speb/financial-data huggingface dataset:
Holder of DOV: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2026-03-31: 3052962 (value 617308907; 0.02% of shares outstanding; change -0.10)
Holder of DOV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3426905 (value 692920180; 0.03% of shares outstanding; change -0.01)
Holder of DOV: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2912533 (value 588914163; 0.02% of shares outstanding; change -0.02)
Holder of DOV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4279357 (value 865285972; 0.03% of shares outstanding; change -0.01)
Holder of DOV: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1247657 (value 252276241; 0.01% of shares outstanding; change -0.01)
Holder of DOV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1728306 (value 396473385; 0.01% of shares outstanding; change 0.00)
Holder of DOV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1604986 (value 348972094; 0.01% of shares outstanding; change 0.03)
Holder of DOV: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1177656 (value 238122039; 0.01% of shares outstanding; change -0.03)
Holder of DOV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1744470 (value 374607497; 0.01% of shares outstanding; change 0.01)
Holder of DOV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1725899 (value 348976772; 0.01% of shares outstanding; change 0.00)
Holder of DOV: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 1058892 (value 226793480; 0.01% of shares outstanding; change 0.01)
Holder of DOV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1620664 (value 350282204; 0.01% of shares outstanding; change 0.01)
Holder of DOV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1777018 (value 359313034; 0.01% of shares outstanding; change 0.02)
Holder of DOV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1628854 (value 329354273; 0.01% of shares outstanding; change 0.01)
Holder of DOW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 17935159 (value 605311616; 0.02% of shares outstanding; change 0.03)
Holder of DOW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 8010201 (value 270344283; 0.01% of shares outstanding; change 1.00)
Holder of DOW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 22058309 (value 744467928; 0.03% of shares outstanding; change -0.01)
Holder of DOW: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 5639778 (value 168742158; 0.01% of shares outstanding; change 0.00)
Holder of DOW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9163447 (value 309266336; 0.01% of shares outstanding; change 0.01)
Holder of DOW: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 5654818 (value 168739769; 0.01% of shares outstanding; change 1.00)
Holder of DOW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18235166 (value 544137356; 0.03% of shares outstanding; change 0.02)
Holder of DOW: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 7621220 (value 227417205; 0.01% of shares outstanding; change -0.01)
Holder of DOW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8136984 (value 242807603; 0.01% of shares outstanding; change 0.02)
Holder of DOW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 22403531 (value 668521368; 0.03% of shares outstanding; change 0.02)
Holder of DOW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 9195126 (value 283117937; 0.01% of shares outstanding; change 0.00)
Holder of DOW: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-04-30: 6458643 (value 218625055; 0.01% of shares outstanding; change 0.10)
Holder of DOW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8551971 (value 289484205; 0.01% of shares outstanding; change 0.03)
Holder of DOW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9281011 (value 257176806; 0.01% of shares outstanding; change 0.01)
Holder of DOW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9182304 (value 273999952; 0.01% of shares outstanding; change 0.00)
Holder of DOW: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-05-31: 6343508 (value 183549400; 0.01% of shares outstanding; change -0.02)
Holder of DOW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8635788 (value 249876521; 0.01% of shares outstanding; change 0.01)
Holder of DOW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9453639 (value 282096589; 0.01% of shares outstanding; change 0.02)
Holder of DOW: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 5316510 (value 158644659; 0.01% of shares outstanding; change 0.09)
Holder of DOW: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-06-30: 7884694 (value 235279270; 0.01% of shares outstanding; change 0.24)
Holder of DOW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8680112 (value 259014543; 0.01% of shares outstanding; change 0.01)
Holder of DOX: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD BALANCED INCOME FUND
Shares held as of 2026-01-31: 767906 (value 39693060; 0.01% of shares outstanding; change -0.07)
Holder of DOX: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD EQUITY INCOME FUND
Shares held as of 2026-01-31: 767441 (value 39669024; 0.01% of shares outstanding; change -0.01)
Holder of DOX: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 2187448 (value 113069184; 0.02% of shares outstanding; change 0.49)
Holder of DOX: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 2142097 (value 110724990; 0.02% of shares outstanding; change 0.00)
Holder of DOX: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2026-03-31: 789232 (value 41118985; 0.01% of shares outstanding; change -0.10)
Holder of DOX: Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F
Shares held as of 2026-03-31: 2154600 (value 111371271; 0.02% of shares outstanding; change 1.00)
Holder of DOX: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-03-31: 1836354 (value 115635213; 0.02% of shares outstanding; change 0.00)
Holder of DOX: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-03-31: 1479250 (value 93148374; 0.01% of shares outstanding; change 0.00)
Holder of DOX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 675990 (value 40620239; 0.01% of shares outstanding; change 0.50)
Holder of DOX: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1144453 (value 59625999; 0.01% of shares outstanding; change -0.12)
Holder of DOX: Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F
Shares held as of 2026-04-30: 2234750 (value 116430471; 0.02% of shares outstanding; change 0.04)
Holder of DOX: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-04-30: 1709254 (value 88351336; 0.02% of shares outstanding; change -0.07)
Holder of DOX: Fidelity Devonshire Trust-Fidelity Equity-Income Fund
Shares held as of 2026-04-30: 656086 (value 33158587; 0.01% of shares outstanding; change 0.00)
Holder of DOX: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-04-30: 1479250 (value 76462430; 0.01% of shares outstanding; change 0.00)
Holder of DOX: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2132749 (value 111116219; 0.02% of shares outstanding; change 0.00)
Holder of DOX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 685381 (value 34639156; 0.01% of shares outstanding; change 0.01)
Holder of DOX: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD EQUITY INCOME FUND
Shares held as of 2026-04-30: 763434 (value 39774910; 0.01% of shares outstanding; change -0.01)
Holder of DOX: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 2187448 (value 113966037; 0.02% of shares outstanding; change 0.00)
Holder of DOX: Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value
Shares held as of 2026-05-31: 2067654 (value 107724770; 0.02% of shares outstanding; change 0.21)
Holder of DOX: Fidelity Devonshire Trust-Fidelity Equity-Income Fund
Shares held as of 2026-05-31: 656086 (value 34182079; 0.01% of shares outstanding; change 0.00)
Holder of DOX: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-05-31: 1479250 (value 77068922; 0.01% of shares outstanding; change 0.00)
Holder of DOX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 694221 (value 36168913; 0.01% of shares outstanding; change 0.01)
Holder of DOYU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 67516 (value 313949; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 11065 (value 51452; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-01-31: 31723 (value 147511; 0.00% of shares outstanding; change 0.21)
Holder of DOYU: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 11572 (value 52189; 0.00% of shares outstanding; change 0.02)
Holder of DOYU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 10412 (value 52060; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: Fidelity Investment Trust-Fidelity Emerging Markets Discovery Fund
Shares held as of 2026-03-31: 609903 (value 3195891; 0.02% of shares outstanding; change 0.00)
Holder of DOYU: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-03-31: 887510 (value 4650552; 0.03% of shares outstanding; change 0.00)
Holder of DOYU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 67516 (value 304497; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Targeted Value PO
Shares held as of 2026-04-30: 7339 (value 33098; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 11065 (value 49903; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-04-30: 11514 (value 51928; 0.00% of shares outstanding; change -0.64)
Holder of DOYU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 10412 (value 48415; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: Fidelity Investment Trust-Fidelity Emerging Markets Discovery Fund
Shares held as of 2026-04-30: 609903 (value 2836049; 0.02% of shares outstanding; change 0.00)
Holder of DOYU: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-04-30: 887510 (value 4126921; 0.03% of shares outstanding; change 0.00)
Holder of DOYU: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 25000 (value 112750; 0.00% of shares outstanding; change 1.08)
Holder of DOYU: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 12467 (value 57971; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 12917 (value 64068; 0.00% of shares outstanding; change -0.07)
Holder of DOYU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 10412 (value 46958; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: Fidelity Investment Trust-Fidelity Emerging Markets Discovery Fund
Shares held as of 2026-05-31: 609903 (value 2750662; 0.02% of shares outstanding; change 0.00)
Holder of DOYU: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-05-31: 887510 (value 4002670; 0.03% of shares outstanding; change 0.00)
Holder of DOYU: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 12467 (value 57722; 0.00% of shares outstanding; change 0.00)
Holder of DOYU: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 12917 (value 58255; 0.00% of shares outstanding; change 0.00)
Holder of DP4A.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 26098 (value 56319484; 0.00% of shares outstanding; change 0.01)
Holder of DP4A.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 6529 (value 14089582; 0.00% of shares outstanding; change 0.00)
Holder of DP4A.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 6563 (value 14162954; 0.00% of shares outstanding; change 0.01)
Holder of DP4A.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 38349 (value 82757142; 0.00% of shares outstanding; change 0.00)
Holder of DP4A.DE: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 10726 (value 23704460; 0.00% of shares outstanding; change 0.22)
Holder of DP4A.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 10756 (value 23211448; 0.00% of shares outstanding; change 0.02)
Holder of DP4A.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 25464 (value 56275440; 0.00% of shares outstanding; change -0.02)
Holder of DP4A.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 6529 (value 14429090; 0.00% of shares outstanding; change 0.00)
Holder of DP4A.DE: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) Intl Eqy. ETF
Shares held as of 2026-04-30: 5934 (value 12805572; 0.00% of shares outstanding; change 0.02)
Holder of DP4A.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 6455 (value 14265550; 0.00% of shares outstanding; change -0.02)
Holder of DP4A.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 5908 (value 13056680; 0.00% of shares outstanding; change 0.01)
Holder of DP4A.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 38217 (value 84459570; 0.00% of shares outstanding; change 0.00)
Holder of DP4A.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 19212 (value 41459496; 0.00% of shares outstanding; change 0.03)
Holder of DP4A.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 10250 (value 22119500; 0.00% of shares outstanding; change 0.00)
Holder of DP4A.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 7805 (value 16843190; 0.00% of shares outstanding; change 0.03)
Holder of DP4A.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 10910 (value 24111100; 0.00% of shares outstanding; change 0.00)
Holder of DP4A.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 18307 (value 40458470; 0.00% of shares outstanding; change -0.05)
Holder of DP4A.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 10250 (value 22652500; 0.00% of shares outstanding; change 0.00)
Holder of DP4A.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 7015 (value 15503150; 0.00% of shares outstanding; change -0.10)
Holder of DP4B.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 36009 (value 78967737; 0.01% of shares outstanding; change 0.04)
Holder of DP4B.DE: Pacer Funds Trust-Pacer Global Cash Cows Dividend ETF
Shares held as of 2026-01-31: 15021 (value 32941053; 0.00% of shares outstanding; change -0.06)
Holder of DP4B.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 57676 (value 126483468; 0.01% of shares outstanding; change 0.02)
Holder of DP4B.DE: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 15468 (value 35297976; 0.00% of shares outstanding; change 0.12)
Holder of DP4B.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 14531 (value 31866483; 0.00% of shares outstanding; change 0.00)
Holder of DP4B.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 18824 (value 41281032; 0.00% of shares outstanding; change 0.00)
Holder of DP4B.DE: VANGUARD HORIZON FUNDS-Vanguard International Core Stock Fund
Shares held as of 2026-03-31: 21252 (value 48497064; 0.00% of shares outstanding; change -0.47)
Holder of DP4B.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 29495 (value 67307590; 0.01% of shares outstanding; change -0.18)
Holder of DP4B.DE: Pacer Fd.s TRT-Pacer Developed Markets Intl Cash Cows 100 ETF
Shares held as of 2026-04-30: 14926 (value 34061132; 0.00% of shares outstanding; change 0.08)
Holder of DP4B.DE: Pacer Funds Trust-Pacer Global Cash Cows Dividend ETF
Shares held as of 2026-04-30: 16601 (value 37883482; 0.00% of shares outstanding; change 0.11)
Holder of DP4B.DE: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 17272 (value 39414704; 0.00% of shares outstanding; change -0.05)
Holder of DP4B.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 44758 (value 102137756; 0.01% of shares outstanding; change -0.22)
Holder of DP4B.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 29634 (value 64987362; 0.00% of shares outstanding; change 0.01)
Holder of DP4B.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 13803 (value 30269979; 0.00% of shares outstanding; change 0.01)
Holder of DP4B.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 14941 (value 34095362; 0.00% of shares outstanding; change 0.02)
Holder of DP4B.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 19420 (value 44316440; 0.00% of shares outstanding; change 0.01)
Holder of DP4B.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 25157 (value 57408274; 0.00% of shares outstanding; change -0.14)
Holder of DP5.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 27935511 (value 732329425; 0.02% of shares outstanding; change 0.03)
Holder of DP5.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 22430700 (value 588020803; 0.02% of shares outstanding; change 0.00)
Holder of DP5.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 25846090 (value 677555253; 0.02% of shares outstanding; change 0.05)
Holder of DP5.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 34523895 (value 905043912; 0.02% of shares outstanding; change 0.01)
Holder of DP5.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 27874737 (value 730736234; 0.02% of shares outstanding; change -0.01)
Holder of DP5.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 40959536 (value 1073754242; 0.03% of shares outstanding; change 0.01)
Holder of DP5.DE: Income Fund of America
Shares held as of 2026-04-30: 20268333 (value 531334352; 0.01% of shares outstanding; change 0.05)
Holder of DP5.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 24470636 (value 641497726; 0.02% of shares outstanding; change 0.02)
Holder of DP5.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 29512247 (value 772778171; 0.02% of shares outstanding; change 0.01)
Holder of DP5.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 28880852 (value 757111539; 0.02% of shares outstanding; change -0.02)
Holder of DP5.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 60407102 (value 1583572188; 0.04% of shares outstanding; change 0.10)
Holder of DPG: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 352862 (value 5049455; 0.01% of shares outstanding; change 0.20)
Holder of DPG: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 650 (value 9229; 0.00% of shares outstanding; change 4.37)
Holder of DPG: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 650 (value 9301; 0.00% of shares outstanding; change 4.37)
Holder of DPG: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1464 (value 20949; 0.00% of shares outstanding; change 5.54)
Holder of DPG: High Income Securities Fund
Shares held as of 2026-02-28: 26102 (value 390746; 0.00% of shares outstanding; change 1.00)
Holder of DPG: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 538869 (value 8066869; 0.01% of shares outstanding; change 0.53)
Holder of DPG: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 901 (value 13487; 0.00% of shares outstanding; change 0.39)
Holder of DPG: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 2435 (value 36451; 0.00% of shares outstanding; change 0.66)
Holder of DPG: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 87864 (value 1315324; 0.00% of shares outstanding; change 1.00)
Holder of DPG: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 221564 (value 3316813; 0.01% of shares outstanding; change 1.00)
Holder of DPG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 78321 (value 1112158; 0.00% of shares outstanding; change 0.00)
Holder of DPG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 108271 (value 1588335; 0.00% of shares outstanding; change 0.38)
Holder of DPG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 109981 (value 1646415; 0.00% of shares outstanding; change 0.02)
Holder of DPLM.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1264118 (value 8722414200; 0.01% of shares outstanding; change 0.02)
Holder of DPLM.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1969761 (value 13985303100; 0.01% of shares outstanding; change 0.01)
Holder of DPLM.L: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 759881 (value 5501538440; 0.01% of shares outstanding; change 0.00)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-03-31: 1221800 (value 8430420000; 0.01% of shares outstanding; change -0.03)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity Overseas Fund
Shares held as of 2026-03-31: 976562 (value 6738277800; 0.01% of shares outstanding; change 0.06)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-03-31: 2004270 (value 13829463000; 0.01% of shares outstanding; change 0.06)
Holder of DPLM.L: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 763992 (value 5531302080; 0.01% of shares outstanding; change -0.04)
Holder of DPLM.L: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2595688 (value 17650678400; 0.02% of shares outstanding; change 0.00)
Holder of DPLM.L: SmallCap World Fund Inc
Shares held as of 2026-03-31: 10369406 (value 77977933120; 0.08% of shares outstanding; change 0.00)
Holder of DPLM.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1292162 (value 9717058240; 0.01% of shares outstanding; change 0.02)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-04-30: 1221800 (value 8674780000; 0.01% of shares outstanding; change 0.00)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity Overseas Fund
Shares held as of 2026-04-30: 976562 (value 6933590200; 0.01% of shares outstanding; change 0.00)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-04-30: 1999070 (value 14193397000; 0.01% of shares outstanding; change 0.00)
Holder of DPLM.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1966862 (value 14790802240; 0.01% of shares outstanding; change 0.00)
Holder of DPLM.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 974280 (value 7014816000; 0.01% of shares outstanding; change 0.00)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-05-31: 1352800 (value 10173056000; 0.01% of shares outstanding; change 0.11)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity Overseas Fund
Shares held as of 2026-05-31: 967762 (value 7277570240; 0.01% of shares outstanding; change -0.01)
Holder of DPLM.L: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 1978650 (value 14879448000; 0.01% of shares outstanding; change -0.01)
Holder of DPLM.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 991899 (value 7459080480; 0.01% of shares outstanding; change 0.02)
Holder of DPLM.L: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 759881 (value 5714305120; 0.01% of shares outstanding; change 0.00)
Holder of DPLM.L: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-06-30: 763992 (value 5745219840; 0.01% of shares outstanding; change 0.00)
Holder of DPLM.L: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2669652 (value 20075783040; 0.02% of shares outstanding; change 0.03)
Holder of DPM.TO: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2025-12-31: 2122800 (value 96014243; 0.01% of shares outstanding; change 0.06)
Holder of DPM.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1976498 (value 94081301; 0.01% of shares outstanding; change 0.00)
Holder of DPM.TO: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-01-31: 8205784 (value 390595305; 0.04% of shares outstanding; change -0.20)
Holder of DPM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2019069 (value 92998320; 0.01% of shares outstanding; change 1.41)
Holder of DPM.TO: Victory Portfolios III-Victory Precious Metals and Minerals Fund
Shares held as of 2026-02-28: 1718611 (value 90141148; 0.01% of shares outstanding; change -0.10)
Holder of DPM.TO: ALLSPRING FUNDS TRUST-Allspring Precious Metals Fund
Shares held as of 2026-03-31: 1450000 (value 65583499; 0.01% of shares outstanding; change 0.00)
Holder of DPM.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 3254900 (value 147219125; 0.01% of shares outstanding; change 0.06)
Holder of DPM.TO: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2026-03-31: 2122800 (value 111340861; 0.01% of shares outstanding; change 0.00)
Holder of DPM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2079980 (value 109094952; 0.01% of shares outstanding; change 0.57)
Holder of DPM.TO: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 1722763 (value 90358920; 0.01% of shares outstanding; change -0.25)
Holder of DPM.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1541798 (value 80867306; 0.01% of shares outstanding; change -0.22)
Holder of DPM.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 3830600 (value 176437441; 0.02% of shares outstanding; change 0.18)
Holder of DPM.TO: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-04-30: 7939964 (value 416451117; 0.04% of shares outstanding; change -0.03)
Holder of DPM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3145425 (value 164977543; 0.01% of shares outstanding; change 0.56)
Holder of DPM.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 7030598 (value 317993944; 0.03% of shares outstanding; change 0.00)
Holder of DPM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 3951157 (value 178710829; 0.02% of shares outstanding; change -0.02)
Holder of DPM.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 3830600 (value 200914972; 0.02% of shares outstanding; change 0.00)
Holder of DPM.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 6942741 (value 364146770; 0.03% of shares outstanding; change -0.01)
Holder of DPM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 3866638 (value 191050582; 0.02% of shares outstanding; change -0.02)
Holder of DPM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 3816812 (value 200191792; 0.02% of shares outstanding; change -0.01)
Holder of DPRO: MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund
Shares held as of 2025-12-31: 50000 (value 373499; 0.00% of shares outstanding; change 1.00)
Holder of DPRO: -REX Drone ETF
Shares held as of 2026-03-31: 408282 (value 1722949; 0.01% of shares outstanding; change 1.00)
Holder of DPRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 10297 (value 64459; 0.00% of shares outstanding; change 4.61)
Holder of DPRO: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 508792 (value 3185038; 0.01% of shares outstanding; change 1.00)
Holder of DPRO: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 60000 (value 253199; 0.00% of shares outstanding; change 1.00)
Holder of DPRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 10297 (value 55809; 0.00% of shares outstanding; change 0.00)
Holder of DPRO: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 124967 (value 677321; 0.00% of shares outstanding; change -0.75)
Holder of DPRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 10297 (value 43453; 0.00% of shares outstanding; change 0.00)
Holder of DPRO: -WisdomTree Physical AI, Humanoid and Drones Fund
Shares held as of 2026-06-30: 11508 (value 48563; 0.00% of shares outstanding; change 1.00)
Holder of DPZ: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 925000 (value 287286487; 0.03% of shares outstanding; change 0.00)
Holder of DPZ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 783145 (value 243229163; 0.02% of shares outstanding; change 0.02)
Holder of DPZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 389190 (value 120874624; 0.01% of shares outstanding; change 0.92)
Holder of DPZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 689978 (value 214293357; 0.02% of shares outstanding; change 0.91)
Holder of DPZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 950552 (value 295222427; 0.03% of shares outstanding; change -0.01)
Holder of DPZ: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 985848 (value 290933588; 0.03% of shares outstanding; change -0.18)
Holder of DPZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 396958 (value 123287210; 0.01% of shares outstanding; change 0.00)
Holder of DPZ: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-03-31: 374801 (value 116405689; 0.01% of shares outstanding; change 0.00)
Holder of DPZ: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 894820 (value 297948216; 0.03% of shares outstanding; change -0.03)
Holder of DPZ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 789997 (value 263045302; 0.02% of shares outstanding; change 0.01)
Holder of DPZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 390582 (value 118028020; 0.01% of shares outstanding; change 0.00)
Holder of DPZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 697890 (value 232376434; 0.02% of shares outstanding; change 0.01)
Holder of DPZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 959119 (value 319357854; 0.03% of shares outstanding; change 0.01)
Holder of DPZ: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-04-30: 481292 (value 160255797; 0.01% of shares outstanding; change 0.54)
Holder of DPZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 398324 (value 117549389; 0.01% of shares outstanding; change 0.00)
Holder of DPZ: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 428652 (value 126898141; 0.01% of shares outstanding; change 0.38)
Holder of DPZ: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-04-30: 374801 (value 117683762; 0.01% of shares outstanding; change 0.00)
Holder of DPZ: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 428940 (value 138925089; 0.01% of shares outstanding; change -0.03)
Holder of DPZ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 401987 (value 125283269; 0.01% of shares outstanding; change 0.00)
Holder of DPZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 397773 (value 132446476; 0.01% of shares outstanding; change 0.00)
Holder of DPZ: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 466713 (value 155401428; 0.01% of shares outstanding; change 0.09)
Holder of DPZ: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 427485 (value 137727114; 0.01% of shares outstanding; change 0.00)
Holder of DPZ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 409403 (value 136318917; 0.01% of shares outstanding; change 0.02)
Holder of DPZ: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 578174 (value 192514597; 0.02% of shares outstanding; change 0.35)
Holder of DPZ: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 450983 (value 150163810; 0.01% of shares outstanding; change 1.00)
Holder of DQ: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 268743 (value 3598468; 0.00% of shares outstanding; change 0.23)
Holder of DQ: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 586794 (value 7857171; 0.01% of shares outstanding; change 0.02)
Holder of DQ: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 621174 (value 8317520; 0.01% of shares outstanding; change 0.00)
Holder of DQ: SCHWAB STRATEGIC TRUST-Schwab Fundamental Emerging Markets Equity ETF
Shares held as of 2026-02-28: 435912 (value 5087093; 0.01% of shares outstanding; change 0.25)
Holder of DQ: Templeton Global Smaller Companies Fund
Shares held as of 2026-02-28: 249800 (value 2915166; 0.00% of shares outstanding; change 1.00)
Holder of DQ: Templeton Developing Markets Trust
Shares held as of 2026-03-31: 193324 (value 2377885; 0.00% of shares outstanding; change 0.00)
Holder of DQ: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 529192 (value 8805754; 0.01% of shares outstanding; change 0.00)
Holder of DQ: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 332008 (value 5215845; 0.00% of shares outstanding; change 0.03)
Holder of DQ: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-04-30: 1743033 (value 27383048; 0.03% of shares outstanding; change 0.04)
Holder of DQ: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 268743 (value 3136230; 0.00% of shares outstanding; change 0.00)
Holder of DQ: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-04-30: 160028 (value 2514039; 0.00% of shares outstanding; change 0.01)
Holder of DQ: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 596962 (value 6966546; 0.01% of shares outstanding; change 0.02)
Holder of DQ: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 621174 (value 7249100; 0.01% of shares outstanding; change 0.00)
Holder of DQ: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 529192 (value 6482602; 0.01% of shares outstanding; change 0.00)
Holder of DQ: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 342349 (value 4193775; 0.01% of shares outstanding; change 0.03)
Holder of DQ: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-05-31: 1932235 (value 23457333; 0.03% of shares outstanding; change 0.11)
Holder of DQ: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-05-31: 161523 (value 1986732; 0.00% of shares outstanding; change 0.01)
Holder of DQ: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 494604 (value 5772028; 0.01% of shares outstanding; change -0.07)
Holder of DQ: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 344870 (value 4024632; 0.01% of shares outstanding; change 0.01)
Holder of DQ: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-06-30: 1884597 (value 21993247; 0.03% of shares outstanding; change -0.02)
Holder of DQ: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 323440 (value 3774544; 0.00% of shares outstanding; change 1.06)
Holder of DQ: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-06-30: 436917 (value 5098821; 0.01% of shares outstanding; change 1.71)
Holder of DR.TO: AMG Funds-AMG Yacktman Special Opportunities Fund
Shares held as of 2025-12-31: 95000 (value 1660599; 0.01% of shares outstanding; change 0.12)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-01-31: 5100 (value 91289; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 136805 (value 2448809; 0.01% of shares outstanding; change -0.01)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-01-31: 6857 (value 123768; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 17182 (value 307557; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 9422 (value 168653; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 135329 (value 2442688; 0.01% of shares outstanding; change 0.00)
Holder of DR.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 21952 (value 400624; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 25185 (value 450811; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 12666 (value 231154; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: AMG Funds-AMG Yacktman Special Opportunities Fund
Shares held as of 2026-03-31: 105000 (value 1880549; 0.01% of shares outstanding; change 0.11)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 136805 (value 2450177; 0.01% of shares outstanding; change 0.00)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 6857 (value 122808; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 17182 (value 307729; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 9422 (value 168748; 0.00% of shares outstanding; change 0.00)
Holder of DR.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 139329 (value 2495382; 0.01% of shares outstanding; change 0.03)
Holder of DR.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 27184 (value 486865; 0.00% of shares outstanding; change 0.24)
Holder of DR.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 5924 (value 106098; 0.00% of shares outstanding; change 0.31)
Holder of DR.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 29685 (value 531658; 0.00% of shares outstanding; change 0.18)
Holder of DR.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 14766 (value 264459; 0.00% of shares outstanding; change 0.17)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 11181 (value 32313; 0.02% of shares outstanding; change 4.27)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 37 (value 106; 0.00% of shares outstanding; change 0.00)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 25 (value 72; 0.00% of shares outstanding; change 0.00)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 11140 (value 30189; 0.02% of shares outstanding; change 0.00)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 37 (value 100; 0.00% of shares outstanding; change 0.00)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 25 (value 67; 0.00% of shares outstanding; change 0.00)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4392 (value 11199; 0.01% of shares outstanding; change -0.61)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 37 (value 94; 0.00% of shares outstanding; change 0.00)
Holder of DRCT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 25 (value 63; 0.00% of shares outstanding; change 0.00)
Holder of DRD: ETF Series Solutions-U.S. Global GO GOLD and Precious Metal Miners ETF
Shares held as of 2025-12-31: 172033 (value 4541671; 0.00% of shares outstanding; change -0.18)
Holder of DRD: ADVISORS' INNER CIRCLE FUND-Acadian Emerging Markets Portfolio
Shares held as of 2026-01-31: 12348 (value 263012; 0.00% of shares outstanding; change 0.00)
Holder of DRD: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 60337 (value 1386544; 0.00% of shares outstanding; change 0.00)
Holder of DRD: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets ex China Core Eqy
Shares held as of 2026-01-31: 11571 (value 246462; 0.00% of shares outstanding; change 0.00)
Holder of DRD: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 19308 (value 422845; 0.00% of shares outstanding; change 0.05)
Holder of DRD: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 24347 (value 533199; 0.00% of shares outstanding; change 0.00)
Holder of DRD: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 9236 (value 183796; 0.00% of shares outstanding; change -0.51)
Holder of DRD: American Century Quantitative Equity Funds, Inc.-GLOBAL GOLD FUND
Shares held as of 2026-03-31: 439000 (value 9192660; 0.01% of shares outstanding; change -0.07)
Holder of DRD: ETF Series Solutions-U.S. Global GO GOLD and Precious Metal Miners ETF
Shares held as of 2026-03-31: 195545 (value 4094712; 0.00% of shares outstanding; change 0.14)
Holder of DRD: U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund
Shares held as of 2026-03-31: 50000 (value 1047000; 0.00% of shares outstanding; change 0.00)
Holder of DRD: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-04-30: 40710 (value 852467; 0.00% of shares outstanding; change 1.00)
Holder of DRD: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 60337 (value 1263456; 0.00% of shares outstanding; change 0.00)
Holder of DRD: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets ex China Core Eqy
Shares held as of 2026-04-30: 10492 (value 208790; 0.00% of shares outstanding; change -0.09)
Holder of DRD: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-04-30: 22228 (value 465454; 0.00% of shares outstanding; change 0.15)
Holder of DRD: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 24347 (value 509826; 0.00% of shares outstanding; change 0.00)
Holder of DRD: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 760956 (value 18004218; 0.01% of shares outstanding; change -0.02)
Holder of DRD: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 744681 (value 15806077; 0.01% of shares outstanding; change -0.02)
Holder of DRD: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 974126 (value 20398198; 0.01% of shares outstanding; change 0.31)
Holder of DRD: WisdomTree TRT-WisdomTree Emerging Markets ex-State-Owned Enterprises 
Shares held as of 2026-06-30: 178930 (value 3746794; 0.00% of shares outstanding; change 1.00)
Holder of DRD: WisdomTree Trust-WisdomTree Emerging Markets SmallCap Dividend Fund
Shares held as of 2026-06-30: 1373707 (value 28765425; 0.02% of shares outstanding; change 1.00)
Holder of DRDB: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 40000 (value 421599; 0.00% of shares outstanding; change 0.00)
Holder of DRDB: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 375130 (value 3946367; 0.02% of shares outstanding; change 0.00)
Holder of DRDB: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 152688 (value 1609331; 0.01% of shares outstanding; change -0.35)
Holder of DRDB: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1053999; 0.00% of shares outstanding; change 1.00)