speb/financial-data huggingface dataset:
Holder of SAP.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 510301 (value 20386525; 0.00% of shares outstanding; change 0.01)
Holder of SAP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1100101 (value 46413259; 0.00% of shares outstanding; change 0.02)
Holder of SAP.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 437997 (value 18479092; 0.00% of shares outstanding; change -0.05)
Holder of SAP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2322652 (value 92789949; 0.01% of shares outstanding; change 0.00)
Holder of SAP.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 590126 (value 23575534; 0.00% of shares outstanding; change 0.21)
Holder of SAP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1150227 (value 47205317; 0.00% of shares outstanding; change 0.05)
Holder of SAP.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 465652 (value 19110358; 0.00% of shares outstanding; change 0.06)
Holder of SAP.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 907753 (value 36264733; 0.00% of shares outstanding; change 0.04)
Holder of SAP.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 560257 (value 22382267; 0.00% of shares outstanding; change 0.03)
Holder of SAP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3575424 (value 142838191; 0.01% of shares outstanding; change 0.00)
Holder of SAP.TO: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-04-30: 399950 (value 15978002; 0.00% of shares outstanding; change -0.13)
Holder of SAP.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-04-30: 424579 (value 17424722; 0.00% of shares outstanding; change 0.05)
Holder of SAP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1176615 (value 47005770; 0.00% of shares outstanding; change 0.02)
Holder of SAP.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 465652 (value 18602797; 0.00% of shares outstanding; change 0.00)
Holder of SAP.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-05-31: 440457 (value 17596257; 0.00% of shares outstanding; change 0.04)
Holder of SAR: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-01-31: 449 (value 10037; 0.00% of shares outstanding; change -0.29)
Holder of SAR: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 33333 (value 736325; 0.00% of shares outstanding; change -0.07)
Holder of SAR: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-04-30: 450 (value 8523; 0.00% of shares outstanding; change 0.00)
Holder of SAR: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 21863 (value 414085; 0.00% of shares outstanding; change -0.34)
Holder of SARO: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 4244027 (value 121548930; 0.01% of shares outstanding; change 0.40)
Holder of SARO: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 4928200 (value 141143644; 0.01% of shares outstanding; change 0.11)
Holder of SARO: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 6904698 (value 197750546; 0.02% of shares outstanding; change 0.35)
Holder of SARO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3685401 (value 105549882; 0.01% of shares outstanding; change 0.00)
Holder of SARO: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 3610000 (value 103390397; 0.01% of shares outstanding; change 1.71)
Holder of SARO: Vanguard Explorer Fund
Shares held as of 2026-01-31: 4188485 (value 112837788; 0.01% of shares outstanding; change -0.22)
Holder of SARO: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 5420297 (value 155562528; 0.02% of shares outstanding; change 0.28)
Holder of SARO: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 9613300 (value 246196618; 0.03% of shares outstanding; change 0.11)
Holder of SARO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 6085562 (value 174655634; 0.02% of shares outstanding; change 0.05)
Holder of SARO: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 5591100 (value 160464574; 0.02% of shares outstanding; change 0.13)
Holder of SARO: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 8645282 (value 248119599; 0.03% of shares outstanding; change 0.25)
Holder of SARO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5300615 (value 152127654; 0.02% of shares outstanding; change 0.44)
Holder of SARO: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 6890000 (value 197743005; 0.02% of shares outstanding; change 0.91)
Holder of SARO: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 10037947 (value 268314318; 0.03% of shares outstanding; change 0.04)
Holder of SARO: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 6693376 (value 171417363; 0.02% of shares outstanding; change 0.00)
Holder of SARO: Vanguard Explorer Fund
Shares held as of 2026-04-30: 4389739 (value 125985512; 0.01% of shares outstanding; change 0.05)
Holder of SARO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 6406146 (value 177770551; 0.02% of shares outstanding; change 0.02)
Holder of SARO: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 10350947 (value 297072186; 0.03% of shares outstanding; change 0.03)
Holder of SARO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 6085562 (value 163945043; 0.02% of shares outstanding; change 0.00)
Holder of SARO: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 6612462 (value 184686065; 0.02% of shares outstanding; change -0.01)
Holder of SARO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 6433854 (value 184651614; 0.02% of shares outstanding; change 0.00)
Holder of SARO: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 6722284 (value 192929555; 0.02% of shares outstanding; change 0.02)
Holder of SASK.V: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 25256401 (value 29549988; 0.07% of shares outstanding; change 0.09)
Holder of SASK.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 10552788 (value 12346761; 0.03% of shares outstanding; change 0.20)
Holder of SASK.V: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 31362416 (value 31048792; 0.09% of shares outstanding; change 0.24)
Holder of SASK.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 11036938 (value 10926568; 0.03% of shares outstanding; change 0.05)
Holder of SASK.V: Themes ETF Trust-Themes Uranium & Nuclear ETF
Shares held as of 2026-03-31: 407253 (value 403180; 0.00% of shares outstanding; change 0.92)
Holder of SASK.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 20481856 (value 23963770; 0.06% of shares outstanding; change 0.02)
Holder of SASK.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 20326884 (value 20733421; 0.06% of shares outstanding; change -0.01)
Holder of SASK.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 20166064 (value 19964403; 0.06% of shares outstanding; change -0.01)
Holder of SATA: -Digital Asset Debt Strategy ETF
Shares held as of 2026-02-28: 1204 (value 116282; 0.00% of shares outstanding; change 1.00)
Holder of SATA: Fidelity Multi-Strategy Credit Fund
Shares held as of 2026-03-31: 1347 (value 130645; 0.00% of shares outstanding; change 12.47)
Holder of SATA: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 262100 (value 26212621; 0.06% of shares outstanding; change 0.93)
Holder of SATA: Fidelity Multi-Strategy Credit Fund
Shares held as of 2026-04-30: 1347 (value 130093; 0.00% of shares outstanding; change 0.00)
Holder of SATA: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-04-30: 293626 (value 28478785; 0.07% of shares outstanding; change 0.12)
Holder of SATA: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 228231 (value 22136124; 0.05% of shares outstanding; change -0.03)
Holder of SATA: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-05-31: 386737 (value 37351060; 0.09% of shares outstanding; change 0.32)
Holder of SATA: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 226151 (value 21841663; 0.05% of shares outstanding; change -0.01)
Holder of SATL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 801503 (value 7622293; 0.01% of shares outstanding; change 0.76)
Holder of SATL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2696256 (value 25641395; 0.02% of shares outstanding; change 0.57)
Holder of SATL: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-01-31: 479826 (value 2723012; 0.00% of shares outstanding; change 2.45)
Holder of SATL: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 415513 (value 2358036; 0.00% of shares outstanding; change 0.00)
Holder of SATL: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 1041598 (value 5911068; 0.01% of shares outstanding; change 1.00)
Holder of SATL: Vanguard Explorer Fund
Shares held as of 2026-01-31: 451149 (value 2560270; 0.00% of shares outstanding; change 1.00)
Holder of SATL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 823655 (value 4674242; 0.01% of shares outstanding; change 0.01)
Holder of SATL: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 414627 (value 1882406; 0.00% of shares outstanding; change 0.23)
Holder of SATL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 422305 (value 3006811; 0.00% of shares outstanding; change 0.12)
Holder of SATL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 867649 (value 3114859; 0.01% of shares outstanding; change 0.08)
Holder of SATL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2696256 (value 9679558; 0.02% of shares outstanding; change 0.00)
Holder of SATL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2077235 (value 19754505; 0.02% of shares outstanding; change 0.02)
Holder of SATL: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-04-30: 422686 (value 1517442; 0.00% of shares outstanding; change 1.00)
Holder of SATL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 823657 (value 2956928; 0.01% of shares outstanding; change 0.00)
Holder of SATL: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 853636 (value 3064553; 0.01% of shares outstanding; change 0.78)
Holder of SATL: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 2495900 (value 8960280; 0.02% of shares outstanding; change 1.40)
Holder of SATL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1995969 (value 11327124; 0.01% of shares outstanding; change -0.04)
Holder of SATL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 540651 (value 3068194; 0.00% of shares outstanding; change 0.00)
Holder of SATL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2014943 (value 7233645; 0.01% of shares outstanding; change 0.01)
Holder of SATL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 535075 (value 1920919; 0.00% of shares outstanding; change -0.01)
Holder of SATL: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 706607 (value 2536719; 0.01% of shares outstanding; change 20.45)
Holder of SATL: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 5461247 (value 19605876; 0.04% of shares outstanding; change 1.00)
Holder of SATO.V: Valkyrie ETF Tr II-Valkyrie Bitcoin Miners ETF
Shares held as of 2022-06-30: 116864 (value 14608; 0.00% of shares outstanding; change 0.10)
Holder of SATS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1450874 (value 187438415; 0.01% of shares outstanding; change 0.01)
Holder of SATS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3019047 (value 390030689; 0.02% of shares outstanding; change -0.04)
Holder of SATS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4183970 (value 540527094; 0.03% of shares outstanding; change 0.00)
Holder of SATS: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 1404525 (value 163318165; 0.01% of shares outstanding; change 1.00)
Holder of SATS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1719126 (value 222093892; 0.01% of shares outstanding; change 1.00)
Holder of SATS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3420688 (value 355460796; 0.02% of shares outstanding; change 1.00)
Holder of SATS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3067837 (value 318794284; 0.02% of shares outstanding; change 0.02)
Holder of SATS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4233864 (value 439961981; 0.03% of shares outstanding; change 0.01)
Holder of SATS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3314172 (value 428157888; 0.02% of shares outstanding; change 0.01)
Holder of SATS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1725069 (value 179260546; 0.01% of shares outstanding; change 0.00)
Holder of SATS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1823048 (value 189442034; 0.01% of shares outstanding; change 0.79)
Holder of SATS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1505017 (value 175003374; 0.01% of shares outstanding; change -0.03)
Holder of SATS: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 9076222 (value 1055383083; 0.06% of shares outstanding; change 1.04)
Holder of SATS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1608278 (value 187010563; 0.01% of shares outstanding; change 0.03)
Holder of SATS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1741200 (value 180936799; 0.01% of shares outstanding; change 0.01)
Holder of SATS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3191629 (value 331658130; 0.02% of shares outstanding; change -0.04)
Holder of SATS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1498622 (value 155729306; 0.01% of shares outstanding; change 0.00)
Holder of SATS: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-05-31: 8957719 (value 930841378; 0.06% of shares outstanding; change -0.01)
Holder of SATS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1623956 (value 168753389; 0.01% of shares outstanding; change 0.01)
Holder of SB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 645834 (value 4197921; 0.01% of shares outstanding; change 0.06)
Holder of SB: ADVISORS' INNER CIRCLE FUND-LSV Small Cap Value Fund
Shares held as of 2026-01-31: 373972 (value 2662680; 0.00% of shares outstanding; change 0.00)
Holder of SB: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 913397 (value 6503386; 0.01% of shares outstanding; change 0.03)
Holder of SB: Goldman Sachs Trust-Goldman Sachs Small Cap Equity Insights Fund
Shares held as of 2026-01-31: 322135 (value 2013343; 0.00% of shares outstanding; change 0.00)
Holder of SB: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-01-31: 597078 (value 4000422; 0.01% of shares outstanding; change 0.00)
Holder of SB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 499862 (value 3559017; 0.00% of shares outstanding; change 0.00)
Holder of SB: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 542100 (value 4157907; 0.01% of shares outstanding; change 0.00)
Holder of SB: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 499168 (value 3828618; 0.00% of shares outstanding; change 9.43)
Holder of SB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 663731 (value 5090816; 0.01% of shares outstanding; change 0.03)
Holder of SB: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2026-03-31: 356386 (value 2316509; 0.00% of shares outstanding; change 1.68)
Holder of SB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1267655 (value 7922843; 0.01% of shares outstanding; change -0.02)
Holder of SB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 444600 (value 2778750; 0.00% of shares outstanding; change -0.04)
Holder of SB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1064229 (value 6917488; 0.01% of shares outstanding; change -0.10)
Holder of SB: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 946697 (value 7261166; 0.01% of shares outstanding; change 0.04)
Holder of SB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 505074 (value 3873917; 0.00% of shares outstanding; change 0.01)
Holder of SB: Goldman Sachs TRT-Goldman Sachs Emerging Markets Eqy. Insights Fd.
Shares held as of 2026-04-30: 594500 (value 4559815; 0.01% of shares outstanding; change 1.00)
Holder of SB: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-04-30: 746094 (value 5722541; 0.01% of shares outstanding; change 0.25)
Holder of SB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1218078 (value 8672715; 0.01% of shares outstanding; change -0.04)
Holder of SB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 439530 (value 3129453; 0.00% of shares outstanding; change -0.01)
Holder of SB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 965759 (value 6876203; 0.01% of shares outstanding; change -0.09)
Holder of SB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1229570 (value 9430801; 0.01% of shares outstanding; change 0.01)
Holder of SB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 443248 (value 3399712; 0.00% of shares outstanding; change 0.01)
Holder of SB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1193891 (value 9157144; 0.01% of shares outstanding; change 0.24)
Holder of SB1NO.OL: Pear Tree Funds-Pear Tree Polaris Foreign Value Fund
Shares held as of 2025-12-31: 799868 (value 151175052; 0.00% of shares outstanding; change -0.17)
Holder of SB1NO.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1941853 (value 367010217; 0.01% of shares outstanding; change 0.02)
Holder of SB1NO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 509916 (value 98209824; 0.00% of shares outstanding; change 0.01)
Holder of SB1NO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 747021 (value 143876249; 0.00% of shares outstanding; change 0.01)
Holder of SB1NO.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2977617 (value 573489052; 0.01% of shares outstanding; change 0.00)
Holder of SB1NO.OL: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1073390 (value 206734920; 0.00% of shares outstanding; change 0.00)
Holder of SB1NO.OL: Pear Tree Funds-Pear Tree Polaris Foreign Value Fund
Shares held as of 2026-03-31: 735068 (value 141574101; 0.00% of shares outstanding; change -0.08)
Holder of SB1NO.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1972919 (value 400502557; 0.01% of shares outstanding; change 0.02)
Holder of SB1NO.OL: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 851956 (value 172947068; 0.00% of shares outstanding; change -0.21)
Holder of SB1NO.OL: First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I
Shares held as of 2026-04-30: 600488 (value 113492232; 0.00% of shares outstanding; change 0.05)
Holder of SB1NO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 498046 (value 101103338; 0.00% of shares outstanding; change -0.02)
Holder of SB1NO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 759293 (value 154136479; 0.00% of shares outstanding; change 0.02)
Holder of SB1NO.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3014309 (value 611904727; 0.01% of shares outstanding; change 0.01)
Holder of SB1NO.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1423053 (value 274080016; 0.01% of shares outstanding; change 0.01)
Holder of SB1NO.OL: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 1595397 (value 307273471; 0.01% of shares outstanding; change 0.03)
Holder of SB1NO.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 814695 (value 156910261; 0.00% of shares outstanding; change 0.00)
Holder of SB1NO.OL: First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I
Shares held as of 2026-05-31: 628469 (value 127579207; 0.00% of shares outstanding; change 0.05)
Holder of SB1NO.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1433898 (value 291081294; 0.01% of shares outstanding; change 0.01)
Holder of SB1NO.OL: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 1623900 (value 329651700; 0.01% of shares outstanding; change 0.02)
Holder of SB1NO.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 819593 (value 166377379; 0.00% of shares outstanding; change 0.01)
Holder of SB1NO.OL: Pear Tree Funds-Pear Tree Polaris Foreign Value Fund
Shares held as of 2026-06-30: 735068 (value 149218804; 0.00% of shares outstanding; change 0.00)
Holder of SBAC: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 7757000 (value 1575912148; 0.07% of shares outstanding; change 0.26)
Holder of SBAC: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF
Shares held as of 2025-12-31: 1078337 (value 219074948; 0.01% of shares outstanding; change -0.13)
Holder of SBAC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2686417 (value 545772487; 0.03% of shares outstanding; change 0.01)
Holder of SBAC: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 1475879 (value 299839583; 0.01% of shares outstanding; change -0.13)
Holder of SBAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3350920 (value 680772919; 0.03% of shares outstanding; change -0.01)
Holder of SBAC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4008621 (value 761317292; 0.04% of shares outstanding; change 0.00)
Holder of SBAC: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 7757000 (value 1346382546; 0.07% of shares outstanding; change 0.00)
Holder of SBAC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1360691 (value 276437988; 0.01% of shares outstanding; change 0.00)
Holder of SBAC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2706400 (value 469749867; 0.03% of shares outstanding; change 0.01)
Holder of SBAC: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 1400351 (value 243058933; 0.01% of shares outstanding; change -0.05)
Holder of SBAC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2301125 (value 399406283; 0.02% of shares outstanding; change -0.01)
Holder of SBAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3376965 (value 586139839; 0.03% of shares outstanding; change 0.01)
Holder of SBAC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1365397 (value 259316195; 0.01% of shares outstanding; change 0.00)
Holder of SBAC: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 894514 (value 186076806; 0.01% of shares outstanding; change -0.03)
Holder of SBAC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1277087 (value 265659643; 0.01% of shares outstanding; change 0.03)
Holder of SBAC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 3955701 (value 686591051; 0.04% of shares outstanding; change -0.01)
Holder of SBAC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1378127 (value 261733877; 0.01% of shares outstanding; change 0.01)
Holder of SBAC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1363487 (value 236660448; 0.01% of shares outstanding; change 0.00)
Holder of SBAC: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-05-31: 894923 (value 170062216; 0.01% of shares outstanding; change 0.04)
Holder of SBAC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1289549 (value 245052994; 0.01% of shares outstanding; change 0.01)
Holder of SBAC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1403671 (value 243635185; 0.01% of shares outstanding; change 0.02)
Holder of SBAC: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-06-30: 897050 (value 155700975; 0.01% of shares outstanding; change 0.00)
Holder of SBAC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1281620 (value 222450792; 0.01% of shares outstanding; change -0.01)
Holder of SBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 136239 (value 437327; 0.00% of shares outstanding; change 2.89)
Holder of SBC: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 27341 (value 83526; 0.00% of shares outstanding; change 0.92)
Holder of SBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 87183 (value 266344; 0.00% of shares outstanding; change 0.00)
Holder of SBC: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 55265 (value 169110; 0.00% of shares outstanding; change 1.02)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 62730 (value 188817; 0.00% of shares outstanding; change 0.00)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 35570 (value 107065; 0.00% of shares outstanding; change 0.00)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 18778 (value 56521; 0.00% of shares outstanding; change 0.00)
Holder of SBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 136239 (value 416891; 0.00% of shares outstanding; change 0.00)
Holder of SBC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 27682 (value 83322; 0.00% of shares outstanding; change -0.12)
Holder of SBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 208302 (value 668649; 0.00% of shares outstanding; change 0.02)
Holder of SBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 82145 (value 263685; 0.00% of shares outstanding; change 0.00)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 62502 (value 190943; 0.00% of shares outstanding; change 0.00)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 35570 (value 108666; 0.00% of shares outstanding; change 0.00)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 18778 (value 57366; 0.00% of shares outstanding; change 0.00)
Holder of SBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 113037 (value 345893; 0.00% of shares outstanding; change 0.30)
Holder of SBC: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 18201 (value 55695; 0.00% of shares outstanding; change -0.33)
Holder of SBC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 30745 (value 93925; 0.00% of shares outstanding; change 0.11)
Holder of SBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 200130 (value 611397; 0.00% of shares outstanding; change -0.04)
Holder of SBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 81200 (value 248066; 0.00% of shares outstanding; change -0.01)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 62502 (value 191256; 0.00% of shares outstanding; change 0.00)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 35570 (value 108844; 0.00% of shares outstanding; change 0.00)
Holder of SBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 18778 (value 57460; 0.00% of shares outstanding; change 0.00)
Holder of SBC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 30343 (value 92849; 0.00% of shares outstanding; change -0.01)
Holder of SBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 202038 (value 618236; 0.00% of shares outstanding; change 0.01)
Holder of SBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 81893 (value 250592; 0.00% of shares outstanding; change 0.01)
Holder of SBCF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1044154 (value 31648307; 0.01% of shares outstanding; change 0.13)
Holder of SBCF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3117476 (value 94490695; 0.03% of shares outstanding; change 0.15)
Holder of SBCF: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 1064195 (value 33564711; 0.01% of shares outstanding; change -0.08)
Holder of SBCF: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1269513 (value 40040441; 0.01% of shares outstanding; change -0.09)
Holder of SBCF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 851690 (value 26862303; 0.01% of shares outstanding; change 0.01)
Holder of SBCF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1079544 (value 36153930; 0.01% of shares outstanding; change 0.03)
Holder of SBCF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3158895 (value 105791398; 0.03% of shares outstanding; change 0.01)
Holder of SBCF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2319189 (value 70294617; 0.02% of shares outstanding; change 0.09)
Holder of SBCF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 834513 (value 25294088; 0.01% of shares outstanding; change 0.11)
Holder of SBCF: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 784171 (value 26261888; 0.01% of shares outstanding; change -0.26)
Holder of SBCF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 959825 (value 32144540; 0.01% of shares outstanding; change 0.13)
Holder of SBCF: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1421873 (value 47618529; 0.01% of shares outstanding; change 0.12)
Holder of SBCF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 886075 (value 27326553; 0.01% of shares outstanding; change 0.01)
Holder of SBCF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 953537 (value 28758675; 0.01% of shares outstanding; change 0.05)
Holder of SBCF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5903368 (value 182059870; 0.06% of shares outstanding; change 0.02)
Holder of SBCF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2228389 (value 70283391; 0.02% of shares outstanding; change -0.04)
Holder of SBCF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 824988 (value 26020122; 0.01% of shares outstanding; change -0.01)
Holder of SBCF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 894083 (value 29433210; 0.01% of shares outstanding; change 0.01)
Holder of SBCF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 880703 (value 28992741; 0.01% of shares outstanding; change -0.08)
Holder of SBCF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5880866 (value 196950212; 0.06% of shares outstanding; change 0.00)
Holder of SBCF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2270474 (value 76038178; 0.02% of shares outstanding; change 0.02)
Holder of SBCF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 842360 (value 28210637; 0.01% of shares outstanding; change 0.02)
Holder of SBCF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 885601 (value 29658778; 0.01% of shares outstanding; change -0.01)
Holder of SBCF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1251271 (value 41905067; 0.01% of shares outstanding; change 0.42)
Holder of SBET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2118480 (value 12943913; 0.01% of shares outstanding; change 0.17)
Holder of SBET: -YieldMax Crypto Industry & Tech Portfolio Option Income ETF
Shares held as of 2026-01-31: 364930 (value 1850231; 0.00% of shares outstanding; change -0.29)
Holder of SBET: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 959340 (value 5573765; 0.00% of shares outstanding; change 0.18)
Holder of SBET: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 1972600 (value 11460805; 0.01% of shares outstanding; change -0.04)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1047227 (value 5435108; 0.01% of shares outstanding; change 0.02)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 303583 (value 1575595; 0.00% of shares outstanding; change 0.05)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 367449 (value 1907060; 0.00% of shares outstanding; change 0.00)
Holder of SBET: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-03-31: 1529700 (value 9346467; 0.01% of shares outstanding; change 0.00)
Holder of SBET: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 6712672 (value 41014426; 0.03% of shares outstanding; change -0.05)
Holder of SBET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2197136 (value 12765360; 0.01% of shares outstanding; change 0.04)
Holder of SBET: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 260173 (value 1589657; 0.00% of shares outstanding; change 0.02)
Holder of SBET: -YieldMax Crypto Industry & Tech Portfolio Option Income ETF
Shares held as of 2026-04-30: 354542 (value 2059888; 0.00% of shares outstanding; change -0.03)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1043416 (value 5290223; 0.01% of shares outstanding; change 0.00)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 303583 (value 1539196; 0.00% of shares outstanding; change 0.00)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 367449 (value 1863003; 0.00% of shares outstanding; change 0.00)
Holder of SBET: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-04-30: 289587 (value 1468234; 0.00% of shares outstanding; change -0.81)
Holder of SBET: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-04-30: 1076880 (value 5459889; 0.01% of shares outstanding; change -0.84)
Holder of SBET: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 262864 (value 1332746; 0.00% of shares outstanding; change 0.01)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1019919 (value 5925729; 0.01% of shares outstanding; change -0.02)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 298897 (value 1736591; 0.00% of shares outstanding; change -0.02)
Holder of SBET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 367449 (value 2134878; 0.00% of shares outstanding; change 0.00)
Holder of SBET: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-05-31: 768480 (value 4464868; 0.00% of shares outstanding; change -0.29)
Holder of SBET: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 263531 (value 1492903; 0.00% of shares outstanding; change 0.00)
Holder of SBET: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 356608 (value 2071892; 0.00% of shares outstanding; change 1.00)
Holder of SBET: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-06-30: 577361 (value 3354467; 0.00% of shares outstanding; change 1.00)
Holder of SBEV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 10934 (value 1874; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 54213 (value 13553; 0.00% of shares outstanding; change 1.20)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1408 (value 352; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1032 (value 258; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 10934 (value 1023; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 54213 (value 9313; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1408 (value 241; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1032 (value 177; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 54213 (value 5074; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1408 (value 131; 0.00% of shares outstanding; change 0.00)
Holder of SBEV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1032 (value 96; 0.00% of shares outstanding; change 0.00)
Holder of SBFG: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 46021 (value 1022586; 0.01% of shares outstanding; change 0.00)
Holder of SBFG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 68071 (value 1470333; 0.01% of shares outstanding; change 0.00)
Holder of SBFG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 225384 (value 4868294; 0.04% of shares outstanding; change 0.00)
Holder of SBFG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 67509 (value 1571947; 0.01% of shares outstanding; change 0.00)
Holder of SBFG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 59576 (value 1387227; 0.01% of shares outstanding; change 0.00)
Holder of SBFG: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 35490 (value 909253; 0.01% of shares outstanding; change 0.00)
Holder of SBFG: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 46021 (value 1179058; 0.01% of shares outstanding; change 0.00)
Holder of SBFG: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 257156 (value 5714006; 0.04% of shares outstanding; change 0.00)
Holder of SBFG: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 188779 (value 4194669; 0.03% of shares outstanding; change 0.00)
Holder of SBFG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 68071 (value 1743979; 0.01% of shares outstanding; change 0.00)
Holder of SBFG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 225384 (value 5774338; 0.04% of shares outstanding; change 0.00)
Holder of SBFG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 116102 (value 2507803; 0.02% of shares outstanding; change 0.02)
Holder of SBFG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 49924 (value 1078358; 0.01% of shares outstanding; change 0.00)
Holder of SBFG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 71386 (value 1828909; 0.01% of shares outstanding; change 0.06)
Holder of SBFG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 56842 (value 1456292; 0.01% of shares outstanding; change -0.05)
Holder of SBFG: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 257156 (value 5987877; 0.04% of shares outstanding; change 0.00)
Holder of SBFG: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 188779 (value 4395718; 0.03% of shares outstanding; change 0.00)
Holder of SBFG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 111562 (value 2597721; 0.02% of shares outstanding; change -0.04)
Holder of SBFG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 49354 (value 1149207; 0.01% of shares outstanding; change -0.01)
Holder of SBFG: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 257156 (value 6588336; 0.04% of shares outstanding; change 0.00)
Holder of SBFG: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 188779 (value 4836518; 0.03% of shares outstanding; change 0.00)
Holder of SBFG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 112622 (value 2885375; 0.02% of shares outstanding; change 0.01)
Holder of SBFG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 49772 (value 1275158; 0.01% of shares outstanding; change 0.01)
Holder of SBFM: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-08-31: 11 (value 18; 0.00% of shares outstanding; change -0.95)
Holder of SBGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 428464 (value 5925657; 0.01% of shares outstanding; change 0.03)
Holder of SBGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 886818 (value 12264692; 0.02% of shares outstanding; change 0.02)
Holder of SBGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 570947 (value 7896196; 0.01% of shares outstanding; change 0.03)
Holder of SBGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1211210 (value 16751034; 0.03% of shares outstanding; change 0.08)
Holder of SBGI: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-01-31: 265709 (value 3637556; 0.01% of shares outstanding; change 0.30)
Holder of SBGI: World Funds Trust-Applied Finance Explorer Fund
Shares held as of 2026-01-31: 314556 (value 4350309; 0.01% of shares outstanding; change -0.06)
Holder of SBGI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 379693 (value 5197997; 0.01% of shares outstanding; change 0.01)
Holder of SBGI: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1360124 (value 18348072; 0.03% of shares outstanding; change 0.33)
Holder of SBGI: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 1175000 (value 15850749; 0.02% of shares outstanding; change 0.01)
Holder of SBGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 440097 (value 5936908; 0.01% of shares outstanding; change 0.03)
Holder of SBGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 895672 (value 12082615; 0.02% of shares outstanding; change 0.01)
Holder of SBGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 573124 (value 7731442; 0.01% of shares outstanding; change 0.00)
Holder of SBGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1211210 (value 16339222; 0.03% of shares outstanding; change 0.00)
Holder of SBGI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 946422 (value 13089016; 0.02% of shares outstanding; change -0.01)
Holder of SBGI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 332072 (value 4592555; 0.01% of shares outstanding; change -0.02)
Holder of SBGI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 383812 (value 5177623; 0.01% of shares outstanding; change 0.01)
Holder of SBGI: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 251707 (value 3478590; 0.01% of shares outstanding; change 0.00)
Holder of SBGI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 925508 (value 12670204; 0.02% of shares outstanding; change -0.02)