speb/financial-data huggingface dataset:
Holder of SOBO.TO: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 1319000 (value 71595318; 0.01% of shares outstanding; change -0.27)
Holder of SOBO.TO: THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund
Shares held as of 2026-03-31: 3421560 (value 185722272; 0.02% of shares outstanding; change 0.31)
Holder of SOBO.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2003278 (value 108737927; 0.01% of shares outstanding; change 0.02)
Holder of SOBO.TO: Capital Income Builder
Shares held as of 2026-04-30: 2102883 (value 111473824; 0.01% of shares outstanding; change -0.81)
Holder of SOBO.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 5199546 (value 268088598; 0.02% of shares outstanding; change 0.37)
Holder of SOBO.TO: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 2336813 (value 117471590; 0.01% of shares outstanding; change 0.05)
Holder of SOBO.TO: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-04-30: 1074397 (value 58318267; 0.01% of shares outstanding; change -0.16)
Holder of SOBO.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3043898 (value 165222779; 0.01% of shares outstanding; change 0.00)
Holder of SOBO.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1377531 (value 71025500; 0.01% of shares outstanding; change 0.18)
Holder of SOBO.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 5388406 (value 292482671; 0.03% of shares outstanding; change 0.04)
Holder of SOBO.TO: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 2161777 (value 114595795; 0.01% of shares outstanding; change -0.07)
Holder of SOBO.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1521252 (value 82573556; 0.01% of shares outstanding; change 0.10)
Holder of SOBO.TO: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 2159497 (value 117217494; 0.01% of shares outstanding; change 0.00)
Holder of SOBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 10363 (value 11813; 0.00% of shares outstanding; change 0.00)
Holder of SOBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 49682 (value 50849; 0.02% of shares outstanding; change 1.62)
Holder of SOBR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1042 (value 1066; 0.00% of shares outstanding; change 0.00)
Holder of SOBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 10363 (value 6170; 0.00% of shares outstanding; change 0.00)
Holder of SOBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 49682 (value 42234; 0.02% of shares outstanding; change 0.00)
Holder of SOBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 15977 (value 9512; 0.01% of shares outstanding; change -0.68)
Holder of SOC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1329122 (value 19471636; 0.01% of shares outstanding; change 0.58)
Holder of SOC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3944055 (value 57780404; 0.03% of shares outstanding; change 0.69)
Holder of SOC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 745100 (value 6750606; 0.00% of shares outstanding; change 0.01)
Holder of SOC: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 594028 (value 2797871; 0.00% of shares outstanding; change 0.59)
Holder of SOC: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 819027 (value 3857617; 0.01% of shares outstanding; change 0.05)
Holder of SOC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 655682 (value 8609104; 0.00% of shares outstanding; change 0.01)
Holder of SOC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3478384 (value 16383188; 0.02% of shares outstanding; change -0.18)
Holder of SOC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1376069 (value 6481285; 0.01% of shares outstanding; change 0.04)
Holder of SOC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3960824 (value 18655481; 0.03% of shares outstanding; change 0.00)
Holder of SOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3033542 (value 44441389; 0.02% of shares outstanding; change 0.61)
Holder of SOC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 653296 (value 5918862; 0.00% of shares outstanding; change 0.00)
Holder of SOC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1231483 (value 5800284; 0.01% of shares outstanding; change 0.65)
Holder of SOC: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 1819736 (value 23893133; 0.01% of shares outstanding; change 0.03)
Holder of SOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2914821 (value 26408279; 0.02% of shares outstanding; change -0.04)
Holder of SOC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1018532 (value 9227900; 0.01% of shares outstanding; change 0.00)
Holder of SOC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 637932 (value 3004659; 0.00% of shares outstanding; change -0.02)
Holder of SOC: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 1917506 (value 7516623; 0.01% of shares outstanding; change 0.05)
Holder of SOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2981683 (value 14043727; 0.02% of shares outstanding; change 0.02)
Holder of SOC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1016967 (value 4789914; 0.01% of shares outstanding; change 0.00)
Holder of SOC: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 4697683 (value 22126087; 0.03% of shares outstanding; change 1.45)
Holder of SOCA: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 100000 (value 1027000; 0.01% of shares outstanding; change 0.00)
Holder of SOCA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 85806 (value 881227; 0.00% of shares outstanding; change 0.00)
Holder of SOCA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 29233 (value 300222; 0.00% of shares outstanding; change 1.13)
Holder of SOCA: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 527480 (value 5417219; 0.03% of shares outstanding; change 1.13)
Holder of SOCA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1027000; 0.01% of shares outstanding; change 1.00)
Holder of SOCA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 28293 (value 290569; 0.00% of shares outstanding; change 1.13)
Holder of SOCA: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-02-28: 63760 (value 655452; 0.00% of shares outstanding; change 1.00)
Holder of SOCA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 39103 (value 401587; 0.00% of shares outstanding; change 0.00)
Holder of SOCA: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 100000 (value 1030000; 0.01% of shares outstanding; change 0.00)
Holder of SOCA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 85806 (value 883801; 0.00% of shares outstanding; change 0.00)
Holder of SOCA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 29233 (value 301099; 0.00% of shares outstanding; change 0.00)
Holder of SOCA: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 527480 (value 5433044; 0.03% of shares outstanding; change 0.00)
Holder of SOCA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1030000; 0.01% of shares outstanding; change 0.00)
Holder of SOCA: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 778922 (value 8022896; 0.04% of shares outstanding; change 1.00)
Holder of SOCA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 28293 (value 291417; 0.00% of shares outstanding; change 0.00)
Holder of SOCA: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 37354 (value 383625; 0.00% of shares outstanding; change 0.01)
Holder of SOCA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 39103 (value 401978; 0.00% of shares outstanding; change 0.00)
Holder of SOCA: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-05-31: 63760 (value 656728; 0.00% of shares outstanding; change 0.00)
Holder of SOCA: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 37606 (value 386589; 0.00% of shares outstanding; change 0.01)
Holder of SOCA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 39103 (value 402760; 0.00% of shares outstanding; change 0.00)
Holder of SOCA: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 37858 (value 389937; 0.00% of shares outstanding; change 0.01)
Holder of SOF.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 144269 (value 30844712; 0.00% of shares outstanding; change 0.07)
Holder of SOF.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 38313 (value 8436522; 0.00% of shares outstanding; change 0.02)
Holder of SOF.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 34178 (value 7525995; 0.00% of shares outstanding; change 0.03)
Holder of SOF.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 223383 (value 49188935; 0.01% of shares outstanding; change 0.01)
Holder of SOF.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 148232 (value 33559723; 0.00% of shares outstanding; change 0.03)
Holder of SOF.BR: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 61548 (value 13552869; 0.00% of shares outstanding; change 0.01)
Holder of SOF.BR: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 31471 (value 6929914; 0.00% of shares outstanding; change 0.06)
Holder of SOF.BR: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-04-30: 37184 (value 7949939; 0.00% of shares outstanding; change 0.05)
Holder of SOF.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 37313 (value 8447662; 0.00% of shares outstanding; change -0.03)
Holder of SOF.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 35589 (value 8057349; 0.00% of shares outstanding; change 0.04)
Holder of SOF.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 223383 (value 50573909; 0.01% of shares outstanding; change 0.00)
Holder of SOF.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 118147 (value 26015969; 0.00% of shares outstanding; change 0.02)
Holder of SOF.BR: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 57196 (value 12594559; 0.00% of shares outstanding; change 0.00)
Holder of SOF.BR: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 43282 (value 9530696; 0.00% of shares outstanding; change 0.00)
Holder of SOF.BR: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 62153 (value 14071438; 0.00% of shares outstanding; change 0.01)
Holder of SOF.BR: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-05-31: 39487 (value 8939856; 0.00% of shares outstanding; change 0.06)
Holder of SOF.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 119122 (value 26969220; 0.00% of shares outstanding; change 0.03)
Holder of SOF.BR: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-05-31: 38183 (value 8644630; 0.00% of shares outstanding; change 1.00)
Holder of SOF.BR: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 57196 (value 12949174; 0.00% of shares outstanding; change 0.00)
Holder of SOF.BR: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 42303 (value 9577398; 0.00% of shares outstanding; change -0.02)
Holder of SOFI: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2025-12-31: 37841476 (value 689471666; 0.03% of shares outstanding; change 0.53)
Holder of SOFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 13583832 (value 247497409; 0.01% of shares outstanding; change 0.06)
Holder of SOFI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 15335857 (value 279419304; 0.01% of shares outstanding; change 0.02)
Holder of SOFI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 27171730 (value 495068901; 0.02% of shares outstanding; change 0.01)
Holder of SOFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 37579229 (value 684693526; 0.03% of shares outstanding; change 0.05)
Holder of SOFI: -Fundstrat Granny Shots U.S. Large Cap ETF
Shares held as of 2026-01-31: 3495029 (value 60813856; 0.00% of shares outstanding; change 1.00)
Holder of SOFI: SCHWAB STRATEGIC TRUST-Schwab U.S. Large-Cap Growth ETF
Shares held as of 2026-02-28: 2416723 (value 39779258; 0.00% of shares outstanding; change 0.08)
Holder of SOFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 6761009 (value 109832596; 0.01% of shares outstanding; change 0.02)
Holder of SOFI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2401942 (value 39019549; 0.00% of shares outstanding; change 0.02)
Holder of SOFI: Fidelity Salem Street TRT-Fidelity SAI Small-Mid Cap Momentum Index Fd
Shares held as of 2026-03-31: 2418257 (value 44060640; 0.00% of shares outstanding; change 0.18)
Holder of SOFI: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-03-31: 4468778 (value 81421132; 0.00% of shares outstanding; change 0.01)
Holder of SOFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 14184690 (value 233479984; 0.01% of shares outstanding; change 0.04)
Holder of SOFI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 16454679 (value 270844001; 0.01% of shares outstanding; change 0.07)
Holder of SOFI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 29404426 (value 483996825; 0.02% of shares outstanding; change 0.08)
Holder of SOFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 40518643 (value 666936826; 0.03% of shares outstanding; change 0.08)
Holder of SOFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 6756015 (value 117555341; 0.01% of shares outstanding; change 0.00)
Holder of SOFI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2401942 (value 41794032; 0.00% of shares outstanding; change 0.00)
Holder of SOFI: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-04-30: 4491543 (value 78153300; 0.00% of shares outstanding; change 0.01)
Holder of SOFI: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-04-30: 4741387 (value 82500611; 0.00% of shares outstanding; change 0.02)
Holder of SOFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 6542850 (value 107695305; 0.01% of shares outstanding; change -0.03)
Holder of SOFI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2401942 (value 39535963; 0.00% of shares outstanding; change 0.00)
Holder of SOFI: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-05-31: 4502053 (value 74103788; 0.00% of shares outstanding; change 0.00)
Holder of SOFI: iShares Trust-iShares Russell 1000 Value ETF
Shares held as of 2026-05-31: 2345692 (value 38610088; 0.00% of shares outstanding; change -0.01)
Holder of SOFI: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 4794384 (value 78915556; 0.00% of shares outstanding; change 0.01)
Holder of SOGP: Northern Lights Fd. TRT IV-National Security Emerging Markets Index ET
Shares held as of 2026-02-28: 7117 (value 78287; 0.00% of shares outstanding; change 1.00)
Holder of SOGP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1505 (value 18500; 0.00% of shares outstanding; change 0.00)
Holder of SOGP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2153 (value 22972; 0.00% of shares outstanding; change 0.43)
Holder of SOGP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2153 (value 23683; 0.00% of shares outstanding; change 0.00)
Holder of SOH1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 238113 (value 36193176; 0.01% of shares outstanding; change 0.02)
Holder of SOH1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 93206 (value 14167312; 0.00% of shares outstanding; change 0.03)
Holder of SOH1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 372679 (value 56647208; 0.01% of shares outstanding; change 0.00)
Holder of SOH1.DE: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 908310 (value 101049487; 0.03% of shares outstanding; change -0.04)
Holder of SOH1.DE: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 256200 (value 28502250; 0.01% of shares outstanding; change 1.00)
Holder of SOH1.DE: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 264155 (value 29387243; 0.01% of shares outstanding; change 0.48)
Holder of SOH1.DE: Baillie Gifford Funds-Baillie Gifford International Growth Fund
Shares held as of 2026-03-31: 65601 (value 9971352; 0.00% of shares outstanding; change -0.21)
Holder of SOH1.DE: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-03-31: 223800 (value 34017600; 0.01% of shares outstanding; change 1.00)
Holder of SOH1.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2348530 (value 261273962; 0.07% of shares outstanding; change 0.48)
Holder of SOH1.DE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 557517 (value 62023766; 0.02% of shares outstanding; change 1.00)
Holder of SOH1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 244226 (value 27170142; 0.01% of shares outstanding; change 0.03)
Holder of SOH1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 93597 (value 10412666; 0.00% of shares outstanding; change 0.00)
Holder of SOH1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 371541 (value 41333936; 0.01% of shares outstanding; change 0.00)
Holder of SOH1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 196823 (value 29917096; 0.01% of shares outstanding; change 0.01)
Holder of SOH1.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 105677 (value 16062904; 0.00% of shares outstanding; change 0.00)
Holder of SOH1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 195784 (value 21780970; 0.01% of shares outstanding; change -0.01)
Holder of SOH1.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 105613 (value 11749446; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: Delaware VIP Trust-Nomura VIP Emerging Markets Series
Shares held as of 2025-12-31: 345704 (value 4670461; 0.01% of shares outstanding; change -0.15)
Holder of SOHU: FRANK FUNDS-Camelot Event Driven Fund
Shares held as of 2025-12-31: 29000 (value 391790; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 72129 (value 878891; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 243440 (value 2966316; 0.01% of shares outstanding; change -0.06)
Holder of SOHU: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 69858 (value 851219; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 274107 (value 3339993; 0.01% of shares outstanding; change 0.00)
Holder of SOHU: Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd.
Shares held as of 2026-02-28: 2219642 (value 28566792; 0.09% of shares outstanding; change 0.00)
Holder of SOHU: Delaware VIP Trust-Nomura VIP Emerging Markets Series
Shares held as of 2026-03-31: 345704 (value 4449210; 0.01% of shares outstanding; change 0.00)
Holder of SOHU: FRANK FUNDS-Camelot Event Driven Fund
Shares held as of 2026-03-31: 29000 (value 373229; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 22115 (value 292360; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 133486 (value 1764684; 0.01% of shares outstanding; change 0.00)
Holder of SOHU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 67084 (value 863371; 0.00% of shares outstanding; change -0.07)
Holder of SOHU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 22115 (value 269471; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 19270 (value 238755; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 243440 (value 3133072; 0.01% of shares outstanding; change 0.00)
Holder of SOHU: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 69858 (value 899072; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 274107 (value 3527757; 0.01% of shares outstanding; change 0.00)
Holder of SOHU: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 133486 (value 1626526; 0.01% of shares outstanding; change 0.00)
Holder of SOHU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 22115 (value 284620; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 19270 (value 252051; 0.00% of shares outstanding; change 0.00)
Holder of SOHU: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 133486 (value 1717964; 0.01% of shares outstanding; change 0.00)
Holder of SOHU: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 19270 (value 248004; 0.00% of shares outstanding; change 0.00)
Holder of SOI.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 238113 (value 36621780; 0.01% of shares outstanding; change 0.02)
Holder of SOI.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 93206 (value 11222002; 0.00% of shares outstanding; change 0.03)
Holder of SOI.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 372679 (value 44870552; 0.01% of shares outstanding; change 0.00)
Holder of SOI.PA: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 908310 (value 89014380; 0.03% of shares outstanding; change -0.04)
Holder of SOI.PA: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 256200 (value 25107600; 0.01% of shares outstanding; change 1.00)
Holder of SOI.PA: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 264155 (value 25887190; 0.01% of shares outstanding; change 0.48)
Holder of SOI.PA: Baillie Gifford Funds-Baillie Gifford International Growth Fund
Shares held as of 2026-03-31: 65601 (value 10089434; 0.00% of shares outstanding; change -0.21)
Holder of SOI.PA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2348530 (value 230155940; 0.07% of shares outstanding; change 0.48)
Holder of SOI.PA: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 557517 (value 54636666; 0.02% of shares outstanding; change 1.00)
Holder of SOI.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 244226 (value 23934148; 0.01% of shares outstanding; change 0.03)
Holder of SOI.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 93597 (value 9172506; 0.00% of shares outstanding; change 0.00)
Holder of SOI.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 371541 (value 36411018; 0.01% of shares outstanding; change 0.00)
Holder of SOI.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 196823 (value 23697489; 0.01% of shares outstanding; change 0.01)
Holder of SOI.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 105677 (value 12723510; 0.00% of shares outstanding; change 0.00)
Holder of SOI.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 195784 (value 19186832; 0.01% of shares outstanding; change -0.01)
Holder of SOI.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 105613 (value 10350074; 0.00% of shares outstanding; change 0.00)
Holder of SOLB.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 682564 (value 17692058; 0.01% of shares outstanding; change 0.02)
Holder of SOLB.BR: -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist)
Shares held as of 2026-01-31: 914674 (value 23854697; 0.01% of shares outstanding; change 0.03)
Holder of SOLB.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 311505 (value 8441785; 0.00% of shares outstanding; change 0.00)
Holder of SOLB.BR: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 361376 (value 9793289; 0.00% of shares outstanding; change 0.00)
Holder of SOLB.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 263545 (value 7142069; 0.00% of shares outstanding; change 0.02)
Holder of SOLB.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1049017 (value 28428361; 0.01% of shares outstanding; change 0.01)
Holder of SOLB.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 703488 (value 18346966; 0.01% of shares outstanding; change 0.03)
Holder of SOLB.BR: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 249223 (value 6459860; 0.00% of shares outstanding; change 0.09)
Holder of SOLB.BR: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 2108604 (value 54655015; 0.02% of shares outstanding; change 0.00)
Holder of SOLB.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 311505 (value 8124050; 0.00% of shares outstanding; change 0.00)
Holder of SOLB.BR: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 315984 (value 8240862; 0.00% of shares outstanding; change -0.13)
Holder of SOLB.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 262503 (value 6846078; 0.00% of shares outstanding; change 0.00)
Holder of SOLB.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1049017 (value 27358363; 0.01% of shares outstanding; change 0.00)
Holder of SOLB.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 543158 (value 14719582; 0.01% of shares outstanding; change 0.01)
Holder of SOLB.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 294084 (value 7969676; 0.00% of shares outstanding; change 0.00)
Holder of SOLB.BR: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 262958 (value 6857944; 0.00% of shares outstanding; change 0.06)
Holder of SOLB.BR: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1966083 (value 53280850; 0.02% of shares outstanding; change -0.07)
Holder of SOLB.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 547643 (value 14282529; 0.01% of shares outstanding; change 0.01)
Holder of SOLB.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 294084 (value 7669710; 0.00% of shares outstanding; change 0.00)
Holder of SOLB.BR: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1851334 (value 48282790; 0.02% of shares outstanding; change -0.06)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1709923 (value 144026820; 0.01% of shares outstanding; change 1.00)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3601141 (value 303324118; 0.02% of shares outstanding; change 1.00)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2322399 (value 195615675; 0.01% of shares outstanding; change 1.00)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5004057 (value 421491737; 0.03% of shares outstanding; change 1.00)
Holder of SOLS: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2025-12-31: 972365 (value 81902307; 0.01% of shares outstanding; change 1.00)
Holder of SOLS: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 871884 (value 74301955; 0.01% of shares outstanding; change 0.01)
Holder of SOLS: ACAP Strategic Fund
Shares held as of 2026-03-31: 1816131 (value 109948572; 0.01% of shares outstanding; change 3.29)
Holder of SOLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 843099 (value 67877902; 0.01% of shares outstanding; change 0.02)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1772120 (value 107284146; 0.01% of shares outstanding; change 0.04)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1023282 (value 61949493; 0.01% of shares outstanding; change 1.00)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3660414 (value 221601466; 0.02% of shares outstanding; change 0.02)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1165454 (value 70556586; 0.01% of shares outstanding; change -0.50)
Holder of SOLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5046817 (value 305534305; 0.03% of shares outstanding; change 0.01)
Holder of SOLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 843829 (value 71911108; 0.01% of shares outstanding; change 0.00)
Holder of SOLS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1201006 (value 96692995; 0.01% of shares outstanding; change 0.00)
Holder of SOLS: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 891218 (value 53954338; 0.01% of shares outstanding; change 0.02)
Holder of SOLS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5362360 (value 458857143; 0.03% of shares outstanding; change 0.02)
Holder of SOLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 817709 (value 49504103; 0.01% of shares outstanding; change -0.03)
Holder of SOLS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1189283 (value 72903046; 0.01% of shares outstanding; change -0.01)
Holder of SOLS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5385399 (value 326032060; 0.03% of shares outstanding; change 0.00)
Holder of SOLS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1221859 (value 73971344; 0.01% of shares outstanding; change 0.03)
Holder of SOLV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3717444 (value 278622416; 0.02% of shares outstanding; change 0.02)
Holder of SOLV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3345369 (value 250735396; 0.02% of shares outstanding; change -0.04)
Holder of SOLV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2157109 (value 161675312; 0.01% of shares outstanding; change -0.04)
Holder of SOLV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4639706 (value 347745950; 0.03% of shares outstanding; change 0.00)
Holder of SOLV: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 1586440 (value 116785777; 0.01% of shares outstanding; change 0.00)
Holder of SOLV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1882810 (value 141116603; 0.01% of shares outstanding; change 0.00)
Holder of SOLV: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 2762532 (value 221637951; 0.02% of shares outstanding; change -0.07)
Holder of SOLV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3745277 (value 292169066; 0.02% of shares outstanding; change 0.01)
Holder of SOLV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3399655 (value 265207093; 0.02% of shares outstanding; change 0.02)
Holder of SOLV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2164718 (value 168869655; 0.01% of shares outstanding; change 0.00)
Holder of SOLV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4697549 (value 366455807; 0.03% of shares outstanding; change 0.01)
Holder of SOLV: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 1586440 (value 123758187; 0.01% of shares outstanding; change 0.00)
Holder of SOLV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1889294 (value 139080373; 0.01% of shares outstanding; change 0.00)
Holder of SOLV: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 2494960 (value 200170649; 0.01% of shares outstanding; change -0.03)
Holder of SOLV: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 2762532 (value 203363787; 0.02% of shares outstanding; change 0.00)
Holder of SOLV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1775026 (value 142410341; 0.01% of shares outstanding; change 0.03)
Holder of SOLV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1907902 (value 140450201; 0.01% of shares outstanding; change 0.00)
Holder of SOLV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1886679 (value 147179832; 0.01% of shares outstanding; change 0.00)
Holder of SOLV: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 2485746 (value 202116001; 0.01% of shares outstanding; change 0.00)
Holder of SOLV: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2762532 (value 215505127; 0.02% of shares outstanding; change 0.00)
Holder of SOLV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1792312 (value 131941044; 0.01% of shares outstanding; change 0.01)
Holder of SOLV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1943334 (value 151599489; 0.01% of shares outstanding; change 0.02)
Holder of SOLV: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2248829 (value 175431155; 0.01% of shares outstanding; change -0.10)
Holder of SOLV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1778903 (value 138772226; 0.01% of shares outstanding; change -0.01)
Holder of SOMN: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-01-31: 1000000 (value 49560001; 0.00% of shares outstanding; change 1.00)
Holder of SOMN: Franklin Investors Securities TRT-FRANKLIN CONVERTIBLE SECURITIES Fd.
Shares held as of 2026-01-31: 668569 (value 33134280; 0.00% of shares outstanding; change 1.00)
Holder of SOMN: Franklin Investors Securities Trust-FRANKLIN EQUITY INCOME FUND
Shares held as of 2026-01-31: 947500 (value 46958101; 0.00% of shares outstanding; change 1.00)
Holder of SOMN: Franklin Custodian Funds-FRANKLIN INCOME FUND
Shares held as of 2026-03-31: 3500000 (value 177205003; 0.00% of shares outstanding; change 0.00)
Holder of SOMN: Income Fund of America
Shares held as of 2026-03-31: 4000000 (value 198240005; 0.00% of shares outstanding; change 0.00)
Holder of SOMN: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 835491 (value 42300910; 0.00% of shares outstanding; change 0.00)
Holder of SOMN: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 1204780 (value 60817293; 0.00% of shares outstanding; change 0.03)
Holder of SOMN: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 7011132 (value 347471711; 0.00% of shares outstanding; change 0.00)
Holder of SOMN: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-04-30: 900000 (value 45567000; 0.00% of shares outstanding; change -0.10)
Holder of SOMN: Franklin Investors Securities TRT-FRANKLIN CONVERTIBLE SECURITIES Fd.
Shares held as of 2026-04-30: 668569 (value 33849649; 0.00% of shares outstanding; change 0.00)
Holder of SOMN: Franklin Investors Securities Trust-FRANKLIN EQUITY INCOME FUND
Shares held as of 2026-04-30: 947500 (value 47971926; 0.00% of shares outstanding; change 0.00)
Holder of SOMN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 700873 (value 35380068; 0.00% of shares outstanding; change -0.02)
Holder of SOMN: Income Fund of America
Shares held as of 2026-04-30: 4000000 (value 202520004; 0.00% of shares outstanding; change 0.00)
Holder of SOMN: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 7011132 (value 349575045; 0.00% of shares outstanding; change 0.00)
Holder of SOMN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 2760061 (value 136788626; 0.00% of shares outstanding; change -0.03)
Holder of SOMN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 710704 (value 35542305; 0.00% of shares outstanding; change 0.01)
Holder of SOMN: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 1181021 (value 59795094; 0.00% of shares outstanding; change 0.06)
Holder of SOMN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 2722304 (value 137830254; 0.00% of shares outstanding; change -0.01)
Holder of SOMN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 683967 (value 34629249; 0.00% of shares outstanding; change -0.04)
Holder of SOMN: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 3803232 (value 192557640; 0.00% of shares outstanding; change -0.46)
Holder of SON: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 3967748 (value 193149973; 0.04% of shares outstanding; change 1.00)
Holder of SON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1061609 (value 51679126; 0.01% of shares outstanding; change 0.01)
Holder of SON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2238054 (value 108948469; 0.02% of shares outstanding; change -0.04)
Holder of SON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1443160 (value 70253029; 0.01% of shares outstanding; change -0.04)
Holder of SON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3115813 (value 151677777; 0.03% of shares outstanding; change 0.00)
Holder of SON: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1100824 (value 52135025; 0.01% of shares outstanding; change 0.14)
Holder of SON: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-03-31: 840200 (value 40900936; 0.01% of shares outstanding; change 0.00)
Holder of SON: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 3797948 (value 221154510; 0.04% of shares outstanding; change -0.04)
Holder of SON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1100916 (value 64106338; 0.01% of shares outstanding; change 0.04)
Holder of SON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2274479 (value 132442911; 0.02% of shares outstanding; change 0.02)
Holder of SON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1448415 (value 84341204; 0.01% of shares outstanding; change 0.00)
Holder of SON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3144910 (value 183128107; 0.03% of shares outstanding; change 0.01)
Holder of SON: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1173324 (value 68322655; 0.01% of shares outstanding; change 0.07)
Holder of SON: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-04-30: 769800 (value 38974974; 0.01% of shares outstanding; change -0.08)
Holder of SON: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 973337 (value 46097240; 0.01% of shares outstanding; change 0.10)
Holder of SON: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3331646 (value 168847820; 0.03% of shares outstanding; change 0.02)
Holder of SON: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 2027728 (value 102663870; 0.02% of shares outstanding; change 0.00)
Holder of SON: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-05-31: 769800 (value 44825453; 0.01% of shares outstanding; change 0.00)
Holder of SON: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 970788 (value 54257340; 0.01% of shares outstanding; change 0.00)
Holder of SON: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3346111 (value 194844041; 0.03% of shares outstanding; change 0.00)
Holder of SON: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2005680 (value 116790745; 0.02% of shares outstanding; change -0.01)
Holder of SON: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 967409 (value 56332225; 0.01% of shares outstanding; change 0.00)
Holder of SONM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4892 (value 21573; 0.00% of shares outstanding; change 0.00)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 10561 (value 50481; 0.01% of shares outstanding; change 1.02)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 114 (value 544; 0.00% of shares outstanding; change 0.00)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1057 (value 5052; 0.00% of shares outstanding; change 1.64)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 184 (value 879; 0.00% of shares outstanding; change 0.00)
Holder of SONM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4892 (value 15413; 0.00% of shares outstanding; change 0.00)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 10523 (value 51773; 0.01% of shares outstanding; change 0.00)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2951 (value 14518; 0.00% of shares outstanding; change 24.89)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1057 (value 5200; 0.00% of shares outstanding; change 0.00)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 184 (value 905; 0.00% of shares outstanding; change 0.00)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 8027 (value 25291; 0.01% of shares outstanding; change -0.24)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2951 (value 9298; 0.00% of shares outstanding; change 0.00)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1057 (value 3330; 0.00% of shares outstanding; change 0.00)
Holder of SONM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 184 (value 579; 0.00% of shares outstanding; change 0.00)
Holder of SONO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1305084 (value 20594225; 0.01% of shares outstanding; change 0.01)
Holder of SONO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1460171 (value 23041497; 0.01% of shares outstanding; change -0.04)
Holder of SONO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2587789 (value 40835309; 0.02% of shares outstanding; change -0.05)
Holder of SONO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3621904 (value 57153644; 0.03% of shares outstanding; change 0.02)