speb/financial-data huggingface dataset:
Holder of GVA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 496183 (value 61759898; 0.01% of shares outstanding; change -0.19)
Holder of GWAV: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2025-12-31: 48 (value 160; 0.00% of shares outstanding; change 1.00)
Holder of GWAV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3045 (value 11114; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 13230 (value 44247; 0.02% of shares outstanding; change 0.98)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 53 (value 177; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 779 (value 2605; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 164 (value 548; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 48 (value 126; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3045 (value 8008; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 13182 (value 44686; 0.02% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 53 (value 179; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 779 (value 2640; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 164 (value 555; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 13182 (value 34668; 0.02% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 53 (value 139; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 779 (value 2048; 0.00% of shares outstanding; change 0.00)
Holder of GWAV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 164 (value 431; 0.00% of shares outstanding; change 0.00)
Holder of GWH: STATE STREET Inst. INVESTMENT TRT-State Street Balncd Index Fd.
Shares held as of 2025-12-31: 971 (value 980; 0.00% of shares outstanding; change 1.00)
Holder of GWH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 95079 (value 96029; 0.00% of shares outstanding; change 1.21)
Holder of GWH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 312878 (value 316006; 0.01% of shares outstanding; change 0.93)
Holder of GWH: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 52 (value 38; 0.00% of shares outstanding; change 0.44)
Holder of GWH: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 20000 (value 15017; 0.00% of shares outstanding; change 1.00)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 129523 (value 117412; 0.00% of shares outstanding; change 0.79)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 30103 (value 27288; 0.00% of shares outstanding; change 0.29)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 24205 (value 21941; 0.00% of shares outstanding; change 0.00)
Holder of GWH: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-03-31: 52485 (value 53009; 0.00% of shares outstanding; change 0.00)
Holder of GWH: STATE STREET Inst. INVESTMENT TRT-State Street Balncd Index Fd.
Shares held as of 2026-03-31: 971 (value 729; 0.00% of shares outstanding; change 0.00)
Holder of GWH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 271539 (value 203898; 0.01% of shares outstanding; change 1.86)
Holder of GWH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 363181 (value 272712; 0.01% of shares outstanding; change 0.16)
Holder of GWH: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 80 (value 60; 0.00% of shares outstanding; change 0.54)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 129052 (value 95511; 0.00% of shares outstanding; change 0.00)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 30103 (value 22279; 0.00% of shares outstanding; change 0.00)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 24205 (value 17914; 0.00% of shares outstanding; change 0.00)
Holder of GWH: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-04-30: 52485 (value 38844; 0.00% of shares outstanding; change 0.00)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 118731 (value 89155; 0.00% of shares outstanding; change -0.08)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 30103 (value 22604; 0.00% of shares outstanding; change 0.00)
Holder of GWH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 24205 (value 18175; 0.00% of shares outstanding; change 0.00)
Holder of GWH: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-05-31: 52485 (value 39410; 0.00% of shares outstanding; change 0.00)
Holder of GWM.V: U.S. Global Investors Fund-Global Resources Fund
Shares held as of 2022-12-31: 166667 (value 81666; 0.00% of shares outstanding; change 0.00)
Holder of GWM.V: VanEck Funds II-International Investors Gold Fund
Shares held as of 2022-12-31: 5301785 (value 2597874; 0.08% of shares outstanding; change 0.00)
Holder of GWM.V: VanEck VIP Tr-VIP Global Gold Fd
Shares held as of 2022-12-31: 358576 (value 175702; 0.01% of shares outstanding; change 0.00)
Holder of GWO.TO: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 2002390 (value 157708240; 0.00% of shares outstanding; change -0.17)
Holder of GWO.TO: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 2442690 (value 192386269; 0.00% of shares outstanding; change 0.00)
Holder of GWO.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2579187 (value 203136773; 0.00% of shares outstanding; change 0.02)
Holder of GWO.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 934887 (value 83419970; 0.00% of shares outstanding; change -0.02)
Holder of GWO.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 1818827 (value 143250818; 0.00% of shares outstanding; change -0.01)
Holder of GWO.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 1467553 (value 115584477; 0.00% of shares outstanding; change -0.45)
Holder of GWO.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 605127 (value 53995484; 0.00% of shares outstanding; change 0.01)
Holder of GWO.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3980979 (value 355222769; 0.00% of shares outstanding; change 0.01)
Holder of GWO.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 589047 (value 54427943; 0.00% of shares outstanding; change 0.01)
Holder of GWO.TO: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 2215477 (value 204710078; 0.00% of shares outstanding; change -0.09)
Holder of GWO.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1224574 (value 96447450; 0.00% of shares outstanding; change 0.01)
Holder of GWO.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 1765986 (value 157578936; 0.00% of shares outstanding; change -0.03)
Holder of GWO.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2569572 (value 237428456; 0.00% of shares outstanding; change 0.00)
Holder of GWO.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1280371 (value 114247508; 0.00% of shares outstanding; change 0.05)
Holder of GWO.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 515923 (value 46035811; 0.00% of shares outstanding; change 0.06)
Holder of GWO.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 950585 (value 87834055; 0.00% of shares outstanding; change 0.02)
Holder of GWO.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 1598444 (value 147696228; 0.00% of shares outstanding; change -0.09)
Holder of GWO.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 612221 (value 56569221; 0.00% of shares outstanding; change 0.01)
Holder of GWO.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3905756 (value 360891860; 0.00% of shares outstanding; change -0.02)
Holder of GWO.TO: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 916293 (value 81760827; 0.00% of shares outstanding; change 0.03)
Holder of GWO.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1309821 (value 121027462; 0.00% of shares outstanding; change 0.02)
Holder of GWO.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 519920 (value 48040608; 0.00% of shares outstanding; change 0.01)
Holder of GWO.TO: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 932663 (value 86178062; 0.00% of shares outstanding; change 0.02)
Holder of GWRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 916169 (value 139871519; 0.01% of shares outstanding; change 0.02)
Holder of GWRE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1088756 (value 166220376; 0.01% of shares outstanding; change -0.03)
Holder of GWRE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1929179 (value 294527754; 0.02% of shares outstanding; change -0.03)
Holder of GWRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2675829 (value 408518808; 0.03% of shares outstanding; change 0.01)
Holder of GWRE: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1108819 (value 113864625; 0.01% of shares outstanding; change 0.20)
Holder of GWRE: MFS Series Trust II-MFS Growth Fund
Shares held as of 2026-02-28: 1051600 (value 145362663; 0.01% of shares outstanding; change -0.02)
Holder of GWRE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 946353 (value 130814371; 0.01% of shares outstanding; change 0.03)
Holder of GWRE: BARON SELECT FUNDS-Baron Focused Growth Fund
Shares held as of 2026-03-31: 895500 (value 121904419; 0.01% of shares outstanding; change 0.56)
Holder of GWRE: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 1694550 (value 234237639; 0.02% of shares outstanding; change 0.93)
Holder of GWRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 949049 (value 131187039; 0.01% of shares outstanding; change 0.04)
Holder of GWRE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1097041 (value 151643972; 0.01% of shares outstanding; change 0.01)
Holder of GWRE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1960336 (value 270977236; 0.02% of shares outstanding; change 0.02)
Holder of GWRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2708802 (value 374437688; 0.03% of shares outstanding; change 0.01)
Holder of GWRE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1392440 (value 192476975; 0.02% of shares outstanding; change 0.26)
Holder of GWRE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2871993 (value 294924968; 0.03% of shares outstanding; change 0.02)
Holder of GWRE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2884163 (value 398677839; 0.03% of shares outstanding; change 0.00)
Holder of GWRE: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 1111696 (value 153669733; 0.01% of shares outstanding; change 1.00)
Holder of GWRS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 147387 (value 1074451; 0.01% of shares outstanding; change -0.07)
Holder of GWRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 439882 (value 3206739; 0.02% of shares outstanding; change 0.00)
Holder of GWRS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 124247 (value 857304; 0.00% of shares outstanding; change 0.00)
Holder of GWRS: NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund
Shares held as of 2026-02-28: 170000 (value 1251200; 0.01% of shares outstanding; change 0.00)
Holder of GWRS: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 153000 (value 1126080; 0.01% of shares outstanding; change 0.35)
Holder of GWRS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 62287 (value 458432; 0.00% of shares outstanding; change 0.01)
Holder of GWRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 70679 (value 511715; 0.00% of shares outstanding; change -0.05)
Holder of GWRS: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 450000 (value 3312000; 0.02% of shares outstanding; change 0.00)
Holder of GWRS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 147387 (value 1084768; 0.01% of shares outstanding; change 0.00)
Holder of GWRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 439882 (value 3237531; 0.02% of shares outstanding; change 0.00)
Holder of GWRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 263299 (value 1919449; 0.01% of shares outstanding; change 0.16)
Holder of GWRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 70422 (value 485911; 0.00% of shares outstanding; change 0.00)
Holder of GWRS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 146789 (value 1080367; 0.01% of shares outstanding; change 0.18)
Holder of GWRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 253084 (value 1746279; 0.01% of shares outstanding; change -0.04)
Holder of GWRS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 111624 (value 770205; 0.00% of shares outstanding; change 0.00)
Holder of GWRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 70422 (value 518305; 0.00% of shares outstanding; change 0.00)
Holder of GWRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 255469 (value 1880251; 0.01% of shares outstanding; change 0.01)
Holder of GWRS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 110472 (value 813073; 0.00% of shares outstanding; change -0.01)
Holder of GWW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1103398 (value 1361857936; 0.02% of shares outstanding; change 0.02)
Holder of GWW: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 541548 (value 668400198; 0.01% of shares outstanding; change -0.08)
Holder of GWW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1417694 (value 1749774628; 0.03% of shares outstanding; change -0.01)
Holder of GWW: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 768840 (value 1062998165; 0.02% of shares outstanding; change 0.55)
Holder of GWW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 558658 (value 689518044; 0.01% of shares outstanding; change 0.00)
Holder of GWW: Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND
Shares held as of 2026-03-31: 390000 (value 539213990; 0.01% of shares outstanding; change -0.01)
Holder of GWW: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-03-31: 531793 (value 741856558; 0.01% of shares outstanding; change 0.02)
Holder of GWW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1110910 (value 1535944138; 0.02% of shares outstanding; change 0.01)
Holder of GWW: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 522318 (value 722156854; 0.01% of shares outstanding; change -0.04)
Holder of GWW: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 971911 (value 1343764124; 0.02% of shares outstanding; change -0.01)
Holder of GWW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1428269 (value 1974724684; 0.03% of shares outstanding; change 0.01)
Holder of GWW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 560587 (value 751982638; 0.01% of shares outstanding; change 0.00)
Holder of GWW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 524236 (value 689826422; 0.01% of shares outstanding; change 0.03)
Holder of GWW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 565888 (value 759093505; 0.01% of shares outstanding; change 0.00)
Holder of GWW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 559807 (value 773989144; 0.01% of shares outstanding; change 0.00)
Holder of GWW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 529261 (value 728136118; 0.01% of shares outstanding; change 0.01)
Holder of GWW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 576600 (value 797207145; 0.01% of shares outstanding; change 0.02)
Holder of GWW: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-06-30: 488344 (value 675184402; 0.01% of shares outstanding; change -0.08)
Holder of GWW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 524886 (value 725707370; 0.01% of shares outstanding; change -0.01)
Holder of GXAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 64603 (value 76231; 0.01% of shares outstanding; change 0.00)
Holder of GXAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 97267 (value 134228; 0.01% of shares outstanding; change 1.07)
Holder of GXAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9193 (value 12686; 0.00% of shares outstanding; change 0.00)
Holder of GXAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 64603 (value 68479; 0.01% of shares outstanding; change 0.00)
Holder of GXAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 96913 (value 120172; 0.01% of shares outstanding; change 0.00)
Holder of GXAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9193 (value 11399; 0.00% of shares outstanding; change 0.00)
Holder of GXAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 58991 (value 62530; 0.01% of shares outstanding; change -0.39)
Holder of GXAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9193 (value 9744; 0.00% of shares outstanding; change 0.00)
Holder of GXE.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 261257 (value 6217916; 0.00% of shares outstanding; change -0.01)
Holder of GXE.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 469624 (value 11177050; 0.01% of shares outstanding; change 0.03)
Holder of GXE.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 163227 (value 3884802; 0.00% of shares outstanding; change 0.00)
Holder of GXE.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 180448 (value 4294662; 0.00% of shares outstanding; change 0.03)
Holder of GXE.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 252302 (value 6004787; 0.00% of shares outstanding; change 0.00)
Holder of GXE.DE: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 121891 (value 2901005; 0.00% of shares outstanding; change 0.02)
Holder of GXE.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 122221 (value 2908859; 0.00% of shares outstanding; change 0.01)
Holder of GXE.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 180243 (value 4289783; 0.00% of shares outstanding; change 0.03)
Holder of GXE.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 717158 (value 17068359; 0.01% of shares outstanding; change 0.01)
Holder of GXE.DE: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 106407 (value 2532486; 0.00% of shares outstanding; change -0.01)
Holder of GXE.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 260960 (value 6393520; 0.00% of shares outstanding; change 0.00)
Holder of GXE.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 474229 (value 11618610; 0.01% of shares outstanding; change 0.01)
Holder of GXE.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 163227 (value 3999061; 0.00% of shares outstanding; change 0.00)
Holder of GXE.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 233829 (value 5728810; 0.00% of shares outstanding; change 0.30)
Holder of GXE.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 252302 (value 6181399; 0.00% of shares outstanding; change 0.00)
Holder of GXE.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 183877 (value 4504986; 0.00% of shares outstanding; change 0.02)
Holder of GXE.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 717158 (value 17570371; 0.01% of shares outstanding; change 0.00)
Holder of GXE.DE: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 271402 (value 6649349; 0.00% of shares outstanding; change 1.00)
Holder of GXE.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 319069 (value 7817190; 0.00% of shares outstanding; change 0.01)
Holder of GXE.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 126325 (value 3094962; 0.00% of shares outstanding; change -0.03)
Holder of GXI.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 305432 (value 8271098; 0.01% of shares outstanding; change -0.05)
Holder of GXI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 75455 (value 2043321; 0.00% of shares outstanding; change 0.00)
Holder of GXI.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 96312 (value 2608128; 0.00% of shares outstanding; change -0.31)
Holder of GXI.DE: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 100854 (value 2731126; 0.00% of shares outstanding; change 0.00)
Holder of GXI.DE: TRANSAMERICA FUNDS-Transamerica International Small Cap Value
Shares held as of 2026-01-31: 122000 (value 3303759; 0.00% of shares outstanding; change -0.22)
Holder of GXI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 80764 (value 2187089; 0.00% of shares outstanding; change -0.05)
Holder of GXI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 118899 (value 3219784; 0.00% of shares outstanding; change -0.05)
Holder of GXI.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 485709 (value 13152999; 0.01% of shares outstanding; change -0.03)
Holder of GXI.DE: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 67911 (value 1784701; 0.00% of shares outstanding; change -0.08)
Holder of GXI.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 312209 (value 8204852; 0.01% of shares outstanding; change 0.02)
Holder of GXI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 70453 (value 1851504; 0.00% of shares outstanding; change -0.07)
Holder of GXI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 72535 (value 1906219; 0.00% of shares outstanding; change 0.00)
Holder of GXI.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 80526 (value 2116223; 0.00% of shares outstanding; change -0.16)
Holder of GXI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 79181 (value 2080876; 0.00% of shares outstanding; change -0.02)
Holder of GXI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 127047 (value 3338795; 0.00% of shares outstanding; change 0.07)
Holder of GXI.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 485709 (value 12764432; 0.01% of shares outstanding; change 0.00)
Holder of GXI.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 257370 (value 6969579; 0.01% of shares outstanding; change 0.01)
Holder of GXI.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 130596 (value 3536539; 0.00% of shares outstanding; change 0.00)
Holder of GXI.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 259430 (value 6817820; 0.01% of shares outstanding; change 0.01)
Holder of GXI.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 121131 (value 3183322; 0.00% of shares outstanding; change -0.07)
Holder of GXO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1233709 (value 61821158; 0.01% of shares outstanding; change 0.01)
Holder of GXO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2599029 (value 130237344; 0.02% of shares outstanding; change -0.04)
Holder of GXO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1675135 (value 83941015; 0.01% of shares outstanding; change -0.04)
Holder of GXO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3606709 (value 180732190; 0.03% of shares outstanding; change 0.00)
Holder of GXO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1035128 (value 51476914; 0.01% of shares outstanding; change 0.00)
Holder of GXO: Legg Mason Global Asset Management Trust-ClearBridge Value Fund
Shares held as of 2026-01-31: 1200000 (value 59675999; 0.01% of shares outstanding; change 0.00)
Holder of GXO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 894200 (value 44808362; 0.01% of shares outstanding; change 0.25)
Holder of GXO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1278077 (value 67367437; 0.01% of shares outstanding; change 0.04)
Holder of GXO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2645133 (value 139424958; 0.02% of shares outstanding; change 0.02)
Holder of GXO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1684351 (value 88782139; 0.01% of shares outstanding; change 0.01)
Holder of GXO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3639735 (value 191850428; 0.03% of shares outstanding; change 0.01)
Holder of GXO: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 825000 (value 41027249; 0.01% of shares outstanding; change -0.05)
Holder of GXO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1051157 (value 55406484; 0.01% of shares outstanding; change 0.02)
Holder of GXO: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 886382 (value 46721194; 0.01% of shares outstanding; change 1.03)
Holder of GXO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 981466 (value 48808303; 0.01% of shares outstanding; change 0.10)
Holder of GXO: Legg Mason Global Asset Management Trust-ClearBridge Value Fund
Shares held as of 2026-04-30: 1200000 (value 63251998; 0.01% of shares outstanding; change 0.00)
Holder of GXO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 866344 (value 43057297; 0.01% of shares outstanding; change 0.00)
Holder of GXO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3867982 (value 192354743; 0.03% of shares outstanding; change 0.02)
Holder of GXO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1159400 (value 61111972; 0.01% of shares outstanding; change 0.18)
Holder of GXO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 857888 (value 43417712; 0.01% of shares outstanding; change -0.01)
Holder of GXO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3884828 (value 204769280; 0.03% of shares outstanding; change 0.00)
Holder of GXO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 885199 (value 46658838; 0.01% of shares outstanding; change 0.03)
Holder of GYG.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 517204 (value 10442349; 0.01% of shares outstanding; change 0.21)
Holder of GYG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 203690 (value 3863999; 0.00% of shares outstanding; change 0.21)
Holder of GYG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd.
Shares held as of 2026-01-31: 69075 (value 1310352; 0.00% of shares outstanding; change 0.25)
Holder of GYG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-01-31: 36032 (value 683527; 0.00% of shares outstanding; change 0.00)
Holder of GYG.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 746060 (value 14152757; 0.01% of shares outstanding; change 0.10)
Holder of GYG.AX: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 117542 (value 2543608; 0.00% of shares outstanding; change 0.15)
Holder of GYG.AX: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 635419 (value 13750466; 0.01% of shares outstanding; change -0.05)
Holder of GYG.AX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 4014334 (value 86870185; 0.04% of shares outstanding; change -0.16)
Holder of GYG.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 529646 (value 11461539; 0.01% of shares outstanding; change 0.02)
Holder of GYG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 195602 (value 4232827; 0.00% of shares outstanding; change -0.04)
Holder of GYG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd.
Shares held as of 2026-04-30: 60846 (value 1316707; 0.00% of shares outstanding; change -0.12)
Holder of GYG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 36032 (value 779732; 0.00% of shares outstanding; change 0.00)
Holder of GYG.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 790275 (value 17101550; 0.01% of shares outstanding; change 0.06)
Holder of GYG.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 269403 (value 5110574; 0.00% of shares outstanding; change 0.01)
Holder of GYG.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 199559 (value 3785634; 0.00% of shares outstanding; change 0.00)
Holder of GYG.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 307591 (value 6656269; 0.00% of shares outstanding; change 0.14)
Holder of GYG.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 225197 (value 4873262; 0.00% of shares outstanding; change 0.13)
Holder of GYRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 233123 (value 1377756; 0.00% of shares outstanding; change 0.14)
Holder of GYRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 727501 (value 4299530; 0.01% of shares outstanding; change 0.00)
Holder of GYRE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 114331 (value 700849; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 101418 (value 602422; 0.00% of shares outstanding; change 0.01)
Holder of GYRE: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 58460 (value 347252; 0.00% of shares outstanding; change 0.31)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 111650 (value 702278; 0.00% of shares outstanding; change -0.01)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 60238 (value 378897; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 37509 (value 235931; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 233123 (value 1384750; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 727501 (value 4321355; 0.01% of shares outstanding; change 0.00)
Holder of GYRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 283508 (value 1675532; 0.00% of shares outstanding; change 0.16)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 111244 (value 681925; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 60238 (value 369258; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 37509 (value 229930; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 115770 (value 687673; 0.00% of shares outstanding; change 0.01)
Holder of GYRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 272385 (value 1669720; 0.00% of shares outstanding; change -0.04)
Holder of GYRE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 95429 (value 584979; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 111244 (value 660789; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 60238 (value 357813; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 37509 (value 222803; 0.00% of shares outstanding; change 0.00)
Holder of GYRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 274982 (value 1633393; 0.00% of shares outstanding; change 0.01)
Holder of GYRE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 94445 (value 561003; 0.00% of shares outstanding; change -0.01)
Holder of GYRO: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 30000 (value 187482; 0.01% of shares outstanding; change 0.00)
Holder of GYRO: High Income Securities Fund
Shares held as of 2026-02-28: 30000 (value 170999; 0.01% of shares outstanding; change 0.00)
Holder of GYRO: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 14411 (value 82142; 0.01% of shares outstanding; change 0.00)
Holder of GYRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1512 (value 9449; 0.00% of shares outstanding; change 0.00)
Holder of GYRO: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-03-31: 7507 (value 45042; 0.00% of shares outstanding; change 0.00)
Holder of GYRO: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 19007 (value 114042; 0.01% of shares outstanding; change 0.00)
Holder of GYRO: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 30000 (value 170999; 0.01% of shares outstanding; change 0.00)
Holder of GYRO: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 18000 (value 108000; 0.01% of shares outstanding; change 0.02)
Holder of GYRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1512 (value 9072; 0.00% of shares outstanding; change 0.00)
Holder of GYRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1512 (value 8618; 0.00% of shares outstanding; change 0.00)
Holder of GYRO: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-06-30: 7507 (value 42789; 0.00% of shares outstanding; change 0.00)
Holder of GYRO: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 19007 (value 108339; 0.01% of shares outstanding; change 0.00)
Holder of GYRO: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 18000 (value 102599; 0.01% of shares outstanding; change 0.00)
Holder of GZF.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Energy Fund
Shares held as of 2026-01-31: 11434363 (value 304725769; 0.00% of shares outstanding; change -0.03)
Holder of GZF.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 10288193 (value 274180339; 0.00% of shares outstanding; change 0.02)
Holder of GZF.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 11482117 (value 318743570; 0.00% of shares outstanding; change 0.81)
Holder of GZF.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 44734483 (value 1202015595; 0.02% of shares outstanding; change 0.05)
Holder of GZF.DE: Capital Income Builder
Shares held as of 2026-03-31: 19125212 (value 509686892; 0.01% of shares outstanding; change 0.05)
Holder of GZF.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 32376361 (value 869952847; 0.01% of shares outstanding; change 0.14)
Holder of GZF.DE: Income Fund of America
Shares held as of 2026-03-31: 22695772 (value 604842315; 0.01% of shares outstanding; change -0.04)
Holder of GZF.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 17558531 (value 487424824; 0.01% of shares outstanding; change -0.19)
Holder of GZF.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 29118988 (value 776021019; 0.01% of shares outstanding; change 0.25)
Holder of GZF.DE: Capital Income Builder
Shares held as of 2026-04-30: 19125212 (value 513894462; 0.01% of shares outstanding; change 0.00)
Holder of GZF.DE: Income Fund of America
Shares held as of 2026-04-30: 22695772 (value 630034635; 0.01% of shares outstanding; change 0.00)
Holder of GZF.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Energy Fund
Shares held as of 2026-04-30: 11432656 (value 317370533; 0.00% of shares outstanding; change 0.00)
Holder of GZF.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 11411296 (value 316777579; 0.00% of shares outstanding; change 0.11)
Holder of GZF.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 12977390 (value 345847438; 0.01% of shares outstanding; change 0.01)
Holder of GZF.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 13093313 (value 363470371; 0.01% of shares outstanding; change 0.01)
Holder of GZF.DE: American Funds Global Insight Fund
Shares held as of 2026-06-30: 7685570 (value 213351424; 0.00% of shares outstanding; change 0.00)
Holder of GZF.DE: Capital Income Builder
Shares held as of 2026-06-30: 19125212 (value 530915889; 0.01% of shares outstanding; change 0.00)
Holder of GZF.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 44981230 (value 1248678955; 0.02% of shares outstanding; change 0.01)
Holder of GZF.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 30560005 (value 848345745; 0.01% of shares outstanding; change 0.05)
Holder of H: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 901944 (value 163576564; 0.02% of shares outstanding; change -0.05)
Holder of H: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1252928 (value 227231022; 0.03% of shares outstanding; change 0.00)
Holder of H: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD MIDCAP FUND
Shares held as of 2026-01-31: 604877 (value 122239590; 0.01% of shares outstanding; change -0.08)
Holder of H: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 2605455 (value 526536391; 0.06% of shares outstanding; change 0.01)
Holder of H: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 1053339 (value 212869274; 0.03% of shares outstanding; change -0.04)
Holder of H: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 1217409 (value 227813752; 0.03% of shares outstanding; change 0.21)
Holder of H: BARON SELECT FUNDS-Baron Focused Growth Fund
Shares held as of 2026-03-31: 1052400 (value 196935617; 0.03% of shares outstanding; change 0.35)
Holder of H: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 3350000 (value 626885516; 0.08% of shares outstanding; change 0.01)
Holder of H: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 806099 (value 150845309; 0.02% of shares outstanding; change -0.04)
Holder of H: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 905470 (value 169440605; 0.02% of shares outstanding; change 0.00)
Holder of H: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1243238 (value 232647133; 0.03% of shares outstanding; change -0.01)
Holder of H: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 2850441 (value 533403038; 0.07% of shares outstanding; change 0.09)
Holder of H: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1031473 (value 193019547; 0.02% of shares outstanding; change -0.02)
Holder of H: Vanguard Explorer Fund
Shares held as of 2026-04-30: 600595 (value 112389345; 0.01% of shares outstanding; change 0.00)
Holder of H: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1396234 (value 282164923; 0.03% of shares outstanding; change 0.02)
Holder of H: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1402326 (value 262417271; 0.03% of shares outstanding; change 0.00)
Holder of H.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 710109 (value 40227675; 0.00% of shares outstanding; change 1.00)
Holder of H.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4613011 (value 261327080; 0.01% of shares outstanding; change 1.00)
Holder of H.TO: VANGUARD WHITEHALL FUNDS-Vanguard Global Minimum Volatility Fund
Shares held as of 2026-01-31: 507688 (value 28760525; 0.00% of shares outstanding; change 1.00)
Holder of H.TO: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 590200 (value 33434830; 0.00% of shares outstanding; change 1.00)
Holder of H.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 698347 (value 42033504; 0.00% of shares outstanding; change 0.01)
Holder of H.TO: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-03-31: 673038 (value 37925690; 0.00% of shares outstanding; change 0.00)
Holder of H.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1485705 (value 83719474; 0.00% of shares outstanding; change 0.03)
Holder of H.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 591668 (value 33340490; 0.00% of shares outstanding; change -0.03)
Holder of H.TO: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-04-30: 673038 (value 38127603; 0.00% of shares outstanding; change 0.00)
Holder of H.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1553401 (value 88000169; 0.00% of shares outstanding; change 0.05)
Holder of H.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 627790 (value 35564304; 0.00% of shares outstanding; change 0.06)
Holder of H.TO: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 3667170 (value 207891862; 0.01% of shares outstanding; change 0.13)
Holder of H.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 398657 (value 23995164; 0.00% of shares outstanding; change 0.00)
Holder of H.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-04-30: 573838 (value 32507923; 0.00% of shares outstanding; change 0.05)
Holder of H.TO: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-05-31: 611504 (value 36806424; 0.00% of shares outstanding; change -0.09)
Holder of H.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1587226 (value 95535130; 0.00% of shares outstanding; change 0.02)
Holder of H.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 633949 (value 38157389; 0.00% of shares outstanding; change 0.01)