speb/financial-data huggingface dataset:
Holder of IRT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 8035830 (value 133475141; 0.03% of shares outstanding; change 0.01)
Holder of IRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5778242 (value 95976603; 0.02% of shares outstanding; change 0.01)
Holder of IRTC: MUTUAL FUND SERIES TRUST-Eventide Gilead Fund
Shares held as of 2025-12-31: 464252 (value 52878303; 0.01% of shares outstanding; change 0.00)
Holder of IRTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 413010 (value 47041839; 0.01% of shares outstanding; change -0.03)
Holder of IRTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 731065 (value 83268304; 0.02% of shares outstanding; change -0.04)
Holder of IRTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1011604 (value 115221697; 0.03% of shares outstanding; change 0.00)
Holder of IRTC: Vanguard Explorer Fund
Shares held as of 2026-01-31: 381202 (value 39908038; 0.01% of shares outstanding; change 0.09)
Holder of IRTC: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 353723 (value 40289050; 0.01% of shares outstanding; change 0.08)
Holder of IRTC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 432100 (value 46712171; 0.01% of shares outstanding; change 0.10)
Holder of IRTC: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-03-31: 485000 (value 55241500; 0.01% of shares outstanding; change 0.32)
Holder of IRTC: MUTUAL FUND SERIES TRUST-Eventide Gilead Fund
Shares held as of 2026-03-31: 464252 (value 50696316; 0.01% of shares outstanding; change 0.00)
Holder of IRTC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 463814 (value 50648487; 0.01% of shares outstanding; change 0.00)
Holder of IRTC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 359874 (value 39298239; 0.01% of shares outstanding; change 0.04)
Holder of IRTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 415359 (value 45357201; 0.01% of shares outstanding; change 0.01)
Holder of IRTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 742897 (value 81124350; 0.02% of shares outstanding; change 0.02)
Holder of IRTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1027902 (value 112246895; 0.03% of shares outstanding; change 0.02)
Holder of IRTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 779271 (value 88758968; 0.02% of shares outstanding; change 0.00)
Holder of IRTC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 435000 (value 47501998; 0.01% of shares outstanding; change 0.01)
Holder of IRTC: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-04-30: 450000 (value 47110501; 0.01% of shares outstanding; change -0.07)
Holder of IRTC: Vanguard Explorer Fund
Shares held as of 2026-04-30: 458646 (value 50084141; 0.01% of shares outstanding; change 0.20)
Holder of IRTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 748853 (value 78397422; 0.02% of shares outstanding; change -0.04)
Holder of IRTC: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 450000 (value 49139998; 0.01% of shares outstanding; change 0.00)
Holder of IRTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 763652 (value 83390796; 0.02% of shares outstanding; change 0.02)
Holder of IRWD: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 2446228 (value 8733033; 0.01% of shares outstanding; change 0.00)
Holder of IRWD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1534790 (value 5479200; 0.01% of shares outstanding; change -0.01)
Holder of IRWD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4334784 (value 15475178; 0.03% of shares outstanding; change 0.06)
Holder of IRWD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 1286341 (value 4913822; 0.01% of shares outstanding; change 0.00)
Holder of IRWD: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1892311 (value 7228627; 0.01% of shares outstanding; change -0.15)
Holder of IRWD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1565406 (value 5979850; 0.01% of shares outstanding; change 0.01)
Holder of IRWD: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 3118051 (value 11567969; 0.02% of shares outstanding; change 0.05)
Holder of IRWD: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 2102573 (value 7800545; 0.01% of shares outstanding; change -0.14)
Holder of IRWD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1612143 (value 5981050; 0.01% of shares outstanding; change 0.05)
Holder of IRWD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4334784 (value 16082048; 0.03% of shares outstanding; change 0.00)
Holder of IRWD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3957233 (value 14127321; 0.02% of shares outstanding; change 0.02)
Holder of IRWD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 1286341 (value 4772325; 0.01% of shares outstanding; change 0.00)
Holder of IRWD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1581187 (value 5866203; 0.01% of shares outstanding; change 0.01)
Holder of IRWD: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 4444134 (value 16976591; 0.03% of shares outstanding; change 0.11)
Holder of IRWD: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1632083 (value 6055027; 0.01% of shares outstanding; change -0.14)
Holder of IRWD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3802419 (value 14525240; 0.02% of shares outstanding; change -0.04)
Holder of IRWD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1211499 (value 4627926; 0.01% of shares outstanding; change 0.00)
Holder of IRWD: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 4453890 (value 19908887; 0.03% of shares outstanding; change 0.00)
Holder of IRWD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3838565 (value 14241076; 0.02% of shares outstanding; change 0.01)
Holder of IRWD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1199011 (value 4448330; 0.01% of shares outstanding; change -0.01)
Holder of IRWD: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 5479499 (value 20328941; 0.03% of shares outstanding; change 0.23)
Holder of ISBA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 74743 (value 3048019; 0.01% of shares outstanding; change -0.01)
Holder of ISBA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 183478 (value 7482232; 0.02% of shares outstanding; change 0.45)
Holder of ISBA: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 14240 (value 524174; 0.00% of shares outstanding; change 1.00)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 35661 (value 1504180; 0.00% of shares outstanding; change -0.02)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4482 (value 182775; 0.00% of shares outstanding; change 0.24)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10482 (value 442130; 0.00% of shares outstanding; change 0.06)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 14188 (value 598449; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 77208 (value 2842026; 0.01% of shares outstanding; change 0.03)
Holder of ISBA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 188324 (value 6932206; 0.03% of shares outstanding; change 0.03)
Holder of ISBA: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 5370 (value 197669; 0.00% of shares outstanding; change 1.75)
Holder of ISBA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 5521 (value 232875; 0.00% of shares outstanding; change 0.17)
Holder of ISBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 13193 (value 556480; 0.00% of shares outstanding; change -0.01)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 35531 (value 1410580; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10482 (value 416135; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 14188 (value 563263; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: SPDR SERIES TRT-State Street SPDR SSGA US Small Cap Low Volatility Ind
Shares held as of 2026-04-30: 10349 (value 436520; 0.00% of shares outstanding; change 1.00)
Holder of ISBA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 7160 (value 284252; 0.00% of shares outstanding; change 0.30)
Holder of ISBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 12310 (value 488707; 0.00% of shares outstanding; change -0.07)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 35531 (value 1307896; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10482 (value 385842; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 14188 (value 522260; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: SPDR SERIES TRT-State Street SPDR SSGA US Small Cap Low Volatility Ind
Shares held as of 2026-05-31: 10349 (value 404852; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 7577 (value 278909; 0.00% of shares outstanding; change 0.06)
Holder of ISBA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 12310 (value 453131; 0.00% of shares outstanding; change 0.00)
Holder of ISBA: SPDR SERIES TRT-State Street SPDR SSGA US Small Cap Low Volatility Ind
Shares held as of 2026-06-30: 10487 (value 386026; 0.00% of shares outstanding; change 0.01)
Holder of ISD: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 19196 (value 251275; 0.00% of shares outstanding; change -0.07)
Holder of ISD: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 11076 (value 144984; 0.00% of shares outstanding; change -0.08)
Holder of ISD: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 4665 (value 61064; 0.00% of shares outstanding; change -0.05)
Holder of ISD: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 8547 (value 111880; 0.00% of shares outstanding; change -0.13)
Holder of ISD: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 5652 (value 72119; 0.00% of shares outstanding; change 0.00)
Holder of ISD: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 43787 (value 558722; 0.00% of shares outstanding; change 0.00)
Holder of ISD: ALLSPRING FUNDS TRUST-Allspring Diversified Income Builder Fund
Shares held as of 2026-03-31: 322 (value 4134; 0.00% of shares outstanding; change 1.00)
Holder of ISD: Allspring Global Dividend Opportunity Fund
Shares held as of 2026-03-31: 114 (value 1463; 0.00% of shares outstanding; change 1.00)
Holder of ISD: Allspring Utilities & High Income Fund
Shares held as of 2026-03-31: 84 (value 1078; 0.00% of shares outstanding; change 1.00)
Holder of ISD: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 16825 (value 209134; 0.00% of shares outstanding; change -0.12)
Holder of ISD: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 10505 (value 130577; 0.00% of shares outstanding; change -0.05)
Holder of ISD: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 4586 (value 57003; 0.00% of shares outstanding; change -0.02)
Holder of ISD: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 8112 (value 100832; 0.00% of shares outstanding; change -0.05)
Holder of ISD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 248647 (value 3192627; 0.01% of shares outstanding; change 0.12)
Holder of ISD: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 5548 (value 68961; 0.00% of shares outstanding; change -0.02)
Holder of ISD: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 39492 (value 490885; 0.00% of shares outstanding; change -0.10)
Holder of ISD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 241647 (value 3056834; 0.01% of shares outstanding; change -0.03)
Holder of ISD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 241116 (value 2997071; 0.01% of shares outstanding; change 0.00)
Holder of ISI.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 7668655 (value 382129092; 0.05% of shares outstanding; change 0.00)
Holder of ISI.DE: NEW ECONOMY FUND
Shares held as of 2026-03-31: 4723802 (value 235387062; 0.03% of shares outstanding; change 0.00)
Holder of ISI.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 4458145 (value 222149373; 0.03% of shares outstanding; change 0.06)
Holder of ISI.DE: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2760687 (value 137565038; 0.02% of shares outstanding; change -0.31)
Holder of ISI.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3618441 (value 180306921; 0.02% of shares outstanding; change -0.02)
Holder of ISI.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4995141 (value 248907885; 0.03% of shares outstanding; change -0.03)
Holder of ISI.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 3803181 (value 189512516; 0.02% of shares outstanding; change 0.00)
Holder of ISI.DE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 8471732 (value 422146421; 0.05% of shares outstanding; change 0.00)
Holder of ISI.DE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 2348458 (value 117023666; 0.01% of shares outstanding; change 0.00)
Holder of ISI.DE: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 2090022 (value 104145800; 0.01% of shares outstanding; change -0.06)
Holder of ISO.TO: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 3059051 (value 52003867; 0.05% of shares outstanding; change -0.30)
Holder of ISO.TO: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 40942 (value 696014; 0.00% of shares outstanding; change 1.50)
Holder of ISO.TO: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 1218873 (value 20720841; 0.02% of shares outstanding; change 0.29)
Holder of ISO.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-01-31: 3684 (value 55628; 0.00% of shares outstanding; change 1.00)
Holder of ISO.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 5405 (value 81615; 0.00% of shares outstanding; change 0.00)
Holder of ISO.TO: John Hancock Investment Trust-Diversified Real Assets Fund
Shares held as of 2026-03-31: 81841 (value 1088485; 0.00% of shares outstanding; change 1.00)
Holder of ISO.TO: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 4041147 (value 53747255; 0.06% of shares outstanding; change 0.32)
Holder of ISO.TO: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 73607 (value 978973; 0.00% of shares outstanding; change 0.80)
Holder of ISO.TO: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 1276313 (value 16974963; 0.02% of shares outstanding; change 0.05)
Holder of ISO.TO: Themes ETF Trust-Themes Uranium & Nuclear ETF
Shares held as of 2026-03-31: 71791 (value 954820; 0.00% of shares outstanding; change 0.89)
Holder of ISO.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 3192 (value 45741; 0.00% of shares outstanding; change 0.03)
Holder of ISO.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 3684 (value 48997; 0.00% of shares outstanding; change 0.00)
Holder of ISO.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 5405 (value 71886; 0.00% of shares outstanding; change 0.00)
Holder of ISO.TO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 2237019 (value 32056482; 0.04% of shares outstanding; change 0.02)
Holder of ISO.TO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 2417854 (value 41103518; 0.04% of shares outstanding; change 0.03)
Holder of ISO.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 3294 (value 42690; 0.00% of shares outstanding; change 0.03)
Holder of ISO.TO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 2220059 (value 28771964; 0.03% of shares outstanding; change -0.01)
Holder of ISO.TO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 2489051 (value 37136641; 0.04% of shares outstanding; change 0.03)
Holder of ISO.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 3430 (value 45619; 0.00% of shares outstanding; change 0.04)
Holder of ISO.TO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 2197772 (value 29230368; 0.03% of shares outstanding; change -0.01)
Holder of ISO.TO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 3504991 (value 46616380; 0.05% of shares outstanding; change 0.41)
Holder of ISOU: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 3059051 (value 35637942; 0.05% of shares outstanding; change -0.30)
Holder of ISOU: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 40942 (value 476974; 0.00% of shares outstanding; change 1.50)
Holder of ISOU: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 1218873 (value 14199869; 0.02% of shares outstanding; change 0.29)
Holder of ISOU: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-01-31: 3684 (value 39271; 0.00% of shares outstanding; change 1.00)
Holder of ISOU: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 5405 (value 57617; 0.00% of shares outstanding; change 0.00)
Holder of ISOU: John Hancock Investment Trust-Diversified Real Assets Fund
Shares held as of 2026-03-31: 81841 (value 770123; 0.00% of shares outstanding; change 1.00)
Holder of ISOU: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 4041147 (value 38027192; 0.06% of shares outstanding; change 0.32)
Holder of ISOU: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 73607 (value 692641; 0.00% of shares outstanding; change 0.80)
Holder of ISOU: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 1276313 (value 12010105; 0.02% of shares outstanding; change 0.05)
Holder of ISOU: Themes ETF Trust-Themes Uranium & Nuclear ETF
Shares held as of 2026-03-31: 71791 (value 675553; 0.00% of shares outstanding; change 0.89)
Holder of ISOU: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-04-30: 2598 (value 30266; 0.00% of shares outstanding; change 0.00)
Holder of ISOU: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 3192 (value 32877; 0.00% of shares outstanding; change 0.03)
Holder of ISOU: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 3684 (value 34666; 0.00% of shares outstanding; change 0.00)
Holder of ISOU: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 5405 (value 50861; 0.00% of shares outstanding; change 0.00)
Holder of ISOU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 2237019 (value 23041296; 0.04% of shares outstanding; change 0.02)
Holder of ISOU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 2417854 (value 24420326; 0.04% of shares outstanding; change 0.03)
Holder of ISOU: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 3294 (value 30337; 0.00% of shares outstanding; change 0.03)
Holder of ISOU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 2220059 (value 20446743; 0.03% of shares outstanding; change -0.01)
Holder of ISOU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 2489051 (value 26135035; 0.04% of shares outstanding; change 0.03)
Holder of ISOU: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 3430 (value 32276; 0.00% of shares outstanding; change 0.04)
Holder of ISOU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 2197772 (value 20681034; 0.03% of shares outstanding; change -0.01)
Holder of ISOU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 3504991 (value 32981964; 0.05% of shares outstanding; change 0.41)
Holder of ISPC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 31 (value 97; 0.00% of shares outstanding; change 0.00)
Holder of ISPC: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1 (value 1; 0.00% of shares outstanding; change 0.00)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 7725 (value 23329; 0.01% of shares outstanding; change 4.57)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 45 (value 135; 0.00% of shares outstanding; change 0.00)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 127 (value 383; 0.00% of shares outstanding; change 0.00)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 29 (value 87; 0.00% of shares outstanding; change 0.00)
Holder of ISPC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 31 (value 61; 0.00% of shares outstanding; change 0.00)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 7697 (value 19396; 0.01% of shares outstanding; change 0.00)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 44 (value 110; 0.00% of shares outstanding; change -0.02)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 29 (value 73; 0.00% of shares outstanding; change 0.00)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 6558 (value 12919; 0.00% of shares outstanding; change -0.15)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 44 (value 86; 0.00% of shares outstanding; change 0.00)
Holder of ISPC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 29 (value 57; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 198534 (value 359346; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 46503 (value 86960; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 191981 (value 359004; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 93397 (value 144765; 0.00% of shares outstanding; change 0.02)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 118850 (value 202045; 0.00% of shares outstanding; change 0.14)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 36913 (value 62752; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 34564 (value 58758; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 30845 (value 47809; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 198534 (value 307727; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 50155 (value 85263; 0.00% of shares outstanding; change -0.01)
Holder of ISPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 448883 (value 812478; 0.01% of shares outstanding; change 0.02)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 118418 (value 221441; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 36913 (value 69027; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 34564 (value 64634; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 186410 (value 288935; 0.00% of shares outstanding; change -0.03)
Holder of ISPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 50485 (value 94406; 0.00% of shares outstanding; change 0.01)
Holder of ISPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 431404 (value 806725; 0.01% of shares outstanding; change -0.04)
Holder of ISPR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 157616 (value 294741; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 112795 (value 174832; 0.00% of shares outstanding; change -0.05)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 36913 (value 57215; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 34564 (value 53574; 0.00% of shares outstanding; change 0.00)
Holder of ISPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 49825 (value 77228; 0.00% of shares outstanding; change -0.01)
Holder of ISPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 435485 (value 675001; 0.01% of shares outstanding; change 0.01)
Holder of ISPR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 155992 (value 241787; 0.00% of shares outstanding; change -0.01)
Holder of ISRG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 8939316 (value 3795991277; 0.03% of shares outstanding; change 0.01)
Holder of ISRG: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3812933 (value 1619123924; 0.01% of shares outstanding; change -0.03)
Holder of ISRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11141825 (value 4731264731; 0.03% of shares outstanding; change -0.01)
Holder of ISRG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4535282 (value 1925862214; 0.01% of shares outstanding; change 0.01)
Holder of ISRG: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 2682831 (value 905455462; 0.01% of shares outstanding; change 0.00)
Holder of ISRG: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2309555 (value 939480780; 0.01% of shares outstanding; change 0.00)
Holder of ISRG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9025496 (value 3046104900; 0.03% of shares outstanding; change 0.01)
Holder of ISRG: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 3842062 (value 1296695925; 0.01% of shares outstanding; change 0.01)
Holder of ISRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11277268 (value 3806077950; 0.03% of shares outstanding; change 0.01)
Holder of ISRG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4550939 (value 1833800925; 0.01% of shares outstanding; change 0.00)
Holder of ISRG: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 7600975 (value 3124456764; 0.02% of shares outstanding; change 0.02)
Holder of ISRG: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 2569394 (value 1035337343; 0.01% of shares outstanding; change -0.01)
Holder of ISRG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4241761 (value 1743618266; 0.01% of shares outstanding; change 0.03)
Holder of ISRG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4593439 (value 1850926301; 0.01% of shares outstanding; change 0.01)
Holder of ISRG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4544606 (value 1533804525; 0.01% of shares outstanding; change 0.00)
Holder of ISRG: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 7695373 (value 2658135844; 0.02% of shares outstanding; change 0.01)
Holder of ISRG: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-05-31: 2471062 (value 1005178597; 0.01% of shares outstanding; change -0.04)
Holder of ISRG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4283169 (value 1742307480; 0.01% of shares outstanding; change 0.01)
Holder of ISRG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4678723 (value 1579069012; 0.01% of shares outstanding; change 0.02)
Holder of ISRG: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 7517879 (value 2537284162; 0.02% of shares outstanding; change -0.02)
Holder of ISRG: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2309555 (value 779474812; 0.01% of shares outstanding; change 0.00)
Holder of ISRG: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 2510946 (value 847444275; 0.01% of shares outstanding; change 0.02)
Holder of ISRG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4280340 (value 1444614750; 0.01% of shares outstanding; change 0.00)
Holder of ISSC: ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund
Shares held as of 2025-12-31: 59940 (value 1033365; 0.00% of shares outstanding; change 0.00)
Holder of ISSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 131202 (value 2261922; 0.01% of shares outstanding; change 0.16)
Holder of ISSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 470996 (value 8119970; 0.03% of shares outstanding; change 0.33)
Holder of ISSC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 61480 (value 1011960; 0.00% of shares outstanding; change -0.03)
Holder of ISSC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 69460 (value 1143311; 0.00% of shares outstanding; change 0.00)
Holder of ISSC: Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND
Shares held as of 2026-02-28: 135001 (value 2335517; 0.01% of shares outstanding; change 1.00)
Holder of ISSC: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 125000 (value 2392499; 0.01% of shares outstanding; change 0.00)
Holder of ISSC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 65649 (value 1135727; 0.00% of shares outstanding; change 0.01)
Holder of ISSC: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 58000 (value 954679; 0.00% of shares outstanding; change 0.00)
Holder of ISSC: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 111000 (value 1827059; 0.01% of shares outstanding; change -0.15)
Holder of ISSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 139947 (value 2678585; 0.01% of shares outstanding; change 0.07)
Holder of ISSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 470996 (value 9014863; 0.03% of shares outstanding; change 0.00)
Holder of ISSC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 171611 (value 2968870; 0.01% of shares outstanding; change 0.00)
Holder of ISSC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 61996 (value 1186603; 0.00% of shares outstanding; change 0.01)
Holder of ISSC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 70480 (value 1348987; 0.00% of shares outstanding; change 0.01)
Holder of ISSC: Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND
Shares held as of 2026-04-30: 138281 (value 2646698; 0.01% of shares outstanding; change 0.01)
Holder of ISSC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 65410 (value 1076648; 0.00% of shares outstanding; change 0.00)
Holder of ISSC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 130790 (value 2152803; 0.01% of shares outstanding; change -0.24)
Holder of ISSC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 64977 (value 1243659; 0.00% of shares outstanding; change -0.01)
Holder of ISSC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 63386 (value 1213208; 0.00% of shares outstanding; change -0.52)
Holder of ISSC: Teton Westwood Funds-Keeley Small Cap Fund
Shares held as of 2026-06-30: 75000 (value 1435499; 0.00% of shares outstanding; change 1.00)
Holder of ISSC: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 116000 (value 2220239; 0.01% of shares outstanding; change 0.05)
Holder of ISTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 90320 (value 2552443; 0.01% of shares outstanding; change 0.03)
Holder of ISTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 325384 (value 9195351; 0.02% of shares outstanding; change 0.00)
Holder of ISTR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 78704 (value 2326490; 0.01% of shares outstanding; change -0.06)
Holder of ISTR: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 71651 (value 2139498; 0.01% of shares outstanding; change -0.03)
Holder of ISTR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 86835 (value 2566842; 0.01% of shares outstanding; change 0.00)
Holder of ISTR: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 64701 (value 1912561; 0.00% of shares outstanding; change 0.10)
Holder of ISTR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 65523 (value 1902132; 0.00% of shares outstanding; change 0.47)
Holder of ISTR: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 138211 (value 4126980; 0.01% of shares outstanding; change -0.02)
Holder of ISTR: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 110540 (value 3300724; 0.01% of shares outstanding; change 0.00)
Holder of ISTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 136825 (value 4085594; 0.01% of shares outstanding; change 0.51)
Holder of ISTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 437184 (value 13054314; 0.03% of shares outstanding; change 0.34)
Holder of ISTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 287594 (value 8127406; 0.02% of shares outstanding; change 0.13)
Holder of ISTR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 113100 (value 3196206; 0.01% of shares outstanding; change 0.38)
Holder of ISTR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 78704 (value 2350101; 0.01% of shares outstanding; change 0.00)
Holder of ISTR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 122968 (value 3671824; 0.01% of shares outstanding; change 0.42)
Holder of ISTR: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 68060 (value 2032271; 0.00% of shares outstanding; change 1.00)
Holder of ISTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 276244 (value 8165772; 0.02% of shares outstanding; change -0.04)
Holder of ISTR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 111810 (value 3305103; 0.01% of shares outstanding; change -0.01)
Holder of ISTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 296822 (value 8863105; 0.02% of shares outstanding; change 0.07)
Holder of ISTR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 112756 (value 3366894; 0.01% of shares outstanding; change 0.01)
Holder of IT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1817462 (value 294792330; 0.03% of shares outstanding; change -0.03)
Holder of IT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2152195 (value 349086022; 0.03% of shares outstanding; change -0.05)
Holder of IT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 909146 (value 147463478; 0.01% of shares outstanding; change 0.03)
Holder of IT: BARON INVESTMENT Fd.S TRT -Baron Growth Fd.
Shares held as of 2026-03-31: 1060000 (value 148930000; 0.02% of shares outstanding; change -0.12)
Holder of IT: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 2372500 (value 333336250; 0.04% of shares outstanding; change 0.93)
Holder of IT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 899703 (value 145931823; 0.01% of shares outstanding; change -0.02)
Holder of IT: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1592195 (value 223703397; 0.02% of shares outstanding; change -0.04)
Holder of IT: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund
Shares held as of 2026-03-31: 1231000 (value 172955500; 0.02% of shares outstanding; change 1.00)
Holder of IT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1789986 (value 251493033; 0.03% of shares outstanding; change -0.02)
Holder of IT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1543241 (value 216825360; 0.02% of shares outstanding; change 0.99)
Holder of IT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 982706 (value 138070193; 0.01% of shares outstanding; change 0.96)
Holder of IT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2127021 (value 298846450; 0.03% of shares outstanding; change -0.01)
Holder of IT: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1052369 (value 155929512; 0.02% of shares outstanding; change -0.03)
Holder of IT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 910153 (value 114433539; 0.01% of shares outstanding; change 0.00)
Holder of IT: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1047149 (value 146799820; 0.02% of shares outstanding; change -0.01)
Holder of IT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 927045 (value 130249822; 0.01% of shares outstanding; change 0.02)
Holder of IT: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1173522 (value 164879841; 0.02% of shares outstanding; change 0.12)
Holder of ITB.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 6696788 (value 209274625; 0.01% of shares outstanding; change -0.01)
Holder of ITB.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 21473497 (value 671046781; 0.02% of shares outstanding; change 0.00)
Holder of ITB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7200518 (value 225016187; 0.01% of shares outstanding; change 0.02)
Holder of ITB.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 22346012 (value 698312875; 0.02% of shares outstanding; change 0.09)
Holder of ITB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11174774 (value 349211687; 0.01% of shares outstanding; change 0.01)
Holder of ITB.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 6043257 (value 199246190; 0.01% of shares outstanding; change -0.10)
Holder of ITB.DE: AMERICAN FUNDS GLOBAL BALANCED FUND
Shares held as of 2026-03-31: 7322616 (value 228831750; 0.01% of shares outstanding; change 0.00)
Holder of ITB.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 17835258 (value 603188420; 0.02% of shares outstanding; change 0.00)
Holder of ITB.DE: Capital Income Builder
Shares held as of 2026-03-31: 15560120 (value 486253750; 0.02% of shares outstanding; change 0.04)
Holder of ITB.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 21473497 (value 707981222; 0.02% of shares outstanding; change 0.00)
Holder of ITB.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 9941808 (value 336231943; 0.01% of shares outstanding; change -0.25)
Holder of ITB.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 12755925 (value 398622656; 0.01% of shares outstanding; change 0.00)
Holder of ITB.DE: Investment Co of America
Shares held as of 2026-03-31: 12755925 (value 431405379; 0.01% of shares outstanding; change 0.00)
Holder of ITB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7204576 (value 237534879; 0.01% of shares outstanding; change 0.00)
Holder of ITB.DE: AMERICAN FUNDS GLOBAL BALANCED FUND
Shares held as of 2026-04-30: 7322616 (value 241426658; 0.01% of shares outstanding; change 0.00)
Holder of ITB.DE: Capital Income Builder
Shares held as of 2026-04-30: 15560120 (value 526243253; 0.02% of shares outstanding; change 0.00)
Holder of ITB.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 24320044 (value 801831880; 0.03% of shares outstanding; change 0.09)
Holder of ITB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 10891340 (value 359087493; 0.01% of shares outstanding; change -0.03)
Holder of ITB.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 5810354 (value 191567378; 0.01% of shares outstanding; change 0.00)
Holder of ITB.DE: Capital Income Builder
Shares held as of 2026-06-30: 13884790 (value 457781543; 0.02% of shares outstanding; change -0.11)
Holder of ITB.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 17835258 (value 588028478; 0.02% of shares outstanding; change 0.00)
Holder of ITB.DE: Investment Co of America
Shares held as of 2026-06-30: 12755925 (value 420562862; 0.01% of shares outstanding; change 0.00)
Holder of ITGR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 378549 (value 33834708; 0.01% of shares outstanding; change 0.01)
Holder of ITGR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 794375 (value 71001235; 0.02% of shares outstanding; change -0.04)
Holder of ITGR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 512659 (value 45821460; 0.02% of shares outstanding; change -0.04)
Holder of ITGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1107802 (value 99015339; 0.03% of shares outstanding; change 0.00)
Holder of ITGR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1126840 (value 101528282; 0.03% of shares outstanding; change 1.06)
Holder of ITGR: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 469523 (value 42304021; 0.01% of shares outstanding; change 0.27)
Holder of ITGR: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 381369 (value 34361346; 0.01% of shares outstanding; change -0.05)
Holder of ITGR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 337615 (value 30419110; 0.01% of shares outstanding; change 0.01)
Holder of ITGR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 390355 (value 38496811; 0.01% of shares outstanding; change 0.03)
Holder of ITGR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 792465 (value 78152900; 0.02% of shares outstanding; change 0.00)
Holder of ITGR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 505188 (value 49821641; 0.01% of shares outstanding; change -0.01)
Holder of ITGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1084877 (value 106990572; 0.03% of shares outstanding; change -0.02)
Holder of ITGR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 843301 (value 75374241; 0.02% of shares outstanding; change 0.01)
Holder of ITGR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2105208 (value 200878943; 0.06% of shares outstanding; change 0.87)
Holder of ITGR: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2105208 (value 207615618; 0.06% of shares outstanding; change 0.87)