speb/financial-data huggingface dataset:
Holder of OBE: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 68183 (value 621488; 0.00% of shares outstanding; change 0.31)
Holder of OBE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 197871 (value 1803594; 0.00% of shares outstanding; change 0.12)
Holder of OBE: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 60947 (value 555531; 0.00% of shares outstanding; change 0.00)
Holder of OBE: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 51250 (value 566825; 0.00% of shares outstanding; change 0.00)
Holder of OBE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1076100 (value 11901666; 0.02% of shares outstanding; change 0.02)
Holder of OBE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 298824 (value 3164546; 0.00% of shares outstanding; change 0.00)
Holder of OBE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 279586 (value 2960815; 0.00% of shares outstanding; change 0.15)
Holder of OBE: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 329425 (value 3488610; 0.00% of shares outstanding; change 0.00)
Holder of OBE: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 62298 (value 659735; 0.00% of shares outstanding; change 0.00)
Holder of OBE: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 68183 (value 722057; 0.00% of shares outstanding; change 0.00)
Holder of OBE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 204991 (value 2170854; 0.00% of shares outstanding; change 0.04)
Holder of OBE: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 60947 (value 645428; 0.00% of shares outstanding; change 0.00)
Holder of OBE: FINANCIAL INVESTORS TRUST-ALPS/CoreCommodity Natural Resources ETF
Shares held as of 2026-04-30: 52900 (value 482183; 0.00% of shares outstanding; change 1.00)
Holder of OBE: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-04-30: 343871 (value 3803213; 0.01% of shares outstanding; change -0.03)
Holder of OBE: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 58700 (value 621633; 0.00% of shares outstanding; change 2.54)
Holder of OBE: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 51250 (value 474062; 0.00% of shares outstanding; change 0.00)
Holder of OBE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1105777 (value 10079157; 0.02% of shares outstanding; change 0.03)
Holder of OBE: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-05-31: 330704 (value 3187986; 0.01% of shares outstanding; change -0.04)
Holder of OBE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1217078 (value 12888856; 0.02% of shares outstanding; change 0.10)
Holder of OBE: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-06-30: 639226 (value 6769403; 0.01% of shares outstanding; change 0.93)
Holder of OBE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 298824 (value 3860806; 0.00% of shares outstanding; change 0.18)
Holder of OBE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 242086 (value 3127751; 0.00% of shares outstanding; change 0.14)
Holder of OBE.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 329425 (value 4256171; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 62298 (value 804890; 0.00% of shares outstanding; change 0.08)
Holder of OBE.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 68183 (value 880924; 0.00% of shares outstanding; change 0.31)
Holder of OBE.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 197871 (value 2556493; 0.00% of shares outstanding; change 0.12)
Holder of OBE.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 60947 (value 787435; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 51250 (value 820000; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1076100 (value 17217600; 0.02% of shares outstanding; change 0.02)
Holder of OBE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 298824 (value 4461442; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 279586 (value 4174219; 0.00% of shares outstanding; change 0.15)
Holder of OBE.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 329425 (value 4918315; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 62298 (value 930109; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 68183 (value 1017972; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 204991 (value 3060515; 0.00% of shares outstanding; change 0.04)
Holder of OBE.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 60947 (value 909938; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: FINANCIAL INVESTORS TRUST-ALPS/CoreCommodity Natural Resources ETF
Shares held as of 2026-04-30: 52900 (value 683468; 0.00% of shares outstanding; change 1.00)
Holder of OBE.TO: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-04-30: 343871 (value 5501936; 0.01% of shares outstanding; change -0.03)
Holder of OBE.TO: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 58700 (value 876391; 0.00% of shares outstanding; change 2.54)
Holder of OBE.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 51250 (value 686237; 0.00% of shares outstanding; change 0.00)
Holder of OBE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1105777 (value 14286638; 0.02% of shares outstanding; change 0.03)
Holder of OBE.TO: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-05-31: 330704 (value 4461196; 0.01% of shares outstanding; change -0.04)
Holder of OBE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1217078 (value 18170974; 0.02% of shares outstanding; change 0.10)
Holder of OBE.TO: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-06-30: 639226 (value 9543644; 0.01% of shares outstanding; change 0.93)
Holder of OBIO: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 258756 (value 1009148; 0.00% of shares outstanding; change -0.08)
Holder of OBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 392894 (value 1536215; 0.01% of shares outstanding; change 0.21)
Holder of OBIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 941363 (value 3680729; 0.02% of shares outstanding; change 0.04)
Holder of OBIO: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 206130 (value 770926; 0.00% of shares outstanding; change -0.02)
Holder of OBIO: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 181156 (value 677523; 0.00% of shares outstanding; change 0.01)
Holder of OBIO: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 63500 (value 237490; 0.00% of shares outstanding; change 1.54)
Holder of OBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 217187 (value 847029; 0.00% of shares outstanding; change 0.05)
Holder of OBIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 72838 (value 284068; 0.00% of shares outstanding; change 0.00)
Holder of OBIO: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 219387 (value 820507; 0.00% of shares outstanding; change 1.00)
Holder of OBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 426758 (value 1596074; 0.01% of shares outstanding; change 0.09)
Holder of OBIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1727963 (value 6462581; 0.03% of shares outstanding; change 0.84)
Holder of OBIO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 100807 (value 393147; 0.00% of shares outstanding; change -0.05)
Holder of OBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 216397 (value 889391; 0.00% of shares outstanding; change 0.00)
Holder of OBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 59022 (value 242580; 0.00% of shares outstanding; change 0.00)
Holder of OBIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 72838 (value 299364; 0.00% of shares outstanding; change 0.00)
Holder of OBIO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 101470 (value 417041; 0.00% of shares outstanding; change 0.01)
Holder of OBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 205715 (value 769374; 0.00% of shares outstanding; change -0.05)
Holder of OBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 59022 (value 235497; 0.00% of shares outstanding; change 0.00)
Holder of OBIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 72838 (value 272414; 0.00% of shares outstanding; change 0.00)
Holder of OBIO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 103620 (value 387538; 0.00% of shares outstanding; change 0.02)
Holder of OBIO: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 65110 (value 243511; 0.00% of shares outstanding; change 1.00)
Holder of OBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 315400 (value 15031963; 0.01% of shares outstanding; change 0.03)
Holder of OBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 947912 (value 45177485; 0.03% of shares outstanding; change 0.01)
Holder of OBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 258471 (value 12865394; 0.01% of shares outstanding; change 0.00)
Holder of OBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 289927 (value 14431116; 0.01% of shares outstanding; change 0.01)
Holder of OBK: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 303226 (value 16258977; 0.01% of shares outstanding; change 0.00)
Holder of OBK: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 254776 (value 13054722; 0.01% of shares outstanding; change 0.17)
Holder of OBK: ROYCE FUND-Royce Small-Cap Total Return Fund
Shares held as of 2026-03-31: 369432 (value 19808943; 0.01% of shares outstanding; change -0.11)
Holder of OBK: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 267629 (value 14350266; 0.01% of shares outstanding; change 0.00)
Holder of OBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 324333 (value 17390735; 0.01% of shares outstanding; change 0.03)
Holder of OBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 973106 (value 52177942; 0.03% of shares outstanding; change 0.03)
Holder of OBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 735838 (value 35070038; 0.02% of shares outstanding; change 0.00)
Holder of OBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 522507 (value 25111687; 0.02% of shares outstanding; change 0.00)
Holder of OBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 288939 (value 15492908; 0.01% of shares outstanding; change 0.12)
Holder of OBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 292453 (value 15681329; 0.01% of shares outstanding; change 0.01)
Holder of OBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 259943 (value 12492860; 0.01% of shares outstanding; change 0.05)
Holder of OBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 707009 (value 35191374; 0.02% of shares outstanding; change -0.04)
Holder of OBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 521493 (value 25957314; 0.02% of shares outstanding; change 0.00)
Holder of OBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 713740 (value 38270738; 0.02% of shares outstanding; change 0.01)
Holder of OBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 519711 (value 27866903; 0.02% of shares outstanding; change 0.00)
Holder of OBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 278475 (value 14931829; 0.01% of shares outstanding; change 0.16)
Holder of OBM.AX: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 8717282 (value 12247780; 0.00% of shares outstanding; change 0.01)
Holder of OBM.AX: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2025-12-31: 22111174 (value 31066198; 0.01% of shares outstanding; change 0.00)
Holder of OBM.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 11033168 (value 15501600; 0.01% of shares outstanding; change 0.02)
Holder of OBM.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 5890121 (value 8275619; 0.00% of shares outstanding; change 0.19)
Holder of OBM.AX: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-01-31: 59797630 (value 73551086; 0.03% of shares outstanding; change -0.22)
Holder of OBM.AX: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 32257692 (value 39676961; 0.02% of shares outstanding; change 0.00)
Holder of OBM.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 17024405 (value 20940018; 0.01% of shares outstanding; change 0.00)
Holder of OBM.AX: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 11562896 (value 12141040; 0.01% of shares outstanding; change 0.33)
Holder of OBM.AX: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2026-03-31: 22111174 (value 23216731; 0.01% of shares outstanding; change 0.00)
Holder of OBM.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 12805508 (value 13445782; 0.01% of shares outstanding; change 0.16)
Holder of OBM.AX: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-04-30: 67547630 (value 70925008; 0.04% of shares outstanding; change 0.13)
Holder of OBM.AX: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 32257692 (value 33870575; 0.02% of shares outstanding; change 0.00)
Holder of OBM.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 19483189 (value 20457347; 0.01% of shares outstanding; change 0.14)
Holder of OBM.AX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 35234093 (value 49503899; 0.02% of shares outstanding; change -0.02)
Holder of OBM.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 9373591 (value 11529517; 0.00% of shares outstanding; change 0.01)
Holder of OBM.AX: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-04-30: 9308097 (value 11448959; 0.00% of shares outstanding; change -0.07)
Holder of OBM.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 7449497 (value 9162881; 0.00% of shares outstanding; change 0.38)
Holder of OBM.AX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 34480508 (value 38618169; 0.02% of shares outstanding; change -0.02)
Holder of OBM.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 9957316 (value 10455181; 0.01% of shares outstanding; change 0.06)
Holder of OBM.AX: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-05-31: 8851369 (value 9293937; 0.00% of shares outstanding; change -0.05)
Holder of OBM.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 9784580 (value 10273808; 0.01% of shares outstanding; change 0.31)
Holder of OBM.AX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 34184566 (value 35893792; 0.02% of shares outstanding; change -0.01)
Holder of OBT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 119081 (value 4063043; 0.03% of shares outstanding; change 0.16)
Holder of OBT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 309612 (value 10563961; 0.07% of shares outstanding; change 0.00)
Holder of OBT: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 266708 (value 10052224; 0.06% of shares outstanding; change -0.02)
Holder of OBT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 113880 (value 4156620; 0.03% of shares outstanding; change 0.01)
Holder of OBT: BlackRock Funds-BLACKROCK ADVANTAGE SMALL CAP GROWTH FUND
Shares held as of 2026-03-31: 69334 (value 2613198; 0.02% of shares outstanding; change -0.02)
Holder of OBT: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 123187 (value 4296762; 0.03% of shares outstanding; change 0.00)
Holder of OBT: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 161591 (value 5636294; 0.04% of shares outstanding; change 0.00)
Holder of OBT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 113399 (value 4274008; 0.03% of shares outstanding; change -0.05)
Holder of OBT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 337803 (value 12731794; 0.08% of shares outstanding; change 0.09)
Holder of OBT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 305916 (value 10437853; 0.07% of shares outstanding; change 0.02)
Holder of OBT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 71438 (value 2437464; 0.02% of shares outstanding; change 0.00)
Holder of OBT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 209179 (value 7296163; 0.05% of shares outstanding; change 0.08)
Holder of OBT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 115100 (value 4338118; 0.03% of shares outstanding; change 0.01)
Holder of OBT: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 123187 (value 4496325; 0.03% of shares outstanding; change 0.00)
Holder of OBT: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 161591 (value 5898071; 0.04% of shares outstanding; change 0.00)
Holder of OBT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 293885 (value 10726802; 0.07% of shares outstanding; change -0.04)
Holder of OBT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 70628 (value 2577922; 0.02% of shares outstanding; change -0.01)
Holder of OBT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 231756 (value 8459094; 0.05% of shares outstanding; change 0.11)
Holder of OBT: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 123187 (value 4642917; 0.03% of shares outstanding; change 0.00)
Holder of OBT: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 161591 (value 6090364; 0.04% of shares outstanding; change 0.00)
Holder of OBT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 296694 (value 11182396; 0.07% of shares outstanding; change 0.01)
Holder of OBT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 71222 (value 2684357; 0.02% of shares outstanding; change 0.01)
Holder of OBT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 254362 (value 9586903; 0.06% of shares outstanding; change 0.10)
Holder of OC: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 1225952 (value 154249280; 0.02% of shares outstanding; change 0.13)
Holder of OC: T. Rowe Price Value Fund, Inc.
Shares held as of 2025-12-31: 936995 (value 117892710; 0.01% of shares outstanding; change 0.03)
Holder of OC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 886057 (value 111483691; 0.01% of shares outstanding; change -0.01)
Holder of OC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1865416 (value 234706640; 0.02% of shares outstanding; change -0.06)
Holder of OC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1202587 (value 151309495; 0.01% of shares outstanding; change -0.05)
Holder of OC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2580601 (value 324691217; 0.03% of shares outstanding; change -0.02)
Holder of OC: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 604379 (value 86027304; 0.01% of shares outstanding; change 0.15)
Holder of OC: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 687500 (value 97858747; 0.01% of shares outstanding; change 1.00)
Holder of OC: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1128227 (value 160591827; 0.01% of shares outstanding; change 0.01)
Holder of OC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 917769 (value 130635236; 0.01% of shares outstanding; change 0.04)
Holder of OC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1853548 (value 263834015; 0.02% of shares outstanding; change -0.01)
Holder of OC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1180262 (value 167998488; 0.01% of shares outstanding; change -0.02)
Holder of OC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2546441 (value 362460402; 0.03% of shares outstanding; change -0.01)
Holder of OC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 2606848 (value 310736273; 0.03% of shares outstanding; change 0.21)
Holder of OC: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 621827 (value 74121776; 0.01% of shares outstanding; change 0.00)
Holder of OC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2776756 (value 355813512; 0.03% of shares outstanding; change 0.02)
Holder of OC: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 2683505 (value 381970091; 0.03% of shares outstanding; change 0.03)
Holder of OC: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 615753 (value 88268196; 0.01% of shares outstanding; change -0.01)
Holder of OC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2788247 (value 396879067; 0.03% of shares outstanding; change 0.00)
Holder of OC: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 619595 (value 88193150; 0.01% of shares outstanding; change 0.01)
Holder of OCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 63969 (value 889169; 0.01% of shares outstanding; change 0.00)
Holder of OCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 142353 (value 1978706; 0.02% of shares outstanding; change 0.00)
Holder of OCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 27967 (value 617930; 0.00% of shares outstanding; change 0.00)
Holder of OCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 24376 (value 538587; 0.00% of shares outstanding; change 0.07)
Holder of OCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 55859 (value 1234204; 0.01% of shares outstanding; change -0.11)
Holder of OCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 31202 (value 689408; 0.00% of shares outstanding; change -0.46)
Holder of OCC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 16577 (value 366268; 0.00% of shares outstanding; change -0.11)
Holder of OCC: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 35668 (value 513975; 0.00% of shares outstanding; change 0.00)
Holder of OCC: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 12600 (value 181565; 0.00% of shares outstanding; change 0.00)
Holder of OCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 33361 (value 410340; 0.00% of shares outstanding; change 0.03)
Holder of OCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 63969 (value 921793; 0.01% of shares outstanding; change 0.00)
Holder of OCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 142353 (value 2051306; 0.02% of shares outstanding; change 0.00)
Holder of OCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 27967 (value 403004; 0.00% of shares outstanding; change 0.00)
Holder of OCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 42076 (value 606315; 0.00% of shares outstanding; change 0.73)
Holder of OCC: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 22733 (value 327582; 0.00% of shares outstanding; change 1.02)
Holder of OCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 33240 (value 734437; 0.00% of shares outstanding; change 0.00)
Holder of OCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 31314 (value 451234; 0.00% of shares outstanding; change -0.06)
Holder of OCC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9422 (value 135771; 0.00% of shares outstanding; change 0.00)
Holder of OCC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11558 (value 166550; 0.00% of shares outstanding; change 0.00)
Holder of OCCI: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 430167 (value 1075417; 0.04% of shares outstanding; change 0.05)
Holder of OCCI: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 301684 (value 705940; 0.01% of shares outstanding; change 1.00)
Holder of OCCI: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 392323 (value 918035; 0.01% of shares outstanding; change -0.09)
Holder of OCCIN: High Income Securities Fund
Shares held as of 2026-02-28: 60000 (value 1487124; 0.04% of shares outstanding; change 0.00)
Holder of OCDO.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5593673 (value 1124328273; 0.01% of shares outstanding; change 0.03)
Holder of OCDO.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8669041 (value 1511013872; 0.01% of shares outstanding; change 0.01)
Holder of OCDO.L: VANGUARD WHITEHALL Fd.S-Vanguard Advice Select Intl Growth Fd.
Shares held as of 2026-01-31: 4749284 (value 827800215; 0.01% of shares outstanding; change 0.08)
Holder of OCDO.L: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 30959031 (value 5114431826; 0.04% of shares outstanding; change -0.09)
Holder of OCDO.L: Baillie Gifford Funds-Baillie Gifford International Growth Fund
Shares held as of 2026-03-31: 4289903 (value 708691962; 0.01% of shares outstanding; change -0.14)
Holder of OCDO.L: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 53616025 (value 8857367166; 0.06% of shares outstanding; change 0.00)
Holder of OCDO.L: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 5665595 (value 935956276; 0.01% of shares outstanding; change -0.26)
Holder of OCDO.L: NEW ECONOMY FUND
Shares held as of 2026-03-31: 6670548 (value 1101974509; 0.01% of shares outstanding; change 0.00)
Holder of OCDO.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5711943 (value 943612966; 0.01% of shares outstanding; change 0.02)
Holder of OCDO.L: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-04-30: 3352761 (value 673904961; 0.00% of shares outstanding; change -0.01)
Holder of OCDO.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8669041 (value 1432125546; 0.01% of shares outstanding; change 0.00)
Holder of OCDO.L: VANGUARD WHITEHALL Fd.S-Vanguard Advice Select Intl Growth Fd.
Shares held as of 2026-04-30: 4975237 (value 821909137; 0.01% of shares outstanding; change 0.05)
Holder of OCDO.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4084807 (value 711981872; 0.00% of shares outstanding; change 0.00)
Holder of OCDO.L: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-05-31: 3352761 (value 553876106; 0.00% of shares outstanding; change 0.00)
Holder of OCDO.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4112952 (value 679459657; 0.00% of shares outstanding; change 0.01)
Holder of OCFC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 970500 (value 18235695; 0.02% of shares outstanding; change 1.00)
Holder of OCFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 619519 (value 11640762; 0.01% of shares outstanding; change 0.02)
Holder of OCFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1730465 (value 32515438; 0.03% of shares outstanding; change 0.00)
Holder of OCFC: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-01-31: 644500 (value 11691229; 0.01% of shares outstanding; change 1.00)
Holder of OCFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 707340 (value 12937249; 0.01% of shares outstanding; change 0.00)
Holder of OCFC: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 794004 (value 15530717; 0.01% of shares outstanding; change -0.14)
Holder of OCFC: AIM Growth Series -Invesco Main Street Small Cap Fd.
Shares held as of 2026-03-31: 793722 (value 15525201; 0.01% of shares outstanding; change -0.03)
Holder of OCFC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 969036 (value 18954343; 0.02% of shares outstanding; change 0.00)
Holder of OCFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 637058 (value 12460854; 0.01% of shares outstanding; change 0.03)
Holder of OCFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1730465 (value 33847894; 0.03% of shares outstanding; change 0.00)
Holder of OCFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1388693 (value 26093542; 0.02% of shares outstanding; change -0.01)
Holder of OCFC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 990946 (value 17975759; 0.02% of shares outstanding; change 0.00)
Holder of OCFC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 779453 (value 15246100; 0.01% of shares outstanding; change 0.10)
Holder of OCFC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 866988 (value 15727161; 0.02% of shares outstanding; change 0.05)
Holder of OCFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1334440 (value 24406908; 0.02% of shares outstanding; change -0.04)
Holder of OCFC: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-05-31: 698456 (value 13347494; 0.01% of shares outstanding; change -0.01)
Holder of OCFC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 990230 (value 18111307; 0.02% of shares outstanding; change 0.00)
Holder of OCFC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 804085 (value 15366064; 0.01% of shares outstanding; change -0.07)
Holder of OCFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1347107 (value 26349412; 0.02% of shares outstanding; change 0.01)
Holder of OCFC: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-06-30: 724078 (value 14162965; 0.01% of shares outstanding; change 0.04)
Holder of OCFC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 917677 (value 17949761; 0.02% of shares outstanding; change -0.07)
Holder of OCFC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1146678 (value 22429021; 0.02% of shares outstanding; change 0.43)
Holder of OCG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-02-28: 14 (value 24; 0.00% of shares outstanding; change 0.00)
Holder of OCGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3412649 (value 4709455; 0.01% of shares outstanding; change 0.04)
Holder of OCGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9801994 (value 13526751; 0.03% of shares outstanding; change 0.10)
Holder of OCGN: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 939571 (value 1136880; 0.00% of shares outstanding; change -0.01)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1751384 (value 2241771; 0.01% of shares outstanding; change 0.07)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 501236 (value 641582; 0.00% of shares outstanding; change 0.11)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 582856 (value 746055; 0.00% of shares outstanding; change 0.00)
Holder of OCGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3665453 (value 4435198; 0.01% of shares outstanding; change 0.07)
Holder of OCGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9801994 (value 11860413; 0.03% of shares outstanding; change 0.00)
Holder of OCGN: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 645821 (value 891232; 0.00% of shares outstanding; change -0.42)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1745011 (value 2399390; 0.01% of shares outstanding; change 0.00)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 501236 (value 689199; 0.00% of shares outstanding; change 0.00)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 603719 (value 830113; 0.00% of shares outstanding; change 0.04)
Holder of OCGN: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 2562620 (value 3280153; 0.01% of shares outstanding; change 0.00)
Holder of OCGN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 5689862 (value 7055428; 0.02% of shares outstanding; change 0.09)
Holder of OCGN: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 652607 (value 897334; 0.00% of shares outstanding; change 0.01)
Holder of OCGN: iShares Trust-iShares Genomics Immunology and Healthcare ETF
Shares held as of 2026-04-30: 548690 (value 754448; 0.00% of shares outstanding; change 0.11)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1704694 (value 2062679; 0.01% of shares outstanding; change -0.02)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 501236 (value 606495; 0.00% of shares outstanding; change 0.00)
Holder of OCGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 603719 (value 730500; 0.00% of shares outstanding; change 0.00)
Holder of OCGN: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 2526843 (value 3714459; 0.01% of shares outstanding; change -0.01)
Holder of OCGN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 5816802 (value 8550699; 0.02% of shares outstanding; change 0.02)
Holder of OCGN: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 654289 (value 791689; 0.00% of shares outstanding; change 0.00)
Holder of OCGN: iShares Trust-iShares Genomics Immunology and Healthcare ETF
Shares held as of 2026-05-31: 548690 (value 663914; 0.00% of shares outstanding; change 0.00)
Holder of OCGN: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 1818215 (value 2200040; 0.01% of shares outstanding; change -0.28)
Holder of OCGN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 13934698 (value 16860985; 0.04% of shares outstanding; change 1.40)
Holder of OCI.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 900518 (value 3283288; 0.00% of shares outstanding; change 0.00)
Holder of OCI.AS: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 1822154 (value 6592553; 0.01% of shares outstanding; change 0.00)
Holder of OCI.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 240654 (value 870686; 0.00% of shares outstanding; change 0.00)
Holder of OCI.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 362200 (value 1310439; 0.00% of shares outstanding; change 0.00)
Holder of OCI.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1486007 (value 5376373; 0.01% of shares outstanding; change 0.00)
Holder of OCI.AS: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 403508 (value 1646312; 0.00% of shares outstanding; change 0.44)
Holder of OCI.AS: Thornburg Income Builder Opportunities Trust
Shares held as of 2026-03-31: 279469 (value 1140233; 0.00% of shares outstanding; change 0.00)
Holder of OCI.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 948281 (value 3868986; 0.00% of shares outstanding; change 0.05)
Holder of OCI.AS: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 1822154 (value 7434388; 0.01% of shares outstanding; change 0.00)
Holder of OCI.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 249151 (value 1016536; 0.00% of shares outstanding; change 0.04)
Holder of OCI.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 421280 (value 1718822; 0.00% of shares outstanding; change 0.16)
Holder of OCI.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1486007 (value 6062908; 0.01% of shares outstanding; change 0.00)
Holder of OCI.AS: VanEck ETF Trust-VanEck Agribusiness ETF
Shares held as of 2026-04-30: 483953 (value 1764492; 0.00% of shares outstanding; change 0.05)
Holder of OCI.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 741471 (value 2682642; 0.00% of shares outstanding; change 0.01)
Holder of OCI.AS: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 408449 (value 1477768; 0.00% of shares outstanding; change 0.00)
Holder of OCI.AS: VanEck ETF Trust-VanEck Agribusiness ETF
Shares held as of 2026-05-31: 411599 (value 1679323; 0.00% of shares outstanding; change -0.15)
Holder of OCI.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 747581 (value 3050130; 0.00% of shares outstanding; change 0.01)
Holder of OCI.AS: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 378504 (value 1544296; 0.00% of shares outstanding; change -0.07)
Holder of OCN.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 4515387 (value 290700602; 0.02% of shares outstanding; change 0.00)
Holder of OCN.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4017729 (value 258661381; 0.01% of shares outstanding; change -0.01)
Holder of OCN.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7994514 (value 560255555; 0.03% of shares outstanding; change -0.01)
Holder of OCN.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7155648 (value 501467824; 0.03% of shares outstanding; change -0.01)
Holder of OCN.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4556708 (value 319334104; 0.02% of shares outstanding; change -0.02)
Holder of OCN.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9855124 (value 690647107; 0.03% of shares outstanding; change -0.02)
Holder of OCN.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 5155511 (value 361298220; 0.02% of shares outstanding; change 0.14)
Holder of OCN.DE: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 14160505 (value 911653273; 0.05% of shares outstanding; change 0.36)
Holder of OCN.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3742023 (value 240911430; 0.01% of shares outstanding; change 0.03)
Holder of OCN.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 3447079 (value 241571302; 0.01% of shares outstanding; change 0.07)
Holder of OCN.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4069291 (value 261980943; 0.01% of shares outstanding; change 0.01)
Holder of OCN.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 3512360 (value 226125727; 0.01% of shares outstanding; change 0.00)
Holder of OCN.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4025993 (value 282141596; 0.01% of shares outstanding; change 0.00)
Holder of OCN.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4145099 (value 290488545; 0.01% of shares outstanding; change 0.02)
Holder of OCN.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 3495428 (value 244959600; 0.01% of shares outstanding; change 0.00)
Holder of OCN.DE: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 11965848 (value 838566649; 0.04% of shares outstanding; change -0.14)
Holder of OCS: abrdn Healthcare Investors
Shares held as of 2025-12-31: 579536 (value 13158364; 0.01% of shares outstanding; change 0.42)
Holder of OCS: abrdn Healthcare Opportunities Fund
Shares held as of 2025-12-31: 569796 (value 12937218; 0.01% of shares outstanding; change 0.34)
Holder of OCS: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 253740 (value 5761166; 0.00% of shares outstanding; change 0.49)
Holder of OCS: abrdn World Healthcare Fund
Shares held as of 2025-12-31: 343874 (value 7807659; 0.01% of shares outstanding; change 0.38)
Holder of OCS: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-01-31: 109990 (value 1287982; 0.00% of shares outstanding; change 2.36)
Holder of OCS: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD HEALTHCARE FUND
Shares held as of 2026-01-31: 187112 (value 2191081; 0.00% of shares outstanding; change 0.00)
Holder of OCS: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 105659 (value 1237266; 0.00% of shares outstanding; change 0.00)
Holder of OCS: ALPS ETF TRUST-ALPS Medical Breakthroughs ETF
Shares held as of 2026-02-28: 50955 (value 596683; 0.00% of shares outstanding; change 1.00)
Holder of OCS: HARTFORD SERIES FUND INC-HARTFORD SMALL COMPANY HLS FUND
Shares held as of 2026-03-31: 45414 (value 509090; 0.00% of shares outstanding; change 1.00)
Holder of OCS: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 430000 (value 4785900; 0.01% of shares outstanding; change 1.00)
Holder of OCS: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 66667 (value 742003; 0.00% of shares outstanding; change -0.33)
Holder of OCS: abrdn Healthcare Investors
Shares held as of 2026-03-31: 600688 (value 6685657; 0.01% of shares outstanding; change 0.04)
Holder of OCS: abrdn Healthcare Opportunities Fund
Shares held as of 2026-03-31: 592229 (value 6591508; 0.01% of shares outstanding; change 0.04)
Holder of OCS: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 262714 (value 2924006; 0.00% of shares outstanding; change 0.04)
Holder of OCS: abrdn World Healthcare Fund
Shares held as of 2026-03-31: 355412 (value 3955735; 0.01% of shares outstanding; change 0.03)
Holder of OCS: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-04-30: 109990 (value 1224188; 0.00% of shares outstanding; change 0.00)
Holder of OCS: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD HEALTHCARE FUND
Shares held as of 2026-04-30: 109845 (value 1222574; 0.00% of shares outstanding; change -0.41)
Holder of OCS: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD SMALL COMPANY FUND
Shares held as of 2026-04-30: 69223 (value 770451; 0.00% of shares outstanding; change 1.00)
Holder of OCS: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 105659 (value 1175984; 0.00% of shares outstanding; change 0.00)
Holder of OCSL: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 18231 (value 212938; 0.00% of shares outstanding; change 1.00)