speb/financial-data huggingface dataset:
Holder of IHS: Northern Lights Fund Trust IV-Inspire Fidelis Multi Factor ETF
Shares held as of 2026-02-28: 207765 (value 1709905; 0.00% of shares outstanding; change 1.00)
Holder of IHS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1121436 (value 9229417; 0.00% of shares outstanding; change 0.31)
Holder of IHS: Hussman Investment Trust-Hussman Strategic Market Cycle Fund
Shares held as of 2026-03-31: 100000 (value 822999; 0.00% of shares outstanding; change 0.00)
Holder of IHS: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 133715 (value 1100474; 0.00% of shares outstanding; change -0.29)
Holder of IHS: abrdn Global Infrastructure Income Fund
Shares held as of 2026-03-31: 1250500 (value 10291614; 0.00% of shares outstanding; change 0.00)
Holder of IHS: New York Life Investments ETF Trust-NYLI Merger Arbitrage ETF
Shares held as of 2026-04-30: 396264 (value 3312766; 0.00% of shares outstanding; change 0.09)
Holder of IHS: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 343343 (value 2825712; 0.00% of shares outstanding; change 0.14)
Holder of IHS: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-04-30: 200200 (value 1647645; 0.00% of shares outstanding; change -0.09)
Holder of IHS: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 187289 (value 1517040; 0.00% of shares outstanding; change 0.02)
Holder of IHS: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 101615 (value 828162; 0.00% of shares outstanding; change -0.08)
Holder of IHS: New York Life Investments ETF Trust-NYLI Merger Arbitrage ETF
Shares held as of 2026-05-31: 403910 (value 3344374; 0.00% of shares outstanding; change 0.03)
Holder of IHS: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 198799 (value 1636115; 0.00% of shares outstanding; change 0.07)
Holder of IHS: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 124199 (value 1022157; 0.00% of shares outstanding; change 0.22)
Holder of IHS: New York Life Investments ETF Trust-NYLI Merger Arbitrage ETF
Shares held as of 2026-06-30: 401493 (value 3304287; 0.00% of shares outstanding; change -0.01)
Holder of IHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 35317 (value 54388; 0.00% of shares outstanding; change 0.00)
Holder of IHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 15089 (value 21577; 0.00% of shares outstanding; change 0.00)
Holder of IHT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3050 (value 4361; 0.00% of shares outstanding; change 0.00)
Holder of IHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 35317 (value 58979; 0.00% of shares outstanding; change 0.00)
Holder of IHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 15089 (value 23086; 0.00% of shares outstanding; change 0.00)
Holder of IHT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3050 (value 4666; 0.00% of shares outstanding; change 0.00)
Holder of IHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 15089 (value 25198; 0.00% of shares outstanding; change 0.00)
Holder of IHT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3050 (value 5093; 0.00% of shares outstanding; change 0.00)
Holder of IIF: HC Capital Trust-The Emerging Markets Portfolio
Shares held as of 2025-12-31: 7864 (value 172221; 0.00% of shares outstanding; change 0.08)
Holder of IIF: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 144096 (value 3041866; 0.02% of shares outstanding; change -0.37)
Holder of IIF: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 15050 (value 338022; 0.00% of shares outstanding; change 0.39)
Holder of IIF: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 59062 (value 1316492; 0.01% of shares outstanding; change -0.13)
Holder of IIF: HC Capital Trust-The Emerging Markets Portfolio
Shares held as of 2026-03-31: 21793 (value 485765; 0.00% of shares outstanding; change 1.77)
Holder of IIF: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 16594 (value 369880; 0.00% of shares outstanding; change 0.10)
Holder of III: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 366142 (value 1651300; 0.01% of shares outstanding; change -0.01)
Holder of III: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1371652 (value 6186150; 0.03% of shares outstanding; change -0.01)
Holder of III: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 277136 (value 1105772; 0.01% of shares outstanding; change -0.16)
Holder of III: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 285815 (value 1140401; 0.01% of shares outstanding; change 0.00)
Holder of III: FundVantage Trust-Private Capital Management Value Fund
Shares held as of 2026-01-31: 369774 (value 1475398; 0.01% of shares outstanding; change 0.00)
Holder of III: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 350747 (value 1399480; 0.01% of shares outstanding; change 0.01)
Holder of III: Themes ETF Trust-Themes Generative Artificial Intelligence ETF
Shares held as of 2026-03-31: 310400 (value 1198143; 0.01% of shares outstanding; change 1.00)
Holder of III: Unified Series Trust-Crawford Small Cap Dividend Fund
Shares held as of 2026-03-31: 669683 (value 2839455; 0.01% of shares outstanding; change 0.02)
Holder of III: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 381738 (value 1473508; 0.01% of shares outstanding; change 0.04)
Holder of III: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1371652 (value 5294576; 0.03% of shares outstanding; change 0.00)
Holder of III: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 982421 (value 4430718; 0.02% of shares outstanding; change 0.02)
Holder of III: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 299886 (value 1157559; 0.01% of shares outstanding; change 0.08)
Holder of III: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 239943 (value 926179; 0.01% of shares outstanding; change -0.16)
Holder of III: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 357615 (value 1380393; 0.01% of shares outstanding; change 0.02)
Holder of III: FundVantage Trust-Private Capital Management Value Fund
Shares held as of 2026-04-30: 369774 (value 1427327; 0.01% of shares outstanding; change 0.00)
Holder of III: Unified Series Trust-Crawford Small Cap Dividend Fund
Shares held as of 2026-04-30: 669683 (value 2672035; 0.01% of shares outstanding; change 0.00)
Holder of III: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 242288 (value 966729; 0.01% of shares outstanding; change 0.00)
Holder of III: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 944058 (value 3766791; 0.02% of shares outstanding; change -0.04)
Holder of III: Unified Series Trust-Crawford Small Cap Dividend Fund
Shares held as of 2026-05-31: 669683 (value 2584976; 0.01% of shares outstanding; change 0.00)
Holder of III: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 953015 (value 3678637; 0.02% of shares outstanding; change 0.01)
Holder of III: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 251806 (value 971971; 0.01% of shares outstanding; change 0.04)
Holder of III.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 9085662 (value 19797657498; 0.01% of shares outstanding; change 0.04)
Holder of III.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 14005837 (value 31415092391; 0.01% of shares outstanding; change 0.02)
Holder of III.L: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 4268229 (value 11771775582; 0.00% of shares outstanding; change 0.01)
Holder of III.L: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 7654854 (value 19718903904; 0.01% of shares outstanding; change 0.00)
Holder of III.L: Capital Income Builder
Shares held as of 2026-03-31: 5431071 (value 12181892253; 0.01% of shares outstanding; change -0.04)
Holder of III.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 30163022 (value 77699944672; 0.03% of shares outstanding; change -0.10)
Holder of III.L: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 10965800 (value 30243676400; 0.01% of shares outstanding; change -0.01)
Holder of III.L: Income Fund of America
Shares held as of 2026-03-31: 12939141 (value 29022493263; 0.01% of shares outstanding; change 1.17)
Holder of III.L: NEW ECONOMY FUND
Shares held as of 2026-03-31: 10765092 (value 29690123736; 0.01% of shares outstanding; change 0.17)
Holder of III.L: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 6567079 (value 17757381616; 0.01% of shares outstanding; change -0.32)
Holder of III.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9597937 (value 26471110246; 0.01% of shares outstanding; change 0.06)
Holder of III.L: Capital Income Builder
Shares held as of 2026-04-30: 5375410 (value 13847056160; 0.01% of shares outstanding; change -0.01)
Holder of III.L: Income Fund of America
Shares held as of 2026-04-30: 12939141 (value 35686150878; 0.01% of shares outstanding; change 0.00)
Holder of III.L: New World Fund Inc
Shares held as of 2026-04-30: 5877155 (value 15139551280; 0.01% of shares outstanding; change 0.22)
Holder of III.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 14513861 (value 40029228638; 0.01% of shares outstanding; change 0.04)
Holder of III.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7082949 (value 15887054607; 0.01% of shares outstanding; change 0.02)
Holder of III.L: Capital Group Global Growth Equity ETF
Shares held as of 2026-05-31: 4074891 (value 11238549378; 0.00% of shares outstanding; change 0.43)
Holder of III.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7153384 (value 19729033072; 0.01% of shares outstanding; change 0.01)
Holder of III.L: Capital Income Builder
Shares held as of 2026-06-30: 5375410 (value 14825380780; 0.01% of shares outstanding; change 0.00)
Holder of III.L: New World Fund Inc
Shares held as of 2026-06-30: 7414099 (value 20448085042; 0.01% of shares outstanding; change 0.26)
Holder of III.TO: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2025-12-31: 44380 (value 315985; 0.00% of shares outstanding; change 0.68)
Holder of III.TO: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2025-12-31: 313518 (value 2232248; 0.00% of shares outstanding; change 0.78)
Holder of III.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 164385 (value 1140831; 0.00% of shares outstanding; change 0.00)
Holder of III.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 51327 (value 356209; 0.00% of shares outstanding; change 0.00)
Holder of III.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 343977 (value 2387200; 0.00% of shares outstanding; change 0.00)
Holder of III.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 38624 (value 268050; 0.00% of shares outstanding; change 2.23)
Holder of III.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 1300330 (value 9024290; 0.01% of shares outstanding; change -0.09)
Holder of III.TO: Fairholme Funds Inc-The Fairholme Fund
Shares held as of 2026-02-28: 5245413 (value 37766972; 0.03% of shares outstanding; change -0.04)
Holder of III.TO: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2026-03-31: 114999 (value 827992; 0.00% of shares outstanding; change 1.59)
Holder of III.TO: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 39550 (value 274477; 0.00% of shares outstanding; change 0.78)
Holder of III.TO: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2026-03-31: 891996 (value 6422371; 0.01% of shares outstanding; change 1.85)
Holder of III.TO: Themes ETF Trust-Themes Copper Miners ETF
Shares held as of 2026-03-31: 32928 (value 234447; 0.00% of shares outstanding; change 5.89)
Holder of III.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 641836 (value 4505688; 0.00% of shares outstanding; change 0.00)
Holder of III.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 142400 (value 1025279; 0.00% of shares outstanding; change 8.82)
Holder of III.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 144567 (value 1040882; 0.00% of shares outstanding; change -0.12)
Holder of III.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 218177 (value 1570874; 0.00% of shares outstanding; change -0.37)
Holder of III.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 87542 (value 630302; 0.00% of shares outstanding; change 1.27)
Holder of III.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 1300330 (value 9362375; 0.01% of shares outstanding; change 0.00)
Holder of III.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 641836 (value 4454341; 0.00% of shares outstanding; change 0.00)
Holder of III.TO: iShares, Inc.-iShares MSCI Global Metals & Mining Producers ETF
Shares held as of 2026-05-31: 107977 (value 777434; 0.00% of shares outstanding; change 1.00)
Holder of III.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 645014 (value 4644100; 0.00% of shares outstanding; change 0.01)
Holder of IIIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 210434 (value 5784830; 0.01% of shares outstanding; change -0.02)
Holder of IIIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 578931 (value 15914813; 0.03% of shares outstanding; change 0.02)
Holder of IIIN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 185867 (value 5406871; 0.01% of shares outstanding; change 0.08)
Holder of IIIN: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 331340 (value 9638680; 0.02% of shares outstanding; change -0.06)
Holder of IIIN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 183071 (value 5325535; 0.01% of shares outstanding; change 0.01)
Holder of IIIN: Bruce Fund, Inc.-BRUCE FUND
Shares held as of 2026-03-31: 343423 (value 11223063; 0.02% of shares outstanding; change 0.00)
Holder of IIIN: ROYCE FUND-Royce Small-Cap Special Equity Fund
Shares held as of 2026-03-31: 220000 (value 7189600; 0.01% of shares outstanding; change 0.07)
Holder of IIIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 216299 (value 7068651; 0.01% of shares outstanding; change 0.03)
Holder of IIIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 578931 (value 18919465; 0.03% of shares outstanding; change 0.00)
Holder of IIIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 448262 (value 12322722; 0.02% of shares outstanding; change 0.00)
Holder of IIIN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 197212 (value 6444888; 0.01% of shares outstanding; change 0.06)
Holder of IIIN: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 374095 (value 12225424; 0.02% of shares outstanding; change 0.13)
Holder of IIIN: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 1070345 (value 30922266; 0.06% of shares outstanding; change 0.03)
Holder of IIIN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1183562 (value 34429818; 0.06% of shares outstanding; change 0.01)
Holder of IIIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 430783 (value 12531477; 0.02% of shares outstanding; change -0.04)
Holder of IIIN: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 1094586 (value 33932166; 0.06% of shares outstanding; change 0.02)
Holder of IIIN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1181624 (value 38615472; 0.06% of shares outstanding; change 0.00)
Holder of IIIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 444345 (value 14521194; 0.02% of shares outstanding; change 0.03)
Holder of IIIN: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 188290 (value 6153317; 0.01% of shares outstanding; change 0.04)
Holder of IIIN: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 1137084 (value 37159905; 0.06% of shares outstanding; change 0.04)
Holder of IIIV: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 382080 (value 7519334; 0.02% of shares outstanding; change -0.08)
Holder of IIIV: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 483439 (value 9842818; 0.02% of shares outstanding; change 0.11)
Holder of IIIV: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 903940 (value 18404218; 0.05% of shares outstanding; change 0.02)
Holder of IIIV: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 593849 (value 11686948; 0.03% of shares outstanding; change -0.09)
Holder of IIIV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 721999 (value 14699900; 0.04% of shares outstanding; change 0.00)
Holder of IIIV: Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund
Shares held as of 2026-01-31: 513917 (value 10185834; 0.03% of shares outstanding; change -0.19)
Holder of IIIV: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 569290 (value 11493965; 0.03% of shares outstanding; change 0.03)
Holder of IIIV: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 500000 (value 10095000; 0.03% of shares outstanding; change 0.00)
Holder of IIIV: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 315824 (value 6376486; 0.02% of shares outstanding; change -0.35)
Holder of IIIV: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 314478 (value 6349310; 0.02% of shares outstanding; change -0.47)
Holder of IIIV: Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF
Shares held as of 2026-03-31: 467005 (value 9428831; 0.02% of shares outstanding; change 0.03)
Holder of IIIV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 721999 (value 14577160; 0.04% of shares outstanding; change 0.00)
Holder of IIIV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 567247 (value 11549149; 0.03% of shares outstanding; change -0.03)
Holder of IIIV: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 420036 (value 8480527; 0.02% of shares outstanding; change 1.68)
Holder of IIIV: Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund
Shares held as of 2026-04-30: 448759 (value 9060444; 0.02% of shares outstanding; change -0.13)
Holder of IIIV: Nicholas Limited Edition, Inc.-NICHOLAS LTD EDITION INC
Shares held as of 2026-04-30: 291085 (value 5877006; 0.01% of shares outstanding; change -0.11)
Holder of IIIV: WILLIAM BLAIR FUNDS-William Blair Small Cap Growth Fund
Shares held as of 2026-04-30: 448068 (value 9239162; 0.02% of shares outstanding; change 0.10)
Holder of IIIV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 545001 (value 10801919; 0.03% of shares outstanding; change -0.04)
Holder of IIIV: WILLIAM BLAIR FUNDS-William Blair Small Cap Growth Fund
Shares held as of 2026-05-31: 295679 (value 6123511; 0.02% of shares outstanding; change -0.34)
Holder of IIIV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 550195 (value 11108437; 0.03% of shares outstanding; change 0.01)
Holder of IIM: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2025-12-31: 12605 (value 157310; 0.00% of shares outstanding; change 0.00)
Holder of IIM: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2026-03-31: 12605 (value 156049; 0.00% of shares outstanding; change 0.00)
Holder of IIM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 264078 (value 3277207; 0.01% of shares outstanding; change 0.01)
Holder of IIM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 271755 (value 3516509; 0.01% of shares outstanding; change 0.03)
Holder of IIM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 269300 (value 3333934; 0.01% of shares outstanding; change -0.01)
Holder of IIPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 301455 (value 17481375; 0.01% of shares outstanding; change 0.00)
Holder of IIPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 633892 (value 36759398; 0.02% of shares outstanding; change -0.04)
Holder of IIPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 410019 (value 23777002; 0.01% of shares outstanding; change -0.04)
Holder of IIPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 880378 (value 51053121; 0.03% of shares outstanding; change -0.02)
Holder of IIPR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1045486 (value 62310964; 0.04% of shares outstanding; change 0.01)
Holder of IIPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 311410 (value 19145486; 0.01% of shares outstanding; change 0.03)
Holder of IIPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 648672 (value 39880354; 0.02% of shares outstanding; change 0.02)
Holder of IIPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 413024 (value 25392715; 0.01% of shares outstanding; change 0.01)
Holder of IIPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 880378 (value 54125639; 0.03% of shares outstanding; change 0.00)
Holder of IIPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 684790 (value 39710973; 0.02% of shares outstanding; change 0.01)
Holder of IIPR: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 268110 (value 16217974; 0.01% of shares outstanding; change -0.01)
Holder of IIPR: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-04-30: 320836 (value 19407370; 0.01% of shares outstanding; change 0.00)
Holder of IIPR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1040458 (value 63967357; 0.04% of shares outstanding; change 0.00)
Holder of IIPR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1709071 (value 101860628; 0.06% of shares outstanding; change 0.02)
Holder of IIPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 658004 (value 39217037; 0.02% of shares outstanding; change -0.04)
Holder of IIPR: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 261234 (value 15569546; 0.01% of shares outstanding; change -0.05)
Holder of IIPR: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 270420 (value 17433977; 0.01% of shares outstanding; change 0.01)
Holder of IIPR: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-05-31: 321678 (value 20738581; 0.01% of shares outstanding; change 0.00)
Holder of IIPR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1699973 (value 104514339; 0.06% of shares outstanding; change -0.01)
Holder of IIPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 668751 (value 41114811; 0.02% of shares outstanding; change 0.02)
Holder of IIPR: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 269069 (value 16542361; 0.01% of shares outstanding; change 0.03)
Holder of IIPR: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 264372 (value 16253590; 0.01% of shares outstanding; change -0.02)
Holder of IIPR: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-06-30: 314454 (value 19332631; 0.01% of shares outstanding; change -0.02)
Holder of IJ8.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-01-31: 29179 (value 61742; 0.00% of shares outstanding; change 1.00)
Holder of IJ8.DE: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 11679 (value 24712; 0.00% of shares outstanding; change 0.00)
Holder of IJ8.DE: -HSBC NASDAQ Global Climate Tech UCITS ETF
Shares held as of 2026-02-28: 32911 (value 69639; 0.00% of shares outstanding; change 0.00)
Holder of IJ8.DE: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 37085 (value 78471; 0.00% of shares outstanding; change 0.03)
Holder of IJ8.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 45359 (value 54748; 0.00% of shares outstanding; change 0.55)
Holder of IJ8.DE: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 39427 (value 47351; 0.00% of shares outstanding; change 2.38)