speb/financial-data huggingface dataset:
Holder of REPL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 676993 (value 7866658; 0.01% of shares outstanding; change 0.01)
Holder of REPL: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 1034231 (value 10032040; 0.01% of shares outstanding; change 0.00)
Holder of REPL: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1514745 (value 14344635; 0.02% of shares outstanding; change -0.19)
Holder of REPL: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 1599648 (value 15516585; 0.02% of shares outstanding; change 0.00)
Holder of REPL: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 1427764 (value 13849310; 0.02% of shares outstanding; change -0.03)
Holder of REPL: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2413329 (value 23409290; 0.03% of shares outstanding; change -0.01)
Holder of REPL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 848759 (value 8232962; 0.01% of shares outstanding; change 0.10)
Holder of REPL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1848304 (value 17928548; 0.02% of shares outstanding; change 0.00)
Holder of REPL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1732293 (value 15053625; 0.02% of shares outstanding; change 0.02)
Holder of REPL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 706926 (value 6857182; 0.01% of shares outstanding; change 0.04)
Holder of REPL: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 1514745 (value 17601336; 0.02% of shares outstanding; change 0.00)
Holder of REPL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2393940 (value 24394247; 0.03% of shares outstanding; change 0.09)
Holder of REPL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1664420 (value 19340560; 0.02% of shares outstanding; change -0.04)
Holder of REPL: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 1514745 (value 14693026; 0.02% of shares outstanding; change 0.00)
Holder of REPL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2435946 (value 26771045; 0.03% of shares outstanding; change 0.02)
Holder of REPL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1680267 (value 16298589; 0.02% of shares outstanding; change 0.01)
Holder of REPL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2744332 (value 26620019; 0.03% of shares outstanding; change 0.13)
Holder of REPX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 105374 (value 3504739; 0.00% of shares outstanding; change 0.06)
Holder of REPX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 449890 (value 14963340; 0.02% of shares outstanding; change 0.00)
Holder of REPX: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 173500 (value 5781019; 0.01% of shares outstanding; change 0.00)
Holder of REPX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 146485 (value 4880880; 0.01% of shares outstanding; change 0.02)
Holder of REPX: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 136123 (value 4829643; 0.01% of shares outstanding; change 0.05)
Holder of REPX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 112915 (value 4006224; 0.01% of shares outstanding; change 0.07)
Holder of REPX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 449890 (value 15962096; 0.02% of shares outstanding; change 0.00)
Holder of REPX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 366062 (value 12175221; 0.02% of shares outstanding; change 0.06)
Holder of REPX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 515600 (value 17901632; 0.02% of shares outstanding; change -0.01)
Holder of REPX: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 124374 (value 4318265; 0.01% of shares outstanding; change 0.04)
Holder of REPX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 147437 (value 5231064; 0.01% of shares outstanding; change 0.01)
Holder of REPX: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 175073 (value 6211589; 0.01% of shares outstanding; change 0.01)
Holder of REPX: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-04-30: 155995 (value 5416146; 0.01% of shares outstanding; change -0.03)
Holder of REPX: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 117756 (value 4121460; 0.01% of shares outstanding; change 0.00)
Holder of REPX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 351761 (value 11720676; 0.02% of shares outstanding; change -0.04)
Holder of REPX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 529850 (value 17654601; 0.02% of shares outstanding; change 0.03)
Holder of REPX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 129464 (value 4313740; 0.01% of shares outstanding; change 0.04)
Holder of REPX: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-05-31: 150022 (value 5250770; 0.01% of shares outstanding; change -0.04)
Holder of REPX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 355100 (value 12598947; 0.02% of shares outstanding; change 0.01)
Holder of REPX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 106811 (value 3789654; 0.00% of shares outstanding; change 0.04)
Holder of REPX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 563857 (value 20005646; 0.03% of shares outstanding; change 0.06)
Holder of REPX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 133207 (value 4726184; 0.01% of shares outstanding; change 0.03)
Holder of REPX: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-06-30: 168360 (value 5973412; 0.01% of shares outstanding; change 0.12)
Holder of RERE: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2025-12-31: 364115 (value 1478306; 0.00% of shares outstanding; change -0.02)
Holder of RERE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price China Evolution Eqy. Fd.
Shares held as of 2026-01-31: 78923 (value 320427; 0.00% of shares outstanding; change 0.06)
Holder of RERE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 3018722 (value 12256011; 0.02% of shares outstanding; change 0.00)
Holder of RERE: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 42014 (value 163014; 0.00% of shares outstanding; change -0.57)
Holder of RERE: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2026-03-31: 686449 (value 2663422; 0.01% of shares outstanding; change 0.89)
Holder of RERE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price China Evolution Eqy. Fd.
Shares held as of 2026-03-31: 75955 (value 271539; 0.00% of shares outstanding; change -0.04)
Holder of RERE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 3018722 (value 10791931; 0.02% of shares outstanding; change 0.00)
Holder of RERE: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 101629 (value 394320; 0.00% of shares outstanding; change 1.00)
Holder of RERE: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 33347 (value 135388; 0.00% of shares outstanding; change 0.00)
Holder of RERE: -Hood River Emerging Markets Fund
Shares held as of 2026-04-30: 44647 (value 173230; 0.00% of shares outstanding; change 0.00)
Holder of RERE: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 100050 (value 406202; 0.00% of shares outstanding; change 0.01)
Holder of RERE: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 360669 (value 1399395; 0.00% of shares outstanding; change 0.00)
Holder of RERE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 246628 (value 966781; 0.00% of shares outstanding; change 0.00)
Holder of RERE: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 62817 (value 255037; 0.00% of shares outstanding; change -0.07)
Holder of RERE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price China Evolution Eqy. Fd.
Shares held as of 2026-04-30: 78334 (value 303935; 0.00% of shares outstanding; change 0.03)
Holder of RERE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 3018722 (value 11712641; 0.02% of shares outstanding; change 0.00)
Holder of RERE: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 93759 (value 362847; 0.00% of shares outstanding; change -0.06)
Holder of RERE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 246628 (value 954450; 0.00% of shares outstanding; change 0.00)
Holder of RERE: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 62817 (value 243729; 0.00% of shares outstanding; change 0.00)
Holder of RERE: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 99399 (value 385668; 0.00% of shares outstanding; change 0.06)
Holder of RERE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 241010 (value 935118; 0.00% of shares outstanding; change -0.02)
Holder of RES: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2255765 (value 14933164; 0.01% of shares outstanding; change -0.04)
Holder of RES: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1452429 (value 9615079; 0.01% of shares outstanding; change 0.93)
Holder of RES: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3029649 (value 20056276; 0.01% of shares outstanding; change -0.04)
Holder of RES: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 2771156 (value 18026370; 0.01% of shares outstanding; change -0.02)
Holder of RES: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1462216 (value 9511715; 0.01% of shares outstanding; change 0.00)
Holder of RES: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 1680000 (value 10928400; 0.01% of shares outstanding; change 0.00)
Holder of RES: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2279638 (value 12788769; 0.01% of shares outstanding; change 0.01)
Holder of RES: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1457754 (value 8178000; 0.01% of shares outstanding; change 0.00)
Holder of RES: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3115780 (value 17479526; 0.01% of shares outstanding; change 0.03)
Holder of RES: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2191095 (value 14505048; 0.01% of shares outstanding; change 0.00)
Holder of RES: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3427045 (value 23338176; 0.02% of shares outstanding; change -0.01)
Holder of RES: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2838355 (value 15923171; 0.01% of shares outstanding; change 0.02)
Holder of RES: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1508408 (value 8462169; 0.01% of shares outstanding; change 0.03)
Holder of RES: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 2854465 (value 19438906; 0.01% of shares outstanding; change -0.01)
Holder of RES: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5441263 (value 35803510; 0.02% of shares outstanding; change 0.02)
Holder of RES: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2105289 (value 13694905; 0.01% of shares outstanding; change -0.04)
Holder of RES: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3460113 (value 22508035; 0.02% of shares outstanding; change 0.01)
Holder of RES: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 2781141 (value 15713446; 0.01% of shares outstanding; change -0.03)
Holder of RES: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5393843 (value 30259459; 0.02% of shares outstanding; change -0.01)
Holder of RES: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2125323 (value 11923062; 0.01% of shares outstanding; change 0.01)
Holder of RES: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3528390 (value 19794268; 0.02% of shares outstanding; change 0.02)
Holder of RES: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 1680000 (value 9424800; 0.01% of shares outstanding; change 0.00)
Holder of RES: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 2940194 (value 16494488; 0.01% of shares outstanding; change 0.06)
Holder of RETO: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2024-10-31: 2 (value 5; 0.00% of shares outstanding; change 0.00)
Holder of REVB: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 50 (value 52; 0.00% of shares outstanding; change 1.00)
Holder of REVB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 42528 (value 42102; 0.01% of shares outstanding; change 0.57)
Holder of REVB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 42373 (value 43644; 0.01% of shares outstanding; change 0.00)
Holder of REVB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 42373 (value 44915; 0.01% of shares outstanding; change 0.00)
Holder of REX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 309221 (value 14459173; 0.01% of shares outstanding; change 0.03)
Holder of REX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 878659 (value 41086093; 0.03% of shares outstanding; change 0.04)
Holder of REX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 265011 (value 11694404; 0.01% of shares outstanding; change -0.26)
Holder of REX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 330216 (value 14571771; 0.01% of shares outstanding; change 0.00)
Holder of REX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 279451 (value 12331613; 0.01% of shares outstanding; change 0.01)
Holder of REX: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 262249 (value 12409622; 0.01% of shares outstanding; change 0.51)
Holder of REX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 315553 (value 14013708; 0.01% of shares outstanding; change 0.02)
Holder of REX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 878659 (value 39021246; 0.03% of shares outstanding; change 0.00)
Holder of REX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 706477 (value 33034863; 0.02% of shares outstanding; change 0.01)
Holder of REX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 487916 (value 21917185; 0.01% of shares outstanding; change -0.01)
Holder of REX: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 272529 (value 12242002; 0.01% of shares outstanding; change 0.00)
Holder of REX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 330216 (value 14664892; 0.01% of shares outstanding; change 0.00)
Holder of REX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 283570 (value 12593343; 0.01% of shares outstanding; change 0.01)
Holder of REX: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 283470 (value 12733471; 0.01% of shares outstanding; change 0.03)
Holder of REX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1727937 (value 75752758; 0.05% of shares outstanding; change 0.02)
Holder of REX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 684129 (value 30189243; 0.02% of shares outstanding; change -0.03)
Holder of REX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 486860 (value 21484157; 0.01% of shares outstanding; change 0.00)
Holder of REX: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 270793 (value 12754349; 0.01% of shares outstanding; change -0.01)
Holder of REX: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 298657 (value 14066744; 0.01% of shares outstanding; change 0.05)
Holder of REX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1716803 (value 76243220; 0.05% of shares outstanding; change -0.01)
Holder of REX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 701701 (value 31162541; 0.02% of shares outstanding; change 0.03)
Holder of REX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 485407 (value 21556924; 0.01% of shares outstanding; change 0.00)
Holder of REX: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 268818 (value 11938207; 0.01% of shares outstanding; change -0.01)
Holder of REX: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-06-30: 287502 (value 12767963; 0.01% of shares outstanding; change 0.11)
Holder of REX: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 351844 (value 15625391; 0.01% of shares outstanding; change 0.18)
Holder of REXR: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 4816136 (value 164085752; 0.02% of shares outstanding; change 0.00)
Holder of REXR: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3165913 (value 112294937; 0.01% of shares outstanding; change 0.11)
Holder of REXR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5278628 (value 187232941; 0.02% of shares outstanding; change -0.06)
Holder of REXR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7304291 (value 259083210; 0.03% of shares outstanding; change -0.02)
Holder of REXR: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 4149722 (value 140260600; 0.02% of shares outstanding; change 0.35)
Holder of REXR: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 3745897 (value 126611315; 0.02% of shares outstanding; change 0.06)
Holder of REXR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 8833742 (value 298580472; 0.04% of shares outstanding; change 0.00)
Holder of REXR: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 4954347 (value 193219533; 0.02% of shares outstanding; change 0.03)
Holder of REXR: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 5778631 (value 225366609; 0.03% of shares outstanding; change 0.00)
Holder of REXR: Capital Income Builder
Shares held as of 2026-03-31: 5313348 (value 179591158; 0.02% of shares outstanding; change 0.00)
Holder of REXR: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3154616 (value 123030024; 0.01% of shares outstanding; change 0.00)
Holder of REXR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5345598 (value 208478322; 0.02% of shares outstanding; change 0.01)
Holder of REXR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7322333 (value 285570987; 0.03% of shares outstanding; change 0.00)
Holder of REXR: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 4052071 (value 158030769; 0.02% of shares outstanding; change -0.02)
Holder of REXR: Capital Income Builder
Shares held as of 2026-04-30: 5313348 (value 199038011; 0.02% of shares outstanding; change 0.00)
Holder of REXR: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 3669561 (value 143112879; 0.02% of shares outstanding; change -0.02)
Holder of REXR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 8643495 (value 337096305; 0.04% of shares outstanding; change -0.02)
Holder of REXR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 7772031 (value 257409658; 0.03% of shares outstanding; change 0.02)
Holder of REXR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 7810038 (value 304591482; 0.03% of shares outstanding; change 0.00)
Holder of REXR: Capital Income Builder
Shares held as of 2026-06-30: 3205903 (value 125030217; 0.01% of shares outstanding; change -0.40)
Holder of REYN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 852852 (value 19155055; 0.00% of shares outstanding; change -0.09)
Holder of REYN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 4797171 (value 103954695; 0.02% of shares outstanding; change -0.07)
Holder of REYN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1194989 (value 25895411; 0.01% of shares outstanding; change -0.04)
Holder of REYN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 769370 (value 16672247; 0.00% of shares outstanding; change -0.04)
Holder of REYN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1644211 (value 35630052; 0.01% of shares outstanding; change 0.00)
Holder of REYN: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 677309 (value 16587297; 0.00% of shares outstanding; change 0.04)
Holder of REYN: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-03-31: 1862200 (value 40353874; 0.01% of shares outstanding; change -0.15)
Holder of REYN: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-03-31: 909442 (value 19707608; 0.00% of shares outstanding; change 0.50)
Holder of REYN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 851686 (value 21811678; 0.00% of shares outstanding; change 0.00)
Holder of REYN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 5579340 (value 142886900; 0.03% of shares outstanding; change 0.16)
Holder of REYN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1214248 (value 31096892; 0.01% of shares outstanding; change 0.02)
Holder of REYN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 772298 (value 19778552; 0.00% of shares outstanding; change 0.00)
Holder of REYN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1644211 (value 42108244; 0.01% of shares outstanding; change 0.00)
Holder of REYN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 799931 (value 20486233; 0.00% of shares outstanding; change 0.20)
Holder of REYN: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-04-30: 1606500 (value 39343184; 0.01% of shares outstanding; change -0.14)
Holder of REYN: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 1491100 (value 36517038; 0.01% of shares outstanding; change 0.64)
Holder of REYN: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 1603434 (value 36013126; 0.01% of shares outstanding; change -0.01)
Holder of REYN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3336552 (value 79643499; 0.02% of shares outstanding; change 0.02)
Holder of REYN: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-05-31: 1491600 (value 38199876; 0.01% of shares outstanding; change -0.07)
Holder of REYN: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 1491100 (value 38187071; 0.01% of shares outstanding; change 0.00)
Holder of REYN: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 1500068 (value 39361783; 0.01% of shares outstanding; change -0.06)
Holder of REYN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3314463 (value 84883399; 0.02% of shares outstanding; change -0.01)
Holder of REYN: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 1314795 (value 33671900; 0.01% of shares outstanding; change -0.12)
Holder of REZI: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 3337295 (value 104357216; 0.02% of shares outstanding; change -0.38)
Holder of REZI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1486115 (value 46470816; 0.01% of shares outstanding; change 0.01)
Holder of REZI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3057364 (value 95603773; 0.02% of shares outstanding; change -0.04)
Holder of REZI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1971497 (value 61648712; 0.01% of shares outstanding; change -0.03)
Holder of REZI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4244044 (value 132711257; 0.03% of shares outstanding; change 0.00)
Holder of REZI: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 1581121 (value 54611920; 0.01% of shares outstanding; change 0.02)
Holder of REZI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1573800 (value 49212726; 0.01% of shares outstanding; change 0.39)
Holder of REZI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 2777105 (value 86673444; 0.02% of shares outstanding; change -0.07)
Holder of REZI: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 3194495 (value 110337860; 0.02% of shares outstanding; change -0.04)
Holder of REZI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1536278 (value 46948654; 0.01% of shares outstanding; change 0.03)
Holder of REZI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2964420 (value 102391069; 0.02% of shares outstanding; change -0.03)
Holder of REZI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1887648 (value 65199363; 0.01% of shares outstanding; change -0.04)
Holder of REZI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4084080 (value 141064126; 0.03% of shares outstanding; change -0.04)
Holder of REZI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3159399 (value 98794408; 0.02% of shares outstanding; change 0.00)
Holder of REZI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1476600 (value 45124895; 0.01% of shares outstanding; change -0.06)
Holder of REZI: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1942759 (value 67102897; 0.01% of shares outstanding; change 1.00)
Holder of REZI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 2777105 (value 84868327; 0.02% of shares outstanding; change 0.00)
Holder of REZI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8393289 (value 267829850; 0.06% of shares outstanding; change 0.01)
Holder of REZI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3041880 (value 92959851; 0.02% of shares outstanding; change -0.04)
Holder of REZI: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1889000 (value 65246061; 0.01% of shares outstanding; change 0.28)
Holder of REZI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2777105 (value 95921209; 0.02% of shares outstanding; change 0.00)
Holder of REZI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8363407 (value 288872085; 0.06% of shares outstanding; change 0.00)
Holder of REZI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3091708 (value 106787597; 0.02% of shares outstanding; change 0.02)
Holder of RF: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 22118440 (value 619316320; 0.03% of shares outstanding; change 0.00)
Holder of RF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 27442567 (value 768391876; 0.03% of shares outstanding; change -0.02)
Holder of RF: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 27072373 (value 835453447; 0.03% of shares outstanding; change 0.06)
Holder of RF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 11085091 (value 310382548; 0.01% of shares outstanding; change -0.01)
Holder of RF: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 20793648 (value 641691989; 0.02% of shares outstanding; change 0.11)
Holder of RF: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 22054693 (value 680607839; 0.03% of shares outstanding; change 0.00)
Holder of RF: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 18648030 (value 575478217; 0.02% of shares outstanding; change -0.02)
Holder of RF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 27340122 (value 843716181; 0.03% of shares outstanding; change 0.00)
Holder of RF: VANGUARD WELLESLEY INCOME FUND
Shares held as of 2026-03-31: 8774656 (value 277717859; 0.01% of shares outstanding; change 0.05)
Holder of RF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 11123305 (value 323632551; 0.01% of shares outstanding; change 0.00)
Holder of RF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 10320033 (value 294533751; 0.01% of shares outstanding; change 0.03)
Holder of RF: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 11227239 (value 326656510; 0.01% of shares outstanding; change 0.01)
Holder of RF: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 9946174 (value 289383925; 0.01% of shares outstanding; change 0.00)
Holder of RF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 11107841 (value 342787980; 0.01% of shares outstanding; change 0.00)
Holder of RF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 10421538 (value 323276113; 0.01% of shares outstanding; change 0.01)
Holder of RF: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 11436123 (value 352918762; 0.01% of shares outstanding; change 0.02)
Holder of RF: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 9917087 (value 306041310; 0.01% of shares outstanding; change 0.00)
Holder of RF: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 12349550 (value 381107120; 0.01% of shares outstanding; change 0.56)
Holder of RF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 10314435 (value 318303470; 0.01% of shares outstanding; change -0.01)
Holder of RF.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 351682 (value 15115292; 0.01% of shares outstanding; change 2.30)
Holder of RF.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 120260 (value 5053325; 0.00% of shares outstanding; change -0.12)
Holder of RF.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 229679 (value 9651111; 0.00% of shares outstanding; change 0.00)
Holder of RF.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 553021 (value 23237942; 0.01% of shares outstanding; change -0.04)
Holder of RF.PA: AB CAP FUND, INC.-AB Global Core Equity Portfolio
Shares held as of 2026-03-31: 235703 (value 10130514; 0.00% of shares outstanding; change -0.37)
Holder of RF.PA: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 121492 (value 5221726; 0.00% of shares outstanding; change 0.10)
Holder of RF.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 342459 (value 14054517; 0.01% of shares outstanding; change -0.03)
Holder of RF.PA: -VanEck Alternative Asset Manager ETF
Shares held as of 2026-04-30: 134211 (value 5768388; 0.00% of shares outstanding; change 0.30)
Holder of RF.PA: AB CAP FUND, INC.-AB Global Core Equity Portfolio
Shares held as of 2026-04-30: 204635 (value 8598762; 0.00% of shares outstanding; change -0.13)
Holder of RF.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 215488 (value 8843627; 0.00% of shares outstanding; change -0.06)
Holder of RF.PA: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-04-30: 127105 (value 5462972; 0.00% of shares outstanding; change 0.05)
Holder of RF.PA: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 121492 (value 5105093; 0.00% of shares outstanding; change 0.00)
Holder of RF.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 133875 (value 5494230; 0.00% of shares outstanding; change 1.00)
Holder of RF.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 544594 (value 22350138; 0.01% of shares outstanding; change -0.02)
Holder of RF.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 271961 (value 11427801; 0.00% of shares outstanding; change 0.01)
Holder of RF.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 149251 (value 6271527; 0.00% of shares outstanding; change 0.00)
Holder of RF.PA: -VanEck Alternative Asset Manager ETF
Shares held as of 2026-05-31: 130777 (value 5367088; 0.00% of shares outstanding; change -0.03)
Holder of RF.PA: AB CAP FUND, INC.-AB Global Core Equity Portfolio
Shares held as of 2026-05-31: 190300 (value 7809912; 0.00% of shares outstanding; change -0.07)
Holder of RF.PA: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-05-31: 134947 (value 5538225; 0.00% of shares outstanding; change 0.06)
Holder of RF.PA: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 121492 (value 4986031; 0.00% of shares outstanding; change 0.00)
Holder of RF.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 274171 (value 11251978; 0.00% of shares outstanding; change 0.01)
Holder of RF.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 147336 (value 6046669; 0.00% of shares outstanding; change -0.01)
Holder of RF6.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7383108 (value 907014806; 0.03% of shares outstanding; change 0.00)
Holder of RF6.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6374394 (value 783094293; 0.02% of shares outstanding; change -0.02)
Holder of RF6.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9376376 (value 1151887777; 0.03% of shares outstanding; change 0.00)
Holder of RF6.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2730550 (value 335448063; 0.01% of shares outstanding; change 0.00)
Holder of RF6.DE: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 7299942 (value 896797863; 0.02% of shares outstanding; change 0.05)
Holder of RF6.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 11048540 (value 1357313122; 0.04% of shares outstanding; change -0.01)
Holder of RF6.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3718334 (value 456797326; 0.01% of shares outstanding; change 0.00)
Holder of RF6.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3828373 (value 470315617; 0.01% of shares outstanding; change 0.02)
Holder of RF6.DE: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-06-30: 2479863 (value 304651165; 0.01% of shares outstanding; change 0.02)
Holder of RF6.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3539160 (value 434785800; 0.01% of shares outstanding; change 0.01)
Holder of RFAI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 469553 (value 5160387; 0.13% of shares outstanding; change -0.50)
Holder of RFAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5006 (value 55116; 0.00% of shares outstanding; change 3.08)
Holder of RFAI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 469553 (value 5202647; 0.13% of shares outstanding; change 0.00)
Holder of RFAI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 41885 (value 464085; 0.01% of shares outstanding; change 0.00)
Holder of RFAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5006 (value 55166; 0.00% of shares outstanding; change 0.00)
Holder of RFAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5006 (value 55466; 0.00% of shares outstanding; change 0.00)
Holder of RFAM: AQR Funds-AQR Diversified Arbitrage Fund
Shares held as of 2026-03-31: 335580 (value 3322241; 0.02% of shares outstanding; change 1.00)
Holder of RFAM: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 989999; 0.01% of shares outstanding; change 1.00)
Holder of RFAM: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 5517 (value 54618; 0.00% of shares outstanding; change 1.00)
Holder of RFAM: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 2355 (value 23314; 0.00% of shares outstanding; change 1.00)
Holder of RFI: Cornerstone Strategic Investment Fund , Inc.
Shares held as of 2025-06-30: 11868 (value 138855; 0.00% of shares outstanding; change -0.58)
Holder of RFI: Cornerstone Total Return Fund, Inc.
Shares held as of 2025-06-30: 3874 (value 45325; 0.00% of shares outstanding; change -0.75)
Holder of RFIL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 97110 (value 1717875; 0.01% of shares outstanding; change 0.00)
Holder of RFIL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 242945 (value 4297697; 0.02% of shares outstanding; change 0.00)
Holder of RFIL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 38238 (value 813131; 0.00% of shares outstanding; change 0.00)
Holder of RFIL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 28392 (value 603755; 0.00% of shares outstanding; change 0.13)
Holder of RFIL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 25760 (value 547786; 0.00% of shares outstanding; change -0.22)
Holder of RFIL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 31886 (value 678055; 0.00% of shares outstanding; change 0.40)
Holder of RFIL: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 22805 (value 484948; 0.00% of shares outstanding; change -0.24)
Holder of RFIL: Nationwide Mutual Funds-Nationwide Bailard Cognitive Value Fund
Shares held as of 2026-01-31: 33525 (value 712909; 0.00% of shares outstanding; change -0.03)
Holder of RFIL: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 68096 (value 848476; 0.01% of shares outstanding; change 0.00)
Holder of RFIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 48872 (value 783906; 0.00% of shares outstanding; change -0.01)
Holder of RFIL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 101978 (value 1270645; 0.01% of shares outstanding; change 0.05)
Holder of RFIL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 242945 (value 3027094; 0.02% of shares outstanding; change 0.00)
Holder of RFIL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 38238 (value 476445; 0.00% of shares outstanding; change 0.00)
Holder of RFIL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 32691 (value 407329; 0.00% of shares outstanding; change 0.15)
Holder of RFIL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 25760 (value 320969; 0.00% of shares outstanding; change 0.00)
Holder of RFIL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 35979 (value 448298; 0.00% of shares outstanding; change 0.13)
Holder of RFIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 48694 (value 1035477; 0.00% of shares outstanding; change 0.00)
Holder of RFIL: Nationwide Mutual Funds-Nationwide Bailard Small Cap Value Fund
Shares held as of 2026-04-30: 33525 (value 417721; 0.00% of shares outstanding; change 0.00)
Holder of RFIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 47959 (value 597569; 0.00% of shares outstanding; change -0.02)
Holder of RFIL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 22043 (value 274655; 0.00% of shares outstanding; change 0.03)
Holder of RFL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 518191 (value 709921; 0.01% of shares outstanding; change 0.20)
Holder of RFL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 747724 (value 1024381; 0.01% of shares outstanding; change 0.00)
Holder of RFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 20215 (value 52597; 0.00% of shares outstanding; change 0.00)
Holder of RFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 92711 (value 241224; 0.00% of shares outstanding; change 0.00)
Holder of RFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 20549 (value 53466; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 27736 (value 72166; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 214305 (value 332172; 0.00% of shares outstanding; change 0.03)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 58483 (value 90648; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 74962 (value 116191; 0.00% of shares outstanding; change 0.00)
Holder of RFL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 475997 (value 1013873; 0.01% of shares outstanding; change -0.08)
Holder of RFL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 765238 (value 1629957; 0.01% of shares outstanding; change 0.02)
Holder of RFL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 78711 (value 122002; 0.00% of shares outstanding; change 0.45)
Holder of RFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 20215 (value 43057; 0.00% of shares outstanding; change 0.00)
Holder of RFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 92711 (value 197474; 0.00% of shares outstanding; change 0.00)
Holder of RFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 20549 (value 43769; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 27736 (value 59077; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 213525 (value 555570; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 58483 (value 152166; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 74962 (value 195043; 0.00% of shares outstanding; change 0.00)
Holder of RFL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 88885 (value 231269; 0.00% of shares outstanding; change 0.13)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 213525 (value 454808; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 58483 (value 124568; 0.00% of shares outstanding; change 0.00)
Holder of RFL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 74962 (value 159669; 0.00% of shares outstanding; change 0.00)
Holder of RFL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 87723 (value 186850; 0.00% of shares outstanding; change -0.01)
Holder of RFM: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 92 (value 1332; 0.00% of shares outstanding; change -0.35)
Holder of RFM: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 92 (value 1337; 0.00% of shares outstanding; change -0.35)
Holder of RFM: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 209 (value 3037; 0.00% of shares outstanding; change -0.20)
Holder of RFM: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 154999 (value 2258335; 0.03% of shares outstanding; change 0.00)
Holder of RFM: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 69 (value 1005; 0.00% of shares outstanding; change -0.25)
Holder of RFM: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 184 (value 2680; 0.00% of shares outstanding; change -0.12)
Holder of RFMZ: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 155933 (value 2055196; 0.01% of shares outstanding; change -0.70)