speb/financial-data huggingface dataset:
Holder of SCD: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 42390 (value 653229; 0.00% of shares outstanding; change 0.10)
Holder of SCG.AX: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 41751896 (value 149263030; 0.01% of shares outstanding; change 0.00)
Holder of SCG.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 49176704 (value 175806719; 0.01% of shares outstanding; change 0.02)
Holder of SCG.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-01-31: 35918654 (value 137927628; 0.01% of shares outstanding; change -0.03)
Holder of SCG.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 56186276 (value 200865939; 0.01% of shares outstanding; change 0.00)
Holder of SCG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 18073072 (value 69400594; 0.00% of shares outstanding; change -0.05)
Holder of SCG.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 76609230 (value 294179436; 0.01% of shares outstanding; change 0.01)
Holder of SCG.AX: MFS SERIES TRUST XIII-MFS Global Real Estate Fund
Shares held as of 2026-02-28: 19365252 (value 75330832; 0.00% of shares outstanding; change 0.02)
Holder of SCG.AX: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 44623930 (value 173587092; 0.01% of shares outstanding; change 0.07)
Holder of SCG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 19179596 (value 68567056; 0.00% of shares outstanding; change 0.01)
Holder of SCG.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 59120371 (value 227022219; 0.01% of shares outstanding; change 0.05)
Holder of SCG.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 50410083 (value 196095228; 0.01% of shares outstanding; change 0.03)
Holder of SCG.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-04-30: 35320946 (value 137398483; 0.01% of shares outstanding; change -0.02)
Holder of SCG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 19390963 (value 74461296; 0.00% of shares outstanding; change 0.01)
Holder of SCG.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 59760080 (value 232466717; 0.01% of shares outstanding; change 0.01)
Holder of SCG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 18434747 (value 71711167; 0.00% of shares outstanding; change 0.02)
Holder of SCG.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 76539566 (value 297738919; 0.01% of shares outstanding; change 0.00)
Holder of SCG.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 36734605 (value 141060880; 0.01% of shares outstanding; change 0.01)
Holder of SCG.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 18074201 (value 69404930; 0.00% of shares outstanding; change 0.00)
Holder of SCG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 19609564 (value 76281206; 0.00% of shares outstanding; change 0.01)
Holder of SCG.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 37755682 (value 146869606; 0.01% of shares outstanding; change 0.03)
Holder of SCG.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 18257725 (value 71022552; 0.00% of shares outstanding; change 0.01)
Holder of SCHL: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 324632 (value 13147596; 0.02% of shares outstanding; change 0.11)
Holder of SCHL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 245199 (value 9930559; 0.01% of shares outstanding; change 0.04)
Holder of SCHL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 572850 (value 23200425; 0.03% of shares outstanding; change 0.03)
Holder of SCHL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 627761 (value 27144386; 0.03% of shares outstanding; change 0.00)
Holder of SCHL: BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund
Shares held as of 2026-02-28: 631707 (value 29664960; 0.03% of shares outstanding; change 0.09)
Holder of SCHL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 199854 (value 8641687; 0.01% of shares outstanding; change 0.01)
Holder of SCHL: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 325009 (value 14024138; 0.02% of shares outstanding; change -0.06)
Holder of SCHL: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-03-31: 211649 (value 9134770; 0.01% of shares outstanding; change 0.08)
Holder of SCHL: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 402076 (value 17349580; 0.02% of shares outstanding; change 0.24)
Holder of SCHL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 256403 (value 11063789; 0.01% of shares outstanding; change 0.05)
Holder of SCHL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 572850 (value 24718478; 0.03% of shares outstanding; change 0.00)
Holder of SCHL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 504529 (value 20433424; 0.02% of shares outstanding; change 0.02)
Holder of SCHL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 690792 (value 29814582; 0.03% of shares outstanding; change 0.02)
Holder of SCHL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 627761 (value 27087888; 0.03% of shares outstanding; change 0.00)
Holder of SCHL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1233391 (value 52826138; 0.06% of shares outstanding; change -0.10)
Holder of SCHL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 484780 (value 20961888; 0.02% of shares outstanding; change -0.04)
Holder of SCHL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 710163 (value 30707449; 0.03% of shares outstanding; change 0.03)
Holder of SCHL: BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund
Shares held as of 2026-05-31: 631707 (value 27258158; 0.03% of shares outstanding; change 0.00)
Holder of SCHL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1231377 (value 53133919; 0.06% of shares outstanding; change 0.00)
Holder of SCHL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 495554 (value 21383155; 0.02% of shares outstanding; change 0.02)
Holder of SCHL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 720456 (value 31087677; 0.03% of shares outstanding; change 0.01)
Holder of SCHL: Hennessy Funds Trust-Hennessy Cornerstone Growth Fund
Shares held as of 2026-06-30: 227000 (value 9795050; 0.01% of shares outstanding; change 1.00)
Holder of SCHP.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 382375 (value 99876354; 0.01% of shares outstanding; change 0.02)
Holder of SCHP.SW: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 1583092 (value 426168385; 0.04% of shares outstanding; change -0.06)
Holder of SCHP.SW: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 535676 (value 144203985; 0.01% of shares outstanding; change -0.06)
Holder of SCHP.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 594281 (value 159980452; 0.01% of shares outstanding; change 0.01)
Holder of SCHP.SW: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 359413 (value 90500194; 0.01% of shares outstanding; change -0.02)
Holder of SCHP.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 149458 (value 39038431; 0.00% of shares outstanding; change 0.00)
Holder of SCHP.SW: Fidelity Investment Trust-Fidelity International Growth Fund
Shares held as of 2026-03-31: 248423 (value 64888090; 0.01% of shares outstanding; change 0.08)
Holder of SCHP.SW: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-03-31: 453348 (value 118414503; 0.01% of shares outstanding; change 0.02)
Holder of SCHP.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 391804 (value 98656248; 0.01% of shares outstanding; change 0.02)
Holder of SCHP.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 151170 (value 40694965; 0.00% of shares outstanding; change 0.01)
Holder of SCHP.SW: Fidelity Investment Trust-Fidelity International Growth Fund
Shares held as of 2026-04-30: 248423 (value 66875474; 0.01% of shares outstanding; change 0.00)
Holder of SCHP.SW: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-04-30: 459148 (value 123602647; 0.01% of shares outstanding; change 0.01)
Holder of SCHP.SW: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 1583092 (value 398622570; 0.04% of shares outstanding; change 0.00)
Holder of SCHP.SW: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 535676 (value 134883218; 0.01% of shares outstanding; change 0.00)
Holder of SCHP.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 592588 (value 149213660; 0.01% of shares outstanding; change 0.00)
Holder of SCHP.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 290837 (value 78293323; 0.01% of shares outstanding; change 0.01)
Holder of SCHP.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 141249 (value 38024232; 0.00% of shares outstanding; change 0.00)
Holder of SCHP.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 152404 (value 38375327; 0.00% of shares outstanding; change 0.01)
Holder of SCHP.SW: Fidelity Investment Trust-Fidelity International Growth Fund
Shares held as of 2026-05-31: 255423 (value 64315512; 0.01% of shares outstanding; change 0.03)
Holder of SCHP.SW: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 458548 (value 115462387; 0.01% of shares outstanding; change 0.00)
Holder of SCHP.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 297037 (value 74793917; 0.01% of shares outstanding; change 0.03)
Holder of SCHP.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 142661 (value 35922040; 0.00% of shares outstanding; change 0.01)
Holder of SCHW: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 52225135 (value 4561865462; 0.03% of shares outstanding; change -0.09)
Holder of SCHW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 42119581 (value 3679145336; 0.02% of shares outstanding; change 0.00)
Holder of SCHW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 53049053 (value 4633834698; 0.03% of shares outstanding; change -0.02)
Holder of SCHW: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 51357235 (value 5236897315; 0.03% of shares outstanding; change -0.02)
Holder of SCHW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 21331276 (value 1863286926; 0.01% of shares outstanding; change 0.00)
Holder of SCHW: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 12840504 (value 1309346208; 0.01% of shares outstanding; change 0.71)
Holder of SCHW: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 15262992 (value 1556367312; 0.01% of shares outstanding; change 0.00)
Holder of SCHW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 42446428 (value 4328262314; 0.02% of shares outstanding; change 0.01)
Holder of SCHW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 52859641 (value 5390097657; 0.03% of shares outstanding; change 0.00)
Holder of SCHW: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 15396572 (value 1569988465; 0.01% of shares outstanding; change -0.01)
Holder of SCHW: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 9417501 (value 822618697; 0.01% of shares outstanding; change -0.02)
Holder of SCHW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 21404914 (value 1962830548; 0.01% of shares outstanding; change 0.00)
Holder of SCHW: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 11684042 (value 1071426615; 0.01% of shares outstanding; change 0.03)
Holder of SCHW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 19984185 (value 1775394922; 0.01% of shares outstanding; change 0.03)
Holder of SCHW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 21604905 (value 1981169722; 0.01% of shares outstanding; change 0.01)
Holder of SCHW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 21375133 (value 2179622338; 0.01% of shares outstanding; change 0.00)
Holder of SCHW: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 11227747 (value 1157805301; 0.01% of shares outstanding; change -0.04)
Holder of SCHW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 20129556 (value 2075759870; 0.01% of shares outstanding; change 0.01)
Holder of SCHW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 22006605 (value 2244013538; 0.01% of shares outstanding; change 0.02)
Holder of SCHW: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 11129650 (value 1134890424; 0.01% of shares outstanding; change -0.01)
Holder of SCHW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 19758128 (value 2014736336; 0.01% of shares outstanding; change -0.02)
Holder of SCI: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 2213400 (value 166425551; 0.02% of shares outstanding; change 1.52)
Holder of SCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1510427 (value 113569009; 0.01% of shares outstanding; change 0.00)
Holder of SCI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3023384 (value 227328250; 0.02% of shares outstanding; change -0.05)
Holder of SCI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1949395 (value 146575014; 0.01% of shares outstanding; change -0.04)
Holder of SCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4213793 (value 316835105; 0.03% of shares outstanding; change 0.00)
Holder of SCI: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1628247 (value 134053578; 0.01% of shares outstanding; change 0.03)
Holder of SCI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1201555 (value 83724352; 0.01% of shares outstanding; change 1.89)
Holder of SCI: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2691800 (value 221615898; 0.02% of shares outstanding; change 0.22)
Holder of SCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1553723 (value 127918017; 0.01% of shares outstanding; change 0.03)
Holder of SCI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3050018 (value 251107987; 0.02% of shares outstanding; change 0.01)
Holder of SCI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1942026 (value 159887004; 0.01% of shares outstanding; change 0.00)
Holder of SCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4200987 (value 345867267; 0.03% of shares outstanding; change 0.00)
Holder of SCI: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 1107300 (value 83257889; 0.01% of shares outstanding; change 0.00)
Holder of SCI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1227024 (value 90333510; 0.01% of shares outstanding; change 0.02)
Holder of SCI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1053303 (value 73394153; 0.01% of shares outstanding; change 0.00)
Holder of SCI: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 1107300 (value 81519429; 0.01% of shares outstanding; change 0.00)
Holder of SCI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4700003 (value 327496210; 0.03% of shares outstanding; change 0.02)
Holder of SCI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1279490 (value 105340414; 0.01% of shares outstanding; change 0.04)
Holder of SCI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1043018 (value 80802605; 0.01% of shares outstanding; change -0.01)
Holder of SCI: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 1107300 (value 91164011; 0.01% of shares outstanding; change 0.00)
Holder of SCI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4723067 (value 388850114; 0.03% of shares outstanding; change 0.00)
Holder of SCI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1061564 (value 87398566; 0.01% of shares outstanding; change 0.02)
Holder of SCII: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 11235 (value 113248; 0.00% of shares outstanding; change 1.00)
Holder of SCII: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 14780 (value 148982; 0.00% of shares outstanding; change 1.00)
Holder of SCII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6909 (value 69366; 0.00% of shares outstanding; change 0.00)
Holder of SCII: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 18884 (value 190350; 0.00% of shares outstanding; change 1.00)
Holder of SCII: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 582567 (value 5872275; 0.03% of shares outstanding; change 1.00)
Holder of SCII: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 88538 (value 892463; 0.01% of shares outstanding; change 1.00)
Holder of SCII: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 23191 (value 233765; 0.00% of shares outstanding; change 1.00)
Holder of SCII: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 4171 (value 41876; 0.00% of shares outstanding; change 1.00)
Holder of SCII: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 411153 (value 4144422; 0.02% of shares outstanding; change 1.00)
Holder of SCII: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 99757 (value 1005550; 0.01% of shares outstanding; change 1.00)
Holder of SCII: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 15589 (value 157137; 0.00% of shares outstanding; change 1.00)
Holder of SCII: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 22150 (value 223271; 0.00% of shares outstanding; change 1.00)
Holder of SCKT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 46130 (value 44284; 0.01% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 46067 (value 40313; 0.01% of shares outstanding; change 0.45)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1296 (value 1134; 0.00% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6519 (value 5704; 0.00% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 756 (value 661; 0.00% of shares outstanding; change 0.00)
Holder of SCKT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 46130 (value 21731; 0.01% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 45899 (value 32285; 0.01% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1296 (value 911; 0.00% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6519 (value 4585; 0.00% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 756 (value 531; 0.00% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 45899 (value 21623; 0.01% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1296 (value 610; 0.00% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6519 (value 3071; 0.00% of shares outstanding; change 0.00)
Holder of SCKT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 756 (value 356; 0.00% of shares outstanding; change 0.00)
Holder of SCL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 232774 (value 12302105; 0.01% of shares outstanding; change 0.04)
Holder of SCL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 488326 (value 25808028; 0.02% of shares outstanding; change -0.04)
Holder of SCL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 314419 (value 16617043; 0.01% of shares outstanding; change -0.04)
Holder of SCL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 681056 (value 35993808; 0.03% of shares outstanding; change 0.00)
Holder of SCL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 218561 (value 11789180; 0.01% of shares outstanding; change -0.18)
Holder of SCL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 211697 (value 11418935; 0.01% of shares outstanding; change 0.01)
Holder of SCL: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 233263 (value 13428950; 0.01% of shares outstanding; change 0.12)
Holder of SCL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 238823 (value 13749040; 0.01% of shares outstanding; change 0.03)
Holder of SCL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 496913 (value 28607281; 0.02% of shares outstanding; change 0.02)
Holder of SCL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 315813 (value 18181354; 0.01% of shares outstanding; change 0.00)
Holder of SCL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 681056 (value 39208393; 0.03% of shares outstanding; change 0.00)
Holder of SCL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 526786 (value 27840639; 0.02% of shares outstanding; change 0.02)
Holder of SCL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 676988 (value 34715943; 0.03% of shares outstanding; change 0.11)
Holder of SCL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 214273 (value 12335696; 0.01% of shares outstanding; change 0.01)
Holder of SCL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1311069 (value 70719060; 0.06% of shares outstanding; change 0.02)
Holder of SCL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 506129 (value 27300597; 0.02% of shares outstanding; change -0.04)
Holder of SCL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 733377 (value 39558354; 0.03% of shares outstanding; change 0.08)
Holder of SCL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1302262 (value 74971222; 0.06% of shares outstanding; change -0.01)
Holder of SCL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 515845 (value 29697196; 0.02% of shares outstanding; change 0.02)
Holder of SCL: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 206315 (value 11877554; 0.01% of shares outstanding; change 0.03)
Holder of SCL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 800100 (value 46061756; 0.04% of shares outstanding; change 0.09)
Holder of SCLX: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 3008 (value 21056; 0.00% of shares outstanding; change 13.46)
Holder of SCLX: Brighthouse Funds Trust II-MetLife Russell 2000 Index Portfolio
Shares held as of 2025-12-31: 627 (value 5580; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 6900 (value 61409; 0.00% of shares outstanding; change -0.04)
Holder of SCLX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 76511 (value 680947; 0.01% of shares outstanding; change 0.00)
Holder of SCLX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 169796 (value 1511184; 0.02% of shares outstanding; change 0.07)
Holder of SCLX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 3805 (value 33864; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 2317 (value 20621; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 3008 (value 20574; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: Brighthouse Funds Trust II-MetLife Russell 2000 Index Portfolio
Shares held as of 2026-03-31: 627 (value 4288; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 1356 (value 9275; 0.00% of shares outstanding; change 0.30)
Holder of SCLX: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 6900 (value 47196; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 76511 (value 523335; 0.01% of shares outstanding; change 0.00)
Holder of SCLX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 176617 (value 1208060; 0.02% of shares outstanding; change 0.04)
Holder of SCLX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 3805 (value 26026; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 7117 (value 48680; 0.00% of shares outstanding; change 2.07)
Holder of SCLX: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 14742 (value 131203; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 17630 (value 123410; 0.00% of shares outstanding; change 0.10)
Holder of SCLX: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 14742 (value 110122; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 17630 (value 131696; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 14742 (value 100835; 0.00% of shares outstanding; change 0.00)
Holder of SCLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 17630 (value 120589; 0.00% of shares outstanding; change 0.00)
Holder of SCM: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-01-31: 619 (value 5134; 0.00% of shares outstanding; change -0.83)
Holder of SCM: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 61322 (value 512038; 0.00% of shares outstanding; change 0.07)
Holder of SCM: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-04-30: 710 (value 4977; 0.00% of shares outstanding; change 0.15)
Holder of SCM: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 51503 (value 361036; 0.00% of shares outstanding; change -0.16)
Holder of SCMN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 240354 (value 159474879; 0.00% of shares outstanding; change 0.02)
Holder of SCMN.SW: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 94854 (value 60516852; 0.00% of shares outstanding; change 0.00)
Holder of SCMN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 372053 (value 237369814; 0.01% of shares outstanding; change 0.01)
Holder of SCMN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 95247 (value 63196384; 0.00% of shares outstanding; change 0.01)
Holder of SCMN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 114023 (value 75654260; 0.00% of shares outstanding; change 0.00)
Holder of SCMN.SW: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 274386 (value 169707741; 0.01% of shares outstanding; change 0.00)
Holder of SCMN.SW: THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund
Shares held as of 2026-03-31: 143600 (value 89391000; 0.00% of shares outstanding; change 1.00)
Holder of SCMN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 246204 (value 153261990; 0.00% of shares outstanding; change 0.02)
Holder of SCMN.SW: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 94854 (value 59046615; 0.00% of shares outstanding; change 0.00)
Holder of SCMN.SW: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 95039 (value 59161777; 0.00% of shares outstanding; change 0.13)
Holder of SCMN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 96393 (value 61498734; 0.00% of shares outstanding; change 0.01)
Holder of SCMN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 119122 (value 75999836; 0.00% of shares outstanding; change 0.04)
Holder of SCMN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 371703 (value 231385117; 0.01% of shares outstanding; change 0.00)
Holder of SCMN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 184302 (value 117584676; 0.00% of shares outstanding; change 0.02)
Holder of SCMN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 90310 (value 57617780; 0.00% of shares outstanding; change 0.01)
Holder of SCMN.SW: iShares Trust-iShares MSCI EAFE Min Vol Factor ETF
Shares held as of 2026-04-30: 90271 (value 57592898; 0.00% of shares outstanding; change 0.01)
Holder of SCMN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 97371 (value 60613447; 0.00% of shares outstanding; change 0.01)
Holder of SCMN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 122258 (value 76105605; 0.00% of shares outstanding; change 0.03)
Holder of SCMN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 189991 (value 118269397; 0.00% of shares outstanding; change 0.03)
Holder of SCMN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 90310 (value 56217975; 0.00% of shares outstanding; change 0.00)
Holder of SCMN.SW: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 274386 (value 170805285; 0.01% of shares outstanding; change 0.00)
Holder of SCNI: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 2 (value 0; 0.00% of shares outstanding; change 0.00)
Holder of SCNI: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 2 (value 0; 0.00% of shares outstanding; change 0.00)
Holder of SCNX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 408091 (value 168541; 0.01% of shares outstanding; change 5.46)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 264912 (value 95368; 0.01% of shares outstanding; change 0.43)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 45351 (value 16326; 0.00% of shares outstanding; change 0.00)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 53466 (value 19247; 0.00% of shares outstanding; change 0.00)
Holder of SCNX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 408091 (value 150708; 0.01% of shares outstanding; change 0.00)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 263948 (value 103388; 0.01% of shares outstanding; change 0.00)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 45351 (value 17763; 0.00% of shares outstanding; change 0.00)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 53466 (value 20942; 0.00% of shares outstanding; change 0.00)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 263948 (value 97475; 0.01% of shares outstanding; change 0.00)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 45351 (value 16748; 0.00% of shares outstanding; change 0.00)
Holder of SCNX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 53466 (value 19744; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 8947 (value 71128; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 33826 (value 271284; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 116444 (value 933880; 0.01% of shares outstanding; change 0.00)
Holder of SCOR: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 8947 (value 65402; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 25010 (value 198829; 0.00% of shares outstanding; change 0.33)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6292 (value 50021; 0.00% of shares outstanding; change 0.24)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7182 (value 57096; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 36231 (value 264848; 0.00% of shares outstanding; change 0.07)
Holder of SCOR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 147401 (value 1077501; 0.01% of shares outstanding; change 0.27)
Holder of SCOR: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 13478 (value 107150; 0.00% of shares outstanding; change 0.10)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 24919 (value 178046; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6292 (value 44956; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7182 (value 51315; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 54805 (value 400624; 0.00% of shares outstanding; change -0.11)
Holder of SCOR: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-04-30: 161750 (value 1211507; 0.01% of shares outstanding; change -0.27)
Holder of SCOR: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-04-30: 6845 (value 54417; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 13562 (value 96900; 0.00% of shares outstanding; change 0.01)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 24919 (value 182157; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6292 (value 45994; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7182 (value 52500; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-05-31: 158250 (value 1156807; 0.01% of shares outstanding; change -0.02)
Holder of SCOR: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-05-31: 6845 (value 51269; 0.00% of shares outstanding; change 0.00)
Holder of SCOR: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 13646 (value 99752; 0.00% of shares outstanding; change 0.01)
Holder of SCOR: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-06-30: 6845 (value 50036; 0.00% of shares outstanding; change 0.00)
Holder of SCPQ: 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 SCR.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1640178 (value 50025429; 0.01% of shares outstanding; change 0.02)
Holder of SCR.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1279781 (value 40236315; 0.01% of shares outstanding; change 0.00)
Holder of SCR.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 635994 (value 19995651; 0.00% of shares outstanding; change 0.00)
Holder of SCR.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 793895 (value 24960059; 0.00% of shares outstanding; change 0.00)
Holder of SCR.PA: Principal Funds, Inc-Overseas Fund
Shares held as of 2026-01-31: 468284 (value 14722849; 0.00% of shares outstanding; change 0.24)
Holder of SCR.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2535744 (value 79723792; 0.01% of shares outstanding; change 0.01)
Holder of SCR.PA: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 858544 (value 26992623; 0.00% of shares outstanding; change -0.07)
Holder of SCR.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1684803 (value 53711518; 0.01% of shares outstanding; change 0.03)
Holder of SCR.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1279781 (value 40799417; 0.01% of shares outstanding; change 0.00)
Holder of SCR.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 635994 (value 20275488; 0.00% of shares outstanding; change 0.00)
Holder of SCR.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 793895 (value 25309371; 0.00% of shares outstanding; change 0.00)
Holder of SCR.PA: First TRT Exch-Trd Fd. II-First TRT STOXX European Select Dividend Ind
Shares held as of 2026-04-30: 703876 (value 21468218; 0.00% of shares outstanding; change 0.00)
Holder of SCR.PA: Principal Funds, Inc-Overseas Fund
Shares held as of 2026-04-30: 468284 (value 14928893; 0.00% of shares outstanding; change 0.00)
Holder of SCR.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2534682 (value 80805660; 0.01% of shares outstanding; change 0.00)
Holder of SCR.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1119945 (value 35211071; 0.01% of shares outstanding; change 0.01)
Holder of SCR.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 636053 (value 19997506; 0.00% of shares outstanding; change 0.00)
Holder of SCR.PA: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 459938 (value 14662823; 0.00% of shares outstanding; change 1.00)
Holder of SCR.PA: First TRT Exch-Trd Fd. II-First TRT STOXX European Select Dividend Ind
Shares held as of 2026-05-31: 711967 (value 22697507; 0.00% of shares outstanding; change 0.01)
Holder of SCR.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1128725 (value 35983752; 0.01% of shares outstanding; change 0.01)
Holder of SCR.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 622569 (value 19847499; 0.00% of shares outstanding; change -0.02)
Holder of SCR.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1640178 (value 46843482; 0.01% of shares outstanding; change 0.02)
Holder of SCR.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1279781 (value 36422566; 0.01% of shares outstanding; change 0.00)
Holder of SCR.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 635994 (value 18100388; 0.00% of shares outstanding; change 0.00)
Holder of SCR.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 793895 (value 22594250; 0.00% of shares outstanding; change 0.00)
Holder of SCR.SW: Principal Funds, Inc-Overseas Fund
Shares held as of 2026-01-31: 468284 (value 13327362; 0.00% of shares outstanding; change 0.24)
Holder of SCR.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2535744 (value 72167271; 0.01% of shares outstanding; change 0.01)
Holder of SCR.SW: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 858544 (value 24434161; 0.00% of shares outstanding; change -0.07)
Holder of SCR.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1684803 (value 51218010; 0.01% of shares outstanding; change 0.03)
Holder of SCR.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1279781 (value 38905341; 0.01% of shares outstanding; change 0.00)
Holder of SCR.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 635994 (value 19334217; 0.00% of shares outstanding; change 0.00)
Holder of SCR.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 793895 (value 24134407; 0.00% of shares outstanding; change 0.00)
Holder of SCR.SW: First TRT Exch-Trd Fd. II-First TRT STOXX European Select Dividend Ind
Shares held as of 2026-04-30: 703876 (value 20102698; 0.00% of shares outstanding; change 0.00)
Holder of SCR.SW: Principal Funds, Inc-Overseas Fund
Shares held as of 2026-04-30: 468284 (value 14235833; 0.00% of shares outstanding; change 0.00)
Holder of SCR.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2534682 (value 77054331; 0.01% of shares outstanding; change 0.00)
Holder of SCR.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1119945 (value 31873633; 0.01% of shares outstanding; change 0.01)
Holder of SCR.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 636053 (value 18102067; 0.00% of shares outstanding; change 0.00)
Holder of SCR.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 459938 (value 13982115; 0.00% of shares outstanding; change 1.00)
Holder of SCR.SW: First TRT Exch-Trd Fd. II-First TRT STOXX European Select Dividend Ind
Shares held as of 2026-05-31: 711967 (value 21643796; 0.00% of shares outstanding; change 0.01)
Holder of SCR.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1128725 (value 34313239; 0.01% of shares outstanding; change 0.01)
Holder of SCR.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 622569 (value 18926097; 0.00% of shares outstanding; change -0.02)
Holder of SCR.SW: First TRT Exch-Trd Fd. II-First TRT STOXX European Select Dividend Ind
Shares held as of 2026-06-30: 682929 (value 20761041; 0.00% of shares outstanding; change -0.04)
Holder of SCSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 473736 (value 21919764; 0.02% of shares outstanding; change 0.01)
Holder of SCSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 305018 (value 14113182; 0.02% of shares outstanding; change 0.02)
Holder of SCSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 654901 (value 30302269; 0.03% of shares outstanding; change 0.08)
Holder of SCSC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 369244 (value 18262807; 0.02% of shares outstanding; change -0.02)
Holder of SCSC: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 275549 (value 12749652; 0.01% of shares outstanding; change 0.36)
Holder of SCSC: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 537848 (value 29517098; 0.03% of shares outstanding; change 0.03)
Holder of SCSC: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 293775 (value 16122372; 0.01% of shares outstanding; change 0.24)
Holder of SCSC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 468622 (value 25717975; 0.02% of shares outstanding; change -0.01)