speb/financial-data huggingface dataset:
Holder of BRC.V: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 511550 (value 475741; 0.00% of shares outstanding; change 0.79)
Holder of BRC.V: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2026-03-31: 500000 (value 465000; 0.00% of shares outstanding; change 0.00)
Holder of BRC.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 30000 (value 27900; 0.00% of shares outstanding; change 0.00)
Holder of BRC.V: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 9402122 (value 10060271; 0.03% of shares outstanding; change -0.03)
Holder of BRC.V: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 9202398 (value 8282157; 0.02% of shares outstanding; change -0.08)
Holder of BRC.V: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 8973401 (value 8345262; 0.02% of shares outstanding; change -0.02)
Holder of BRCB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 345544 (value 2874925; 0.02% of shares outstanding; change 0.12)
Holder of BRCB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 478842 (value 3983965; 0.02% of shares outstanding; change 8.59)
Holder of BRCB: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 455828 (value 3591924; 0.02% of shares outstanding; change 0.07)
Holder of BRCB: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 716530 (value 5531611; 0.03% of shares outstanding; change 0.00)
Holder of BRCB: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 359880 (value 2778273; 0.02% of shares outstanding; change 0.00)
Holder of BRCB: MFS SERIES TRUST I-MFS New Discovery Fund
Shares held as of 2026-02-28: 810663 (value 6388024; 0.04% of shares outstanding; change 0.00)
Holder of BRCB: BNY Mellon Investment Funds I-BNY Mellon Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 467855 (value 3686697; 0.02% of shares outstanding; change 0.40)
Holder of BRCB: EQ Advisors Trust-EQ/Morgan Stanley Small Cap Growth Portfolio
Shares held as of 2026-03-31: 359168 (value 2830243; 0.02% of shares outstanding; change 0.72)
Holder of BRCB: MORGAN STANLEY INSTITUTIONAL FUND INC-Inception Portfolio
Shares held as of 2026-03-31: 389044 (value 3065666; 0.02% of shares outstanding; change 0.19)
Holder of BRCB: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 350900 (value 2765092; 0.02% of shares outstanding; change 1.00)
Holder of BRCB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 478842 (value 3773275; 0.02% of shares outstanding; change 0.00)
Holder of BRCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 408083 (value 3395250; 0.02% of shares outstanding; change 0.06)
Holder of BRCB: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 716530 (value 5646256; 0.03% of shares outstanding; change 0.00)
Holder of BRCB: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 359880 (value 2835854; 0.02% of shares outstanding; change 0.00)
Holder of BRCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 392193 (value 3282655; 0.02% of shares outstanding; change -0.04)
Holder of BRCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 395903 (value 3119715; 0.02% of shares outstanding; change 0.01)
Holder of BRCC: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 1662431 (value 2726386; 0.01% of shares outstanding; change 0.00)
Holder of BRCC: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1819775 (value 2984430; 0.02% of shares outstanding; change 0.00)
Holder of BRCC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 3563154 (value 5843572; 0.03% of shares outstanding; change 0.00)
Holder of BRCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1057891 (value 1734941; 0.01% of shares outstanding; change 0.00)
Holder of BRCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1840182 (value 3017898; 0.02% of shares outstanding; change 0.00)
Holder of BRCC: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 241483 (value 316342; 0.00% of shares outstanding; change 0.00)
Holder of BRCC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 939233 (value 1230395; 0.01% of shares outstanding; change 0.00)
Holder of BRCC: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 461210 (value 498106; 0.00% of shares outstanding; change 0.01)
Holder of BRCC: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 458938 (value 495653; 0.00% of shares outstanding; change -0.03)
Holder of BRCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 570593 (value 736064; 0.00% of shares outstanding; change 0.10)
Holder of BRCC: Fidelity Select Portfolios-Select Consumer Staples Portfolio
Shares held as of 2026-03-31: 1062000 (value 1741679; 0.01% of shares outstanding; change 0.00)
Holder of BRCC: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 164992 (value 178191; 0.00% of shares outstanding; change 0.00)
Holder of BRCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1057891 (value 1142522; 0.01% of shares outstanding; change 0.00)
Holder of BRCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1840182 (value 1987396; 0.02% of shares outstanding; change 0.00)
Holder of BRCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2164166 (value 3549232; 0.02% of shares outstanding; change 0.02)
Holder of BRCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 568517 (value 631053; 0.00% of shares outstanding; change 0.00)
Holder of BRCC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 918079 (value 991525; 0.01% of shares outstanding; change -0.02)
Holder of BRCC: Fidelity Select Portfolios-Select Consumer Staples Portfolio
Shares held as of 2026-04-30: 1062000 (value 1391219; 0.01% of shares outstanding; change 0.00)
Holder of BRCC: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 204216 (value 220553; 0.00% of shares outstanding; change -0.15)
Holder of BRCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2079495 (value 2516189; 0.02% of shares outstanding; change -0.04)
Holder of BRCC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 792716 (value 959186; 0.01% of shares outstanding; change 0.00)
Holder of BRCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 518220 (value 559677; 0.00% of shares outstanding; change -0.09)
Holder of BRCC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2099264 (value 2267205; 0.02% of shares outstanding; change 0.01)
Holder of BRCC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 784540 (value 847303; 0.01% of shares outstanding; change -0.01)
Holder of BRE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. PORT.
Shares held as of 2024-10-31: 11459 (value 151487; 0.00% of shares outstanding; change -0.60)
Holder of BRE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 1300 (value 8190; 0.00% of shares outstanding; change 1.00)
Holder of BRE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2500 (value 15750; 0.00% of shares outstanding; change 1.00)
Holder of BRE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 2100 (value 13230; 0.00% of shares outstanding; change 1.00)
Holder of BRE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 1100 (value 6930; 0.00% of shares outstanding; change 1.00)
Holder of BRFH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 83372 (value 191338; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 249922 (value 573571; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 1235 (value 2161; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 48229 (value 107068; 0.00% of shares outstanding; change 0.03)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7835 (value 17393; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11803 (value 26202; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 17435 (value 38705; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 83372 (value 145901; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 249922 (value 437363; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 17642 (value 39165; 0.00% of shares outstanding; change -0.01)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 48053 (value 96106; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7835 (value 15670; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11477 (value 22954; 0.00% of shares outstanding; change -0.03)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 17435 (value 34870; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 17758 (value 36048; 0.00% of shares outstanding; change 0.01)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 48053 (value 84092; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7835 (value 13711; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 11477 (value 20084; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 17435 (value 30511; 0.00% of shares outstanding; change 0.00)
Holder of BRFH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 17526 (value 30670; 0.00% of shares outstanding; change -0.01)
Holder of BRG.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 868574 (value 125595805; 0.01% of shares outstanding; change 0.03)
Holder of BRG.OL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 307322 (value 45790978; 0.00% of shares outstanding; change 0.00)
Holder of BRG.OL: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 108223 (value 15778913; 0.00% of shares outstanding; change -0.21)
Holder of BRG.OL: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 79967 (value 12234951; 0.00% of shares outstanding; change 0.33)
Holder of BRG.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 230055 (value 33542019; 0.00% of shares outstanding; change 0.00)
Holder of BRG.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 336600 (value 50153400; 0.00% of shares outstanding; change 0.01)
Holder of BRG.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1350773 (value 201265177; 0.01% of shares outstanding; change 0.00)
Holder of BRG.OL: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 197091 (value 28735868; 0.00% of shares outstanding; change -0.02)
Holder of BRG.OL: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 194155 (value 29200910; 0.00% of shares outstanding; change -0.01)
Holder of BRG.OL: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 908116 (value 136580640; 0.01% of shares outstanding; change 0.00)
Holder of BRG.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 908624 (value 136657044; 0.01% of shares outstanding; change 0.05)
Holder of BRG.OL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 321328 (value 48327729; 0.00% of shares outstanding; change 0.05)
Holder of BRG.OL: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 207197 (value 31162427; 0.00% of shares outstanding; change 0.91)
Holder of BRG.OL: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 79967 (value 12027036; 0.00% of shares outstanding; change 0.00)
Holder of BRG.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 222334 (value 33439032; 0.00% of shares outstanding; change -0.03)
Holder of BRG.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 344386 (value 51795652; 0.00% of shares outstanding; change 0.02)
Holder of BRG.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1350773 (value 203156250; 0.01% of shares outstanding; change 0.00)
Holder of BRG.OL: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 186742 (value 28085995; 0.00% of shares outstanding; change -0.05)
Holder of BRID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8202 (value 64549; 0.00% of shares outstanding; change 0.00)
Holder of BRID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 47744 (value 375745; 0.01% of shares outstanding; change 0.00)
Holder of BRID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 11491 (value 77104; 0.00% of shares outstanding; change 0.00)
Holder of BRID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 72953 (value 475653; 0.01% of shares outstanding; change 0.00)
Holder of BRID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 27242 (value 182793; 0.00% of shares outstanding; change 0.00)
Holder of BRID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 13817 (value 92712; 0.00% of shares outstanding; change 0.00)
Holder of BRID: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 6015 (value 39037; 0.00% of shares outstanding; change 0.00)
Holder of BRID: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 21900 (value 140816; 0.00% of shares outstanding; change 0.00)
Holder of BRID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 8930 (value 65010; 0.00% of shares outstanding; change 0.00)
Holder of BRID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 8202 (value 52738; 0.00% of shares outstanding; change 0.00)
Holder of BRID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 47744 (value 306993; 0.01% of shares outstanding; change 0.00)
Holder of BRID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 11491 (value 73887; 0.00% of shares outstanding; change 0.00)
Holder of BRID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 72953 (value 469087; 0.01% of shares outstanding; change 0.00)
Holder of BRID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 27242 (value 175166; 0.00% of shares outstanding; change 0.00)
Holder of BRID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 13817 (value 88843; 0.00% of shares outstanding; change 0.00)
Holder of BRID: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 6015 (value 38676; 0.00% of shares outstanding; change 0.00)
Holder of BRID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 8898 (value 57748; 0.00% of shares outstanding; change 0.00)
Holder of BRID: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-04-30: 70834 (value 495129; 0.01% of shares outstanding; change 0.00)
Holder of BRID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 8898 (value 57214; 0.00% of shares outstanding; change 0.00)
Holder of BRID: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-05-31: 70834 (value 459712; 0.01% of shares outstanding; change 0.00)
Holder of BRID: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-06-30: 70834 (value 455462; 0.01% of shares outstanding; change 0.00)
Holder of BRK.A: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 385 (value 282439850; 0.00% of shares outstanding; change -0.06)
Holder of BRK.A: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 434 (value 318386740; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: Legg Mason Partners Investment Trust-ClearBridge Appreciation Fund
Shares held as of 2026-01-31: 252 (value 184869720; 0.00% of shares outstanding; change -0.03)
Holder of BRK.A: SRH Total Return Fund, Inc.
Shares held as of 2026-02-28: 1028 (value 765860000; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: Fidelity Contrafund
Shares held as of 2026-03-31: 9065 (value 6389961558; 0.02% of shares outstanding; change -0.23)
Holder of BRK.A: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-03-31: 1332 (value 938933127; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-03-31: 1947 (value 1372449548; 0.00% of shares outstanding; change -0.24)
Holder of BRK.A: Fidelity Contrafund-Fidelity Series Opportunistic Insights Fund
Shares held as of 2026-03-31: 502 (value 353862184; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1153 (value 858985000; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1773 (value 1320885000; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 372 (value 277140000; 0.00% of shares outstanding; change -0.03)
Holder of BRK.A: Fidelity Contrafund
Shares held as of 2026-04-30: 9065 (value 6788325250; 0.02% of shares outstanding; change 0.00)
Holder of BRK.A: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-04-30: 1332 (value 997468200; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-04-30: 1938 (value 1451271300; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: Fidelity Contrafund-Fidelity Series Opportunistic Insights Fund
Shares held as of 2026-04-30: 502 (value 375922700; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 434 (value 323330000; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: Legg Mason Partners Investment Trust-ClearBridge Appreciation Fund
Shares held as of 2026-04-30: 252 (value 187740000; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: Fidelity Contrafund
Shares held as of 2026-05-31: 9065 (value 6753425000; 0.02% of shares outstanding; change 0.00)
Holder of BRK.A: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-05-31: 1332 (value 992340000; 0.00% of shares outstanding; change 0.00)
Holder of BRK.A: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-05-31: 1919 (value 1429655000; 0.00% of shares outstanding; change -0.01)
Holder of BRK.A: Fidelity Contrafund-Fidelity Series Opportunistic Insights Fund
Shares held as of 2026-05-31: 502 (value 373990000; 0.00% of shares outstanding; change 0.00)
Holder of BRK.B: SCHWAB CAPITAL TRUST-Schwab S&P 500 Index Fund
Shares held as of 2026-01-31: 4120910 (value 2016155217; 0.00% of shares outstanding; change 0.01)
Holder of BRK.B: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 23418199 (value 11000464569; 0.02% of shares outstanding; change 0.00)
Holder of BRK.B: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 46598543 (value 23063016545; 0.03% of shares outstanding; change 0.01)
Holder of BRK.B: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 56802870 (value 28113444033; 0.04% of shares outstanding; change 0.01)
Holder of BRK.B: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 14393808 (value 7123927288; 0.01% of shares outstanding; change 0.00)
Holder of BRK.B: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 10339272 (value 5117215815; 0.01% of shares outstanding; change -0.02)
Holder of BRK.B: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 23499049 (value 11501844322; 0.02% of shares outstanding; change 0.00)
Holder of BRK.B: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 12827224 (value 6278412949; 0.01% of shares outstanding; change 0.03)
Holder of BRK.B: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 21916961 (value 10722873169; 0.02% of shares outstanding; change 0.03)
Holder of BRK.B: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 23718569 (value 12043814937; 0.02% of shares outstanding; change 0.01)
Holder of BRK.B: iShares Trust-iShares Russell 1000 Value ETF
Shares held as of 2026-04-30: 4161430 (value 2113090920; 0.00% of shares outstanding; change -0.02)
Holder of BRK.B: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 23466345 (value 11614197958; 0.02% of shares outstanding; change 0.00)
Holder of BRK.B: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 12326332 (value 6121256546; 0.01% of shares outstanding; change -0.04)
Holder of BRK.B: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 22113387 (value 10981508119; 0.02% of shares outstanding; change 0.01)
Holder of BRK.B: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 500 ETF
Shares held as of 2026-05-31: 4187971 (value 2079746424; 0.00% of shares outstanding; change 0.02)
Holder of BRK.B: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 24159409 (value 11957216119; 0.02% of shares outstanding; change 0.02)
Holder of BRK.B: iShares Trust-iShares Russell 1000 Value ETF
Shares held as of 2026-05-31: 4131484 (value 2044795345; 0.00% of shares outstanding; change -0.01)
Holder of BRK.B: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 12481436 (value 6177437028; 0.01% of shares outstanding; change 0.01)
Holder of BRK.B: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 22156223 (value 10965779287; 0.02% of shares outstanding; change 0.00)
Holder of BRK.B: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 500 ETF
Shares held as of 2026-06-30: 4408387 (value 2181842945; 0.00% of shares outstanding; change 0.05)
Holder of BRKR: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2025-12-31: 1690188 (value 99535170; 0.01% of shares outstanding; change 1.00)
Holder of BRKR: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 1445100 (value 85101938; 0.01% of shares outstanding; change -0.48)
Holder of BRKR: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 2261724 (value 133192924; 0.01% of shares outstanding; change -0.06)
Holder of BRKR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2412930 (value 142097446; 0.02% of shares outstanding; change -0.04)
Holder of BRKR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3353514 (value 197488437; 0.02% of shares outstanding; change 0.00)
Holder of BRKR: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1404858 (value 80400022; 0.01% of shares outstanding; change 0.79)
Holder of BRKR: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-03-31: 2291000 (value 134916988; 0.02% of shares outstanding; change 0.21)
Holder of BRKR: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2209040 (value 124567764; 0.01% of shares outstanding; change 1.00)
Holder of BRKR: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2026-03-31: 1764988 (value 106693525; 0.01% of shares outstanding; change 0.04)
Holder of BRKR: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 2037551 (value 123169959; 0.01% of shares outstanding; change -0.10)
Holder of BRKR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2452345 (value 148244257; 0.02% of shares outstanding; change 0.02)
Holder of BRKR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1561652 (value 94401864; 0.01% of shares outstanding; change 1.01)
Holder of BRKR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3387131 (value 204752071; 0.02% of shares outstanding; change 0.01)
Holder of BRKR: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-04-30: 2358400 (value 134971230; 0.02% of shares outstanding; change 0.03)
Holder of BRKR: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2609040 (value 157012027; 0.02% of shares outstanding; change 0.18)
Holder of BRKR: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-04-30: 2001614 (value 112871012; 0.01% of shares outstanding; change 0.35)
Holder of BRKR: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1523752 (value 92110809; 0.01% of shares outstanding; change 0.08)
Holder of BRKR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3740596 (value 214074307; 0.02% of shares outstanding; change 0.02)
Holder of BRKR: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-05-31: 2358400 (value 142565281; 0.02% of shares outstanding; change 0.00)
Holder of BRKR: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2729040 (value 164970470; 0.02% of shares outstanding; change 0.05)
Holder of BRKR: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-05-31: 2054990 (value 124224147; 0.01% of shares outstanding; change 0.03)
Holder of BRKR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3763370 (value 227495719; 0.02% of shares outstanding; change 0.01)
Holder of BRKRP: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 45822 (value 19981141; 0.02% of shares outstanding; change 0.01)
Holder of BRKRP: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 90832 (value 39608201; 0.03% of shares outstanding; change 0.00)
Holder of BRKRP: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-01-31: 100000 (value 43605999; 0.04% of shares outstanding; change 0.00)
Holder of BRKRP: Franklin Investors Securities TRT-FRANKLIN CONVERTIBLE SECURITIES Fd.
Shares held as of 2026-01-31: 156400 (value 68199783; 0.06% of shares outstanding; change 0.00)
Holder of BRKRP: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-03-31: 87200 (value 38024431; 0.03% of shares outstanding; change 0.00)
Holder of BRKRP: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 68500 (value 29870109; 0.02% of shares outstanding; change 1.00)
Holder of BRKRP: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-03-31: 153600 (value 66978815; 0.06% of shares outstanding; change 0.15)
Holder of BRKRP: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 83123 (value 36246615; 0.03% of shares outstanding; change 0.03)
Holder of BRKRP: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 46247 (value 20166466; 0.02% of shares outstanding; change -0.05)
Holder of BRKRP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 190474 (value 83058091; 0.07% of shares outstanding; change -0.03)
Holder of BRLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 8028 (value 12603; 0.00% of shares outstanding; change 0.00)
Holder of BRLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 8028 (value 12443; 0.00% of shares outstanding; change 0.00)
Holder of BRLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 8028 (value 7506; 0.00% of shares outstanding; change 0.00)
Holder of BRLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 151279 (value 192124; 0.01% of shares outstanding; change 0.00)
Holder of BRLT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 373042 (value 473763; 0.02% of shares outstanding; change 0.00)
Holder of BRLT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 579224 (value 608185; 0.04% of shares outstanding; change 0.03)
Holder of BRLT: Dunham Funds-Dunham Small Cap Value Fund
Shares held as of 2026-01-31: 71786 (value 75375; 0.00% of shares outstanding; change -0.10)
Holder of BRLT: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 153091 (value 160745; 0.01% of shares outstanding; change 0.17)
Holder of BRLT: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 119628 (value 136375; 0.01% of shares outstanding; change -0.03)
Holder of BRLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 117175 (value 139438; 0.01% of shares outstanding; change 0.50)
Holder of BRLT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 30045 (value 35753; 0.00% of shares outstanding; change 0.00)
Holder of BRLT: RUSSELL INVESTMENT FUNDS-U.S. Small Cap Equity Fund
Shares held as of 2026-03-31: 38900 (value 44345; 0.00% of shares outstanding; change 0.00)
Holder of BRLT: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1052309 (value 1199632; 0.06% of shares outstanding; change 0.00)
Holder of BRLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 151279 (value 172458; 0.01% of shares outstanding; change 0.00)
Holder of BRLT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 373042 (value 425267; 0.02% of shares outstanding; change 0.00)
Holder of BRLT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 601324 (value 685509; 0.04% of shares outstanding; change 0.04)
Holder of BRLT: Dunham Funds-Dunham Small Cap Value Fund
Shares held as of 2026-04-30: 67623 (value 77090; 0.00% of shares outstanding; change -0.06)
Holder of BRLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 116749 (value 131926; 0.01% of shares outstanding; change 0.00)
Holder of BRLT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 30045 (value 33950; 0.00% of shares outstanding; change 0.00)
Holder of BRLT: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 153091 (value 174523; 0.01% of shares outstanding; change 0.00)
Holder of BRLT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 112027 (value 127710; 0.01% of shares outstanding; change -0.04)
Holder of BRLT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 30045 (value 34251; 0.00% of shares outstanding; change 0.00)
Holder of BRM.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 58984188 (value 3218767121; 0.03% of shares outstanding; change 0.01)
Holder of BRM.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 26007333 (value 1235088287; 0.01% of shares outstanding; change 0.00)
Holder of BRM.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 14293460 (value 779994107; 0.01% of shares outstanding; change 0.00)
Holder of BRM.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 51751757 (value 2824093363; 0.03% of shares outstanding; change 0.01)
Holder of BRM.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 64679742 (value 3529573501; 0.03% of shares outstanding; change 0.01)
Holder of BRM.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 18835882 (value 1027874074; 0.01% of shares outstanding; change 0.01)
Holder of BRM.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 11482539 (value 626602149; 0.01% of shares outstanding; change -0.02)
Holder of BRM.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 14734127 (value 699723715; 0.01% of shares outstanding; change -0.01)
Holder of BRM.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 24350311 (value 1156396310; 0.01% of shares outstanding; change 0.03)
Holder of BRM.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 26340958 (value 1250932139; 0.01% of shares outstanding; change 0.01)
Holder of BRM.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 26060796 (value 1422137629; 0.01% of shares outstanding; change 0.00)
Holder of BRM.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 26830826 (value 1464158166; 0.01% of shares outstanding; change 0.02)
Holder of BRM.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 14477766 (value 790051686; 0.01% of shares outstanding; change 0.02)
Holder of BRM.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 24680629 (value 1346821916; 0.01% of shares outstanding; change 0.00)
Holder of BRN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 49944 (value 53440; 0.00% of shares outstanding; change 0.00)
Holder of BRN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 55586 (value 57809; 0.00% of shares outstanding; change 0.00)
Holder of BRN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 237296 (value 246787; 0.02% of shares outstanding; change 0.00)
Holder of BRN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 49095 (value 49095; 0.00% of shares outstanding; change 0.00)
Holder of BRN: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 35000 (value 37450; 0.00% of shares outstanding; change 0.00)
Holder of BRN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 49944 (value 53440; 0.00% of shares outstanding; change 0.00)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 64170 (value 68661; 0.00% of shares outstanding; change 1.56)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5920 (value 6334; 0.00% of shares outstanding; change 0.00)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2008 (value 2148; 0.00% of shares outstanding; change 0.00)
Holder of BRN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 55586 (value 59477; 0.00% of shares outstanding; change 0.00)
Holder of BRN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 237296 (value 253906; 0.02% of shares outstanding; change 0.00)
Holder of BRN: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 95238 (value 101904; 0.01% of shares outstanding; change 1.00)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 63936 (value 64575; 0.00% of shares outstanding; change 0.00)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5920 (value 5979; 0.00% of shares outstanding; change 0.00)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2008 (value 2028; 0.00% of shares outstanding; change 0.00)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 63936 (value 68411; 0.00% of shares outstanding; change 0.00)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5920 (value 6334; 0.00% of shares outstanding; change 0.00)
Holder of BRN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2008 (value 2148; 0.00% of shares outstanding; change 0.00)
Holder of BRN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 16247756 (value 2843357; 0.01% of shares outstanding; change 0.00)
Holder of BRN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 6343533 (value 1046682; 0.00% of shares outstanding; change 0.00)
Holder of BRN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd.
Shares held as of 2026-01-31: 2438357 (value 414520; 0.00% of shares outstanding; change 0.33)
Holder of BRN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-01-31: 1191962 (value 196673; 0.00% of shares outstanding; change 0.00)
Holder of BRN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 24773915 (value 4087696; 0.01% of shares outstanding; change 0.00)
Holder of BRN.AX: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 4068969 (value 488276; 0.00% of shares outstanding; change -0.01)
Holder of BRN.AX: VANGUARD WORLD FUND-Vanguard ESG International Stock ETF
Shares held as of 2026-02-28: 304636 (value 36556; 0.00% of shares outstanding; change 0.00)
Holder of BRN.AX: Themes ETF Trust-Themes Generative Artificial Intelligence ETF
Shares held as of 2026-03-31: 9076499 (value 1089179; 0.01% of shares outstanding; change 1.36)
Holder of BRN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 16247756 (value 1949730; 0.01% of shares outstanding; change 0.00)
Holder of BRN.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 3011284 (value 511918; 0.00% of shares outstanding; change 0.00)
Holder of BRN.AX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 859864 (value 146176; 0.00% of shares outstanding; change 0.02)
Holder of BRN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 8218842 (value 986261; 0.00% of shares outstanding; change 0.30)
Holder of BRN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd.
Shares held as of 2026-04-30: 2438357 (value 292602; 0.00% of shares outstanding; change 0.00)
Holder of BRN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 1191962 (value 143035; 0.00% of shares outstanding; change 0.00)
Holder of BRN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 24773915 (value 2972869; 0.01% of shares outstanding; change 0.00)
Holder of BRN.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 3008244 (value 360989; 0.00% of shares outstanding; change 0.00)
Holder of BRN.AX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 842448 (value 101093; 0.00% of shares outstanding; change -0.02)
Holder of BRNS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11568 (value 7543; 0.00% of shares outstanding; change 0.00)
Holder of BRNS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11568 (value 7634; 0.00% of shares outstanding; change 0.00)
Holder of BRNS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11568 (value 6963; 0.00% of shares outstanding; change 0.00)
Holder of BRO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7406562 (value 416619112; 0.02% of shares outstanding; change 0.02)
Holder of BRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9150047 (value 514690143; 0.03% of shares outstanding; change 0.03)
Holder of BRO: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 11328820 (value 669533244; 0.03% of shares outstanding; change -0.01)
Holder of BRO: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 7724283 (value 522625016; 0.02% of shares outstanding; change 0.27)
Holder of BRO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3738801 (value 210307556; 0.01% of shares outstanding; change 0.00)
Holder of BRO: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 4921223 (value 332969966; 0.01% of shares outstanding; change 0.00)
Holder of BRO: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 3706245 (value 254415175; 0.01% of shares outstanding; change 0.00)
Holder of BRO: Investment Co of America
Shares held as of 2026-03-31: 3706245 (value 257028085; 0.01% of shares outstanding; change 0.00)
Holder of BRO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7438299 (value 503275337; 0.02% of shares outstanding; change 0.00)
Holder of BRO: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6249264 (value 422825225; 0.02% of shares outstanding; change -0.01)
Holder of BRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9197085 (value 622274804; 0.03% of shares outstanding; change 0.01)
Holder of BRO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3751676 (value 221724045; 0.01% of shares outstanding; change 0.00)
Holder of BRO: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 6318410 (value 427503643; 0.02% of shares outstanding; change 1.00)
Holder of BRO: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 11364506 (value 768922517; 0.03% of shares outstanding; change 0.00)
Holder of BRO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3507779 (value 210431668; 0.01% of shares outstanding; change 0.03)
Holder of BRO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3787029 (value 265092030; 0.01% of shares outstanding; change 0.01)
Holder of BRO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3746491 (value 253487594; 0.01% of shares outstanding; change 0.00)
Holder of BRO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3541949 (value 209329180; 0.01% of shares outstanding; change 0.01)
Holder of BRO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3857481 (value 260997178; 0.01% of shares outstanding; change 0.02)
Holder of BRO: Investment Co of America
Shares held as of 2026-06-30: 3706245 (value 250764550; 0.01% of shares outstanding; change 0.00)
Holder of BRO.V: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2026-03-31: 1955000 (value 420325; 0.01% of shares outstanding; change 0.00)
Holder of BRO.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 3570000 (value 767550; 0.02% of shares outstanding; change 0.00)
Holder of BROS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1126898 (value 65360084; 0.01% of shares outstanding; change -0.19)
Holder of BROS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1368962 (value 79399796; 0.01% of shares outstanding; change 0.01)
Holder of BROS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1545711 (value 89651238; 0.01% of shares outstanding; change -0.03)
Holder of BROS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2737939 (value 158800462; 0.02% of shares outstanding; change -0.04)
Holder of BROS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3801625 (value 220494250; 0.03% of shares outstanding; change 0.00)
Holder of BROS: BlackRock Funds-BlackRock Mid-Cap Growth Equity Portfolio
Shares held as of 2026-02-28: 1472592 (value 94245888; 0.01% of shares outstanding; change 1.00)
Holder of BROS: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 1823405 (value 116697920; 0.01% of shares outstanding; change 2.82)
Holder of BROS: American Century Mutual Funds, Inc.-Growth Fund
Shares held as of 2026-03-31: 1196043 (value 66404307; 0.01% of shares outstanding; change 0.21)
Holder of BROS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1850973 (value 102766021; 0.01% of shares outstanding; change 57.41)
Holder of BROS: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1300300 (value 72192656; 0.01% of shares outstanding; change 1.00)
Holder of BROS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 3700403 (value 236825792; 0.03% of shares outstanding; change 2.28)
Holder of BROS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1418494 (value 90783616; 0.01% of shares outstanding; change 0.04)