speb/financial-data huggingface dataset:
Holder of STRL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 922203 (value 609516237; 0.03% of shares outstanding; change 0.01)
Holder of STRL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 729639 (value 628102456; 0.02% of shares outstanding; change 0.01)
Holder of STRL: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 316278 (value 201962478; 0.01% of shares outstanding; change -0.17)
Holder of STRL: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 760711 (value 678447701; 0.02% of shares outstanding; change -0.07)
Holder of STRL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1037657 (value 894335820; 0.03% of shares outstanding; change 0.02)
Holder of STRL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 702486 (value 628605559; 0.02% of shares outstanding; change -0.04)
Holder of STRL: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 783083 (value 517566960; 0.03% of shares outstanding; change 0.03)
Holder of STRL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1042126 (value 688777545; 0.03% of shares outstanding; change 0.00)
Holder of STRL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 713677 (value 471694106; 0.02% of shares outstanding; change 0.02)
Holder of STRL: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 324803 (value 214673670; 0.01% of shares outstanding; change 0.09)
Holder of STRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 81540 (value 2383414; 0.00% of shares outstanding; change 0.00)
Holder of STRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 235624 (value 6887289; 0.01% of shares outstanding; change 0.00)
Holder of STRO: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 4908 (value 143460; 0.00% of shares outstanding; change 0.00)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 81231 (value 2064079; 0.00% of shares outstanding; change 0.86)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4596 (value 116784; 0.00% of shares outstanding; change 0.00)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 23004 (value 584531; 0.00% of shares outstanding; change 1.07)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 27815 (value 706779; 0.00% of shares outstanding; change 1.07)
Holder of STRO: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 4092 (value 119609; 0.00% of shares outstanding; change 0.58)
Holder of STRO: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 715307 (value 16366223; 0.04% of shares outstanding; change 1.00)
Holder of STRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 169063 (value 3868161; 0.01% of shares outstanding; change 1.07)
Holder of STRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 533124 (value 12197876; 0.03% of shares outstanding; change 1.26)
Holder of STRO: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 8811 (value 266048; 0.00% of shares outstanding; change 2.69)
Holder of STRO: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 9336 (value 277559; 0.00% of shares outstanding; change 0.90)
Holder of STRO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 20757 (value 527435; 0.00% of shares outstanding; change -0.01)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 80935 (value 2443832; 0.00% of shares outstanding; change 0.00)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 23004 (value 694605; 0.00% of shares outstanding; change 0.00)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 27815 (value 839873; 0.00% of shares outstanding; change 0.00)
Holder of STRO: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 17156 (value 508332; 0.00% of shares outstanding; change 0.00)
Holder of STRO: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 10500 (value 247484; 0.00% of shares outstanding; change 1.00)
Holder of STRO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 20894 (value 630894; 0.00% of shares outstanding; change 0.01)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 78053 (value 1785852; 0.00% of shares outstanding; change -0.04)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 23004 (value 526331; 0.00% of shares outstanding; change 0.00)
Holder of STRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 27815 (value 636407; 0.00% of shares outstanding; change 0.00)
Holder of STRO: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 15750 (value 371227; 0.00% of shares outstanding; change -0.08)
Holder of STRO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 20996 (value 480388; 0.00% of shares outstanding; change 0.00)
Holder of STRO: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 18308 (value 418887; 0.00% of shares outstanding; change 1.00)
Holder of STRO: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 12052 (value 284065; 0.00% of shares outstanding; change 1.00)
Holder of STRO: Invesco Exch-Trd Self-Indexed Fd. TRT-Invesco Russell 2000 Dynamic Mul
Shares held as of 2026-06-30: 28745 (value 657685; 0.00% of shares outstanding; change 1.00)
Holder of STRO: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 15615 (value 357271; 0.00% of shares outstanding; change -0.01)
Holder of STRR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 29305 (value 340524; 0.01% of shares outstanding; change 0.00)
Holder of STRR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 105380 (value 1224515; 0.03% of shares outstanding; change 0.00)
Holder of STRR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 9838 (value 108513; 0.00% of shares outstanding; change 0.00)
Holder of STRR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 16688 (value 184068; 0.00% of shares outstanding; change 0.00)
Holder of STRR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 12332 (value 136021; 0.00% of shares outstanding; change -0.31)
Holder of STRR: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 55000 (value 606649; 0.01% of shares outstanding; change 0.00)
Holder of STRR: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 55000 (value 596750; 0.01% of shares outstanding; change 1.00)
Holder of STRR: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 10958 (value 118894; 0.00% of shares outstanding; change 0.00)
Holder of STRR: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 13397 (value 145357; 0.00% of shares outstanding; change 0.00)
Holder of STRR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 29305 (value 317959; 0.01% of shares outstanding; change 0.00)
Holder of STRR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 105380 (value 1143373; 0.03% of shares outstanding; change 0.00)
Holder of STRR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 9838 (value 106742; 0.00% of shares outstanding; change 0.00)
Holder of STRR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 16688 (value 181064; 0.00% of shares outstanding; change 0.00)
Holder of STRR: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 39235 (value 425699; 0.01% of shares outstanding; change 0.00)
Holder of STRR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 7242 (value 78575; 0.00% of shares outstanding; change 0.00)
Holder of STRR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4349 (value 47186; 0.00% of shares outstanding; change 0.00)
Holder of STRS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 72255 (value 2066131; 0.01% of shares outstanding; change 0.00)
Holder of STRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 268186 (value 7668778; 0.03% of shares outstanding; change 0.00)
Holder of STRS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 52202 (value 1506027; 0.01% of shares outstanding; change 0.00)
Holder of STRS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 34606 (value 998383; 0.00% of shares outstanding; change 0.00)
Holder of STRS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 105147 (value 3033490; 0.01% of shares outstanding; change -0.03)
Holder of STRS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 66624 (value 1922102; 0.01% of shares outstanding; change 0.00)
Holder of STRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 34430 (value 968171; 0.00% of shares outstanding; change -0.02)
Holder of STRS: NORTHERN LIGHTS FUND TRUST II-Hodges Small Intrinsic Value Fund
Shares held as of 2026-03-31: 41700 (value 826493; 0.01% of shares outstanding; change -0.19)
Holder of STRS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 72255 (value 1432094; 0.01% of shares outstanding; change 0.00)
Holder of STRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 268186 (value 5315446; 0.03% of shares outstanding; change 0.00)
Holder of STRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 158155 (value 4522442; 0.02% of shares outstanding; change 0.01)
Holder of STRS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 56948 (value 1628428; 0.01% of shares outstanding; change 0.00)
Holder of STRS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 51337 (value 1017499; 0.01% of shares outstanding; change -0.02)
Holder of STRS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 35306 (value 699764; 0.00% of shares outstanding; change 0.02)
Holder of STRS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 102900 (value 2039477; 0.01% of shares outstanding; change -0.02)
Holder of STRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 34305 (value 989699; 0.00% of shares outstanding; change 0.00)
Holder of STRS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 65987 (value 1307862; 0.01% of shares outstanding; change -0.01)
Holder of STRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 152026 (value 4385950; 0.02% of shares outstanding; change -0.04)
Holder of STRS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 56303 (value 1624341; 0.01% of shares outstanding; change -0.01)
Holder of STRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 34305 (value 679925; 0.00% of shares outstanding; change 0.00)
Holder of STRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 153457 (value 3041517; 0.02% of shares outstanding; change 0.01)
Holder of STRS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 56776 (value 1125300; 0.01% of shares outstanding; change 0.01)
Holder of STRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 45390 (value 3629384; 0.01% of shares outstanding; change 0.13)
Holder of STRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 128836 (value 10301726; 0.03% of shares outstanding; change 0.00)
Holder of STRT: 1290 Funds-1290 GAMCO Small/Mid Cap Value Fund
Shares held as of 2026-01-31: 40400 (value 3232807; 0.01% of shares outstanding; change -0.01)
Holder of STRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 55083 (value 4407741; 0.01% of shares outstanding; change 0.00)
Holder of STRT: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-03-31: 42832 (value 3338326; 0.01% of shares outstanding; change -0.16)
Holder of STRT: Bernstein Fund Inc-Small Cap Core Portfolio
Shares held as of 2026-03-31: 44426 (value 3810862; 0.01% of shares outstanding; change 0.39)
Holder of STRT: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 222300 (value 19068893; 0.05% of shares outstanding; change -0.02)
Holder of STRT: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 244500 (value 19564889; 0.06% of shares outstanding; change 0.00)
Holder of STRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 46784 (value 4013131; 0.01% of shares outstanding; change 0.03)
Holder of STRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 128836 (value 11051551; 0.03% of shares outstanding; change 0.00)
Holder of STRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 102596 (value 8203576; 0.02% of shares outstanding; change 0.02)
Holder of STRT: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-04-30: 49844 (value 3988516; 0.01% of shares outstanding; change 0.16)
Holder of STRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 122076 (value 9514603; 0.03% of shares outstanding; change 0.07)
Holder of STRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 55083 (value 4725019; 0.01% of shares outstanding; change 0.00)
Holder of STRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 40159 (value 3444838; 0.01% of shares outstanding; change 0.01)
Holder of STRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 98510 (value 7882769; 0.02% of shares outstanding; change -0.04)
Holder of STRT: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-05-31: 53140 (value 4558349; 0.01% of shares outstanding; change 0.07)
Holder of STRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 129758 (value 10383234; 0.03% of shares outstanding; change 0.06)
Holder of STRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 99464 (value 8532021; 0.02% of shares outstanding; change 0.01)
Holder of STRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 136435 (value 11703394; 0.03% of shares outstanding; change 0.05)
Holder of STRT: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 226000 (value 19386279; 0.05% of shares outstanding; change -0.08)
Holder of STRW: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2025-12-31: 164993 (value 2164708; 0.03% of shares outstanding; change 0.00)
Holder of STRW: Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund
Shares held as of 2025-12-31: 129414 (value 1697911; 0.02% of shares outstanding; change 0.00)
Holder of STRW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 79049 (value 1037122; 0.01% of shares outstanding; change -0.16)
Holder of STRW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 218452 (value 2866090; 0.03% of shares outstanding; change 0.00)
Holder of STRW: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 284283 (value 3826449; 0.04% of shares outstanding; change 0.08)
Holder of STRW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 75958 (value 1022394; 0.01% of shares outstanding; change 0.02)
Holder of STRW: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 37840 (value 541112; 0.01% of shares outstanding; change 0.06)
Holder of STRW: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2026-03-31: 277089 (value 3962372; 0.04% of shares outstanding; change 0.68)
Holder of STRW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 39530 (value 516261; 0.01% of shares outstanding; change -0.05)
Holder of STRW: Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund
Shares held as of 2026-03-31: 129414 (value 1850620; 0.02% of shares outstanding; change 0.00)
Holder of STRW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 79049 (value 1130400; 0.01% of shares outstanding; change 0.00)
Holder of STRW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 218452 (value 3123863; 0.03% of shares outstanding; change 0.00)
Holder of STRW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 185232 (value 2430243; 0.03% of shares outstanding; change 0.02)
Holder of STRW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39386 (value 530135; 0.01% of shares outstanding; change 0.00)
Holder of STRW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 76548 (value 1094636; 0.01% of shares outstanding; change 0.01)
Holder of STRW: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 289605 (value 4141351; 0.05% of shares outstanding; change 0.02)
Holder of STRW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 177968 (value 2395449; 0.03% of shares outstanding; change -0.04)
Holder of STRW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 52816 (value 710903; 0.01% of shares outstanding; change 0.00)
Holder of STRW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 39386 (value 563219; 0.01% of shares outstanding; change 0.00)
Holder of STRW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 179664 (value 2569195; 0.03% of shares outstanding; change 0.01)
Holder of STRW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 52272 (value 747489; 0.01% of shares outstanding; change -0.01)
Holder of STRZ: ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund
Shares held as of 2025-12-31: 118286 (value 2765526; 0.01% of shares outstanding; change 0.62)
Holder of STRZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 136110 (value 3182251; 0.01% of shares outstanding; change 0.00)
Holder of STRZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 412088 (value 9634617; 0.02% of shares outstanding; change 0.00)
Holder of STRZ: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-01-31: 90031 (value 2577587; 0.01% of shares outstanding; change 1.99)
Holder of STRZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 110817 (value 3163825; 0.01% of shares outstanding; change 0.00)
Holder of STRZ: ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund
Shares held as of 2026-03-31: 143135 (value 3495356; 0.01% of shares outstanding; change 0.21)
Holder of STRZ: BNY Mellon Variable Investment Fund-BNY Small Cap Portfolio
Shares held as of 2026-03-31: 94013 (value 2295797; 0.01% of shares outstanding; change 0.00)
Holder of STRZ: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 263783 (value 6441580; 0.02% of shares outstanding; change 0.11)
Holder of STRZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 141321 (value 3451058; 0.01% of shares outstanding; change 0.04)
Holder of STRZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 412088 (value 10063188; 0.02% of shares outstanding; change 0.00)
Holder of STRZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 299093 (value 6992794; 0.02% of shares outstanding; change 0.02)
Holder of STRZ: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 98074 (value 2292970; 0.01% of shares outstanding; change 0.00)
Holder of STRZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 113761 (value 2778043; 0.01% of shares outstanding; change 0.03)
Holder of STRZ: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 119337 (value 3132596; 0.01% of shares outstanding; change 0.00)
Holder of STRZ: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-04-30: 140639 (value 3434404; 0.01% of shares outstanding; change 0.56)
Holder of STRZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 287289 (value 8202100; 0.02% of shares outstanding; change -0.04)
Holder of STRZ: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 103751 (value 2962090; 0.01% of shares outstanding; change 0.06)
Holder of STRZ: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 119246 (value 3192215; 0.01% of shares outstanding; change 0.00)
Holder of STRZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 290045 (value 7082898; 0.02% of shares outstanding; change 0.01)
Holder of STRZ: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 104631 (value 2555089; 0.01% of shares outstanding; change 0.01)
Holder of STRZ: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 119246 (value 2911987; 0.01% of shares outstanding; change 0.00)
Holder of STT: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 3709700 (value 577377705; 0.01% of shares outstanding; change -0.32)
Holder of STT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7044856 (value 1096461383; 0.03% of shares outstanding; change 0.01)
Holder of STT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8330369 (value 1296538626; 0.03% of shares outstanding; change -0.02)
Holder of STT: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 3744658 (value 652469230; 0.01% of shares outstanding; change 0.46)
Holder of STT: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 2682300 (value 497298403; 0.01% of shares outstanding; change -0.28)
Holder of STT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3564041 (value 554707339; 0.01% of shares outstanding; change 0.00)
Holder of STT: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 2816700 (value 522216162; 0.01% of shares outstanding; change -0.03)
Holder of STT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7091756 (value 1314811519; 0.03% of shares outstanding; change 0.01)
Holder of STT: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5718425 (value 1060195960; 0.02% of shares outstanding; change -0.01)
Holder of STT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8405475 (value 1558375013; 0.03% of shares outstanding; change 0.01)
Holder of STT: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2449600 (value 454155825; 0.01% of shares outstanding; change 0.00)
Holder of STT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3576353 (value 623143766; 0.01% of shares outstanding; change 0.00)
Holder of STT: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 2602500 (value 424064381; 0.01% of shares outstanding; change 0.01)
Holder of STT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3347262 (value 545419631; 0.01% of shares outstanding; change 0.03)
Holder of STT: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 2940558 (value 545179435; 0.01% of shares outstanding; change -0.21)
Holder of STT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3609767 (value 628965821; 0.01% of shares outstanding; change 0.01)
Holder of STT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3571368 (value 662131605; 0.01% of shares outstanding; change 0.00)
Holder of STT: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 2632181 (value 480373032; 0.01% of shares outstanding; change 0.01)
Holder of STT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3379824 (value 609111885; 0.01% of shares outstanding; change 0.01)
Holder of STT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3676923 (value 681701501; 0.01% of shares outstanding; change 0.02)
Holder of STT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3344856 (value 620136281; 0.01% of shares outstanding; change -0.01)
Holder of STTK: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 505311 (value 1920181; 0.01% of shares outstanding; change 1.00)
Holder of STTK: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 1488397 (value 5655908; 0.02% of shares outstanding; change 1.00)
Holder of STTK: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 505115 (value 1919436; 0.01% of shares outstanding; change 1.00)
Holder of STTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 606782 (value 3610352; 0.01% of shares outstanding; change 0.27)
Holder of STTK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1283007 (value 7633891; 0.02% of shares outstanding; change 0.00)
Holder of STTK: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 531177 (value 3160503; 0.01% of shares outstanding; change 4.62)
Holder of STTK: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 947855 (value 7042562; 0.01% of shares outstanding; change 1.00)
Holder of STTK: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1841440 (value 13681898; 0.02% of shares outstanding; change 2.64)
Holder of STTK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 292286 (value 1739101; 0.00% of shares outstanding; change 0.00)
Holder of STTK: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 391662 (value 2330388; 0.01% of shares outstanding; change 0.00)
Holder of STTK: NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Value Portfolio
Shares held as of 2026-03-31: 192617 (value 1146071; 0.00% of shares outstanding; change 1.00)
Holder of STTK: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 1108944 (value 8239453; 0.01% of shares outstanding; change 1.00)
Holder of STTK: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 1366288 (value 10151519; 0.02% of shares outstanding; change -0.08)
Holder of STTK: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2023227 (value 15032576; 0.03% of shares outstanding; change 1.00)
Holder of STTK: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2829969 (value 21026669; 0.04% of shares outstanding; change 4.60)
Holder of STTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 629978 (value 4680736; 0.01% of shares outstanding; change 0.04)
Holder of STTK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1591107 (value 11821924; 0.02% of shares outstanding; change 0.24)
Holder of STTK: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 1159321 (value 8613754; 0.02% of shares outstanding; change 1.18)
Holder of STTK: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 391662 (value 2085600; 0.01% of shares outstanding; change 0.00)
Holder of STTK: SEI INSTITUTIONAL MANAGED TRUST-SIMT TAX-MANAGED SMALL/MID CAP FUND
Shares held as of 2026-04-30: 145284 (value 864439; 0.00% of shares outstanding; change -0.11)
Holder of STTK: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 391662 (value 2910048; 0.01% of shares outstanding; change 0.00)
Holder of STUB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 350257 (value 3453533; 0.00% of shares outstanding; change 8.14)
Holder of STUB: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 728253 (value 7180574; 0.00% of shares outstanding; change 1.00)
Holder of STUB: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-01-31: 290127 (value 3413344; 0.00% of shares outstanding; change -0.05)
Holder of STUB: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 900000 (value 7425000; 0.00% of shares outstanding; change 0.00)
Holder of STUB: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 289405 (value 2676996; 0.00% of shares outstanding; change 0.00)
Holder of STUB: BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)-Baron Asset Fund
Shares held as of 2026-03-31: 1766765 (value 14575811; 0.01% of shares outstanding; change 0.00)
Holder of STUB: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 785445 (value 6479921; 0.00% of shares outstanding; change 0.00)
Holder of STUB: IVY FUNDS-Nomura Mid Cap Growth Fund
Shares held as of 2026-03-31: 2632532 (value 21718389; 0.01% of shares outstanding; change 0.00)
Holder of STUB: Ivy Variable Insurance Portfolios-Nomura VIP Mid Cap Growth Series
Shares held as of 2026-03-31: 244234 (value 2014930; 0.00% of shares outstanding; change 0.00)
Holder of STUB: SmallCap World Fund Inc
Shares held as of 2026-03-31: 11075577 (value 91373510; 0.03% of shares outstanding; change 0.00)
Holder of STUB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 357556 (value 2949837; 0.00% of shares outstanding; change 0.02)
Holder of STUB: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2026-03-31: 1343026 (value 11079964; 0.00% of shares outstanding; change 0.84)
Holder of STUB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 170125 (value 1573656; 0.00% of shares outstanding; change -0.08)
Holder of STUB: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 424608 (value 3503016; 0.00% of shares outstanding; change 1.00)
Holder of STUB: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 289405 (value 2387591; 0.00% of shares outstanding; change 0.00)
Holder of STUD.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 902647 (value 288847; 0.01% of shares outstanding; change 1.00)
Holder of STUD.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 2010133 (value 452279; 0.01% of shares outstanding; change 1.23)
Holder of STVN: AMG Funds-AMG TimesSquare Mid Cap Growth Fund
Shares held as of 2025-12-31: 655017 (value 12222617; 0.00% of shares outstanding; change -0.05)
Holder of STVN: Artisan Partners Funds Inc.-Artisan Small Cap Fund
Shares held as of 2025-12-31: 925406 (value 17268075; 0.00% of shares outstanding; change -0.15)
Holder of STVN: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 4423906 (value 82550085; 0.01% of shares outstanding; change -0.06)
Holder of STVN: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 624109 (value 11645873; 0.00% of shares outstanding; change 0.22)
Holder of STVN: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1186962 (value 22148710; 0.00% of shares outstanding; change 0.18)
Holder of STVN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 791088 (value 14686549; 0.00% of shares outstanding; change -0.03)
Holder of STVN: ALGER FUNDS-Alger Small Cap Focus Fund
Shares held as of 2026-01-31: 757609 (value 12841473; 0.00% of shares outstanding; change -0.03)
Holder of STVN: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 1383481 (value 23450004; 0.00% of shares outstanding; change -0.09)
Holder of STVN: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 699797 (value 13772005; 0.00% of shares outstanding; change 0.32)
Holder of STVN: AMG Funds-AMG TimesSquare Mid Cap Growth Fund
Shares held as of 2026-03-31: 653137 (value 12853736; 0.00% of shares outstanding; change 0.00)
Holder of STVN: Artisan Partners Funds Inc.-Artisan Small Cap Fund
Shares held as of 2026-03-31: 856123 (value 16848500; 0.00% of shares outstanding; change -0.07)
Holder of STVN: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 1681429 (value 33090523; 0.01% of shares outstanding; change 0.31)
Holder of STVN: Conestoga Funds-Conestoga SMid Cap Fund
Shares held as of 2026-03-31: 604112 (value 11888924; 0.00% of shares outstanding; change 0.00)
Holder of STVN: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 4381616 (value 86230204; 0.01% of shares outstanding; change -0.01)
Holder of STVN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 2559793 (value 49071232; 0.01% of shares outstanding; change 0.00)
Holder of STVN: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 714106 (value 14053606; 0.00% of shares outstanding; change 0.14)
Holder of STVN: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1314386 (value 25867116; 0.00% of shares outstanding; change 0.11)
Holder of STVN: Nicholas II, Inc.-NICHOLAS II INC
Shares held as of 2026-04-30: 515270 (value 10140513; 0.00% of shares outstanding; change 0.00)
Holder of STVN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 3171768 (value 62420395; 0.01% of shares outstanding; change 0.24)
Holder of STWD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3745403 (value 63971482; 0.01% of shares outstanding; change 0.01)
Holder of STWD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7978934 (value 136280192; 0.02% of shares outstanding; change -0.03)
Holder of STWD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 5147507 (value 87919419; 0.01% of shares outstanding; change -0.03)
Holder of STWD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10981628 (value 187566205; 0.03% of shares outstanding; change 0.00)
Holder of STWD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1814290 (value 30679643; 0.00% of shares outstanding; change -0.01)
Holder of STWD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3886281 (value 64201363; 0.01% of shares outstanding; change 0.04)
Holder of STWD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8117915 (value 134107959; 0.02% of shares outstanding; change 0.02)
Holder of STWD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 5169091 (value 85393385; 0.01% of shares outstanding; change 0.00)
Holder of STWD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11101263 (value 183392869; 0.03% of shares outstanding; change 0.01)
Holder of STWD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1829337 (value 30596757; 0.00% of shares outstanding; change 0.01)
Holder of STWD: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 2633641 (value 44534868; 0.01% of shares outstanding; change 0.00)
Holder of STWD: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-04-30: 1733110 (value 29306889; 0.00% of shares outstanding; change 0.02)
Holder of STWD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 11758518 (value 196367259; 0.03% of shares outstanding; change 0.02)
Holder of STWD: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 2411883 (value 40340188; 0.01% of shares outstanding; change 0.00)
Holder of STWD: iShares Trust-iShares S&P Mid-Cap 400 Value ETF
Shares held as of 2026-04-30: 1764537 (value 29467769; 0.00% of shares outstanding; change 0.00)
Holder of STWD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1801535 (value 29761359; 0.00% of shares outstanding; change -0.02)
Holder of STWD: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 2607929 (value 43395936; 0.01% of shares outstanding; change -0.01)
Holder of STWD: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-05-31: 1737405 (value 28910418; 0.00% of shares outstanding; change 0.00)
Holder of STWD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 11809450 (value 195092119; 0.03% of shares outstanding; change 0.00)
Holder of STWD: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 2456138 (value 40575400; 0.01% of shares outstanding; change 0.02)
Holder of STWD: iShares Trust-iShares S&P Mid-Cap 400 Value ETF
Shares held as of 2026-05-31: 1749408 (value 28900220; 0.00% of shares outstanding; change -0.01)
Holder of STWD: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 2681419 (value 44297043; 0.01% of shares outstanding; change 0.03)
Holder of STWD: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-06-30: 1765336 (value 29163351; 0.00% of shares outstanding; change 0.02)
Holder of STX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5493349 (value 4833048383; 0.02% of shares outstanding; change 0.05)
Holder of STX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6705443 (value 5899448669; 0.03% of shares outstanding; change 0.00)
Holder of STX: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 3013518 (value 3091101006; 0.01% of shares outstanding; change -0.24)
Holder of STX: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1755193 (value 1494880330; 0.01% of shares outstanding; change 0.03)
Holder of STX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2784960 (value 2450207774; 0.01% of shares outstanding; change 0.00)
Holder of STX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5543179 (value 4721070136; 0.02% of shares outstanding; change 0.01)
Holder of STX: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2446981 (value 2084069253; 0.01% of shares outstanding; change 0.80)
Holder of STX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4709560 (value 4011085167; 0.02% of shares outstanding; change 0.01)
Holder of STX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6925150 (value 5898081020; 0.03% of shares outstanding; change 0.03)
Holder of STX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2794573 (value 2866519268; 0.01% of shares outstanding; change 0.00)
Holder of STX: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 4667521 (value 4118340604; 0.02% of shares outstanding; change 0.02)
Holder of STX: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 1673575 (value 1472411264; 0.01% of shares outstanding; change 0.02)
Holder of STX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2611515 (value 2304244215; 0.01% of shares outstanding; change 0.03)
Holder of STX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2820663 (value 2893280955; 0.01% of shares outstanding; change 0.01)
Holder of STX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2790685 (value 2376798514; 0.01% of shares outstanding; change 0.00)
Holder of STX: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 4725445 (value 3722043881; 0.02% of shares outstanding; change 0.01)
Holder of STX: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 1690313 (value 1538759581; 0.01% of shares outstanding; change 0.01)
Holder of STX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2629282 (value 2393540646; 0.01% of shares outstanding; change 0.01)
Holder of STX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2872987 (value 2446894305; 0.01% of shares outstanding; change 0.02)
Holder of STX: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 4759747 (value 4053828934; 0.02% of shares outstanding; change 0.01)
Holder of STX: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 1769346 (value 1506934299; 0.01% of shares outstanding; change 0.05)
Holder of STX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2709154 (value 2307359376; 0.01% of shares outstanding; change 0.03)
Holder of STXS: MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund
Shares held as of 2025-12-31: 600000 (value 1188000; 0.01% of shares outstanding; change 0.00)
Holder of STXS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 853833 (value 1690589; 0.01% of shares outstanding; change 0.06)
Holder of STXS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1849988 (value 3662976; 0.03% of shares outstanding; change 0.09)
Holder of STXS: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 354317 (value 628912; 0.01% of shares outstanding; change 0.03)
Holder of STXS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 591260 (value 1049486; 0.01% of shares outstanding; change 0.00)
Holder of STXS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 298839 (value 385502; 0.00% of shares outstanding; change -0.01)
Holder of STXS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 488306 (value 881392; 0.01% of shares outstanding; change 0.11)
Holder of STXS: MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund
Shares held as of 2026-03-31: 600000 (value 773999; 0.01% of shares outstanding; change 0.00)
Holder of STXS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1007409 (value 1299557; 0.02% of shares outstanding; change 0.18)
Holder of STXS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1915013 (value 2470366; 0.03% of shares outstanding; change 0.04)
Holder of STXS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 156707 (value 282856; 0.00% of shares outstanding; change -0.01)
Holder of STXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1447358 (value 2865768; 0.02% of shares outstanding; change 0.01)
Holder of STXS: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 370292 (value 477676; 0.01% of shares outstanding; change 0.05)
Holder of STXS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 486529 (value 863588; 0.01% of shares outstanding; change 0.00)
Holder of STXS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 605049 (value 780513; 0.01% of shares outstanding; change 0.02)
Holder of STXS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 157738 (value 279984; 0.00% of shares outstanding; change 0.01)
Holder of STXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1390835 (value 2468732; 0.02% of shares outstanding; change -0.04)
Holder of STXS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 455594 (value 808679; 0.01% of shares outstanding; change 0.00)
Holder of STXS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 437373 (value 564211; 0.01% of shares outstanding; change -0.10)
Holder of STXS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 155676 (value 200822; 0.00% of shares outstanding; change -0.01)
Holder of STXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1404032 (value 1811201; 0.02% of shares outstanding; change 0.01)
Holder of STXS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 450898 (value 581658; 0.01% of shares outstanding; change -0.01)
Holder of STZ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3554716 (value 493465701; 0.02% of shares outstanding; change 0.01)
Holder of STZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4403194 (value 611251423; 0.03% of shares outstanding; change -0.01)
Holder of STZ: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2149685 (value 306158133; 0.01% of shares outstanding; change 0.15)
Holder of STZ: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5051063 (value 657446378; 0.03% of shares outstanding; change 0.46)
Holder of STZ: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2084138 (value 279399535; 0.01% of shares outstanding; change 0.00)
Holder of STZ: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2933924 (value 381879558; 0.02% of shares outstanding; change -0.16)
Holder of STZ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3568084 (value 464421826; 0.02% of shares outstanding; change 0.00)
Holder of STZ: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2995558 (value 389901840; 0.02% of shares outstanding; change -0.02)
Holder of STZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4407571 (value 573689457; 0.03% of shares outstanding; change 0.00)
Holder of STZ: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 4333671 (value 617201415; 0.03% of shares outstanding; change -0.12)
Holder of STZ: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 2149685 (value 279803007; 0.01% of shares outstanding; change 0.00)