speb/financial-data huggingface dataset:
Holder of XELLL: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 1062901 (value 24404205; 0.00% of shares outstanding; change 0.06)
Holder of XELLL: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 2446775 (value 56177951; 0.00% of shares outstanding; change -0.02)
Holder of XELLL: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-06-30: 3300381 (value 75776744; 0.00% of shares outstanding; change 0.01)
Holder of XELLL: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 608213 (value 13964569; 0.00% of shares outstanding; change -0.04)
Holder of XELLL: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 1330620 (value 30551033; 0.00% of shares outstanding; change 0.02)
Holder of XELLL: SPDR SERIES TRUST-State Street SPDR ICE Preferred Securities ETF
Shares held as of 2026-06-30: 364847 (value 8376886; 0.00% of shares outstanding; change 0.02)
Holder of XENE: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 571375 (value 31271353; 0.01% of shares outstanding; change 0.01)
Holder of XENE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 3546755 (value 187658806; 0.04% of shares outstanding; change 0.15)
Holder of XENE: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 532785 (value 28189654; 0.01% of shares outstanding; change 0.01)
Holder of XENE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 743765 (value 39352606; 0.01% of shares outstanding; change 0.01)
Holder of XENE: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 600000 (value 32837999; 0.01% of shares outstanding; change -0.13)
Holder of XENE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2994520 (value 153349366; 0.03% of shares outstanding; change 25.12)
Holder of XENE: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 1200000 (value 65675999; 0.01% of shares outstanding; change -0.07)
Holder of XENE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3501794 (value 229087357; 0.04% of shares outstanding; change -0.14)
Holder of XENE: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 598390 (value 32749884; 0.01% of shares outstanding; change 0.07)
Holder of XENE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2109700 (value 115463880; 0.02% of shares outstanding; change 0.15)
Holder of XENE: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 600000 (value 31745999; 0.01% of shares outstanding; change 0.00)
Holder of XENE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 3064225 (value 162128144; 0.03% of shares outstanding; change 0.02)
Holder of XENE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 854538 (value 55903874; 0.01% of shares outstanding; change 0.15)
Holder of XENE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 582621 (value 38115064; 0.01% of shares outstanding; change 0.22)
Holder of XENE: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 1180000 (value 62433799; 0.01% of shares outstanding; change -0.02)
Holder of XENE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2676154 (value 175073989; 0.03% of shares outstanding; change -0.25)
Holder of XENE: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 686068 (value 36299857; 0.01% of shares outstanding; change 0.15)
Holder of XENE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2031666 (value 107495447; 0.02% of shares outstanding; change -0.04)
Holder of XENE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 709986 (value 37565359; 0.01% of shares outstanding; change 0.01)
Holder of XENE: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 575000 (value 37616498; 0.01% of shares outstanding; change -0.04)
Holder of XENE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1937648 (value 126760928; 0.02% of shares outstanding; change -0.37)
Holder of XENE: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 1150000 (value 75232997; 0.01% of shares outstanding; change -0.03)
Holder of XENE: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 683206 (value 44695335; 0.01% of shares outstanding; change 0.00)
Holder of XENE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2067443 (value 135252117; 0.02% of shares outstanding; change 0.02)
Holder of XENE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 705187 (value 46133332; 0.01% of shares outstanding; change -0.01)
Holder of XERS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1797720 (value 11073954; 0.01% of shares outstanding; change 0.04)
Holder of XERS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4952056 (value 30504664; 0.03% of shares outstanding; change 0.05)
Holder of XERS: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 1223570 (value 8503811; 0.01% of shares outstanding; change -0.02)
Holder of XERS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1501684 (value 10436703; 0.01% of shares outstanding; change 0.01)
Holder of XERS: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 799922 (value 6655350; 0.00% of shares outstanding; change 0.03)
Holder of XERS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 760809 (value 6329930; 0.00% of shares outstanding; change 0.01)
Holder of XERS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 891262 (value 5561474; 0.01% of shares outstanding; change 0.03)
Holder of XERS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1854322 (value 15427958; 0.01% of shares outstanding; change 0.03)
Holder of XERS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4952056 (value 41201104; 0.03% of shares outstanding; change 0.00)
Holder of XERS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3869439 (value 23835743; 0.02% of shares outstanding; change 0.03)
Holder of XERS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 888019 (value 6171731; 0.01% of shares outstanding; change 0.00)
Holder of XERS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1571138 (value 13071867; 0.01% of shares outstanding; change 0.05)
Holder of XERS: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-04-30: 1052736 (value 6569072; 0.01% of shares outstanding; change 0.08)
Holder of XERS: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 1223570 (value 10180102; 0.01% of shares outstanding; change 0.00)
Holder of XERS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3718030 (value 25840307; 0.02% of shares outstanding; change -0.04)
Holder of XERS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1300135 (value 9035938; 0.01% of shares outstanding; change 0.00)
Holder of XERS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 862375 (value 7174959; 0.01% of shares outstanding; change -0.03)
Holder of XERS: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-05-31: 1056570 (value 8811793; 0.01% of shares outstanding; change 0.00)
Holder of XERS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3793972 (value 31565845; 0.02% of shares outstanding; change 0.02)
Holder of XERS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1286735 (value 10705634; 0.01% of shares outstanding; change -0.01)
Holder of XERS: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 753307 (value 6267514; 0.00% of shares outstanding; change -0.29)
Holder of XFLH: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 416000 (value 4160000; 0.03% of shares outstanding; change 1.00)
Holder of XFLH: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-05-31: 34000 (value 340000; 0.00% of shares outstanding; change 1.00)
Holder of XFLT: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2025-12-31: 55856 (value 1038363; 0.00% of shares outstanding; change 1.00)
Holder of XFLT: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 40000 (value 730000; 0.00% of shares outstanding; change 1.00)
Holder of XFLT: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 37283 (value 693090; 0.00% of shares outstanding; change 1.00)
Holder of XFLT: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 49475 (value 852454; 0.00% of shares outstanding; change 0.01)
Holder of XFLT: High Income Securities Fund
Shares held as of 2026-02-28: 55958 (value 983182; 0.00% of shares outstanding; change 348.74)
Holder of XFLT: -EP Private Capital Fund I
Shares held as of 2026-03-31: 12480 (value 219273; 0.00% of shares outstanding; change 1.00)
Holder of XFLT: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 6691 (value 114549; 0.00% of shares outstanding; change -0.58)
Holder of XFLT: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2026-03-31: 59545 (value 1046205; 0.00% of shares outstanding; change 0.07)
Holder of XFLT: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 49044 (value 861703; 0.00% of shares outstanding; change 1.00)
Holder of XFLT: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 61366 (value 1078200; 0.00% of shares outstanding; change 0.53)
Holder of XFLT: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 78926 (value 1386729; 0.01% of shares outstanding; change 1.12)
Holder of XFLT: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 118000 (value 2073259; 0.01% of shares outstanding; change 0.48)
Holder of XFLT: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 148000 (value 2600359; 0.01% of shares outstanding; change 0.42)
Holder of XFLT: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 47332 (value 831623; 0.00% of shares outstanding; change -0.04)
Holder of XFLT: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 29643 (value 520827; 0.00% of shares outstanding; change 1.00)
Holder of XFOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 889368 (value 3833176; 0.01% of shares outstanding; change 12.07)
Holder of XFOR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1929534 (value 8316291; 0.02% of shares outstanding; change 5.81)
Holder of XFOR: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 3386200 (value 14289763; 0.04% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 1689700 (value 7130533; 0.02% of shares outstanding; change 0.00)
Holder of XFOR: EQ Advisors Trust-EQ/Morgan Stanley Small Cap Growth Portfolio
Shares held as of 2026-03-31: 1817124 (value 6995927; 0.02% of shares outstanding; change 0.31)
Holder of XFOR: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 1341800 (value 5783157; 0.01% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 403422 (value 1496695; 0.00% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 167464 (value 621291; 0.00% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1685700 (value 7265366; 0.02% of shares outstanding; change 0.00)
Holder of XFOR: MORGAN STANLEY INSTITUTIONAL FUND INC-Inception Portfolio
Shares held as of 2026-03-31: 2333406 (value 8983612; 0.02% of shares outstanding; change -0.04)
Holder of XFOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 920083 (value 3542319; 0.01% of shares outstanding; change 0.03)
Holder of XFOR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2485887 (value 9570664; 0.03% of shares outstanding; change 0.29)
Holder of XFOR: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 1341800 (value 5662395; 0.01% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 411362 (value 1735947; 0.00% of shares outstanding; change 0.02)
Holder of XFOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 167464 (value 706698; 0.00% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 3386200 (value 13036869; 0.04% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 1689700 (value 6505344; 0.02% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 1428500 (value 6028269; 0.02% of shares outstanding; change -0.15)
Holder of XFOR: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 1341800 (value 5165929; 0.01% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 422860 (value 1628010; 0.00% of shares outstanding; change 0.03)
Holder of XFOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 167464 (value 644736; 0.00% of shares outstanding; change 0.00)
Holder of XFOR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 1428500 (value 5499724; 0.02% of shares outstanding; change 0.00)
Holder of XGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 158033 (value 787004; 0.01% of shares outstanding; change 0.03)
Holder of XGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 511952 (value 2549520; 0.02% of shares outstanding; change 0.09)
Holder of XGN: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 110112 (value 499908; 0.00% of shares outstanding; change 1.00)
Holder of XGN: Exchange Place Advisors Trust-North Square Kennedy MicroCap Fund
Shares held as of 2026-02-28: 25697 (value 107927; 0.00% of shares outstanding; change 0.09)
Holder of XGN: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 44400 (value 207791; 0.00% of shares outstanding; change 0.00)
Holder of XGN: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 37802 (value 176913; 0.00% of shares outstanding; change 0.37)
Holder of XGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 82673 (value 347226; 0.00% of shares outstanding; change 0.00)
Holder of XGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 22903 (value 96192; 0.00% of shares outstanding; change 0.11)
Holder of XGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 25808 (value 108393; 0.00% of shares outstanding; change 0.00)
Holder of XGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 158033 (value 739594; 0.01% of shares outstanding; change 0.00)
Holder of XGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 511952 (value 2395935; 0.02% of shares outstanding; change 0.00)
Holder of XGN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 39552 (value 166118; 0.00% of shares outstanding; change -0.01)
Holder of XGN: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 25070 (value 117327; 0.00% of shares outstanding; change 1.00)
Holder of XGN: Exchange Place Advisors Trust-North Square Kennedy MicroCap Fund
Shares held as of 2026-04-30: 25452 (value 119115; 0.00% of shares outstanding; change -0.03)
Holder of XGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 82372 (value 373968; 0.00% of shares outstanding; change 0.00)
Holder of XGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 22903 (value 103979; 0.00% of shares outstanding; change 0.00)
Holder of XGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 25808 (value 117168; 0.00% of shares outstanding; change 0.00)
Holder of XGN: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 110112 (value 515324; 0.00% of shares outstanding; change 0.00)
Holder of XGN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 39812 (value 180746; 0.00% of shares outstanding; change 0.01)
Holder of XGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 82372 (value 385500; 0.00% of shares outstanding; change 0.00)
Holder of XGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 25808 (value 120781; 0.00% of shares outstanding; change 0.00)
Holder of XGN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 39292 (value 183886; 0.00% of shares outstanding; change -0.01)
Holder of XGR2.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 27468705 (value 746874103; 0.02% of shares outstanding; change -0.04)
Holder of XGR2.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 16030549 (value 435870635; 0.01% of shares outstanding; change 0.02)
Holder of XGR2.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 8580282 (value 233297872; 0.01% of shares outstanding; change 0.00)
Holder of XGR2.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 24823577 (value 674953071; 0.01% of shares outstanding; change 0.01)
Holder of XGR2.DE: GMO TRUST-GMO Quality Fund
Shares held as of 2026-02-28: 7288028 (value 194881867; 0.00% of shares outstanding; change -0.01)
Holder of XGR2.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 28785598 (value 769726883; 0.02% of shares outstanding; change 0.05)
Holder of XGR2.DE: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-03-31: 12942000 (value 351892986; 0.01% of shares outstanding; change 0.10)
Holder of XGR2.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-03-31: 7562687 (value 205629463; 0.00% of shares outstanding; change 0.19)
Holder of XGR2.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 9147000 (value 244590777; 0.01% of shares outstanding; change 1.00)
Holder of XGR2.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 17572331 (value 469884126; 0.01% of shares outstanding; change -0.04)
Holder of XGR2.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 16417058 (value 438992127; 0.01% of shares outstanding; change 0.02)
Holder of XGR2.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 7723545 (value 206527591; 0.00% of shares outstanding; change -0.10)
Holder of XGR2.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 24811564 (value 663461215; 0.01% of shares outstanding; change 0.00)
Holder of XGR2.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 12067368 (value 328111742; 0.01% of shares outstanding; change 0.02)
Holder of XGR2.DE: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 12141700 (value 324669055; 0.01% of shares outstanding; change -0.02)
Holder of XGR2.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 7038687 (value 188214488; 0.00% of shares outstanding; change 0.00)
Holder of XGR2.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 12323539 (value 329531430; 0.01% of shares outstanding; change 0.02)
Holder of XHG: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-09-30: 64 (value 62; 0.00% of shares outstanding; change 0.00)
Holder of XHLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 28441 (value 36120; 0.01% of shares outstanding; change 1.36)
Holder of XHLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1652 (value 2098; 0.00% of shares outstanding; change 0.00)
Holder of XHLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 28338 (value 35705; 0.01% of shares outstanding; change 0.00)
Holder of XHLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1652 (value 2081; 0.00% of shares outstanding; change 0.00)
Holder of XHLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 24767 (value 46066; 0.01% of shares outstanding; change -0.13)
Holder of XHLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1652 (value 3072; 0.00% of shares outstanding; change 0.00)
Holder of XHR: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 1000543 (value 17379432; 0.01% of shares outstanding; change 0.00)
Holder of XHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1026779 (value 17835152; 0.01% of shares outstanding; change 0.01)
Holder of XHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2154524 (value 37424083; 0.02% of shares outstanding; change -0.05)
Holder of XHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1387178 (value 24095283; 0.02% of shares outstanding; change -0.05)
Holder of XHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3004274 (value 52184241; 0.03% of shares outstanding; change 0.00)
Holder of XHR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 3576123 (value 71593984; 0.04% of shares outstanding; change -0.02)
Holder of XHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 936890 (value 18756538; 0.01% of shares outstanding; change 0.01)
Holder of XHR: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1072566 (value 23049443; 0.01% of shares outstanding; change 0.07)
Holder of XHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1054715 (value 22665825; 0.01% of shares outstanding; change 0.03)
Holder of XHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2125699 (value 45681271; 0.02% of shares outstanding; change -0.01)
Holder of XHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1352759 (value 29070790; 0.01% of shares outstanding; change -0.02)
Holder of XHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3004274 (value 64561847; 0.03% of shares outstanding; change 0.00)
Holder of XHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2389572 (value 41506867; 0.03% of shares outstanding; change 0.01)
Holder of XHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 948698 (value 20387519; 0.01% of shares outstanding; change 0.01)
Holder of XHR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 862319 (value 17263626; 0.01% of shares outstanding; change 0.00)
Holder of XHR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 3520032 (value 75645486; 0.04% of shares outstanding; change -0.02)
Holder of XHR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5781794 (value 115751518; 0.06% of shares outstanding; change 0.02)
Holder of XHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2296048 (value 45966882; 0.02% of shares outstanding; change -0.04)
Holder of XHR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 870150 (value 17550925; 0.01% of shares outstanding; change 0.01)
Holder of XHR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5773088 (value 124063659; 0.06% of shares outstanding; change 0.00)
Holder of XHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2317884 (value 49811326; 0.03% of shares outstanding; change 0.01)
Holder of XHR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 848109 (value 18225862; 0.01% of shares outstanding; change -0.03)
Holder of XIFR: NEW ALTERNATIVES FUND
Shares held as of 2025-12-31: 500000 (value 6239999; 0.01% of shares outstanding; change 0.00)
Holder of XIFR: abrdn Global Infrastructure Income Fund
Shares held as of 2025-12-31: 397784 (value 4964344; 0.00% of shares outstanding; change 0.06)
Holder of XIFR: -Bastion Energy ETF
Shares held as of 2026-02-28: 196648 (value 2465965; 0.00% of shares outstanding; change 0.04)
Holder of XIFR: NYLI CBRE Global Infrastructure Megatrends Term Fund
Shares held as of 2026-02-28: 794852 (value 9967444; 0.01% of shares outstanding; change 0.00)
Holder of XIFR: VANGUARD WORLD FUND-Vanguard Utilities Index Fund
Shares held as of 2026-02-28: 607743 (value 7621097; 0.01% of shares outstanding; change 0.02)
Holder of XIFR: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 158000 (value 1867559; 0.00% of shares outstanding; change 0.13)
Holder of XIFR: Gabelli Eqy. Series Fd.s Inc-The Gabelli Focused Growth and Income Fd.
Shares held as of 2026-03-31: 175000 (value 2068499; 0.00% of shares outstanding; change 0.25)
Holder of XIFR: NEW ALTERNATIVES FUND
Shares held as of 2026-03-31: 500000 (value 6269999; 0.01% of shares outstanding; change 0.00)
Holder of XIFR: abrdn Global Infrastructure Income Fund
Shares held as of 2026-03-31: 397784 (value 4988211; 0.00% of shares outstanding; change 0.00)
Holder of XIFR: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 162919 (value 1906152; 0.00% of shares outstanding; change -0.06)
Holder of XIFR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1684610 (value 19709936; 0.02% of shares outstanding; change 0.00)
Holder of XIFR: Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND
Shares held as of 2026-04-30: 279091 (value 3499801; 0.00% of shares outstanding; change 0.17)
Holder of XIFR: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-04-30: 213539 (value 2498406; 0.00% of shares outstanding; change 0.08)
Holder of XIFR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1956625 (value 23127306; 0.02% of shares outstanding; change 0.16)
Holder of XIFR: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-05-31: 227777 (value 2737879; 0.00% of shares outstanding; change 0.07)
Holder of XIFR: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 160962 (value 2018463; 0.00% of shares outstanding; change 0.05)
Holder of XIFR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1952441 (value 24483610; 0.02% of shares outstanding; change 0.00)
Holder of XIFR: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-06-30: 235205 (value 2949470; 0.00% of shares outstanding; change 0.03)
Holder of XIFR: Gabelli Eqy. Series Fd.s Inc-The Gabelli Focused Growth and Income Fd.
Shares held as of 2026-06-30: 172500 (value 2163149; 0.00% of shares outstanding; change -0.01)
Holder of XLO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 26273 (value 222269; 0.00% of shares outstanding; change 0.00)
Holder of XLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 51696 (value 437348; 0.01% of shares outstanding; change 0.00)
Holder of XLO: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 3 (value 26; 0.00% of shares outstanding; change 0.00)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 21688 (value 166563; 0.00% of shares outstanding; change 1.14)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1023 (value 7856; 0.00% of shares outstanding; change 0.00)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3541 (value 27194; 0.00% of shares outstanding; change 0.00)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4514 (value 34667; 0.00% of shares outstanding; change 0.00)
Holder of XLO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 58910 (value 509571; 0.01% of shares outstanding; change 1.24)
Holder of XLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 51695 (value 447161; 0.01% of shares outstanding; change 0.00)
Holder of XLO: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 13055 (value 112925; 0.00% of shares outstanding; change 1.00)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 21609 (value 189943; 0.00% of shares outstanding; change 0.00)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2768 (value 24330; 0.00% of shares outstanding; change 1.71)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3541 (value 31125; 0.00% of shares outstanding; change 0.00)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4514 (value 39678; 0.00% of shares outstanding; change 0.00)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 19824 (value 171477; 0.00% of shares outstanding; change -0.08)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2768 (value 23943; 0.00% of shares outstanding; change 0.00)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7476 (value 64667; 0.00% of shares outstanding; change 1.11)
Holder of XLO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4514 (value 39046; 0.00% of shares outstanding; change 0.00)
Holder of XLO: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 3 (value 25; 0.00% of shares outstanding; change 0.00)
Holder of XLY.TO: Amplify ETF Trust-Amplify Seymour Cannabis ETF
Shares held as of 2024-12-31: 2041044 (value 367387; 0.00% of shares outstanding; change -0.33)
Holder of XMAX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 449470 (value 3842968; 0.01% of shares outstanding; change 4.15)
Holder of XMAX: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 4478 (value 36853; 0.00% of shares outstanding; change 1.00)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 228227 (value 1960469; 0.00% of shares outstanding; change 0.07)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 21964 (value 188670; 0.00% of shares outstanding; change 0.00)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 65973 (value 566708; 0.00% of shares outstanding; change 0.03)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 80768 (value 693797; 0.00% of shares outstanding; change 0.00)
Holder of XMAX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 490321 (value 4133406; 0.01% of shares outstanding; change 0.09)
Holder of XMAX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1027600 (value 8662668; 0.02% of shares outstanding; change 1.00)
Holder of XMAX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 16129 (value 137257; 0.00% of shares outstanding; change 1.00)
Holder of XMAX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 18352 (value 156175; 0.00% of shares outstanding; change 1.00)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 229471 (value 1888546; 0.00% of shares outstanding; change 0.01)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 24131 (value 198598; 0.00% of shares outstanding; change 0.10)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 65973 (value 542957; 0.00% of shares outstanding; change 0.00)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 80768 (value 664720; 0.00% of shares outstanding; change 0.00)
Holder of XMAX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 26000 (value 219180; 0.00% of shares outstanding; change 1.00)
Holder of XMAX: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 4879 (value 41959; 0.00% of shares outstanding; change 0.09)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 221035 (value 1863325; 0.00% of shares outstanding; change -0.04)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 24131 (value 203424; 0.00% of shares outstanding; change 0.00)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 65315 (value 550605; 0.00% of shares outstanding; change -0.01)
Holder of XMAX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 80768 (value 680874; 0.00% of shares outstanding; change 0.00)
Holder of XMAX: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 78060 (value 658045; 0.00% of shares outstanding; change 1.00)
Holder of XMAX: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 28041 (value 236385; 0.00% of shares outstanding; change 1.00)
Holder of XMAX: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 50628 (value 426794; 0.00% of shares outstanding; change 1.00)
Holder of XMTR: MUTUAL FUND SERIES TRUST-Eventide Gilead Fund
Shares held as of 2025-12-31: 2860079 (value 272536930; 0.06% of shares outstanding; change -0.05)
Holder of XMTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 959010 (value 91384063; 0.02% of shares outstanding; change -0.04)
Holder of XMTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1328085 (value 126553220; 0.03% of shares outstanding; change -0.01)
Holder of XMTR: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1606929 (value 149894335; 0.03% of shares outstanding; change 0.40)
Holder of XMTR: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 813624 (value 75894845; 0.02% of shares outstanding; change 0.23)
Holder of XMTR: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 902300 (value 74169057; 0.02% of shares outstanding; change 0.10)
Holder of XMTR: MUTUAL FUND SERIES TRUST-Eventide Gilead Fund
Shares held as of 2026-03-31: 2860079 (value 246853411; 0.06% of shares outstanding; change 0.00)
Holder of XMTR: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 1272040 (value 118655889; 0.02% of shares outstanding; change 1.79)
Holder of XMTR: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Growth Fund
Shares held as of 2026-03-31: 3579452 (value 333891278; 0.07% of shares outstanding; change 0.00)
Holder of XMTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1044049 (value 90111866; 0.02% of shares outstanding; change 0.09)
Holder of XMTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1442164 (value 124473171; 0.03% of shares outstanding; change 0.09)
Holder of XMTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1078122 (value 102734246; 0.02% of shares outstanding; change 0.02)
Holder of XMTR: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 908300 (value 78395370; 0.02% of shares outstanding; change 0.01)
Holder of XMTR: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1606929 (value 138694038; 0.03% of shares outstanding; change 0.00)
Holder of XMTR: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 813624 (value 70223885; 0.02% of shares outstanding; change 0.00)
Holder of XMTR: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1455998 (value 119683031; 0.03% of shares outstanding; change 0.07)
Holder of XMTR: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 1272040 (value 109789769; 0.02% of shares outstanding; change 0.00)
Holder of XMTR: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Growth Fund
Shares held as of 2026-04-30: 3579452 (value 308942493; 0.07% of shares outstanding; change 0.00)
Holder of XMTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1041341 (value 97136287; 0.02% of shares outstanding; change -0.03)
Holder of XMTR: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1498815 (value 129362718; 0.03% of shares outstanding; change 0.03)
Holder of XMTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1053993 (value 90970133; 0.02% of shares outstanding; change 0.01)
Holder of XNCR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 768181 (value 9125990; 0.01% of shares outstanding; change -0.04)
Holder of XNCR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 811398 (value 9639408; 0.01% of shares outstanding; change -0.04)
Holder of XNCR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2231888 (value 26514829; 0.03% of shares outstanding; change 0.00)
Holder of XNCR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 689780 (value 8718819; 0.01% of shares outstanding; change 0.01)
Holder of XNCR: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 6379727 (value 80639751; 0.09% of shares outstanding; change 0.00)
Holder of XNCR: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Growth Fund
Shares held as of 2026-03-31: 3218000 (value 40675521; 0.04% of shares outstanding; change 0.01)
Holder of XNCR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 792935 (value 15414656; 0.01% of shares outstanding; change 0.03)
Holder of XNCR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 845633 (value 16439105; 0.01% of shares outstanding; change 0.04)
Holder of XNCR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2231888 (value 43387903; 0.03% of shares outstanding; change 0.00)
Holder of XNCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1722045 (value 20457894; 0.02% of shares outstanding; change 0.00)
Holder of XNCR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 696136 (value 13532884; 0.01% of shares outstanding; change 0.01)
Holder of XNCR: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 6379727 (value 124021896; 0.09% of shares outstanding; change 0.00)
Holder of XNCR: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Growth Fund
Shares held as of 2026-04-30: 3175000 (value 61722001; 0.04% of shares outstanding; change -0.01)
Holder of XNCR: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1589619 (value 20092784; 0.02% of shares outstanding; change 0.12)
Holder of XNCR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4359335 (value 55101995; 0.06% of shares outstanding; change 0.02)
Holder of XNCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1654626 (value 20914473; 0.02% of shares outstanding; change -0.04)
Holder of XNCR: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 671171 (value 8483601; 0.01% of shares outstanding; change -0.04)
Holder of XNCR: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1554005 (value 24630979; 0.02% of shares outstanding; change -0.02)
Holder of XNCR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4352144 (value 84605681; 0.06% of shares outstanding; change 0.00)
Holder of XNCR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1670367 (value 32471935; 0.02% of shares outstanding; change 0.01)
Holder of XNCR: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 688346 (value 13381446; 0.01% of shares outstanding; change 0.03)
Holder of XNCR: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1932500 (value 37567801; 0.03% of shares outstanding; change 0.24)
Holder of XNDU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 18083 (value 236344; 0.00% of shares outstanding; change 1.00)
Holder of XNDU: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 1479 (value 15204; 0.00% of shares outstanding; change 1.00)
Holder of XNDU: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 5917 (value 60826; 0.00% of shares outstanding; change 1.00)
Holder of XNDU: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 57000 (value 585959; 0.00% of shares outstanding; change 1.00)
Holder of XNDU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 24253 (value 324262; 0.00% of shares outstanding; change 0.34)
Holder of XNDU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 24253 (value 249320; 0.00% of shares outstanding; change 0.00)
Holder of XNDU: -WisdomTree Quantum Computing Fund
Shares held as of 2026-06-30: 596274 (value 6129696; 0.01% of shares outstanding; change 1.00)
Holder of XNET: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 160287 (value 795023; 0.00% of shares outstanding; change 0.09)
Holder of XNET: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-01-31: 27744 (value 137610; 0.00% of shares outstanding; change 0.00)
Holder of XNET: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 27524 (value 136519; 0.00% of shares outstanding; change 0.00)
Holder of XNET: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-01-31: 181470 (value 900091; 0.00% of shares outstanding; change 0.00)
Holder of XNET: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 22416 (value 123736; 0.00% of shares outstanding; change -0.35)
Holder of XNET: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 31122 (value 150008; 0.00% of shares outstanding; change 0.00)
Holder of XNET: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 160287 (value 884784; 0.00% of shares outstanding; change 0.00)
Holder of XNET: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 27744 (value 153146; 0.00% of shares outstanding; change 0.00)
Holder of XNET: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Sustainability Co
Shares held as of 2026-04-30: 19606 (value 108225; 0.00% of shares outstanding; change 0.00)
Holder of XNET: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 27524 (value 151932; 0.00% of shares outstanding; change 0.00)
Holder of XNET: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-04-30: 181470 (value 1001714; 0.00% of shares outstanding; change 0.00)
Holder of XNET: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 31122 (value 154365; 0.00% of shares outstanding; change 0.00)
Holder of XNET: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 37732 (value 181868; 0.00% of shares outstanding; change 0.00)
Holder of XNET: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 21245 (value 102400; 0.00% of shares outstanding; change -0.09)
Holder of XNET: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 1059069 (value 5104712; 0.02% of shares outstanding; change 0.00)
Holder of XNET: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-04-30: 658860 (value 3267945; 0.01% of shares outstanding; change -0.04)
Holder of XNET: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 31122 (value 171793; 0.00% of shares outstanding; change 0.00)
Holder of XNET: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 35356 (value 204004; 0.00% of shares outstanding; change -0.06)
Holder of XNET: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 21245 (value 117272; 0.00% of shares outstanding; change 0.00)