speb/financial-data huggingface dataset:
Holder of BBWI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 6903905 (value 141944283; 0.03% of shares outstanding; change 0.02)
Holder of BBWI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 2619200 (value 52122079; 0.01% of shares outstanding; change -0.06)
Holder of BBWI: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 2057638 (value 40946995; 0.01% of shares outstanding; change 0.00)
Holder of BBWI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 6945786 (value 138221138; 0.03% of shares outstanding; change 0.01)
Holder of BBY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4925368 (value 383932420; 0.02% of shares outstanding; change 0.02)
Holder of BBY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4529836 (value 353100702; 0.02% of shares outstanding; change 1.01)
Holder of BBY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2920365 (value 227642442; 0.01% of shares outstanding; change 1.02)
Holder of BBY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6261709 (value 488100197; 0.03% of shares outstanding; change 0.05)
Holder of BBY: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 6029080 (value 515064306; 0.03% of shares outstanding; change 0.07)
Holder of BBY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2488617 (value 193987687; 0.01% of shares outstanding; change 0.00)
Holder of BBY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4951926 (value 423043039; 0.02% of shares outstanding; change 0.01)
Holder of BBY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4589978 (value 392121821; 0.02% of shares outstanding; change 0.01)
Holder of BBY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2922792 (value 249694121; 0.01% of shares outstanding; change 0.00)
Holder of BBY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6312359 (value 539264831; 0.03% of shares outstanding; change 0.01)
Holder of BBY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2497197 (value 186615540; 0.01% of shares outstanding; change 0.00)
Holder of BBY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 2671070 (value 209759123; 0.01% of shares outstanding; change -0.03)
Holder of BBY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2341356 (value 183866683; 0.01% of shares outstanding; change 0.03)
Holder of BBY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2518329 (value 196429662; 0.01% of shares outstanding; change 0.00)
Holder of BBY: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 3703826 (value 276786929; 0.02% of shares outstanding; change 0.00)
Holder of BBY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2493734 (value 213039696; 0.01% of shares outstanding; change 0.00)
Holder of BBY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 2659568 (value 218297346; 0.01% of shares outstanding; change 0.00)
Holder of BBY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2364069 (value 194042787; 0.01% of shares outstanding; change 0.01)
Holder of BBY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2565297 (value 219153323; 0.01% of shares outstanding; change 0.02)
Holder of BBY: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 3685108 (value 314818777; 0.02% of shares outstanding; change -0.01)
Holder of BBY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2406890 (value 205620613; 0.01% of shares outstanding; change -0.10)
Holder of BBY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2376473 (value 203022089; 0.01% of shares outstanding; change 0.01)
Holder of BBY.L: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 4915394 (value 3836465017; 0.01% of shares outstanding; change -0.21)
Holder of BBY.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4633826 (value 3616701193; 0.01% of shares outstanding; change 0.01)
Holder of BBY.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 7527529 (value 6560241523; 0.02% of shares outstanding; change -0.04)
Holder of BBY.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2021799 (value 1578014119; 0.00% of shares outstanding; change 0.00)
Holder of BBY.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 2457904 (value 2142063336; 0.01% of shares outstanding; change -0.07)
Holder of BBY.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 2080696 (value 1813326564; 0.00% of shares outstanding; change 0.70)
Holder of BBY.L: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 2196531 (value 1905490642; 0.00% of shares outstanding; change -0.05)
Holder of BBY.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7256903 (value 6295363352; 0.02% of shares outstanding; change 0.00)
Holder of BBY.L: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2026-03-31: 2276042 (value 2000640918; 0.00% of shares outstanding; change 0.15)
Holder of BBY.L: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 4684571 (value 4117737909; 0.01% of shares outstanding; change -0.05)
Holder of BBY.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4738781 (value 4165388499; 0.01% of shares outstanding; change 0.02)
Holder of BBY.L: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 2830135 (value 2487688665; 0.01% of shares outstanding; change 0.00)
Holder of BBY.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 7081042 (value 6224235918; 0.01% of shares outstanding; change -0.06)
Holder of BBY.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 2403596 (value 2112760884; 0.01% of shares outstanding; change -0.02)
Holder of BBY.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 2025772 (value 1780653588; 0.00% of shares outstanding; change -0.03)
Holder of BBY.L: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 2250034 (value 1977779886; 0.00% of shares outstanding; change 0.02)
Holder of BBY.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7259751 (value 6381321129; 0.02% of shares outstanding; change 0.00)
Holder of BBY.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4000076 (value 3536067184; 0.01% of shares outstanding; change 0.00)
Holder of BBY.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4027636 (value 3540292044; 0.01% of shares outstanding; change 0.01)
Holder of BC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 702458 (value 58837883; 0.01% of shares outstanding; change 0.00)
Holder of BC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1476006 (value 123630265; 0.02% of shares outstanding; change -0.05)
Holder of BC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 951576 (value 79704007; 0.01% of shares outstanding; change -0.04)
Holder of BC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2008523 (value 168233890; 0.03% of shares outstanding; change -0.03)
Holder of BC: Carillon Series Trust-Carillon Scout Mid Cap Fund
Shares held as of 2026-03-31: 627900 (value 49588401; 0.01% of shares outstanding; change 0.22)
Holder of BC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 630900 (value 52844185; 0.01% of shares outstanding; change 0.19)
Holder of BC: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Equity and Income Fund
Shares held as of 2026-03-31: 612700 (value 48966982; 0.01% of shares outstanding; change 0.00)
Holder of BC: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 1460666 (value 116736424; 0.02% of shares outstanding; change -0.20)
Holder of BC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 726206 (value 58038382; 0.01% of shares outstanding; change 0.03)
Holder of BC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1495170 (value 119493983; 0.02% of shares outstanding; change 0.01)
Holder of BC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 952216 (value 76101100; 0.01% of shares outstanding; change 0.00)
Holder of BC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2068592 (value 165321868; 0.03% of shares outstanding; change 0.03)
Holder of BC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1595198 (value 128253921; 0.02% of shares outstanding; change 0.07)
Holder of BC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 630900 (value 52724312; 0.01% of shares outstanding; change 0.00)
Holder of BC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 609392 (value 48702607; 0.01% of shares outstanding; change 0.10)
Holder of BC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2196779 (value 183584820; 0.03% of shares outstanding; change 0.02)
Holder of BC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1612976 (value 127860602; 0.02% of shares outstanding; change 0.01)
Holder of BC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2206296 (value 176327172; 0.03% of shares outstanding; change 0.00)
Holder of BC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1666692 (value 133202021; 0.03% of shares outstanding; change 0.03)
Holder of BC: Carillon Series Trust-Carillon Scout Mid Cap Fund
Shares held as of 2026-06-30: 692517 (value 55345957; 0.01% of shares outstanding; change 0.10)
Holder of BC8.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 774398 (value 26174651; 0.01% of shares outstanding; change 0.00)
Holder of BC8.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 310976 (value 10510988; 0.00% of shares outstanding; change 0.00)
Holder of BC8.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 415814 (value 14054512; 0.00% of shares outstanding; change 0.00)
Holder of BC8.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 483067 (value 16327664; 0.00% of shares outstanding; change 0.00)
Holder of BC8.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1199858 (value 40555199; 0.01% of shares outstanding; change -0.01)
Holder of BC8.DE: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 537265 (value 18159556; 0.00% of shares outstanding; change 0.00)
Holder of BC8.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 716884 (value 22682209; 0.01% of shares outstanding; change 0.00)
Holder of BC8.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 796563 (value 25203252; 0.01% of shares outstanding; change 0.03)
Holder of BC8.DE: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 281795 (value 8915993; 0.00% of shares outstanding; change 0.00)
Holder of BC8.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 308750 (value 9768849; 0.00% of shares outstanding; change -0.01)
Holder of BC8.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 383538 (value 12135142; 0.00% of shares outstanding; change -0.08)
Holder of BC8.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 830881 (value 26289074; 0.01% of shares outstanding; change 0.00)
Holder of BC8.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1199858 (value 37963506; 0.01% of shares outstanding; change 0.00)
Holder of BC8.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 588894 (value 19904616; 0.00% of shares outstanding; change 0.01)
Holder of BC8.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 323366 (value 10929770; 0.00% of shares outstanding; change 0.00)
Holder of BC8.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 593704 (value 18784794; 0.00% of shares outstanding; change 0.01)
Holder of BC8.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 327409 (value 10359220; 0.00% of shares outstanding; change 0.01)
Holder of BC8.DE: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-06-30: 537265 (value 16999064; 0.00% of shares outstanding; change 0.00)
Holder of BCAB: STATE STREET Inst. INVESTMENT TRT-State Street Balncd Index Fd.
Shares held as of 2025-12-31: 25 (value 98; 0.00% of shares outstanding; change 0.00)
Holder of BCAB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 9164 (value 36014; 0.01% of shares outstanding; change 0.00)
Holder of BCAB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 23821 (value 93616; 0.01% of shares outstanding; change 0.00)
Holder of BCAB: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 2 (value 7; 0.00% of shares outstanding; change 0.00)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 444841 (value 1481320; 0.27% of shares outstanding; change 85.83)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 8259 (value 27502; 0.01% of shares outstanding; change 49.05)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 72832 (value 242530; 0.04% of shares outstanding; change 48.99)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 80516 (value 268118; 0.05% of shares outstanding; change 49.01)
Holder of BCAB: STATE STREET Inst. INVESTMENT TRT-State Street Balncd Index Fd.
Shares held as of 2026-03-31: 25 (value 84; 0.00% of shares outstanding; change 0.00)
Holder of BCAB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 9164 (value 30882; 0.01% of shares outstanding; change 0.00)
Holder of BCAB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 23821 (value 80276; 0.01% of shares outstanding; change 0.00)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 8864 (value 36696; 0.01% of shares outstanding; change -0.98)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 165 (value 683; 0.00% of shares outstanding; change -0.98)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1456 (value 6027; 0.00% of shares outstanding; change -0.98)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1610 (value 6665; 0.00% of shares outstanding; change -0.98)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 6128 (value 20651; 0.00% of shares outstanding; change -0.31)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 165 (value 556; 0.00% of shares outstanding; change 0.00)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1456 (value 4906; 0.00% of shares outstanding; change 0.00)
Holder of BCAB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1610 (value 5425; 0.00% of shares outstanding; change 0.00)
Holder of BCAB: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 1 (value 3; 0.00% of shares outstanding; change -0.50)
Holder of BCAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 244316 (value 4637117; 0.01% of shares outstanding; change 0.00)
Holder of BCAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 765386 (value 14527025; 0.04% of shares outstanding; change 0.01)
Holder of BCAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 215133 (value 4246725; 0.01% of shares outstanding; change 0.01)
Holder of BCAL: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 455317 (value 9001617; 0.02% of shares outstanding; change 0.00)
Holder of BCAL: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 295008 (value 5832308; 0.02% of shares outstanding; change 0.14)
Holder of BCAL: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 346665 (value 7286898; 0.02% of shares outstanding; change 0.42)
Holder of BCAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 255056 (value 5361277; 0.01% of shares outstanding; change 0.04)
Holder of BCAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 765386 (value 16088414; 0.04% of shares outstanding; change 0.00)
Holder of BCAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 535687 (value 10167339; 0.03% of shares outstanding; change 0.02)
Holder of BCAL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 168100 (value 3190537; 0.01% of shares outstanding; change 0.00)
Holder of BCAL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 338271 (value 6515099; 0.02% of shares outstanding; change 0.28)
Holder of BCAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 217089 (value 4563210; 0.01% of shares outstanding; change 0.01)
Holder of BCAL: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 455317 (value 9520678; 0.02% of shares outstanding; change 0.00)
Holder of BCAL: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 295008 (value 6168617; 0.02% of shares outstanding; change 0.00)
Holder of BCAL: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 302672 (value 5983825; 0.02% of shares outstanding; change 0.05)
Holder of BCAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 514803 (value 10764530; 0.03% of shares outstanding; change -0.04)
Holder of BCAL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 166180 (value 3474823; 0.01% of shares outstanding; change -0.01)
Holder of BCAL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 401329 (value 8391789; 0.02% of shares outstanding; change 0.19)
Holder of BCAL: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 455317 (value 9570763; 0.02% of shares outstanding; change 0.00)
Holder of BCAL: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 295008 (value 6201068; 0.02% of shares outstanding; change 0.00)
Holder of BCAL: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 282476 (value 5802057; 0.02% of shares outstanding; change -0.07)
Holder of BCAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 533014 (value 11203954; 0.03% of shares outstanding; change 0.04)
Holder of BCAL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 167588 (value 3522699; 0.01% of shares outstanding; change 0.01)
Holder of BCAL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 467489 (value 9826618; 0.03% of shares outstanding; change 0.16)
Holder of BCAL: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 281590 (value 5919021; 0.02% of shares outstanding; change 0.00)
Holder of BCAR: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 50000 (value 532000; 0.00% of shares outstanding; change 0.00)
Holder of BCAR: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 68886 (value 732947; 0.00% of shares outstanding; change 0.00)
Holder of BCAR: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 19899 (value 218292; 0.00% of shares outstanding; change 0.00)
Holder of BCAR: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 806275 (value 8578766; 0.03% of shares outstanding; change 0.00)
Holder of BCAR: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 50000 (value 532000; 0.00% of shares outstanding; change 1.00)
Holder of BCAR: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 137500 (value 1463000; 0.00% of shares outstanding; change 0.00)
Holder of BCAR: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 54589 (value 580826; 0.00% of shares outstanding; change 0.00)
Holder of BCAR: High Income Securities Fund
Shares held as of 2026-02-28: 100000 (value 1035000; 0.00% of shares outstanding; change -0.27)
Holder of BCAR: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 12372 (value 128050; 0.00% of shares outstanding; change -0.60)
Holder of BCAR: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 9512 (value 98449; 0.00% of shares outstanding; change 0.00)
Holder of BCAR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 39178 (value 416853; 0.00% of shares outstanding; change 0.28)
Holder of BCAR: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 405218 (value 4194006; 0.01% of shares outstanding; change 1.00)
Holder of BCAR: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 66627 (value 689589; 0.00% of shares outstanding; change 1.00)
Holder of BCAR: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 27576 (value 285411; 0.00% of shares outstanding; change -0.60)
Holder of BCAR: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 308551 (value 3193502; 0.01% of shares outstanding; change -0.62)
Holder of BCAR: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 50000 (value 517500; 0.00% of shares outstanding; change 0.00)
Holder of BCAR: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 21476 (value 222276; 0.00% of shares outstanding; change -0.61)
Holder of BCAR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 39178 (value 408626; 0.00% of shares outstanding; change 0.00)
Holder of BCAR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 39178 (value 405492; 0.00% of shares outstanding; change 0.00)
Holder of BCAT: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 13356 (value 204480; 0.00% of shares outstanding; change 1.00)
Holder of BCAT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 1136148 (value 18087476; 0.01% of shares outstanding; change 0.01)
Holder of BCAT: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 300000 (value 4638000; 0.00% of shares outstanding; change 1.00)
Holder of BCAT: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 10604 (value 168815; 0.00% of shares outstanding; change 0.07)
Holder of BCAT: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 6097 (value 97064; 0.00% of shares outstanding; change 0.04)
Holder of BCAT: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 24446 (value 390891; 0.00% of shares outstanding; change 0.00)
Holder of BCAT: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 1546589 (value 23678278; 0.01% of shares outstanding; change 0.08)
Holder of BCAT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 1151148 (value 17624076; 0.01% of shares outstanding; change 0.01)
Holder of BCAT: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 47234 (value 758814; 0.00% of shares outstanding; change 1.00)
Holder of BCAT: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 10604 (value 162347; 0.00% of shares outstanding; change 0.00)
Holder of BCAT: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 6097 (value 93345; 0.00% of shares outstanding; change 0.00)
Holder of BCAT: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 4707 (value 72064; 0.00% of shares outstanding; change 0.00)
Holder of BCAT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 69294 (value 1071285; 0.00% of shares outstanding; change 0.00)
Holder of BCAT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 952353 (value 14723377; 0.01% of shares outstanding; change -0.22)
Holder of BCAT: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 24446 (value 374268; 0.00% of shares outstanding; change 0.00)
Holder of BCAT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 69294 (value 1113208; 0.00% of shares outstanding; change 0.00)
Holder of BCAT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 925385 (value 14866310; 0.01% of shares outstanding; change -0.03)
Holder of BCAT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 36486 (value 558600; 0.00% of shares outstanding; change -0.47)
Holder of BCAT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 923351 (value 14136504; 0.01% of shares outstanding; change 0.00)
Holder of BCAT: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 47234 (value 723152; 0.00% of shares outstanding; change 0.00)
Holder of BCAX: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 644326 (value 14014090; 0.01% of shares outstanding; change 1.00)
Holder of BCAX: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 768848 (value 16722444; 0.01% of shares outstanding; change 12.53)
Holder of BCAX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 826367 (value 16527340; 0.01% of shares outstanding; change -0.24)
Holder of BCAX: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1414538 (value 30766201; 0.02% of shares outstanding; change 11.19)
Holder of BCAX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1309261 (value 28476426; 0.02% of shares outstanding; change -0.04)
Holder of BCAX: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 387402 (value 7748040; 0.01% of shares outstanding; change 0.04)
Holder of BCAX: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 478643 (value 11118876; 0.01% of shares outstanding; change 0.74)
Holder of BCAX: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 1034083 (value 27940923; 0.02% of shares outstanding; change 0.60)
Holder of BCAX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 944900 (value 18898000; 0.01% of shares outstanding; change 0.00)
Holder of BCAX: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 1196337 (value 32325026; 0.02% of shares outstanding; change 0.56)
Holder of BCAX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 642514 (value 17360728; 0.01% of shares outstanding; change -0.22)
Holder of BCAX: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2181694 (value 58949372; 0.03% of shares outstanding; change 0.54)
Holder of BCAX: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 705031 (value 19049937; 0.01% of shares outstanding; change 1.00)
Holder of BCAX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1371353 (value 37053958; 0.02% of shares outstanding; change 0.05)
Holder of BCAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 780131 (value 16967849; 0.01% of shares outstanding; change 0.01)
Holder of BCAX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 944900 (value 28054081; 0.01% of shares outstanding; change 0.00)
Holder of BCAX: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 505080 (value 13647261; 0.01% of shares outstanding; change 0.06)
Holder of BCAX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 779685 (value 18112082; 0.01% of shares outstanding; change 0.11)
Holder of BCAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 749713 (value 21906613; 0.01% of shares outstanding; change -0.04)
Holder of BCAX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 944900 (value 25531198; 0.01% of shares outstanding; change 0.00)
Holder of BCAX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 781321 (value 22099664; 0.01% of shares outstanding; change 0.00)
Holder of BCAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 756815 (value 20449141; 0.01% of shares outstanding; change 0.01)
Holder of BCAX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1092493 (value 29519161; 0.02% of shares outstanding; change 0.40)
Holder of BCBP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 156455 (value 1633390; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 440168 (value 4595353; 0.03% of shares outstanding; change 0.00)
Holder of BCBP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 90649 (value 934591; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 207399 (value 2293833; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 96682 (value 1069302; 0.01% of shares outstanding; change -0.18)
Holder of BCBP: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 87386 (value 936777; 0.01% of shares outstanding; change -0.14)
Holder of BCBP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 164350 (value 1817711; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 99097 (value 1113850; 0.01% of shares outstanding; change 0.10)
Holder of BCBP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 202530 (value 2053654; 0.01% of shares outstanding; change 0.29)
Holder of BCBP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 447048 (value 4533066; 0.03% of shares outstanding; change 0.02)
Holder of BCBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 389771 (value 4069209; 0.02% of shares outstanding; change -0.06)
Holder of BCBP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 136489 (value 1424945; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 140484 (value 1579040; 0.01% of shares outstanding; change -0.07)
Holder of BCBP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 90649 (value 919180; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 77139 (value 782189; 0.00% of shares outstanding; change 0.02)
Holder of BCBP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 218892 (value 2219564; 0.01% of shares outstanding; change 0.06)
Holder of BCBP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 98736 (value 1058449; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 163789 (value 1660820; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 374562 (value 3861734; 0.02% of shares outstanding; change -0.04)
Holder of BCBP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 134929 (value 1391118; 0.01% of shares outstanding; change -0.01)
Holder of BCBP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 132942 (value 1370632; 0.01% of shares outstanding; change -0.05)
Holder of BCBP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 98736 (value 1001183; 0.01% of shares outstanding; change 0.00)
Holder of BCBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 378113 (value 3834065; 0.02% of shares outstanding; change 0.01)
Holder of BCBP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 136073 (value 1379780; 0.01% of shares outstanding; change 0.01)
Holder of BCBP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 132489 (value 1343438; 0.01% of shares outstanding; change 0.00)
Holder of BCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 399826 (value 27875869; 0.01% of shares outstanding; change 0.00)
Holder of BCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 839967 (value 58562500; 0.02% of shares outstanding; change -0.05)
Holder of BCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 542058 (value 37792284; 0.02% of shares outstanding; change -0.04)
Holder of BCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1186335 (value 82711277; 0.03% of shares outstanding; change -0.01)
Holder of BCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 406705 (value 30364596; 0.01% of shares outstanding; change 0.00)
Holder of BCC: Vanguard Explorer Fund
Shares held as of 2026-01-31: 794424 (value 59311698; 0.02% of shares outstanding; change 0.00)
Holder of BCC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 459800 (value 32057256; 0.01% of shares outstanding; change 0.33)
Holder of BCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 413902 (value 32218130; 0.01% of shares outstanding; change 0.04)
Holder of BCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 824431 (value 64173706; 0.02% of shares outstanding; change -0.02)
Holder of BCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 524455 (value 40823575; 0.01% of shares outstanding; change -0.03)
Holder of BCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1136210 (value 88442582; 0.03% of shares outstanding; change -0.04)
Holder of BCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 915872 (value 63854596; 0.03% of shares outstanding; change -0.01)
Holder of BCC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 814946 (value 55481525; 0.02% of shares outstanding; change -0.04)
Holder of BCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 467251 (value 36370816; 0.01% of shares outstanding; change 0.15)
Holder of BCC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 388460 (value 29002425; 0.01% of shares outstanding; change -0.16)
Holder of BCC: Third Avenue Trust-THIRD AVENUE VALUE FUND
Shares held as of 2026-04-30: 418798 (value 32599234; 0.01% of shares outstanding; change 0.13)
Holder of BCC: Vanguard Explorer Fund
Shares held as of 2026-04-30: 794424 (value 61837961; 0.02% of shares outstanding; change 0.00)
Holder of BCC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2257805 (value 168567729; 0.06% of shares outstanding; change 0.02)
Holder of BCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 880006 (value 66246850; 0.03% of shares outstanding; change -0.04)
Holder of BCC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 800037 (value 60226784; 0.02% of shares outstanding; change -0.02)
Holder of BCC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2245283 (value 174772820; 0.06% of shares outstanding; change -0.01)
Holder of BCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 891823 (value 69419499; 0.03% of shares outstanding; change 0.01)
Holder of BCC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 798381 (value 62145974; 0.02% of shares outstanding; change 0.00)
Holder of BCDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 69023 (value 64191; 0.01% of shares outstanding; change 0.00)
Holder of BCDA: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 47 (value 39; 0.00% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 60190 (value 61995; 0.01% of shares outstanding; change 0.21)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 964 (value 992; 0.00% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10526 (value 10841; 0.00% of shares outstanding; change 0.22)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3237 (value 3334; 0.00% of shares outstanding; change 0.00)
Holder of BCDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 69023 (value 58676; 0.01% of shares outstanding; change 0.00)
Holder of BCDA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 55568 (value 47238; 0.00% of shares outstanding; change 1.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 59971 (value 74364; 0.01% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 964 (value 1195; 0.00% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10526 (value 13052; 0.00% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3237 (value 4013; 0.00% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 59971 (value 50981; 0.01% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 964 (value 819; 0.00% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10526 (value 8948; 0.00% of shares outstanding; change 0.00)
Holder of BCDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3237 (value 2751; 0.00% of shares outstanding; change 0.00)
Holder of BCE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2937499 (value 71704350; 0.00% of shares outstanding; change 0.03)
Holder of BCE: DNP Select Income Fund Inc
Shares held as of 2026-01-31: 1127288 (value 26243265; 0.00% of shares outstanding; change 0.00)
Holder of BCE: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1048145 (value 24400816; 0.00% of shares outstanding; change -0.02)
Holder of BCE: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-01-31: 1326688 (value 30885297; 0.00% of shares outstanding; change 1.00)
Holder of BCE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 687740 (value 16010587; 0.00% of shares outstanding; change 0.03)
Holder of BCE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4522624 (value 97281643; 0.00% of shares outstanding; change 0.01)
Holder of BCE: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 894230 (value 19047098; 0.00% of shares outstanding; change 0.14)
Holder of BCE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3011131 (value 64137088; 0.00% of shares outstanding; change 0.03)
Holder of BCE: DNP Select Income Fund Inc
Shares held as of 2026-04-30: 1127288 (value 24011233; 0.00% of shares outstanding; change 0.00)
Holder of BCE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 894127 (value 19044904; 0.00% of shares outstanding; change 0.93)
Holder of BCE: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 1448114 (value 35609123; 0.00% of shares outstanding; change 0.10)
Holder of BCE: FlexShares TRT-FlexShares STOXX Global Broad Infrastructure Index Fd.
Shares held as of 2026-04-30: 800864 (value 18644114; 0.00% of shares outstanding; change 0.00)
Holder of BCE: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1095089 (value 23325394; 0.00% of shares outstanding; change 0.04)
Holder of BCE: Legg Mason ETF Investment TRT-Franklin Intl Low Volatility High Divide
Shares held as of 2026-04-30: 955524 (value 23496335; 0.00% of shares outstanding; change 0.06)
Holder of BCE: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-04-30: 1252088 (value 26669473; 0.00% of shares outstanding; change -0.06)
Holder of BCE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4536049 (value 96617840; 0.00% of shares outstanding; change 0.00)
Holder of BCE: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 1319216 (value 28152069; 0.00% of shares outstanding; change -0.09)
Holder of BCE: FlexShares TRT-FlexShares STOXX Global Broad Infrastructure Index Fd.
Shares held as of 2026-05-31: 800864 (value 17058402; 0.00% of shares outstanding; change 0.00)
Holder of BCE: Legg Mason ETF Investment TRT-Franklin Intl Low Volatility High Divide
Shares held as of 2026-05-31: 955250 (value 20385035; 0.00% of shares outstanding; change 0.00)
Holder of BCE: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 1382130 (value 29439367; 0.00% of shares outstanding; change 0.05)
Holder of BCE: Legg Mason ETF Investment TRT-Franklin Intl Low Volatility High Divide
Shares held as of 2026-06-30: 1727773 (value 36801563; 0.00% of shares outstanding; change 0.81)
Holder of BCE.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2937499 (value 102048720; 0.00% of shares outstanding; change 0.03)
Holder of BCE.TO: DNP Select Income Fund Inc
Shares held as of 2026-01-31: 1127288 (value 36896135; 0.00% of shares outstanding; change 0.00)
Holder of BCE.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1048145 (value 34305785; 0.00% of shares outstanding; change -0.02)
Holder of BCE.TO: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-01-31: 1326688 (value 43422497; 0.00% of shares outstanding; change 1.00)
Holder of BCE.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 687740 (value 22509729; 0.00% of shares outstanding; change 0.03)
Holder of BCE.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4522624 (value 138166159; 0.00% of shares outstanding; change 0.01)
Holder of BCE.TO: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 894230 (value 26898438; 0.00% of shares outstanding; change 0.14)
Holder of BCE.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3011131 (value 90574820; 0.00% of shares outstanding; change 0.03)
Holder of BCE.TO: DNP Select Income Fund Inc
Shares held as of 2026-04-30: 1127288 (value 33908822; 0.00% of shares outstanding; change 0.00)
Holder of BCE.TO: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 894127 (value 26895340; 0.00% of shares outstanding; change 0.93)
Holder of BCE.TO: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 1448114 (value 50307482; 0.00% of shares outstanding; change 0.10)
Holder of BCE.TO: FlexShares TRT-FlexShares STOXX Global Broad Infrastructure Index Fd.
Shares held as of 2026-04-30: 800864 (value 26212278; 0.00% of shares outstanding; change 0.00)
Holder of BCE.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1095089 (value 32940277; 0.00% of shares outstanding; change 0.04)
Holder of BCE.TO: Legg Mason ETF Investment TRT-Franklin Intl Low Volatility High Divide
Shares held as of 2026-04-30: 955524 (value 33194905; 0.00% of shares outstanding; change 0.06)
Holder of BCE.TO: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-04-30: 1252088 (value 37662806; 0.00% of shares outstanding; change -0.06)
Holder of BCE.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4536049 (value 136444353; 0.00% of shares outstanding; change 0.00)
Holder of BCE.TO: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 1319216 (value 39840324; 0.00% of shares outstanding; change -0.09)