speb/financial-data huggingface dataset:
Holder of INSW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1560414 (value 120448360; 0.03% of shares outstanding; change -0.01)
Holder of INSW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 691161 (value 61105546; 0.01% of shares outstanding; change 0.00)
Holder of INSW: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 569338 (value 52538509; 0.01% of shares outstanding; change -0.16)
Holder of INSW: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 506542 (value 46743695; 0.01% of shares outstanding; change -0.19)
Holder of INSW: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 1646763 (value 127113639; 0.03% of shares outstanding; change 0.00)
Holder of INSW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 451637 (value 41677061; 0.01% of shares outstanding; change 0.04)
Holder of INSW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 569545 (value 52557611; 0.01% of shares outstanding; change 0.01)
Holder of INSW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1576626 (value 145491045; 0.03% of shares outstanding; change 0.01)
Holder of INSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 984274 (value 75976112; 0.02% of shares outstanding; change 0.01)
Holder of INSW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1725351 (value 139874205; 0.03% of shares outstanding; change 0.00)
Holder of INSW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 691161 (value 63780336; 0.01% of shares outstanding; change 0.00)
Holder of INSW: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-04-30: 1654463 (value 146271079; 0.03% of shares outstanding; change 0.00)
Holder of INSW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2468725 (value 218259986; 0.05% of shares outstanding; change 0.02)
Holder of INSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 948744 (value 83878460; 0.02% of shares outstanding; change -0.04)
Holder of INSW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1773753 (value 156817509; 0.04% of shares outstanding; change 0.03)
Holder of INSW: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-05-31: 1654463 (value 152673843; 0.03% of shares outstanding; change 0.00)
Holder of INSW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2459370 (value 226950660; 0.05% of shares outstanding; change 0.00)
Holder of INSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 966125 (value 89154013; 0.02% of shares outstanding; change 0.02)
Holder of INSW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1835180 (value 169350408; 0.04% of shares outstanding; change 0.03)
Holder of INTA: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 881836 (value 21472706; 0.01% of shares outstanding; change 0.54)
Holder of INTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 733080 (value 16926817; 0.01% of shares outstanding; change -0.04)
Holder of INTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1300050 (value 30018154; 0.02% of shares outstanding; change -0.05)
Holder of INTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1813479 (value 41873230; 0.02% of shares outstanding; change 0.02)
Holder of INTA: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 712710 (value 15380281; 0.01% of shares outstanding; change 0.31)
Holder of INTA: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1981542 (value 42761676; 0.03% of shares outstanding; change 0.72)
Holder of INTA: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 1003570 (value 21657040; 0.01% of shares outstanding; change 0.72)
Holder of INTA: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1419734 (value 39000092; 0.02% of shares outstanding; change 0.03)
Holder of INTA: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 1675000 (value 46012248; 0.02% of shares outstanding; change -0.01)
Holder of INTA: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 690780 (value 18975726; 0.01% of shares outstanding; change 0.28)
Holder of INTA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 619565 (value 17019450; 0.01% of shares outstanding; change 0.02)
Holder of INTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 725342 (value 19925144; 0.01% of shares outstanding; change -0.01)
Holder of INTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1297701 (value 35647845; 0.02% of shares outstanding; change 0.00)
Holder of INTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1823399 (value 50088769; 0.02% of shares outstanding; change 0.01)
Holder of INTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1400913 (value 32347081; 0.02% of shares outstanding; change 0.01)
Holder of INTA: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1402269 (value 38520328; 0.02% of shares outstanding; change -0.29)
Holder of INTA: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 712553 (value 19573830; 0.01% of shares outstanding; change -0.29)
Holder of INTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1346206 (value 29051125; 0.02% of shares outstanding; change -0.04)
Holder of INTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1358979 (value 37331152; 0.02% of shares outstanding; change 0.01)
Holder of INTC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 113067954 (value 12966632999; 0.02% of shares outstanding; change 0.05)
Holder of INTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 127428609 (value 14613512919; 0.03% of shares outstanding; change 0.02)
Holder of INTC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 59962582 (value 6876508922; 0.01% of shares outstanding; change 0.05)
Holder of INTC: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 42092137 (value 3885946074; 0.01% of shares outstanding; change 0.19)
Holder of INTC: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 46770018 (value 4317808047; 0.01% of shares outstanding; change -0.01)
Holder of INTC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 119364860 (value 11019763838; 0.02% of shares outstanding; change 0.06)
Holder of INTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 126899865 (value 11715395498; 0.03% of shares outstanding; change 0.00)
Holder of INTC: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 36960726 (value 3412214213; 0.01% of shares outstanding; change -0.01)
Holder of INTC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 60169594 (value 8480302725; 0.01% of shares outstanding; change 0.00)
Holder of INTC: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 106910181 (value 13317801214; 0.02% of shares outstanding; change 0.02)
Holder of INTC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 56103011 (value 6988752063; 0.01% of shares outstanding; change 0.03)
Holder of INTC: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-04-30: 43836764 (value 4347291805; 0.01% of shares outstanding; change 0.09)
Holder of INTC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 60731772 (value 8559536093; 0.01% of shares outstanding; change 0.01)
Holder of INTC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 60085862 (value 5547126761; 0.01% of shares outstanding; change 0.00)
Holder of INTC: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 108287782 (value 10291670900; 0.02% of shares outstanding; change 0.01)
Holder of INTC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 56651542 (value 6222605165; 0.01% of shares outstanding; change 0.01)
Holder of INTC: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-05-31: 42929574 (value 4715384250; 0.01% of shares outstanding; change -0.02)
Holder of INTC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 61861064 (value 5711013409; 0.01% of shares outstanding; change 0.02)
Holder of INTC: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 106687847 (value 9849422002; 0.02% of shares outstanding; change -0.01)
Holder of INTC: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 37279821 (value 3441673063; 0.01% of shares outstanding; change 0.02)
Holder of INTC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 57072100 (value 5268896254; 0.01% of shares outstanding; change 0.01)
Holder of INTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5403 (value 209420; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2952 (value 95999; 0.00% of shares outstanding; change -0.10)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1699 (value 55251; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 980 (value 31869; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 680 (value 22113; 0.00% of shares outstanding; change 0.00)
Holder of INTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5403 (value 183539; 0.00% of shares outstanding; change 0.00)
Holder of INTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 460 (value 15626; 0.00% of shares outstanding; change 1.00)
Holder of INTG: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 15 (value 509; 0.00% of shares outstanding; change 1.00)
Holder of INTG: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 588 (value 19974; 0.00% of shares outstanding; change 1.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2941 (value 119257; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1699 (value 68894; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 980 (value 39738; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 680 (value 27573; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2941 (value 99905; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1699 (value 57715; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 980 (value 33290; 0.00% of shares outstanding; change 0.00)
Holder of INTG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 680 (value 23099; 0.00% of shares outstanding; change 0.00)
Holder of INTR: JNL Series Trust-JNL MULTI-MANAGER EMERGING MARKETS EQUITY FUND
Shares held as of 2025-12-31: 1356852 (value 8371776; 0.00% of shares outstanding; change 0.12)
Holder of INTR: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2025-12-31: 373452 (value 2304198; 0.00% of shares outstanding; change -0.24)
Holder of INTR: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 1700876 (value 10494405; 0.01% of shares outstanding; change 0.00)
Holder of INTR: INVESTMENT MANAGERS SERIES TRUST-WCM Focused Emerging Markets Fund
Shares held as of 2026-03-31: 2784717 (value 14731152; 0.01% of shares outstanding; change -0.04)
Holder of INTR: JNL Series Trust-JNL Multi-Manager Emerging Markets Equity Fund
Shares held as of 2026-03-31: 1290604 (value 6827295; 0.00% of shares outstanding; change -0.05)
Holder of INTR: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 346064 (value 1830678; 0.00% of shares outstanding; change -0.07)
Holder of INTR: WASATCH FUNDS TRUST-Wasatch Emerging Markets Select Fund
Shares held as of 2026-03-31: 464746 (value 2458506; 0.00% of shares outstanding; change -0.14)
Holder of INTR: WASATCH FUNDS TRUST-Wasatch Emerging Markets Small Cap Fund
Shares held as of 2026-03-31: 351548 (value 1859688; 0.00% of shares outstanding; change -0.36)
Holder of INTR: WASATCH FUNDS TRUST-Wasatch International Growth Fund
Shares held as of 2026-03-31: 480337 (value 2540982; 0.00% of shares outstanding; change 0.08)
Holder of INTR: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-03-31: 403845 (value 2491723; 0.00% of shares outstanding; change -0.01)
Holder of INTR: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 2802867 (value 17293689; 0.01% of shares outstanding; change 0.00)
Holder of INTR: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 696192 (value 4017027; 0.00% of shares outstanding; change 0.05)
Holder of INTR: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 1700876 (value 9167721; 0.01% of shares outstanding; change 0.00)
Holder of INTR: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 403845 (value 2136340; 0.00% of shares outstanding; change 0.00)
Holder of INTR: iShares Trust-iShares MSCI Brazil Small-Cap ETF
Shares held as of 2026-04-30: 1232491 (value 6643126; 0.00% of shares outstanding; change -0.03)
Holder of INTR: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 2802867 (value 15107452; 0.01% of shares outstanding; change 0.00)
Holder of INTR: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 740233 (value 3989855; 0.00% of shares outstanding; change 0.06)
Holder of INTR: iShares Trust-iShares MSCI Brazil Small-Cap ETF
Shares held as of 2026-05-31: 997397 (value 5276230; 0.00% of shares outstanding; change -0.19)
Holder of INTR: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 2802867 (value 14827166; 0.01% of shares outstanding; change 0.00)
Holder of INTR: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 761380 (value 4027700; 0.00% of shares outstanding; change 0.03)
Holder of INTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 16841 (value 73931; 0.01% of shares outstanding; change 14.10)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 14764 (value 55660; 0.01% of shares outstanding; change 0.34)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 276 (value 1040; 0.00% of shares outstanding; change 0.00)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3245 (value 12233; 0.00% of shares outstanding; change 0.25)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3092 (value 11656; 0.00% of shares outstanding; change 0.00)
Holder of INTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 16841 (value 74942; 0.01% of shares outstanding; change 0.00)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 14710 (value 57883; 0.01% of shares outstanding; change 0.00)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 276 (value 1086; 0.00% of shares outstanding; change 0.00)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3245 (value 12769; 0.00% of shares outstanding; change 0.00)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3092 (value 12167; 0.00% of shares outstanding; change 0.00)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 13588 (value 60466; 0.01% of shares outstanding; change -0.08)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 276 (value 1228; 0.00% of shares outstanding; change 0.00)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3245 (value 14440; 0.00% of shares outstanding; change 0.00)
Holder of INTS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3092 (value 13759; 0.00% of shares outstanding; change 0.00)
Holder of INTT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 131153 (value 2208616; 0.01% of shares outstanding; change 0.00)
Holder of INTT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 460795 (value 7759787; 0.04% of shares outstanding; change 0.00)
Holder of INTT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 376963 (value 6977585; 0.03% of shares outstanding; change 0.03)
Holder of INTT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 91990 (value 1702734; 0.01% of shares outstanding; change -0.17)
Holder of INTT: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 328743 (value 6085033; 0.03% of shares outstanding; change -0.08)
Holder of INTT: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 77842 (value 1072662; 0.01% of shares outstanding; change -0.04)
Holder of INTT: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 220595 (value 3039799; 0.02% of shares outstanding; change 0.00)
Holder of INTT: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 424780 (value 5853468; 0.03% of shares outstanding; change -0.18)
Holder of INTT: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 313295 (value 4317205; 0.02% of shares outstanding; change 0.00)
Holder of INTT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 131153 (value 1807288; 0.01% of shares outstanding; change 0.00)
Holder of INTT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 460795 (value 6349754; 0.04% of shares outstanding; change 0.00)
Holder of INTT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 390963 (value 5387470; 0.03% of shares outstanding; change 0.04)
Holder of INTT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 91990 (value 1267622; 0.01% of shares outstanding; change 0.00)
Holder of INTT: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 382061 (value 5264800; 0.03% of shares outstanding; change 0.16)
Holder of INTT: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 138200 (value 2404679; 0.01% of shares outstanding; change -0.30)
Holder of INTT: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 97960 (value 1479196; 0.01% of shares outstanding; change -0.29)
Holder of INTT: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 97960 (value 1349888; 0.01% of shares outstanding; change 0.00)
Holder of INTU: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7030726 (value 2330896582; 0.03% of shares outstanding; change 0.02)
Holder of INTU: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3001415 (value 995059111; 0.01% of shares outstanding; change -0.01)
Holder of INTU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8744153 (value 2898949033; 0.03% of shares outstanding; change 0.00)
Holder of INTU: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1910464 (value 566127771; 0.01% of shares outstanding; change 0.03)
Holder of INTU: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3553772 (value 1178182026; 0.01% of shares outstanding; change 0.00)
Holder of INTU: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7070519 (value 2095206800; 0.03% of shares outstanding; change 0.01)
Holder of INTU: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 3037145 (value 899997137; 0.01% of shares outstanding; change 0.01)
Holder of INTU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8837071 (value 2618689130; 0.03% of shares outstanding; change 0.01)
Holder of INTU: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 1569031 (value 464950935; 0.01% of shares outstanding; change -0.02)
Holder of INTU: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3566039 (value 919217833; 0.01% of shares outstanding; change 0.00)
Holder of INTU: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 5919135 (value 1638002293; 0.02% of shares outstanding; change 0.02)
Holder of INTU: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 2135702 (value 550519881; 0.01% of shares outstanding; change 0.02)
Holder of INTU: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3322283 (value 919375411; 0.01% of shares outstanding; change 0.03)
Holder of INTU: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3599328 (value 927798739; 0.01% of shares outstanding; change 0.01)
Holder of INTU: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3561078 (value 1055254195; 0.01% of shares outstanding; change 0.00)
Holder of INTU: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 5993540 (value 1744659536; 0.02% of shares outstanding; change 0.01)
Holder of INTU: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 2156952 (value 593075503; 0.01% of shares outstanding; change 0.01)
Holder of INTU: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3354845 (value 922448152; 0.01% of shares outstanding; change 0.01)
Holder of INTU: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3666072 (value 1086367066; 0.01% of shares outstanding; change 0.02)
Holder of INTU: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 5806423 (value 1720617249; 0.02% of shares outstanding; change -0.03)
Holder of INTU: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 2182213 (value 646655148; 0.01% of shares outstanding; change 0.01)
Holder of INTU: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3342297 (value 990422825; 0.01% of shares outstanding; change 0.00)
Holder of INTZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 166371 (value 138087; 0.01% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 246753 (value 189999; 0.01% of shares outstanding; change 1.55)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3947 (value 3039; 0.00% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 25745 (value 19823; 0.00% of shares outstanding; change 0.21)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 32365 (value 24921; 0.00% of shares outstanding; change 0.00)
Holder of INTZ: STATE STREET Inst. INVESTMENT TRT-State Street Balncd Index Fd.
Shares held as of 2026-03-31: 3704 (value 2778; 0.00% of shares outstanding; change 1.00)
Holder of INTZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 166371 (value 124778; 0.01% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 245855 (value 174827; 0.01% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3947 (value 2806; 0.00% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 25745 (value 18307; 0.00% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 32365 (value 23014; 0.00% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 234669 (value 176001; 0.01% of shares outstanding; change -0.05)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3947 (value 2960; 0.00% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 25745 (value 19308; 0.00% of shares outstanding; change 0.00)
Holder of INTZ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 32365 (value 24273; 0.00% of shares outstanding; change 0.00)
Holder of INUV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 119940 (value 191904; 0.01% of shares outstanding; change 0.00)
Holder of INUV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 377482 (value 603971; 0.03% of shares outstanding; change 0.00)
Holder of INUV: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 8456 (value 13529; 0.00% of shares outstanding; change 0.00)
Holder of INUV: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 4431 (value 5627; 0.00% of shares outstanding; change 1.00)
Holder of INUV: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 4262 (value 5412; 0.00% of shares outstanding; change 0.00)
Holder of INUV: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 20000 (value 19400; 0.00% of shares outstanding; change 0.00)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 92329 (value 130183; 0.01% of shares outstanding; change 0.43)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 18527 (value 26123; 0.00% of shares outstanding; change 0.07)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 22632 (value 31911; 0.00% of shares outstanding; change 0.00)
Holder of INUV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 119940 (value 116341; 0.01% of shares outstanding; change 0.00)
Holder of INUV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 377482 (value 366157; 0.03% of shares outstanding; change 0.00)
Holder of INUV: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 8456 (value 8202; 0.00% of shares outstanding; change 0.00)
Holder of INUV: World Funds Trust-Perkins Discovery Fund
Shares held as of 2026-03-31: 37500 (value 36375; 0.00% of shares outstanding; change 0.00)
Holder of INUV: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 5614 (value 5445; 0.00% of shares outstanding; change 1.00)
Holder of INUV: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 4431 (value 4298; 0.00% of shares outstanding; change 0.00)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 91993 (value 116831; 0.01% of shares outstanding; change 0.00)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 18527 (value 23529; 0.00% of shares outstanding; change 0.00)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 22632 (value 28742; 0.00% of shares outstanding; change 0.00)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 74719 (value 72477; 0.01% of shares outstanding; change -0.19)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 18527 (value 17971; 0.00% of shares outstanding; change 0.00)
Holder of INUV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 22632 (value 21953; 0.00% of shares outstanding; change 0.00)
Holder of INV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 322137 (value 1716990; 0.00% of shares outstanding; change 0.07)
Holder of INV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1011699 (value 5392355; 0.01% of shares outstanding; change 0.00)
Holder of INV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 267706 (value 1627652; 0.00% of shares outstanding; change 0.01)
Holder of INV: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 148166 (value 428199; 0.00% of shares outstanding; change 0.01)
Holder of INV: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 134483 (value 388655; 0.00% of shares outstanding; change 1.00)
Holder of INV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 257751 (value 1507843; 0.00% of shares outstanding; change 0.55)
Holder of INV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 529959 (value 1531581; 0.01% of shares outstanding; change 0.65)
Holder of INV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1997799 (value 5773639; 0.02% of shares outstanding; change 0.97)
Holder of INV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 130424 (value 762980; 0.00% of shares outstanding; change 0.85)
Holder of INV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1219244 (value 6498570; 0.01% of shares outstanding; change 0.94)
Holder of INV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 383191 (value 2042408; 0.00% of shares outstanding; change 0.94)
Holder of INV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 256813 (value 1561423; 0.00% of shares outstanding; change 0.00)
Holder of INV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 512527 (value 1481203; 0.01% of shares outstanding; change 0.91)
Holder of INV: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 169248 (value 949481; 0.00% of shares outstanding; change 1.00)
Holder of INV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 133416 (value 811169; 0.00% of shares outstanding; change 0.02)
Holder of INV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1211667 (value 7366935; 0.01% of shares outstanding; change -0.01)
Holder of INV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 378811 (value 2303170; 0.00% of shares outstanding; change -0.01)
Holder of INV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 243246 (value 702980; 0.00% of shares outstanding; change -0.05)
Holder of INV: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 228693 (value 1145751; 0.00% of shares outstanding; change 0.35)
Holder of INV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 131672 (value 380532; 0.00% of shares outstanding; change -0.01)
Holder of INV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1223168 (value 3534955; 0.01% of shares outstanding; change 0.01)
Holder of INV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 382023 (value 1104046; 0.00% of shares outstanding; change 0.01)
Holder of INV: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 228693 (value 660922; 0.00% of shares outstanding; change 0.00)
Holder of INVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 768017 (value 16450924; 0.01% of shares outstanding; change 0.18)
Holder of INVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1614274 (value 34577749; 0.02% of shares outstanding; change 0.13)
Holder of INVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1039293 (value 22261656; 0.01% of shares outstanding; change 0.14)
Holder of INVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2231526 (value 47799287; 0.03% of shares outstanding; change 0.15)
Holder of INVA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 974640 (value 22095088; 0.01% of shares outstanding; change -0.07)
Holder of INVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 615873 (value 13961840; 0.01% of shares outstanding; change 0.01)
Holder of INVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 790244 (value 16942831; 0.01% of shares outstanding; change 0.03)
Holder of INVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1621950 (value 34774608; 0.02% of shares outstanding; change 0.00)
Holder of INVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1033043 (value 22148442; 0.01% of shares outstanding; change -0.01)
Holder of INVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2231526 (value 47843918; 0.03% of shares outstanding; change 0.00)
Holder of INVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1812013 (value 38813318; 0.02% of shares outstanding; change 0.21)
Holder of INVA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1505894 (value 33942852; 0.02% of shares outstanding; change 0.00)
Holder of INVA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 974640 (value 20896282; 0.01% of shares outstanding; change 0.00)
Holder of INVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 740669 (value 15879943; 0.01% of shares outstanding; change 0.20)
Holder of INVA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 643401 (value 14585900; 0.01% of shares outstanding; change 0.00)
Holder of INVA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4331398 (value 98192792; 0.06% of shares outstanding; change 0.02)
Holder of INVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1752585 (value 39731102; 0.02% of shares outstanding; change -0.03)
Holder of INVA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1438540 (value 32611701; 0.02% of shares outstanding; change -0.04)
Holder of INVA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 649277 (value 14439920; 0.01% of shares outstanding; change 0.01)
Holder of INVA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4305053 (value 92300338; 0.06% of shares outstanding; change -0.01)
Holder of INVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1791155 (value 38402364; 0.02% of shares outstanding; change 0.02)
Holder of INVA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1200007 (value 25728150; 0.02% of shares outstanding; change -0.17)
Holder of INVA: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-06-30: 660021 (value 14150850; 0.01% of shares outstanding; change 0.09)
Holder of INVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 223317 (value 915599; 0.01% of shares outstanding; change 0.00)
Holder of INVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 800059 (value 3280241; 0.03% of shares outstanding; change 0.00)
Holder of INVE: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 163075 (value 642515; 0.01% of shares outstanding; change 0.83)
Holder of INVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 33818 (value 133242; 0.00% of shares outstanding; change 0.00)
Holder of INVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 110256 (value 442126; 0.00% of shares outstanding; change 0.00)
Holder of INVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 41074 (value 164706; 0.00% of shares outstanding; change 0.00)
Holder of INVE: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 605621 (value 1629120; 0.03% of shares outstanding; change 0.03)
Holder of INVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 223317 (value 600722; 0.01% of shares outstanding; change 0.00)
Holder of INVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 800059 (value 2152158; 0.03% of shares outstanding; change 0.00)
Holder of INVE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 51321 (value 205797; 0.00% of shares outstanding; change -0.07)
Holder of INVE: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 170427 (value 458448; 0.01% of shares outstanding; change 0.05)
Holder of INVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 33818 (value 90970; 0.00% of shares outstanding; change 0.00)
Holder of INVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 109855 (value 432828; 0.00% of shares outstanding; change 0.00)
Holder of INVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 41074 (value 161831; 0.00% of shares outstanding; change 0.00)
Holder of INVE: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 66555 (value 179032; 0.00% of shares outstanding; change -0.22)
Holder of INVE: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-04-30: 170726 (value 478032; 0.01% of shares outstanding; change -0.28)
Holder of INVE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 51659 (value 203536; 0.00% of shares outstanding; change 0.01)
Holder of INVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 109855 (value 295509; 0.00% of shares outstanding; change 0.00)
Holder of INVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 41074 (value 110489; 0.00% of shares outstanding; change 0.00)
Holder of INVE: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-05-31: 115726 (value 311302; 0.00% of shares outstanding; change -0.32)
Holder of INVE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 50983 (value 137144; 0.00% of shares outstanding; change -0.01)
Holder of INVH: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 7979337 (value 233395607; 0.01% of shares outstanding; change -0.15)
Holder of INVH: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 8538030 (value 249737377; 0.01% of shares outstanding; change -0.15)
Holder of INVH: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 7336622 (value 214596193; 0.01% of shares outstanding; change -0.19)
Holder of INVH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 14220781 (value 415957844; 0.02% of shares outstanding; change 0.02)
Holder of INVH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 18325605 (value 536023946; 0.03% of shares outstanding; change 0.00)
Holder of INVH: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 5983086 (value 170158969; 0.01% of shares outstanding; change 0.00)
Holder of INVH: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 21740332 (value 618295053; 0.04% of shares outstanding; change 0.01)
Holder of INVH: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 5500520 (value 163805489; 0.01% of shares outstanding; change -0.31)
Holder of INVH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7202498 (value 210673066; 0.01% of shares outstanding; change 0.00)
Holder of INVH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14332011 (value 426807297; 0.02% of shares outstanding; change 0.01)
Holder of INVH: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6250954 (value 186153414; 0.01% of shares outstanding; change -0.51)
Holder of INVH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6674355 (value 198762296; 0.01% of shares outstanding; change 1.00)
Holder of INVH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18372337 (value 547128208; 0.03% of shares outstanding; change 0.00)
Holder of INVH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7227291 (value 205544159; 0.01% of shares outstanding; change 0.00)
Holder of INVH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 6691273 (value 198596984; 0.01% of shares outstanding; change -0.03)
Holder of INVH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6743967 (value 200160942; 0.01% of shares outstanding; change 0.03)
Holder of INVH: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 21621323 (value 643883013; 0.04% of shares outstanding; change -0.01)
Holder of INVH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7296074 (value 207500348; 0.01% of shares outstanding; change 0.01)
Holder of INVH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7217288 (value 214930841; 0.01% of shares outstanding; change 0.00)
Holder of INVH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 6669458 (value 200884080; 0.01% of shares outstanding; change 0.00)
Holder of INVH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6809895 (value 201572894; 0.01% of shares outstanding; change 0.01)
Holder of INVH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7431622 (value 221313708; 0.01% of shares outstanding; change 0.02)
Holder of INVH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 6126609 (value 182450420; 0.01% of shares outstanding; change -0.08)
Holder of INVH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6605506 (value 196711973; 0.01% of shares outstanding; change -0.03)
Holder of INVP.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 9341994 (value 6039599121; 0.01% of shares outstanding; change 0.00)
Holder of INVP.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5537907 (value 3580256875; 0.01% of shares outstanding; change 0.03)
Holder of INVP.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 6865625 (value 4438626562; 0.01% of shares outstanding; change -0.03)
Holder of INVP.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 2141191 (value 1347879734; 0.00% of shares outstanding; change 0.01)
Holder of INVP.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8544476 (value 5378747642; 0.01% of shares outstanding; change 0.01)
Holder of INVP.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 8327966 (value 5279930444; 0.01% of shares outstanding; change -0.11)
Holder of INVP.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 6641115 (value 4180581892; 0.01% of shares outstanding; change -0.03)
Holder of INVP.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5659744 (value 3588277696; 0.01% of shares outstanding; change 0.02)
Holder of INVP.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 3510891 (value 2250481131; 0.01% of shares outstanding; change 0.02)
Holder of INVP.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2270124 (value 1439258616; 0.00% of shares outstanding; change 0.12)
Holder of INVP.L: First TRT Exch-Trd Fd. II-First TRT STOXX European Select Dividend Ind
Shares held as of 2026-04-30: 4166377 (value 2670647657; 0.01% of shares outstanding; change 0.00)
Holder of INVP.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 6629676 (value 4203214584; 0.01% of shares outstanding; change 0.00)
Holder of INVP.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8544476 (value 5417197784; 0.01% of shares outstanding; change 0.00)
Holder of INVP.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4157773 (value 2617318103; 0.01% of shares outstanding; change 0.00)
Holder of INVP.L: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 4537744 (value 2856509848; 0.01% of shares outstanding; change 0.04)