speb/financial-data huggingface dataset:
Holder of UUUU: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 5395737 (value 98310324; 0.02% of shares outstanding; change -0.56)
Holder of UUUU: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 2733838 (value 49810526; 0.01% of shares outstanding; change 1.28)
Holder of UUUU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6935530 (value 126365351; 0.03% of shares outstanding; change 0.00)
Holder of UUUU: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2138348 (value 38960699; 0.01% of shares outstanding; change 0.99)
Holder of UUUU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2236981 (value 34606096; 0.01% of shares outstanding; change 0.01)
Holder of UUUU: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 5485099 (value 61981619; 0.02% of shares outstanding; change 0.02)
Holder of UUUU: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 2282654 (value 25793990; 0.01% of shares outstanding; change -0.17)
Holder of UUUU: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2709424 (value 30616491; 0.01% of shares outstanding; change 1.00)
Holder of UUUU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2739415 (value 30955390; 0.01% of shares outstanding; change 1.00)
Holder of UUUU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7541953 (value 85224070; 0.03% of shares outstanding; change 0.09)
Holder of UUUU: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2245786 (value 34742310; 0.01% of shares outstanding; change 0.62)
Holder of UUUU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5738906 (value 104562863; 0.02% of shares outstanding; change 0.03)
Holder of UUUU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2324814 (value 26270398; 0.01% of shares outstanding; change 0.04)
Holder of UUUU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 15300336 (value 232718111; 0.06% of shares outstanding; change 0.02)
Holder of UUUU: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3386253 (value 38264659; 0.01% of shares outstanding; change 0.58)
Holder of UUUU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 11236756 (value 170911059; 0.05% of shares outstanding; change 0.03)
Holder of UUUU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5533063 (value 85596486; 0.02% of shares outstanding; change -0.04)
Holder of UUUU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 15184584 (value 174470866; 0.06% of shares outstanding; change -0.01)
Holder of UUUU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 11567611 (value 157088156; 0.05% of shares outstanding; change 0.03)
Holder of UUUU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5628687 (value 63604164; 0.02% of shares outstanding; change 0.02)
Holder of UUUU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 15032961 (value 169872462; 0.06% of shares outstanding; change -0.01)
Holder of UUUU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 13554873 (value 153170067; 0.05% of shares outstanding; change 0.17)
Holder of UVD.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 997694 (value 69758762; 0.02% of shares outstanding; change 0.03)
Holder of UVD.DE: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1109235 (value 77557709; 0.02% of shares outstanding; change -0.01)
Holder of UVD.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 493237 (value 34487130; 0.01% of shares outstanding; change 0.04)
Holder of UVD.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 576685 (value 40321814; 0.01% of shares outstanding; change 0.00)
Holder of UVD.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1031582 (value 72128211; 0.02% of shares outstanding; change 0.01)
Holder of UVD.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1405056 (value 98241512; 0.03% of shares outstanding; change -0.01)
Holder of UVD.DE: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 726324 (value 50784572; 0.02% of shares outstanding; change 0.00)
Holder of UVD.DE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 712438 (value 49314959; 0.02% of shares outstanding; change 0.01)
Holder of UVD.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1499950 (value 104876501; 0.03% of shares outstanding; change 0.00)
Holder of UVD.DE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 833749 (value 58295728; 0.02% of shares outstanding; change 0.17)
Holder of UVD.DE: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 833539 (value 58281045; 0.02% of shares outstanding; change 0.65)
Holder of UVE: Meridian Fund Inc-MERIDIAN CONTRARIAN FUND
Shares held as of 2025-12-31: 215000 (value 7959300; 0.01% of shares outstanding; change -0.12)
Holder of UVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 270389 (value 10009800; 0.01% of shares outstanding; change -0.06)
Holder of UVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 808842 (value 29943331; 0.03% of shares outstanding; change 0.00)
Holder of UVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 203276 (value 8124941; 0.01% of shares outstanding; change -0.07)
Holder of UVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 220152 (value 8799475; 0.01% of shares outstanding; change 0.00)
Holder of UVE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 187273 (value 7485302; 0.01% of shares outstanding; change 0.01)
Holder of UVE: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 186600 (value 7458402; 0.01% of shares outstanding; change -0.02)
Holder of UVE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 249743 (value 9982228; 0.01% of shares outstanding; change 0.01)
Holder of UVE: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 176399 (value 7339962; 0.01% of shares outstanding; change 0.30)
Holder of UVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 279342 (value 11623420; 0.01% of shares outstanding; change 0.03)
Holder of UVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 808842 (value 33655916; 0.03% of shares outstanding; change 0.00)
Holder of UVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 636556 (value 23565303; 0.02% of shares outstanding; change 0.00)
Holder of UVE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 836420 (value 30587879; 0.03% of shares outstanding; change 0.05)
Holder of UVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 180246 (value 7500036; 0.01% of shares outstanding; change -0.11)
Holder of UVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 226982 (value 9444721; 0.01% of shares outstanding; change 0.03)
Holder of UVE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 193838 (value 8065599; 0.01% of shares outstanding; change 0.04)
Holder of UVE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 252111 (value 10490338; 0.01% of shares outstanding; change 0.01)
Holder of UVE: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 186600 (value 7764426; 0.01% of shares outstanding; change 0.00)
Holder of UVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 611586 (value 24445093; 0.02% of shares outstanding; change -0.04)
Holder of UVE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 874409 (value 34950128; 0.03% of shares outstanding; change 0.05)
Holder of UVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 617416 (value 25690680; 0.02% of shares outstanding; change 0.01)
Holder of UVE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 912364 (value 37963466; 0.03% of shares outstanding; change 0.04)
Holder of UVSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 309054 (value 12189089; 0.01% of shares outstanding; change 0.02)
Holder of UVSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 839155 (value 33096272; 0.03% of shares outstanding; change -0.06)
Holder of UVSP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 415476 (value 17819765; 0.01% of shares outstanding; change -0.02)
Holder of UVSP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 331684 (value 14225926; 0.01% of shares outstanding; change 0.00)
Holder of UVSP: Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund
Shares held as of 2026-02-28: 352408 (value 15114778; 0.01% of shares outstanding; change 0.00)
Holder of UVSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 277997 (value 11923291; 0.01% of shares outstanding; change 0.01)
Holder of UVSP: Fidelity Select Portfolios-Select Banking Portfolio
Shares held as of 2026-03-31: 248259 (value 9791334; 0.01% of shares outstanding; change -0.03)
Holder of UVSP: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 848885 (value 34744863; 0.03% of shares outstanding; change 0.00)
Holder of UVSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 317751 (value 14012818; 0.01% of shares outstanding; change 0.03)
Holder of UVSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 871191 (value 38419521; 0.03% of shares outstanding; change 0.04)
Holder of UVSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 708723 (value 27952034; 0.03% of shares outstanding; change -0.01)
Holder of UVSP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 647628 (value 26507414; 0.02% of shares outstanding; change 0.03)
Holder of UVSP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 415476 (value 18322490; 0.01% of shares outstanding; change 0.00)
Holder of UVSP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 331684 (value 14627263; 0.01% of shares outstanding; change 0.00)
Holder of UVSP: Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund
Shares held as of 2026-04-30: 243308 (value 10571732; 0.01% of shares outstanding; change -0.31)
Holder of UVSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 277874 (value 12254242; 0.01% of shares outstanding; change 0.00)
Holder of UVSP: Fidelity Select Portfolios-Select Banking Portfolio
Shares held as of 2026-04-30: 245559 (value 10532025; 0.01% of shares outstanding; change -0.01)
Holder of UVSP: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 764630 (value 32794980; 0.03% of shares outstanding; change -0.10)
Holder of UVSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 681029 (value 29209333; 0.02% of shares outstanding; change -0.04)
Holder of UVSP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 683909 (value 29332856; 0.02% of shares outstanding; change 0.06)
Holder of UVSP: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-05-31: 716553 (value 31599986; 0.03% of shares outstanding; change -0.06)
Holder of UVSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 687495 (value 30318528; 0.02% of shares outstanding; change 0.01)
Holder of UVSP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 246400 (value 10866239; 0.01% of shares outstanding; change 0.02)
Holder of UVSP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 719290 (value 31720687; 0.03% of shares outstanding; change 0.05)
Holder of UVSP: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 266022 (value 11731569; 0.01% of shares outstanding; change 0.35)
Holder of UVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 538020 (value 27907096; 0.02% of shares outstanding; change -0.04)
Holder of UVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 346415 (value 17968545; 0.01% of shares outstanding; change -0.03)
Holder of UVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 734248 (value 38085442; 0.03% of shares outstanding; change -0.02)
Holder of UVV: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-01-31: 367155 (value 19367426; 0.01% of shares outstanding; change -0.19)
Holder of UVV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 530139 (value 27922420; 0.02% of shares outstanding; change -0.03)
Holder of UVV: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 288492 (value 15506445; 0.01% of shares outstanding; change 0.03)
Holder of UVV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 278336 (value 14682224; 0.01% of shares outstanding; change 0.04)
Holder of UVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 546634 (value 29381577; 0.02% of shares outstanding; change 0.02)
Holder of UVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 347743 (value 18691186; 0.01% of shares outstanding; change 0.00)
Holder of UVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 748960 (value 40256600; 0.03% of shares outstanding; change 0.02)
Holder of UVV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 590566 (value 30632657; 0.02% of shares outstanding; change 0.00)
Holder of UVV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 530139 (value 28494971; 0.02% of shares outstanding; change 0.00)
Holder of UVV: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 277831 (value 14411093; 0.01% of shares outstanding; change 0.02)
Holder of UVV: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-04-30: 466268 (value 24595637; 0.02% of shares outstanding; change 0.00)
Holder of UVV: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1520262 (value 79296865; 0.06% of shares outstanding; change 0.02)
Holder of UVV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 567412 (value 29885589; 0.02% of shares outstanding; change -0.04)
Holder of UVV: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-05-31: 397941 (value 20541713; 0.02% of shares outstanding; change -0.01)
Holder of UVV: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 281846 (value 14977296; 0.01% of shares outstanding; change 0.02)
Holder of UVV: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-05-31: 461351 (value 24516191; 0.02% of shares outstanding; change -0.01)
Holder of UVV: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1510511 (value 81189966; 0.06% of shares outstanding; change -0.01)
Holder of UVV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 582109 (value 31288358; 0.02% of shares outstanding; change 0.03)
Holder of UVV: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-06-30: 412509 (value 22172358; 0.02% of shares outstanding; change 0.04)
Holder of UVV: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 285809 (value 15362233; 0.01% of shares outstanding; change 0.01)
Holder of UVV: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-06-30: 524757 (value 28205688; 0.02% of shares outstanding; change 0.14)
Holder of UWMC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2609568 (value 7985277; 0.01% of shares outstanding; change 0.18)
Holder of UWMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2606622 (value 7976263; 0.01% of shares outstanding; change 0.05)
Holder of UWMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4632547 (value 14175593; 0.01% of shares outstanding; change 0.05)
Holder of UWMC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6733113 (value 20603325; 0.02% of shares outstanding; change 0.09)
Holder of UWMC: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 1154935 (value 3534101; 0.00% of shares outstanding; change 0.17)
Holder of UWMC: Advisers Investment Trust-State Farm Growth Fund
Shares held as of 2026-03-31: 3325419 (value 6085516; 0.01% of shares outstanding; change 24.36)
Holder of UWMC: Fidelity Capital Trust-Fidelity Capital Appreciation Fund
Shares held as of 2026-03-31: 7312071 (value 22374936; 0.02% of shares outstanding; change 0.09)
Holder of UWMC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1383928 (value 3542855; 0.00% of shares outstanding; change 0.09)
Holder of UWMC: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-03-31: 12462600 (value 38135555; 0.04% of shares outstanding; change 0.00)
Holder of UWMC: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-03-31: 5275232 (value 16142209; 0.02% of shares outstanding; change 0.01)
Holder of UWMC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2824290 (value 5168450; 0.01% of shares outstanding; change 0.08)
Holder of UWMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3247609 (value 5943124; 0.01% of shares outstanding; change 0.25)
Holder of UWMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5794015 (value 10603047; 0.02% of shares outstanding; change 0.25)
Holder of UWMC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8045513 (value 14723289; 0.02% of shares outstanding; change 0.19)
Holder of UWMC: Fidelity Capital Trust-Fidelity Capital Appreciation Fund
Shares held as of 2026-04-30: 7871400 (value 15978941; 0.02% of shares outstanding; change 0.08)
Holder of UWMC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1378892 (value 2799150; 0.00% of shares outstanding; change 0.00)
Holder of UWMC: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 12462600 (value 25299077; 0.04% of shares outstanding; change 0.00)
Holder of UWMC: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-04-30: 5275232 (value 10708720; 0.02% of shares outstanding; change 0.00)
Holder of UWMC: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 2013279 (value 5153994; 0.01% of shares outstanding; change 0.00)
Holder of UWMC: Fidelity Capital Trust-Fidelity Capital Appreciation Fund
Shares held as of 2026-05-31: 7871400 (value 14404662; 0.02% of shares outstanding; change 0.00)
Holder of UWMC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1323438 (value 2673344; 0.00% of shares outstanding; change -0.04)
Holder of UWMC: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 12462600 (value 22806558; 0.04% of shares outstanding; change 0.00)
Holder of UWMC: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-05-31: 5275232 (value 9653674; 0.02% of shares outstanding; change 0.00)
Holder of UWMC: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 2030483 (value 4101575; 0.01% of shares outstanding; change 0.01)
Holder of UWMC: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 3855855 (value 7056214; 0.01% of shares outstanding; change 1.00)
Holder of UWMC: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 4306233 (value 7880406; 0.01% of shares outstanding; change 1.12)
Holder of UWS.DE: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 2189963 (value 457702267; 0.01% of shares outstanding; change -0.03)
Holder of UWS.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 3422634 (value 627711054; 0.01% of shares outstanding; change 0.98)
Holder of UWS.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4738836 (value 869102493; 0.01% of shares outstanding; change 0.00)
Holder of UWS.DE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-03-31: 3896472 (value 825272781; 0.01% of shares outstanding; change -0.07)
Holder of UWS.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9428360 (value 1970527240; 0.02% of shares outstanding; change 0.01)
Holder of UWS.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12806598 (value 2676578982; 0.03% of shares outstanding; change 0.01)
Holder of UWS.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3730383 (value 779650047; 0.01% of shares outstanding; change 0.01)
Holder of UWS.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 2092216 (value 383712401; 0.01% of shares outstanding; change -0.02)
Holder of UWS.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4443706 (value 814975653; 0.01% of shares outstanding; change 0.03)
Holder of UWS.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4799647 (value 880255230; 0.01% of shares outstanding; change 0.01)
Holder of UWS.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4748577 (value 992452593; 0.01% of shares outstanding; change 0.00)
Holder of UWS.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4889051 (value 1021811659; 0.01% of shares outstanding; change 0.02)
Holder of UWS.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 4084704 (value 853703136; 0.01% of shares outstanding; change 0.12)
Holder of UWS.DE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-06-30: 3591023 (value 750523807; 0.01% of shares outstanding; change -0.08)
Holder of UWS.DE: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 2169117 (value 453345453; 0.01% of shares outstanding; change 0.04)
Holder of UWS.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4465224 (value 933231816; 0.01% of shares outstanding; change 0.00)
Holder of UXIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 26703 (value 57144; 0.00% of shares outstanding; change 0.00)
Holder of UXIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 33086 (value 53599; 0.00% of shares outstanding; change 0.24)
Holder of UXIN: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 33793 (value 72317; 0.00% of shares outstanding; change 0.00)
Holder of UXIN: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 46664 (value 99860; 0.00% of shares outstanding; change -0.28)
Holder of UXIN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 33086 (value 49629; 0.00% of shares outstanding; change 0.00)
Holder of UXIN: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 31660 (value 53347; 0.00% of shares outstanding; change -0.06)
Holder of UXIN: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 46664 (value 69996; 0.00% of shares outstanding; change 0.00)
Holder of UXIN: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 32502 (value 48753; 0.00% of shares outstanding; change 0.03)
Holder of UYSC: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 28125 (value 300937; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 16153 (value 172837; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 1726 (value 18468; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 3005 (value 32153; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 291138 (value 3115176; 0.04% of shares outstanding; change 0.00)
Holder of UYSC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 62500 (value 668749; 0.01% of shares outstanding; change 1.00)
Holder of UYSC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 11082 (value 118577; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 4727 (value 50578; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 2169 (value 23381; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 2820 (value 30399; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 28125 (value 303187; 0.01% of shares outstanding; change 0.00)
Holder of UYSC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 16153 (value 174129; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 1726 (value 18606; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 3005 (value 32393; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 291138 (value 3138467; 0.06% of shares outstanding; change 0.00)
Holder of UYSC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 62500 (value 673749; 0.01% of shares outstanding; change 0.00)
Holder of UYSC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 11082 (value 119463; 0.00% of shares outstanding; change 0.00)
Holder of UYSC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 4727 (value 50957; 0.00% of shares outstanding; change 0.00)
Holder of V: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 41707133 (value 13611539314; 0.03% of shares outstanding; change 0.02)
Holder of V: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 17342889 (value 5660024999; 0.01% of shares outstanding; change 0.02)
Holder of V: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 52011222 (value 16974381650; 0.03% of shares outstanding; change -0.01)
Holder of V: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 8983143 (value 3195663203; 0.01% of shares outstanding; change 0.46)
Holder of V: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 21468859 (value 7006576508; 0.01% of shares outstanding; change 0.00)
Holder of V: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 9289760 (value 3304739131; 0.01% of shares outstanding; change 0.11)
Holder of V: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 41868067 (value 14894145745; 0.03% of shares outstanding; change 0.00)
Holder of V: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 17382151 (value 6183526226; 0.01% of shares outstanding; change 0.00)
Holder of V: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 52359075 (value 18626216829; 0.03% of shares outstanding; change 0.01)
Holder of V: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 9178637 (value 3265208236; 0.01% of shares outstanding; change -0.02)
Holder of V: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 21542985 (value 7076439949; 0.01% of shares outstanding; change 0.00)
Holder of V: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 11759438 (value 3848158376; 0.01% of shares outstanding; change 0.03)
Holder of V: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 20094534 (value 6423619953; 0.01% of shares outstanding; change 0.03)
Holder of V: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 21744231 (value 7142545237; 0.01% of shares outstanding; change 0.01)
Holder of V: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 21512997 (value 7653033342; 0.01% of shares outstanding; change 0.00)
Holder of V: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 11300032 (value 3943372180; 0.01% of shares outstanding; change -0.04)
Holder of V: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 20270953 (value 7073954493; 0.01% of shares outstanding; change 0.01)
Holder of V: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 22148403 (value 7879072666; 0.01% of shares outstanding; change 0.02)
Holder of V: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 11299318 (value 4019619274; 0.01% of shares outstanding; change 0.00)
Holder of V: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 20048893 (value 7132193000; 0.01% of shares outstanding; change -0.01)
Holder of V1L.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2627247 (value 568536234; 0.01% of shares outstanding; change 0.00)
Holder of V1L.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 9416679 (value 2516136743; 0.03% of shares outstanding; change 0.06)
Holder of V1L.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3895211 (value 842923636; 0.01% of shares outstanding; change 0.00)
Holder of V1L.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7750609 (value 2070962819; 0.03% of shares outstanding; change 0.01)
Holder of V1L.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6457918 (value 1725555768; 0.02% of shares outstanding; change -0.03)
Holder of V1L.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9494860 (value 2537026707; 0.03% of shares outstanding; change -0.01)
Holder of V1L.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2765507 (value 738943504; 0.01% of shares outstanding; change -0.01)
Holder of V1L.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 2774315 (value 741297001; 0.01% of shares outstanding; change 0.06)
Holder of V1L.DE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 6911700 (value 1495691837; 0.02% of shares outstanding; change -0.02)
Holder of V1L.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3639357 (value 787556832; 0.01% of shares outstanding; change 0.02)
Holder of V1L.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3945176 (value 853736062; 0.01% of shares outstanding; change 0.01)
Holder of V1L.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3903218 (value 1042939897; 0.01% of shares outstanding; change 0.00)
Holder of V1L.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4018512 (value 1073746455; 0.01% of shares outstanding; change 0.02)
Holder of V1L.DE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 6065810 (value 1620784506; 0.02% of shares outstanding; change -0.10)
Holder of V1L.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3588724 (value 958907096; 0.01% of shares outstanding; change -0.02)
Holder of V71.DE: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1167176 (value 117557968; 0.01% of shares outstanding; change -0.33)
Holder of V71.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2479661 (value 249751458; 0.02% of shares outstanding; change 0.03)
Holder of V71.DE: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 973678 (value 98068849; 0.01% of shares outstanding; change 0.04)
Holder of V71.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1072105 (value 107982416; 0.01% of shares outstanding; change 0.03)
Holder of V71.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1151748 (value 116004059; 0.01% of shares outstanding; change 1.00)
Holder of V71.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3186927 (value 320987291; 0.03% of shares outstanding; change 0.03)
Holder of V71.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 969796 (value 97677854; 0.01% of shares outstanding; change 0.03)
Holder of V71.DE: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 884798 (value 89116855; 0.01% of shares outstanding; change -0.03)
Holder of V71.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2347062 (value 236396087; 0.02% of shares outstanding; change 0.02)
Holder of V71.DE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 849797 (value 85591554; 0.01% of shares outstanding; change 0.02)
Holder of V76.DE: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 6112063 (value 122241260; 0.02% of shares outstanding; change 1.10)
Holder of V76.DE: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 3450332 (value 69006640; 0.01% of shares outstanding; change -0.01)
Holder of V76.DE: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 11123395 (value 222467900; 0.03% of shares outstanding; change -0.04)
Holder of V76.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2777886 (value 55557720; 0.01% of shares outstanding; change 0.02)
Holder of V76.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3048506 (value 60970120; 0.01% of shares outstanding; change -0.01)
Holder of V76.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5454240 (value 109084800; 0.02% of shares outstanding; change 0.00)
Holder of V76.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7519583 (value 150391660; 0.02% of shares outstanding; change -0.02)
Holder of V76.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 5027600 (value 109601676; 0.01% of shares outstanding; change 0.00)
Holder of V76.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 8629582 (value 172591640; 0.02% of shares outstanding; change -0.19)
Holder of V76.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 5027600 (value 100552000; 0.01% of shares outstanding; change 0.00)
Holder of V76.DE: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 2340400 (value 46808000; 0.01% of shares outstanding; change -0.21)
Holder of VA7A.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 1160686 (value 203120050; 0.01% of shares outstanding; change 1.00)
Holder of VA7A.DE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-03-31: 1300172 (value 227530100; 0.01% of shares outstanding; change 0.03)
Holder of VA7A.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3542883 (value 620004525; 0.03% of shares outstanding; change 0.01)
Holder of VA7A.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 1706111 (value 298569425; 0.01% of shares outstanding; change -0.03)
Holder of VA7A.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 1049199 (value 183609825; 0.01% of shares outstanding; change -0.10)
Holder of VA7A.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2979071 (value 521337425; 0.02% of shares outstanding; change -0.02)
Holder of VA7A.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4380031 (value 766505425; 0.03% of shares outstanding; change 0.00)
Holder of VA7A.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1783561 (value 312123175; 0.01% of shares outstanding; change 0.00)
Holder of VA7A.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 2996344 (value 524360200; 0.02% of shares outstanding; change 0.01)
Holder of VA7A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1836078 (value 321313650; 0.01% of shares outstanding; change 0.02)
Holder of VA7A.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1583605 (value 277130875; 0.01% of shares outstanding; change -0.06)
Holder of VA7A.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 3365249 (value 588918575; 0.03% of shares outstanding; change -0.14)
Holder of VABK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 50500 (value 2191194; 0.02% of shares outstanding; change -0.07)
Holder of VABK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 169113 (value 7337812; 0.06% of shares outstanding; change 0.00)
Holder of VABK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 48315 (value 2155332; 0.02% of shares outstanding; change 0.00)
Holder of VABK: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 23470 (value 1053098; 0.01% of shares outstanding; change 0.01)
Holder of VABK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 24134 (value 1020626; 0.01% of shares outstanding; change -0.05)
Holder of VABK: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 86679 (value 3665654; 0.03% of shares outstanding; change 0.00)
Holder of VABK: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 106980 (value 4524184; 0.04% of shares outstanding; change 0.00)
Holder of VABK: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 26718 (value 1198836; 0.01% of shares outstanding; change 0.00)
Holder of VABK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 50500 (value 2265934; 0.02% of shares outstanding; change 0.00)
Holder of VABK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 169113 (value 7588100; 0.06% of shares outstanding; change 0.00)
Holder of VABK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 118691 (value 5150002; 0.04% of shares outstanding; change 0.01)
Holder of VABK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 40095 (value 1739722; 0.01% of shares outstanding; change 0.00)
Holder of VABK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 24046 (value 1072692; 0.01% of shares outstanding; change 0.00)
Holder of VABK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 47913 (value 2149856; 0.02% of shares outstanding; change -0.01)
Holder of VABK: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 86679 (value 3866750; 0.03% of shares outstanding; change 0.00)
Holder of VABK: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 106980 (value 4772377; 0.04% of shares outstanding; change 0.00)
Holder of VABK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 114151 (value 5092276; 0.04% of shares outstanding; change -0.04)
Holder of VABK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 39630 (value 1767894; 0.01% of shares outstanding; change -0.01)
Holder of VABK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 24046 (value 1078943; 0.01% of shares outstanding; change 0.00)
Holder of VABK: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 86679 (value 3889286; 0.03% of shares outstanding; change 0.00)
Holder of VABK: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 106980 (value 4800192; 0.04% of shares outstanding; change 0.00)
Holder of VABK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 115211 (value 5169517; 0.04% of shares outstanding; change 0.01)
Holder of VABK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 39971 (value 1793498; 0.01% of shares outstanding; change 0.01)
Holder of VAC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 441675 (value 39534330; 0.01% of shares outstanding; change -0.09)
Holder of VAC: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 1466390 (value 124467179; 0.04% of shares outstanding; change -0.06)
Holder of VAC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 297286 (value 25233634; 0.01% of shares outstanding; change 0.01)
Holder of VAC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 707950 (value 60090794; 0.02% of shares outstanding; change -0.04)
Holder of VAC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 455811 (value 38689236; 0.01% of shares outstanding; change -0.04)
Holder of VAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 987443 (value 83814159; 0.03% of shares outstanding; change 0.00)
Holder of VAC: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 432554 (value 42178341; 0.01% of shares outstanding; change -0.12)
Holder of VAC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 411920 (value 40166320; 0.01% of shares outstanding; change -0.08)
Holder of VAC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 441071 (value 41632691; 0.01% of shares outstanding; change 0.00)
Holder of VAC: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1403690 (value 132494298; 0.04% of shares outstanding; change -0.04)
Holder of VAC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 308245 (value 29095245; 0.01% of shares outstanding; change 0.04)
Holder of VAC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 717283 (value 67704341; 0.02% of shares outstanding; change 0.01)
Holder of VAC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 457375 (value 43171625; 0.01% of shares outstanding; change 0.00)
Holder of VAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1000868 (value 94471929; 0.03% of shares outstanding; change 0.01)
Holder of VAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 681900 (value 57879670; 0.02% of shares outstanding; change 0.00)
Holder of VAC: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 374366 (value 35336406; 0.01% of shares outstanding; change -0.13)
Holder of VAC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 450587 (value 42530906; 0.01% of shares outstanding; change 0.09)
Holder of VAC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1688287 (value 165401479; 0.05% of shares outstanding; change 0.02)
Holder of VAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 655114 (value 63880167; 0.02% of shares outstanding; change -0.04)
Holder of VAC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1678401 (value 158424269; 0.05% of shares outstanding; change -0.01)
Holder of VAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 664847 (value 62754907; 0.02% of shares outstanding; change 0.01)
Holder of VACH: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 65000 (value 838499; 0.00% of shares outstanding; change 0.00)
Holder of VACH: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 1808801 (value 17382576; 0.07% of shares outstanding; change 0.29)
Holder of VACH: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 57960 (value 747683; 0.00% of shares outstanding; change 0.00)
Holder of VACH: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 9782 (value 126187; 0.00% of shares outstanding; change 0.00)
Holder of VACH: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 15231 (value 146369; 0.00% of shares outstanding; change 0.00)
Holder of VACH: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 1150649 (value 14843371; 0.05% of shares outstanding; change 0.00)
Holder of VACH: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 50000 (value 644999; 0.00% of shares outstanding; change 0.00)
Holder of VACH: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 19124 (value 183781; 0.00% of shares outstanding; change 0.00)
Holder of VACH: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 6973 (value 119340; 0.00% of shares outstanding; change -0.24)
Holder of VACH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16042 (value 206941; 0.00% of shares outstanding; change 0.00)