speb/financial-data huggingface dataset:
Holder of SRTS: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 310940 (value 942148; 0.02% of shares outstanding; change 0.00)
Holder of SRV: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 8914 (value 439995; 0.00% of shares outstanding; change 0.16)
Holder of SRV: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 5792 (value 280912; 0.00% of shares outstanding; change -0.35)
Holder of SRV: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 5425 (value 269568; 0.00% of shares outstanding; change -0.06)
Holder of SRXH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 148069 (value 16361; 0.00% of shares outstanding; change 0.00)
Holder of SRXH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 230504 (value 28882; 0.00% of shares outstanding; change 1.36)
Holder of SRXH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11682 (value 1463; 0.00% of shares outstanding; change 0.00)
Holder of SRXH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 229665 (value 23701; 0.00% of shares outstanding; change 0.00)
Holder of SRXH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11682 (value 1205; 0.00% of shares outstanding; change 0.00)
Holder of SRXH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 3828 (value 6890; 0.00% of shares outstanding; change 0.00)
Holder of SRXH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 195 (value 350; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 1970 (value 41803; 0.00% of shares outstanding; change 1.00)
Holder of SRZN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 61432 (value 1610132; 0.01% of shares outstanding; change -0.09)
Holder of SRZN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 215235 (value 5641309; 0.02% of shares outstanding; change 0.42)
Holder of SRZN: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 1114 (value 29197; 0.00% of shares outstanding; change -0.79)
Holder of SRZN: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 3495 (value 91603; 0.00% of shares outstanding; change -0.47)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 26610 (value 564664; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6143 (value 130354; 0.00% of shares outstanding; change 0.49)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8584 (value 182152; 0.00% of shares outstanding; change 0.06)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11836 (value 251159; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 1231 (value 28546; 0.00% of shares outstanding; change -0.38)
Holder of SRZN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 64211 (value 1266883; 0.01% of shares outstanding; change 0.05)
Holder of SRZN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 97635 (value 1926338; 0.01% of shares outstanding; change -0.55)
Holder of SRZN: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 3751 (value 74007; 0.00% of shares outstanding; change 2.37)
Holder of SRZN: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 3495 (value 68956; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 12228 (value 259478; 0.00% of shares outstanding; change 0.06)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 26513 (value 646917; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6143 (value 149889; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8584 (value 209449; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11836 (value 288798; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 12308 (value 300315; 0.00% of shares outstanding; change 0.01)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 26513 (value 523101; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6143 (value 121201; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8584 (value 169362; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11836 (value 233524; 0.00% of shares outstanding; change 0.00)
Holder of SRZN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 12563 (value 247867; 0.00% of shares outstanding; change 0.02)
Holder of SRZN: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 11997 (value 236700; 0.00% of shares outstanding; change 1.00)
Holder of SS1.AX: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 2674714 (value 3049173; 0.01% of shares outstanding; change 0.53)
Holder of SS1.AX: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 3092942 (value 2799112; 0.02% of shares outstanding; change 0.16)
Holder of SSAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 29628 (value 295983; 0.00% of shares outstanding; change 1.00)
Holder of SSAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1002000; 0.01% of shares outstanding; change 1.00)
Holder of SSAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 29628 (value 296392; 0.00% of shares outstanding; change 0.00)
Holder of SSAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 29628 (value 296872; 0.00% of shares outstanding; change 0.00)
Holder of SSAC: TRT for Professional Managers-CrossingBridge Ultra-Short Duration Fd.
Shares held as of 2026-06-30: 325112 (value 3257622; 0.02% of shares outstanding; change 1.00)
Holder of SSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1082574 (value 102573886; 0.01% of shares outstanding; change 0.00)
Holder of SSB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2281423 (value 216164829; 0.02% of shares outstanding; change -0.05)
Holder of SSB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1470672 (value 139346172; 0.02% of shares outstanding; change -0.04)
Holder of SSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3131998 (value 296756810; 0.03% of shares outstanding; change -0.02)
Holder of SSB: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1073026 (value 105376520; 0.01% of shares outstanding; change 0.00)
Holder of SSB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 996958 (value 97906262; 0.01% of shares outstanding; change 0.06)
Holder of SSB: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 979983 (value 96239232; 0.01% of shares outstanding; change 0.03)
Holder of SSB: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 980000 (value 92855000; 0.01% of shares outstanding; change -0.12)
Holder of SSB: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 980000 (value 96240901; 0.01% of shares outstanding; change -0.12)
Holder of SSB: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2582612 (value 273756872; 0.03% of shares outstanding; change -0.11)
Holder of SSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1105772 (value 117211832; 0.01% of shares outstanding; change 0.02)
Holder of SSB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2261256 (value 239693136; 0.02% of shares outstanding; change -0.01)
Holder of SSB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1439956 (value 152635336; 0.01% of shares outstanding; change -0.02)
Holder of SSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3102570 (value 328872420; 0.03% of shares outstanding; change -0.01)
Holder of SSB: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1747884 (value 180364154; 0.02% of shares outstanding; change 0.63)
Holder of SSB: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1747884 (value 185275704; 0.02% of shares outstanding; change 0.63)
Holder of SSB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1095473 (value 116120138; 0.01% of shares outstanding; change 0.10)
Holder of SSB: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1046832 (value 110964192; 0.01% of shares outstanding; change 0.07)
Holder of SSB: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1049759 (value 111274454; 0.01% of shares outstanding; change 1.00)
Holder of SSB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3349341 (value 323311882; 0.03% of shares outstanding; change 0.02)
Holder of SSB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3363206 (value 356499836; 0.03% of shares outstanding; change 0.00)
Holder of SSBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 50187 (value 681037; 0.01% of shares outstanding; change -0.13)
Holder of SSBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 177110 (value 2403382; 0.04% of shares outstanding; change 0.00)
Holder of SSBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 8370 (value 114920; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 14814 (value 203396; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 10197 (value 140004; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 8120 (value 111487; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 21000 (value 275309; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 22788 (value 302852; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8615 (value 114493; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 50187 (value 657951; 0.01% of shares outstanding; change 0.00)
Holder of SSBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 178010 (value 2333711; 0.04% of shares outstanding; change 0.01)
Holder of SSBI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 12438 (value 165301; 0.00% of shares outstanding; change -0.01)
Holder of SSBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 8370 (value 109730; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 14814 (value 194211; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 10197 (value 133682; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 8120 (value 106453; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22705 (value 311739; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8615 (value 118283; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 12520 (value 171899; 0.00% of shares outstanding; change 0.01)
Holder of SSBI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 22498 (value 294948; 0.00% of shares outstanding; change -0.01)
Holder of SSBI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8615 (value 112942; 0.00% of shares outstanding; change 0.00)
Holder of SSBI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 13403 (value 175713; 0.00% of shares outstanding; change 0.07)
Holder of SSD: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 437865 (value 83080507; 0.01% of shares outstanding; change -0.11)
Holder of SSD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 446594 (value 84736748; 0.01% of shares outstanding; change 0.00)
Holder of SSD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 531134 (value 100777368; 0.01% of shares outstanding; change -0.04)
Holder of SSD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 940402 (value 178431880; 0.02% of shares outstanding; change -0.05)
Holder of SSD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1311573 (value 248857868; 0.03% of shares outstanding; change 0.00)
Holder of SSD: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 710399 (value 134791110; 0.02% of shares outstanding; change -0.13)
Holder of SSD: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 800650 (value 155230025; 0.02% of shares outstanding; change -0.11)
Holder of SSD: SmallCap World Fund Inc
Shares held as of 2026-03-31: 836008 (value 162085235; 0.02% of shares outstanding; change 0.00)
Holder of SSD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 463059 (value 89777881; 0.01% of shares outstanding; change 0.04)
Holder of SSD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 535543 (value 103831079; 0.01% of shares outstanding; change 0.01)
Holder of SSD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 956041 (value 185357233; 0.02% of shares outstanding; change 0.02)
Holder of SSD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1323589 (value 256617441; 0.03% of shares outstanding; change 0.01)
Holder of SSD: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 672399 (value 130364721; 0.02% of shares outstanding; change -0.05)
Holder of SSD: Fidelity Contrafund
Shares held as of 2026-04-30: 512669 (value 101767362; 0.01% of shares outstanding; change 0.26)
Holder of SSD: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 496899 (value 92651790; 0.01% of shares outstanding; change 0.01)
Holder of SSD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1400449 (value 280285862; 0.03% of shares outstanding; change 0.02)
Holder of SSD: Fidelity Contrafund
Shares held as of 2026-05-31: 546119 (value 105881554; 0.01% of shares outstanding; change 0.07)
Holder of SSD: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 501970 (value 94972722; 0.01% of shares outstanding; change 0.01)
Holder of SSD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1406441 (value 272680787; 0.03% of shares outstanding; change 0.00)
Holder of SSD: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 499977 (value 96935543; 0.01% of shares outstanding; change 0.00)
Holder of SSE.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 11384450 (value 26275310600; 0.01% of shares outstanding; change 0.11)
Holder of SSE.L: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 11175753 (value 26128910514; 0.01% of shares outstanding; change 1.00)
Holder of SSE.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 17678394 (value 41332085172; 0.02% of shares outstanding; change 0.10)
Holder of SSE.L: Templeton Growth Fund, Inc.
Shares held as of 2026-02-28: 6038301 (value 14624765022; 0.01% of shares outstanding; change 0.00)
Holder of SSE.L: Capital Income Builder
Shares held as of 2026-03-31: 15426625 (value 36067449250; 0.01% of shares outstanding; change -0.06)
Holder of SSE.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 41762364 (value 103904761632; 0.04% of shares outstanding; change 2.16)
Holder of SSE.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 6757294 (value 15595834552; 0.01% of shares outstanding; change 0.27)
Holder of SSE.L: Income Fund of America
Shares held as of 2026-03-31: 6554791 (value 15325101358; 0.01% of shares outstanding; change 0.47)
Holder of SSE.L: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 6489593 (value 16146107384; 0.01% of shares outstanding; change 0.85)
Holder of SSE.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 11657507 (value 28234481954; 0.01% of shares outstanding; change 0.02)
Holder of SSE.L: Capital Income Builder
Shares held as of 2026-04-30: 15426625 (value 38381443000; 0.01% of shares outstanding; change 0.00)
Holder of SSE.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 7372468 (value 17236830184; 0.01% of shares outstanding; change 0.09)
Holder of SSE.L: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 15120590 (value 36622068980; 0.01% of shares outstanding; change 0.35)
Holder of SSE.L: Income Fund of America
Shares held as of 2026-04-30: 6554791 (value 15875703802; 0.01% of shares outstanding; change 0.00)
Holder of SSE.L: VANGUARD SPECIALIZED FUNDS-Vanguard Energy Fund
Shares held as of 2026-04-30: 5457654 (value 13218437988; 0.01% of shares outstanding; change -0.05)
Holder of SSE.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 17622822 (value 42682474884; 0.02% of shares outstanding; change 0.00)
Holder of SSE.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 8582879 (value 20066771102; 0.01% of shares outstanding; change 0.02)
Holder of SSE.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 5783700 (value 14008121400; 0.01% of shares outstanding; change 0.00)
Holder of SSE.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 7082658 (value 17154197676; 0.01% of shares outstanding; change -0.04)
Holder of SSE.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 8841165 (value 21413301630; 0.01% of shares outstanding; change 0.03)
Holder of SSE.L: Capital Income Builder
Shares held as of 2026-06-30: 11949271 (value 28941134362; 0.01% of shares outstanding; change -0.23)
Holder of SSEA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 17124 (value 174664; 0.00% of shares outstanding; change 1.00)
Holder of SSEA: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 6025 (value 61454; 0.00% of shares outstanding; change 1.00)
Holder of SSEA: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 3134 (value 32029; 0.00% of shares outstanding; change 1.00)
Holder of SSEA: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 309087 (value 3152687; 0.04% of shares outstanding; change 1.00)
Holder of SSEA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 11969 (value 122323; 0.00% of shares outstanding; change 1.00)
Holder of SSEA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 16554 (value 168850; 0.00% of shares outstanding; change 1.00)
Holder of SSEA: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 7731 (value 79629; 0.00% of shares outstanding; change 0.00)
Holder of SSEA: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 50000 (value 515000; 0.01% of shares outstanding; change 1.00)
Holder of SSEA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 17124 (value 176377; 0.00% of shares outstanding; change 0.00)
Holder of SSEA: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 6025 (value 62057; 0.00% of shares outstanding; change 0.00)
Holder of SSEA: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 3134 (value 32280; 0.00% of shares outstanding; change 0.00)
Holder of SSEA: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 309087 (value 3183596; 0.04% of shares outstanding; change 0.00)
Holder of SSEA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 50000 (value 515000; 0.01% of shares outstanding; change 1.00)
Holder of SSEA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 11969 (value 123280; 0.00% of shares outstanding; change 0.00)
Holder of SSEA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 16554 (value 170506; 0.00% of shares outstanding; change 0.00)
Holder of SSII: MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund
Shares held as of 2025-12-31: 50000 (value 197000; 0.00% of shares outstanding; change 1.00)
Holder of SSII: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 1628 (value 6072; 0.00% of shares outstanding; change 1.00)
Holder of SSII: Northern Lights Fund Trust IV-Inspire Small/Mid Cap ETF
Shares held as of 2026-02-28: 85489 (value 297074; 0.00% of shares outstanding; change 0.20)
Holder of SSII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 36276 (value 135309; 0.00% of shares outstanding; change 0.00)
Holder of SSII: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 10588 (value 36793; 0.00% of shares outstanding; change 1.00)
Holder of SSII: MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund
Shares held as of 2026-03-31: 50000 (value 173749; 0.00% of shares outstanding; change 0.00)
Holder of SSII: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 2404 (value 8353; 0.00% of shares outstanding; change 0.48)
Holder of SSII: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 259 (value 900; 0.00% of shares outstanding; change 1.00)
Holder of SSII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 39279 (value 135512; 0.00% of shares outstanding; change 0.08)
Holder of SSII: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 833333 (value 2895832; 0.00% of shares outstanding; change 0.00)
Holder of SSII: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 14522 (value 54167; 0.00% of shares outstanding; change -0.07)
Holder of SSII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 39279 (value 136494; 0.00% of shares outstanding; change 0.00)
Holder of SSII: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 14522 (value 50463; 0.00% of shares outstanding; change 0.00)
Holder of SSL: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 508321 (value 5637279; 0.00% of shares outstanding; change 0.00)
Holder of SSL: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 97944 (value 1158677; 0.00% of shares outstanding; change 0.02)
Holder of SSL: AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 240017 (value 2512978; 0.00% of shares outstanding; change 1.00)
Holder of SSL: American Century ETF Trust-Avantis Emerging Markets Equity Fund
Shares held as of 2026-03-31: 122979 (value 1454841; 0.00% of shares outstanding; change 0.00)
Holder of SSL: Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF
Shares held as of 2026-03-31: 1230750 (value 14559772; 0.00% of shares outstanding; change 1.00)
Holder of SSL: New World Fund Inc
Shares held as of 2026-03-31: 579550 (value 6427209; 0.00% of shares outstanding; change 1.00)
Holder of SSL: AdvisorShares Trust-AdvisorShares Dorsey Wright ADR ETF
Shares held as of 2026-04-30: 86011 (value 1063956; 0.00% of shares outstanding; change 1.00)
Holder of SSL: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 1367346 (value 18363457; 0.00% of shares outstanding; change 0.04)
Holder of SSL: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 172496 (value 2316621; 0.00% of shares outstanding; change 0.03)
Holder of SSL: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 508321 (value 6013437; 0.00% of shares outstanding; change 0.00)
Holder of SSL: New World Fund Inc
Shares held as of 2026-04-30: 1430617 (value 16266115; 0.00% of shares outstanding; change 1.47)
Holder of SSL: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 110079 (value 1302234; 0.00% of shares outstanding; change 0.00)
Holder of SSL: AdvisorShares Trust-AdvisorShares Dorsey Wright ADR ETF
Shares held as of 2026-05-31: 83939 (value 930883; 0.00% of shares outstanding; change -0.02)
Holder of SSL: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 1409311 (value 15629259; 0.00% of shares outstanding; change 0.03)
Holder of SSL: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-05-31: 173266 (value 1921519; 0.00% of shares outstanding; change 0.00)
Holder of SSL: AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND
Shares held as of 2026-06-30: 156877 (value 1855854; 0.00% of shares outstanding; change -0.35)
Holder of SSL: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 1425228 (value 16860447; 0.00% of shares outstanding; change 0.01)
Holder of SSL: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-06-30: 182886 (value 2163541; 0.00% of shares outstanding; change 0.06)
Holder of SSL: Hennessy Funds Trust-Hennessy Cornerstone Growth Fund
Shares held as of 2026-06-30: 669000 (value 7914269; 0.00% of shares outstanding; change 1.00)
Holder of SSL: New World Fund Inc
Shares held as of 2026-06-30: 1430617 (value 16924199; 0.00% of shares outstanding; change 0.00)
Holder of SSMR: -Global X Gold Miners ETF
Shares held as of 2026-06-30: 332 (value 4777; 0.00% of shares outstanding; change 1.00)
Holder of SSNC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2259820 (value 152583038; 0.01% of shares outstanding; change 0.00)
Holder of SSNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6543530 (value 441819123; 0.03% of shares outstanding; change 0.00)
Holder of SSNC: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 5655341 (value 372517327; 0.02% of shares outstanding; change -0.04)
Holder of SSNC: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 2154735 (value 141932400; 0.01% of shares outstanding; change 0.00)
Holder of SSNC: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-03-31: 1661800 (value 112204730; 0.01% of shares outstanding; change 0.00)
Holder of SSNC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2252711 (value 155369480; 0.01% of shares outstanding; change 1.00)
Holder of SSNC: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 4084271 (value 301745930; 0.02% of shares outstanding; change -0.49)
Holder of SSNC: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 1599529 (value 118173198; 0.01% of shares outstanding; change -0.04)
Holder of SSNC: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1438112 (value 106247710; 0.01% of shares outstanding; change 0.00)
Holder of SSNC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2341866 (value 173017053; 0.01% of shares outstanding; change 0.04)
Holder of SSNC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4433355 (value 327536255; 0.02% of shares outstanding; change -0.02)
Holder of SSNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6508532 (value 480850326; 0.03% of shares outstanding; change -0.01)
Holder of SSNC: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1899081 (value 140304099; 0.01% of shares outstanding; change -0.01)
Holder of SSNC: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-04-30: 1661800 (value 109462770; 0.01% of shares outstanding; change 0.00)
Holder of SSNC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2491509 (value 164115704; 0.01% of shares outstanding; change 0.11)
Holder of SSNC: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 2154735 (value 159191815; 0.01% of shares outstanding; change 0.00)
Holder of SSNC: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-05-31: 1661800 (value 122773779; 0.01% of shares outstanding; change 0.00)
Holder of SSNC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2754041 (value 203468541; 0.01% of shares outstanding; change 0.11)
Holder of SSNC: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 1400300 (value 92237764; 0.01% of shares outstanding; change -0.12)
Holder of SSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 745714 (value 2527970; 0.01% of shares outstanding; change 0.06)
Holder of SSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2148548 (value 7283577; 0.03% of shares outstanding; change 0.00)
Holder of SSP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 881886 (value 2526603; 0.01% of shares outstanding; change 0.00)
Holder of SSP: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-01-31: 685492 (value 1963934; 0.01% of shares outstanding; change 0.26)
Holder of SSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 618345 (value 1771558; 0.01% of shares outstanding; change 0.00)
Holder of SSP: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 3495435 (value 10451350; 0.05% of shares outstanding; change 0.27)
Holder of SSP: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 1320000 (value 3946800; 0.02% of shares outstanding; change 0.07)
Holder of SSP: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 760000 (value 2177400; 0.01% of shares outstanding; change 0.00)
Holder of SSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 774807 (value 2316672; 0.01% of shares outstanding; change 0.04)
Holder of SSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2148548 (value 6424158; 0.03% of shares outstanding; change 0.00)
Holder of SSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1597481 (value 5415460; 0.02% of shares outstanding; change 0.02)
Holder of SSP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 572612 (value 1941154; 0.01% of shares outstanding; change 0.00)
Holder of SSP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 881886 (value 2636839; 0.01% of shares outstanding; change 0.00)
Holder of SSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 649917 (value 1943251; 0.01% of shares outstanding; change 0.05)
Holder of SSP: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-04-30: 575430 (value 1720535; 0.01% of shares outstanding; change -0.16)
Holder of SSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1589633 (value 4554298; 0.02% of shares outstanding; change 0.00)
Holder of SSP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 566072 (value 1621796; 0.01% of shares outstanding; change -0.01)
Holder of SSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1604738 (value 4798166; 0.02% of shares outstanding; change 0.01)
Holder of SSP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 570868 (value 1706895; 0.01% of shares outstanding; change 0.01)
Holder of SSP: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 708000 (value 2116920; 0.01% of shares outstanding; change -0.07)
Holder of SSPG.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7509665 (value 1244351467; 0.01% of shares outstanding; change 0.03)
Holder of SSPG.L: Catholic Responsible Investments Fd.s-CATHOLIC RESPONSIBLE INVESTMENTS
Shares held as of 2026-01-31: 6788216 (value 1245637636; 0.01% of shares outstanding; change -0.05)
Holder of SSPG.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 4090600 (value 750625100; 0.01% of shares outstanding; change -0.05)
Holder of SSPG.L: HARBOR FUNDS-Harbor International Fund
Shares held as of 2026-01-31: 6103612 (value 1120012802; 0.01% of shares outstanding; change -0.03)
Holder of SSPG.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 2889531 (value 530228938; 0.00% of shares outstanding; change 0.01)
Holder of SSPG.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11521929 (value 2114273971; 0.02% of shares outstanding; change 0.00)
Holder of SSPG.L: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 7716347 (value 1473822277; 0.01% of shares outstanding; change 0.01)
Holder of SSPG.L: CAUSEWAY CAPITAL MANAGEMENT TRUST-Causeway Global Value Fund
Shares held as of 2026-03-31: 2205532 (value 404715122; 0.00% of shares outstanding; change 2.20)
Holder of SSPG.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7519154 (value 1436158414; 0.01% of shares outstanding; change 0.00)
Holder of SSPG.L: Catholic Responsible Investments Fd.s-CATHOLIC RESPONSIBLE INVESTMENTS
Shares held as of 2026-04-30: 6788216 (value 1296549256; 0.01% of shares outstanding; change 0.00)
Holder of SSPG.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2703171 (value 516305661; 0.00% of shares outstanding; change 0.25)
Holder of SSPG.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 3715909 (value 709738619; 0.00% of shares outstanding; change -0.09)
Holder of SSPG.L: HARBOR FUNDS-Harbor International Fund
Shares held as of 2026-04-30: 6565316 (value 1253975356; 0.01% of shares outstanding; change 0.08)
Holder of SSPG.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 2856554 (value 545601814; 0.00% of shares outstanding; change -0.01)
Holder of SSPG.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 11521929 (value 2200688439; 0.02% of shares outstanding; change 0.00)
Holder of SSPG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5390299 (value 989119866; 0.01% of shares outstanding; change 0.00)
Holder of SSPG.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 3100047 (value 568858624; 0.00% of shares outstanding; change 0.00)
Holder of SSPG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5427414 (value 1036636074; 0.01% of shares outstanding; change 0.01)
Holder of SSPG.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 3152468 (value 602121388; 0.00% of shares outstanding; change 0.02)
Holder of SSRM: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1907999 (value 51744934; 0.01% of shares outstanding; change 0.02)
Holder of SSRM: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 2235246 (value 65693878; 0.01% of shares outstanding; change -0.13)
Holder of SSRM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2942310 (value 86474489; 0.01% of shares outstanding; change 0.01)
Holder of SSRM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1994365 (value 58614386; 0.01% of shares outstanding; change 0.01)
Holder of SSRM: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 4798252 (value 128881051; 0.02% of shares outstanding; change -0.07)
Holder of SSRM: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 2766000 (value 86354518; 0.01% of shares outstanding; change 0.04)
Holder of SSRM: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1954369 (value 52494352; 0.01% of shares outstanding; change 0.02)
Holder of SSRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4978416 (value 155426144; 0.02% of shares outstanding; change 0.01)
Holder of SSRM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2014852 (value 54118925; 0.01% of shares outstanding; change 0.01)
Holder of SSRM: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 2523100 (value 74153907; 0.01% of shares outstanding; change -0.09)
Holder of SSRM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 6321860 (value 171448848; 0.03% of shares outstanding; change -0.16)
Holder of SSRM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2940474 (value 78981133; 0.01% of shares outstanding; change 0.00)
Holder of SSRM: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 7363004 (value 199684674; 0.04% of shares outstanding; change 0.00)
Holder of SSRM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 4137966 (value 112221641; 0.02% of shares outstanding; change -0.02)
Holder of SSRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4801136 (value 141105384; 0.02% of shares outstanding; change -0.04)
Holder of SSRM: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 2448400 (value 65764025; 0.01% of shares outstanding; change -0.03)
Holder of SSRM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 6182991 (value 158099077; 0.03% of shares outstanding; change -0.21)
Holder of SSRM: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 7270989 (value 195298768; 0.04% of shares outstanding; change -0.01)
Holder of SSRM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 4049470 (value 115733852; 0.02% of shares outstanding; change -0.02)
Holder of SSRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4874940 (value 130940891; 0.02% of shares outstanding; change 0.02)
Holder of SSRM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1765503 (value 47421411; 0.01% of shares outstanding; change 0.02)
Holder of SSRM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 6041431 (value 162272840; 0.03% of shares outstanding; change -0.02)
Holder of SSRM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 3995521 (value 107319696; 0.02% of shares outstanding; change -0.01)
Holder of SSRM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1907999 (value 78762196; 0.01% of shares outstanding; change 0.02)
Holder of SSRM.TO: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 2235246 (value 93299171; 0.01% of shares outstanding; change -0.13)
Holder of SSRM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2942310 (value 122812024; 0.01% of shares outstanding; change 0.01)
Holder of SSRM.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1994365 (value 83244798; 0.01% of shares outstanding; change 0.01)
Holder of SSRM.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 4798252 (value 181853758; 0.02% of shares outstanding; change -0.07)
Holder of SSRM.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 2766000 (value 114180476; 0.01% of shares outstanding; change 0.04)
Holder of SSRM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1954369 (value 74070588; 0.01% of shares outstanding; change 0.02)
Holder of SSRM.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2014852 (value 76362893; 0.01% of shares outstanding; change 0.01)
Holder of SSRM.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 2523100 (value 105314198; 0.01% of shares outstanding; change -0.09)
Holder of SSRM.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 6321860 (value 260966373; 0.03% of shares outstanding; change -0.16)
Holder of SSRM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2940474 (value 111443969; 0.01% of shares outstanding; change 0.00)
Holder of SSRM.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 7363004 (value 303944796; 0.04% of shares outstanding; change 0.00)
Holder of SSRM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 4137966 (value 170815231; 0.02% of shares outstanding; change -0.02)
Holder of SSRM.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4801136 (value 200399424; 0.02% of shares outstanding; change -0.04)
Holder of SSRM.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 2448400 (value 92794363; 0.01% of shares outstanding; change -0.03)
Holder of SSRM.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 6182991 (value 221598398; 0.03% of shares outstanding; change -0.21)
Holder of SSRM.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 7270989 (value 275570494; 0.04% of shares outstanding; change -0.01)
Holder of SSRM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 4049470 (value 163679569; 0.02% of shares outstanding; change -0.02)
Holder of SSRM.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4874940 (value 184760233; 0.02% of shares outstanding; change 0.02)
Holder of SSRM.TO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1765503 (value 66912566; 0.01% of shares outstanding; change 0.02)
Holder of SSRM.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 6041431 (value 228970244; 0.03% of shares outstanding; change -0.02)
Holder of SSRM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 3995521 (value 151430251; 0.02% of shares outstanding; change -0.01)
Holder of SSSS: Gabelli ETFs Trust-Gabelli Financial Services Opportunities ETF
Shares held as of 2025-12-31: 241150 (value 3347162; 0.01% of shares outstanding; change -0.26)
Holder of SSSS: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-01-31: 72677 (value 899741; 0.00% of shares outstanding; change -0.40)
Holder of SSSS: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-01-31: 230313 (value 2851274; 0.01% of shares outstanding; change 0.12)
Holder of SSSS: Unified Series Trust-OneAscent Enhanced Small and Mid Cap ETF
Shares held as of 2026-02-28: 26412 (value 331206; 0.00% of shares outstanding; change 0.02)
Holder of SSSS: FORUM FUNDS II-Acuitas US Microcap Fund
Shares held as of 2026-03-31: 21549 (value 270224; 0.00% of shares outstanding; change 0.00)
Holder of SSSS: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-03-31: 22340 (value 276569; 0.00% of shares outstanding; change 8.55)
Holder of SSSS: Gabelli Dividend & Income Trust
Shares held as of 2026-03-31: 397902 (value 4926026; 0.02% of shares outstanding; change 0.03)
Holder of SSSS: Gabelli ETFs Trust-Gabelli Financial Services Opportunities ETF
Shares held as of 2026-03-31: 250192 (value 3137407; 0.01% of shares outstanding; change 0.04)
Holder of SSSS: Gabelli Equity Trust Inc
Shares held as of 2026-03-31: 633668 (value 7844809; 0.02% of shares outstanding; change 0.00)
Holder of SSSS: MUTUAL FUND SERIES TRUST-Catalyst/SMH Total Return Income Fund
Shares held as of 2026-03-31: 42466 (value 532523; 0.00% of shares outstanding; change 0.00)
Holder of SSSS: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-04-30: 47227 (value 592226; 0.00% of shares outstanding; change -0.35)
Holder of SSSS: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-04-30: 68956 (value 959177; 0.00% of shares outstanding; change 0.05)
Holder of SSSS: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-04-30: 272471 (value 3416786; 0.01% of shares outstanding; change 0.18)