speb/financial-data huggingface dataset:
Holder of DEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1015153 (value 25927008; 0.02% of shares outstanding; change -0.04)
Holder of DEA: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 407447 (value 9685015; 0.01% of shares outstanding; change -0.05)
Holder of DEA: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 519356 (value 13274739; 0.01% of shares outstanding; change 0.01)
Holder of DEA: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 633301 (value 16187173; 0.01% of shares outstanding; change 0.02)
Holder of DEA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 403801 (value 9941580; 0.01% of shares outstanding; change 0.01)
Holder of DEA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2650189 (value 67129287; 0.06% of shares outstanding; change 0.00)
Holder of DEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1024799 (value 25958158; 0.02% of shares outstanding; change 0.01)
Holder of DEA: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 419171 (value 10617601; 0.01% of shares outstanding; change 0.03)
Holder of DEA: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 504342 (value 12774982; 0.01% of shares outstanding; change -0.03)
Holder of DEA: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 630921 (value 15981228; 0.01% of shares outstanding; change 0.00)
Holder of DEA: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-06-30: 435538 (value 11032177; 0.01% of shares outstanding; change 0.10)
Holder of DEA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 402443 (value 10286442; 0.01% of shares outstanding; change 0.00)
Holder of DEC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 355041 (value 5165846; 0.00% of shares outstanding; change 1.00)
Holder of DEC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 581728 (value 8039480; 0.01% of shares outstanding; change 1.00)
Holder of DEC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 854411 (value 11842136; 0.01% of shares outstanding; change 1.00)
Holder of DEC: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 3284718 (value 43456817; 0.05% of shares outstanding; change 0.03)
Holder of DEC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 610791 (value 8013577; 0.01% of shares outstanding; change 0.01)
Holder of DEC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 694315 (value 9185787; 0.01% of shares outstanding; change 1.00)
Holder of DEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1535468 (value 22341059; 0.02% of shares outstanding; change 0.02)
Holder of DEC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 538681 (value 7837808; 0.01% of shares outstanding; change 0.00)
Holder of DEC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1058720 (value 14663272; 0.01% of shares outstanding; change 0.00)
Holder of DEC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 629423 (value 8327266; 0.01% of shares outstanding; change 0.03)
Holder of DEC: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-04-30: 588535 (value 8133553; 0.01% of shares outstanding; change -0.03)
Holder of DEC: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 402528 (value 5377773; 0.01% of shares outstanding; change 0.00)
Holder of DEC: World Funds Trust-Applied Finance Explorer Fund
Shares held as of 2026-04-30: 424000 (value 5609519; 0.01% of shares outstanding; change 1.00)
Holder of DEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1475313 (value 21096976; 0.02% of shares outstanding; change -0.04)
Holder of DEC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 541303 (value 7740633; 0.01% of shares outstanding; change 0.00)
Holder of DEC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1058720 (value 15139696; 0.01% of shares outstanding; change 0.00)
Holder of DEC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 327110 (value 4334207; 0.00% of shares outstanding; change -0.04)
Holder of DEC: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-05-31: 565979 (value 7561479; 0.01% of shares outstanding; change -0.04)
Holder of DEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1505646 (value 19919695; 0.02% of shares outstanding; change 0.02)
Holder of DEC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 545890 (value 7222124; 0.01% of shares outstanding; change 0.01)
Holder of DEC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1058720 (value 14006865; 0.01% of shares outstanding; change 0.00)
Holder of DEC: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-06-30: 577281 (value 7637427; 0.01% of shares outstanding; change 0.02)
Holder of DEC: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 1634750 (value 21627741; 0.02% of shares outstanding; change 1.00)
Holder of DEC: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 403965 (value 5344456; 0.01% of shares outstanding; change 0.00)
Holder of DEC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 581728 (value 652698816; 0.01% of shares outstanding; change 1.00)
Holder of DEC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 854411 (value 883460974; 0.01% of shares outstanding; change 1.00)
Holder of DEC.L: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 3284718 (value 3268294410; 0.05% of shares outstanding; change 0.03)
Holder of DEC.L: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 610791 (value 591245688; 0.01% of shares outstanding; change 0.01)
Holder of DEC.L: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 694315 (value 690843425; 0.01% of shares outstanding; change 1.00)
Holder of DEC.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1058720 (value 1088364160; 0.01% of shares outstanding; change 0.00)
Holder of DEC.L: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 629423 (value 626275885; 0.01% of shares outstanding; change 0.03)
Holder of DEC.L: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-04-30: 588535 (value 660336270; 0.01% of shares outstanding; change -0.03)
Holder of DEC.L: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 402528 (value 400515360; 0.01% of shares outstanding; change 0.00)
Holder of DEC.L: World Funds Trust-Applied Finance Explorer Fund
Shares held as of 2026-04-30: 424000 (value 421880000; 0.01% of shares outstanding; change 1.00)
Holder of DEC.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1475313 (value 1519572390; 0.02% of shares outstanding; change -0.04)
Holder of DEC.L: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 541303 (value 557542090; 0.01% of shares outstanding; change 0.00)
Holder of DEC.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1058720 (value 1090481600; 0.01% of shares outstanding; change 0.00)
Holder of DEC.L: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 327110 (value 323184680; 0.00% of shares outstanding; change -0.04)
Holder of DEC.L: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-05-31: 565979 (value 563149105; 0.01% of shares outstanding; change -0.04)
Holder of DEC.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1505646 (value 1498117770; 0.02% of shares outstanding; change 0.02)
Holder of DEC.L: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 545890 (value 543160550; 0.01% of shares outstanding; change 0.01)
Holder of DEC.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1058720 (value 1053426400; 0.01% of shares outstanding; change 0.00)
Holder of DEC.L: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-06-30: 577281 (value 574394595; 0.01% of shares outstanding; change 0.02)
Holder of DEC.L: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 1634750 (value 1626576250; 0.02% of shares outstanding; change 1.00)
Holder of DEC.L: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 403965 (value 401945175; 0.01% of shares outstanding; change 0.00)
Holder of DEC.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 666363 (value 12454324; 0.00% of shares outstanding; change 0.02)
Holder of DEC.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 285805 (value 5293108; 0.00% of shares outstanding; change 0.16)
Holder of DEC.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 304639 (value 5934367; 0.00% of shares outstanding; change 0.00)
Holder of DEC.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1027573 (value 19770504; 0.00% of shares outstanding; change 0.00)
Holder of DEC.PA: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 382765 (value 7456262; 0.00% of shares outstanding; change 0.08)
Holder of DEC.PA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1138679 (value 24231089; 0.01% of shares outstanding; change -0.62)
Holder of DEC.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 688285 (value 14646705; 0.00% of shares outstanding; change 0.03)
Holder of DEC.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 288972 (value 6149324; 0.00% of shares outstanding; change 0.01)
Holder of DEC.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 304639 (value 6482718; 0.00% of shares outstanding; change 0.00)
Holder of DEC.PA: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1083900 (value 21114371; 0.01% of shares outstanding; change 0.63)
Holder of DEC.PA: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-04-30: 379922 (value 7309699; 0.00% of shares outstanding; change -0.11)
Holder of DEC.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1027573 (value 21866754; 0.00% of shares outstanding; change 0.00)
Holder of DEC.PA: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 403871 (value 8594375; 0.00% of shares outstanding; change 0.06)
Holder of DEC.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 459713 (value 9240231; 0.00% of shares outstanding; change 0.11)
Holder of DEC.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 291172 (value 5852557; 0.00% of shares outstanding; change 0.00)
Holder of DEC.PA: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 535953 (value 10772655; 0.00% of shares outstanding; change 0.88)
Holder of DEC.PA: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1083900 (value 23065392; 0.01% of shares outstanding; change 0.00)
Holder of DEC.PA: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-05-31: 425492 (value 9054470; 0.00% of shares outstanding; change 0.12)
Holder of DEC.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 463463 (value 9862492; 0.00% of shares outstanding; change 0.01)
Holder of DEC.PA: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 693445 (value 14756510; 0.00% of shares outstanding; change 0.29)
Holder of DECK: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3677791 (value 418716499; 0.03% of shares outstanding; change 0.01)
Holder of DECK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1865765 (value 212417342; 0.01% of shares outstanding; change -0.05)
Holder of DECK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3307307 (value 376536896; 0.02% of shares outstanding; change -0.06)
Holder of DECK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4578175 (value 521225216; 0.03% of shares outstanding; change -0.02)
Holder of DECK: Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund
Shares held as of 2026-01-31: 1662669 (value 175527965; 0.01% of shares outstanding; change 0.77)
Holder of DECK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1812813 (value 206388757; 0.01% of shares outstanding; change -0.02)
Holder of DECK: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1970684 (value 213090055; 0.01% of shares outstanding; change 0.00)
Holder of DECK: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3606662 (value 346383821; 0.03% of shares outstanding; change -0.02)
Holder of DECK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1831448 (value 175892267; 0.01% of shares outstanding; change -0.02)
Holder of DECK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3273026 (value 314341420; 0.02% of shares outstanding; change -0.01)
Holder of DECK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4509268 (value 433070102; 0.03% of shares outstanding; change -0.02)
Holder of DECK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1819077 (value 192039958; 0.01% of shares outstanding; change 0.00)
Holder of DECK: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1970684 (value 195669216; 0.01% of shares outstanding; change 0.00)
Holder of DECK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1684065 (value 191697122; 0.01% of shares outstanding; change 0.03)
Holder of DECK: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1836757 (value 192290094; 0.01% of shares outstanding; change 0.01)
Holder of DECK: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-04-30: 1993027 (value 208650001; 0.01% of shares outstanding; change 0.00)
Holder of DECK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1816541 (value 174460599; 0.01% of shares outstanding; change 0.00)
Holder of DECK: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1656184 (value 159059912; 0.01% of shares outstanding; change -0.16)
Holder of DECK: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1638774 (value 174513039; 0.01% of shares outstanding; change 0.00)
Holder of DECK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1700748 (value 181257212; 0.01% of shares outstanding; change 0.01)
Holder of DECK: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1870953 (value 179686327; 0.01% of shares outstanding; change 0.02)
Holder of DECK: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-05-31: 1668446 (value 160237555; 0.01% of shares outstanding; change -0.16)
Holder of DECK: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1637065 (value 157223724; 0.01% of shares outstanding; change 0.00)
Holder of DECK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1709477 (value 164178172; 0.01% of shares outstanding; change 0.01)
Holder of DEFN.V: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2025-03-31: 1000000 (value 129999; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 243727 (value 129784; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: STATE STREET Inst. INVESTMENT TRT-State Street Global All Cap Eqy. ex-
Shares held as of 2025-12-31: 78300 (value 50894; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: American Century ETF Trust-Avantis International Equity Fund
Shares held as of 2026-03-31: 64500 (value 25451; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 243727 (value 96174; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 243874 (value 134862; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: SCHWAB STRATEGIC TRUST-Schwab Crypto Thematic ETF
Shares held as of 2026-03-31: 3162432 (value 1247895; 0.01% of shares outstanding; change -0.57)
Holder of DEFT: STATE STREET Inst. INVESTMENT TRT-State Street Global All Cap Eqy. ex-
Shares held as of 2026-03-31: 78300 (value 30897; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI All Country World Inve
Shares held as of 2026-04-30: 51500 (value 28479; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-04-30: 63427 (value 35075; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-04-30: 93802 (value 49949; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 39815 (value 21201; 0.00% of shares outstanding; change 0.03)
Holder of DEFT: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1857902 (value 989332; 0.00% of shares outstanding; change 0.09)
Holder of DEFT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 243874 (value 125400; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI All Country World Inve
Shares held as of 2026-05-31: 51500 (value 21887; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-05-31: 64427 (value 27381; 0.00% of shares outstanding; change 0.02)
Holder of DEFT: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-05-31: 94625 (value 50151; 0.00% of shares outstanding; change 0.01)
Holder of DEFT: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 223500 (value 94987; 0.00% of shares outstanding; change 1.00)
Holder of DEFT: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1625198 (value 861354; 0.00% of shares outstanding; change -0.13)
Holder of DEFT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 243874 (value 96232; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI All Country World Inve
Shares held as of 2026-06-30: 51500 (value 20321; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-06-30: 64427 (value 25422; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-06-30: 95448 (value 37663; 0.00% of shares outstanding; change 0.01)
Holder of DEFT: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 223500 (value 88193; 0.00% of shares outstanding; change 0.00)
Holder of DEFT: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1618380 (value 638612; 0.00% of shares outstanding; change 0.00)
Holder of DEI: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 3739713 (value 45624497; 0.02% of shares outstanding; change -0.02)
Holder of DEI: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2025-12-31: 2215852 (value 25792518; 0.01% of shares outstanding; change -0.04)
Holder of DEI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3615002 (value 42078624; 0.02% of shares outstanding; change -0.04)
Holder of DEI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2327736 (value 27094847; 0.01% of shares outstanding; change -0.04)
Holder of DEI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5104913 (value 59421189; 0.03% of shares outstanding; change 0.01)
Holder of DEI: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 9162021 (value 107378888; 0.05% of shares outstanding; change 0.00)
Holder of DEI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 6254058 (value 73297561; 0.04% of shares outstanding; change 0.01)
Holder of DEI: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 3693015 (value 45350223; 0.02% of shares outstanding; change -0.01)
Holder of DEI: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 6902154 (value 84758449; 0.04% of shares outstanding; change 0.35)
Holder of DEI: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 2182361 (value 26799392; 0.01% of shares outstanding; change -0.02)
Holder of DEI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3667262 (value 45033976; 0.02% of shares outstanding; change 0.01)
Holder of DEI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2335405 (value 28678772; 0.01% of shares outstanding; change 0.00)
Holder of DEI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5180527 (value 63616870; 0.03% of shares outstanding; change 0.01)
Holder of DEI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3216345 (value 37438256; 0.02% of shares outstanding; change 0.00)
Holder of DEI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 2310172 (value 27075216; 0.01% of shares outstanding; change 0.16)
Holder of DEI: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 9162021 (value 112509615; 0.05% of shares outstanding; change 0.00)
Holder of DEI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 6217925 (value 76356117; 0.04% of shares outstanding; change -0.01)
Holder of DEI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8150864 (value 95528128; 0.05% of shares outstanding; change 0.00)
Holder of DEI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3216345 (value 40236476; 0.02% of shares outstanding; change 0.00)
Holder of DEI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8150864 (value 100092607; 0.05% of shares outstanding; change 0.00)
Holder of DEI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3216345 (value 39496715; 0.02% of shares outstanding; change 0.00)
Holder of DELL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7601974 (value 3199746904; 0.02% of shares outstanding; change 0.02)
Holder of DELL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10059743 (value 4234246462; 0.03% of shares outstanding; change 0.04)
Holder of DELL: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2731559 (value 1195057062; 0.01% of shares outstanding; change 0.03)
Holder of DELL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3795306 (value 1597482262; 0.01% of shares outstanding; change -0.01)
Holder of DELL: John Hancock Funds III-Disciplined Value Fund
Shares held as of 2026-03-31: 1350267 (value 534125127; 0.00% of shares outstanding; change 0.04)
Holder of DELL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7550550 (value 3303365625; 0.02% of shares outstanding; change -0.01)
Holder of DELL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9544296 (value 4175629500; 0.03% of shares outstanding; change -0.05)
Holder of DELL: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2780195 (value 1216335312; 0.01% of shares outstanding; change -0.06)
Holder of DELL: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 1675674 (value 733107375; 0.01% of shares outstanding; change -0.03)
Holder of DELL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3808409 (value 1594618899; 0.01% of shares outstanding; change 0.00)
Holder of DELL: John Hancock Funds III-Disciplined Value Fund
Shares held as of 2026-04-30: 1350267 (value 532437293; 0.00% of shares outstanding; change 0.00)
Holder of DELL: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 2280857 (value 955017614; 0.01% of shares outstanding; change 0.02)
Holder of DELL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3542832 (value 1401438080; 0.01% of shares outstanding; change 0.03)
Holder of DELL: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-04-30: 1230427 (value 538311812; 0.00% of shares outstanding; change -0.04)
Holder of DELL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3843957 (value 1515749152; 0.01% of shares outstanding; change 0.01)
Holder of DELL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3803109 (value 1663860187; 0.01% of shares outstanding; change 0.00)
Holder of DELL: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 2303529 (value 1021269596; 0.01% of shares outstanding; change 0.01)
Holder of DELL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3577605 (value 1586131198; 0.01% of shares outstanding; change 0.01)
Holder of DELL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3915233 (value 1712914437; 0.01% of shares outstanding; change 0.02)
Holder of DELL: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 2282665 (value 998665937; 0.01% of shares outstanding; change -0.01)
Holder of DELL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3496475 (value 1529707812; 0.01% of shares outstanding; change -0.02)
Holder of DEO: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Large Cap
Shares held as of 2025-12-31: 171679 (value 14156650; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Dimensional ETF Trust-Dimensional International High Profitability ETF
Shares held as of 2026-01-31: 164341 (value 13079899; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Fidelity Concord Street Trust-Fidelity Large Cap Stock Fund
Shares held as of 2026-03-31: 225402 (value 18586648; 0.00% of shares outstanding; change 0.11)
Holder of DEO: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-03-31: 560900 (value 46251813; 0.00% of shares outstanding; change 0.12)
Holder of DEO: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 522705 (value 42041163; 0.00% of shares outstanding; change 1.00)
Holder of DEO: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-03-31: 375611 (value 30972882; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-03-31: 188250 (value 15466620; 0.00% of shares outstanding; change 0.11)
Holder of DEO: Gabelli Dividend & Income Trust
Shares held as of 2026-03-31: 208650 (value 17142684; 0.00% of shares outstanding; change 0.42)
Holder of DEO: John Hancock Investment Trust-Fundamental Large Cap Core Fund
Shares held as of 2026-03-31: 340273 (value 27830928; 0.00% of shares outstanding; change -0.31)
Holder of DEO: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Large Cap
Shares held as of 2026-03-31: 171679 (value 13799557; 0.00% of shares outstanding; change 0.00)
Holder of DEO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 191256 (value 15642828; 0.00% of shares outstanding; change 0.09)
Holder of DEO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 308078 (value 25595120; 0.00% of shares outstanding; change 0.88)
Holder of DEO: Dimensional ETF Trust-Dimensional International High Profitability ETF
Shares held as of 2026-04-30: 223112 (value 18536145; 0.00% of shares outstanding; change 0.36)
Holder of DEO: Fidelity Concord Street Trust-Fidelity Large Cap Stock Fund
Shares held as of 2026-04-30: 225402 (value 17939744; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-04-30: 560900 (value 44642028; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 522705 (value 42015026; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-04-30: 375611 (value 29894878; 0.00% of shares outstanding; change 0.00)
Holder of DEO: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 422131 (value 34526094; 0.00% of shares outstanding; change -0.08)
Holder of DEO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 201394 (value 16917096; 0.00% of shares outstanding; change 0.05)
Holder of DEO: Fidelity Concord Street Trust-Fidelity Large Cap Stock Fund
Shares held as of 2026-05-31: 225402 (value 18726398; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-05-31: 560900 (value 46599573; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 522705 (value 43426332; 0.00% of shares outstanding; change 0.00)
Holder of DEO: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-05-31: 375611 (value 31205762; 0.00% of shares outstanding; change 0.00)
Holder of DEO: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 384857 (value 32327988; 0.00% of shares outstanding; change -0.09)
Holder of DEO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 207571 (value 17244999; 0.00% of shares outstanding; change 0.03)
Holder of DEO: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 393330 (value 32677857; 0.00% of shares outstanding; change 0.02)
Holder of DEO: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-06-30: 189250 (value 15722890; 0.00% of shares outstanding; change 0.01)
Holder of DEO: Gabelli Dividend & Income Trust
Shares held as of 2026-06-30: 219650 (value 18248522; 0.00% of shares outstanding; change 0.05)
Holder of DERM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 129772 (value 818861; 0.01% of shares outstanding; change -0.05)
Holder of DERM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 431613 (value 2723478; 0.02% of shares outstanding; change 0.44)
Holder of DERM: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 78411 (value 504182; 0.00% of shares outstanding; change 0.03)
Holder of DERM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 139352 (value 896033; 0.01% of shares outstanding; change 0.00)
Holder of DERM: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 71094 (value 440071; 0.00% of shares outstanding; change 0.19)
Holder of DERM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 104397 (value 623250; 0.00% of shares outstanding; change 0.46)
Holder of DERM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 229843 (value 1422728; 0.01% of shares outstanding; change 0.77)
Holder of DERM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 834313 (value 5164397; 0.04% of shares outstanding; change 0.93)
Holder of DERM: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 818685 (value 5067660; 0.04% of shares outstanding; change 1.00)
Holder of DERM: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 720377 (value 4459133; 0.03% of shares outstanding; change -0.01)
Holder of DERM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 425420 (value 2684400; 0.02% of shares outstanding; change 0.33)
Holder of DERM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 104017 (value 736440; 0.00% of shares outstanding; change 0.00)
Holder of DERM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 204122 (value 1263515; 0.01% of shares outstanding; change 0.46)
Holder of DERM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 51899 (value 367963; 0.00% of shares outstanding; change 0.01)
Holder of DERM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 408849 (value 2898739; 0.02% of shares outstanding; change -0.04)
Holder of DERM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 161104 (value 1142227; 0.01% of shares outstanding; change 0.00)
Holder of DERM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 104017 (value 643865; 0.00% of shares outstanding; change 0.00)
Holder of DERM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 53937 (value 333870; 0.00% of shares outstanding; change 0.04)
Holder of DERM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 412718 (value 2554724; 0.02% of shares outstanding; change 0.01)
Holder of DERM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 159440 (value 986933; 0.01% of shares outstanding; change -0.01)
Holder of DEVS: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-10-31: 5895 (value 901; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 276795 (value 1076732; 0.01% of shares outstanding; change 7.52)
Holder of DFDV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 789280 (value 3070299; 0.03% of shares outstanding; change 7.44)
Holder of DFDV: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 17565 (value 68327; 0.00% of shares outstanding; change 8.97)
Holder of DFDV: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 20914 (value 61487; 0.00% of shares outstanding; change 3.65)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 109305 (value 312612; 0.00% of shares outstanding; change 0.46)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 17070 (value 48820; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 38092 (value 108943; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 46714 (value 133602; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 276795 (value 747346; 0.01% of shares outstanding; change 0.00)
Holder of DFDV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 789280 (value 2131056; 0.03% of shares outstanding; change 0.00)
Holder of DFDV: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 17565 (value 47425; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 56344 (value 161143; 0.00% of shares outstanding; change -0.01)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 120001 (value 352802; 0.00% of shares outstanding; change 0.10)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 17070 (value 50185; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 38092 (value 111990; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 46714 (value 137339; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: Lattice Strategies Trust-Hartford Multifactor Small Cap ETF
Shares held as of 2026-04-30: 35899 (value 111286; 0.00% of shares outstanding; change 1.00)
Holder of DFDV: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 20914 (value 56467; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 56715 (value 187159; 0.00% of shares outstanding; change 0.01)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 120001 (value 324002; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 17070 (value 46089; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 36856 (value 99511; 0.00% of shares outstanding; change -0.03)
Holder of DFDV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 46714 (value 126127; 0.00% of shares outstanding; change 0.00)
Holder of DFDV: Lattice Strategies Trust-Hartford Multifactor Small Cap ETF
Shares held as of 2026-05-31: 36758 (value 113398; 0.00% of shares outstanding; change 0.02)
Holder of DFDV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 55973 (value 151127; 0.00% of shares outstanding; change -0.01)
Holder of DFDV: Lattice Strategies Trust-Hartford Multifactor Small Cap ETF
Shares held as of 2026-06-30: 37616 (value 101563; 0.00% of shares outstanding; change 0.02)
Holder of DFH: Fenimore Asset Management Trust-FAM Small Cap Fund
Shares held as of 2025-12-31: 550804 (value 8515429; 0.02% of shares outstanding; change 0.00)
Holder of DFH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 676661 (value 10461179; 0.02% of shares outstanding; change 0.01)
Holder of DFH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 897157 (value 13870047; 0.03% of shares outstanding; change 0.00)
Holder of DFH: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 2203104 (value 34059987; 0.07% of shares outstanding; change -0.29)
Holder of DFH: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 850439 (value 13538988; 0.03% of shares outstanding; change -0.01)
Holder of DFH: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 543490 (value 8652360; 0.02% of shares outstanding; change -0.01)
Holder of DFH: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 408397 (value 6501680; 0.01% of shares outstanding; change 0.23)
Holder of DFH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 626180 (value 9968785; 0.02% of shares outstanding; change -0.07)
Holder of DFH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 400267 (value 5779855; 0.01% of shares outstanding; change 0.84)
Holder of DFH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 897157 (value 14282739; 0.03% of shares outstanding; change 0.00)
Holder of DFH: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 2100325 (value 33437174; 0.06% of shares outstanding; change -0.05)
Holder of DFH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 734483 (value 11355107; 0.02% of shares outstanding; change 0.02)
Holder of DFH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 429232 (value 6833373; 0.01% of shares outstanding; change 0.51)
Holder of DFH: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-04-30: 566198 (value 8521280; 0.02% of shares outstanding; change -0.02)
Holder of DFH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1764856 (value 25484519; 0.05% of shares outstanding; change 0.02)
Holder of DFH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 705654 (value 11847931; 0.02% of shares outstanding; change -0.04)
Holder of DFH: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 831272 (value 13957057; 0.02% of shares outstanding; change -0.02)
Holder of DFH: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 527143 (value 8850731; 0.02% of shares outstanding; change -0.03)
Holder of DFH: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-05-31: 615220 (value 10083455; 0.02% of shares outstanding; change 0.09)
Holder of DFH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1742300 (value 27737416; 0.05% of shares outstanding; change -0.01)
Holder of DFH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 712385 (value 11341169; 0.02% of shares outstanding; change 0.01)
Holder of DFH: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-06-30: 594397 (value 9462800; 0.02% of shares outstanding; change -0.03)
Holder of DFIN: Thrivent Series Fund, Inc.-Thrivent Small Cap Stock Portfolio
Shares held as of 2025-12-31: 280594 (value 11136775; 0.01% of shares outstanding; change 0.03)
Holder of DFIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 289033 (value 11471719; 0.01% of shares outstanding; change -0.03)
Holder of DFIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 792065 (value 31437058; 0.03% of shares outstanding; change -0.03)
Holder of DFIN: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 866945 (value 33386050; 0.03% of shares outstanding; change -0.01)
Holder of DFIN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 249918 (value 9624341; 0.01% of shares outstanding; change 0.01)
Holder of DFIN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 442498 (value 17009622; 0.02% of shares outstanding; change 0.59)
Holder of DFIN: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 212259 (value 10602337; 0.01% of shares outstanding; change 0.05)
Holder of DFIN: ROYCE FUND-Royce Small-Cap Total Return Fund
Shares held as of 2026-03-31: 206958 (value 8214162; 0.01% of shares outstanding; change -0.36)
Holder of DFIN: Thrivent Series Fund, Inc.-Thrivent Small Cap Stock Portfolio
Shares held as of 2026-03-31: 283936 (value 13702750; 0.01% of shares outstanding; change 0.01)
Holder of DFIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 294966 (value 14235058; 0.01% of shares outstanding; change 0.02)
Holder of DFIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 792065 (value 38225055; 0.03% of shares outstanding; change 0.00)
Holder of DFIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 627571 (value 24908292; 0.03% of shares outstanding; change 0.02)
Holder of DFIN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 528308 (value 25496143; 0.02% of shares outstanding; change 0.19)
Holder of DFIN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 252317 (value 12176817; 0.01% of shares outstanding; change 0.01)
Holder of DFIN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 240099 (value 9246212; 0.01% of shares outstanding; change 0.00)
Holder of DFIN: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 667277 (value 32202786; 0.03% of shares outstanding; change -0.23)
Holder of DFIN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1618628 (value 62333361; 0.06% of shares outstanding; change 0.02)
Holder of DFIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 603055 (value 27867170; 0.02% of shares outstanding; change -0.04)
Holder of DFIN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 242283 (value 10847010; 0.01% of shares outstanding; change 0.01)
Holder of DFIN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1609571 (value 77677893; 0.06% of shares outstanding; change -0.01)
Holder of DFIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 608779 (value 29379673; 0.02% of shares outstanding; change 0.01)
Holder of DFIN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 228235 (value 11014620; 0.01% of shares outstanding; change -0.06)
Holder of DFIN: WILLIAM BLAIR FUNDS-William Blair Small Cap Growth Fund
Shares held as of 2026-06-30: 215280 (value 10389412; 0.01% of shares outstanding; change 0.10)
Holder of DFLI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 106321 (value 224337; 0.01% of shares outstanding; change 110.56)
Holder of DFLI: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 45447 (value 84076; 0.00% of shares outstanding; change 3.16)
Holder of DFLI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 57082 (value 106172; 0.00% of shares outstanding; change -0.09)