speb/financial-data huggingface dataset:
Holder of FVCB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 147849 (value 2661282; 0.01% of shares outstanding; change -0.01)
Holder of FVCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 373672 (value 6300110; 0.03% of shares outstanding; change -0.04)
Holder of FVCB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 135919 (value 2291594; 0.01% of shares outstanding; change -0.01)
Holder of FVCB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 127393 (value 2147846; 0.01% of shares outstanding; change 0.50)
Holder of FVCB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 71484 (value 1286712; 0.01% of shares outstanding; change 0.00)
Holder of FVCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 377223 (value 6790014; 0.03% of shares outstanding; change 0.01)
Holder of FVCB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 137074 (value 2467332; 0.01% of shares outstanding; change 0.01)
Holder of FVCB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 172407 (value 3103326; 0.02% of shares outstanding; change 0.35)
Holder of FVI.TO: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 3261702 (value 41880254; 0.01% of shares outstanding; change 0.10)
Holder of FVI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 5225954 (value 67101250; 0.02% of shares outstanding; change 0.00)
Holder of FVI.TO: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 3584980 (value 46031143; 0.01% of shares outstanding; change 0.00)
Holder of FVI.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2850219 (value 36596812; 0.01% of shares outstanding; change 0.84)
Holder of FVI.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 6430850 (value 77748977; 0.02% of shares outstanding; change -0.33)
Holder of FVI.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2937730 (value 33607629; 0.01% of shares outstanding; change 0.58)
Holder of FVI.TO: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-04-30: 3829450 (value 46298051; 0.01% of shares outstanding; change 0.17)
Holder of FVI.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 6124034 (value 76427941; 0.02% of shares outstanding; change 0.01)
Holder of FVI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 5225954 (value 63181784; 0.02% of shares outstanding; change 0.00)
Holder of FVI.TO: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-04-30: 3142163 (value 39214192; 0.01% of shares outstanding; change 0.13)
Holder of FVI.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 9583908 (value 119607167; 0.03% of shares outstanding; change -0.16)
Holder of FVI.TO: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-04-30: 3584980 (value 43342408; 0.01% of shares outstanding; change 0.00)
Holder of FVI.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4446665 (value 53760180; 0.01% of shares outstanding; change 0.56)
Holder of FVI.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 11212162 (value 154391475; 0.04% of shares outstanding; change 0.00)
Holder of FVI.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 6301168 (value 86767086; 0.02% of shares outstanding; change -0.02)
Holder of FVI.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 6197949 (value 79581666; 0.02% of shares outstanding; change 0.01)
Holder of FVI.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 9373372 (value 107231371; 0.03% of shares outstanding; change -0.21)
Holder of FVI.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 11072095 (value 133861630; 0.04% of shares outstanding; change -0.01)
Holder of FVI.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 6166392 (value 74181694; 0.02% of shares outstanding; change -0.02)
Holder of FVI.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 6231991 (value 75344772; 0.02% of shares outstanding; change 0.01)
Holder of FVI.TO: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-06-30: 2938719 (value 35529113; 0.01% of shares outstanding; change 0.04)
Holder of FVI.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 9140162 (value 110504559; 0.03% of shares outstanding; change -0.02)
Holder of FVI.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 6621788 (value 80057417; 0.02% of shares outstanding; change 0.07)
Holder of FVL.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-01-31: 5666 (value 6005; 0.00% of shares outstanding; change 0.00)
Holder of FVL.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 31688 (value 33589; 0.00% of shares outstanding; change 0.00)
Holder of FVL.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 46600 (value 49395; 0.00% of shares outstanding; change 0.00)
Holder of FVL.TO: -The Frontier Economic Fund
Shares held as of 2026-02-28: 1848 (value 1755; 0.00% of shares outstanding; change 0.20)
Holder of FVL.TO: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 150000 (value 142499; 0.00% of shares outstanding; change 0.00)
Holder of FVL.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 40369 (value 38350; 0.00% of shares outstanding; change 6.12)
Holder of FVL.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 16411 (value 15590; 0.00% of shares outstanding; change 1.00)
Holder of FVL.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 46600 (value 44269; 0.00% of shares outstanding; change 0.00)
Holder of FVL.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 280450 (value 266427; 0.00% of shares outstanding; change 1.00)
Holder of FVN: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 35000 (value 379750; 0.00% of shares outstanding; change 0.00)
Holder of FVN: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 17702 (value 192066; 0.00% of shares outstanding; change 0.00)
Holder of FVN: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 6535 (value 70904; 0.00% of shares outstanding; change 0.00)
Holder of FVN: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 322503 (value 3499157; 0.04% of shares outstanding; change 0.00)
Holder of FVN: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 65000 (value 705250; 0.01% of shares outstanding; change 0.00)
Holder of FVN: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 17683 (value 191860; 0.00% of shares outstanding; change 0.00)
Holder of FVN: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 8312 (value 91432; 0.00% of shares outstanding; change 0.00)
Holder of FVN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1077 (value 11685; 0.00% of shares outstanding; change 0.00)
Holder of FVN: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 35000 (value 385000; 0.00% of shares outstanding; change 0.00)
Holder of FVN: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 17702 (value 194722; 0.00% of shares outstanding; change 0.00)
Holder of FVN: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 6535 (value 71885; 0.00% of shares outstanding; change 0.00)
Holder of FVN: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 322503 (value 3547533; 0.04% of shares outstanding; change 0.00)
Holder of FVN: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 65000 (value 715000; 0.01% of shares outstanding; change 0.00)
Holder of FVN: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 17683 (value 194513; 0.00% of shares outstanding; change 0.00)
Holder of FVN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1077 (value 11771; 0.00% of shares outstanding; change 0.00)
Holder of FVN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1077 (value 11847; 0.00% of shares outstanding; change 0.00)
Holder of FVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 234258 (value 4155736; 0.01% of shares outstanding; change -0.04)
Holder of FVR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 610265 (value 10826100; 0.03% of shares outstanding; change 0.15)
Holder of FVR: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 292420 (value 5763597; 0.01% of shares outstanding; change -0.16)
Holder of FVR: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 439210 (value 8656828; 0.02% of shares outstanding; change 1.54)
Holder of FVR: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 207037 (value 4382973; 0.01% of shares outstanding; change -0.02)
Holder of FVR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 209059 (value 4120552; 0.01% of shares outstanding; change 0.01)
Holder of FVR: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-03-31: 703529 (value 12480604; 0.03% of shares outstanding; change 0.08)
Holder of FVR: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-03-31: 525677 (value 9325509; 0.02% of shares outstanding; change 0.09)
Holder of FVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 243757 (value 5160335; 0.01% of shares outstanding; change 0.04)
Holder of FVR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 646565 (value 13687781; 0.03% of shares outstanding; change 0.06)
Holder of FVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 494616 (value 8774487; 0.02% of shares outstanding; change 0.02)
Holder of FVR: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 303020 (value 6414933; 0.01% of shares outstanding; change 0.04)
Holder of FVR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 213133 (value 4512025; 0.01% of shares outstanding; change 0.02)
Holder of FVR: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-04-30: 703529 (value 13866555; 0.03% of shares outstanding; change 0.00)
Holder of FVR: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-04-30: 539963 (value 10642670; 0.02% of shares outstanding; change 0.03)
Holder of FVR: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 509473 (value 10785543; 0.02% of shares outstanding; change 0.16)
Holder of FVR: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-04-30: 370866 (value 7369107; 0.02% of shares outstanding; change 0.00)
Holder of FVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 475321 (value 9368576; 0.02% of shares outstanding; change -0.04)
Holder of FVR: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-05-31: 698529 (value 14787858; 0.03% of shares outstanding; change -0.01)
Holder of FVR: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-05-31: 596548 (value 12628921; 0.03% of shares outstanding; change 0.10)
Holder of FVR: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-05-31: 371840 (value 8150732; 0.02% of shares outstanding; change 0.00)
Holder of FVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 479826 (value 10157916; 0.02% of shares outstanding; change 0.01)
Holder of FVR: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-06-30: 380225 (value 8049363; 0.02% of shares outstanding; change 0.02)
Holder of FVRR: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-01-31: 474728 (value 4718796; 0.01% of shares outstanding; change 0.07)
Holder of FVRR: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 700000 (value 6957999; 0.02% of shares outstanding; change -0.05)
Holder of FVRR: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 355793 (value 3536582; 0.01% of shares outstanding; change -0.08)
Holder of FVRR: Nationwide Mutual Funds-Nationwide International Small Cap Fund
Shares held as of 2026-01-31: 96916 (value 963344; 0.00% of shares outstanding; change 0.02)
Holder of FVRR: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 337550 (value 3355246; 0.01% of shares outstanding; change 0.06)
Holder of FVRR: BARON SELECT FUNDS-Baron Global Opportunity Fund
Shares held as of 2026-03-31: 231622 (value 2422766; 0.01% of shares outstanding; change 0.00)
Holder of FVRR: Clearwater Investment Trust-Clearwater Select Equity Fund
Shares held as of 2026-03-31: 65570 (value 685862; 0.00% of shares outstanding; change 0.02)
Holder of FVRR: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-03-31: 111813 (value 1228824; 0.00% of shares outstanding; change -0.02)
Holder of FVRR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-03-31: 127028 (value 1396037; 0.00% of shares outstanding; change 0.01)
Holder of FVRR: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 202039 (value 2220408; 0.01% of shares outstanding; change 0.58)
Holder of FVRR: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-04-30: 474728 (value 4965654; 0.01% of shares outstanding; change 0.00)
Holder of FVRR: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 334389 (value 3497708; 0.01% of shares outstanding; change -0.06)
Holder of FVRR: Nationwide Mutual Funds-Nationwide International Small Cap Fund
Shares held as of 2026-04-30: 99243 (value 1038081; 0.00% of shares outstanding; change 0.02)
Holder of FVRR: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 337550 (value 3530773; 0.01% of shares outstanding; change 0.00)
Holder of FVRR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 315022 (value 3131318; 0.01% of shares outstanding; change 0.01)
Holder of FVRR: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 111813 (value 1169563; 0.00% of shares outstanding; change 0.00)
Holder of FVRR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 126694 (value 1259338; 0.00% of shares outstanding; change 0.00)
Holder of FVRR: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 202039 (value 2008267; 0.01% of shares outstanding; change 0.00)
Holder of FVRR: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 72411 (value 757419; 0.00% of shares outstanding; change 0.00)
Holder of FVRR: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 96153 (value 1005760; 0.00% of shares outstanding; change 0.04)
Holder of FVRR: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 202039 (value 2113327; 0.01% of shares outstanding; change 0.00)
Holder of FWDI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 752354 (value 3536063; 0.01% of shares outstanding; change 107.13)
Holder of FWDI: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 39052 (value 166752; 0.00% of shares outstanding; change 1.00)
Holder of FWDI: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 6905 (value 29484; 0.00% of shares outstanding; change 1.00)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 359659 (value 1327141; 0.00% of shares outstanding; change -0.01)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 51186 (value 188876; 0.00% of shares outstanding; change 0.00)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 119061 (value 439335; 0.00% of shares outstanding; change 0.13)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 146443 (value 540374; 0.00% of shares outstanding; change 0.09)
Holder of FWDI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 740161 (value 2879226; 0.01% of shares outstanding; change -0.02)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 358350 (value 1530154; 0.00% of shares outstanding; change 0.00)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 51186 (value 218564; 0.00% of shares outstanding; change 0.00)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 106615 (value 455246; 0.00% of shares outstanding; change -0.10)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 146443 (value 625311; 0.00% of shares outstanding; change 0.00)
Holder of FWDI: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-04-30: 260556 (value 961451; 0.00% of shares outstanding; change 0.01)
Holder of FWDI: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 39052 (value 151912; 0.00% of shares outstanding; change 0.00)
Holder of FWDI: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 3095 (value 12426; 0.00% of shares outstanding; change 1.00)
Holder of FWDI: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 7065 (value 27482; 0.00% of shares outstanding; change 0.02)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 349467 (value 1359426; 0.00% of shares outstanding; change -0.02)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 51186 (value 199113; 0.00% of shares outstanding; change 0.00)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 101721 (value 395694; 0.00% of shares outstanding; change -0.05)
Holder of FWDI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 136808 (value 532183; 0.00% of shares outstanding; change -0.07)
Holder of FWDI: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-05-31: 254742 (value 1087748; 0.00% of shares outstanding; change -0.02)
Holder of FWDI: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-06-30: 352080 (value 1369591; 0.00% of shares outstanding; change 0.38)
Holder of FWDI: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 28356 (value 110304; 0.00% of shares outstanding; change 1.00)
Holder of FWDI: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 3236 (value 12588; 0.00% of shares outstanding; change 1.00)
Holder of FWONA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 311355 (value 26147593; 0.01% of shares outstanding; change 0.04)
Holder of FWONA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 545230 (value 45788417; 0.02% of shares outstanding; change 0.01)
Holder of FWONA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 789821 (value 66329170; 0.03% of shares outstanding; change 0.00)
Holder of FWONA: -Mango Growth ETF
Shares held as of 2026-01-31: 163411 (value 13463432; 0.01% of shares outstanding; change 1.00)
Holder of FWONA: MADISON FUNDS-Madison Mid Cap Fund
Shares held as of 2026-01-31: 454863 (value 37476162; 0.02% of shares outstanding; change 0.00)
Holder of FWONA: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 855342 (value 70471626; 0.04% of shares outstanding; change 0.06)
Holder of FWONA: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 185000 (value 16478874; 0.01% of shares outstanding; change 0.00)
Holder of FWONA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 137367 (value 11536081; 0.01% of shares outstanding; change 0.04)
Holder of FWONA: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-03-31: 262783 (value 22068517; 0.01% of shares outstanding; change -0.07)
Holder of FWONA: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 731603 (value 65167534; 0.03% of shares outstanding; change 0.00)
Holder of FWONA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 247671 (value 22061293; 0.01% of shares outstanding; change 1.26)
Holder of FWONA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 308262 (value 27458436; 0.01% of shares outstanding; change -0.01)
Holder of FWONA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 551691 (value 49141874; 0.02% of shares outstanding; change 0.01)
Holder of FWONA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 751821 (value 66968453; 0.03% of shares outstanding; change -0.05)
Holder of FWONA: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-04-30: 262783 (value 21650691; 0.01% of shares outstanding; change 0.00)
Holder of FWONA: MADISON FUNDS-Madison Mid Cap Fund
Shares held as of 2026-04-30: 454863 (value 40516920; 0.02% of shares outstanding; change 0.00)
Holder of FWONA: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 962914 (value 85771561; 0.04% of shares outstanding; change 0.13)
Holder of FWONA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 148066 (value 13188978; 0.01% of shares outstanding; change 0.01)
Holder of FWONA: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-05-31: 262783 (value 23407394; 0.01% of shares outstanding; change 0.00)
Holder of FWONA: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 731603 (value 60276770; 0.03% of shares outstanding; change 0.00)
Holder of FWONK: T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm
Shares held as of 2025-12-31: 1868664 (value 169656006; 0.01% of shares outstanding; change -0.14)
Holder of FWONK: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 4068200 (value 369351881; 0.02% of shares outstanding; change 0.00)
Holder of FWONK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2544559 (value 231020513; 0.01% of shares outstanding; change 0.01)
Holder of FWONK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2858447 (value 259518405; 0.01% of shares outstanding; change 0.01)
Holder of FWONK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5073883 (value 460657842; 0.02% of shares outstanding; change 0.01)
Holder of FWONK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6997475 (value 635300761; 0.03% of shares outstanding; change 0.06)
Holder of FWONK: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-01-31: 1620657 (value 144805700; 0.01% of shares outstanding; change -0.01)
Holder of FWONK: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 6497333 (value 580536693; 0.03% of shares outstanding; change 0.09)
Holder of FWONK: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 4700460 (value 456179657; 0.02% of shares outstanding; change 0.00)
Holder of FWONK: JANUS INVESTMENT FUND-Janus Henderson Research Fund
Shares held as of 2026-03-31: 2034644 (value 197462206; 0.01% of shares outstanding; change 0.12)
Holder of FWONK: SEQUOIA FUND INC
Shares held as of 2026-03-31: 2739436 (value 265862272; 0.01% of shares outstanding; change 0.00)
Holder of FWONK: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 3848729 (value 373519161; 0.02% of shares outstanding; change -0.05)
Holder of FWONK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2513719 (value 243956436; 0.01% of shares outstanding; change -0.01)
Holder of FWONK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2886904 (value 280174042; 0.01% of shares outstanding; change 0.01)
Holder of FWONK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5157793 (value 500563826; 0.02% of shares outstanding; change 0.02)
Holder of FWONK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7093509 (value 688425070; 0.03% of shares outstanding; change 0.01)
Holder of FWONK: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-04-30: 1590911 (value 154397917; 0.01% of shares outstanding; change -0.02)
Holder of FWONK: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 6707410 (value 650954160; 0.03% of shares outstanding; change 0.03)
Holder of FWONK: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 4700460 (value 419986093; 0.02% of shares outstanding; change 0.00)
Holder of FWONK: JANUS INVESTMENT FUND-Janus Henderson Research Fund
Shares held as of 2026-05-31: 2010747 (value 179660241; 0.01% of shares outstanding; change -0.01)
Holder of FWRD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 240372 (value 2543135; 0.01% of shares outstanding; change 0.02)
Holder of FWRD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 337299 (value 3568623; 0.01% of shares outstanding; change -0.03)
Holder of FWRD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 217173 (value 2297690; 0.01% of shares outstanding; change -0.02)
Holder of FWRD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 917548 (value 9707657; 0.03% of shares outstanding; change -0.03)
Holder of FWRD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 209193 (value 2868036; 0.01% of shares outstanding; change 0.01)
Holder of FWRD: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 225927 (value 3445386; 0.01% of shares outstanding; change -0.10)
Holder of FWRD: SRH Total Return Fund, Inc.
Shares held as of 2026-02-28: 975000 (value 14868750; 0.03% of shares outstanding; change 0.00)
Holder of FWRD: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1021600 (value 10808527; 0.03% of shares outstanding; change 0.14)
Holder of FWRD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 253344 (value 3863496; 0.01% of shares outstanding; change 0.05)
Holder of FWRD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 286903 (value 4375270; 0.01% of shares outstanding; change -0.15)
Holder of FWRD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 750868 (value 11450737; 0.02% of shares outstanding; change -0.18)
Holder of FWRD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 533911 (value 5648778; 0.02% of shares outstanding; change 0.04)
Holder of FWRD: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-04-30: 220700 (value 3025797; 0.01% of shares outstanding; change 1.00)
Holder of FWRD: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 973833 (value 13351250; 0.03% of shares outstanding; change -0.05)
Holder of FWRD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1362324 (value 18677462; 0.04% of shares outstanding; change 0.02)
Holder of FWRD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 513027 (value 7033600; 0.02% of shares outstanding; change -0.04)
Holder of FWRD: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-05-31: 284700 (value 4341675; 0.01% of shares outstanding; change 0.29)
Holder of FWRD: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1191131 (value 18164747; 0.04% of shares outstanding; change 0.22)
Holder of FWRD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1360082 (value 20741250; 0.04% of shares outstanding; change 0.00)
Holder of FWRD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 517903 (value 7898020; 0.02% of shares outstanding; change 0.01)
Holder of FWRD: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 215400 (value 3284850; 0.01% of shares outstanding; change 0.04)
Holder of FWRG: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 1002384 (value 11657726; 0.02% of shares outstanding; change -0.11)
Holder of FWRG: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2025-12-31: 1028585 (value 11962443; 0.02% of shares outstanding; change 0.06)
Holder of FWRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1820227 (value 21169240; 0.03% of shares outstanding; change 0.19)
Holder of FWRG: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 611000 (value 7063160; 0.01% of shares outstanding; change -0.35)
Holder of FWRG: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-01-31: 1888735 (value 21833777; 0.03% of shares outstanding; change 0.00)
Holder of FWRG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 538466 (value 6224667; 0.01% of shares outstanding; change 0.01)
Holder of FWRG: SRH Total Return Fund, Inc.
Shares held as of 2026-02-28: 900000 (value 10907999; 0.01% of shares outstanding; change 0.00)
Holder of FWRG: AMG Funds-AMG GW&K Small Cap Core Fund
Shares held as of 2026-03-31: 535625 (value 6491774; 0.01% of shares outstanding; change -0.02)
Holder of FWRG: BNY Mellon Investment Funds I-BNY Mellon Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 1530251 (value 18546641; 0.02% of shares outstanding; change 1.80)
Holder of FWRG: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 2584029 (value 32016120; 0.04% of shares outstanding; change 0.42)
Holder of FWRG: NORTHERN LIGHTS FUND TRUST II-Hodges Fund
Shares held as of 2026-03-31: 700000 (value 8483999; 0.01% of shares outstanding; change 1.15)
Holder of FWRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1820227 (value 22061151; 0.03% of shares outstanding; change 0.00)
Holder of FWRG: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 1630155 (value 18958702; 0.03% of shares outstanding; change 0.00)
Holder of FWRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1450111 (value 16864791; 0.02% of shares outstanding; change 0.09)
Holder of FWRG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 783429 (value 9495159; 0.01% of shares outstanding; change 0.58)
Holder of FWRG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 593605 (value 7194492; 0.01% of shares outstanding; change 0.10)
Holder of FWRG: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 2755569 (value 31854378; 0.04% of shares outstanding; change 0.07)
Holder of FWRG: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 1630155 (value 18844592; 0.03% of shares outstanding; change 0.00)
Holder of FWRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1412982 (value 16334072; 0.02% of shares outstanding; change -0.03)
Holder of FWRG: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-05-31: 2755569 (value 33397495; 0.04% of shares outstanding; change 0.00)
Holder of FWRG: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-05-31: 2088894 (value 25317395; 0.03% of shares outstanding; change 0.02)
Holder of FWRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1426391 (value 17287858; 0.02% of shares outstanding; change 0.01)
Holder of FWV.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1474658 (value 87329248; 0.01% of shares outstanding; change 0.32)
Holder of FWV.DE: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 1440666 (value 85316242; 0.01% of shares outstanding; change -0.04)
Holder of FWV.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1418052 (value 83977041; 0.01% of shares outstanding; change 0.04)
Holder of FWV.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 820137 (value 48568514; 0.01% of shares outstanding; change 1.00)
Holder of FWV.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2934338 (value 173771499; 0.02% of shares outstanding; change 0.02)
Holder of FWV.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 934292 (value 55328773; 0.01% of shares outstanding; change -0.50)
Holder of FWV.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4044015 (value 239486573; 0.03% of shares outstanding; change 0.02)
Holder of FWV.DE: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 933959 (value 55309053; 0.01% of shares outstanding; change 0.00)
Holder of FWV.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4309417 (value 255203680; 0.03% of shares outstanding; change 0.00)
Holder of FWV.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 983367 (value 58234994; 0.01% of shares outstanding; change 0.03)
Holder of FWZ.V: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2026-03-31: 350000 (value 972999; 0.00% of shares outstanding; change 0.00)
Holder of FWZ.V: HARTFORD MUTUAL FUNDS INC/CT-Hartford Real Asset Fund
Shares held as of 2026-04-30: 15000 (value 41699; 0.00% of shares outstanding; change 1.00)
Holder of FXNC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 84456 (value 2347454; 0.02% of shares outstanding; change -0.07)
Holder of FXNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 233248 (value 6483128; 0.05% of shares outstanding; change 0.00)
Holder of FXNC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 73609 (value 2160424; 0.01% of shares outstanding; change 0.00)
Holder of FXNC: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 38531 (value 1146297; 0.01% of shares outstanding; change 0.01)
Holder of FXNC: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 20000 (value 587000; 0.00% of shares outstanding; change 1.00)
Holder of FXNC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 37599 (value 1092626; 0.01% of shares outstanding; change -0.06)
Holder of FXNC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 84456 (value 2512566; 0.02% of shares outstanding; change 0.00)
Holder of FXNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 233248 (value 6939128; 0.05% of shares outstanding; change 0.00)
Holder of FXNC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 19769 (value 574487; 0.00% of shares outstanding; change -0.05)
Holder of FXNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 153316 (value 4261418; 0.03% of shares outstanding; change 0.01)
Holder of FXNC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 61859 (value 1719370; 0.01% of shares outstanding; change 0.00)
Holder of FXNC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 50215 (value 1459247; 0.01% of shares outstanding; change 0.84)
Holder of FXNC: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 29181 (value 868134; 0.01% of shares outstanding; change 56.67)
Holder of FXNC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 37462 (value 1099509; 0.01% of shares outstanding; change 0.00)
Holder of FXNC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 74819 (value 2225865; 0.02% of shares outstanding; change 0.02)
Holder of FXNC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 20368 (value 597800; 0.00% of shares outstanding; change 0.03)
Holder of FXNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 147414 (value 4326600; 0.03% of shares outstanding; change -0.04)
Holder of FXNC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 61154 (value 1794869; 0.01% of shares outstanding; change -0.01)
Holder of FXNC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 72888 (value 2139262; 0.01% of shares outstanding; change 0.45)
Holder of FXNC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 37462 (value 1114494; 0.01% of shares outstanding; change 0.00)
Holder of FXNC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 20102 (value 598034; 0.00% of shares outstanding; change -0.01)
Holder of FXNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 157884 (value 4697049; 0.03% of shares outstanding; change 0.07)
Holder of FXNC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 61671 (value 1834712; 0.01% of shares outstanding; change 0.01)
Holder of FXNC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 96702 (value 2876884; 0.02% of shares outstanding; change 0.33)
Holder of FXPO.L: HARTFORD MUTUAL FUNDS INC/CT-Hartford International Equity Fund
Shares held as of 2026-01-31: 269023 (value 7688677; 0.00% of shares outstanding; change -0.08)
Holder of FXPO.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 8654383 (value 247342265; 0.01% of shares outstanding; change 0.00)
Holder of FXPO.L: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-02-28: 675000 (value 19291499; 0.00% of shares outstanding; change -0.23)
Holder of FXPO.L: Fidelity Investment TRT-Fidelity Series Select Intl Small Cap Fd.
Shares held as of 2026-02-28: 606000 (value 17319479; 0.00% of shares outstanding; change 0.00)
Holder of FXPO.L: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 1350000 (value 38582999; 0.00% of shares outstanding; change -0.27)
Holder of FXPO.L: GMO TRUST-GMO Implementation Fund
Shares held as of 2026-02-28: 45792 (value 1308735; 0.00% of shares outstanding; change 0.00)
Holder of FXPO.L: GMO TRUST-GMO International Equity Fund
Shares held as of 2026-02-28: 488845 (value 13971190; 0.00% of shares outstanding; change 0.00)
Holder of FXPO.L: American Century ETF Trust-Avantis International Small Cap Value Fund
Shares held as of 2026-03-31: 83361 (value 2382457; 0.00% of shares outstanding; change 0.00)
Holder of FXPO.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 433041 (value 12376311; 0.00% of shares outstanding; change 0.08)
Holder of FXPO.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 3073210 (value 87832341; 0.01% of shares outstanding; change 0.02)
Holder of FXPO.L: HARTFORD MUTUAL FUNDS INC/CT-Hartford International Equity Fund
Shares held as of 2026-04-30: 259468 (value 7415595; 0.00% of shares outstanding; change -0.04)
Holder of FXPO.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 8654383 (value 247342265; 0.01% of shares outstanding; change 0.00)
Holder of FXPO.L: Wilmington Funds-Wilmington Global Alpha Equities Fund
Shares held as of 2026-04-30: 52696 (value 1506051; 0.00% of shares outstanding; change 0.07)
Holder of FXPO.L: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 361447 (value 10330155; 0.00% of shares outstanding; change 0.02)
Holder of FXPO.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-05-31: 61042 (value 1744580; 0.00% of shares outstanding; change 0.00)
Holder of FXPO.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 433041 (value 12376311; 0.00% of shares outstanding; change 0.00)
Holder of FXPO.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 3073210 (value 87832341; 0.01% of shares outstanding; change 0.00)
Holder of FXPO.L: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 361447 (value 10330155; 0.00% of shares outstanding; change 0.00)
Holder of FXPO.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 433041 (value 12376311; 0.00% of shares outstanding; change 0.00)
Holder of FXPO.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 3073210 (value 87832341; 0.01% of shares outstanding; change 0.00)
Holder of G: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3912881 (value 128929431; 0.02% of shares outstanding; change -0.05)
Holder of G: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2522660 (value 83121648; 0.01% of shares outstanding; change -0.05)
Holder of G: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5394627 (value 177752963; 0.03% of shares outstanding; change -0.02)
Holder of G: Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund
Shares held as of 2026-02-28: 1794584 (value 50445757; 0.01% of shares outstanding; change 0.00)
Holder of G: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 2249257 (value 63226615; 0.01% of shares outstanding; change 0.00)
Holder of G: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 3645217 (value 102467052; 0.02% of shares outstanding; change 0.38)
Holder of G: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 1434888 (value 44854599; 0.01% of shares outstanding; change 0.66)
Holder of G: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 2524137 (value 80923835; 0.01% of shares outstanding; change -0.15)
Holder of G: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 3232109 (value 105431392; 0.02% of shares outstanding; change 4.41)
Holder of G: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1769334 (value 55309381; 0.01% of shares outstanding; change 0.02)
Holder of G: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3916794 (value 122438981; 0.02% of shares outstanding; change 0.00)
Holder of G: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2494112 (value 77965941; 0.01% of shares outstanding; change -0.01)
Holder of G: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5385303 (value 168344573; 0.03% of shares outstanding; change 0.00)
Holder of G: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1278537 (value 39967066; 0.01% of shares outstanding; change -0.49)
Holder of G: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 3765712 (value 117716157; 0.02% of shares outstanding; change 0.03)
Holder of G: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1565320 (value 44001146; 0.01% of shares outstanding; change -0.52)
Holder of G: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 2045196 (value 65568986; 0.01% of shares outstanding; change 0.01)
Holder of G: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5351072 (value 150418637; 0.03% of shares outstanding; change 0.02)
Holder of G: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1414514 (value 44217707; 0.01% of shares outstanding; change -0.10)
Holder of G: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 2066165 (value 63823835; 0.01% of shares outstanding; change 0.01)
Holder of G: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5374196 (value 167997368; 0.03% of shares outstanding; change 0.00)
Holder of G: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 2329889 (value 72832330; 0.01% of shares outstanding; change 0.13)
Holder of G1A.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1360364 (value 74411911; 0.01% of shares outstanding; change 0.01)
Holder of G1A.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 645850 (value 35327995; 0.00% of shares outstanding; change 0.03)
Holder of G1A.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 580515 (value 31754170; 0.00% of shares outstanding; change 0.00)
Holder of G1A.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2130933 (value 116562036; 0.01% of shares outstanding; change 0.00)
Holder of G1A.DE: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 1722060 (value 109436911; 0.01% of shares outstanding; change -0.06)
Holder of G1A.DE: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 4464083 (value 283692471; 0.03% of shares outstanding; change 0.02)
Holder of G1A.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 1260331 (value 80094034; 0.01% of shares outstanding; change 0.02)