speb/financial-data huggingface dataset:
Holder of RAIL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 152103 (value 1155982; 0.01% of shares outstanding; change 0.00)
Holder of RAIL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 380803 (value 2894102; 0.02% of shares outstanding; change 0.00)
Holder of RAIL: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 78429 (value 724683; 0.00% of shares outstanding; change 0.03)
Holder of RAIL: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-01-31: 126197 (value 1176156; 0.01% of shares outstanding; change 0.42)
Holder of RAIL: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 150000 (value 1259999; 0.01% of shares outstanding; change 0.00)
Holder of RAIL: ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund
Shares held as of 2026-03-31: 62812 (value 527620; 0.00% of shares outstanding; change -0.48)
Holder of RAIL: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 60000 (value 503999; 0.00% of shares outstanding; change 1.00)
Holder of RAIL: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 42500 (value 356999; 0.00% of shares outstanding; change 0.00)
Holder of RAIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 71413 (value 541310; 0.00% of shares outstanding; change -0.06)
Holder of RAIL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 155815 (value 1308845; 0.01% of shares outstanding; change 0.02)
Holder of RAIL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 398314 (value 3345837; 0.02% of shares outstanding; change 0.05)
Holder of RAIL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 35834 (value 271621; 0.00% of shares outstanding; change -0.06)
Holder of RAIL: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 81965 (value 688505; 0.00% of shares outstanding; change 0.05)
Holder of RAIL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 45135 (value 379133; 0.00% of shares outstanding; change 2.13)
Holder of RAIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 71153 (value 657453; 0.00% of shares outstanding; change 0.00)
Holder of RAIL: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-04-30: 36480 (value 306431; 0.00% of shares outstanding; change -0.71)
Holder of RAIL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 36070 (value 333286; 0.00% of shares outstanding; change 0.01)
Holder of RAIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 71153 (value 597685; 0.00% of shares outstanding; change 0.00)
Holder of RAIL3.SA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 16578975 (value 211050344; 0.01% of shares outstanding; change 0.02)
Holder of RAIL3.SA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 17689133 (value 225182654; 0.01% of shares outstanding; change 0.00)
Holder of RAIL3.SA: AMERICAN FUNDS INSURANCE SERIES-International Fund
Shares held as of 2026-03-31: 4938039 (value 70910238; 0.00% of shares outstanding; change -0.49)
Holder of RAIL3.SA: AMERICAN FUNDS INSURANCE SERIES-New World Fund
Shares held as of 2026-03-31: 5874027 (value 84351025; 0.00% of shares outstanding; change 0.00)
Holder of RAIL3.SA: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 22542279 (value 323707118; 0.01% of shares outstanding; change -0.50)
Holder of RAIL3.SA: New World Fund Inc
Shares held as of 2026-03-31: 112100223 (value 1427035787; 0.06% of shares outstanding; change 0.00)
Holder of RAIL3.SA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 50786647 (value 729296233; 0.03% of shares outstanding; change 0.00)
Holder of RAIL3.SA: abrdn Global Infrastructure Income Fund
Shares held as of 2026-03-31: 4788200 (value 68758550; 0.00% of shares outstanding; change 0.00)
Holder of RAIL3.SA: New World Fund Inc
Shares held as of 2026-04-30: 109277435 (value 1569223929; 0.06% of shares outstanding; change -0.03)
Holder of RAIL3.SA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 16821695 (value 241559534; 0.01% of shares outstanding; change 0.01)
Holder of RAIL3.SA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 17689133 (value 254015943; 0.01% of shares outstanding; change 0.00)
Holder of RAIL3.SA: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 14347594 (value 182644865; 0.01% of shares outstanding; change 0.00)
Holder of RAIL3.SA: iShares, Inc.-iShares MSCI Brazil ETF
Shares held as of 2026-04-30: 29919546 (value 380875806; 0.02% of shares outstanding; change 0.15)
Holder of RAIL3.SA: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 14072546 (value 202081755; 0.01% of shares outstanding; change -0.02)
Holder of RAIL3.SA: iShares, Inc.-iShares MSCI Brazil ETF
Shares held as of 2026-05-31: 29107892 (value 417989319; 0.02% of shares outstanding; change -0.03)
Holder of RAIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 27943 (value 63430; 0.00% of shares outstanding; change 2.21)
Holder of RAIN: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 406 (value 592; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 17419 (value 38321; 0.00% of shares outstanding; change 0.29)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3683 (value 8102; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3363 (value 7398; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 27943 (value 40796; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11700 (value 17082; 0.00% of shares outstanding; change 1.00)
Holder of RAIN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 4231 (value 9308; 0.00% of shares outstanding; change -0.01)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 17356 (value 31935; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3683 (value 6776; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3363 (value 6187; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 4259 (value 7836; 0.00% of shares outstanding; change 0.01)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 17356 (value 25339; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3683 (value 5377; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3363 (value 4909; 0.00% of shares outstanding; change 0.00)
Holder of RAIN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 4203 (value 6136; 0.00% of shares outstanding; change -0.01)
Holder of RAL: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 7893376 (value 488363164; 0.07% of shares outstanding; change 0.15)
Holder of RAL: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 1360776 (value 84191209; 0.01% of shares outstanding; change 0.00)
Holder of RAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1216844 (value 75286136; 0.01% of shares outstanding; change 0.01)
Holder of RAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2560293 (value 158405325; 0.02% of shares outstanding; change -0.04)
Holder of RAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1650510 (value 102117051; 0.01% of shares outstanding; change -0.03)
Holder of RAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3555049 (value 219950877; 0.03% of shares outstanding; change 0.00)
Holder of RAL: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2829506 (value 196452602; 0.03% of shares outstanding; change 0.03)
Holder of RAL: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 9146776 (value 635060660; 0.08% of shares outstanding; change 0.16)
Holder of RAL: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1652364 (value 114723633; 0.01% of shares outstanding; change 0.00)
Holder of RAL: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 1565000 (value 108657950; 0.01% of shares outstanding; change 0.16)
Holder of RAL: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1099476 (value 76336619; 0.01% of shares outstanding; change -0.19)
Holder of RAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1257841 (value 87331901; 0.01% of shares outstanding; change 0.03)
Holder of RAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2576943 (value 178917153; 0.02% of shares outstanding; change 0.01)
Holder of RAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1640946 (value 113930881; 0.01% of shares outstanding; change -0.01)
Holder of RAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3589755 (value 249236690; 0.03% of shares outstanding; change 0.01)
Holder of RAL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6874110 (value 468676821; 0.06% of shares outstanding; change 0.01)
Holder of RAL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6843946 (value 475175172; 0.06% of shares outstanding; change 0.00)
Holder of RAMP: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com
Shares held as of 2025-12-31: 1068160 (value 40120091; 0.02% of shares outstanding; change 0.06)
Holder of RAMP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 772948 (value 29031927; 0.01% of shares outstanding; change -0.06)
Holder of RAMP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1369182 (value 51426477; 0.02% of shares outstanding; change -0.07)
Holder of RAMP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1939112 (value 72833049; 0.03% of shares outstanding; change -0.01)
Holder of RAMP: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 693586 (value 26175936; 0.01% of shares outstanding; change -0.25)
Holder of RAMP: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1646671 (value 62030093; 0.03% of shares outstanding; change 0.03)
Holder of RAMP: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1798555 (value 67301924; 0.03% of shares outstanding; change 0.00)
Holder of RAMP: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com
Shares held as of 2026-03-31: 1458824 (value 54953897; 0.02% of shares outstanding; change 0.37)
Holder of RAMP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 702980 (value 26481255; 0.01% of shares outstanding; change 0.03)
Holder of RAMP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 771496 (value 29062252; 0.01% of shares outstanding; change 0.00)
Holder of RAMP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1381789 (value 52051989; 0.02% of shares outstanding; change 0.01)
Holder of RAMP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1856260 (value 69925310; 0.03% of shares outstanding; change -0.04)
Holder of RAMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1538111 (value 57771451; 0.03% of shares outstanding; change -0.02)
Holder of RAMP: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1798555 (value 67751563; 0.03% of shares outstanding; change 0.00)
Holder of RAMP: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 733336 (value 27441431; 0.01% of shares outstanding; change 0.04)
Holder of RAMP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 618350 (value 23293243; 0.01% of shares outstanding; change -0.02)
Holder of RAMP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3848955 (value 145259568; 0.06% of shares outstanding; change 0.02)
Holder of RAMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1477956 (value 55778061; 0.02% of shares outstanding; change -0.04)
Holder of RAMP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3826101 (value 144129217; 0.06% of shares outstanding; change -0.01)
Holder of RAMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1500437 (value 56521459; 0.02% of shares outstanding; change 0.02)
Holder of RAND: Royce Global Financial Services Fund
Shares held as of 2024-06-30: 5000 (value 50749; 0.00% of shares outstanding; change 0.00)
Holder of RAND.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1017398 (value 27368005; 0.01% of shares outstanding; change 0.02)
Holder of RAND.AS: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 539495 (value 14280432; 0.00% of shares outstanding; change 0.00)
Holder of RAND.AS: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 1270820 (value 33638604; 0.01% of shares outstanding; change 0.05)
Holder of RAND.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1594107 (value 42196011; 0.01% of shares outstanding; change 0.01)
Holder of RAND.AS: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 797301 (value 21104556; 0.00% of shares outstanding; change -0.03)
Holder of RAND.AS: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 1413113 (value 40400900; 0.01% of shares outstanding; change 0.00)
Holder of RAND.AS: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 610554 (value 17455738; 0.00% of shares outstanding; change -0.81)
Holder of RAND.AS: VANGUARD HORIZON FUNDS-Vanguard Global Equity Fund
Shares held as of 2026-03-31: 933998 (value 26703002; 0.01% of shares outstanding; change 0.00)
Holder of RAND.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1049886 (value 30016240; 0.01% of shares outstanding; change 0.03)
Holder of RAND.AS: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 1406076 (value 40199713; 0.01% of shares outstanding; change 0.11)
Holder of RAND.AS: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 646491 (value 18483177; 0.00% of shares outstanding; change 0.00)
Holder of RAND.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1584909 (value 45312548; 0.01% of shares outstanding; change -0.01)
Holder of RAND.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 778278 (value 20601018; 0.00% of shares outstanding; change 0.03)
Holder of RAND.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 396630 (value 11339651; 0.00% of shares outstanding; change 0.01)
Holder of RAND.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 784568 (value 22430799; 0.00% of shares outstanding; change 0.01)
Holder of RAND.AS: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 386369 (value 11046289; 0.00% of shares outstanding; change 1.00)
Holder of RANG: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 35536 (value 377036; 0.00% of shares outstanding; change 0.00)
Holder of RANG: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 644211 (value 6835078; 0.04% of shares outstanding; change 0.00)
Holder of RANG: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 88836 (value 942549; 0.01% of shares outstanding; change 1.00)
Holder of RANG: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 100000 (value 1060999; 0.01% of shares outstanding; change -0.43)
Holder of RANG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2691 (value 28551; 0.00% of shares outstanding; change 0.00)
Holder of RANG: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 35536 (value 379879; 0.00% of shares outstanding; change 0.00)
Holder of RANG: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 644211 (value 6886615; 0.04% of shares outstanding; change 0.00)
Holder of RANG: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 101200 (value 1081827; 0.01% of shares outstanding; change 0.00)
Holder of RANG: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 88836 (value 949656; 0.01% of shares outstanding; change 0.00)
Holder of RANG: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 100000 (value 1068999; 0.01% of shares outstanding; change 0.00)
Holder of RANG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2691 (value 28578; 0.00% of shares outstanding; change 0.00)
Holder of RANG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2691 (value 28766; 0.00% of shares outstanding; change 0.00)
Holder of RANI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 837970 (value 796741; 0.01% of shares outstanding; change 3.64)
Holder of RANI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3703205 (value 3521007; 0.04% of shares outstanding; change 6.30)
Holder of RANI: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 31501 (value 29951; 0.00% of shares outstanding; change 1.00)
Holder of RANI: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 49891 (value 47436; 0.00% of shares outstanding; change 1.00)
Holder of RANI: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 114500 (value 97428; 0.00% of shares outstanding; change 0.00)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 426614 (value 353876; 0.00% of shares outstanding; change 0.06)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 49504 (value 41063; 0.00% of shares outstanding; change 0.00)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 115378 (value 95706; 0.00% of shares outstanding; change 0.03)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 138177 (value 114617; 0.00% of shares outstanding; change 0.00)
Holder of RANI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 837970 (value 713028; 0.01% of shares outstanding; change 0.00)
Holder of RANI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3703205 (value 3151057; 0.04% of shares outstanding; change 0.00)
Holder of RANI: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 31501 (value 26804; 0.00% of shares outstanding; change 0.00)
Holder of RANI: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 49891 (value 42452; 0.00% of shares outstanding; change 0.00)
Holder of RANI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 203037 (value 168419; 0.00% of shares outstanding; change 0.05)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 425062 (value 328955; 0.00% of shares outstanding; change 0.00)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 61920 (value 47919; 0.00% of shares outstanding; change 0.25)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 115378 (value 89291; 0.00% of shares outstanding; change 0.00)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 138177 (value 106935; 0.00% of shares outstanding; change 0.00)
Holder of RANI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 204373 (value 158164; 0.00% of shares outstanding; change 0.01)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 402359 (value 342367; 0.00% of shares outstanding; change -0.05)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 61920 (value 52687; 0.00% of shares outstanding; change 0.00)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 115378 (value 98175; 0.00% of shares outstanding; change 0.00)
Holder of RANI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 138177 (value 117574; 0.00% of shares outstanding; change 0.00)
Holder of RANI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 201701 (value 171627; 0.00% of shares outstanding; change -0.01)
Holder of RAPP: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 643434 (value 23227966; 0.01% of shares outstanding; change -0.23)
Holder of RAPP: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 364850 (value 13171084; 0.01% of shares outstanding; change -0.13)
Holder of RAPP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 973330 (value 38446535; 0.02% of shares outstanding; change 0.03)
Holder of RAPP: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-03-31: 313504 (value 12383408; 0.01% of shares outstanding; change -0.03)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 2229068 (value 80469351; 0.05% of shares outstanding; change 0.12)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 687264 (value 24810229; 0.01% of shares outstanding; change 0.09)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 586406 (value 21169255; 0.01% of shares outstanding; change 0.11)
Holder of RAPP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 471773 (value 17031004; 0.01% of shares outstanding; change 0.00)
Holder of RAPP: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3634580 (value 147854715; 0.08% of shares outstanding; change 0.16)
Holder of RAPP: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 601105 (value 24452951; 0.01% of shares outstanding; change -0.07)
Holder of RAPP: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 364351 (value 14821798; 0.01% of shares outstanding; change 0.00)
Holder of RAPP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 319366 (value 12991808; 0.01% of shares outstanding; change 0.03)
Holder of RAPP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 973330 (value 39595064; 0.02% of shares outstanding; change 0.00)
Holder of RAPP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 716935 (value 28318932; 0.02% of shares outstanding; change 0.04)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 2229068 (value 83233399; 0.05% of shares outstanding; change 0.00)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 685062 (value 25580215; 0.01% of shares outstanding; change 0.00)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 586406 (value 21896400; 0.01% of shares outstanding; change 0.00)
Holder of RAPP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 428273 (value 15991713; 0.01% of shares outstanding; change -0.09)
Holder of RAPP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 696259 (value 25998311; 0.01% of shares outstanding; change -0.03)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 2251968 (value 91610058; 0.05% of shares outstanding; change 0.01)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 687115 (value 27951838; 0.01% of shares outstanding; change 0.00)
Holder of RAPP: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 592106 (value 24086872; 0.01% of shares outstanding; change 0.01)
Holder of RAPP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 428273 (value 17422145; 0.01% of shares outstanding; change 0.00)
Holder of RAPP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 702884 (value 28593321; 0.01% of shares outstanding; change 0.01)
Holder of RARE: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2025-12-31: 1590149 (value 38068167; 0.02% of shares outstanding; change -0.02)
Holder of RARE: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 782649 (value 18736617; 0.01% of shares outstanding; change 0.00)
Holder of RARE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1045460 (value 25028312; 0.01% of shares outstanding; change 0.02)
Holder of RARE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1171578 (value 28047577; 0.01% of shares outstanding; change -0.03)
Holder of RARE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2078427 (value 49757543; 0.02% of shares outstanding; change -0.04)
Holder of RARE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2890402 (value 69196225; 0.03% of shares outstanding; change 0.02)
Holder of RARE: abrdn Healthcare Investors
Shares held as of 2025-12-31: 934901 (value 22381530; 0.01% of shares outstanding; change 0.50)
Holder of RARE: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1721177 (value 49320328; 0.02% of shares outstanding; change 0.12)
Holder of RARE: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 811441 (value 21827762; 0.01% of shares outstanding; change 1.00)
Holder of RARE: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Sands C
Shares held as of 2026-03-31: 650491 (value 17498207; 0.01% of shares outstanding; change -0.05)
Holder of RARE: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 782649 (value 21053257; 0.01% of shares outstanding; change 0.00)
Holder of RARE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1079869 (value 29048475; 0.01% of shares outstanding; change 0.03)
Holder of RARE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1189629 (value 32001019; 0.01% of shares outstanding; change 0.02)
Holder of RARE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2114864 (value 56889840; 0.02% of shares outstanding; change 0.02)
Holder of RARE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2935570 (value 78966831; 0.03% of shares outstanding; change 0.02)
Holder of RARE: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 3474048 (value 95327878; 0.04% of shares outstanding; change 0.12)
Holder of RARE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1906644 (value 51288722; 0.02% of shares outstanding; change 0.11)
Holder of RARE: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 676314 (value 19379778; 0.01% of shares outstanding; change -0.01)
Holder of RARE: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 3439894 (value 116337214; 0.03% of shares outstanding; change -0.01)
Holder of RARE: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 672946 (value 18102247; 0.01% of shares outstanding; change -0.01)
Holder of RARE: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 3653348 (value 98275059; 0.04% of shares outstanding; change 0.06)
Holder of RAVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 121117 (value 368195; 0.01% of shares outstanding; change 0.00)
Holder of RAVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 92330 (value 280683; 0.01% of shares outstanding; change 0.00)
Holder of RAVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 23757 (value 78160; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 2684 (value 8830; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 10012 (value 32939; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36283 (value 104132; 0.00% of shares outstanding; change -0.39)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4962 (value 14240; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 16394 (value 47050; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 25594 (value 73454; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 121117 (value 379096; 0.01% of shares outstanding; change 0.00)
Holder of RAVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 102330 (value 320292; 0.01% of shares outstanding; change 0.11)
Holder of RAVE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 28211 (value 80965; 0.00% of shares outstanding; change -0.01)
Holder of RAVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 2987 (value 9349; 0.00% of shares outstanding; change 1.00)
Holder of RAVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 23757 (value 74359; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36151 (value 118936; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4962 (value 16324; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 16394 (value 53936; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 25594 (value 84204; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 10012 (value 31337; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 30827 (value 101420; 0.00% of shares outstanding; change 0.09)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 36151 (value 113152; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4962 (value 15531; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 16394 (value 51313; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 25594 (value 80109; 0.00% of shares outstanding; change 0.00)
Holder of RAVE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 30425 (value 95230; 0.00% of shares outstanding; change -0.01)
Holder of RAW.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1201055 (value 57770743; 0.00% of shares outstanding; change 0.02)
Holder of RAW.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 367971 (value 17699404; 0.00% of shares outstanding; change 0.00)
Holder of RAW.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 317186 (value 15256646; 0.00% of shares outstanding; change 0.01)
Holder of RAW.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 282912 (value 13608066; 0.00% of shares outstanding; change 0.02)
Holder of RAW.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1858733 (value 89405054; 0.01% of shares outstanding; change 0.01)
Holder of RAW.DE: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 263236 (value 12661651; 0.00% of shares outstanding; change 0.01)
Holder of RAW.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 484144 (value 23287325; 0.00% of shares outstanding; change 0.01)
Holder of RAW.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 346670 (value 16674826; 0.00% of shares outstanding; change 0.00)
Holder of RAW.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1235324 (value 69981106; 0.00% of shares outstanding; change 0.03)
Holder of RAW.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 367971 (value 20845557; 0.00% of shares outstanding; change 0.00)
Holder of RAW.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 309659 (value 17542182; 0.00% of shares outstanding; change -0.02)
Holder of RAW.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 294050 (value 16657932; 0.00% of shares outstanding; change 0.04)
Holder of RAW.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1859901 (value 105363394; 0.01% of shares outstanding; change 0.00)
Holder of RAW.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 946475 (value 45525446; 0.00% of shares outstanding; change 0.00)
Holder of RAW.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 456985 (value 21980977; 0.00% of shares outstanding; change 0.00)
Holder of RAW.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 495290 (value 28058179; 0.00% of shares outstanding; change 0.01)
Holder of RAW.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 357388 (value 20246030; 0.00% of shares outstanding; change 0.00)
Holder of RAW.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 953370 (value 54008411; 0.00% of shares outstanding; change 0.01)
Holder of RAW.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 466892 (value 26449432; 0.00% of shares outstanding; change 0.02)
Holder of RAW.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 322910 (value 18292851; 0.00% of shares outstanding; change 0.43)
Holder of RAX.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 12137746 (value 419844635; 0.05% of shares outstanding; change 0.00)
Holder of RAX.DE: T. Rowe Price Value Fund, Inc.
Shares held as of 2026-03-31: 8986565 (value 310845284; 0.04% of shares outstanding; change -0.05)
Holder of RAX.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2644930 (value 91488129; 0.01% of shares outstanding; change 0.04)
Holder of RAX.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5427170 (value 187725811; 0.02% of shares outstanding; change 0.01)
Holder of RAX.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3456112 (value 119546914; 0.01% of shares outstanding; change 0.00)
Holder of RAX.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7467001 (value 258283565; 0.03% of shares outstanding; change 0.00)
Holder of RAX.DE: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2832690 (value 90221177; 0.01% of shares outstanding; change 0.65)
Holder of RAX.DE: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2832690 (value 97982747; 0.01% of shares outstanding; change 0.65)
Holder of RAX.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2705497 (value 93583141; 0.01% of shares outstanding; change -0.10)
Holder of RAX.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 4754613 (value 164462064; 0.02% of shares outstanding; change 0.00)
Holder of RAX.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 8037911 (value 278031342; 0.03% of shares outstanding; change 0.00)
Holder of RAY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 389 (value 1194; 0.00% of shares outstanding; change 0.00)
Holder of RAY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 389 (value 1100; 0.00% of shares outstanding; change 0.00)
Holder of RAY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 389 (value 1240; 0.00% of shares outstanding; change 0.00)
Holder of RAYA: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 4 (value 10; 0.00% of shares outstanding; change 1.00)
Holder of RAYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11 (value 41; 0.00% of shares outstanding; change 0.00)
Holder of RAYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11 (value 32; 0.00% of shares outstanding; change 0.00)
Holder of RAYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11 (value 29; 0.00% of shares outstanding; change 0.00)
Holder of RBA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2000827 (value 212787948; 0.01% of shares outstanding; change 0.01)
Holder of RBA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2377439 (value 252840634; 0.01% of shares outstanding; change -0.03)
Holder of RBA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4213652 (value 448121883; 0.02% of shares outstanding; change -0.04)
Holder of RBA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5851358 (value 622291914; 0.03% of shares outstanding; change 0.00)
Holder of RBA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1751012 (value 182963240; 0.01% of shares outstanding; change 0.02)
Holder of RBA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2714960 (value 300193126; 0.01% of shares outstanding; change 0.01)
Holder of RBA: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 4025214 (value 449173615; 0.02% of shares outstanding; change 0.02)
Holder of RBA: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 2681209 (value 299196102; 0.01% of shares outstanding; change 0.00)
Holder of RBA: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 1545895 (value 164405930; 0.01% of shares outstanding; change -0.08)
Holder of RBA: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1747800 (value 195036995; 0.01% of shares outstanding; change 0.54)
Holder of RBA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2072749 (value 231298053; 0.01% of shares outstanding; change 0.04)
Holder of RBA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2398039 (value 267597163; 0.01% of shares outstanding; change 0.01)
Holder of RBA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4286579 (value 478339334; 0.02% of shares outstanding; change 0.02)
Holder of RBA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5915359 (value 660094889; 0.03% of shares outstanding; change 0.01)
Holder of RBA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1790993 (value 199856902; 0.01% of shares outstanding; change 0.02)
Holder of RBA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2711675 (value 302595803; 0.01% of shares outstanding; change 0.00)
Holder of RBA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 6272293 (value 693527435; 0.03% of shares outstanding; change 0.02)
Holder of RBA: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 2681209 (value 296461278; 0.01% of shares outstanding; change 0.00)
Holder of RBA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 6299514 (value 702962744; 0.03% of shares outstanding; change 0.00)
Holder of RBA.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1751012 (value 255017386; 0.01% of shares outstanding; change 0.02)
Holder of RBA.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2714960 (value 424918374; 0.01% of shares outstanding; change 0.01)
Holder of RBA.TO: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 4025214 (value 633729701; 0.02% of shares outstanding; change 0.02)
Holder of RBA.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 2681209 (value 422129551; 0.01% of shares outstanding; change 0.00)
Holder of RBA.TO: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1747800 (value 275173636; 0.01% of shares outstanding; change 0.54)
Holder of RBA.TO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2072749 (value 326333607; 0.01% of shares outstanding; change 0.04)
Holder of RBA.TO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2398039 (value 377547266; 0.01% of shares outstanding; change 0.01)
Holder of RBA.TO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4286579 (value 674879008; 0.02% of shares outstanding; change 0.02)
Holder of RBA.TO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5915359 (value 931314135; 0.03% of shares outstanding; change 0.01)
Holder of RBA.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1790993 (value 281973942; 0.01% of shares outstanding; change 0.02)
Holder of RBA.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2711675 (value 426926118; 0.01% of shares outstanding; change 0.00)
Holder of RBA.TO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 6272293 (value 981676542; 0.03% of shares outstanding; change 0.02)
Holder of RBA.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 2681209 (value 419636005; 0.01% of shares outstanding; change 0.00)
Holder of RBA.TO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 6299514 (value 991795499; 0.03% of shares outstanding; change 0.00)
Holder of RBB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 82134 (value 1971216; 0.00% of shares outstanding; change 0.11)
Holder of RBB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 135547 (value 3242284; 0.01% of shares outstanding; change -0.12)
Holder of RBB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 506796 (value 12122560; 0.03% of shares outstanding; change 0.00)
Holder of RBB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 136848 (value 3516309; 0.01% of shares outstanding; change 0.00)
Holder of RBB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 119621 (value 3073661; 0.01% of shares outstanding; change -0.06)
Holder of RBB: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 101695 (value 2613052; 0.01% of shares outstanding; change 0.00)
Holder of RBB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 159740 (value 4104519; 0.01% of shares outstanding; change 0.02)
Holder of RBB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 90040 (value 2366251; 0.01% of shares outstanding; change 0.10)
Holder of RBB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 135547 (value 3562175; 0.01% of shares outstanding; change 0.00)
Holder of RBB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 506796 (value 13318599; 0.03% of shares outstanding; change 0.00)
Holder of RBB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 430780 (value 10304257; 0.03% of shares outstanding; change -0.03)
Holder of RBB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 142303 (value 3403887; 0.01% of shares outstanding; change 0.00)