speb/financial-data huggingface dataset:
Holder of LSF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12580 (value 57616; 0.00% of shares outstanding; change 0.00)
Holder of LSF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 14478 (value 66309; 0.00% of shares outstanding; change 0.00)
Holder of LSF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 23274 (value 106594; 0.00% of shares outstanding; change 0.01)
Holder of LSF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 52065 (value 218672; 0.00% of shares outstanding; change -0.05)
Holder of LSF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12580 (value 52835; 0.00% of shares outstanding; change 0.00)
Holder of LSF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 14478 (value 60807; 0.00% of shares outstanding; change 0.00)
Holder of LSF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 22970 (value 96473; 0.00% of shares outstanding; change -0.01)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 151300 (value 91945; 0.00% of shares outstanding; change 1.42)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4608 (value 2800; 0.00% of shares outstanding; change 0.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12885 (value 7830; 0.00% of shares outstanding; change 2.81)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1061 (value 644; 0.00% of shares outstanding; change 0.00)
Holder of LSH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 295675 (value 104432; 0.01% of shares outstanding; change 1.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 150749 (value 70897; 0.00% of shares outstanding; change 0.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4608 (value 2167; 0.00% of shares outstanding; change 0.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12885 (value 6059; 0.00% of shares outstanding; change 0.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1061 (value 498; 0.00% of shares outstanding; change 0.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 150749 (value 53244; 0.00% of shares outstanding; change 0.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4608 (value 1627; 0.00% of shares outstanding; change 0.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12885 (value 4550; 0.00% of shares outstanding; change 0.00)
Holder of LSH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1061 (value 374; 0.00% of shares outstanding; change 0.00)
Holder of LSL.L: Artisan Partners Funds Inc.-Artisan International Explorer Fund
Shares held as of 2025-12-31: 898128 (value 199384416; 0.01% of shares outstanding; change 0.07)
Holder of LSL.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 225639 (value 46707273; 0.00% of shares outstanding; change 0.40)
Holder of LSL.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 315917 (value 65394819; 0.00% of shares outstanding; change 0.00)
Holder of LSL.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 4279487 (value 885853809; 0.04% of shares outstanding; change 0.00)
Holder of LSL.L: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 605363 (value 125310141; 0.01% of shares outstanding; change -0.11)
Holder of LSL.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1177252 (value 243691164; 0.01% of shares outstanding; change 0.00)
Holder of LSL.L: Artisan Partners Funds Inc.-Artisan International Explorer Fund
Shares held as of 2026-03-31: 930981 (value 226228383; 0.01% of shares outstanding; change 0.04)
Holder of LSL.L: Clearwater Investment Trust-CLEARWATER INTERNATIONAL FUND
Shares held as of 2026-03-31: 343239 (value 83407077; 0.00% of shares outstanding; change 0.00)
Holder of LSL.L: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 7160845 (value 1740085335; 0.07% of shares outstanding; change 0.00)
Holder of LSL.L: HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd.
Shares held as of 2026-03-31: 1777704 (value 431982072; 0.02% of shares outstanding; change -0.07)
Holder of LSL.L: PACIFIC SELECT FUND-International Small-Cap Portfolio
Shares held as of 2026-03-31: 241104 (value 58588272; 0.00% of shares outstanding; change 0.00)
Holder of LSL.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 233944 (value 56848392; 0.00% of shares outstanding; change 0.04)
Holder of LSL.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 352540 (value 85667220; 0.00% of shares outstanding; change 0.12)
Holder of LSL.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 4279487 (value 1039915341; 0.04% of shares outstanding; change 0.00)
Holder of LSL.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1172115 (value 284823945; 0.01% of shares outstanding; change 0.00)
Holder of LSL.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-04-30: 205238 (value 49872834; 0.00% of shares outstanding; change 0.00)
Holder of LSPD: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 2382799 (value 23065495; 0.02% of shares outstanding; change 0.25)
Holder of LSPD: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1153350 (value 10656953; 0.01% of shares outstanding; change -0.01)
Holder of LSPD: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 529415 (value 4812382; 0.00% of shares outstanding; change 0.00)
Holder of LSPD: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 481924 (value 4380689; 0.00% of shares outstanding; change 0.00)
Holder of LSPD: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 273493 (value 2486051; 0.00% of shares outstanding; change -0.10)
Holder of LSPD: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 453846 (value 4125460; 0.00% of shares outstanding; change 0.04)
Holder of LSPD: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1849322 (value 16810337; 0.01% of shares outstanding; change 0.00)
Holder of LSPD: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 261883 (value 2595260; 0.00% of shares outstanding; change -0.01)
Holder of LSPD: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 2442699 (value 24207146; 0.02% of shares outstanding; change 0.03)
Holder of LSPD: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1191630 (value 11809053; 0.01% of shares outstanding; change 0.03)
Holder of LSPD: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-03-31: 304731 (value 2949796; 0.00% of shares outstanding; change -0.02)
Holder of LSPD: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 273296 (value 2708363; 0.00% of shares outstanding; change -0.48)
Holder of LSPD: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 638892 (value 6331419; 0.00% of shares outstanding; change 0.33)
Holder of LSPD: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 317366 (value 3145097; 0.00% of shares outstanding; change 0.78)
Holder of LSPD: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 454627 (value 4505353; 0.00% of shares outstanding; change 0.00)
Holder of LSPD: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1849322 (value 18326780; 0.01% of shares outstanding; change 0.00)
Holder of LSPD: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 304731 (value 3019884; 0.00% of shares outstanding; change 0.00)
Holder of LSPD: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-04-30: 612372 (value 5566461; 0.00% of shares outstanding; change 0.10)
Holder of LSPD: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-05-31: 726752 (value 7202112; 0.01% of shares outstanding; change 0.19)
Holder of LSPD.TO: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 2382799 (value 32572862; 0.02% of shares outstanding; change 0.25)
Holder of LSPD.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1153350 (value 15766294; 0.01% of shares outstanding; change -0.01)
Holder of LSPD.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 529415 (value 6797688; 0.00% of shares outstanding; change 0.00)
Holder of LSPD.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 481924 (value 6187904; 0.00% of shares outstanding; change 0.00)
Holder of LSPD.TO: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 273493 (value 3511650; 0.00% of shares outstanding; change -0.10)
Holder of LSPD.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 453846 (value 5827382; 0.00% of shares outstanding; change 0.04)
Holder of LSPD.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1849322 (value 23745294; 0.01% of shares outstanding; change 0.00)
Holder of LSPD.TO: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 261883 (value 3658505; 0.00% of shares outstanding; change -0.01)
Holder of LSPD.TO: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 2442699 (value 34124505; 0.02% of shares outstanding; change 0.03)
Holder of LSPD.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1191630 (value 16647071; 0.01% of shares outstanding; change 0.03)
Holder of LSPD.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 273296 (value 3817945; 0.00% of shares outstanding; change -0.48)
Holder of LSPD.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 638892 (value 8925321; 0.00% of shares outstanding; change 0.33)
Holder of LSPD.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 317366 (value 4433603; 0.00% of shares outstanding; change 0.78)
Holder of LSPD.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 454627 (value 6351139; 0.00% of shares outstanding; change 0.00)
Holder of LSPD.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1849322 (value 25835028; 0.01% of shares outstanding; change 0.00)
Holder of LSPD.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 304731 (value 4257092; 0.00% of shares outstanding; change 0.00)
Holder of LSPD.TO: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-04-30: 612372 (value 7862856; 0.00% of shares outstanding; change 0.10)
Holder of LSPD.TO: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-05-31: 726752 (value 10152725; 0.01% of shares outstanding; change 0.19)
Holder of LSTA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 48225 (value 156731; 0.01% of shares outstanding; change 0.00)
Holder of LSTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 191371 (value 621955; 0.02% of shares outstanding; change 0.00)
Holder of LSTA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2185 (value 7581; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Dimensional ETF Trust-Dimensional US Equity Market ETF
Shares held as of 2026-01-31: 3851 (value 13362; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 100 (value 347; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 39145 (value 131135; 0.00% of shares outstanding; change -0.05)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2010 (value 6733; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10373 (value 34749; 0.00% of shares outstanding; change 0.12)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4379 (value 14669; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional U.S. Core Eqy. 2 Fd
Shares held as of 2026-03-31: 100 (value 166; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 80444 (value 134341; 0.01% of shares outstanding; change 0.67)
Holder of LSTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 191371 (value 319589; 0.02% of shares outstanding; change 0.00)
Holder of LSTA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2185 (value 3648; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 8 (value 13; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-04-30: 100 (value 166; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39003 (value 135340; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2010 (value 6974; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10373 (value 35994; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4379 (value 15195; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 39003 (value 65135; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2010 (value 3356; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10373 (value 17322; 0.00% of shares outstanding; change 0.00)
Holder of LSTA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4379 (value 7312; 0.00% of shares outstanding; change 0.00)
Holder of LSTR: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 301124 (value 62302553; 0.01% of shares outstanding; change 0.37)
Holder of LSTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 369942 (value 76540997; 0.01% of shares outstanding; change 0.00)
Holder of LSTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 779471 (value 161272545; 0.02% of shares outstanding; change -0.05)
Holder of LSTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1093747 (value 226296247; 0.03% of shares outstanding; change 0.00)
Holder of LSTR: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 810000 (value 167588995; 0.02% of shares outstanding; change -0.33)
Holder of LSTR: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 500732 (value 103601447; 0.01% of shares outstanding; change -0.12)
Holder of LSTR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 692521 (value 155311687; 0.02% of shares outstanding; change -0.08)
Holder of LSTR: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 372863 (value 74677001; 0.01% of shares outstanding; change 0.24)
Holder of LSTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 380009 (value 76108202; 0.01% of shares outstanding; change 0.03)
Holder of LSTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 785371 (value 157294102; 0.02% of shares outstanding; change 0.01)
Holder of LSTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1080921 (value 216486856; 0.03% of shares outstanding; change -0.01)
Holder of LSTR: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 780000 (value 156218399; 0.02% of shares outstanding; change -0.04)
Holder of LSTR: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 472732 (value 94678764; 0.01% of shares outstanding; change -0.06)
Holder of LSTR: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 721647 (value 157362343; 0.02% of shares outstanding; change -0.14)
Holder of LSTR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 692521 (value 144750742; 0.02% of shares outstanding; change 0.00)
Holder of LSTR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 257674 (value 57788549; 0.01% of shares outstanding; change 0.00)
Holder of LSTR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1150456 (value 240468318; 0.03% of shares outstanding; change 0.02)
Holder of LSTR: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 742891 (value 148786208; 0.02% of shares outstanding; change 0.03)
Holder of LSTR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 692521 (value 138698105; 0.02% of shares outstanding; change 0.00)
Holder of LSTR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 255157 (value 53119859; 0.01% of shares outstanding; change -0.01)
Holder of LSTR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1155404 (value 231404311; 0.03% of shares outstanding; change 0.00)
Holder of LSTR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 261038 (value 52280690; 0.01% of shares outstanding; change 0.02)
Holder of LTBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 351818 (value 4038870; 0.01% of shares outstanding; change 0.25)
Holder of LTBR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 966158 (value 11091493; 0.03% of shares outstanding; change 0.25)
Holder of LTBR: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 278540 (value 2771472; 0.01% of shares outstanding; change -0.14)
Holder of LTBR: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 565416 (value 4240620; 0.02% of shares outstanding; change -0.05)
Holder of LTBR: EXCHANGE TRADED CONCEPTS TRUST-Range Nuclear Renaissance Index ETF
Shares held as of 2026-02-28: 864800 (value 6486000; 0.02% of shares outstanding; change 0.04)
Holder of LTBR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 263156 (value 2618402; 0.01% of shares outstanding; change 0.01)
Holder of LTBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 176251 (value 1659403; 0.01% of shares outstanding; change 0.03)
Holder of LTBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 372198 (value 2791485; 0.01% of shares outstanding; change 0.06)
Holder of LTBR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 966158 (value 7246185; 0.03% of shares outstanding; change 0.00)
Holder of LTBR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 710104 (value 8151993; 0.02% of shares outstanding; change 0.09)
Holder of LTBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 175610 (value 1747319; 0.01% of shares outstanding; change 0.00)
Holder of LTBR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 290096 (value 2175720; 0.01% of shares outstanding; change 0.10)
Holder of LTBR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 1995933 (value 18761769; 0.06% of shares outstanding; change 0.10)
Holder of LTBR: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 224240 (value 1681800; 0.01% of shares outstanding; change -0.19)
Holder of LTBR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 682410 (value 6789979; 0.02% of shares outstanding; change -0.04)
Holder of LTBR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 238647 (value 2374537; 0.01% of shares outstanding; change 0.00)
Holder of LTBR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 168317 (value 1262377; 0.00% of shares outstanding; change -0.04)
Holder of LTBR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 1887935 (value 15830335; 0.05% of shares outstanding; change -0.05)
Holder of LTBR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 707534 (value 5306505; 0.02% of shares outstanding; change 0.04)
Holder of LTBR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 236183 (value 1771372; 0.01% of shares outstanding; change -0.01)
Holder of LTBR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 2195636 (value 16467270; 0.06% of shares outstanding; change 0.16)
Holder of LTC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 514782 (value 19257994; 0.01% of shares outstanding; change 0.05)
Holder of LTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1082087 (value 40480874; 0.02% of shares outstanding; change -0.01)
Holder of LTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 696682 (value 26062873; 0.01% of shares outstanding; change 0.00)
Holder of LTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1495910 (value 55961992; 0.03% of shares outstanding; change 0.05)
Holder of LTC: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-01-31: 569461 (value 20973249; 0.01% of shares outstanding; change -0.23)
Holder of LTC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1721150 (value 62839183; 0.03% of shares outstanding; change 0.01)
Holder of LTC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 453242 (value 16547864; 0.01% of shares outstanding; change 0.01)
Holder of LTC: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 710000 (value 26561099; 0.01% of shares outstanding; change 0.26)
Holder of LTC: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 710000 (value 29947800; 0.01% of shares outstanding; change 0.26)
Holder of LTC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 530324 (value 22369066; 0.01% of shares outstanding; change 0.03)
Holder of LTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1117847 (value 47150786; 0.02% of shares outstanding; change 0.03)
Holder of LTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 712169 (value 30039288; 0.01% of shares outstanding; change 0.02)
Holder of LTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1495910 (value 63097484; 0.03% of shares outstanding; change 0.00)
Holder of LTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1144337 (value 42809646; 0.02% of shares outstanding; change 0.04)
Holder of LTC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 474956 (value 20033644; 0.01% of shares outstanding; change 0.05)
Holder of LTC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1767857 (value 74568208; 0.03% of shares outstanding; change 0.03)
Holder of LTC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2903232 (value 105996995; 0.06% of shares outstanding; change 0.02)
Holder of LTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1099618 (value 40147051; 0.02% of shares outstanding; change -0.04)
Holder of LTC: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-05-31: 617178 (value 23958849; 0.01% of shares outstanding; change -0.02)
Holder of LTC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2885902 (value 121727347; 0.06% of shares outstanding; change -0.01)
Holder of LTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1128556 (value 47602492; 0.02% of shares outstanding; change 0.03)
Holder of LTC: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-06-30: 639784 (value 26986089; 0.01% of shares outstanding; change 0.04)
Holder of LTEC.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1394675 (value 149369690; 0.01% of shares outstanding; change 0.02)
Holder of LTEC.DE: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-01-31: 337856 (value 36184377; 0.00% of shares outstanding; change 1.00)
Holder of LTEC.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 367580 (value 39367817; 0.00% of shares outstanding; change 0.01)
Holder of LTEC.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 326078 (value 34922953; 0.00% of shares outstanding; change 0.02)
Holder of LTEC.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2161133 (value 231457341; 0.01% of shares outstanding; change 0.01)
Holder of LTEC.DE: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 310734 (value 28668319; 0.00% of shares outstanding; change 0.01)
Holder of LTEC.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 562074 (value 60198124; 0.00% of shares outstanding; change 0.01)
Holder of LTEC.DE: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 273891 (value 29333725; 0.00% of shares outstanding; change -0.02)
Holder of LTEC.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1426994 (value 131654469; 0.01% of shares outstanding; change 0.02)
Holder of LTEC.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 298278 (value 27519128; 0.00% of shares outstanding; change 0.19)
Holder of LTEC.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 358865 (value 33108885; 0.00% of shares outstanding; change -0.02)
Holder of LTEC.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 340591 (value 31422926; 0.00% of shares outstanding; change 0.04)
Holder of LTEC.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2158090 (value 199105388; 0.01% of shares outstanding; change 0.00)
Holder of LTEC.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1081506 (value 115829290; 0.01% of shares outstanding; change 0.01)
Holder of LTEC.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 533321 (value 57118678; 0.00% of shares outstanding; change 0.01)
Holder of LTEC.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 574787 (value 53029849; 0.00% of shares outstanding; change 0.01)
Holder of LTEC.DE: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 293151 (value 27046111; 0.00% of shares outstanding; change 0.01)
Holder of LTEC.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1085963 (value 100190948; 0.01% of shares outstanding; change 0.00)
Holder of LTEC.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 533321 (value 49204196; 0.00% of shares outstanding; change 0.00)
Holder of LTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1640253 (value 54259572; 0.01% of shares outstanding; change 0.01)
Holder of LTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1691307 (value 55948438; 0.01% of shares outstanding; change -0.03)
Holder of LTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3001077 (value 99275632; 0.01% of shares outstanding; change -0.04)
Holder of LTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4181288 (value 138317014; 0.02% of shares outstanding; change 0.00)
Holder of LTH: Vanguard Explorer Fund
Shares held as of 2026-01-31: 3521164 (value 131445058; 0.02% of shares outstanding; change 0.13)
Holder of LTH: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1681258 (value 54455945; 0.01% of shares outstanding; change -0.16)
Holder of LTH: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 1683443 (value 62842930; 0.01% of shares outstanding; change -0.02)
Holder of LTH: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2338476 (value 98987693; 0.01% of shares outstanding; change 0.48)
Holder of LTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1695796 (value 71783047; 0.01% of shares outstanding; change 0.03)
Holder of LTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1715686 (value 72624991; 0.01% of shares outstanding; change 0.01)
Holder of LTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3068414 (value 129885970; 0.01% of shares outstanding; change 0.02)
Holder of LTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4221972 (value 178716082; 0.02% of shares outstanding; change 0.01)
Holder of LTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3694988 (value 122230209; 0.02% of shares outstanding; change 0.01)
Holder of LTH: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 1683443 (value 71260145; 0.01% of shares outstanding; change 0.00)
Holder of LTH: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1700432 (value 71979289; 0.01% of shares outstanding; change -0.01)
Holder of LTH: Vanguard Explorer Fund
Shares held as of 2026-04-30: 3609039 (value 152770627; 0.02% of shares outstanding; change 0.03)
Holder of LTH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9272618 (value 346146846; 0.04% of shares outstanding; change 0.01)
Holder of LTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3550389 (value 132536027; 0.02% of shares outstanding; change -0.04)
Holder of LTH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 9230996 (value 390748077; 0.04% of shares outstanding; change 0.00)
Holder of LTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3603841 (value 152550596; 0.02% of shares outstanding; change 0.02)
Holder of LTH.V: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2025-12-31: 409350 (value 421630; 0.00% of shares outstanding; change 0.04)
Holder of LTH.V: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2026-03-31: 461081 (value 308924; 0.00% of shares outstanding; change 0.13)
Holder of LTH.V: Themes ETF Trust-Themes Lithium & Battery Metal Miners ETF
Shares held as of 2026-03-31: 11054 (value 7406; 0.00% of shares outstanding; change 6.37)
Holder of LTM: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2025-12-31: 151613 (value 8138585; 0.00% of shares outstanding; change 0.99)
Holder of LTM: DEUTSCHE DWS INTERNATIONAL FUND, INC.-DWS Latin America Equity Fund
Shares held as of 2026-01-31: 122067 (value 6802793; 0.00% of shares outstanding; change 0.01)
Holder of LTM: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-01-31: 50084 (value 2791181; 0.00% of shares outstanding; change 0.40)
Holder of LTM: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 54702 (value 3048542; 0.00% of shares outstanding; change 0.26)
Holder of LTM: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 143144 (value 7977415; 0.00% of shares outstanding; change -0.55)
Holder of LTM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 309298 (value 17237177; 0.00% of shares outstanding; change -0.12)
Holder of LTM: -AB Emerging Markets Opportunities ETF
Shares held as of 2026-03-31: 709166 (value 37763089; 0.00% of shares outstanding; change 0.22)
Holder of LTM: Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF
Shares held as of 2026-03-31: 228990 (value 11483848; 0.00% of shares outstanding; change 3.10)
Holder of LTM: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2026-03-31: 136140 (value 6827421; 0.00% of shares outstanding; change -0.10)
Holder of LTM: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 3402297174 (value 182635313338; 0.00% of shares outstanding; change 1.00)
Holder of LTM: -AB Emerging Markets Opportunities ETF
Shares held as of 2026-04-30: 897432 (value 50013884; 0.00% of shares outstanding; change 0.27)
Holder of LTM: Ashmore Funds-Ashmore Emerging Markets Equity Fund
Shares held as of 2026-04-30: 57100 (value 3001176; 0.00% of shares outstanding; change 1.00)
Holder of LTM: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-04-30: 55696 (value 2927381; 0.00% of shares outstanding; change 0.02)
Holder of LTM: First TRT Exch-Trd Fd. II-First TRT Intl Eqy. Opportunities ETF
Shares held as of 2026-04-30: 54880 (value 2922360; 0.00% of shares outstanding; change 0.04)
Holder of LTM: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 210300 (value 10546545; 0.00% of shares outstanding; change 0.47)
Holder of LTM: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 57211 (value 3007010; 0.00% of shares outstanding; change 0.19)
Holder of LTM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 404327 (value 20276999; 0.00% of shares outstanding; change 0.31)
Holder of LTM: WILLIAM BLAIR FUNDS-William Blair Emerging Markets Growth Fund
Shares held as of 2026-04-30: 80170 (value 4269052; 0.00% of shares outstanding; change 0.00)
Holder of LTM: -AB Emerging Markets Opportunities ETF
Shares held as of 2026-05-31: 908572 (value 45564887; 0.00% of shares outstanding; change 0.01)
Holder of LTM: First TRT Exch-Trd Fd. II-First TRT Intl Eqy. Opportunities ETF
Shares held as of 2026-05-31: 57985 (value 3047691; 0.00% of shares outstanding; change 0.06)
Holder of LTM: WILLIAM BLAIR FUNDS-William Blair Emerging Markets Growth Fund
Shares held as of 2026-05-31: 79519 (value 3987877; 0.00% of shares outstanding; change -0.01)
Holder of LTM: First TRT Exch-Trd Fd. II-First TRT Intl Eqy. Opportunities ETF
Shares held as of 2026-06-30: 69367 (value 3478755; 0.00% of shares outstanding; change 0.20)
Holder of LTM: WisdomTree TRT-WisdomTree Emerging Markets Quality Dividend Growth Fd.
Shares held as of 2026-06-30: 6462765 (value 324107674; 0.02% of shares outstanding; change 1.00)
Holder of LTM: WisdomTree TRT-WisdomTree Emerging Markets ex-State-Owned Enterprises 
Shares held as of 2026-06-30: 52448778 (value 2630306296; 0.18% of shares outstanding; change 1.00)
Holder of LTM: WisdomTree Trust-WisdomTree True Emerging Markets Fund
Shares held as of 2026-06-30: 7762003 (value 389264462; 0.03% of shares outstanding; change 1.00)
Holder of LTR.AX: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 4680486 (value 11701215; 0.00% of shares outstanding; change 0.71)
Holder of LTR.AX: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2025-12-31: 3992875 (value 9982187; 0.00% of shares outstanding; change 0.06)
Holder of LTR.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 23303501 (value 58258752; 0.01% of shares outstanding; change 0.32)
Holder of LTR.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 9038625 (value 16992614; 0.00% of shares outstanding; change 0.31)
Holder of LTR.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 35849068 (value 67396247; 0.01% of shares outstanding; change 0.29)
Holder of LTR.AX: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 5189466 (value 6149516; 0.00% of shares outstanding; change 0.27)
Holder of LTR.AX: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 8380281 (value 9930632; 0.00% of shares outstanding; change 0.79)
Holder of LTR.AX: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2026-03-31: 3874990 (value 4591862; 0.00% of shares outstanding; change -0.03)
Holder of LTR.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 18209424 (value 21578166; 0.01% of shares outstanding; change -0.22)
Holder of LTR.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-04-30: 11035609 (value 25161188; 0.00% of shares outstanding; change -0.11)
Holder of LTR.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 7006949 (value 8303234; 0.00% of shares outstanding; change -0.22)
Holder of LTR.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 27682322 (value 32803549; 0.01% of shares outstanding; change -0.23)
Holder of LTR.AX: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-04-30: 107731498 (value 269328745; 0.03% of shares outstanding; change -0.02)
Holder of LTR.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 13770049 (value 25887692; 0.00% of shares outstanding; change 0.01)
Holder of LTR.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 7535386 (value 14166525; 0.00% of shares outstanding; change 0.00)
Holder of LTR.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 12000057 (value 15960076; 0.00% of shares outstanding; change -0.08)
Holder of LTR.AX: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-05-31: 114253564 (value 151957245; 0.04% of shares outstanding; change 0.06)
Holder of LTR.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 15178346 (value 17986339; 0.00% of shares outstanding; change 0.10)
Holder of LTR.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 8390217 (value 9942406; 0.00% of shares outstanding; change 0.11)
Holder of LTR.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 10609062 (value 12571737; 0.00% of shares outstanding; change -0.12)
Holder of LTR.AX: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-06-30: 86166516 (value 102107316; 0.03% of shares outstanding; change -0.25)
Holder of LTR.DE: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 1622004 (value 168201809; 0.01% of shares outstanding; change -0.02)
Holder of LTR.DE: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 1954000 (value 202629794; 0.01% of shares outstanding; change 0.02)
Holder of LTR.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4293954 (value 445283016; 0.02% of shares outstanding; change 0.01)
Holder of LTR.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3559824 (value 369153737; 0.02% of shares outstanding; change -0.01)
Holder of LTR.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5224041 (value 541733035; 0.03% of shares outstanding; change 0.00)
Holder of LTR.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 2186950 (value 221538041; 0.01% of shares outstanding; change 0.00)
Holder of LTR.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 2222850 (value 230509538; 0.01% of shares outstanding; change 0.02)
Holder of LTR.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2162235 (value 224223762; 0.01% of shares outstanding; change 0.00)
Holder of LTR.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1543957 (value 156402848; 0.01% of shares outstanding; change 0.00)
Holder of LTR.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2226786 (value 230917701; 0.01% of shares outstanding; change 0.02)
Holder of LTR.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1684431 (value 174675489; 0.01% of shares outstanding; change 0.09)
Holder of LTR.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2039426 (value 211488469; 0.01% of shares outstanding; change -0.01)
Holder of LTRN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 81444 (value 292383; 0.01% of shares outstanding; change 0.00)
Holder of LTRN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 250635 (value 899779; 0.02% of shares outstanding; change 0.00)
Holder of LTRN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 12797 (value 49652; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 10400 (value 40352; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 60431 (value 216947; 0.01% of shares outstanding; change 0.32)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6838 (value 24548; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11259 (value 40419; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 15273 (value 54830; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Listed Funds Trust-Horizon Kinetics Medical ETF
Shares held as of 2026-03-31: 26373 (value 72525; 0.00% of shares outstanding; change -0.04)
Holder of LTRN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 81444 (value 223971; 0.01% of shares outstanding; change 0.00)
Holder of LTRN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 250635 (value 689246; 0.02% of shares outstanding; change 0.00)
Holder of LTRN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 21373 (value 76729; 0.00% of shares outstanding; change -0.01)
Holder of LTRN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 8535 (value 23471; 0.00% of shares outstanding; change -0.33)
Holder of LTRN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 9704 (value 26686; 0.00% of shares outstanding; change -0.07)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 60211 (value 233618; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6838 (value 26531; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11259 (value 43684; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 15273 (value 59259; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 21514 (value 83474; 0.00% of shares outstanding; change 0.01)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 47619 (value 130952; 0.00% of shares outstanding; change -0.21)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6838 (value 18804; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 11259 (value 30962; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 15273 (value 42000; 0.00% of shares outstanding; change 0.00)
Holder of LTRN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 21232 (value 58388; 0.00% of shares outstanding; change -0.01)
Holder of LTRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 350576 (value 2646848; 0.01% of shares outstanding; change 0.05)
Holder of LTRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 919404 (value 6941500; 0.02% of shares outstanding; change 0.00)