speb/financial-data huggingface dataset:
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 117672 (value 108481; 0.00% of shares outstanding; change 0.12)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 252717 (value 232979; 0.00% of shares outstanding; change 0.00)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 317588 (value 292784; 0.00% of shares outstanding; change 0.09)
Holder of ORBS: FlexShares TRT-FlexShares Morningstar US Market Factor Tilt Index Fd.
Shares held as of 2026-04-30: 36480 (value 33630; 0.00% of shares outstanding; change 0.04)
Holder of ORBS: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 17059 (value 10300; 0.00% of shares outstanding; change 0.04)
Holder of ORBS: iShares Trust-iShares Morningstar Small-Cap Value ETF
Shares held as of 2026-04-30: 25664 (value 23659; 0.00% of shares outstanding; change 0.01)
Holder of ORBS: FIDELITY COVINGTON TRT-Fidelity MSCI Consumer Discretionary Index ETF
Shares held as of 2026-05-31: 84163 (value 50817; 0.00% of shares outstanding; change 1.00)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 865943 (value 522856; 0.00% of shares outstanding; change -0.04)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 117672 (value 71050; 0.00% of shares outstanding; change 0.00)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 252717 (value 152590; 0.00% of shares outstanding; change 0.00)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 317588 (value 191759; 0.00% of shares outstanding; change 0.00)
Holder of ORBS: FlexShares TRT-FlexShares Morningstar US Market Factor Tilt Index Fd.
Shares held as of 2026-05-31: 36480 (value 22026; 0.00% of shares outstanding; change 0.04)
Holder of ORBS: iShares Trust-iShares Morningstar Small-Cap Value ETF
Shares held as of 2026-05-31: 25664 (value 15495; 0.00% of shares outstanding; change 0.00)
Holder of ORC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1821899 (value 12352475; 0.01% of shares outstanding; change 0.26)
Holder of ORC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5394599 (value 36575382; 0.03% of shares outstanding; change 0.21)
Holder of ORC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1517769 (value 10138696; 0.01% of shares outstanding; change 0.01)
Holder of ORC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2041247 (value 13349755; 0.01% of shares outstanding; change 0.12)
Holder of ORC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6074681 (value 39728413; 0.03% of shares outstanding; change 0.13)
Holder of ORC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4556640 (value 30894020; 0.02% of shares outstanding; change 0.24)
Holder of ORC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1612628 (value 10933618; 0.01% of shares outstanding; change 0.22)
Holder of ORC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1055701 (value 7052082; 0.01% of shares outstanding; change 0.12)
Holder of ORC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1845102 (value 12066967; 0.01% of shares outstanding; change 0.22)
Holder of ORC: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 1638522 (value 10896171; 0.01% of shares outstanding; change -0.01)
Holder of ORC: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 2000546 (value 13303631; 0.01% of shares outstanding; change 0.02)
Holder of ORC: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 2546461 (value 16933965; 0.01% of shares outstanding; change 0.00)
Holder of ORC: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-04-30: 2317217 (value 15409493; 0.01% of shares outstanding; change -0.01)
Holder of ORC: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 2183327 (value 14584623; 0.01% of shares outstanding; change 0.00)
Holder of ORC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4378445 (value 29248011; 0.02% of shares outstanding; change -0.04)
Holder of ORC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1594223 (value 10649409; 0.01% of shares outstanding; change -0.01)
Holder of ORC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 973365 (value 6667550; 0.00% of shares outstanding; change -0.08)
Holder of ORC: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 1667195 (value 11420285; 0.01% of shares outstanding; change 0.02)
Holder of ORC: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 2568209 (value 17592231; 0.01% of shares outstanding; change 0.01)
Holder of ORC: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-05-31: 2339695 (value 15933322; 0.01% of shares outstanding; change 0.01)
Holder of ORC: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 2223388 (value 14540957; 0.01% of shares outstanding; change 0.02)
Holder of ORC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4420050 (value 28907126; 0.02% of shares outstanding; change 0.01)
Holder of ORC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1607720 (value 10514488; 0.01% of shares outstanding; change 0.01)
Holder of ORC: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 1604960 (value 10496438; 0.01% of shares outstanding; change -0.04)
Holder of ORC: GLOBAL X FUNDS-Global X SuperDividend REIT ETF
Shares held as of 2026-06-30: 978641 (value 6400312; 0.00% of shares outstanding; change 0.03)
Holder of ORC: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 2543245 (value 16632822; 0.01% of shares outstanding; change -0.01)
Holder of ORC: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-06-30: 2370898 (value 15505672; 0.01% of shares outstanding; change 0.01)
Holder of ORC.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 11028383 (value 1148495798; 0.00% of shares outstanding; change 0.03)
Holder of ORC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 21655564 (value 4526012876; 0.01% of shares outstanding; change 0.01)
Holder of ORC.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 12545080 (value 1306444623; 0.00% of shares outstanding; change 0.11)
Holder of ORC.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 10398301 (value 2173244909; 0.00% of shares outstanding; change 0.24)
Holder of ORC.DE: Investment Co of America
Shares held as of 2026-03-31: 10398301 (value 1143397168; 0.00% of shares outstanding; change 0.24)
Holder of ORC.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 43094432 (value 4487854122; 0.02% of shares outstanding; change 0.02)
Holder of ORC.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 18463894 (value 1922829909; 0.01% of shares outstanding; change 0.02)
Holder of ORC.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 54743852 (value 5701024713; 0.02% of shares outstanding; change 0.02)
Holder of ORC.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 13014243 (value 2719976787; 0.00% of shares outstanding; change 0.02)
Holder of ORC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 20261570 (value 4234668130; 0.01% of shares outstanding; change 0.03)
Holder of ORC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 21933365 (value 4584073285; 0.01% of shares outstanding; change 0.01)
Holder of ORC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 21700087 (value 2259847046; 0.01% of shares outstanding; change 0.00)
Holder of ORC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 22341245 (value 2326617240; 0.01% of shares outstanding; change 0.02)
Holder of ORC.DE: Investment Co of America
Shares held as of 2026-06-30: 12439777 (value 1295478369; 0.00% of shares outstanding; change 0.20)
Holder of ORC.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 13389765 (value 1394410118; 0.00% of shares outstanding; change 0.02)
Holder of ORC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 20494122 (value 2134257852; 0.01% of shares outstanding; change 0.00)
Holder of ORCL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 42413897 (value 9576209612; 0.01% of shares outstanding; change 0.04)
Holder of ORCL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 18135080 (value 4094538340; 0.01% of shares outstanding; change 0.98)
Holder of ORCL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 53756504 (value 12137143407; 0.02% of shares outstanding; change 0.01)
Holder of ORCL: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 11028383 (value 1268153737; 0.00% of shares outstanding; change 0.03)
Holder of ORCL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 21655564 (value 4889393213; 0.01% of shares outstanding; change 0.01)
Holder of ORCL: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 12545080 (value 1442558722; 0.00% of shares outstanding; change 0.11)
Holder of ORCL: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 10398301 (value 1462417046; 0.00% of shares outstanding; change 0.24)
Holder of ORCL: Investment Co of America
Shares held as of 2026-03-31: 10398301 (value 1314449267; 0.00% of shares outstanding; change 0.24)
Holder of ORCL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 43094432 (value 4955428643; 0.02% of shares outstanding; change 0.02)
Holder of ORCL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 18463894 (value 2123163131; 0.01% of shares outstanding; change 0.02)
Holder of ORCL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 54743852 (value 6294995424; 0.02% of shares outstanding; change 0.02)
Holder of ORCL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 21730319 (value 3753043540; 0.01% of shares outstanding; change 0.00)
Holder of ORCL: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 13014243 (value 2398394755; 0.00% of shares outstanding; change 0.02)
Holder of ORCL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 20261570 (value 4329492129; 0.01% of shares outstanding; change 0.03)
Holder of ORCL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 21933365 (value 3788111616; 0.01% of shares outstanding; change 0.01)
Holder of ORCL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 21700087 (value 2495292957; 0.01% of shares outstanding; change 0.00)
Holder of ORCL: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 13143766 (value 1848539242; 0.00% of shares outstanding; change 0.01)
Holder of ORCL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 20459756 (value 2877460071; 0.01% of shares outstanding; change 0.01)
Holder of ORCL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 22341245 (value 2569019714; 0.01% of shares outstanding; change 0.02)
Holder of ORCL: Investment Co of America
Shares held as of 2026-06-30: 12439777 (value 1430449930; 0.00% of shares outstanding; change 0.20)
Holder of ORCL: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 13389765 (value 1539689048; 0.00% of shares outstanding; change 0.02)
Holder of ORCL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 20494122 (value 2356619044; 0.01% of shares outstanding; change 0.00)
Holder of ORE.TO: American Century Quantitative Equity Funds, Inc.-GLOBAL GOLD FUND
Shares held as of 2025-12-31: 1035100 (value 2680908; 0.00% of shares outstanding; change -0.31)
Holder of ORE.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 232460 (value 602071; 0.00% of shares outstanding; change 0.00)
Holder of ORE.TO: GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources 
Shares held as of 2026-02-28: 2347111 (value 5304470; 0.00% of shares outstanding; change -0.30)
Holder of ORE.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 342360 (value 773733; 0.00% of shares outstanding; change 1.00)
Holder of ORE.TO: ETF Series Solutions-U.S. Global GO GOLD and Precious Metal Miners ETF
Shares held as of 2026-03-31: 2182800 (value 4933127; 0.00% of shares outstanding; change 1.00)
Holder of ORE.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-03-31: 271272 (value 702594; 0.00% of shares outstanding; change 1.00)
Holder of ORE.TO: OCM MUTUAL FUND
Shares held as of 2026-03-31: 500000 (value 1294999; 0.00% of shares outstanding; change 0.00)
Holder of ORE.TO: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 11906848 (value 26909476; 0.02% of shares outstanding; change 0.00)
Holder of ORE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 4591840 (value 11892865; 0.01% of shares outstanding; change 0.09)
Holder of ORE.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 986628 (value 2229779; 0.00% of shares outstanding; change 1.00)
Holder of ORE.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 381364 (value 861882; 0.00% of shares outstanding; change 0.64)
Holder of ORE.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-04-30: 271272 (value 629351; 0.00% of shares outstanding; change 0.00)
Holder of ORE.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 280366 (value 664467; 0.00% of shares outstanding; change 0.02)
Holder of ORE.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 11598619 (value 30040422; 0.02% of shares outstanding; change -0.02)
Holder of ORE.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 255400 (value 592527; 0.00% of shares outstanding; change 0.32)
Holder of ORE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 5097728 (value 11826728; 0.01% of shares outstanding; change 0.11)
Holder of ORE.TO: OCM MUTUAL FUND
Shares held as of 2026-05-31: 500000 (value 1129999; 0.00% of shares outstanding; change 0.00)
Holder of ORE.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 274686 (value 620790; 0.00% of shares outstanding; change -0.02)
Holder of ORE.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 11350547 (value 26333268; 0.02% of shares outstanding; change -0.02)
Holder of ORE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 5486987 (value 12400590; 0.01% of shares outstanding; change 0.08)
Holder of ORE.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 12650510 (value 28590152; 0.02% of shares outstanding; change 0.11)
Holder of ORG.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 16171231 (value 174649297; 0.01% of shares outstanding; change 0.02)
Holder of ORG.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 4905714 (value 52981712; 0.00% of shares outstanding; change 0.04)
Holder of ORG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 3798807 (value 41027116; 0.00% of shares outstanding; change 0.02)
Holder of ORG.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 25076603 (value 270827317; 0.01% of shares outstanding; change 0.01)
Holder of ORG.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 3718857 (value 39494260; 0.00% of shares outstanding; change 0.01)
Holder of ORG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 6339138 (value 68462691; 0.00% of shares outstanding; change 0.01)
Holder of ORG.AX: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-03-31: 9388501 (value 99705879; 0.01% of shares outstanding; change 1.00)
Holder of ORG.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 16586517 (value 176148808; 0.01% of shares outstanding; change 0.03)
Holder of ORG.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 3464940 (value 36797662; 0.00% of shares outstanding; change 0.06)
Holder of ORG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 6410253 (value 69230733; 0.00% of shares outstanding; change 0.01)
Holder of ORG.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 4985125 (value 52942026; 0.00% of shares outstanding; change 0.02)
Holder of ORG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 3945799 (value 41904384; 0.00% of shares outstanding; change 0.04)
Holder of ORG.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 25054830 (value 266082291; 0.01% of shares outstanding; change 0.00)
Holder of ORG.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 12303652 (value 132879443; 0.01% of shares outstanding; change 0.00)
Holder of ORG.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 5986481 (value 64653995; 0.00% of shares outstanding; change 0.00)
Holder of ORG.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 4526589 (value 48887162; 0.00% of shares outstanding; change 0.00)
Holder of ORG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 6480891 (value 68827061; 0.00% of shares outstanding; change 0.01)
Holder of ORG.AX: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-05-31: 9388501 (value 101395812; 0.01% of shares outstanding; change 0.00)
Holder of ORG.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 12390987 (value 131592280; 0.01% of shares outstanding; change 0.01)
Holder of ORG.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 6045614 (value 64204419; 0.00% of shares outstanding; change 0.01)
Holder of ORGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 45891 (value 68377; 0.01% of shares outstanding; change 0.00)
Holder of ORGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 109684 (value 163429; 0.02% of shares outstanding; change 0.00)
Holder of ORGN: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 2272 (value 3385; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 23 (value 22; 0.00% of shares outstanding; change 0.10)
Holder of ORGN: Fidelity Salem Street Trust-Fidelity Flex Small Cap Index Fund
Shares held as of 2026-02-28: 547 (value 536; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 10 (value 9; 0.00% of shares outstanding; change 0.43)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 23545 (value 30843; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6499 (value 8513; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6643 (value 8702; 0.00% of shares outstanding; change 0.10)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7731 (value 10127; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-03-31: 1214 (value 1808; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-03-31: 2539 (value 3783; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 2080 (value 1976; 0.00% of shares outstanding; change 0.18)
Holder of ORGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 45892 (value 43601; 0.01% of shares outstanding; change 0.00)
Holder of ORGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 109685 (value 104211; 0.02% of shares outstanding; change 0.00)
Holder of ORGN: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 25 (value 23; 0.00% of shares outstanding; change 0.09)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 23459 (value 22987; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6499 (value 6368; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6643 (value 6509; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7731 (value 7575; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 23459 (value 22288; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6500 (value 6175; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6643 (value 6311; 0.00% of shares outstanding; change 0.00)
Holder of ORGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7731 (value 7345; 0.00% of shares outstanding; change 0.00)
Holder of ORGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 803335 (value 2064570; 0.01% of shares outstanding; change 0.00)
Holder of ORGO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1991446 (value 5118016; 0.02% of shares outstanding; change 0.03)
Holder of ORGO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 416370 (value 997206; 0.00% of shares outstanding; change 0.00)
Holder of ORGO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 540070 (value 1293467; 0.00% of shares outstanding; change 0.02)
Holder of ORGO: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 389483 (value 932811; 0.00% of shares outstanding; change 0.07)
Holder of ORGO: Vanguard Explorer Fund
Shares held as of 2026-01-31: 492497 (value 1179530; 0.00% of shares outstanding; change 0.00)
Holder of ORGO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 666790 (value 1596962; 0.01% of shares outstanding; change 0.01)
Holder of ORGO: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 356392 (value 851776; 0.00% of shares outstanding; change -0.04)
Holder of ORGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 401227 (value 970969; 0.00% of shares outstanding; change 0.02)
Holder of ORGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 845166 (value 2019946; 0.01% of shares outstanding; change 0.05)
Holder of ORGO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1991446 (value 4759556; 0.02% of shares outstanding; change 0.00)
Holder of ORGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1698303 (value 4364638; 0.01% of shares outstanding; change 0.02)
Holder of ORGO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 534512 (value 1277483; 0.00% of shares outstanding; change -0.01)
Holder of ORGO: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 406571 (value 971704; 0.00% of shares outstanding; change 0.04)
Holder of ORGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 399767 (value 957441; 0.00% of shares outstanding; change 0.00)
Holder of ORGO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 675548 (value 1614559; 0.01% of shares outstanding; change 0.01)
Holder of ORGO: Vanguard Explorer Fund
Shares held as of 2026-04-30: 492497 (value 1177067; 0.00% of shares outstanding; change 0.00)
Holder of ORGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1631792 (value 3908141; 0.01% of shares outstanding; change -0.04)
Holder of ORGO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 570357 (value 1366005; 0.00% of shares outstanding; change 0.00)
Holder of ORGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 396236 (value 947004; 0.00% of shares outstanding; change -0.01)
Holder of ORGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1647321 (value 3937097; 0.01% of shares outstanding; change 0.01)
Holder of ORGO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 564477 (value 1349100; 0.00% of shares outstanding; change -0.01)
Holder of ORI: ADVISORS' INNER CIRCLE FUND-Hamlin High Dividend Equity Fund
Shares held as of 2025-12-31: 1832747 (value 68233169; 0.01% of shares outstanding; change 0.00)
Holder of ORI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2450142 (value 91218785; 0.01% of shares outstanding; change 0.00)
Holder of ORI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5053974 (value 188159449; 0.02% of shares outstanding; change -0.05)
Holder of ORI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3258466 (value 121312687; 0.01% of shares outstanding; change -0.04)
Holder of ORI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6998622 (value 260558693; 0.03% of shares outstanding; change 0.00)
Holder of ORI: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 5375000 (value 200111247; 0.02% of shares outstanding; change -0.08)
Holder of ORI: ADVISORS' INNER CIRCLE FUND-Hamlin High Dividend Equity Fund
Shares held as of 2026-03-31: 1832747 (value 77415236; 0.01% of shares outstanding; change 0.00)
Holder of ORI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2541174 (value 107466250; 0.01% of shares outstanding; change 0.04)
Holder of ORI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5099569 (value 215660777; 0.02% of shares outstanding; change 0.01)
Holder of ORI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3247278 (value 137327389; 0.01% of shares outstanding; change 0.00)
Holder of ORI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7004622 (value 296225470; 0.03% of shares outstanding; change 0.00)
Holder of ORI: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 4775000 (value 201934754; 0.02% of shares outstanding; change -0.11)
Holder of ORI: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-04-30: 2870552 (value 109540263; 0.01% of shares outstanding; change 0.00)
Holder of ORI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 2197346 (value 83850723; 0.01% of shares outstanding; change -0.02)
Holder of ORI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 7685323 (value 297345136; 0.03% of shares outstanding; change 0.02)
Holder of ORI: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 4431990 (value 175263036; 0.02% of shares outstanding; change 0.00)
Holder of ORI: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-05-31: 2965338 (value 117264285; 0.01% of shares outstanding; change 0.03)
Holder of ORI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 2193681 (value 90884204; 0.01% of shares outstanding; change 0.00)
Holder of ORI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 7723029 (value 326606903; 0.03% of shares outstanding; change 0.00)
Holder of ORI: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 4383798 (value 185390821; 0.02% of shares outstanding; change -0.01)
Holder of ORI: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-06-30: 3001721 (value 126942783; 0.01% of shares outstanding; change 0.01)
Holder of ORI: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 2245264 (value 94952216; 0.01% of shares outstanding; change 0.41)
Holder of ORI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 2183947 (value 92359120; 0.01% of shares outstanding; change 0.00)
Holder of ORI.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4426849 (value 100489475; 0.01% of shares outstanding; change 0.00)
Holder of ORI.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1395007 (value 31834059; 0.00% of shares outstanding; change -0.02)
Holder of ORI.AX: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 1865299 (value 42566122; 0.00% of shares outstanding; change 0.00)
Holder of ORI.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 1782895 (value 40685663; 0.00% of shares outstanding; change 0.00)
Holder of ORI.AX: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 3803321 (value 86791784; 0.01% of shares outstanding; change 0.19)
Holder of ORI.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 6936837 (value 158298618; 0.02% of shares outstanding; change -0.01)
Holder of ORI.AX: Perpetual Americas Funds Trust-JOHCM International Select Fund
Shares held as of 2026-03-31: 2818917 (value 64694147; 0.01% of shares outstanding; change 1.00)
Holder of ORI.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4530747 (value 103980647; 0.01% of shares outstanding; change 0.02)
Holder of ORI.AX: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 1666374 (value 38243284; 0.00% of shares outstanding; change 0.00)
Holder of ORI.AX: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 1865299 (value 42808613; 0.00% of shares outstanding; change 0.00)
Holder of ORI.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 2009284 (value 46113069; 0.00% of shares outstanding; change 0.13)
Holder of ORI.AX: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 4830818 (value 110867276; 0.01% of shares outstanding; change 0.27)
Holder of ORI.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 1410285 (value 32366041; 0.00% of shares outstanding; change 0.02)
Holder of ORI.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 6913561 (value 158666230; 0.01% of shares outstanding; change 0.00)
Holder of ORI.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3452705 (value 78790727; 0.01% of shares outstanding; change 0.00)
Holder of ORI.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1830508 (value 41772192; 0.00% of shares outstanding; change -0.01)
Holder of ORI.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3477835 (value 79816315; 0.01% of shares outstanding; change 0.01)
Holder of ORI.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1876476 (value 43065125; 0.00% of shares outstanding; change 0.03)
Holder of ORIC: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 951433 (value 7135747; 0.01% of shares outstanding; change 0.00)
Holder of ORIC: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 940154 (value 7051155; 0.01% of shares outstanding; change 0.06)
Holder of ORIC: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 736051 (value 5520382; 0.01% of shares outstanding; change 0.18)
Holder of ORIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 831948 (value 7029960; 0.01% of shares outstanding; change 0.01)
Holder of ORIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2447673 (value 20682836; 0.02% of shares outstanding; change -0.11)
Holder of ORIC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 648315 (value 5478261; 0.01% of shares outstanding; change 0.01)
Holder of ORIC: ACAP Strategic Fund
Shares held as of 2026-03-31: 2226067 (value 26935411; 0.02% of shares outstanding; change 0.00)
Holder of ORIC: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 718374 (value 5387805; 0.01% of shares outstanding; change 0.00)
Holder of ORIC: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 951433 (value 11512339; 0.01% of shares outstanding; change 0.00)
Holder of ORIC: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 950201 (value 11497432; 0.01% of shares outstanding; change 0.53)
Holder of ORIC: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 1740383 (value 21058634; 0.02% of shares outstanding; change 0.85)
Holder of ORIC: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 985136 (value 11920145; 0.01% of shares outstanding; change 0.34)
Holder of ORIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 859828 (value 10403919; 0.01% of shares outstanding; change 0.03)
Holder of ORIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2738573 (value 33136734; 0.03% of shares outstanding; change 0.12)
Holder of ORIC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1622032 (value 13706170; 0.02% of shares outstanding; change 0.02)
Holder of ORIC: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 718374 (value 6573121; 0.01% of shares outstanding; change 0.00)
Holder of ORIC: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2428081 (value 20614407; 0.02% of shares outstanding; change 0.12)
Holder of ORIC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1558472 (value 14260018; 0.02% of shares outstanding; change -0.04)
Holder of ORIC: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 718374 (value 8692325; 0.01% of shares outstanding; change 0.00)
Holder of ORIC: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2374415 (value 25762403; 0.02% of shares outstanding; change -0.02)
Holder of ORIC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1573312 (value 19037075; 0.02% of shares outstanding; change 0.01)
Holder of ORIC: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 3253214 (value 39363890; 0.03% of shares outstanding; change 0.37)
Holder of ORIO: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 561721 (value 365006; 0.02% of shares outstanding; change -0.04)
Holder of ORIO: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 3 (value 1; 0.00% of shares outstanding; change 0.00)
Holder of ORIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5176 (value 4523; 0.00% of shares outstanding; change 0.00)
Holder of ORIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5176 (value 4581; 0.00% of shares outstanding; change 0.00)
Holder of ORIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5176 (value 3363; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 20493 (value 211180; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 4025 (value 41477; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 3737 (value 38491; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 370300 (value 3815941; 0.04% of shares outstanding; change 0.00)
Holder of ORIQ: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 7976 (value 82152; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 11060 (value 113973; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 5153 (value 53230; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 21824 (value 224896; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund
Shares held as of 2026-03-31: 5000 (value 51649; 0.00% of shares outstanding; change 1.00)
Holder of ORIQ: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 20493 (value 211692; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 4025 (value 41578; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 3737 (value 38603; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 370300 (value 3825198; 0.04% of shares outstanding; change 0.00)
Holder of ORIQ: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 7976 (value 82392; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 11060 (value 114249; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 21824 (value 225223; 0.00% of shares outstanding; change 0.00)
Holder of ORIQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 21824 (value 225441; 0.00% of shares outstanding; change 0.00)
Holder of ORIQW: INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund
Shares held as of 2026-03-31: 2500 (value 375; 0.02% of shares outstanding; change 1.00)
Holder of ORK.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6275543 (value 614375669; 0.01% of shares outstanding; change 0.02)
Holder of ORK.OL: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 16166787 (value 1640928880; 0.02% of shares outstanding; change 0.00)
Holder of ORK.OL: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 13060096 (value 1325599744; 0.01% of shares outstanding; change 0.00)
Holder of ORK.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9790156 (value 993700834; 0.01% of shares outstanding; change 0.01)
Holder of ORK.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6430718 (value 679726872; 0.01% of shares outstanding; change 0.02)
Holder of ORK.OL: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2606180 (value 264527270; 0.00% of shares outstanding; change 0.01)
Holder of ORK.OL: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-04-30: 10229419 (value 1001460135; 0.01% of shares outstanding; change 0.00)
Holder of ORK.OL: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 3530284 (value 358323826; 0.00% of shares outstanding; change 0.04)
Holder of ORK.OL: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 16166787 (value 1708829336; 0.02% of shares outstanding; change 0.00)
Holder of ORK.OL: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 13060096 (value 1380452107; 0.01% of shares outstanding; change 0.00)
Holder of ORK.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9780696 (value 1033819537; 0.01% of shares outstanding; change 0.00)
Holder of ORK.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4989334 (value 506417401; 0.01% of shares outstanding; change 0.00)
Holder of ORK.OL: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-04-30: 2108966 (value 214060049; 0.00% of shares outstanding; change 0.00)
Holder of ORK.OL: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 2449539 (value 248628208; 0.00% of shares outstanding; change 0.02)
Holder of ORK.OL: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2635692 (value 278592636; 0.00% of shares outstanding; change 0.01)
Holder of ORK.OL: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-05-31: 10560230 (value 1071863345; 0.01% of shares outstanding; change 0.03)
Holder of ORK.OL: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 3634216 (value 384136620; 0.00% of shares outstanding; change 0.03)
Holder of ORK.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5025469 (value 531192057; 0.01% of shares outstanding; change 0.01)
Holder of ORK.OL: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-05-31: 2122791 (value 224379002; 0.00% of shares outstanding; change 0.01)
Holder of ORK.OL: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 2449539 (value 258916264; 0.00% of shares outstanding; change 0.00)
Holder of ORK.OL: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-06-30: 10693123 (value 1130263068; 0.01% of shares outstanding; change 0.01)
Holder of ORKA: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 462775 (value 27831288; 0.01% of shares outstanding; change 0.88)
Holder of ORKA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1368827 (value 80117442; 0.02% of shares outstanding; change 0.29)
Holder of ORKA: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 553410 (value 47994481; 0.01% of shares outstanding; change 0.00)
Holder of ORKA: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 710786 (value 41602303; 0.01% of shares outstanding; change 0.00)
Holder of ORKA: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 560000 (value 32776799; 0.01% of shares outstanding; change -0.07)
Holder of ORKA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 478826 (value 28796595; 0.01% of shares outstanding; change 0.18)
Holder of ORKA: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 475783 (value 28613589; 0.01% of shares outstanding; change 0.00)
Holder of ORKA: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 1011610 (value 59209532; 0.02% of shares outstanding; change 0.01)
Holder of ORKA: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 476018 (value 43869820; 0.01% of shares outstanding; change 0.03)
Holder of ORKA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 437253 (value 40297238; 0.01% of shares outstanding; change 0.03)
Holder of ORKA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1374750 (value 126696965; 0.02% of shares outstanding; change 0.00)
Holder of ORKA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 944174 (value 55262503; 0.02% of shares outstanding; change 0.01)
Holder of ORKA: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 737386 (value 63949799; 0.01% of shares outstanding; change 0.04)
Holder of ORKA: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1203192 (value 104346824; 0.02% of shares outstanding; change 1.51)
Holder of ORKA: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 685718 (value 63195773; 0.01% of shares outstanding; change 0.24)
Holder of ORKA: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 562683 (value 48798682; 0.01% of shares outstanding; change 0.18)
Holder of ORKA: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 831700 (value 72129181; 0.01% of shares outstanding; change -0.18)
Holder of ORKA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 850365 (value 61515400; 0.01% of shares outstanding; change 0.12)
Holder of ORKA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 910559 (value 78968227; 0.02% of shares outstanding; change -0.04)