speb/financial-data huggingface dataset:
Holder of IDR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 147288 (value 4180033; 0.00% of shares outstanding; change 0.05)
Holder of IDR: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-04-30: 53745 (value 1745100; 0.00% of shares outstanding; change 0.03)
Holder of IDR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 934284 (value 33998594; 0.01% of shares outstanding; change 0.10)
Holder of IDR: TIAA-CREF Funds-Nuveen Quant Small/Mid Cap Equity Fund
Shares held as of 2026-04-30: 116260 (value 3299458; 0.00% of shares outstanding; change 1.89)
Holder of IDR: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 329904 (value 10711983; 0.00% of shares outstanding; change -0.02)
Holder of IDR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 351493 (value 12228441; 0.00% of shares outstanding; change -0.02)
Holder of IDR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 122190 (value 4250990; 0.00% of shares outstanding; change 0.00)
Holder of IDR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 74241 (value 2106959; 0.00% of shares outstanding; change -0.04)
Holder of IDR: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-05-31: 55207 (value 1920651; 0.00% of shares outstanding; change 0.03)
Holder of IDR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 883742 (value 27183904; 0.01% of shares outstanding; change -0.05)
Holder of IDR: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 322845 (value 9930712; 0.00% of shares outstanding; change -0.02)
Holder of IDR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 354832 (value 10070131; 0.00% of shares outstanding; change 0.01)
Holder of IDR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 120934 (value 3432106; 0.00% of shares outstanding; change -0.01)
Holder of IDR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 909793 (value 25819924; 0.01% of shares outstanding; change 0.03)
Holder of IDR: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 328088 (value 9311137; 0.00% of shares outstanding; change 0.02)
Holder of IDR.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 823429 (value 45650902; 0.00% of shares outstanding; change 0.01)
Holder of IDR.MC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 469803 (value 24871370; 0.00% of shares outstanding; change 0.00)
Holder of IDR.MC: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 533795 (value 28259106; 0.00% of shares outstanding; change 0.00)
Holder of IDR.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1270414 (value 67255715; 0.01% of shares outstanding; change 0.00)
Holder of IDR.MC: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 1408596 (value 66837881; 0.01% of shares outstanding; change 0.18)
Holder of IDR.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Global Stock Fd.
Shares held as of 2026-03-31: 1053008 (value 55746242; 0.01% of shares outstanding; change 0.45)
Holder of IDR.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 2008628 (value 106336763; 0.01% of shares outstanding; change 0.25)
Holder of IDR.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 846287 (value 40156318; 0.00% of shares outstanding; change 0.03)
Holder of IDR.MC: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 726175 (value 34457004; 0.00% of shares outstanding; change 0.00)
Holder of IDR.MC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 469803 (value 22292152; 0.00% of shares outstanding; change 0.00)
Holder of IDR.MC: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 533795 (value 25328573; 0.00% of shares outstanding; change 0.00)
Holder of IDR.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Global Stock Fd.
Shares held as of 2026-04-30: 1050933 (value 49866771; 0.01% of shares outstanding; change 0.00)
Holder of IDR.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 2038254 (value 96715153; 0.01% of shares outstanding; change 0.01)
Holder of IDR.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1271139 (value 60315546; 0.01% of shares outstanding; change 0.00)
Holder of IDR.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 578221 (value 30611018; 0.00% of shares outstanding; change 0.01)
Holder of IDR.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-04-30: 369986 (value 19587058; 0.00% of shares outstanding; change -0.02)
Holder of IDR.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 573020 (value 27189799; 0.00% of shares outstanding; change -0.01)
Holder of IDR.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-05-31: 359897 (value 17077112; 0.00% of shares outstanding; change -0.03)
Holder of IDT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 220356 (value 12154836; 0.01% of shares outstanding; change 0.01)
Holder of IDT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 632098 (value 34866525; 0.03% of shares outstanding; change 0.00)
Holder of IDT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 129438 (value 6767018; 0.01% of shares outstanding; change 0.00)
Holder of IDT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 128731 (value 6730056; 0.01% of shares outstanding; change -0.18)
Holder of IDT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 165635 (value 8659397; 0.01% of shares outstanding; change 0.00)
Holder of IDT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 159332 (value 8329876; 0.01% of shares outstanding; change 0.01)
Holder of IDT: DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund
Shares held as of 2026-03-31: 367856 (value 23653141; 0.02% of shares outstanding; change 0.02)
Holder of IDT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 225663 (value 14510131; 0.01% of shares outstanding; change 0.02)
Holder of IDT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 632098 (value 40643903; 0.03% of shares outstanding; change 0.00)
Holder of IDT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 397815 (value 21943475; 0.02% of shares outstanding; change 0.00)
Holder of IDT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 149847 (value 8403420; 0.01% of shares outstanding; change 5.81)
Holder of IDT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 165635 (value 10650331; 0.01% of shares outstanding; change 0.00)
Holder of IDT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 161108 (value 10359244; 0.01% of shares outstanding; change 0.01)
Holder of IDT: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-04-30: 141430 (value 7726321; 0.01% of shares outstanding; change 0.57)
Holder of IDT: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 123550 (value 7944265; 0.01% of shares outstanding; change 0.00)
Holder of IDT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 382152 (value 19978906; 0.02% of shares outstanding; change -0.04)
Holder of IDT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 258217 (value 13499584; 0.01% of shares outstanding; change 0.72)
Holder of IDT: Fidelity Select Portfolios-Select Telecommunications Portfolio
Shares held as of 2026-05-31: 122100 (value 7711835; 0.01% of shares outstanding; change 0.00)
Holder of IDT: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-05-31: 154951 (value 9467505; 0.01% of shares outstanding; change 0.10)
Holder of IDT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 385809 (value 24807519; 0.02% of shares outstanding; change 0.01)
Holder of IDT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 313747 (value 20173933; 0.01% of shares outstanding; change 0.22)
Holder of IDT: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 432709 (value 27823190; 0.02% of shares outstanding; change 1.00)
Holder of IDT: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-06-30: 123803 (value 7960533; 0.01% of shares outstanding; change -0.20)
Holder of IDXX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2013087 (value 1134434976; 0.03% of shares outstanding; change 0.02)
Holder of IDXX: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 928790 (value 523401055; 0.01% of shares outstanding; change -0.08)
Holder of IDXX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2509849 (value 1414375280; 0.03% of shares outstanding; change 0.00)
Holder of IDXX: AMCAP FUND
Shares held as of 2026-03-31: 732861 (value 398910904; 0.01% of shares outstanding; change 0.00)
Holder of IDXX: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 620000 (value 337478404; 0.01% of shares outstanding; change 0.00)
Holder of IDXX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1019758 (value 574664255; 0.01% of shares outstanding; change 0.00)
Holder of IDXX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2030133 (value 1105042009; 0.03% of shares outstanding; change 0.01)
Holder of IDXX: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 927080 (value 504628192; 0.01% of shares outstanding; change 0.00)
Holder of IDXX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1719572 (value 935997443; 0.02% of shares outstanding; change -0.01)
Holder of IDXX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2527800 (value 1375932114; 0.03% of shares outstanding; change 0.01)
Holder of IDXX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1023280 (value 558434574; 0.01% of shares outstanding; change 0.00)
Holder of IDXX: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 1704217 (value 955861239; 0.02% of shares outstanding; change 0.02)
Holder of IDXX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 953509 (value 534804132; 0.01% of shares outstanding; change 0.03)
Holder of IDXX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1032328 (value 563372339; 0.01% of shares outstanding; change 0.00)
Holder of IDXX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1021854 (value 556215576; 0.01% of shares outstanding; change 0.00)
Holder of IDXX: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 1729501 (value 981388051; 0.02% of shares outstanding; change 0.01)
Holder of IDXX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 962755 (value 542579842; 0.01% of shares outstanding; change 0.01)
Holder of IDXX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1051692 (value 572456997; 0.01% of shares outstanding; change 0.02)
Holder of IDXX: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 1674463 (value 911443712; 0.02% of shares outstanding; change -0.03)
Holder of IDXX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 953545 (value 519033621; 0.01% of shares outstanding; change -0.01)
Holder of IDYA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 947168 (value 27913040; 0.01% of shares outstanding; change 0.00)
Holder of IDYA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2630793 (value 77529467; 0.03% of shares outstanding; change 0.02)
Holder of IDYA: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-01-31: 2014523 (value 68957121; 0.02% of shares outstanding; change 0.00)
Holder of IDYA: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 1245000 (value 42616349; 0.01% of shares outstanding; change -0.09)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 4166928 (value 117882396; 0.05% of shares outstanding; change 0.00)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 1247307 (value 35286316; 0.01% of shares outstanding; change -0.01)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 1157838 (value 32755238; 0.01% of shares outstanding; change 0.00)
Holder of IDYA: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 845786 (value 29940825; 0.01% of shares outstanding; change -0.02)
Holder of IDYA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 4684432 (value 165828899; 0.05% of shares outstanding; change -0.02)
Holder of IDYA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 977683 (value 34609979; 0.01% of shares outstanding; change 0.03)
Holder of IDYA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2667924 (value 94444513; 0.03% of shares outstanding; change 0.01)
Holder of IDYA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2061960 (value 60765959; 0.02% of shares outstanding; change 0.06)
Holder of IDYA: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-04-30: 878705 (value 31106158; 0.01% of shares outstanding; change -0.56)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 4166928 (value 142633943; 0.05% of shares outstanding; change 0.00)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 1243311 (value 42558534; 0.01% of shares outstanding; change 0.00)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 1157838 (value 39632794; 0.01% of shares outstanding; change 0.00)
Holder of IDYA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1820870 (value 62328379; 0.02% of shares outstanding; change 0.12)
Holder of IDYA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1981375 (value 67822465; 0.02% of shares outstanding; change -0.04)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 4237561 (value 150009665; 0.05% of shares outstanding; change 0.02)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 1240259 (value 43905170; 0.01% of shares outstanding; change 0.00)
Holder of IDYA: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 1082838 (value 38332466; 0.01% of shares outstanding; change -0.06)
Holder of IDYA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1803101 (value 66696709; 0.02% of shares outstanding; change -0.01)
Holder of IDYA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2026470 (value 71737041; 0.02% of shares outstanding; change 0.02)
Holder of IDYA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2305871 (value 81627836; 0.03% of shares outstanding; change 0.28)
Holder of IE: -Price (T.Rowe) New Horizons Trust
Shares held as of 2025-12-31: 1421697 (value 16335298; 0.01% of shares outstanding; change 1.00)
Holder of IE: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 3071348 (value 35289787; 0.02% of shares outstanding; change 0.09)
Holder of IE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 3078325 (value 35369953; 0.02% of shares outstanding; change 1.00)
Holder of IE: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2025-12-31: 1757442 (value 23655169; 0.01% of shares outstanding; change 0.05)
Holder of IE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3490099 (value 46976732; 0.02% of shares outstanding; change 0.33)
Holder of IE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1291246 (value 14358655; 0.01% of shares outstanding; change 0.00)
Holder of IE: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 3382614 (value 30646484; 0.02% of shares outstanding; change 0.10)
Holder of IE: Fidelity Contrafund
Shares held as of 2026-03-31: 4006914 (value 53933062; 0.03% of shares outstanding; change -0.35)
Holder of IE: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 2358213 (value 26223328; 0.01% of shares outstanding; change 0.00)
Holder of IE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2784201 (value 25224862; 0.02% of shares outstanding; change -0.10)
Holder of IE: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 1981627 (value 17953541; 0.01% of shares outstanding; change 0.13)
Holder of IE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3785152 (value 34293478; 0.02% of shares outstanding; change 0.08)
Holder of IE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2603882 (value 35048251; 0.02% of shares outstanding; change 0.00)
Holder of IE: Fidelity Contrafund
Shares held as of 2026-04-30: 4006914 (value 44556883; 0.03% of shares outstanding; change 0.00)
Holder of IE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1291246 (value 11698689; 0.01% of shares outstanding; change 0.00)
Holder of IE: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 4821367 (value 53179676; 0.03% of shares outstanding; change 0.25)
Holder of IE: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 2358213 (value 21365410; 0.01% of shares outstanding; change 0.00)
Holder of IE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 7614386 (value 83986675; 0.05% of shares outstanding; change 0.10)
Holder of IE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2521165 (value 28035354; 0.02% of shares outstanding; change -0.03)
Holder of IE: Fidelity Contrafund
Shares held as of 2026-05-31: 4006914 (value 36302642; 0.03% of shares outstanding; change 0.00)
Holder of IE: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 5018817 (value 40802982; 0.03% of shares outstanding; change 0.24)
Holder of IE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 7203440 (value 65767408; 0.05% of shares outstanding; change -0.05)
Holder of IE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2545121 (value 23058797; 0.02% of shares outstanding; change 0.01)
Holder of IE: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 5102601 (value 46229567; 0.03% of shares outstanding; change 0.02)
Holder of IE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 7911030 (value 71673935; 0.05% of shares outstanding; change 0.10)
Holder of IE.TO: -Price (T.Rowe) New Horizons Trust
Shares held as of 2025-12-31: 1421697 (value 26884290; 0.01% of shares outstanding; change 1.00)
Holder of IE.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 3071348 (value 58079190; 0.02% of shares outstanding; change 0.09)
Holder of IE.TO: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 3078325 (value 58211125; 0.02% of shares outstanding; change 1.00)
Holder of IE.TO: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1291246 (value 20298387; 0.01% of shares outstanding; change 0.00)
Holder of IE.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 3382614 (value 42384152; 0.02% of shares outstanding; change 0.10)
Holder of IE.TO: Fidelity Contrafund
Shares held as of 2026-03-31: 4006914 (value 75770743; 0.03% of shares outstanding; change -0.35)
Holder of IE.TO: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 2358213 (value 37071108; 0.01% of shares outstanding; change 0.00)
Holder of IE.TO: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2784201 (value 34886037; 0.02% of shares outstanding; change -0.10)
Holder of IE.TO: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 1981627 (value 24829785; 0.01% of shares outstanding; change 0.13)
Holder of IE.TO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3785152 (value 47427953; 0.02% of shares outstanding; change 0.08)
Holder of IE.TO: Fidelity Contrafund
Shares held as of 2026-04-30: 4006914 (value 62988689; 0.03% of shares outstanding; change 0.00)
Holder of IE.TO: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1291246 (value 16179312; 0.01% of shares outstanding; change 0.00)
Holder of IE.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 4821367 (value 75502606; 0.03% of shares outstanding; change 0.25)
Holder of IE.TO: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 2358213 (value 29548408; 0.01% of shares outstanding; change 0.00)
Holder of IE.TO: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 7614386 (value 119241283; 0.05% of shares outstanding; change 0.10)
Holder of IE.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2521165 (value 39632714; 0.02% of shares outstanding; change -0.03)
Holder of IE.TO: Fidelity Contrafund
Shares held as of 2026-05-31: 4006914 (value 50206631; 0.03% of shares outstanding; change 0.00)
Holder of IE.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 5018817 (value 57917147; 0.03% of shares outstanding; change 0.24)
Holder of IE.TO: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 7203440 (value 92059961; 0.05% of shares outstanding; change -0.05)
Holder of IE.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2545121 (value 31890365; 0.02% of shares outstanding; change 0.01)
Holder of IE.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 5102601 (value 63935589; 0.03% of shares outstanding; change 0.02)
Holder of IE.TO: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 7911030 (value 99125203; 0.05% of shares outstanding; change 0.10)
Holder of IEAG: AQR Funds-AQR Diversified Arbitrage Fund
Shares held as of 2026-03-31: 635159 (value 6491325; 0.02% of shares outstanding; change 1.00)
Holder of IEAG: Comstock Funds, Inc.-COMSTOCK CAPITAL VALUE FUND
Shares held as of 2026-03-31: 2500 (value 25074; 0.00% of shares outstanding; change 1.00)
Holder of IEAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16482 (value 165757; 0.00% of shares outstanding; change 1.00)
Holder of IEAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 21283 (value 213468; 0.00% of shares outstanding; change 0.29)
Holder of IEAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 21283 (value 217512; 0.00% of shares outstanding; change 0.00)
Holder of IEL.AX: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2025-12-31: 768394 (value 1821093; 0.00% of shares outstanding; change -0.02)
Holder of IEL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2449748 (value 5805902; 0.01% of shares outstanding; change 0.05)
Holder of IEL.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 1355422 (value 3103916; 0.00% of shares outstanding; change 0.00)
Holder of IEL.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 3385316 (value 8023198; 0.01% of shares outstanding; change 0.00)
Holder of IEL.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 948931 (value 2173051; 0.00% of shares outstanding; change 0.03)
Holder of IEL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3748331 (value 8583677; 0.01% of shares outstanding; change 0.00)
Holder of IEL.AX: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2026-03-31: 763390 (value 1564949; 0.00% of shares outstanding; change -0.01)
Holder of IEL.AX: Longleaf Partners Funds Trust-Longleaf Partners Global Fund
Shares held as of 2026-03-31: 8356191 (value 17130191; 0.03% of shares outstanding; change 0.53)
Holder of IEL.AX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 10513817 (value 21553324; 0.04% of shares outstanding; change -0.04)
Holder of IEL.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 3326827 (value 7618433; 0.01% of shares outstanding; change -0.02)
Holder of IEL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2511834 (value 5149259; 0.01% of shares outstanding; change 0.03)
Holder of IEL.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 1355422 (value 2778615; 0.00% of shares outstanding; change 0.00)
Holder of IEL.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 3326827 (value 6819995; 0.01% of shares outstanding; change 0.00)
Holder of IEL.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 931650 (value 1909882; 0.00% of shares outstanding; change -0.02)
Holder of IEL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3748331 (value 7684078; 0.01% of shares outstanding; change 0.00)
Holder of IEL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2103990 (value 4818137; 0.01% of shares outstanding; change 0.01)
Holder of IEL.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1113131 (value 2549069; 0.00% of shares outstanding; change 0.00)
Holder of IEL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2121345 (value 4348757; 0.01% of shares outstanding; change 0.01)
Holder of IEL.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1113131 (value 2281918; 0.00% of shares outstanding; change 0.00)
Holder of IEP: NORTHERN LIGHTS FUND TRUST III-Counterpoint Tactical Equity Fund
Shares held as of 2025-12-31: 7207 (value 53620; 0.00% of shares outstanding; change -0.89)
Holder of IEP: -Virtus U.S. Dividend ETF
Shares held as of 2026-01-31: 24824 (value 179229; 0.00% of shares outstanding; change 1.00)
Holder of IEP: Arrow ETF Trust-Arrow Dow Jones Global Yield ETF
Shares held as of 2026-01-31: 21195 (value 153027; 0.00% of shares outstanding; change 0.13)
Holder of IEP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 400606 (value 2968490; 0.00% of shares outstanding; change 0.11)
Holder of IEP: Mosley Wealth Management
Shares held as of 2026-03-31: 100 (value 740; 0.00% of shares outstanding; change 1.00)
Holder of IEP: NORTHERN LIGHTS FUND TRUST III-Counterpoint Tactical Equity Fund
Shares held as of 2026-03-31: 7207 (value 55421; 0.00% of shares outstanding; change 0.00)
Holder of IEP: -Virtus U.S. Dividend ETF
Shares held as of 2026-04-30: 20544 (value 157983; 0.00% of shares outstanding; change -0.17)
Holder of IEP: Arrow ETF Trust-Arrow Dow Jones Global Yield ETF
Shares held as of 2026-04-30: 26659 (value 205007; 0.00% of shares outstanding; change 0.26)
Holder of IEP: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 191786 (value 1421134; 0.00% of shares outstanding; change 0.06)
Holder of IEP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 400606 (value 2892375; 0.00% of shares outstanding; change 0.00)
Holder of IEP: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-04-30: 823631 (value 6086632; 0.00% of shares outstanding; change 0.02)
Holder of IEP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 161223 (value 1175315; 0.00% of shares outstanding; change 0.00)
Holder of IEP: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 193102 (value 1394196; 0.00% of shares outstanding; change 0.01)
Holder of IEP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 400606 (value 3080660; 0.00% of shares outstanding; change 0.00)
Holder of IEP: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-05-31: 822378 (value 6159611; 0.00% of shares outstanding; change 0.00)
Holder of IEP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 161937 (value 1212908; 0.00% of shares outstanding; change 0.00)
Holder of IEP: -American Century Small Cap Growth Insights ETF
Shares held as of 2026-06-30: 6002 (value 46155; 0.00% of shares outstanding; change 1.00)
Holder of IEP: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 194408 (value 1494997; 0.00% of shares outstanding; change 0.01)
Holder of IEP: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-06-30: 885108 (value 6806480; 0.00% of shares outstanding; change 0.08)
Holder of IEP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 159949 (value 1230007; 0.00% of shares outstanding; change -0.01)
Holder of IES.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 145078049 (value 827089988; 0.01% of shares outstanding; change 0.00)
Holder of IES.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 38314927 (value 218433407; 0.00% of shares outstanding; change -0.01)
Holder of IES.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 224769106 (value 1281408721; 0.01% of shares outstanding; change -0.01)
Holder of IES.DE: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 43879932 (value 250159501; 0.00% of shares outstanding; change 0.13)
Holder of IES.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 51244798 (value 292146604; 0.00% of shares outstanding; change -0.01)
Holder of IES.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-03-31: 38800000 (value 221198808; 0.00% of shares outstanding; change 0.03)
Holder of IES.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 47195772 (value 269063106; 0.00% of shares outstanding; change 0.03)
Holder of IES.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 95096445 (value 612421111; 0.01% of shares outstanding; change 0.25)
Holder of IES.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 148565047 (value 956758911; 0.01% of shares outstanding; change 0.02)
Holder of IES.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 37364195 (value 240625417; 0.00% of shares outstanding; change -0.02)
Holder of IES.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 224745502 (value 1447361045; 0.01% of shares outstanding; change 0.00)
Holder of IES.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 99255637 (value 565856407; 0.01% of shares outstanding; change 0.01)
Holder of IES.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 48606624 (value 277106373; 0.00% of shares outstanding; change 0.01)
Holder of IES.DE: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-05-31: 40766364 (value 262535386; 0.00% of shares outstanding; change -0.04)
Holder of IES.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 52411702 (value 337531363; 0.00% of shares outstanding; change 0.01)
Holder of IES.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 42114600 (value 271218026; 0.00% of shares outstanding; change 0.00)
Holder of IES.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 53794992 (value 346439751; 0.00% of shares outstanding; change 0.03)
Holder of IES.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 100254995 (value 645642173; 0.01% of shares outstanding; change 0.01)
Holder of IES.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 49741134 (value 320332905; 0.00% of shares outstanding; change 0.02)
Holder of IESC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 202681 (value 137488651; 0.01% of shares outstanding; change -0.04)
Holder of IESC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 281982 (value 191282482; 0.01% of shares outstanding; change 0.00)
Holder of IESC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 177605 (value 134045595; 0.01% of shares outstanding; change 0.00)
Holder of IESC: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 251770 (value 190020887; 0.01% of shares outstanding; change 0.01)
Holder of IESC: Fidelity Securities Fund-Fidelity Leveraged Company Stock Fund
Shares held as of 2026-02-28: 126000 (value 95097238; 0.01% of shares outstanding; change 0.49)
Holder of IESC: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 197136 (value 148786422; 0.01% of shares outstanding; change -0.01)
Holder of IESC: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-02-28: 131500 (value 99248308; 0.01% of shares outstanding; change 0.00)
Holder of IESC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 380946 (value 274555389; 0.02% of shares outstanding; change 10.17)
Holder of IESC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 206760 (value 129446234; 0.01% of shares outstanding; change 0.02)
Holder of IESC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 284724 (value 178257156; 0.01% of shares outstanding; change 0.01)
Holder of IESC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 221139 (value 150009635; 0.01% of shares outstanding; change 0.00)
Holder of IESC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 177605 (value 111193163; 0.01% of shares outstanding; change 0.00)
Holder of IESC: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 258470 (value 161820314; 0.01% of shares outstanding; change 0.03)
Holder of IESC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 388692 (value 293361396; 0.02% of shares outstanding; change 0.02)
Holder of IESC: Fidelity Securities Fund-Fidelity Leveraged Company Stock Fund
Shares held as of 2026-04-30: 126000 (value 78884820; 0.01% of shares outstanding; change 0.00)
Holder of IESC: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 194136 (value 121542726; 0.01% of shares outstanding; change -0.02)
Holder of IESC: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-04-30: 194700 (value 121895830; 0.01% of shares outstanding; change 0.48)
Holder of IESC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 293215 (value 211325906; 0.01% of shares outstanding; change -0.09)
Holder of IESC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 213153 (value 160875093; 0.01% of shares outstanding; change -0.04)
Holder of IESC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 404894 (value 253491989; 0.02% of shares outstanding; change 0.04)
Holder of IESC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 301816 (value 188957945; 0.02% of shares outstanding; change 0.03)
Holder of IESC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 216058 (value 135267433; 0.01% of shares outstanding; change 0.01)
Holder of IEX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1887675 (value 397978523; 0.03% of shares outstanding; change 0.02)
Holder of IEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1698698 (value 358136502; 0.02% of shares outstanding; change -0.05)
Holder of IEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1095155 (value 230891530; 0.01% of shares outstanding; change -0.04)
Holder of IEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2343539 (value 494088331; 0.03% of shares outstanding; change -0.01)
Holder of IEX: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1105662 (value 246861159; 0.01% of shares outstanding; change -0.19)
Holder of IEX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 955884 (value 201529025; 0.01% of shares outstanding; change 0.00)
Holder of IEX: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 1429211 (value 319099946; 0.02% of shares outstanding; change 0.03)
Holder of IEX: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1011729 (value 225888738; 0.01% of shares outstanding; change 0.02)
Holder of IEX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1902295 (value 424725412; 0.03% of shares outstanding; change 0.01)
Holder of IEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1714363 (value 382765834; 0.02% of shares outstanding; change 0.01)
Holder of IEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1091661 (value 243735156; 0.01% of shares outstanding; change 0.00)
Holder of IEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2356608 (value 526159878; 0.03% of shares outstanding; change 0.01)
Holder of IEX: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 1085000 (value 242247954; 0.01% of shares outstanding; change 1.00)
Holder of IEX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 959176 (value 216159903; 0.01% of shares outstanding; change 0.00)
Holder of IEX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 897190 (value 189154569; 0.01% of shares outstanding; change 0.03)
Holder of IEX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 967585 (value 218054956; 0.01% of shares outstanding; change 0.00)
Holder of IEX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 957848 (value 213858727; 0.01% of shares outstanding; change 0.00)
Holder of IEX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 985713 (value 220080145; 0.01% of shares outstanding; change 0.02)
Holder of IFBD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 708 (value 651; 0.00% of shares outstanding; change 0.00)
Holder of IFBD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 708 (value 764; 0.00% of shares outstanding; change 0.00)
Holder of IFBD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 708 (value 757; 0.00% of shares outstanding; change 0.00)
Holder of IFC.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1681273 (value 446512460; 0.01% of shares outstanding; change 0.02)
Holder of IFC.TO: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 3385302 (value 938067204; 0.02% of shares outstanding; change 0.16)
Holder of IFC.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 608270 (value 168551620; 0.00% of shares outstanding; change -0.02)
Holder of IFC.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2607613 (value 722569578; 0.01% of shares outstanding; change 0.01)
Holder of IFC.TO: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 941045 (value 260763575; 0.01% of shares outstanding; change 1.00)
Holder of IFC.TO: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 465782 (value 129068195; 0.00% of shares outstanding; change 0.00)
Holder of IFC.TO: Capital Income Builder
Shares held as of 2026-03-31: 2095653 (value 580705459; 0.01% of shares outstanding; change 1.06)
Holder of IFC.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 803216 (value 213318094; 0.00% of shares outstanding; change 0.03)
Holder of IFC.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 1126570 (value 299194445; 0.01% of shares outstanding; change -0.02)
Holder of IFC.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 894652 (value 262544568; 0.01% of shares outstanding; change -0.63)
Holder of IFC.TO: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 933525 (value 273952238; 0.01% of shares outstanding; change -0.04)
Holder of IFC.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1722185 (value 505392395; 0.01% of shares outstanding; change 0.02)
Holder of IFC.TO: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 1055745 (value 311033018; 0.01% of shares outstanding; change 0.12)
Holder of IFC.TO: Capital Income Builder
Shares held as of 2026-04-30: 2095653 (value 616163872; 0.01% of shares outstanding; change 0.00)
Holder of IFC.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 839814 (value 232712464; 0.00% of shares outstanding; change 0.05)
Holder of IFC.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 1203370 (value 333453834; 0.01% of shares outstanding; change 0.07)
Holder of IFC.TO: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 3385302 (value 993450695; 0.02% of shares outstanding; change 0.00)
Holder of IFC.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 635520 (value 186499693; 0.00% of shares outstanding; change 0.04)
Holder of IFC.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2604718 (value 764380522; 0.01% of shares outstanding; change 0.00)
Holder of IFC.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 859275 (value 252162834; 0.00% of shares outstanding; change 0.02)
Holder of IFC.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 1247138 (value 365985106; 0.01% of shares outstanding; change 0.04)
Holder of IFC.TO: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 1227431 (value 360201890; 0.01% of shares outstanding; change 0.16)
Holder of IFC.TO: Capital Income Builder
Shares held as of 2026-06-30: 2095653 (value 614990311; 0.01% of shares outstanding; change 0.00)
Holder of IFF: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 7740800 (value 588687863; 0.03% of shares outstanding; change 0.00)
Holder of IFF: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 17514000 (value 1331939753; 0.07% of shares outstanding; change 0.00)
Holder of IFF: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 6457924 (value 491125139; 0.03% of shares outstanding; change 0.02)
Holder of IFF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7646689 (value 581530721; 0.03% of shares outstanding; change -0.05)
Holder of IFF: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 6474034 (value 491702862; 0.03% of shares outstanding; change 0.00)
Holder of IFF: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 7740800 (value 587836370; 0.03% of shares outstanding; change 0.00)
Holder of IFF: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 17514000 (value 1330013202; 0.07% of shares outstanding; change 0.00)
Holder of IFF: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 3163067 (value 240203315; 0.01% of shares outstanding; change 0.00)
Holder of IFF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3270544 (value 248724881; 0.01% of shares outstanding; change 0.00)
Holder of IFF: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6507247 (value 494160353; 0.03% of shares outstanding; change 0.01)
Holder of IFF: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5254313 (value 399012542; 0.02% of shares outstanding; change -0.01)
Holder of IFF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7741836 (value 587915044; 0.03% of shares outstanding; change 0.01)
Holder of IFF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3281844 (value 249256041; 0.01% of shares outstanding; change 0.00)
Holder of IFF: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 6578172 (value 499546397; 0.03% of shares outstanding; change 0.02)
Holder of IFF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3047970 (value 238564601; 0.01% of shares outstanding; change 0.03)
Holder of IFF: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3312461 (value 251581402; 0.01% of shares outstanding; change 0.01)
Holder of IFF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3277275 (value 248876271; 0.01% of shares outstanding; change 0.00)
Holder of IFF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3077919 (value 238631056; 0.01% of shares outstanding; change 0.01)
Holder of IFF: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3373849 (value 256210101; 0.01% of shares outstanding; change 0.02)