speb/financial-data huggingface dataset:
Holder of TALO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 1215181 (value 18142652; 0.01% of shares outstanding; change 0.04)
Holder of TALO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1253835 (value 18719756; 0.01% of shares outstanding; change -0.02)
Holder of TALO: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 3405499 (value 51031401; 0.02% of shares outstanding; change 0.03)
Holder of TALO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7670354 (value 105620778; 0.05% of shares outstanding; change 0.02)
Holder of TALO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3015911 (value 42011641; 0.02% of shares outstanding; change -0.04)
Holder of TALO: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1172159 (value 16140629; 0.01% of shares outstanding; change -0.05)
Holder of TALO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 4950204 (value 68956343; 0.03% of shares outstanding; change 0.01)
Holder of TALO: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 3588444 (value 48443994; 0.02% of shares outstanding; change 0.05)
Holder of TALO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7624289 (value 113830637; 0.05% of shares outstanding; change -0.01)
Holder of TALO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3044584 (value 45455640; 0.02% of shares outstanding; change 0.01)
Holder of TALO: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1207138 (value 18022570; 0.01% of shares outstanding; change 0.03)
Holder of TALO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 5119674 (value 76436734; 0.03% of shares outstanding; change 0.03)
Holder of TALO: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 3420815 (value 51072768; 0.02% of shares outstanding; change -0.05)
Holder of TANH: Blackstone Alternative Multi-Strategy Fund
Shares held as of 2024-03-31: 38 (value 15; 0.00% of shares outstanding; change 0.00)
Holder of TAOP: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2025-02-28: 28396 (value 23191; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 38401 (value 161284; 0.01% of shares outstanding; change 1.48)
Holder of TAOX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 1977 (value 7048; 0.00% of shares outstanding; change 1.00)
Holder of TAOX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 4773 (value 17015; 0.00% of shares outstanding; change 1.00)
Holder of TAOX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 1856 (value 6616; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 11119 (value 39639; 0.00% of shares outstanding; change 1.00)
Holder of TAOX: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 1242 (value 4427; 0.00% of shares outstanding; change 1.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 46482 (value 179885; 0.01% of shares outstanding; change 0.82)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7014 (value 27144; 0.00% of shares outstanding; change 1.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9860 (value 38158; 0.00% of shares outstanding; change 0.45)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 12242 (value 47376; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: STATE STREET Inst. INVESTMENT TRT-State Street Balncd Index Fd.
Shares held as of 2026-03-31: 398 (value 1309; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 79369 (value 261124; 0.01% of shares outstanding; change 1.07)
Holder of TAOX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 800 (value 2631; 0.00% of shares outstanding; change 1.00)
Holder of TAOX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 11119 (value 36581; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 46313 (value 165105; 0.01% of shares outstanding; change 0.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7014 (value 25004; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9860 (value 35150; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 12242 (value 43642; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 36368 (value 119650; 0.00% of shares outstanding; change -0.21)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7014 (value 23076; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9860 (value 32439; 0.00% of shares outstanding; change 0.00)
Holder of TAOX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 12242 (value 40276; 0.00% of shares outstanding; change 0.00)
Holder of TAP: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 13942525 (value 551147996; 0.08% of shares outstanding; change 0.00)
Holder of TAP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4267064 (value 168677034; 0.02% of shares outstanding; change 0.02)
Holder of TAP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3783434 (value 149559141; 0.02% of shares outstanding; change -0.04)
Holder of TAP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2440040 (value 96454778; 0.01% of shares outstanding; change -0.04)
Holder of TAP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5229519 (value 206722879; 0.03% of shares outstanding; change 0.00)
Holder of TAP: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 13942525 (value 570946409; 0.08% of shares outstanding; change 0.00)
Holder of TAP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2162152 (value 85469865; 0.01% of shares outstanding; change 0.00)
Holder of TAP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4301303 (value 176138361; 0.02% of shares outstanding; change 0.01)
Holder of TAP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3643902 (value 149217789; 0.02% of shares outstanding; change -0.04)
Holder of TAP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2320394 (value 95020136; 0.01% of shares outstanding; change -0.05)
Holder of TAP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5041510 (value 206449838; 0.03% of shares outstanding; change -0.04)
Holder of TAP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2109232 (value 86373052; 0.01% of shares outstanding; change 0.30)
Holder of TAP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2169606 (value 86447953; 0.01% of shares outstanding; change 0.00)
Holder of TAP: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 3751818 (value 147671558; 0.02% of shares outstanding; change -0.03)
Holder of TAP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1998601 (value 78664936; 0.01% of shares outstanding; change 0.03)
Holder of TAP: SPDR SERIES TRT-State Street SPDR PORT. S&P 500 High Dividend ETF
Shares held as of 2026-04-30: 1752795 (value 68990012; 0.01% of shares outstanding; change 0.02)
Holder of TAP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2192938 (value 87377617; 0.01% of shares outstanding; change 0.00)
Holder of TAP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2166617 (value 88722967; 0.01% of shares outstanding; change 0.00)
Holder of TAP: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 3734750 (value 152863318; 0.02% of shares outstanding; change 0.00)
Holder of TAP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2018299 (value 79056768; 0.01% of shares outstanding; change 0.01)
Holder of TAP: SPDR SERIES TRT-State Street SPDR PORT. S&P 500 High Dividend ETF
Shares held as of 2026-05-31: 1706880 (value 68010635; 0.01% of shares outstanding; change -0.03)
Holder of TAP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2233726 (value 91471081; 0.01% of shares outstanding; change 0.02)
Holder of TAP: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 4450429 (value 182245070; 0.03% of shares outstanding; change 0.19)
Holder of TAP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1938994 (value 79401805; 0.01% of shares outstanding; change -0.04)
Holder of TAP.A: RBC Fds Tr-RBC Micro Cap Value Fd
Shares held as of 2022-12-31: 1300 (value 51362; 0.00% of shares outstanding; change 1.00)
Holder of TARA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 360568 (value 1676641; 0.01% of shares outstanding; change -0.01)
Holder of TARA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1541579 (value 7168342; 0.03% of shares outstanding; change 0.45)
Holder of TARA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 112974 (value 458674; 0.00% of shares outstanding; change 3.15)
Holder of TARA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 346174 (value 1405466; 0.01% of shares outstanding; change 0.01)
Holder of TARA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 175279 (value 704621; 0.00% of shares outstanding; change 0.11)
Holder of TARA: VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF
Shares held as of 2026-02-28: 118263 (value 480147; 0.00% of shares outstanding; change 1.00)
Holder of TARA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 253556 (value 1035776; 0.00% of shares outstanding; change 0.38)
Holder of TARA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 522150 (value 2099042; 0.01% of shares outstanding; change 0.45)
Holder of TARA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1541579 (value 6197147; 0.03% of shares outstanding; change 0.00)
Holder of TARA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 129437 (value 528750; 0.00% of shares outstanding; change 0.38)
Holder of TARA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1222176 (value 5683118; 0.02% of shares outstanding; change 0.43)
Holder of TARA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 435676 (value 2025893; 0.01% of shares outstanding; change 0.47)
Holder of TARA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 147874 (value 594453; 0.00% of shares outstanding; change 0.31)
Holder of TARA: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 179929 (value 723314; 0.00% of shares outstanding; change 4.58)
Holder of TARA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 252633 (value 1025689; 0.00% of shares outstanding; change 0.00)
Holder of TARA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 507967 (value 2042027; 0.01% of shares outstanding; change 0.47)
Holder of TARA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 132945 (value 539756; 0.00% of shares outstanding; change 0.03)
Holder of TARA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1174279 (value 4767572; 0.02% of shares outstanding; change -0.04)
Holder of TARA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 430696 (value 1748625; 0.01% of shares outstanding; change -0.01)
Holder of TARA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 241686 (value 971577; 0.00% of shares outstanding; change -0.04)
Holder of TARA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 131207 (value 527452; 0.00% of shares outstanding; change -0.01)
Holder of TARA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1232643 (value 4955224; 0.02% of shares outstanding; change 0.05)
Holder of TARA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 434348 (value 1746078; 0.01% of shares outstanding; change 0.01)
Holder of TARS: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 374184 (value 22368719; 0.01% of shares outstanding; change 0.16)
Holder of TARS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 420849 (value 24998431; 0.01% of shares outstanding; change 0.02)
Holder of TARS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1291526 (value 76716646; 0.03% of shares outstanding; change 0.08)
Holder of TARS: LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth 
Shares held as of 2026-01-31: 420038 (value 27413779; 0.01% of shares outstanding; change -0.11)
Holder of TARS: Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund
Shares held as of 2026-01-31: 277389 (value 18103792; 0.01% of shares outstanding; change -0.02)
Holder of TARS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 383314 (value 25016987; 0.01% of shares outstanding; change 0.01)
Holder of TARS: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 296425 (value 17388290; 0.01% of shares outstanding; change 0.08)
Holder of TARS: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 434746 (value 25502200; 0.01% of shares outstanding; change -0.15)
Holder of TARS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 435258 (value 25532234; 0.01% of shares outstanding; change 0.03)
Holder of TARS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1282126 (value 75209510; 0.03% of shares outstanding; change -0.01)
Holder of TARS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 297522 (value 17672807; 0.01% of shares outstanding; change 0.02)
Holder of TARS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 967067 (value 57443781; 0.02% of shares outstanding; change 0.02)
Holder of TARS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 391131 (value 22943744; 0.01% of shares outstanding; change 0.02)
Holder of TARS: LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth 
Shares held as of 2026-04-30: 420038 (value 24639429; 0.01% of shares outstanding; change 0.00)
Holder of TARS: Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund
Shares held as of 2026-04-30: 309489 (value 18154624; 0.01% of shares outstanding; change 0.12)
Holder of TARS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 295776 (value 19303820; 0.01% of shares outstanding; change -0.01)
Holder of TARS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 929158 (value 60641496; 0.02% of shares outstanding; change -0.04)
Holder of TARS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 323584 (value 21118709; 0.01% of shares outstanding; change 0.00)
Holder of TARS: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-05-31: 342930 (value 22381326; 0.01% of shares outstanding; change 0.16)
Holder of TARS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 295987 (value 17362597; 0.01% of shares outstanding; change 0.00)
Holder of TARS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 941947 (value 55254610; 0.02% of shares outstanding; change 0.01)
Holder of TARS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 322658 (value 18927118; 0.01% of shares outstanding; change 0.00)
Holder of TASK: Hussman Investment Trust-Hussman Strategic Market Cycle Fund
Shares held as of 2025-12-31: 200000 (value 1265999; 0.01% of shares outstanding; change 1.00)
Holder of TASK: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 511193 (value 2883128; 0.01% of shares outstanding; change 0.51)
Holder of TASK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 175218 (value 1109129; 0.00% of shares outstanding; change -0.03)
Holder of TASK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 402091 (value 2545235; 0.01% of shares outstanding; change -0.03)
Holder of TASK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 258886 (value 1638748; 0.01% of shares outstanding; change -0.02)
Holder of TASK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 546444 (value 3458990; 0.02% of shares outstanding; change 0.03)
Holder of TASK: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-01-31: 725086 (value 3429656; 0.02% of shares outstanding; change 0.00)
Holder of TASK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 89274 (value 422266; 0.00% of shares outstanding; change 0.14)
Holder of TASK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 96790 (value 457816; 0.00% of shares outstanding; change 0.00)
Holder of TASK: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 83606 (value 395456; 0.00% of shares outstanding; change 0.04)
Holder of TASK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 81152 (value 383848; 0.00% of shares outstanding; change 0.01)
Holder of TASK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 91197 (value 514351; 0.00% of shares outstanding; change 0.04)
Holder of TASK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 191950 (value 1059563; 0.01% of shares outstanding; change 0.10)
Holder of TASK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 406169 (value 2242052; 0.01% of shares outstanding; change 0.01)
Holder of TASK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 259026 (value 1429823; 0.01% of shares outstanding; change 0.00)
Holder of TASK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 546444 (value 3016370; 0.02% of shares outstanding; change 0.00)
Holder of TASK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 102346 (value 564949; 0.00% of shares outstanding; change 0.06)
Holder of TASK: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 115580 (value 638001; 0.00% of shares outstanding; change 1.31)
Holder of TASK: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 90527 (value 499709; 0.00% of shares outstanding; change 0.08)
Holder of TASK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 87101 (value 411987; 0.00% of shares outstanding; change -0.04)
Holder of TASK: abrdn Funds-abrdn Dynamic Dividend Fund
Shares held as of 2026-04-30: 134500 (value 742439; 0.00% of shares outstanding; change 1.00)
Holder of TASK: abrdn Global Dynamic Dividend Fund
Shares held as of 2026-04-30: 428600 (value 2365871; 0.01% of shares outstanding; change 1.00)
Holder of TASK: abrdn Total Dynamic Dividend Fund
Shares held as of 2026-04-30: 310173 (value 1712154; 0.01% of shares outstanding; change 1.00)
Holder of TATT: CALAMOS INVESTMENT TRUST/IL-Calamos Growth Fund
Shares held as of 2026-01-31: 45332 (value 1949729; 0.00% of shares outstanding; change 1.31)
Holder of TATT: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 317787 (value 13668018; 0.02% of shares outstanding; change 0.66)
Holder of TATT: LORD ABBETT SECURITIES TRUST-Lord Abbett Micro-Cap Growth Fund
Shares held as of 2026-01-31: 74497 (value 3204115; 0.01% of shares outstanding; change -0.05)
Holder of TATT: PACE SELECT ADVISORS TRT-PACE Small/Medium Co Growth Eqy. Investments
Shares held as of 2026-01-31: 29431 (value 1265827; 0.00% of shares outstanding; change 0.47)
Holder of TATT: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 37276 (value 1603240; 0.00% of shares outstanding; change 0.72)
Holder of TATT: AMERICAN BEACON FUNDS-American Beacon Stephens Small Cap Growth Fund
Shares held as of 2026-03-31: 51480 (value 2153408; 0.00% of shares outstanding; change 1.00)
Holder of TATT: Buffalo Funds-Buffalo Early Stage Growth Fund
Shares held as of 2026-03-31: 29424 (value 1230805; 0.00% of shares outstanding; change -0.26)
Holder of TATT: Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund
Shares held as of 2026-03-31: 38717 (value 1619532; 0.00% of shares outstanding; change -0.22)
Holder of TATT: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 22945 (value 959789; 0.00% of shares outstanding; change -0.35)
Holder of TATT: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 290609 (value 12156175; 0.02% of shares outstanding; change -0.19)
Holder of TATT: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 133725 (value 5593716; 0.01% of shares outstanding; change -0.32)
Holder of TATT: ADVISORS' INNER CIRCLE III-Knights of Columbus Small Cap Equity Fund
Shares held as of 2026-04-30: 29762 (value 1244944; 0.00% of shares outstanding; change 2.27)
Holder of TATT: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 52284 (value 2264420; 0.00% of shares outstanding; change 0.22)
Holder of TATT: LORD ABBETT SECURITIES TRUST-Lord Abbett Micro-Cap Growth Fund
Shares held as of 2026-04-30: 30164 (value 1261760; 0.00% of shares outstanding; change -0.60)
Holder of TATT: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 52284 (value 2248734; 0.00% of shares outstanding; change 0.00)
Holder of TATT: RBB Fund Trust-Penn Capital Special Situations Small Cap Equity Fund
Shares held as of 2026-05-31: 29200 (value 1221436; 0.00% of shares outstanding; change 0.35)
Holder of TATT: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 52284 (value 2187039; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 26253 (value 278544; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 431985 (value 4592000; 0.03% of shares outstanding; change 0.00)
Holder of TAVI: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 33712 (value 357684; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 8747 (value 92980; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 625033 (value 6631599; 0.04% of shares outstanding; change 0.00)
Holder of TAVI: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 65632 (value 696355; 0.00% of shares outstanding; change 1.00)
Holder of TAVI: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 100000 (value 1063000; 0.01% of shares outstanding; change -0.50)
Holder of TAVI: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 12508 (value 132960; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3737 (value 39649; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 26253 (value 280644; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 431985 (value 4617919; 0.03% of shares outstanding; change 0.00)
Holder of TAVI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 64961 (value 694433; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 33712 (value 360381; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 8747 (value 93505; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 625033 (value 6681602; 0.04% of shares outstanding; change 0.00)
Holder of TAVI: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 65632 (value 701606; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 100000 (value 1068999; 0.01% of shares outstanding; change 0.00)
Holder of TAVI: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 12508 (value 133710; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3737 (value 39649; 0.00% of shares outstanding; change 0.00)
Holder of TAVI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3737 (value 39948; 0.00% of shares outstanding; change 0.00)
Holder of TAYD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 32881 (value 1676931; 0.01% of shares outstanding; change 0.00)
Holder of TAYD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 96078 (value 4899978; 0.03% of shares outstanding; change 0.00)
Holder of TAYD: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 73270 (value 4230976; 0.02% of shares outstanding; change 0.03)
Holder of TAYD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 13663 (value 788969; 0.00% of shares outstanding; change -0.13)
Holder of TAYD: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 9793 (value 565496; 0.00% of shares outstanding; change -0.05)
Holder of TAYD: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 15170 (value 822593; 0.00% of shares outstanding; change -0.03)
Holder of TAYD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 16462 (value 897425; 0.01% of shares outstanding; change 0.02)
Holder of TAYD: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 15332 (value 835823; 0.00% of shares outstanding; change 1.00)
Holder of TAYD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 34341 (value 1862140; 0.01% of shares outstanding; change 0.04)
Holder of TAYD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 96078 (value 5209829; 0.03% of shares outstanding; change 0.00)
Holder of TAYD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 7801 (value 425271; 0.00% of shares outstanding; change -0.05)
Holder of TAYD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 27623 (value 1505867; 0.01% of shares outstanding; change 0.00)
Holder of TAYD: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 89180 (value 4835785; 0.03% of shares outstanding; change 0.22)
Holder of TAYD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 13663 (value 740876; 0.00% of shares outstanding; change 0.00)
Holder of TAYD: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 9782 (value 530428; 0.00% of shares outstanding; change 0.00)
Holder of TAYD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 16402 (value 947133; 0.01% of shares outstanding; change 0.00)
Holder of TAYD: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 15332 (value 885346; 0.00% of shares outstanding; change 0.00)
Holder of TAYD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 7852 (value 453413; 0.00% of shares outstanding; change 0.01)
Holder of TAYD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 27281 (value 1575341; 0.01% of shares outstanding; change -0.01)
Holder of TAYD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16402 (value 889398; 0.01% of shares outstanding; change 0.00)
Holder of TAYD: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 15332 (value 831377; 0.00% of shares outstanding; change 0.00)
Holder of TAYD: Fidelity Salem Street TRT-Fidelity SAI Small-Mid Cap Momentum Index Fd
Shares held as of 2026-05-31: 9992 (value 541816; 0.00% of shares outstanding; change 1.00)
Holder of TAYD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 19457 (value 1055055; 0.01% of shares outstanding; change -0.29)
Holder of TBBB: BLACKROCK EMERGING MARKETS FUND, INC.
Shares held as of 2026-01-31: 390245 (value 14759065; 0.01% of shares outstanding; change -0.08)
Holder of TBBB: BlackRock Emerging Markets Fd., Inc.-Blackrock Emerging Markets Fd. In
Shares held as of 2026-01-31: 390245 (value 16327850; 0.01% of shares outstanding; change -0.08)
Holder of TBBB: Grandeur Peak Global Trust-Grandeur Peak International Stalwarts Fund
Shares held as of 2026-01-31: 577054 (value 24143939; 0.01% of shares outstanding; change -0.23)
Holder of TBBB: Principal Funds, Inc-Global Emerging Markets Fund
Shares held as of 2026-01-31: 403139 (value 16867335; 0.01% of shares outstanding; change 1.00)
Holder of TBBB: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 767003 (value 30848861; 0.01% of shares outstanding; change 0.00)
Holder of TBBB: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-03-31: 2316139 (value 87596376; 0.04% of shares outstanding; change 0.00)
Holder of TBBB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 971121 (value 36727795; 0.02% of shares outstanding; change 0.00)
Holder of TBBB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 273090 (value 10328263; 0.00% of shares outstanding; change -0.01)
Holder of TBBB: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 789595 (value 29862482; 0.01% of shares outstanding; change 0.00)
Holder of TBBB: New World Fund Inc
Shares held as of 2026-03-31: 2390738 (value 100028478; 0.03% of shares outstanding; change 0.00)
Holder of TBBB: SmallCap World Fund Inc
Shares held as of 2026-03-31: 6671623 (value 268332685; 0.09% of shares outstanding; change 0.00)
Holder of TBBB: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 548271 (value 22051460; 0.01% of shares outstanding; change 1.00)
Holder of TBBB: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-04-30: 2316139 (value 96907256; 0.03% of shares outstanding; change 0.00)
Holder of TBBB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 971121 (value 40631702; 0.01% of shares outstanding; change 0.00)
Holder of TBBB: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 826395 (value 34576366; 0.01% of shares outstanding; change 0.05)
Holder of TBBB: Grandeur Peak Global Trust-Grandeur Peak International Stalwarts Fund
Shares held as of 2026-04-30: 527407 (value 21212310; 0.01% of shares outstanding; change -0.09)
Holder of TBBB: New World Fund Inc
Shares held as of 2026-04-30: 2410103 (value 98187600; 0.03% of shares outstanding; change 0.01)
Holder of TBBB: Principal Funds, Inc-Global Emerging Markets Fund
Shares held as of 2026-04-30: 1727102 (value 69464044; 0.02% of shares outstanding; change 3.28)
Holder of TBBB: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-05-31: 2316139 (value 93155113; 0.03% of shares outstanding; change 0.00)
Holder of TBBB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 971121 (value 39058487; 0.01% of shares outstanding; change 0.00)
Holder of TBBB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 271328 (value 10912812; 0.00% of shares outstanding; change 0.00)
Holder of TBBB: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 826395 (value 33237607; 0.01% of shares outstanding; change 0.00)
Holder of TBBB: New World Fund Inc
Shares held as of 2026-06-30: 3701455 (value 148872524; 0.05% of shares outstanding; change 0.54)
Holder of TBBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1310370 (value 72280009; 0.03% of shares outstanding; change -0.06)
Holder of TBBK: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 674518 (value 45179217; 0.02% of shares outstanding; change -0.08)
Holder of TBBK: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 722789 (value 42225332; 0.02% of shares outstanding; change -0.02)
Holder of TBBK: DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund
Shares held as of 2026-03-31: 750000 (value 50235002; 0.02% of shares outstanding; change 0.00)
Holder of TBBK: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 723277 (value 48445095; 0.02% of shares outstanding; change 0.06)
Holder of TBBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1267478 (value 84895680; 0.03% of shares outstanding; change -0.03)
Holder of TBBK: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 640322 (value 35320161; 0.02% of shares outstanding; change 0.00)
Holder of TBBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 987625 (value 54477394; 0.02% of shares outstanding; change 0.00)
Holder of TBBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1306525 (value 70826719; 0.03% of shares outstanding; change 0.03)
Holder of TBBK: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 722789 (value 48412409; 0.02% of shares outstanding; change 0.00)
Holder of TBBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 903489 (value 48978137; 0.02% of shares outstanding; change 0.05)
Holder of TBBK: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 791185 (value 46221026; 0.02% of shares outstanding; change 0.24)
Holder of TBBK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2565163 (value 139057483; 0.06% of shares outstanding; change 0.01)
Holder of TBBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 987625 (value 57697050; 0.02% of shares outstanding; change 0.00)
Holder of TBBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1337992 (value 78165490; 0.03% of shares outstanding; change 0.02)
Holder of TBBK: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 701525 (value 40983089; 0.02% of shares outstanding; change -0.03)
Holder of TBBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 836078 (value 55599187; 0.02% of shares outstanding; change -0.07)
Holder of TBBK: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 858022 (value 57470316; 0.02% of shares outstanding; change 0.08)
Holder of TBBK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2573445 (value 172369354; 0.06% of shares outstanding; change 0.00)
Holder of TBBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 987625 (value 66151125; 0.02% of shares outstanding; change 0.00)
Holder of TBBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1370337 (value 91785176; 0.03% of shares outstanding; change 0.02)
Holder of TBBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 786496 (value 52679504; 0.02% of shares outstanding; change -0.06)
Holder of TBCH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 150999 (value 1969026; 0.01% of shares outstanding; change 0.07)
Holder of TBCH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 478037 (value 6233602; 0.02% of shares outstanding; change 0.00)
Holder of TBCH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 70932 (value 924953; 0.00% of shares outstanding; change 0.08)
Holder of TBCH: Vanguard Explorer Fund
Shares held as of 2026-01-31: 111799 (value 1539472; 0.01% of shares outstanding; change 0.00)
Holder of TBCH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 152013 (value 2093219; 0.01% of shares outstanding; change 0.01)
Holder of TBCH: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 121000 (value 1456839; 0.01% of shares outstanding; change 0.00)
Holder of TBCH: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 77946 (value 938469; 0.00% of shares outstanding; change 0.06)
Holder of TBCH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 72792 (value 949207; 0.00% of shares outstanding; change -0.02)
Holder of TBCH: JPMorgan Trust I-JPMorgan U.S. Small Company Fund
Shares held as of 2026-03-31: 76466 (value 1052936; 0.00% of shares outstanding; change 1.01)
Holder of TBCH: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2026-03-31: 88964 (value 1071126; 0.00% of shares outstanding; change 0.27)
Holder of TBCH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 150999 (value 1818027; 0.01% of shares outstanding; change 0.00)
Holder of TBCH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 478037 (value 5755565; 0.02% of shares outstanding; change 0.00)
Holder of TBCH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 417870 (value 5449024; 0.02% of shares outstanding; change -0.04)
Holder of TBCH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 151212 (value 1820592; 0.01% of shares outstanding; change -0.01)
Holder of TBCH: Vanguard Explorer Fund
Shares held as of 2026-04-30: 111799 (value 1346059; 0.01% of shares outstanding; change 0.00)
Holder of TBCH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 401526 (value 5529013; 0.02% of shares outstanding; change -0.04)
Holder of TBCH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 88496 (value 1218589; 0.00% of shares outstanding; change 0.00)
Holder of TBCH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 79282 (value 954555; 0.00% of shares outstanding; change 0.09)
Holder of TBCH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 405342 (value 4880317; 0.02% of shares outstanding; change 0.01)
Holder of TBCH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 99740 (value 1200869; 0.01% of shares outstanding; change 0.13)
Holder of TBH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8757 (value 4991; 0.00% of shares outstanding; change 0.00)
Holder of TBH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 18100 (value 77648; 0.01% of shares outstanding; change 13.12)
Holder of TBH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 267 (value 1145; 0.00% of shares outstanding; change 0.00)
Holder of TBH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1095 (value 3865; 0.00% of shares outstanding; change 0.00)
Holder of TBH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 18035 (value 78271; 0.01% of shares outstanding; change 0.00)
Holder of TBH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4360 (value 18922; 0.00% of shares outstanding; change 15.33)
Holder of TBH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 67515 (value 238327; 0.02% of shares outstanding; change 2.74)
Holder of TBH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 19709 (value 69572; 0.01% of shares outstanding; change 3.52)
Holder of TBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 331383 (value 2057888; 0.01% of shares outstanding; change 0.00)
Holder of TBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 875834 (value 5438929; 0.03% of shares outstanding; change 0.00)
Holder of TBI: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1779451 (value 11922321; 0.06% of shares outstanding; change 0.00)
Holder of TBI: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1461577 (value 11254142; 0.05% of shares outstanding; change 0.39)
Holder of TBI: HOTCHKIS & WILEY Fd.S/DE/-Hotchkis & Wiley Small Cap Diversified Value
Shares held as of 2026-03-31: 348800 (value 2685759; 0.01% of shares outstanding; change -0.04)
Holder of TBI: RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund
Shares held as of 2026-03-31: 442045 (value 2961701; 0.01% of shares outstanding; change 0.46)
Holder of TBI: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 649104 (value 4998100; 0.02% of shares outstanding; change 0.30)
Holder of TBI: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 527787 (value 4063959; 0.02% of shares outstanding; change 0.19)
Holder of TBI: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 1114369 (value 9093250; 0.04% of shares outstanding; change 0.46)
Holder of TBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 331383 (value 2551649; 0.01% of shares outstanding; change 0.00)
Holder of TBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 875834 (value 6743921; 0.03% of shares outstanding; change 0.00)
Holder of TBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 742476 (value 4610775; 0.02% of shares outstanding; change 0.02)
Holder of TBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 352711 (value 2366690; 0.01% of shares outstanding; change -0.10)
Holder of TBI: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 293504 (value 2259980; 0.01% of shares outstanding; change -0.08)
Holder of TBI: RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund
Shares held as of 2026-04-30: 352235 (value 2712209; 0.01% of shares outstanding; change -0.20)
Holder of TBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 713420 (value 4779913; 0.02% of shares outstanding; change -0.04)
Holder of TBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 720204 (value 5545570; 0.02% of shares outstanding; change 0.01)
Holder of TBI: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-06-30: 834573 (value 6426211; 0.03% of shares outstanding; change -0.25)
Holder of TBLA: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 1426574 (value 6483778; 0.01% of shares outstanding; change 0.04)
Holder of TBLA: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2025-12-31: 182483 (value 890517; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: ADVISORS' INNER CIRCLE FUND-LSV Small Cap Value Fund
Shares held as of 2026-01-31: 443700 (value 2085389; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 199135 (value 1051432; 0.00% of shares outstanding; change 0.33)
Holder of TBLA: VANGUARD WORLD FUND-Vanguard Communication Services Index Fund
Shares held as of 2026-02-28: 577532 (value 2783704; 0.00% of shares outstanding; change -0.02)
Holder of TBLA: Amplify ETF Trust-Amplify BlueStar Israel Technology ETF
Shares held as of 2026-03-31: 169318 (value 826271; 0.00% of shares outstanding; change 0.12)
Holder of TBLA: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 828000 (value 3990960; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 1483014 (value 7148127; 0.01% of shares outstanding; change 0.04)
Holder of TBLA: Optimum Fund Trust-OPTIMUM SMALL-MID CAP VALUE FUND
Shares held as of 2026-03-31: 364000 (value 1754480; 0.00% of shares outstanding; change 1.33)
Holder of TBLA: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 452967 (value 2183301; 0.00% of shares outstanding; change 1.48)
Holder of TBLA: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 412964 (value 1940930; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: ADVISORS' INNER CIRCLE FUND-LSV Small Cap Value Fund
Shares held as of 2026-04-30: 443700 (value 2138634; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 602812 (value 2941722; 0.00% of shares outstanding; change 0.15)