speb/financial-data huggingface dataset:
Holder of SERA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 177062 (value 309858; 0.00% of shares outstanding; change 0.00)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 23191 (value 40584; 0.00% of shares outstanding; change 0.00)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 43469 (value 76070; 0.00% of shares outstanding; change 0.00)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 50639 (value 88618; 0.00% of shares outstanding; change 0.00)
Holder of SERA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 79731 (value 139529; 0.00% of shares outstanding; change 0.01)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 172649 (value 353930; 0.00% of shares outstanding; change -0.02)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 23191 (value 47541; 0.00% of shares outstanding; change 0.00)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 43469 (value 89111; 0.00% of shares outstanding; change 0.00)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 50639 (value 103809; 0.00% of shares outstanding; change 0.00)
Holder of SERA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 78689 (value 161312; 0.00% of shares outstanding; change -0.01)
Holder of SERV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 648716 (value 6065494; 0.00% of shares outstanding; change 0.26)
Holder of SERV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2036569 (value 19041920; 0.00% of shares outstanding; change 0.42)
Holder of SERV: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 436540 (value 3051414; 0.00% of shares outstanding; change -0.02)
Holder of SERV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 613259 (value 4286680; 0.00% of shares outstanding; change 0.01)
Holder of SERV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 325350 (value 2475913; 0.00% of shares outstanding; change 0.03)
Holder of SERV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 666839 (value 3207495; 0.00% of shares outstanding; change 0.03)
Holder of SERV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2036569 (value 9795896; 0.00% of shares outstanding; change 0.00)
Holder of SERV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1617172 (value 15120558; 0.00% of shares outstanding; change 0.06)
Holder of SERV: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-04-30: 1597252 (value 12155087; 0.00% of shares outstanding; change 0.00)
Holder of SERV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 324166 (value 2265920; 0.00% of shares outstanding; change 0.00)
Holder of SERV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 649735 (value 3125225; 0.00% of shares outstanding; change 0.06)
Holder of SERV: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-04-30: 947999 (value 7214272; 0.00% of shares outstanding; change -0.01)
Holder of SERV: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 551165 (value 4194365; 0.00% of shares outstanding; change 0.01)
Holder of SERV: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 436540 (value 2099757; 0.00% of shares outstanding; change 0.00)
Holder of SERV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1553839 (value 10861334; 0.00% of shares outstanding; change -0.04)
Holder of SERV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 477825 (value 3339996; 0.00% of shares outstanding; change 0.00)
Holder of SERV: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-05-31: 1668271 (value 9876164; 0.00% of shares outstanding; change 0.04)
Holder of SERV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 311593 (value 1844630; 0.00% of shares outstanding; change -0.04)
Holder of SERV: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-05-31: 947999 (value 4825315; 0.00% of shares outstanding; change 0.00)
Holder of SERV: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 561779 (value 2859455; 0.00% of shares outstanding; change 0.02)
Holder of SERV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1568626 (value 7545090; 0.00% of shares outstanding; change 0.01)
Holder of SERV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 472897 (value 2274634; 0.00% of shares outstanding; change -0.01)
Holder of SERV: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-06-30: 1522616 (value 7323782; 0.00% of shares outstanding; change -0.09)
Holder of SERV: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-06-30: 1167709 (value 5616680; 0.00% of shares outstanding; change 0.23)
Holder of SERV: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 560925 (value 2698049; 0.00% of shares outstanding; change 0.00)
Holder of SERV: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 929475 (value 4470774; 0.00% of shares outstanding; change 1.00)
Holder of SES: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2852653 (value 3736975; 0.01% of shares outstanding; change 0.01)
Holder of SES: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6245350 (value 8181408; 0.02% of shares outstanding; change 0.00)
Holder of SES: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 1273790 (value 640971; 0.00% of shares outstanding; change 0.01)
Holder of SES: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1432468 (value 1604364; 0.00% of shares outstanding; change 0.04)
Holder of SES: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 400765 (value 448856; 0.00% of shares outstanding; change 0.05)
Holder of SES: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 490576 (value 549445; 0.00% of shares outstanding; change 0.00)
Holder of SES: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3014333 (value 1516812; 0.01% of shares outstanding; change 0.06)
Holder of SES: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6245350 (value 3142660; 0.02% of shares outstanding; change 0.00)
Holder of SES: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 328200 (value 429941; 0.00% of shares outstanding; change 0.02)
Holder of SES: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 920120 (value 1021333; 0.00% of shares outstanding; change -0.36)
Holder of SES: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 400765 (value 444849; 0.00% of shares outstanding; change 0.00)
Holder of SES: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 490576 (value 544539; 0.00% of shares outstanding; change 0.00)
Holder of SES: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-04-30: 979716 (value 1087484; 0.00% of shares outstanding; change 0.00)
Holder of SES: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 5287706 (value 5922230; 0.02% of shares outstanding; change -0.19)
Holder of SES: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 1317467 (value 1475563; 0.00% of shares outstanding; change 0.00)
Holder of SES: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 331593 (value 368068; 0.00% of shares outstanding; change 0.01)
Holder of SES: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 920120 (value 463004; 0.00% of shares outstanding; change 0.00)
Holder of SES: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 400765 (value 201664; 0.00% of shares outstanding; change 0.00)
Holder of SES: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 490576 (value 246857; 0.00% of shares outstanding; change 0.00)
Holder of SES: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-05-31: 1023690 (value 653011; 0.00% of shares outstanding; change 0.04)
Holder of SES: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 6082522 (value 3880040; 0.02% of shares outstanding; change 0.15)
Holder of SES: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 1299099 (value 1000955; 0.00% of shares outstanding; change -0.01)
Holder of SES: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 332434 (value 212059; 0.00% of shares outstanding; change 0.00)
Holder of SES: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 566348 (value 284986; 0.00% of shares outstanding; change 1.00)
Holder of SES: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-06-30: 1898099 (value 955123; 0.01% of shares outstanding; change 0.85)
Holder of SES: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 6868505 (value 3456231; 0.02% of shares outstanding; change 0.13)
Holder of SES: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 4775171 (value 2402866; 0.01% of shares outstanding; change 2.68)
Holder of SES.TO: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 1025886 (value 21235840; 0.00% of shares outstanding; change 1.00)
Holder of SES.TO: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1199838 (value 24836647; 0.01% of shares outstanding; change 1.00)
Holder of SES.TO: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2217216 (value 45896372; 0.01% of shares outstanding; change 1.00)
Holder of SES.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1320079 (value 27325636; 0.01% of shares outstanding; change 0.79)
Holder of SES.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1109644 (value 23646513; 0.01% of shares outstanding; change 0.00)
Holder of SES.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 1811433 (value 38601636; 0.01% of shares outstanding; change -0.01)
Holder of SES.TO: Franklin Global Trust-Franklin International Growth Fund
Shares held as of 2026-01-31: 1344000 (value 28640639; 0.01% of shares outstanding; change -0.03)
Holder of SES.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1973272 (value 42050425; 0.01% of shares outstanding; change 0.74)
Holder of SES.TO: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 1054142 (value 24782878; 0.00% of shares outstanding; change 0.03)
Holder of SES.TO: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 828734 (value 19483536; 0.00% of shares outstanding; change 1.25)
Holder of SES.TO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 2853800 (value 59073662; 0.01% of shares outstanding; change 0.02)
Holder of SES.TO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 13955251 (value 328087954; 0.06% of shares outstanding; change 0.47)
Holder of SES.TO: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 1199838 (value 28208191; 0.01% of shares outstanding; change 0.00)
Holder of SES.TO: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2250391 (value 52906692; 0.01% of shares outstanding; change 0.02)
Holder of SES.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2074665 (value 48775374; 0.01% of shares outstanding; change 0.57)
Holder of SES.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1109644 (value 26087730; 0.01% of shares outstanding; change 0.00)
Holder of SES.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 1811433 (value 42586790; 0.01% of shares outstanding; change 0.00)
Holder of SES.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 796854 (value 18734037; 0.00% of shares outstanding; change 0.56)
Holder of SES.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3114615 (value 73224599; 0.01% of shares outstanding; change 0.58)
Holder of SESG.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3419328 (value 28106877; 0.01% of shares outstanding; change 0.02)
Holder of SESG.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 5032566 (value 36008010; 0.01% of shares outstanding; change 0.00)
Holder of SESG.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1692168 (value 12107462; 0.00% of shares outstanding; change -0.06)
Holder of SESG.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 1771454 (value 12674753; 0.00% of shares outstanding; change -0.05)
Holder of SESG.PA: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-01-31: 2161307 (value 15464152; 0.01% of shares outstanding; change 1.29)
Holder of SESG.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5356347 (value 38324663; 0.01% of shares outstanding; change 0.02)
Holder of SESG.PA: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 20899917 (value 161033858; 0.06% of shares outstanding; change -0.01)
Holder of SESG.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3515640 (value 27088005; 0.01% of shares outstanding; change 0.03)
Holder of SESG.PA: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 9808325 (value 80624434; 0.03% of shares outstanding; change 0.00)
Holder of SESG.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 5032566 (value 38775920; 0.01% of shares outstanding; change 0.00)
Holder of SESG.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1563524 (value 12046952; 0.00% of shares outstanding; change -0.08)
Holder of SESG.PA: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 1498646 (value 11547067; 0.00% of shares outstanding; change -0.15)
Holder of SESG.PA: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 1505443 (value 11599438; 0.00% of shares outstanding; change 0.12)
Holder of SESG.PA: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 3630468 (value 27972755; 0.01% of shares outstanding; change 0.68)
Holder of SESG.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5337092 (value 41122293; 0.01% of shares outstanding; change 0.00)
Holder of SESG.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2468570 (value 17662618; 0.01% of shares outstanding; change 0.01)
Holder of SESG.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1433518 (value 11783518; 0.00% of shares outstanding; change 0.01)
Holder of SESG.PA: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 1444416 (value 10334796; 0.00% of shares outstanding; change 0.05)
Holder of SESG.PA: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 9790667 (value 70052224; 0.03% of shares outstanding; change 0.00)
Holder of SESG.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2488085 (value 19170694; 0.01% of shares outstanding; change 0.01)
Holder of SESG.PA: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 9417323 (value 72560472; 0.03% of shares outstanding; change -0.04)
Holder of SEV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 113629 (value 261346; 0.00% of shares outstanding; change 1.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 58065 (value 123097; 0.00% of shares outstanding; change 0.09)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 15745 (value 33379; 0.00% of shares outstanding; change 0.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 15734 (value 33356; 0.00% of shares outstanding; change 0.17)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 17140 (value 36336; 0.00% of shares outstanding; change 0.00)
Holder of SEV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 113629 (value 184078; 0.00% of shares outstanding; change 0.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 57854 (value 126700; 0.00% of shares outstanding; change 0.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15745 (value 34481; 0.00% of shares outstanding; change 0.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 15734 (value 34457; 0.00% of shares outstanding; change 0.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 17140 (value 37536; 0.00% of shares outstanding; change 0.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 54988 (value 89080; 0.00% of shares outstanding; change -0.05)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15745 (value 25506; 0.00% of shares outstanding; change 0.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 15734 (value 25489; 0.00% of shares outstanding; change 0.00)
Holder of SEV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 17140 (value 27766; 0.00% of shares outstanding; change 0.00)
Holder of SEVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 237815 (value 2028561; 0.01% of shares outstanding; change 0.69)
Holder of SEVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 708411 (value 6042745; 0.03% of shares outstanding; change 0.50)
Holder of SEVN: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 128962 (value 1018799; 0.01% of shares outstanding; change 0.36)
Holder of SEVN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 228301 (value 1915445; 0.01% of shares outstanding; change 0.01)
Holder of SEVN: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 109237 (value 862972; 0.00% of shares outstanding; change 0.53)
Holder of SEVN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 152788 (value 1301753; 0.01% of shares outstanding; change 0.22)
Holder of SEVN: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 311222 (value 2458653; 0.01% of shares outstanding; change 0.05)
Holder of SEVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 272065 (value 2149313; 0.01% of shares outstanding; change 0.14)
Holder of SEVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 708411 (value 5596446; 0.03% of shares outstanding; change 0.00)
Holder of SEVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 583320 (value 4975719; 0.03% of shares outstanding; change 0.02)
Holder of SEVN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 196951 (value 1679991; 0.01% of shares outstanding; change 0.00)
Holder of SEVN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 152232 (value 1277226; 0.01% of shares outstanding; change 0.00)
Holder of SEVN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 226304 (value 1787801; 0.01% of shares outstanding; change -0.01)
Holder of SEVN: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 260096 (value 2182205; 0.01% of shares outstanding; change 0.00)
Holder of SEVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 560394 (value 4701705; 0.02% of shares outstanding; change -0.04)
Holder of SEVN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 194701 (value 1633541; 0.01% of shares outstanding; change -0.01)
Holder of SEVN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 137409 (value 1085531; 0.01% of shares outstanding; change -0.10)
Holder of SEVN: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 264478 (value 2089376; 0.01% of shares outstanding; change 0.02)
Holder of SEVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 565463 (value 4467157; 0.03% of shares outstanding; change 0.01)
Holder of SEVN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 196351 (value 1551172; 0.01% of shares outstanding; change 0.01)
Holder of SEZL: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 285758 (value 33762308; 0.01% of shares outstanding; change 2.39)
Holder of SEZL: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 214664 (value 26008691; 0.01% of shares outstanding; change -0.31)
Holder of SEZL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 184318 (value 21777171; 0.01% of shares outstanding; change 0.01)
Holder of SEZL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 533942 (value 63085248; 0.02% of shares outstanding; change 0.01)
Holder of SEZL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 159277 (value 26006748; 0.00% of shares outstanding; change 0.01)
Holder of SEZL: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 285758 (value 43975298; 0.01% of shares outstanding; change 0.00)
Holder of SEZL: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 214371 (value 32989553; 0.01% of shares outstanding; change 0.00)
Holder of SEZL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 190176 (value 29266184; 0.01% of shares outstanding; change 0.03)
Holder of SEZL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 543842 (value 83691845; 0.02% of shares outstanding; change 0.02)
Holder of SEZL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 401231 (value 47405443; 0.01% of shares outstanding; change 0.00)
Holder of SEZL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 160999 (value 24776136; 0.00% of shares outstanding; change 0.01)
Holder of SEZL: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-04-30: 168446 (value 20408917; 0.01% of shares outstanding; change 0.03)
Holder of SEZL: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 156487 (value 25551197; 0.00% of shares outstanding; change 0.00)
Holder of SEZL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1041472 (value 170051546; 0.03% of shares outstanding; change 0.02)
Holder of SEZL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 388699 (value 63466772; 0.01% of shares outstanding; change -0.03)
Holder of SEZL: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-04-30: 149903 (value 24476161; 0.00% of shares outstanding; change 0.02)
Holder of SEZL: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-05-31: 173004 (value 28248092; 0.01% of shares outstanding; change 0.03)
Holder of SEZL: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 155791 (value 27945790; 0.00% of shares outstanding; change 0.00)
Holder of SEZL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1035008 (value 159277380; 0.03% of shares outstanding; change -0.01)
Holder of SEZL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 392409 (value 60387820; 0.01% of shares outstanding; change 0.01)
Holder of SEZL: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-05-31: 151481 (value 23311410; 0.00% of shares outstanding; change 0.01)
Holder of SEZL: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-06-30: 178304 (value 27439202; 0.01% of shares outstanding; change 0.03)
Holder of SEZL: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 154709 (value 23808167; 0.00% of shares outstanding; change -0.01)
Holder of SF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1645307 (value 115418288; 0.01% of shares outstanding; change 0.00)
Holder of SF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3292529 (value 230970914; 0.02% of shares outstanding; change -0.05)
Holder of SF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2123079 (value 148933995; 0.01% of shares outstanding; change -0.04)
Holder of SF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4530948 (value 317846009; 0.03% of shares outstanding; change -0.01)
Holder of SF: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1942254 (value 142833360; 0.01% of shares outstanding; change 0.05)
Holder of SF: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1162506 (value 81759049; 0.01% of shares outstanding; change 0.39)
Holder of SF: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 2889107 (value 203190900; 0.02% of shares outstanding; change 0.04)
Holder of SF: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2134089 (value 172477072; 0.01% of shares outstanding; change 0.00)
Holder of SF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1702446 (value 137591685; 0.01% of shares outstanding; change 0.03)
Holder of SF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3390851 (value 274048576; 0.02% of shares outstanding; change 0.03)
Holder of SF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2159136 (value 174501370; 0.01% of shares outstanding; change 0.02)
Holder of SF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4666126 (value 377116301; 0.03% of shares outstanding; change 0.03)
Holder of SF: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1164305 (value 94099129; 0.01% of shares outstanding; change 0.00)
Holder of SF: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1933778 (value 156287937; 0.01% of shares outstanding; change 0.00)
Holder of SF: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 2889107 (value 212464931; 0.02% of shares outstanding; change 0.00)
Holder of SF: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1153714 (value 81140707; 0.01% of shares outstanding; change 0.00)
Holder of SF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5148102 (value 378591425; 0.03% of shares outstanding; change 0.02)
Holder of SF: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2889107 (value 233497626; 0.02% of shares outstanding; change 0.00)
Holder of SF: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1142450 (value 85912236; 0.01% of shares outstanding; change -0.01)
Holder of SF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5173368 (value 418111600; 0.03% of shares outstanding; change 0.00)
Holder of SF: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1180300 (value 95391845; 0.01% of shares outstanding; change 0.03)
Holder of SFBC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 6450 (value 271351; 0.00% of shares outstanding; change 0.00)
Holder of SFBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 22917 (value 956326; 0.01% of shares outstanding; change 0.00)
Holder of SFBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 5599 (value 241624; 0.00% of shares outstanding; change 0.00)
Holder of SFBC: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 5316 (value 221836; 0.00% of shares outstanding; change 0.00)
Holder of SFBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 20638 (value 890632; 0.01% of shares outstanding; change 0.00)
Holder of SFBC: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 10597 (value 477500; 0.00% of shares outstanding; change 0.01)
Holder of SFBC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 6450 (value 290637; 0.00% of shares outstanding; change 0.00)
Holder of SFBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 5565 (value 234119; 0.00% of shares outstanding; change -0.48)
Holder of SFBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 22917 (value 1032640; 0.01% of shares outstanding; change 0.00)
Holder of SFBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 78818 (value 3551539; 0.03% of shares outstanding; change 1.00)
Holder of SFBC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 5469 (value 230080; 0.00% of shares outstanding; change -0.07)
Holder of SFBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 33219 (value 1386228; 0.01% of shares outstanding; change 0.02)
Holder of SFBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 17978 (value 750221; 0.01% of shares outstanding; change 0.00)
Holder of SFBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 5599 (value 252290; 0.00% of shares outstanding; change 0.00)
Holder of SFBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 6222 (value 268510; 0.00% of shares outstanding; change 0.12)
Holder of SFBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 19764 (value 890565; 0.01% of shares outstanding; change -0.04)
Holder of SFBC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 5505 (value 237568; 0.00% of shares outstanding; change 0.01)
Holder of SFBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 31857 (value 1374788; 0.01% of shares outstanding; change -0.04)
Holder of SFBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 17768 (value 766778; 0.01% of shares outstanding; change -0.01)
Holder of SFBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 6222 (value 280363; 0.00% of shares outstanding; change 0.00)
Holder of SFBC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 5433 (value 244810; 0.00% of shares outstanding; change -0.01)
Holder of SFBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 32175 (value 1449805; 0.01% of shares outstanding; change 0.01)
Holder of SFBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 17922 (value 807565; 0.01% of shares outstanding; change 0.01)
Holder of SFBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 541462 (value 42228620; 0.01% of shares outstanding; change 0.00)
Holder of SFBS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1177227 (value 91811931; 0.02% of shares outstanding; change 0.01)
Holder of SFBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1652747 (value 128897734; 0.03% of shares outstanding; change 0.07)
Holder of SFBS: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 890667 (value 69463117; 0.02% of shares outstanding; change -0.31)
Holder of SFBS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 504994 (value 40631816; 0.01% of shares outstanding; change 0.01)
Holder of SFBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 560642 (value 49117845; 0.01% of shares outstanding; change 0.04)
Holder of SFBS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1196277 (value 104805828; 0.02% of shares outstanding; change 0.02)
Holder of SFBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1632002 (value 142979696; 0.03% of shares outstanding; change -0.01)
Holder of SFBS: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 630000 (value 55194300; 0.01% of shares outstanding; change 0.18)
Holder of SFBS: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 738667 (value 64714616; 0.01% of shares outstanding; change -0.17)
Holder of SFBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1263053 (value 98505500; 0.02% of shares outstanding; change 0.01)
Holder of SFBS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 510567 (value 44730775; 0.01% of shares outstanding; change 0.01)
Holder of SFBS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 517673 (value 40482027; 0.01% of shares outstanding; change 0.01)
Holder of SFBS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 459562 (value 36976358; 0.01% of shares outstanding; change 0.01)
Holder of SFBS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3062755 (value 246429264; 0.06% of shares outstanding; change 0.02)
Holder of SFBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1213567 (value 97643599; 0.02% of shares outstanding; change -0.04)
Holder of SFBS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 522956 (value 45465795; 0.01% of shares outstanding; change 0.01)
Holder of SFBS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 460522 (value 39305551; 0.01% of shares outstanding; change 0.00)
Holder of SFBS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3051474 (value 267339639; 0.06% of shares outstanding; change 0.00)
Holder of SFBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1228277 (value 107609348; 0.02% of shares outstanding; change 0.01)
Holder of SFBS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 460318 (value 40328460; 0.01% of shares outstanding; change 0.00)
Holder of SFBS: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 440744 (value 38613582; 0.01% of shares outstanding; change 0.12)
Holder of SFD: Cohen & Steers Real Assets Fund, Inc.
Shares held as of 2025-12-31: 323948 (value 8367576; 0.00% of shares outstanding; change 0.17)
Holder of SFD: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 228489 (value 5997836; 0.00% of shares outstanding; change 0.16)
Holder of SFD: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-01-31: 209576 (value 5501370; 0.00% of shares outstanding; change 1.00)
Holder of SFD: TIAA-CREF Funds-Nuveen Quant Small/Mid Cap Equity Fund
Shares held as of 2026-01-31: 240080 (value 5987595; 0.00% of shares outstanding; change 0.06)
Holder of SFD: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 961171 (value 23971605; 0.00% of shares outstanding; change 0.00)
Holder of SFD: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 304287 (value 7990576; 0.00% of shares outstanding; change 128.10)
Holder of SFD: Cohen & Steers Real Assets Fund, Inc.
Shares held as of 2026-03-31: 360347 (value 9462712; 0.00% of shares outstanding; change 0.11)
Holder of SFD: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 228489 (value 6000121; 0.00% of shares outstanding; change 0.00)
Holder of SFD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 241724 (value 6345255; 0.00% of shares outstanding; change 0.04)
Holder of SFD: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 358730 (value 9416662; 0.00% of shares outstanding; change 0.09)
Holder of SFD: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 386900 (value 10156125; 0.00% of shares outstanding; change 1.41)
Holder of SFD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 241724 (value 6028596; 0.00% of shares outstanding; change 0.00)
Holder of SFD: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 956977 (value 25130216; 0.00% of shares outstanding; change 0.00)
Holder of SFD: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-04-30: 239000 (value 6276140; 0.00% of shares outstanding; change 0.43)
Holder of SFD: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 418009 (value 10425144; 0.00% of shares outstanding; change 0.17)
Holder of SFD: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 386900 (value 9649286; 0.00% of shares outstanding; change 0.00)
Holder of SFD: First TRT Exch-Trd AlphaDEX Fd.-First TRT Consumer Staples AlphaDEX Fd
Shares held as of 2026-04-30: 356784 (value 9365580; 0.00% of shares outstanding; change -0.16)
Holder of SFD: TIAA-CREF Funds-Nuveen Quant Small/Mid Cap Equity Fund
Shares held as of 2026-04-30: 218540 (value 5738860; 0.00% of shares outstanding; change -0.09)
Holder of SFD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 241724 (value 6347672; 0.00% of shares outstanding; change 0.00)
Holder of SFD: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 394630 (value 10362983; 0.00% of shares outstanding; change -0.06)
Holder of SFD: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 386900 (value 10159994; 0.00% of shares outstanding; change 0.00)
Holder of SFD: First TRT Exch-Trd AlphaDEX Fd.-First TRT Consumer Staples AlphaDEX Fd
Shares held as of 2026-05-31: 343721 (value 8857690; 0.00% of shares outstanding; change -0.04)
Holder of SFD: First TRT Exch-Trd Fd.-First TRT US Eqy. Opportunities ETF
Shares held as of 2026-05-31: 216247 (value 5393200; 0.00% of shares outstanding; change 0.03)
Holder of SFD: First TRT Exch-Trd AlphaDEX Fd.-First TRT Consumer Staples AlphaDEX Fd
Shares held as of 2026-06-30: 344812 (value 9054763; 0.00% of shares outstanding; change 0.00)
Holder of SFE.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 20361152 (value 1270535915; 0.06% of shares outstanding; change -0.01)
Holder of SFE.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4439083 (value 271583099; 0.01% of shares outstanding; change -0.03)
Holder of SFE.DE: Income Fund of America
Shares held as of 2026-03-31: 9656720 (value 590798132; 0.03% of shares outstanding; change 0.00)
Holder of SFE.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8830483 (value 551022152; 0.03% of shares outstanding; change -0.03)
Holder of SFE.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 7506840 (value 468426827; 0.02% of shares outstanding; change -0.04)
Holder of SFE.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11022130 (value 687780928; 0.03% of shares outstanding; change -0.02)
Holder of SFE.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3215621 (value 200654755; 0.01% of shares outstanding; change -0.03)
Holder of SFE.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 4096722 (value 250637453; 0.01% of shares outstanding; change 0.01)
Holder of SFE.DE: Income Fund of America
Shares held as of 2026-04-30: 8656720 (value 540179341; 0.03% of shares outstanding; change -0.10)
Holder of SFE.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4133401 (value 252881474; 0.01% of shares outstanding; change 0.03)
Holder of SFE.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4496019 (value 275066443; 0.01% of shares outstanding; change 0.01)
Holder of SFE.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4448203 (value 277567873; 0.01% of shares outstanding; change 0.00)
Holder of SFE.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 4143421 (value 265924761; 0.01% of shares outstanding; change 0.01)
Holder of SFE.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4579655 (value 285770478; 0.01% of shares outstanding; change 0.02)
Holder of SFE.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 5911469 (value 368875674; 0.02% of shares outstanding; change 0.43)
Holder of SFE.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4065440 (value 253683462; 0.01% of shares outstanding; change -0.03)
Holder of SFIX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1261872 (value 4492264; 0.01% of shares outstanding; change 0.00)
Holder of SFIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3229525 (value 11497108; 0.03% of shares outstanding; change 0.00)
Holder of SFIX: -Disciplined Growth Investors Fund
Shares held as of 2026-01-31: 1132674 (value 4887488; 0.01% of shares outstanding; change 0.02)
Holder of SFIX: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 913008 (value 3939629; 0.01% of shares outstanding; change 0.03)
Holder of SFIX: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 893707 (value 3199470; 0.01% of shares outstanding; change -0.02)
Holder of SFIX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1090052 (value 4703574; 0.01% of shares outstanding; change 0.01)
Holder of SFIX: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 865020 (value 2958368; 0.01% of shares outstanding; change 0.39)
Holder of SFIX: NORTHERN LIGHTS FUND TRUST II-Hodges Fund
Shares held as of 2026-03-31: 1250000 (value 4474999; 0.01% of shares outstanding; change 0.00)
Holder of SFIX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1342341 (value 4805580; 0.01% of shares outstanding; change 0.06)
Holder of SFIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3337063 (value 11946685; 0.03% of shares outstanding; change 0.03)
Holder of SFIX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2759853 (value 9825076; 0.02% of shares outstanding; change 0.02)
Holder of SFIX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 891156 (value 3172515; 0.01% of shares outstanding; change -0.04)
Holder of SFIX: -Disciplined Growth Investors Fund
Shares held as of 2026-04-30: 1140722 (value 4083784; 0.01% of shares outstanding; change 0.01)
Holder of SFIX: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 946208 (value 3387424; 0.01% of shares outstanding; change 0.04)
Holder of SFIX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1103416 (value 3950229; 0.01% of shares outstanding; change 0.01)
Holder of SFIX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2651801 (value 11442521; 0.02% of shares outstanding; change -0.04)
Holder of SFIX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 880986 (value 3801454; 0.01% of shares outstanding; change -0.01)
Holder of SFIX: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-05-31: 1592778 (value 5670289; 0.01% of shares outstanding; change 1.24)
Holder of SFIX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2677029 (value 9583763; 0.02% of shares outstanding; change 0.01)
Holder of SFIX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 888444 (value 3180629; 0.01% of shares outstanding; change 0.01)
Holder of SFIX: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-06-30: 1041506 (value 3728591; 0.01% of shares outstanding; change -0.35)
Holder of SFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1945548 (value 22286252; 0.01% of shares outstanding; change -0.01)
Holder of SFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1080871 (value 12381377; 0.01% of shares outstanding; change 0.00)