speb/financial-data huggingface dataset:
Holder of INVP.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 2256684 (value 1420582578; 0.00% of shares outstanding; change 0.00)
Holder of INVP.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 3492453 (value 2198499163; 0.01% of shares outstanding; change -0.01)
Holder of INVP.L: First TRT Exch-Trd Fd. II-First TRT STOXX European Select Dividend Ind
Shares held as of 2026-05-31: 4214253 (value 2629693872; 0.01% of shares outstanding; change 0.01)
Holder of INVP.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4157773 (value 2636028082; 0.01% of shares outstanding; change 0.00)
Holder of INVP.L: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 4617909 (value 2927754306; 0.01% of shares outstanding; change 0.79)
Holder of INVP.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2256684 (value 1430737656; 0.00% of shares outstanding; change 0.00)
Holder of INVP.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 2579018 (value 1635097412; 0.00% of shares outstanding; change -0.26)
Holder of INVP.L: First TRT Exch-Trd Fd. II-First TRT STOXX European Select Dividend Ind
Shares held as of 2026-06-30: 4042387 (value 2562873358; 0.01% of shares outstanding; change -0.04)
Holder of INVX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 572742 (value 15297938; 0.01% of shares outstanding; change -0.04)
Holder of INVX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1018219 (value 27196628; 0.01% of shares outstanding; change -0.04)
Holder of INVX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1412014 (value 37714892; 0.02% of shares outstanding; change -0.02)
Holder of INVX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 440449 (value 11301921; 0.01% of shares outstanding; change 0.00)
Holder of INVX: Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 727765 (value 19533212; 0.01% of shares outstanding; change 0.12)
Holder of INVX: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 750000 (value 20130000; 0.01% of shares outstanding; change -0.05)
Holder of INVX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 580805 (value 15588806; 0.01% of shares outstanding; change 0.01)
Holder of INVX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1037697 (value 27851787; 0.02% of shares outstanding; change 0.02)
Holder of INVX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1446914 (value 38835171; 0.02% of shares outstanding; change 0.02)
Holder of INVX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 947439 (value 25306094; 0.01% of shares outstanding; change 0.00)
Holder of INVX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 608885 (value 16312029; 0.01% of shares outstanding; change 0.23)
Holder of INVX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 454655 (value 12202940; 0.01% of shares outstanding; change 0.05)
Holder of INVX: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 812991 (value 21780029; 0.01% of shares outstanding; change -0.01)
Holder of INVX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2355403 (value 60439640; 0.03% of shares outstanding; change 0.02)
Holder of INVX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 919431 (value 23592599; 0.01% of shares outstanding; change -0.03)
Holder of INVX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 705020 (value 18090813; 0.01% of shares outstanding; change 0.16)
Holder of INVX: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 792114 (value 20175143; 0.01% of shares outstanding; change -0.03)
Holder of INVX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2339282 (value 62786329; 0.03% of shares outstanding; change -0.01)
Holder of INVX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 928176 (value 24912243; 0.01% of shares outstanding; change 0.01)
Holder of INVX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 812450 (value 21806158; 0.01% of shares outstanding; change 0.15)
Holder of INVX: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 740045 (value 19862807; 0.01% of shares outstanding; change -0.07)
Holder of INVZ: MORGAN STANLEY PATHWAY Fd.S-Morgan Stanley Pathway Small-Mid Cap Eqy. 
Shares held as of 2026-02-28: 76047 (value 46525; 0.00% of shares outstanding; change 0.02)
Holder of INVZ: Amplify ETF Trust-Amplify BlueStar Israel Technology ETF
Shares held as of 2026-03-31: 299667 (value 183336; 0.00% of shares outstanding; change 0.12)
Holder of INVZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 144534 (value 100610; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: Trust for Professional Managers-Column Small Cap Fund
Shares held as of 2026-03-31: 43422 (value 26053; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 224081 (value 142201; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 144534 (value 86879; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: Fidelity Covington TRT-Fidelity Electric Vehicles and Future Transport
Shares held as of 2026-04-30: 163600 (value 113881; 0.00% of shares outstanding; change -0.06)
Holder of INVZ: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-04-30: 85803 (value 51576; 0.00% of shares outstanding; change 0.03)
Holder of INVZ: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 1252575 (value 773465; 0.01% of shares outstanding; change 0.00)
Holder of INVZ: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 1007317 (value 605498; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 2045128 (value 1262866; 0.01% of shares outstanding; change 0.00)
Holder of INVZ: SPDR SERIES TRUST-State Street SPDR S&P Kensho Smart Mobility ETF
Shares held as of 2026-04-30: 199852 (value 123408; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 144534 (value 88425; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: Fidelity Covington TRT-Fidelity Electric Vehicles and Future Transport
Shares held as of 2026-05-31: 163867 (value 98500; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-05-31: 90093 (value 54055; 0.00% of shares outstanding; change 0.05)
Holder of INVZ: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 1251617 (value 750970; 0.01% of shares outstanding; change 0.00)
Holder of INVZ: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 1006301 (value 615654; 0.00% of shares outstanding; change 0.00)
Holder of INVZ: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 71689 (value 43859; 0.00% of shares outstanding; change -0.02)
Holder of INVZ: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 2016624 (value 1279749; 0.01% of shares outstanding; change -0.01)
Holder of INVZ: SPDR SERIES TRUST-State Street SPDR S&P Kensho Smart Mobility ETF
Shares held as of 2026-05-31: 211216 (value 134037; 0.00% of shares outstanding; change 0.06)
Holder of INVZ: Fidelity Covington TRT-Fidelity Electric Vehicles and Future Transport
Shares held as of 2026-06-30: 218138 (value 133456; 0.00% of shares outstanding; change 0.33)
Holder of INVZ: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 137915 (value 84376; 0.00% of shares outstanding; change 0.53)
Holder of INVZ: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 1251617 (value 765739; 0.01% of shares outstanding; change 0.00)
Holder of INVZ: Trust for Professional Managers-Column Small Cap Fund
Shares held as of 2026-06-30: 38166 (value 23349; 0.00% of shares outstanding; change -0.12)
Holder of INVZ: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-06-30: 224717 (value 137481; 0.00% of shares outstanding; change 0.00)
Holder of INX.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 549459 (value 48890863; 0.01% of shares outstanding; change 0.02)
Holder of INX.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 455698 (value 40548009; 0.01% of shares outstanding; change 0.00)
Holder of INX.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 861581 (value 76663480; 0.01% of shares outstanding; change 0.02)
Holder of INX.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 528573 (value 47032427; 0.01% of shares outstanding; change 0.00)
Holder of INX.DE: FMI Funds Inc-International Fund
Shares held as of 2026-03-31: 891000 (value 78586197; 0.02% of shares outstanding; change 1.00)
Holder of INX.DE: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 640089 (value 56455847; 0.01% of shares outstanding; change 0.00)
Holder of INX.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 1759004 (value 155144147; 0.03% of shares outstanding; change 0.06)
Holder of INX.DE: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 692017 (value 61575674; 0.01% of shares outstanding; change 0.31)
Holder of INX.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 787332 (value 69442679; 0.01% of shares outstanding; change -0.20)
Holder of INX.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 564603 (value 49797982; 0.01% of shares outstanding; change 0.03)
Holder of INX.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 526266 (value 46416659; 0.01% of shares outstanding; change 0.00)
Holder of INX.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 447825 (value 39498163; 0.01% of shares outstanding; change 0.00)
Holder of INX.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 858164 (value 75690062; 0.01% of shares outstanding; change 0.00)
Holder of INX.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 420544 (value 37420006; 0.01% of shares outstanding; change 0.02)
Holder of INX.DE: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 695568 (value 61349095; 0.01% of shares outstanding; change 0.00)
Holder of INX.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 428394 (value 37784349; 0.01% of shares outstanding; change 0.03)
Holder of ION.V: U.S. Global Investors Fund-Global Resources Fund
Shares held as of 2023-06-30: 225000 (value 8999; 0.00% of shares outstanding; change 0.00)
Holder of IONQ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3818738 (value 275216446; 0.01% of shares outstanding; change 0.20)
Holder of IONQ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 4084488 (value 294369048; 0.01% of shares outstanding; change 0.22)
Holder of IONQ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7235264 (value 521445474; 0.02% of shares outstanding; change 0.21)
Holder of IONQ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10034273 (value 723170052; 0.03% of shares outstanding; change 0.26)
Holder of IONQ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 3314069 (value 193276503; 0.01% of shares outstanding; change 0.01)
Holder of IONQ: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3386992 (value 111228817; 0.01% of shares outstanding; change 0.03)
Holder of IONQ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1883394 (value 106939109; 0.01% of shares outstanding; change 0.01)
Holder of IONQ: MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO
Shares held as of 2026-03-31: 2584196 (value 84864997; 0.01% of shares outstanding; change -0.04)
Holder of IONQ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3955126 (value 129886338; 0.01% of shares outstanding; change 0.04)
Holder of IONQ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3659954 (value 120192889; 0.01% of shares outstanding; change -0.10)
Holder of IONQ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6558520 (value 215381797; 0.02% of shares outstanding; change -0.09)
Holder of IONQ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10488286 (value 344435313; 0.03% of shares outstanding; change 0.05)
Holder of IONQ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 8437738 (value 608107775; 0.02% of shares outstanding; change 0.03)
Holder of IONQ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1886998 (value 110049722; 0.01% of shares outstanding; change 0.00)
Holder of IONQ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3414112 (value 112119438; 0.01% of shares outstanding; change 0.03)
Holder of IONQ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 8127234 (value 473980284; 0.02% of shares outstanding; change -0.04)
Holder of IONQ: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 2835774 (value 165382338; 0.01% of shares outstanding; change 0.01)
Holder of IONQ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1827333 (value 60009615; 0.00% of shares outstanding; change -0.03)
Holder of IONQ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 8259257 (value 271234001; 0.02% of shares outstanding; change 0.02)
Holder of IONQ: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 2814206 (value 92418525; 0.01% of shares outstanding; change -0.01)
Holder of IONR: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2026-01-31: 2614 (value 10063; 0.00% of shares outstanding; change 0.06)
Holder of IONR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1836 (value 7399; 0.00% of shares outstanding; change 0.00)
Holder of IONR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7626 (value 29360; 0.00% of shares outstanding; change 3.15)
Holder of IONR: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 1869294 (value 7458483; 0.02% of shares outstanding; change -0.19)
Holder of IONR: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2026-04-30: 2614 (value 8390; 0.00% of shares outstanding; change 0.00)
Holder of IONR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7626 (value 24479; 0.00% of shares outstanding; change 0.00)
Holder of IONR: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 2150366 (value 7397259; 0.03% of shares outstanding; change 0.15)
Holder of IONR: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 1873219 (value 6013033; 0.02% of shares outstanding; change -0.13)
Holder of IONS: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 3982987 (value 304698505; 0.02% of shares outstanding; change -0.26)
Holder of IONS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3675622 (value 281185083; 0.02% of shares outstanding; change 0.02)
Holder of IONS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5128334 (value 392317551; 0.03% of shares outstanding; change 0.07)
Holder of IONS: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 3803181 (value 288623403; 0.02% of shares outstanding; change 0.08)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 8412432 (value 626557963; 0.05% of shares outstanding; change 0.04)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 2346976 (value 174802780; 0.01% of shares outstanding; change 0.01)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 2211677 (value 164725710; 0.01% of shares outstanding; change 0.05)
Holder of IONS: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 7668655 (value 433662434; 0.05% of shares outstanding; change 0.00)
Holder of IONS: NEW ECONOMY FUND
Shares held as of 2026-03-31: 4723802 (value 267130999; 0.03% of shares outstanding; change 0.00)
Holder of IONS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 4458145 (value 252108096; 0.03% of shares outstanding; change 0.06)
Holder of IONS: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2760687 (value 156116847; 0.02% of shares outstanding; change -0.31)
Holder of IONS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3618441 (value 204622835; 0.02% of shares outstanding; change -0.02)
Holder of IONS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4995141 (value 282475219; 0.03% of shares outstanding; change -0.03)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 8436932 (value 640278764; 0.05% of shares outstanding; change 0.00)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 2343258 (value 177829848; 0.01% of shares outstanding; change 0.00)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 2219022 (value 168401578; 0.01% of shares outstanding; change 0.00)
Holder of IONS: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 3803181 (value 215069882; 0.02% of shares outstanding; change 0.00)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 8471732 (value 479076438; 0.05% of shares outstanding; change 0.00)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 2348458 (value 132805298; 0.01% of shares outstanding; change 0.00)
Holder of IONS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 2090022 (value 118190742; 0.01% of shares outstanding; change -0.06)
Holder of IOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 6107 (value 109926; 0.00% of shares outstanding; change 0.00)
Holder of IOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1635 (value 29102; 0.00% of shares outstanding; change 0.00)
Holder of IOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 426 (value 7582; 0.00% of shares outstanding; change 0.00)
Holder of IOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 6107 (value 130055; 0.00% of shares outstanding; change 0.00)
Holder of IOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1629 (value 28996; 0.00% of shares outstanding; change 0.00)
Holder of IOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 388 (value 6906; 0.00% of shares outstanding; change -0.09)
Holder of IOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1629 (value 34691; 0.00% of shares outstanding; change 0.00)
Holder of IOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 388 (value 8262; 0.00% of shares outstanding; change 0.00)
Holder of IOSP: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2025-12-31: 298236 (value 24735694; 0.01% of shares outstanding; change 0.04)
Holder of IOSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 267187 (value 22160490; 0.01% of shares outstanding; change 0.01)
Holder of IOSP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 561152 (value 46541948; 0.02% of shares outstanding; change -0.05)
Holder of IOSP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 362535 (value 30068653; 0.01% of shares outstanding; change -0.04)
Holder of IOSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 783962 (value 65021810; 0.03% of shares outstanding; change -0.01)
Holder of IOSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 243444 (value 21079815; 0.01% of shares outstanding; change 0.01)
Holder of IOSP: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1507741 (value 121644544; 0.06% of shares outstanding; change -0.01)
Holder of IOSP: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2026-03-31: 313378 (value 26561919; 0.01% of shares outstanding; change 0.05)
Holder of IOSP: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 253615 (value 21496407; 0.01% of shares outstanding; change 0.25)
Holder of IOSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 276667 (value 23450295; 0.01% of shares outstanding; change 0.04)
Holder of IOSP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 571277 (value 48421439; 0.02% of shares outstanding; change 0.02)
Holder of IOSP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 363762 (value 30832467; 0.01% of shares outstanding; change 0.00)
Holder of IOSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 794092 (value 67307239; 0.03% of shares outstanding; change 0.01)
Holder of IOSP: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 625000 (value 52975001; 0.03% of shares outstanding; change -0.09)
Holder of IOSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 599518 (value 49724024; 0.02% of shares outstanding; change 0.02)
Holder of IOSP: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1485318 (value 121231659; 0.06% of shares outstanding; change -0.01)
Holder of IOSP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1510801 (value 124595760; 0.06% of shares outstanding; change 0.02)
Holder of IOSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 579453 (value 47787489; 0.02% of shares outstanding; change -0.03)
Holder of IOSP: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 1364799 (value 115680366; 0.06% of shares outstanding; change -0.08)
Holder of IOSP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1501822 (value 127294435; 0.06% of shares outstanding; change -0.01)
Holder of IOSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 587981 (value 49837270; 0.02% of shares outstanding; change 0.01)
Holder of IOT: T. Rowe Price Growth Stock Fund, Inc.
Shares held as of 2025-12-31: 3471873 (value 121480842; 0.01% of shares outstanding; change -0.14)
Holder of IOT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3757997 (value 131492321; 0.01% of shares outstanding; change 0.17)
Holder of IOT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 4019322 (value 140636083; 0.01% of shares outstanding; change 0.12)
Holder of IOT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7122565 (value 249218561; 0.02% of shares outstanding; change 0.11)
Holder of IOT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9880161 (value 345706849; 0.03% of shares outstanding; change 0.16)
Holder of IOT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 4487988 (value 148597285; 0.01% of shares outstanding; change 0.03)
Holder of IOT: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 5072890 (value 167963390; 0.01% of shares outstanding; change 0.00)
Holder of IOT: -Price (T.Rowe) Large Cap Growth Trust
Shares held as of 2026-03-31: 3492800 (value 115646610; 0.01% of shares outstanding; change 1.00)
Holder of IOT: Fidelity Contrafund
Shares held as of 2026-03-31: 5555125 (value 194373833; 0.02% of shares outstanding; change 0.52)
Holder of IOT: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 4115275 (value 143211566; 0.01% of shares outstanding; change 12.95)
Holder of IOT: T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund
Shares held as of 2026-03-31: 5459271 (value 180756466; 0.01% of shares outstanding; change 1.00)
Holder of IOT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3998553 (value 132392092; 0.01% of shares outstanding; change 0.06)
Holder of IOT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4162314 (value 137814219; 0.01% of shares outstanding; change 0.04)
Holder of IOT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7433095 (value 246109779; 0.02% of shares outstanding; change 0.04)
Holder of IOT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10246358 (value 339256919; 0.03% of shares outstanding; change 0.04)
Holder of IOT: Brown Advisory Funds-Brown Advisory Sustainable Growth Fund
Shares held as of 2026-04-30: 2822616 (value 98763338; 0.01% of shares outstanding; change 0.01)
Holder of IOT: Fidelity Contrafund
Shares held as of 2026-04-30: 6489738 (value 202090437; 0.02% of shares outstanding; change 0.17)
Holder of IOT: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 4335175 (value 134997346; 0.01% of shares outstanding; change 0.05)
Holder of IOT: Fidelity Contrafund
Shares held as of 2026-05-31: 6489738 (value 214875229; 0.02% of shares outstanding; change 0.00)
Holder of IOT: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 4335175 (value 143537646; 0.01% of shares outstanding; change 0.00)
Holder of IOVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3630821 (value 14886365; 0.01% of shares outstanding; change 0.11)
Holder of IOVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4059628 (value 16644474; 0.01% of shares outstanding; change 0.05)
Holder of IOVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2613727 (value 10716280; 0.01% of shares outstanding; change 0.06)
Holder of IOVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11224064 (value 46018661; 0.03% of shares outstanding; change 0.16)
Holder of IOVA: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 5024021 (value 20397524; 0.01% of shares outstanding; change 0.00)
Holder of IOVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 3008795 (value 12215707; 0.01% of shares outstanding; change 0.01)
Holder of IOVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3722268 (value 18574116; 0.01% of shares outstanding; change 0.03)
Holder of IOVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4530616 (value 22607772; 0.01% of shares outstanding; change 0.12)
Holder of IOVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2873919 (value 14340855; 0.01% of shares outstanding; change 0.10)
Holder of IOVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12475464 (value 62252562; 0.03% of shares outstanding; change 0.11)
Holder of IOVA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 2619021 (value 10737985; 0.01% of shares outstanding; change 0.06)
Holder of IOVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 8229112 (value 33739358; 0.02% of shares outstanding; change 0.10)
Holder of IOVA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 2894398 (value 11867031; 0.01% of shares outstanding; change 0.09)
Holder of IOVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3336576 (value 16649513; 0.01% of shares outstanding; change 0.11)
Holder of IOVA: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 3377261 (value 16852531; 0.01% of shares outstanding; change -0.33)
Holder of IOVA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 9100747 (value 36949032; 0.02% of shares outstanding; change 0.12)
Holder of IOVA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 2580913 (value 10478506; 0.01% of shares outstanding; change -0.01)
Holder of IOVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 7907226 (value 32103337; 0.02% of shares outstanding; change -0.04)
Holder of IOVA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 2861353 (value 11617093; 0.01% of shares outstanding; change -0.01)
Holder of IOVA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 9011058 (value 38116775; 0.02% of shares outstanding; change -0.01)
Holder of IOVA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 2592918 (value 12938660; 0.01% of shares outstanding; change 0.00)
Holder of IOVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 8053808 (value 40188500; 0.02% of shares outstanding; change 0.02)
Holder of IOVA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 2924533 (value 14593419; 0.01% of shares outstanding; change 0.02)
Holder of IOVA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 14440212 (value 72056654; 0.03% of shares outstanding; change 0.60)
Holder of IP: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 14969732 (value 501036948; 0.03% of shares outstanding; change -0.01)
Holder of IP: T. Rowe Price Value Fund, Inc.
Shares held as of 2025-12-31: 11607515 (value 388503541; 0.02% of shares outstanding; change -0.06)
Holder of IP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13315907 (value 445683423; 0.03% of shares outstanding; change 0.02)
Holder of IP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 16635230 (value 556781168; 0.03% of shares outstanding; change 0.00)
Holder of IP: Capital Group Dividend Value ETF
Shares held as of 2026-02-28: 14642760 (value 549982085; 0.03% of shares outstanding; change 0.45)
Holder of IP: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 9952768 (value 419608697; 0.02% of shares outstanding; change -0.34)
Holder of IP: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 7637611 (value 322001678; 0.01% of shares outstanding; change 0.92)
Holder of IP: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 34938367 (value 1288876337; 0.07% of shares outstanding; change 0.00)
Holder of IP: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 14350508 (value 544314772; 0.03% of shares outstanding; change 16.17)
Holder of IP: Investment Co of America
Shares held as of 2026-03-31: 14350508 (value 539005100; 0.03% of shares outstanding; change 16.17)
Holder of IP: T. Rowe Price Value Fund, Inc.
Shares held as of 2026-03-31: 7506006 (value 316453211; 0.01% of shares outstanding; change -0.35)
Holder of IP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13417612 (value 565686519; 0.03% of shares outstanding; change 0.01)
Holder of IP: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11403900 (value 480788422; 0.02% of shares outstanding; change -0.01)
Holder of IP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16810062 (value 708712211; 0.03% of shares outstanding; change 0.01)
Holder of IP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 15945633 (value 588234391; 0.03% of shares outstanding; change -0.27)
Holder of IP: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 34938367 (value 1325212270; 0.07% of shares outstanding; change 0.00)
Holder of IP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 9904027 (value 375659747; 0.02% of shares outstanding; change -0.38)
Holder of IP: Capital Group Dividend Value ETF
Shares held as of 2026-05-31: 18308174 (value 771872613; 0.03% of shares outstanding; change 0.25)
Holder of IP: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 34578554 (value 1457831831; 0.07% of shares outstanding; change -0.01)
Holder of IP: Investment Co of America
Shares held as of 2026-06-30: 14350508 (value 605017415; 0.03% of shares outstanding; change 0.00)
Holder of IP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 9904027 (value 417553776; 0.02% of shares outstanding; change 0.00)
Holder of IPAR: ETF Series Solutions-Bahl & Gaynor Small/Mid Cap Income Growth ETF
Shares held as of 2025-12-31: 261811 (value 24707104; 0.01% of shares outstanding; change -0.02)
Holder of IPAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 225433 (value 21274112; 0.01% of shares outstanding; change -0.04)
Holder of IPAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 400817 (value 37825101; 0.01% of shares outstanding; change -0.04)
Holder of IPAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 554397 (value 52318446; 0.02% of shares outstanding; change 0.00)
Holder of IPAR: Ultimus Managers Trust-Westwood Quality SmallCap Fund
Shares held as of 2026-01-31: 198736 (value 18754716; 0.01% of shares outstanding; change 0.00)
Holder of IPAR: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 562810 (value 68972367; 0.02% of shares outstanding; change 0.08)
Holder of IPAR: ETF Series Solutions-Bahl & Gaynor Small/Mid Cap Income Growth ETF
Shares held as of 2026-03-31: 275865 (value 33807256; 0.01% of shares outstanding; change 0.05)
Holder of IPAR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 204078 (value 19948624; 0.01% of shares outstanding; change 0.04)
Holder of IPAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 227062 (value 27826448; 0.01% of shares outstanding; change 0.01)
Holder of IPAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 405852 (value 49737163; 0.01% of shares outstanding; change 0.01)
Holder of IPAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 554397 (value 67941354; 0.02% of shares outstanding; change 0.00)
Holder of IPAR: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 210000 (value 25735500; 0.01% of shares outstanding; change -0.29)
Holder of IPAR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 447757 (value 42254829; 0.01% of shares outstanding; change 0.01)
Holder of IPAR: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 241335 (value 29575604; 0.01% of shares outstanding; change 0.60)
Holder of IPAR: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 842654 (value 85765323; 0.03% of shares outstanding; change 0.01)
Holder of IPAR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1114441 (value 108936607; 0.03% of shares outstanding; change 0.02)
Holder of IPAR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 430278 (value 42059674; 0.01% of shares outstanding; change -0.04)
Holder of IPAR: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 851323 (value 104908536; 0.03% of shares outstanding; change 0.01)
Holder of IPAR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1108754 (value 135877806; 0.03% of shares outstanding; change -0.01)
Holder of IPAR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 443121 (value 54304479; 0.01% of shares outstanding; change 0.03)
Holder of IPAR: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 959856 (value 117630355; 0.03% of shares outstanding; change 0.13)
Holder of IPC.L: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 14969732 (value 36301600100; 0.03% of shares outstanding; change -0.01)
Holder of IPC.L: Capital Group Dividend Value ETF
Shares held as of 2026-02-28: 14642760 (value 40999728000; 0.03% of shares outstanding; change 0.45)
Holder of IPC.L: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 9952768 (value 28614208000; 0.02% of shares outstanding; change -0.34)
Holder of IPC.L: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 7637611 (value 21958131625; 0.01% of shares outstanding; change 0.92)
Holder of IPC.L: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 34938367 (value 95485149581; 0.07% of shares outstanding; change 0.00)
Holder of IPC.L: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 14350508 (value 40683690180; 0.03% of shares outstanding; change 16.17)
Holder of IPC.L: Investment Co of America
Shares held as of 2026-03-31: 14350508 (value 40181422400; 0.03% of shares outstanding; change 16.17)
Holder of IPC.L: T. Rowe Price Value Fund, Inc.
Shares held as of 2026-03-31: 7506006 (value 21579767250; 0.01% of shares outstanding; change -0.35)
Holder of IPC.L: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13417612 (value 38575634500; 0.03% of shares outstanding; change 0.01)
Holder of IPC.L: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11403900 (value 32786212500; 0.02% of shares outstanding; change -0.01)
Holder of IPC.L: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16810062 (value 48328928250; 0.03% of shares outstanding; change 0.01)
Holder of IPC.L: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 15945633 (value 43578772647; 0.03% of shares outstanding; change -0.27)
Holder of IPC.L: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 34938367 (value 99050270445; 0.07% of shares outstanding; change 0.00)
Holder of IPC.L: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 9904027 (value 28077916545; 0.02% of shares outstanding; change -0.38)
Holder of IPC.L: Capital Group Dividend Value ETF
Shares held as of 2026-05-31: 18308174 (value 52636000250; 0.03% of shares outstanding; change 0.25)
Holder of IPC.L: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 34578554 (value 99413342750; 0.07% of shares outstanding; change -0.01)
Holder of IPC.L: Investment Co of America
Shares held as of 2026-06-30: 14350508 (value 41257710500; 0.03% of shares outstanding; change 0.00)
Holder of IPC.L: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 9904027 (value 28474077625; 0.02% of shares outstanding; change 0.00)
Holder of IPCO.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 432133 (value 15487646; 0.00% of shares outstanding; change 0.88)
Holder of IPCO.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1535538 (value 49782139; 0.02% of shares outstanding; change 0.00)
Holder of IPCO.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 438091 (value 14202909; 0.01% of shares outstanding; change 0.00)
Holder of IPCO.TO: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 481608 (value 15613730; 0.01% of shares outstanding; change 0.00)
Holder of IPCO.TO: PUTNAM FOCUSED INTERNATIONAL EQUITY FUND
Shares held as of 2026-01-31: 906170 (value 29378029; 0.01% of shares outstanding; change 0.00)
Holder of IPCO.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 620381 (value 20112750; 0.01% of shares outstanding; change 0.82)
Holder of IPCO.TO: Northern Lights Fund Trust IV-Moerus Worldwide Value Fund
Shares held as of 2026-02-28: 339309 (value 10769667; 0.00% of shares outstanding; change 0.06)
Holder of IPCO.TO: Putnam Investment Funds-Putnam International Small Cap Fund
Shares held as of 2026-02-28: 427209 (value 13559613; 0.00% of shares outstanding; change 0.00)
Holder of IPCO.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 681580 (value 21633349; 0.01% of shares outstanding; change 0.58)
Holder of IPCO.TO: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 1839691 (value 58391791; 0.02% of shares outstanding; change 0.00)
Holder of IPCO.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 926963 (value 32341738; 0.01% of shares outstanding; change 0.00)
Holder of IPCO.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1080931 (value 34308749; 0.01% of shares outstanding; change -0.30)
Holder of IPCO.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 438091 (value 13905008; 0.01% of shares outstanding; change 0.00)
Holder of IPCO.TO: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 481608 (value 15286237; 0.01% of shares outstanding; change 0.00)
Holder of IPCO.TO: PUTNAM FOCUSED INTERNATIONAL EQUITY FUND
Shares held as of 2026-04-30: 769573 (value 24426246; 0.01% of shares outstanding; change -0.15)
Holder of IPCO.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1021927 (value 32435962; 0.01% of shares outstanding; change 0.65)
Holder of IPCO.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 921644 (value 29879696; 0.01% of shares outstanding; change -0.01)
Holder of IPCO.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 902002 (value 28629543; 0.01% of shares outstanding; change -0.02)
Holder of IPCX: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 14062 (value 145119; 0.00% of shares outstanding; change 0.00)
Holder of IPCX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 432085 (value 4459117; 0.02% of shares outstanding; change 1.00)
Holder of IPCX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 62500 (value 644999; 0.00% of shares outstanding; change 1.00)
Holder of IPCX: Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo
Shares held as of 2026-02-28: 100000 (value 1039999; 0.00% of shares outstanding; change 1.00)
Holder of IPCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 30333 (value 313036; 0.00% of shares outstanding; change 0.11)
Holder of IPCX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 432085 (value 4502325; 0.02% of shares outstanding; change 0.00)
Holder of IPCX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 66458 (value 692492; 0.00% of shares outstanding; change 0.00)
Holder of IPCX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 62500 (value 651250; 0.00% of shares outstanding; change 0.00)
Holder of IPCX: RiverPark Funds Trust-RiverPark Short Term High Yield Fund
Shares held as of 2026-03-31: 960944 (value 10013036; 0.04% of shares outstanding; change 0.48)
Holder of IPCX: TRT for Professional Managers-CrossingBridge Ultra-Short Duration ETF
Shares held as of 2026-03-31: 400 (value 4168; 0.00% of shares outstanding; change 0.00)
Holder of IPCX: Trust for Professional Managers-CrossingBridge Responsible Credit Fund
Shares held as of 2026-03-31: 100000 (value 1039999; 0.00% of shares outstanding; change 1.00)
Holder of IPCX: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 37141 (value 383295; 0.00% of shares outstanding; change 0.05)
Holder of IPCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 30333 (value 313036; 0.00% of shares outstanding; change 0.00)
Holder of IPCX: Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo
Shares held as of 2026-05-31: 100000 (value 1042000; 0.00% of shares outstanding; change 0.00)
Holder of IPCX: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 37393 (value 385895; 0.00% of shares outstanding; change 0.01)
Holder of IPCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 30333 (value 316069; 0.00% of shares outstanding; change 0.00)
Holder of IPCX: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 37645 (value 392260; 0.00% of shares outstanding; change 0.01)
Holder of IPCX: Trust for Professional Managers-CrossingBridge Responsible Credit Fund
Shares held as of 2026-06-30: 100000 (value 1042000; 0.00% of shares outstanding; change 0.00)
Holder of IPD.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-01-31: 121421 (value 728; 0.00% of shares outstanding; change 0.00)
Holder of IPD.AX: Dimensional ETF TRT-Dimensional Intl Sustainability Core 1 ETF
Shares held as of 2026-01-31: 656 (value 3; 0.00% of shares outstanding; change 0.00)
Holder of IPDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5154 (value 3710; 0.00% of shares outstanding; change 0.00)
Holder of IPDN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 25825 (value 16786; 0.00% of shares outstanding; change 0.00)
Holder of IPDN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4816 (value 3130; 0.00% of shares outstanding; change 0.00)