speb/financial-data huggingface dataset:
Holder of DAIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 46137 (value 143947; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 31665 (value 98794; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 25475 (value 100371; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15054 (value 59312; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11134 (value 43867; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 19731 (value 77740; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 25475 (value 79481; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15054 (value 46968; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 11134 (value 34738; 0.00% of shares outstanding; change 0.00)
Holder of DAIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 19731 (value 61560; 0.00% of shares outstanding; change 0.00)
Holder of DAKT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 440270 (value 9104783; 0.01% of shares outstanding; change 0.00)
Holder of DAKT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1219771 (value 25224864; 0.03% of shares outstanding; change -0.04)
Holder of DAKT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 335475 (value 7008072; 0.01% of shares outstanding; change 0.00)
Holder of DAKT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 372819 (value 7788188; 0.01% of shares outstanding; change 0.01)
Holder of DAKT: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 236709 (value 4895142; 0.00% of shares outstanding; change 0.00)
Holder of DAKT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 974271 (value 18978798; 0.02% of shares outstanding; change 0.03)
Holder of DAKT: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 236709 (value 4944850; 0.00% of shares outstanding; change 0.00)
Holder of DAKT: Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF
Shares held as of 2026-03-31: 673155 (value 13113059; 0.01% of shares outstanding; change 1.85)
Holder of DAKT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 465044 (value 9059056; 0.01% of shares outstanding; change 0.06)
Holder of DAKT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1219771 (value 23761138; 0.03% of shares outstanding; change 0.00)
Holder of DAKT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 964370 (value 19943171; 0.02% of shares outstanding; change 0.04)
Holder of DAKT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 279292 (value 5775758; 0.01% of shares outstanding; change 0.04)
Holder of DAKT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1466681 (value 28042941; 0.03% of shares outstanding; change 0.03)
Holder of DAKT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 257487 (value 5015846; 0.01% of shares outstanding; change -0.23)
Holder of DAKT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 391503 (value 7626478; 0.01% of shares outstanding; change 0.05)
Holder of DAKT: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 1223995 (value 23843422; 0.03% of shares outstanding; change 6.55)
Holder of DAKT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 926688 (value 18450357; 0.02% of shares outstanding; change -0.04)
Holder of DAKT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 276097 (value 5497091; 0.01% of shares outstanding; change -0.01)
Holder of DAKT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1463365 (value 29135596; 0.03% of shares outstanding; change 0.00)
Holder of DAKT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 948140 (value 18469766; 0.02% of shares outstanding; change 0.02)
Holder of DAKT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 285355 (value 5558715; 0.01% of shares outstanding; change 0.03)
Holder of DAKT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1503497 (value 29288120; 0.03% of shares outstanding; change 0.03)
Holder of DAL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 16357318 (value 1349151643; 0.02% of shares outstanding; change 0.02)
Holder of DAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 20491457 (value 1690135442; 0.03% of shares outstanding; change 0.00)
Holder of DAL: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 10872942 (value 934203156; 0.02% of shares outstanding; change 1.23)
Holder of DAL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8295586 (value 684219961; 0.01% of shares outstanding; change 0.00)
Holder of DAL: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 8470100 (value 720466685; 0.01% of shares outstanding; change -0.05)
Holder of DAL: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 9441070 (value 803057391; 0.01% of shares outstanding; change 0.00)
Holder of DAL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 16508082 (value 1404177414; 0.03% of shares outstanding; change 0.01)
Holder of DAL: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 14105132 (value 1199782493; 0.02% of shares outstanding; change -0.01)
Holder of DAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 20729823 (value 1763278693; 0.03% of shares outstanding; change 0.01)
Holder of DAL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 14088617 (value 1210493946; 0.02% of shares outstanding; change 0.00)
Holder of DAL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 8324241 (value 715218771; 0.01% of shares outstanding; change 0.00)
Holder of DAL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7772537 (value 645586904; 0.01% of shares outstanding; change 0.03)
Holder of DAL: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 10261942 (value 872880761; 0.02% of shares outstanding; change -0.06)
Holder of DAL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 14088617 (value 1256775105; 0.02% of shares outstanding; change 0.00)
Holder of DAL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8401999 (value 779285407; 0.01% of shares outstanding; change 0.01)
Holder of DAL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 8312639 (value 707073053; 0.01% of shares outstanding; change 0.00)
Holder of DAL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7848515 (value 700126794; 0.01% of shares outstanding; change 0.01)
Holder of DAL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 8558147 (value 727955962; 0.01% of shares outstanding; change 0.02)
Holder of DAL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7889297 (value 671063583; 0.01% of shares outstanding; change 0.01)
Holder of DAL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 14088617 (value 1198377727; 0.02% of shares outstanding; change 0.00)
Holder of DAN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1260197 (value 44623575; 0.01% of shares outstanding; change -0.10)
Holder of DAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2648826 (value 93794928; 0.02% of shares outstanding; change -0.15)
Holder of DAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1709498 (value 60533323; 0.02% of shares outstanding; change -0.14)
Holder of DAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3694976 (value 130839099; 0.03% of shares outstanding; change -0.11)
Holder of DAN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1864856 (value 55628654; 0.02% of shares outstanding; change -0.04)
Holder of DAN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1073669 (value 38018619; 0.01% of shares outstanding; change 0.00)
Holder of DAN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1152760 (value 34386830; 0.01% of shares outstanding; change 0.01)
Holder of DAN: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2026-03-31: 1427000 (value 38628889; 0.01% of shares outstanding; change 0.79)
Holder of DAN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1251325 (value 33873367; 0.01% of shares outstanding; change -0.01)
Holder of DAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2693726 (value 72919161; 0.02% of shares outstanding; change 0.02)
Holder of DAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1715563 (value 46440289; 0.02% of shares outstanding; change 0.00)
Holder of DAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3734417 (value 101090667; 0.03% of shares outstanding; change 0.01)
Holder of DAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2773520 (value 98210342; 0.03% of shares outstanding; change -0.03)
Holder of DAN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 5010772 (value 183143712; 0.05% of shares outstanding; change -0.02)
Holder of DAN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1864856 (value 50481651; 0.02% of shares outstanding; change 0.00)
Holder of DAN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1119419 (value 30302671; 0.01% of shares outstanding; change -0.03)
Holder of DAN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6843822 (value 204151209; 0.06% of shares outstanding; change 0.01)
Holder of DAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2671718 (value 66552494; 0.02% of shares outstanding; change -0.04)
Holder of DAN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 5098316 (value 126999050; 0.05% of shares outstanding; change 0.02)
Holder of DAN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6807064 (value 184267220; 0.06% of shares outstanding; change -0.01)
Holder of DAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2704511 (value 73211111; 0.03% of shares outstanding; change 0.01)
Holder of DAN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 5302832 (value 143547660; 0.05% of shares outstanding; change 0.04)
Holder of DAO: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 14060 (value 156206; 0.00% of shares outstanding; change 0.51)
Holder of DAO: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-01-31: 7159 (value 88055; 0.00% of shares outstanding; change 0.00)
Holder of DAO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 5627 (value 69212; 0.00% of shares outstanding; change 0.00)
Holder of DAO: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 17550 (value 220954; 0.00% of shares outstanding; change 0.16)
Holder of DAO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 13394 (value 168630; 0.00% of shares outstanding; change 0.80)
Holder of DAO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 345764 (value 4252897; 0.01% of shares outstanding; change 0.09)
Holder of DAO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 91064 (value 1120087; 0.00% of shares outstanding; change 0.00)
Holder of DAO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-01-31: 14330 (value 176259; 0.00% of shares outstanding; change 0.00)
Holder of DAO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 369834 (value 4548958; 0.01% of shares outstanding; change 0.00)
Holder of DAO: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 14060 (value 215961; 0.00% of shares outstanding; change 0.00)
Holder of DAO: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 7159 (value 109962; 0.00% of shares outstanding; change 0.00)
Holder of DAO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 6727 (value 84692; 0.00% of shares outstanding; change 0.20)
Holder of DAO: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-04-30: 6923 (value 106337; 0.00% of shares outstanding; change 0.79)
Holder of DAO: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-04-30: 18612 (value 285880; 0.00% of shares outstanding; change 0.06)
Holder of DAO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 15479 (value 237757; 0.00% of shares outstanding; change 0.16)
Holder of DAO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 27045 (value 308312; 0.00% of shares outstanding; change 0.00)
Holder of DAO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 345764 (value 5310934; 0.01% of shares outstanding; change 0.00)
Holder of DAO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 98155 (value 1507660; 0.00% of shares outstanding; change 0.08)
Holder of DAO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 14330 (value 220108; 0.00% of shares outstanding; change 0.00)
Holder of DAO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 369834 (value 5680650; 0.01% of shares outstanding; change 0.00)
Holder of DAO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 25344 (value 368755; 0.00% of shares outstanding; change -0.06)
Holder of DAO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 23744 (value 364707; 0.00% of shares outstanding; change -0.06)
Holder of DAP.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-01-31: 4259581 (value 662151853; 0.01% of shares outstanding; change -0.12)
Holder of DAP.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 4836473 (value 751829713; 0.01% of shares outstanding; change 0.22)
Holder of DAP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8034613 (value 1248980566; 0.01% of shares outstanding; change 0.00)
Holder of DAP.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15987442 (value 2691485958; 0.02% of shares outstanding; change 0.01)
Holder of DAP.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 20209834 (value 3402325677; 0.03% of shares outstanding; change 0.01)
Holder of DAP.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5886277 (value 990954768; 0.01% of shares outstanding; change 0.01)
Holder of DAP.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 5467895 (value 849984261; 0.01% of shares outstanding; change 0.45)
Holder of DAP.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 4551941 (value 707599214; 0.01% of shares outstanding; change -0.01)
Holder of DAP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7520651 (value 1169085174; 0.01% of shares outstanding; change 0.03)
Holder of DAP.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-04-30: 3942773 (value 663765858; 0.01% of shares outstanding; change -0.07)
Holder of DAP.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 4836473 (value 814220259; 0.01% of shares outstanding; change 0.00)
Holder of DAP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8137663 (value 1264999688; 0.01% of shares outstanding; change 0.01)
Holder of DAP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 8051123 (value 1355406606; 0.01% of shares outstanding; change 0.00)
Holder of DAP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 8288867 (value 1395430810; 0.01% of shares outstanding; change 0.02)
Holder of DAP.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 4465957 (value 751843888; 0.01% of shares outstanding; change 0.02)
Holder of DAP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7613308 (value 1281700448; 0.01% of shares outstanding; change 0.00)
Holder of DAP.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 6812102 (value 1146817413; 0.01% of shares outstanding; change 0.03)
Holder of DAR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1706443 (value 100850778; 0.01% of shares outstanding; change 0.01)
Holder of DAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2027683 (value 119836062; 0.01% of shares outstanding; change 0.02)
Holder of DAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3590591 (value 212203922; 0.02% of shares outstanding; change 0.01)
Holder of DAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4981085 (value 294382115; 0.03% of shares outstanding; change 0.05)
Holder of DAR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1997599 (value 106312221; 0.01% of shares outstanding; change 0.00)
Holder of DAR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1163849 (value 61940045; 0.01% of shares outstanding; change 0.00)
Holder of DAR: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 1033468 (value 55001168; 0.01% of shares outstanding; change -0.05)
Holder of DAR: GMO TRUST-GMO Resources Fund
Shares held as of 2026-02-28: 1221133 (value 76320812; 0.01% of shares outstanding; change -0.09)
Holder of DAR: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1077494 (value 63679893; 0.01% of shares outstanding; change -0.07)
Holder of DAR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1765366 (value 110335375; 0.01% of shares outstanding; change 0.03)
Holder of DAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2042347 (value 127646687; 0.01% of shares outstanding; change 0.01)
Holder of DAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3647501 (value 227968812; 0.02% of shares outstanding; change 0.02)
Holder of DAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5039338 (value 314958625; 0.03% of shares outstanding; change 0.01)
Holder of DAR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1704899 (value 107579124; 0.01% of shares outstanding; change 1.00)
Holder of DAR: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1704899 (value 106556187; 0.01% of shares outstanding; change 1.00)
Holder of DAR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1997599 (value 124849937; 0.01% of shares outstanding; change 0.00)
Holder of DAR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1163849 (value 72740562; 0.01% of shares outstanding; change 0.00)
Holder of DAR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1196761 (value 68203411; 0.01% of shares outstanding; change 0.00)
Holder of DAR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5340139 (value 284202204; 0.03% of shares outstanding; change 0.02)
Holder of DAR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1185069 (value 70422724; 0.01% of shares outstanding; change -0.01)
Holder of DAR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5366363 (value 335397687; 0.03% of shares outstanding; change 0.00)
Holder of DAR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1222788 (value 76424250; 0.01% of shares outstanding; change 0.03)
Holder of DARE: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 10222 (value 19217; 0.00% of shares outstanding; change 0.00)
Holder of DARE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 213922 (value 477046; 0.01% of shares outstanding; change 1.64)
Holder of DARE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 240253 (value 535764; 0.02% of shares outstanding; change 0.00)
Holder of DARE: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 10222 (value 13084; 0.00% of shares outstanding; change 0.00)
Holder of DARE: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 200 (value 255; 0.00% of shares outstanding; change 1.00)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 115152 (value 216485; 0.01% of shares outstanding; change 0.57)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7571 (value 14233; 0.00% of shares outstanding; change 0.00)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 16853 (value 31683; 0.00% of shares outstanding; change 0.29)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 15326 (value 28812; 0.00% of shares outstanding; change 0.00)
Holder of DARE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 213922 (value 273820; 0.01% of shares outstanding; change 0.00)
Holder of DARE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 248383 (value 317930; 0.02% of shares outstanding; change 0.03)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 114733 (value 242086; 0.01% of shares outstanding; change 0.00)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7571 (value 15974; 0.00% of shares outstanding; change 0.00)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 16853 (value 35559; 0.00% of shares outstanding; change 0.00)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 15326 (value 32337; 0.00% of shares outstanding; change 0.00)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 78050 (value 99903; 0.01% of shares outstanding; change -0.32)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7571 (value 9690; 0.00% of shares outstanding; change 0.00)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 32473 (value 41565; 0.00% of shares outstanding; change 0.93)
Holder of DARE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 15326 (value 19617; 0.00% of shares outstanding; change 0.00)
Holder of DASH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9425519 (value 1501390858; 0.03% of shares outstanding; change 0.03)
Holder of DASH: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3905591 (value 622121564; 0.01% of shares outstanding; change -0.01)
Holder of DASH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10857457 (value 1729484252; 0.03% of shares outstanding; change 0.02)
Holder of DASH: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 3778278 (value 695732108; 0.01% of shares outstanding; change 0.75)
Holder of DASH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4774072 (value 760461896; 0.01% of shares outstanding; change 0.00)
Holder of DASH: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 6254743 (value 1081507635; 0.02% of shares outstanding; change 0.07)
Holder of DASH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9500717 (value 1642769011; 0.03% of shares outstanding; change 0.01)
Holder of DASH: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 3968156 (value 686133868; 0.01% of shares outstanding; change 0.02)
Holder of DASH: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 7525691 (value 1301267258; 0.02% of shares outstanding; change 0.00)
Holder of DASH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11066205 (value 1913457547; 0.03% of shares outstanding; change 0.02)
Holder of DASH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4790554 (value 824358541; 0.01% of shares outstanding; change 0.00)
Holder of DASH: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 8774668 (value 1321289523; 0.02% of shares outstanding; change 0.02)
Holder of DASH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4480155 (value 674621748; 0.01% of shares outstanding; change 0.03)
Holder of DASH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4835299 (value 928425734; 0.01% of shares outstanding; change 0.01)
Holder of DASH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4783887 (value 827181918; 0.01% of shares outstanding; change 0.00)
Holder of DASH: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 8883672 (value 1635839356; 0.02% of shares outstanding; change 0.01)
Holder of DASH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4523772 (value 871414222; 0.01% of shares outstanding; change 0.01)
Holder of DASH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4925115 (value 851601652; 0.01% of shares outstanding; change 0.02)
Holder of DASH: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 8731521 (value 1509767328; 0.02% of shares outstanding; change -0.02)
Holder of DASH: Investment Co of America
Shares held as of 2026-06-30: 4352577 (value 752604105; 0.01% of shares outstanding; change 1.60)
Holder of DASH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4573635 (value 790827244; 0.01% of shares outstanding; change 0.01)
Holder of DAVA: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 94253 (value 262965; 0.00% of shares outstanding; change 1.00)
Holder of DAVA: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1314766 (value 3668197; 0.03% of shares outstanding; change 1.00)
Holder of DAVA: John Hancock Variable Insurance Trust-Small Company Value Trust
Shares held as of 2025-12-31: 39601 (value 127515; 0.00% of shares outstanding; change 1.00)
Holder of DAVA: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2096783 (value 5850024; 0.05% of shares outstanding; change 1.00)
Holder of DAVA: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 312777 (value 841370; 0.01% of shares outstanding; change -0.07)
Holder of DAVA: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 177107 (value 501212; 0.00% of shares outstanding; change 0.00)
Holder of DAVA: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 84103 (value 223713; 0.00% of shares outstanding; change 0.75)
Holder of DAVA: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 99927 (value 265805; 0.00% of shares outstanding; change 0.06)
Holder of DAVA: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1412455 (value 3757130; 0.03% of shares outstanding; change 0.07)
Holder of DAVA: John Hancock Variable Insurance Trust-Small Company Value Trust
Shares held as of 2026-03-31: 39601 (value 110486; 0.00% of shares outstanding; change 0.00)
Holder of DAVA: NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Value Portfolio
Shares held as of 2026-03-31: 178675 (value 475275; 0.00% of shares outstanding; change 0.00)
Holder of DAVA: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2191468 (value 5829305; 0.05% of shares outstanding; change 0.05)
Holder of DAVA: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 49372 (value 131329; 0.00% of shares outstanding; change 12.12)
Holder of DAVA: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 57290 (value 154110; 0.00% of shares outstanding; change -0.10)
Holder of DAVA: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 288796 (value 768197; 0.01% of shares outstanding; change -0.08)
Holder of DAVA: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 177107 (value 471104; 0.00% of shares outstanding; change 0.00)
Holder of DAVA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 80104 (value 215479; 0.00% of shares outstanding; change 0.00)
Holder of DAVA: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 57290 (value 152391; 0.00% of shares outstanding; change 0.00)
Holder of DAVA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 80024 (value 212863; 0.00% of shares outstanding; change 0.00)
Holder of DAVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 119626 (value 33801522; 0.01% of shares outstanding; change 0.02)
Holder of DAVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 363831 (value 102804086; 0.03% of shares outstanding; change 0.00)
Holder of DAVE: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 133590 (value 53811387; 0.01% of shares outstanding; change 1.00)
Holder of DAVE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 101505 (value 31438128; 0.01% of shares outstanding; change 0.01)
Holder of DAVE: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-02-28: 104124 (value 45858293; 0.01% of shares outstanding; change 0.74)
Holder of DAVE: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 143809 (value 44540523; 0.01% of shares outstanding; change -0.38)
Holder of DAVE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 129200 (value 33365900; 0.01% of shares outstanding; change 1.00)
Holder of DAVE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 92522 (value 26143016; 0.01% of shares outstanding; change 1.92)
Holder of DAVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 123860 (value 49892046; 0.01% of shares outstanding; change 0.04)
Holder of DAVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 367429 (value 148004074; 0.03% of shares outstanding; change 0.01)
Holder of DAVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 254615 (value 71944013; 0.02% of shares outstanding; change 0.00)
Holder of DAVE: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 143809 (value 57927702; 0.01% of shares outstanding; change 0.00)
Holder of DAVE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 130100 (value 52405580; 0.01% of shares outstanding; change 0.01)
Holder of DAVE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 102549 (value 41307762; 0.01% of shares outstanding; change 0.01)
Holder of DAVE: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 99288 (value 30751479; 0.01% of shares outstanding; change 1.00)
Holder of DAVE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 139600 (value 56232275; 0.01% of shares outstanding; change 1.00)
Holder of DAVE: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 537850 (value 216651357; 0.05% of shares outstanding; change 0.00)
Holder of DAVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 245526 (value 95106947; 0.02% of shares outstanding; change -0.04)
Holder of DAVE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 671600 (value 270527194; 0.06% of shares outstanding; change 1.00)
Holder of DAVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 248863 (value 100244504; 0.02% of shares outstanding; change 0.01)
Holder of DB: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 16735445 (value 527333875; 0.01% of shares outstanding; change 0.02)
Holder of DB: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 4420355 (value 159530612; 0.00% of shares outstanding; change 0.01)
Holder of DB: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 25918329 (value 875002743; 0.01% of shares outstanding; change 0.01)
Holder of DB: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 8223645 (value 285031534; 0.00% of shares outstanding; change 0.78)
Holder of DB: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 7508323 (value 264292975; 0.00% of shares outstanding; change -0.35)
Holder of DB: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 6676880 (value 215663218; 0.00% of shares outstanding; change -0.01)
Holder of DB: Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND
Shares held as of 2026-03-31: 4319200 (value 149703471; 0.00% of shares outstanding; change 0.00)
Holder of DB: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 23907989 (value 858296841; 0.01% of shares outstanding; change -0.13)
Holder of DB: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 16928030 (value 586725517; 0.01% of shares outstanding; change 0.01)
Holder of DB: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 6756606 (value 228103007; 0.00% of shares outstanding; change 0.01)
Holder of DB: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 5292163 (value 178663413; 0.00% of shares outstanding; change 1.00)
Holder of DB: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 25605589 (value 887489710; 0.01% of shares outstanding; change -0.01)
Holder of DB: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 12922291 (value 463393363; 0.01% of shares outstanding; change 0.01)
Holder of DB: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 6329477 (value 228430825; 0.00% of shares outstanding; change 0.00)
Holder of DB: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 6828397 (value 236672238; 0.00% of shares outstanding; change 0.01)
Holder of DB: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 5314861 (value 184213081; 0.00% of shares outstanding; change 0.00)
Holder of DB: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 13323349 (value 461787274; 0.01% of shares outstanding; change 0.03)
Holder of DB: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 6480835 (value 224625740; 0.00% of shares outstanding; change 0.02)
Holder of DB: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 4812477 (value 166800452; 0.00% of shares outstanding; change 1.01)
Holder of DB: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 17112603 (value 593122817; 0.01% of shares outstanding; change -0.28)
Holder of DB1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1737706 (value 430951088; 0.01% of shares outstanding; change 0.02)
Holder of DB1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2690952 (value 667356096; 0.01% of shares outstanding; change 0.01)
Holder of DB1.DE: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 1417795 (value 365932898; 0.01% of shares outstanding; change 0.12)
Holder of DB1.DE: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 2033220 (value 524774094; 0.01% of shares outstanding; change -0.02)
Holder of DB1.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 500568 (value 129196603; 0.00% of shares outstanding; change 0.02)
Holder of DB1.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 832586 (value 213891338; 0.00% of shares outstanding; change 0.85)
Holder of DB1.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 692755 (value 171803240; 0.00% of shares outstanding; change 0.01)
Holder of DB1.DE: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 1113040 (value 287275630; 0.01% of shares outstanding; change -0.01)
Holder of DB1.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 2008093 (value 518288815; 0.01% of shares outstanding; change -0.04)
Holder of DB1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1779749 (value 459353227; 0.01% of shares outstanding; change 0.02)
Holder of DB1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2692049 (value 694817863; 0.01% of shares outstanding; change 0.00)
Holder of DB1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1346709 (value 333983832; 0.01% of shares outstanding; change 0.01)
Holder of DB1.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 656071 (value 162705608; 0.00% of shares outstanding; change 0.01)
Holder of DB1.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 708371 (value 182830559; 0.00% of shares outstanding; change 0.01)
Holder of DB1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1350603 (value 348590642; 0.01% of shares outstanding; change 0.00)
Holder of DB1.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 659502 (value 170217470; 0.00% of shares outstanding; change 0.01)
Holder of DBCA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7190 (value 71684; 0.00% of shares outstanding; change 1.00)
Holder of DBCA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 997000; 0.00% of shares outstanding; change 1.00)
Holder of DBCA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9306 (value 92780; 0.00% of shares outstanding; change 0.29)
Holder of DBCA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9306 (value 92780; 0.00% of shares outstanding; change 0.00)
Holder of DBD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 385990 (value 31319228; 0.01% of shares outstanding; change -0.01)
Holder of DBD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 741830 (value 60192085; 0.02% of shares outstanding; change -0.02)
Holder of DBD: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 367779 (value 32853698; 0.01% of shares outstanding; change 0.03)
Holder of DBD: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 467547 (value 37936763; 0.01% of shares outstanding; change -0.02)
Holder of DBD: AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund
Shares held as of 2026-03-31: 532940 (value 45656968; 0.02% of shares outstanding; change 0.00)
Holder of DBD: AMERICAN HIGH INCOME TRUST
Shares held as of 2026-03-31: 5827734 (value 520591488; 0.17% of shares outstanding; change 0.01)
Holder of DBD: American Funds Multi-Sector Income Fund
Shares held as of 2026-03-31: 419100 (value 35271457; 0.01% of shares outstanding; change 0.00)
Holder of DBD: Income Fund of America
Shares held as of 2026-03-31: 4521627 (value 374752433; 0.13% of shares outstanding; change 0.00)
Holder of DBD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 392183 (value 35033708; 0.01% of shares outstanding; change 0.02)
Holder of DBD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 706564 (value 63117363; 0.02% of shares outstanding; change -0.05)
Holder of DBD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 603171 (value 48941294; 0.02% of shares outstanding; change -0.02)
Holder of DBD: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 459947 (value 39120792; 0.01% of shares outstanding; change -0.02)
Holder of DBD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 630184 (value 51133129; 0.02% of shares outstanding; change 0.06)
Holder of DBD: Income Fund of America
Shares held as of 2026-04-30: 4521627 (value 403916948; 0.13% of shares outstanding; change 0.00)
Holder of DBD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2143887 (value 177685348; 0.06% of shares outstanding; change 1.00)
Holder of DBD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 582654 (value 49036162; 0.02% of shares outstanding; change -0.03)
Holder of DBD: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 440347 (value 39336198; 0.01% of shares outstanding; change -0.04)
Holder of DBD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 643751 (value 54178086; 0.02% of shares outstanding; change 0.02)
Holder of DBD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2131932 (value 190445489; 0.06% of shares outstanding; change -0.01)
Holder of DBD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 591480 (value 52836909; 0.02% of shares outstanding; change 0.02)
Holder of DBD: AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund
Shares held as of 2026-06-30: 532940 (value 47607531; 0.02% of shares outstanding; change 0.00)
Holder of DBD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 642364 (value 57382377; 0.02% of shares outstanding; change 0.00)
Holder of DBG.V: -LOGIQ Contrarian Opportunities ETF
Shares held as of 2026-05-31: 231922 (value 475440; 0.00% of shares outstanding; change 1.00)
Holder of DBGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 70694 (value 34208; 0.02% of shares outstanding; change 1.00)
Holder of DBGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7947 (value 3845; 0.00% of shares outstanding; change 1.00)
Holder of DBGI: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 6010 (value 2908; 0.00% of shares outstanding; change 1.00)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 49437 (value 42515; 0.01% of shares outstanding; change 0.47)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3338 (value 2870; 0.00% of shares outstanding; change 0.00)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11923 (value 10253; 0.00% of shares outstanding; change 0.27)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 10919 (value 9390; 0.00% of shares outstanding; change 0.00)
Holder of DBGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 70694 (value 911952; 0.02% of shares outstanding; change 0.00)
Holder of DBGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 239455 (value 3088969; 0.05% of shares outstanding; change 29.13)
Holder of DBGI: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 6010 (value 77528; 0.00% of shares outstanding; change 0.00)
Holder of DBGI: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 15924 (value 205419; 0.00% of shares outstanding; change 1.00)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 49257 (value 37090; 0.01% of shares outstanding; change 0.00)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3338 (value 2513; 0.00% of shares outstanding; change 0.00)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11923 (value 8978; 0.00% of shares outstanding; change 0.00)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 10919 (value 8222; 0.00% of shares outstanding; change 0.00)
Holder of DBGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 45832 (value 591232; 0.01% of shares outstanding; change -0.07)