04-30: 12472417 (value 468962860; 0.02% of shares outstanding; change 0.00)
Holder of N4U.DE: Capital Group Dividend Value ETF
Shares held as of 2026-05-31: 8775151 (value 329945664; 0.02% of shares outstanding; change 1.00)
Holder of N4U.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6685175 (value 251362569; 0.01% of shares outstanding; change 0.00)
Holder of N4U.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6875963 (value 258536198; 0.01% of shares outstanding; change 0.02)
Holder of N4U.DE: Capital Income Builder
Shares held as of 2026-06-30: 8955344 (value 336720920; 0.02% of shares outstanding; change -0.01)
Holder of N4U.DE: Investment Co of America
Shares held as of 2026-06-30: 11827587 (value 444717253; 0.02% of shares outstanding; change 0.14)
Holder of N6B.DE: -Victory Pioneer Fund
Shares held as of 2026-03-31: 1157322 (value 282386568; 0.01% of shares outstanding; change 0.05)
Holder of N6B.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2107319 (value 514185836; 0.03% of shares outstanding; change 0.01)
Holder of N6B.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1779527 (value 434204588; 0.02% of shares outstanding; change -0.01)
Holder of N6B.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2616346 (value 638388424; 0.03% of shares outstanding; change 0.01)
Holder of N6B.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 762243 (value 185987292; 0.01% of shares outstanding; change 0.00)
Holder of N6B.DE: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 1435000 (value 350140000; 0.02% of shares outstanding; change 0.21)
Holder of N6B.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 1521300 (value 352941600; 0.02% of shares outstanding; change 0.00)
Holder of N6B.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 1536100 (value 374808400; 0.02% of shares outstanding; change 0.01)
Holder of N6B.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1060876 (value 258853744; 0.01% of shares outstanding; change 0.00)
Holder of N6B.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1092025 (value 266454100; 0.01% of shares outstanding; change 0.02)
Holder of N6B.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 991319 (value 241881836; 0.01% of shares outstanding; change -0.01)
Holder of N7I.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5676877 (value 581028352; 0.01% of shares outstanding; change 0.50)
Holder of N7I.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 11904009 (value 1218375302; 0.02% of shares outstanding; change 0.95)
Holder of N7I.DE: Investment Co of America
Shares held as of 2026-03-31: 7102158 (value 747857259; 0.01% of shares outstanding; change 2.65)
Holder of N7I.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11798664 (value 1207593242; 0.02% of shares outstanding; change 0.01)
Holder of N7I.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 4759574 (value 487142391; 0.01% of shares outstanding; change 0.01)
Holder of N7I.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12857779 (value 1315993661; 0.02% of shares outstanding; change 0.01)
Holder of N7I.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5942147 (value 608178736; 0.01% of shares outstanding; change 0.00)
Holder of N7I.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6117675 (value 626144026; 0.01% of shares outstanding; change 0.02)
Holder of N7I.DE: Investment Co of America
Shares held as of 2026-06-30: 5813956 (value 595058387; 0.01% of shares outstanding; change -0.18)
Holder of N7I.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5574179 (value 570517212; 0.01% of shares outstanding; change -0.01)
Holder of N7I.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 6579345 (value 673395950; 0.01% of shares outstanding; change 0.00)
Holder of N91.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2390051 (value 531069324; 0.00% of shares outstanding; change 0.01)
Holder of N91.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1657111 (value 356278865; 0.00% of shares outstanding; change 0.16)
Holder of N91.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 1498314 (value 322137510; 0.00% of shares outstanding; change -0.15)
Holder of N91.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 971917 (value 208962155; 0.00% of shares outstanding; change 0.06)
Holder of N91.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3673356 (value 789771540; 0.01% of shares outstanding; change 0.00)
Holder of N91.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2446779 (value 516270369; 0.00% of shares outstanding; change 0.02)
Holder of N91.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 3955249 (value 867781606; 0.01% of shares outstanding; change 0.00)
Holder of N91.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1714748 (value 361811828; 0.00% of shares outstanding; change 0.03)
Holder of N91.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 1470728 (value 310323608; 0.00% of shares outstanding; change -0.02)
Holder of N91.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 922688 (value 194687168; 0.00% of shares outstanding; change -0.05)
Holder of N91.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3673356 (value 775078116; 0.01% of shares outstanding; change 0.00)
Holder of N91.L: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-04-30: 682003 (value 146903442; 0.00% of shares outstanding; change 0.01)
Holder of N91.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2705981 (value 581785915; 0.00% of shares outstanding; change 0.00)
Holder of N91.L: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 738932 (value 158870380; 0.00% of shares outstanding; change 0.01)
Holder of N91.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1098058 (value 236082470; 0.00% of shares outstanding; change 0.03)
Holder of N91.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 3855024 (value 828830160; 0.01% of shares outstanding; change -0.03)
Holder of N91.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2724636 (value 574898196; 0.00% of shares outstanding; change 0.01)
Holder of N91.L: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 751919 (value 158654909; 0.00% of shares outstanding; change 0.02)
Holder of N91.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1098058 (value 231690238; 0.00% of shares outstanding; change 0.00)
Holder of N91.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 3188306 (value 672732566; 0.00% of shares outstanding; change -0.17)
Holder of N91.L: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-06-30: 682003 (value 143902633; 0.00% of shares outstanding; change 0.00)
Holder of NA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 8323 (value 22222; 0.00% of shares outstanding; change 0.00)
Holder of NA: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-04-30: 341149 (value 910867; 0.02% of shares outstanding; change 0.21)
Holder of NAAS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 203 (value 635; 0.00% of shares outstanding; change 0.00)
Holder of NAAS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 203 (value 629; 0.00% of shares outstanding; change 0.00)
Holder of NAAS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 203 (value 633; 0.00% of shares outstanding; change 0.00)
Holder of NAB.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 28878483 (value 1079188878; 0.01% of shares outstanding; change 0.02)
Holder of NAB.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 8753650 (value 330887963; 0.00% of shares outstanding; change 0.04)
Holder of NAB.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 6783541 (value 256417844; 0.00% of shares outstanding; change 0.02)
Holder of NAB.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 44716637 (value 1690288844; 0.01% of shares outstanding; change 0.01)
Holder of NAB.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 6532462 (value 263846136; 0.00% of shares outstanding; change 0.02)
Holder of NAB.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 11286737 (value 421785349; 0.00% of shares outstanding; change 0.01)
Holder of NAB.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 5500873 (value 205567618; 0.00% of shares outstanding; change -0.03)
Holder of NAB.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 29573873 (value 1194488712; 0.01% of shares outstanding; change 0.02)
Holder of NAB.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 11421269 (value 431723959; 0.00% of shares outstanding; change 0.01)
Holder of NAB.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 5824732 (value 220174865; 0.00% of shares outstanding; change 0.06)
Holder of NAB.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 8841923 (value 357125264; 0.00% of shares outstanding; change 0.01)
Holder of NAB.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 7053274 (value 284881732; 0.00% of shares outstanding; change 0.04)
Holder of NAB.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 44726838 (value 1806516959; 0.01% of shares outstanding; change 0.00)
Holder of NAB.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 21876811 (value 826943439; 0.01% of shares outstanding; change 0.01)
Holder of NAB.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 10684998 (value 403892916; 0.00% of shares outstanding; change 0.00)
Holder of NAB.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 8054999 (value 304478956; 0.00% of shares outstanding; change 0.01)
Holder of NAB.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 11540825 (value 466133914; 0.00% of shares outstanding; change 0.01)
Holder of NAB.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 5875629 (value 237316651; 0.00% of shares outstanding; change 0.01)
Holder of NAB.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 22551194 (value 910842711; 0.01% of shares outstanding; change 0.03)
Holder of NAB.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 10953191 (value 442399377; 0.00% of shares outstanding; change 0.03)
Holder of NAB.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 8147194 (value 329065160; 0.00% of shares outstanding; change 0.01)
Holder of NABL: Delaware VIP Trust-Nomura VIP Small Cap Value Series
Shares held as of 2025-12-31: 1076665 (value 3983660; 0.01% of shares outstanding; change 0.00)
Holder of NABL: ETF Series Solutions-Defiance Connective Technologies ETF
Shares held as of 2025-12-31: 1187532 (value 4393868; 0.01% of shares outstanding; change -0.02)
Holder of NABL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1693835 (value 6267189; 0.01% of shares outstanding; change -0.05)
Holder of NABL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1089958 (value 4032844; 0.01% of shares outstanding; change -0.04)
Holder of NABL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2464736 (value 9119523; 0.01% of shares outstanding; change 0.00)
Holder of NABL: Vanguard Explorer Fund
Shares held as of 2026-01-31: 875827 (value 2680030; 0.00% of shares outstanding; change -0.41)
Holder of NABL: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 2799714 (value 11422832; 0.01% of shares outstanding; change 0.20)
Holder of NABL: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1878324 (value 7663561; 0.01% of shares outstanding; change 0.03)
Holder of NABL: Delaware VIP Trust-Nomura VIP Small Cap Value Series
Shares held as of 2026-03-31: 1402765 (value 5723281; 0.01% of shares outstanding; change 0.30)
Holder of NABL: ETF Series Solutions-Defiance Connective Technologies ETF
Shares held as of 2026-03-31: 1835958 (value 7894619; 0.01% of shares outstanding; change 0.55)
Holder of NABL: ETF Series Solutions-Defiance Space and Connective Tech ETF
Shares held as of 2026-03-31: 1835958 (value 7490708; 0.01% of shares outstanding; change 0.55)
Holder of NABL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1728248 (value 7051251; 0.01% of shares outstanding; change 0.02)
Holder of NABL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1105975 (value 4512377; 0.01% of shares outstanding; change 0.01)
Holder of NABL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2464736 (value 10056122; 0.01% of shares outstanding; change 0.00)
Holder of NABL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1767499 (value 6539746; 0.01% of shares outstanding; change -0.02)
Holder of NABL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 894810 (value 3650824; 0.00% of shares outstanding; change 3.23)
Holder of NABL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4592303 (value 14052446; 0.02% of shares outstanding; change 0.03)
Holder of NABL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1698264 (value 5196687; 0.01% of shares outstanding; change -0.04)
Holder of NABL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4584722 (value 18705665; 0.02% of shares outstanding; change 0.00)
Holder of NABL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1714429 (value 6994870; 0.01% of shares outstanding; change 0.01)
Holder of NAC: PIMCO Flexible Municipal Income Fund
Shares held as of 2025-12-31: 401979 (value 4871985; 0.00% of shares outstanding; change 0.00)
Holder of NAC: PIMCO Flexible Municipal Income Fund
Shares held as of 2026-03-31: 401979 (value 4711193; 0.00% of shares outstanding; change 0.00)
Holder of NAD: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 237123 (value 2828877; 0.00% of shares outstanding; change 0.00)
Holder of NAD: PIMCO Flexible Municipal Income Fund
Shares held as of 2025-12-31: 300646 (value 3586706; 0.00% of shares outstanding; change 0.00)
Holder of NAD: -BHILL Managed Account Completion
Shares held as of 2026-03-31: 30937 (value 370625; 0.00% of shares outstanding; change -0.78)
Holder of NAD: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-03-31: 63951 (value 766132; 0.00% of shares outstanding; change -0.89)
Holder of NAD: Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund
Shares held as of 2026-03-31: 22418 (value 260272; 0.00% of shares outstanding; change -0.31)
Holder of NAD: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 247123 (value 2869097; 0.00% of shares outstanding; change 0.04)
Holder of NAD: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-03-31: 6468 (value 76839; 0.00% of shares outstanding; change 0.00)
Holder of NAD: PIMCO Flexible Municipal Income Fund
Shares held as of 2026-03-31: 300646 (value 3490499; 0.00% of shares outstanding; change 0.00)
Holder of NAD: SIT MUTUAL FUNDS II INC-Sit Tax-Free Income Fund
Shares held as of 2026-03-31: 7010 (value 81386; 0.00% of shares outstanding; change 0.00)
Holder of NAD: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 1119320 (value 13140816; 0.00% of shares outstanding; change 0.01)
Holder of NAD: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-05-31: 6468 (value 75093; 0.00% of shares outstanding; change 0.00)
Holder of NAD: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 1151849 (value 13799150; 0.00% of shares outstanding; change 0.03)
Holder of NAD: -BHILL Managed Account Completion
Shares held as of 2026-06-30: 3430 (value 39822; 0.00% of shares outstanding; change -0.89)
Holder of NAD: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-06-30: 9133 (value 106034; 0.00% of shares outstanding; change -0.86)
Holder of NAD: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 1288803 (value 14963002; 0.01% of shares outstanding; change 0.12)
Holder of NAGE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 613432 (value 2367847; 0.01% of shares outstanding; change 0.01)
Holder of NAGE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1375552 (value 5309630; 0.02% of shares outstanding; change -0.34)
Holder of NAGE: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 301230 (value 1054305; 0.00% of shares outstanding; change -0.02)
Holder of NAGE: Victory Portfolios III-Victory Small Cap Stock Fund
Shares held as of 2026-01-31: 278258 (value 973903; 0.00% of shares outstanding; change 0.00)
Holder of NAGE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 513312 (value 1796592; 0.01% of shares outstanding; change 0.00)
Holder of NAGE: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 643269 (value 2064893; 0.01% of shares outstanding; change 1.00)
Holder of NAGE: Bernstein Fund Inc-Small Cap Core Portfolio
Shares held as of 2026-03-31: 290411 (value 932219; 0.00% of shares outstanding; change 0.28)
Holder of NAGE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 303135 (value 1045815; 0.00% of shares outstanding; change 0.05)
Holder of NAGE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 631670 (value 2027660; 0.01% of shares outstanding; change 0.03)
Holder of NAGE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1470818 (value 4721325; 0.02% of shares outstanding; change 0.07)
Holder of NAGE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1325086 (value 5114831; 0.02% of shares outstanding; change 0.02)
Holder of NAGE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 354150 (value 1136821; 0.00% of shares outstanding; change 0.35)
Holder of NAGE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 322933 (value 1130265; 0.00% of shares outstanding; change 0.07)
Holder of NAGE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 518349 (value 1663900; 0.01% of shares outstanding; change 0.01)
Holder of NAGE: Victory Portfolios III-Victory Small Cap Stock Fund
Shares held as of 2026-04-30: 282651 (value 907309; 0.00% of shares outstanding; change 0.02)
Holder of NAGE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1273330 (value 4456655; 0.02% of shares outstanding; change -0.04)
Holder of NAGE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 439443 (value 1538050; 0.01% of shares outstanding; change 0.00)
Holder of NAGE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 321267 (value 1031267; 0.00% of shares outstanding; change -0.01)
Holder of NAGE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1285414 (value 4126178; 0.02% of shares outstanding; change 0.01)
Holder of NAGE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 434915 (value 1396077; 0.01% of shares outstanding; change -0.01)
Holder of NAII: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 24042 (value 60105; 0.00% of shares outstanding; change 0.00)
Holder of NAII: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 51835 (value 131660; 0.01% of shares outstanding; change 0.00)
Holder of NAII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 159045 (value 403974; 0.03% of shares outstanding; change 0.00)
Holder of NAII: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 67137 (value 179255; 0.01% of shares outstanding; change 0.00)
Holder of NAII: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 25533 (value 68173; 0.00% of shares outstanding; change 0.00)
Holder of NAII: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 149173 (value 398291; 0.02% of shares outstanding; change 0.00)
Holder of NAII: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 16917 (value 45168; 0.00% of shares outstanding; change 0.00)
Holder of NAII: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 18100 (value 43440; 0.00% of shares outstanding; change 0.00)
Holder of NAII: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 31610 (value 75864; 0.01% of shares outstanding; change 0.00)
Holder of NAII: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 24906 (value 59774; 0.00% of shares outstanding; change 0.04)
Holder of NAII: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 29243 (value 73107; 0.00% of shares outstanding; change 0.34)
Holder of NAII: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 51835 (value 124404; 0.01% of shares outstanding; change 0.00)
Holder of NAII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 159045 (value 381708; 0.03% of shares outstanding; change 0.00)
Holder of NAII: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 67137 (value 161128; 0.01% of shares outstanding; change 0.00)
Holder of NAII: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 25533 (value 61279; 0.00% of shares outstanding; change 0.00)
Holder of NAII: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 145145 (value 348348; 0.02% of shares outstanding; change -0.03)
Holder of NAII: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 16917 (value 40600; 0.00% of shares outstanding; change 0.00)
Holder of NAII: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 29137 (value 77795; 0.00% of shares outstanding; change 0.00)
Holder of NAII: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 29137 (value 69928; 0.00% of shares outstanding; change 0.00)
Holder of NAK: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 1091245 (value 2084277; 0.00% of shares outstanding; change -0.21)
Holder of NAK: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-01-31: 8480331 (value 17299874; 0.02% of shares outstanding; change 0.00)
Holder of NAK: -Sarmaya Thematic ETF
Shares held as of 2026-02-28: 127205 (value 259498; 0.00% of shares outstanding; change 1.33)
Holder of NAK: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 403052 (value 636822; 0.00% of shares outstanding; change 1.00)
Holder of NAK: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-03-31: 297338 (value 567915; 0.00% of shares outstanding; change 1.00)
Holder of NAK: STATE STREET Inst. INVESTMENT TRT-State Street Global All Cap Eqy. ex-
Shares held as of 2026-03-31: 168100 (value 265598; 0.00% of shares outstanding; change 1.00)
Holder of NAK: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 1369092 (value 2163165; 0.00% of shares outstanding; change 0.25)
Holder of NAK: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-04-30: 94200 (value 221369; 0.00% of shares outstanding; change 0.00)
Holder of NAK: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 8480331 (value 13398923; 0.02% of shares outstanding; change 0.00)
Holder of NAK: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-04-30: 297338 (value 606569; 0.00% of shares outstanding; change 0.00)
Holder of NAK: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 22061804 (value 45006079; 0.04% of shares outstanding; change 0.05)
Holder of NAK: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 429231 (value 901385; 0.00% of shares outstanding; change 0.02)
Holder of NAK: iShares Trust-iShares Copper and Metals Mining ETF
Shares held as of 2026-04-30: 673813 (value 1374578; 0.00% of shares outstanding; change 0.02)
Holder of NAK: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 131131 (value 267507; 0.00% of shares outstanding; change 0.03)
Holder of NAK: iShares, Inc.-iShares MSCI Global Metals & Mining Producers ETF
Shares held as of 2026-04-30: 637331 (value 1300155; 0.00% of shares outstanding; change -0.01)
Holder of NAK: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-05-31: 297338 (value 469794; 0.00% of shares outstanding; change 0.00)
Holder of NAK: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 22450277 (value 36593951; 0.04% of shares outstanding; change 0.02)
Holder of NAK: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 420535 (value 664445; 0.00% of shares outstanding; change -0.02)
Holder of NAK: iShares Trust-iShares Copper and Metals Mining ETF
Shares held as of 2026-05-31: 673813 (value 1064624; 0.00% of shares outstanding; change 0.00)
Holder of NAK: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 132048 (value 227122; 0.00% of shares outstanding; change 0.01)
Holder of NAK: iShares, Inc.-iShares MSCI Global Metals & Mining Producers ETF
Shares held as of 2026-05-31: 685835 (value 1083619; 0.00% of shares outstanding; change 0.08)
Holder of NAK: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 22876805 (value 36145352; 0.04% of shares outstanding; change 0.02)
Holder of NAK: SPDR INDEX SHARES Fd.S-State Street SPDR S&P North American Natural Re
Shares held as of 2026-06-30: 138400 (value 218672; 0.00% of shares outstanding; change 1.00)
Holder of NAKA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 120038 (value 751437; 0.01% of shares outstanding; change 0.19)
Holder of NAKA: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 24183 (value 98908; 0.00% of shares outstanding; change 0.20)
Holder of NAKA: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 12430 (value 50838; 0.00% of shares outstanding; change 0.19)
Holder of NAKA: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 52051 (value 253488; 0.00% of shares outstanding; change 0.16)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 60442 (value 260505; 0.00% of shares outstanding; change 0.06)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5772 (value 24877; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 16647 (value 71748; 0.00% of shares outstanding; change 0.06)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 19889 (value 85721; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 123610 (value 601980; 0.01% of shares outstanding; change 0.03)
Holder of NAKA: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 14623 (value 91539; 0.00% of shares outstanding; change 0.02)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 60222 (value 246307; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5772 (value 23607; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 16647 (value 68086; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 19889 (value 81346; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF
Shares held as of 2026-04-30: 16846 (value 70921; 0.00% of shares outstanding; change 0.11)
Holder of NAKA: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 25900 (value 126132; 0.00% of shares outstanding; change 0.07)
Holder of NAKA: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 12177 (value 59301; 0.00% of shares outstanding; change -0.02)
Holder of NAKA: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 14775 (value 60429; 0.00% of shares outstanding; change 0.01)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 60220 (value 293271; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5772 (value 28109; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 16645 (value 81061; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 19889 (value 96859; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF
Shares held as of 2026-05-31: 22418 (value 91017; 0.00% of shares outstanding; change 0.33)
Holder of NAKA: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 14798 (value 72066; 0.00% of shares outstanding; change 0.00)
Holder of NAKA: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF
Shares held as of 2026-06-30: 36774 (value 179089; 0.00% of shares outstanding; change 0.64)
Holder of NAMM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 33891 (value 65070; 0.00% of shares outstanding; change 0.00)
Holder of NAMM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 33891 (value 61681; 0.00% of shares outstanding; change 0.00)
Holder of NAMM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 33891 (value 51514; 0.00% of shares outstanding; change 0.00)
Holder of NAMS: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 538294 (value 18129742; 0.00% of shares outstanding; change -0.28)
Holder of NAMS: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 3953142 (value 121835835; 0.03% of shares outstanding; change 0.39)
Holder of NAMS: Prudential Sector Funds, Inc.-PGIM Jennison Health Sciences Fund
Shares held as of 2026-02-28: 534102 (value 15830782; 0.00% of shares outstanding; change -0.31)
Holder of NAMS: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 586400 (value 19749952; 0.01% of shares outstanding; change 0.00)