speb/financial-data huggingface dataset:
Holder of ZS3.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 4941751 (value 115933473; 0.01% of shares outstanding; change 0.35)
Holder of ZS3.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4389712 (value 90076892; 0.01% of shares outstanding; change 0.01)
Holder of ZS3.DE: Fidelity Investment Trust-Fidelity Diversified International Fund
Shares held as of 2026-05-31: 3272036 (value 76761961; 0.01% of shares outstanding; change 0.00)
Holder of ZS3.DE: Fidelity Investment Trust-Fidelity Overseas Fund
Shares held as of 2026-05-31: 2969563 (value 69665945; 0.00% of shares outstanding; change 0.00)
Holder of ZS3.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 7780885 (value 182539554; 0.01% of shares outstanding; change 0.00)
Holder of ZS3.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4441766 (value 104203826; 0.01% of shares outstanding; change 0.01)
Holder of ZS3.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 9448604 (value 221664241; 0.02% of shares outstanding; change 0.00)
Holder of ZSQR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 42366 (value 394427; 0.00% of shares outstanding; change 0.34)
Holder of ZSQR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 268093 (value 2495945; 0.01% of shares outstanding; change 1.00)
Holder of ZSQR: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 2783 (value 25909; 0.00% of shares outstanding; change 1.00)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27434 (value 276534; 0.00% of shares outstanding; change 0.24)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2719 (value 27407; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6557 (value 66094; 0.00% of shares outstanding; change 0.23)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6214 (value 62637; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 63199 (value 332426; 0.00% of shares outstanding; change 0.49)
Holder of ZSQR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 254749 (value 1339979; 0.01% of shares outstanding; change -0.05)
Holder of ZSQR: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 2783 (value 14638; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 27334 (value 457297; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3782 (value 63272; 0.00% of shares outstanding; change 0.39)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6557 (value 109698; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6214 (value 103960; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 25344 (value 133309; 0.00% of shares outstanding; change -0.07)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3782 (value 19893; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6557 (value 34489; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 6214 (value 32685; 0.00% of shares outstanding; change 0.00)
Holder of ZSQR: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 28368 (value 149215; 0.00% of shares outstanding; change 1.00)
Holder of ZSQR: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 20070 (value 105568; 0.00% of shares outstanding; change 1.00)
Holder of ZSQR: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 2291 (value 12050; 0.00% of shares outstanding; change 1.00)
Holder of ZSQR: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 1804 (value 9119; 0.00% of shares outstanding; change 1.00)
Holder of ZSQR: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 1524 (value 7703; 0.00% of shares outstanding; change 1.00)
Holder of ZSTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5909 (value 27417; 0.00% of shares outstanding; change 0.00)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 17460 (value 83048; 0.01% of shares outstanding; change 1.77)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 423 (value 2011; 0.00% of shares outstanding; change 0.00)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2282 (value 10854; 0.00% of shares outstanding; change 1.64)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1489 (value 7082; 0.00% of shares outstanding; change 1.90)
Holder of ZSTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 25440 (value 36888; 0.01% of shares outstanding; change 3.31)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 17396 (value 70279; 0.01% of shares outstanding; change 0.00)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 423 (value 1708; 0.00% of shares outstanding; change 0.00)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2282 (value 9219; 0.00% of shares outstanding; change 0.00)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1489 (value 6015; 0.00% of shares outstanding; change 0.00)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16976 (value 24615; 0.01% of shares outstanding; change -0.02)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 423 (value 613; 0.00% of shares outstanding; change 0.00)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2282 (value 3308; 0.00% of shares outstanding; change 0.00)
Holder of ZSTK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1489 (value 2159; 0.00% of shares outstanding; change 0.00)
Holder of ZT1A.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 712194 (value 161668038; 0.02% of shares outstanding; change 0.03)
Holder of ZT1A.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 628222 (value 135695952; 0.01% of shares outstanding; change -0.03)
Holder of ZT1A.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 715732 (value 154598112; 0.02% of shares outstanding; change -0.08)
Holder of ZT1A.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1249778 (value 283699606; 0.03% of shares outstanding; change -0.02)
Holder of ZT1A.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1134271 (value 257479517; 0.02% of shares outstanding; change -0.01)
Holder of ZT1A.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 722286 (value 163958922; 0.02% of shares outstanding; change -0.03)
Holder of ZT1A.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1562793 (value 354754011; 0.03% of shares outstanding; change -0.01)
Holder of ZT1A.DE: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 580000 (value 131660000; 0.01% of shares outstanding; change 0.06)
Holder of ZT1A.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 789973 (value 170634168; 0.02% of shares outstanding; change -0.03)
Holder of ZT1A.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 581771 (value 125662536; 0.01% of shares outstanding; change 0.03)
Holder of ZT1A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 636025 (value 137381400; 0.01% of shares outstanding; change 0.00)
Holder of ZT1A.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 629513 (value 142899451; 0.01% of shares outstanding; change 0.00)
Holder of ZT1A.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 787613 (value 181938603; 0.02% of shares outstanding; change 0.00)
Holder of ZT1A.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 910621 (value 206710967; 0.02% of shares outstanding; change 0.11)
Holder of ZT1A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 647973 (value 147089871; 0.01% of shares outstanding; change 0.02)
Holder of ZT1A.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 839583 (value 190585341; 0.02% of shares outstanding; change 0.07)
Holder of ZT8.DE: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 3076039 (value 53080130; 0.01% of shares outstanding; change 0.05)
Holder of ZT8.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 7678669 (value 132503116; 0.02% of shares outstanding; change 0.03)
Holder of ZT8.DE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2991200 (value 51616148; 0.01% of shares outstanding; change 1.00)
Holder of ZT8.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3694419 (value 63750896; 0.01% of shares outstanding; change 0.04)
Holder of ZT8.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4586600 (value 79146371; 0.01% of shares outstanding; change 1.02)
Holder of ZT8.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8205721 (value 141597925; 0.02% of shares outstanding; change 1.03)
Holder of ZT8.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11321136 (value 195357528; 0.02% of shares outstanding; change 0.01)
Holder of ZT8.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3410026 (value 58843410; 0.01% of shares outstanding; change 0.15)
Holder of ZT8.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 8254644 (value 142442141; 0.02% of shares outstanding; change 0.02)
Holder of ZT8.DE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 2654663 (value 45808866; 0.01% of shares outstanding; change -0.01)
Holder of ZTEK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 53854 (value 26442; 0.00% of shares outstanding; change 0.00)
Holder of ZTEK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 53854 (value 22236; 0.00% of shares outstanding; change 0.00)
Holder of ZTEK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 53854 (value 28628; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: SCM Trust-ICON Natural Resources and Infrastructure Fund
Shares held as of 2025-12-31: 200000 (value 4424000; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1047004 (value 23034088; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-01-31: 244606 (value 5381332; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: Steward Funds Inc-Steward Global Equity Income Fund
Shares held as of 2026-01-31: 373742 (value 8222324; 0.00% of shares outstanding; change -0.01)
Holder of ZTO: VANGUARD TRTEES' Eqy. Fd.-Vanguard Emerging Markets Select Stock Fd.
Shares held as of 2026-01-31: 265929 (value 5850438; 0.00% of shares outstanding; change 0.22)
Holder of ZTO: Mercer Funds-Mercer Non-US Core Equity Fund
Shares held as of 2026-03-31: 159396 (value 3822316; 0.00% of shares outstanding; change 1.00)
Holder of ZTO: SCM Trust-ICON Natural Resources and Infrastructure Fund
Shares held as of 2026-03-31: 240000 (value 5755199; 0.00% of shares outstanding; change 0.20)
Holder of ZTO: Advisors Series Trust-Pzena Emerging Markets Value Fund
Shares held as of 2026-04-30: 1378959 (value 30474994; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 780784 (value 17255326; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: Brown Advisory Funds-Brown Advisory Emerging Markets Select Fund
Shares held as of 2026-04-30: 278744 (value 6160242; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1047004 (value 25107155; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-04-30: 244606 (value 5865651; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 720495 (value 15850890; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: Steward Funds Inc-Steward Global Equity Income Fund
Shares held as of 2026-04-30: 380111 (value 9115061; 0.00% of shares outstanding; change 0.02)
Holder of ZTO: VANGUARD TRTEES' Eqy. Fd.-Vanguard Emerging Markets Select Stock Fd.
Shares held as of 2026-04-30: 280021 (value 6714903; 0.00% of shares outstanding; change 0.05)
Holder of ZTO: Advisors Series Trust-Pzena Emerging Markets Value Fund
Shares held as of 2026-05-31: 1378959 (value 32860592; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 780784 (value 17177248; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: Brown Advisory Funds-Brown Advisory Emerging Markets Select Fund
Shares held as of 2026-05-31: 278744 (value 6642469; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 720495 (value 17234240; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: Advisors Series Trust-Pzena Emerging Markets Value Fund
Shares held as of 2026-06-30: 1378959 (value 33067436; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 780784 (value 18723199; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: Brown Advisory Funds-Brown Advisory Emerging Markets Select Fund
Shares held as of 2026-06-30: 278744 (value 6684280; 0.00% of shares outstanding; change 0.00)
Holder of ZTO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 709274 (value 17008390; 0.00% of shares outstanding; change -0.02)
Holder of ZTR: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 6 (value 40; 0.00% of shares outstanding; change -1.00)
Holder of ZTR: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 12 (value 80; 0.00% of shares outstanding; change -1.00)
Holder of ZTR: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 66 (value 440; 0.00% of shares outstanding; change -1.00)
Holder of ZTR: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 387535 (value 2639113; 0.01% of shares outstanding; change 1.00)
Holder of ZTR: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 851803 (value 5800778; 0.02% of shares outstanding; change -0.08)
Holder of ZTR: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 66 (value 449; 0.00% of shares outstanding; change 0.00)
Holder of ZTS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11111216 (value 863230398; 0.03% of shares outstanding; change 0.02)
Holder of ZTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12479627 (value 969542252; 0.03% of shares outstanding; change -0.01)
Holder of ZTS: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-01-31: 3920147 (value 308554766; 0.01% of shares outstanding; change -0.36)
Holder of ZTS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5390895 (value 418818645; 0.01% of shares outstanding; change -0.04)
Holder of ZTS: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 4675498 (value 352298767; 0.01% of shares outstanding; change 0.44)
Holder of ZTS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 10723762 (value 808035450; 0.03% of shares outstanding; change -0.03)
Holder of ZTS: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 2889669 (value 217736554; 0.01% of shares outstanding; change 0.74)
Holder of ZTS: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8204685 (value 618223002; 0.02% of shares outstanding; change 0.90)
Holder of ZTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12069923 (value 909468679; 0.03% of shares outstanding; change -0.03)
Holder of ZTS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5409519 (value 425783235; 0.01% of shares outstanding; change 0.00)
Holder of ZTS: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 3054187 (value 240395055; 0.01% of shares outstanding; change -0.01)
Holder of ZTS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5032749 (value 396681274; 0.01% of shares outstanding; change 0.03)
Holder of ZTS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5460023 (value 429758405; 0.01% of shares outstanding; change 0.01)
Holder of ZTS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5401979 (value 407039109; 0.01% of shares outstanding; change 0.00)
Holder of ZTS: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-05-31: 2937216 (value 221936033; 0.01% of shares outstanding; change -0.04)
Holder of ZTS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5081994 (value 383995454; 0.01% of shares outstanding; change 0.01)
Holder of ZTS: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-05-31: 2452324 (value 185297595; 0.01% of shares outstanding; change -0.03)
Holder of ZTS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5561375 (value 419049597; 0.01% of shares outstanding; change 0.02)
Holder of ZTS: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 2972182 (value 223953909; 0.01% of shares outstanding; change 0.01)
Holder of ZTS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5066941 (value 381793996; 0.01% of shares outstanding; change 0.00)
Holder of ZTS: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 2932648 (value 220975022; 0.01% of shares outstanding; change 0.20)
Holder of ZUMZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 141581 (value 3487139; 0.01% of shares outstanding; change -0.04)
Holder of ZUMZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 428569 (value 10555654; 0.02% of shares outstanding; change -0.09)
Holder of ZUMZ: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 200024 (value 3558427; 0.01% of shares outstanding; change -0.35)
Holder of ZUMZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 235280 (value 4185631; 0.01% of shares outstanding; change -0.04)
Holder of ZUMZ: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 114984 (value 2045565; 0.01% of shares outstanding; change -0.11)
Holder of ZUMZ: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 241475 (value 4573536; 0.01% of shares outstanding; change -0.02)
Holder of ZUMZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 128552 (value 2286940; 0.01% of shares outstanding; change 0.01)
Holder of ZUMZ: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 339167 (value 6423823; 0.02% of shares outstanding; change 0.24)
Holder of ZUMZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 151795 (value 2874997; 0.01% of shares outstanding; change 0.07)
Holder of ZUMZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 428569 (value 8117097; 0.03% of shares outstanding; change 0.00)
Holder of ZUMZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 330075 (value 8129746; 0.02% of shares outstanding; change 0.02)
Holder of ZUMZ: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 151504 (value 2852820; 0.01% of shares outstanding; change 0.50)
Holder of ZUMZ: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 207224 (value 3924822; 0.01% of shares outstanding; change 0.04)
Holder of ZUMZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 240376 (value 4552721; 0.01% of shares outstanding; change 0.02)
Holder of ZUMZ: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 115661 (value 2190619; 0.01% of shares outstanding; change 0.01)
Holder of ZUMZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 128241 (value 2428884; 0.01% of shares outstanding; change 0.00)
Holder of ZUMZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 317136 (value 5641849; 0.02% of shares outstanding; change -0.04)
Holder of ZUMZ: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 196594 (value 3497407; 0.01% of shares outstanding; change 0.30)
Holder of ZUMZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 320157 (value 6063773; 0.02% of shares outstanding; change 0.01)
Holder of ZUMZ: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 232400 (value 4401656; 0.01% of shares outstanding; change 0.18)
Holder of ZURA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 370302 (value 1592298; 0.00% of shares outstanding; change 0.08)
Holder of ZURA: ALPS ETF TRUST-ALPS Medical Breakthroughs ETF
Shares held as of 2026-02-28: 57952 (value 303088; 0.00% of shares outstanding; change 1.00)
Holder of ZURA: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 85348 (value 446370; 0.00% of shares outstanding; change -0.28)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 232130 (value 819418; 0.00% of shares outstanding; change 0.27)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 58689 (value 207172; 0.00% of shares outstanding; change 0.43)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 65934 (value 232747; 0.00% of shares outstanding; change 0.34)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 70671 (value 249468; 0.00% of shares outstanding; change 0.08)
Holder of ZURA: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 509657 (value 2191525; 0.01% of shares outstanding; change 0.00)
Holder of ZURA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 486850 (value 2546225; 0.01% of shares outstanding; change 0.31)
Holder of ZURA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 130048 (value 459069; 0.00% of shares outstanding; change 0.15)
Holder of ZURA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 30066 (value 106132; 0.00% of shares outstanding; change -0.11)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 231285 (value 867318; 0.00% of shares outstanding; change 0.00)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 58689 (value 220083; 0.00% of shares outstanding; change 0.00)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 65934 (value 247252; 0.00% of shares outstanding; change 0.00)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 77980 (value 292425; 0.00% of shares outstanding; change 0.10)
Holder of ZURA: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 509657 (value 1911213; 0.01% of shares outstanding; change 0.00)
Holder of ZURA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 133440 (value 500400; 0.00% of shares outstanding; change 0.03)
Holder of ZURA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 25846 (value 96922; 0.00% of shares outstanding; change -0.14)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 224587 (value 1174590; 0.00% of shares outstanding; change -0.03)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 58689 (value 306943; 0.00% of shares outstanding; change 0.00)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 65934 (value 344834; 0.00% of shares outstanding; change 0.00)
Holder of ZURA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 77980 (value 407835; 0.00% of shares outstanding; change 0.00)
Holder of ZURA: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 509657 (value 2665506; 0.01% of shares outstanding; change 0.00)
Holder of ZURA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 131696 (value 688770; 0.00% of shares outstanding; change -0.01)
Holder of ZURA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 40148 (value 205156; 0.00% of shares outstanding; change 0.55)
Holder of ZURA: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 48418 (value 253226; 0.00% of shares outstanding; change 1.00)
Holder of ZURN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1344016 (value 741628012; 0.01% of shares outstanding; change 0.02)
Holder of ZURN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2079036 (value 1197940568; 0.01% of shares outstanding; change 0.01)
Holder of ZURN.SW: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 525213 (value 327943010; 0.00% of shares outstanding; change 0.00)
Holder of ZURN.SW: Capital Income Builder
Shares held as of 2026-03-31: 827893 (value 477031956; 0.01% of shares outstanding; change -0.05)
Holder of ZURN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 538392 (value 297084699; 0.00% of shares outstanding; change 0.01)
Holder of ZURN.SW: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 443329 (value 244628936; 0.00% of shares outstanding; change 0.17)
Holder of ZURN.SW: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 541927 (value 299035311; 0.00% of shares outstanding; change 0.14)
Holder of ZURN.SW: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 557045 (value 347039035; 0.00% of shares outstanding; change -0.14)
Holder of ZURN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1444843 (value 900137189; 0.01% of shares outstanding; change 0.08)
Holder of ZURN.SW: Capital Income Builder
Shares held as of 2026-04-30: 827893 (value 516936409; 0.01% of shares outstanding; change 0.00)
Holder of ZURN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 544806 (value 313917223; 0.00% of shares outstanding; change 0.01)
Holder of ZURN.SW: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-04-30: 439919 (value 253481333; 0.00% of shares outstanding; change -0.01)
Holder of ZURN.SW: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 584582 (value 336836155; 0.00% of shares outstanding; change 0.08)
Holder of ZURN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2185641 (value 1361654343; 0.01% of shares outstanding; change 0.05)
Holder of ZURN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1040674 (value 599636371; 0.01% of shares outstanding; change 0.01)
Holder of ZURN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 510118 (value 293929997; 0.00% of shares outstanding; change 0.01)
Holder of ZURN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 550561 (value 342999503; 0.00% of shares outstanding; change 0.01)
Holder of ZURN.SW: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 441899 (value 275303077; 0.00% of shares outstanding; change 0.00)
Holder of ZURN.SW: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 604799 (value 376789777; 0.00% of shares outstanding; change 0.03)
Holder of ZURN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1076586 (value 670713078; 0.01% of shares outstanding; change 0.03)
Holder of ZURN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 534200 (value 332806600; 0.00% of shares outstanding; change 0.05)
Holder of ZURN.SW: Capital Income Builder
Shares held as of 2026-06-30: 827893 (value 515777339; 0.01% of shares outstanding; change 0.00)
Holder of ZURN.SW: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 525213 (value 327207699; 0.00% of shares outstanding; change 0.00)
Holder of ZVIA: Meridian Fund Inc-MERIDIAN CONTRARIAN FUND
Shares held as of 2025-12-31: 812763 (value 1259782; 0.01% of shares outstanding; change -0.32)
Holder of ZVIA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 377632 (value 585329; 0.01% of shares outstanding; change -0.09)
Holder of ZVIA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1163145 (value 1802874; 0.02% of shares outstanding; change 0.09)
Holder of ZVIA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 537180 (value 821885; 0.01% of shares outstanding; change 0.00)
Holder of ZVIA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 274849 (value 412273; 0.00% of shares outstanding; change 0.66)
Holder of ZVIA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 194082 (value 273655; 0.00% of shares outstanding; change 0.07)
Holder of ZVIA: Meridian Fund Inc-Meridian Contrarian Fund
Shares held as of 2026-03-31: 1062763 (value 1594144; 0.01% of shares outstanding; change 0.31)
Holder of ZVIA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 377632 (value 566448; 0.01% of shares outstanding; change 0.00)
Holder of ZVIA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1163145 (value 1744717; 0.02% of shares outstanding; change 0.00)
Holder of ZVIA: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 250000 (value 375000; 0.00% of shares outstanding; change 1.00)
Holder of ZVIA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 142544 (value 200987; 0.00% of shares outstanding; change -0.01)
Holder of ZVIA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1291773 (value 2002248; 0.02% of shares outstanding; change 0.02)
Holder of ZVIA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 193376 (value 295865; 0.00% of shares outstanding; change 0.00)
Holder of ZVIA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 535728 (value 803592; 0.01% of shares outstanding; change 0.00)
Holder of ZVIA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 143482 (value 219527; 0.00% of shares outstanding; change 0.01)
Holder of ZVIA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1241152 (value 1898962; 0.02% of shares outstanding; change -0.04)
Holder of ZVIA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 449223 (value 687311; 0.01% of shares outstanding; change 0.00)
Holder of ZVIA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 193376 (value 290064; 0.00% of shares outstanding; change 0.00)
Holder of ZVIA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 141606 (value 212409; 0.00% of shares outstanding; change -0.01)
Holder of ZVIA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1252971 (value 1879456; 0.02% of shares outstanding; change 0.01)
Holder of ZVIA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 444591 (value 666886; 0.01% of shares outstanding; change -0.01)
Holder of ZVRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 619724 (value 7182601; 0.14% of shares outstanding; change 0.07)
Holder of ZVRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1675306 (value 19416796; 0.39% of shares outstanding; change 0.00)
Holder of ZVRA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 544980 (value 7444426; 0.13% of shares outstanding; change 0.01)
Holder of ZVRA: Fidelity Contrafund
Shares held as of 2026-03-31: 1874133 (value 21721201; 0.43% of shares outstanding; change 0.05)
Holder of ZVRA: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-03-31: 402908 (value 4669703; 0.09% of shares outstanding; change 0.03)
Holder of ZVRA: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 310937 (value 2961674; 0.07% of shares outstanding; change 0.16)
Holder of ZVRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 639953 (value 6095552; 0.15% of shares outstanding; change 0.03)
Holder of ZVRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1769506 (value 16854543; 0.41% of shares outstanding; change 0.06)
Holder of ZVRA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 413742 (value 4795269; 0.10% of shares outstanding; change -0.01)
Holder of ZVRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1350725 (value 15654902; 0.31% of shares outstanding; change 0.02)
Holder of ZVRA: Fidelity Contrafund
Shares held as of 2026-04-30: 2454673 (value 33530832; 0.57% of shares outstanding; change 0.31)
Holder of ZVRA: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-04-30: 531616 (value 7261874; 0.12% of shares outstanding; change 0.32)
Holder of ZVRA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 550570 (value 5244179; 0.13% of shares outstanding; change 0.01)
Holder of ZVRA: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-04-30: 350539 (value 4788362; 0.08% of shares outstanding; change 0.08)
Holder of ZVRA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 407722 (value 5569482; 0.09% of shares outstanding; change -0.01)
Holder of ZVRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1323327 (value 18076646; 0.31% of shares outstanding; change -0.02)
Holder of ZVRA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 455517 (value 6222362; 0.11% of shares outstanding; change 0.00)
Holder of ZVRA: Fidelity Contrafund
Shares held as of 2026-05-31: 2454673 (value 23380759; 0.57% of shares outstanding; change 0.00)
Holder of ZVRA: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-05-31: 527500 (value 5024437; 0.12% of shares outstanding; change -0.01)
Holder of ZVRA: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-05-31: 351816 (value 4696743; 0.08% of shares outstanding; change 0.00)
Holder of ZVRA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 411539 (value 3919908; 0.10% of shares outstanding; change 0.01)
Holder of ZVRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1335888 (value 12724332; 0.31% of shares outstanding; change 0.01)
Holder of ZVRA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 450821 (value 4294069; 0.10% of shares outstanding; change -0.01)
Holder of ZVRA: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 369377 (value 3518315; 0.09% of shares outstanding; change 0.05)
Holder of ZWS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1616297 (value 76321546; 0.01% of shares outstanding; change 0.00)
Holder of ZWS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1603271 (value 75353737; 0.01% of shares outstanding; change 0.00)
Holder of ZWS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3606697 (value 169514759; 0.02% of shares outstanding; change -0.04)
Holder of ZWS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2326179 (value 109330413; 0.01% of shares outstanding; change -0.04)
Holder of ZWS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5014753 (value 235693391; 0.03% of shares outstanding; change 0.00)
Holder of ZWS: Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund
Shares held as of 2025-12-31: 1709295 (value 80336865; 0.01% of shares outstanding; change -0.14)
Holder of ZWS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1469171 (value 73429165; 0.01% of shares outstanding; change 0.01)
Holder of ZWS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1752948 (value 84807626; 0.01% of shares outstanding; change 0.08)
Holder of ZWS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1657753 (value 80202091; 0.01% of shares outstanding; change 0.03)
Holder of ZWS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3654229 (value 176791602; 0.02% of shares outstanding; change 0.01)
Holder of ZWS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2326639 (value 112562797; 0.01% of shares outstanding; change 0.00)
Holder of ZWS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5055867 (value 244602850; 0.03% of shares outstanding; change 0.01)
Holder of ZWS: Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund
Shares held as of 2026-03-31: 1480326 (value 71618173; 0.01% of shares outstanding; change -0.13)
Holder of ZWS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3667637 (value 172378939; 0.02% of shares outstanding; change 0.00)
Holder of ZWS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1485357 (value 71861573; 0.01% of shares outstanding; change 0.01)
Holder of ZWS: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1626527 (value 76804606; 0.01% of shares outstanding; change -0.03)
Holder of ZWS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9045298 (value 452083989; 0.05% of shares outstanding; change 0.01)
Holder of ZWS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3536201 (value 176739324; 0.02% of shares outstanding; change -0.04)
Holder of ZWS: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1674373 (value 81006167; 0.01% of shares outstanding; change 0.03)
Holder of ZWS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 9006516 (value 435735253; 0.05% of shares outstanding; change 0.00)
Holder of ZWS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3592170 (value 173789188; 0.02% of shares outstanding; change 0.02)
Holder of ZX6.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 13640854 (value 976685125; 0.05% of shares outstanding; change 0.41)
Holder of ZX6.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 723121 (value 51775462; 0.00% of shares outstanding; change 0.11)
Holder of ZX6.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1715274 (value 122813615; 0.01% of shares outstanding; change 0.02)
Holder of ZX6.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2663057 (value 190674877; 0.01% of shares outstanding; change 0.01)
Holder of ZX6.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 16126033 (value 1314594156; 0.06% of shares outstanding; change 0.18)
Holder of ZX6.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 682234 (value 55615713; 0.00% of shares outstanding; change -0.06)
Holder of ZX6.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 1360751 (value 110928416; 0.01% of shares outstanding; change 1.00)
Holder of ZX6.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 635100 (value 45473159; 0.00% of shares outstanding; change 0.01)
Holder of ZX6.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 673799 (value 48244007; 0.00% of shares outstanding; change 0.00)
Holder of ZX6.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 466449 (value 33397747; 0.00% of shares outstanding; change 0.76)
Holder of ZX6.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1761748 (value 143617691; 0.01% of shares outstanding; change 0.03)
Holder of ZX6.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Global ESG Select Stock Fund
Shares held as of 2026-04-30: 505263 (value 41189038; 0.00% of shares outstanding; change 0.30)
Holder of ZX6.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2660837 (value 216911423; 0.01% of shares outstanding; change 0.00)
Holder of ZX6.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1236359 (value 88523302; 0.00% of shares outstanding; change 0.02)
Holder of ZX6.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 601046 (value 43034892; 0.00% of shares outstanding; change 0.00)
Holder of ZX6.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 454361 (value 32532246; 0.00% of shares outstanding; change 0.02)
Holder of ZX6.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 649484 (value 52945933; 0.00% of shares outstanding; change 0.01)
Holder of ZX6.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 694779 (value 56638381; 0.00% of shares outstanding; change 0.00)
Holder of ZX6.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1216427 (value 99163124; 0.00% of shares outstanding; change -0.01)
Holder of ZX6.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 607448 (value 49519158; 0.00% of shares outstanding; change 0.01)
Holder of ZYBT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 29068 (value 25114; 0.00% of shares outstanding; change 0.00)
Holder of ZYBT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 29068 (value 21801; 0.00% of shares outstanding; change 0.00)
Holder of ZYBT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 29068 (value 50287; 0.00% of shares outstanding; change 0.00)
Holder of ZYME: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1651313 (value 41497494; 0.03% of shares outstanding; change 0.08)
Holder of ZYME: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 249939 (value 5783588; 0.00% of shares outstanding; change 0.00)
Holder of ZYME: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 419900 (value 9716485; 0.01% of shares outstanding; change -0.02)
Holder of ZYME: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 221682 (value 5067650; 0.00% of shares outstanding; change 0.13)
Holder of ZYME: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 487281 (value 11275682; 0.01% of shares outstanding; change 0.01)
Holder of ZYME: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 369100 (value 8540973; 0.01% of shares outstanding; change 0.00)
Holder of ZYME: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 246923 (value 5644659; 0.00% of shares outstanding; change 0.01)
Holder of ZYME: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1651313 (value 37749016; 0.03% of shares outstanding; change 0.00)
Holder of ZYME: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 529981 (value 13318422; 0.01% of shares outstanding; change -0.03)
Holder of ZYME: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1218223 (value 30613942; 0.02% of shares outstanding; change 0.01)
Holder of ZYME: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 249939 (value 5713605; 0.00% of shares outstanding; change 0.00)
Holder of ZYME: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 492553 (value 11259761; 0.01% of shares outstanding; change 0.01)