speb/financial-data huggingface dataset:
Holder of TDS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5989279 (value 237115556; 0.06% of shares outstanding; change 0.01)
Holder of TDS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2340940 (value 90922109; 0.02% of shares outstanding; change -0.04)
Holder of TDS: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 914626 (value 36210043; 0.01% of shares outstanding; change -0.05)
Holder of TDS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3845974 (value 149377630; 0.04% of shares outstanding; change 0.08)
Holder of TDS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5961171 (value 204885440; 0.06% of shares outstanding; change 0.00)
Holder of TDS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2385431 (value 81987260; 0.02% of shares outstanding; change 0.02)
Holder of TDS: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 940981 (value 32341515; 0.01% of shares outstanding; change 0.03)
Holder of TDS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4093618 (value 140697646; 0.04% of shares outstanding; change 0.06)
Holder of TDTH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 291 (value 695; 0.00% of shares outstanding; change 0.00)
Holder of TDTH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 291 (value 619; 0.00% of shares outstanding; change 0.00)
Holder of TDTH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 291 (value 858; 0.00% of shares outstanding; change 0.00)
Holder of TDUP: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 755270 (value 3719704; 0.01% of shares outstanding; change 0.62)
Holder of TDUP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1053442 (value 4898505; 0.01% of shares outstanding; change 0.03)
Holder of TDUP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3047786 (value 14172205; 0.03% of shares outstanding; change 0.05)
Holder of TDUP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 959847 (value 5826271; 0.01% of shares outstanding; change 0.01)
Holder of TDUP: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 779281 (value 4730235; 0.01% of shares outstanding; change 0.00)
Holder of TDUP: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 9275000 (value 52867498; 0.09% of shares outstanding; change 0.53)
Holder of TDUP: SmallCap World Fund Inc
Shares held as of 2026-03-31: 8707600 (value 49633318; 0.08% of shares outstanding; change 0.00)
Holder of TDUP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1115890 (value 6360572; 0.01% of shares outstanding; change 0.06)
Holder of TDUP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3113486 (value 17746869; 0.03% of shares outstanding; change 0.02)
Holder of TDUP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2458373 (value 11431434; 0.02% of shares outstanding; change 0.02)
Holder of TDUP: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 1573778 (value 7750856; 0.01% of shares outstanding; change 0.13)
Holder of TDUP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 989912 (value 5642498; 0.01% of shares outstanding; change 0.03)
Holder of TDUP: TIAA-CREF Funds-Nuveen Quant Small/Mid Cap Equity Fund
Shares held as of 2026-04-30: 739930 (value 4217600; 0.01% of shares outstanding; change 0.56)
Holder of TDUP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2362125 (value 14338099; 0.02% of shares outstanding; change -0.04)
Holder of TDUP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 808572 (value 4908032; 0.01% of shares outstanding; change 0.00)
Holder of TDUP: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 1638280 (value 9944359; 0.02% of shares outstanding; change 0.04)
Holder of TDUP: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-05-31: 1688572 (value 11144575; 0.02% of shares outstanding; change 1.24)
Holder of TDUP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2384597 (value 13592202; 0.02% of shares outstanding; change 0.01)
Holder of TDUP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 834004 (value 4753822; 0.01% of shares outstanding; change 0.03)
Holder of TDUP: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1685685 (value 9608404; 0.02% of shares outstanding; change 0.03)
Holder of TDUP: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-06-30: 860988 (value 4907631; 0.01% of shares outstanding; change -0.49)
Holder of TDW: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 1033765 (value 75971387; 0.02% of shares outstanding; change -0.13)
Holder of TDW: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1684526 (value 123795812; 0.03% of shares outstanding; change -0.17)
Holder of TDW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 954414 (value 70139882; 0.02% of shares outstanding; change -0.04)
Holder of TDW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1333210 (value 97977600; 0.03% of shares outstanding; change -0.01)
Holder of TDW: Third Avenue Trust-THIRD AVENUE VALUE FUND
Shares held as of 2026-01-31: 677381 (value 43806228; 0.01% of shares outstanding; change 0.00)
Holder of TDW: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 750769 (value 58965397; 0.02% of shares outstanding; change -0.27)
Holder of TDW: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1642853 (value 124561113; 0.03% of shares outstanding; change -0.14)
Holder of TDW: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1256485 (value 98684333; 0.03% of shares outstanding; change -0.25)
Holder of TDW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 970479 (value 76221421; 0.02% of shares outstanding; change 0.02)
Holder of TDW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1348861 (value 105939544; 0.03% of shares outstanding; change 0.01)
Holder of TDW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1203839 (value 88470125; 0.02% of shares outstanding; change 0.01)
Holder of TDW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1157747 (value 84689194; 0.02% of shares outstanding; change 0.08)
Holder of TDW: Third Avenue Trust-THIRD AVENUE VALUE FUND
Shares held as of 2026-04-30: 677381 (value 53201504; 0.01% of shares outstanding; change 0.00)
Holder of TDW: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 749488 (value 54825048; 0.02% of shares outstanding; change -0.01)
Holder of TDW: Vanguard Explorer Fund
Shares held as of 2026-04-30: 780685 (value 61315000; 0.02% of shares outstanding; change 49.57)
Holder of TDW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2791586 (value 180531861; 0.06% of shares outstanding; change 0.01)
Holder of TDW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1159696 (value 74997538; 0.02% of shares outstanding; change -0.04)
Holder of TDW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1233388 (value 79763199; 0.02% of shares outstanding; change 0.07)
Holder of TDW: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 730232 (value 53577123; 0.01% of shares outstanding; change -0.03)
Holder of TDW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2791586 (value 219251166; 0.06% of shares outstanding; change 0.00)
Holder of TDW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1178467 (value 92556799; 0.02% of shares outstanding; change 0.02)
Holder of TDW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1311362 (value 102994372; 0.03% of shares outstanding; change 0.06)
Holder of TDW: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1412387 (value 110928876; 0.03% of shares outstanding; change -0.14)
Holder of TDWD: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 344990 (value 3467149; 0.02% of shares outstanding; change 1.00)
Holder of TDWD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4631 (value 46448; 0.00% of shares outstanding; change 1.00)
Holder of TDWD: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 344990 (value 3463699; 0.02% of shares outstanding; change 0.00)
Holder of TDWD: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 52690 (value 529007; 0.00% of shares outstanding; change 0.00)
Holder of TDWD: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1003999; 0.01% of shares outstanding; change 1.00)
Holder of TDWD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4631 (value 46541; 0.00% of shares outstanding; change 0.00)
Holder of TDWD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4631 (value 46495; 0.00% of shares outstanding; change 0.00)
Holder of TDY: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 1287100 (value 797783214; 0.03% of shares outstanding; change 0.00)
Holder of TDY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1184498 (value 734187415; 0.03% of shares outstanding; change 0.02)
Holder of TDY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1476671 (value 915285011; 0.03% of shares outstanding; change 0.00)
Holder of TDY: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 540000 (value 331770607; 0.01% of shares outstanding; change 0.00)
Holder of TDY: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 500476 (value 327986934; 0.01% of shares outstanding; change 0.03)
Holder of TDY: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 1218100 (value 798281805; 0.03% of shares outstanding; change -0.05)
Holder of TDY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 599600 (value 371650078; 0.01% of shares outstanding; change 0.00)
Holder of TDY: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 881987 (value 578010158; 0.02% of shares outstanding; change -0.10)
Holder of TDY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1192006 (value 781181102; 0.03% of shares outstanding; change 0.01)
Holder of TDY: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1000021 (value 655363737; 0.02% of shares outstanding; change -0.02)
Holder of TDY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1470607 (value 963762261; 0.03% of shares outstanding; change 0.00)
Holder of TDY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 601672 (value 369661268; 0.01% of shares outstanding; change 0.00)
Holder of TDY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 559550 (value 341426214; 0.01% of shares outstanding; change 0.03)
Holder of TDY: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 540000 (value 353888986; 0.01% of shares outstanding; change 0.00)
Holder of TDY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 607262 (value 373095709; 0.01% of shares outstanding; change 0.01)
Holder of TDY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 600834 (value 393756547; 0.01% of shares outstanding; change 0.00)
Holder of TDY: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 848267 (value 521166774; 0.02% of shares outstanding; change -0.04)
Holder of TDY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 564977 (value 358534390; 0.01% of shares outstanding; change 0.01)
Holder of TDY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 618386 (value 405259250; 0.01% of shares outstanding; change 0.02)
Holder of TDY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 560012 (value 367003850; 0.01% of shares outstanding; change -0.01)
Holder of TE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1876534 (value 19816199; 0.01% of shares outstanding; change 0.35)
Holder of TE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5682556 (value 60007793; 0.02% of shares outstanding; change 0.66)
Holder of TE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1305220 (value 12190754; 0.00% of shares outstanding; change 0.01)
Holder of TE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1081262 (value 9844890; 0.00% of shares outstanding; change 0.19)
Holder of TE: NORTHERN LIGHTS FUND TRUST III-Counterpoint Quantitative Equity ETF
Shares held as of 2026-03-31: 942521 (value 6456268; 0.00% of shares outstanding; change 1.00)
Holder of TE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2259958 (value 11299790; 0.01% of shares outstanding; change 0.20)
Holder of TE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5682876 (value 28414380; 0.02% of shares outstanding; change 0.00)
Holder of TE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4953701 (value 52311084; 0.02% of shares outstanding; change 0.53)
Holder of TE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1743097 (value 18407105; 0.01% of shares outstanding; change 0.51)
Holder of TE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1077327 (value 10062234; 0.00% of shares outstanding; change 0.00)
Holder of TE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2011684 (value 10058420; 0.01% of shares outstanding; change 0.54)
Holder of TE: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-04-30: 1327902 (value 12090547; 0.00% of shares outstanding; change 1.00)
Holder of TE: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 1227413 (value 11175594; 0.00% of shares outstanding; change 0.00)
Holder of TE: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-04-30: 899513 (value 9498857; 0.00% of shares outstanding; change 0.01)
Holder of TE: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 3830692 (value 35778663; 0.01% of shares outstanding; change 1.00)
Holder of TE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4759843 (value 44456934; 0.02% of shares outstanding; change -0.04)
Holder of TE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1723192 (value 16094613; 0.01% of shares outstanding; change -0.01)
Holder of TE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1051486 (value 5257430; 0.00% of shares outstanding; change -0.02)
Holder of TE: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-05-31: 1408611 (value 8226288; 0.01% of shares outstanding; change 0.06)
Holder of TE: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 1210289 (value 8290479; 0.00% of shares outstanding; change -0.01)
Holder of TE: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 4367612 (value 21838060; 0.02% of shares outstanding; change 0.15)
Holder of TE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4854345 (value 24271725; 0.02% of shares outstanding; change 0.02)
Holder of TE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1764130 (value 8820650; 0.01% of shares outstanding; change 0.02)
Holder of TE: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-06-30: 1466068 (value 7330340; 0.01% of shares outstanding; change 0.04)
Holder of TE: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-06-30: 6511798 (value 32558990; 0.02% of shares outstanding; change 1.00)
Holder of TE: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 948044 (value 5536577; 0.00% of shares outstanding; change -0.22)
Holder of TE: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 9480758 (value 47403790; 0.03% of shares outstanding; change 1.00)
Holder of TE1.DE: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 3973154 (value 250547096; 0.03% of shares outstanding; change 0.04)
Holder of TE1.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2891811 (value 182357605; 0.02% of shares outstanding; change 1.01)
Holder of TE1.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3972597 (value 250511972; 0.03% of shares outstanding; change 0.01)
Holder of TE1.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2020017 (value 127382274; 0.01% of shares outstanding; change 0.01)
Holder of TE1.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3607369 (value 227480694; 0.02% of shares outstanding; change 0.02)
Holder of TE1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4979128 (value 313983818; 0.03% of shares outstanding; change 0.01)
Holder of TE1.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2382713 (value 150253885; 0.02% of shares outstanding; change 0.05)
Holder of TE1.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 2690000 (value 169631403; 0.02% of shares outstanding; change 0.08)
Holder of TE1.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 3132259 (value 196142055; 0.02% of shares outstanding; change -0.01)
Holder of TE1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2061123 (value 129974419; 0.01% of shares outstanding; change 0.02)
Holder of TE1.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 3467497 (value 218660365; 0.02% of shares outstanding; change 0.11)
Holder of TEAD: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 301281 (value 331409; 0.00% of shares outstanding; change 0.10)
Holder of TEAD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 331381 (value 381088; 0.00% of shares outstanding; change -0.09)
Holder of TEAD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1317141 (value 1514712; 0.01% of shares outstanding; change 0.00)
Holder of TEAD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 369171 (value 433775; 0.00% of shares outstanding; change 0.00)
Holder of TEAD: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 184050 (value 142749; 0.00% of shares outstanding; change 0.05)
Holder of TEAD: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 114466 (value 88779; 0.00% of shares outstanding; change -0.34)
Holder of TEAD: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 319401 (value 247727; 0.00% of shares outstanding; change 0.06)
Holder of TEAD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 237939 (value 261732; 0.00% of shares outstanding; change 0.00)
Holder of TEAD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 331381 (value 257019; 0.00% of shares outstanding; change 0.00)
Holder of TEAD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1317141 (value 1021574; 0.01% of shares outstanding; change 0.00)
Holder of TEAD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 96237 (value 105860; 0.00% of shares outstanding; change -0.01)
Holder of TEAD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 950046 (value 1092552; 0.01% of shares outstanding; change 0.02)
Holder of TEAD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 325890 (value 374773; 0.00% of shares outstanding; change 0.00)
Holder of TEAD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 237073 (value 278560; 0.00% of shares outstanding; change 0.00)
Holder of TEAD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 368173 (value 285554; 0.00% of shares outstanding; change 0.00)
Holder of TEAD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 96870 (value 113822; 0.00% of shares outstanding; change 0.01)
Holder of TEAD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 912818 (value 1072561; 0.01% of shares outstanding; change -0.04)
Holder of TEAD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 322170 (value 378549; 0.00% of shares outstanding; change -0.01)
Holder of TEAD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 194612 (value 150941; 0.00% of shares outstanding; change -0.18)
Holder of TEAD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 95604 (value 74150; 0.00% of shares outstanding; change -0.01)
Holder of TEAD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 921510 (value 714723; 0.01% of shares outstanding; change 0.01)
Holder of TEAD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 324898 (value 251990; 0.00% of shares outstanding; change 0.01)
Holder of TEAM: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 903240 (value 97197656; 0.01% of shares outstanding; change -0.09)
Holder of TEAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1810934 (value 194874608; 0.01% of shares outstanding; change 0.02)
Holder of TEAM: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 2184815 (value 235107943; 0.01% of shares outstanding; change -0.09)
Holder of TEAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5283376 (value 568544094; 0.03% of shares outstanding; change 0.01)
Holder of TEAM: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1712279 (value 148762794; 0.01% of shares outstanding; change 0.03)
Holder of TEAM: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 2406057 (value 209038225; 0.02% of shares outstanding; change 0.56)
Holder of TEAM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 891735 (value 87648633; 0.01% of shares outstanding; change 0.04)
Holder of TEAM: Fidelity Select Portfolios-Select Software and IT Services Portfolio
Shares held as of 2026-03-31: 1517954 (value 163347030; 0.01% of shares outstanding; change -0.02)
Holder of TEAM: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1108740 (value 96327328; 0.01% of shares outstanding; change 0.23)
Holder of TEAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1893466 (value 164504320; 0.01% of shares outstanding; change 0.05)
Holder of TEAM: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2442993 (value 212247225; 0.02% of shares outstanding; change 0.12)
Holder of TEAM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 1290073 (value 112081538; 0.01% of shares outstanding; change -0.08)
Holder of TEAM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3663130 (value 318252724; 0.02% of shares outstanding; change 0.00)
Holder of TEAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5389757 (value 468262073; 0.03% of shares outstanding; change 0.02)
Holder of TEAM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 906742 (value 74271240; 0.01% of shares outstanding; change 0.02)
Holder of TEAM: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-04-30: 828494 (value 67861946; 0.01% of shares outstanding; change 0.10)
Holder of TEAM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 875886 (value 76096973; 0.01% of shares outstanding; change -0.03)
Holder of TEAM: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-05-31: 983306 (value 85429622; 0.01% of shares outstanding; change 0.19)
Holder of TECH: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 2075032 (value 109437191; 0.01% of shares outstanding; change 0.13)
Holder of TECH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3929085 (value 203055113; 0.03% of shares outstanding; change 0.02)
Holder of TECH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3536919 (value 182787974; 0.02% of shares outstanding; change -0.04)
Holder of TECH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4913555 (value 253932523; 0.03% of shares outstanding; change 0.00)
Holder of TECH: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 2720122 (value 153034059; 0.02% of shares outstanding; change 0.01)
Holder of TECH: Vanguard Explorer Fund
Shares held as of 2026-01-31: 2274988 (value 127990821; 0.01% of shares outstanding; change 0.03)
Holder of TECH: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 3973154 (value 284477820; 0.03% of shares outstanding; change 0.04)
Holder of TECH: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2891811 (value 207053663; 0.02% of shares outstanding; change 1.01)
Holder of TECH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3972597 (value 284437939; 0.03% of shares outstanding; change 0.01)
Holder of TECH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2020017 (value 144633214; 0.01% of shares outstanding; change 0.01)
Holder of TECH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3607369 (value 258287614; 0.02% of shares outstanding; change 0.02)
Holder of TECH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4979128 (value 356505557; 0.03% of shares outstanding; change 0.01)
Holder of TECH: Fidelity Contrafund
Shares held as of 2026-04-30: 2489700 (value 140070517; 0.02% of shares outstanding; change 0.28)
Holder of TECH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 3149224 (value 166090079; 0.02% of shares outstanding; change -0.03)
Holder of TECH: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2382713 (value 170602247; 0.02% of shares outstanding; change 0.05)
Holder of TECH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2023631 (value 113849476; 0.01% of shares outstanding; change 0.01)
Holder of TECH: Fidelity Contrafund
Shares held as of 2026-05-31: 2690000 (value 192603995; 0.02% of shares outstanding; change 0.08)
Holder of TECH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 3132259 (value 225898527; 0.02% of shares outstanding; change -0.01)
Holder of TECH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2061123 (value 147576403; 0.01% of shares outstanding; change 0.02)
Holder of TECH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 3467497 (value 248272779; 0.02% of shares outstanding; change 0.11)
Holder of TECK: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4533303 (value 283671438; 0.01% of shares outstanding; change 0.02)
Holder of TECK: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 2136721 (value 127519509; 0.00% of shares outstanding; change 0.00)
Holder of TECK: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 2664082 (value 158992414; 0.01% of shares outstanding; change 0.00)
Holder of TECK: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 4473821 (value 266997638; 0.01% of shares outstanding; change -0.04)
Holder of TECK: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 3323982 (value 198375246; 0.01% of shares outstanding; change -0.12)
Holder of TECK: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-01-31: 4667706 (value 278568695; 0.01% of shares outstanding; change 0.01)
Holder of TECK: VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund
Shares held as of 2026-01-31: 1989286 (value 118720589; 0.00% of shares outstanding; change -0.11)
Holder of TECK: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7042496 (value 420296163; 0.01% of shares outstanding; change 0.01)
Holder of TECK: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 2056393 (value 136050968; 0.00% of shares outstanding; change 0.03)
Holder of TECK: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4647002 (value 279703043; 0.01% of shares outstanding; change 0.03)
Holder of TECK: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 1953510 (value 117581764; 0.00% of shares outstanding; change -0.09)
Holder of TECK: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2411972 (value 132779056; 0.01% of shares outstanding; change -0.09)
Holder of TECK: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2411972 (value 145176591; 0.01% of shares outstanding; change -0.09)
Holder of TECK: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 2544482 (value 153152368; 0.01% of shares outstanding; change -0.23)
Holder of TECK: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 1715581 (value 103260818; 0.00% of shares outstanding; change 0.00)
Holder of TECK: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 2150091 (value 128317431; 0.00% of shares outstanding; change 0.05)
Holder of TECK: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 6207470 (value 388432439; 0.01% of shares outstanding; change 0.06)
Holder of TECK: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-04-30: 4932670 (value 296897400; 0.01% of shares outstanding; change 0.06)
Holder of TECK: VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund
Shares held as of 2026-04-30: 1989286 (value 119735121; 0.00% of shares outstanding; change 0.00)
Holder of TECK: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7028204 (value 423027589; 0.01% of shares outstanding; change 0.00)
Holder of TECK: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2199968 (value 132416070; 0.00% of shares outstanding; change 0.02)
Holder of TECK: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 6461642 (value 355713387; 0.01% of shares outstanding; change 0.05)
Holder of TECK: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 6569533 (value 395420182; 0.01% of shares outstanding; change 0.02)
Holder of TECX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 349413 (value 10889456; 0.02% of shares outstanding; change 0.10)
Holder of TECX: abrdn Healthcare Investors
Shares held as of 2025-12-31: 770940 (value 24026345; 0.04% of shares outstanding; change 2.20)
Holder of TECX: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 370884 (value 11558600; 0.02% of shares outstanding; change 2.21)
Holder of TECX: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 124502 (value 3781125; 0.01% of shares outstanding; change 1.00)
Holder of TECX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 120995 (value 3770809; 0.01% of shares outstanding; change 0.00)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 702455 (value 21892010; 0.04% of shares outstanding; change 0.00)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 245239 (value 7642873; 0.01% of shares outstanding; change 0.00)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 191822 (value 5978132; 0.01% of shares outstanding; change 0.00)
Holder of TECX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 442889 (value 13802636; 0.02% of shares outstanding; change 0.00)
Holder of TECX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 122254 (value 3712854; 0.01% of shares outstanding; change 1.00)
Holder of TECX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 349413 (value 10611673; 0.02% of shares outstanding; change 0.00)
Holder of TECX: abrdn Healthcare Investors
Shares held as of 2026-03-31: 770940 (value 23413448; 0.04% of shares outstanding; change 0.00)
Holder of TECX: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 370884 (value 11263747; 0.02% of shares outstanding; change 0.00)
Holder of TECX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 270319 (value 8424491; 0.01% of shares outstanding; change 0.02)
Holder of TECX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 120995 (value 3478001; 0.01% of shares outstanding; change 0.00)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 719235 (value 21591435; 0.04% of shares outstanding; change 0.02)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 249153 (value 7479573; 0.01% of shares outstanding; change 0.02)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 196322 (value 5893586; 0.01% of shares outstanding; change 0.02)
Holder of TECX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 405389 (value 12169777; 0.02% of shares outstanding; change -0.08)
Holder of TECX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 259650 (value 7794693; 0.01% of shares outstanding; change -0.04)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 720235 (value 21873537; 0.04% of shares outstanding; change 0.00)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 248743 (value 7554325; 0.01% of shares outstanding; change 0.00)
Holder of TECX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 196522 (value 5968373; 0.01% of shares outstanding; change 0.00)
Holder of TECX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 405389 (value 12311664; 0.02% of shares outstanding; change 0.00)
Holder of TECX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 262141 (value 7961222; 0.01% of shares outstanding; change 0.01)
Holder of TEF.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 38652247 (value 150163979; 0.01% of shares outstanding; change 0.02)
Holder of TEF.MC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 9888556 (value 36488772; 0.00% of shares outstanding; change -0.08)
Holder of TEF.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 10209322 (value 37672398; 0.00% of shares outstanding; change 0.01)
Holder of TEF.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 9073224 (value 33480197; 0.00% of shares outstanding; change 0.02)
Holder of TEF.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 59814779 (value 220716537; 0.01% of shares outstanding; change 0.01)
Holder of TEF.MC: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 9790761 (value 34522223; 0.00% of shares outstanding; change 0.00)
Holder of TEF.MC: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 8751980 (value 30859481; 0.00% of shares outstanding; change 0.01)
Holder of TEF.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 39603818 (value 139643063; 0.01% of shares outstanding; change 0.02)
Holder of TEF.MC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 8271591 (value 29165630; 0.00% of shares outstanding; change -0.16)
Holder of TEF.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 13695134 (value 50535045; 0.00% of shares outstanding; change 0.01)
Holder of TEF.MC: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 10994698 (value 40570436; 0.00% of shares outstanding; change 0.03)
Holder of TEF.MC: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 6992352 (value 25801779; 0.00% of shares outstanding; change 0.06)
Holder of TEF.MC: Pacer Fd.s TRT-Pacer Developed Markets Intl Cash Cows 100 ETF
Shares held as of 2026-04-30: 7222342 (value 25465978; 0.00% of shares outstanding; change 0.08)
Holder of TEF.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 9946599 (value 35071708; 0.00% of shares outstanding; change -0.03)
Holder of TEF.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 9440467 (value 33287086; 0.00% of shares outstanding; change 0.04)
Holder of TEF.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 59745276 (value 210661844; 0.01% of shares outstanding; change 0.00)
Holder of TEF.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 13823993 (value 48743399; 0.00% of shares outstanding; change 0.01)
Holder of TEF.MC: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 11042978 (value 38937540; 0.00% of shares outstanding; change 0.00)
Holder of TEI: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1 (value 6; 0.00% of shares outstanding; change -0.98)
Holder of TEI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 3 (value 19; 0.00% of shares outstanding; change -0.98)
Holder of TEI: -Prospera Income ETF
Shares held as of 2026-03-31: 16251 (value 106769; 0.00% of shares outstanding; change 1.00)
Holder of TEI: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 551585 (value 3623913; 0.01% of shares outstanding; change 0.10)
Holder of TEI: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 101988 (value 691478; 0.00% of shares outstanding; change 0.00)
Holder of TEI: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 44356 (value 291418; 0.00% of shares outstanding; change 0.06)
Holder of TEI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 472312 (value 2989734; 0.01% of shares outstanding; change -0.14)
Holder of TEI: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 44356 (value 301620; 0.00% of shares outstanding; change 0.00)
Holder of TEI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 458871 (value 3120322; 0.01% of shares outstanding; change -0.03)
Holder of TEI: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 49961 (value 328243; 0.00% of shares outstanding; change 1.00)
Holder of TEI: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 43011 (value 282582; 0.00% of shares outstanding; change -0.03)
Holder of TEI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 457863 (value 3008159; 0.01% of shares outstanding; change 0.00)
Holder of TEI: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 101988 (value 670061; 0.00% of shares outstanding; change 0.00)
Holder of TEL: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 4056985 (value 865801183; 0.01% of shares outstanding; change -0.06)
Holder of TEL: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 7315975 (value 1561302251; 0.03% of shares outstanding; change -0.08)
Holder of TEL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7418839 (value 1583254458; 0.03% of shares outstanding; change 0.02)
Holder of TEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9239518 (value 1971805570; 0.03% of shares outstanding; change -0.01)
Holder of TEL: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 4056985 (value 823324545; 0.01% of shares outstanding; change 0.00)
Holder of TEL: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 7228675 (value 1466987322; 0.02% of shares outstanding; change -0.01)
Holder of TEL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3747376 (value 799727525; 0.01% of shares outstanding; change 0.00)
Holder of TEL: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2684927 (value 544879091; 0.01% of shares outstanding; change 0.23)
Holder of TEL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7455976 (value 1513115787; 0.03% of shares outstanding; change 0.01)
Holder of TEL: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6337066 (value 1286044189; 0.02% of shares outstanding; change -0.01)
Holder of TEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9317756 (value 1890945425; 0.03% of shares outstanding; change 0.01)
Holder of TEL: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2714556 (value 550892001; 0.01% of shares outstanding; change 0.00)
Holder of TEL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3760313 (value 818394519; 0.01% of shares outstanding; change 0.00)
Holder of TEL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3499866 (value 708407889; 0.01% of shares outstanding; change 0.03)
Holder of TEL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3795427 (value 826036729; 0.01% of shares outstanding; change 0.01)
Holder of TEL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3755078 (value 762055538; 0.01% of shares outstanding; change 0.00)
Holder of TEL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3534237 (value 708119727; 0.01% of shares outstanding; change 0.01)
Holder of TEL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3865879 (value 784541493; 0.01% of shares outstanding; change 0.02)
Holder of TEL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3527867 (value 715945337; 0.01% of shares outstanding; change 0.00)
Holder of TEL.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-06-30: 5632906 (value 815644805; 0.00% of shares outstanding; change 0.03)
Holder of TEL.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2025-07-31: 1530849 (value 221666939; 0.00% of shares outstanding; change 0.09)
Holder of TEL.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2025-07-31: 1367734 (value 198047887; 0.00% of shares outstanding; change 0.06)
Holder of TEL.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2025-07-31: 9016058 (value 1305525225; 0.01% of shares outstanding; change 0.03)
Holder of TEL.OL: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2025-08-31: 2096187 (value 303527883; 0.00% of shares outstanding; change 0.01)
Holder of TEL.OL: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2025-08-31: 1321931 (value 191415612; 0.00% of shares outstanding; change 0.07)
Holder of TEL.OL: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2025-09-30: 3303290 (value 478316402; 0.00% of shares outstanding; change -0.12)
Holder of TEL.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2025-09-30: 4102106 (value 593984961; 0.00% of shares outstanding; change 0.02)
Holder of TEL.OL: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2025-09-30: 2094692 (value 303311407; 0.00% of shares outstanding; change 0.00)
Holder of TEL.OL: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2025-09-30: 1651170 (value 239089421; 0.00% of shares outstanding; change -0.05)
Holder of TELA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 390946 (value 379217; 0.01% of shares outstanding; change 0.00)
Holder of TELA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1149678 (value 1115187; 0.03% of shares outstanding; change 0.00)
Holder of TELA: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 44248 (value 42920; 0.00% of shares outstanding; change 2.26)
Holder of TELA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 264269 (value 219343; 0.01% of shares outstanding; change 0.54)
Holder of TELA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 41584 (value 34514; 0.00% of shares outstanding; change 0.00)
Holder of TELA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 66813 (value 55454; 0.00% of shares outstanding; change 0.00)