speb/financial-data huggingface dataset:
Holder of ONTO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1574709 (value 429297159; 0.03% of shares outstanding; change 0.00)
Holder of ONTO: Pacer Funds Trust-Pacer US Large Cap Cash Cows Growth Leaders ETF
Shares held as of 2026-04-30: 344709 (value 93974565; 0.01% of shares outstanding; change 0.08)
Holder of ONTO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 375652 (value 95130114; 0.01% of shares outstanding; change 0.00)
Holder of ONTO: Vanguard Explorer Fund
Shares held as of 2026-04-30: 286210 (value 78026568; 0.01% of shares outstanding; change 0.00)
Holder of ONTO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1676257 (value 559467552; 0.03% of shares outstanding; change 0.02)
Holder of ONTO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 371987 (value 119571502; 0.01% of shares outstanding; change -0.01)
Holder of ONTO: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 283000 (value 77151458; 0.01% of shares outstanding; change 0.26)
Holder of ONTO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1684486 (value 459224565; 0.03% of shares outstanding; change 0.00)
Holder of ONTO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 382740 (value 104342576; 0.01% of shares outstanding; change 0.03)
Holder of ONYX.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 5373951 (value 7953447; 0.06% of shares outstanding; change 0.00)
Holder of ONYX.V: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 675000 (value 904500; 0.01% of shares outstanding; change 0.00)
Holder of ONYX.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 5373951 (value 7201094; 0.06% of shares outstanding; change 0.00)
Holder of OOMA: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 247113 (value 4233045; 0.01% of shares outstanding; change 0.00)
Holder of OOMA: JPMorgan Trust I-JPMorgan U.S. Small Company Fund
Shares held as of 2025-12-31: 131336 (value 2318080; 0.00% of shares outstanding; change -0.08)
Holder of OOMA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 266417 (value 4702259; 0.01% of shares outstanding; change -0.11)
Holder of OOMA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 779871 (value 13764722; 0.03% of shares outstanding; change 0.03)
Holder of OOMA: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 408765 (value 8183475; 0.01% of shares outstanding; change -0.02)
Holder of OOMA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 248861 (value 4357556; 0.01% of shares outstanding; change 0.01)
Holder of OOMA: BlackRock Funds-BLACKROCK ADVANTAGE SMALL CAP GROWTH FUND
Shares held as of 2026-03-31: 127363 (value 2549807; 0.00% of shares outstanding; change -0.12)
Holder of OOMA: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 247113 (value 4947202; 0.01% of shares outstanding; change 0.00)
Holder of OOMA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 154939 (value 2654104; 0.01% of shares outstanding; change 0.09)
Holder of OOMA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 284150 (value 5688683; 0.01% of shares outstanding; change 0.07)
Holder of OOMA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 779871 (value 15613017; 0.03% of shares outstanding; change 0.00)
Holder of OOMA: VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio
Shares held as of 2026-03-31: 149802 (value 2999036; 0.01% of shares outstanding; change 0.57)
Holder of OOMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 602190 (value 10628653; 0.02% of shares outstanding; change 0.05)
Holder of OOMA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 154375 (value 2703106; 0.01% of shares outstanding; change 0.00)
Holder of OOMA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 249693 (value 4998853; 0.01% of shares outstanding; change 0.00)
Holder of OOMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 578582 (value 10130970; 0.02% of shares outstanding; change -0.04)
Holder of OOMA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 207507 (value 3633447; 0.01% of shares outstanding; change 0.00)
Holder of OOMA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 132378 (value 2650207; 0.00% of shares outstanding; change -0.14)
Holder of OOMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 597412 (value 11960188; 0.02% of shares outstanding; change 0.03)
Holder of OOMA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 205371 (value 4111527; 0.01% of shares outstanding; change -0.01)
Holder of OPAD: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 7158 (value 4418; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 140973 (value 107985; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 552587 (value 423281; 0.01% of shares outstanding; change 0.00)
Holder of OPAD: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 10420 (value 7981; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 1304 (value 5988; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 3508 (value 16110; 0.00% of shares outstanding; change -0.17)
Holder of OPAD: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 716 (value 2878; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 4540 (value 18250; 0.00% of shares outstanding; change 0.79)
Holder of OPAD: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 457 (value 1837; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 205075 (value 126592; 0.00% of shares outstanding; change 0.75)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 43894 (value 27095; 0.00% of shares outstanding; change 0.52)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 47646 (value 29411; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 82 (value 329; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 29481 (value 118513; 0.00% of shares outstanding; change 1.09)
Holder of OPAD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 86889 (value 349293; 0.00% of shares outstanding; change 0.57)
Holder of OPAD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 98337 (value 60703; 0.00% of shares outstanding; change 0.31)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 20433 (value 93836; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4389 (value 20156; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4765 (value 21882; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 9898 (value 45455; 0.00% of shares outstanding; change 0.01)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 20433 (value 82140; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4389 (value 17643; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4765 (value 19155; 0.00% of shares outstanding; change 0.00)
Holder of OPAD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 9769 (value 39271; 0.00% of shares outstanding; change -0.01)
Holder of OPAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 247220 (value 558717; 0.01% of shares outstanding; change 0.00)
Holder of OPAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 728296 (value 1645948; 0.02% of shares outstanding; change 0.19)
Holder of OPAL: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 53148 (value 100715; 0.00% of shares outstanding; change 0.00)
Holder of OPAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 205601 (value 389613; 0.01% of shares outstanding; change 0.00)
Holder of OPAL: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 104308 (value 230520; 0.00% of shares outstanding; change 0.01)
Holder of OPAL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 123290 (value 258292; 0.00% of shares outstanding; change 0.04)
Holder of OPAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 247220 (value 546356; 0.01% of shares outstanding; change 0.00)
Holder of OPAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 728296 (value 1609534; 0.02% of shares outstanding; change 0.00)
Holder of OPAL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 53282 (value 111625; 0.00% of shares outstanding; change -0.10)
Holder of OPAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 477883 (value 1080015; 0.02% of shares outstanding; change 0.30)
Holder of OPAL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 122841 (value 232783; 0.00% of shares outstanding; change 0.00)
Holder of OPAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 209396 (value 462765; 0.01% of shares outstanding; change 0.02)
Holder of OPAL: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 2669200 (value 5591974; 0.09% of shares outstanding; change -0.19)
Holder of OPAL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 53633 (value 101634; 0.00% of shares outstanding; change 0.01)
Holder of OPAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 459269 (value 870314; 0.02% of shares outstanding; change -0.04)
Holder of OPAL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 139462 (value 264280; 0.00% of shares outstanding; change 0.00)
Holder of OPAL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 122111 (value 269865; 0.00% of shares outstanding; change -0.01)
Holder of OPAL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 43392 (value 95896; 0.00% of shares outstanding; change 0.00)
Holder of OPAL: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 3070480 (value 7768314; 0.10% of shares outstanding; change 0.15)
Holder of OPAL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 52931 (value 116977; 0.00% of shares outstanding; change -0.01)
Holder of OPAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 463615 (value 1024589; 0.02% of shares outstanding; change 0.01)
Holder of OPAL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 138022 (value 305028; 0.00% of shares outstanding; change -0.01)
Holder of OPAL: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 4067302 (value 8988737; 0.13% of shares outstanding; change 0.32)
Holder of OPBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 127972 (value 1799286; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 417458 (value 5869459; 0.03% of shares outstanding; change 0.00)
Holder of OPBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 148940 (value 2150693; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 82461 (value 1190736; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 117157 (value 1691747; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 182412 (value 2573833; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 337297 (value 4759260; 0.02% of shares outstanding; change 0.00)
Holder of OPBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 127972 (value 2004041; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 417458 (value 6537392; 0.03% of shares outstanding; change 0.00)
Holder of OPBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 285143 (value 4009110; 0.02% of shares outstanding; change 0.02)
Holder of OPBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 90252 (value 1268943; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 109740 (value 1548431; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 163268 (value 2556776; 0.01% of shares outstanding; change 0.10)
Holder of OPBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 82461 (value 1291339; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 117787 (value 1844544; 0.01% of shares outstanding; change 0.01)
Holder of OPBK: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 182412 (value 2634029; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 337297 (value 4870568; 0.02% of shares outstanding; change 0.00)
Holder of OPBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 274020 (value 3956848; 0.02% of shares outstanding; change -0.04)
Holder of OPBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 89217 (value 1288293; 0.01% of shares outstanding; change -0.01)
Holder of OPBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 109740 (value 1584645; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 182412 (value 2856571; 0.01% of shares outstanding; change 0.00)
Holder of OPBK: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 337297 (value 5282070; 0.02% of shares outstanding; change 0.00)
Holder of OPBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 276617 (value 4331822; 0.02% of shares outstanding; change 0.01)
Holder of OPBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 89976 (value 1409024; 0.01% of shares outstanding; change 0.01)
Holder of OPBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 109740 (value 1718528; 0.01% of shares outstanding; change 0.00)
Holder of OPC.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 54696940 (value 2785715170; 0.06% of shares outstanding; change 0.00)
Holder of OPC.DE: Pacer Funds Trust-Pacer US Cash Cows 100 ETF
Shares held as of 2026-01-31: 5005076 (value 254908522; 0.01% of shares outstanding; change -0.24)
Holder of OPC.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 50637640 (value 2536439395; 0.05% of shares outstanding; change -0.07)
Holder of OPC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9184776 (value 467780644; 0.01% of shares outstanding; change 0.00)
Holder of OPC.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18276433 (value 915466531; 0.02% of shares outstanding; change 0.01)
Holder of OPC.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 15975326 (value 800204081; 0.02% of shares outstanding; change -0.01)
Holder of OPC.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 4808481 (value 240856814; 0.00% of shares outstanding; change 0.05)
Holder of OPC.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 23472345 (value 1175729764; 0.02% of shares outstanding; change 0.01)
Holder of OPC.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 6842926 (value 342762164; 0.01% of shares outstanding; change 0.01)
Holder of OPC.DE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 16297411 (value 830027147; 0.02% of shares outstanding; change -0.02)
Holder of OPC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8586261 (value 437298275; 0.01% of shares outstanding; change 0.03)
Holder of OPC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9302604 (value 473781624; 0.01% of shares outstanding; change 0.01)
Holder of OPC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9203657 (value 461011180; 0.01% of shares outstanding; change 0.00)
Holder of OPC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9475644 (value 474635009; 0.01% of shares outstanding; change 0.02)
Holder of OPC.DE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 18017847 (value 902513958; 0.02% of shares outstanding; change 0.13)
Holder of OPC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8775686 (value 439574113; 0.01% of shares outstanding; change 0.01)
Holder of OPCH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1709446 (value 35676139; 0.01% of shares outstanding; change -0.01)
Holder of OPCH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2035052 (value 42471536; 0.01% of shares outstanding; change -0.05)
Holder of OPCH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3602859 (value 75191670; 0.02% of shares outstanding; change -0.06)
Holder of OPCH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4963695 (value 103592318; 0.03% of shares outstanding; change -0.03)
Holder of OPCH: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 4987675 (value 109479470; 0.03% of shares outstanding; change -0.10)
Holder of OPCH: Vanguard Explorer Fund
Shares held as of 2026-01-31: 2657185 (value 58325212; 0.02% of shares outstanding; change -0.12)
Holder of OPCH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1564083 (value 34331623; 0.01% of shares outstanding; change 0.01)
Holder of OPCH: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 6805644 (value 139583759; 0.04% of shares outstanding; change 0.03)
Holder of OPCH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1770358 (value 38345954; 0.01% of shares outstanding; change 0.04)
Holder of OPCH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2016108 (value 43668898; 0.01% of shares outstanding; change -0.01)
Holder of OPCH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3606968 (value 78126926; 0.02% of shares outstanding; change 0.00)
Holder of OPCH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4961541 (value 107466977; 0.03% of shares outstanding; change 0.00)
Holder of OPCH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3900225 (value 81397699; 0.02% of shares outstanding; change 0.00)
Holder of OPCH: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 6805644 (value 147410248; 0.04% of shares outstanding; change 0.00)
Holder of OPCH: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 6323420 (value 136965276; 0.04% of shares outstanding; change 0.27)
Holder of OPCH: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2978485 (value 64513984; 0.02% of shares outstanding; change 0.12)
Holder of OPCH: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5352939 (value 117711127; 0.03% of shares outstanding; change 0.02)
Holder of OPCH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3747681 (value 82261600; 0.02% of shares outstanding; change -0.04)
Holder of OPCH: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5385363 (value 116646961; 0.03% of shares outstanding; change 0.01)
Holder of OPCH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3819861 (value 82738188; 0.02% of shares outstanding; change 0.02)
Holder of OPCH: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1582208 (value 34270625; 0.01% of shares outstanding; change 0.71)
Holder of OPEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8636023 (value 43525555; 0.01% of shares outstanding; change 0.20)
Holder of OPEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 10395967 (value 52395673; 0.01% of shares outstanding; change 1.51)
Holder of OPEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 18402520 (value 92748700; 0.02% of shares outstanding; change 1.48)
Holder of OPEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 25510449 (value 128572661; 0.03% of shares outstanding; change 0.31)
Holder of OPEN: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 5942188 (value 25640541; 0.01% of shares outstanding; change 0.39)
Holder of OPEN: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 33815756 (value 145914989; 0.04% of shares outstanding; change 0.72)
Holder of OPEN: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 5810321 (value 22282581; 0.01% of shares outstanding; change -0.16)
Holder of OPEN: Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio
Shares held as of 2026-03-31: 8295487 (value 31813192; 0.01% of shares outstanding; change 1.63)
Holder of OPEN: MORGAN STANLEY INSTITUTIONAL FUND TRUST-Discovery Portfolio
Shares held as of 2026-03-31: 5562648 (value 28035745; 0.01% of shares outstanding; change 1.40)
Holder of OPEN: Morgan Stanley Insight Fund
Shares held as of 2026-03-31: 12569205 (value 48202901; 0.01% of shares outstanding; change 1.24)
Holder of OPEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 8933584 (value 34260294; 0.01% of shares outstanding; change 0.03)
Holder of OPEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 10498795 (value 40262879; 0.01% of shares outstanding; change 0.01)
Holder of OPEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 18782343 (value 72030286; 0.02% of shares outstanding; change 0.02)
Holder of OPEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 25734287 (value 98690991; 0.03% of shares outstanding; change 0.01)
Holder of OPEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 11234809 (value 49657856; 0.01% of shares outstanding; change 0.00)
Holder of OPEN: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 5963775 (value 22871077; 0.01% of shares outstanding; change 0.00)
Holder of OPEN: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 33640161 (value 129010018; 0.03% of shares outstanding; change -0.01)
Holder of OPEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 11234809 (value 48478201; 0.01% of shares outstanding; change 0.00)
Holder of OPEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 11234809 (value 43085492; 0.01% of shares outstanding; change 0.00)
Holder of OPENL: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 4904 (value 1214; 0.00% of shares outstanding; change 1.00)
Holder of OPENL: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 3486 (value 1080; 0.00% of shares outstanding; change 1.00)
Holder of OPENL: Fidelity Salem Street Trust-Fidelity Flex Small Cap Index Fund
Shares held as of 2026-02-28: 2841 (value 667; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 4904 (value 931; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 14917 (value 3693; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-03-31: 6739 (value 2089; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-03-31: 10795 (value 3346; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Salem Street Trust-Fidelity Real Estate Index Fund
Shares held as of 2026-03-31: 51994 (value 16118; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Salem Street Trust-Fidelity SAI Real Estate Index Fund
Shares held as of 2026-03-31: 3116 (value 965; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 3486 (value 662; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI USA Sm Cp Val Weighted
Shares held as of 2026-04-30: 19948 (value 4939; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 6190 (value 1532; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14917 (value 3505; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-04-30: 6739 (value 1583; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-04-30: 10795 (value 2536; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Salem Street Trust-Fidelity Flex Small Cap Index Fund
Shares held as of 2026-04-30: 2840 (value 539; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Salem Street Trust-Fidelity Real Estate Index Fund
Shares held as of 2026-04-30: 51994 (value 12218; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Salem Street Trust-Fidelity SAI Real Estate Index Fund
Shares held as of 2026-04-30: 3116 (value 732; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI USA Sm Cp Val Weighted
Shares held as of 2026-05-31: 19948 (value 4594; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 6190 (value 1454; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14917 (value 2834; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-05-31: 6739 (value 1280; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-05-31: 10795 (value 2051; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Salem Street Trust-Fidelity Real Estate Index Fund
Shares held as of 2026-05-31: 51994 (value 9878; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Salem Street Trust-Fidelity SAI Real Estate Index Fund
Shares held as of 2026-05-31: 3116 (value 592; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI USA Sm Cp Val Weighted
Shares held as of 2026-06-30: 19948 (value 3790; 0.00% of shares outstanding; change 0.00)
Holder of OPENL: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 6190 (value 1176; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 4904 (value 1176; 0.00% of shares outstanding; change 1.00)
Holder of OPENZ: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 3486 (value 906; 0.00% of shares outstanding; change 1.00)
Holder of OPENZ: Fidelity Salem Street Trust-Fidelity Flex Small Cap Index Fund
Shares held as of 2026-02-28: 2841 (value 738; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 4904 (value 848; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 14917 (value 3580; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-03-31: 6739 (value 1752; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-03-31: 10795 (value 2807; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Salem Street Trust-Fidelity Real Estate Index Fund
Shares held as of 2026-03-31: 51994 (value 13523; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Salem Street Trust-Fidelity SAI Real Estate Index Fund
Shares held as of 2026-03-31: 3116 (value 810; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 3486 (value 603; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI USA Sm Cp Val Weighted
Shares held as of 2026-04-30: 19948 (value 4787; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 6190 (value 1485; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14917 (value 3659; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-04-30: 6739 (value 1653; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-04-30: 10795 (value 2648; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Salem Street Trust-Fidelity Real Estate Index Fund
Shares held as of 2026-04-30: 51994 (value 12754; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Salem Street Trust-Fidelity SAI Real Estate Index Fund
Shares held as of 2026-04-30: 3116 (value 764; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 26020 (value 6382; 0.00% of shares outstanding; change 1.00)
Holder of OPENZ: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI USA Sm Cp Val Weighted
Shares held as of 2026-05-31: 19948 (value 4189; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 6190 (value 1518; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14917 (value 2580; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-05-31: 6739 (value 1165; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-05-31: 10795 (value 1867; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Salem Street Trust-Fidelity Real Estate Index Fund
Shares held as of 2026-05-31: 51994 (value 8994; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Salem Street Trust-Fidelity SAI Real Estate Index Fund
Shares held as of 2026-05-31: 3116 (value 539; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 26020 (value 4501; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI USA Sm Cp Val Weighted
Shares held as of 2026-06-30: 19948 (value 3451; 0.00% of shares outstanding; change 0.00)
Holder of OPENZ: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 6190 (value 1070; 0.00% of shares outstanding; change 0.00)
Holder of OPFI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 112750 (value 936952; 0.00% of shares outstanding; change 0.74)
Holder of OPFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 301911 (value 2563224; 0.00% of shares outstanding; change -0.02)
Holder of OPFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 845857 (value 7181325; 0.01% of shares outstanding; change 0.05)
Holder of OPFI: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 554880 (value 4824681; 0.01% of shares outstanding; change 0.28)
Holder of OPFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 255272 (value 2219589; 0.00% of shares outstanding; change 0.00)
Holder of OPFI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 132826 (value 1198090; 0.00% of shares outstanding; change 0.09)
Holder of OPFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 151296 (value 1257269; 0.00% of shares outstanding; change 0.05)
Holder of OPFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 313553 (value 2828248; 0.00% of shares outstanding; change 0.04)
Holder of OPFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 845857 (value 7629630; 0.01% of shares outstanding; change 0.00)
Holder of OPFI: Victory Portfolios II-VictoryShares Small Cap Free Cash Flow ETF
Shares held as of 2026-03-31: 139669 (value 1259814; 0.00% of shares outstanding; change -0.15)
Holder of OPFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 665972 (value 5654102; 0.01% of shares outstanding; change 0.02)
Holder of OPFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 97190 (value 911642; 0.00% of shares outstanding; change 0.19)
Holder of OPFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 150745 (value 1310727; 0.00% of shares outstanding; change 0.00)
Holder of OPFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 251605 (value 2269477; 0.00% of shares outstanding; change -0.01)
Holder of OPFI: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 554880 (value 5005017; 0.01% of shares outstanding; change 0.00)
Holder of OPFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 639867 (value 5563643; 0.01% of shares outstanding; change -0.04)
Holder of OPFI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 219329 (value 1907065; 0.00% of shares outstanding; change 0.00)
Holder of OPFI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 145698 (value 1314196; 0.00% of shares outstanding; change -0.03)
Holder of OPFI: First TRT Exch-Trd Fd.-First TRT Dow Jones Select MicroCap Index Fd.
Shares held as of 2026-05-31: 92998 (value 808617; 0.00% of shares outstanding; change 0.01)
Holder of OPFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 645962 (value 5826577; 0.01% of shares outstanding; change 0.01)
Holder of OPFI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 217065 (value 1957926; 0.00% of shares outstanding; change -0.01)
Holder of OPFI: First TRT Exch-Trd Fd.-First TRT Dow Jones Select MicroCap Index Fd.
Shares held as of 2026-06-30: 116197 (value 1048096; 0.00% of shares outstanding; change 0.25)
Holder of OPHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 106273 (value 584501; 0.01% of shares outstanding; change -0.15)
Holder of OPHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 237870 (value 1308285; 0.02% of shares outstanding; change 0.00)
Holder of OPHC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 28972 (value 168037; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 8337 (value 48354; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 15000 (value 94500; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 16600 (value 104580; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 23477 (value 129123; 0.00% of shares outstanding; change -0.50)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 16560 (value 91080; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 18777 (value 103273; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 106273 (value 669519; 0.01% of shares outstanding; change 0.00)
Holder of OPHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 237870 (value 1498581; 0.02% of shares outstanding; change 0.00)
Holder of OPHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 23209 (value 127649; 0.00% of shares outstanding; change -0.10)
Holder of OPHC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 28972 (value 182523; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 8337 (value 52523; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 23392 (value 135673; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 16560 (value 96048; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 18777 (value 108906; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 23362 (value 135499; 0.00% of shares outstanding; change 0.01)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 23392 (value 147369; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 15275 (value 96232; 0.00% of shares outstanding; change -0.08)
Holder of OPHC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 18777 (value 118295; 0.00% of shares outstanding; change 0.00)
Holder of OPHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 23056 (value 145252; 0.00% of shares outstanding; change -0.01)
Holder of OPK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4699515 (value 6861292; 0.01% of shares outstanding; change 0.01)
Holder of OPK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6978399 (value 10188462; 0.01% of shares outstanding; change -0.18)
Holder of OPK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2247011 (value 3280636; 0.00% of shares outstanding; change -0.17)
Holder of OPK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9433793 (value 13773338; 0.01% of shares outstanding; change -0.22)
Holder of OPK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 3994483 (value 5891862; 0.01% of shares outstanding; change 0.00)
Holder of OPK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 2077655 (value 2534739; 0.00% of shares outstanding; change -0.02)
Holder of OPK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2403408 (value 3460907; 0.00% of shares outstanding; change 0.06)
Holder of OPK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4731506 (value 5772437; 0.01% of shares outstanding; change 0.01)
Holder of OPK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6969226 (value 8502455; 0.01% of shares outstanding; change 0.00)
Holder of OPK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2228511 (value 2718783; 0.00% of shares outstanding; change -0.01)
Holder of OPK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9433793 (value 11509227; 0.01% of shares outstanding; change 0.00)
Holder of OPK: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 2882600 (value 4208596; 0.00% of shares outstanding; change -0.02)
Holder of OPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 10126999 (value 14785418; 0.01% of shares outstanding; change 0.02)
Holder of OPK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 3508735 (value 5122753; 0.00% of shares outstanding; change 0.00)
Holder of OPK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2394662 (value 3532126; 0.00% of shares outstanding; change 0.00)
Holder of OPK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3992085 (value 4870343; 0.01% of shares outstanding; change 0.00)
Holder of OPK: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 2840656 (value 4189967; 0.00% of shares outstanding; change -0.01)
Holder of OPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 9730884 (value 14353054; 0.01% of shares outstanding; change -0.04)
Holder of OPK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 3468685 (value 5116310; 0.00% of shares outstanding; change -0.01)
Holder of OPK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2262105 (value 2759768; 0.00% of shares outstanding; change -0.06)
Holder of OPK: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 2890380 (value 3526263; 0.00% of shares outstanding; change 0.02)
Holder of OPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 9823369 (value 11984510; 0.01% of shares outstanding; change 0.01)
Holder of OPK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 3498055 (value 4267627; 0.00% of shares outstanding; change 0.01)
Holder of OPLN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1146283 (value 43673380; 0.01% of shares outstanding; change 0.01)
Holder of OPLN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2409989 (value 91820577; 0.02% of shares outstanding; change -0.04)
Holder of OPLN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1554787 (value 59237382; 0.01% of shares outstanding; change -0.04)
Holder of OPLN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3367331 (value 128295305; 0.03% of shares outstanding; change -0.01)
Holder of OPLN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1257166 (value 48677469; 0.01% of shares outstanding; change 0.02)
Holder of OPLN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1027729 (value 39793668; 0.01% of shares outstanding; change 0.01)
Holder of OPLN: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 1804067 (value 69853476; 0.02% of shares outstanding; change -0.10)
Holder of OPLN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1186421 (value 46650073; 0.01% of shares outstanding; change 0.04)
Holder of OPLN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2450760 (value 96363882; 0.02% of shares outstanding; change 0.02)
Holder of OPLN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1560740 (value 61368296; 0.01% of shares outstanding; change 0.00)