speb/financial-data huggingface dataset:
Holder of SGRY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1831825 (value 26872872; 0.01% of shares outstanding; change -0.03)
Holder of SGRY: Fidelity Select Portfolios-Select Health Care Services Portfolio
Shares held as of 2026-05-31: 1056357 (value 16616495; 0.01% of shares outstanding; change -0.04)
Holder of SGRY: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-05-31: 12979640 (value 190411319; 0.10% of shares outstanding; change 0.00)
Holder of SGRY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1849262 (value 29088890; 0.01% of shares outstanding; change 0.01)
Holder of SGSN.SW: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2025-12-31: 810766 (value 71704147; 0.00% of shares outstanding; change -0.04)
Holder of SGSN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1569086 (value 138769969; 0.01% of shares outstanding; change 0.02)
Holder of SGSN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 414371 (value 37484000; 0.00% of shares outstanding; change 0.01)
Holder of SGSN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 368146 (value 33302486; 0.00% of shares outstanding; change 0.02)
Holder of SGSN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2427206 (value 219565052; 0.01% of shares outstanding; change 0.01)
Holder of SGSN.SW: BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund
Shares held as of 2026-02-28: 804400 (value 75114869; 0.00% of shares outstanding; change -0.23)
Holder of SGSN.SW: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2026-03-31: 712010 (value 66487491; 0.00% of shares outstanding; change -0.12)
Holder of SGSN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 608465 (value 53812646; 0.00% of shares outstanding; change 0.01)
Holder of SGSN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 724650 (value 64088047; 0.00% of shares outstanding; change 0.00)
Holder of SGSN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1605687 (value 149939047; 0.01% of shares outstanding; change 0.02)
Holder of SGSN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 615828 (value 55707800; 0.00% of shares outstanding; change 0.01)
Holder of SGSN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 757024 (value 68480390; 0.00% of shares outstanding; change 0.04)
Holder of SGSN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 403654 (value 37693209; 0.00% of shares outstanding; change -0.03)
Holder of SGSN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 382927 (value 35757722; 0.00% of shares outstanding; change 0.04)
Holder of SGSN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2428429 (value 226766693; 0.01% of shares outstanding; change 0.00)
Holder of SGSN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1177440 (value 106511221; 0.01% of shares outstanding; change 0.01)
Holder of SGSN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 577365 (value 52228437; 0.00% of shares outstanding; change 0.01)
Holder of SGSN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 622471 (value 58126340; 0.00% of shares outstanding; change 0.01)
Holder of SGSN.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 779306 (value 72771592; 0.00% of shares outstanding; change 0.03)
Holder of SGSN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1192925 (value 111395333; 0.01% of shares outstanding; change 0.02)
Holder of SGSN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 578508 (value 54021075; 0.00% of shares outstanding; change 0.01)
Holder of SGU: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 135 (value 1697; 0.00% of shares outstanding; change 0.06)
Holder of SGU: Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo
Shares held as of 2026-02-28: 25893 (value 338939; 0.00% of shares outstanding; change 1.00)
Holder of SGU: American Century ETF Trust-Avantis U.S. Small Cap Equity Fund
Shares held as of 2026-03-31: 45 (value 587; 0.00% of shares outstanding; change 0.00)
Holder of SGU: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 16378 (value 213732; 0.00% of shares outstanding; change -0.27)
Holder of SGU: MUTUAL FUND SERIES TRUST-AlphaCentric Real Income Fund
Shares held as of 2026-03-31: 21239 (value 277168; 0.00% of shares outstanding; change 1.00)
Holder of SGU: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-03-31: 62645 (value 820023; 0.00% of shares outstanding; change 1.00)
Holder of SGU: -Innovator U.S. Small Cap Managed 10 Buffer ETF
Shares held as of 2026-04-30: 558 (value 7281; 0.00% of shares outstanding; change 1.00)
Holder of SGU: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 144 (value 1879; 0.00% of shares outstanding; change 0.07)
Holder of SGU: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 11720 (value 148726; 0.00% of shares outstanding; change 0.00)
Holder of SGU: American Century ETF Trust-Avantis US Equity ETF
Shares held as of 2026-04-30: 932 (value 11827; 0.00% of shares outstanding; change 0.00)
Holder of SGU: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 100 (value 1268; 0.00% of shares outstanding; change 0.00)
Holder of SGU: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 11720 (value 147378; 0.00% of shares outstanding; change 0.00)
Holder of SGU: American Century ETF Trust-Avantis US Equity ETF
Shares held as of 2026-05-31: 932 (value 11719; 0.00% of shares outstanding; change 0.00)
Holder of SGU: Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo
Shares held as of 2026-05-31: 25893 (value 337903; 0.00% of shares outstanding; change 0.00)
Holder of SGU: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 100 (value 1309; 0.00% of shares outstanding; change 0.00)
Holder of SGU: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 7592 (value 99075; 0.00% of shares outstanding; change -0.35)
Holder of SGU: American Century ETF Trust-Avantis US Equity ETF
Shares held as of 2026-06-30: 932 (value 12162; 0.00% of shares outstanding; change 0.00)
Holder of SGU: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 100 (value 1305; 0.00% of shares outstanding; change 0.00)
Holder of SGU: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-06-30: 62645 (value 817517; 0.00% of shares outstanding; change 0.00)
Holder of SGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 323550 (value 3099608; 0.00% of shares outstanding; change 0.59)
Holder of SGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 329370 (value 3155364; 0.00% of shares outstanding; change 0.03)
Holder of SGY.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 217348 (value 2082193; 0.00% of shares outstanding; change 0.00)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 102680 (value 983674; 0.00% of shares outstanding; change 2.25)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 74902 (value 717561; 0.00% of shares outstanding; change 0.18)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 114453 (value 1096459; 0.00% of shares outstanding; change 0.66)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 245521 (value 2352091; 0.00% of shares outstanding; change 0.25)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 80855 (value 774590; 0.00% of shares outstanding; change 0.00)
Holder of SGY.TO: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 88100 (value 843997; 0.00% of shares outstanding; change 0.00)
Holder of SGY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 2192220 (value 21966045; 0.02% of shares outstanding; change 0.01)
Holder of SGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1165311 (value 11956091; 0.01% of shares outstanding; change 2.60)
Holder of SGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 339513 (value 3483403; 0.00% of shares outstanding; change 0.03)
Holder of SGY.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 407103 (value 4176876; 0.00% of shares outstanding; change 0.87)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 107380 (value 1101718; 0.00% of shares outstanding; change 0.05)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 100583 (value 1031981; 0.00% of shares outstanding; change 0.34)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 153893 (value 1578942; 0.00% of shares outstanding; change 0.34)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 393934 (value 4041762; 0.00% of shares outstanding; change 0.60)
Holder of SGY.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 80855 (value 764079; 0.00% of shares outstanding; change 0.00)
Holder of SGY.TO: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 152800 (value 1567728; 0.00% of shares outstanding; change 0.73)
Holder of SGY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 2221769 (value 21284546; 0.02% of shares outstanding; change 0.01)
Holder of SGY.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 81583 (value 837041; 0.00% of shares outstanding; change 1.22)
Holder of SGY.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 2237120 (value 22952851; 0.02% of shares outstanding; change 0.01)
Holder of SHA0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1857900 (value 19359318; 0.00% of shares outstanding; change 0.02)
Holder of SHA0.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 682497 (value 7111618; 0.00% of shares outstanding; change 0.00)
Holder of SHA0.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 560144 (value 5836700; 0.00% of shares outstanding; change 1.05)
Holder of SHA0.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 722946 (value 7533097; 0.00% of shares outstanding; change 0.02)
Holder of SHA0.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2876108 (value 29969045; 0.00% of shares outstanding; change 0.00)
Holder of SHA0.DE: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 862948 (value 6886325; 0.00% of shares outstanding; change 0.19)
Holder of SHA0.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 1115278 (value 11621196; 0.00% of shares outstanding; change 1.00)
Holder of SHA0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1911475 (value 15253570; 0.00% of shares outstanding; change 0.03)
Holder of SHA0.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 806832 (value 8407189; 0.00% of shares outstanding; change 0.00)
Holder of SHA0.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 768117 (value 6129573; 0.00% of shares outstanding; change 0.59)
Holder of SHA0.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 477604 (value 3811279; 0.00% of shares outstanding; change -0.03)
Holder of SHA0.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2876108 (value 22951341; 0.00% of shares outstanding; change 0.00)
Holder of SHA0.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1478628 (value 15407303; 0.00% of shares outstanding; change 0.01)
Holder of SHA0.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 751444 (value 7830046; 0.00% of shares outstanding; change 0.00)
Holder of SHA0.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 1302838 (value 10396647; 0.00% of shares outstanding; change 0.08)
Holder of SHA0.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1490848 (value 11896967; 0.00% of shares outstanding; change 0.01)
Holder of SHA0.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 776138 (value 6193581; 0.00% of shares outstanding; change 0.03)
Holder of SHA0.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 469722 (value 3748381; 0.00% of shares outstanding; change -0.29)
Holder of SHA0.DE: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-06-30: 2267248 (value 18092639; 0.00% of shares outstanding; change 1.00)
Holder of SHAK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 434340 (value 27932404; 0.01% of shares outstanding; change 0.01)
Holder of SHAK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 488834 (value 31436913; 0.01% of shares outstanding; change -0.03)
Holder of SHAK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 867334 (value 55778247; 0.02% of shares outstanding; change -0.04)
Holder of SHAK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1205443 (value 77522036; 0.03% of shares outstanding; change 0.00)
Holder of SHAK: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1177675 (value 63588560; 0.03% of shares outstanding; change 0.20)
Holder of SHAK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 380591 (value 20550010; 0.01% of shares outstanding; change 0.01)
Holder of SHAK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 449287 (value 25654287; 0.01% of shares outstanding; change 0.03)
Holder of SHAK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 493038 (value 28152469; 0.01% of shares outstanding; change 0.01)
Holder of SHAK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 881736 (value 50347124; 0.02% of shares outstanding; change 0.02)
Holder of SHAK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1217390 (value 69512967; 0.03% of shares outstanding; change 0.01)
Holder of SHAK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 950753 (value 61142923; 0.02% of shares outstanding; change 0.00)
Holder of SHAK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 384576 (value 21959289; 0.01% of shares outstanding; change 0.01)
Holder of SHAK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 368045 (value 21744099; 0.01% of shares outstanding; change 0.01)
Holder of SHAK: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1177675 (value 67245240; 0.03% of shares outstanding; change 0.00)
Holder of SHAK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2453187 (value 144934292; 0.06% of shares outstanding; change 0.01)
Holder of SHAK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 913525 (value 49325781; 0.02% of shares outstanding; change -0.04)
Holder of SHAK: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-04-30: 354068 (value 20918338; 0.01% of shares outstanding; change 0.02)
Holder of SHAK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 371373 (value 21762457; 0.01% of shares outstanding; change 0.01)
Holder of SHAK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2439889 (value 139317658; 0.06% of shares outstanding; change -0.01)
Holder of SHAK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 928346 (value 53008555; 0.02% of shares outstanding; change 0.02)
Holder of SHAK: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-05-31: 357116 (value 20391323; 0.01% of shares outstanding; change 0.01)
Holder of SHAK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 371324 (value 21202599; 0.01% of shares outstanding; change 0.00)
Holder of SHAZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7890 (value 531864; 0.00% of shares outstanding; change 1.00)
Holder of SHAZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 8573 (value 745765; 0.00% of shares outstanding; change 0.09)
Holder of SHAZ: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 127284 (value 8259458; 0.02% of shares outstanding; change -0.07)
Holder of SHAZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 8573 (value 556301; 0.00% of shares outstanding; change 0.00)
Holder of SHAZ: -ProShares Russell 2000 Dynamic Buffer ETF
Shares held as of 2026-06-30: 1 (value 64; 0.00% of shares outstanding; change 1.00)
Holder of SHAZ: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 8552 (value 554939; 0.00% of shares outstanding; change 1.00)
Holder of SHAZ: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 1955 (value 126859; 0.00% of shares outstanding; change 1.00)
Holder of SHAZ: ProShares Trust-ProShares Hedge Replication ETF
Shares held as of 2026-06-30: 4 (value 259; 0.00% of shares outstanding; change 1.00)
Holder of SHAZ: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 223 (value 14470; 0.00% of shares outstanding; change 1.00)
Holder of SHAZ: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 177 (value 11485; 0.00% of shares outstanding; change 1.00)
Holder of SHAZ: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 147 (value 9538; 0.00% of shares outstanding; change 1.00)
Holder of SHBI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 301677 (value 6537340; 0.01% of shares outstanding; change 0.16)
Holder of SHBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 326838 (value 6752473; 0.01% of shares outstanding; change -0.04)
Holder of SHBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 962960 (value 19894753; 0.03% of shares outstanding; change 0.00)
Holder of SHBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 315497 (value 7007188; 0.01% of shares outstanding; change 0.00)
Holder of SHBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 299683 (value 6655959; 0.01% of shares outstanding; change 0.01)
Holder of SHBI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 284536 (value 6441894; 0.01% of shares outstanding; change -0.06)
Holder of SHBI: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 350811 (value 8282647; 0.01% of shares outstanding; change 1.00)
Holder of SHBI: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 406028 (value 8798626; 0.01% of shares outstanding; change 0.00)
Holder of SHBI: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 420998 (value 9123026; 0.01% of shares outstanding; change 0.00)
Holder of SHBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 338818 (value 7999493; 0.01% of shares outstanding; change 0.04)
Holder of SHBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1004786 (value 23722998; 0.03% of shares outstanding; change 0.04)
Holder of SHBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 772755 (value 15965118; 0.02% of shares outstanding; change 0.00)
Holder of SHBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 826023 (value 17899918; 0.02% of shares outstanding; change 0.05)
Holder of SHBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 361594 (value 8537234; 0.01% of shares outstanding; change 0.15)
Holder of SHBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 304328 (value 7185184; 0.01% of shares outstanding; change 0.02)
Holder of SHBI: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 406028 (value 9017881; 0.01% of shares outstanding; change 0.00)
Holder of SHBI: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 420998 (value 9350365; 0.01% of shares outstanding; change 0.00)
Holder of SHBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 742564 (value 16492345; 0.02% of shares outstanding; change -0.04)
Holder of SHBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 866691 (value 19249206; 0.03% of shares outstanding; change 0.05)
Holder of SHBI: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 710239 (value 15774407; 0.02% of shares outstanding; change 1.02)
Holder of SHBI: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 406028 (value 9586321; 0.01% of shares outstanding; change 0.00)
Holder of SHBI: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 420998 (value 9939763; 0.01% of shares outstanding; change 0.00)
Holder of SHBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 749613 (value 17698363; 0.02% of shares outstanding; change 0.01)
Holder of SHBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 905545 (value 21379918; 0.03% of shares outstanding; change 0.04)
Holder of SHBI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 333548 (value 7875068; 0.01% of shares outstanding; change 0.26)
Holder of SHC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2230898 (value 34891245; 0.01% of shares outstanding; change -0.03)
Holder of SHC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2063250 (value 32227964; 0.01% of shares outstanding; change -0.09)
Holder of SHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2234035 (value 34940308; 0.01% of shares outstanding; change 0.19)
Holder of SHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2553611 (value 39938476; 0.01% of shares outstanding; change 0.13)
Holder of SHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4510633 (value 70546301; 0.02% of shares outstanding; change 0.12)
Holder of SHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6275743 (value 98152622; 0.02% of shares outstanding; change 0.17)
Holder of SHC: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-03-31: 4853280 (value 84204409; 0.02% of shares outstanding; change 0.15)
Holder of SHC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2227531 (value 38647663; 0.01% of shares outstanding; change 0.00)
Holder of SHC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2004729 (value 34782048; 0.01% of shares outstanding; change -0.03)
Holder of SHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2593488 (value 44997017; 0.01% of shares outstanding; change 0.16)
Holder of SHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3114643 (value 54039057; 0.01% of shares outstanding; change 0.22)
Holder of SHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5573406 (value 96698596; 0.02% of shares outstanding; change 0.24)
Holder of SHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7690807 (value 133435504; 0.03% of shares outstanding; change 0.23)
Holder of SHC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1619961 (value 25692580; 0.01% of shares outstanding; change 1.00)
Holder of SHC: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1762444 (value 27529375; 0.01% of shares outstanding; change 0.00)
Holder of SHC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 7856103 (value 124283547; 0.03% of shares outstanding; change 0.02)
Holder of SHC: iShares Trust-iShares S&P Mid-Cap 400 Growth ETF
Shares held as of 2026-04-30: 1414207 (value 22118197; 0.01% of shares outstanding; change 0.00)
Holder of SHC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 3347600 (value 58080861; 0.01% of shares outstanding; change 1.07)
Holder of SHC: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-05-31: 5853280 (value 92833018; 0.02% of shares outstanding; change 0.21)
Holder of SHC: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1979348 (value 36459590; 0.01% of shares outstanding; change 0.12)
Holder of SHC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 8969293 (value 155617236; 0.03% of shares outstanding; change 0.14)
Holder of SHC: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 2040516 (value 35402953; 0.01% of shares outstanding; change 0.03)
Holder of SHEL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 3810609 (value 300314085; 0.00% of shares outstanding; change -0.01)
Holder of SHEL: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 8171051 (value 643960509; 0.00% of shares outstanding; change 0.00)
Holder of SHEL: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 6141117 (value 483981415; 0.00% of shares outstanding; change 0.03)
Holder of SHEL: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 4200523 (value 353348006; 0.00% of shares outstanding; change 0.00)
Holder of SHEL: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 3545512 (value 298248479; 0.00% of shares outstanding; change 0.00)
Holder of SHEL: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 3881665 (value 343061542; 0.00% of shares outstanding; change 0.24)
Holder of SHEL: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-03-31: 6582900 (value 553753566; 0.00% of shares outstanding; change 0.00)
Holder of SHEL: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 5603907 (value 471400672; 0.00% of shares outstanding; change 0.02)
Holder of SHEL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 9671984 (value 825987448; 0.00% of shares outstanding; change 24.03)
Holder of SHEL: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-03-31: 4134000 (value 347752091; 0.00% of shares outstanding; change 0.00)
Holder of SHEL: Franklin Custodian Funds-FRANKLIN INCOME FUND
Shares held as of 2026-03-31: 4500000 (value 397709987; 0.00% of shares outstanding; change 0.13)
Holder of SHEL: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 5153623 (value 406157016; 0.00% of shares outstanding; change 0.23)
Holder of SHEL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 3754501 (value 331822788; 0.00% of shares outstanding; change -0.01)
Holder of SHEL: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 8323331 (value 735615970; 0.00% of shares outstanding; change 0.02)
Holder of SHEL: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 7017724 (value 620226427; 0.00% of shares outstanding; change 0.14)
Holder of SHEL: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-04-30: 6082300 (value 479346048; 0.00% of shares outstanding; change -0.08)
Holder of SHEL: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-04-30: 5574507 (value 439326883; 0.00% of shares outstanding; change -0.01)
Holder of SHEL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 8790484 (value 692778022; 0.00% of shares outstanding; change -0.09)
Holder of SHEL: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-04-30: 3703800 (value 291896468; 0.00% of shares outstanding; change -0.10)
Holder of SHEL: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 5039226 (value 445366780; 0.00% of shares outstanding; change -0.02)
Holder of SHEL: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-05-31: 6019500 (value 532003393; 0.00% of shares outstanding; change -0.01)
Holder of SHEL: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 5586907 (value 493770825; 0.00% of shares outstanding; change 0.00)
Holder of SHEL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 8878984 (value 784724581; 0.00% of shares outstanding; change 0.01)
Holder of SHEL: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-05-31: 3603500 (value 318477320; 0.00% of shares outstanding; change -0.03)
Holder of SHEL.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 54647652 (value 174653895792; 0.01% of shares outstanding; change 0.00)
Holder of SHEL.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 17526038 (value 52656981171; 0.00% of shares outstanding; change 0.37)
Holder of SHEL.L: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 27048305 (value 81266632372; 0.00% of shares outstanding; change 0.01)
Holder of SHEL.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 84599399 (value 254178894295; 0.02% of shares outstanding; change -0.01)
Holder of SHEL.L: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 16707724 (value 55227381682; 0.00% of shares outstanding; change 1.00)
Holder of SHEL.L: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 25372538 (value 82105532968; 0.00% of shares outstanding; change 0.00)
Holder of SHEL.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 25453952 (value 82368988672; 0.00% of shares outstanding; change 0.82)
Holder of SHEL.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 20967072 (value 67010762112; 0.00% of shares outstanding; change -0.01)
Holder of SHEL.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 55072549 (value 182042310719; 0.01% of shares outstanding; change 0.01)
Holder of SHEL.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 21217448 (value 63747822516; 0.00% of shares outstanding; change 0.01)
Holder of SHEL.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 17526038 (value 57932318609; 0.00% of shares outstanding; change 0.00)
Holder of SHEL.L: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 27048305 (value 89408172177; 0.00% of shares outstanding; change 0.00)
Holder of SHEL.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 83281432 (value 275286773476; 0.01% of shares outstanding; change -0.02)
Holder of SHEL.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 40601001 (value 121985707504; 0.01% of shares outstanding; change 0.01)
Holder of SHEL.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 19857742 (value 59662585839; 0.00% of shares outstanding; change 0.01)
Holder of SHEL.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 21440700 (value 70872233850; 0.00% of shares outstanding; change 0.01)
Holder of SHEL.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 41135824 (value 135974466232; 0.01% of shares outstanding; change 0.01)
Holder of SHEL.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 20051925 (value 66281638087; 0.00% of shares outstanding; change 0.01)
Holder of SHEL.L: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 14923137 (value 49328429353; 0.00% of shares outstanding; change 0.00)
Holder of SHEL.L: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 25372538 (value 83868924359; 0.00% of shares outstanding; change 0.00)
Holder of SHELL.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 54647652 (value 2049286950; 0.01% of shares outstanding; change 0.00)
Holder of SHELL.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 17526038 (value 611045344; 0.00% of shares outstanding; change 0.37)
Holder of SHELL.AS: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 27048305 (value 943039199; 0.00% of shares outstanding; change 0.01)
Holder of SHELL.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 84599399 (value 2949558188; 0.02% of shares outstanding; change -0.01)
Holder of SHELL.AS: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 16707724 (value 596883414; 0.00% of shares outstanding; change 1.00)
Holder of SHELL.AS: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 25372538 (value 906433881; 0.00% of shares outstanding; change 0.00)
Holder of SHELL.AS: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 25453952 (value 909342396; 0.00% of shares outstanding; change 0.82)
Holder of SHELL.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 55072549 (value 1967466728; 0.01% of shares outstanding; change 0.01)
Holder of SHELL.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 21217448 (value 739746360; 0.00% of shares outstanding; change 0.01)
Holder of SHELL.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 17526038 (value 626117680; 0.00% of shares outstanding; change 0.00)
Holder of SHELL.AS: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 27048305 (value 966300654; 0.00% of shares outstanding; change 0.00)
Holder of SHELL.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 83281432 (value 2975229031; 0.01% of shares outstanding; change -0.02)
Holder of SHELL.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 40601001 (value 1415553968; 0.01% of shares outstanding; change 0.01)
Holder of SHELL.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 19857742 (value 692340208; 0.00% of shares outstanding; change 0.01)
Holder of SHELL.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 21440700 (value 765968974; 0.00% of shares outstanding; change 0.01)
Holder of SHELL.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 41135824 (value 1469577249; 0.01% of shares outstanding; change 0.01)
Holder of SHELL.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 20051925 (value 716354990; 0.00% of shares outstanding; change 0.01)
Holder of SHEN: Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund
Shares held as of 2025-12-31: 2935927 (value 46828035; 0.05% of shares outstanding; change 0.20)
Holder of SHEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 506542 (value 8079344; 0.01% of shares outstanding; change 0.08)
Holder of SHEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1621397 (value 25861281; 0.03% of shares outstanding; change 0.00)
Holder of SHEN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 458382 (value 6490689; 0.01% of shares outstanding; change -0.16)
Holder of SHEN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 497994 (value 7051594; 0.01% of shares outstanding; change 0.01)
Holder of SHEN: Hennessy Funds Trust-Hennessy Focus Fund
Shares held as of 2026-03-31: 796737 (value 11281795; 0.01% of shares outstanding; change 0.00)
Holder of SHEN: Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund
Shares held as of 2026-03-31: 2935927 (value 33528286; 0.05% of shares outstanding; change 0.00)
Holder of SHEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 504391 (value 5760145; 0.01% of shares outstanding; change 0.00)
Holder of SHEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1621397 (value 18516353; 0.03% of shares outstanding; change 0.00)
Holder of SHEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1228220 (value 19590108; 0.02% of shares outstanding; change 0.02)
Holder of SHEN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 434728 (value 6933911; 0.01% of shares outstanding; change 0.00)
Holder of SHEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 929220 (value 14979027; 0.02% of shares outstanding; change 0.00)
Holder of SHEN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 519067 (value 5927745; 0.01% of shares outstanding; change 0.13)
Holder of SHEN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 502499 (value 5738538; 0.01% of shares outstanding; change 0.01)
Holder of SHEN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2785302 (value 39495583; 0.05% of shares outstanding; change 0.02)
Holder of SHEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1180096 (value 16710159; 0.02% of shares outstanding; change -0.04)
Holder of SHEN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 429763 (value 6094039; 0.01% of shares outstanding; change -0.01)
Holder of SHEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1102564 (value 15612306; 0.02% of shares outstanding; change 0.19)
Holder of SHEN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2763877 (value 31563475; 0.05% of shares outstanding; change -0.01)
Holder of SHEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1191332 (value 13605011; 0.02% of shares outstanding; change 0.01)
Holder of SHEN: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 441390 (value 5040673; 0.01% of shares outstanding; change 0.04)
Holder of SHEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1169748 (value 13358522; 0.02% of shares outstanding; change 0.06)
Holder of SHEN: Hennessy Funds Trust-Hennessy Focus Fund
Shares held as of 2026-06-30: 642993 (value 7342980; 0.01% of shares outstanding; change -0.19)
Holder of SHFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 7593 (value 3721; 0.00% of shares outstanding; change 0.00)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36972 (value 14260; 0.01% of shares outstanding; change 0.85)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2133 (value 822; 0.00% of shares outstanding; change 0.00)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 645 (value 248; 0.00% of shares outstanding; change 0.00)
Holder of SHFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7593 (value 1473; 0.00% of shares outstanding; change 0.00)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36837 (value 8741; 0.01% of shares outstanding; change 0.00)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2133 (value 506; 0.00% of shares outstanding; change 0.00)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 645 (value 153; 0.00% of shares outstanding; change 0.00)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 36837 (value 7150; 0.00% of shares outstanding; change 0.00)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2133 (value 414; 0.00% of shares outstanding; change 0.00)
Holder of SHFS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 645 (value 125; 0.00% of shares outstanding; change 0.00)
Holder of SHG: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 257772 (value 16929176; 0.00% of shares outstanding; change -0.04)
Holder of SHG: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-01-31: 42729 (value 2806227; 0.00% of shares outstanding; change 0.11)
Holder of SHG: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 53460 (value 3510985; 0.00% of shares outstanding; change 0.01)
Holder of SHG: Dimensional Emerging Markets Value Fund
Shares held as of 2026-01-31: 933505 (value 61307943; 0.00% of shares outstanding; change -0.01)
Holder of SHG: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 263986 (value 17337281; 0.00% of shares outstanding; change 0.08)
Holder of SHG: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 55646 (value 3978132; 0.00% of shares outstanding; change 0.10)
Holder of SHG: American Century ETF Trust-Avantis Emerging Markets Equity Fund
Shares held as of 2026-03-31: 38961 (value 2756880; 0.00% of shares outstanding; change 0.00)
Holder of SHG: Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF
Shares held as of 2026-03-31: 276319 (value 19754044; 0.00% of shares outstanding; change 1.00)
Holder of SHG: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 1359743 (value 91333934; 0.00% of shares outstanding; change 0.04)
Holder of SHG: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 168807 (value 11338765; 0.00% of shares outstanding; change 0.03)
Holder of SHG: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 176995 (value 12653372; 0.00% of shares outstanding; change -0.31)
Holder of SHG: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-04-30: 42729 (value 3054696; 0.00% of shares outstanding; change 0.00)
Holder of SHG: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-04-30: 53460 (value 3821855; 0.00% of shares outstanding; change 0.00)
Holder of SHG: Dimensional Emerging Markets Value Fund
Shares held as of 2026-04-30: 930748 (value 66539172; 0.00% of shares outstanding; change 0.00)
Holder of SHG: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 303665 (value 21709010; 0.00% of shares outstanding; change 0.15)
Holder of SHG: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 1402522 (value 92110636; 0.00% of shares outstanding; change 0.03)
Holder of SHG: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-05-31: 169617 (value 11139596; 0.00% of shares outstanding; change 0.00)
Holder of SHG: -iShares Flexible Equity Active ETF
Shares held as of 2026-06-30: 45373 (value 3243715; 0.00% of shares outstanding; change 73.14)
Holder of SHG: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 1418160 (value 101384255; 0.00% of shares outstanding; change 0.01)
Holder of SHG: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-06-30: 177581 (value 12695265; 0.00% of shares outstanding; change 0.05)
Holder of SHIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 34855 (value 123386; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 774 (value 2825; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 32739 (value 126045; 0.00% of shares outstanding; change 0.05)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 22281 (value 85781; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8658 (value 33333; 0.00% of shares outstanding; change 0.31)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8208 (value 31600; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 55309 (value 201877; 0.00% of shares outstanding; change 0.59)
Holder of SHIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5900 (value 21535; 0.00% of shares outstanding; change 1.00)
Holder of SHIM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 7057 (value 27169; 0.00% of shares outstanding; change -0.37)