speb/financial-data huggingface dataset:
Holder of USIO: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 340000 (value 673200; 0.01% of shares outstanding; change 0.00)
Holder of USIO: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 340000 (value 656199; 0.01% of shares outstanding; change 1.00)
Holder of USIO: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 90000 (value 173699; 0.00% of shares outstanding; change 0.00)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27828 (value 41463; 0.00% of shares outstanding; change -0.70)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 23867 (value 35561; 0.00% of shares outstanding; change 0.00)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 20039 (value 29858; 0.00% of shares outstanding; change 0.00)
Holder of USIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 161053 (value 310832; 0.01% of shares outstanding; change 0.00)
Holder of USIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 741106 (value 1430334; 0.03% of shares outstanding; change 0.00)
Holder of USIO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 47432 (value 70673; 0.00% of shares outstanding; change -0.18)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 27727 (value 54899; 0.00% of shares outstanding; change 0.00)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 23867 (value 47256; 0.00% of shares outstanding; change 0.00)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 20039 (value 39677; 0.00% of shares outstanding; change 0.00)
Holder of USIO: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 410100 (value 791492; 0.01% of shares outstanding; change 0.00)
Holder of USIO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 47744 (value 94533; 0.00% of shares outstanding; change 0.01)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 27727 (value 53513; 0.00% of shares outstanding; change 0.00)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12705 (value 24520; 0.00% of shares outstanding; change 0.00)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 23867 (value 46063; 0.00% of shares outstanding; change 0.00)
Holder of USIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 20039 (value 38675; 0.00% of shares outstanding; change 0.00)
Holder of USIO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 47120 (value 90941; 0.00% of shares outstanding; change -0.01)
Holder of USLM: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 144709 (value 16495378; 0.01% of shares outstanding; change 0.00)
Holder of USLM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 113536 (value 12941968; 0.00% of shares outstanding; change 0.01)
Holder of USLM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 366289 (value 41753282; 0.01% of shares outstanding; change 0.18)
Holder of USLM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 243627 (value 25783045; 0.01% of shares outstanding; change -0.05)
Holder of USLM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 132855 (value 14060044; 0.00% of shares outstanding; change 0.00)
Holder of USLM: Vanguard Explorer Fund
Shares held as of 2026-01-31: 178757 (value 18917853; 0.01% of shares outstanding; change -0.05)
Holder of USLM: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 144491 (value 16037055; 0.01% of shares outstanding; change 0.00)
Holder of USLM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 117871 (value 13082502; 0.00% of shares outstanding; change 0.04)
Holder of USLM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 320989 (value 35626568; 0.01% of shares outstanding; change -0.12)
Holder of USLM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 264628 (value 30164945; 0.01% of shares outstanding; change 0.01)
Holder of USLM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 234787 (value 26059008; 0.01% of shares outstanding; change -0.04)
Holder of USLM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 132855 (value 14745576; 0.00% of shares outstanding; change 0.00)
Holder of USLM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 106860 (value 11860391; 0.00% of shares outstanding; change 0.01)
Holder of USLM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 405426 (value 42841364; 0.01% of shares outstanding; change 0.01)
Holder of USLM: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 278917 (value 29473158; 0.01% of shares outstanding; change 0.03)
Holder of USLM: Invesco Exchange-Traded Fund Trust-Invesco Building & Construction ETF
Shares held as of 2026-04-30: 113227 (value 11964696; 0.00% of shares outstanding; change 0.01)
Holder of USLM: Vanguard Explorer Fund
Shares held as of 2026-04-30: 187694 (value 20832156; 0.01% of shares outstanding; change 0.05)
Holder of USLM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 254186 (value 26900504; 0.01% of shares outstanding; change -0.04)
Holder of USLM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 409593 (value 42994977; 0.01% of shares outstanding; change 0.01)
Holder of USLM: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 284533 (value 29867429; 0.01% of shares outstanding; change 0.02)
Holder of USLM: Invesco Exchange-Traded Fund Trust-Invesco Building & Construction ETF
Shares held as of 2026-05-31: 118357 (value 12423934; 0.00% of shares outstanding; change 0.05)
Holder of USLM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 258917 (value 28737197; 0.01% of shares outstanding; change 0.02)
Holder of USLM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 423283 (value 46980179; 0.01% of shares outstanding; change 0.03)
Holder of USLM: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 295801 (value 32830952; 0.01% of shares outstanding; change 0.04)
Holder of USNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 113988 (value 2085980; 0.01% of shares outstanding; change -0.06)
Holder of USNA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 350035 (value 6405640; 0.02% of shares outstanding; change 0.00)
Holder of USNA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 176304 (value 3385036; 0.01% of shares outstanding; change -0.10)
Holder of USNA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 102608 (value 1970073; 0.01% of shares outstanding; change -0.15)
Holder of USNA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 105241 (value 2020627; 0.01% of shares outstanding; change 0.01)
Holder of USNA: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 225971 (value 4817701; 0.01% of shares outstanding; change 0.58)
Holder of USNA: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 126403 (value 2694911; 0.01% of shares outstanding; change 0.02)
Holder of USNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 117610 (value 2507445; 0.01% of shares outstanding; change 0.03)
Holder of USNA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 350035 (value 7462746; 0.02% of shares outstanding; change 0.00)
Holder of USNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 278355 (value 5093896; 0.02% of shares outstanding; change 0.02)
Holder of USNA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 97005 (value 1775191; 0.01% of shares outstanding; change 0.00)
Holder of USNA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 159763 (value 2987568; 0.01% of shares outstanding; change 0.00)
Holder of USNA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 207985 (value 4434240; 0.01% of shares outstanding; change 0.18)
Holder of USNA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 97080 (value 2069745; 0.01% of shares outstanding; change 0.02)
Holder of USNA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 105975 (value 2259386; 0.01% of shares outstanding; change 0.01)
Holder of USNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 267459 (value 5135213; 0.01% of shares outstanding; change -0.04)
Holder of USNA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 95895 (value 1841184; 0.01% of shares outstanding; change -0.01)
Holder of USNA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 159569 (value 3063724; 0.01% of shares outstanding; change 0.00)
Holder of USNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 270003 (value 5756463; 0.01% of shares outstanding; change 0.01)
Holder of USNA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 96709 (value 2061835; 0.01% of shares outstanding; change 0.01)
Holder of USNA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 159252 (value 3395252; 0.01% of shares outstanding; change 0.00)
Holder of USPH: ETF Series Solutions-Bahl & Gaynor Small/Mid Cap Income Growth ETF
Shares held as of 2025-12-31: 452196 (value 29058115; 0.03% of shares outstanding; change 0.53)
Holder of USPH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 162851 (value 10464805; 0.01% of shares outstanding; change 0.00)
Holder of USPH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 477391 (value 30677146; 0.03% of shares outstanding; change 0.01)
Holder of USPH: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 667088 (value 42867076; 0.04% of shares outstanding; change -0.23)
Holder of USPH: ADVISORS' INNER CIRCLE III-SouthernSun Small Cap Fund
Shares held as of 2026-03-31: 151430 (value 11139190; 0.01% of shares outstanding; change -0.09)
Holder of USPH: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 255079 (value 16197516; 0.02% of shares outstanding; change -0.02)
Holder of USPH: Boston Trust Walden Funds-Boston Trust Walden Small Cap Fund
Shares held as of 2026-03-31: 155935 (value 11629632; 0.01% of shares outstanding; change -0.09)
Holder of USPH: Calvert Impact Fund, Inc.-Calvert Small-Cap Fund
Shares held as of 2026-03-31: 511621 (value 38156695; 0.03% of shares outstanding; change -0.10)
Holder of USPH: ETF Series Solutions-Bahl & Gaynor Small/Mid Cap Income Growth ETF
Shares held as of 2026-03-31: 557162 (value 41553142; 0.04% of shares outstanding; change 0.23)
Holder of USPH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 170890 (value 12744976; 0.01% of shares outstanding; change 0.05)
Holder of USPH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 477391 (value 35603821; 0.03% of shares outstanding; change 0.00)
Holder of USPH: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 563088 (value 41995104; 0.04% of shares outstanding; change -0.16)
Holder of USPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 365670 (value 23497954; 0.02% of shares outstanding; change 0.01)
Holder of USPH: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 255079 (value 19023792; 0.02% of shares outstanding; change 0.00)
Holder of USPH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 927608 (value 58736138; 0.06% of shares outstanding; change 0.02)
Holder of USPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 351369 (value 22311931; 0.02% of shares outstanding; change -0.04)
Holder of USPH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 926087 (value 69067570; 0.06% of shares outstanding; change 0.00)
Holder of USPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 360652 (value 26897426; 0.02% of shares outstanding; change 0.03)
Holder of USPH: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 341862 (value 25496068; 0.02% of shares outstanding; change 1.00)
Holder of UT8.DE: AMCAP FUND
Shares held as of 2026-03-31: 21746133 (value 1334777666; 0.01% of shares outstanding; change 0.00)
Holder of UT8.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 26283719 (value 1659554001; 0.01% of shares outstanding; change -0.01)
Holder of UT8.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 53329645 (value 3273373667; 0.03% of shares outstanding; change 0.00)
Holder of UT8.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 38181491 (value 2410779318; 0.02% of shares outstanding; change 0.01)
Holder of UT8.DE: Investment Co of America
Shares held as of 2026-03-31: 38181491 (value 2403142991; 0.02% of shares outstanding; change 0.01)
Holder of UT8.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 52296380 (value 3209951860; 0.03% of shares outstanding; change 0.00)
Holder of UT8.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 22348434 (value 1371746902; 0.01% of shares outstanding; change 0.00)
Holder of UT8.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 65355244 (value 4011504946; 0.03% of shares outstanding; change 0.00)
Holder of UT8.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 11604525 (value 732709701; 0.01% of shares outstanding; change -0.03)
Holder of UT8.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 24574785 (value 1551651909; 0.01% of shares outstanding; change 0.03)
Holder of UT8.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 26620850 (value 1680840452; 0.01% of shares outstanding; change 0.01)
Holder of UT8.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 26337758 (value 1616611614; 0.01% of shares outstanding; change 0.00)
Holder of UT8.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 27115662 (value 1664359362; 0.01% of shares outstanding; change 0.02)
Holder of UT8.DE: Investment Co of America
Shares held as of 2026-06-30: 47746858 (value 2930702195; 0.02% of shares outstanding; change 0.25)
Holder of UT8.DE: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 11951724 (value 733596831; 0.01% of shares outstanding; change 0.04)
Holder of UT8.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 24602948 (value 1510128974; 0.01% of shares outstanding; change -0.01)
Holder of UTDI.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 715979 (value 19345752; 0.00% of shares outstanding; change -0.05)
Holder of UTDI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1042606 (value 28171214; 0.01% of shares outstanding; change 0.00)
Holder of UTDI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 339842 (value 9182530; 0.00% of shares outstanding; change 0.25)
Holder of UTDI.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 435652 (value 11771317; 0.00% of shares outstanding; change 0.00)
Holder of UTDI.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 318834 (value 8614894; 0.00% of shares outstanding; change 0.10)
Holder of UTDI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 277070 (value 7486431; 0.00% of shares outstanding; change -0.05)
Holder of UTDI.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1129491 (value 30518847; 0.01% of shares outstanding; change -0.03)
Holder of UTDI.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 741797 (value 17506409; 0.00% of shares outstanding; change 0.04)
Holder of UTDI.DE: Brown Advisory Fd.s-Brown Advisory - WMC Strategic European Eqy. Fd.
Shares held as of 2026-04-30: 397229 (value 10733127; 0.00% of shares outstanding; change 0.00)
Holder of UTDI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1042606 (value 24605501; 0.01% of shares outstanding; change 0.00)
Holder of UTDI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 323160 (value 7626576; 0.00% of shares outstanding; change -0.05)
Holder of UTDI.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 435652 (value 10281387; 0.00% of shares outstanding; change 0.00)
Holder of UTDI.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 342460 (value 8082056; 0.00% of shares outstanding; change 0.07)
Holder of UTDI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 282338 (value 6663176; 0.00% of shares outstanding; change 0.02)
Holder of UTDI.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1129491 (value 26655988; 0.01% of shares outstanding; change 0.00)
Holder of UTDI.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 621018 (value 16779906; 0.00% of shares outstanding; change 0.01)
Holder of UTDI.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 340110 (value 9189772; 0.00% of shares outstanding; change 0.00)
Holder of UTDI.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 626153 (value 14777211; 0.00% of shares outstanding; change 0.01)
Holder of UTDI.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 322143 (value 7602574; 0.00% of shares outstanding; change -0.05)
Holder of UTDI.DE: Brown Advisory Fd.s-Brown Advisory - WMC Strategic European Eqy. Fd.
Shares held as of 2026-06-30: 379657 (value 8959905; 0.00% of shares outstanding; change -0.01)
Holder of UTF: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 280000 (value 7585200; 0.00% of shares outstanding; change 1.00)
Holder of UTF: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 53 (value 1427; 0.00% of shares outstanding; change 2.12)
Holder of UTF: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 119 (value 3204; 0.00% of shares outstanding; change 2.72)
Holder of UTF: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 40122 (value 1080485; 0.00% of shares outstanding; change 41.91)
Holder of UTF: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 22917 (value 621967; 0.00% of shares outstanding; change 0.84)
Holder of UTF: SRH Total Return Fund, Inc.
Shares held as of 2026-02-28: 2750000 (value 77192499; 0.03% of shares outstanding; change 0.00)
Holder of UTF: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 22933 (value 643729; 0.00% of shares outstanding; change -0.28)
Holder of UTF: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 130000 (value 3649099; 0.00% of shares outstanding; change -0.54)
Holder of UTF: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 33 (value 926; 0.00% of shares outstanding; change -0.38)
Holder of UTF: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 88 (value 2470; 0.00% of shares outstanding; change -0.26)
Holder of UTF: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 17466 (value 490270; 0.00% of shares outstanding; change -0.24)
Holder of UTF: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 77756 (value 2106410; 0.00% of shares outstanding; change 0.00)
Holder of UTF: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 80630 (value 2231838; 0.00% of shares outstanding; change 0.04)
Holder of UTF: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 79410 (value 2229038; 0.00% of shares outstanding; change -0.02)
Holder of UTG: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 23000 (value 976350; 0.00% of shares outstanding; change 0.00)
Holder of UTG: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 53000 (value 2122120; 0.00% of shares outstanding; change 1.30)
Holder of UTG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 36864 (value 1489674; 0.00% of shares outstanding; change 0.00)
Holder of UTG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 36864 (value 1504788; 0.00% of shares outstanding; change 0.00)
Holder of UTG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 38394 (value 1537295; 0.00% of shares outstanding; change 0.04)
Holder of UTHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 463882 (value 258298778; 0.01% of shares outstanding; change -0.04)
Holder of UTHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 977062 (value 544047669; 0.02% of shares outstanding; change -0.09)
Holder of UTHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 629981 (value 350786025; 0.01% of shares outstanding; change -0.08)
Holder of UTHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1356218 (value 755169316; 0.03% of shares outstanding; change -0.05)
Holder of UTHR: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 892079 (value 485585377; 0.02% of shares outstanding; change -0.08)
Holder of UTHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 480606 (value 253985838; 0.01% of shares outstanding; change 0.04)
Holder of UTHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1010571 (value 534056426; 0.02% of shares outstanding; change 0.03)
Holder of UTHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 643525 (value 340083637; 0.02% of shares outstanding; change 0.02)
Holder of UTHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1392532 (value 735911345; 0.03% of shares outstanding; change 0.03)
Holder of UTHR: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 315509 (value 175681723; 0.01% of shares outstanding; change 0.02)
Holder of UTHR: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 266471 (value 140821921; 0.01% of shares outstanding; change 0.02)
Holder of UTHR: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-04-30: 361146 (value 196712615; 0.01% of shares outstanding; change -0.01)
Holder of UTHR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 325749 (value 177432223; 0.01% of shares outstanding; change 0.00)
Holder of UTHR: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 822896 (value 434875825; 0.02% of shares outstanding; change -0.08)
Holder of UTHR: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 313663 (value 170736186; 0.01% of shares outstanding; change -0.01)
Holder of UTHR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1454416 (value 780425120; 0.03% of shares outstanding; change 0.02)
Holder of UTHR: iShares Trust-iShares S&P Mid-Cap 400 Growth ETF
Shares held as of 2026-04-30: 261371 (value 142366170; 0.01% of shares outstanding; change 0.00)
Holder of UTHR: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-05-31: 360096 (value 192892618; 0.01% of shares outstanding; change 0.00)
Holder of UTHR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 322573 (value 176466784; 0.01% of shares outstanding; change -0.01)
Holder of UTHR: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 312101 (value 164936006; 0.01% of shares outstanding; change -0.01)
Holder of UTHR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1460694 (value 771932915; 0.03% of shares outstanding; change 0.00)
Holder of UTHR: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 268871 (value 142090249; 0.01% of shares outstanding; change -0.25)
Holder of UTHR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 326572 (value 172583495; 0.01% of shares outstanding; change 0.01)
Holder of UTI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 555404 (value 20777663; 0.01% of shares outstanding; change 5.07)
Holder of UTI: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 689323 (value 25787573; 0.01% of shares outstanding; change -0.04)
Holder of UTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1543433 (value 57739828; 0.03% of shares outstanding; change 0.00)
Holder of UTI: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 818100 (value 32519475; 0.01% of shares outstanding; change -0.01)
Holder of UTI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 647480 (value 26125817; 0.01% of shares outstanding; change 0.17)
Holder of UTI: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 837775 (value 31651138; 0.02% of shares outstanding; change 1.00)
Holder of UTI: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 1021500 (value 38592268; 0.02% of shares outstanding; change 0.27)
Holder of UTI: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 601923 (value 25858611; 0.01% of shares outstanding; change -0.13)
Holder of UTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1552797 (value 58664668; 0.03% of shares outstanding; change 0.01)
Holder of UTI: WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund
Shares held as of 2026-03-31: 661734 (value 26303926; 0.01% of shares outstanding; change 0.26)
Holder of UTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1148959 (value 42982556; 0.02% of shares outstanding; change 0.02)
Holder of UTI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1072286 (value 46065405; 0.02% of shares outstanding; change -0.05)
Holder of UTI: LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth 
Shares held as of 2026-04-30: 679600 (value 25675287; 0.01% of shares outstanding; change 0.87)
Holder of UTI: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1033052 (value 39028703; 0.02% of shares outstanding; change 0.00)
Holder of UTI: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 980000 (value 42100799; 0.02% of shares outstanding; change 0.02)
Holder of UTI: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 815507 (value 30809853; 0.01% of shares outstanding; change 0.00)
Holder of UTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1104013 (value 43884516; 0.02% of shares outstanding; change -0.04)
Holder of UTI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1018191 (value 40473092; 0.02% of shares outstanding; change -0.05)
Holder of UTI: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 980000 (value 47481000; 0.02% of shares outstanding; change 0.00)
Holder of UTI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3071299 (value 116033672; 0.06% of shares outstanding; change 1.00)
Holder of UTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1128263 (value 42625774; 0.02% of shares outstanding; change 0.02)
Holder of UTI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 955043 (value 36081523; 0.02% of shares outstanding; change -0.06)
Holder of UTI: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 1000000 (value 37779998; 0.02% of shares outstanding; change 0.02)
Holder of UTL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 196720 (value 9841901; 0.01% of shares outstanding; change 0.05)
Holder of UTL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 570321 (value 28533158; 0.03% of shares outstanding; change 0.02)
Holder of UTL: Reaves Utility Income Fund
Shares held as of 2026-01-31: 275000 (value 14228500; 0.02% of shares outstanding; change 0.00)
Holder of UTL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 173458 (value 8974717; 0.01% of shares outstanding; change 0.01)
Holder of UTL: VANGUARD SCOTTSDALE FUNDS-Vanguard Explorer Value Fund
Shares held as of 2026-02-28: 172070 (value 9563650; 0.01% of shares outstanding; change 0.23)
Holder of UTL: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 413289 (value 20924822; 0.02% of shares outstanding; change 0.00)
Holder of UTL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 200393 (value 11137843; 0.01% of shares outstanding; change 0.02)
Holder of UTL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 590858 (value 32839888; 0.03% of shares outstanding; change 0.04)
Holder of UTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 424363 (value 21230880; 0.02% of shares outstanding; change 0.03)
Holder of UTL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 175142 (value 9734392; 0.01% of shares outstanding; change 0.01)
Holder of UTL: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 413289 (value 21383573; 0.02% of shares outstanding; change 0.00)
Holder of UTL: Reaves Utility Income Fund
Shares held as of 2026-04-30: 208275 (value 11575924; 0.01% of shares outstanding; change -0.24)
Holder of UTL: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 165000 (value 8408399; 0.01% of shares outstanding; change 0.00)
Holder of UTL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1097351 (value 55921005; 0.06% of shares outstanding; change 0.02)
Holder of UTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 407792 (value 21099158; 0.02% of shares outstanding; change -0.04)
Holder of UTL: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 167480 (value 8534780; 0.01% of shares outstanding; change -0.05)
Holder of UTL: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-05-31: 413289 (value 22970603; 0.02% of shares outstanding; change 0.00)
Holder of UTL: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 166508 (value 8834914; 0.01% of shares outstanding; change 0.01)
Holder of UTL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1095561 (value 60891282; 0.06% of shares outstanding; change 0.00)
Holder of UTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 416642 (value 23156963; 0.02% of shares outstanding; change 0.02)
Holder of UTL: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 172283 (value 9575489; 0.01% of shares outstanding; change 0.03)
Holder of UTL: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 164912 (value 9165809; 0.01% of shares outstanding; change -0.01)
Holder of UTMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 33429 (value 2221356; 0.01% of shares outstanding; change 0.00)
Holder of UTMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 101436 (value 6740421; 0.03% of shares outstanding; change 0.00)
Holder of UTMD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 32809 (value 2139474; 0.01% of shares outstanding; change -0.07)
Holder of UTMD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 31407 (value 2048050; 0.01% of shares outstanding; change 0.00)
Holder of UTMD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 21809 (value 1422164; 0.01% of shares outstanding; change -0.09)
Holder of UTMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 29418 (value 1918347; 0.01% of shares outstanding; change 0.00)
Holder of UTMD: Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 196402 (value 13186430; 0.06% of shares outstanding; change 0.36)
Holder of UTMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 33429 (value 2244423; 0.01% of shares outstanding; change 0.00)
Holder of UTMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 101436 (value 6810412; 0.03% of shares outstanding; change 0.00)
Holder of UTMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 60151 (value 3997033; 0.02% of shares outstanding; change 0.09)
Holder of UTMD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 23841 (value 1584234; 0.01% of shares outstanding; change 0.00)
Holder of UTMD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 30301 (value 2034409; 0.01% of shares outstanding; change -0.08)
Holder of UTMD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 34258 (value 2300082; 0.01% of shares outstanding; change 0.09)
Holder of UTMD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 21809 (value 1464256; 0.01% of shares outstanding; change 0.00)
Holder of UTMD: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-04-30: 30755 (value 2062122; 0.01% of shares outstanding; change 0.01)
Holder of UTMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 29961 (value 2011581; 0.01% of shares outstanding; change 0.02)
Holder of UTMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 57881 (value 3774419; 0.02% of shares outstanding; change -0.04)
Holder of UTMD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 23571 (value 1537064; 0.01% of shares outstanding; change -0.01)
Holder of UTMD: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-05-31: 30981 (value 2020270; 0.01% of shares outstanding; change 0.01)
Holder of UTMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 58411 (value 3921714; 0.02% of shares outstanding; change 0.01)
Holder of UTMD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 23769 (value 1595850; 0.01% of shares outstanding; change 0.01)
Holder of UTMD: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-06-30: 31502 (value 2115044; 0.01% of shares outstanding; change 0.02)
Holder of UTSI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12236 (value 34383; 0.00% of shares outstanding; change 0.00)
Holder of UTSI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 12236 (value 26919; 0.00% of shares outstanding; change 0.00)
Holder of UTSI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12236 (value 29244; 0.00% of shares outstanding; change 0.00)
Holder of UTZ: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 3056143 (value 22370967; 0.03% of shares outstanding; change -0.06)
Holder of UTZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 859162 (value 6289065; 0.01% of shares outstanding; change 0.02)
Holder of UTZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1590994 (value 11646076; 0.02% of shares outstanding; change -0.03)
Holder of UTZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1024357 (value 7498293; 0.01% of shares outstanding; change 0.96)
Holder of UTZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2165171 (value 15849052; 0.02% of shares outstanding; change 0.01)
Holder of UTZ: Legg Mason Global Asset Management Trust-ClearBridge Small Cap Fund
Shares held as of 2026-01-31: 872922 (value 6154100; 0.01% of shares outstanding; change 0.00)
Holder of UTZ: MFS SERIES TRUST XIII-MFS New Discovery Value Fund
Shares held as of 2026-02-28: 992404 (value 13992896; 0.01% of shares outstanding; change -0.05)
Holder of UTZ: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 848053 (value 5978773; 0.01% of shares outstanding; change 0.02)
Holder of UTZ: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 2291686 (value 32312773; 0.03% of shares outstanding; change -0.25)
Holder of UTZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 880707 (value 12417969; 0.01% of shares outstanding; change 0.03)
Holder of UTZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1623847 (value 22896243; 0.02% of shares outstanding; change 0.02)
Holder of UTZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1039047 (value 14650563; 0.01% of shares outstanding; change 0.01)
Holder of UTZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2211531 (value 31182587; 0.03% of shares outstanding; change 0.02)
Holder of UTZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1785537 (value 13070131; 0.02% of shares outstanding; change 0.01)
Holder of UTZ: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 1011298 (value 6977956; 0.01% of shares outstanding; change -0.03)
Holder of UTZ: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 1018768 (value 14364629; 0.01% of shares outstanding; change 0.25)
Holder of UTZ: Legg Mason Global Asset Management Trust-ClearBridge Small Cap Fund
Shares held as of 2026-04-30: 872922 (value 12308200; 0.01% of shares outstanding; change 0.00)
Holder of UTZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1715621 (value 12095128; 0.02% of shares outstanding; change -0.04)
Holder of UTZ: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 975486 (value 6877176; 0.01% of shares outstanding; change -0.04)
Holder of UTZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1731945 (value 24420425; 0.02% of shares outstanding; change 0.01)
Holder of UTZ: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1011631 (value 14263997; 0.01% of shares outstanding; change 0.04)
Holder of UU2.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 1224478 (value 1130927850; 0.01% of shares outstanding; change 1.24)
Holder of UU2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1842699 (value 1637422286; 0.01% of shares outstanding; change 0.00)
Holder of UU2.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 1044999 (value 928586085; 0.01% of shares outstanding; change 0.74)
Holder of UU2.DE: Investment Co of America
Shares held as of 2026-03-31: 1044999 (value 977701038; 0.01% of shares outstanding; change 0.74)
Holder of UU2.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3665975 (value 3385894420; 0.02% of shares outstanding; change 0.01)
Holder of UU2.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4445842 (value 4106179562; 0.03% of shares outstanding; change 0.01)
Holder of UU2.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1294765 (value 1195844922; 0.01% of shares outstanding; change 0.01)
Holder of UU2.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 1546315 (value 1374055471; 0.01% of shares outstanding; change -0.12)
Holder of UU2.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 1009433 (value 896982139; 0.01% of shares outstanding; change 0.03)
Holder of UU2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1722816 (value 1530894255; 0.01% of shares outstanding; change 0.03)
Holder of UU2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1866320 (value 1658411906; 0.01% of shares outstanding; change 0.01)
Holder of UU2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1846488 (value 1705416271; 0.01% of shares outstanding; change 0.00)
Holder of UU2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1900928 (value 1755697054; 0.01% of shares outstanding; change 0.02)
Holder of UU2.DE: Investment Co of America
Shares held as of 2026-06-30: 1005801 (value 928957779; 0.01% of shares outstanding; change -0.04)
Holder of UU2.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 982912 (value 907817499; 0.01% of shares outstanding; change 0.01)
Holder of UU2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1745040 (value 1611718901; 0.01% of shares outstanding; change 0.00)
Holder of UU2.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 1562199 (value 1442846958; 0.01% of shares outstanding; change 0.00)
Holder of UUM.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4750449 (value 361224146; 0.03% of shares outstanding; change 0.06)
Holder of UUM.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1701612 (value 129390578; 0.01% of shares outstanding; change 0.03)
Holder of UUM.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3587174 (value 272768714; 0.02% of shares outstanding; change -0.01)
Holder of UUM.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2284191 (value 173689885; 0.01% of shares outstanding; change -0.02)
Holder of UUM.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4933794 (value 375165700; 0.03% of shares outstanding; change -0.01)
Holder of UUM.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1944674 (value 147873012; 0.01% of shares outstanding; change 0.00)
Holder of UUM.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 2472751 (value 193764769; 0.02% of shares outstanding; change 0.01)
Holder of UUM.DE: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 1132100 (value 86084885; 0.01% of shares outstanding; change 0.05)
Holder of UUM.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5171588 (value 393247556; 0.03% of shares outstanding; change 0.00)
Holder of UUM.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2658382 (value 202143369; 0.02% of shares outstanding; change -0.01)
Holder of UUM.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 1409029 (value 107142566; 0.01% of shares outstanding; change -0.43)
Holder of UUU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 26745 (value 184273; 0.01% of shares outstanding; change -0.18)
Holder of UUU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 651 (value 2981; 0.00% of shares outstanding; change 1.00)
Holder of UUU: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 14377 (value 53051; 0.00% of shares outstanding; change 0.32)
Holder of UUU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 9892 (value 63704; 0.00% of shares outstanding; change -0.11)
Holder of UUU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3108 (value 20015; 0.00% of shares outstanding; change 0.00)
Holder of UUU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 26745 (value 98689; 0.01% of shares outstanding; change 0.00)
Holder of UUU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 651 (value 2402; 0.00% of shares outstanding; change 0.00)
Holder of UUU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2443 (value 9014; 0.00% of shares outstanding; change 1.00)
Holder of UUU: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 2202 (value 8125; 0.00% of shares outstanding; change 1.00)
Holder of UUU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 9856 (value 45140; 0.00% of shares outstanding; change 0.00)
Holder of UUU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3108 (value 14234; 0.00% of shares outstanding; change 0.00)
Holder of UUU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 9856 (value 36368; 0.00% of shares outstanding; change 0.00)
Holder of UUU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3108 (value 11468; 0.00% of shares outstanding; change 0.00)
Holder of UUUU: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 3186688 (value 48469524; 0.01% of shares outstanding; change 0.11)