speb/financial-data huggingface dataset:
Holder of OSTX: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 4080 (value 6201; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 157921 (value 281099; 0.00% of shares outstanding; change 0.22)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 34884 (value 62093; 0.00% of shares outstanding; change 0.19)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 32844 (value 58462; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 253685 (value 385601; 0.01% of shares outstanding; change 0.00)
Holder of OSTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 149115 (value 226654; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 66667 (value 101333; 0.00% of shares outstanding; change 1.00)
Holder of OSTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 61094 (value 108747; 0.00% of shares outstanding; change -0.01)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 157346 (value 289516; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 34884 (value 64186; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 32844 (value 60432; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 61496 (value 113152; 0.00% of shares outstanding; change 0.01)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 145135 (value 220605; 0.00% of shares outstanding; change -0.08)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 34884 (value 53023; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 32844 (value 49922; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 60692 (value 92251; 0.00% of shares outstanding; change -0.01)
Holder of OSUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 807140 (value 3470702; 0.01% of shares outstanding; change -0.01)
Holder of OSUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2147763 (value 9235381; 0.03% of shares outstanding; change 0.00)
Holder of OSUR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 696547 (value 2970772; 0.01% of shares outstanding; change -0.01)
Holder of OSUR: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 452624 (value 1796917; 0.01% of shares outstanding; change -0.02)
Holder of OSUR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 693212 (value 2956549; 0.01% of shares outstanding; change 0.01)
Holder of OSUR: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 355852 (value 1412732; 0.01% of shares outstanding; change 0.01)
Holder of OSUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 432039 (value 1745437; 0.01% of shares outstanding; change 0.08)
Holder of OSUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 807140 (value 3204345; 0.01% of shares outstanding; change 0.00)
Holder of OSUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2147763 (value 8526619; 0.03% of shares outstanding; change 0.00)
Holder of OSUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1766351 (value 7595309; 0.03% of shares outstanding; change 0.02)
Holder of OSUR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 587666 (value 2526963; 0.01% of shares outstanding; change -0.06)
Holder of OSUR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 689647 (value 2737898; 0.01% of shares outstanding; change -0.01)
Holder of OSUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 430467 (value 1835941; 0.01% of shares outstanding; change 0.00)
Holder of OSUR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 682957 (value 2711339; 0.01% of shares outstanding; change -0.01)
Holder of OSUR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 1103553 (value 4458354; 0.02% of shares outstanding; change 0.00)
Holder of OSUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1697343 (value 7239167; 0.02% of shares outstanding; change -0.04)
Holder of OSUR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 580961 (value 2477798; 0.01% of shares outstanding; change -0.01)
Holder of OSUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 397761 (value 1579111; 0.01% of shares outstanding; change -0.08)
Holder of OSUR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 1102709 (value 4267483; 0.02% of shares outstanding; change 0.00)
Holder of OSUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1713455 (value 6802416; 0.02% of shares outstanding; change 0.01)
Holder of OSUR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 585878 (value 2325935; 0.01% of shares outstanding; change 0.01)
Holder of OSUR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 1102709 (value 4377754; 0.02% of shares outstanding; change 0.00)
Holder of OSW: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2025-12-31: 1160255 (value 27556056; 0.01% of shares outstanding; change -0.06)
Holder of OSW: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 1487477 (value 35327578; 0.01% of shares outstanding; change -0.14)
Holder of OSW: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1727915 (value 45426886; 0.02% of shares outstanding; change -0.11)
Holder of OSW: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 1100200 (value 28924259; 0.01% of shares outstanding; change 1.00)
Holder of OSW: Ariel Investment Trust-Ariel Appreciation Fund
Shares held as of 2026-03-31: 1210730 (value 31830092; 0.01% of shares outstanding; change 0.12)
Holder of OSW: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 3137950 (value 82496708; 0.03% of shares outstanding; change 0.12)
Holder of OSW: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1528664 (value 40188577; 0.02% of shares outstanding; change 0.00)
Holder of OSW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1137668 (value 29909292; 0.01% of shares outstanding; change 0.03)
Holder of OSW: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 2560000 (value 67302402; 0.03% of shares outstanding; change 0.08)
Holder of OSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2427700 (value 57657875; 0.02% of shares outstanding; change -0.01)
Holder of OSW: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 2031434 (value 48896615; 0.02% of shares outstanding; change 0.01)
Holder of OSW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2276893 (value 62682865; 0.02% of shares outstanding; change 0.00)
Holder of OSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2427700 (value 66834582; 0.02% of shares outstanding; change 0.00)
Holder of OSW: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 2052297 (value 54201163; 0.02% of shares outstanding; change 0.01)
Holder of OSW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2276893 (value 59859519; 0.02% of shares outstanding; change 0.00)
Holder of OSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2417222 (value 63548768; 0.02% of shares outstanding; change 0.00)
Holder of OSW: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 2064669 (value 54280149; 0.02% of shares outstanding; change 0.01)
Holder of OTEX: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2025-12-31: 816698 (value 19470080; 0.00% of shares outstanding; change -0.14)
Holder of OTEX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2313422 (value 53486318; 0.01% of shares outstanding; change -0.02)
Holder of OTEX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1016370 (value 20789848; 0.00% of shares outstanding; change 0.28)
Holder of OTEX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 899630 (value 18401931; 0.00% of shares outstanding; change -0.02)
Holder of OTEX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3617958 (value 74005330; 0.01% of shares outstanding; change -0.02)
Holder of OTEX: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 1302223 (value 29130729; 0.01% of shares outstanding; change 0.48)
Holder of OTEX: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 1270370 (value 28418177; 0.01% of shares outstanding; change 0.56)
Holder of OTEX: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1135001 (value 27058424; 0.00% of shares outstanding; change 0.02)
Holder of OTEX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2374651 (value 53120944; 0.01% of shares outstanding; change 0.03)
Holder of OTEX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1223639 (value 27372805; 0.01% of shares outstanding; change 0.20)
Holder of OTEX: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 995893 (value 22278127; 0.00% of shares outstanding; change 0.46)
Holder of OTEX: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1186717 (value 24274296; 0.00% of shares outstanding; change 0.05)
Holder of OTEX: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 5377975 (value 124338786; 0.02% of shares outstanding; change 0.00)
Holder of OTEX: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-04-30: 992937 (value 22956704; 0.00% of shares outstanding; change 0.03)
Holder of OTEX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3605771 (value 80661100; 0.01% of shares outstanding; change 0.00)
Holder of OTEX: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-04-30: 1221290 (value 24981486; 0.01% of shares outstanding; change 0.10)
Holder of OTEX: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1214342 (value 27164831; 0.01% of shares outstanding; change 0.02)
Holder of OTEX: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 5474095 (value 122455509; 0.02% of shares outstanding; change 0.02)
Holder of OTEX: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-05-31: 996554 (value 23189812; 0.00% of shares outstanding; change 0.00)
Holder of OTEX: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-05-31: 1449518 (value 32425718; 0.01% of shares outstanding; change 0.19)
Holder of OTEX: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-06-30: 1011462 (value 22626405; 0.00% of shares outstanding; change 0.02)
Holder of OTEX.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2313422 (value 81224247; 0.01% of shares outstanding; change -0.02)
Holder of OTEX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1016370 (value 29525547; 0.00% of shares outstanding; change 0.28)
Holder of OTEX.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 899630 (value 26134250; 0.00% of shares outstanding; change -0.02)
Holder of OTEX.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3617958 (value 105101677; 0.01% of shares outstanding; change -0.02)
Holder of OTEX.TO: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 1302223 (value 41098157; 0.01% of shares outstanding; change 0.48)
Holder of OTEX.TO: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 1270370 (value 40092876; 0.01% of shares outstanding; change 0.56)
Holder of OTEX.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1135001 (value 39849885; 0.00% of shares outstanding; change 0.02)
Holder of OTEX.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2374651 (value 74943984; 0.01% of shares outstanding; change 0.03)
Holder of OTEX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1223639 (value 38618046; 0.01% of shares outstanding; change 0.20)
Holder of OTEX.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 995893 (value 31430382; 0.00% of shares outstanding; change 0.46)
Holder of OTEX.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1186717 (value 34474127; 0.00% of shares outstanding; change 0.05)
Holder of OTEX.TO: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 5377975 (value 188820705; 0.02% of shares outstanding; change 0.00)
Holder of OTEX.TO: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-04-30: 992937 (value 34862018; 0.00% of shares outstanding; change 0.03)
Holder of OTEX.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3605771 (value 113798130; 0.01% of shares outstanding; change 0.00)
Holder of OTEX.TO: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-04-30: 1221290 (value 35478473; 0.01% of shares outstanding; change 0.10)
Holder of OTEX.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1214342 (value 38324632; 0.01% of shares outstanding; change 0.02)
Holder of OTEX.TO: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 5474095 (value 172762435; 0.02% of shares outstanding; change 0.02)
Holder of OTEX.TO: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-05-31: 996554 (value 32507590; 0.00% of shares outstanding; change 0.00)
Holder of OTEX.TO: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-05-31: 1449518 (value 45746787; 0.01% of shares outstanding; change 0.19)
Holder of OTEX.TO: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-06-30: 1011462 (value 31921740; 0.00% of shares outstanding; change 0.02)
Holder of OTF: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 550000 (value 6110499; 0.00% of shares outstanding; change 2.30)
Holder of OTF: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 404802 (value 4570214; 0.00% of shares outstanding; change 8.52)
Holder of OTF: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 317189 (value 3581063; 0.00% of shares outstanding; change 0.37)
Holder of OTF: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-01-31: 1995757 (value 21035278; 0.00% of shares outstanding; change 4.76)
Holder of OTF: High Income Securities Fund
Shares held as of 2026-02-28: 254925 (value 2536503; 0.00% of shares outstanding; change 0.22)
Holder of OTF: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 650000 (value 6467499; 0.00% of shares outstanding; change 0.18)
Holder of OTF: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 347127 (value 3453913; 0.00% of shares outstanding; change -0.14)
Holder of OTF: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 351389 (value 3496320; 0.00% of shares outstanding; change 0.11)
Holder of OTF: First TRT Exch-Trd AlphaDEX Fd.-First TRT Mid Cap Core AlphaDEX Fd.
Shares held as of 2026-04-30: 367159 (value 4145225; 0.00% of shares outstanding; change 1.00)
Holder of OTF: First TRT Exch-Trd AlphaDEX Fd.-First TRT Mid Cap Value AlphaDEX Fd.
Shares held as of 2026-04-30: 123001 (value 1388681; 0.00% of shares outstanding; change 1.00)
Holder of OTF: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-04-30: 207441 (value 2342008; 0.00% of shares outstanding; change 0.05)
Holder of OTF: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-04-30: 2614280 (value 26012085; 0.01% of shares outstanding; change 0.31)
Holder of OTF: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-04-30: 3765656 (value 42514256; 0.01% of shares outstanding; change 0.15)
Holder of OTF: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-04-30: 135319 (value 1397845; 0.00% of shares outstanding; change -0.01)
Holder of OTF: First TRT Exch-Trd AlphaDEX Fd.-First TRT Mid Cap Core AlphaDEX Fd.
Shares held as of 2026-05-31: 367159 (value 3708306; 0.00% of shares outstanding; change 0.00)
Holder of OTF: First TRT Exch-Trd AlphaDEX Fd.-First TRT Mid Cap Value AlphaDEX Fd.
Shares held as of 2026-05-31: 123001 (value 1242310; 0.00% of shares outstanding; change 0.00)
Holder of OTF: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-05-31: 218894 (value 2210829; 0.00% of shares outstanding; change 0.06)
Holder of OTF: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-05-31: 3798922 (value 39242863; 0.01% of shares outstanding; change 0.01)
Holder of OTF: First TRT Exch-Trd AlphaDEX Fd.-First TRT Mid Cap Core AlphaDEX Fd.
Shares held as of 2026-06-30: 370594 (value 3687410; 0.00% of shares outstanding; change 0.01)
Holder of OTF: First TRT Exch-Trd AlphaDEX Fd.-First TRT Mid Cap Value AlphaDEX Fd.
Shares held as of 2026-06-30: 123001 (value 1223859; 0.00% of shares outstanding; change 0.00)
Holder of OTF: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-06-30: 197380 (value 1963930; 0.00% of shares outstanding; change -0.10)
Holder of OTF: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-06-30: 4423851 (value 44017316; 0.01% of shares outstanding; change 0.16)
Holder of OTF: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-06-30: 133942 (value 1332722; 0.00% of shares outstanding; change -0.01)
Holder of OTGA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 69971 (value 710905; 0.00% of shares outstanding; change 1.00)
Holder of OTGA: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 8784 (value 89245; 0.00% of shares outstanding; change 1.00)
Holder of OTGA: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 4476 (value 45476; 0.00% of shares outstanding; change 1.00)
Holder of OTGA: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-02-28: 39246 (value 399131; 0.00% of shares outstanding; change 1.00)
Holder of OTGA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 69971 (value 711605; 0.00% of shares outstanding; change 0.00)
Holder of OTGA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 10807 (value 109907; 0.00% of shares outstanding; change 0.00)
Holder of OTGA: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 40000 (value 406800; 0.00% of shares outstanding; change -0.21)
Holder of OTGA: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 484258 (value 4924903; 0.02% of shares outstanding; change 1.00)
Holder of OTGA: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-05-31: 39246 (value 399131; 0.00% of shares outstanding; change 0.00)
Holder of OTIS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9830492 (value 696392017; 0.03% of shares outstanding; change 0.02)
Holder of OTIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12243377 (value 867320781; 0.03% of shares outstanding; change -0.01)
Holder of OTIS: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-01-31: 2672517 (value 189321094; 0.01% of shares outstanding; change 0.06)
Holder of OTIS: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 6101865 (value 440615666; 0.02% of shares outstanding; change 0.74)
Holder of OTIS: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 2749610 (value 197779448; 0.01% of shares outstanding; change 1.00)
Holder of OTIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4964264 (value 351668443; 0.01% of shares outstanding; change 0.00)
Holder of OTIS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9878139 (value 710534541; 0.03% of shares outstanding; change 0.00)
Holder of OTIS: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8394815 (value 603839045; 0.02% of shares outstanding; change -0.01)
Holder of OTIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12343469 (value 887865728; 0.03% of shares outstanding; change 0.01)
Holder of OTIS: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3596060 (value 258664596; 0.01% of shares outstanding; change 0.00)
Holder of OTIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4981423 (value 359708550; 0.01% of shares outstanding; change 0.00)
Holder of OTIS: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 6443437 (value 463476425; 0.02% of shares outstanding; change 0.06)
Holder of OTIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4670539 (value 328525696; 0.01% of shares outstanding; change 0.03)
Holder of OTIS: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 3531320 (value 248393035; 0.01% of shares outstanding; change -0.02)
Holder of OTIS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5027954 (value 363068553; 0.01% of shares outstanding; change 0.01)
Holder of OTIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4974479 (value 357814275; 0.01% of shares outstanding; change 0.00)
Holder of OTIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4715965 (value 344689864; 0.01% of shares outstanding; change 0.01)
Holder of OTIS: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-05-31: 3440635 (value 251475999; 0.01% of shares outstanding; change -0.03)
Holder of OTIS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5121478 (value 368387914; 0.01% of shares outstanding; change 0.02)
Holder of OTIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4637439 (value 333570988; 0.01% of shares outstanding; change -0.02)
Holder of OTIS: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 3625486 (value 260781209; 0.01% of shares outstanding; change 0.05)
Holder of OTLK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 313926 (value 229165; 0.00% of shares outstanding; change 0.28)
Holder of OTLK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 942805 (value 688247; 0.01% of shares outstanding; change 0.00)
Holder of OTLK: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 25000 (value 18250; 0.00% of shares outstanding; change 1.00)
Holder of OTLK: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 137 (value 249; 0.00% of shares outstanding; change 0.18)
Holder of OTLK: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 5471 (value 7686; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 384082 (value 298316; 0.00% of shares outstanding; change 1.39)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7574 (value 5882; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 52929 (value 41109; 0.00% of shares outstanding; change 0.31)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 57557 (value 44704; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1024355 (value 1439218; 0.01% of shares outstanding; change 2.26)
Holder of OTLK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 942805 (value 1324640; 0.01% of shares outstanding; change 0.00)
Holder of OTLK: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 141689 (value 110049; 0.00% of shares outstanding; change 0.93)
Holder of OTLK: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 315 (value 442; 0.00% of shares outstanding; change 1.30)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 382684 (value 696484; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7574 (value 13784; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 52929 (value 96330; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 57557 (value 104753; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 142621 (value 259570; 0.00% of shares outstanding; change 0.01)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 382684 (value 537671; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7574 (value 10641; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 52929 (value 74365; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 57557 (value 80867; 0.00% of shares outstanding; change 0.00)
Holder of OTLK: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 140757 (value 197763; 0.00% of shares outstanding; change -0.01)
Holder of OTLY: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2026-01-31: 1137 (value 9550; 0.00% of shares outstanding; change 0.06)
Holder of OTLY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11286 (value 92432; 0.00% of shares outstanding; change 0.00)
Holder of OTLY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11286 (value 94802; 0.00% of shares outstanding; change 0.00)
Holder of OTLY: GLOBAL X FUNDS-Global X AgTech & Food Innovation ETF
Shares held as of 2026-04-30: 8923 (value 73079; 0.00% of shares outstanding; change 0.18)
Holder of OTLY: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 10166 (value 83971; 0.00% of shares outstanding; change 0.02)
Holder of OTLY: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2026-04-30: 1137 (value 15201; 0.00% of shares outstanding; change 0.00)
Holder of OTLY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11286 (value 150893; 0.00% of shares outstanding; change 0.00)
Holder of OTLY: GLOBAL X FUNDS-Global X AgTech & Food Innovation ETF
Shares held as of 2026-05-31: 10997 (value 110409; 0.00% of shares outstanding; change 0.23)
Holder of OTLY: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 9962 (value 133191; 0.00% of shares outstanding; change -0.02)
Holder of OTLY: GLOBAL X FUNDS-Global X AgTech & Food Innovation ETF
Shares held as of 2026-06-30: 10978 (value 146775; 0.00% of shares outstanding; change 0.00)
Holder of OTTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 450453 (value 39036258; 0.01% of shares outstanding; change 0.01)
Holder of OTTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 950470 (value 82367733; 0.02% of shares outstanding; change -0.04)
Holder of OTTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 613138 (value 53134541; 0.01% of shares outstanding; change -0.04)
Holder of OTTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1312574 (value 113747667; 0.03% of shares outstanding; change -0.01)
Holder of OTTR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 377725 (value 33725178; 0.01% of shares outstanding; change 0.01)
Holder of OTTR: Gabelli Utilities Fund-The Gabelli Utilities Fund
Shares held as of 2026-03-31: 391600 (value 34964007; 0.01% of shares outstanding; change 0.00)
Holder of OTTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 467115 (value 43133397; 0.01% of shares outstanding; change 0.04)
Holder of OTTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 967098 (value 89301825; 0.02% of shares outstanding; change 0.02)
Holder of OTTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 616007 (value 56882084; 0.01% of shares outstanding; change 0.00)
Holder of OTTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1328195 (value 122645521; 0.03% of shares outstanding; change 0.01)
Holder of OTTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 947569 (value 82116333; 0.02% of shares outstanding; change 0.01)
Holder of OTTR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 381716 (value 35247654; 0.01% of shares outstanding; change 0.01)
Holder of OTTR: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 520335 (value 45149466; 0.01% of shares outstanding; change 0.01)
Holder of OTTR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 383223 (value 33532012; 0.01% of shares outstanding; change 0.01)
Holder of OTTR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2553979 (value 223473162; 0.06% of shares outstanding; change 0.02)
Holder of OTTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 910568 (value 81300067; 0.02% of shares outstanding; change -0.04)
Holder of OTTR: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 525696 (value 48800360; 0.01% of shares outstanding; change 0.01)
Holder of OTTR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 383786 (value 34141602; 0.01% of shares outstanding; change 0.00)
Holder of OTTR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2544518 (value 234960782; 0.06% of shares outstanding; change 0.00)
Holder of OTTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 922125 (value 85149019; 0.02% of shares outstanding; change 0.01)
Holder of OTTR: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 540392 (value 49899795; 0.01% of shares outstanding; change 0.03)
Holder of OTTR: Gabelli Utilities Fund-The Gabelli Utilities Fund
Shares held as of 2026-06-30: 386600 (value 35698642; 0.01% of shares outstanding; change -0.01)
Holder of OTTR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 383774 (value 35437689; 0.01% of shares outstanding; change 0.00)
Holder of OUST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 650866 (value 29972378; 0.01% of shares outstanding; change 0.06)
Holder of OUST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1790933 (value 82472463; 0.04% of shares outstanding; change 0.08)
Holder of OUST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 534736 (value 26089769; 0.01% of shares outstanding; change 0.01)
Holder of OUST: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 289287 (value 12520341; 0.01% of shares outstanding; change 0.05)
Holder of OUST: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1280617 (value 43592203; 0.03% of shares outstanding; change 0.03)
Holder of OUST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 320467 (value 12716130; 0.01% of shares outstanding; change 0.02)
Holder of OUST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 671768 (value 22866983; 0.01% of shares outstanding; change 0.03)
Holder of OUST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1931733 (value 65756193; 0.04% of shares outstanding; change 0.08)
Holder of OUST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1385576 (value 63805773; 0.03% of shares outstanding; change 0.05)
Holder of OUST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 319301 (value 15578696; 0.01% of shares outstanding; change 0.00)
Holder of OUST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 560917 (value 19093615; 0.01% of shares outstanding; change 0.05)
Holder of OUST: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 464690 (value 18438899; 0.01% of shares outstanding; change 0.01)
Holder of OUST: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 389765 (value 15465875; 0.01% of shares outstanding; change 0.00)
Holder of OUST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1341004 (value 65427586; 0.03% of shares outstanding; change -0.03)
Holder of OUST: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 464053 (value 22641146; 0.01% of shares outstanding; change 0.00)
Holder of OUST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 310637 (value 10574083; 0.01% of shares outstanding; change -0.03)
Holder of OUST: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 473564 (value 17540810; 0.01% of shares outstanding; change 0.02)
Holder of OUST: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 384333 (value 16633931; 0.01% of shares outstanding; change -0.01)
Holder of OUST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1353777 (value 46082570; 0.03% of shares outstanding; change 0.01)
Holder of OUST: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 463851 (value 15789488; 0.01% of shares outstanding; change 0.00)
Holder of OUST: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-06-30: 632331 (value 21524547; 0.01% of shares outstanding; change 1.00)
Holder of OUST: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 472850 (value 16095814; 0.01% of shares outstanding; change 0.00)
Holder of OUST: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 606768 (value 20654383; 0.01% of shares outstanding; change 0.58)
Holder of OUT: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 2323218 (value 74900552; 0.01% of shares outstanding; change 0.06)
Holder of OUT: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 8304246 (value 267728904; 0.05% of shares outstanding; change 0.00)
Holder of OUT: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 2159649 (value 69627087; 0.01% of shares outstanding; change 0.00)
Holder of OUT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3414368 (value 110079230; 0.02% of shares outstanding; change 0.01)
Holder of OUT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2202196 (value 70998802; 0.01% of shares outstanding; change 0.02)
Holder of OUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4767042 (value 153689442; 0.03% of shares outstanding; change 0.08)
Holder of OUT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 5618183 (value 178236857; 0.03% of shares outstanding; change 0.07)
Holder of OUT: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 2492066 (value 79060794; 0.01% of shares outstanding; change 0.00)
Holder of OUT: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 2323218 (value 74412669; 0.01% of shares outstanding; change 0.00)
Holder of OUT: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 6903476 (value 221118327; 0.04% of shares outstanding; change -0.17)
Holder of OUT: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 2159649 (value 69173554; 0.01% of shares outstanding; change 0.00)
Holder of OUT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3653147 (value 117010293; 0.02% of shares outstanding; change 0.07)
Holder of OUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5036850 (value 161330299; 0.03% of shares outstanding; change 0.06)
Holder of OUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3629011 (value 116999320; 0.02% of shares outstanding; change 0.00)
Holder of OUT: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1799035 (value 57074386; 0.01% of shares outstanding; change 0.00)
Holder of OUT: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2481191 (value 79472544; 0.01% of shares outstanding; change 0.00)
Holder of OUT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 5587952 (value 178982095; 0.03% of shares outstanding; change -0.01)
Holder of OUT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8866695 (value 276463552; 0.05% of shares outstanding; change 0.01)
Holder of OUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3495470 (value 110893787; 0.02% of shares outstanding; change -0.04)
Holder of OUT: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1694488 (value 54274448; 0.01% of shares outstanding; change -0.01)
Holder of OUT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8827012 (value 282729183; 0.05% of shares outstanding; change 0.00)
Holder of OUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3544545 (value 113531772; 0.02% of shares outstanding; change 0.01)
Holder of OVBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 39738 (value 1909410; 0.01% of shares outstanding; change 0.00)
Holder of OVBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 116676 (value 5606281; 0.02% of shares outstanding; change 0.00)
Holder of OVBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 18743 (value 903600; 0.00% of shares outstanding; change 0.00)
Holder of OVBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 36775 (value 1772922; 0.01% of shares outstanding; change 0.00)
Holder of OVBC: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 18729 (value 789240; 0.00% of shares outstanding; change 0.00)
Holder of OVBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 17585 (value 846717; 0.00% of shares outstanding; change -0.10)
Holder of OVBC: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 70250 (value 3409232; 0.01% of shares outstanding; change 0.00)
Holder of OVBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 93980 (value 4560849; 0.02% of shares outstanding; change 0.00)
Holder of OVBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 39738 (value 1674559; 0.01% of shares outstanding; change 0.00)
Holder of OVBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 116676 (value 4916726; 0.02% of shares outstanding; change 0.00)
Holder of OVBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 86077 (value 4135999; 0.02% of shares outstanding; change 0.02)
Holder of OVBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 31955 (value 1535437; 0.01% of shares outstanding; change 0.00)
Holder of OVBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 19083 (value 804157; 0.00% of shares outstanding; change 0.02)
Holder of OVBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 18263 (value 880459; 0.00% of shares outstanding; change 0.04)
Holder of OVBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 36883 (value 1554249; 0.01% of shares outstanding; change 0.00)
Holder of OVBC: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 70250 (value 3386752; 0.01% of shares outstanding; change 0.00)
Holder of OVBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 93980 (value 4530775; 0.02% of shares outstanding; change 0.00)
Holder of OVBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 82672 (value 3985617; 0.02% of shares outstanding; change -0.04)
Holder of OVBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 31595 (value 1523194; 0.01% of shares outstanding; change -0.01)
Holder of OVBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 17948 (value 756328; 0.00% of shares outstanding; change -0.02)
Holder of OVBC: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 70250 (value 2960334; 0.01% of shares outstanding; change 0.00)
Holder of OVBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 93980 (value 3960317; 0.02% of shares outstanding; change 0.00)
Holder of OVBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 83467 (value 3517299; 0.02% of shares outstanding; change 0.01)
Holder of OVBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 31859 (value 1342538; 0.01% of shares outstanding; change 0.01)
Holder of OVID: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 91234 (value 218961; 0.00% of shares outstanding; change 0.00)
Holder of OVID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 622296 (value 1698868; 0.00% of shares outstanding; change 0.00)
Holder of OVID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2008716 (value 5483794; 0.01% of shares outstanding; change 0.13)
Holder of OVID: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 3571000 (value 8088315; 0.02% of shares outstanding; change 1.00)
Holder of OVID: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 91234 (value 206645; 0.00% of shares outstanding; change 0.00)
Holder of OVID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 632568 (value 1518163; 0.00% of shares outstanding; change 0.97)
Holder of OVID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 179955 (value 431892; 0.00% of shares outstanding; change 1.18)
Holder of OVID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 202875 (value 486900; 0.00% of shares outstanding; change 0.80)
Holder of OVID: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 2895593 (value 6746731; 0.02% of shares outstanding; change 1.00)
Holder of OVID: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 130813 (value 329648; 0.00% of shares outstanding; change 1.00)
Holder of OVID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1330202 (value 3099370; 0.01% of shares outstanding; change 1.14)
Holder of OVID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3829016 (value 8921606; 0.02% of shares outstanding; change 0.91)
Holder of OVID: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 66483 (value 159559; 0.00% of shares outstanding; change 1.28)
Holder of OVID: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 5951666 (value 13867381; 0.03% of shares outstanding; change 0.67)
Holder of OVID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 630266 (value 1427552; 0.00% of shares outstanding; change 0.00)
Holder of OVID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 179955 (value 407598; 0.00% of shares outstanding; change 0.00)