speb/financial-data huggingface dataset:
Holder of ICE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 3676990 (value 543642993; 0.01% of shares outstanding; change 0.07)
Holder of ICE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 14379305 (value 2125980332; 0.03% of shares outstanding; change 0.02)
Holder of ICE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17921410 (value 2649680577; 0.03% of shares outstanding; change -0.01)
Holder of ICE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 4037061 (value 588563096; 0.01% of shares outstanding; change 0.10)
Holder of ICE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7252479 (value 1072279064; 0.01% of shares outstanding; change 0.00)
Holder of ICE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 4239200 (value 618032939; 0.01% of shares outstanding; change 0.03)
Holder of ICE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-03-31: 4245592 (value 592896896; 0.01% of shares outstanding; change -0.07)
Holder of ICE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14431780 (value 2104009109; 0.03% of shares outstanding; change 0.00)
Holder of ICE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18037032 (value 2629618774; 0.03% of shares outstanding; change 0.01)
Holder of ICE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5252315 (value 765734968; 0.01% of shares outstanding; change 0.00)
Holder of ICE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7277506 (value 955827611; 0.01% of shares outstanding; change 0.00)
Holder of ICE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 3972461 (value 521743013; 0.01% of shares outstanding; change 0.03)
Holder of ICE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6777265 (value 952409042; 0.01% of shares outstanding; change 0.03)
Holder of ICE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7345478 (value 964755053; 0.01% of shares outstanding; change 0.01)
Holder of ICE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7267387 (value 1059512301; 0.01% of shares outstanding; change 0.00)
Holder of ICE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 3817186 (value 516312557; 0.01% of shares outstanding; change -0.04)
Holder of ICE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6843595 (value 925664622; 0.01% of shares outstanding; change 0.01)
Holder of ICE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7481850 (value 1090778861; 0.01% of shares outstanding; change 0.02)
Holder of ICE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-06-30: 3904505 (value 569237757; 0.01% of shares outstanding; change -0.08)
Holder of ICE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 3849938 (value 561282435; 0.01% of shares outstanding; change 0.01)
Holder of ICE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6835067 (value 996484372; 0.01% of shares outstanding; change 0.00)
Holder of ICFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 198877 (value 13690691; 0.01% of shares outstanding; change 0.01)
Holder of ICFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 577776 (value 39774097; 0.03% of shares outstanding; change -0.02)
Holder of ICFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 139198 (value 8983839; 0.01% of shares outstanding; change 0.00)
Holder of ICFI: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 469675 (value 30312824; 0.03% of shares outstanding; change 0.46)
Holder of ICFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 180394 (value 11642628; 0.01% of shares outstanding; change 0.01)
Holder of ICFI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1470825 (value 116959999; 0.08% of shares outstanding; change 0.00)
Holder of ICFI: Thrivent Series Fund, Inc.-Thrivent Small Cap Stock Portfolio
Shares held as of 2026-03-31: 152659 (value 9852611; 0.01% of shares outstanding; change 0.20)
Holder of ICFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 205182 (value 16316071; 0.01% of shares outstanding; change 0.03)
Holder of ICFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 589324 (value 46863042; 0.03% of shares outstanding; change 0.02)
Holder of ICFI: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 138118 (value 9508042; 0.01% of shares outstanding; change -0.82)
Holder of ICFI: WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund
Shares held as of 2026-03-31: 279917 (value 22258998; 0.02% of shares outstanding; change -0.15)
Holder of ICFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 450471 (value 31010421; 0.02% of shares outstanding; change 0.02)
Holder of ICFI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 157384 (value 10834313; 0.01% of shares outstanding; change -0.01)
Holder of ICFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 196135 (value 15596654; 0.01% of shares outstanding; change 0.44)
Holder of ICFI: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 470131 (value 37384815; 0.03% of shares outstanding; change 1.00)
Holder of ICFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 182075 (value 14478603; 0.01% of shares outstanding; change 0.01)
Holder of ICFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 432765 (value 27930653; 0.02% of shares outstanding; change -0.04)
Holder of ICFI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 155584 (value 10041391; 0.01% of shares outstanding; change -0.01)
Holder of ICFI: AB TRUST-AB Discovery Value Fund
Shares held as of 2026-05-31: 247550 (value 19685175; 0.01% of shares outstanding; change 6.72)
Holder of ICFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 440262 (value 35009632; 0.02% of shares outstanding; change 0.02)
Holder of ICFI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 158788 (value 12626821; 0.01% of shares outstanding; change 0.02)
Holder of ICHR: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 820414 (value 71211937; 0.02% of shares outstanding; change -0.01)
Holder of ICHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 372604 (value 26648636; 0.01% of shares outstanding; change -0.02)
Holder of ICHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1024476 (value 73270520; 0.03% of shares outstanding; change 0.02)
Holder of ICHR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 2728017 (value 271737775; 0.08% of shares outstanding; change 0.00)
Holder of ICHR: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 592906 (value 59059367; 0.02% of shares outstanding; change 0.05)
Holder of ICHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 333038 (value 33173915; 0.01% of shares outstanding; change 0.01)
Holder of ICHR: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 861449 (value 74558413; 0.02% of shares outstanding; change 0.03)
Holder of ICHR: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 611323 (value 52910007; 0.02% of shares outstanding; change -0.25)
Holder of ICHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 384574 (value 33284880; 0.01% of shares outstanding; change 0.03)
Holder of ICHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1026275 (value 88824104; 0.03% of shares outstanding; change 0.00)
Holder of ICHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 832688 (value 59553842; 0.02% of shares outstanding; change 0.01)
Holder of ICHR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1387337 (value 114968621; 0.04% of shares outstanding; change -0.49)
Holder of ICHR: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1387337 (value 120074021; 0.04% of shares outstanding; change -0.49)
Holder of ICHR: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 461944 (value 39981254; 0.01% of shares outstanding; change -0.22)
Holder of ICHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 336389 (value 29114468; 0.01% of shares outstanding; change 0.01)
Holder of ICHR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2099227 (value 209104002; 0.06% of shares outstanding; change 0.02)
Holder of ICHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 800056 (value 79693578; 0.02% of shares outstanding; change -0.04)
Holder of ICHR: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 320740 (value 31948911; 0.01% of shares outstanding; change -0.05)
Holder of ICHR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2087148 (value 180642665; 0.06% of shares outstanding; change -0.01)
Holder of ICHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 815153 (value 70551494; 0.02% of shares outstanding; change 0.02)
Holder of ICHR: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 330903 (value 27421932; 0.01% of shares outstanding; change 0.03)
Holder of ICHR: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-06-30: 1004657 (value 86953066; 0.03% of shares outstanding; change 1.00)
Holder of ICL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6833402 (value 38267050; 0.01% of shares outstanding; change 0.02)
Holder of ICL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1610442 (value 8164941; 0.00% of shares outstanding; change 0.00)
Holder of ICL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 10527730 (value 53375592; 0.01% of shares outstanding; change 0.01)
Holder of ICL: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1607639 (value 8118577; 0.00% of shares outstanding; change 0.01)
Holder of ICL: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 2847867 (value 18909836; 0.00% of shares outstanding; change 0.01)
Holder of ICL: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 1960698 (value 13019034; 0.00% of shares outstanding; change 0.00)
Holder of ICL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6999429 (value 36956986; 0.01% of shares outstanding; change 0.02)
Holder of ICL: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2881363 (value 14608510; 0.00% of shares outstanding; change 0.01)
Holder of ICL: FlexShares TRT-FlexShares Morningstar Global Upstream Natural Resource
Shares held as of 2026-04-30: 6570786 (value 33313886; 0.01% of shares outstanding; change -0.01)
Holder of ICL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources 
Shares held as of 2026-04-30: 6287224 (value 36025793; 0.00% of shares outstanding; change -0.01)
Holder of ICL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1668688 (value 8810672; 0.00% of shares outstanding; change 0.04)
Holder of ICL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 10567108 (value 55794332; 0.01% of shares outstanding; change 0.00)
Holder of ICL: VanEck ETF Trust-VanEck Agribusiness ETF
Shares held as of 2026-04-30: 1688744 (value 9456966; 0.00% of shares outstanding; change 0.05)
Holder of ICL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5722305 (value 29012087; 0.00% of shares outstanding; change 0.01)
Holder of ICL: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 2688091 (value 13628621; 0.00% of shares outstanding; change 0.00)
Holder of ICL: iShares, Inc.-iShares MSCI Israel ETF
Shares held as of 2026-04-30: 1749227 (value 8868581; 0.00% of shares outstanding; change -0.02)
Holder of ICL: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2912207 (value 15376453; 0.00% of shares outstanding; change 0.01)
Holder of ICL: FlexShares TRT-FlexShares Morningstar Global Upstream Natural Resource
Shares held as of 2026-05-31: 6600827 (value 34852367; 0.01% of shares outstanding; change 0.00)
Holder of ICL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources 
Shares held as of 2026-05-31: 6730707 (value 32643928; 0.01% of shares outstanding; change 0.07)
Holder of ICL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5765155 (value 30440019; 0.00% of shares outstanding; change 0.01)
Holder of ICL: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 2688091 (value 14193121; 0.00% of shares outstanding; change 0.00)
Holder of ICL: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 1889107 (value 9974485; 0.00% of shares outstanding; change 1.00)
Holder of ICL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources 
Shares held as of 2026-06-30: 6776856 (value 35781801; 0.01% of shares outstanding; change 0.01)
Holder of ICL: VanEck ETF Trust-VanEck Agribusiness ETF
Shares held as of 2026-06-30: 1705326 (value 9004121; 0.00% of shares outstanding; change 0.19)
Holder of ICLR: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 5170018 (value 703484387; 0.07% of shares outstanding; change -0.02)
Holder of ICLR: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 796181 (value 112046548; 0.01% of shares outstanding; change 0.25)
Holder of ICLR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 975202 (value 137240173; 0.01% of shares outstanding; change 0.14)
Holder of ICLR: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-01-31: 971391 (value 136703851; 0.01% of shares outstanding; change 0.37)
Holder of ICLR: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 1213897 (value 170831719; 0.02% of shares outstanding; change 0.01)
Holder of ICLR: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 999224 (value 140620789; 0.01% of shares outstanding; change 0.06)
Holder of ICLR: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 667365 (value 93918273; 0.01% of shares outstanding; change 0.14)
Holder of ICLR: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 6323135 (value 1048122822; 0.08% of shares outstanding; change 0.22)
Holder of ICLR: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund
Shares held as of 2026-03-31: 2256000 (value 373954547; 0.03% of shares outstanding; change 1.15)
Holder of ICLR: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 875570 (value 146850601; 0.01% of shares outstanding; change -0.17)
Holder of ICLR: SEQUOIA FUND INC
Shares held as of 2026-03-31: 631186 (value 88826803; 0.01% of shares outstanding; change 0.00)
Holder of ICLR: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 767330 (value 127192616; 0.01% of shares outstanding; change -0.04)
Holder of ICLR: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-04-30: 776063 (value 128640198; 0.01% of shares outstanding; change 0.27)
Holder of ICLR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1042659 (value 177252030; 0.01% of shares outstanding; change 0.07)
Holder of ICLR: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1042659 (value 172831150; 0.01% of shares outstanding; change 0.07)
Holder of ICLR: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-04-30: 765066 (value 126817335; 0.01% of shares outstanding; change -0.21)
Holder of ICLR: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 1538110 (value 254957105; 0.02% of shares outstanding; change 0.27)
Holder of ICLR: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1197412 (value 198483006; 0.02% of shares outstanding; change 0.20)
Holder of ICLR: Vanguard Explorer Fund
Shares held as of 2026-04-30: 997180 (value 165292551; 0.01% of shares outstanding; change 0.77)
Holder of ICLR: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 875570 (value 145134478; 0.01% of shares outstanding; change 0.00)
Holder of ICMB: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 214549 (value 257458; 0.01% of shares outstanding; change 0.08)
Holder of ICMB: High Income Securities Fund
Shares held as of 2026-02-28: 341216 (value 266148; 0.02% of shares outstanding; change 0.05)
Holder of ICMB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16938 (value 20325; 0.00% of shares outstanding; change 0.00)
Holder of ICMB: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 241122 (value 188075; 0.02% of shares outstanding; change 0.12)
Holder of ICMB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 16938 (value 20325; 0.00% of shares outstanding; change 0.00)
Holder of ICMB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 16938 (value 13211; 0.00% of shares outstanding; change 0.00)
Holder of ICU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 23882 (value 88602; 0.01% of shares outstanding; change 0.00)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 38680 (value 113719; 0.01% of shares outstanding; change 0.74)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 447 (value 1314; 0.00% of shares outstanding; change 0.00)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5814 (value 17093; 0.00% of shares outstanding; change 0.46)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2215 (value 6512; 0.00% of shares outstanding; change 0.00)
Holder of ICU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 23883 (value 89561; 0.01% of shares outstanding; change 0.00)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 38539 (value 124866; 0.01% of shares outstanding; change 0.00)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 447 (value 1448; 0.00% of shares outstanding; change 0.00)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5814 (value 18837; 0.00% of shares outstanding; change 0.00)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8656 (value 28045; 0.00% of shares outstanding; change 2.91)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 21929 (value 82233; 0.01% of shares outstanding; change -0.43)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 447 (value 1676; 0.00% of shares outstanding; change 0.00)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5814 (value 21802; 0.00% of shares outstanding; change 0.00)
Holder of ICU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8656 (value 32460; 0.00% of shares outstanding; change 0.00)
Holder of ICUI: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 1047835 (value 141866380; 0.04% of shares outstanding; change -0.10)
Holder of ICUI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 266463 (value 36076425; 0.01% of shares outstanding; change 0.01)
Holder of ICUI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 560006 (value 75819211; 0.02% of shares outstanding; change 0.01)
Holder of ICUI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 361202 (value 48903138; 0.01% of shares outstanding; change 0.02)
Holder of ICUI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 783805 (value 106119358; 0.03% of shares outstanding; change 0.07)
Holder of ICUI: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 459852 (value 72399100; 0.02% of shares outstanding; change -0.05)
Holder of ICUI: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1230753 (value 193769755; 0.05% of shares outstanding; change 0.00)
Holder of ICUI: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 368869 (value 58074736; 0.01% of shares outstanding; change -0.02)
Holder of ICUI: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1002935 (value 157902088; 0.04% of shares outstanding; change -0.04)
Holder of ICUI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 275793 (value 43420850; 0.01% of shares outstanding; change 0.04)
Holder of ICUI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 569289 (value 89628861; 0.02% of shares outstanding; change 0.02)
Holder of ICUI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 362520 (value 57075149; 0.01% of shares outstanding; change 0.00)
Holder of ICUI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 792805 (value 124819221; 0.03% of shares outstanding; change 0.01)
Holder of ICUI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 591926 (value 80140860; 0.02% of shares outstanding; change 0.01)
Holder of ICUI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1512686 (value 205937071; 0.06% of shares outstanding; change 0.02)
Holder of ICUI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 568772 (value 77432619; 0.02% of shares outstanding; change -0.04)
Holder of ICUI: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1230753 (value 167554712; 0.05% of shares outstanding; change 0.00)
Holder of ICUI: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 360554 (value 49085821; 0.01% of shares outstanding; change -0.02)
Holder of ICUI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1496393 (value 235592117; 0.06% of shares outstanding; change -0.01)
Holder of ICUI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 576214 (value 90719133; 0.02% of shares outstanding; change 0.01)
Holder of ICY.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 8281428 (value 855057441; 0.04% of shares outstanding; change -0.08)
Holder of ICY.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4248699 (value 438678171; 0.02% of shares outstanding; change 0.02)
Holder of ICY.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2182253 (value 225317622; 0.01% of shares outstanding; change 0.02)
Holder of ICY.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3900485 (value 402725076; 0.02% of shares outstanding; change 0.03)
Holder of ICY.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5376072 (value 555079434; 0.03% of shares outstanding; change 0.03)
Holder of ICY.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2365620 (value 244250265; 0.01% of shares outstanding; change 0.49)
Holder of ICY.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2139308 (value 220883551; 0.01% of shares outstanding; change 0.00)
Holder of ICY.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1774265 (value 182305728; 0.01% of shares outstanding; change 0.00)
Holder of ICY.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2202696 (value 227428362; 0.01% of shares outstanding; change 0.02)
Holder of ICY.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1726977 (value 178310375; 0.01% of shares outstanding; change -0.03)
Holder of ICY.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2013968 (value 207942196; 0.01% of shares outstanding; change 0.01)
Holder of ID6.DE: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 155252 (value 8383608; 0.00% of shares outstanding; change 0.01)
Holder of ID6.DE: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 431814 (value 23317956; 0.01% of shares outstanding; change -0.01)
Holder of ID6.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 355620 (value 19203480; 0.01% of shares outstanding; change 0.04)
Holder of ID6.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 957140 (value 51685560; 0.03% of shares outstanding; change 0.00)
Holder of ID6.DE: -Dan IVES Wedbush AI Revolution ETF
Shares held as of 2026-04-30: 235897 (value 12738438; 0.01% of shares outstanding; change 0.08)
Holder of ID6.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 304251 (value 16429554; 0.01% of shares outstanding; change 0.01)
Holder of ID6.DE: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 167949 (value 9069246; 0.01% of shares outstanding; change 0.00)
Holder of ID6.DE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 165037 (value 8911998; 0.01% of shares outstanding; change -0.03)
Holder of ID6.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 738918 (value 39901572; 0.02% of shares outstanding; change 0.02)
Holder of ID6.DE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 250645 (value 13534830; 0.01% of shares outstanding; change 0.00)
Holder of ID7.DE: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1105662 (value 217483712; 0.01% of shares outstanding; change -0.19)
Holder of ID7.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 1429211 (value 281125799; 0.02% of shares outstanding; change 0.03)
Holder of ID7.DE: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1011729 (value 199007091; 0.01% of shares outstanding; change 0.02)
Holder of ID7.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1902295 (value 374181420; 0.03% of shares outstanding; change 0.01)
Holder of ID7.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1714363 (value 337215196; 0.02% of shares outstanding; change 0.01)
Holder of ID7.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1091661 (value 214729715; 0.01% of shares outstanding; change 0.00)
Holder of ID7.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2356608 (value 463544786; 0.03% of shares outstanding; change 0.01)
Holder of ID7.DE: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 1085000 (value 213419496; 0.01% of shares outstanding; change 1.00)
Holder of ID7.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 957848 (value 188408698; 0.01% of shares outstanding; change 0.00)
Holder of ID7.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 985713 (value 193889744; 0.01% of shares outstanding; change 0.02)
Holder of IDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 581011 (value 81498415; 0.01% of shares outstanding; change 0.00)
Holder of IDA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1226585 (value 172053083; 0.02% of shares outstanding; change -0.04)
Holder of IDA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 790751 (value 110918646; 0.01% of shares outstanding; change -0.04)
Holder of IDA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1703134 (value 238898613; 0.03% of shares outstanding; change 0.00)
Holder of IDA: Reaves Utility Income Fund
Shares held as of 2026-01-31: 1287100 (value 183694913; 0.02% of shares outstanding; change 0.00)
Holder of IDA: Vanguard Explorer Fund
Shares held as of 2026-01-31: 750943 (value 107174585; 0.01% of shares outstanding; change -0.11)
Holder of IDA: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 786140 (value 116922598; 0.01% of shares outstanding; change 0.00)
Holder of IDA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1520386 (value 225883759; 0.03% of shares outstanding; change 1.13)
Holder of IDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 603041 (value 89593805; 0.01% of shares outstanding; change 0.04)
Holder of IDA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1265756 (value 188053378; 0.02% of shares outstanding; change 0.03)
Holder of IDA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 806093 (value 119761242; 0.01% of shares outstanding; change 0.02)
Holder of IDA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1742422 (value 258871649; 0.03% of shares outstanding; change 0.02)
Holder of IDA: Reaves Utility Income Fund
Shares held as of 2026-04-30: 1287100 (value 191224456; 0.02% of shares outstanding; change 0.00)
Holder of IDA: Vanguard Explorer Fund
Shares held as of 2026-04-30: 750943 (value 111567607; 0.01% of shares outstanding; change 0.00)
Holder of IDA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1826204 (value 260635837; 0.03% of shares outstanding; change 0.02)
Holder of IDA: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 1041709 (value 148672709; 0.02% of shares outstanding; change 0.01)
Holder of IDA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1833405 (value 272388994; 0.03% of shares outstanding; change 0.00)
Holder of IDA: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 1037418 (value 154129199; 0.02% of shares outstanding; change 0.00)
Holder of IDA: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 518016 (value 76961640; 0.01% of shares outstanding; change -0.34)
Holder of IDA.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 1198246 (value 66934022; 0.01% of shares outstanding; change 1.00)
Holder of IDA.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 823429 (value 45996744; 0.00% of shares outstanding; change 0.01)
Holder of IDA.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 469803 (value 26243195; 0.00% of shares outstanding; change 0.00)
Holder of IDA.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 533795 (value 29817789; 0.00% of shares outstanding; change 0.00)
Holder of IDA.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Global Stock Fd.
Shares held as of 2026-01-31: 725610 (value 40532575; 0.00% of shares outstanding; change 0.25)
Holder of IDA.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 1602882 (value 89536989; 0.01% of shares outstanding; change 0.00)
Holder of IDA.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1270414 (value 70965326; 0.01% of shares outstanding; change 0.00)
Holder of IDA.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 1408596 (value 71922913; 0.01% of shares outstanding; change 0.18)
Holder of IDA.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 846287 (value 43211415; 0.00% of shares outstanding; change 0.03)
Holder of IDA.DE: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 726175 (value 37078496; 0.00% of shares outstanding; change 0.00)
Holder of IDA.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 469803 (value 23988141; 0.00% of shares outstanding; change 0.00)
Holder of IDA.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 533795 (value 27255573; 0.00% of shares outstanding; change 0.00)
Holder of IDA.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Global Stock Fd.
Shares held as of 2026-04-30: 1050933 (value 53660640; 0.01% of shares outstanding; change 0.00)
Holder of IDA.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 2038254 (value 104073252; 0.01% of shares outstanding; change 0.01)
Holder of IDA.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1271139 (value 64904359; 0.01% of shares outstanding; change 0.00)
Holder of IDA.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 578221 (value 32299425; 0.00% of shares outstanding; change 0.01)
Holder of IDA.DE: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-04-30: 369986 (value 20667418; 0.00% of shares outstanding; change -0.02)
Holder of IDA.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 573020 (value 29258401; 0.00% of shares outstanding; change -0.01)
Holder of IDA.DE: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-05-31: 359897 (value 18376341; 0.00% of shares outstanding; change -0.03)
Holder of IDAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 9305 (value 21866; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 3420 (value 5540; 0.00% of shares outstanding; change 1.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 85831 (value 187111; 0.02% of shares outstanding; change 2.63)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 421 (value 917; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5178 (value 11288; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2323 (value 5064; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 34863 (value 66239; 0.01% of shares outstanding; change 2.75)
Holder of IDAI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 4675 (value 8882; 0.00% of shares outstanding; change 1.00)
Holder of IDAI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT.
Shares held as of 2026-04-30: 4078 (value 7748; 0.00% of shares outstanding; change 1.00)
Holder of IDAI: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 6542 (value 12429; 0.00% of shares outstanding; change 1.00)
Holder of IDAI: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-04-30: 4117 (value 7822; 0.00% of shares outstanding; change 1.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 85519 (value 138540; 0.02% of shares outstanding; change 0.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 421 (value 682; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5178 (value 8388; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2323 (value 3763; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 76442 (value 145239; 0.01% of shares outstanding; change -0.11)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 421 (value 799; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5178 (value 9838; 0.00% of shares outstanding; change 0.00)
Holder of IDAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2323 (value 4413; 0.00% of shares outstanding; change 0.00)
Holder of IDCC: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 345595 (value 87121042; 0.01% of shares outstanding; change 1.00)
Holder of IDCC: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 326617 (value 82336878; 0.01% of shares outstanding; change 0.00)
Holder of IDCC: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2025-12-31: 349531 (value 88113268; 0.01% of shares outstanding; change 5.13)
Holder of IDCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 329685 (value 83110290; 0.01% of shares outstanding; change -0.04)
Holder of IDCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 584183 (value 147266690; 0.02% of shares outstanding; change -0.04)
Holder of IDCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 814004 (value 205202265; 0.03% of shares outstanding; change 0.00)
Holder of IDCC: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 443835 (value 114642575; 0.02% of shares outstanding; change 0.03)
Holder of IDCC: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 363043 (value 93774002; 0.01% of shares outstanding; change 0.05)
Holder of IDCC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 561088 (value 159197504; 0.02% of shares outstanding; change -0.08)
Holder of IDCC: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 317577 (value 82030135; 0.01% of shares outstanding; change -0.03)
Holder of IDCC: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2026-03-31: 391731 (value 101184112; 0.02% of shares outstanding; change 0.12)
Holder of IDCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 331693 (value 85676297; 0.01% of shares outstanding; change 0.01)
Holder of IDCC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 592280 (value 152985916; 0.02% of shares outstanding; change 0.01)
Holder of IDCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 812840 (value 209956562; 0.03% of shares outstanding; change 0.00)
Holder of IDCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 633313 (value 159651871; 0.02% of shares outstanding; change 0.00)
Holder of IDCC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 561088 (value 167114447; 0.02% of shares outstanding; change 0.00)
Holder of IDCC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 867893 (value 258493247; 0.03% of shares outstanding; change 0.02)
Holder of IDCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 610815 (value 181925137; 0.02% of shares outstanding; change -0.04)
Holder of IDCC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 561088 (value 144929023; 0.02% of shares outstanding; change 0.00)
Holder of IDCC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 871404 (value 225083642; 0.03% of shares outstanding; change 0.00)
Holder of IDCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 620385 (value 160245437; 0.02% of shares outstanding; change 0.02)
Holder of IDE: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 110 (value 1523; 0.00% of shares outstanding; change 1.00)
Holder of IDE: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 110 (value 1543; 0.00% of shares outstanding; change 1.00)
Holder of IDE: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 248 (value 3479; 0.00% of shares outstanding; change 1.00)
Holder of IDE: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 148296 (value 2039070; 0.01% of shares outstanding; change -0.15)
Holder of IDE: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 144151 (value 1941714; 0.01% of shares outstanding; change -0.03)
Holder of IDE: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 143836 (value 1933155; 0.01% of shares outstanding; change 0.00)
Holder of IDN: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 19500 (value 86190; 0.00% of shares outstanding; change 0.00)
Holder of IDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 212267 (value 938220; 0.01% of shares outstanding; change 0.20)
Holder of IDN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 668560 (value 2955035; 0.03% of shares outstanding; change 0.00)
Holder of IDN: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 119971 (value 495480; 0.01% of shares outstanding; change 1.00)
Holder of IDN: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 73484 (value 266746; 0.00% of shares outstanding; change 0.37)
Holder of IDN: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 28447 (value 103262; 0.00% of shares outstanding; change 0.00)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 136952 (value 564242; 0.01% of shares outstanding; change 0.28)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 30224 (value 124522; 0.00% of shares outstanding; change 0.04)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 38108 (value 157004; 0.00% of shares outstanding; change 0.00)
Holder of IDN: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 19500 (value 70785; 0.00% of shares outstanding; change 0.00)
Holder of IDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 230093 (value 835237; 0.01% of shares outstanding; change 0.08)
Holder of IDN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 668560 (value 2426872; 0.03% of shares outstanding; change 0.00)
Holder of IDN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 46459 (value 191411; 0.00% of shares outstanding; change -0.06)
Holder of IDN: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 125380 (value 455129; 0.01% of shares outstanding; change 0.05)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 118002 (value 487348; 0.01% of shares outstanding; change -0.14)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 30224 (value 124825; 0.00% of shares outstanding; change 0.00)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 38108 (value 157386; 0.00% of shares outstanding; change 0.00)
Holder of IDN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 48600 (value 200718; 0.00% of shares outstanding; change 0.05)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 106471 (value 386489; 0.01% of shares outstanding; change -0.10)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 30224 (value 109713; 0.00% of shares outstanding; change 0.00)
Holder of IDN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 38108 (value 138332; 0.00% of shares outstanding; change 0.00)
Holder of IDN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 47964 (value 174109; 0.00% of shares outstanding; change -0.01)
Holder of IDR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 155819 (value 6094081; 0.00% of shares outstanding; change 0.13)
Holder of IDR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 465376 (value 18200855; 0.00% of shares outstanding; change 0.28)
Holder of IDR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 140395 (value 4884342; 0.00% of shares outstanding; change 0.01)
Holder of IDR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 70952 (value 2013617; 0.00% of shares outstanding; change 0.12)
Holder of IDR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 77543 (value 2517821; 0.00% of shares outstanding; change 0.02)
Holder of IDR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 163329 (value 4635276; 0.00% of shares outstanding; change 0.05)
Holder of IDR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 465376 (value 13207370; 0.00% of shares outstanding; change 0.00)
Holder of IDR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 359153 (value 14046474; 0.00% of shares outstanding; change 0.02)
Holder of IDR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 77261 (value 2687910; 0.00% of shares outstanding; change 0.00)