speb/financial-data huggingface dataset:
Holder of BHC.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 957190 (value 5982437; 0.00% of shares outstanding; change 0.03)
Holder of BHC.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3762192 (value 23513700; 0.01% of shares outstanding; change 0.00)
Holder of BHC.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 398753 (value 2492206; 0.00% of shares outstanding; change 0.00)
Holder of BHE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 770294 (value 65059030; 0.02% of shares outstanding; change -0.05)
Holder of BHE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1079650 (value 91187238; 0.03% of shares outstanding; change -0.01)
Holder of BHE: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 612492 (value 56453386; 0.02% of shares outstanding; change 0.00)
Holder of BHE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 653408 (value 60224614; 0.02% of shares outstanding; change 0.00)
Holder of BHE: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1728883 (value 159351142; 0.05% of shares outstanding; change 0.00)
Holder of BHE: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 651261 (value 60026725; 0.02% of shares outstanding; change 3.16)
Holder of BHE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 901325 (value 73097456; 0.03% of shares outstanding; change 0.03)
Holder of BHE: Franklin Templeton Varbl Insurance Prod. TRT-FRANKLIN SMALL CAP VALUE 
Shares held as of 2026-03-31: 515044 (value 41770067; 0.01% of shares outstanding; change -0.06)
Holder of BHE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 780567 (value 63303982; 0.02% of shares outstanding; change 0.01)
Holder of BHE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1097714 (value 89024603; 0.03% of shares outstanding; change 0.02)
Holder of BHE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 871247 (value 73585520; 0.02% of shares outstanding; change 0.01)
Holder of BHE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1373300 (value 115247333; 0.04% of shares outstanding; change 0.10)
Holder of BHE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 619848 (value 50269671; 0.02% of shares outstanding; change -0.05)
Holder of BHE: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1442153 (value 116958606; 0.04% of shares outstanding; change -0.17)
Holder of BHE: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 648513 (value 52594403; 0.02% of shares outstanding; change 0.00)
Holder of BHE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2175081 (value 200477211; 0.06% of shares outstanding; change 0.02)
Holder of BHE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 837197 (value 72107775; 0.02% of shares outstanding; change -0.04)
Holder of BHE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1470243 (value 119751287; 0.04% of shares outstanding; change 0.07)
Holder of BHE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 554372 (value 43490481; 0.02% of shares outstanding; change 0.01)
Holder of BHE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2166397 (value 175694793; 0.06% of shares outstanding; change 0.00)
Holder of BHE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 848156 (value 68785450; 0.02% of shares outstanding; change 0.01)
Holder of BHE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1589427 (value 128902527; 0.04% of shares outstanding; change 0.08)
Holder of BHF: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 500741 (value 31561704; 0.01% of shares outstanding; change 0.61)
Holder of BHF: NexPoint Funds I-NexPoint Merger Arbitrage Fund
Shares held as of 2025-12-31: 548392 (value 34301919; 0.01% of shares outstanding; change 1.00)
Holder of BHF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 615099 (value 38474441; 0.01% of shares outstanding; change 0.01)
Holder of BHF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1296925 (value 81122657; 0.02% of shares outstanding; change -0.04)
Holder of BHF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 836497 (value 52322886; 0.01% of shares outstanding; change -0.04)
Holder of BHF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1801004 (value 112652798; 0.03% of shares outstanding; change 0.01)
Holder of BHF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 761914 (value 48191060; 0.01% of shares outstanding; change -0.03)
Holder of BHF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 447913 (value 28330497; 0.01% of shares outstanding; change 0.00)
Holder of BHF: Franklin Mutual Series Funds-FRANKLIN MUTUAL QUEST FUND
Shares held as of 2026-03-31: 621025 (value 39261201; 0.01% of shares outstanding; change 0.54)
Holder of BHF: NexPoint Funds I-NexPoint Merger Arbitrage Fund
Shares held as of 2026-03-31: 548392 (value 34669342; 0.01% of shares outstanding; change 0.00)
Holder of BHF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 638806 (value 40385316; 0.01% of shares outstanding; change 0.04)
Holder of BHF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1318551 (value 83358795; 0.02% of shares outstanding; change 0.02)
Holder of BHF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 839639 (value 53081978; 0.01% of shares outstanding; change 0.00)
Holder of BHF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1816514 (value 114840017; 0.03% of shares outstanding; change 0.01)
Holder of BHF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2112934 (value 132375318; 0.04% of shares outstanding; change -0.03)
Holder of BHF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 761914 (value 48168204; 0.01% of shares outstanding; change 0.00)
Holder of BHF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 462056 (value 29211180; 0.01% of shares outstanding; change 0.03)
Holder of BHF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1928532 (value 121979649; 0.03% of shares outstanding; change 0.02)
Holder of BHF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2144586 (value 140266644; 0.04% of shares outstanding; change 0.02)
Holder of BHF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1940305 (value 122666084; 0.03% of shares outstanding; change 0.01)
Holder of BHF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2220736 (value 140394932; 0.04% of shares outstanding; change 0.04)
Holder of BHFAM: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 895893 (value 9693561; 0.06% of shares outstanding; change 0.80)
Holder of BHFAM: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 1169548 (value 11625306; 0.08% of shares outstanding; change 0.31)
Holder of BHFAM: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-04-30: 4000 (value 43680; 0.00% of shares outstanding; change 0.00)
Holder of BHFAM: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 266418 (value 2885306; 0.02% of shares outstanding; change -0.02)
Holder of BHFAM: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-04-30: 4062 (value 43991; 0.00% of shares outstanding; change -0.10)
Holder of BHFAM: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 511008 (value 5534216; 0.04% of shares outstanding; change 0.01)
Holder of BHFAM: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 195175 (value 2113745; 0.01% of shares outstanding; change -0.01)
Holder of BHFAM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 962442 (value 10201885; 0.07% of shares outstanding; change -0.03)
Holder of BHFAM: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-05-31: 4000 (value 42400; 0.00% of shares outstanding; change 0.00)
Holder of BHFAM: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 269960 (value 2799485; 0.02% of shares outstanding; change 0.01)
Holder of BHFAM: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-05-31: 4062 (value 42651; 0.00% of shares outstanding; change 0.00)
Holder of BHFAM: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 504876 (value 5235564; 0.04% of shares outstanding; change -0.01)
Holder of BHFAM: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-05-31: 192883 (value 2000196; 0.01% of shares outstanding; change -0.01)
Holder of BHFAM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 941396 (value 9357475; 0.07% of shares outstanding; change -0.02)
Holder of BHFAM: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-06-30: 4000 (value 39759; 0.00% of shares outstanding; change 0.00)
Holder of BHFAM: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-06-30: 7035 (value 69927; 0.00% of shares outstanding; change 0.73)
Holder of BHFAM: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 516775 (value 5136743; 0.04% of shares outstanding; change 0.02)
Holder of BHFAM: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-06-30: 189969 (value 1888291; 0.01% of shares outstanding; change -0.02)
Holder of BHFAN: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 984698 (value 12131479; 0.05% of shares outstanding; change 0.34)
Holder of BHFAN: HARTFORD MUTUAL FUNDS INC/CT-Hartford Multi-Asset Income Fund
Shares held as of 2026-01-31: 8874 (value 109327; 0.00% of shares outstanding; change 0.64)
Holder of BHFAN: HARTFORD MUTUAL FUNDS INC/CT-The Hartford Strategic Income Fund
Shares held as of 2026-01-31: 99087 (value 1220751; 0.01% of shares outstanding; change 1.08)
Holder of BHFAN: John Hancock Exch-Trd Fd. TRT-John Hancock Preferred Income ETF
Shares held as of 2026-01-31: 55740 (value 686716; 0.00% of shares outstanding; change 1.00)
Holder of BHFAN: Series Portfolios Trust-Infrastructure Capital Small Cap Income ETF
Shares held as of 2026-02-28: 11163 (value 126700; 0.00% of shares outstanding; change 0.83)
Holder of BHFAN: John Hancock Exch-Trd Fd. TRT-John Hancock Preferred Income ETF
Shares held as of 2026-03-31: 58190 (value 660456; 0.00% of shares outstanding; change 0.04)
Holder of BHFAN: Spirit of America Investment Fund, Inc.-Spirit of America Income Fund
Shares held as of 2026-03-31: 20000 (value 245000; 0.00% of shares outstanding; change 0.00)
Holder of BHFAN: -Hartford Strategic Income ETF
Shares held as of 2026-04-30: 9497 (value 115673; 0.00% of shares outstanding; change 0.00)
Holder of BHFAN: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 1527546 (value 17337647; 0.08% of shares outstanding; change 0.55)
Holder of BHFAN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 396679 (value 4831550; 0.02% of shares outstanding; change -0.02)
Holder of BHFAN: HARTFORD MUTUAL FUNDS INC/CT-The Hartford Strategic Income Fund
Shares held as of 2026-04-30: 49837 (value 565649; 0.00% of shares outstanding; change -0.50)
Holder of BHFAN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 841367 (value 10247850; 0.04% of shares outstanding; change 0.01)
Holder of BHFAN: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 320647 (value 3905480; 0.02% of shares outstanding; change -0.01)
Holder of BHFAN: Spirit of America Investment Fund, Inc.-Spirit of America Income Fund
Shares held as of 2026-04-30: 20000 (value 242000; 0.00% of shares outstanding; change 0.00)
Holder of BHFAN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1591742 (value 19260078; 0.08% of shares outstanding; change -0.03)
Holder of BHFAN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 402475 (value 4789452; 0.02% of shares outstanding; change 0.01)
Holder of BHFAN: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-05-31: 6479 (value 77748; 0.00% of shares outstanding; change 0.00)
Holder of BHFAN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 831375 (value 9893362; 0.04% of shares outstanding; change -0.01)
Holder of BHFAN: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-05-31: 316891 (value 3771002; 0.02% of shares outstanding; change -0.01)
Holder of BHFAN: Spirit of America Investment Fund, Inc.-Spirit of America Income Fund
Shares held as of 2026-05-31: 20000 (value 227000; 0.00% of shares outstanding; change 0.00)
Holder of BHFAN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 1555549 (value 17655481; 0.08% of shares outstanding; change -0.02)
Holder of BHFAN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 405103 (value 4597919; 0.02% of shares outstanding; change 0.01)
Holder of BHFAN: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-06-30: 6479 (value 73536; 0.00% of shares outstanding; change 0.00)
Holder of BHFAN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 850935 (value 9658112; 0.04% of shares outstanding; change 0.02)
Holder of BHFAN: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-06-30: 312101 (value 3542346; 0.02% of shares outstanding; change -0.02)
Holder of BHFAO: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 489676 (value 7575287; 0.04% of shares outstanding; change 0.47)
Holder of BHFAO: Series Portfolios Trust-Infrastructure Capital Equity Income ETF
Shares held as of 2026-02-28: 33314 (value 471726; 0.00% of shares outstanding; change 0.26)
Holder of BHFAO: Series Portfolios Trust-Infrastructure Capital Small Cap Income ETF
Shares held as of 2026-02-28: 12919 (value 182933; 0.00% of shares outstanding; change 0.44)
Holder of BHFAO: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 735551 (value 10415402; 0.05% of shares outstanding; change 0.50)
Holder of BHFAO: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-04-30: 3700 (value 58349; 0.00% of shares outstanding; change 0.00)
Holder of BHFAO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 277178 (value 4213105; 0.02% of shares outstanding; change -0.02)
Holder of BHFAO: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-04-30: 4802 (value 72990; 0.00% of shares outstanding; change -0.10)
Holder of BHFAO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 591294 (value 8987668; 0.04% of shares outstanding; change 0.01)
Holder of BHFAO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 224453 (value 3411685; 0.02% of shares outstanding; change -0.01)
Holder of BHFAO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1115007 (value 16798472; 0.08% of shares outstanding; change -0.03)
Holder of BHFAO: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-05-31: 3700 (value 55743; 0.00% of shares outstanding; change 0.00)
Holder of BHFAO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 281203 (value 4209608; 0.02% of shares outstanding; change 0.01)
Holder of BHFAO: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-05-31: 4802 (value 72510; 0.00% of shares outstanding; change 0.00)
Holder of BHFAO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 584238 (value 8746043; 0.04% of shares outstanding; change -0.01)
Holder of BHFAO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-05-31: 221825 (value 3320720; 0.02% of shares outstanding; change -0.01)
Holder of BHFAO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 1087790 (value 15403106; 0.08% of shares outstanding; change -0.02)
Holder of BHFAO: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-06-30: 3700 (value 52391; 0.00% of shares outstanding; change 0.00)
Holder of BHFAO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 283028 (value 4007676; 0.02% of shares outstanding; change 0.01)
Holder of BHFAO: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-06-30: 4802 (value 67996; 0.00% of shares outstanding; change 0.00)
Holder of BHFAO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 597930 (value 8466688; 0.04% of shares outstanding; change 0.02)
Holder of BHFAO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-06-30: 218480 (value 3093676; 0.02% of shares outstanding; change -0.02)
Holder of BHFAP: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 511817 (value 7764263; 0.03% of shares outstanding; change 0.37)
Holder of BHFAP: Series Portfolios Trust-Infrastructure Capital Equity Income ETF
Shares held as of 2026-02-28: 34180 (value 518510; 0.00% of shares outstanding; change 0.26)
Holder of BHFAP: John Hancock Preferred Income Fund
Shares held as of 2026-03-31: 328590 (value 4984710; 0.02% of shares outstanding; change 0.00)
Holder of BHFAP: John Hancock Preferred Income Fund II
Shares held as of 2026-03-31: 306687 (value 4652441; 0.02% of shares outstanding; change 0.00)
Holder of BHFAP: John Hancock Preferred Income Fund III
Shares held as of 2026-03-31: 345263 (value 5237639; 0.02% of shares outstanding; change 0.00)
Holder of BHFAP: John Hancock Premium Dividend Fund
Shares held as of 2026-03-31: 105485 (value 1600207; 0.01% of shares outstanding; change 0.00)
Holder of BHFAP: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 292474 (value 4436830; 0.02% of shares outstanding; change -0.02)
Holder of BHFAP: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 621116 (value 9422329; 0.04% of shares outstanding; change 0.01)
Holder of BHFAP: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 236999 (value 3595274; 0.01% of shares outstanding; change -0.01)
Holder of BHFAP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1177214 (value 17858336; 0.07% of shares outstanding; change -0.03)
Holder of BHK: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 20422 (value 181551; 0.00% of shares outstanding; change 1.00)
Holder of BHK: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 50000 (value 453000; 0.00% of shares outstanding; change 1.00)
Holder of BHK: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 889000; 0.00% of shares outstanding; change 1.00)
Holder of BHK: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 6554 (value 59379; 0.00% of shares outstanding; change 0.00)
Holder of BHK: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 4112 (value 37254; 0.00% of shares outstanding; change 0.00)
Holder of BHK: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 13518 (value 123689; 0.00% of shares outstanding; change 0.00)
Holder of BHK: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 202115 (value 1796802; 0.00% of shares outstanding; change 0.21)
Holder of BHK: SIT MUTUAL FUNDS INC-Sit Balanced Fund
Shares held as of 2026-03-31: 29126 (value 258930; 0.00% of shares outstanding; change 0.07)
Holder of BHK: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 8155 (value 72497; 0.00% of shares outstanding; change 0.24)
Holder of BHK: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 5093 (value 45276; 0.00% of shares outstanding; change 0.24)
Holder of BHK: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 2225 (value 19980; 0.00% of shares outstanding; change 0.35)
Holder of BHK: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 3929 (value 34928; 0.00% of shares outstanding; change 0.22)
Holder of BHK: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 138962 (value 1235372; 0.00% of shares outstanding; change 0.02)
Holder of BHK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 704924 (value 6351365; 0.01% of shares outstanding; change 0.06)
Holder of BHK: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 2691 (value 24216; 0.00% of shares outstanding; change 0.59)
Holder of BHK: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 19716 (value 175275; 0.00% of shares outstanding; change 0.46)
Holder of BHK: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 148136 (value 1333075; 0.00% of shares outstanding; change 0.07)
Holder of BHK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 684967 (value 6246898; 0.01% of shares outstanding; change -0.03)
Holder of BHK: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 151325 (value 1345279; 0.00% of shares outstanding; change 0.02)
Holder of BHK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 683455 (value 6075915; 0.01% of shares outstanding; change 0.00)
Holder of BHK: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 76739 (value 682209; 0.00% of shares outstanding; change 1.00)
Holder of BHL.L: U.S. Global Investors Fund-Global Resources Fund
Shares held as of 2023-09-30: 707000 (value 1626099; 0.00% of shares outstanding; change -0.65)
Holder of BHM: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 6174 (value 61493; 0.00% of shares outstanding; change 0.00)
Holder of BHM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 37763 (value 376119; 0.01% of shares outstanding; change 0.00)
Holder of BHM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 106728 (value 1063010; 0.03% of shares outstanding; change 0.00)
Holder of BHM: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 2283 (value 22738; 0.00% of shares outstanding; change 0.00)
Holder of BHM: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Global Real Estate Securities 
Shares held as of 2026-01-31: 14660 (value 133112; 0.00% of shares outstanding; change 0.00)
Holder of BHM: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-01-31: 21940 (value 199215; 0.01% of shares outstanding; change 0.00)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 20165 (value 196608; 0.00% of shares outstanding; change 0.07)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5405 (value 52698; 0.00% of shares outstanding; change 0.03)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8041 (value 78399; 0.00% of shares outstanding; change 0.00)
Holder of BHM: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 6174 (value 51614; 0.00% of shares outstanding; change 0.00)
Holder of BHM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 37763 (value 315698; 0.01% of shares outstanding; change 0.00)
Holder of BHM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 106728 (value 892246; 0.03% of shares outstanding; change 0.00)
Holder of BHM: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 2283 (value 19085; 0.00% of shares outstanding; change 0.00)
Holder of BHM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 8702 (value 84844; 0.00% of shares outstanding; change -0.01)
Holder of BHM: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Global Real Estate Securities 
Shares held as of 2026-04-30: 14660 (value 122557; 0.00% of shares outstanding; change 0.00)
Holder of BHM: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-04-30: 21940 (value 183418; 0.01% of shares outstanding; change 0.00)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 20092 (value 180828; 0.00% of shares outstanding; change 0.00)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5405 (value 48645; 0.00% of shares outstanding; change 0.00)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8041 (value 72369; 0.00% of shares outstanding; change 0.00)
Holder of BHM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 8759 (value 78831; 0.00% of shares outstanding; change 0.01)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 20092 (value 167969; 0.00% of shares outstanding; change 0.00)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5405 (value 45185; 0.00% of shares outstanding; change 0.00)
Holder of BHM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8041 (value 67222; 0.00% of shares outstanding; change 0.00)
Holder of BHM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 8645 (value 72272; 0.00% of shares outstanding; change -0.01)
Holder of BHP: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 903454 (value 75266750; 0.00% of shares outstanding; change -0.03)
Holder of BHP: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 459721 (value 38308551; 0.00% of shares outstanding; change 0.00)
Holder of BHP: Dimensional ETF Trust-Dimensional International High Profitability ETF
Shares held as of 2026-01-31: 467129 (value 41046626; 0.00% of shares outstanding; change 0.00)
Holder of BHP: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-01-31: 2504149 (value 220039579; 0.00% of shares outstanding; change -0.14)
Holder of BHP: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Large Cap Value Fund
Shares held as of 2026-02-28: 1686939 (value 141230535; 0.00% of shares outstanding; change -0.06)
Holder of BHP: Fidelity Advisor Series I-Fidelity Advisor Equity Growth Fund
Shares held as of 2026-03-31: 506922 (value 45070436; 0.00% of shares outstanding; change 1.00)
Holder of BHP: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-03-31: 566678 (value 50383343; 0.00% of shares outstanding; change 5.90)
Holder of BHP: HARTFORD SERIES FUND INC-HARTFORD DIVIDEND AND GROWTH HLS FUND
Shares held as of 2026-03-31: 459896 (value 38502493; 0.00% of shares outstanding; change -0.03)
Holder of BHP: Variable Insurance Products Fund-Growth Portfolio
Shares held as of 2026-03-31: 471200 (value 41894393; 0.00% of shares outstanding; change 1.00)
Holder of BHP: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 1059630 (value 96235596; 0.00% of shares outstanding; change 0.09)
Holder of BHP: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 903454 (value 75637169; 0.00% of shares outstanding; change 0.00)
Holder of BHP: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 459751 (value 35538753; 0.00% of shares outstanding; change 0.00)
Holder of BHP: Dimensional ETF Trust-Dimensional International High Profitability ETF
Shares held as of 2026-04-30: 467129 (value 39108040; 0.00% of shares outstanding; change 0.00)
Holder of BHP: Fidelity Advisor Series I-Fidelity Advisor Equity Growth Fund
Shares held as of 2026-04-30: 623322 (value 54771305; 0.00% of shares outstanding; change 0.23)
Holder of BHP: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-04-30: 1146278 (value 95496417; 0.00% of shares outstanding; change 1.02)
Holder of BHP: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-04-30: 2446593 (value 204828768; 0.00% of shares outstanding; change -0.02)
Holder of BHP: Variable Insurance Products Fund-Growth Portfolio
Shares held as of 2026-04-30: 580500 (value 51008536; 0.00% of shares outstanding; change 0.23)
Holder of BHP: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 1117775 (value 90137375; 0.00% of shares outstanding; change 0.05)
Holder of BHP: Fidelity Advisor Series I-Fidelity Advisor Equity Growth Fund
Shares held as of 2026-05-31: 779217 (value 65236048; 0.00% of shares outstanding; change 0.25)
Holder of BHP: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-05-31: 1576478 (value 131982740; 0.00% of shares outstanding; change 0.38)
Holder of BHP: Variable Insurance Products Fund-Growth Portfolio
Shares held as of 2026-05-31: 725400 (value 60730488; 0.00% of shares outstanding; change 0.25)
Holder of BHP: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 1149722 (value 96254727; 0.00% of shares outstanding; change 0.03)
Holder of BHP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 1952460 (value 163459953; 0.00% of shares outstanding; change 1.00)
Holder of BHP.AX: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 12052154 (value 753018576; 0.00% of shares outstanding; change -0.30)
Holder of BHP.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 46296029 (value 2892575870; 0.01% of shares outstanding; change 0.02)
Holder of BHP.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 13758047 (value 844744106; 0.00% of shares outstanding; change 0.04)
Holder of BHP.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 10876253 (value 667801950; 0.00% of shares outstanding; change 0.02)
Holder of BHP.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 71676519 (value 4314926498; 0.01% of shares outstanding; change 0.01)
Holder of BHP.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 10487818 (value 617208073; 0.00% of shares outstanding; change 0.01)
Holder of BHP.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 18684964 (value 1167436542; 0.00% of shares outstanding; change 0.01)
Holder of BHP.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 47414165 (value 2790323537; 0.01% of shares outstanding; change 0.02)
Holder of BHP.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 18906947 (value 1138198223; 0.00% of shares outstanding; change 0.01)
Holder of BHP.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 9642098 (value 580454306; 0.00% of shares outstanding; change 0.06)
Holder of BHP.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 13980797 (value 822769882; 0.00% of shares outstanding; change 0.02)
Holder of BHP.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 11311359 (value 665673459; 0.00% of shares outstanding; change 0.04)
Holder of BHP.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 71719971 (value 4220720183; 0.01% of shares outstanding; change 0.00)
Holder of BHP.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 36167383 (value 2079986135; 0.01% of shares outstanding; change 0.01)
Holder of BHP.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 17695755 (value 1086519384; 0.00% of shares outstanding; change 0.01)
Holder of BHP.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 13336704 (value 818873645; 0.00% of shares outstanding; change 0.01)
Holder of BHP.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 19106628 (value 1124425028; 0.00% of shares outstanding; change 0.01)
Holder of BHP.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 9728597 (value 572527918; 0.00% of shares outstanding; change 0.01)
Holder of BHP.AX: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 9308509 (value 535611616; 0.00% of shares outstanding; change -0.01)
Holder of BHP.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 37200709 (value 2189261667; 0.01% of shares outstanding; change 0.03)
Holder of BHP.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 18143666 (value 1067754716; 0.00% of shares outstanding; change 0.03)
Holder of BHP.AX: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 9496741 (value 558883193; 0.00% of shares outstanding; change 0.02)
Holder of BHP.L: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 12052154 (value 40097516358; 0.00% of shares outstanding; change -0.30)
Holder of BHP.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 46296029 (value 154026888483; 0.01% of shares outstanding; change 0.02)
Holder of BHP.L: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 13758047 (value 43791863601; 0.00% of shares outstanding; change 0.04)
Holder of BHP.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 10876253 (value 34619113299; 0.00% of shares outstanding; change 0.02)
Holder of BHP.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 71676519 (value 222340561938; 0.01% of shares outstanding; change 0.01)
Holder of BHP.L: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 10487818 (value 32837358158; 0.00% of shares outstanding; change 0.01)
Holder of BHP.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 18684964 (value 62164875228; 0.00% of shares outstanding; change 0.01)
Holder of BHP.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 47414165 (value 148453750615; 0.01% of shares outstanding; change 0.02)
Holder of BHP.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 18906947 (value 58649349594; 0.00% of shares outstanding; change 0.01)
Holder of BHP.L: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 9642098 (value 29909787996; 0.00% of shares outstanding; change 0.06)
Holder of BHP.L: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 13980797 (value 43773875407; 0.00% of shares outstanding; change 0.02)
Holder of BHP.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 11311359 (value 35415865029; 0.00% of shares outstanding; change 0.04)
Holder of BHP.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 71719971 (value 224555229201; 0.01% of shares outstanding; change 0.00)
Holder of BHP.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 36167383 (value 104053560891; 0.01% of shares outstanding; change 0.01)
Holder of BHP.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 17695755 (value 56325588165; 0.00% of shares outstanding; change 0.01)
Holder of BHP.L: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 13336704 (value 42450728832; 0.00% of shares outstanding; change 0.01)
Holder of BHP.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 19106628 (value 59822852268; 0.00% of shares outstanding; change 0.01)
Holder of BHP.L: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 9728597 (value 30460237207; 0.00% of shares outstanding; change 0.01)
Holder of BHP.L: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 9308509 (value 27944144018; 0.00% of shares outstanding; change -0.01)
Holder of BHP.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 37200709 (value 116475419879; 0.01% of shares outstanding; change 0.03)
Holder of BHP.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 18143666 (value 56807818246; 0.00% of shares outstanding; change 0.03)
Holder of BHP.L: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 9496741 (value 29734296071; 0.00% of shares outstanding; change 0.02)
Holder of BHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 648926 (value 1596357; 0.01% of shares outstanding; change 0.00)
Holder of BHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2022463 (value 4975259; 0.03% of shares outstanding; change 0.00)
Holder of BHR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-01-31: 248660 (value 517212; 0.00% of shares outstanding; change -0.14)
Holder of BHR: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 1831447 (value 4084126; 0.03% of shares outstanding; change -0.02)
Holder of BHR: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 404401 (value 901814; 0.01% of shares outstanding; change -0.26)
Holder of BHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 550202 (value 1144420; 0.01% of shares outstanding; change 0.00)
Holder of BHR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 272029 (value 606624; 0.00% of shares outstanding; change -0.06)
Holder of BHR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 359587 (value 898967; 0.01% of shares outstanding; change 0.12)
Holder of BHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 648926 (value 1447104; 0.01% of shares outstanding; change 0.00)
Holder of BHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2022463 (value 4510092; 0.03% of shares outstanding; change 0.00)
Holder of BHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1435389 (value 3531056; 0.02% of shares outstanding; change 0.02)
Holder of BHR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 486652 (value 1197163; 0.01% of shares outstanding; change 0.00)
Holder of BHR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Global Real Estate Securities 
Shares held as of 2026-04-30: 238941 (value 532838; 0.00% of shares outstanding; change 0.00)
Holder of BHR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 358278 (value 773880; 0.01% of shares outstanding; change 0.00)
Holder of BHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 561608 (value 1252385; 0.01% of shares outstanding; change 0.02)
Holder of BHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1379320 (value 3144849; 0.02% of shares outstanding; change -0.04)
Holder of BHR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 481102 (value 1096912; 0.01% of shares outstanding; change -0.01)
Holder of BHR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 348830 (value 777890; 0.01% of shares outstanding; change -0.03)
Holder of BHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1392411 (value 3105076; 0.02% of shares outstanding; change 0.01)
Holder of BHR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 485172 (value 1081933; 0.01% of shares outstanding; change 0.01)
Holder of BHRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 143783 (value 9144598; 0.02% of shares outstanding; change 0.05)
Holder of BHRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 400806 (value 25491260; 0.05% of shares outstanding; change 0.01)
Holder of BHRB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 75694 (value 4958714; 0.01% of shares outstanding; change 0.00)
Holder of BHRB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 133025 (value 8714468; 0.02% of shares outstanding; change 0.02)
Holder of BHRB: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 66964 (value 4318508; 0.01% of shares outstanding; change 0.01)
Holder of BHRB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 67280 (value 4741221; 0.01% of shares outstanding; change 0.46)
Holder of BHRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 71881 (value 4635605; 0.01% of shares outstanding; change 0.03)
Holder of BHRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 147178 (value 10371633; 0.02% of shares outstanding; change 0.02)
Holder of BHRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 400806 (value 28244799; 0.05% of shares outstanding; change 0.00)
Holder of BHRB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 328578 (value 20897560; 0.04% of shares outstanding; change 0.02)
Holder of BHRB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 116053 (value 7380970; 0.02% of shares outstanding; change 0.00)
Holder of BHRB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 323928 (value 20890116; 0.04% of shares outstanding; change 0.25)
Holder of BHRB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 81619 (value 5751691; 0.01% of shares outstanding; change 0.08)
Holder of BHRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 71619 (value 5146541; 0.01% of shares outstanding; change 0.00)
Holder of BHRB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 134585 (value 9484205; 0.02% of shares outstanding; change 0.01)
Holder of BHRB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 105611 (value 7084386; 0.01% of shares outstanding; change 0.05)
Holder of BHRB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 315639 (value 22142076; 0.04% of shares outstanding; change -0.04)
Holder of BHRB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 114733 (value 8048520; 0.02% of shares outstanding; change -0.01)
Holder of BHRB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 354999 (value 24603205; 0.05% of shares outstanding; change 0.10)
Holder of BHRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 87715 (value 6181276; 0.01% of shares outstanding; change 0.22)
Holder of BHRB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 98512 (value 6827374; 0.01% of shares outstanding; change -0.07)
Holder of BHRB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 379211 (value 26722999; 0.05% of shares outstanding; change 0.20)
Holder of BHRB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 141047 (value 9939582; 0.02% of shares outstanding; change 0.23)
Holder of BHRB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 388969 (value 27410645; 0.05% of shares outstanding; change 0.10)
Holder of BHRB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 192669 (value 13577384; 0.03% of shares outstanding; change 0.96)
Holder of BHST: -Acuitas Small Cap Active ETF
Shares held as of 2026-03-31: 11576 (value 22225; 0.00% of shares outstanding; change 1.00)
Holder of BHST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11811 (value 37677; 0.00% of shares outstanding; change 0.00)
Holder of BHST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11811 (value 33779; 0.00% of shares outstanding; change 0.00)
Holder of BHST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11811 (value 22677; 0.00% of shares outstanding; change 0.00)
Holder of BHV: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 118 (value 1463; 0.00% of shares outstanding; change -0.33)
Holder of BHV: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 118 (value 1369; 0.00% of shares outstanding; change -0.33)
Holder of BHV: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 267 (value 3099; 0.00% of shares outstanding; change -0.18)
Holder of BHV: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 95 (value 1190; 0.00% of shares outstanding; change -0.19)
Holder of BHV: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 258 (value 3232; 0.00% of shares outstanding; change -0.03)
Holder of BHVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1239094 (value 13642425; 0.01% of shares outstanding; change 0.31)