speb/financial-data huggingface dataset:
Holder of RHI: Capital Income Builder
Shares held as of 2026-03-31: 1178978 (value 34697322; 0.01% of shares outstanding; change 0.00)
Holder of RHI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 5885750 (value 207708122; 0.06% of shares outstanding; change 0.00)
Holder of RHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2213384 (value 78110323; 0.02% of shares outstanding; change 0.02)
Holder of RHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1410775 (value 49786251; 0.01% of shares outstanding; change 0.00)
Holder of RHI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3105756 (value 109602132; 0.03% of shares outstanding; change 0.01)
Holder of RHI: Capital Income Builder
Shares held as of 2026-04-30: 1178978 (value 49281279; 0.01% of shares outstanding; change 0.00)
Holder of RHI: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-04-30: 1629058 (value 50924353; 0.02% of shares outstanding; change 0.00)
Holder of RHI: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 1147898 (value 40509321; 0.01% of shares outstanding; change 0.00)
Holder of RHI: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 2736838 (value 96583015; 0.03% of shares outstanding; change 0.20)
Holder of RHI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6058222 (value 191379233; 0.06% of shares outstanding; change 0.02)
Holder of RHI: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-05-31: 1611886 (value 67376833; 0.02% of shares outstanding; change -0.01)
Holder of RHI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6024115 (value 212591023; 0.06% of shares outstanding; change -0.01)
Holder of RHI: Capital Income Builder
Shares held as of 2026-06-30: 1178978 (value 41606134; 0.01% of shares outstanding; change 0.00)
Holder of RHI: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-06-30: 1172070 (value 41362351; 0.01% of shares outstanding; change -0.27)
Holder of RHLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 39689 (value 4722197; 0.00% of shares outstanding; change 0.00)
Holder of RHLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 133853 (value 15925830; 0.02% of shares outstanding; change 0.24)
Holder of RHLD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 41535 (value 5155739; 0.01% of shares outstanding; change 0.01)
Holder of RHLD: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 21040 (value 2770547; 0.00% of shares outstanding; change 0.01)
Holder of RHLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 19457 (value 2309156; 0.00% of shares outstanding; change 0.02)
Holder of RHLD: Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF
Shares held as of 2026-03-31: 53796 (value 7083856; 0.01% of shares outstanding; change 1.00)
Holder of RHLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 41610 (value 5479204; 0.01% of shares outstanding; change 0.05)
Holder of RHLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 133853 (value 17625762; 0.02% of shares outstanding; change 0.00)
Holder of RHLD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 104496 (value 12432934; 0.01% of shares outstanding; change 0.02)
Holder of RHLD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 22480 (value 2674670; 0.00% of shares outstanding; change 0.00)
Holder of RHLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 19386 (value 2406384; 0.00% of shares outstanding; change 0.00)
Holder of RHLD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 42016 (value 5532666; 0.01% of shares outstanding; change 0.01)
Holder of RHLD: Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Industrials Momentum ET
Shares held as of 2026-04-30: 35211 (value 4178841; 0.00% of shares outstanding; change 1.12)
Holder of RHLD: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 28880 (value 3802918; 0.00% of shares outstanding; change 1.00)
Holder of RHLD: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-04-30: 14009 (value 1662588; 0.00% of shares outstanding; change 0.03)
Holder of RHLD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 100410 (value 12463893; 0.01% of shares outstanding; change -0.04)
Holder of RHLD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 22225 (value 2758789; 0.00% of shares outstanding; change -0.01)
Holder of RHLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 19016 (value 2504026; 0.00% of shares outstanding; change -0.02)
Holder of RHLD: Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Industrials Momentum ET
Shares held as of 2026-05-31: 37251 (value 4964440; 0.00% of shares outstanding; change 0.06)
Holder of RHLD: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-05-31: 14396 (value 1786975; 0.00% of shares outstanding; change 0.03)
Holder of RHLD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 101364 (value 13347610; 0.01% of shares outstanding; change 0.01)
Holder of RHLD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 22412 (value 2951211; 0.00% of shares outstanding; change 0.01)
Holder of RHLD: Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Industrials Momentum ET
Shares held as of 2026-06-30: 50875 (value 6699219; 0.01% of shares outstanding; change 0.37)
Holder of RHM.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 426004 (value 514186828; 0.01% of shares outstanding; change 0.02)
Holder of RHM.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 659755 (value 796324285; 0.01% of shares outstanding; change 0.01)
Holder of RHM.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 132075 (value 137041016; 0.00% of shares outstanding; change 0.01)
Holder of RHM.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 138313 (value 136127656; 0.00% of shares outstanding; change -0.29)
Holder of RHM.DE: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 173741 (value 209705387; 0.00% of shares outstanding; change -0.03)
Holder of RHM.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 169241 (value 204273887; 0.00% of shares outstanding; change 0.01)
Holder of RHM.DE: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-03-31: 150800 (value 182015600; 0.00% of shares outstanding; change 0.30)
Holder of RHM.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 173877 (value 209869539; 0.00% of shares outstanding; change -0.02)
Holder of RHM.DE: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 159520 (value 165517948; 0.00% of shares outstanding; change -0.01)
Holder of RHM.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 436268 (value 452671666; 0.01% of shares outstanding; change 0.02)
Holder of RHM.DE: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 306762 (value 370261734; 0.01% of shares outstanding; change 0.03)
Holder of RHM.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 659891 (value 684702885; 0.01% of shares outstanding; change 0.00)
Holder of RHM.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 327951 (value 395836857; 0.01% of shares outstanding; change 0.01)
Holder of RHM.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 160177 (value 193333639; 0.00% of shares outstanding; change 0.00)
Holder of RHM.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 173065 (value 179572239; 0.00% of shares outstanding; change 0.01)
Holder of RHM.DE: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 161200 (value 167261116; 0.00% of shares outstanding; change 0.04)
Holder of RHM.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 156065 (value 161933040; 0.00% of shares outstanding; change -0.15)
Holder of RHM.DE: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 247368 (value 243459588; 0.01% of shares outstanding; change -0.19)
Holder of RHM.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 342427 (value 355302246; 0.01% of shares outstanding; change 0.05)
Holder of RHM.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 166238 (value 172488544; 0.00% of shares outstanding; change 0.04)
Holder of RHM.DE: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 234458 (value 243273615; 0.01% of shares outstanding; change -0.05)
Holder of RHO.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 286884 (value 101958571; 0.00% of shares outstanding; change -0.01)
Holder of RHO.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 76817 (value 27300761; 0.00% of shares outstanding; change -0.04)
Holder of RHO.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 64699 (value 22994024; 0.00% of shares outstanding; change 0.01)
Holder of RHO.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-01-31: 72179 (value 25652416; 0.00% of shares outstanding; change 0.00)
Holder of RHO.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 423539 (value 150525758; 0.00% of shares outstanding; change 0.01)
Holder of RHO.DE: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 63943 (value 24809884; 0.00% of shares outstanding; change 0.01)
Holder of RHO.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 117528 (value 41769450; 0.00% of shares outstanding; change 0.00)
Holder of RHO.DE: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 57296 (value 20362998; 0.00% of shares outstanding; change -0.04)
Holder of RHO.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 281370 (value 109171560; 0.00% of shares outstanding; change -0.02)
Holder of RHO.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 72098 (value 27974024; 0.00% of shares outstanding; change -0.06)
Holder of RHO.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 67308 (value 26115504; 0.00% of shares outstanding; change 0.04)
Holder of RHO.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 75832 (value 29422816; 0.00% of shares outstanding; change 0.05)
Holder of RHO.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 424673 (value 164773124; 0.00% of shares outstanding; change 0.00)
Holder of RHO.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 220410 (value 78333712; 0.00% of shares outstanding; change 0.01)
Holder of RHO.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 111608 (value 39665482; 0.00% of shares outstanding; change 0.01)
Holder of RHO.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 120304 (value 46677952; 0.00% of shares outstanding; change 0.01)
Holder of RHO.DE: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 60428 (value 23446064; 0.00% of shares outstanding; change 0.01)
Holder of RHO.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 222165 (value 86200020; 0.00% of shares outstanding; change 0.01)
Holder of RHO.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 112801 (value 43766788; 0.00% of shares outstanding; change 0.01)
Holder of RHP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 680006 (value 78289088; 0.01% of shares outstanding; change 0.00)
Holder of RHP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 767057 (value 88311270; 0.01% of shares outstanding; change -0.03)
Holder of RHP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1357895 (value 156334447; 0.02% of shares outstanding; change -0.04)
Holder of RHP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1885284 (value 217052741; 0.03% of shares outstanding; change 0.01)
Holder of RHP: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 650042 (value 81053738; 0.01% of shares outstanding; change -0.33)
Holder of RHP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2234266 (value 278590632; 0.04% of shares outstanding; change 0.01)
Holder of RHP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 606129 (value 75578226; 0.01% of shares outstanding; change 0.01)
Holder of RHP: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 585000 (value 67351048; 0.01% of shares outstanding; change -0.13)
Holder of RHP: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 585000 (value 77857647; 0.01% of shares outstanding; change -0.13)
Holder of RHP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 703456 (value 93622956; 0.01% of shares outstanding; change 0.03)
Holder of RHP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 771435 (value 102670281; 0.01% of shares outstanding; change 0.01)
Holder of RHP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1380026 (value 183667655; 0.02% of shares outstanding; change 0.02)
Holder of RHP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1901650 (value 253090591; 0.03% of shares outstanding; change 0.01)
Holder of RHP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1513902 (value 174295533; 0.02% of shares outstanding; change 0.00)
Holder of RHP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 612802 (value 81557815; 0.01% of shares outstanding; change 0.01)
Holder of RHP: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 599156 (value 79741669; 0.01% of shares outstanding; change -0.08)
Holder of RHP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 2222166 (value 295748064; 0.04% of shares outstanding; change -0.01)
Holder of RHP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3839045 (value 480456487; 0.06% of shares outstanding; change 0.01)
Holder of RHP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1460472 (value 182106257; 0.02% of shares outstanding; change -0.04)
Holder of RHP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3822463 (value 508731586; 0.06% of shares outstanding; change 0.00)
Holder of RHP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1476742 (value 196539587; 0.02% of shares outstanding; change 0.01)
Holder of RI.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1804143 (value 113083683; 0.01% of shares outstanding; change 0.02)
Holder of RI.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2796380 (value 180310591; 0.01% of shares outstanding; change 0.01)
Holder of RI.PA: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 1695332 (value 108840309; 0.01% of shares outstanding; change -0.06)
Holder of RI.PA: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 2147193 (value 137849784; 0.01% of shares outstanding; change -0.02)
Holder of RI.PA: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 2307044 (value 148112217; 0.01% of shares outstanding; change 0.00)
Holder of RI.PA: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 3048214 (value 195695329; 0.01% of shares outstanding; change -0.09)
Holder of RI.PA: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 3188794 (value 204720565; 0.01% of shares outstanding; change -0.04)
Holder of RI.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3523352 (value 226199187; 0.01% of shares outstanding; change 0.28)
Holder of RI.PA: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 4066983 (value 261100296; 0.02% of shares outstanding; change 0.10)
Holder of RI.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1849405 (value 118731795; 0.01% of shares outstanding; change 0.03)
Holder of RI.PA: VANGUARD WELLESLEY INCOME FUND
Shares held as of 2026-03-31: 1806442 (value 115973570; 0.01% of shares outstanding; change 0.22)
Holder of RI.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2793494 (value 179342306; 0.01% of shares outstanding; change 0.00)
Holder of RIBB: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 13102 (value 140322; 0.00% of shares outstanding; change 1.00)
Holder of RIBB: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 1890 (value 20771; 0.00% of shares outstanding; change 1.00)
Holder of RIBB: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 175833 (value 1883171; 0.04% of shares outstanding; change 1.00)
Holder of RIBB: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1071000; 0.02% of shares outstanding; change 1.00)
Holder of RIBB: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 84814 (value 932105; 0.02% of shares outstanding; change 1.00)
Holder of RIBB: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 8624 (value 93225; 0.00% of shares outstanding; change 1.00)
Holder of RIBB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1002 (value 10731; 0.00% of shares outstanding; change 0.00)
Holder of RIBB: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 17337 (value 187412; 0.00% of shares outstanding; change 0.32)
Holder of RIBB: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 1475 (value 15944; 0.00% of shares outstanding; change 1.00)
Holder of RIBB: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 2649 (value 28635; 0.00% of shares outstanding; change 0.40)
Holder of RIBB: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 250715 (value 2710229; 0.05% of shares outstanding; change 0.43)
Holder of RIBB: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1081000; 0.02% of shares outstanding; change 0.00)
Holder of RIBB: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 87638 (value 947366; 0.02% of shares outstanding; change 0.03)
Holder of RIBB: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 3979 (value 43012; 0.00% of shares outstanding; change 1.00)
Holder of RIBB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1002 (value 10861; 0.00% of shares outstanding; change 0.00)
Holder of RIBB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1002 (value 10831; 0.00% of shares outstanding; change 0.00)
Holder of RICA.L: -HSBC FTSE 250 UCITS ETF
Shares held as of 2026-02-28: 50089 (value 14676077; 0.00% of shares outstanding; change 0.02)
Holder of RICA.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-03-31: 94541 (value 28787734; 0.00% of shares outstanding; change 0.39)
Holder of RICA.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-04-30: 94541 (value 27700513; 0.00% of shares outstanding; change 0.00)
Holder of RICA.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-05-31: 93512 (value 27399016; 0.00% of shares outstanding; change -0.01)
Holder of RICK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 87419 (value 2217820; 0.01% of shares outstanding; change -0.08)
Holder of RICK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 250737 (value 6361197; 0.03% of shares outstanding; change 0.00)
Holder of RICK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 49078 (value 1339338; 0.01% of shares outstanding; change -0.18)
Holder of RICK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 81131 (value 2214065; 0.01% of shares outstanding; change 0.02)
Holder of RICK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 37321 (value 972958; 0.00% of shares outstanding; change -0.09)
Holder of RICK: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 40444 (value 1054375; 0.01% of shares outstanding; change 0.02)
Holder of RICK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 40424 (value 996855; 0.01% of shares outstanding; change -0.09)
Holder of RICK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 80903 (value 2109141; 0.01% of shares outstanding; change -0.07)
Holder of RICK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 250737 (value 6536713; 0.03% of shares outstanding; change 0.00)
Holder of RICK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 195421 (value 4957830; 0.03% of shares outstanding; change -0.04)
Holder of RICK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 206524 (value 5092881; 0.03% of shares outstanding; change 0.05)
Holder of RICK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 49078 (value 1279463; 0.01% of shares outstanding; change 0.00)
Holder of RICK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 40277 (value 1099159; 0.01% of shares outstanding; change 0.00)
Holder of RICK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 72518 (value 1890544; 0.01% of shares outstanding; change -0.11)
Holder of RICK: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 45608 (value 1194017; 0.01% of shares outstanding; change 0.00)
Holder of RICK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 187703 (value 5122415; 0.02% of shares outstanding; change -0.04)
Holder of RICK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 217586 (value 5937922; 0.03% of shares outstanding; change 0.05)
Holder of RICK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 40277 (value 1050021; 0.01% of shares outstanding; change 0.00)
Holder of RICK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 189505 (value 4940395; 0.02% of shares outstanding; change 0.01)
Holder of RICK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 230444 (value 6007675; 0.03% of shares outstanding; change 0.06)
Holder of RICK: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 45398 (value 1183525; 0.01% of shares outstanding; change 0.00)
Holder of RICO.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5183306 (value 7603909902; 0.01% of shares outstanding; change 0.02)
Holder of RICO.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1746719 (value 2543222864; 0.00% of shares outstanding; change 0.37)
Holder of RICO.L: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 1566800 (value 2281260800; 0.00% of shares outstanding; change 0.00)
Holder of RICO.L: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 2253952 (value 3281754112; 0.00% of shares outstanding; change 0.07)
Holder of RICO.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 4472100 (value 6511377600; 0.01% of shares outstanding; change 4.02)
Holder of RICO.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8092267 (value 11782340752; 0.01% of shares outstanding; change 0.01)
Holder of RICO.L: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 1517337 (value 2369321725; 0.00% of shares outstanding; change 0.17)
Holder of RICO.L: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 1541200 (value 2260940400; 0.00% of shares outstanding; change 0.00)
Holder of RICO.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5329706 (value 8322335919; 0.01% of shares outstanding; change 0.03)
Holder of RICO.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2038319 (value 3182835118; 0.00% of shares outstanding; change 0.17)
Holder of RICO.L: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 1667600 (value 2603957400; 0.00% of shares outstanding; change 0.06)
Holder of RICO.L: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 2604952 (value 4067632548; 0.00% of shares outstanding; change 0.16)
Holder of RICO.L: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 1572500 (value 2289560000; 0.00% of shares outstanding; change 0.02)
Holder of RICO.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 3934800 (value 6144190200; 0.01% of shares outstanding; change -0.12)
Holder of RICO.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8047567 (value 12566275870; 0.01% of shares outstanding; change -0.01)
Holder of RICO.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3810800 (value 5548524800; 0.01% of shares outstanding; change 0.00)
Holder of RICO.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 2131500 (value 3103464000; 0.00% of shares outstanding; change 0.00)
Holder of RICO.L: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 1590400 (value 2483409600; 0.00% of shares outstanding; change 0.01)
Holder of RICO.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3612300 (value 5640606450; 0.01% of shares outstanding; change -0.05)
Holder of RICO.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2088900 (value 3261817350; 0.00% of shares outstanding; change -0.02)
Holder of RIG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 10688187 (value 66159878; 0.01% of shares outstanding; change 0.04)
Holder of RIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 12720673 (value 78740966; 0.01% of shares outstanding; change 0.00)
Holder of RIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 22489833 (value 139212067; 0.02% of shares outstanding; change -0.01)
Holder of RIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 31585197 (value 195512371; 0.03% of shares outstanding; change 0.04)
Holder of RIG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 12656976 (value 67651534; 0.01% of shares outstanding; change 0.43)
Holder of RIG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 9094164 (value 48608304; 0.01% of shares outstanding; change 0.01)
Holder of RIG: SmallCap World Fund Inc
Shares held as of 2026-03-31: 21176471 (value 113294117; 0.02% of shares outstanding; change 0.73)
Holder of RIG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 11058398 (value 59162428; 0.01% of shares outstanding; change 0.03)
Holder of RIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 12822534 (value 68600555; 0.01% of shares outstanding; change 0.01)
Holder of RIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 22887557 (value 122448427; 0.02% of shares outstanding; change 0.02)
Holder of RIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 31428861 (value 168144403; 0.03% of shares outstanding; change 0.00)
Holder of RIG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 22705359 (value 140546173; 0.02% of shares outstanding; change 0.00)
Holder of RIG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 18567420 (value 110476145; 0.02% of shares outstanding; change -0.01)
Holder of RIG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 12904923 (value 69041336; 0.01% of shares outstanding; change 0.02)
Holder of RIG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 9186757 (value 49149149; 0.01% of shares outstanding; change 0.01)
Holder of RIG: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 15768921 (value 93825076; 0.01% of shares outstanding; change -0.01)
Holder of RIG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 21817108 (value 116612437; 0.02% of shares outstanding; change -0.04)
Holder of RIG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 17553539 (value 93823662; 0.02% of shares outstanding; change -0.05)
Holder of RIG: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 15363849 (value 79892011; 0.01% of shares outstanding; change -0.03)
Holder of RIG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 22186384 (value 118697152; 0.02% of shares outstanding; change 0.02)
Holder of RIG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 18887818 (value 101049824; 0.02% of shares outstanding; change 0.08)
Holder of RIG: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 16915165 (value 90496131; 0.02% of shares outstanding; change 0.10)
Holder of RIGL: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2025-12-31: 160000 (value 4878399; 0.01% of shares outstanding; change 0.00)
Holder of RIGL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 196603 (value 5994425; 0.01% of shares outstanding; change -0.01)
Holder of RIGL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 535246 (value 16319650; 0.03% of shares outstanding; change 0.00)
Holder of RIGL: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 133150 (value 4825356; 0.01% of shares outstanding; change 1.00)
Holder of RIGL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 172725 (value 6259554; 0.01% of shares outstanding; change 0.01)
Holder of RIGL: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2026-03-31: 160000 (value 5878400; 0.01% of shares outstanding; change 0.00)
Holder of RIGL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 204368 (value 7508480; 0.01% of shares outstanding; change 0.04)
Holder of RIGL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 542046 (value 19914770; 0.03% of shares outstanding; change 0.01)
Holder of RIGL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 131031 (value 3995135; 0.01% of shares outstanding; change -0.01)
Holder of RIGL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 438903 (value 13382152; 0.02% of shares outstanding; change 0.02)
Holder of RIGL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 557651 (value 16690494; 0.03% of shares outstanding; change 0.25)
Holder of RIGL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 177697 (value 6528588; 0.01% of shares outstanding; change 0.03)
Holder of RIGL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 792186 (value 26070841; 0.04% of shares outstanding; change 0.12)
Holder of RIGL: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 213850 (value 7856849; 0.01% of shares outstanding; change 0.61)
Holder of RIGL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 129127 (value 4679562; 0.01% of shares outstanding; change -0.01)
Holder of RIGL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 421651 (value 15280632; 0.02% of shares outstanding; change -0.04)
Holder of RIGL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 148729 (value 5389939; 0.01% of shares outstanding; change 0.03)
Holder of RIGL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 595313 (value 21574144; 0.03% of shares outstanding; change 0.07)
Holder of RIGL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 784304 (value 33372134; 0.04% of shares outstanding; change -0.01)
Holder of RIGL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 131101 (value 4816650; 0.01% of shares outstanding; change 0.02)
Holder of RIGL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 434303 (value 15956292; 0.02% of shares outstanding; change 0.03)
Holder of RIGL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 147193 (value 5407871; 0.01% of shares outstanding; change -0.01)
Holder of RIGL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 629971 (value 23145135; 0.03% of shares outstanding; change 0.06)
Holder of RIGL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 647931 (value 23804986; 0.04% of shares outstanding; change -0.17)
Holder of RILY: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 229695 (value 2143054; 0.01% of shares outstanding; change 0.64)
Holder of RILY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 179619 (value 1675845; 0.00% of shares outstanding; change 0.00)
Holder of RILY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 574871 (value 5363546; 0.02% of shares outstanding; change 0.10)
Holder of RILY: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-01-31: 123022 (value 1103507; 0.00% of shares outstanding; change -0.19)
Holder of RILY: Leader Funds Trust-Leader Capital Short Term High Yield Bond Fund
Shares held as of 2026-01-31: 177837 (value 1595197; 0.00% of shares outstanding; change 1.00)
Holder of RILY: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-01-31: 170323 (value 1527797; 0.00% of shares outstanding; change 0.27)
Holder of RILY: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 868080 (value 5972390; 0.02% of shares outstanding; change 0.28)
Holder of RILY: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 206200 (value 1418656; 0.01% of shares outstanding; change 0.00)
Holder of RILY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 93556 (value 792419; 0.00% of shares outstanding; change 0.15)
Holder of RILY: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 413570 (value 2845361; 0.01% of shares outstanding; change 0.80)
Holder of RILY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 200317 (value 1378180; 0.01% of shares outstanding; change 0.12)
Holder of RILY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 574871 (value 3955112; 0.02% of shares outstanding; change 0.00)
Holder of RILY: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-04-30: 123022 (value 846391; 0.00% of shares outstanding; change 0.00)
Holder of RILY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 93216 (value 836147; 0.00% of shares outstanding; change 0.00)
Holder of RILY: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 149440 (value 1344960; 0.00% of shares outstanding; change 0.00)
Holder of RILY: Leader Funds Trust-Leader Capital Short Term High Yield Bond Fund
Shares held as of 2026-04-30: 177837 (value 1223518; 0.00% of shares outstanding; change 0.00)
Holder of RILY: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-04-30: 176324 (value 1213109; 0.00% of shares outstanding; change 0.04)
Holder of RILY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 89839 (value 618092; 0.00% of shares outstanding; change -0.04)
Holder of RILY: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 137466 (value 938892; 0.00% of shares outstanding; change -0.08)
Holder of RILY: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 136296 (value 937716; 0.00% of shares outstanding; change -0.01)
Holder of RIME: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 13747 (value 10664; 0.00% of shares outstanding; change 0.00)
Holder of RIME: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 43681 (value 29135; 0.00% of shares outstanding; change 0.98)
Holder of RIME: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6275 (value 4185; 0.00% of shares outstanding; change 0.70)
Holder of RIME: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 54089 (value 25113; 0.00% of shares outstanding; change 2.93)
Holder of RIME: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 43522 (value 30300; 0.00% of shares outstanding; change 0.00)
Holder of RIME: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7576 (value 5274; 0.00% of shares outstanding; change 1.00)
Holder of RIME: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6275 (value 4368; 0.00% of shares outstanding; change 0.00)
Holder of RIME: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 43522 (value 20207; 0.00% of shares outstanding; change 0.00)
Holder of RIME: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7576 (value 3517; 0.00% of shares outstanding; change 0.00)
Holder of RIME: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6275 (value 2913; 0.00% of shares outstanding; change 0.00)
Holder of RIO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 2343555 (value 235972558; 0.00% of shares outstanding; change -0.32)
Holder of RIO: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Large Cap Value Fund
Shares held as of 2026-02-28: 1368923 (value 124873157; 0.00% of shares outstanding; change 0.00)
Holder of RIO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 1061359 (value 95681515; 0.00% of shares outstanding; change -0.55)
Holder of RIO: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-03-31: 1815011 (value 193099019; 0.00% of shares outstanding; change 1.00)
Holder of RIO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-03-31: 1476283 (value 157061747; 0.00% of shares outstanding; change -0.01)
Holder of RIO: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-04-30: 3898761 (value 392566254; 0.00% of shares outstanding; change 0.00)
Holder of RIO: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 8070914 (value 776906198; 0.01% of shares outstanding; change 0.00)
Holder of RIO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 1141775 (value 109907263; 0.00% of shares outstanding; change 0.01)
Holder of RIO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 1476283 (value 142107004; 0.00% of shares outstanding; change 0.00)
Holder of RIO: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 2350050 (value 226215818; 0.00% of shares outstanding; change 0.03)
Holder of RIO: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3937048 (value 378980248; 0.00% of shares outstanding; change 0.01)
Holder of RIO: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 2965710 (value 285479250; 0.00% of shares outstanding; change 0.01)
Holder of RIO: iShares Trust-iShares MSCI United Kingdom ETF
Shares held as of 2026-04-30: 1207042 (value 116189865; 0.00% of shares outstanding; change 0.00)
Holder of RIO: iShares, Inc.-iShares MSCI Global Metals & Mining Producers ETF
Shares held as of 2026-04-30: 1324479 (value 127494351; 0.00% of shares outstanding; change 0.00)
Holder of RIO: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 4244977 (value 382684683; 0.00% of shares outstanding; change 0.03)
Holder of RIO: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7688248 (value 701321991; 0.01% of shares outstanding; change 1.00)
Holder of RIO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 1146573 (value 104590390; 0.00% of shares outstanding; change 1.00)
Holder of RIO: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 2392034 (value 218201344; 0.00% of shares outstanding; change 1.00)
Holder of RIO: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3808816 (value 347440200; 0.00% of shares outstanding; change 1.00)
Holder of RIO: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 2825655 (value 257756252; 0.00% of shares outstanding; change 1.00)
Holder of RIO: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-05-31: 1004516 (value 91631950; 0.00% of shares outstanding; change 1.00)
Holder of RIO: iShares Trust-iShares MSCI United Kingdom ETF
Shares held as of 2026-05-31: 1179043 (value 107552303; 0.00% of shares outstanding; change -0.02)
Holder of RIO: iShares, Inc.-iShares MSCI Global Metals & Mining Producers ETF
Shares held as of 2026-05-31: 1365306 (value 124543214; 0.00% of shares outstanding; change 0.03)
Holder of RIO: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 3748068 (value 341898767; 0.00% of shares outstanding; change -0.12)
Holder of RIO.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3485151 (value 662701441; 0.01% of shares outstanding; change 0.02)
Holder of RIO.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 1057076 (value 186066522; 0.00% of shares outstanding; change 0.04)
Holder of RIO.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Intl Research Enhanced Eqy. ETF
Shares held as of 2026-01-31: 906324 (value 159531154; 0.00% of shares outstanding; change 0.01)
Holder of RIO.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5404966 (value 951382138; 0.01% of shares outstanding; change 0.01)
Holder of RIO.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1365921 (value 259729869; 0.00% of shares outstanding; change 0.01)
Holder of RIO.AX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 1013750 (value 192764556; 0.00% of shares outstanding; change 0.00)
Holder of RIO.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 1001740 (value 190480854; 0.00% of shares outstanding; change 0.00)
Holder of RIO.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3569967 (value 571159039; 0.01% of shares outstanding; change 0.02)
Holder of RIO.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 1382106 (value 243278304; 0.00% of shares outstanding; change 0.01)
Holder of RIO.AX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 1126932 (value 198362575; 0.00% of shares outstanding; change 0.11)
Holder of RIO.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 1029892 (value 181281594; 0.00% of shares outstanding; change 0.03)
Holder of RIO.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 1074195 (value 171860463; 0.00% of shares outstanding; change 0.02)
Holder of RIO.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 851412 (value 136217410; 0.00% of shares outstanding; change 0.04)
Holder of RIO.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5399784 (value 863911471; 0.01% of shares outstanding; change 0.00)
Holder of RIO.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2649595 (value 466381723; 0.01% of shares outstanding; change 0.00)
Holder of RIO.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1293871 (value 227747178; 0.00% of shares outstanding; change 0.01)
Holder of RIO.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 972601 (value 171197232; 0.00% of shares outstanding; change 0.00)
Holder of RIO.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1396767 (value 223468760; 0.00% of shares outstanding; change 0.01)
Holder of RIO.AX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 1126932 (value 180297856; 0.00% of shares outstanding; change 0.00)