speb/financial-data huggingface dataset:
Holder of IMSR: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 131605 (value 1035731; 0.00% of shares outstanding; change 469.02)
Holder of IMSR: iShares Trust-iShares Morningstar Small-Cap Growth ETF
Shares held as of 2026-04-30: 17599 (value 160678; 0.00% of shares outstanding; change 0.01)
Holder of IMSR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 277078 (value 1352140; 0.00% of shares outstanding; change -0.04)
Holder of IMSR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 49569 (value 241896; 0.00% of shares outstanding; change 0.00)
Holder of IMSR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 81259 (value 396543; 0.00% of shares outstanding; change -0.04)
Holder of IMSR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 106902 (value 521681; 0.00% of shares outstanding; change -0.09)
Holder of IMSR: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 131953 (value 643930; 0.00% of shares outstanding; change 0.00)
Holder of IMTE: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-10-31: 157 (value 73; 0.00% of shares outstanding; change -0.59)
Holder of IMTX: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 2394556 (value 27561340; 0.02% of shares outstanding; change 0.23)
Holder of IMTX: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 2967015 (value 29047076; 0.02% of shares outstanding; change 0.00)
Holder of IMTX: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 2813850 (value 32387414; 0.02% of shares outstanding; change 0.40)
Holder of IMTX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 572827 (value 5607976; 0.00% of shares outstanding; change 0.13)
Holder of IMTX: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 5195961 (value 59805512; 0.04% of shares outstanding; change 0.27)
Holder of IMTX: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 4704698 (value 46058993; 0.04% of shares outstanding; change -0.04)
Holder of IMTX: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 268385 (value 3089111; 0.00% of shares outstanding; change 0.12)
Holder of IMTX: abrdn World Healthcare Fund
Shares held as of 2025-12-31: 446184 (value 5135577; 0.00% of shares outstanding; change -0.19)
Holder of IMTX: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 2427942 (value 22045713; 0.02% of shares outstanding; change 0.01)
Holder of IMTX: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 3008138 (value 27313892; 0.02% of shares outstanding; change 0.01)
Holder of IMTX: NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Value Portfolio
Shares held as of 2026-03-31: 297738 (value 2703461; 0.00% of shares outstanding; change 0.00)
Holder of IMTX: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 2854678 (value 25920476; 0.02% of shares outstanding; change 0.01)
Holder of IMTX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 495393 (value 4498168; 0.00% of shares outstanding; change -0.14)
Holder of IMTX: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 5250156 (value 47671416; 0.04% of shares outstanding; change 0.01)
Holder of IMTX: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 4698266 (value 42660254; 0.04% of shares outstanding; change 0.00)
Holder of IMTX: WASATCH FUNDS TRUST-Wasatch Ultra Growth Fund
Shares held as of 2026-03-31: 454537 (value 4127195; 0.00% of shares outstanding; change -0.10)
Holder of IMTX: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 238738 (value 2167741; 0.00% of shares outstanding; change -0.11)
Holder of IMTX: abrdn World Healthcare Fund
Shares held as of 2026-03-31: 581979 (value 5284369; 0.00% of shares outstanding; change 0.30)
Holder of IMU.AX: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2025-02-28: 12837228 (value 1155350; 0.00% of shares outstanding; change -0.01)
Holder of IMU.AX: VANGUARD WORLD FUND-Vanguard ESG International Stock ETF
Shares held as of 2025-02-28: 1243613 (value 111925; 0.00% of shares outstanding; change 0.00)
Holder of IMU.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-03-31: 56608722 (value 5094785; 0.01% of shares outstanding; change 0.00)
Holder of IMU.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2025-04-30: 3662603 (value 329634; 0.00% of shares outstanding; change 0.00)
Holder of IMU.AX: SPDR INDEX SHARES FUNDS-SPDR Portfolio Developed World ex-US ETF
Shares held as of 2025-04-30: 9357112 (value 842140; 0.00% of shares outstanding; change 0.01)
Holder of IMU.AX: SPDR INDEX SHARES FUNDS-SPDR(R) S&P(R) International Small Cap ETF
Shares held as of 2025-04-30: 1952593 (value 175733; 0.00% of shares outstanding; change 0.00)
Holder of IMU.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2025-04-30: 22988257 (value 2068943; 0.00% of shares outstanding; change -0.05)
Holder of IMU.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd.
Shares held as of 2025-04-30: 8596525 (value 773687; 0.00% of shares outstanding; change 0.00)
Holder of IMU.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2025-04-30: 4852725 (value 436745; 0.00% of shares outstanding; change 0.27)
Holder of IMU.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2025-04-30: 92935232 (value 8364171; 0.01% of shares outstanding; change 0.00)
Holder of IMUX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 151972 (value 2273501; 0.01% of shares outstanding; change 0.49)
Holder of IMUX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 256386 (value 3835534; 0.02% of shares outstanding; change 0.00)
Holder of IMUX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 6993 (value 104615; 0.00% of shares outstanding; change 0.00)
Holder of IMUX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 9442 (value 141252; 0.00% of shares outstanding; change 0.00)
Holder of IMUX: abrdn Healthcare Investors
Shares held as of 2025-12-31: 473877 (value 7089199; 0.03% of shares outstanding; change 0.00)
Holder of IMUX: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 302892 (value 4531264; 0.02% of shares outstanding; change 0.00)
Holder of IMUX: abrdn World Healthcare Fund
Shares held as of 2025-12-31: 47625 (value 712470; 0.00% of shares outstanding; change 0.00)
Holder of IMUX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 2500 (value 37400; 0.00% of shares outstanding; change 0.00)
Holder of IMUX: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 43893 (value 587727; 0.00% of shares outstanding; change 1.00)
Holder of IMUX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 136180 (value 1823450; 0.01% of shares outstanding; change -0.10)
Holder of IMUX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 366389 (value 4905948; 0.03% of shares outstanding; change 0.43)
Holder of IMUX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 6993 (value 93636; 0.00% of shares outstanding; change 0.00)
Holder of IMUX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 4270 (value 62982; 0.00% of shares outstanding; change -0.55)
Holder of IMUX: abrdn Healthcare Investors
Shares held as of 2026-03-31: 473877 (value 6345213; 0.03% of shares outstanding; change 0.00)
Holder of IMUX: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 302892 (value 4055723; 0.02% of shares outstanding; change 0.00)
Holder of IMUX: abrdn World Healthcare Fund
Shares held as of 2026-03-31: 47625 (value 637698; 0.00% of shares outstanding; change 0.00)
Holder of IMUX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 30336 (value 387390; 0.00% of shares outstanding; change 0.18)
Holder of IMUX: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-04-30: 6201 (value 91464; 0.00% of shares outstanding; change 1.00)
Holder of IMUX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 8500 (value 113815; 0.00% of shares outstanding; change 2.40)
Holder of IMUX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 30735 (value 453341; 0.00% of shares outstanding; change 0.01)
Holder of IMUX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 30333 (value 406158; 0.00% of shares outstanding; change -0.01)
Holder of IMUX: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 5970 (value 90505; 0.00% of shares outstanding; change 38.02)
Holder of IMUX: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 7035 (value 94198; 0.00% of shares outstanding; change 1.00)
Holder of IMVT: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1015798 (value 33826072; 0.00% of shares outstanding; change 0.15)
Holder of IMVT: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1738969 (value 57907666; 0.01% of shares outstanding; change -0.04)
Holder of IMVT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1837664 (value 61194209; 0.01% of shares outstanding; change 0.11)
Holder of IMVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2558295 (value 85191221; 0.01% of shares outstanding; change 0.20)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 5098631 (value 158618413; 0.02% of shares outstanding; change 0.01)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 1411687 (value 43917583; 0.01% of shares outstanding; change 0.01)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 1263559 (value 39309321; 0.01% of shares outstanding; change 0.05)
Holder of IMVT: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 1045306 (value 41195509; 0.01% of shares outstanding; change 1.00)
Holder of IMVT: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1497019 (value 58997518; 0.01% of shares outstanding; change -0.14)
Holder of IMVT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1054007 (value 41538415; 0.01% of shares outstanding; change 0.94)
Holder of IMVT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1875363 (value 73908055; 0.01% of shares outstanding; change 0.02)
Holder of IMVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2597335 (value 102360971; 0.01% of shares outstanding; change 0.02)
Holder of IMVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1981284 (value 65976755; 0.01% of shares outstanding; change 0.16)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 5098631 (value 194257833; 0.02% of shares outstanding; change 0.00)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 1407165 (value 53612984; 0.01% of shares outstanding; change 0.00)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 1216559 (value 46350896; 0.01% of shares outstanding; change -0.04)
Holder of IMVT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2869106 (value 109312934; 0.01% of shares outstanding; change 0.12)
Holder of IMVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1913237 (value 72894326; 0.01% of shares outstanding; change -0.03)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 5098631 (value 200937046; 0.02% of shares outstanding; change 0.00)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 1402578 (value 55275598; 0.01% of shares outstanding; change 0.00)
Holder of IMVT: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 1113759 (value 43893242; 0.01% of shares outstanding; change -0.08)
Holder of IMVT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2840886 (value 112811580; 0.01% of shares outstanding; change -0.01)
Holder of IMVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1949639 (value 76835272; 0.01% of shares outstanding; change 0.02)
Holder of IMVT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2567056 (value 101167676; 0.01% of shares outstanding; change -0.10)
Holder of IMXI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 325298 (value 4869711; 0.01% of shares outstanding; change 0.02)
Holder of IMXI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 858388 (value 12850068; 0.03% of shares outstanding; change -0.06)
Holder of IMXI: Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET
Shares held as of 2026-01-31: 211588 (value 2962232; 0.01% of shares outstanding; change -0.21)
Holder of IMXI: Janus Detroit Street Trust-Janus Henderson Small Cap Growth Alpha ETF
Shares held as of 2026-01-31: 214349 (value 3000886; 0.01% of shares outstanding; change -0.13)
Holder of IMXI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 261167 (value 3656338; 0.01% of shares outstanding; change 0.00)
Holder of IMXI: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 143319 (value 1867446; 0.00% of shares outstanding; change -0.01)
Holder of IMXI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 169867 (value 2539511; 0.01% of shares outstanding; change 0.10)
Holder of IMXI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 145435 (value 1895018; 0.00% of shares outstanding; change 1.00)
Holder of IMXI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 336141 (value 4379917; 0.01% of shares outstanding; change 0.03)
Holder of IMXI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 858388 (value 11184795; 0.03% of shares outstanding; change 0.00)
Holder of IMXI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 690598 (value 10338252; 0.02% of shares outstanding; change 0.02)
Holder of IMXI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 541394 (value 8093840; 0.02% of shares outstanding; change 0.00)
Holder of IMXI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 146613 (value 2052582; 0.00% of shares outstanding; change -0.14)
Holder of IMXI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 259378 (value 3379695; 0.01% of shares outstanding; change -0.01)
Holder of IMXI: Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET
Shares held as of 2026-04-30: 175538 (value 2287260; 0.01% of shares outstanding; change -0.17)
Holder of IMXI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 663585 (value 9290190; 0.02% of shares outstanding; change -0.04)
Holder of IMXI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 225935 (value 3163090; 0.01% of shares outstanding; change 0.00)
Holder of IMXI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 494929 (value 6929006; 0.02% of shares outstanding; change -0.09)
Holder of IMXI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 143108 (value 1864697; 0.00% of shares outstanding; change -0.02)
Holder of IMXI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 685886 (value 8937094; 0.02% of shares outstanding; change 0.03)
Holder of IMXI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 223607 (value 2913599; 0.01% of shares outstanding; change -0.01)
Holder of IMXI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 396372 (value 5164727; 0.01% of shares outstanding; change -0.20)
Holder of INAB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 19475 (value 36418; 0.00% of shares outstanding; change 0.00)
Holder of INAB: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 332083 (value 484841; 0.03% of shares outstanding; change 3.77)
Holder of INAB: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 200 (value 240; 0.00% of shares outstanding; change -0.60)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 63843 (value 92572; 0.01% of shares outstanding; change 2.78)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 567 (value 822; 0.00% of shares outstanding; change 0.00)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8320 (value 12064; 0.00% of shares outstanding; change 2.21)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2040 (value 2958; 0.00% of shares outstanding; change 0.00)
Holder of INAB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 88865 (value 106638; 0.01% of shares outstanding; change 3.56)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 63611 (value 92872; 0.01% of shares outstanding; change 0.00)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 567 (value 827; 0.00% of shares outstanding; change 0.00)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8320 (value 12147; 0.00% of shares outstanding; change 0.00)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2040 (value 2978; 0.00% of shares outstanding; change 0.00)
Holder of INAB: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 332083 (value 398499; 0.03% of shares outstanding; change 0.00)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 63611 (value 76333; 0.01% of shares outstanding; change 0.00)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 567 (value 680; 0.00% of shares outstanding; change 0.00)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8320 (value 9984; 0.00% of shares outstanding; change 0.00)
Holder of INAB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2040 (value 2448; 0.00% of shares outstanding; change 0.00)
Holder of INAC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 11416 (value 116671; 0.00% of shares outstanding; change 1.00)
Holder of INAC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 4010 (value 40982; 0.00% of shares outstanding; change 1.00)
Holder of INAC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 206081 (value 2106147; 0.01% of shares outstanding; change 1.00)
Holder of INAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1022000; 0.01% of shares outstanding; change 1.00)
Holder of INAC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 7942 (value 81246; 0.00% of shares outstanding; change 1.00)
Holder of INAC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 11056 (value 112992; 0.00% of shares outstanding; change 1.00)
Holder of INAC: High Income Securities Fund
Shares held as of 2026-02-28: 143399 (value 1474141; 0.01% of shares outstanding; change 0.00)
Holder of INAC: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 5150 (value 52941; 0.00% of shares outstanding; change 0.00)
Holder of INAC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 11416 (value 117356; 0.00% of shares outstanding; change 0.00)
Holder of INAC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 4010 (value 41222; 0.00% of shares outstanding; change 0.00)
Holder of INAC: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 20000 (value 205599; 0.00% of shares outstanding; change -0.41)
Holder of INAC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 206081 (value 2118512; 0.01% of shares outstanding; change 0.00)
Holder of INAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1027999; 0.01% of shares outstanding; change 0.00)
Holder of INAC: TRT for Professional Managers-CrossingBridge Ultra-Short Duration ETF
Shares held as of 2026-03-31: 25000 (value 256999; 0.00% of shares outstanding; change 1.00)
Holder of INAC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 7942 (value 81643; 0.00% of shares outstanding; change 0.00)
Holder of INAC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 11056 (value 113655; 0.00% of shares outstanding; change 0.00)
Holder of INBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 85239 (value 2059374; 0.01% of shares outstanding; change -0.01)
Holder of INBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 242202 (value 5851600; 0.03% of shares outstanding; change 0.00)
Holder of INBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 78047 (value 1992539; 0.01% of shares outstanding; change -0.22)
Holder of INBK: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 61703 (value 1632044; 0.01% of shares outstanding; change -0.03)
Holder of INBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 76380 (value 1949981; 0.01% of shares outstanding; change 0.02)
Holder of INBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 47834 (value 1181021; 0.01% of shares outstanding; change 0.09)
Holder of INBK: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 240000 (value 6348000; 0.03% of shares outstanding; change 0.20)
Holder of INBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 88910 (value 2351669; 0.01% of shares outstanding; change 0.04)
Holder of INBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 242202 (value 6406243; 0.03% of shares outstanding; change 0.00)
Holder of INBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 193023 (value 4663435; 0.02% of shares outstanding; change -0.05)
Holder of INBK: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 347132 (value 9181641; 0.04% of shares outstanding; change 0.00)
Holder of INBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 63836 (value 1576110; 0.01% of shares outstanding; change -0.12)
Holder of INBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 69150 (value 1829017; 0.01% of shares outstanding; change -0.11)
Holder of INBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 47660 (value 1216759; 0.01% of shares outstanding; change 0.00)
Holder of INBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 76644 (value 2027233; 0.01% of shares outstanding; change 0.00)
Holder of INBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 185532 (value 4736632; 0.02% of shares outstanding; change -0.04)
Holder of INBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 54780 (value 1398533; 0.01% of shares outstanding; change -0.14)
Holder of INBK: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-05-31: 50000 (value 1322500; 0.01% of shares outstanding; change 0.14)
Holder of INBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 187281 (value 4953582; 0.02% of shares outstanding; change 0.01)
Holder of INBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 47661 (value 1260633; 0.01% of shares outstanding; change -0.13)
Holder of INBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5810 (value 14931; 0.00% of shares outstanding; change 0.00)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 22934 (value 56188; 0.01% of shares outstanding; change 2.12)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1769 (value 4334; 0.00% of shares outstanding; change 0.25)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 409 (value 1002; 0.00% of shares outstanding; change 0.00)
Holder of INBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5810 (value 10167; 0.00% of shares outstanding; change 0.00)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22851 (value 54385; 0.01% of shares outstanding; change 0.00)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1769 (value 4210; 0.00% of shares outstanding; change 0.00)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 409 (value 973; 0.00% of shares outstanding; change 0.00)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 12545 (value 21953; 0.01% of shares outstanding; change -0.45)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1769 (value 3095; 0.00% of shares outstanding; change 0.00)
Holder of INBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 409 (value 715; 0.00% of shares outstanding; change 0.00)
Holder of INBX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 103720 (value 10787917; 0.01% of shares outstanding; change -0.02)
Holder of INBX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 363841 (value 37843103; 0.02% of shares outstanding; change 0.01)
Holder of INBX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 88676 (value 8273471; 0.01% of shares outstanding; change 0.01)
Holder of INBX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 51062 (value 4442904; 0.00% of shares outstanding; change 0.02)
Holder of INBX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 353292 (value 28810963; 0.02% of shares outstanding; change -0.07)
Holder of INBX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 108778 (value 8870846; 0.01% of shares outstanding; change 0.05)
Holder of INBX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 363841 (value 29671234; 0.02% of shares outstanding; change 0.00)
Holder of INBX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 75835 (value 7887598; 0.01% of shares outstanding; change -0.01)
Holder of INBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 224508 (value 23351077; 0.02% of shares outstanding; change 0.02)
Holder of INBX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 77799 (value 8091874; 0.01% of shares outstanding; change -0.02)
Holder of INBX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 50876 (value 4746730; 0.00% of shares outstanding; change 0.00)
Holder of INBX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 89615 (value 7308103; 0.01% of shares outstanding; change 0.01)
Holder of INBX: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-04-30: 69479 (value 6405963; 0.00% of shares outstanding; change 1.00)
Holder of INBX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 327429 (value 30549126; 0.02% of shares outstanding; change 0.10)
Holder of INBX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 75408 (value 7035566; 0.01% of shares outstanding; change -0.01)
Holder of INBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 215655 (value 20120612; 0.01% of shares outstanding; change -0.04)
Holder of INBX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 76914 (value 7176076; 0.01% of shares outstanding; change -0.01)
Holder of INBX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 49623 (value 4046755; 0.00% of shares outstanding; change -0.02)
Holder of INBX: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-05-31: 73584 (value 6430505; 0.01% of shares outstanding; change 0.06)
Holder of INBX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 75345 (value 6144384; 0.01% of shares outstanding; change 0.00)
Holder of INBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 217722 (value 17755229; 0.01% of shares outstanding; change 0.01)
Holder of INBX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 78543 (value 6405181; 0.01% of shares outstanding; change 0.02)
Holder of INBX: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-06-30: 76586 (value 6245588; 0.01% of shares outstanding; change 0.04)
Holder of INBX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 399547 (value 32583059; 0.03% of shares outstanding; change 0.22)
Holder of INCY: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 8987414 (value 869442411; 0.05% of shares outstanding; change -0.05)
Holder of INCY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4159082 (value 402349583; 0.02% of shares outstanding; change 0.03)
Holder of INCY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2137198 (value 206752529; 0.01% of shares outstanding; change -0.03)
Holder of INCY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3786844 (value 366339280; 0.02% of shares outstanding; change -0.04)
Holder of INCY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5236865 (value 506614308; 0.03% of shares outstanding; change 0.00)
Holder of INCY: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 1590914 (value 164914151; 0.01% of shares outstanding; change 1.00)
Holder of INCY: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 8281428 (value 974475617; 0.04% of shares outstanding; change -0.08)
Holder of INCY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2134915 (value 206531672; 0.01% of shares outstanding; change 0.02)
Holder of INCY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4248699 (value 499944403; 0.02% of shares outstanding; change 0.02)
Holder of INCY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2182253 (value 256785706; 0.01% of shares outstanding; change 0.02)
Holder of INCY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3900485 (value 458970062; 0.02% of shares outstanding; change 0.03)
Holder of INCY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5376072 (value 632602382; 0.03% of shares outstanding; change 0.03)
Holder of INCY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2142294 (value 222070203; 0.01% of shares outstanding; change 0.00)
Holder of INCY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1782781 (value 193485219; 0.01% of shares outstanding; change -0.03)
Holder of INCY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1984286 (value 215354557; 0.01% of shares outstanding; change 0.03)
Holder of INCY: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2365620 (value 278362501; 0.01% of shares outstanding; change 0.49)
Holder of INCY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2162320 (value 224146099; 0.01% of shares outstanding; change 0.01)
Holder of INCY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2139308 (value 251732368; 0.01% of shares outstanding; change 0.00)
Holder of INCY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1774265 (value 208032571; 0.01% of shares outstanding; change 0.00)
Holder of INCY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2003783 (value 233861512; 0.01% of shares outstanding; change 0.01)
Holder of INCY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2202696 (value 259191234; 0.01% of shares outstanding; change 0.02)
Holder of INCY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1726977 (value 203213380; 0.01% of shares outstanding; change -0.03)
Holder of INCY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2013968 (value 236983610; 0.01% of shares outstanding; change 0.01)
Holder of INDB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 534576 (value 42274271; 0.01% of shares outstanding; change 0.01)
Holder of INDB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1124753 (value 88945469; 0.02% of shares outstanding; change -0.05)
Holder of INDB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 725388 (value 57363684; 0.02% of shares outstanding; change -0.04)
Holder of INDB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1582664 (value 125157072; 0.03% of shares outstanding; change -0.01)
Holder of INDB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 591760 (value 48169264; 0.01% of shares outstanding; change 0.00)
Holder of INDB: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 753291 (value 64120131; 0.02% of shares outstanding; change -0.16)
Holder of INDB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 492692 (value 40105129; 0.01% of shares outstanding; change 0.01)
Holder of INDB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 552049 (value 46990412; 0.01% of shares outstanding; change 0.03)
Holder of INDB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1142922 (value 97285523; 0.02% of shares outstanding; change 0.02)
Holder of INDB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 727948 (value 61962935; 0.02% of shares outstanding; change 0.00)
Holder of INDB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1562333 (value 132985789; 0.03% of shares outstanding; change -0.01)
Holder of INDB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1208248 (value 95548254; 0.03% of shares outstanding; change -0.02)
Holder of INDB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 607535 (value 51713380; 0.01% of shares outstanding; change 0.03)
Holder of INDB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 493052 (value 41968587; 0.01% of shares outstanding; change 0.00)
Holder of INDB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 453327 (value 36900818; 0.01% of shares outstanding; change 0.01)
Holder of INDB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3002552 (value 244407737; 0.06% of shares outstanding; change 0.01)
Holder of INDB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1180968 (value 96130797; 0.02% of shares outstanding; change -0.02)
Holder of INDB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 454235 (value 38024011; 0.01% of shares outstanding; change 0.00)
Holder of INDB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3007136 (value 255967424; 0.06% of shares outstanding; change 0.00)
Holder of INDB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1216176 (value 103520904; 0.03% of shares outstanding; change 0.03)
Holder of INDB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 535284 (value 45563375; 0.01% of shares outstanding; change 0.33)
Holder of INDI: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2025-12-31: 4837394 (value 24138594; 0.02% of shares outstanding; change 0.04)
Holder of INDI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5410238 (value 26997086; 0.03% of shares outstanding; change 0.04)
Holder of INDI: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-01-31: 2834790 (value 11480900; 0.01% of shares outstanding; change 0.00)
Holder of INDI: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 4883790 (value 16946751; 0.02% of shares outstanding; change 0.03)
Holder of INDI: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 5252665 (value 18226747; 0.02% of shares outstanding; change 0.00)
Holder of INDI: BARON INVESTMENT Fd.S TRT -Baron Opportunity Fd.
Shares held as of 2026-03-31: 6500000 (value 22555000; 0.03% of shares outstanding; change 0.24)
Holder of INDI: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 5500000 (value 19085000; 0.03% of shares outstanding; change -0.08)
Holder of INDI: BARON SELECT FUNDS-Baron Global Opportunity Fund
Shares held as of 2026-03-31: 2546326 (value 8835751; 0.01% of shares outstanding; change 0.46)
Holder of INDI: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2026-03-31: 5457106 (value 18936157; 0.03% of shares outstanding; change 0.13)
Holder of INDI: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 20663880 (value 83688717; 0.10% of shares outstanding; change 0.02)
Holder of INDI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5410238 (value 18773526; 0.03% of shares outstanding; change 0.00)
Holder of INDI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4831337 (value 24108370; 0.02% of shares outstanding; change 0.02)
Holder of INDI: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 20663880 (value 71703664; 0.10% of shares outstanding; change 0.00)
Holder of INDI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-04-30: 7429056 (value 30459128; 0.04% of shares outstanding; change 0.04)
Holder of INDI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4708001 (value 19067404; 0.02% of shares outstanding; change -0.03)
Holder of INDI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-05-31: 7900074 (value 35076329; 0.04% of shares outstanding; change 0.06)
Holder of INDI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4752685 (value 16491817; 0.02% of shares outstanding; change 0.01)
Holder of INDI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 12295359 (value 42664896; 0.06% of shares outstanding; change 0.56)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 25830 (value 94537; 0.00% of shares outstanding; change 2.19)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 506 (value 1851; 0.00% of shares outstanding; change 0.00)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 462 (value 1690; 0.00% of shares outstanding; change 0.00)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 25736 (value 97153; 0.00% of shares outstanding; change 0.00)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3929 (value 14831; 0.00% of shares outstanding; change 6.76)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 462 (value 1744; 0.00% of shares outstanding; change 0.00)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 17640 (value 46040; 0.00% of shares outstanding; change -0.31)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3929 (value 10254; 0.00% of shares outstanding; change 0.00)
Holder of INDP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 462 (value 1205; 0.00% of shares outstanding; change 0.00)
Holder of INDV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1186375 (value 45461889; 0.01% of shares outstanding; change 0.01)
Holder of INDV: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1257555 (value 48390715; 0.01% of shares outstanding; change 1.00)
Holder of INDV: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 2080004 (value 78239353; 0.02% of shares outstanding; change 1.00)
Holder of INDV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1391291 (value 56382069; 0.01% of shares outstanding; change 1.00)
Holder of INDV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1612084 (value 65329706; 0.01% of shares outstanding; change 1.00)
Holder of INDV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2883505 (value 116854044; 0.02% of shares outstanding; change 1.00)
Holder of INDV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3969610 (value 160868451; 0.03% of shares outstanding; change 1.00)
Holder of INDV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3066842 (value 110467650; 0.03% of shares outstanding; change 0.02)
Holder of INDV: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1184055 (value 47983830; 0.01% of shares outstanding; change -0.06)
Holder of INDV: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 2093704 (value 84847357; 0.02% of shares outstanding; change 0.01)
Holder of INDV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1198999 (value 48589436; 0.01% of shares outstanding; change 0.01)
Holder of INDV: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-04-30: 1326936 (value 51060496; 0.01% of shares outstanding; change 0.06)
Holder of INDV: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1141612 (value 41120864; 0.01% of shares outstanding; change 0.01)
Holder of INDV: SPDR SERIES TRUST-State Street SPDR S&P 600 Small Cap Growth ETF
Shares held as of 2026-04-30: 700586 (value 25235108; 0.01% of shares outstanding; change 0.06)
Holder of INDV: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7608962 (value 291575421; 0.06% of shares outstanding; change 0.01)
Holder of INDV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2946759 (value 112919803; 0.02% of shares outstanding; change -0.04)
Holder of INDV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 848783 (value 30573164; 0.01% of shares outstanding; change 0.01)
Holder of INDV: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-04-30: 1098248 (value 39558893; 0.01% of shares outstanding; change 0.02)
Holder of INDV: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-05-31: 1387634 (value 56254683; 0.01% of shares outstanding; change 0.05)
Holder of INDV: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7598725 (value 307938342; 0.06% of shares outstanding; change 0.00)
Holder of INDV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2974796 (value 120553612; 0.02% of shares outstanding; change 0.01)
Holder of INDV: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-06-30: 1535924 (value 62243322; 0.01% of shares outstanding; change 0.11)
Holder of INF.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 10376840 (value 8450898749; 0.01% of shares outstanding; change -0.01)
Holder of INF.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 12181161 (value 9920337815; 0.01% of shares outstanding; change 0.01)
Holder of INF.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 7712937 (value 6281416081; 0.01% of shares outstanding; change -0.03)
Holder of INF.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 18918762 (value 16292838065; 0.02% of shares outstanding; change -0.01)
Holder of INF.L: MFS Series Trust X-MFS International Large Cap Value Fund
Shares held as of 2026-02-28: 5166975 (value 4552104975; 0.00% of shares outstanding; change -0.06)
Holder of INF.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 10357535 (value 9124988335; 0.01% of shares outstanding; change 0.00)
Holder of INF.L: FMI Funds Inc-International Fund
Shares held as of 2026-03-31: 9450000 (value 8325450000; 0.01% of shares outstanding; change 0.19)