speb/financial-data huggingface dataset:
Holder of ORKA: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 737386 (value 67957496; 0.01% of shares outstanding; change 0.00)
Holder of ORKA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1221046 (value 112531603; 0.02% of shares outstanding; change 0.01)
Holder of ORKA: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 562683 (value 51856867; 0.01% of shares outstanding; change 0.00)
Holder of ORKA: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 833100 (value 76778499; 0.01% of shares outstanding; change 0.00)
Holder of ORKA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 842043 (value 73080912; 0.01% of shares outstanding; change -0.01)
Holder of ORKA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1108661 (value 102174201; 0.02% of shares outstanding; change 0.22)
Holder of ORKA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1549262 (value 142779991; 0.03% of shares outstanding; change 0.84)
Holder of ORLA: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-01-31: 4695667 (value 46064495; 0.01% of shares outstanding; change -0.28)
Holder of ORLA: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 4921364 (value 48278582; 0.01% of shares outstanding; change -0.01)
Holder of ORLA: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 3361351 (value 31126111; 0.01% of shares outstanding; change 6.60)
Holder of ORLA: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 6200000 (value 57412001; 0.02% of shares outstanding; change 0.00)
Holder of ORLA: Fidelity Contrafund
Shares held as of 2026-03-31: 3421706 (value 45885076; 0.01% of shares outstanding; change -0.17)
Holder of ORLA: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-03-31: 6207203 (value 83238591; 0.02% of shares outstanding; change 0.00)
Holder of ORLA: Fidelity Contrafund-Fidelity Series Opportunistic Insights Fund
Shares held as of 2026-03-31: 4274952 (value 57327105; 0.01% of shares outstanding; change 0.28)
Holder of ORLA: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 7290752 (value 97768983; 0.02% of shares outstanding; change 0.10)
Holder of ORLA: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-03-31: 3564567 (value 47800842; 0.01% of shares outstanding; change 0.00)
Holder of ORLA: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-04-30: 5452403 (value 53488075; 0.02% of shares outstanding; change -0.12)
Holder of ORLA: Fidelity Contrafund-Fidelity Series Opportunistic Insights Fund
Shares held as of 2026-04-30: 3831852 (value 37590469; 0.01% of shares outstanding; change -0.10)
Holder of ORLA: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 7290752 (value 71522280; 0.02% of shares outstanding; change 0.00)
Holder of ORLA: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-04-30: 4695667 (value 43481877; 0.01% of shares outstanding; change 0.00)
Holder of ORLA: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 4871364 (value 45108831; 0.01% of shares outstanding; change -0.01)
Holder of ORLA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4390139 (value 40652688; 0.01% of shares outstanding; change 0.55)
Holder of ORLA: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 11070707 (value 119674347; 0.03% of shares outstanding; change 0.00)
Holder of ORLA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 6221673 (value 67256287; 0.02% of shares outstanding; change -0.02)
Holder of ORLA: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-04-30: 3340767 (value 32772925; 0.01% of shares outstanding; change -0.06)
Holder of ORLA: Fidelity Contrafund
Shares held as of 2026-05-31: 3060714 (value 28342212; 0.01% of shares outstanding; change 0.00)
Holder of ORLA: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-05-31: 4060403 (value 37599332; 0.01% of shares outstanding; change -0.26)
Holder of ORLA: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 5457252 (value 50534154; 0.02% of shares outstanding; change -0.25)
Holder of ORLA: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 10932350 (value 101233563; 0.03% of shares outstanding; change -0.01)
Holder of ORLA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 6088621 (value 59424942; 0.02% of shares outstanding; change -0.02)
Holder of ORLA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 5627416 (value 52109873; 0.02% of shares outstanding; change -0.08)
Holder of ORLY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 21287658 (value 1849471668; 0.03% of shares outstanding; change 0.02)
Holder of ORLY: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 9493055 (value 824756592; 0.01% of shares outstanding; change -0.04)
Holder of ORLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 26527240 (value 2304686538; 0.03% of shares outstanding; change -0.01)
Holder of ORLY: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 13901419 (value 1212898807; 0.02% of shares outstanding; change -0.03)
Holder of ORLY: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 4847636 (value 423683393; 0.01% of shares outstanding; change -0.03)
Holder of ORLY: College Retirement Equities Fund-Growth Account
Shares held as of 2026-03-31: 5269063 (value 460516114; 0.01% of shares outstanding; change 0.78)
Holder of ORLY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 10751822 (value 934118265; 0.01% of shares outstanding; change 0.00)
Holder of ORLY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 21393590 (value 1869799798; 0.03% of shares outstanding; change 0.01)
Holder of ORLY: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 9425755 (value 823811001; 0.01% of shares outstanding; change -0.01)
Holder of ORLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 26742073 (value 2337257221; 0.03% of shares outstanding; change 0.01)
Holder of ORLY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 10788944 (value 941335364; 0.01% of shares outstanding; change 0.00)
Holder of ORLY: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 17946510 (value 1621108281; 0.02% of shares outstanding; change 0.02)
Holder of ORLY: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 10589337 (value 925508069; 0.01% of shares outstanding; change -0.24)
Holder of ORLY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 10045247 (value 907387179; 0.01% of shares outstanding; change 0.03)
Holder of ORLY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 10889715 (value 950127633; 0.01% of shares outstanding; change 0.01)
Holder of ORLY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 10773922 (value 941640799; 0.01% of shares outstanding; change 0.00)
Holder of ORLY: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 18169379 (value 1563475118; 0.02% of shares outstanding; change 0.01)
Holder of ORLY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 10143538 (value 875184446; 0.01% of shares outstanding; change 0.01)
Holder of ORLY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 11092007 (value 969441428; 0.01% of shares outstanding; change 0.02)
Holder of ORLY: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 17591289 (value 1537478685; 0.02% of shares outstanding; change -0.03)
Holder of ORLY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 10015832 (value 875383732; 0.01% of shares outstanding; change -0.01)
Holder of ORMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 23349 (value 96898; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 12774 (value 53012; 0.00% of shares outstanding; change 1.00)
Holder of ORMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 4929 (value 20455; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 10581 (value 43911; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 10085 (value 41852; 0.00% of shares outstanding; change 0.54)
Holder of ORMP: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 36536 (value 151624; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 6084 (value 24579; 0.00% of shares outstanding; change -0.13)
Holder of ORMP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 24282 (value 90086; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 82596 (value 306431; 0.00% of shares outstanding; change -0.08)
Holder of ORMP: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 28155 (value 104455; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 23349 (value 94096; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 20632 (value 83146; 0.00% of shares outstanding; change 0.62)
Holder of ORMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 10581 (value 42641; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 26896 (value 108390; 0.00% of shares outstanding; change 1.67)
Holder of ORMP: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 36536 (value 147240; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 24282 (value 100770; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: Nationwide Mutual Funds-Nationwide Bailard Small Cap Value Fund
Shares held as of 2026-04-30: 32478 (value 130886; 0.00% of shares outstanding; change 1.00)
Holder of ORMP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 83139 (value 345026; 0.00% of shares outstanding; change 0.01)
Holder of ORMP: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 28155 (value 116843; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 24282 (value 97856; 0.00% of shares outstanding; change 0.00)
Holder of ORMP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 82053 (value 330673; 0.00% of shares outstanding; change -0.01)
Holder of ORMP: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 55623 (value 224160; 0.00% of shares outstanding; change 0.98)
Holder of ORMP: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 15623 (value 62960; 0.00% of shares outstanding; change 1.00)
Holder of ORMP: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 55599 (value 224063; 0.00% of shares outstanding; change 1.00)
Holder of ORN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 409390 (value 5633206; 0.01% of shares outstanding; change 0.07)
Holder of ORN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1185857 (value 16317392; 0.03% of shares outstanding; change 0.04)
Holder of ORN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1207923 (value 18602013; 0.03% of shares outstanding; change 0.00)
Holder of ORN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 368914 (value 5681275; 0.01% of shares outstanding; change 0.01)
Holder of ORN: Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 1330306 (value 16881582; 0.03% of shares outstanding; change 0.32)
Holder of ORN: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 763464 (value 9688357; 0.02% of shares outstanding; change -0.15)
Holder of ORN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 434951 (value 5519528; 0.01% of shares outstanding; change 0.06)
Holder of ORN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1185857 (value 15048524; 0.03% of shares outstanding; change 0.00)
Holder of ORN: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 803080 (value 10191084; 0.02% of shares outstanding; change -0.29)
Holder of ORN: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 458982 (value 5824481; 0.01% of shares outstanding; change -0.25)
Holder of ORN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 929527 (value 12790291; 0.02% of shares outstanding; change 0.02)
Holder of ORN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 265854 (value 3658151; 0.01% of shares outstanding; change 0.00)
Holder of ORN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1225518 (value 15686630; 0.03% of shares outstanding; change 0.01)
Holder of ORN: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1225518 (value 15551822; 0.03% of shares outstanding; change 0.01)
Holder of ORN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 372802 (value 4730857; 0.01% of shares outstanding; change 0.01)
Holder of ORN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 893207 (value 13755387; 0.02% of shares outstanding; change -0.04)
Holder of ORN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 262824 (value 4047489; 0.01% of shares outstanding; change -0.01)
Holder of ORN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 901687 (value 11442407; 0.02% of shares outstanding; change 0.01)
Holder of ORN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 265046 (value 3363433; 0.01% of shares outstanding; change 0.01)
Holder of ORRF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 207935 (value 7720626; 0.01% of shares outstanding; change -0.05)
Holder of ORRF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 581221 (value 21580736; 0.03% of shares outstanding; change 0.02)
Holder of ORRF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 152480 (value 6002375; 0.01% of shares outstanding; change 0.00)
Holder of ORRF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 183652 (value 7229461; 0.01% of shares outstanding; change 0.02)
Holder of ORRF: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 134818 (value 5307110; 0.01% of shares outstanding; change 1.00)
Holder of ORRF: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 121103 (value 4564371; 0.01% of shares outstanding; change 0.00)
Holder of ORRF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 217919 (value 9274632; 0.01% of shares outstanding; change 0.05)
Holder of ORRF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 581221 (value 24736766; 0.03% of shares outstanding; change 0.00)
Holder of ORRF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 457870 (value 17000713; 0.02% of shares outstanding; change 0.02)
Holder of ORRF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 159518 (value 5922903; 0.01% of shares outstanding; change -0.02)
Holder of ORRF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 438125 (value 16512930; 0.02% of shares outstanding; change 0.08)
Holder of ORRF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 179087 (value 7621942; 0.01% of shares outstanding; change 0.17)
Holder of ORRF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 185230 (value 7883389; 0.01% of shares outstanding; change 0.01)
Holder of ORRF: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-04-30: 176124 (value 6638113; 0.01% of shares outstanding; change 0.00)
Holder of ORRF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 355651 (value 13404485; 0.02% of shares outstanding; change 0.05)
Holder of ORRF: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 170100 (value 7239456; 0.01% of shares outstanding; change 1.00)
Holder of ORRF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 439937 (value 17318120; 0.02% of shares outstanding; change -0.04)
Holder of ORRF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 157703 (value 6207978; 0.01% of shares outstanding; change -0.01)
Holder of ORRF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 468785 (value 18453722; 0.02% of shares outstanding; change 0.07)
Holder of ORRF: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-05-31: 177277 (value 6978509; 0.01% of shares outstanding; change 0.01)
Holder of ORRF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 329908 (value 13282095; 0.02% of shares outstanding; change -0.07)
Holder of ORRF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 444124 (value 18901918; 0.02% of shares outstanding; change 0.01)
Holder of ORRF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 162854 (value 6931066; 0.01% of shares outstanding; change 0.03)
Holder of ORRF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 501140 (value 21328519; 0.03% of shares outstanding; change 0.07)
Holder of ORRF: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-06-30: 170315 (value 7248606; 0.01% of shares outstanding; change -0.04)
Holder of ORRF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 203855 (value 8676069; 0.01% of shares outstanding; change -0.38)
Holder of OSBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 567891 (value 12107435; 0.01% of shares outstanding; change 0.00)
Holder of OSBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1610374 (value 34333173; 0.03% of shares outstanding; change -0.06)
Holder of OSBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 488379 (value 10846897; 0.01% of shares outstanding; change 0.01)
Holder of OSBC: Goldman Sachs Trust-Goldman Sachs Small Cap Value Fund
Shares held as of 2026-02-28: 345890 (value 7682216; 0.01% of shares outstanding; change 0.01)
Holder of OSBC: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 355988 (value 7675101; 0.01% of shares outstanding; change 0.00)
Holder of OSBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 450953 (value 9722546; 0.01% of shares outstanding; change 0.00)
Holder of OSBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 590445 (value 14188393; 0.01% of shares outstanding; change 0.04)
Holder of OSBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1610374 (value 38697288; 0.03% of shares outstanding; change 0.00)
Holder of OSBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1238058 (value 26395396; 0.02% of shares outstanding; change 0.00)
Holder of OSBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 436035 (value 9296266; 0.01% of shares outstanding; change 0.00)
Holder of OSBC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1372690 (value 29595195; 0.03% of shares outstanding; change 0.05)
Holder of OSBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 348385 (value 8371691; 0.01% of shares outstanding; change 0.27)
Holder of OSBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 493661 (value 11862674; 0.01% of shares outstanding; change 0.01)
Holder of OSBC: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 355988 (value 7906493; 0.01% of shares outstanding; change 0.00)
Holder of OSBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 450953 (value 10015665; 0.01% of shares outstanding; change 0.00)
Holder of OSBC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 444749 (value 9588788; 0.01% of shares outstanding; change 0.05)
Holder of OSBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1189707 (value 26423391; 0.02% of shares outstanding; change -0.04)
Holder of OSBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 431055 (value 9573731; 0.01% of shares outstanding; change -0.01)
Holder of OSBC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1424929 (value 31647671; 0.03% of shares outstanding; change 0.04)
Holder of OSBC: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 355988 (value 8554391; 0.01% of shares outstanding; change 0.00)
Holder of OSBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 450953 (value 10836400; 0.01% of shares outstanding; change 0.00)
Holder of OSBC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 410815 (value 9403555; 0.01% of shares outstanding; change -0.08)
Holder of OSBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1200996 (value 28859934; 0.02% of shares outstanding; change 0.01)
Holder of OSBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 434707 (value 10446009; 0.01% of shares outstanding; change 0.01)
Holder of OSBC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1478944 (value 35539025; 0.03% of shares outstanding; change 0.04)
Holder of OSBC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 610573 (value 14672069; 0.01% of shares outstanding; change 0.49)
Holder of OSCR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1728513 (value 38424843; 0.01% of shares outstanding; change 0.06)
Holder of OSCR: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2084573 (value 51092884; 0.01% of shares outstanding; change -0.10)
Holder of OSCR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2324587 (value 51675567; 0.01% of shares outstanding; change 0.04)
Holder of OSCR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2781038 (value 61822473; 0.01% of shares outstanding; change -0.01)
Holder of OSCR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4934170 (value 109686596; 0.02% of shares outstanding; change -0.02)
Holder of OSCR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6993625 (value 155468280; 0.03% of shares outstanding; change 0.06)
Holder of OSCR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1936358 (value 56851664; 0.01% of shares outstanding; change 0.01)
Holder of OSCR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2567568 (value 72379743; 0.01% of shares outstanding; change 0.49)
Holder of OSCR: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2081723 (value 58683772; 0.01% of shares outstanding; change 0.00)
Holder of OSCR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2430977 (value 68529242; 0.01% of shares outstanding; change 0.05)
Holder of OSCR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3210181 (value 90495004; 0.01% of shares outstanding; change 0.15)
Holder of OSCR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5748660 (value 162054728; 0.02% of shares outstanding; change 0.17)
Holder of OSCR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7923396 (value 223360537; 0.03% of shares outstanding; change 0.13)
Holder of OSCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4965489 (value 110382818; 0.02% of shares outstanding; change 0.03)
Holder of OSCR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 6304114 (value 154513835; 0.02% of shares outstanding; change 0.05)
Holder of OSCR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2008249 (value 56612540; 0.01% of shares outstanding; change 0.04)
Holder of OSCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4771177 (value 140082232; 0.02% of shares outstanding; change -0.04)
Holder of OSCR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1670278 (value 49039528; 0.01% of shares outstanding; change 0.01)
Holder of OSCR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 6559535 (value 192588602; 0.02% of shares outstanding; change 0.04)
Holder of OSCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4842246 (value 136502917; 0.02% of shares outstanding; change 0.01)
Holder of OSCR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1653062 (value 46599818; 0.01% of shares outstanding; change -0.01)
Holder of OSCR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 6813211 (value 192064421; 0.03% of shares outstanding; change 0.04)
Holder of OSG: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 705520 (value 3852139; 0.02% of shares outstanding; change -0.27)
Holder of OSG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 479903 (value 2629868; 0.01% of shares outstanding; change -0.08)
Holder of OSG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1384276 (value 7585832; 0.03% of shares outstanding; change 0.00)
Holder of OSG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 285019 (value 1704413; 0.01% of shares outstanding; change -0.17)
Holder of OSG: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-01-31: 225144 (value 1296829; 0.01% of shares outstanding; change 0.39)
Holder of OSG: Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND
Shares held as of 2026-01-31: 1185076 (value 7086754; 0.03% of shares outstanding; change 0.75)
Holder of OSG: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 214973 (value 1201699; 0.00% of shares outstanding; change -0.02)
Holder of OSG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 401882 (value 2403254; 0.01% of shares outstanding; change 0.01)
Holder of OSG: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 211191 (value 1180557; 0.00% of shares outstanding; change -0.05)
Holder of OSG: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 739153 (value 4131865; 0.02% of shares outstanding; change 0.05)
Holder of OSG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 246649 (value 1346703; 0.01% of shares outstanding; change 0.36)
Holder of OSG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 498682 (value 2787632; 0.01% of shares outstanding; change 0.04)
Holder of OSG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1384276 (value 7738103; 0.03% of shares outstanding; change 0.00)
Holder of OSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 977857 (value 5358656; 0.02% of shares outstanding; change -0.10)
Holder of OSG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 340753 (value 1867326; 0.01% of shares outstanding; change -0.10)
Holder of OSG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 285019 (value 1593256; 0.01% of shares outstanding; change 0.00)
Holder of OSG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 380731 (value 2128286; 0.01% of shares outstanding; change -0.05)
Holder of OSG: Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND
Shares held as of 2026-04-30: 1338765 (value 7483696; 0.03% of shares outstanding; change 0.13)
Holder of OSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 939494 (value 5618174; 0.02% of shares outstanding; change -0.04)
Holder of OSG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 336868 (value 2014470; 0.01% of shares outstanding; change -0.01)
Holder of OSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 948167 (value 5300253; 0.02% of shares outstanding; change 0.01)
Holder of OSG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 339717 (value 1899018; 0.01% of shares outstanding; change 0.01)
Holder of OSIS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 365972 (value 79324431; 0.02% of shares outstanding; change -0.03)
Holder of OSIS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 235991 (value 51151049; 0.01% of shares outstanding; change -0.03)
Holder of OSIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 504970 (value 109452247; 0.03% of shares outstanding; change 0.00)
Holder of OSIS: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 329098 (value 72269922; 0.02% of shares outstanding; change 0.00)
Holder of OSIS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 399537 (value 86579666; 0.02% of shares outstanding; change 0.03)
Holder of OSIS: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 352034 (value 76285766; 0.02% of shares outstanding; change -0.06)
Holder of OSIS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 674343 (value 146130126; 0.04% of shares outstanding; change 0.00)
Holder of OSIS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 360806 (value 78186659; 0.02% of shares outstanding; change -0.01)
Holder of OSIS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 229775 (value 49792241; 0.01% of shares outstanding; change -0.03)
Holder of OSIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 498194 (value 107958638; 0.03% of shares outstanding; change -0.01)
Holder of OSIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 384910 (value 83429242; 0.02% of shares outstanding; change -0.03)
Holder of OSIS: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 273198 (value 59202005; 0.02% of shares outstanding; change -0.17)
Holder of OSIS: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 241803 (value 52398709; 0.01% of shares outstanding; change 0.00)
Holder of OSIS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 943616 (value 210218771; 0.06% of shares outstanding; change 0.01)
Holder of OSIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 369928 (value 81236191; 0.02% of shares outstanding; change -0.04)
Holder of OSIS: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 344101 (value 75564581; 0.02% of shares outstanding; change -0.02)
Holder of OSIS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 938586 (value 203391583; 0.06% of shares outstanding; change -0.01)
Holder of OSIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 376869 (value 81667511; 0.02% of shares outstanding; change 0.02)
Holder of OSK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1435512 (value 186616560; 0.02% of shares outstanding; change -0.05)
Holder of OSK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 925502 (value 120315260; 0.01% of shares outstanding; change -0.05)
Holder of OSK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1980095 (value 257412350; 0.03% of shares outstanding; change -0.02)
Holder of OSK: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 795805 (value 112777502; 0.01% of shares outstanding; change 0.00)
Holder of OSK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 690046 (value 89705980; 0.01% of shares outstanding; change 0.00)
Holder of OSK: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 1601000 (value 226885709; 0.03% of shares outstanding; change 0.00)
Holder of OSK: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1564421 (value 242704272; 0.03% of shares outstanding; change 0.13)
Holder of OSK: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 852910 (value 132320456; 0.01% of shares outstanding; change -0.14)
Holder of OSK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 706201 (value 109560022; 0.01% of shares outstanding; change 0.04)
Holder of OSK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1442221 (value 223746165; 0.02% of shares outstanding; change 0.00)
Holder of OSK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 918409 (value 142481971; 0.01% of shares outstanding; change -0.01)
Holder of OSK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1984159 (value 307822426; 0.03% of shares outstanding; change 0.00)
Holder of OSK: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 803527 (value 115434691; 0.01% of shares outstanding; change 0.01)
Holder of OSK: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 803527 (value 124659178; 0.01% of shares outstanding; change 0.01)
Holder of OSK: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1108255 (value 144660523; 0.02% of shares outstanding; change 0.00)
Holder of OSK: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 1601000 (value 248379139; 0.03% of shares outstanding; change 0.00)
Holder of OSK: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2137023 (value 298200175; 0.03% of shares outstanding; change 0.02)
Holder of OSK: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1140873 (value 176995036; 0.02% of shares outstanding; change 0.03)
Holder of OSK: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2145854 (value 332907788; 0.03% of shares outstanding; change 0.00)
Holder of OSPN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 415701 (value 6002722; 0.01% of shares outstanding; change 0.04)
Holder of OSPN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1132596 (value 16354685; 0.03% of shares outstanding; change 0.00)
Holder of OSPN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 365275 (value 4923906; 0.01% of shares outstanding; change 0.02)
Holder of OSPN: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 913726 (value 13842948; 0.02% of shares outstanding; change 0.03)
Holder of OSPN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 427931 (value 6483154; 0.01% of shares outstanding; change 0.03)
Holder of OSPN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1132596 (value 17158828; 0.03% of shares outstanding; change 0.00)
Holder of OSPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 943231 (value 13620255; 0.03% of shares outstanding; change 0.04)
Holder of OSPN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 285233 (value 4118764; 0.01% of shares outstanding; change 0.05)
Holder of OSPN: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 275775 (value 3902216; 0.01% of shares outstanding; change 1.41)
Holder of OSPN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 383481 (value 5809737; 0.01% of shares outstanding; change 0.05)
Holder of OSPN: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-04-30: 763640 (value 10805505; 0.02% of shares outstanding; change 0.00)
Holder of OSPN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 416885 (value 5898922; 0.01% of shares outstanding; change 0.00)
Holder of OSPN: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-04-30: 393154 (value 5299715; 0.01% of shares outstanding; change -0.04)
Holder of OSPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 906230 (value 12215979; 0.02% of shares outstanding; change -0.04)
Holder of OSPN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 281978 (value 3989988; 0.01% of shares outstanding; change -0.01)
Holder of OSPN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 395832 (value 5335815; 0.01% of shares outstanding; change 0.45)
Holder of OSPN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 330223 (value 4451405; 0.01% of shares outstanding; change 0.20)
Holder of OSPN: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-05-31: 687119 (value 10629731; 0.02% of shares outstanding; change -0.10)
Holder of OSPN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 416566 (value 6444276; 0.01% of shares outstanding; change 0.00)
Holder of OSPN: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-05-31: 386934 (value 5862049; 0.01% of shares outstanding; change -0.02)
Holder of OSPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 936370 (value 14186005; 0.03% of shares outstanding; change 0.03)
Holder of OSPN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 576137 (value 8728475; 0.02% of shares outstanding; change 0.46)
Holder of OSPN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 339771 (value 5147530; 0.01% of shares outstanding; change 0.03)
Holder of OSPN: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-06-30: 666458 (value 10096838; 0.02% of shares outstanding; change -0.03)
Holder of OSPN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 416566 (value 6310974; 0.01% of shares outstanding; change 0.00)
Holder of OSRH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 37373 (value 16279; 0.00% of shares outstanding; change 0.00)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 90054 (value 34940; 0.00% of shares outstanding; change 0.56)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4318 (value 1675; 0.00% of shares outstanding; change 0.00)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6773 (value 2627; 0.00% of shares outstanding; change 0.00)
Holder of OSRH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 37373 (value 15801; 0.00% of shares outstanding; change 0.00)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 89726 (value 33647; 0.00% of shares outstanding; change 0.00)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4318 (value 1619; 0.00% of shares outstanding; change 0.00)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6773 (value 2539; 0.00% of shares outstanding; change 0.00)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 73009 (value 30868; 0.00% of shares outstanding; change -0.19)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4318 (value 1825; 0.00% of shares outstanding; change 0.00)
Holder of OSRH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6773 (value 2863; 0.00% of shares outstanding; change 0.00)
Holder of OSS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 240638 (value 4374798; 0.01% of shares outstanding; change 0.25)
Holder of OSS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 648656 (value 11792566; 0.03% of shares outstanding; change 0.19)
Holder of OSS: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 11905 (value 216432; 0.00% of shares outstanding; change 0.00)
Holder of OSS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 13489 (value 245230; 0.00% of shares outstanding; change 0.00)
Holder of OSS: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 12911 (value 238078; 0.00% of shares outstanding; change 0.00)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 116500 (value 1967684; 0.00% of shares outstanding; change 0.01)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12774 (value 215752; 0.00% of shares outstanding; change 0.00)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 33246 (value 561524; 0.00% of shares outstanding; change 0.06)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 40247 (value 679771; 0.00% of shares outstanding; change 0.00)
Holder of OSS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 240638 (value 3005568; 0.01% of shares outstanding; change 0.00)
Holder of OSS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 693556 (value 8662514; 0.03% of shares outstanding; change 0.07)
Holder of OSS: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 11905 (value 150241; 0.00% of shares outstanding; change 0.00)
Holder of OSS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 13489 (value 168477; 0.00% of shares outstanding; change 0.00)
Holder of OSS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 51923 (value 876979; 0.00% of shares outstanding; change -0.04)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 116076 (value 2140441; 0.00% of shares outstanding; change 0.00)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14151 (value 260944; 0.00% of shares outstanding; change 0.11)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 33246 (value 613056; 0.00% of shares outstanding; change 0.00)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 40247 (value 742154; 0.00% of shares outstanding; change 0.00)
Holder of OSS: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 12911 (value 161258; 0.00% of shares outstanding; change 0.00)
Holder of OSS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 52265 (value 963766; 0.00% of shares outstanding; change 0.01)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 113847 (value 1421949; 0.00% of shares outstanding; change -0.02)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14151 (value 176745; 0.00% of shares outstanding; change 0.00)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 33246 (value 415242; 0.00% of shares outstanding; change 0.00)
Holder of OSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 40247 (value 502685; 0.00% of shares outstanding; change 0.00)
Holder of OSS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 52550 (value 656349; 0.00% of shares outstanding; change 0.01)
Holder of OSS: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 44864 (value 560351; 0.00% of shares outstanding; change 1.00)
Holder of OST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2608 (value 4420; 0.00% of shares outstanding; change 0.00)
Holder of OST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2608 (value 4420; 0.00% of shares outstanding; change 0.00)
Holder of OST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2608 (value 4420; 0.00% of shares outstanding; change 0.00)
Holder of OSTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 253685 (value 542885; 0.01% of shares outstanding; change 2.96)
Holder of OSTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 149115 (value 319106; 0.00% of shares outstanding; change 18.84)
Holder of OSTX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 25000 (value 37999; 0.00% of shares outstanding; change 0.00)