speb/financial-data huggingface dataset:
Holder of SPEG: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 33912 (value 347598; 0.00% of shares outstanding; change 0.02)
Holder of SPEG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 19234 (value 197917; 0.00% of shares outstanding; change 0.00)
Holder of SPEG: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 34136 (value 351259; 0.00% of shares outstanding; change 0.01)
Holder of SPEG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 19234 (value 198110; 0.00% of shares outstanding; change 0.00)
Holder of SPEG: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 34365 (value 353959; 0.00% of shares outstanding; change 0.01)
Holder of SPFI: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 91763 (value 3812752; 0.00% of shares outstanding; change 0.11)
Holder of SPFI: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2025-12-31: 124831 (value 5066890; 0.01% of shares outstanding; change 0.21)
Holder of SPFI: Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund
Shares held as of 2025-12-31: 130642 (value 5302758; 0.01% of shares outstanding; change 0.00)
Holder of SPFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 132486 (value 5377606; 0.01% of shares outstanding; change -0.03)
Holder of SPFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 391344 (value 15884653; 0.02% of shares outstanding; change 0.03)
Holder of SPFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 124285 (value 5137941; 0.01% of shares outstanding; change 0.00)
Holder of SPFI: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 85745 (value 3826799; 0.00% of shares outstanding; change -0.07)
Holder of SPFI: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2026-03-31: 108759 (value 4853914; 0.01% of shares outstanding; change -0.13)
Holder of SPFI: Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund
Shares held as of 2026-03-31: 115765 (value 5166592; 0.01% of shares outstanding; change -0.11)
Holder of SPFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 138687 (value 6189600; 0.01% of shares outstanding; change 0.05)
Holder of SPFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 410614 (value 18325703; 0.02% of shares outstanding; change 0.05)
Holder of SPFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 313016 (value 12705319; 0.02% of shares outstanding; change -0.02)
Holder of SPFI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 107815 (value 4376210; 0.01% of shares outstanding; change -0.05)
Holder of SPFI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 348919 (value 14497584; 0.02% of shares outstanding; change 0.04)
Holder of SPFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 120626 (value 5383538; 0.01% of shares outstanding; change -0.03)
Holder of SPFI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 96456 (value 4007746; 0.01% of shares outstanding; change 0.05)
Holder of SPFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 300758 (value 12433335; 0.02% of shares outstanding; change -0.04)
Holder of SPFI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 106585 (value 4406223; 0.01% of shares outstanding; change -0.01)
Holder of SPFI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 370207 (value 15304357; 0.02% of shares outstanding; change 0.06)
Holder of SPFI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 90194 (value 3829637; 0.00% of shares outstanding; change -0.06)
Holder of SPFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 303620 (value 13550560; 0.02% of shares outstanding; change 0.01)
Holder of SPFI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 107487 (value 4797144; 0.01% of shares outstanding; change 0.01)
Holder of SPFI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 385522 (value 17205847; 0.02% of shares outstanding; change 0.04)
Holder of SPFI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 177745 (value 7932759; 0.01% of shares outstanding; change 0.97)
Holder of SPG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 8232376 (value 1686896196; 0.03% of shares outstanding; change 0.02)
Holder of SPG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9728655 (value 1993498731; 0.03% of shares outstanding; change 0.00)
Holder of SPG: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 12188060 (value 2637069668; 0.04% of shares outstanding; change 0.01)
Holder of SPG: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 5198176 (value 1194436874; 0.02% of shares outstanding; change 0.04)
Holder of SPG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4153250 (value 851042472; 0.01% of shares outstanding; change 0.00)
Holder of SPG: Income Fund of America
Shares held as of 2026-03-31: 3591652 (value 777107804; 0.01% of shares outstanding; change 0.00)
Holder of SPG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8264211 (value 1898950393; 0.03% of shares outstanding; change 0.00)
Holder of SPG: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3333344 (value 765935780; 0.01% of shares outstanding; change -0.01)
Holder of SPG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9794551 (value 2250591916; 0.03% of shares outstanding; change 0.01)
Holder of SPG: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2854650 (value 655941473; 0.01% of shares outstanding; change 0.00)
Holder of SPG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4167605 (value 901723878; 0.01% of shares outstanding; change 0.00)
Holder of SPG: Income Fund of America
Shares held as of 2026-04-30: 3591652 (value 825289792; 0.01% of shares outstanding; change 0.00)
Holder of SPG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3879045 (value 809925193; 0.01% of shares outstanding; change 0.03)
Holder of SPG: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 12120320 (value 2785007114; 0.04% of shares outstanding; change -0.01)
Holder of SPG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4206548 (value 910149781; 0.01% of shares outstanding; change 0.01)
Holder of SPG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4161783 (value 956294492; 0.01% of shares outstanding; change 0.00)
Holder of SPG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3917034 (value 856929544; 0.01% of shares outstanding; change 0.01)
Holder of SPG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4284828 (value 984567772; 0.01% of shares outstanding; change 0.02)
Holder of SPG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3919340 (value 900585940; 0.01% of shares outstanding; change 0.00)
Holder of SPGI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7817017 (value 3314415208; 0.03% of shares outstanding; change 0.01)
Holder of SPGI: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3368028 (value 1428043872; 0.01% of shares outstanding; change -0.02)
Holder of SPGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9741622 (value 4130447728; 0.03% of shares outstanding; change -0.01)
Holder of SPGI: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 1715847 (value 689873440; 0.01% of shares outstanding; change 0.01)
Holder of SPGI: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-01-31: 1669413 (value 671204186; 0.01% of shares outstanding; change -0.12)
Holder of SPGI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3907854 (value 1656930096; 0.01% of shares outstanding; change -0.01)
Holder of SPGI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7775612 (value 3315520909; 0.03% of shares outstanding; change -0.01)
Holder of SPGI: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 1648347 (value 702855150; 0.01% of shares outstanding; change -0.51)
Holder of SPGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9232191 (value 3936606186; 0.03% of shares outstanding; change -0.05)
Holder of SPGI: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 1725302 (value 735668762; 0.01% of shares outstanding; change -0.03)
Holder of SPGI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3921345 (value 1576615961; 0.01% of shares outstanding; change 0.00)
Holder of SPGI: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 2140372 (value 879521690; 0.01% of shares outstanding; change 0.03)
Holder of SPGI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3653307 (value 1544727749; 0.01% of shares outstanding; change 0.03)
Holder of SPGI: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 1716175 (value 731777009; 0.01% of shares outstanding; change 0.00)
Holder of SPGI: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 1588287 (value 683757553; 0.01% of shares outstanding; change 0.00)
Holder of SPGI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3958004 (value 1591355078; 0.01% of shares outstanding; change 0.01)
Holder of SPGI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3915889 (value 1669735045; 0.01% of shares outstanding; change 0.00)
Holder of SPGI: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 2056703 (value 885410641; 0.01% of shares outstanding; change -0.04)
Holder of SPGI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3689085 (value 1588151092; 0.01% of shares outstanding; change 0.01)
Holder of SPGI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4031752 (value 1719139028; 0.01% of shares outstanding; change 0.02)
Holder of SPGI: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 2063971 (value 880077221; 0.01% of shares outstanding; change 0.00)
Holder of SPGI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3664697 (value 1562626778; 0.01% of shares outstanding; change -0.01)
Holder of SPGI: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 1588287 (value 677245567; 0.01% of shares outstanding; change 0.00)
Holder of SPH: SCM Trust-ICON UTILITIES AND INCOME FUND
Shares held as of 2025-12-31: 36914 (value 716131; 0.00% of shares outstanding; change 0.52)
Holder of SPH: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-01-31: 44939 (value 780365; 0.00% of shares outstanding; change 0.01)
Holder of SPH: GOLDMAN SACHS TRUST-Goldman Sachs Rising Dividend Growth Fund
Shares held as of 2026-01-31: 41430 (value 719431; 0.00% of shares outstanding; change -0.07)
Holder of SPH: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 15247700 (value 282997303; 0.23% of shares outstanding; change 0.05)
Holder of SPH: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 1161944 (value 21054426; 0.02% of shares outstanding; change 0.00)
Holder of SPH: Federated Hermes High Yield TRT-Federated Hermes Opportunistic High Yi
Shares held as of 2026-03-31: 49141 (value 912056; 0.00% of shares outstanding; change 0.00)
Holder of SPH: Fidelity Salem Street Trust-Fidelity Strategic Dividend & Income Fund
Shares held as of 2026-03-31: 17570 (value 340857; 0.00% of shares outstanding; change 0.00)
Holder of SPH: SCM Trust-ICON UTILITIES AND INCOME FUND
Shares held as of 2026-03-31: 36914 (value 685123; 0.00% of shares outstanding; change 0.00)
Holder of SPH: Tidal ETF Trust-Unusual Whales Subversive Republican Trading ETF
Shares held as of 2026-03-31: 15257 (value 283169; 0.00% of shares outstanding; change 0.04)
Holder of SPH: Arrow ETF Trust-Arrow Dow Jones Global Yield ETF
Shares held as of 2026-04-30: 10442 (value 193803; 0.00% of shares outstanding; change 0.09)
Holder of SPH: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-04-30: 46234 (value 858103; 0.00% of shares outstanding; change 0.03)
Holder of SPH: Fidelity Salem Street Trust-Fidelity Strategic Dividend & Income Fund
Shares held as of 2026-04-30: 17470 (value 303366; 0.00% of shares outstanding; change -0.01)
Holder of SPH: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 3685976 (value 71286776; 0.06% of shares outstanding; change -0.01)
Holder of SPH: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 739849 (value 14308679; 0.01% of shares outstanding; change 0.02)
Holder of SPH: GOLDMAN SACHS TRUST-Goldman Sachs Rising Dividend Growth Fund
Shares held as of 2026-04-30: 43595 (value 809123; 0.00% of shares outstanding; change 0.05)
Holder of SPH: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 3740866 (value 67784495; 0.06% of shares outstanding; change 0.01)
Holder of SPH: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 750409 (value 13597411; 0.01% of shares outstanding; change 0.02)
Holder of SPH: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 1161944 (value 21565680; 0.02% of shares outstanding; change 0.00)
Holder of SPH: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 3781286 (value 70180666; 0.06% of shares outstanding; change 0.01)
Holder of SPH: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 747587 (value 13875214; 0.01% of shares outstanding; change 0.00)
Holder of SPHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 285445 (value 39528422; 0.01% of shares outstanding; change -0.02)
Holder of SPHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 612569 (value 84828552; 0.02% of shares outstanding; change -0.01)
Holder of SPHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 395419 (value 54757621; 0.01% of shares outstanding; change -0.01)
Holder of SPHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 832853 (value 115333479; 0.03% of shares outstanding; change -0.01)
Holder of SPHR: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 268885 (value 36638268; 0.01% of shares outstanding; change 0.43)
Holder of SPHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 272043 (value 43505116; 0.01% of shares outstanding; change 0.01)
Holder of SPHR: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 821771 (value 111974511; 0.03% of shares outstanding; change -0.25)
Holder of SPHR: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 337000 (value 45919618; 0.01% of shares outstanding; change -0.01)
Holder of SPHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 296488 (value 40399453; 0.01% of shares outstanding; change 0.04)
Holder of SPHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 627214 (value 85464176; 0.02% of shares outstanding; change 0.02)
Holder of SPHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 855228 (value 116533362; 0.03% of shares outstanding; change 0.03)
Holder of SPHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 665621 (value 92175193; 0.02% of shares outstanding; change -0.02)
Holder of SPHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 268399 (value 36572046; 0.01% of shares outstanding; change -0.01)
Holder of SPHR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 243632 (value 38330623; 0.01% of shares outstanding; change 0.00)
Holder of SPHR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1628274 (value 256176351; 0.06% of shares outstanding; change 0.02)
Holder of SPHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 639516 (value 102271397; 0.02% of shares outstanding; change -0.04)
Holder of SPHR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 245816 (value 36429930; 0.01% of shares outstanding; change 0.01)
Holder of SPHR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1616995 (value 220331729; 0.06% of shares outstanding; change -0.01)
Holder of SPHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 649202 (value 88460260; 0.02% of shares outstanding; change 0.02)
Holder of SPHR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 246172 (value 33543395; 0.01% of shares outstanding; change 0.00)
Holder of SPIE.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1369328 (value 65563426; 0.01% of shares outstanding; change 0.02)
Holder of SPIE.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 753218 (value 38112829; 0.00% of shares outstanding; change 0.00)
Holder of SPIE.PA: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 1178936 (value 59654159; 0.01% of shares outstanding; change 0.04)
Holder of SPIE.PA: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 2232460 (value 106890187; 0.01% of shares outstanding; change 0.00)
Holder of SPIE.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2135523 (value 108057460; 0.01% of shares outstanding; change 0.01)
Holder of SPIE.PA: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2026-03-31: 2884287 (value 138618837; 0.02% of shares outstanding; change 0.17)
Holder of SPIE.PA: Capital Income Builder
Shares held as of 2026-03-31: 2071892 (value 104837732; 0.01% of shares outstanding; change 0.00)
Holder of SPIE.PA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 4295881 (value 206460046; 0.03% of shares outstanding; change 0.00)
Holder of SPIE.PA: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 1179737 (value 59694690; 0.01% of shares outstanding; change -0.47)
Holder of SPIE.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1420304 (value 68259812; 0.01% of shares outstanding; change 0.04)
Holder of SPIE.PA: Capital Income Builder
Shares held as of 2026-04-30: 2071892 (value 99575132; 0.01% of shares outstanding; change 0.00)
Holder of SPIE.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 753218 (value 36199658; 0.00% of shares outstanding; change 0.00)
Holder of SPIE.PA: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 1825745 (value 87416672; 0.01% of shares outstanding; change 0.13)
Holder of SPIE.PA: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 1047130 (value 50325069; 0.01% of shares outstanding; change -0.11)
Holder of SPIE.PA: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 1410654 (value 67796033; 0.01% of shares outstanding; change 0.20)
Holder of SPIE.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2147537 (value 103210631; 0.01% of shares outstanding; change 0.01)
Holder of SPIE.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1045933 (value 52924208; 0.01% of shares outstanding; change 0.01)
Holder of SPIE.PA: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 2030357 (value 97578960; 0.01% of shares outstanding; change 0.11)
Holder of SPIE.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1053898 (value 50650339; 0.01% of shares outstanding; change 0.01)
Holder of SPIR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 325785 (value 7440929; 0.01% of shares outstanding; change -0.03)
Holder of SPIR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 731781 (value 16713878; 0.02% of shares outstanding; change 0.18)
Holder of SPIR: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-01-31: 150783 (value 2668859; 0.00% of shares outstanding; change 1.23)
Holder of SPIR: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 151210 (value 2676417; 0.00% of shares outstanding; change 0.00)
Holder of SPIR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 269171 (value 4764326; 0.01% of shares outstanding; change 0.01)
Holder of SPIR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 135522 (value 1992173; 0.00% of shares outstanding; change 0.01)
Holder of SPIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 165610 (value 2943303; 0.00% of shares outstanding; change 0.04)
Holder of SPIR: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 288259 (value 3167966; 0.01% of shares outstanding; change 1.00)
Holder of SPIR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 345603 (value 3798176; 0.01% of shares outstanding; change 0.06)
Holder of SPIR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 770738 (value 8470410; 0.02% of shares outstanding; change 0.05)
Holder of SPIR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 709012 (value 16193834; 0.02% of shares outstanding; change 0.07)
Holder of SPIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 165007 (value 2920624; 0.00% of shares outstanding; change 0.00)
Holder of SPIR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 290604 (value 3193737; 0.01% of shares outstanding; change 0.08)
Holder of SPIR: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 256251 (value 2816198; 0.01% of shares outstanding; change 0.70)
Holder of SPIR: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 443600 (value 4875163; 0.01% of shares outstanding; change 1.00)
Holder of SPIR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 697165 (value 12339821; 0.02% of shares outstanding; change -0.02)
Holder of SPIR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 242731 (value 4296338; 0.01% of shares outstanding; change 0.00)
Holder of SPIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 158588 (value 2331243; 0.00% of shares outstanding; change -0.04)
Holder of SPIR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 703790 (value 7734651; 0.02% of shares outstanding; change 0.01)
Holder of SPIR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 240227 (value 2640094; 0.01% of shares outstanding; change -0.01)
Holder of SPIR: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 451970 (value 4967150; 0.01% of shares outstanding; change 1.00)
Holder of SPIR: SPDR SERIES TRUST-State Street SPDR S&P Kensho Final Frontiers ETF
Shares held as of 2026-06-30: 461272 (value 5069379; 0.01% of shares outstanding; change 1.00)
Holder of SPK.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 16477900 (value 26315206; 0.01% of shares outstanding; change 0.04)
Holder of SPK.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 3858656 (value 5710810; 0.00% of shares outstanding; change 0.02)
Holder of SPK.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 25288985 (value 37427698; 0.01% of shares outstanding; change 0.00)
Holder of SPK.AX: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 3504777 (value 5379832; 0.00% of shares outstanding; change 0.16)
Holder of SPK.AX: SCHWAB STRATEGIC TRUST-Schwab International Dividend Equity ETF
Shares held as of 2026-02-28: 3597811 (value 5522639; 0.00% of shares outstanding; change 0.48)
Holder of SPK.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 3511168 (value 5389642; 0.00% of shares outstanding; change 0.01)
Holder of SPK.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 17070760 (value 26203616; 0.01% of shares outstanding; change 0.04)
Holder of SPK.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 5864113 (value 9364988; 0.00% of shares outstanding; change 0.12)
Holder of SPK.AX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 9438727 (value 15073647; 0.01% of shares outstanding; change -0.01)
Holder of SPK.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 3912536 (value 6005742; 0.00% of shares outstanding; change 0.01)
Holder of SPK.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 25370749 (value 38944098; 0.01% of shares outstanding; change 0.00)
Holder of SPK.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 13760767 (value 20365935; 0.01% of shares outstanding; change 0.00)
Holder of SPK.AX: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 50491454 (value 74727352; 0.03% of shares outstanding; change 0.04)
Holder of SPK.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 7457753 (value 11037474; 0.00% of shares outstanding; change 0.01)
Holder of SPK.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 6188371 (value 9468207; 0.00% of shares outstanding; change 0.06)
Holder of SPK.AX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 9520291 (value 14566044; 0.01% of shares outstanding; change 0.01)
Holder of SPK.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 13760767 (value 21122776; 0.01% of shares outstanding; change 0.00)
Holder of SPK.AX: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 51393507 (value 78889031; 0.03% of shares outstanding; change 0.02)
Holder of SPK.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 7457753 (value 11447650; 0.00% of shares outstanding; change 0.00)
Holder of SPK.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 6405973 (value 9833168; 0.00% of shares outstanding; change 0.04)
Holder of SPKL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5593 (value 64724; 0.00% of shares outstanding; change 0.00)
Holder of SPKL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5593 (value 70304; 0.00% of shares outstanding; change 0.00)
Holder of SPKL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5593 (value 66780; 0.00% of shares outstanding; change 0.00)
Holder of SPMA: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 281468 (value 7042807; 0.12% of shares outstanding; change 0.12)
Holder of SPMA: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 283277 (value 7079942; 0.12% of shares outstanding; change 0.01)
Holder of SPMC: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2025-12-31: 13720 (value 154350; 0.00% of shares outstanding; change 1.00)
Holder of SPMC: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 30248 (value 308227; 0.00% of shares outstanding; change 0.12)
Holder of SPMC: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 56996 (value 575659; 0.00% of shares outstanding; change 0.88)
Holder of SPNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2382507 (value 50866525; 0.02% of shares outstanding; change 0.01)
Holder of SPNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1538261 (value 32841872; 0.01% of shares outstanding; change 0.02)
Holder of SPNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3361585 (value 71769841; 0.03% of shares outstanding; change 0.08)
Holder of SPNT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1318744 (value 30964108; 0.01% of shares outstanding; change 0.00)
Holder of SPNT: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 2309245 (value 54221071; 0.02% of shares outstanding; change 0.00)
Holder of SPNT: SmallCap World Fund Inc
Shares held as of 2026-03-31: 5680193 (value 143992894; 0.05% of shares outstanding; change -0.15)
Holder of SPNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2424787 (value 61468351; 0.02% of shares outstanding; change 0.02)
Holder of SPNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1545884 (value 39188159; 0.01% of shares outstanding; change 0.01)
Holder of SPNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3416221 (value 86601203; 0.03% of shares outstanding; change 0.02)
Holder of SPNT: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 2520000 (value 63882000; 0.02% of shares outstanding; change -0.14)
Holder of SPNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1947197 (value 41572656; 0.02% of shares outstanding; change 0.00)
Holder of SPNT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3756766 (value 82085338; 0.03% of shares outstanding; change 0.04)
Holder of SPNT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1421976 (value 36047092; 0.01% of shares outstanding; change 0.08)
Holder of SPNT: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 2309245 (value 58539361; 0.02% of shares outstanding; change 0.00)
Holder of SPNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5139664 (value 116978753; 0.04% of shares outstanding; change 0.00)
Holder of SPNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1947197 (value 45720184; 0.02% of shares outstanding; change 0.00)
Holder of SPNT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3891872 (value 91381152; 0.03% of shares outstanding; change 0.04)
Holder of SPNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5139664 (value 130290484; 0.04% of shares outstanding; change 0.00)
Holder of SPNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1947197 (value 49361444; 0.02% of shares outstanding; change 0.00)
Holder of SPNT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4037330 (value 102346317; 0.03% of shares outstanding; change 0.04)
Holder of SPOK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 225209 (value 2384963; 0.01% of shares outstanding; change -0.03)
Holder of SPOK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 578567 (value 6127024; 0.03% of shares outstanding; change 0.09)
Holder of SPOK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 139989 (value 1490182; 0.01% of shares outstanding; change 0.00)
Holder of SPOK: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-01-31: 112665 (value 1184109; 0.01% of shares outstanding; change 0.00)
Holder of SPOK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 210225 (value 2237845; 0.01% of shares outstanding; change 0.02)
Holder of SPOK: NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund
Shares held as of 2026-02-28: 122000 (value 1291980; 0.01% of shares outstanding; change 0.00)
Holder of SPOK: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 100671 (value 1066105; 0.00% of shares outstanding; change 0.00)
Holder of SPOK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 125163 (value 1337992; 0.01% of shares outstanding; change 0.14)
Holder of SPOK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 225209 (value 2384963; 0.01% of shares outstanding; change 0.00)
Holder of SPOK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 615117 (value 6514089; 0.03% of shares outstanding; change 0.06)
Holder of SPOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 452393 (value 4790841; 0.02% of shares outstanding; change 0.02)
Holder of SPOK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 174787 (value 1850994; 0.01% of shares outstanding; change 0.00)
Holder of SPOK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 139989 (value 1482483; 0.01% of shares outstanding; change 0.00)
Holder of SPOK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 132849 (value 1414177; 0.01% of shares outstanding; change 0.06)
Holder of SPOK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 219876 (value 2328486; 0.01% of shares outstanding; change 0.05)
Holder of SPOK: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 116819 (value 1242954; 0.01% of shares outstanding; change 0.00)
Holder of SPOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 434687 (value 4627243; 0.02% of shares outstanding; change -0.04)
Holder of SPOK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 172792 (value 1839370; 0.01% of shares outstanding; change -0.01)
Holder of SPOK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 120304 (value 1274019; 0.01% of shares outstanding; change -0.09)
Holder of SPOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 438821 (value 4647114; 0.02% of shares outstanding; change 0.01)
Holder of SPOK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 174255 (value 1845360; 0.01% of shares outstanding; change 0.01)
Holder of SPOK: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 116279 (value 1231394; 0.01% of shares outstanding; change 0.00)
Holder of SPOT: -Price (T.Rowe) Growth Stock Trust
Shares held as of 2025-12-31: 629836 (value 313456775; 0.00% of shares outstanding; change 0.60)
Holder of SPOT: T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm
Shares held as of 2025-12-31: 695614 (value 346193170; 0.00% of shares outstanding; change 0.02)
Holder of SPOT: T. Rowe Price Growth Stock Fund, Inc.
Shares held as of 2025-12-31: 706524 (value 351622859; 0.00% of shares outstanding; change 0.18)
Holder of SPOT: MFS Series Trust II-MFS Growth Fund
Shares held as of 2026-02-28: 890066 (value 429599258; 0.00% of shares outstanding; change -0.02)
Holder of SPOT: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 2377533 (value 1147540086; 0.01% of shares outstanding; change 0.01)
Holder of SPOT: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 1035668 (value 499875520; 0.01% of shares outstanding; change 0.90)
Holder of SPOT: -Price (T.Rowe) Growth Stock Trust
Shares held as of 2026-03-31: 775327 (value 374219332; 0.00% of shares outstanding; change 0.23)
Holder of SPOT: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 576111 (value 286718918; 0.00% of shares outstanding; change 0.01)
Holder of SPOT: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 891430 (value 430257607; 0.00% of shares outstanding; change -0.01)
Holder of SPOT: T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm
Shares held as of 2026-03-31: 728654 (value 351692142; 0.00% of shares outstanding; change 0.05)
Holder of SPOT: T. Rowe Price Growth Stock Fund, Inc.
Shares held as of 2026-03-31: 810390 (value 391142840; 0.00% of shares outstanding; change 0.15)
Holder of SPOT: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 582981 (value 270608116; 0.00% of shares outstanding; change 0.01)
Holder of SPOT: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1116586 (value 518296881; 0.01% of shares outstanding; change 0.01)
Holder of SPOT: iShares Trust-iShares Russell 1000 Growth ETF
Shares held as of 2026-04-30: 618531 (value 287109715; 0.00% of shares outstanding; change 0.00)
Holder of SPOT: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 589130 (value 284349487; 0.00% of shares outstanding; change 0.01)
Holder of SPOT: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1088869 (value 525553515; 0.01% of shares outstanding; change -0.02)
Holder of SPOT: iShares Trust-iShares Russell 1000 Growth ETF
Shares held as of 2026-05-31: 612051 (value 295412537; 0.00% of shares outstanding; change -0.01)
Holder of SPPL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 99 (value 373; 0.00% of shares outstanding; change 0.00)
Holder of SPPL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 99 (value 378; 0.00% of shares outstanding; change 0.00)
Holder of SPPL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 99 (value 311; 0.00% of shares outstanding; change 0.00)
Holder of SPPP.TO: Cohen & Steers Closed End Opportunity Fund
Shares held as of 2023-09-30: 61774 (value 1116256; 0.01% of shares outstanding; change 0.00)
Holder of SPRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 11907 (value 610471; 0.02% of shares outstanding; change 1.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 5986 (value 301873; 0.01% of shares outstanding; change 0.05)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 817 (value 41201; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1652 (value 83310; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1920 (value 96825; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 11907 (value 512953; 0.02% of shares outstanding; change 0.00)
Holder of SPRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6039 (value 260160; 0.01% of shares outstanding; change 1.00)
Holder of SPRB: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 120 (value 6504; 0.00% of shares outstanding; change 1.00)
Holder of SPRB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 393 (value 17111; 0.00% of shares outstanding; change 1.00)
Holder of SPRB: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 1283 (value 55271; 0.00% of shares outstanding; change 1.00)
Holder of SPRB: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 681 (value 29337; 0.00% of shares outstanding; change 1.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 5964 (value 323248; 0.01% of shares outstanding; change 0.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 817 (value 44281; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1652 (value 89538; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1920 (value 104064; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5566 (value 239783; 0.01% of shares outstanding; change -0.07)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 817 (value 35196; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1652 (value 71168; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1920 (value 82713; 0.00% of shares outstanding; change 0.00)
Holder of SPRB: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 1248 (value 53763; 0.00% of shares outstanding; change 1.00)
Holder of SPRB: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 2053 (value 88443; 0.00% of shares outstanding; change 1.00)
Holder of SPRB: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 142 (value 6182; 0.00% of shares outstanding; change 1.00)
Holder of SPRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 516108 (value 1460585; 0.01% of shares outstanding; change 0.00)
Holder of SPRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1236776 (value 3500075; 0.02% of shares outstanding; change 0.08)
Holder of SPRO: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 28565 (value 62528; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 50000 (value 59500; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 64800 (value 77112; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 206602 (value 590881; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 36745 (value 105090; 0.00% of shares outstanding; change 0.89)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 67356 (value 192638; 0.00% of shares outstanding; change 0.10)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 107797 (value 308299; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 516108 (value 614168; 0.01% of shares outstanding; change 0.00)
Holder of SPRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1236776 (value 1471763; 0.02% of shares outstanding; change 0.00)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 224070 (value 490489; 0.00% of shares outstanding; change 0.08)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 36745 (value 80434; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 67356 (value 147442; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 107797 (value 235967; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-04-30: 33718 (value 76877; 0.00% of shares outstanding; change 0.03)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 224070 (value 266643; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 36745 (value 43726; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 67356 (value 80153; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 107797 (value 128278; 0.00% of shares outstanding; change 0.00)
Holder of SPRO: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-05-31: 35591 (value 56233; 0.00% of shares outstanding; change 0.06)
Holder of SPRO: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 36811 (value 43805; 0.00% of shares outstanding; change 0.52)
Holder of SPRO: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 37188 (value 44253; 0.00% of shares outstanding; change 0.04)
Holder of SPRU: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 13130 (value 34334; 0.00% of shares outstanding; change 0.00)
Holder of SPRU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 193214 (value 556456; 0.01% of shares outstanding; change 0.29)
Holder of SPRU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 423209 (value 1218841; 0.02% of shares outstanding; change 0.00)
Holder of SPRU: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 9634 (value 27745; 0.00% of shares outstanding; change 1.00)
Holder of SPRU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 12716 (value 34587; 0.00% of shares outstanding; change 1.00)