speb/financial-data huggingface dataset:
Holder of VX1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3285366 (value 1226098631; 0.01% of shares outstanding; change 0.01)
Holder of VX1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3250444 (value 1367786795; 0.01% of shares outstanding; change 0.00)
Holder of VX1.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 5504662 (value 2347463177; 0.02% of shares outstanding; change 0.01)
Holder of VX1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3346342 (value 1408140672; 0.01% of shares outstanding; change 0.02)
Holder of VX1.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 5387574 (value 2267091073; 0.02% of shares outstanding; change -0.02)
Holder of VX1.DE: Investment Co of America
Shares held as of 2026-06-30: 6269142 (value 2638054877; 0.02% of shares outstanding; change 0.00)
Holder of VX1.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3366011 (value 1416417387; 0.01% of shares outstanding; change 0.00)
Holder of VYGR: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 273538 (value 921823; 0.00% of shares outstanding; change -0.18)
Holder of VYGR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 485693 (value 1879631; 0.01% of shares outstanding; change -0.01)
Holder of VYGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1671885 (value 6470194; 0.03% of shares outstanding; change 0.00)
Holder of VYGR: Vanguard Explorer Fund
Shares held as of 2026-01-31: 457063 (value 1691133; 0.01% of shares outstanding; change 0.00)
Holder of VYGR: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 228199 (value 844336; 0.00% of shares outstanding; change -0.01)
Holder of VYGR: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 371161 (value 1150599; 0.01% of shares outstanding; change -0.02)
Holder of VYGR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 455701 (value 1686093; 0.01% of shares outstanding; change 0.01)
Holder of VYGR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 232075 (value 719432; 0.00% of shares outstanding; change 0.02)
Holder of VYGR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 543564 (value 1685048; 0.01% of shares outstanding; change 0.12)
Holder of VYGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1671885 (value 5182843; 0.03% of shares outstanding; change 0.00)
Holder of VYGR: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 329043 (value 1273396; 0.01% of shares outstanding; change -0.04)
Holder of VYGR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1172795 (value 4538716; 0.02% of shares outstanding; change 0.02)
Holder of VYGR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 394497 (value 1526703; 0.01% of shares outstanding; change 0.00)
Holder of VYGR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 243720 (value 755531; 0.00% of shares outstanding; change 1.53)
Holder of VYGR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 457664 (value 1418758; 0.01% of shares outstanding; change 0.00)
Holder of VYGR: Vanguard Explorer Fund
Shares held as of 2026-04-30: 457063 (value 1416895; 0.01% of shares outstanding; change 0.00)
Holder of VYGR: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 345493 (value 1278324; 0.01% of shares outstanding; change 0.05)
Holder of VYGR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1126941 (value 4169681; 0.02% of shares outstanding; change -0.04)
Holder of VYGR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 389997 (value 1442988; 0.01% of shares outstanding; change -0.01)
Holder of VYGR: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 342581 (value 1062001; 0.01% of shares outstanding; change -0.01)
Holder of VYGR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1137647 (value 3526705; 0.02% of shares outstanding; change 0.01)
Holder of VYGR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 393297 (value 1219220; 0.01% of shares outstanding; change 0.01)
Holder of VYNE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 130098 (value 88713; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 3700 (value 1883; 0.00% of shares outstanding; change -0.03)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 205100 (value 135078; 0.01% of shares outstanding; change 0.20)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2907 (value 1914; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 34730 (value 22873; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 21393 (value 14089; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 264557 (value 134659; 0.01% of shares outstanding; change 1.03)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 204354 (value 132830; 0.01% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2907 (value 1889; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 34730 (value 22574; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 21393 (value 13905; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 204354 (value 104016; 0.01% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2907 (value 1479; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 34730 (value 17677; 0.00% of shares outstanding; change 0.00)
Holder of VYNE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 21393 (value 10889; 0.00% of shares outstanding; change 0.00)
Holder of VYX: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 5508324 (value 39604849; 0.04% of shares outstanding; change -0.10)
Holder of VYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1502776 (value 10804959; 0.01% of shares outstanding; change 0.01)
Holder of VYX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3147502 (value 22630539; 0.02% of shares outstanding; change 0.01)
Holder of VYX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2026472 (value 14570333; 0.01% of shares outstanding; change 0.02)
Holder of VYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4354029 (value 31305468; 0.03% of shares outstanding; change 0.04)
Holder of VYX: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3279207 (value 25151517; 0.02% of shares outstanding; change 0.03)
Holder of VYX: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 3636184 (value 27889531; 0.03% of shares outstanding; change 0.00)
Holder of VYX: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 5272624 (value 40441026; 0.04% of shares outstanding; change -0.04)
Holder of VYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1548640 (value 11878068; 0.01% of shares outstanding; change 0.03)
Holder of VYX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3213689 (value 24648994; 0.02% of shares outstanding; change 0.02)
Holder of VYX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2041644 (value 15659409; 0.01% of shares outstanding; change 0.01)
Holder of VYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4385381 (value 33635872; 0.03% of shares outstanding; change 0.01)
Holder of VYX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3504623 (value 25198239; 0.03% of shares outstanding; change 0.01)
Holder of VYX: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 1564323 (value 10840758; 0.01% of shares outstanding; change 0.00)
Holder of VYX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8454890 (value 63327124; 0.06% of shares outstanding; change 0.02)
Holder of VYX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3367515 (value 23572605; 0.02% of shares outstanding; change -0.04)
Holder of VYX: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 1563876 (value 12604841; 0.01% of shares outstanding; change 0.00)
Holder of VYX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8393129 (value 64375300; 0.06% of shares outstanding; change -0.01)
Holder of VYX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3435621 (value 26351213; 0.02% of shares outstanding; change 0.02)
Holder of VYX: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 2412930 (value 18507173; 0.02% of shares outstanding; change 0.54)
Holder of VZ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 106323558 (value 5083329453; 0.03% of shares outstanding; change 0.02)
Holder of VZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 119218725 (value 5699847405; 0.03% of shares outstanding; change 0.00)
Holder of VZ: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-01-31: 16994163 (value 794137229; 0.00% of shares outstanding; change 0.03)
Holder of VZ: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 73907943 (value 3427850475; 0.02% of shares outstanding; change 0.14)
Holder of VZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 53854326 (value 2574775400; 0.01% of shares outstanding; change 0.00)
Holder of VZ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 107163360 (value 4970236751; 0.03% of shares outstanding; change 0.01)
Holder of VZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 120541145 (value 5590698433; 0.03% of shares outstanding; change 0.01)
Holder of VZ: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 35111408 (value 1628467140; 0.01% of shares outstanding; change 0.01)
Holder of VZ: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 23777349 (value 1102793472; 0.01% of shares outstanding; change -0.02)
Holder of VZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 54040257 (value 2525301184; 0.01% of shares outstanding; change 0.00)
Holder of VZ: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 21204161 (value 963517046; 0.01% of shares outstanding; change -0.06)
Holder of VZ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 50361748 (value 2288437759; 0.01% of shares outstanding; change 0.03)
Holder of VZ: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-04-30: 16643276 (value 771915158; 0.00% of shares outstanding; change -0.02)
Holder of VZ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 54545172 (value 2548895862; 0.01% of shares outstanding; change 0.01)
Holder of VZ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 53965042 (value 2502898705; 0.01% of shares outstanding; change 0.00)
Holder of VZ: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-05-31: 20927312 (value 881458359; 0.01% of shares outstanding; change -0.01)
Holder of VZ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 50854401 (value 2141987315; 0.01% of shares outstanding; change 0.01)
Holder of VZ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 55559516 (value 2576850411; 0.01% of shares outstanding; change 0.02)
Holder of VZ: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 23311610 (value 1081192496; 0.01% of shares outstanding; change 0.11)
Holder of VZ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 50466809 (value 2340650655; 0.01% of shares outstanding; change -0.01)
Holder of VZLA: -Sprott Active Gold & Silver Miners ETF
Shares held as of 2025-12-31: 619664 (value 2404296; 0.00% of shares outstanding; change 0.22)
Holder of VZLA: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 5383818 (value 20889214; 0.02% of shares outstanding; change 0.69)
Holder of VZLA: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2025-12-31: 7563950 (value 26019988; 0.02% of shares outstanding; change 1.00)
Holder of VZLA: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 1735237 (value 6160091; 0.00% of shares outstanding; change -0.01)
Holder of VZLA: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 8440100 (value 29962354; 0.02% of shares outstanding; change -0.05)
Holder of VZLA: -Sprott Active Gold & Silver Miners ETF
Shares held as of 2026-03-31: 672674 (value 2387992; 0.00% of shares outstanding; change 0.09)
Holder of VZLA: -Sprott Active Metals & Miners ETF
Shares held as of 2026-03-31: 688297 (value 2443454; 0.00% of shares outstanding; change 1.11)
Holder of VZLA: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 6120663 (value 20198187; 0.02% of shares outstanding; change 0.14)
Holder of VZLA: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 20049924 (value 66164748; 0.06% of shares outstanding; change 0.46)
Holder of VZLA: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 862500 (value 2846249; 0.00% of shares outstanding; change 0.00)
Holder of VZLA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3205326 (value 10577575; 0.01% of shares outstanding; change 1.00)
Holder of VZLA: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 1735237 (value 5726282; 0.00% of shares outstanding; change 0.00)
Holder of VZLA: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 8040100 (value 26532329; 0.02% of shares outstanding; change -0.05)
Holder of VZLA: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 10347779 (value 35596360; 0.03% of shares outstanding; change 0.04)
Holder of VZLA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 1260539 (value 4159778; 0.00% of shares outstanding; change 32.35)
Holder of VZLA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4811577 (value 15878203; 0.01% of shares outstanding; change 12.06)
Holder of VZLA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 8385064 (value 28844620; 0.02% of shares outstanding; change -0.02)
Holder of VZLA: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 478505 (value 1856599; 0.00% of shares outstanding; change 0.01)
Holder of VZLA: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 10150139 (value 31160926; 0.03% of shares outstanding; change -0.02)
Holder of VZLA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 8205728 (value 25683929; 0.02% of shares outstanding; change -0.02)
Holder of VZLA: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 9935609 (value 32787509; 0.03% of shares outstanding; change -0.02)
Holder of VZLA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 8250354 (value 27226167; 0.02% of shares outstanding; change 0.01)
Holder of VZLA.TO: -Sprott Active Gold & Silver Miners ETF
Shares held as of 2025-12-31: 619664 (value 3476315; 0.00% of shares outstanding; change 0.22)
Holder of VZLA.TO: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 5383818 (value 30203219; 0.02% of shares outstanding; change 0.69)
Holder of VZLA.TO: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2025-12-31: 7563950 (value 42433760; 0.02% of shares outstanding; change 1.00)
Holder of VZLA.TO: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 1735237 (value 8277080; 0.00% of shares outstanding; change -0.01)
Holder of VZLA.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 8440100 (value 40259276; 0.02% of shares outstanding; change -0.05)
Holder of VZLA.TO: -Sprott Active Gold & Silver Miners ETF
Shares held as of 2026-03-31: 672674 (value 3208654; 0.00% of shares outstanding; change 0.09)
Holder of VZLA.TO: -Sprott Active Metals & Miners ETF
Shares held as of 2026-03-31: 688297 (value 3283176; 0.00% of shares outstanding; change 1.11)
Holder of VZLA.TO: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 6120663 (value 28583496; 0.02% of shares outstanding; change 0.14)
Holder of VZLA.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 20049924 (value 93633146; 0.06% of shares outstanding; change 0.46)
Holder of VZLA.TO: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 862500 (value 4027875; 0.00% of shares outstanding; change 0.00)
Holder of VZLA.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3205326 (value 14968872; 0.01% of shares outstanding; change 1.00)
Holder of VZLA.TO: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 1735237 (value 8103556; 0.00% of shares outstanding; change 0.00)
Holder of VZLA.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 8040100 (value 37547267; 0.02% of shares outstanding; change -0.05)
Holder of VZLA.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 10347779 (value 58051041; 0.03% of shares outstanding; change 0.04)
Holder of VZLA.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 1260539 (value 5886717; 0.00% of shares outstanding; change 32.35)
Holder of VZLA.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4811577 (value 22470064; 0.01% of shares outstanding; change 12.06)
Holder of VZLA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 8385064 (value 47040210; 0.02% of shares outstanding; change -0.02)
Holder of VZLA.TO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 478505 (value 2684413; 0.00% of shares outstanding; change 0.01)
Holder of VZLA.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 10150139 (value 43442597; 0.03% of shares outstanding; change -0.02)
Holder of VZLA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 8205728 (value 36351373; 0.02% of shares outstanding; change -0.02)
Holder of VZLA.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 9935609 (value 46399294; 0.03% of shares outstanding; change -0.02)
Holder of VZLA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 8250354 (value 38529153; 0.02% of shares outstanding; change 0.01)
Holder of W: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1299995 (value 93937641; 0.01% of shares outstanding; change -0.02)
Holder of W: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2304031 (value 166489284; 0.02% of shares outstanding; change -0.03)
Holder of W: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3197289 (value 231036109; 0.03% of shares outstanding; change 0.02)
Holder of W: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 1929445 (value 162420680; 0.02% of shares outstanding; change -0.15)
Holder of W: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 1406061 (value 125575304; 0.01% of shares outstanding; change 0.00)
Holder of W: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 4295076 (value 310362200; 0.04% of shares outstanding; change 0.00)
Holder of W: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1783957 (value 128908736; 0.02% of shares outstanding; change 0.00)
Holder of W: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 7653772 (value 644294529; 0.07% of shares outstanding; change 0.00)
Holder of W: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 2260926 (value 190324751; 0.02% of shares outstanding; change 0.04)
Holder of W: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 1621511 (value 136498796; 0.01% of shares outstanding; change 1.00)
Holder of W: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3824194 (value 321920652; 0.03% of shares outstanding; change 0.06)
Holder of W: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2382580 (value 200565585; 0.02% of shares outstanding; change 0.03)
Holder of W: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3280966 (value 276191718; 0.03% of shares outstanding; change 0.03)
Holder of W: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 4295076 (value 364437192; 0.04% of shares outstanding; change 0.00)
Holder of W: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 1769481 (value 150140460; 0.02% of shares outstanding; change -0.01)
Holder of W: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 4295076 (value 361559498; 0.04% of shares outstanding; change 0.00)
Holder of W: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 1769481 (value 148954911; 0.02% of shares outstanding; change 0.00)
Holder of W: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 2774232 (value 235393580; 0.03% of shares outstanding; change 0.23)
Holder of W: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 1406061 (value 118362215; 0.01% of shares outstanding; change 0.00)
Holder of W7D.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5412313 (value 638111710; 0.03% of shares outstanding; change -0.01)
Holder of W7D.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2603132 (value 306909266; 0.02% of shares outstanding; change 0.03)
Holder of W7D.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4600111 (value 542353093; 0.03% of shares outstanding; change 0.98)
Holder of W7D.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6755742 (value 796501992; 0.04% of shares outstanding; change 0.01)
Holder of W7D.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 5355997 (value 631472054; 0.03% of shares outstanding; change 0.37)
Holder of W7D.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 6227957 (value 734276139; 0.04% of shares outstanding; change 0.45)
Holder of W7D.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2725769 (value 321368169; 0.02% of shares outstanding; change 0.00)
Holder of W7D.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 4626762 (value 580381036; 0.03% of shares outstanding; change 0.01)
Holder of W7D.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2806131 (value 330842849; 0.02% of shares outstanding; change 0.02)
Holder of W7D.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 4266660 (value 503039220; 0.03% of shares outstanding; change -0.08)
Holder of W7D.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2462031 (value 290273458; 0.02% of shares outstanding; change -0.04)
Holder of W7L.L: Grandeur Peak Global Trust-Grandeur Peak Global Micro Cap Fund
Shares held as of 2026-01-31: 44163 (value 9185904; 0.00% of shares outstanding; change 0.00)
Holder of W7L.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 101 (value 21210; 0.00% of shares outstanding; change 0.03)
Holder of W7L.L: WisdomTree Trust-WisdomTree Dynamic International SmallCap Equity Fund
Shares held as of 2026-04-30: 76779 (value 13820220; 0.00% of shares outstanding; change -0.03)
Holder of W7L.L: WisdomTree Trust-WisdomTree Europe SmallCap Dividend Fund
Shares held as of 2026-04-30: 46064 (value 8844288; 0.00% of shares outstanding; change 0.04)
Holder of W7L.L: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-04-30: 192302 (value 34614360; 0.00% of shares outstanding; change 0.01)
Holder of W7L.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 104 (value 18720; 0.00% of shares outstanding; change 0.03)
Holder of W7L.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 108 (value 19656; 0.00% of shares outstanding; change 0.04)
Holder of W7L.L: WisdomTree Trust-WisdomTree Dynamic International SmallCap Equity Fund
Shares held as of 2026-06-30: 70293 (value 12793326; 0.00% of shares outstanding; change -0.08)
Holder of W7L.L: WisdomTree Trust-WisdomTree Europe SmallCap Dividend Fund
Shares held as of 2026-06-30: 44354 (value 8072428; 0.00% of shares outstanding; change -0.04)
Holder of W7L.L: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-06-30: 192302 (value 34998964; 0.00% of shares outstanding; change 0.00)
Holder of WA3.DE: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 962515 (value 80389249; 0.02% of shares outstanding; change 0.37)
Holder of WA3.DE: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 1262295 (value 101589505; 0.02% of shares outstanding; change -0.07)
Holder of WA3.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3511077 (value 282571488; 0.06% of shares outstanding; change -0.01)
Holder of WA3.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 697471 (value 58252775; 0.01% of shares outstanding; change 0.04)
Holder of WA3.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 805907 (value 64859398; 0.01% of shares outstanding; change 0.01)
Holder of WA3.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1441766 (value 116033332; 0.02% of shares outstanding; change 0.02)
Holder of WA3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1987667 (value 159967446; 0.03% of shares outstanding; change 0.01)
Holder of WA3.DE: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 956913 (value 77012361; 0.02% of shares outstanding; change -0.37)
Holder of WA3.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3792148 (value 305192083; 0.06% of shares outstanding; change 0.00)
Holder of WA3.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1500849 (value 120788332; 0.02% of shares outstanding; change 0.02)
Holder of WA3.DE: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 962515 (value 77463210; 0.02% of shares outstanding; change 0.00)
Holder of WA3.DE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 772532 (value 62173377; 0.01% of shares outstanding; change 0.43)
Holder of WAB: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 3293069 (value 860017912; 0.02% of shares outstanding; change 0.05)
Holder of WAB: T. Rowe Price Value Fund, Inc.
Shares held as of 2025-12-31: 2531861 (value 661220828; 0.01% of shares outstanding; change 0.00)
Holder of WAB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4311074 (value 1125880101; 0.03% of shares outstanding; change 0.02)
Holder of WAB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5361649 (value 1400248272; 0.03% of shares outstanding; change 0.00)
Holder of WAB: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 3389888 (value 1025441120; 0.02% of shares outstanding; change 0.03)
Holder of WAB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2177631 (value 568710119; 0.01% of shares outstanding; change 0.00)
Holder of WAB: Fidelity Contrafund
Shares held as of 2026-03-31: 2417748 (value 631419076; 0.01% of shares outstanding; change 0.12)
Holder of WAB: Fidelity Magellan Fund
Shares held as of 2026-03-31: 1827110 (value 477168054; 0.01% of shares outstanding; change -0.12)
Holder of WAB: T. Rowe Price Value Fund, Inc.
Shares held as of 2026-03-31: 2522468 (value 763046570; 0.01% of shares outstanding; change 0.00)
Holder of WAB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4332530 (value 1310590325; 0.03% of shares outstanding; change 0.01)
Holder of WAB: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3682450 (value 1113941125; 0.02% of shares outstanding; change -0.01)
Holder of WAB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5414758 (value 1637964295; 0.03% of shares outstanding; change 0.01)
Holder of WAB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2185159 (value 590561092; 0.01% of shares outstanding; change 0.00)
Holder of WAB: Fidelity Contrafund
Shares held as of 2026-04-30: 2811295 (value 759780614; 0.02% of shares outstanding; change 0.16)
Holder of WAB: Fidelity Magellan Fund
Shares held as of 2026-04-30: 1819210 (value 491659712; 0.01% of shares outstanding; change 0.00)
Holder of WAB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2042986 (value 530420465; 0.01% of shares outstanding; change 0.03)
Holder of WAB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2205593 (value 596083585; 0.01% of shares outstanding; change 0.01)
Holder of WAB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2182110 (value 660088275; 0.01% of shares outstanding; change 0.00)
Holder of WAB: Fidelity Contrafund
Shares held as of 2026-05-31: 2775095 (value 839466237; 0.02% of shares outstanding; change -0.01)
Holder of WAB: Fidelity Magellan Fund
Shares held as of 2026-05-31: 1819210 (value 550311025; 0.01% of shares outstanding; change 0.00)
Holder of WAB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2062885 (value 538846173; 0.01% of shares outstanding; change 0.01)
Holder of WAB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2246793 (value 679654882; 0.01% of shares outstanding; change 0.02)
Holder of WAB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2050541 (value 620288652; 0.01% of shares outstanding; change -0.01)
Holder of WABC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 269780 (value 14970092; 0.01% of shares outstanding; change -0.02)
Holder of WABC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 566606 (value 31440967; 0.02% of shares outstanding; change -0.01)
Holder of WABC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 364816 (value 20243640; 0.02% of shares outstanding; change -0.01)
Holder of WABC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 793788 (value 44047297; 0.03% of shares outstanding; change 0.00)
Holder of WABC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 238119 (value 13746609; 0.01% of shares outstanding; change 0.01)
Holder of WABC: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2026-03-31: 604543 (value 36568807; 0.03% of shares outstanding; change -0.01)
Holder of WABC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 274601 (value 16610614; 0.01% of shares outstanding; change 0.02)
Holder of WABC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 568223 (value 34371810; 0.02% of shares outstanding; change 0.00)
Holder of WABC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 361626 (value 21874757; 0.02% of shares outstanding; change -0.01)
Holder of WABC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 793788 (value 48016237; 0.03% of shares outstanding; change 0.00)
Holder of WABC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 577440 (value 32042146; 0.02% of shares outstanding; change -0.02)
Holder of WABC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 744491 (value 42063741; 0.03% of shares outstanding; change 0.04)
Holder of WABC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 235729 (value 14259247; 0.01% of shares outstanding; change -0.01)
Holder of WABC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 222780 (value 12861089; 0.01% of shares outstanding; change 0.00)
Holder of WABC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1491266 (value 86090785; 0.06% of shares outstanding; change 0.01)
Holder of WABC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 551040 (value 31811538; 0.02% of shares outstanding; change -0.05)
Holder of WABC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 766181 (value 44231628; 0.03% of shares outstanding; change 0.03)
Holder of WABC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 224808 (value 13117546; 0.01% of shares outstanding; change 0.01)
Holder of WABC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1491989 (value 90250417; 0.06% of shares outstanding; change 0.00)
Holder of WABC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 549520 (value 33240465; 0.02% of shares outstanding; change 0.00)
Holder of WABC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 785857 (value 47536491; 0.03% of shares outstanding; change 0.03)
Holder of WABC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 303462 (value 18356416; 0.01% of shares outstanding; change 0.75)
Holder of WAF.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 98861 (value 9703207; 0.00% of shares outstanding; change 0.04)
Holder of WAF.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 59197 (value 5810185; 0.00% of shares outstanding; change 0.56)
Holder of WAF.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 53434 (value 5244547; 0.00% of shares outstanding; change 0.00)
Holder of WAF.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 46940 (value 4607161; 0.00% of shares outstanding; change 0.25)
Holder of WAF.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 38007 (value 3730387; 0.00% of shares outstanding; change 0.04)
Holder of WAF.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 156628 (value 15373038; 0.01% of shares outstanding; change -0.01)
Holder of WAF.DE: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 33348 (value 2766216; 0.00% of shares outstanding; change 0.01)
Holder of WAF.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 98861 (value 8200519; 0.00% of shares outstanding; change 0.00)
Holder of WAF.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 83360 (value 8181784; 0.00% of shares outstanding; change 0.00)
Holder of WAF.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 70736 (value 5867550; 0.00% of shares outstanding; change 0.19)
Holder of WAF.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 32352 (value 2683598; 0.00% of shares outstanding; change 0.00)
Holder of WAF.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 54374 (value 4510323; 0.00% of shares outstanding; change 0.02)
Holder of WAF.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 48641 (value 4034770; 0.00% of shares outstanding; change 0.04)
Holder of WAF.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 36819 (value 3054135; 0.00% of shares outstanding; change -0.03)
Holder of WAF.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 156628 (value 12992292; 0.00% of shares outstanding; change 0.00)
Holder of WAF.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 122882 (value 12060868; 0.00% of shares outstanding; change 0.01)
Holder of WAF.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 52839 (value 5186147; 0.00% of shares outstanding; change 0.00)
Holder of WAF.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 114630 (value 9508558; 0.00% of shares outstanding; change -0.07)
Holder of WAF.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 49008 (value 4065213; 0.00% of shares outstanding; change -0.07)
Holder of WAFD: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 2773240 (value 98616418; 0.04% of shares outstanding; change -0.10)
Holder of WAFD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 848308 (value 30165833; 0.01% of shares outstanding; change 0.01)
Holder of WAFD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1738574 (value 61823693; 0.02% of shares outstanding; change -0.07)
Holder of WAFD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1122252 (value 39907282; 0.02% of shares outstanding; change -0.06)
Holder of WAFD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2335124 (value 83037012; 0.03% of shares outstanding; change -0.07)
Holder of WAFD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1096927 (value 40871498; 0.01% of shares outstanding; change 0.00)
Holder of WAFD: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 2657704 (value 97617466; 0.04% of shares outstanding; change -0.04)
Holder of WAFD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 842403 (value 30941461; 0.01% of shares outstanding; change -0.01)
Holder of WAFD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1747342 (value 64179870; 0.02% of shares outstanding; change 0.01)
Holder of WAFD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1113838 (value 40911269; 0.02% of shares outstanding; change -0.01)
Holder of WAFD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2439978 (value 89620390; 0.03% of shares outstanding; change 0.04)
Holder of WAFD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1872645 (value 66591258; 0.03% of shares outstanding; change -0.04)
Holder of WAFD: AB TRUST-AB Discovery Value Fund
Shares held as of 2026-04-30: 780491 (value 29081093; 0.01% of shares outstanding; change -0.02)
Holder of WAFD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1790207 (value 64053604; 0.02% of shares outstanding; change 0.00)
Holder of WAFD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1096927 (value 40290128; 0.01% of shares outstanding; change 0.00)
Holder of WAFD: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 835203 (value 29883562; 0.01% of shares outstanding; change 0.05)
Holder of WAFD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4489434 (value 163774550; 0.06% of shares outstanding; change -0.02)
Holder of WAFD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1834945 (value 68370047; 0.02% of shares outstanding; change -0.02)
Holder of WAFD: AB TRUST-AB Discovery Value Fund
Shares held as of 2026-05-31: 821829 (value 31311683; 0.01% of shares outstanding; change 0.05)
Holder of WAFD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1873644 (value 69811972; 0.03% of shares outstanding; change 0.05)
Holder of WAFD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4489434 (value 164896908; 0.06% of shares outstanding; change 0.00)
Holder of WAFD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1827893 (value 67138509; 0.02% of shares outstanding; change 0.00)
Holder of WAFD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1965893 (value 72207248; 0.03% of shares outstanding; change 0.05)
Holder of WAFD: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 969989 (value 35627695; 0.01% of shares outstanding; change 0.26)
Holder of WAFDP: PERMANENT PORTFOLIO FAMILY OF FUNDS-Versatile Bond Portfolio
Shares held as of 2026-01-31: 65000 (value 1053000; 0.01% of shares outstanding; change 0.00)
Holder of WAFDP: Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Shares held as of 2026-02-28: 55000 (value 891000; 0.00% of shares outstanding; change 0.00)
Holder of WAFDP: Flaherty & Crumrine Preferred & Income Securities Fund Inc
Shares held as of 2026-02-28: 100000 (value 1620000; 0.01% of shares outstanding; change 0.00)
Holder of WAFDP: Flaherty & Crumrine Total Return Fund Inc
Shares held as of 2026-02-28: 25000 (value 405000; 0.00% of shares outstanding; change 0.00)
Holder of WAFDP: Angel Oak Financial Strategies Income Term Trust
Shares held as of 2026-03-31: 25000 (value 405000; 0.00% of shares outstanding; change 0.00)
Holder of WAFDP: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 210875 (value 3416175; 0.02% of shares outstanding; change 0.00)
Holder of WAFDP: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 236472 (value 3830846; 0.02% of shares outstanding; change -0.02)
Holder of WAFDP: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 432840 (value 7012008; 0.04% of shares outstanding; change 0.01)
Holder of WAFDP: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 167292 (value 2710130; 0.01% of shares outstanding; change -0.01)
Holder of WAFDP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 822331 (value 13321762; 0.07% of shares outstanding; change -0.05)
Holder of WAFU: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 700 (value 1076; 0.00% of shares outstanding; change -0.13)
Holder of WAFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9305 (value 16108; 0.00% of shares outstanding; change 0.00)
Holder of WAFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9305 (value 15261; 0.00% of shares outstanding; change 0.00)
Holder of WAFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9305 (value 14309; 0.00% of shares outstanding; change 0.00)
Holder of WAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-03-31: 89 (value 227; 0.00% of shares outstanding; change 0.00)
Holder of WAL: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2025-12-31: 1896723 (value 151073989; 0.02% of shares outstanding; change 0.07)
Holder of WAL: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1707216 (value 135979757; 0.02% of shares outstanding; change -0.01)
Holder of WAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2372845 (value 188997107; 0.02% of shares outstanding; change -0.05)
Holder of WAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1529721 (value 121842279; 0.01% of shares outstanding; change -0.04)
Holder of WAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3308550 (value 263526012; 0.03% of shares outstanding; change 0.00)
Holder of WAL: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 1538686 (value 122956403; 0.01% of shares outstanding; change 0.00)
Holder of WAL: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 2670798 (value 213423477; 0.02% of shares outstanding; change 0.00)
Holder of WAL: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-02-28: 1251733 (value 103017629; 0.01% of shares outstanding; change -0.07)
Holder of WAL: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-03-31: 1325524 (value 110164300; 0.01% of shares outstanding; change -0.02)
Holder of WAL: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2026-03-31: 1937946 (value 161062693; 0.02% of shares outstanding; change 0.02)
Holder of WAL: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1321524 (value 109831860; 0.01% of shares outstanding; change -0.23)
Holder of WAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2406725 (value 200022916; 0.02% of shares outstanding; change 0.01)