speb/financial-data huggingface dataset:
Holder of RDNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 894893 (value 55098561; 0.01% of shares outstanding; change 0.01)
Holder of RDNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1600852 (value 98564457; 0.02% of shares outstanding; change 0.02)
Holder of RDNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2210687 (value 136111997; 0.03% of shares outstanding; change 0.01)
Holder of RDNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1670154 (value 92743649; 0.02% of shares outstanding; change 0.00)
Holder of RDNT: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 738220 (value 40993355; 0.01% of shares outstanding; change 0.00)
Holder of RDNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3513849 (value 188834251; 0.04% of shares outstanding; change 0.00)
Holder of RDNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1604778 (value 86240772; 0.02% of shares outstanding; change -0.04)
Holder of RDNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3513849 (value 216347681; 0.04% of shares outstanding; change 0.00)
Holder of RDNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1635242 (value 100681849; 0.02% of shares outstanding; change 0.02)
Holder of RDNW: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 29831 (value 240736; 0.00% of shares outstanding; change -0.07)
Holder of RDNW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 253705 (value 2047399; 0.01% of shares outstanding; change 0.00)
Holder of RDNW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 430923 (value 3477548; 0.01% of shares outstanding; change 0.00)
Holder of RDNW: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 9089 (value 73348; 0.00% of shares outstanding; change 1.00)
Holder of RDNW: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 6343 (value 47762; 0.00% of shares outstanding; change -0.40)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 127847 (value 933283; 0.00% of shares outstanding; change 0.03)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16842 (value 122946; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 36092 (value 263471; 0.00% of shares outstanding; change 0.07)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 43413 (value 316914; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2026-03-31: 29831 (value 190918; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 254705 (value 1630112; 0.01% of shares outstanding; change 0.00)
Holder of RDNW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 436423 (value 2793107; 0.01% of shares outstanding; change 0.01)
Holder of RDNW: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 9089 (value 58169; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 56544 (value 412771; 0.00% of shares outstanding; change -0.03)
Holder of RDNW: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 10317 (value 75314; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 127382 (value 959186; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 19943 (value 150170; 0.00% of shares outstanding; change 0.18)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 36092 (value 271772; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 43413 (value 326899; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: Innovator ETFs Trust-Innovator U.S. Small Cap Managed Floor ETF
Shares held as of 2026-04-30: 4693 (value 27876; 0.00% of shares outstanding; change 0.38)
Holder of RDNW: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 56916 (value 428577; 0.00% of shares outstanding; change 0.01)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 122814 (value 786009; 0.00% of shares outstanding; change -0.04)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 19943 (value 127635; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 36092 (value 230988; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 43413 (value 277843; 0.00% of shares outstanding; change 0.00)
Holder of RDNW: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 58132 (value 372044; 0.00% of shares outstanding; change 0.02)
Holder of RDNW: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 7209 (value 46137; 0.00% of shares outstanding; change 1.00)
Holder of RDVT: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 100300 (value 5701052; 0.01% of shares outstanding; change 0.00)
Holder of RDVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 142053 (value 8074292; 0.01% of shares outstanding; change -0.02)
Holder of RDVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 351075 (value 19955103; 0.02% of shares outstanding; change 0.03)
Holder of RDVT: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 292759 (value 16131020; 0.02% of shares outstanding; change 0.21)
Holder of RDVT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 110115 (value 6067336; 0.01% of shares outstanding; change 0.01)
Holder of RDVT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 280705 (value 17083706; 0.02% of shares outstanding; change 0.03)
Holder of RDVT: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Small Company Fd.
Shares held as of 2026-03-31: 95263 (value 5797706; 0.01% of shares outstanding; change -0.18)
Holder of RDVT: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 100300 (value 6104258; 0.01% of shares outstanding; change 0.00)
Holder of RDVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 148429 (value 9033389; 0.01% of shares outstanding; change 0.04)
Holder of RDVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 351075 (value 21366424; 0.02% of shares outstanding; change 0.00)
Holder of RDVT: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 423997 (value 25804457; 0.03% of shares outstanding; change 0.09)
Holder of RDVT: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 262535 (value 15977880; 0.02% of shares outstanding; change 0.17)
Holder of RDVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 281163 (value 15981304; 0.02% of shares outstanding; change 0.01)
Holder of RDVT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 111670 (value 6796236; 0.01% of shares outstanding; change 0.01)
Holder of RDVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 270267 (value 14891711; 0.02% of shares outstanding; change -0.04)
Holder of RDVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 272811 (value 16603277; 0.02% of shares outstanding; change 0.01)
Holder of RDVT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 91969 (value 5597233; 0.01% of shares outstanding; change -0.01)
Holder of RDW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 846502 (value 20798553; 0.00% of shares outstanding; change 0.37)
Holder of RDW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2439497 (value 59938440; 0.01% of shares outstanding; change 0.36)
Holder of RDW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 717822 (value 17636886; 0.00% of shares outstanding; change 0.01)
Holder of RDW: -Defiance Drone and Modern Warfare ETF
Shares held as of 2026-03-31: 911884 (value 7924271; 0.00% of shares outstanding; change 1.00)
Holder of RDW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 866139 (value 7526747; 0.00% of shares outstanding; change 0.02)
Holder of RDW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4584597 (value 39840146; 0.02% of shares outstanding; change 0.88)
Holder of RDW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2589608 (value 63626667; 0.01% of shares outstanding; change 0.45)
Holder of RDW: -iShares Defense Industrials Active ETF
Shares held as of 2026-04-30: 2171329 (value 31158571; 0.01% of shares outstanding; change 0.06)
Holder of RDW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1050398 (value 9127958; 0.00% of shares outstanding; change 0.46)
Holder of RDW: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-04-30: 1380623 (value 25472495; 0.01% of shares outstanding; change 0.01)
Holder of RDW: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 775252 (value 14303399; 0.00% of shares outstanding; change 0.00)
Holder of RDW: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 3540900 (value 65329607; 0.02% of shares outstanding; change 0.00)
Holder of RDW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2488366 (value 31477828; 0.01% of shares outstanding; change -0.04)
Holder of RDW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 867396 (value 10972559; 0.00% of shares outstanding; change 0.00)
Holder of RDW: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 892398 (value 11288834; 0.00% of shares outstanding; change 0.01)
Holder of RDW: -iShares Defense Industrials Active ETF
Shares held as of 2026-05-31: 1268224 (value 10716492; 0.01% of shares outstanding; change -0.41)
Holder of RDW: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-05-31: 1356431 (value 11461841; 0.01% of shares outstanding; change -0.02)
Holder of RDW: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 764444 (value 9670216; 0.00% of shares outstanding; change -0.01)
Holder of RDW: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 3498099 (value 35610648; 0.01% of shares outstanding; change -0.01)
Holder of RDW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2534732 (value 22026820; 0.01% of shares outstanding; change 0.02)
Holder of RDW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 868242 (value 7545022; 0.00% of shares outstanding; change 0.00)
Holder of RDW: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 863042 (value 7499834; 0.00% of shares outstanding; change -0.03)
Holder of RDW: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-06-30: 1885113 (value 16381631; 0.01% of shares outstanding; change 0.39)
Holder of RDW: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 1441488 (value 12526530; 0.01% of shares outstanding; change 0.89)
Holder of RDW: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 8459480 (value 73512877; 0.04% of shares outstanding; change 1.42)
Holder of RDWR: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 1771563 (value 53749221; 0.04% of shares outstanding; change -0.07)
Holder of RDWR: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 249313 (value 6965805; 0.01% of shares outstanding; change 0.03)
Holder of RDWR: ETF Series Solutions-Defiance Connective Technologies ETF
Shares held as of 2025-12-31: 379278 (value 11507294; 0.01% of shares outstanding; change -0.02)
Holder of RDWR: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 274700 (value 8334398; 0.01% of shares outstanding; change 0.00)
Holder of RDWR: Amplify ETF Trust-Amplify Cybersecurity ETF
Shares held as of 2026-03-31: 2591273 (value 76468466; 0.06% of shares outstanding; change -0.06)
Holder of RDWR: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 1693134 (value 49964384; 0.04% of shares outstanding; change -0.04)
Holder of RDWR: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 254161 (value 7500291; 0.01% of shares outstanding; change 0.02)
Holder of RDWR: ETF Series Solutions-Defiance Connective Technologies ETF
Shares held as of 2026-03-31: 353098 (value 11104932; 0.01% of shares outstanding; change -0.07)
Holder of RDWR: ETF Series Solutions-Defiance Space and Connective Tech ETF
Shares held as of 2026-03-31: 353098 (value 10419922; 0.01% of shares outstanding; change -0.07)
Holder of RDWR: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 274700 (value 8106397; 0.01% of shares outstanding; change 0.00)
Holder of RDWR: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 898015 (value 25090539; 0.02% of shares outstanding; change 0.00)
Holder of RDWR: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-04-30: 857152 (value 23948827; 0.02% of shares outstanding; change 0.00)
Holder of RDWR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 402214 (value 11237859; 0.01% of shares outstanding; change 0.00)
Holder of RDWR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 325041 (value 9140153; 0.01% of shares outstanding; change 0.01)
Holder of RDWR: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-04-30: 361437 (value 10163608; 0.01% of shares outstanding; change -0.03)
Holder of RDWR: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 914053 (value 26973704; 0.02% of shares outstanding; change 0.02)
Holder of RDWR: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-05-31: 801189 (value 24268015; 0.02% of shares outstanding; change -0.07)
Holder of RDWR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 401906 (value 12173733; 0.01% of shares outstanding; change 0.00)
Holder of RDWR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 327641 (value 9668685; 0.01% of shares outstanding; change 0.01)
Holder of RDWR: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-05-31: 355722 (value 10497356; 0.01% of shares outstanding; change -0.02)
Holder of RDWR: GLOBAL X FUNDS-Global X Cybersecurity ETF
Shares held as of 2026-06-30: 777424 (value 22941782; 0.02% of shares outstanding; change -0.03)
Holder of RDWR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 401906 (value 11860246; 0.01% of shares outstanding; change 0.00)
Holder of RDY: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1350140 (value 19016721; 0.00% of shares outstanding; change -0.01)
Holder of RDY: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 1945330 (value 27399973; 0.00% of shares outstanding; change -0.01)
Holder of RDY: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 874071 (value 12311290; 0.00% of shares outstanding; change 0.00)
Holder of RDY: VANGUARD WHITEHALL FUNDS-Vanguard Global Minimum Volatility Fund
Shares held as of 2026-01-31: 1665974 (value 23465243; 0.00% of shares outstanding; change -0.02)
Holder of RDY: -AB Emerging Markets Opportunities ETF
Shares held as of 2026-03-31: 2321894 (value 30741876; 0.00% of shares outstanding; change -0.02)
Holder of RDY: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-03-31: 648531 (value 8839477; 0.00% of shares outstanding; change -0.02)
Holder of RDY: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 5937811 (value 80932364; 0.01% of shares outstanding; change 1.00)
Holder of RDY: -AB Emerging Markets Opportunities ETF
Shares held as of 2026-04-30: 3146884 (value 44323861; 0.00% of shares outstanding; change 0.36)
Holder of RDY: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 1664073 (value 22032326; 0.00% of shares outstanding; change 0.05)
Holder of RDY: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1350140 (value 15918150; 0.00% of shares outstanding; change 0.00)
Holder of RDY: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-04-30: 511886 (value 6035135; 0.00% of shares outstanding; change 0.00)
Holder of RDY: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 1484840 (value 19733523; 0.00% of shares outstanding; change 0.00)
Holder of RDY: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 1873980 (value 22094224; 0.00% of shares outstanding; change -0.04)
Holder of RDY: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 874071 (value 10305297; 0.00% of shares outstanding; change 0.00)
Holder of RDY: VANGUARD WHITEHALL FUNDS-Vanguard Global Minimum Volatility Fund
Shares held as of 2026-04-30: 1794763 (value 21160255; 0.00% of shares outstanding; change 0.08)
Holder of RDY: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 648531 (value 9134559; 0.00% of shares outstanding; change 0.00)
Holder of RDY: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 5937811 (value 83634068; 0.01% of shares outstanding; change 0.00)
Holder of RDY: iShares, Inc.-iShares MSCI Emerging Markets ex China ETF
Shares held as of 2026-04-30: 1312505 (value 18486632; 0.00% of shares outstanding; change 0.07)
Holder of RDY: -AB Emerging Markets Opportunities ETF
Shares held as of 2026-05-31: 3690114 (value 43506443; 0.00% of shares outstanding; change 0.17)
Holder of RDY: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 1715840 (value 24167606; 0.00% of shares outstanding; change 0.03)
Holder of RDY: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 1484840 (value 18708984; 0.00% of shares outstanding; change 0.00)
Holder of RDY: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 5773762 (value 68072653; 0.01% of shares outstanding; change -0.03)
Holder of RDY: iShares, Inc.-iShares MSCI Emerging Markets ex China ETF
Shares held as of 2026-05-31: 1252843 (value 14771018; 0.00% of shares outstanding; change -0.05)
Holder of RDY: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 1734620 (value 20451169; 0.00% of shares outstanding; change 0.01)
Holder of RDY: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 1462431 (value 17242061; 0.00% of shares outstanding; change -0.02)
Holder of RDZN: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 213 (value 353; 0.00% of shares outstanding; change 0.10)
Holder of RDZN: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 6568 (value 7815; 0.00% of shares outstanding; change 0.00)
Holder of RDZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 41570 (value 71084; 0.00% of shares outstanding; change 0.00)
Holder of RDZN: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 50279 (value 59832; 0.00% of shares outstanding; change -0.31)
Holder of RDZN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 92405 (value 158012; 0.00% of shares outstanding; change 0.12)
Holder of RDZN: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 246 (value 292; 0.00% of shares outstanding; change 0.15)
Holder of RDZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 41570 (value 69006; 0.00% of shares outstanding; change 0.00)
Holder of RDZN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 93013 (value 154401; 0.00% of shares outstanding; change 0.01)
Holder of RDZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 41570 (value 49468; 0.00% of shares outstanding; change 0.00)
Holder of RDZN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 91797 (value 109238; 0.00% of shares outstanding; change -0.01)
Holder of RDZN: -ProShares Russell 2000 Dynamic Buffer ETF
Shares held as of 2026-06-30: 15 (value 17; 0.00% of shares outstanding; change 1.00)
Holder of RDZN: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 21138 (value 25154; 0.00% of shares outstanding; change 1.00)
Holder of RDZN: ProShares Trust-ProShares Hedge Replication ETF
Shares held as of 2026-06-30: 46 (value 54; 0.00% of shares outstanding; change 1.00)
Holder of RDZN: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 2402 (value 2858; 0.00% of shares outstanding; change 1.00)
Holder of RDZN: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 1893 (value 2252; 0.00% of shares outstanding; change 1.00)
Holder of RDZN: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 1597 (value 1900; 0.00% of shares outstanding; change 1.00)
Holder of RE21.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3815003 (value 55813494; 0.01% of shares outstanding; change 0.01)
Holder of RE21.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5938474 (value 86879875; 0.01% of shares outstanding; change 0.01)
Holder of RE21.DE: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 1550610 (value 24375589; 0.00% of shares outstanding; change -0.27)
Holder of RE21.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1479229 (value 21641120; 0.00% of shares outstanding; change 0.00)
Holder of RE21.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 1822946 (value 26669700; 0.00% of shares outstanding; change 0.00)
Holder of RE21.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3929299 (value 61768581; 0.01% of shares outstanding; change 0.03)
Holder of RE21.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 4681454 (value 68489672; 0.01% of shares outstanding; change 0.13)
Holder of RE21.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5934229 (value 93286081; 0.01% of shares outstanding; change 0.00)
Holder of RE21.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1672728 (value 24472010; 0.00% of shares outstanding; change 0.00)
Holder of RE21.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 4276451 (value 62564478; 0.01% of shares outstanding; change 0.04)
Holder of RE21.DE: iShares Trust-iShares MSCI EAFE Min Vol Factor ETF
Shares held as of 2026-04-30: 1574761 (value 23038753; 0.00% of shares outstanding; change 0.00)
Holder of RE21.DE: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-04-30: 1768652 (value 25875378; 0.00% of shares outstanding; change -0.01)
Holder of RE21.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1510425 (value 23743881; 0.00% of shares outstanding; change 0.01)
Holder of RE21.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 1954598 (value 30726281; 0.00% of shares outstanding; change 0.03)
Holder of RE21.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 5206082 (value 81214881; 0.01% of shares outstanding; change 0.11)
Holder of RE21.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1672728 (value 26295284; 0.00% of shares outstanding; change 0.00)
Holder of RE21.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 4352852 (value 68426834; 0.01% of shares outstanding; change 1.30)
Holder of RE21.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1347914 (value 21189208; 0.00% of shares outstanding; change 0.00)
Holder of RE21.DE: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-05-31: 1545972 (value 24302680; 0.00% of shares outstanding; change -0.13)
Holder of RE21.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 5590241 (value 87878590; 0.01% of shares outstanding; change 0.07)
Holder of REA.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 446784 (value 68880688; 0.00% of shares outstanding; change 0.02)
Holder of REA.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 145226 (value 20343258; 0.00% of shares outstanding; change 0.04)
Holder of REA.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 105162 (value 14731093; 0.00% of shares outstanding; change 0.02)
Holder of REA.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 695157 (value 97377593; 0.01% of shares outstanding; change 0.01)
Holder of REA.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 102620 (value 15820925; 0.00% of shares outstanding; change 0.10)
Holder of REA.AX: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F
Shares held as of 2026-03-31: 503855 (value 76505341; 0.00% of shares outstanding; change -0.29)
Holder of REA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 194520 (value 29989148; 0.00% of shares outstanding; change 0.01)
Holder of REA.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 458986 (value 69692432; 0.00% of shares outstanding; change 0.03)
Holder of REA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 196781 (value 27565082; 0.00% of shares outstanding; change 0.01)
Holder of REA.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 147565 (value 22406269; 0.00% of shares outstanding; change 0.02)
Holder of REA.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 110156 (value 16726086; 0.00% of shares outstanding; change 0.05)
Holder of REA.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 693782 (value 105343856; 0.01% of shares outstanding; change 0.00)
Holder of REA.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 380229 (value 53262479; 0.00% of shares outstanding; change 0.00)
Holder of REA.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 185291 (value 25955563; 0.00% of shares outstanding; change 0.02)
Holder of REA.AX: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-04-30: 133397 (value 18686252; 0.00% of shares outstanding; change 0.03)
Holder of REA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 198859 (value 30194749; 0.00% of shares outstanding; change 0.01)
Holder of REA.AX: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) Intl Eqy. ETF
Shares held as of 2026-05-31: 108625 (value 17473417; 0.00% of shares outstanding; change 0.15)
Holder of REA.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 383009 (value 58156085; 0.00% of shares outstanding; change 0.01)
Holder of REA.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 185291 (value 28134584; 0.00% of shares outstanding; change 0.02)
Holder of REA.AX: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-05-31: 137564 (value 20887717; 0.00% of shares outstanding; change 0.03)
Holder of REA.AX: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) Intl Eqy. ETF
Shares held as of 2026-06-30: 109147 (value 16572880; 0.00% of shares outstanding; change 0.00)
Holder of REAL: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1213980 (value 10768002; 0.01% of shares outstanding; change 0.54)
Holder of REAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1061176 (value 10229737; 0.01% of shares outstanding; change 0.03)
Holder of REAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3328344 (value 32085237; 0.03% of shares outstanding; change 0.17)
Holder of REAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 982728 (value 12107208; 0.01% of shares outstanding; change 0.01)
Holder of REAL: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 2300410 (value 28341050; 0.02% of shares outstanding; change 0.00)
Holder of REAL: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 1167420 (value 14382614; 0.01% of shares outstanding; change 0.00)
Holder of REAL: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 2238888 (value 27583099; 0.02% of shares outstanding; change 0.22)
Holder of REAL: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1171845 (value 13042634; 0.01% of shares outstanding; change -0.03)
Holder of REAL: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1952500 (value 18822100; 0.02% of shares outstanding; change -0.29)
Holder of REAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1092138 (value 12155496; 0.01% of shares outstanding; change 0.03)
Holder of REAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3336736 (value 37137872; 0.03% of shares outstanding; change 0.00)
Holder of REAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2602741 (value 25090424; 0.02% of shares outstanding; change 0.06)
Holder of REAL: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 2238888 (value 24918823; 0.02% of shares outstanding; change 0.00)
Holder of REAL: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 1416900 (value 15770097; 0.01% of shares outstanding; change 0.85)
Holder of REAL: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 908162 (value 8055396; 0.01% of shares outstanding; change 0.04)
Holder of REAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1052437 (value 11713623; 0.01% of shares outstanding; change 0.07)
Holder of REAL: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 1418769 (value 17479233; 0.01% of shares outstanding; change -0.27)
Holder of REAL: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 1045500 (value 11636415; 0.01% of shares outstanding; change 0.75)
Holder of REAL: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 2300410 (value 25603563; 0.02% of shares outstanding; change 0.00)
Holder of REAL: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 1167420 (value 12993384; 0.01% of shares outstanding; change 0.00)
Holder of REAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2522225 (value 31073811; 0.02% of shares outstanding; change -0.03)
Holder of REAL: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 945369 (value 11646945; 0.01% of shares outstanding; change 0.04)
Holder of REAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2546181 (value 28338994; 0.02% of shares outstanding; change 0.01)
Holder of REAX: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1818704 (value 3055422; 0.01% of shares outstanding; change 1.31)
Holder of REAX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 337291 (value 580140; 0.00% of shares outstanding; change 0.26)
Holder of REAX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1301106 (value 2237902; 0.01% of shares outstanding; change 0.01)
Holder of REAX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 657721 (value 1111548; 0.00% of shares outstanding; change 0.26)
Holder of REAX: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 231328 (value 388631; 0.00% of shares outstanding; change 0.00)
Holder of REAX: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1220029 (value 2061849; 0.01% of shares outstanding; change -0.33)
Holder of REAX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 6728978 (value 11304682; 0.03% of shares outstanding; change 1.00)
Holder of REAX: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 262860 (value 452119; 0.00% of shares outstanding; change 0.17)
Holder of REAX: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 403680 (value 682219; 0.00% of shares outstanding; change 1.00)
Holder of REAX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 355165 (value 596677; 0.00% of shares outstanding; change 0.03)
Holder of REAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3444173 (value 6199511; 0.02% of shares outstanding; change 0.06)
Holder of REAX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 7697544 (value 13239775; 0.04% of shares outstanding; change 0.14)
Holder of REAX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1395827 (value 2358947; 0.01% of shares outstanding; change 0.07)
Holder of REAX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 310366 (value 645561; 0.00% of shares outstanding; change -0.08)
Holder of REAX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 362401 (value 623329; 0.00% of shares outstanding; change 0.02)
Holder of REAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3309335 (value 5692056; 0.02% of shares outstanding; change -0.04)
Holder of REAX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1141095 (value 1962683; 0.01% of shares outstanding; change 0.00)
Holder of REAX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 8277755 (value 13989406; 0.04% of shares outstanding; change 0.08)
Holder of REAX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 364547 (value 616084; 0.00% of shares outstanding; change 0.01)
Holder of REAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3340817 (value 5645980; 0.02% of shares outstanding; change 0.01)
Holder of REAX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1129335 (value 1908576; 0.01% of shares outstanding; change -0.01)
Holder of REAX: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 336379 (value 568480; 0.00% of shares outstanding; change 0.79)
Holder of REAX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 396368 (value 669861; 0.00% of shares outstanding; change 1.44)
Holder of REBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 22709 (value 45645; 0.00% of shares outstanding; change 0.00)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27867 (value 45980; 0.00% of shares outstanding; change 0.62)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3685 (value 6080; 0.00% of shares outstanding; change 0.00)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1232 (value 2032; 0.00% of shares outstanding; change 0.00)
Holder of REBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 22709 (value 22686; 0.00% of shares outstanding; change 0.00)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 27766 (value 43312; 0.00% of shares outstanding; change 0.00)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3685 (value 5748; 0.00% of shares outstanding; change 0.00)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1232 (value 1921; 0.00% of shares outstanding; change 0.00)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 27766 (value 27738; 0.00% of shares outstanding; change 0.00)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3685 (value 3681; 0.00% of shares outstanding; change 0.00)
Holder of REBN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1232 (value 1230; 0.00% of shares outstanding; change 0.00)
Holder of RECSI.OL: John Hancock Varbl Insurance TRT-Intl Small Company TRT
Shares held as of 2025-06-30: 16036 (value 3688; 0.00% of shares outstanding; change 0.00)
Holder of RED.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3815003 (value 56805395; 0.01% of shares outstanding; change 0.01)
Holder of RED.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5938474 (value 90858653; 0.01% of shares outstanding; change 0.01)
Holder of RED.MC: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 1550610 (value 23863888; 0.00% of shares outstanding; change -0.27)
Holder of RED.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3929299 (value 60471912; 0.01% of shares outstanding; change 0.03)
Holder of RED.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 1496376 (value 22281039; 0.00% of shares outstanding; change 0.01)
Holder of RED.MC: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 1904504 (value 29138911; 0.00% of shares outstanding; change 0.04)
Holder of RED.MC: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 4681454 (value 69706851; 0.01% of shares outstanding; change 0.13)
Holder of RED.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5934229 (value 91327786; 0.01% of shares outstanding; change 0.00)
Holder of RED.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1672728 (value 25592738; 0.00% of shares outstanding; change 0.00)
Holder of RED.MC: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 4276451 (value 65429701; 0.01% of shares outstanding; change 0.04)
Holder of RED.MC: iShares Trust-iShares MSCI EAFE Min Vol Factor ETF
Shares held as of 2026-04-30: 1574761 (value 24093843; 0.00% of shares outstanding; change 0.00)
Holder of RED.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-04-30: 1768652 (value 27060375; 0.00% of shares outstanding; change -0.01)
Holder of RED.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1510425 (value 23245441; 0.00% of shares outstanding; change 0.01)
Holder of RED.MC: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 1954598 (value 30081263; 0.00% of shares outstanding; change 0.03)
Holder of RED.MC: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 5206082 (value 80121603; 0.01% of shares outstanding; change 0.11)
Holder of RED.MC: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-05-31: 2122123 (value 32468482; 0.00% of shares outstanding; change 1.00)
Holder of RED.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1672728 (value 25743284; 0.00% of shares outstanding; change 0.00)
Holder of RED.MC: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 4352852 (value 66990393; 0.01% of shares outstanding; change 1.30)
Holder of RED.MC: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1347914 (value 20744396; 0.00% of shares outstanding; change 0.00)
Holder of RED.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-05-31: 1545972 (value 23792509; 0.00% of shares outstanding; change -0.13)
Holder of REE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7288 (value 3119; 0.00% of shares outstanding; change 0.00)
Holder of REE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7288 (value 1658; 0.00% of shares outstanding; change 0.00)
Holder of REE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7288 (value 560; 0.00% of shares outstanding; change 0.00)
Holder of REED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 40706 (value 67571; 0.00% of shares outstanding; change 1.00)
Holder of REED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6636 (value 11015; 0.00% of shares outstanding; change 1.00)
Holder of REED: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3081 (value 5114; 0.00% of shares outstanding; change 1.00)
Holder of REED: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 82227 (value 76471; 0.01% of shares outstanding; change 1.00)
Holder of REED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 40558 (value 54753; 0.00% of shares outstanding; change 0.00)
Holder of REED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6636 (value 8958; 0.00% of shares outstanding; change 0.00)
Holder of REED: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3081 (value 4159; 0.00% of shares outstanding; change 0.00)
Holder of REED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 39619 (value 36845; 0.00% of shares outstanding; change -0.02)
Holder of REED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6636 (value 6171; 0.00% of shares outstanding; change 0.00)
Holder of REED: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3081 (value 2865; 0.00% of shares outstanding; change 0.00)
Holder of REFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 199742 (value 2271066; 0.01% of shares outstanding; change -0.04)
Holder of REFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 501003 (value 5696404; 0.02% of shares outstanding; change 0.00)
Holder of REFI: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 91243 (value 927941; 0.00% of shares outstanding; change 0.21)
Holder of REFI: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 45000 (value 457650; 0.00% of shares outstanding; change 1.00)
Holder of REFI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 89717 (value 912421; 0.00% of shares outstanding; change 0.00)
Holder of REFI: Intrepid Capital Management Funds Trust-Intrepid Capital Fund
Shares held as of 2026-03-31: 61878 (value 629299; 0.00% of shares outstanding; change 0.00)
Holder of REFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 199742 (value 2031376; 0.01% of shares outstanding; change 0.00)
Holder of REFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 509627 (value 5182906; 0.02% of shares outstanding; change 0.02)
Holder of REFI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 45912 (value 517887; 0.00% of shares outstanding; change -0.05)
Holder of REFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 451448 (value 5132963; 0.02% of shares outstanding; change 0.06)
Holder of REFI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 155328 (value 1766079; 0.01% of shares outstanding; change -0.06)
Holder of REFI: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-04-30: 237075 (value 2674205; 0.01% of shares outstanding; change -0.01)
Holder of REFI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 46214 (value 515055; 0.00% of shares outstanding; change 0.01)
Holder of REFI: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 213810 (value 2382912; 0.01% of shares outstanding; change 0.00)
Holder of REFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 433742 (value 4834054; 0.02% of shares outstanding; change -0.04)
Holder of REFI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 153558 (value 1711403; 0.01% of shares outstanding; change -0.01)
Holder of REFI: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-05-31: 239382 (value 2590113; 0.01% of shares outstanding; change 0.01)
Holder of REFI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 46765 (value 475600; 0.00% of shares outstanding; change 0.01)
Holder of REFI: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 217900 (value 2216043; 0.01% of shares outstanding; change 0.02)