speb/financial-data huggingface dataset:
Holder of IUI1.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 7695373 (value 2364403354; 0.02% of shares outstanding; change 0.01)
Holder of IUI1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4678723 (value 1400809637; 0.01% of shares outstanding; change 0.02)
Holder of IUI1.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 7517879 (value 2250852926; 0.02% of shares outstanding; change -0.02)
Holder of IUI1.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2309555 (value 691480752; 0.01% of shares outstanding; change 0.00)
Holder of IUI1.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 2510946 (value 751777217; 0.01% of shares outstanding; change 0.02)
Holder of IUI1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4280340 (value 1281533769; 0.01% of shares outstanding; change 0.00)
Holder of IV1.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2582612 (value 228561162; 0.03% of shares outstanding; change -0.11)
Holder of IV1.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1105772 (value 97860822; 0.01% of shares outstanding; change 0.02)
Holder of IV1.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2261256 (value 200121156; 0.02% of shares outstanding; change -0.01)
Holder of IV1.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1439956 (value 127436106; 0.01% of shares outstanding; change -0.02)
Holder of IV1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3102570 (value 274577445; 0.03% of shares outstanding; change -0.01)
Holder of IV1.DE: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1747884 (value 158183502; 0.02% of shares outstanding; change 0.63)
Holder of IV1.DE: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1747884 (value 154687734; 0.02% of shares outstanding; change 0.63)
Holder of IV1.DE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1095473 (value 96949360; 0.01% of shares outstanding; change 0.10)
Holder of IV1.DE: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1046832 (value 92644632; 0.01% of shares outstanding; change 0.07)
Holder of IV1.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1049759 (value 92903671; 0.01% of shares outstanding; change 1.00)
Holder of IV1.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3363206 (value 297643731; 0.03% of shares outstanding; change 0.00)
Holder of IVA: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 908000 (value 3187079; 0.00% of shares outstanding; change 1.00)
Holder of IVA: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 35424 (value 124338; 0.00% of shares outstanding; change 1.00)
Holder of IVA: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 195745 (value 873022; 0.00% of shares outstanding; change 1.00)
Holder of IVA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 31482 (value 126872; 0.00% of shares outstanding; change 5.71)
Holder of IVA: RUSSELL INVESTMENT FUNDS-U.S. Small Cap Equity Fund
Shares held as of 2026-03-31: 9220 (value 41121; 0.00% of shares outstanding; change 1.00)
Holder of IVA: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 227923 (value 1016536; 0.00% of shares outstanding; change -0.33)
Holder of IVA: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 685400 (value 2405753; 0.00% of shares outstanding; change 1.00)
Holder of IVA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 34355 (value 120586; 0.00% of shares outstanding; change 0.09)
Holder of IVA: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 969588 (value 4324362; 0.00% of shares outstanding; change 0.07)
Holder of IVA: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-04-30: 67802 (value 302396; 0.00% of shares outstanding; change 1.00)
Holder of IVA: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 35424 (value 157991; 0.00% of shares outstanding; change 0.00)
Holder of IVA: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 8580 (value 30115; 0.00% of shares outstanding; change 0.03)
Holder of IVA: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 685400 (value 3056884; 0.00% of shares outstanding; change 0.00)
Holder of IVA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 34355 (value 153223; 0.00% of shares outstanding; change 0.00)
Holder of IVA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 246365 (value 1098787; 0.00% of shares outstanding; change 1.00)
Holder of IVA: iShares Trust-iShares MSCI Europe Small-Cap ETF
Shares held as of 2026-05-31: 8921 (value 39787; 0.00% of shares outstanding; change 1.00)
Holder of IVDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 31388 (value 12429; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 254581 (value 76476; 0.02% of shares outstanding; change 6.16)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2211 (value 664; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7395 (value 2221; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 5496 (value 1650; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 31388 (value 7595; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 253655 (value 105013; 0.02% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2211 (value 915; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7395 (value 3061; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 5496 (value 2275; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 219230 (value 53053; 0.02% of shares outstanding; change -0.14)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2211 (value 535; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7395 (value 1789; 0.00% of shares outstanding; change 0.00)
Holder of IVDA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 5496 (value 1330; 0.00% of shares outstanding; change 0.00)
Holder of IVF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 14133 (value 22471; 0.01% of shares outstanding; change 7.36)
Holder of IVF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 14082 (value 19573; 0.01% of shares outstanding; change 0.00)
Holder of IVF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 14082 (value 14082; 0.01% of shares outstanding; change 0.00)
Holder of IVN.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7389133 (value 94285338; 0.01% of shares outstanding; change 0.07)
Holder of IVN.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11402078 (value 132834204; 0.01% of shares outstanding; change 0.05)
Holder of IVN.TO: Capital Group International Focus Equity ETF
Shares held as of 2026-02-28: 8997278 (value 88263300; 0.01% of shares outstanding; change 0.16)
Holder of IVN.TO: AMERICAN FUNDS INSURANCE SERIES-International Fund
Shares held as of 2026-03-31: 12285206 (value 130346031; 0.01% of shares outstanding; change 0.00)
Holder of IVN.TO: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 42894987 (value 420799840; 0.03% of shares outstanding; change 0.00)
Holder of IVN.TO: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 68638530 (value 673344008; 0.05% of shares outstanding; change 0.00)
Holder of IVN.TO: Fidelity Contrafund
Shares held as of 2026-03-31: 19169800 (value 244606652; 0.01% of shares outstanding; change -0.25)
Holder of IVN.TO: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-03-31: 4518515 (value 57656252; 0.00% of shares outstanding; change -0.26)
Holder of IVN.TO: Perpetual Americas Funds Trust-JOHCM International Select Fund
Shares held as of 2026-03-31: 4213586 (value 49088275; 0.00% of shares outstanding; change -0.23)
Holder of IVN.TO: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 9372800 (value 99445404; 0.01% of shares outstanding; change 0.00)
Holder of IVN.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7580435 (value 80428412; 0.01% of shares outstanding; change 0.03)
Holder of IVN.TO: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 4957903 (value 52603349; 0.00% of shares outstanding; change 1.07)
Holder of IVN.TO: Fidelity Contrafund
Shares held as of 2026-04-30: 17805700 (value 207436398; 0.01% of shares outstanding; change -0.07)
Holder of IVN.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 31208885 (value 367640656; 0.02% of shares outstanding; change 0.29)
Holder of IVN.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 11424746 (value 121216551; 0.01% of shares outstanding; change 0.00)
Holder of IVN.TO: Capital Group International Focus Equity ETF
Shares held as of 2026-05-31: 8377007 (value 88880041; 0.01% of shares outstanding; change -0.07)
Holder of IVN.TO: Fidelity Contrafund
Shares held as of 2026-05-31: 14523600 (value 154095391; 0.01% of shares outstanding; change -0.18)
Holder of IVN.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 32487284 (value 318700269; 0.02% of shares outstanding; change 0.28)
Holder of IVN.TO: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 42894987 (value 455115797; 0.03% of shares outstanding; change 0.00)
Holder of IVN.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 33029289 (value 350440744; 0.02% of shares outstanding; change 0.02)
Holder of IVN.TO: New World Fund Inc
Shares held as of 2026-06-30: 9647226 (value 102357064; 0.01% of shares outstanding; change 1.39)
Holder of IVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 760867 (value 5988023; 0.01% of shares outstanding; change 0.07)
Holder of IVR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2081175 (value 16378847; 0.02% of shares outstanding; change 0.05)
Holder of IVR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 715345 (value 5658378; 0.01% of shares outstanding; change 0.01)
Holder of IVR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 355062 (value 2773034; 0.00% of shares outstanding; change 0.08)
Holder of IVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 792386 (value 6006285; 0.01% of shares outstanding; change 0.04)
Holder of IVR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2496775 (value 18925554; 0.03% of shares outstanding; change 0.20)
Holder of IVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1985338 (value 15624609; 0.02% of shares outstanding; change 0.06)
Holder of IVR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 692213 (value 5447716; 0.01% of shares outstanding; change 0.09)
Holder of IVR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 432945 (value 3437583; 0.00% of shares outstanding; change 0.28)
Holder of IVR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 775313 (value 5876872; 0.01% of shares outstanding; change 0.08)
Holder of IVR: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 1416540 (value 11247327; 0.02% of shares outstanding; change -0.01)
Holder of IVR: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 1983490 (value 15748910; 0.02% of shares outstanding; change 0.00)
Holder of IVR: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-04-30: 914989 (value 7146064; 0.01% of shares outstanding; change -0.01)
Holder of IVR: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 908042 (value 7182612; 0.01% of shares outstanding; change 0.00)
Holder of IVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1907704 (value 15089938; 0.02% of shares outstanding; change -0.04)
Holder of IVR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 684308 (value 5412876; 0.01% of shares outstanding; change -0.01)
Holder of IVR: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 1441326 (value 11674741; 0.02% of shares outstanding; change 0.02)
Holder of IVR: GLOBAL X FUNDS-Global X SuperDividend REIT ETF
Shares held as of 2026-05-31: 842291 (value 6822557; 0.01% of shares outstanding; change 1.00)
Holder of IVR: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 2000433 (value 16203508; 0.02% of shares outstanding; change 0.01)
Holder of IVR: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-05-31: 923859 (value 7335440; 0.01% of shares outstanding; change 0.01)
Holder of IVR: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 924706 (value 7009271; 0.01% of shares outstanding; change 0.02)
Holder of IVR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1925830 (value 14597791; 0.02% of shares outstanding; change 0.01)
Holder of IVR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 690105 (value 5230995; 0.01% of shares outstanding; change 0.01)
Holder of IVR: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 1387476 (value 10517067; 0.01% of shares outstanding; change -0.04)
Holder of IVR: GLOBAL X FUNDS-Global X SuperDividend REIT ETF
Shares held as of 2026-06-30: 871169 (value 6603460; 0.01% of shares outstanding; change 0.03)
Holder of IVR: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 2255835 (value 17099229; 0.02% of shares outstanding; change 0.13)
Holder of IVR: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-06-30: 1073203 (value 8134878; 0.01% of shares outstanding; change 0.16)
Holder of IVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 830315 (value 27508336; 0.01% of shares outstanding; change 0.01)
Holder of IVT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1758723 (value 58266494; 0.02% of shares outstanding; change -0.04)
Holder of IVT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 567864 (value 18813334; 0.01% of shares outstanding; change -0.04)
Holder of IVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2407858 (value 79772338; 0.03% of shares outstanding; change 0.01)
Holder of IVT: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 2877491 (value 99158337; 0.04% of shares outstanding; change 0.35)
Holder of IVT: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 587100 (value 20231465; 0.01% of shares outstanding; change 1.00)
Holder of IVT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2895961 (value 99794813; 0.04% of shares outstanding; change 0.01)
Holder of IVT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 768131 (value 26469793; 0.01% of shares outstanding; change 0.01)
Holder of IVT: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 537108 (value 18992139; 0.01% of shares outstanding; change 0.07)
Holder of IVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 866972 (value 31601130; 0.01% of shares outstanding; change 0.04)
Holder of IVT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1793509 (value 65373404; 0.03% of shares outstanding; change 0.02)
Holder of IVT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 570578 (value 20797568; 0.01% of shares outstanding; change 0.00)
Holder of IVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2449549 (value 89286062; 0.03% of shares outstanding; change 0.02)
Holder of IVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1973158 (value 65370726; 0.03% of shares outstanding; change 0.02)
Holder of IVT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 686575 (value 22746230; 0.01% of shares outstanding; change -0.01)
Holder of IVT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 776549 (value 28305211; 0.01% of shares outstanding; change 0.01)
Holder of IVT: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 2949629 (value 107513979; 0.04% of shares outstanding; change 0.03)
Holder of IVT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 2881772 (value 105040591; 0.04% of shares outstanding; change 0.00)
Holder of IVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1895978 (value 65335400; 0.03% of shares outstanding; change -0.04)
Holder of IVT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 678719 (value 23388656; 0.01% of shares outstanding; change -0.01)
Holder of IVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1913998 (value 69765228; 0.03% of shares outstanding; change 0.01)
Holder of IVT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 684461 (value 24948603; 0.01% of shares outstanding; change 0.01)
Holder of IVT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 717263 (value 26144236; 0.01% of shares outstanding; change 1.00)
Holder of IVVD: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 5809256 (value 5983533; 0.02% of shares outstanding; change 1.00)
Holder of IVVD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1900134 (value 2166152; 0.01% of shares outstanding; change 2.18)
Holder of IVVD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7392820 (value 8427814; 0.03% of shares outstanding; change 0.61)
Holder of IVVD: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 428847 (value 392137; 0.00% of shares outstanding; change 1.00)
Holder of IVVD: Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund
Shares held as of 2026-03-31: 562019 (value 343618; 0.00% of shares outstanding; change -0.33)
Holder of IVVD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1136279 (value 1170367; 0.00% of shares outstanding; change 0.23)
Holder of IVVD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 366300 (value 377288; 0.00% of shares outstanding; change 0.08)
Holder of IVVD: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 9071995 (value 5546617; 0.03% of shares outstanding; change 0.56)
Holder of IVVD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2371004 (value 1449631; 0.01% of shares outstanding; change 0.25)
Holder of IVVD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7392820 (value 4519970; 0.03% of shares outstanding; change 0.00)
Holder of IVVD: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 571661 (value 651693; 0.00% of shares outstanding; change -0.22)
Holder of IVVD: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 428847 (value 262197; 0.00% of shares outstanding; change 0.00)
Holder of IVVD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1132144 (value 1035232; 0.00% of shares outstanding; change 0.00)
Holder of IVVD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 390357 (value 356942; 0.00% of shares outstanding; change 0.07)
Holder of IVVD: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 363923 (value 332771; 0.00% of shares outstanding; change 0.00)
Holder of IVVD: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 6160289 (value 5632968; 0.02% of shares outstanding; change 0.09)
Holder of IVVD: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 577628 (value 528183; 0.00% of shares outstanding; change 0.01)
Holder of IVVD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1103785 (value 674854; 0.00% of shares outstanding; change -0.03)
Holder of IVVD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 323967 (value 198073; 0.00% of shares outstanding; change 0.00)
Holder of IVVD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 390357 (value 238664; 0.00% of shares outstanding; change 0.00)
Holder of IVVD: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 333907 (value 247925; 0.00% of shares outstanding; change -0.08)
Holder of IVVD: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 6297631 (value 4933564; 0.02% of shares outstanding; change 0.02)
Holder of IVVD: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 579107 (value 354066; 0.00% of shares outstanding; change 0.00)
Holder of IVVD: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 330977 (value 202359; 0.00% of shares outstanding; change -0.01)
Holder of IVZ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11222111 (value 319381268; 0.03% of shares outstanding; change 0.02)
Holder of IVZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 10100343 (value 287455752; 0.02% of shares outstanding; change -0.04)
Holder of IVZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 6512317 (value 185340535; 0.01% of shares outstanding; change -0.04)
Holder of IVZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 14020304 (value 399017839; 0.03% of shares outstanding; change 0.00)
Holder of IVZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 4994061 (value 143729079; 0.01% of shares outstanding; change -0.10)
Holder of IVZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5670238 (value 161374968; 0.01% of shares outstanding; change 0.00)
Holder of IVZ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11282787 (value 337693818; 0.03% of shares outstanding; change 0.01)
Holder of IVZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 9719398 (value 290901585; 0.02% of shares outstanding; change -0.04)
Holder of IVZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 6188789 (value 185230456; 0.01% of shares outstanding; change -0.05)
Holder of IVZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13355148 (value 399719583; 0.03% of shares outstanding; change -0.05)
Holder of IVZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 5254765 (value 157275118; 0.01% of shares outstanding; change 0.05)
Holder of IVZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5689775 (value 163751728; 0.01% of shares outstanding; change 0.00)
Holder of IVZ: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 7043495 (value 203697875; 0.02% of shares outstanding; change -0.03)
Holder of IVZ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5291110 (value 153018901; 0.01% of shares outstanding; change 0.03)
Holder of IVZ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5736921 (value 165108590; 0.01% of shares outstanding; change 0.00)
Holder of IVZ: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 9305648 (value 267816555; 0.02% of shares outstanding; change 0.00)
Holder of IVZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5681894 (value 170059089; 0.01% of shares outstanding; change 0.00)
Holder of IVZ: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 7020000 (value 208002594; 0.02% of shares outstanding; change 0.00)
Holder of IVZ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5342968 (value 154839210; 0.01% of shares outstanding; change 0.01)
Holder of IVZ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5843629 (value 174899817; 0.01% of shares outstanding; change 0.02)
Holder of IVZ: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 9204432 (value 275488652; 0.02% of shares outstanding; change -0.01)
Holder of IVZ: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 6628299 (value 198384991; 0.02% of shares outstanding; change -0.06)
Holder of IVZ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5369519 (value 160709705; 0.01% of shares outstanding; change 0.01)
Holder of IWG.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7018167 (value 1302571838; 0.01% of shares outstanding; change -0.01)
Holder of IWG.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2038081 (value 366446970; 0.00% of shares outstanding; change -0.10)
Holder of IWG.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 3913857 (value 703711500; 0.00% of shares outstanding; change -0.01)
Holder of IWG.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 2726758 (value 490271096; 0.00% of shares outstanding; change -0.01)
Holder of IWG.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 2593229 (value 466262582; 0.00% of shares outstanding; change -0.06)
Holder of IWG.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11083008 (value 1992724872; 0.01% of shares outstanding; change 0.00)
Holder of IWG.L: SmallCap World Fund Inc
Shares held as of 2026-03-31: 33845514 (value 6758949042; 0.04% of shares outstanding; change 0.16)
Holder of IWG.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7177406 (value 1433327956; 0.01% of shares outstanding; change 0.02)
Holder of IWG.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 3877375 (value 774311775; 0.00% of shares outstanding; change -0.01)
Holder of IWG.L: NEUBERGER BERMAN EQUITY FUNDS-Neuberger International Equity Fund
Shares held as of 2026-04-30: 2514500 (value 459399142; 0.00% of shares outstanding; change -0.01)
Holder of IWG.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 1796561 (value 358773226; 0.00% of shares outstanding; change -0.03)
Holder of IWG.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 2802812 (value 559721547; 0.00% of shares outstanding; change 0.03)
Holder of IWG.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 2620656 (value 523344995; 0.00% of shares outstanding; change 0.01)
Holder of IWG.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 11083008 (value 2213276663; 0.01% of shares outstanding; change 0.00)
Holder of IWG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5283103 (value 949901935; 0.01% of shares outstanding; change 0.00)
Holder of IWG.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 2958015 (value 531851106; 0.00% of shares outstanding; change 0.00)
Holder of IWG.L: NEUBERGER BERMAN EQUITY FUNDS-Neuberger International Equity Fund
Shares held as of 2026-05-31: 2471681 (value 479506114; 0.00% of shares outstanding; change -0.02)
Holder of IWG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5319438 (value 1062291752; 0.01% of shares outstanding; change 0.01)
Holder of IWG.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2958015 (value 590715586; 0.00% of shares outstanding; change 0.00)
Holder of IWG.L: NEUBERGER BERMAN EQUITY FUNDS-Neuberger International Equity Fund
Shares held as of 2026-06-30: 2422413 (value 483755868; 0.00% of shares outstanding; change -0.02)
Holder of IX: -AAM Todd International Intrinsic Value ETF
Shares held as of 2026-01-31: 14461 (value 583645; 0.00% of shares outstanding; change 0.05)
Holder of IX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 25055 (value 1011219; 0.00% of shares outstanding; change 0.00)
Holder of IX: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-01-31: 78460 (value 3166645; 0.00% of shares outstanding; change 0.00)
Holder of IX: RBB Fund, Inc.-SGI Enhanced Global Income ETF
Shares held as of 2026-02-28: 21326 (value 859651; 0.00% of shares outstanding; change 0.07)
Holder of IX: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 63022 (value 2540416; 0.00% of shares outstanding; change 0.07)
Holder of IX: American Century ETF Trust-Avantis International Equity Fund
Shares held as of 2026-03-31: 46360 (value 1868771; 0.00% of shares outstanding; change 0.24)
Holder of IX: TIMOTHY PLAN-Timothy Plan International Fund
Shares held as of 2026-03-31: 149000 (value 6006190; 0.00% of shares outstanding; change 0.00)
Holder of IX: -iShares Dynamic Equity Active ETF
Shares held as of 2026-04-30: 58094 (value 2341769; 0.00% of shares outstanding; change 14.36)
Holder of IX: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-04-30: 40959 (value 1583884; 0.00% of shares outstanding; change 0.00)
Holder of IX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 781953 (value 30238121; 0.00% of shares outstanding; change 0.09)
Holder of IX: American Century ETF Trust-Avantis International Large Cap Value ETF
Shares held as of 2026-04-30: 114495 (value 4337070; 0.00% of shares outstanding; change 0.03)
Holder of IX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 25055 (value 1009967; 0.00% of shares outstanding; change 0.00)
Holder of IX: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-04-30: 102012 (value 4112103; 0.00% of shares outstanding; change 0.30)
Holder of IX: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-05-31: 41318 (value 1667594; 0.00% of shares outstanding; change 0.01)
Holder of IX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 823116 (value 31607655; 0.00% of shares outstanding; change 0.05)
Holder of IX: American Century ETF Trust-Avantis International Large Cap Value ETF
Shares held as of 2026-05-31: 172386 (value 6957499; 0.00% of shares outstanding; change 0.51)
Holder of IX: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-06-30: 41677 (value 1679999; 0.00% of shares outstanding; change 0.01)
Holder of IX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 846568 (value 34125157; 0.00% of shares outstanding; change 0.03)
Holder of IX: American Century ETF Trust-Avantis International Large Cap Value ETF
Shares held as of 2026-06-30: 199634 (value 8047246; 0.00% of shares outstanding; change 0.16)
Holder of IX1.DE: AMCAP FUND
Shares held as of 2026-03-31: 732861 (value 350380848; 0.01% of shares outstanding; change 0.00)
Holder of IX1.DE: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 620000 (value 296422003; 0.01% of shares outstanding; change 0.00)
Holder of IX1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1019758 (value 496520163; 0.01% of shares outstanding; change 0.00)
Holder of IX1.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2030133 (value 970606599; 0.03% of shares outstanding; change 0.01)
Holder of IX1.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 927080 (value 443236953; 0.01% of shares outstanding; change 0.00)
Holder of IX1.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1719572 (value 822127383; 0.02% of shares outstanding; change -0.01)
Holder of IX1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2527800 (value 1208541195; 0.03% of shares outstanding; change 0.01)
Holder of IX1.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 1704217 (value 829783246; 0.02% of shares outstanding; change 0.02)
Holder of IX1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 953509 (value 464263526; 0.01% of shares outstanding; change 0.03)
Holder of IX1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1032328 (value 502640496; 0.01% of shares outstanding; change 0.00)
Holder of IX1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1021854 (value 488548403; 0.01% of shares outstanding; change 0.00)
Holder of IX1.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 1729501 (value 852643993; 0.02% of shares outstanding; change 0.01)
Holder of IX1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1051692 (value 502813951; 0.01% of shares outstanding; change 0.02)
Holder of IX1.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 1674463 (value 800560770; 0.02% of shares outstanding; change -0.03)
Holder of IX1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 953545 (value 455889870; 0.01% of shares outstanding; change -0.01)
Holder of IXD1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 10449646 (value 550069359; 0.00% of shares outstanding; change 0.02)
Holder of IXD1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 16186405 (value 852052349; 0.01% of shares outstanding; change 0.01)
Holder of IXD1.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 10083179 (value 541870056; 0.00% of shares outstanding; change -0.08)
Holder of IXD1.DE: Capital Income Builder
Shares held as of 2026-03-31: 10329701 (value 543755454; 0.00% of shares outstanding; change -0.10)
Holder of IXD1.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 12264953 (value 659118594; 0.00% of shares outstanding; change -0.19)
Holder of IXD1.DE: Income Fund of America
Shares held as of 2026-03-31: 16877723 (value 888443328; 0.01% of shares outstanding; change -0.12)
Holder of IXD1.DE: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 4039019 (value 212613957; 0.00% of shares outstanding; change 0.05)
Holder of IXD1.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 7385786 (value 388787770; 0.00% of shares outstanding; change 0.00)
Holder of IXD1.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 7680885 (value 417379292; 0.00% of shares outstanding; change -0.03)
Holder of IXD1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 10697982 (value 581328343; 0.00% of shares outstanding; change 0.02)
Holder of IXD1.DE: Capital Income Builder
Shares held as of 2026-04-30: 9915064 (value 532835556; 0.00% of shares outstanding; change -0.04)
Holder of IXD1.DE: Income Fund of America
Shares held as of 2026-04-30: 16877723 (value 917135470; 0.01% of shares outstanding; change 0.00)
Holder of IXD1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 16185424 (value 879515942; 0.01% of shares outstanding; change 0.00)
Holder of IXD1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7952337 (value 418611014; 0.00% of shares outstanding; change 0.00)
Holder of IXD1.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 4101417 (value 222871000; 0.00% of shares outstanding; change 0.01)
Holder of IXD1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 8007407 (value 435122497; 0.00% of shares outstanding; change 0.01)
Holder of IXD1.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3894919 (value 211649899; 0.00% of shares outstanding; change 0.02)
Holder of IXD1.DE: Capital Income Builder
Shares held as of 2026-06-30: 9855789 (value 535563575; 0.00% of shares outstanding; change -0.01)
Holder of IXD1.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 10083179 (value 547919948; 0.00% of shares outstanding; change 0.00)
Holder of IXD1.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 5990787 (value 325539366; 0.00% of shares outstanding; change -0.19)
Holder of IXHL: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 1191 (value 3870; 0.00% of shares outstanding; change 1.00)
Holder of IXHL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6186 (value 18063; 0.00% of shares outstanding; change 0.00)
Holder of IXHL: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-04-30: 33962 (value 99169; 0.00% of shares outstanding; change 0.39)
Holder of IXHL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9564 (value 31083; 0.00% of shares outstanding; change 0.55)
Holder of IXHL: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 1351 (value 3985; 0.00% of shares outstanding; change 0.13)
Holder of IXHL: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-05-31: 35198 (value 114393; 0.00% of shares outstanding; change 0.04)
Holder of IXHL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9564 (value 28213; 0.00% of shares outstanding; change 0.00)
Holder of IXHL: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-06-30: 60868 (value 179560; 0.01% of shares outstanding; change 0.73)
Holder of IZEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 134966 (value 498024; 0.01% of shares outstanding; change 0.00)
Holder of IZEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 406823 (value 1501176; 0.02% of shares outstanding; change 0.00)
Holder of IZEA: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 9980 (value 36826; 0.00% of shares outstanding; change 1.00)
Holder of IZEA: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 29181 (value 100090; 0.00% of shares outstanding; change 0.92)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 61101 (value 226684; 0.00% of shares outstanding; change -0.13)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6680 (value 24782; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 18021 (value 66857; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 22962 (value 85189; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 134966 (value 458884; 0.01% of shares outstanding; change 0.00)
Holder of IZEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 406823 (value 1383198; 0.02% of shares outstanding; change 0.00)
Holder of IZEA: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 9980 (value 33932; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 32303 (value 119844; 0.00% of shares outstanding; change -0.10)
Holder of IZEA: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 37345 (value 126973; 0.00% of shares outstanding; change 0.28)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 60879 (value 208814; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 10066 (value 34526; 0.00% of shares outstanding; change 0.51)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 18021 (value 61812; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 22962 (value 78759; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: Jacob Funds Inc.-Jacob Discovery Fund
Shares held as of 2026-04-30: 88650 (value 301410; 0.01% of shares outstanding; change -0.10)
Holder of IZEA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 35911 (value 123174; 0.00% of shares outstanding; change 0.11)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 60879 (value 206988; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 10066 (value 34224; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 18021 (value 61271; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 22962 (value 78070; 0.00% of shares outstanding; change 0.00)
Holder of IZEA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 35441 (value 120499; 0.00% of shares outstanding; change -0.01)
Holder of IZM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6798 (value 2624; 0.00% of shares outstanding; change 0.00)
Holder of IZM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6798 (value 2651; 0.00% of shares outstanding; change 0.00)
Holder of IZM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6798 (value 1760; 0.00% of shares outstanding; change 0.00)
Holder of J: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3014570 (value 361326362; 0.03% of shares outstanding; change 0.02)
Holder of J: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1347488 (value 161509912; 0.01% of shares outstanding; change 1.00)
Holder of J: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3720993 (value 445998223; 0.03% of shares outstanding; change -0.01)
Holder of J: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 1350000 (value 165442504; 0.01% of shares outstanding; change 0.00)
Holder of J: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1241816 (value 148844066; 0.01% of shares outstanding; change -0.10)
Holder of J: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1499892 (value 179777056; 0.01% of shares outstanding; change -0.01)
Holder of J: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 2070501 (value 278606609; 0.02% of shares outstanding; change 0.00)
Holder of J: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2983215 (value 401421403; 0.03% of shares outstanding; change -0.01)
Holder of J: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2708159 (value 364409868; 0.02% of shares outstanding; change 1.01)
Holder of J: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1724478 (value 232045755; 0.01% of shares outstanding; change 0.99)
Holder of J: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3728168 (value 501662276; 0.03% of shares outstanding; change 0.00)
Holder of J: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 1350000 (value 177862500; 0.01% of shares outstanding; change 0.00)
Holder of J: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1505067 (value 178651448; 0.01% of shares outstanding; change 0.00)
Holder of J: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1269928 (value 161280856; 0.01% of shares outstanding; change -0.03)
Holder of J: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1421890 (value 180580030; 0.01% of shares outstanding; change 0.03)
Holder of J: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1519153 (value 180323456; 0.01% of shares outstanding; change 0.01)
Holder of J: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 1350000 (value 181655996; 0.01% of shares outstanding; change 0.00)