speb/financial-data huggingface dataset:
Holder of OVID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 215714 (value 488592; 0.00% of shares outstanding; change 0.06)
Holder of OVID: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-04-30: 44893 (value 122557; 0.00% of shares outstanding; change 0.03)
Holder of OVID: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 58053 (value 139327; 0.00% of shares outstanding; change 0.00)
Holder of OVID: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 101399 (value 229668; 0.00% of shares outstanding; change 3.91)
Holder of OVID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 613458 (value 1429357; 0.00% of shares outstanding; change -0.03)
Holder of OVID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 179955 (value 419295; 0.00% of shares outstanding; change 0.00)
Holder of OVID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 215714 (value 502613; 0.00% of shares outstanding; change 0.00)
Holder of OVID: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 176140 (value 410406; 0.00% of shares outstanding; change 1.00)
Holder of OVID: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 167250 (value 408090; 0.00% of shares outstanding; change 0.65)
Holder of OVID: Direxion Shares ETF Trust-Direxion Daily S&P Biotech Bull 3X ETF
Shares held as of 2026-06-30: 136774 (value 344670; 0.00% of shares outstanding; change 1.00)
Holder of OVID: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 181850 (value 423710; 0.00% of shares outstanding; change 1.00)
Holder of OVID: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 4902317 (value 11422398; 0.03% of shares outstanding; change 1.00)
Holder of OVLY: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 22615 (value 773659; 0.00% of shares outstanding; change 0.00)
Holder of OVLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 76089 (value 2504088; 0.01% of shares outstanding; change -0.01)
Holder of OVLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 234403 (value 7714202; 0.03% of shares outstanding; change 0.00)
Holder of OVLY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 66782 (value 2236529; 0.01% of shares outstanding; change 0.00)
Holder of OVLY: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 33776 (value 1101435; 0.00% of shares outstanding; change 0.01)
Holder of OVLY: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 35664 (value 1163003; 0.00% of shares outstanding; change 0.00)
Holder of OVLY: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 20615 (value 690396; 0.00% of shares outstanding; change -0.09)
Holder of OVLY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 29262 (value 1001052; 0.00% of shares outstanding; change -0.17)
Holder of OVLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 76089 (value 2481262; 0.01% of shares outstanding; change 0.00)
Holder of OVLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 234403 (value 7643881; 0.03% of shares outstanding; change 0.00)
Holder of OVLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 169441 (value 5576303; 0.02% of shares outstanding; change -0.03)
Holder of OVLY: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 57479 (value 1891633; 0.01% of shares outstanding; change 0.00)
Holder of OVLY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 41363 (value 1415028; 0.00% of shares outstanding; change 1.16)
Holder of OVLY: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 23960 (value 781335; 0.00% of shares outstanding; change 2.44)
Holder of OVLY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 30374 (value 1017225; 0.00% of shares outstanding; change 0.04)
Holder of OVLY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 65874 (value 2148151; 0.01% of shares outstanding; change -0.01)
Holder of OVLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 162858 (value 5454114; 0.02% of shares outstanding; change -0.04)
Holder of OVLY: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 56819 (value 1902868; 0.01% of shares outstanding; change -0.01)
Holder of OVLY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 61720 (value 2067002; 0.01% of shares outstanding; change 0.49)
Holder of OVLY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 30374 (value 990496; 0.00% of shares outstanding; change 0.00)
Holder of OVLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 164395 (value 5360921; 0.02% of shares outstanding; change 0.01)
Holder of OVLY: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 57303 (value 1868650; 0.01% of shares outstanding; change 0.01)
Holder of OVLY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 83305 (value 2716576; 0.01% of shares outstanding; change 0.35)
Holder of OVV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2728752 (value 152919264; 0.01% of shares outstanding; change -0.01)
Holder of OVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5747375 (value 322082900; 0.02% of shares outstanding; change -0.06)
Holder of OVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3705531 (value 207657960; 0.01% of shares outstanding; change -0.05)
Holder of OVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7940986 (value 445012862; 0.03% of shares outstanding; change -0.02)
Holder of OVV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 4662510 (value 255295740; 0.02% of shares outstanding; change 0.00)
Holder of OVV: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 5272245 (value 288681780; 0.02% of shares outstanding; change 0.00)
Holder of OVV: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 7815454 (value 493389619; 0.03% of shares outstanding; change 0.06)
Holder of OVV: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 4844858 (value 274703452; 0.02% of shares outstanding; change 9.93)
Holder of OVV: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 3071292 (value 168168596; 0.01% of shares outstanding; change 0.00)
Holder of OVV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3098944 (value 179087976; 0.01% of shares outstanding; change 0.14)
Holder of OVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6533089 (value 412433915; 0.02% of shares outstanding; change 0.14)
Holder of OVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4160239 (value 262635892; 0.01% of shares outstanding; change 0.12)
Holder of OVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8988061 (value 567416300; 0.03% of shares outstanding; change 0.13)
Holder of OVV: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 3167737 (value 183063524; 0.01% of shares outstanding; change 1.00)
Holder of OVV: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 3167737 (value 199979240; 0.01% of shares outstanding; change 1.00)
Holder of OVV: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 4064132 (value 256568657; 0.01% of shares outstanding; change -0.23)
Holder of OVV: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 4957970 (value 271473652; 0.02% of shares outstanding; change 0.02)
Holder of OVV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 4662510 (value 294344261; 0.02% of shares outstanding; change 0.00)
Holder of OVV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 9379067 (value 491556900; 0.03% of shares outstanding; change 0.02)
Holder of OVV: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 4981370 (value 314473893; 0.02% of shares outstanding; change 0.00)
Holder of OVV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 9419702 (value 594665797; 0.03% of shares outstanding; change 0.00)
Holder of OVV: Investment Co of America
Shares held as of 2026-06-30: 10697326 (value 675322201; 0.04% of shares outstanding; change 1.00)
Holder of OVV.TO: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 4662510 (value 362556787; 0.02% of shares outstanding; change 0.00)
Holder of OVV.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 5272245 (value 409969782; 0.02% of shares outstanding; change 0.00)
Holder of OVV.TO: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 7815454 (value 695653577; 0.03% of shares outstanding; change 0.06)
Holder of OVV.TO: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 4844858 (value 389429672; 0.02% of shares outstanding; change 9.93)
Holder of OVV.TO: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 3071292 (value 238823672; 0.01% of shares outstanding; change 0.00)
Holder of OVV.TO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3098944 (value 250952495; 0.01% of shares outstanding; change 0.14)
Holder of OVV.TO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6533089 (value 581510265; 0.02% of shares outstanding; change 0.14)
Holder of OVV.TO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4160239 (value 370302882; 0.01% of shares outstanding; change 0.12)
Holder of OVV.TO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8988061 (value 800027328; 0.03% of shares outstanding; change 0.13)
Holder of OVV.TO: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 3167737 (value 256523352; 0.01% of shares outstanding; change 1.00)
Holder of OVV.TO: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 3167737 (value 281960277; 0.01% of shares outstanding; change 1.00)
Holder of OVV.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 4064132 (value 361748398; 0.01% of shares outstanding; change -0.23)
Holder of OVV.TO: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 4957970 (value 385531757; 0.02% of shares outstanding; change 0.02)
Holder of OVV.TO: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 4662510 (value 415010025; 0.02% of shares outstanding; change 0.00)
Holder of OVV.TO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 9379067 (value 698834302; 0.03% of shares outstanding; change 0.02)
Holder of OVV.TO: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 4981370 (value 443391754; 0.02% of shares outstanding; change 0.00)
Holder of OVV.TO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 9419702 (value 838447695; 0.03% of shares outstanding; change 0.00)
Holder of OVV.TO: Investment Co of America
Shares held as of 2026-06-30: 10697326 (value 952169010; 0.04% of shares outstanding; change 1.00)
Holder of OWL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 7732556 (value 79490673; 0.01% of shares outstanding; change -0.21)
Holder of OWL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7542713 (value 77539087; 0.01% of shares outstanding; change 0.02)
Holder of OWL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 20860305 (value 214443929; 0.03% of shares outstanding; change 0.06)
Holder of OWL: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 30203769 (value 285425611; 0.04% of shares outstanding; change -0.05)
Holder of OWL: Capital Income Builder
Shares held as of 2026-03-31: 11200000 (value 102368003; 0.02% of shares outstanding; change 1.00)
Holder of OWL: Fidelity Capital Trust-Fidelity Capital Appreciation Fund
Shares held as of 2026-03-31: 9057200 (value 93108013; 0.01% of shares outstanding; change -0.07)
Holder of OWL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 13294994 (value 130290943; 0.02% of shares outstanding; change 55.89)
Holder of OWL: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-03-31: 14094600 (value 144892484; 0.02% of shares outstanding; change -0.07)
Holder of OWL: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 26745823 (value 252748022; 0.04% of shares outstanding; change 0.00)
Holder of OWL: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 32858571 (value 307556213; 0.05% of shares outstanding; change 2.00)
Holder of OWL: Investment Co of America
Shares held as of 2026-03-31: 32858571 (value 312813610; 0.05% of shares outstanding; change 2.00)
Holder of OWL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 9090851 (value 85908540; 0.01% of shares outstanding; change 0.18)
Holder of OWL: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 7197011 (value 68011752; 0.01% of shares outstanding; change -0.01)
Holder of OWL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7681701 (value 72592072; 0.01% of shares outstanding; change 0.02)
Holder of OWL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21160496 (value 199966683; 0.03% of shares outstanding; change 0.01)
Holder of OWL: Capital Income Builder
Shares held as of 2026-04-30: 11200000 (value 106624005; 0.02% of shares outstanding; change 0.00)
Holder of OWL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 9594200 (value 87690991; 0.01% of shares outstanding; change -0.28)
Holder of OWL: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 10282000 (value 93977483; 0.02% of shares outstanding; change -0.27)
Holder of OWL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 9594200 (value 90665188; 0.01% of shares outstanding; change 0.00)
Holder of OWL: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 10282000 (value 97164898; 0.02% of shares outstanding; change 0.00)
Holder of OWL: Capital Income Builder
Shares held as of 2026-06-30: 19126382 (value 180744306; 0.03% of shares outstanding; change 0.71)
Holder of OWL: Investment Co of America
Shares held as of 2026-06-30: 10956133 (value 103535454; 0.02% of shares outstanding; change -0.67)
Holder of OWLS: -Amplify Stablecoin Technology ETF
Shares held as of 2026-03-31: 60 (value 326; 0.00% of shares outstanding; change -0.92)
Holder of OWLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 23000 (value 131790; 0.00% of shares outstanding; change 0.00)
Holder of OWLS: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 14381 (value 82403; 0.00% of shares outstanding; change 0.09)
Holder of OWLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 23000 (value 126730; 0.00% of shares outstanding; change 0.00)
Holder of OWLS: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 14479 (value 79779; 0.00% of shares outstanding; change 0.01)
Holder of OWLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 23000 (value 125349; 0.00% of shares outstanding; change 0.00)
Holder of OWLS: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 14572 (value 79417; 0.00% of shares outstanding; change 0.01)
Holder of OWLT: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2025-12-31: 256579 (value 1418881; 0.01% of shares outstanding; change 0.51)
Holder of OWLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 241102 (value 1333294; 0.01% of shares outstanding; change 0.59)
Holder of OWLT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 458177 (value 2533718; 0.02% of shares outstanding; change 1.96)
Holder of OWLT: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 617029 (value 3205465; 0.02% of shares outstanding; change 1.12)
Holder of OWLT: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-01-31: 121137 (value 629306; 0.00% of shares outstanding; change -0.13)
Holder of OWLT: PACE SELECT ADVISORS TRT-PACE Small/Medium Co Growth Eqy. Investments
Shares held as of 2026-01-31: 55806 (value 289912; 0.00% of shares outstanding; change 0.82)
Holder of OWLT: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 57398 (value 298182; 0.00% of shares outstanding; change 1.57)
Holder of OWLT: Victory Portfolios III-Victory Small Cap Stock Fund
Shares held as of 2026-01-31: 90292 (value 469066; 0.00% of shares outstanding; change -0.05)
Holder of OWLT: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 91915 (value 482553; 0.00% of shares outstanding; change 1.41)
Holder of OWLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 93728 (value 437709; 0.00% of shares outstanding; change 0.00)
Holder of OWLT: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2026-03-31: 448309 (value 2353622; 0.02% of shares outstanding; change 0.75)
Holder of OWLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 243491 (value 1278327; 0.01% of shares outstanding; change 0.01)
Holder of OWLT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 520177 (value 2730929; 0.02% of shares outstanding; change 0.14)
Holder of OWLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 97972 (value 508964; 0.00% of shares outstanding; change 0.05)
Holder of OWLT: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-04-30: 231370 (value 1214692; 0.01% of shares outstanding; change 0.91)
Holder of OWLT: Victory Portfolios III-Victory Small Cap Stock Fund
Shares held as of 2026-04-30: 173261 (value 909620; 0.01% of shares outstanding; change 0.92)
Holder of OWLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 97972 (value 514353; 0.00% of shares outstanding; change 0.00)
Holder of OWLT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 39726 (value 208561; 0.00% of shares outstanding; change 0.00)
Holder of OWLT: GLOBAL X FUNDS-Global X Internet of Things ETF
Shares held as of 2026-05-31: 48577 (value 272031; 0.00% of shares outstanding; change 0.00)
Holder of OWLT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 41538 (value 218074; 0.00% of shares outstanding; change -0.01)
Holder of OWLT: GLOBAL X FUNDS-Global X Internet of Things ETF
Shares held as of 2026-06-30: 47884 (value 251391; 0.00% of shares outstanding; change -0.01)
Holder of OXBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 58483 (value 60237; 0.01% of shares outstanding; change 0.00)
Holder of OXBR: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 1049 (value 923; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 42969 (value 39522; 0.01% of shares outstanding; change 0.33)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5511 (value 5069; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8838 (value 8129; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 10467 (value 9627; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 58483 (value 91818; 0.01% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 91577 (value 84232; 0.01% of shares outstanding; change 0.01)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 42813 (value 37679; 0.01% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5511 (value 4850; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8838 (value 7778; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 10467 (value 9212; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 92193 (value 81139; 0.01% of shares outstanding; change 0.01)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 42813 (value 67216; 0.01% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5511 (value 8652; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8838 (value 13875; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 10467 (value 16433; 0.00% of shares outstanding; change 0.00)
Holder of OXBR: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 92809 (value 145710; 0.01% of shares outstanding; change 0.01)
Holder of OXLC: CION Ares Diversified Credit Fund
Shares held as of 2025-12-31: 75000 (value 722625; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2025-12-31: 206978 (value 1994233; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 100000 (value 997999; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 200292 (value 1929813; 0.00% of shares outstanding; change 0.14)
Holder of OXLC: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Ares Cr
Shares held as of 2025-12-31: 150000 (value 1445250; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 153070 (value 1273542; 0.00% of shares outstanding; change 0.21)
Holder of OXLC: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 1141782 (value 9705147; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: High Income Securities Fund
Shares held as of 2026-02-28: 136592 (value 1161032; 0.00% of shares outstanding; change -0.32)
Holder of OXLC: -EP Private Capital Fund I
Shares held as of 2026-03-31: 171415 (value 1457027; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: CION Ares Diversified Credit Fund
Shares held as of 2026-03-31: 75000 (value 616500; 0.00% of shares outstanding; change 0.00)
Holder of OXLC: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2026-03-31: 222539 (value 1891581; 0.00% of shares outstanding; change 0.08)
Holder of OXLC: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 207000 (value 1759500; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: Simplify Exchange Traded Funds-Simplify Opportunistic Income ETF
Shares held as of 2026-03-31: 100000 (value 850000; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Ares Cr
Shares held as of 2026-03-31: 161192 (value 1370132; 0.00% of shares outstanding; change 0.07)
Holder of OXLC: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 177118 (value 1505503; 0.00% of shares outstanding; change 0.16)
Holder of OXLC: KKR Income Opportunities Fund
Shares held as of 2026-04-30: 370535 (value 3149547; 0.00% of shares outstanding; change 1.00)
Holder of OXLC: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-04-30: 190199 (value 1736516; 0.00% of shares outstanding; change 0.39)
Holder of OXLC: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-06-30: 185871 (value 1579903; 0.00% of shares outstanding; change -0.02)
Holder of OXLCO: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 18018 (value 427927; 0.01% of shares outstanding; change -0.27)
Holder of OXLCO: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 10823 (value 259860; 0.00% of shares outstanding; change -0.40)
Holder of OXLCP: Ancora Income Fund
Shares held as of 2024-06-30: 11757 (value 294042; 0.00% of shares outstanding; change -0.53)
Holder of OXM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 151998 (value 6782150; 0.01% of shares outstanding; change -0.03)
Holder of OXM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 453127 (value 20218526; 0.03% of shares outstanding; change 0.00)
Holder of OXM: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 603775 (value 22901185; 0.04% of shares outstanding; change 0.00)
Holder of OXM: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 173394 (value 6701678; 0.01% of shares outstanding; change 0.22)
Holder of OXM: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 428646 (value 16567168; 0.03% of shares outstanding; change 0.06)
Holder of OXM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 300234 (value 13246323; 0.02% of shares outstanding; change 1.00)
Holder of OXM: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 168613 (value 6516892; 0.01% of shares outstanding; change 0.12)
Holder of OXM: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 199389 (value 7706385; 0.01% of shares outstanding; change 0.37)
Holder of OXM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 453127 (value 17513359; 0.03% of shares outstanding; change 0.00)
Holder of OXM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 353585 (value 15776962; 0.02% of shares outstanding; change 0.02)
Holder of OXM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 573910 (value 25320908; 0.04% of shares outstanding; change 0.05)
Holder of OXM: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 601140 (value 23234061; 0.04% of shares outstanding; change 0.00)
Holder of OXM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 300234 (value 11387875; 0.02% of shares outstanding; change 0.00)
Holder of OXM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 855606 (value 31135501; 0.06% of shares outstanding; change 0.02)
Holder of OXM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 339738 (value 12886262; 0.02% of shares outstanding; change -0.04)
Holder of OXM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 603157 (value 22877745; 0.04% of shares outstanding; change 0.05)
Holder of OXM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 306434 (value 11843674; 0.02% of shares outstanding; change 0.02)
Holder of OXM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 848209 (value 32783279; 0.06% of shares outstanding; change -0.01)
Holder of OXM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 342971 (value 13255829; 0.02% of shares outstanding; change 0.01)
Holder of OXM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 632890 (value 24461199; 0.04% of shares outstanding; change 0.05)
Holder of OXSQ: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 227459 (value 304795; 0.00% of shares outstanding; change -0.07)
Holder of OXSQ: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 181231 (value 260972; 0.00% of shares outstanding; change -0.20)
Holder of OXY: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 54696940 (value 3097487770; 0.06% of shares outstanding; change 0.00)
Holder of OXY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 18136992 (value 1027097876; 0.02% of shares outstanding; change 0.02)
Holder of OXY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 23271315 (value 1317854593; 0.02% of shares outstanding; change 0.00)
Holder of OXY: Pacer Funds Trust-Pacer US Cash Cows 100 ETF
Shares held as of 2026-01-31: 5005076 (value 260364055; 0.01% of shares outstanding; change -0.24)
Holder of OXY: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 50637640 (value 2901536733; 0.05% of shares outstanding; change -0.07)
Holder of OXY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9184776 (value 520133874; 0.01% of shares outstanding; change 0.00)
Holder of OXY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18276433 (value 1047239596; 0.02% of shares outstanding; change 0.01)
Holder of OXY: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 15975326 (value 915386167; 0.02% of shares outstanding; change -0.01)
Holder of OXY: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 4808481 (value 275525957; 0.00% of shares outstanding; change 0.05)
Holder of OXY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 23472345 (value 1344965350; 0.02% of shares outstanding; change 0.01)
Holder of OXY: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 6842926 (value 392099654; 0.01% of shares outstanding; change 0.01)
Holder of OXY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 9216493 (value 479441970; 0.01% of shares outstanding; change 0.00)
Holder of OXY: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 16297411 (value 927811613; 0.02% of shares outstanding; change -0.02)
Holder of OXY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8586261 (value 488815841; 0.01% of shares outstanding; change 0.03)
Holder of OXY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9302604 (value 483921464; 0.01% of shares outstanding; change 0.01)
Holder of OXY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9203657 (value 527369539; 0.01% of shares outstanding; change 0.00)
Holder of OXY: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 15942732 (value 843211085; 0.02% of shares outstanding; change -0.02)
Holder of OXY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8670279 (value 458571051; 0.01% of shares outstanding; change 0.01)
Holder of OXY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9475644 (value 542954393; 0.01% of shares outstanding; change 0.02)
Holder of OXY: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 18017847 (value 1032422619; 0.02% of shares outstanding; change 0.13)
Holder of OXY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8775686 (value 502846801; 0.01% of shares outstanding; change 0.01)
Holder of OYC.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 10872942 (value 753821088; 0.02% of shares outstanding; change 1.23)
Holder of OYC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8295586 (value 575132992; 0.01% of shares outstanding; change 0.00)
Holder of OYC.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 8470100 (value 621451260; 0.01% of shares outstanding; change -0.05)
Holder of OYC.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 9441070 (value 692691331; 0.01% of shares outstanding; change 0.00)
Holder of OYC.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 16508082 (value 1211198021; 0.03% of shares outstanding; change 0.01)
Holder of OYC.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 14105132 (value 1034893573; 0.02% of shares outstanding; change -0.01)
Holder of OYC.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 20729823 (value 1520947170; 0.03% of shares outstanding; change 0.01)
Holder of OYC.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 14088617 (value 976763842; 0.02% of shares outstanding; change 0.00)
Holder of OYC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7772537 (value 538870004; 0.01% of shares outstanding; change 0.03)
Holder of OYC.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 10261942 (value 752918712; 0.02% of shares outstanding; change -0.06)
Holder of OYC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8401999 (value 582510606; 0.01% of shares outstanding; change 0.01)
Holder of OYC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 8312639 (value 609898346; 0.01% of shares outstanding; change 0.00)
Holder of OYC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 8558147 (value 627911268; 0.01% of shares outstanding; change 0.02)
Holder of OYC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7889297 (value 578837742; 0.01% of shares outstanding; change 0.01)
Holder of OYC.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 14088617 (value 1033681867; 0.02% of shares outstanding; change 0.00)
Holder of OYSE: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 22500 (value 231075; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 125106 (value 1283587; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 61964 (value 636370; 0.00% of shares outstanding; change 2.24)
Holder of OYSE: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 1112420 (value 11424553; 0.04% of shares outstanding; change 2.24)
Holder of OYSE: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1027000; 0.00% of shares outstanding; change 1.00)
Holder of OYSE: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 48229 (value 494829; 0.00% of shares outstanding; change 0.19)
Holder of OYSE: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 30980 (value 318164; 0.00% of shares outstanding; change 0.61)
Holder of OYSE: High Income Securities Fund
Shares held as of 2026-02-28: 200000 (value 2062000; 0.01% of shares outstanding; change 0.00)
Holder of OYSE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 125106 (value 1289842; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 24044 (value 247893; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 61964 (value 638848; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 30000 (value 309300; 0.00% of shares outstanding; change -0.30)
Holder of OYSE: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 1112420 (value 11469050; 0.04% of shares outstanding; change 0.00)
Holder of OYSE: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1031000; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 48229 (value 497241; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 30980 (value 319403; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14458 (value 148772; 0.00% of shares outstanding; change 0.00)
Holder of OYSE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14458 (value 149061; 0.00% of shares outstanding; change 0.00)
Holder of OZ: Innovator ETFs Trust-Innovator U.S. Small Cap Managed Floor ETF
Shares held as of 2026-01-31: 186 (value 8619; 0.00% of shares outstanding; change 0.42)
Holder of OZ: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 409 (value 18953; 0.00% of shares outstanding; change -0.01)
Holder of OZ: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 439 (value 19994; 0.00% of shares outstanding; change 0.07)
Holder of OZK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2412905 (value 116760471; 0.02% of shares outstanding; change -0.06)
Holder of OZK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1555079 (value 75250271; 0.01% of shares outstanding; change -0.05)
Holder of OZK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3284654 (value 158944405; 0.03% of shares outstanding; change -0.03)
Holder of OZK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1539253 (value 77131968; 0.01% of shares outstanding; change -0.01)
Holder of OZK: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 3272103 (value 164684949; 0.03% of shares outstanding; change 0.08)
Holder of OZK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2450614 (value 123339407; 0.02% of shares outstanding; change 0.02)
Holder of OZK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1560590 (value 78544497; 0.01% of shares outstanding; change 0.00)
Holder of OZK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3342134 (value 168209610; 0.03% of shares outstanding; change 0.02)
Holder of OZK: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 1560249 (value 78527335; 0.01% of shares outstanding; change -0.21)
Holder of OZK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2944245 (value 146034547; 0.03% of shares outstanding; change 0.05)
Holder of OZK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1539253 (value 77470606; 0.01% of shares outstanding; change 0.00)
Holder of OZK: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1856349 (value 92074907; 0.02% of shares outstanding; change 0.01)
Holder of OZK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1294054 (value 64185076; 0.01% of shares outstanding; change 0.05)
Holder of OZK: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3427536 (value 168840417; 0.03% of shares outstanding; change 0.00)
Holder of OZK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3073341 (value 154005119; 0.03% of shares outstanding; change 0.04)
Holder of OZK: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1875354 (value 97537158; 0.02% of shares outstanding; change 0.01)
Holder of OZK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 1197547 (value 60679704; 0.01% of shares outstanding; change -0.07)
Holder of OZK: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3427536 (value 172507893; 0.03% of shares outstanding; change 0.00)
Holder of OZK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3196416 (value 160875623; 0.03% of shares outstanding; change 0.04)
Holder of OZK: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 1920454 (value 96656453; 0.02% of shares outstanding; change 0.02)
Holder of OZK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1255532 (value 63190927; 0.01% of shares outstanding; change 0.05)
Holder of OZKAP: ANCORA TRUST-Ancora Income Fund
Shares held as of 2025-12-31: 40000 (value 654000; 0.00% of shares outstanding; change 1.00)
Holder of OZKAP: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 243669 (value 3983988; 0.02% of shares outstanding; change -0.02)
Holder of OZKAP: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 513775 (value 8400221; 0.04% of shares outstanding; change 0.01)
Holder of OZKAP: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 195175 (value 3191111; 0.01% of shares outstanding; change -0.01)
Holder of OZKAP: VELA Funds-VELA Income Opportunities Fund
Shares held as of 2026-04-30: 8700 (value 142245; 0.00% of shares outstanding; change 0.00)
Holder of OZKAP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 959353 (value 15685421; 0.07% of shares outstanding; change -0.06)
Holder of P: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3363372 (value 267421714; 0.01% of shares outstanding; change 0.01)
Holder of P: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 3997811 (value 317865961; 0.01% of shares outstanding; change -0.03)
Holder of P: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7084691 (value 563303796; 0.02% of shares outstanding; change -0.04)
Holder of P: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9787479 (value 778202476; 0.03% of shares outstanding; change 0.00)
Holder of P: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3043638 (value 226933641; 0.01% of shares outstanding; change 0.03)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 16759137 (value 1209506886; 0.05% of shares outstanding; change 0.03)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 4709258 (value 339867141; 0.01% of shares outstanding; change 0.00)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 4441009 (value 320507611; 0.01% of shares outstanding; change 0.01)
Holder of P: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2783500 (value 207537753; 0.01% of shares outstanding; change 0.18)
Holder of P: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3500409 (value 260990486; 0.01% of shares outstanding; change 0.04)
Holder of P: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4047357 (value 301770928; 0.01% of shares outstanding; change 0.01)
Holder of P: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7232336 (value 539242954; 0.02% of shares outstanding; change 0.02)
Holder of P: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9950584 (value 741915518; 0.03% of shares outstanding; change 0.02)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 16759137 (value 1217635078; 0.05% of shares outstanding; change 0.00)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 4694172 (value 341055060; 0.01% of shares outstanding; change 0.00)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 4441009 (value 322661503; 0.01% of shares outstanding; change 0.00)
Holder of P: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 2373027 (value 188679381; 0.01% of shares outstanding; change 0.00)
Holder of P: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 10594902 (value 790485644; 0.03% of shares outstanding; change 0.02)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 17078817 (value 1273396553; 0.05% of shares outstanding; change 0.02)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 4708823 (value 351089831; 0.01% of shares outstanding; change 0.00)
Holder of P: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 4226009 (value 315091220; 0.01% of shares outstanding; change -0.05)
Holder of P: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 10640871 (value 793383315; 0.03% of shares outstanding; change 0.00)
Holder of P8S0.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 565846 (value 39269713; 0.00% of shares outstanding; change 0.03)