speb/financial-data huggingface dataset:
Holder of LEGT: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 141548 (value 1347537; 0.01% of shares outstanding; change 0.00)
Holder of LEGT: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 25813 (value 245739; 0.00% of shares outstanding; change 0.00)
Holder of LEGT: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 5402 (value 51427; 0.00% of shares outstanding; change 0.00)
Holder of LEGT: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 451946 (value 4302526; 0.02% of shares outstanding; change 0.00)
Holder of LEGT: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 66874 (value 636640; 0.00% of shares outstanding; change 0.00)
Holder of LEN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5442757 (value 488650716; 0.03% of shares outstanding; change -0.03)
Holder of LEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5726448 (value 514120494; 0.03% of shares outstanding; change -0.06)
Holder of LEN: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 2192284 (value 191693318; 0.01% of shares outstanding; change -0.02)
Holder of LEN: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2582000 (value 225770086; 0.01% of shares outstanding; change 0.00)
Holder of LEN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2755555 (value 247393724; 0.01% of shares outstanding; change 0.00)
Holder of LEN: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 2148817 (value 181875869; 0.01% of shares outstanding; change 0.00)
Holder of LEN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5482945 (value 464076461; 0.03% of shares outstanding; change 0.01)
Holder of LEN: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4431332 (value 375067937; 0.02% of shares outstanding; change 0.00)
Holder of LEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5794318 (value 490431071; 0.03% of shares outstanding; change 0.01)
Holder of LEN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2765072 (value 241777902; 0.01% of shares outstanding; change 0.00)
Holder of LEN: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 2192284 (value 185554916; 0.01% of shares outstanding; change 0.00)
Holder of LEN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2585794 (value 233497206; 0.01% of shares outstanding; change 0.03)
Holder of LEN: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 2582000 (value 218540478; 0.01% of shares outstanding; change 0.00)
Holder of LEN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2788146 (value 243795493; 0.01% of shares outstanding; change 0.00)
Holder of LEN: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-04-30: 2089142 (value 182674581; 0.01% of shares outstanding; change 0.00)
Holder of LEN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2761215 (value 233709235; 0.01% of shares outstanding; change 0.00)
Holder of LEN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2610919 (value 221745351; 0.01% of shares outstanding; change 0.01)
Holder of LEN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2840058 (value 240382507; 0.01% of shares outstanding; change 0.02)
Holder of LEN: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-05-31: 2227484 (value 186863631; 0.01% of shares outstanding; change 0.07)
Holder of LEN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2601644 (value 220203146; 0.01% of shares outstanding; change 0.00)
Holder of LEN: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-06-30: 2215954 (value 187558345; 0.01% of shares outstanding; change -0.01)
Holder of LEN.B: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1066340 (value 93923229; 0.03% of shares outstanding; change 0.00)
Holder of LEN.B: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 38354 (value 3394329; 0.00% of shares outstanding; change -0.02)
Holder of LEN.B: Third Avenue Trust-THIRD AVENUE REAL ESTATE VALUE FUND
Shares held as of 2026-01-31: 139102 (value 11855663; 0.00% of shares outstanding; change 0.00)
Holder of LEN.B: GoodHaven Funds Trust-GoodHaven Fund
Shares held as of 2026-02-28: 103762 (value 8603944; 0.00% of shares outstanding; change 0.11)
Holder of LEN.B: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 100000 (value 8291999; 0.00% of shares outstanding; change 0.00)
Holder of LEN.B: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 316200 (value 26949727; 0.01% of shares outstanding; change 0.00)
Holder of LEN.B: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-03-31: 800000 (value 68184002; 0.03% of shares outstanding; change 0.00)
Holder of LEN.B: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 212879 (value 17651926; 0.01% of shares outstanding; change 0.00)
Holder of LEN.B: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 122627 (value 10168230; 0.00% of shares outstanding; change 0.00)
Holder of LEN.B: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1066340 (value 88420910; 0.04% of shares outstanding; change 0.00)
Holder of LEN.B: Third Avenue Trust-THIRD AVENUE REAL ESTATE VALUE FUND
Shares held as of 2026-04-30: 140035 (value 11611701; 0.00% of shares outstanding; change 0.01)
Holder of LEN.B: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-04-30: 87602 (value 7466318; 0.00% of shares outstanding; change 0.00)
Holder of LEN.B: GLOBAL X FUNDS-Global X Adaptive US Factor ETF
Shares held as of 2026-05-31: 45882 (value 3770123; 0.00% of shares outstanding; change 1.00)
Holder of LEN.B: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-05-31: 93350 (value 7670569; 0.00% of shares outstanding; change 0.07)
Holder of LEN.B: GLOBAL X FUNDS-Global X Adaptive US Factor ETF
Shares held as of 2026-06-30: 46044 (value 3817968; 0.00% of shares outstanding; change 0.00)
Holder of LEN.B: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 310000 (value 25705199; 0.01% of shares outstanding; change -0.02)
Holder of LEN.B: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-06-30: 800000 (value 66335998; 0.03% of shares outstanding; change 0.00)
Holder of LEN.B: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-06-30: 92702 (value 7686849; 0.00% of shares outstanding; change -0.01)
Holder of LENZ: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 365000 (value 2558650; 0.01% of shares outstanding; change 1.00)
Holder of LENZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 239531 (value 1863551; 0.01% of shares outstanding; change 0.11)
Holder of LENZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 762154 (value 5929558; 0.02% of shares outstanding; change -0.04)
Holder of LENZ: abrdn Healthcare Investors
Shares held as of 2025-12-31: 333822 (value 2597135; 0.01% of shares outstanding; change 2.65)
Holder of LENZ: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 312267 (value 1817393; 0.01% of shares outstanding; change 0.31)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1228633 (value 8612717; 0.04% of shares outstanding; change 0.00)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 315089 (value 2208773; 0.01% of shares outstanding; change -0.01)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 362100 (value 2538321; 0.01% of shares outstanding; change 0.00)
Holder of LENZ: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 406400 (value 2365248; 0.01% of shares outstanding; change 0.09)
Holder of LENZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 253998 (value 1391909; 0.01% of shares outstanding; change 0.06)
Holder of LENZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 762154 (value 4176603; 0.02% of shares outstanding; change 0.00)
Holder of LENZ: abrdn Healthcare Investors
Shares held as of 2026-03-31: 784386 (value 4298435; 0.03% of shares outstanding; change 1.35)
Holder of LENZ: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 371775 (value 2037327; 0.01% of shares outstanding; change 1.39)
Holder of LENZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 480805 (value 3740663; 0.02% of shares outstanding; change 0.21)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1228633 (value 7150644; 0.04% of shares outstanding; change 0.00)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 314080 (value 1827945; 0.01% of shares outstanding; change 0.00)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 343100 (value 1996842; 0.01% of shares outstanding; change -0.05)
Holder of LENZ: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 406400 (value 2227072; 0.01% of shares outstanding; change 0.00)
Holder of LENZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 461964 (value 2688630; 0.01% of shares outstanding; change -0.04)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1228633 (value 6732908; 0.04% of shares outstanding; change 0.00)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 313056 (value 1715546; 0.01% of shares outstanding; change 0.00)
Holder of LENZ: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 314100 (value 1721268; 0.01% of shares outstanding; change -0.08)
Holder of LENZ: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 202241 (value 1108280; 0.01% of shares outstanding; change -0.01)
Holder of LENZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 466363 (value 2555669; 0.01% of shares outstanding; change 0.01)
Holder of LEO: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 270829 (value 1741430; 0.00% of shares outstanding; change 0.00)
Holder of LEO: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 472528 (value 3038354; 0.01% of shares outstanding; change -0.02)
Holder of LEO: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 525823 (value 3381041; 0.01% of shares outstanding; change 0.11)
Holder of LEO: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 214170 (value 1377113; 0.00% of shares outstanding; change 0.10)
Holder of LEO: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 392757 (value 2525427; 0.01% of shares outstanding; change 0.13)
Holder of LEO: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 589118 (value 3752681; 0.01% of shares outstanding; change 1.34)
Holder of LEO: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 808086 (value 5026294; 0.01% of shares outstanding; change 0.88)
Holder of LEO: High Income Securities Fund
Shares held as of 2026-02-28: 652735 (value 4060011; 0.01% of shares outstanding; change 0.23)
Holder of LEO: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 151400 (value 941707; 0.00% of shares outstanding; change -0.14)
Holder of LEO: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 270829 (value 1684556; 0.00% of shares outstanding; change 0.00)
Holder of LEO: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 890680 (value 5540029; 0.01% of shares outstanding; change 0.05)
Holder of LEO: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 536873 (value 3339349; 0.01% of shares outstanding; change 0.02)
Holder of LEO: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 218411 (value 1358516; 0.00% of shares outstanding; change 0.02)
Holder of LEO: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 402179 (value 2501553; 0.01% of shares outstanding; change 0.02)
Holder of LEO: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 635795 (value 3954644; 0.01% of shares outstanding; change 0.08)
Holder of LEO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 584553 (value 3723602; 0.01% of shares outstanding; change 0.01)
Holder of LEO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 601542 (value 3834830; 0.01% of shares outstanding; change 0.03)
Holder of LEO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 537717 (value 3344599; 0.01% of shares outstanding; change -0.11)
Holder of LESL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 81581 (value 311639; 0.01% of shares outstanding; change -0.19)
Holder of LESL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 180915 (value 691095; 0.02% of shares outstanding; change 0.00)
Holder of LESL: VANGUARD SCOTTSDALE FUNDS-Vanguard Explorer Value Fund
Shares held as of 2026-02-28: 108548 (value 134599; 0.01% of shares outstanding; change 0.00)
Holder of LESL: VANGUARD WORLD FUND-Vanguard Consumer Discretionary Index Fund
Shares held as of 2026-02-28: 35079 (value 43497; 0.00% of shares outstanding; change 0.00)
Holder of LESL: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 2290814 (value 2840609; 0.24% of shares outstanding; change 0.02)
Holder of LESL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 51843 (value 240033; 0.01% of shares outstanding; change 0.56)
Holder of LESL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 13217 (value 50488; 0.00% of shares outstanding; change 0.00)
Holder of LESL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 17665 (value 81788; 0.00% of shares outstanding; change 0.00)
Holder of LESL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 81581 (value 101160; 0.01% of shares outstanding; change 0.00)
Holder of LESL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 180915 (value 224334; 0.02% of shares outstanding; change 0.00)
Holder of LESL: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 18450 (value 22878; 0.00% of shares outstanding; change 1.00)
Holder of LESL: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 17112 (value 65367; 0.00% of shares outstanding; change 0.02)
Holder of LESL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 51654 (value 477282; 0.01% of shares outstanding; change 0.00)
Holder of LESL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 17665 (value 163224; 0.00% of shares outstanding; change 0.00)
Holder of LESL: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 25407 (value 234760; 0.00% of shares outstanding; change 0.00)
Holder of LESL: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 17346 (value 160277; 0.00% of shares outstanding; change 0.01)
Holder of LESL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 34600 (value 42904; 0.00% of shares outstanding; change -0.33)
Holder of LESL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 13217 (value 16389; 0.00% of shares outstanding; change 0.00)
Holder of LESL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 17665 (value 21904; 0.00% of shares outstanding; change 0.00)
Holder of LESL: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 23520 (value 60916; 0.00% of shares outstanding; change -0.07)
Holder of LESL: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 17404 (value 21580; 0.00% of shares outstanding; change 0.00)
Holder of LEU: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 115747 (value 21120355; 0.01% of shares outstanding; change 0.00)
Holder of LEU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 188537 (value 34402346; 0.01% of shares outstanding; change 0.01)
Holder of LEU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 524243 (value 95658620; 0.03% of shares outstanding; change 0.00)
Holder of LEU: Reaves Utility Income Fund
Shares held as of 2026-01-31: 146558 (value 26919772; 0.01% of shares outstanding; change 0.00)
Holder of LEU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 165054 (value 30317117; 0.01% of shares outstanding; change 0.01)
Holder of LEU: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 111327 (value 20448542; 0.01% of shares outstanding; change 0.16)
Holder of LEU: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 115747 (value 18969775; 0.01% of shares outstanding; change 0.00)
Holder of LEU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 211286 (value 34627662; 0.01% of shares outstanding; change 0.12)
Holder of LEU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 571892 (value 93727379; 0.03% of shares outstanding; change 0.09)
Holder of LEU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 412134 (value 75202091; 0.02% of shares outstanding; change 0.00)
Holder of LEU: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 111327 (value 18245381; 0.01% of shares outstanding; change 0.00)
Holder of LEU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 166749 (value 27328493; 0.01% of shares outstanding; change 0.01)
Holder of LEU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 1105320 (value 179702927; 0.06% of shares outstanding; change 0.02)
Holder of LEU: Reaves Utility Income Fund
Shares held as of 2026-04-30: 199058 (value 32623615; 0.01% of shares outstanding; change 0.36)
Holder of LEU: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 1095334 (value 178079403; 0.06% of shares outstanding; change 0.10)
Holder of LEU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 977066 (value 158069736; 0.05% of shares outstanding; change 0.03)
Holder of LEU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 397236 (value 72964305; 0.02% of shares outstanding; change -0.04)
Holder of LEU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 1096946 (value 171178426; 0.06% of shares outstanding; change -0.01)
Holder of LEU: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 1036198 (value 178568003; 0.05% of shares outstanding; change -0.05)
Holder of LEU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 1005836 (value 173335719; 0.05% of shares outstanding; change 0.03)
Holder of LEU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 403851 (value 66187140; 0.02% of shares outstanding; change 0.02)
Holder of LEU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 1085930 (value 177973067; 0.06% of shares outstanding; change -0.01)
Holder of LEU: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 1197858 (value 196316946; 0.06% of shares outstanding; change 0.16)
Holder of LEU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 1265711 (value 207437375; 0.07% of shares outstanding; change 0.26)
Holder of LEVI: IVY FUNDS-Nomura Mid Cap Income Opportunities Fund
Shares held as of 2025-12-31: 1037877 (value 24078747; 0.01% of shares outstanding; change -0.05)
Holder of LEVI: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2025-12-31: 2211048 (value 51296315; 0.02% of shares outstanding; change 4.30)
Holder of LEVI: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2025-12-31: 993900 (value 23058480; 0.01% of shares outstanding; change 0.10)
Holder of LEVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1040297 (value 24134891; 0.01% of shares outstanding; change -0.03)
Holder of LEVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2335931 (value 54193600; 0.02% of shares outstanding; change 0.02)
Holder of LEVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1508355 (value 34993837; 0.02% of shares outstanding; change 0.03)
Holder of LEVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3206800 (value 74397762; 0.03% of shares outstanding; change 0.08)
Holder of LEVI: Vanguard Explorer Fund
Shares held as of 2026-01-31: 3433793 (value 81071854; 0.04% of shares outstanding; change 0.22)
Holder of LEVI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 930465 (value 21586788; 0.01% of shares outstanding; change 0.04)
Holder of LEVI: IVY FUNDS-Nomura Mid Cap Income Opportunities Fund
Shares held as of 2026-03-31: 1037877 (value 25469502; 0.01% of shares outstanding; change 0.00)
Holder of LEVI: JNL Series Trust-JNL/JPMORGAN MIDCAP GROWTH FUND
Shares held as of 2026-03-31: 935075 (value 22946741; 0.01% of shares outstanding; change 0.51)
Holder of LEVI: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2026-03-31: 3399957 (value 83434947; 0.03% of shares outstanding; change 0.54)
Holder of LEVI: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 1248921 (value 29986593; 0.01% of shares outstanding; change 0.00)
Holder of LEVI: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2026-03-31: 1032900 (value 25347366; 0.01% of shares outstanding; change 0.04)
Holder of LEVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1089147 (value 26727668; 0.01% of shares outstanding; change 0.05)
Holder of LEVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2270342 (value 55714194; 0.02% of shares outstanding; change -0.03)
Holder of LEVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1446898 (value 35506878; 0.01% of shares outstanding; change -0.04)
Holder of LEVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3109171 (value 76299059; 0.03% of shares outstanding; change -0.03)
Holder of LEVI: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 1248921 (value 29487025; 0.01% of shares outstanding; change 0.00)
Holder of LEVI: Vanguard Explorer Fund
Shares held as of 2026-04-30: 3433793 (value 84265283; 0.03% of shares outstanding; change 0.00)
Holder of LEVI: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-05-31: 1248921 (value 30648522; 0.01% of shares outstanding; change 0.00)
Holder of LEXX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 154446 (value 92976; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 196506 (value 114523; 0.00% of shares outstanding; change -0.12)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 172524 (value 109897; 0.00% of shares outstanding; change 0.41)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11622 (value 7403; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 31892 (value 20315; 0.00% of shares outstanding; change 0.17)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 26138 (value 16649; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 222293 (value 124261; 0.00% of shares outstanding; change 0.44)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 171896 (value 100180; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11622 (value 6773; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 31892 (value 18586; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 26138 (value 15233; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 181439 (value 101424; 0.00% of shares outstanding; change -0.08)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 171896 (value 96089; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11622 (value 6496; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 31892 (value 17827; 0.00% of shares outstanding; change 0.00)
Holder of LEXX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 26138 (value 14611; 0.00% of shares outstanding; change 0.00)
Holder of LFAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 86296 (value 862960; 0.01% of shares outstanding; change 1.00)
Holder of LFAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 13128 (value 131280; 0.00% of shares outstanding; change 1.00)
Holder of LFAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1000000; 0.01% of shares outstanding; change 1.00)
Holder of LFAC: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 75000 (value 750000; 0.01% of shares outstanding; change 1.00)
Holder of LFAC: TRT for Professional Managers-CrossingBridge Ultra-Short Duration ETF
Shares held as of 2026-03-31: 20000 (value 200000; 0.00% of shares outstanding; change 1.00)
Holder of LFAC: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 5534 (value 55340; 0.00% of shares outstanding; change 1.00)
Holder of LFAC: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 2374 (value 23740; 0.00% of shares outstanding; change 1.00)
Holder of LFCR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 406847 (value 2042371; 0.01% of shares outstanding; change -0.03)
Holder of LFCR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 822113 (value 4127007; 0.02% of shares outstanding; change 0.07)
Holder of LFCR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 268177 (value 1483018; 0.01% of shares outstanding; change 0.01)
Holder of LFCR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 137845 (value 596868; 0.00% of shares outstanding; change 0.02)
Holder of LFCR: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 78000 (value 337739; 0.00% of shares outstanding; change 0.00)
Holder of LFCR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 218637 (value 1230926; 0.01% of shares outstanding; change 0.12)
Holder of LFCR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 69936 (value 393739; 0.00% of shares outstanding; change 0.00)
Holder of LFCR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 436917 (value 1891850; 0.01% of shares outstanding; change 0.07)
Holder of LFCR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 822113 (value 3559749; 0.02% of shares outstanding; change 0.00)
Holder of LFCR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 70181 (value 395119; 0.00% of shares outstanding; change -0.03)
Holder of LFCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 665186 (value 3339233; 0.02% of shares outstanding; change 0.02)
Holder of LFCR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 217841 (value 1204660; 0.01% of shares outstanding; change 0.00)
Holder of LFCR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 69936 (value 386746; 0.00% of shares outstanding; change 0.00)
Holder of LFCR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 272700 (value 1180790; 0.01% of shares outstanding; change 0.02)
Holder of LFCR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 70643 (value 390655; 0.00% of shares outstanding; change 0.01)
Holder of LFCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 639081 (value 3534118; 0.02% of shares outstanding; change -0.04)
Holder of LFCR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 162279 (value 897402; 0.00% of shares outstanding; change 0.00)
Holder of LFCR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 198393 (value 859041; 0.01% of shares outstanding; change -0.09)
Holder of LFCR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 69936 (value 302822; 0.00% of shares outstanding; change 0.00)
Holder of LFCR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 72572 (value 314236; 0.00% of shares outstanding; change 0.03)
Holder of LFCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 645176 (value 2793612; 0.02% of shares outstanding; change 0.01)
Holder of LFCR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 160607 (value 695428; 0.00% of shares outstanding; change -0.01)
Holder of LFMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 438406 (value 1876377; 0.01% of shares outstanding; change -0.01)
Holder of LFMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1042128 (value 4460308; 0.02% of shares outstanding; change 0.04)
Holder of LFMD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 409651 (value 1765595; 0.01% of shares outstanding; change 2.66)
Holder of LFMD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-01-31: 276326 (value 1190965; 0.01% of shares outstanding; change 0.90)
Holder of LFMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 379244 (value 1634541; 0.01% of shares outstanding; change 0.00)
Holder of LFMD: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 318091 (value 1180117; 0.01% of shares outstanding; change 0.07)
Holder of LFMD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 244591 (value 1196049; 0.01% of shares outstanding; change 0.06)
Holder of LFMD: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 618717 (value 2295440; 0.01% of shares outstanding; change 0.25)
Holder of LFMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 495224 (value 1837281; 0.01% of shares outstanding; change 0.13)
Holder of LFMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1128301 (value 4185996; 0.02% of shares outstanding; change 0.08)
Holder of LFMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 971590 (value 4158405; 0.02% of shares outstanding; change 0.02)
Holder of LFMD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 466670 (value 1731345; 0.01% of shares outstanding; change 0.14)
Holder of LFMD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-04-30: 329711 (value 1223227; 0.01% of shares outstanding; change 0.19)
Holder of LFMD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 243701 (value 1050351; 0.01% of shares outstanding; change 0.00)
Holder of LFMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 394129 (value 1462218; 0.01% of shares outstanding; change 0.04)
Holder of LFMD: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 317403 (value 1491794; 0.01% of shares outstanding; change 0.00)
Holder of LFMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 933681 (value 4024165; 0.02% of shares outstanding; change -0.04)
Holder of LFMD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 227637 (value 844533; 0.00% of shares outstanding; change -0.07)
Holder of LFMD: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 312923 (value 1448833; 0.01% of shares outstanding; change -0.01)
Holder of LFMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 942532 (value 3496793; 0.02% of shares outstanding; change 0.01)
Holder of LFMD: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 529988 (value 1966255; 0.01% of shares outstanding; change 0.69)
Holder of LFST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5044855 (value 38895832; 0.01% of shares outstanding; change 0.29)
Holder of LFST: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 5464919 (value 50304578; 0.01% of shares outstanding; change 0.00)
Holder of LFST: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 7207537 (value 66345377; 0.02% of shares outstanding; change 0.10)
Holder of LFST: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 5190599 (value 40019518; 0.01% of shares outstanding; change 0.13)
Holder of LFST: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-03-31: 4000000 (value 30840000; 0.01% of shares outstanding; change 0.11)
Holder of LFST: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 5000000 (value 38550000; 0.01% of shares outstanding; change 0.11)
Holder of LFST: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 4283486 (value 46689995; 0.01% of shares outstanding; change 0.75)
Holder of LFST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3969204 (value 43264322; 0.01% of shares outstanding; change 0.12)
Holder of LFST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5435411 (value 59245977; 0.01% of shares outstanding; change 0.08)
Holder of LFST: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-03-31: 5942400 (value 45815904; 0.02% of shares outstanding; change 0.00)
Holder of LFST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4069059 (value 31372445; 0.01% of shares outstanding; change 0.01)
Holder of LFST: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 5299699 (value 48783728; 0.01% of shares outstanding; change 0.02)
Holder of LFST: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 5464919 (value 59567615; 0.01% of shares outstanding; change 0.00)
Holder of LFST: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 7207537 (value 78562150; 0.02% of shares outstanding; change 0.00)
Holder of LFST: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-04-30: 4000000 (value 36819999; 0.01% of shares outstanding; change 0.00)
Holder of LFST: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 5000000 (value 46024999; 0.01% of shares outstanding; change 0.00)
Holder of LFST: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-04-30: 5942400 (value 54699791; 0.02% of shares outstanding; change 0.00)
Holder of LFST: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 11877763 (value 109334807; 0.03% of shares outstanding; change 1.00)
Holder of LFST: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 5278805 (value 57538972; 0.01% of shares outstanding; change 0.00)
Holder of LFST: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 3983500 (value 43420148; 0.01% of shares outstanding; change 0.00)
Holder of LFST: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 4979400 (value 54275458; 0.01% of shares outstanding; change 0.00)
Holder of LFST: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-05-31: 5917900 (value 64505107; 0.02% of shares outstanding; change 0.00)
Holder of LFST: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 13717431 (value 149519992; 0.04% of shares outstanding; change 0.15)
Holder of LFST.V: American Growth Fund Inc. American Growth Cannabis Fund
Shares held as of 2022-10-31: 325055 (value 13002; 0.00% of shares outstanding; change 0.00)
Holder of LFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 424436 (value 445657; 0.01% of shares outstanding; change 0.00)
Holder of LFT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 963933 (value 1012129; 0.02% of shares outstanding; change 0.00)
Holder of LFT: ETF Opportunities Trust-Kingsbarn Dividend Opportunity ETF
Shares held as of 2026-01-31: 107864 (value 107864; 0.00% of shares outstanding; change 1.00)
Holder of LFT: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 112249 (value 112249; 0.00% of shares outstanding; change 0.00)
Holder of LFT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 492181 (value 492181; 0.01% of shares outstanding; change 0.00)
Holder of LFT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 226819 (value 181387; 0.00% of shares outstanding; change 0.02)
Holder of LFT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 387828 (value 395584; 0.01% of shares outstanding; change 0.52)
Holder of LFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 424436 (value 339421; 0.01% of shares outstanding; change 0.00)
Holder of LFT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 963933 (value 770857; 0.02% of shares outstanding; change 0.00)
Holder of LFT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 115321 (value 117627; 0.00% of shares outstanding; change -0.01)
Holder of LFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 885276 (value 929539; 0.02% of shares outstanding; change 0.30)
Holder of LFT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 383528 (value 402704; 0.01% of shares outstanding; change 0.00)
Holder of LFT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 386417 (value 386417; 0.01% of shares outstanding; change 0.00)
Holder of LFT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 490851 (value 392533; 0.01% of shares outstanding; change 0.00)
Holder of LFT: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 237023 (value 189547; 0.00% of shares outstanding; change 1.00)
Holder of LFT: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 87256 (value 69778; 0.00% of shares outstanding; change -0.22)
Holder of LFT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 116080 (value 116080; 0.00% of shares outstanding; change 0.01)
Holder of LFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 850545 (value 850545; 0.02% of shares outstanding; change -0.04)
Holder of LFT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 379148 (value 379148; 0.01% of shares outstanding; change -0.01)
Holder of LFT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 365565 (value 292342; 0.01% of shares outstanding; change -0.05)
Holder of LFT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 114562 (value 91615; 0.00% of shares outstanding; change -0.01)
Holder of LFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 858654 (value 686665; 0.02% of shares outstanding; change 0.01)
Holder of LFT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 382360 (value 305773; 0.01% of shares outstanding; change 0.01)
Holder of LFTO: -American Century Small Cap Value Insights ETF
Shares held as of 2026-06-30: 658 (value 14568; 0.00% of shares outstanding; change 1.00)
Holder of LFTO: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 39773 (value 880574; 0.00% of shares outstanding; change 1.00)
Holder of LFTO: Goldman Sachs ETF Trust-Goldman Sachs Future Tech Leaders Equity ETF
Shares held as of 2026-06-30: 75436 (value 1670152; 0.00% of shares outstanding; change 1.00)
Holder of LFUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 268425 (value 125319578; 0.01% of shares outstanding; change 0.01)
Holder of LFUS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 319088 (value 148972613; 0.01% of shares outstanding; change -0.03)
Holder of LFUS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 565294 (value 263918807; 0.02% of shares outstanding; change -0.04)
Holder of LFUS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 780847 (value 364554035; 0.03% of shares outstanding; change 0.00)
Holder of LFUS: Vanguard Explorer Fund
Shares held as of 2026-01-31: 339633 (value 166114502; 0.01% of shares outstanding; change 1.00)
Holder of LFUS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 576600 (value 233442267; 0.02% of shares outstanding; change 0.03)
Holder of LFUS: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 298118 (value 120696049; 0.01% of shares outstanding; change -0.13)
Holder of LFUS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 415144 (value 165123526; 0.02% of shares outstanding; change -0.14)
Holder of LFUS: Trust for Professional Managers-Mairs & Power Growth Fund
Shares held as of 2026-03-31: 419529 (value 174008038; 0.02% of shares outstanding; change -0.06)
Holder of LFUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 277926 (value 112521116; 0.01% of shares outstanding; change 0.04)
Holder of LFUS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 324229 (value 131267348; 0.01% of shares outstanding; change 0.02)
Holder of LFUS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 578949 (value 234393283; 0.02% of shares outstanding; change 0.02)
Holder of LFUS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 801049 (value 324312686; 0.03% of shares outstanding; change 0.03)
Holder of LFUS: Vanguard Explorer Fund
Shares held as of 2026-04-30: 287863 (value 116544209; 0.01% of shares outstanding; change -0.15)
Holder of LFUS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 841278 (value 411469074; 0.03% of shares outstanding; change 0.02)
Holder of LFUS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 844796 (value 342024096; 0.03% of shares outstanding; change 0.00)
Holder of LFUS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 260046 (value 105282219; 0.01% of shares outstanding; change -0.37)
Holder of LFUS: Trust for Professional Managers-Mairs & Power Growth Fund
Shares held as of 2026-06-30: 314529 (value 127340206; 0.01% of shares outstanding; change -0.25)
Holder of LFVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 110878 (value 872609; 0.01% of shares outstanding; change 0.00)
Holder of LFVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 307743 (value 2421937; 0.02% of shares outstanding; change 0.00)
Holder of LFVN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 42829 (value 260400; 0.00% of shares outstanding; change 0.00)
Holder of LFVN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 72727 (value 442180; 0.01% of shares outstanding; change 0.00)
Holder of LFVN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 110892 (value 674223; 0.01% of shares outstanding; change 0.05)
Holder of LFVN: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 53047 (value 346396; 0.00% of shares outstanding; change 0.02)
Holder of LFVN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 61690 (value 615049; 0.00% of shares outstanding; change 0.14)
Holder of LFVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 110878 (value 724033; 0.01% of shares outstanding; change 0.00)
Holder of LFVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 307743 (value 2009561; 0.02% of shares outstanding; change 0.00)
Holder of LFVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 248458 (value 1955364; 0.02% of shares outstanding; change 0.02)