speb/financial-data huggingface dataset:
Holder of TONX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 247974 (value 803435; 0.00% of shares outstanding; change -0.09)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 39176 (value 126930; 0.00% of shares outstanding; change 0.00)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 72278 (value 234180; 0.00% of shares outstanding; change 0.00)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 91786 (value 297386; 0.00% of shares outstanding; change 0.00)
Holder of TOON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 417086 (value 296256; 0.01% of shares outstanding; change 0.00)
Holder of TOON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1158385 (value 822800; 0.04% of shares outstanding; change 0.00)
Holder of TOON: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 64516 (value 45825; 0.00% of shares outstanding; change 1.00)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 441527 (value 322535; 0.01% of shares outstanding; change 0.67)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 59096 (value 43169; 0.00% of shares outstanding; change 0.00)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 55328 (value 40417; 0.00% of shares outstanding; change 0.00)
Holder of TOON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 417086 (value 241909; 0.01% of shares outstanding; change 0.00)
Holder of TOON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1158385 (value 671863; 0.04% of shares outstanding; change 0.00)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 439920 (value 358842; 0.01% of shares outstanding; change 0.00)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 59096 (value 48204; 0.00% of shares outstanding; change 0.00)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 55328 (value 45131; 0.00% of shares outstanding; change 0.00)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 400401 (value 232232; 0.01% of shares outstanding; change -0.09)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 59096 (value 34275; 0.00% of shares outstanding; change 0.00)
Holder of TOON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 55328 (value 32090; 0.00% of shares outstanding; change 0.00)
Holder of TOP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11095 (value 11725; 0.00% of shares outstanding; change 0.00)
Holder of TOP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11095 (value 16420; 0.00% of shares outstanding; change 0.00)
Holder of TOP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11095 (value 24298; 0.00% of shares outstanding; change 0.00)
Holder of TOPP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5228 (value 13331; 0.00% of shares outstanding; change 0.00)
Holder of TOPP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 37662 (value 42558; 0.00% of shares outstanding; change 2.09)
Holder of TOPP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1246 (value 1407; 0.00% of shares outstanding; change 0.00)
Holder of TOPP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3413 (value 1877; 0.00% of shares outstanding; change -0.35)
Holder of TOPP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 37525 (value 49533; 0.00% of shares outstanding; change 0.00)
Holder of TOPP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 37525 (value 20638; 0.00% of shares outstanding; change 0.00)
Holder of TOPS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 1424 (value 1281; 0.00% of shares outstanding; change 0.00)
Holder of TOPS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 4756 (value 4280; 0.00% of shares outstanding; change 0.00)
Holder of TOPS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1650 (value 1484; 0.00% of shares outstanding; change 0.00)
Holder of TOPS: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 4995 (value 4495; 0.00% of shares outstanding; change 0.00)
Holder of TOPS: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 3844 (value 3459; 0.00% of shares outstanding; change 0.00)
Holder of TOPS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 640 (value 499; 0.00% of shares outstanding; change 1.00)
Holder of TOPS: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 4995 (value 3896; 0.00% of shares outstanding; change 0.00)
Holder of TOPS: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 574 (value 447; 0.00% of shares outstanding; change 1.00)
Holder of TOPS: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 3844 (value 2998; 0.00% of shares outstanding; change 0.00)
Holder of TORO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11890 (value 60579; 0.00% of shares outstanding; change 0.00)
Holder of TORO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11890 (value 61471; 0.00% of shares outstanding; change 0.00)
Holder of TORO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11890 (value 60282; 0.00% of shares outstanding; change 0.00)
Holder of TOST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5051914 (value 131501324; 0.01% of shares outstanding; change 0.02)
Holder of TOST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 6263264 (value 163032766; 0.01% of shares outstanding; change -0.03)
Holder of TOST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 11102062 (value 288986681; 0.02% of shares outstanding; change -0.03)
Holder of TOST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15415437 (value 401263835; 0.03% of shares outstanding; change 0.01)
Holder of TOST: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 4880604 (value 120502115; 0.01% of shares outstanding; change 0.08)
Holder of TOST: Capital Group Growth ETF
Shares held as of 2026-02-28: 3485192 (value 104834575; 0.01% of shares outstanding; change 0.17)
Holder of TOST: AB Large Cap Growth Fund Inc
Shares held as of 2026-03-31: 4506269 (value 109344614; 0.01% of shares outstanding; change 1.23)
Holder of TOST: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 6218473 (value 187051667; 0.01% of shares outstanding; change -0.26)
Holder of TOST: Fidelity Contrafund
Shares held as of 2026-03-31: 6884396 (value 179200832; 0.01% of shares outstanding; change 0.05)
Holder of TOST: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 17954190 (value 521389694; 0.03% of shares outstanding; change -0.16)
Holder of TOST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5314081 (value 154320917; 0.01% of shares outstanding; change 0.05)
Holder of TOST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 6423662 (value 186543150; 0.01% of shares outstanding; change 0.03)
Holder of TOST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 11477764 (value 333314277; 0.02% of shares outstanding; change 0.03)
Holder of TOST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15816985 (value 459325258; 0.03% of shares outstanding; change 0.03)
Holder of TOST: AB Large Cap Growth Fund Inc
Shares held as of 2026-04-30: 3992108 (value 98565148; 0.01% of shares outstanding; change -0.11)
Holder of TOST: Fidelity Contrafund
Shares held as of 2026-04-30: 11251499 (value 277799516; 0.02% of shares outstanding; change 0.63)
Holder of TOST: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 6308060 (value 183186068; 0.01% of shares outstanding; change 0.29)
Holder of TOST: Capital Group Growth ETF
Shares held as of 2026-05-31: 3679569 (value 106854687; 0.01% of shares outstanding; change 0.06)
Holder of TOST: Fidelity Contrafund
Shares held as of 2026-05-31: 11680699 (value 339207509; 0.02% of shares outstanding; change 0.04)
Holder of TOST: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 3074617 (value 89286880; 0.01% of shares outstanding; change 0.00)
Holder of TOST: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 4355512 (value 126484072; 0.01% of shares outstanding; change -0.30)
Holder of TOT.TO: AMG Funds-AMG Yacktman Global Fund
Shares held as of 2025-12-31: 600000 (value 15077999; 0.02% of shares outstanding; change -0.10)
Holder of TOT.TO: AMG Funds-AMG Yacktman Special Opportunities Fund
Shares held as of 2025-12-31: 140000 (value 3518199; 0.00% of shares outstanding; change -0.15)
Holder of TOT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 500563 (value 11002374; 0.01% of shares outstanding; change 0.01)
Holder of TOT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 153816 (value 3380875; 0.00% of shares outstanding; change 0.00)
Holder of TOT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 58569 (value 1287346; 0.00% of shares outstanding; change 0.00)
Holder of TOT.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 249286 (value 5479306; 0.01% of shares outstanding; change 0.00)
Holder of TOT.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 88805 (value 1951933; 0.00% of shares outstanding; change 0.05)
Holder of TOT.TO: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 1021000 (value 22441579; 0.03% of shares outstanding; change 0.00)
Holder of TOT.TO: AMG Funds-AMG Yacktman Global Fund
Shares held as of 2026-03-31: 500000 (value 11654999; 0.01% of shares outstanding; change -0.17)
Holder of TOT.TO: AMG Funds-AMG Yacktman Special Opportunities Fund
Shares held as of 2026-03-31: 100000 (value 2330999; 0.00% of shares outstanding; change -0.29)
Holder of TOT.TO: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 615510 (value 14347537; 0.02% of shares outstanding; change 0.00)
Holder of TOT.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 302163 (value 7593355; 0.01% of shares outstanding; change 0.07)
Holder of TOT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 503863 (value 11745046; 0.01% of shares outstanding; change 0.01)
Holder of TOT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 160416 (value 3739296; 0.00% of shares outstanding; change 0.04)
Holder of TOT.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 249286 (value 5810856; 0.01% of shares outstanding; change 0.00)
Holder of TOT.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 77147 (value 1798296; 0.00% of shares outstanding; change 1.08)
Holder of TOT.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 99305 (value 2314799; 0.00% of shares outstanding; change 0.12)
Holder of TOT.TO: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 1021000 (value 23799509; 0.03% of shares outstanding; change 0.00)
Holder of TOT.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 323266 (value 7105386; 0.01% of shares outstanding; change 0.07)
Holder of TOT.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 361483 (value 8426168; 0.01% of shares outstanding; change 0.12)
Holder of TOTB.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 19027870 (value 1453729297; 0.01% of shares outstanding; change 0.00)
Holder of TOTB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 17334617 (value 1324364765; 0.01% of shares outstanding; change 0.01)
Holder of TOTB.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 25952916 (value 1982802822; 0.01% of shares outstanding; change -0.01)
Holder of TOTB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 26854428 (value 2051678340; 0.01% of shares outstanding; change -0.01)
Holder of TOTB.DE: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 9591285 (value 727690819; 0.00% of shares outstanding; change -0.02)
Holder of TOTB.DE: ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND
Shares held as of 2026-03-31: 10311702 (value 782348859; 0.00% of shares outstanding; change 0.38)
Holder of TOTB.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 18698370 (value 1418645383; 0.01% of shares outstanding; change -0.02)
Holder of TOTB.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 10000706 (value 705449810; 0.00% of shares outstanding; change 2.79)
Holder of TOTB.DE: Income Fund of America
Shares held as of 2026-03-31: 20643521 (value 1577165035; 0.01% of shares outstanding; change 1.27)
Holder of TOTB.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 19268802 (value 1472136502; 0.01% of shares outstanding; change 0.05)
Holder of TOTB.DE: THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund
Shares held as of 2026-03-31: 8285200 (value 628598146; 0.00% of shares outstanding; change 0.00)
Holder of TOTB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 17560192 (value 1332291815; 0.01% of shares outstanding; change 0.01)
Holder of TOTB.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 27288742 (value 2070396930; 0.01% of shares outstanding; change 0.05)
Holder of TOTB.DE: Income Fund of America
Shares held as of 2026-04-30: 20643521 (value 1566223994; 0.01% of shares outstanding; change 0.00)
Holder of TOTB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 26559971 (value 2015105072; 0.01% of shares outstanding; change -0.01)
Holder of TOTB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 14124789 (value 1079133901; 0.01% of shares outstanding; change 0.01)
Holder of TOTB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 14338210 (value 1087840032; 0.01% of shares outstanding; change 0.02)
Holder of TOTB.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 18474560 (value 1401664917; 0.01% of shares outstanding; change -0.04)
Holder of TOU.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 1184253 (value 76230368; 0.00% of shares outstanding; change 0.02)
Holder of TOU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3468181 (value 223246820; 0.01% of shares outstanding; change 0.02)
Holder of TOU.TO: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 3185980 (value 192496905; 0.01% of shares outstanding; change 0.00)
Holder of TOU.TO: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 1579482 (value 95432299; 0.00% of shares outstanding; change 0.00)
Holder of TOU.TO: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 1773373 (value 107147193; 0.00% of shares outstanding; change 0.12)
Holder of TOU.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1252205 (value 75658223; 0.00% of shares outstanding; change -0.02)
Holder of TOU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5374038 (value 324699366; 0.01% of shares outstanding; change 0.01)
Holder of TOU.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 1221799 (value 76350221; 0.00% of shares outstanding; change 0.03)
Holder of TOU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1655859 (value 106587648; 0.00% of shares outstanding; change 0.03)
Holder of TOU.TO: Income Fund of America
Shares held as of 2026-03-31: 9727484 (value 587734565; 0.03% of shares outstanding; change 0.00)
Holder of TOU.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2015054 (value 120318872; 0.01% of shares outstanding; change 0.00)
Holder of TOU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3544790 (value 230978529; 0.01% of shares outstanding; change 0.02)
Holder of TOU.TO: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 3185980 (value 207598468; 0.01% of shares outstanding; change 0.00)
Holder of TOU.TO: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 1579482 (value 102919052; 0.00% of shares outstanding; change 0.00)
Holder of TOU.TO: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 2028012 (value 132145269; 0.01% of shares outstanding; change 0.14)
Holder of TOU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1731307 (value 104605565; 0.00% of shares outstanding; change 0.05)
Holder of TOU.TO: Income Fund of America
Shares held as of 2026-04-30: 9727484 (value 633842893; 0.03% of shares outstanding; change 0.00)
Holder of TOU.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1308291 (value 85248246; 0.00% of shares outstanding; change 0.04)
Holder of TOU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5364937 (value 349579314; 0.01% of shares outstanding; change 0.00)
Holder of TOU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1771528 (value 115432770; 0.00% of shares outstanding; change 0.02)
Holder of TOU.TO: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-06-30: 1327788 (value 86518670; 0.00% of shares outstanding; change 4.31)
Holder of TOU.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2015054 (value 131300926; 0.01% of shares outstanding; change 0.00)
Holder of TOUR: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 8805 (value 40679; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-01-31: 906 (value 4185; 0.00% of shares outstanding; change -0.52)
Holder of TOUR: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Sustainability Co
Shares held as of 2026-01-31: 1140 (value 5266; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 1866 (value 8620; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2473 (value 13111; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 8804 (value 44900; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 905 (value 4615; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Sustainability Co
Shares held as of 2026-04-30: 1139 (value 5808; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 1866 (value 9516; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2472 (value 11420; 0.00% of shares outstanding; change 0.00)
Holder of TOUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2472 (value 12607; 0.00% of shares outstanding; change 0.00)
Holder of TOVX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 13947 (value 3958; 0.00% of shares outstanding; change 0.00)
Holder of TOVX: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 31 (value 6; 0.00% of shares outstanding; change 0.00)
Holder of TOVX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 403884 (value 104080; 0.01% of shares outstanding; change 1.10)
Holder of TOVX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 26070 (value 6718; 0.00% of shares outstanding; change 0.00)
Holder of TOVX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 192404 (value 42886; 0.00% of shares outstanding; change 12.80)
Holder of TOVX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 402414 (value 99356; 0.01% of shares outstanding; change 0.00)
Holder of TOVX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 26070 (value 6436; 0.00% of shares outstanding; change 0.00)
Holder of TOVX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 284723 (value 63464; 0.01% of shares outstanding; change -0.29)
Holder of TOVX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 26070 (value 5811; 0.00% of shares outstanding; change 0.00)
Holder of TOWN: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1357253 (value 46431623; 0.02% of shares outstanding; change -0.09)
Holder of TOWN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2183883 (value 74710635; 0.03% of shares outstanding; change -0.09)
Holder of TOWN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 788739 (value 26872337; 0.01% of shares outstanding; change 0.01)
Holder of TOWN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1699819 (value 57912832; 0.02% of shares outstanding; change 0.04)
Holder of TOWN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1097170 (value 37380581; 0.01% of shares outstanding; change 0.05)
Holder of TOWN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2384072 (value 81225332; 0.03% of shares outstanding; change 0.10)
Holder of TOWN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 929769 (value 33016095; 0.01% of shares outstanding; change -0.04)
Holder of TOWN: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1607241 (value 58905385; 0.02% of shares outstanding; change 0.18)
Holder of TOWN: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1110044 (value 40683114; 0.01% of shares outstanding; change 1.00)
Holder of TOWN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2499678 (value 91613202; 0.03% of shares outstanding; change 0.14)
Holder of TOWN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 955236 (value 35009400; 0.01% of shares outstanding; change 0.21)
Holder of TOWN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2013819 (value 73806469; 0.03% of shares outstanding; change 0.18)
Holder of TOWN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1280870 (value 46943887; 0.02% of shares outstanding; change 0.17)
Holder of TOWN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2799483 (value 102601056; 0.04% of shares outstanding; change 0.17)
Holder of TOWN: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 1420000 (value 52043002; 0.02% of shares outstanding; change -0.07)
Holder of TOWN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2025008 (value 68992021; 0.03% of shares outstanding; change 0.13)
Holder of TOWN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 929769 (value 34076035; 0.01% of shares outstanding; change 0.00)
Holder of TOWN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1945785 (value 69094822; 0.03% of shares outstanding; change -0.04)
Holder of TOWN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2015723 (value 73876251; 0.03% of shares outstanding; change 0.04)
Holder of TOY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 74031 (value 1335519; 0.00% of shares outstanding; change 0.00)
Holder of TOY.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 79224 (value 1429201; 0.00% of shares outstanding; change -0.43)
Holder of TOY.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 104866 (value 1891782; 0.00% of shares outstanding; change 1.00)
Holder of TOY.TO: HARBOR FUNDS-Harbor Diversified International All Cap Fund
Shares held as of 2026-01-31: 60781 (value 1096489; 0.00% of shares outstanding; change -0.04)
Holder of TOY.TO: HARBOR FUNDS-Harbor International Small Cap Fund
Shares held as of 2026-01-31: 162891 (value 2938553; 0.01% of shares outstanding; change 0.00)
Holder of TOY.TO: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 896257 (value 16168477; 0.03% of shares outstanding; change 0.00)
Holder of TOY.TO: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 55598 (value 1265966; 0.00% of shares outstanding; change 0.21)
Holder of TOY.TO: Smead Funds Trust-Smead International Value Fund
Shares held as of 2026-02-28: 125435 (value 2808489; 0.00% of shares outstanding; change 1.00)
Holder of TOY.TO: Advisors Series Trust-Pzena International Small Cap Value Fund
Shares held as of 2026-04-30: 384016 (value 7065894; 0.01% of shares outstanding; change 0.24)
Holder of TOY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 141627 (value 2605936; 0.00% of shares outstanding; change 0.77)
Holder of TOY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 74031 (value 1685685; 0.00% of shares outstanding; change 0.00)
Holder of TOY.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 79224 (value 1803930; 0.00% of shares outstanding; change 0.00)
Holder of TOY.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 104866 (value 2387798; 0.00% of shares outstanding; change 0.00)
Holder of TOY.TO: HARBOR FUNDS-Harbor Diversified International All Cap Fund
Shares held as of 2026-04-30: 60781 (value 1383983; 0.00% of shares outstanding; change 0.00)
Holder of TOY.TO: HARBOR FUNDS-Harbor International Small Cap Fund
Shares held as of 2026-04-30: 162891 (value 3709028; 0.01% of shares outstanding; change 0.00)
Holder of TOY.TO: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 896257 (value 20407772; 0.03% of shares outstanding; change 0.00)
Holder of TOY.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 55048 (value 1253442; 0.00% of shares outstanding; change 0.00)
Holder of TOY.TO: Advisors Series Trust-Pzena International Small Cap Value Fund
Shares held as of 2026-05-31: 384016 (value 8386909; 0.01% of shares outstanding; change 0.00)
Holder of TOY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 174883 (value 3154889; 0.01% of shares outstanding; change 0.23)
Holder of TOY.TO: Advisors Series Trust-Pzena International Small Cap Value Fund
Shares held as of 2026-06-30: 384016 (value 8744044; 0.01% of shares outstanding; change 0.00)
Holder of TOY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 228722 (value 5208000; 0.01% of shares outstanding; change 0.31)
Holder of TOYO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 36713 (value 489200; 0.00% of shares outstanding; change -0.09)
Holder of TOYO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 36713 (value 476901; 0.00% of shares outstanding; change 0.00)
Holder of TOYO: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-04-30: 70000 (value 909299; 0.00% of shares outstanding; change 1.00)
Holder of TOYO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 36713 (value 176956; 0.00% of shares outstanding; change 0.00)
Holder of TOYO: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-05-31: 115000 (value 554300; 0.00% of shares outstanding; change 0.64)
Holder of TOYO: -ProShares Russell 2000 Dynamic Buffer ETF
Shares held as of 2026-06-30: 3 (value 15; 0.00% of shares outstanding; change 1.00)
Holder of TOYO: Franklin Templeton ETF TRT-Franklin U.S. Small Cap Multifactor Index E
Shares held as of 2026-06-30: 252 (value 1214; 0.00% of shares outstanding; change 1.00)
Holder of TOYO: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 3721 (value 17935; 0.00% of shares outstanding; change 1.00)
Holder of TOYO: Invesco Exch-Trd Self-Indexed Fd. TRT-Invesco Russell 2000 Dynamic Mul
Shares held as of 2026-06-30: 4728 (value 22788; 0.00% of shares outstanding; change 1.00)
Holder of TOYO: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 649179 (value 3129042; 0.02% of shares outstanding; change 1.00)
Holder of TOYO: ProShares Trust-ProShares Hedge Replication ETF
Shares held as of 2026-06-30: 8 (value 38; 0.00% of shares outstanding; change 1.00)
Holder of TOYO: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 423 (value 2038; 0.00% of shares outstanding; change 1.00)
Holder of TOYO: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 334 (value 1609; 0.00% of shares outstanding; change 1.00)
Holder of TOYO: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 280 (value 1349; 0.00% of shares outstanding; change 1.00)
Holder of TPB: Lord Abbett Bond Debenture Fund Inc
Shares held as of 2025-12-31: 249671 (value 21204558; 0.01% of shares outstanding; change 1.00)
Holder of TPB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 184675 (value 15581030; 0.01% of shares outstanding; change 0.00)
Holder of TPB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 206180 (value 17510867; 0.01% of shares outstanding; change 0.07)
Holder of TPB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 578015 (value 49090814; 0.03% of shares outstanding; change 0.16)
Holder of TPB: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 530749 (value 42672220; 0.03% of shares outstanding; change 0.11)
Holder of TPB: Vanguard Explorer Fund
Shares held as of 2026-01-31: 356156 (value 28634942; 0.02% of shares outstanding; change -0.34)
Holder of TPB: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 223078 (value 17935471; 0.01% of shares outstanding; change -0.15)
Holder of TPB: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 205000 (value 17410650; 0.01% of shares outstanding; change 0.17)
Holder of TPB: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 205000 (value 15604600; 0.01% of shares outstanding; change 0.17)
Holder of TPB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 196023 (value 14921271; 0.01% of shares outstanding; change 0.06)
Holder of TPB: Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF
Shares held as of 2026-03-31: 262061 (value 19948084; 0.01% of shares outstanding; change 0.50)
Holder of TPB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 212574 (value 16181133; 0.01% of shares outstanding; change 0.03)
Holder of TPB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 583673 (value 44429190; 0.03% of shares outstanding; change 0.01)
Holder of TPB: VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio
Shares held as of 2026-03-31: 183102 (value 13937724; 0.01% of shares outstanding; change 0.06)
Holder of TPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 446987 (value 37962606; 0.02% of shares outstanding; change 0.06)
Holder of TPB: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 611830 (value 51620098; 0.03% of shares outstanding; change 0.01)
Holder of TPB: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 529067 (value 40272581; 0.03% of shares outstanding; change 0.00)
Holder of TPB: Vanguard Explorer Fund
Shares held as of 2026-04-30: 300257 (value 22855563; 0.02% of shares outstanding; change -0.16)
Holder of TPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 429508 (value 34532443; 0.02% of shares outstanding; change -0.04)
Holder of TPB: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 618092 (value 51202739; 0.03% of shares outstanding; change 0.01)
Holder of TPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 440146 (value 33503914; 0.02% of shares outstanding; change 0.02)
Holder of TPB: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 902859 (value 68725629; 0.05% of shares outstanding; change 0.46)
Holder of TPC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 477110 (value 34108592; 0.01% of shares outstanding; change 0.01)
Holder of TPC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1413814 (value 101073559; 0.03% of shares outstanding; change 0.01)
Holder of TPC: ALGER FUNDS-Alger Small Cap Focus Fund
Shares held as of 2026-01-31: 493687 (value 39702307; 0.01% of shares outstanding; change -0.06)
Holder of TPC: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-01-31: 391235 (value 31463117; 0.01% of shares outstanding; change 0.03)
Holder of TPC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 435285 (value 35005618; 0.01% of shares outstanding; change 0.01)
Holder of TPC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1507654 (value 130819132; 0.03% of shares outstanding; change 1.00)
Holder of TPC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 493768 (value 42844247; 0.01% of shares outstanding; change 0.03)
Holder of TPC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1428129 (value 123918748; 0.03% of shares outstanding; change 0.01)
Holder of TPC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1091430 (value 78026328; 0.02% of shares outstanding; change 0.01)
Holder of TPC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1599541 (value 115390886; 0.03% of shares outstanding; change 0.08)
Holder of TPC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 440341 (value 38208387; 0.01% of shares outstanding; change 0.01)
Holder of TPC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 908907 (value 65568550; 0.02% of shares outstanding; change 0.04)
Holder of TPC: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 475471 (value 34300477; 0.01% of shares outstanding; change 0.03)
Holder of TPC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1051685 (value 84576505; 0.02% of shares outstanding; change -0.04)
Holder of TPC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1759929 (value 141533486; 0.03% of shares outstanding; change 0.10)
Holder of TPC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 935650 (value 81186347; 0.02% of shares outstanding; change 0.03)
Holder of TPC: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 485507 (value 38170561; 0.01% of shares outstanding; change 0.02)
Holder of TPC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1064759 (value 92389134; 0.02% of shares outstanding; change 0.01)
Holder of TPC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 386575 (value 30392527; 0.01% of shares outstanding; change 0.02)
Holder of TPC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1889470 (value 163949305; 0.04% of shares outstanding; change 0.07)
Holder of TPC: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 423528 (value 36749523; 0.01% of shares outstanding; change 0.30)
Holder of TPC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 657848 (value 57081468; 0.01% of shares outstanding; change 1.04)
Holder of TPC: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 504392 (value 43766092; 0.01% of shares outstanding; change 0.04)
Holder of TPCS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 95419 (value 379767; 0.01% of shares outstanding; change 0.00)
Holder of TPCS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 178984 (value 712356; 0.02% of shares outstanding; change 0.00)
Holder of TPCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 2805 (value 10967; 0.00% of shares outstanding; change 1.00)
Holder of TPCS: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 2743 (value 10725; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 110000 (value 430100; 0.01% of shares outstanding; change 0.16)
Holder of TPCS: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 4478 (value 17508; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 218000 (value 994079; 0.03% of shares outstanding; change 1.00)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 43825 (value 164781; 0.01% of shares outstanding; change -0.09)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 13766 (value 51760; 0.00% of shares outstanding; change 0.11)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 16118 (value 60603; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 95419 (value 435110; 0.01% of shares outstanding; change 0.00)
Holder of TPCS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 181940 (value 829646; 0.02% of shares outstanding; change 0.02)
Holder of TPCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 2805 (value 12790; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT.
Shares held as of 2026-04-30: 1969 (value 8978; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-04-30: 2743 (value 12508; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 43666 (value 170734; 0.01% of shares outstanding; change 0.00)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 13766 (value 53825; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 16118 (value 63021; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 4478 (value 20419; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 43666 (value 199116; 0.01% of shares outstanding; change 0.00)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 13766 (value 62772; 0.00% of shares outstanding; change 0.00)
Holder of TPCS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 16118 (value 73498; 0.00% of shares outstanding; change 0.00)
Holder of TPD.DE: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 2446715 (value 146362490; 0.01% of shares outstanding; change -0.10)
Holder of TPD.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2343098 (value 140164121; 0.01% of shares outstanding; change 0.04)
Holder of TPD.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2194104 (value 131251300; 0.01% of shares outstanding; change 0.01)
Holder of TPD.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4598282 (value 275069227; 0.02% of shares outstanding; change 0.02)
Holder of TPD.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6343521 (value 379469424; 0.03% of shares outstanding; change 0.01)
Holder of TPD.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 2384744 (value 153577517; 0.01% of shares outstanding; change 0.00)
Holder of TPD.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2076893 (value 124239738; 0.01% of shares outstanding; change 0.10)
Holder of TPD.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 2600144 (value 155540613; 0.01% of shares outstanding; change 0.09)
Holder of TPD.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 3411208 (value 204058461; 0.02% of shares outstanding; change 0.00)
Holder of TPD.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2961189 (value 177138325; 0.01% of shares outstanding; change 0.00)
Holder of TPD.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 7121060 (value 425981807; 0.03% of shares outstanding; change 0.00)
Holder of TPET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 79094 (value 28790; 0.00% of shares outstanding; change 0.00)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 80382 (value 30456; 0.00% of shares outstanding; change 0.12)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12867 (value 4875; 0.00% of shares outstanding; change 0.17)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1649 (value 624; 0.00% of shares outstanding; change 0.00)
Holder of TPET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 79094 (value 23277; 0.00% of shares outstanding; change 0.00)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 80089 (value 23426; 0.00% of shares outstanding; change 0.00)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12867 (value 3763; 0.00% of shares outstanding; change 0.00)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1649 (value 482; 0.00% of shares outstanding; change 0.00)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 80089 (value 23570; 0.00% of shares outstanding; change 0.00)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12867 (value 3786; 0.00% of shares outstanding; change 0.00)
Holder of TPET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1649 (value 485; 0.00% of shares outstanding; change 0.00)
Holder of TPG: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 1505800 (value 64101905; 0.01% of shares outstanding; change -0.08)
Holder of TPG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1387845 (value 59080561; 0.01% of shares outstanding; change 0.05)
Holder of TPG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2992089 (value 127373227; 0.02% of shares outstanding; change -0.01)
Holder of TPG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1929133 (value 82123191; 0.01% of shares outstanding; change 0.00)
Holder of TPG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4135223 (value 176036441; 0.03% of shares outstanding; change 0.03)
Holder of TPG: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 3183780 (value 125536446; 0.02% of shares outstanding; change -0.04)
Holder of TPG: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 2438149 (value 106644641; 0.02% of shares outstanding; change 0.00)
Holder of TPG: Capital Income Builder
Shares held as of 2026-03-31: 4389704 (value 173086030; 0.03% of shares outstanding; change 0.11)
Holder of TPG: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 1427137 (value 61124280; 0.01% of shares outstanding; change -0.04)