speb/financial-data huggingface dataset:
Holder of BOOM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 267430 (value 1674111; 0.01% of shares outstanding; change 0.00)
Holder of BOOM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 468565 (value 2778590; 0.02% of shares outstanding; change 0.01)
Holder of BOOM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 204879 (value 1214932; 0.01% of shares outstanding; change 0.11)
Holder of BOOM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 299200 (value 1774255; 0.01% of shares outstanding; change 0.12)
Holder of BOOT: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 446878 (value 74896755; 0.01% of shares outstanding; change 0.27)
Holder of BOOT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 329000 (value 55887228; 0.01% of shares outstanding; change 0.01)
Holder of BOOT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 390660 (value 66361412; 0.01% of shares outstanding; change -0.04)
Holder of BOOT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 691931 (value 117538315; 0.02% of shares outstanding; change -0.04)
Holder of BOOT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 966844 (value 164237785; 0.03% of shares outstanding; change 0.00)
Holder of BOOT: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 463726 (value 69549623; 0.02% of shares outstanding; change 0.25)
Holder of BOOT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 301087 (value 52455377; 0.01% of shares outstanding; change 0.01)
Holder of BOOT: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 303014 (value 52791099; 0.01% of shares outstanding; change -0.02)
Holder of BOOT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 339216 (value 50875614; 0.01% of shares outstanding; change 0.03)
Holder of BOOT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 392302 (value 58837452; 0.01% of shares outstanding; change 0.00)
Holder of BOOT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 701427 (value 105200018; 0.02% of shares outstanding; change 0.01)
Holder of BOOT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 956583 (value 143468314; 0.03% of shares outstanding; change -0.01)
Holder of BOOT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 751782 (value 127705204; 0.02% of shares outstanding; change 0.00)
Holder of BOOT: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 330318 (value 49541092; 0.01% of shares outstanding; change 0.19)
Holder of BOOT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 320000 (value 54595200; 0.01% of shares outstanding; change 0.10)
Holder of BOOT: Vanguard Explorer Fund
Shares held as of 2026-04-30: 354825 (value 53216651; 0.01% of shares outstanding; change 0.51)
Holder of BOOT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1853736 (value 322957888; 0.06% of shares outstanding; change 0.01)
Holder of BOOT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 723755 (value 114150639; 0.02% of shares outstanding; change -0.04)
Holder of BOOT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 320000 (value 49907202; 0.01% of shares outstanding; change 0.00)
Holder of BOOT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1845498 (value 276787782; 0.06% of shares outstanding; change 0.00)
Holder of BOOT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 736350 (value 110437769; 0.02% of shares outstanding; change 0.02)
Holder of BOOT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 320000 (value 47993598; 0.01% of shares outstanding; change 0.00)
Holder of BORR: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 741231 (value 3127994; 0.00% of shares outstanding; change 1.00)
Holder of BORR: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 670789 (value 3226495; 0.00% of shares outstanding; change 0.09)
Holder of BORR: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 732107 (value 3089491; 0.00% of shares outstanding; change 1.00)
Holder of BORR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2605174 (value 10993833; 0.01% of shares outstanding; change 0.01)
Holder of BORR: GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources 
Shares held as of 2026-02-28: 912684 (value 4097950; 0.00% of shares outstanding; change 0.11)
Holder of BORR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 1318714 (value 5578160; 0.00% of shares outstanding; change 0.09)
Holder of BORR: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 825177 (value 3482246; 0.00% of shares outstanding; change 0.47)
Holder of BORR: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 1422598 (value 6017589; 0.00% of shares outstanding; change 1.15)
Holder of BORR: New World Fund Inc
Shares held as of 2026-03-31: 2690597 (value 11354318; 0.01% of shares outstanding; change 0.00)
Holder of BORR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 6957494 (value 34857046; 0.02% of shares outstanding; change 0.08)
Holder of BORR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 2443806 (value 12243468; 0.01% of shares outstanding; change 0.06)
Holder of BORR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 982032 (value 4153995; 0.00% of shares outstanding; change 2.34)
Holder of BORR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 1173640 (value 4964497; 0.00% of shares outstanding; change 0.94)
Holder of BORR: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 1010022 (value 4272393; 0.00% of shares outstanding; change 0.36)
Holder of BORR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2820501 (value 11930719; 0.01% of shares outstanding; change 0.08)
Holder of BORR: New World Fund Inc
Shares held as of 2026-04-30: 2690597 (value 11192883; 0.01% of shares outstanding; change 0.00)
Holder of BORR: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 1396700 (value 5908041; 0.00% of shares outstanding; change 0.91)
Holder of BORR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6726832 (value 30203474; 0.02% of shares outstanding; change -0.03)
Holder of BORR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 2439377 (value 10952802; 0.01% of shares outstanding; change 0.00)
Holder of BORR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6790803 (value 28725096; 0.02% of shares outstanding; change 0.01)
Holder of BORR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 2460035 (value 10405948; 0.01% of shares outstanding; change 0.01)
Holder of BORR: New World Fund Inc
Shares held as of 2026-06-30: 2690597 (value 11381225; 0.01% of shares outstanding; change 0.00)
Holder of BORR.OL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 741231 (value 31502317; 0.00% of shares outstanding; change 1.00)
Holder of BORR.OL: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 670789 (value 31241998; 0.00% of shares outstanding; change 0.09)
Holder of BORR.OL: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 732107 (value 31114547; 0.00% of shares outstanding; change 1.00)
Holder of BORR.OL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2605174 (value 110719895; 0.01% of shares outstanding; change 0.01)
Holder of BORR.OL: GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources 
Shares held as of 2026-02-28: 912684 (value 40249363; 0.00% of shares outstanding; change 0.11)
Holder of BORR.OL: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 1318714 (value 59684993; 0.00% of shares outstanding; change 0.09)
Holder of BORR.OL: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 825177 (value 35070022; 0.00% of shares outstanding; change 0.47)
Holder of BORR.OL: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 1422598 (value 64386783; 0.00% of shares outstanding; change 1.15)
Holder of BORR.OL: New World Fund Inc
Shares held as of 2026-03-31: 2690597 (value 114350372; 0.01% of shares outstanding; change 0.00)
Holder of BORR.OL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 982032 (value 44446766; 0.00% of shares outstanding; change 2.34)
Holder of BORR.OL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 1173640 (value 53118944; 0.00% of shares outstanding; change 0.94)
Holder of BORR.OL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 1010022 (value 45713594; 0.00% of shares outstanding; change 0.36)
Holder of BORR.OL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2820501 (value 127655870; 0.01% of shares outstanding; change 0.08)
Holder of BORR.OL: New World Fund Inc
Shares held as of 2026-04-30: 2690597 (value 121776415; 0.01% of shares outstanding; change 0.00)
Holder of BORR.OL: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 1396700 (value 63214639; 0.00% of shares outstanding; change 0.91)
Holder of BORR.OL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6726832 (value 296653280; 0.02% of shares outstanding; change -0.03)
Holder of BORR.OL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 2439377 (value 107576521; 0.01% of shares outstanding; change 0.00)
Holder of BORR.OL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6790803 (value 307351732; 0.02% of shares outstanding; change 0.01)
Holder of BORR.OL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 2460035 (value 111341179; 0.01% of shares outstanding; change 0.01)
Holder of BOSC: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-03-31: 50000 (value 207500; 0.01% of shares outstanding; change 0.00)
Holder of BOSC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2169 (value 9738; 0.00% of shares outstanding; change 1.00)
Holder of BOSC: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-04-30: 70700 (value 305424; 0.01% of shares outstanding; change 0.41)
Holder of BOSC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2169 (value 9413; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 23238 (value 533312; 0.01% of shares outstanding; change 0.00)
Holder of BOTJ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 44989 (value 1031597; 0.01% of shares outstanding; change 0.00)
Holder of BOTJ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 111400 (value 2554402; 0.02% of shares outstanding; change 0.00)
Holder of BOTJ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 8408 (value 206416; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 4961 (value 126604; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 13000 (value 350090; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 23238 (value 625799; 0.01% of shares outstanding; change 0.00)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 13799 (value 316687; 0.00% of shares outstanding; change -0.33)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5934 (value 136185; 0.00% of shares outstanding; change 0.05)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7508 (value 172308; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 44989 (value 1211553; 0.01% of shares outstanding; change 0.00)
Holder of BOTJ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 111400 (value 3000002; 0.02% of shares outstanding; change 0.00)
Holder of BOTJ: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 9802 (value 224955; 0.00% of shares outstanding; change -0.06)
Holder of BOTJ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 8408 (value 226427; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 4961 (value 133599; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 13749 (value 350874; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5934 (value 151435; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7508 (value 191604; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 10446 (value 263343; 0.00% of shares outstanding; change 0.07)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 13749 (value 370260; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5934 (value 159802; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7508 (value 202190; 0.00% of shares outstanding; change 0.00)
Holder of BOTJ: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 10310 (value 277648; 0.00% of shares outstanding; change -0.01)
Holder of BOW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 188914 (value 5028890; 0.01% of shares outstanding; change 0.02)
Holder of BOW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 617948 (value 16449776; 0.02% of shares outstanding; change -0.08)
Holder of BOW: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 274784 (value 7314750; 0.01% of shares outstanding; change 0.02)
Holder of BOW: Vanguard Explorer Fund
Shares held as of 2026-01-31: 145439 (value 3871586; 0.00% of shares outstanding; change 0.00)
Holder of BOW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 174509 (value 4760605; 0.01% of shares outstanding; change 0.01)
Holder of BOW: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 365000 (value 9716300; 0.01% of shares outstanding; change 0.18)
Holder of BOW: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 365000 (value 11355150; 0.01% of shares outstanding; change 0.18)
Holder of BOW: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 997724 (value 27217911; 0.03% of shares outstanding; change -0.02)
Holder of BOW: T. Rowe Price Financial Services Fund, Inc.
Shares held as of 2026-03-31: 150553 (value 4683703; 0.00% of shares outstanding; change 1.00)
Holder of BOW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 191453 (value 5956102; 0.01% of shares outstanding; change 0.01)
Holder of BOW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 617948 (value 19224362; 0.02% of shares outstanding; change 0.00)
Holder of BOW: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 1145000 (value 35620950; 0.03% of shares outstanding; change -0.01)
Holder of BOW: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2026-03-31: 294784 (value 9170730; 0.01% of shares outstanding; change 0.07)
Holder of BOW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 433816 (value 11548182; 0.01% of shares outstanding; change 0.02)
Holder of BOW: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 997724 (value 31039194; 0.03% of shares outstanding; change 0.00)
Holder of BOW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 175346 (value 5455014; 0.01% of shares outstanding; change 0.00)
Holder of BOW: Vanguard Explorer Fund
Shares held as of 2026-04-30: 145439 (value 4524607; 0.00% of shares outstanding; change 0.00)
Holder of BOW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 416791 (value 13120580; 0.01% of shares outstanding; change -0.04)
Holder of BOW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 145757 (value 4588430; 0.00% of shares outstanding; change 0.00)
Holder of BOW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 420766 (value 13090030; 0.01% of shares outstanding; change 0.01)
Holder of BOX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1558983 (value 42030180; 0.01% of shares outstanding; change 0.01)
Holder of BOX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1765870 (value 47607853; 0.01% of shares outstanding; change -0.03)
Holder of BOX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3122674 (value 84187288; 0.02% of shares outstanding; change -0.04)
Holder of BOX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4334296 (value 116852616; 0.03% of shares outstanding; change 0.00)
Holder of BOX: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 1100941 (value 27347374; 0.01% of shares outstanding; change -0.05)
Holder of BOX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1373930 (value 34128421; 0.01% of shares outstanding; change 0.01)
Holder of BOX: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3627902 (value 105245437; 0.03% of shares outstanding; change 0.03)
Holder of BOX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1597233 (value 46335729; 0.01% of shares outstanding; change 0.02)
Holder of BOX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1753165 (value 50859317; 0.01% of shares outstanding; change -0.01)
Holder of BOX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3134424 (value 90929640; 0.02% of shares outstanding; change 0.00)
Holder of BOX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4375006 (value 126918925; 0.03% of shares outstanding; change 0.01)
Holder of BOX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3444597 (value 92866331; 0.02% of shares outstanding; change 0.00)
Holder of BOX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1388422 (value 40278122; 0.01% of shares outstanding; change 0.01)
Holder of BOX: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 1096295 (value 31803518; 0.01% of shares outstanding; change 0.00)
Holder of BOX: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1306455 (value 32452342; 0.01% of shares outstanding; change 0.01)
Holder of BOX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8776474 (value 218007615; 0.06% of shares outstanding; change 0.02)
Holder of BOX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3309759 (value 92309176; 0.02% of shares outstanding; change -0.04)
Holder of BOX: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1318290 (value 38322689; 0.01% of shares outstanding; change 0.01)
Holder of BOX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8696732 (value 252292197; 0.06% of shares outstanding; change -0.01)
Holder of BOX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3387488 (value 98271027; 0.02% of shares outstanding; change 0.02)
Holder of BOX: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1261987 (value 36610243; 0.01% of shares outstanding; change -0.04)
Holder of BOX.DE: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 8963144 (value 1124426387; 0.03% of shares outstanding; change -0.15)
Holder of BOX.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 8058756 (value 1010970915; 0.03% of shares outstanding; change 0.03)
Holder of BOX.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2877939 (value 361037438; 0.01% of shares outstanding; change 0.00)
Holder of BOX.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3636370 (value 456182605; 0.01% of shares outstanding; change 0.00)
Holder of BOX.DE: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 5796083 (value 794932748; 0.02% of shares outstanding; change -0.35)
Holder of BOX.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2966005 (value 406787567; 0.01% of shares outstanding; change 0.36)
Holder of BOX.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7236214 (value 992446705; 0.03% of shares outstanding; change 0.00)
Holder of BOX.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6149339 (value 843381806; 0.02% of shares outstanding; change -0.01)
Holder of BOX.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9039114 (value 1239714429; 0.03% of shares outstanding; change 0.01)
Holder of BOX.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 8058756 (value 1105258336; 0.03% of shares outstanding; change 0.00)
Holder of BOX.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 3039040 (value 416804317; 0.01% of shares outstanding; change 0.06)
Holder of BOX.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3394274 (value 425811662; 0.01% of shares outstanding; change 0.03)
Holder of BOX.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3683005 (value 462032966; 0.01% of shares outstanding; change 0.01)
Holder of BOX.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3643849 (value 499753868; 0.01% of shares outstanding; change 0.00)
Holder of BOX.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3751397 (value 514504075; 0.01% of shares outstanding; change 0.02)
Holder of BOX.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3330389 (value 456762831; 0.01% of shares outstanding; change -0.03)
Holder of BOXL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2011 (value 1769; 0.00% of shares outstanding; change 0.00)
Holder of BOXL: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 5 (value 17; 0.00% of shares outstanding; change 1.00)
Holder of BOXL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27460 (value 18672; 0.01% of shares outstanding; change 1.92)
Holder of BOXL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 587 (value 399; 0.00% of shares outstanding; change 0.00)
Holder of BOXL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 275 (value 187; 0.00% of shares outstanding; change 0.00)
Holder of BOXL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 4560 (value 21477; 0.01% of shares outstanding; change 0.00)
Holder of BOXL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 46 (value 216; 0.00% of shares outstanding; change 0.00)
Holder of BOXL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4560 (value 16187; 0.01% of shares outstanding; change 0.00)
Holder of BOXL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 46 (value 163; 0.00% of shares outstanding; change 0.00)
Holder of BOY.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 17456238 (value 343015070; 0.00% of shares outstanding; change 0.00)
Holder of BOY.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 53546115 (value 1052181139; 0.01% of shares outstanding; change 0.02)
Holder of BOY.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 14141131 (value 277873218; 0.00% of shares outstanding; change 0.01)
Holder of BOY.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 82937788 (value 1629727502; 0.01% of shares outstanding; change 0.01)
Holder of BOY.DE: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 15819658 (value 361479191; 0.00% of shares outstanding; change -0.15)
Holder of BOY.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 15043045 (value 331849564; 0.00% of shares outstanding; change -0.02)
Holder of BOY.DE: Capital Income Builder
Shares held as of 2026-03-31: 19254328 (value 378347537; 0.00% of shares outstanding; change 0.05)
Holder of BOY.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 15137442 (value 345890555; 0.00% of shares outstanding; change -0.13)
Holder of BOY.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 50547180 (value 1115070763; 0.01% of shares outstanding; change -0.22)
Holder of BOY.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 20995856 (value 412568562; 0.00% of shares outstanding; change 0.00)
Holder of BOY.DE: New World Fund Inc
Shares held as of 2026-03-31: 35296428 (value 693574796; 0.01% of shares outstanding; change -0.02)
Holder of BOY.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 54835913 (value 1253000632; 0.01% of shares outstanding; change 0.02)
Holder of BOY.DE: Capital Income Builder
Shares held as of 2026-04-30: 19254328 (value 424750465; 0.00% of shares outstanding; change 0.00)
Holder of BOY.DE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-04-30: 13380085 (value 305734947; 0.00% of shares outstanding; change 0.24)
Holder of BOY.DE: New World Fund Inc
Shares held as of 2026-04-30: 35296428 (value 778639182; 0.01% of shares outstanding; change 0.00)
Holder of BOY.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 13789376 (value 315087246; 0.00% of shares outstanding; change -0.02)
Holder of BOY.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 82944815 (value 1895289054; 0.01% of shares outstanding; change 0.00)
Holder of BOY.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 21470226 (value 490594672; 0.00% of shares outstanding; change 0.01)
Holder of BOY.DE: Capital Income Builder
Shares held as of 2026-06-30: 19731969 (value 450875499; 0.00% of shares outstanding; change 0.02)
Holder of BOY.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 13747789 (value 314136983; 0.00% of shares outstanding; change -0.09)
Holder of BOY.DE: New World Fund Inc
Shares held as of 2026-06-30: 34592756 (value 790444487; 0.01% of shares outstanding; change -0.02)
Holder of BOY.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1647632 (value 1326343760; 0.01% of shares outstanding; change 0.03)
Holder of BOY.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 2576437 (value 1833134925; 0.02% of shares outstanding; change 0.00)
Holder of BOY.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 1134580 (value 807253670; 0.01% of shares outstanding; change -0.03)
Holder of BOY.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 819532 (value 583097018; 0.00% of shares outstanding; change 0.00)
Holder of BOY.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2516034 (value 1670646576; 0.01% of shares outstanding; change 0.00)
Holder of BOY.L: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-02-28: 2578926 (value 1834905849; 0.02% of shares outstanding; change 0.00)
Holder of BOY.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 2254771 (value 1604269566; 0.01% of shares outstanding; change 0.00)
Holder of BOY.L: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 5321061 (value 3785934901; 0.03% of shares outstanding; change 0.00)
Holder of BOY.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1258507 (value 895427730; 0.01% of shares outstanding; change 0.00)
Holder of BOY.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1620359 (value 1130200402; 0.01% of shares outstanding; change -0.02)
Holder of BOY.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 2576437 (value 1797064807; 0.02% of shares outstanding; change 0.00)
Holder of BOY.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 1087943 (value 758840242; 0.01% of shares outstanding; change -0.04)
Holder of BOY.L: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-04-30: 2519526 (value 1757369385; 0.01% of shares outstanding; change -0.02)
Holder of BOY.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 2246371 (value 1566843772; 0.01% of shares outstanding; change 0.00)
Holder of BOY.L: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-04-30: 5301261 (value 3697629547; 0.03% of shares outstanding; change 0.00)
Holder of BOY.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1282984 (value 894881340; 0.01% of shares outstanding; change 0.02)
Holder of BOY.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 819532 (value 571623570; 0.00% of shares outstanding; change 0.00)
Holder of BOY.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2516034 (value 1754933715; 0.01% of shares outstanding; change 0.00)
Holder of BOY.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1259798 (value 802491326; 0.01% of shares outstanding; change 0.00)
Holder of BOY.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1268443 (value 884738992; 0.01% of shares outstanding; change 0.01)
Holder of BP: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1644979 (value 60781975; 0.00% of shares outstanding; change -0.05)
Holder of BP: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 3782975 (value 147914316; 0.00% of shares outstanding; change 0.00)
Holder of BP: Dimensional ETF Trust-Dimensional International High Profitability ETF
Shares held as of 2026-01-31: 1275124 (value 49857346; 0.00% of shares outstanding; change 0.06)
Holder of BP: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 4847434 (value 189534662; 0.00% of shares outstanding; change 0.22)
Holder of BP: ADVISORS' INNER CIRCLE III-GQG PARTNERS US SELECT QUALITY EQUITY FUND
Shares held as of 2026-03-31: 1559093 (value 68319454; 0.00% of shares outstanding; change 1.00)
Holder of BP: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 3915974 (value 171597979; 0.00% of shares outstanding; change 1.00)
Holder of BP: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 3976053 (value 174230641; 0.00% of shares outstanding; change 1.00)
Holder of BP: BLACKROCK LARGE CAP FOCUS VALUE FUND, INC.
Shares held as of 2026-03-31: 1509818 (value 66160224; 0.00% of shares outstanding; change -0.03)
Holder of BP: New World Fund Inc
Shares held as of 2026-03-31: 1785904 (value 69828843; 0.00% of shares outstanding; change 1.00)
Holder of BP: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 1824115 (value 78035637; 0.00% of shares outstanding; change 0.09)
Holder of BP: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1764933 (value 77339363; 0.00% of shares outstanding; change 0.07)
Holder of BP: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 3782975 (value 165769963; 0.00% of shares outstanding; change 0.00)
Holder of BP: Dimensional ETF Trust-Dimensional International High Profitability ETF
Shares held as of 2026-04-30: 1412558 (value 61898291; 0.00% of shares outstanding; change 0.11)
Holder of BP: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 4847434 (value 212414556; 0.00% of shares outstanding; change 0.00)
Holder of BP: New World Fund Inc
Shares held as of 2026-04-30: 2340330 (value 98059830; 0.00% of shares outstanding; change 0.31)
Holder of BP: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 1938032 (value 81203543; 0.00% of shares outstanding; change 0.06)
Holder of BP: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 1993056 (value 87335713; 0.00% of shares outstanding; change 0.03)
Holder of BP: New World Fund Inc
Shares held as of 2026-06-30: 2340330 (value 102553259; 0.00% of shares outstanding; change 0.00)
Holder of BPAC: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-02-28: 8000 (value 81120; 0.00% of shares outstanding; change 1.00)
Holder of BPAC: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 2236 (value 22695; 0.00% of shares outstanding; change 1.00)
Holder of BPAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 86256 (value 875498; 0.01% of shares outstanding; change 1.00)
Holder of BPAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 13165 (value 133624; 0.00% of shares outstanding; change 1.00)
Holder of BPAC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 4652 (value 47217; 0.00% of shares outstanding; change 1.00)
Holder of BPAC: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 835 (value 8441; 0.00% of shares outstanding; change 1.00)
Holder of BPAC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 82278 (value 835121; 0.01% of shares outstanding; change 1.00)
Holder of BPAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1014999; 0.02% of shares outstanding; change 1.00)
Holder of BPAC: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 92000 (value 933799; 0.02% of shares outstanding; change 1.00)
Holder of BPAC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 3129 (value 31759; 0.00% of shares outstanding; change 1.00)
Holder of BPAC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 4368 (value 44335; 0.00% of shares outstanding; change 1.00)
Holder of BPAC: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-05-31: 8000 (value 81199; 0.00% of shares outstanding; change 0.00)
Holder of BPCP.L: BNY Mellon Advantage Funds, Inc.-BNY Mellon Global Real Return Fund
Shares held as of 2026-01-31: 11414734 (value 824143759; 0.01% of shares outstanding; change -0.14)
Holder of BPCP.L: -HSBC FTSE 250 UCITS ETF
Shares held as of 2026-02-28: 177925 (value 12739429; 0.00% of shares outstanding; change 0.02)
Holder of BPCP.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-03-31: 295767 (value 21176916; 0.00% of shares outstanding; change 0.53)
Holder of BPCP.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-04-30: 295767 (value 20881149; 0.00% of shares outstanding; change 0.00)
Holder of BPCP.L: BNY Mellon Advantage Funds, Inc.-BNY Mellon Global Real Return Fund
Shares held as of 2026-04-30: 11018592 (value 788931170; 0.01% of shares outstanding; change -0.03)
Holder of BPCP.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-05-31: 292158 (value 20918512; 0.00% of shares outstanding; change -0.01)
Holder of BPCR.L: BNY Mellon Advantage Funds, Inc.-BNY Mellon Global Real Return Fund
Shares held as of 2026-01-31: 11414734 (value 10889656; 0.01% of shares outstanding; change -0.14)
Holder of BPCR.L: -HSBC FTSE 250 UCITS ETF
Shares held as of 2026-02-28: 177925 (value 172231; 0.00% of shares outstanding; change 0.02)
Holder of BPCR.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-03-31: 295767 (value 285036; 0.00% of shares outstanding; change 0.53)
Holder of BPCR.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-04-30: 295767 (value 282161; 0.00% of shares outstanding; change 0.00)
Holder of BPCR.L: BNY Mellon Advantage Funds, Inc.-BNY Mellon Global Real Return Fund
Shares held as of 2026-04-30: 11018592 (value 10665996; 0.01% of shares outstanding; change -0.03)
Holder of BPCR.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-05-31: 292158 (value 282808; 0.00% of shares outstanding; change -0.01)
Holder of BPE5.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 63195900 (value 393078484; 0.00% of shares outstanding; change 0.00)
Holder of BPE5.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 148175068 (value 921648891; 0.01% of shares outstanding; change 0.00)
Holder of BPE5.DE: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 65085889 (value 404834215; 0.00% of shares outstanding; change -0.14)
Holder of BPE5.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 229494018 (value 1427452743; 0.01% of shares outstanding; change -0.01)
Holder of BPE5.DE: ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND
Shares held as of 2026-03-31: 88215900 (value 566698922; 0.01% of shares outstanding; change 1.00)
Holder of BPE5.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 43408522 (value 263316093; 0.00% of shares outstanding; change 0.00)
Holder of BPE5.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 63195900 (value 405970448; 0.00% of shares outstanding; change 0.00)
Holder of BPE5.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 57917412 (value 360246290; 0.00% of shares outstanding; change 0.01)
Holder of BPE5.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 151732929 (value 974732303; 0.01% of shares outstanding; change 0.02)
Holder of BPE5.DE: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 47578864 (value 305646612; 0.00% of shares outstanding; change -0.27)
Holder of BPE5.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 77562492 (value 498261432; 0.00% of shares outstanding; change 1.00)
Holder of BPE5.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 229447625 (value 1473971493; 0.01% of shares outstanding; change 0.00)
Holder of BPE5.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 112056770 (value 696993085; 0.01% of shares outstanding; change 0.01)
Holder of BPE5.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 54838606 (value 341096117; 0.00% of shares outstanding; change 0.01)
Holder of BPE5.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 41342141 (value 257148108; 0.00% of shares outstanding; change 0.01)
Holder of BPE5.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 59226727 (value 380472481; 0.00% of shares outstanding; change 0.01)
Holder of BPE5.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 114879246 (value 737984251; 0.01% of shares outstanding; change 0.03)
Holder of BPE5.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 56061716 (value 360140451; 0.00% of shares outstanding; change 0.02)
Holder of BPE5.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 43408522 (value 278856336; 0.00% of shares outstanding; change 0.00)
Holder of BPM.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 13899674 (value 184865666; 0.01% of shares outstanding; change 0.02)
Holder of BPM.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 4773661 (value 63489692; 0.00% of shares outstanding; change 0.00)
Holder of BPM.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 4751548 (value 63195589; 0.00% of shares outstanding; change 0.21)
Holder of BPM.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 21553922 (value 286667166; 0.01% of shares outstanding; change 0.01)
Holder of BPM.DE: AMERICAN FUNDS GLOBAL BALANCED FUND
Shares held as of 2026-03-31: 6482521 (value 86217530; 0.00% of shares outstanding; change 0.00)
Holder of BPM.DE: Capital Income Builder
Shares held as of 2026-03-31: 18556285 (value 246798594; 0.01% of shares outstanding; change 0.96)
Holder of BPM.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 4509511 (value 68589662; 0.00% of shares outstanding; change -0.69)
Holder of BPM.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 14220673 (value 227744069; 0.01% of shares outstanding; change 0.02)
Holder of BPM.DE: AMERICAN FUNDS GLOBAL BALANCED FUND
Shares held as of 2026-04-30: 6482521 (value 103817569; 0.00% of shares outstanding; change 0.00)
Holder of BPM.DE: Capital Income Builder
Shares held as of 2026-04-30: 18556285 (value 282241095; 0.01% of shares outstanding; change 0.00)
Holder of BPM.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 4773661 (value 76450178; 0.00% of shares outstanding; change 0.00)
Holder of BPM.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 5351184 (value 85699208; 0.00% of shares outstanding; change 0.13)
Holder of BPM.DE: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-04-30: 7452376 (value 99116602; 0.00% of shares outstanding; change 0.00)
Holder of BPM.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 21504551 (value 344395371; 0.01% of shares outstanding; change 0.00)
Holder of BPM.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 8115914 (value 107941657; 0.01% of shares outstanding; change 0.00)
Holder of BPM.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 7688992 (value 102263595; 0.01% of shares outstanding; change 0.03)
Holder of BPM.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 4275239 (value 68467949; 0.00% of shares outstanding; change 0.01)
Holder of BPM.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 8173129 (value 130892655; 0.01% of shares outstanding; change 0.01)
Holder of BPM.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 7826359 (value 125339134; 0.01% of shares outstanding; change 0.02)
Holder of BPM.DE: Capital Income Builder
Shares held as of 2026-06-30: 19785285 (value 316861327; 0.01% of shares outstanding; change 0.07)
Holder of BPM.DE: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-06-30: 7786466 (value 124700248; 0.01% of shares outstanding; change 0.01)
Holder of BPOP: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 797916 (value 118514462; 0.01% of shares outstanding; change -0.14)
Holder of BPOP: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1316628 (value 195558755; 0.02% of shares outstanding; change -0.16)
Holder of BPOP: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 513817 (value 76317238; 0.01% of shares outstanding; change 0.00)
Holder of BPOP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 717410 (value 106556906; 0.01% of shares outstanding; change -0.01)
Holder of BPOP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1513307 (value 224771486; 0.02% of shares outstanding; change -0.01)
Holder of BPOP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 975536 (value 144896360; 0.02% of shares outstanding; change 0.00)
Holder of BPOP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2069347 (value 307360107; 0.03% of shares outstanding; change 0.03)
Holder of BPOP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 643331 (value 102444031; 0.01% of shares outstanding; change 0.00)
Holder of BPOP: Columbia Funds Series Trust-Columbia Select Mid Cap Value Fund
Shares held as of 2026-02-28: 510826 (value 87724146; 0.01% of shares outstanding; change 0.00)
Holder of BPOP: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 723056 (value 124170403; 0.01% of shares outstanding; change -0.09)
Holder of BPOP: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1187813 (value 203983121; 0.02% of shares outstanding; change -0.10)
Holder of BPOP: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 888602 (value 152599617; 0.01% of shares outstanding; change -0.16)