speb/financial-data huggingface dataset:
Holder of SPRU: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 13130 (value 28492; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 44025 (value 95534; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 102473 (value 267966; 0.01% of shares outstanding; change 0.06)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 27630 (value 72252; 0.00% of shares outstanding; change 0.06)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 30655 (value 80162; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 193214 (value 419274; 0.01% of shares outstanding; change 0.00)
Holder of SPRU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 423209 (value 918363; 0.02% of shares outstanding; change 0.00)
Holder of SPRU: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 9634 (value 20905; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 43571 (value 113938; 0.00% of shares outstanding; change -0.01)
Holder of SPRU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 14484 (value 31430; 0.00% of shares outstanding; change 0.14)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 102100 (value 277712; 0.01% of shares outstanding; change 0.00)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 27630 (value 75153; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 30655 (value 83381; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 43858 (value 119293; 0.00% of shares outstanding; change 0.01)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 102100 (value 221557; 0.01% of shares outstanding; change 0.00)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 27630 (value 59957; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 30655 (value 66521; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 43284 (value 93926; 0.00% of shares outstanding; change -0.01)
Holder of SPRY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 693653 (value 6291432; 0.01% of shares outstanding; change -0.01)
Holder of SPRY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1749763 (value 15870349; 0.02% of shares outstanding; change 0.00)
Holder of SPRY: abrdn Healthcare Investors
Shares held as of 2025-12-31: 1415750 (value 12840852; 0.01% of shares outstanding; change 0.13)
Holder of SPRY: abrdn Healthcare Opportunities Fund
Shares held as of 2025-12-31: 1417732 (value 12858828; 0.01% of shares outstanding; change 0.07)
Holder of SPRY: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 581057 (value 5270186; 0.01% of shares outstanding; change 0.14)
Holder of SPRY: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 901810 (value 9297661; 0.01% of shares outstanding; change 0.03)
Holder of SPRY: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 704527 (value 7263673; 0.01% of shares outstanding; change 1.00)
Holder of SPRY: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 1074609 (value 6383177; 0.01% of shares outstanding; change 0.00)
Holder of SPRY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 734317 (value 4361843; 0.01% of shares outstanding; change 0.06)
Holder of SPRY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1749763 (value 10393592; 0.02% of shares outstanding; change 0.00)
Holder of SPRY: abrdn Healthcare Investors
Shares held as of 2026-03-31: 1548014 (value 9195203; 0.02% of shares outstanding; change 0.09)
Holder of SPRY: abrdn Healthcare Opportunities Fund
Shares held as of 2026-03-31: 1783628 (value 10594750; 0.02% of shares outstanding; change 0.26)
Holder of SPRY: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 638505 (value 3792719; 0.01% of shares outstanding; change 0.10)
Holder of SPRY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1449876 (value 13150374; 0.01% of shares outstanding; change 0.02)
Holder of SPRY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 583829 (value 3467944; 0.01% of shares outstanding; change 0.01)
Holder of SPRY: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2407625 (value 23233580; 0.02% of shares outstanding; change 0.09)
Holder of SPRY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1393126 (value 14363129; 0.01% of shares outstanding; change -0.04)
Holder of SPRY: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2418584 (value 19203557; 0.02% of shares outstanding; change 0.00)
Holder of SPRY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1406376 (value 8353873; 0.01% of shares outstanding; change 0.01)
Holder of SPRY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 472819 (value 2808544; 0.00% of shares outstanding; change -0.01)
Holder of SPRY: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2278581 (value 13534771; 0.02% of shares outstanding; change -0.06)
Holder of SPSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 407411 (value 23120574; 0.01% of shares outstanding; change 0.00)
Holder of SPSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 484190 (value 27477782; 0.01% of shares outstanding; change -0.04)
Holder of SPSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 855314 (value 48539069; 0.02% of shares outstanding; change -0.05)
Holder of SPSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1198224 (value 67999212; 0.03% of shares outstanding; change 0.00)
Holder of SPSC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 373321 (value 20177999; 0.01% of shares outstanding; change 0.01)
Holder of SPSC: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 951512 (value 58194473; 0.03% of shares outstanding; change 0.03)
Holder of SPSC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1033317 (value 67775258; 0.03% of shares outstanding; change 0.22)
Holder of SPSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 421523 (value 25780346; 0.01% of shares outstanding; change 0.03)
Holder of SPSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 483183 (value 29551472; 0.01% of shares outstanding; change 0.00)
Holder of SPSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 863373 (value 52803892; 0.02% of shares outstanding; change 0.01)
Holder of SPSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1210545 (value 74036932; 0.03% of shares outstanding; change 0.01)
Holder of SPSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 932838 (value 52938556; 0.03% of shares outstanding; change 0.00)
Holder of SPSC: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 354913 (value 21706479; 0.01% of shares outstanding; change 1.60)
Holder of SPSC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 376919 (value 23052365; 0.01% of shares outstanding; change 0.01)
Holder of SPSC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 341987 (value 18169769; 0.01% of shares outstanding; change 0.00)
Holder of SPSC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2299003 (value 122146031; 0.06% of shares outstanding; change 0.02)
Holder of SPSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 896291 (value 48444527; 0.02% of shares outstanding; change -0.04)
Holder of SPSC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 345107 (value 18653033; 0.01% of shares outstanding; change 0.01)
Holder of SPSC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2285576 (value 139785827; 0.06% of shares outstanding; change -0.01)
Holder of SPSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 909273 (value 55611136; 0.02% of shares outstanding; change 0.01)
Holder of SPSC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1016285 (value 62155990; 0.03% of shares outstanding; change -0.02)
Holder of SPT: Meridian Fund Inc-MERIDIAN GROWTH FUND
Shares held as of 2025-12-31: 581156 (value 4347046; 0.01% of shares outstanding; change -0.26)
Holder of SPT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 588600 (value 4402728; 0.01% of shares outstanding; change 0.00)
Holder of SPT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 573991 (value 4293452; 0.01% of shares outstanding; change -0.52)
Holder of SPT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1564264 (value 11700694; 0.03% of shares outstanding; change 0.03)
Holder of SPT: VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio
Shares held as of 2025-12-31: 954053 (value 7136316; 0.02% of shares outstanding; change 0.15)
Holder of SPT: Legg Mason Partners Investment Trust-ClearBridge Select Fund
Shares held as of 2026-01-31: 494511 (value 3236574; 0.01% of shares outstanding; change 0.00)
Holder of SPT: Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund
Shares held as of 2026-01-31: 607033 (value 3973031; 0.01% of shares outstanding; change -0.03)
Holder of SPT: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1896670 (value 12413705; 0.03% of shares outstanding; change -0.12)
Holder of SPT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 515983 (value 3377108; 0.01% of shares outstanding; change 0.02)
Holder of SPT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1299979 (value 9840841; 0.02% of shares outstanding; change 0.03)
Holder of SPT: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 767131 (value 5807181; 0.01% of shares outstanding; change 0.42)
Holder of SPT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 604620 (value 4576973; 0.01% of shares outstanding; change 0.03)
Holder of SPT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1580250 (value 11962492; 0.03% of shares outstanding; change 0.01)
Holder of SPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1357901 (value 10157099; 0.03% of shares outstanding; change 0.06)
Holder of SPT: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 806155 (value 5780212; 0.01% of shares outstanding; change 0.56)
Holder of SPT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 525949 (value 3981434; 0.01% of shares outstanding; change 0.02)
Holder of SPT: Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund
Shares held as of 2026-04-30: 607033 (value 4595239; 0.01% of shares outstanding; change 0.00)
Holder of SPT: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 854188 (value 6466203; 0.02% of shares outstanding; change 3.82)
Holder of SPT: Vanguard Explorer Fund
Shares held as of 2026-04-30: 993497 (value 7520772; 0.02% of shares outstanding; change -0.48)
Holder of SPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1304783 (value 8539804; 0.02% of shares outstanding; change -0.04)
Holder of SPT: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 839184 (value 5492459; 0.02% of shares outstanding; change 0.04)
Holder of SPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1317185 (value 9971090; 0.02% of shares outstanding; change 0.01)
Holder of SPT: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 863471 (value 6536475; 0.02% of shares outstanding; change 0.03)
Holder of SPW0.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 1219505 (value 239388835; 0.02% of shares outstanding; change 0.09)
Holder of SPW0.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 872672 (value 171305516; 0.02% of shares outstanding; change 1.85)
Holder of SPW0.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1655663 (value 325006651; 0.03% of shares outstanding; change 0.22)
Holder of SPW0.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 556434 (value 109227995; 0.01% of shares outstanding; change 0.04)
Holder of SPW0.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 643957 (value 126408761; 0.01% of shares outstanding; change 0.01)
Holder of SPW0.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1150043 (value 225753444; 0.02% of shares outstanding; change 0.02)
Holder of SPW0.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1586862 (value 311501015; 0.03% of shares outstanding; change 0.01)
Holder of SPW0.DE: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 753014 (value 147816650; 0.02% of shares outstanding; change 0.03)
Holder of SPW0.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1690709 (value 331886181; 0.03% of shares outstanding; change 0.00)
Holder of SPW0.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1153117 (value 226356870; 0.02% of shares outstanding; change 0.02)
Holder of SPWH: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 192272 (value 249953; 0.00% of shares outstanding; change 0.12)
Holder of SPWH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 409601 (value 540673; 0.01% of shares outstanding; change 0.00)
Holder of SPWH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1089372 (value 1437971; 0.03% of shares outstanding; change 0.00)
Holder of SPWH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 156922 (value 196937; 0.00% of shares outstanding; change 0.08)
Holder of SPWH: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 148956 (value 186939; 0.00% of shares outstanding; change -0.04)
Holder of SPWH: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 198900 (value 222768; 0.01% of shares outstanding; change 0.00)
Holder of SPWH: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 203195 (value 227578; 0.01% of shares outstanding; change 0.06)
Holder of SPWH: EQ Advisors Trust-1290 VT GAMCO Mergers & Acquisitions Portfolio
Shares held as of 2026-03-31: 198000 (value 221760; 0.01% of shares outstanding; change 0.03)
Holder of SPWH: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 450000 (value 504000; 0.01% of shares outstanding; change 0.00)
Holder of SPWH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 234992 (value 305489; 0.01% of shares outstanding; change 0.16)
Holder of SPWH: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 1927598 (value 2544429; 0.05% of shares outstanding; change 0.00)
Holder of SPWH: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-03-31: 365000 (value 458074; 0.01% of shares outstanding; change 0.01)
Holder of SPWH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 409601 (value 458753; 0.01% of shares outstanding; change 0.00)
Holder of SPWH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1089372 (value 1220096; 0.03% of shares outstanding; change 0.00)
Holder of SPWH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 156922 (value 175752; 0.00% of shares outstanding; change 0.00)
Holder of SPWH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 234137 (value 293841; 0.01% of shares outstanding; change 0.00)
Holder of SPWH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 233093 (value 261064; 0.01% of shares outstanding; change 0.00)
Holder of SPWH: Gabelli 787 Fund, Inc.-Enterprise Mergers and Acquisitions Fund
Shares held as of 2026-06-30: 135000 (value 151200; 0.00% of shares outstanding; change 0.00)
Holder of SPWH: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-06-30: 365000 (value 408800; 0.01% of shares outstanding; change 0.00)
Holder of SPWR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 684106 (value 725152; 0.01% of shares outstanding; change 0.18)
Holder of SPWR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2082484 (value 2207432; 0.03% of shares outstanding; change 0.19)
Holder of SPWR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 617648 (value 396159; 0.01% of shares outstanding; change 0.01)
Holder of SPWR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 309048 (value 148837; 0.00% of shares outstanding; change 0.05)
Holder of SPWR: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 169500 (value 81631; 0.00% of shares outstanding; change 0.79)
Holder of SPWR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 384726 (value 361680; 0.00% of shares outstanding; change 0.16)
Holder of SPWR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 684106 (value 329465; 0.00% of shares outstanding; change 0.00)
Holder of SPWR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2211151 (value 1064890; 0.01% of shares outstanding; change 0.06)
Holder of SPWR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 203137 (value 190969; 0.00% of shares outstanding; change 0.22)
Holder of SPWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1786680 (value 1893880; 0.02% of shares outstanding; change 0.18)
Holder of SPWR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 507207 (value 537639; 0.01% of shares outstanding; change 0.31)
Holder of SPWR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 383326 (value 245865; 0.00% of shares outstanding; change 0.00)
Holder of SPWR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 800378 (value 385462; 0.01% of shares outstanding; change 0.30)
Holder of SPWR: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 178125 (value 85784; 0.00% of shares outstanding; change 0.18)
Holder of SPWR: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-04-30: 1251895 (value 1176906; 0.02% of shares outstanding; change 0.01)
Holder of SPWR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 204473 (value 131148; 0.00% of shares outstanding; change 0.01)
Holder of SPWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1716764 (value 1101132; 0.02% of shares outstanding; change -0.04)
Holder of SPWR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 501417 (value 321608; 0.01% of shares outstanding; change -0.01)
Holder of SPWR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 345444 (value 166365; 0.00% of shares outstanding; change -0.10)
Holder of SPWR: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-05-31: 1263583 (value 809956; 0.01% of shares outstanding; change 0.01)
Holder of SPWR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 201801 (value 97187; 0.00% of shares outstanding; change -0.01)
Holder of SPWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1733088 (value 834655; 0.01% of shares outstanding; change 0.01)
Holder of SPWR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 505663 (value 243527; 0.00% of shares outstanding; change 0.01)
Holder of SPX.L: AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd.
Shares held as of 2025-10-31: 579779 (value 3942497200; 0.01% of shares outstanding; change -0.26)
Holder of SPX.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 691620 (value 4727222700; 0.01% of shares outstanding; change 0.02)
Holder of SPX.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 666765 (value 4557338775; 0.01% of shares outstanding; change 0.00)
Holder of SPX.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1079447 (value 7340239600; 0.01% of shares outstanding; change 0.01)
Holder of SPX.L: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 1100698 (value 7792941840; 0.01% of shares outstanding; change -0.06)
Holder of SPX.L: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 1137559 (value 8053917720; 0.02% of shares outstanding; change 0.11)
Holder of SPX.L: IMPAX FUNDS SERIES TRUST I-Impax Global Environmental Markets Fund
Shares held as of 2026-03-31: 332070 (value 2351055600; 0.00% of shares outstanding; change -0.04)
Holder of SPX.L: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 505814 (value 3581163120; 0.01% of shares outstanding; change 0.29)
Holder of SPX.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 655246 (value 4455672800; 0.01% of shares outstanding; change -0.02)
Holder of SPX.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 708922 (value 5019167760; 0.01% of shares outstanding; change 0.03)
Holder of SPX.L: Virtus Opportunities Trust-Virtus KAR International Small-Mid Cap Fund
Shares held as of 2026-03-31: 320634 (value 2270088720; 0.00% of shares outstanding; change 0.00)
Holder of SPX.L: AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd.
Shares held as of 2026-04-30: 427873 (value 3029340840; 0.01% of shares outstanding; change -0.26)
Holder of SPX.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 655246 (value 4639141680; 0.01% of shares outstanding; change 0.00)
Holder of SPX.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1074498 (value 7607445840; 0.01% of shares outstanding; change 0.00)
Holder of SPX.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 523329 (value 3558637200; 0.01% of shares outstanding; change 0.00)
Holder of SPX.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 526904 (value 3730480320; 0.01% of shares outstanding; change 0.01)
Holder of SPXC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 637952 (value 138218682; 0.01% of shares outstanding; change 0.02)
Holder of SPXC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1130870 (value 245014298; 0.02% of shares outstanding; change 0.01)
Holder of SPXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1566034 (value 339296932; 0.03% of shares outstanding; change 0.06)
Holder of SPXC: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 540312 (value 117063999; 0.01% of shares outstanding; change 0.05)
Holder of SPXC: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 1219505 (value 268376474; 0.02% of shares outstanding; change 0.09)
Holder of SPXC: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 872672 (value 192048933; 0.02% of shares outstanding; change 1.85)
Holder of SPXC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1655663 (value 364361768; 0.03% of shares outstanding; change 0.22)
Holder of SPXC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 556434 (value 122454434; 0.01% of shares outstanding; change 0.04)
Holder of SPXC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 643957 (value 141715621; 0.01% of shares outstanding; change 0.01)
Holder of SPXC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1150043 (value 253089971; 0.02% of shares outstanding; change 0.02)
Holder of SPXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1586862 (value 349220731; 0.03% of shares outstanding; change 0.01)
Holder of SPXC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1177786 (value 255179119; 0.02% of shares outstanding; change 0.00)
Holder of SPXC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 731488 (value 171140756; 0.01% of shares outstanding; change -0.44)
Holder of SPXC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1683580 (value 409059434; 0.03% of shares outstanding; change 0.02)
Holder of SPXC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1134461 (value 271391439; 0.02% of shares outstanding; change -0.04)
Holder of SPXC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 753014 (value 165715796; 0.02% of shares outstanding; change 0.03)
Holder of SPXC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1690709 (value 372074342; 0.03% of shares outstanding; change 0.00)
Holder of SPXC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1153117 (value 253766466; 0.02% of shares outstanding; change 0.02)
Holder of SPXX: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 72 (value 1326; 0.00% of shares outstanding; change 2.13)
Holder of SPXX: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 163 (value 3004; 0.00% of shares outstanding; change 2.70)
Holder of SPXX: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 11381 (value 209524; 0.00% of shares outstanding; change 1.00)
Holder of SPXX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 87955 (value 1619251; 0.00% of shares outstanding; change 1.00)
Holder of SPXX: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 1764 (value 32475; 0.00% of shares outstanding; change 23.50)
Holder of SPXX: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 4763 (value 87686; 0.00% of shares outstanding; change 28.22)
Holder of SPXX: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 56810 (value 1045872; 0.00% of shares outstanding; change 1.00)
Holder of SPXX: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 24597 (value 445820; 0.00% of shares outstanding; change 1.00)
Holder of SPXX: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 26599 (value 489687; 0.00% of shares outstanding; change 1.00)
Holder of SPXX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1887076 (value 34203252; 0.11% of shares outstanding; change 0.02)
Holder of SPXX: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 2754 (value 49448; 0.00% of shares outstanding; change -0.89)
Holder of SPXX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1836056 (value 34095559; 0.10% of shares outstanding; change -0.03)
Holder of SPXX: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 2754 (value 50701; 0.00% of shares outstanding; change 0.00)
Holder of SPXX: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1832015 (value 33727395; 0.10% of shares outstanding; change 0.00)
Holder of SQ3.DE: -Price (T.Rowe) Large Cap Growth Trust
Shares held as of 2025-12-31: 5443668 (value 361187363; 0.01% of shares outstanding; change 0.03)
Holder of SQ3.DE: T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund
Shares held as of 2025-12-31: 8457158 (value 561132420; 0.02% of shares outstanding; change -0.04)
Holder of SQ3.DE: -Price (T.Rowe) Large Cap Growth Trust
Shares held as of 2026-03-31: 5185517 (value 355207914; 0.01% of shares outstanding; change -0.05)
Holder of SQ3.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6994125 (value 464060183; 0.01% of shares outstanding; change 0.00)
Holder of SQ3.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 13636084 (value 934071754; 0.03% of shares outstanding; change 0.12)
Holder of SQ3.DE: T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund
Shares held as of 2026-03-31: 8052667 (value 551607689; 0.02% of shares outstanding; change -0.05)
Holder of SQ3.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13917275 (value 953333337; 0.03% of shares outstanding; change 0.01)
Holder of SQ3.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 6585287 (value 451092159; 0.01% of shares outstanding; change -0.04)
Holder of SQ3.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11827674 (value 810195669; 0.02% of shares outstanding; change -0.01)
Holder of SQ3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17383009 (value 1190736116; 0.03% of shares outstanding; change 0.01)
Holder of SQ3.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6585432 (value 436943403; 0.01% of shares outstanding; change 0.03)
Holder of SQ3.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7083862 (value 470014232; 0.01% of shares outstanding; change 0.01)
Holder of SQ3.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7008502 (value 480082387; 0.01% of shares outstanding; change 0.00)
Holder of SQ3.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7215702 (value 494275587; 0.01% of shares outstanding; change 0.02)
Holder of SQ3.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6468428 (value 443087318; 0.01% of shares outstanding; change -0.02)
Holder of SQFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 6645 (value 18473; 0.00% of shares outstanding; change 0.00)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 7017 (value 15125; 0.00% of shares outstanding; change 0.05)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 601 (value 1295; 0.00% of shares outstanding; change 0.00)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1179 (value 2541; 0.00% of shares outstanding; change 0.00)
Holder of SQFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 6645 (value 15283; 0.00% of shares outstanding; change 0.00)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 7017 (value 18945; 0.00% of shares outstanding; change 0.00)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 601 (value 1622; 0.00% of shares outstanding; change 0.00)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 805 (value 2173; 0.00% of shares outstanding; change -0.32)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 7017 (value 16139; 0.00% of shares outstanding; change 0.00)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 601 (value 1382; 0.00% of shares outstanding; change 0.00)
Holder of SQFT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 805 (value 1851; 0.00% of shares outstanding; change 0.00)
Holder of SQM: Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd.
Shares held as of 2026-02-28: 300000 (value 20619001; 0.00% of shares outstanding; change -0.43)
Holder of SQM: GMO TRUST-GMO Climate Change Fund
Shares held as of 2026-02-28: 281883 (value 24205293; 0.00% of shares outstanding; change 0.13)
Holder of SQM: GMO TRUST-GMO Resources Fund
Shares held as of 2026-02-28: 467262 (value 32114918; 0.00% of shares outstanding; change 0.10)
Holder of SQM: BARON SELECT FUNDS-Baron Emerging Markets Fund
Shares held as of 2026-03-31: 470585 (value 32343308; 0.00% of shares outstanding; change -0.02)
Holder of SQM: Baillie Gifford Funds-Baillie Gifford Emerging Markets Equities Fund
Shares held as of 2026-03-31: 1283087 (value 88186573; 0.01% of shares outstanding; change -0.02)
Holder of SQM: Driehaus Mutual Funds-DRIEHAUS EMERGING MARKETS GROWTH FUND
Shares held as of 2026-03-31: 378338 (value 26003172; 0.00% of shares outstanding; change 0.17)
Holder of SQM: Lord Abbett Bond Debenture Fund Inc
Shares held as of 2026-03-31: 380679 (value 26164068; 0.00% of shares outstanding; change 1.00)
Holder of SQM: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 295252 (value 21833884; 0.00% of shares outstanding; change 0.04)
Holder of SQM: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-04-30: 769014 (value 56868582; 0.01% of shares outstanding; change -0.11)
Holder of SQM: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-04-30: 1792217 (value 132534441; 0.01% of shares outstanding; change -0.02)
Holder of SQM: iShares Trust-iShares Latin America 40 ETF
Shares held as of 2026-04-30: 1066743 (value 81861855; 0.01% of shares outstanding; change 0.14)
Holder of SQM: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 304469 (value 23364950; 0.00% of shares outstanding; change 0.03)
Holder of SQM: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 836298 (value 58381961; 0.01% of shares outstanding; change -0.08)
Holder of SQM: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-05-31: 1900712 (value 132688700; 0.01% of shares outstanding; change 0.06)
Holder of SQM: iShares Trust-iShares Latin America 40 ETF
Shares held as of 2026-05-31: 991150 (value 68121742; 0.01% of shares outstanding; change -0.07)
Holder of SQM: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 307937 (value 21164511; 0.00% of shares outstanding; change 0.01)
Holder of SQM: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 739357 (value 50816009; 0.01% of shares outstanding; change -0.12)
Holder of SQM: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-06-30: 1724851 (value 118549015; 0.01% of shares outstanding; change -0.09)
Holder of SQNS: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 433116 (value 1082790; 0.03% of shares outstanding; change -0.10)
Holder of SQU.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4715352 (value 581167134; 0.01% of shares outstanding; change 0.02)
Holder of SQU.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 1245442 (value 153500726; 0.00% of shares outstanding; change 0.01)
Holder of SQU.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7310776 (value 901053142; 0.01% of shares outstanding; change 0.01)
Holder of SQU.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 1233055 (value 145808753; 0.00% of shares outstanding; change -0.06)
Holder of SQU.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 1132913 (value 139631527; 0.00% of shares outstanding; change 1.00)
Holder of SQU.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1819437 (value 224245610; 0.00% of shares outstanding; change 0.00)
Holder of SQU.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 1362239 (value 167895956; 0.00% of shares outstanding; change 0.00)
Holder of SQU.DE: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 6552318 (value 774811603; 0.01% of shares outstanding; change 0.02)
Holder of SQU.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4828518 (value 570972253; 0.01% of shares outstanding; change 0.02)
Holder of SQU.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 1214582 (value 143624321; 0.00% of shares outstanding; change -0.02)
Holder of SQU.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1152162 (value 136243156; 0.00% of shares outstanding; change 0.04)
Holder of SQU.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7305409 (value 863864614; 0.01% of shares outstanding; change 0.00)
Holder of SQU.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3508959 (value 432479196; 0.01% of shares outstanding; change 0.01)
Holder of SQU.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1723072 (value 212368624; 0.00% of shares outstanding; change 0.00)
Holder of SQU.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1860567 (value 220012047; 0.00% of shares outstanding; change 0.01)
Holder of SQU.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 1392020 (value 164606365; 0.00% of shares outstanding; change 0.00)
Holder of SQU.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3518413 (value 416052337; 0.01% of shares outstanding; change 0.00)
Holder of SQU.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1663211 (value 196674700; 0.00% of shares outstanding; change -0.03)
Holder of SR: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 1345834 (value 110708307; 0.02% of shares outstanding; change -0.17)
Holder of SR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 636031 (value 52319911; 0.01% of shares outstanding; change 0.01)
Holder of SR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1272798 (value 104700366; 0.02% of shares outstanding; change -0.04)
Holder of SR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 820628 (value 67504861; 0.01% of shares outstanding; change -0.04)
Holder of SR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1768187 (value 145451066; 0.03% of shares outstanding; change 0.01)
Holder of SR: DNP Select Income Fund Inc
Shares held as of 2026-01-31: 741590 (value 58110992; 0.01% of shares outstanding; change -0.04)
Holder of SR: American Century Capital Portfolios, Inc.-Equity Income Fund
Shares held as of 2026-03-31: 808397 (value 67323301; 0.01% of shares outstanding; change 0.00)
Holder of SR: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1363134 (value 113521797; 0.02% of shares outstanding; change 0.01)
Holder of SR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 658467 (value 54837130; 0.01% of shares outstanding; change 0.04)
Holder of SR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1294385 (value 107796381; 0.02% of shares outstanding; change 0.02)
Holder of SR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 824334 (value 68650534; 0.01% of shares outstanding; change 0.00)
Holder of SR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1787803 (value 148888231; 0.03% of shares outstanding; change 0.01)
Holder of SR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1431218 (value 117731995; 0.02% of shares outstanding; change 0.00)
Holder of SR: DNP Select Income Fund Inc
Shares held as of 2026-04-30: 741590 (value 61759614; 0.01% of shares outstanding; change 0.00)
Holder of SR: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 619767 (value 50455233; 0.01% of shares outstanding; change 0.08)
Holder of SR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1996138 (value 153802438; 0.03% of shares outstanding; change 0.02)
Holder of SR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1375149 (value 107756676; 0.02% of shares outstanding; change -0.04)
Holder of SR: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 618127 (value 49901394; 0.01% of shares outstanding; change 0.00)
Holder of SR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2004897 (value 166967819; 0.03% of shares outstanding; change 0.00)
Holder of SR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1394090 (value 116099813; 0.02% of shares outstanding; change 0.01)
Holder of SR: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 616002 (value 51300645; 0.01% of shares outstanding; change 0.00)
Holder of SRAD: -Price (T.Rowe) U.S. Mid-Cap Growth Equity Trust
Shares held as of 2025-12-31: 1410600 (value 18634026; 0.01% of shares outstanding; change 0.33)
Holder of SRAD: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 4222500 (value 55779225; 0.02% of shares outstanding; change 0.29)
Holder of SRAD: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1209797 (value 15981418; 0.01% of shares outstanding; change 0.09)
Holder of SRAD: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-01-31: 1000000 (value 14989999; 0.00% of shares outstanding; change -0.36)
Holder of SRAD: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 1000000 (value 14989999; 0.00% of shares outstanding; change -0.25)
Holder of SRAD: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1112965 (value 16683345; 0.01% of shares outstanding; change 0.22)
Holder of SRAD: MFS SERIES TRUST I-MFS New Discovery Fund
Shares held as of 2026-02-28: 808772 (value 11557351; 0.00% of shares outstanding; change 0.12)
Holder of SRAD: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 3643288 (value 52062585; 0.02% of shares outstanding; change 0.00)
Holder of SRAD: -Price (T.Rowe) U.S. Mid-Cap Growth Equity Trust
Shares held as of 2026-03-31: 2144253 (value 30641375; 0.01% of shares outstanding; change 0.52)
Holder of SRAD: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-03-31: 2271181 (value 32455176; 0.01% of shares outstanding; change 0.00)
Holder of SRAD: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 1348218 (value 19266035; 0.01% of shares outstanding; change -0.02)
Holder of SRAD: JNL Series Trust-JNL/T. ROWE PRICE MID-CAP GROWTH FUND
Shares held as of 2026-03-31: 1052850 (value 15045226; 0.00% of shares outstanding; change 0.41)
Holder of SRAD: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2026-03-31: 824937 (value 11788349; 0.00% of shares outstanding; change -0.04)
Holder of SRAD: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 1795166 (value 27169837; 0.01% of shares outstanding; change 0.05)
Holder of SRAD: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Mid-Cap Eqy. Growth 
Shares held as of 2026-03-31: 720850 (value 10300946; 0.00% of shares outstanding; change 0.44)
Holder of SRAD: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 5875100 (value 83955178; 0.03% of shares outstanding; change 0.39)
Holder of SRAD: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1647203 (value 23538530; 0.01% of shares outstanding; change 0.48)
Holder of SRB.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 29254744 (value 2693191661; 0.21% of shares outstanding; change 0.75)
Holder of SRB.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 15979094 (value 1471035354; 0.11% of shares outstanding; change 0.06)
Holder of SRB.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 26368754 (value 2223413329; 0.19% of shares outstanding; change 0.10)
Holder of SRB.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 23445861 (value 2158425906; 0.17% of shares outstanding; change 0.22)
Holder of SRB.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 23533780 (value 1984368322; 0.17% of shares outstanding; change 0.26)
Holder of SRB.DE: Income Fund of America
Shares held as of 2026-03-31: 18941998 (value 1597189265; 0.14% of shares outstanding; change 0.10)
Holder of SRB.DE: Investment Co of America
Shares held as of 2026-03-31: 23533780 (value 2207703844; 0.17% of shares outstanding; change 0.26)
Holder of SRB.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 28951293 (value 2665255962; 0.21% of shares outstanding; change 0.01)
Holder of SRB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 36171829 (value 3329978489; 0.26% of shares outstanding; change 0.01)
Holder of SRB.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 18713658 (value 1577935636; 0.13% of shares outstanding; change 0.06)
Holder of SRB.DE: Income Fund of America
Shares held as of 2026-04-30: 18941998 (value 1743800289; 0.14% of shares outstanding; change 0.00)
Holder of SRB.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 24384916 (value 2056136109; 0.17% of shares outstanding; change 0.02)
Holder of SRB.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 24687734 (value 2315956266; 0.18% of shares outstanding; change 0.01)
Holder of SRB.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 28924014 (value 2662744658; 0.21% of shares outstanding; change 0.10)