speb/financial-data huggingface dataset:
Holder of STMN.SW: AIM Intl Mutual Fd.s -Invesco Intl Growth Fd.
Shares held as of 2026-01-31: 590718 (value 60666736; 0.00% of shares outstanding; change 0.71)
Holder of STMN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 269716 (value 27699832; 0.00% of shares outstanding; change 0.01)
Holder of STMN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 239378 (value 24584119; 0.00% of shares outstanding; change 0.02)
Holder of STMN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1584776 (value 162756490; 0.01% of shares outstanding; change 0.01)
Holder of STMN.SW: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 232766 (value 22373468; 0.00% of shares outstanding; change 0.01)
Holder of STMN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 410593 (value 38554683; 0.00% of shares outstanding; change 0.01)
Holder of STMN.SW: MORGAN STANLEY Inst. Fd. INC-Intl Advantage PORT.
Shares held as of 2026-03-31: 494649 (value 47545663; 0.00% of shares outstanding; change -0.06)
Holder of STMN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1046782 (value 100616688; 0.01% of shares outstanding; change 0.03)
Holder of STMN.SW: AIM Intl Mutual Fd.s -Invesco Intl Growth Fd.
Shares held as of 2026-04-30: 322712 (value 31019078; 0.00% of shares outstanding; change -0.45)
Holder of STMN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 415504 (value 42672259; 0.00% of shares outstanding; change 0.01)
Holder of STMN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 262483 (value 25229866; 0.00% of shares outstanding; change -0.03)
Holder of STMN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 248912 (value 23925422; 0.00% of shares outstanding; change 0.04)
Holder of STMN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1582553 (value 152114998; 0.01% of shares outstanding; change 0.00)
Holder of STMN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 794482 (value 81593298; 0.01% of shares outstanding; change 0.01)
Holder of STMN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 387283 (value 39773962; 0.00% of shares outstanding; change 0.00)
Holder of STMN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 419897 (value 40360500; 0.00% of shares outstanding; change 0.01)
Holder of STMN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 805717 (value 77445520; 0.01% of shares outstanding; change 0.01)
Holder of STMN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 391967 (value 37675869; 0.00% of shares outstanding; change 0.01)
Holder of STMPA.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6078171 (value 399700537; 0.01% of shares outstanding; change 0.02)
Holder of STMPA.PA: BBH Trust-BBH Partner Fund - International Equity
Shares held as of 2026-01-31: 1603615 (value 101781446; 0.00% of shares outstanding; change 0.03)
Holder of STMPA.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 1604637 (value 101846312; 0.00% of shares outstanding; change 0.01)
Holder of STMPA.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9427520 (value 598364705; 0.01% of shares outstanding; change 0.01)
Holder of STMPA.PA: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 6754191 (value 428688511; 0.01% of shares outstanding; change -0.03)
Holder of STMPA.PA: Templeton Funds-Templeton Foreign Fund
Shares held as of 2026-02-28: 1859258 (value 115273996; 0.00% of shares outstanding; change -0.18)
Holder of STMPA.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6219082 (value 385583084; 0.01% of shares outstanding; change 0.02)
Holder of STMPA.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2520361 (value 159967315; 0.00% of shares outstanding; change 0.01)
Holder of STMPA.PA: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 1720142 (value 109177414; 0.00% of shares outstanding; change 0.01)
Holder of STMPA.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 1571402 (value 97426924; 0.00% of shares outstanding; change -0.02)
Holder of STMPA.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1486524 (value 92164488; 0.00% of shares outstanding; change 0.04)
Holder of STMPA.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9418995 (value 583977690; 0.01% of shares outstanding; change 0.00)
Holder of STMPA.PA: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 4781361 (value 296444382; 0.01% of shares outstanding; change -0.29)
Holder of STMPA.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4801447 (value 304747846; 0.01% of shares outstanding; change 0.01)
Holder of STMPA.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 2349391 (value 149115849; 0.00% of shares outstanding; change 0.01)
Holder of STMPA.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2546875 (value 157906250; 0.00% of shares outstanding; change 0.01)
Holder of STMPA.PA: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 1799958 (value 111597396; 0.00% of shares outstanding; change 0.05)
Holder of STMPA.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4691028 (value 290843736; 0.01% of shares outstanding; change -0.02)
Holder of STMPA.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 2256410 (value 139897420; 0.00% of shares outstanding; change -0.04)
Holder of STN: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1075251 (value 79450295; 0.01% of shares outstanding; change 0.02)
Holder of STN: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 374683 (value 25617077; 0.00% of shares outstanding; change -0.02)
Holder of STN: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 252259 (value 17246948; 0.00% of shares outstanding; change 0.03)
Holder of STN: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1673299 (value 114403457; 0.01% of shares outstanding; change 0.01)
Holder of STN: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 239938 (value 16690086; 0.00% of shares outstanding; change 0.01)
Holder of STN: AB Active ETFs, Inc.-AB International Low Volatility Equity ETF
Shares held as of 2026-03-31: 235741 (value 17418902; 0.00% of shares outstanding; change 0.01)
Holder of STN: Bernstein Fund Inc-International Strategic Equities Portfolio
Shares held as of 2026-03-31: 1315670 (value 88755096; 0.01% of shares outstanding; change 0.01)
Holder of STN: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 513732 (value 38812454; 0.00% of shares outstanding; change 0.03)
Holder of STN: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1099869 (value 74197161; 0.01% of shares outstanding; change 0.02)
Holder of STN: AB Active ETFs, Inc.-AB International Low Volatility Equity ETF
Shares held as of 2026-04-30: 236653 (value 16179966; 0.00% of shares outstanding; change 0.00)
Holder of STN: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 269925 (value 18209140; 0.00% of shares outstanding; change 0.22)
Holder of STN: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 537140 (value 36724263; 0.00% of shares outstanding; change 0.05)
Holder of STN: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-04-30: 627269 (value 46348906; 0.01% of shares outstanding; change -0.01)
Holder of STN: Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF
Shares held as of 2026-04-30: 264529 (value 19546047; 0.00% of shares outstanding; change 0.02)
Holder of STN: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 391465 (value 26408228; 0.00% of shares outstanding; change 0.04)
Holder of STN: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 263153 (value 17752301; 0.00% of shares outstanding; change 0.04)
Holder of STN: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1671497 (value 112759186; 0.01% of shares outstanding; change 0.00)
Holder of STN: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 549585 (value 37075003; 0.00% of shares outstanding; change 0.02)
Holder of STN: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-05-31: 623601 (value 43377684; 0.01% of shares outstanding; change -0.01)
Holder of STN: Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF
Shares held as of 2026-05-31: 261484 (value 17639710; 0.00% of shares outstanding; change -0.01)
Holder of STN: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 457012 (value 30830029; 0.00% of shares outstanding; change 1.00)
Holder of STN: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-06-30: 621871 (value 41951417; 0.01% of shares outstanding; change 0.00)
Holder of STN.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1075251 (value 113568013; 0.01% of shares outstanding; change 0.02)
Holder of STN.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 374683 (value 36391086; 0.00% of shares outstanding; change -0.02)
Holder of STN.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 252259 (value 24500655; 0.00% of shares outstanding; change 0.03)
Holder of STN.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1673299 (value 162519165; 0.01% of shares outstanding; change 0.01)
Holder of STN.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 239938 (value 23365161; 0.00% of shares outstanding; change 0.01)
Holder of STN.TO: AB Active ETFs, Inc.-AB International Low Volatility Equity ETF
Shares held as of 2026-03-31: 235741 (value 24898965; 0.00% of shares outstanding; change 0.01)
Holder of STN.TO: Bernstein Fund Inc-International Strategic Equities Portfolio
Shares held as of 2026-03-31: 1315670 (value 125159683; 0.01% of shares outstanding; change 0.01)
Holder of STN.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 513732 (value 54260375; 0.00% of shares outstanding; change 0.03)
Holder of STN.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1099869 (value 104630534; 0.01% of shares outstanding; change 0.02)
Holder of STN.TO: AB Active ETFs, Inc.-AB International Low Volatility Equity ETF
Shares held as of 2026-04-30: 236653 (value 22984922; 0.00% of shares outstanding; change 0.00)
Holder of STN.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 269925 (value 25677964; 0.00% of shares outstanding; change 0.22)
Holder of STN.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 537140 (value 52169722; 0.00% of shares outstanding; change 0.05)
Holder of STN.TO: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-04-30: 627269 (value 66252153; 0.01% of shares outstanding; change -0.01)
Holder of STN.TO: Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF
Shares held as of 2026-04-30: 264529 (value 27939553; 0.00% of shares outstanding; change 0.02)
Holder of STN.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 391465 (value 37240064; 0.00% of shares outstanding; change 0.04)
Holder of STN.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 263153 (value 25033744; 0.00% of shares outstanding; change 0.04)
Holder of STN.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1671497 (value 159009505; 0.01% of shares outstanding; change 0.00)
Holder of STN.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 549585 (value 52282019; 0.00% of shares outstanding; change 0.02)
Holder of STN.TO: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-05-31: 623601 (value 60726263; 0.01% of shares outstanding; change -0.01)
Holder of STN.TO: Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF
Shares held as of 2026-05-31: 261484 (value 24874972; 0.00% of shares outstanding; change -0.01)
Holder of STN.TO: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 457012 (value 43475550; 0.00% of shares outstanding; change 1.00)
Holder of STN.TO: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-06-30: 621871 (value 59158586; 0.01% of shares outstanding; change 0.00)
Holder of STNE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1373783 (value 14534624; 0.01% of shares outstanding; change 0.37)
Holder of STNE: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1440800 (value 15423763; 0.01% of shares outstanding; change 0.46)
Holder of STNE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2460675 (value 26341525; 0.01% of shares outstanding; change 0.01)
Holder of STNE: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 1244921 (value 13395350; 0.01% of shares outstanding; change 0.01)
Holder of STNE: Fidelity Investment Trust-Fidelity Series Emerging Markets Fund
Shares held as of 2026-03-31: 2225171 (value 25478207; 0.01% of shares outstanding; change 0.26)
Holder of STNE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 2549830 (value 29195553; 0.01% of shares outstanding; change 0.26)
Holder of STNE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1100270 (value 11838905; 0.00% of shares outstanding; change -0.20)
Holder of STNE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 6165844 (value 70598912; 0.03% of shares outstanding; change 0.01)
Holder of STNE: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 2567641 (value 29399488; 0.01% of shares outstanding; change 0.00)
Holder of STNE: Fidelity Investment Trust-Fidelity Series Emerging Markets Fund
Shares held as of 2026-04-30: 1859526 (value 19906225; 0.01% of shares outstanding; change -0.16)
Holder of STNE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 2270112 (value 24301548; 0.01% of shares outstanding; change -0.11)
Holder of STNE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2487017 (value 26760303; 0.01% of shares outstanding; change 0.01)
Holder of STNE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1501079 (value 16151610; 0.01% of shares outstanding; change 0.04)
Holder of STNE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5946216 (value 63654241; 0.03% of shares outstanding; change -0.04)
Holder of STNE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 2056994 (value 22020120; 0.01% of shares outstanding; change 0.00)
Holder of STNE: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 2567641 (value 27486596; 0.01% of shares outstanding; change 0.00)
Holder of STNE: iShares, Inc.-iShares MSCI Brazil ETF
Shares held as of 2026-04-30: 2340336 (value 25053296; 0.01% of shares outstanding; change 0.15)
Holder of STNE: Fidelity Investment Trust-Fidelity Series Emerging Markets Fund
Shares held as of 2026-05-31: 1124926 (value 12104204; 0.00% of shares outstanding; change -0.40)
Holder of STNE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 1389912 (value 14955453; 0.01% of shares outstanding; change -0.39)
Holder of STNE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6025406 (value 64833369; 0.03% of shares outstanding; change 0.01)
Holder of STNE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 2049576 (value 22053438; 0.01% of shares outstanding; change 0.00)
Holder of STNE: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 2268159 (value 24405391; 0.01% of shares outstanding; change -0.12)
Holder of STNE: iShares, Inc.-iShares MSCI Brazil ETF
Shares held as of 2026-05-31: 3492239 (value 37576492; 0.02% of shares outstanding; change 0.49)
Holder of STNG: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 448722 (value 34109602; 0.01% of shares outstanding; change -0.13)
Holder of STNG: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 707691 (value 53795130; 0.01% of shares outstanding; change -0.11)
Holder of STNG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 699262 (value 57304518; 0.01% of shares outstanding; change 0.00)
Holder of STNG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 404504 (value 33149101; 0.01% of shares outstanding; change 0.00)
Holder of STNG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 352521 (value 28889094; 0.01% of shares outstanding; change 0.01)
Holder of STNG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 442064 (value 36227143; 0.01% of shares outstanding; change 0.01)
Holder of STNG: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 454741 (value 36147361; 0.01% of shares outstanding; change 0.01)
Holder of STNG: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 693223 (value 55104294; 0.01% of shares outstanding; change -0.02)
Holder of STNG: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 450109 (value 35779163; 0.01% of shares outstanding; change -0.55)
Holder of STNG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1104620 (value 82305238; 0.02% of shares outstanding; change 0.01)
Holder of STNG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 387357 (value 28861970; 0.01% of shares outstanding; change -0.01)
Holder of STNG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 926887 (value 70457314; 0.02% of shares outstanding; change 0.08)
Holder of STNG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 699262 (value 55584334; 0.01% of shares outstanding; change 0.00)
Holder of STNG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 425867 (value 33852166; 0.01% of shares outstanding; change 0.05)
Holder of STNG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 446694 (value 35507705; 0.01% of shares outstanding; change 0.01)
Holder of STNG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1064626 (value 87246097; 0.02% of shares outstanding; change -0.04)
Holder of STNG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 384677 (value 31524278; 0.01% of shares outstanding; change -0.01)
Holder of STNG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 978648 (value 80200200; 0.02% of shares outstanding; change 0.06)
Holder of STNG: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-05-31: 379198 (value 30142448; 0.01% of shares outstanding; change 1.00)
Holder of STNG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1083660 (value 86140131; 0.02% of shares outstanding; change 0.02)
Holder of STNG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 391256 (value 31100938; 0.01% of shares outstanding; change 0.02)
Holder of STNG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 975848 (value 77570155; 0.02% of shares outstanding; change 0.00)
Holder of STO.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 30631527 (value 240304322; 0.01% of shares outstanding; change 0.02)
Holder of STO.AX: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 11047548 (value 80757575; 0.00% of shares outstanding; change 0.22)
Holder of STO.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 11501689 (value 84077345; 0.00% of shares outstanding; change 0.10)
Holder of STO.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 47566724 (value 347712749; 0.01% of shares outstanding; change 0.01)
Holder of STO.AX: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 9071025 (value 72296067; 0.00% of shares outstanding; change 0.03)
Holder of STO.AX: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 9105414 (value 72570147; 0.00% of shares outstanding; change -0.10)
Holder of STO.AX: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 28462299 (value 218590451; 0.01% of shares outstanding; change 1.00)
Holder of STO.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 11947839 (value 93730794; 0.00% of shares outstanding; change 0.01)
Holder of STO.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 31353432 (value 249886846; 0.01% of shares outstanding; change 0.02)
Holder of STO.AX: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 11721917 (value 93423676; 0.00% of shares outstanding; change 0.06)
Holder of STO.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 13133940 (value 104677499; 0.00% of shares outstanding; change 0.14)
Holder of STO.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 12083941 (value 88333608; 0.00% of shares outstanding; change 0.01)
Holder of STO.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 8909410 (value 71007995; 0.00% of shares outstanding; change 0.02)
Holder of STO.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 47420391 (value 377940506; 0.01% of shares outstanding; change 0.00)
Holder of STO.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 23062479 (value 168586720; 0.01% of shares outstanding; change 0.00)
Holder of STO.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 11339201 (value 82889558; 0.00% of shares outstanding; change 0.01)
Holder of STO.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 12216242 (value 97363446; 0.00% of shares outstanding; change 0.01)
Holder of STO.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 24063468 (value 191785834; 0.01% of shares outstanding; change 0.04)
Holder of STO.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 11339201 (value 90373429; 0.00% of shares outstanding; change 0.01)
Holder of STOK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 553421 (value 17106243; 0.01% of shares outstanding; change 0.05)
Holder of STOK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1642727 (value 50776691; 0.03% of shares outstanding; change 0.03)
Holder of STOK: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 473152 (value 14937408; 0.01% of shares outstanding; change -0.02)
Holder of STOK: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 562900 (value 17770752; 0.01% of shares outstanding; change 0.06)
Holder of STOK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 439026 (value 12872242; 0.01% of shares outstanding; change 0.01)
Holder of STOK: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 520825 (value 16442445; 0.01% of shares outstanding; change 0.00)
Holder of STOK: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1206394 (value 37289638; 0.02% of shares outstanding; change 0.52)
Holder of STOK: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 680000 (value 21018799; 0.01% of shares outstanding; change -0.09)
Holder of STOK: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 483244 (value 14159048; 0.01% of shares outstanding; change 1.00)
Holder of STOK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 574229 (value 16824909; 0.01% of shares outstanding; change 0.04)
Holder of STOK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1722622 (value 50472823; 0.03% of shares outstanding; change 0.05)
Holder of STOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1195485 (value 36952441; 0.02% of shares outstanding; change 0.09)
Holder of STOK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 484478 (value 14195205; 0.01% of shares outstanding; change 0.10)
Holder of STOK: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 520825 (value 15260172; 0.01% of shares outstanding; change 0.00)
Holder of STOK: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 1220394 (value 38527838; 0.02% of shares outstanding; change 0.01)
Holder of STOK: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 628000 (value 19825959; 0.01% of shares outstanding; change -0.08)
Holder of STOK: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1243976 (value 38563256; 0.02% of shares outstanding; change 0.11)
Holder of STOK: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 1652492 (value 48418014; 0.03% of shares outstanding; change 1.00)
Holder of STOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1156286 (value 36503948; 0.02% of shares outstanding; change -0.03)
Holder of STOK: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 1293694 (value 37905233; 0.02% of shares outstanding; change 0.06)
Holder of STOK: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 628000 (value 18400399; 0.01% of shares outstanding; change 0.00)
Holder of STOK: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1246278 (value 39108202; 0.02% of shares outstanding; change 0.00)
Holder of STOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1167257 (value 34200629; 0.02% of shares outstanding; change 0.01)
Holder of STOK: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1567765 (value 45935513; 0.03% of shares outstanding; change 0.26)
Holder of STRA: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 520961 (value 42531255; 0.02% of shares outstanding; change -0.12)
Holder of STRA: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 839603 (value 68545188; 0.04% of shares outstanding; change -0.11)
Holder of STRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 250707 (value 19241762; 0.01% of shares outstanding; change -0.01)
Holder of STRA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 480297 (value 36862794; 0.02% of shares outstanding; change -0.06)
Holder of STRA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 309287 (value 23737777; 0.01% of shares outstanding; change -0.05)
Holder of STRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 671741 (value 51556121; 0.03% of shares outstanding; change -0.02)
Holder of STRA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 338379 (value 25869073; 0.02% of shares outstanding; change -0.01)
Holder of STRA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 229697 (value 17560334; 0.01% of shares outstanding; change 0.01)
Holder of STRA: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 292627 (value 22134306; 0.01% of shares outstanding; change -0.44)
Holder of STRA: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 418655 (value 31667063; 0.02% of shares outstanding; change -0.50)
Holder of STRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 259354 (value 19617536; 0.01% of shares outstanding; change 0.03)
Holder of STRA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 487350 (value 36863153; 0.02% of shares outstanding; change 0.01)
Holder of STRA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 310324 (value 23472907; 0.01% of shares outstanding; change 0.00)
Holder of STRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 681782 (value 51569990; 0.03% of shares outstanding; change 0.01)
Holder of STRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 566140 (value 43451245; 0.03% of shares outstanding; change 0.00)
Holder of STRA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 338379 (value 25594987; 0.02% of shares outstanding; change 0.00)
Holder of STRA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 227932 (value 17240776; 0.01% of shares outstanding; change -0.01)
Holder of STRA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1417155 (value 106754288; 0.06% of shares outstanding; change 0.02)
Holder of STRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 543894 (value 41580694; 0.02% of shares outstanding; change -0.04)
Holder of STRA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1409964 (value 106649676; 0.06% of shares outstanding; change -0.01)
Holder of STRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 549088 (value 41533015; 0.02% of shares outstanding; change 0.01)
Holder of STRC: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 329304 (value 28822333; 0.01% of shares outstanding; change 1.00)
Holder of STRC: Fidelity Summer Street Trust-Fidelity SAI High Income Fund
Shares held as of 2026-01-31: 31700 (value 2774542; 0.00% of shares outstanding; change 0.33)
Holder of STRC: Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund
Shares held as of 2026-02-28: 90460 (value 7917511; 0.00% of shares outstanding; change 0.00)
Holder of STRC: Fidelity Advisor Series I-Fidelity Advisor Floating Rate High Income F
Shares held as of 2026-02-28: 93500 (value 8183587; 0.00% of shares outstanding; change 0.00)
Holder of STRC: Fidelity Income Fund-Fidelity Total Bond Fund
Shares held as of 2026-02-28: 35000 (value 3040975; 0.00% of shares outstanding; change 0.06)
Holder of STRC: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-02-28: 512660 (value 44870567; 0.02% of shares outstanding; change 0.00)
Holder of STRC: Advisor Managed Portfolios-Miller Income Fund
Shares held as of 2026-03-31: 50000 (value 4374000; 0.00% of shares outstanding; change 0.00)
Holder of STRC: Fidelity Advisor Series II-Fidelity Advisor Strategic Income Fund
Shares held as of 2026-03-31: 301326 (value 29373227; 0.01% of shares outstanding; change 1.00)
Holder of STRC: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 735151 (value 72772595; 0.03% of shares outstanding; change 0.52)
Holder of STRC: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 843669 (value 82240766; 0.03% of shares outstanding; change 0.03)
Holder of STRC: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 402880 (value 35004229; 0.01% of shares outstanding; change 0.22)
Holder of STRC: Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund
Shares held as of 2026-04-30: 119247 (value 10360775; 0.00% of shares outstanding; change 0.32)
Holder of STRC: Fidelity Advisor Series I-Fidelity Advisor Floating Rate High Income F
Shares held as of 2026-04-30: 153504 (value 13337195; 0.01% of shares outstanding; change 0.64)
Holder of STRC: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-04-30: 872310 (value 76348934; 0.03% of shares outstanding; change 0.19)
Holder of STRC: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-04-30: 663257 (value 57627085; 0.02% of shares outstanding; change 0.29)
Holder of STRC: Fidelity Summer Street Trust-Fidelity SAI High Income Fund
Shares held as of 2026-04-30: 31700 (value 2703693; 0.00% of shares outstanding; change 0.00)
Holder of STRC: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 3467034 (value 303452156; 0.12% of shares outstanding; change 0.74)
Holder of STRC: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-05-31: 896641 (value 77904655; 0.03% of shares outstanding; change 0.03)
Holder of STRC: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 1745270 (value 151637787; 0.06% of shares outstanding; change 0.27)
Holder of STRC: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 4650754 (value 404080771; 0.17% of shares outstanding; change 0.34)
Holder of STRC: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 301845 (value 26225803; 0.01% of shares outstanding; change 1.00)
Holder of STRC: Advisor Managed Portfolios-Miller Income Fund
Shares held as of 2026-06-30: 50000 (value 4344250; 0.00% of shares outstanding; change 0.00)
Holder of STRD: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 370379 (value 22950534; 0.03% of shares outstanding; change 1.00)
Holder of STRD: John Hancock Funds II-Multi-Asset High Income Fund
Shares held as of 2026-02-28: 6150 (value 369922; 0.00% of shares outstanding; change 0.00)
Holder of STRD: -Goldentree Opportunistic Credit Fund
Shares held as of 2026-03-31: 9820 (value 590673; 0.00% of shares outstanding; change 14.66)
Holder of STRD: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 5673972 (value 341289424; 0.48% of shares outstanding; change 0.14)
Holder of STRD: Advisor Managed Portfolios-Miller Income Fund
Shares held as of 2026-03-31: 38455 (value 2336525; 0.00% of shares outstanding; change 0.00)
Holder of STRD: John Hancock Exch-Trd Fd. TRT-John Hancock Preferred Income ETF
Shares held as of 2026-03-31: 16578 (value 997166; 0.00% of shares outstanding; change 0.04)
Holder of STRD: John Hancock Preferred Income Fund
Shares held as of 2026-03-31: 68630 (value 4711449; 0.01% of shares outstanding; change 0.00)
Holder of STRD: John Hancock Preferred Income Fund II
Shares held as of 2026-03-31: 55575 (value 3815223; 0.00% of shares outstanding; change 0.00)
Holder of STRD: John Hancock Preferred Income Fund III
Shares held as of 2026-03-31: 73700 (value 5059505; 0.01% of shares outstanding; change 0.00)
Holder of STRD: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 149365 (value 10253907; 0.01% of shares outstanding; change 0.00)
Holder of STRD: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 377683 (value 25927938; 0.03% of shares outstanding; change 0.03)
Holder of STRD: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 540054 (value 32484248; 0.05% of shares outstanding; change 0.46)
Holder of STRD: GLOBAL X FUNDS-Global X SuperIncome Preferred ETF
Shares held as of 2026-04-30: 24015 (value 1648629; 0.00% of shares outstanding; change 0.10)
Holder of STRD: John Hancock Preferred Income Fund
Shares held as of 2026-04-30: 68630 (value 4252657; 0.01% of shares outstanding; change 0.00)
Holder of STRD: John Hancock Preferred Income Fund II
Shares held as of 2026-04-30: 55575 (value 3443704; 0.00% of shares outstanding; change 0.00)
Holder of STRD: John Hancock Preferred Income Fund III
Shares held as of 2026-04-30: 73700 (value 4566820; 0.01% of shares outstanding; change 0.00)
Holder of STRD: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-04-30: 149365 (value 9255402; 0.01% of shares outstanding; change 0.00)
Holder of STRD: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 967669 (value 59961609; 0.08% of shares outstanding; change 0.08)
Holder of STRD: GLOBAL X FUNDS-Global X SuperIncome Preferred ETF
Shares held as of 2026-05-31: 25987 (value 1559479; 0.00% of shares outstanding; change 0.06)
Holder of STRD: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 287139 (value 17271411; 0.02% of shares outstanding; change -0.25)
Holder of STRD: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 743949 (value 44748533; 0.06% of shares outstanding; change -0.23)
Holder of STRD: Advisor Managed Portfolios-Miller Income Fund
Shares held as of 2026-06-30: 38455 (value 2313068; 0.00% of shares outstanding; change 0.00)
Holder of STRD: GLOBAL X FUNDS-Global X SuperIncome Preferred ETF
Shares held as of 2026-06-30: 25970 (value 1562095; 0.00% of shares outstanding; change 0.00)
Holder of STRF: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 113778 (value 10468144; 0.01% of shares outstanding; change 1.00)
Holder of STRF: Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund
Shares held as of 2026-02-28: 54900 (value 5051074; 0.01% of shares outstanding; change 0.00)
Holder of STRF: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-02-28: 303400 (value 27914316; 0.04% of shares outstanding; change 0.00)
Holder of STRF: Fidelity Summer Street Trust-Fidelity Series High Income Fund
Shares held as of 2026-02-28: 16131 (value 1484132; 0.00% of shares outstanding; change 1.00)
Holder of STRF: Fidelity Advisor Series II-Fidelity Advisor Strategic Income Fund
Shares held as of 2026-03-31: 137400 (value 12984300; 0.02% of shares outstanding; change 1.00)
Holder of STRF: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-03-31: 34230 (value 3371655; 0.00% of shares outstanding; change 0.00)
Holder of STRF: Fidelity Salem Street Trust-Fidelity Strategic Dividend & Income Fund
Shares held as of 2026-03-31: 88700 (value 8736950; 0.01% of shares outstanding; change -0.14)
Holder of STRF: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 1313345 (value 129364482; 0.15% of shares outstanding; change 0.03)
Holder of STRF: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 374542 (value 35394219; 0.04% of shares outstanding; change 0.03)
Holder of STRF: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 124437 (value 12097765; 0.01% of shares outstanding; change 0.09)
Holder of STRF: Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund
Shares held as of 2026-04-30: 54900 (value 5337378; 0.01% of shares outstanding; change 0.00)
Holder of STRF: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-04-30: 34230 (value 3149331; 0.00% of shares outstanding; change 0.00)
Holder of STRF: Fidelity Salem Street Trust-Fidelity Strategic Dividend & Income Fund
Shares held as of 2026-04-30: 88700 (value 8160843; 0.01% of shares outstanding; change 0.00)
Holder of STRF: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-04-30: 1263752 (value 116271499; 0.15% of shares outstanding; change -0.04)
Holder of STRF: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-04-30: 303400 (value 29496548; 0.04% of shares outstanding; change 0.00)
Holder of STRF: Fidelity Summer Street Trust-Fidelity Series High Income Fund
Shares held as of 2026-04-30: 19614 (value 1906873; 0.00% of shares outstanding; change 0.22)
Holder of STRF: GLOBAL X FUNDS-Global X SuperIncome Preferred ETF
Shares held as of 2026-04-30: 23537 (value 2224246; 0.00% of shares outstanding; change 0.10)
Holder of STRF: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 885955 (value 81512287; 0.10% of shares outstanding; change 0.00)
Holder of STRF: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-05-31: 34230 (value 3327840; 0.00% of shares outstanding; change 0.00)
Holder of STRF: Fidelity Salem Street Trust-Fidelity Strategic Dividend & Income Fund
Shares held as of 2026-05-31: 109187 (value 10615160; 0.01% of shares outstanding; change 0.23)
Holder of STRF: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-05-31: 1310052 (value 127363257; 0.15% of shares outstanding; change 0.04)
Holder of STRF: GLOBAL X FUNDS-Global X SuperIncome Preferred ETF
Shares held as of 2026-05-31: 25509 (value 2451670; 0.00% of shares outstanding; change 0.07)
Holder of STRF: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 262897 (value 25558846; 0.03% of shares outstanding; change -0.25)
Holder of STRF: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 687955 (value 66882985; 0.08% of shares outstanding; change -0.22)
Holder of STRF: GLOBAL X FUNDS-Global X SuperIncome Preferred ETF
Shares held as of 2026-06-30: 25492 (value 2478332; 0.00% of shares outstanding; change 0.00)
Holder of STRK: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-01-31: 200000 (value 12040000; 0.03% of shares outstanding; change 0.00)
Holder of STRK: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 145993 (value 8788778; 0.02% of shares outstanding; change 1.00)
Holder of STRK: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 1452939 (value 87989987; 0.20% of shares outstanding; change -0.28)
Holder of STRK: AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund
Shares held as of 2026-03-31: 289834 (value 17891452; 0.04% of shares outstanding; change 0.53)
Holder of STRK: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-03-31: 73200 (value 5143763; 0.01% of shares outstanding; change 0.00)
Holder of STRK: NEW ECONOMY FUND
Shares held as of 2026-03-31: 421587 (value 25531309; 0.06% of shares outstanding; change 0.00)
Holder of STRK: SPDR SERIES TRT-State Street SPDR Bloomberg Convertible Securities ETF
Shares held as of 2026-03-31: 166000 (value 10052960; 0.02% of shares outstanding; change -0.12)
Holder of STRK: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 419217 (value 28351644; 0.06% of shares outstanding; change 0.03)
Holder of STRK: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-04-30: 200000 (value 12112000; 0.03% of shares outstanding; change 0.00)
Holder of STRK: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 169752 (value 10280181; 0.02% of shares outstanding; change 0.16)
Holder of STRK: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-04-30: 73200 (value 4406640; 0.01% of shares outstanding; change 0.00)
Holder of STRK: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 253305 (value 17131016; 0.03% of shares outstanding; change -0.02)
Holder of STRK: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 967548 (value 58246390; 0.13% of shares outstanding; change -0.02)
Holder of STRK: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-05-31: 73200 (value 4432992; 0.01% of shares outstanding; change 0.00)
Holder of STRK: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 252110 (value 15562750; 0.03% of shares outstanding; change 0.00)
Holder of STRK: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 287068 (value 17384838; 0.04% of shares outstanding; change -0.25)
Holder of STRK: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 744548 (value 45089827; 0.10% of shares outstanding; change -0.23)
Holder of STRK: AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund
Shares held as of 2026-06-30: 289834 (value 17552347; 0.04% of shares outstanding; change 0.00)
Holder of STRK: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 213938 (value 12956085; 0.03% of shares outstanding; change -0.15)
Holder of STRL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 331024 (value 284958709; 0.01% of shares outstanding; change 0.02)
Holder of STRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 373730 (value 321721743; 0.01% of shares outstanding; change -0.03)
Holder of STRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 662217 (value 570062900; 0.02% of shares outstanding; change -0.03)
Holder of STRL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 911619 (value 784758124; 0.03% of shares outstanding; change 0.00)
Holder of STRL: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 337989 (value 223388758; 0.01% of shares outstanding; change 0.05)
Holder of STRL: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 383178 (value 341741125; 0.01% of shares outstanding; change -0.34)
Holder of STRL: SmallCap World Fund Inc
Shares held as of 2026-03-31: 387737 (value 256268953; 0.01% of shares outstanding; change 0.14)
Holder of STRL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 342832 (value 226589667; 0.01% of shares outstanding; change 0.04)
Holder of STRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 375445 (value 248144740; 0.01% of shares outstanding; change 0.00)
Holder of STRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 671259 (value 443658565; 0.02% of shares outstanding; change 0.01)