speb/financial-data huggingface dataset:
Holder of BDC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 568957 (value 58466022; 0.01% of shares outstanding; change -0.01)
Holder of BDC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1233147 (value 126718188; 0.03% of shares outstanding; change -0.01)
Holder of BDC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 957764 (value 100641842; 0.02% of shares outstanding; change 0.00)
Holder of BDC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 997974 (value 102551810; 0.03% of shares outstanding; change -0.01)
Holder of BDC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1327514 (value 163629378; 0.03% of shares outstanding; change 0.02)
Holder of BDC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 922269 (value 104437739; 0.02% of shares outstanding; change -0.04)
Holder of BDC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1333220 (value 137001690; 0.03% of shares outstanding; change 0.00)
Holder of BDC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 939189 (value 96511063; 0.02% of shares outstanding; change 0.02)
Holder of BDCI: Driehaus Mutual Funds-Driehaus Event Driven Fund
Shares held as of 2025-12-31: 29414 (value 295610; 0.00% of shares outstanding; change 1.00)
Holder of BDCI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 645532 (value 6487596; 0.02% of shares outstanding; change 1.00)
Holder of BDCI: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 30758 (value 309117; 0.00% of shares outstanding; change 0.00)
Holder of BDCI: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 15676 (value 157543; 0.00% of shares outstanding; change 0.00)
Holder of BDCI: Brinker Capital Destinations TRT-Destinations Multi Strategy Alternati
Shares held as of 2026-02-28: 70586 (value 712918; 0.00% of shares outstanding; change 0.00)
Holder of BDCI: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 4756 (value 47940; 0.00% of shares outstanding; change 1.00)
Holder of BDCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5775 (value 58038; 0.00% of shares outstanding; change 0.00)
Holder of BDCI: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 50000 (value 503999; 0.00% of shares outstanding; change 1.00)
Holder of BDCI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 635939 (value 6410265; 0.02% of shares outstanding; change -0.01)
Holder of BDCI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 98562 (value 993504; 0.00% of shares outstanding; change -0.01)
Holder of BDCI: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 25164 (value 253653; 0.00% of shares outstanding; change 0.00)
Holder of BDCI: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 50000 (value 503999; 0.00% of shares outstanding; change 1.00)
Holder of BDCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5775 (value 58154; 0.00% of shares outstanding; change 0.00)
Holder of BDCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5775 (value 58211; 0.00% of shares outstanding; change 0.00)
Holder of BDGI.TO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2025-12-31: 234672 (value 20414116; 0.01% of shares outstanding; change -0.02)
Holder of BDGI.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 285724 (value 26015171; 0.01% of shares outstanding; change 1.15)
Holder of BDGI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 161647 (value 15036403; 0.00% of shares outstanding; change 0.00)
Holder of BDGI.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 180224 (value 16319283; 0.01% of shares outstanding; change 0.00)
Holder of BDGI.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 910040 (value 79164377; 0.03% of shares outstanding; change -0.11)
Holder of BDGI.TO: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 133692 (value 11629866; 0.00% of shares outstanding; change 1.38)
Holder of BDGI.TO: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 707513 (value 64065304; 0.02% of shares outstanding; change -0.17)
Holder of BDGI.TO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2026-03-31: 261019 (value 25676439; 0.01% of shares outstanding; change 0.11)
Holder of BDGI.TO: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 183079 (value 18009481; 0.01% of shares outstanding; change 0.00)
Holder of BDGI.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 273529 (value 26907048; 0.01% of shares outstanding; change -0.04)
Holder of BDGI.TO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2357852 (value 231941907; 0.07% of shares outstanding; change 0.00)
Holder of BDGI.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 1084318 (value 98184998; 0.03% of shares outstanding; change 0.19)
Holder of BDGI.TO: Thrivent Series Fund, Inc.-Thrivent Small Cap Stock Portfolio
Shares held as of 2026-03-31: 229084 (value 22534993; 0.01% of shares outstanding; change 0.01)
Holder of BDGI.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 327687 (value 32234571; 0.01% of shares outstanding; change 1.00)
Holder of BDGI.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 180224 (value 17728635; 0.01% of shares outstanding; change 0.00)
Holder of BDGI.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 1084318 (value 106664364; 0.03% of shares outstanding; change 0.00)
Holder of BDGI.TO: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 705270 (value 69377411; 0.02% of shares outstanding; change 0.00)
Holder of BDGI.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 487906 (value 47995314; 0.01% of shares outstanding; change 26.72)
Holder of BDJ: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 141 (value 1290; 0.00% of shares outstanding; change -0.35)
Holder of BDJ: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 141 (value 1305; 0.00% of shares outstanding; change -0.35)
Holder of BDJ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 319 (value 2953; 0.00% of shares outstanding; change -0.21)
Holder of BDJ: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 4227 (value 39142; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 2666 (value 24687; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 1042 (value 9648; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 2551 (value 23622; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 60102 (value 555943; 0.00% of shares outstanding; change -0.29)
Holder of BDJ: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 1075 (value 9943; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 10263 (value 99551; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 4227 (value 40536; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 2666 (value 25566; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 1042 (value 9992; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 2551 (value 24464; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 66266 (value 635490; 0.00% of shares outstanding; change 0.10)
Holder of BDJ: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1752942 (value 16407536; 0.01% of shares outstanding; change -0.12)
Holder of BDJ: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 1075 (value 10309; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 10263 (value 98422; 0.00% of shares outstanding; change 0.00)
Holder of BDJ: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1706798 (value 16485449; 0.01% of shares outstanding; change -0.03)
Holder of BDJ: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1703036 (value 16332115; 0.01% of shares outstanding; change 0.00)
Holder of BDL: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 15007 (value 495231; 0.01% of shares outstanding; change 0.00)
Holder of BDL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5874 (value 199716; 0.00% of shares outstanding; change 0.00)
Holder of BDL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 14413 (value 490042; 0.01% of shares outstanding; change 0.00)
Holder of BDL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 21539 (value 986486; 0.01% of shares outstanding; change 0.00)
Holder of BDL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 9481 (value 417069; 0.01% of shares outstanding; change 0.00)
Holder of BDL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 5134 (value 225844; 0.00% of shares outstanding; change 0.00)
Holder of BDL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 3498 (value 153877; 0.00% of shares outstanding; change 0.00)
Holder of BDL: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 9557 (value 428535; 0.01% of shares outstanding; change 0.00)
Holder of BDL: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 13392 (value 528180; 0.01% of shares outstanding; change 0.00)
Holder of BDL: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 7000 (value 276079; 0.00% of shares outstanding; change 0.00)
Holder of BDL: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 15007 (value 591876; 0.01% of shares outstanding; change 0.00)
Holder of BDL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5874 (value 231670; 0.00% of shares outstanding; change 0.00)
Holder of BDL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14413 (value 568448; 0.01% of shares outstanding; change 0.00)
Holder of BDL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 21539 (value 849498; 0.01% of shares outstanding; change 0.00)
Holder of BDL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 9481 (value 373930; 0.01% of shares outstanding; change 0.00)
Holder of BDL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 5134 (value 202484; 0.00% of shares outstanding; change 0.00)
Holder of BDL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 3498 (value 137961; 0.00% of shares outstanding; change 0.00)
Holder of BDL: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 9557 (value 376928; 0.01% of shares outstanding; change 0.00)
Holder of BDMD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 25442 (value 32056; 0.00% of shares outstanding; change 0.00)
Holder of BDMD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 25442 (value 29258; 0.00% of shares outstanding; change 0.00)
Holder of BDMD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 25442 (value 25950; 0.00% of shares outstanding; change 0.00)
Holder of BDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1861011 (value 5769133; 0.01% of shares outstanding; change 0.00)
Holder of BDN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1874600 (value 5811259; 0.01% of shares outstanding; change -0.52)
Holder of BDN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5237949 (value 16237641; 0.03% of shares outstanding; change 0.00)
Holder of BDN: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 3281339 (value 10139337; 0.02% of shares outstanding; change 0.67)
Holder of BDN: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 6469067 (value 19989416; 0.04% of shares outstanding; change 0.01)
Holder of BDN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1739991 (value 5376572; 0.01% of shares outstanding; change 0.00)
Holder of BDN: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 2272293 (value 7203168; 0.01% of shares outstanding; change 0.46)
Holder of BDN: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 1208974 (value 3832447; 0.01% of shares outstanding; change 0.08)
Holder of BDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1924365 (value 6100237; 0.01% of shares outstanding; change 0.03)
Holder of BDN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5237949 (value 16604298; 0.03% of shares outstanding; change 0.00)
Holder of BDN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4203793 (value 13031757; 0.02% of shares outstanding; change 0.02)
Holder of BDN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1491569 (value 4623863; 0.01% of shares outstanding; change -0.02)
Holder of BDN: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 2911299 (value 9228818; 0.02% of shares outstanding; change -0.11)
Holder of BDN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1757689 (value 5571874; 0.01% of shares outstanding; change 0.01)
Holder of BDN: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 3883091 (value 12581214; 0.02% of shares outstanding; change -0.01)
Holder of BDN: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 6450275 (value 20447372; 0.04% of shares outstanding; change 0.00)
Holder of BDN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4039218 (value 13248634; 0.02% of shares outstanding; change -0.04)
Holder of BDN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1474544 (value 4836504; 0.01% of shares outstanding; change -0.01)
Holder of BDN: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 3916649 (value 12004529; 0.02% of shares outstanding; change 0.01)
Holder of BDN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4077643 (value 12926128; 0.02% of shares outstanding; change 0.01)
Holder of BDN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1487029 (value 4713882; 0.01% of shares outstanding; change 0.01)
Holder of BDN: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 3828409 (value 12136056; 0.02% of shares outstanding; change -0.02)
Holder of BDRX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-03-31: 78 (value 128; 0.00% of shares outstanding; change 0.00)
Holder of BDSB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 47187316 (value 133634479; 0.01% of shares outstanding; change -0.02)
Holder of BDSB.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 21862023 (value 61913249; 0.00% of shares outstanding; change -0.45)
Holder of BDSB.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 20339535 (value 57601563; 0.00% of shares outstanding; change 0.00)
Holder of BDSB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 73428019 (value 207948151; 0.01% of shares outstanding; change -0.03)
Holder of BDSB.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 18438160 (value 52216869; 0.00% of shares outstanding; change 0.01)
Holder of BDSB.DE: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-03-31: 46708449 (value 157220636; 0.01% of shares outstanding; change 0.27)
Holder of BDSB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 48314338 (value 162626058; 0.01% of shares outstanding; change 0.02)
Holder of BDSB.DE: -Victory Pioneer Multi-Asset Income Fund
Shares held as of 2026-04-30: 21800259 (value 73379670; 0.00% of shares outstanding; change 0.73)
Holder of BDSB.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 20785791 (value 69964971; 0.00% of shares outstanding; change -0.05)
Holder of BDSB.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 20339535 (value 68462873; 0.00% of shares outstanding; change 0.00)
Holder of BDSB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 73037053 (value 245842715; 0.01% of shares outstanding; change -0.01)
Holder of BDSB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 36279699 (value 102744108; 0.01% of shares outstanding; change 0.00)
Holder of BDSB.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 28556961 (value 80873314; 0.01% of shares outstanding; change 0.03)
Holder of BDSB.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 17541433 (value 49677338; 0.00% of shares outstanding; change 0.01)
Holder of BDSB.DE: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-04-30: 17527480 (value 49637823; 0.00% of shares outstanding; change -0.01)
Holder of BDSB.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 18853547 (value 63461038; 0.00% of shares outstanding; change 0.01)
Holder of BDSB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 35939483 (value 120972297; 0.01% of shares outstanding; change -0.01)
Holder of BDSB.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 29067145 (value 97840008; 0.01% of shares outstanding; change 0.02)
Holder of BDSB.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 17666083 (value 59464034; 0.00% of shares outstanding; change 0.01)
Holder of BDSX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 43792 (value 714685; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 112398 (value 1834335; 0.01% of shares outstanding; change 0.00)
Holder of BDSX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 6234 (value 101738; 0.00% of shares outstanding; change 1.00)
Holder of BDSX: abrdn Healthcare Opportunities Fund
Shares held as of 2025-12-31: 262425 (value 4282775; 0.03% of shares outstanding; change 1.00)
Holder of BDSX: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 3 (value 48; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 10000 (value 220000; 0.00% of shares outstanding; change 1.00)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 23042 (value 356229; 0.00% of shares outstanding; change 0.03)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5483 (value 84767; 0.00% of shares outstanding; change 0.84)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6004 (value 92821; 0.00% of shares outstanding; change 0.10)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6664 (value 103025; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 43792 (value 963424; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 204100 (value 4490200; 0.02% of shares outstanding; change 0.82)
Holder of BDSX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 4505 (value 99110; 0.00% of shares outstanding; change 1.00)
Holder of BDSX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 2764 (value 46462; 0.00% of shares outstanding; change -0.56)
Holder of BDSX: abrdn Healthcare Opportunities Fund
Shares held as of 2026-03-31: 458438 (value 10085636; 0.04% of shares outstanding; change 0.75)
Holder of BDSX: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 30925 (value 680350; 0.00% of shares outstanding; change 1.00)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22958 (value 517702; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5483 (value 123641; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6004 (value 135390; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6664 (value 150273; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 21069 (value 463518; 0.00% of shares outstanding; change -0.08)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5483 (value 120626; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6004 (value 132088; 0.00% of shares outstanding; change 0.00)
Holder of BDSX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 6664 (value 146608; 0.00% of shares outstanding; change 0.00)
Holder of BDT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 215673 (value 13960514; 0.00% of shares outstanding; change 0.04)
Holder of BDT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 62574 (value 4050415; 0.00% of shares outstanding; change 0.00)
Holder of BDT.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 315414 (value 19694449; 0.01% of shares outstanding; change 0.00)
Holder of BDT.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 90200 (value 5849469; 0.00% of shares outstanding; change 0.06)
Holder of BDT.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 48632 (value 3147949; 0.00% of shares outstanding; change 0.23)
Holder of BDT.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 128129 (value 8293790; 0.00% of shares outstanding; change 0.02)
Holder of BDT.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 43297 (value 2807810; 0.00% of shares outstanding; change 0.00)
Holder of BDT.TO: LAZARD FUNDS INC-Lazard International Strategic Equity Portfolio
Shares held as of 2026-03-31: 682027 (value 48267048; 0.01% of shares outstanding; change -0.08)
Holder of BDT.TO: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 587849 (value 41602071; 0.01% of shares outstanding; change 0.00)
Holder of BDT.TO: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 44917 (value 2804617; 0.00% of shares outstanding; change 0.31)
Holder of BDT.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 101803 (value 5912718; 0.00% of shares outstanding; change 0.02)
Holder of BDT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 215673 (value 15263177; 0.00% of shares outstanding; change 0.00)
Holder of BDT.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 315414 (value 22321847; 0.01% of shares outstanding; change 0.00)
Holder of BDT.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 94066 (value 6657050; 0.00% of shares outstanding; change 0.04)
Holder of BDT.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 48632 (value 3441686; 0.00% of shares outstanding; change 0.00)
Holder of BDT.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 129393 (value 9157142; 0.00% of shares outstanding; change 0.01)
Holder of BDT.TO: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 52040 (value 3682870; 0.00% of shares outstanding; change 0.16)
Holder of BDT.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 117003 (value 7875471; 0.00% of shares outstanding; change 0.15)
Holder of BDT.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 120762 (value 8546326; 0.00% of shares outstanding; change 0.03)
Holder of BDT.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 89922 (value 6363779; 0.00% of shares outstanding; change 4.62)
Holder of BDTX: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 1282502 (value 2847154; 0.02% of shares outstanding; change 0.00)
Holder of BDTX: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1358631 (value 2676503; 0.02% of shares outstanding; change 0.00)
Holder of BDTX: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1396549 (value 3100338; 0.02% of shares outstanding; change 0.08)
Holder of BDTX: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2650444 (value 5883985; 0.05% of shares outstanding; change 0.04)
Holder of BDTX: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2132966 (value 4201943; 0.04% of shares outstanding; change -0.13)
Holder of BDTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 465282 (value 1032926; 0.01% of shares outstanding; change 0.00)
Holder of BDTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1297051 (value 2879453; 0.02% of shares outstanding; change 0.00)
Holder of BDTX: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 1286502 (value 2264243; 0.02% of shares outstanding; change 0.00)
Holder of BDTX: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1361547 (value 2396322; 0.02% of shares outstanding; change 0.00)
Holder of BDTX: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 325000 (value 571999; 0.01% of shares outstanding; change 3.33)
Holder of BDTX: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 1396549 (value 2457926; 0.02% of shares outstanding; change 0.00)
Holder of BDTX: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2646444 (value 4657741; 0.05% of shares outstanding; change 0.00)
Holder of BDTX: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2130050 (value 3748887; 0.04% of shares outstanding; change 0.00)
Holder of BDTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 495648 (value 872340; 0.01% of shares outstanding; change 0.07)
Holder of BDTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1297051 (value 2282809; 0.02% of shares outstanding; change 0.00)
Holder of BDTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 321542 (value 713823; 0.01% of shares outstanding; change -0.04)
Holder of BDTX: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 486488 (value 851354; 0.01% of shares outstanding; change 0.04)
Holder of BDTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 344212 (value 678097; 0.01% of shares outstanding; change 0.07)
Holder of BDTX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 506401 (value 997609; 0.01% of shares outstanding; change 0.04)
Holder of BDTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 341308 (value 600702; 0.01% of shares outstanding; change -0.01)
Holder of BDTX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 521043 (value 917035; 0.01% of shares outstanding; change 0.03)
Holder of BDX: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 8963144 (value 1318657701; 0.03% of shares outstanding; change -0.15)
Holder of BDX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7228175 (value 1063409070; 0.03% of shares outstanding; change 0.02)
Holder of BDX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8972684 (value 1320061226; 0.03% of shares outstanding; change -0.01)
Holder of BDX: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 8058756 (value 1160299654; 0.03% of shares outstanding; change 0.03)
Holder of BDX: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2877939 (value 414365644; 0.01% of shares outstanding; change 0.00)
Holder of BDX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3636370 (value 534982736; 0.01% of shares outstanding; change 0.00)
Holder of BDX: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 5796083 (value 906275541; 0.02% of shares outstanding; change -0.35)
Holder of BDX: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2966005 (value 463764543; 0.01% of shares outstanding; change 0.36)
Holder of BDX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7236214 (value 1131454425; 0.03% of shares outstanding; change 0.00)
Holder of BDX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6149339 (value 961510649; 0.02% of shares outstanding; change -0.01)
Holder of BDX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9039114 (value 1413355870; 0.03% of shares outstanding; change 0.01)
Holder of BDX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3648943 (value 525374797; 0.01% of shares outstanding; change 0.00)
Holder of BDX: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 8058756 (value 1260067093; 0.03% of shares outstanding; change 0.00)
Holder of BDX: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 3039040 (value 475184296; 0.01% of shares outstanding; change 0.06)
Holder of BDX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3394274 (value 496378648; 0.01% of shares outstanding; change 0.03)
Holder of BDX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3683005 (value 572854572; 0.01% of shares outstanding; change 0.01)
Holder of BDX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3643849 (value 569752231; 0.01% of shares outstanding; change 0.00)
Holder of BDX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3427640 (value 522715100; 0.01% of shares outstanding; change 0.01)
Holder of BDX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3751397 (value 586568437; 0.01% of shares outstanding; change 0.02)
Holder of BDX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3330389 (value 520739626; 0.01% of shares outstanding; change -0.03)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2345285 (value 668406225; 0.01% of shares outstanding; change 0.02)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2726063 (value 776927955; 0.01% of shares outstanding; change -0.02)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4830075 (value 1376571375; 0.02% of shares outstanding; change -0.03)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6694172 (value 1907839020; 0.02% of shares outstanding; change 0.01)
Holder of BE: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-01-31: 2773991 (value 912393389; 0.01% of shares outstanding; change -0.09)
Holder of BE: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 13914556 (value 2572662250; 0.05% of shares outstanding; change -0.19)
Holder of BE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2140775 (value 704122313; 0.01% of shares outstanding; change 0.01)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2880981 (value 532664575; 0.01% of shares outstanding; change 0.23)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 1809027 (value 334471000; 0.01% of shares outstanding; change 1.00)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2877953 (value 532104728; 0.01% of shares outstanding; change 1.00)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3072698 (value 568111131; 0.01% of shares outstanding; change -0.36)
Holder of BE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8463392 (value 1564796541; 0.03% of shares outstanding; change 0.26)
Holder of BE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5343695 (value 1522953075; 0.02% of shares outstanding; change 0.01)
Holder of BE: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-04-30: 2002876 (value 370311742; 0.01% of shares outstanding; change -0.28)
Holder of BE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2163018 (value 399920396; 0.01% of shares outstanding; change 0.01)
Holder of BE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5146475 (value 1518467385; 0.02% of shares outstanding; change -0.04)
Holder of BE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1795083 (value 529639217; 0.01% of shares outstanding; change 0.01)
Holder of BE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5229850 (value 966946963; 0.02% of shares outstanding; change 0.02)
Holder of BE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1782901 (value 329640564; 0.01% of shares outstanding; change -0.01)
Holder of BEAG: Driehaus Mutual Funds-Driehaus Event Driven Fund
Shares held as of 2025-12-31: 204143 (value 2183309; 0.01% of shares outstanding; change -0.22)
Holder of BEAG: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 100000 (value 1063000; 0.00% of shares outstanding; change 0.00)
Holder of BEAG: Brinker Capital Destinations TRT-Destinations Multi Strategy Alternati
Shares held as of 2026-02-28: 474136 (value 5049548; 0.02% of shares outstanding; change 0.00)
Holder of BEAG: High Income Securities Fund
Shares held as of 2026-02-28: 150000 (value 1600515; 0.01% of shares outstanding; change 0.00)
Holder of BEAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 28668 (value 304740; 0.00% of shares outstanding; change 0.26)
Holder of BEAG: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 100000 (value 1067010; 0.00% of shares outstanding; change 0.00)
Holder of BEAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 28668 (value 306174; 0.00% of shares outstanding; change 0.00)
Holder of BEAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 28668 (value 305890; 0.00% of shares outstanding; change 0.00)
Holder of BEAM: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 1101691 (value 32389714; 0.01% of shares outstanding; change 0.11)
Holder of BEAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1066654 (value 35124916; 0.01% of shares outstanding; change 0.01)
Holder of BEAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1167423 (value 38443239; 0.01% of shares outstanding; change -0.04)
Holder of BEAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2069803 (value 68158613; 0.02% of shares outstanding; change -0.04)
Holder of BEAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2877021 (value 94740302; 0.03% of shares outstanding; change 0.00)
Holder of BEAM: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 3308120 (value 97258726; 0.03% of shares outstanding; change 0.03)
Holder of BEAM: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 1093992 (value 27459199; 0.01% of shares outstanding; change -0.01)
Holder of BEAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1100832 (value 27630883; 0.01% of shares outstanding; change 0.03)
Holder of BEAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1248869 (value 31346612; 0.01% of shares outstanding; change 0.07)
Holder of BEAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2233453 (value 56059671; 0.02% of shares outstanding; change 0.08)
Holder of BEAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3097050 (value 77735956; 0.03% of shares outstanding; change 0.08)
Holder of BEAM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2338510 (value 77007135; 0.02% of shares outstanding; change 0.01)
Holder of BEAM: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-04-30: 2212153 (value 72846198; 0.02% of shares outstanding; change 0.03)
Holder of BEAM: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-04-30: 6538304 (value 192226135; 0.06% of shares outstanding; change -0.25)
Holder of BEAM: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 3434220 (value 117862429; 0.03% of shares outstanding; change 0.04)
Holder of BEAM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 3631499 (value 123979373; 0.04% of shares outstanding; change 0.12)
Holder of BEAM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2247029 (value 79365063; 0.02% of shares outstanding; change -0.04)
Holder of BEAM: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-05-31: 2003853 (value 70776087; 0.02% of shares outstanding; change -0.09)
Holder of BEAM: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-05-31: 6771263 (value 239161007; 0.07% of shares outstanding; change 0.04)
Holder of BEAM: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 3461620 (value 86886663; 0.03% of shares outstanding; change 0.01)
Holder of BEAM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 3596019 (value 115216452; 0.04% of shares outstanding; change -0.01)
Holder of BEAM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2289371 (value 57463212; 0.02% of shares outstanding; change 0.02)
Holder of BEAM: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 2155302 (value 54098081; 0.02% of shares outstanding; change 0.08)
Holder of BEAM: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-06-30: 6296854 (value 158051037; 0.06% of shares outstanding; change -0.07)
Holder of BEAM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 3363830 (value 84432134; 0.03% of shares outstanding; change -0.06)
Holder of BEAT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 291040 (value 254660; 0.01% of shares outstanding; change -0.13)
Holder of BEAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 591680 (value 517720; 0.01% of shares outstanding; change 0.00)
Holder of BEAT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 14535 (value 12718; 0.00% of shares outstanding; change 1.00)
Holder of BEAT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 23585 (value 20636; 0.00% of shares outstanding; change 0.48)
Holder of BEAT: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 5013 (value 2565; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 200442 (value 168150; 0.00% of shares outstanding; change 0.33)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16484 (value 13828; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 47501 (value 39848; 0.00% of shares outstanding; change 0.23)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 44849 (value 37623; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 327531 (value 167597; 0.01% of shares outstanding; change 0.13)
Holder of BEAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 753402 (value 385515; 0.01% of shares outstanding; change 0.27)
Holder of BEAT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 93275 (value 47728; 0.00% of shares outstanding; change 5.42)
Holder of BEAT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 23585 (value 12068; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 69824 (value 58575; 0.00% of shares outstanding; change -0.01)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 199713 (value 149784; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 24817 (value 18612; 0.00% of shares outstanding; change 0.51)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 47501 (value 35625; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 44849 (value 33636; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 70283 (value 48565; 0.00% of shares outstanding; change 0.01)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 178950 (value 91568; 0.00% of shares outstanding; change -0.10)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 24817 (value 12698; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 47501 (value 24306; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 44849 (value 22949; 0.00% of shares outstanding; change 0.00)
Holder of BEAT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 69365 (value 35494; 0.00% of shares outstanding; change -0.01)
Holder of BEBE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 344668 (value 3436340; 0.02% of shares outstanding; change 1.00)
Holder of BEBE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 53006 (value 528469; 0.00% of shares outstanding; change 1.00)
Holder of BEBE: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 450000 (value 4486500; 0.03% of shares outstanding; change 1.00)
Holder of BEEM: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Total Eqy. Market Index Fd
Shares held as of 2025-12-31: 16988 (value 25821; 0.00% of shares outstanding; change -0.12)
Holder of BEEM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 149622 (value 227425; 0.01% of shares outstanding; change 0.00)
Holder of BEEM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 459994 (value 699190; 0.02% of shares outstanding; change 0.11)
Holder of BEEM: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 52 (value 61; 0.00% of shares outstanding; change 0.00)
Holder of BEEM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 142890 (value 187185; 0.01% of shares outstanding; change 0.42)