speb/financial-data huggingface dataset:
Holder of SMHI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 241370 (value 1930960; 0.01% of shares outstanding; change -0.17)
Holder of SMHI: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 144099 (value 1152792; 0.01% of shares outstanding; change 0.02)
Holder of SMHI: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 130657 (value 1045256; 0.00% of shares outstanding; change 0.08)
Holder of SMHI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 213458 (value 1707664; 0.01% of shares outstanding; change 0.01)
Holder of SMHI: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 934771 (value 7478168; 0.03% of shares outstanding; change -0.01)
Holder of SMHI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 509973 (value 4084883; 0.02% of shares outstanding; change -0.04)
Holder of SMHI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 173191 (value 1387259; 0.01% of shares outstanding; change -0.01)
Holder of SMHI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 514796 (value 4118368; 0.02% of shares outstanding; change 0.01)
Holder of SMHI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 174654 (value 1397232; 0.01% of shares outstanding; change 0.01)
Holder of SMID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 47333 (value 1517022; 0.01% of shares outstanding; change 0.00)
Holder of SMID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 129186 (value 4140411; 0.02% of shares outstanding; change 0.00)
Holder of SMID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 13063 (value 391890; 0.00% of shares outstanding; change 0.07)
Holder of SMID: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 26957 (value 808710; 0.01% of shares outstanding; change 0.00)
Holder of SMID: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 13444 (value 407084; 0.00% of shares outstanding; change 0.01)
Holder of SMID: Clearwater Investment Trust-Clearwater Select Equity Fund
Shares held as of 2026-03-31: 11039 (value 331170; 0.00% of shares outstanding; change 0.02)
Holder of SMID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 22701 (value 678986; 0.00% of shares outstanding; change -0.06)
Holder of SMID: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 225000 (value 6813000; 0.04% of shares outstanding; change 0.00)
Holder of SMID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 49771 (value 1507065; 0.01% of shares outstanding; change 0.05)
Holder of SMID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 128486 (value 3890556; 0.02% of shares outstanding; change -0.01)
Holder of SMID: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 75093 (value 2406730; 0.01% of shares outstanding; change 0.02)
Holder of SMID: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 13502 (value 408840; 0.00% of shares outstanding; change 0.03)
Holder of SMID: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 11999 (value 363329; 0.00% of shares outstanding; change 0.76)
Holder of SMID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22618 (value 678540; 0.00% of shares outstanding; change 0.00)
Holder of SMID: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 26909 (value 814804; 0.01% of shares outstanding; change 0.00)
Holder of SMID: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 72142 (value 2164260; 0.01% of shares outstanding; change -0.04)
Holder of SMID: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 23198 (value 695940; 0.00% of shares outstanding; change 0.00)
Holder of SMID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 22618 (value 684873; 0.00% of shares outstanding; change 0.00)
Holder of SMID: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 72831 (value 2205322; 0.01% of shares outstanding; change 0.01)
Holder of SMID: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 22958 (value 695168; 0.00% of shares outstanding; change -0.01)
Holder of SMIN.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 3372141 (value 8160581220; 0.01% of shares outstanding; change -0.01)
Holder of SMIN.L: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 1277967 (value 3092680140; 0.00% of shares outstanding; change -0.30)
Holder of SMIN.L: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 19027426 (value 46046370920; 0.06% of shares outstanding; change -0.06)
Holder of SMIN.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3089911 (value 7477584620; 0.01% of shares outstanding; change 0.00)
Holder of SMIN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 2506459 (value 6065630780; 0.01% of shares outstanding; change -0.03)
Holder of SMIN.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4839409 (value 12500193447; 0.02% of shares outstanding; change -0.01)
Holder of SMIN.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 3041700 (value 8145672600; 0.01% of shares outstanding; change -0.10)
Holder of SMIN.L: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 1218604 (value 3147654132; 0.00% of shares outstanding; change -0.05)
Holder of SMIN.L: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 4501520 (value 12055070560; 0.02% of shares outstanding; change 2.05)
Holder of SMIN.L: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 18483816 (value 49499659248; 0.06% of shares outstanding; change -0.03)
Holder of SMIN.L: FMI Funds Inc-International Fund
Shares held as of 2026-03-31: 2050000 (value 5489900000; 0.01% of shares outstanding; change -0.06)
Holder of SMIN.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 1289314 (value 3120139880; 0.00% of shares outstanding; change 0.00)
Holder of SMIN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 2424499 (value 6262480917; 0.01% of shares outstanding; change -0.03)
Holder of SMIN.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3050446 (value 8169094388; 0.01% of shares outstanding; change -0.01)
Holder of SMIN.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 1795107 (value 4636761381; 0.01% of shares outstanding; change 0.39)
Holder of SMIN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 2420323 (value 6481624994; 0.01% of shares outstanding; change 0.00)
Holder of SMIN.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4649317 (value 12450870926; 0.02% of shares outstanding; change -0.04)
Holder of SMIN.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2317712 (value 5986650096; 0.01% of shares outstanding; change 0.00)
Holder of SMIN.L: John Hancock Funds III-International Growth Fund
Shares held as of 2026-05-31: 1958392 (value 5244573776; 0.01% of shares outstanding; change 7.05)
Holder of SMIN.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 1795107 (value 4807296546; 0.01% of shares outstanding; change 0.00)
Holder of SMIN.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2333637 (value 6249479886; 0.01% of shares outstanding; change 0.01)
Holder of SMMT: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 7286202 (value 107617206; 0.01% of shares outstanding; change 1.23)
Holder of SMMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1608020 (value 28204672; 0.00% of shares outstanding; change 0.01)
Holder of SMMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2537693 (value 44511137; 0.00% of shares outstanding; change -0.04)
Holder of SMMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1633842 (value 28657590; 0.00% of shares outstanding; change -0.03)
Holder of SMMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3528451 (value 61889033; 0.00% of shares outstanding; change -0.01)
Holder of SMMT: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 924148 (value 12623861; 0.00% of shares outstanding; change 1.32)
Holder of SMMT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 822391 (value 12146715; 0.00% of shares outstanding; change 0.06)
Holder of SMMT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 2519237 (value 44187419; 0.00% of shares outstanding; change 0.06)
Holder of SMMT: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1089169 (value 19104025; 0.00% of shares outstanding; change 0.00)
Holder of SMMT: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 1000000 (value 17540000; 0.00% of shares outstanding; change 0.00)
Holder of SMMT: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 5948323 (value 81254091; 0.01% of shares outstanding; change -0.18)
Holder of SMMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1718526 (value 23475064; 0.00% of shares outstanding; change 0.07)
Holder of SMMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2680105 (value 36610233; 0.00% of shares outstanding; change 0.06)
Holder of SMMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1707539 (value 23324982; 0.00% of shares outstanding; change 0.05)
Holder of SMMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3755154 (value 51295403; 0.00% of shares outstanding; change 0.06)
Holder of SMMT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 819398 (value 12036956; 0.00% of shares outstanding; change 0.00)
Holder of SMMT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 2651037 (value 38943732; 0.00% of shares outstanding; change 0.05)
Holder of SMMT: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 1067669 (value 15684057; 0.00% of shares outstanding; change -0.02)
Holder of SMMT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 5439762 (value 74796727; 0.01% of shares outstanding; change 0.12)
Holder of SMMT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 2652737 (value 36236387; 0.00% of shares outstanding; change 0.00)
Holder of SMMT: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 1067669 (value 14584358; 0.00% of shares outstanding; change 0.00)
Holder of SMMT: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 800000 (value 10927999; 0.00% of shares outstanding; change 0.00)
Holder of SMMT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 5386725 (value 82147556; 0.01% of shares outstanding; change -0.01)
Holder of SMMT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 7425647 (value 101434336; 0.01% of shares outstanding; change 0.38)
Holder of SMP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 226611 (value 8880884; 0.01% of shares outstanding; change 0.05)
Holder of SMP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 673859 (value 26408533; 0.03% of shares outstanding; change -0.03)
Holder of SMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 292401 (value 11391942; 0.01% of shares outstanding; change -0.02)
Holder of SMP: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 223621 (value 8647423; 0.01% of shares outstanding; change -0.02)
Holder of SMP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 208035 (value 8105043; 0.01% of shares outstanding; change 0.01)
Holder of SMP: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 484000 (value 18716279; 0.02% of shares outstanding; change 0.08)
Holder of SMP: ROYCE FUND-Royce Small-Cap Special Equity Fund
Shares held as of 2026-03-31: 1035000 (value 40023448; 0.05% of shares outstanding; change 0.01)
Holder of SMP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 231153 (value 8938686; 0.01% of shares outstanding; change 0.02)
Holder of SMP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 673859 (value 26058126; 0.03% of shares outstanding; change 0.00)
Holder of SMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 509082 (value 19950922; 0.02% of shares outstanding; change 0.02)
Holder of SMP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 199755 (value 7836388; 0.01% of shares outstanding; change -0.10)
Holder of SMP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 296275 (value 11456953; 0.01% of shares outstanding; change 0.01)
Holder of SMP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 210489 (value 8139609; 0.01% of shares outstanding; change 0.01)
Holder of SMP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1276568 (value 50309544; 0.06% of shares outstanding; change 0.02)
Holder of SMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 489106 (value 19055569; 0.02% of shares outstanding; change -0.04)
Holder of SMP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 199479 (value 7861467; 0.01% of shares outstanding; change 0.00)
Holder of SMP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1267686 (value 49021415; 0.06% of shares outstanding; change -0.01)
Holder of SMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 500429 (value 19351588; 0.02% of shares outstanding; change 0.02)
Holder of SMP: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 201464 (value 7790612; 0.01% of shares outstanding; change 0.02)
Holder of SMP0.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 12632164 (value 113891588; 0.00% of shares outstanding; change 0.00)
Holder of SMP0.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 10476629 (value 94457284; 0.00% of shares outstanding; change -0.01)
Holder of SMP0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 23288554 (value 209969598; 0.01% of shares outstanding; change 0.06)
Holder of SMP0.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 16968687 (value 152989678; 0.01% of shares outstanding; change 0.00)
Holder of SMP0.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 35166253 (value 317058929; 0.01% of shares outstanding; change 0.03)
Holder of SMP0.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 13662571 (value 131488577; 0.01% of shares outstanding; change 0.08)
Holder of SMP0.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 9449554 (value 90942503; 0.00% of shares outstanding; change -0.10)
Holder of SMP0.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 14385337 (value 138444477; 0.01% of shares outstanding; change 0.00)
Holder of SMP0.DE: Capital Income Builder
Shares held as of 2026-03-31: 20289534 (value 182930434; 0.01% of shares outstanding; change -0.41)
Holder of SMP0.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 14358135 (value 129452942; 0.01% of shares outstanding; change -0.01)
Holder of SMP0.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 9920743 (value 89445416; 0.00% of shares outstanding; change 0.00)
Holder of SMP0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 23875728 (value 229779996; 0.01% of shares outstanding; change 0.03)
Holder of SMP0.DE: Capital Income Builder
Shares held as of 2026-04-30: 10624390 (value 103035333; 0.00% of shares outstanding; change -0.48)
Holder of SMP0.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 18453694 (value 177598343; 0.01% of shares outstanding; change 0.02)
Holder of SMP0.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 36123770 (value 347655147; 0.01% of shares outstanding; change 0.03)
Holder of SMP0.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 17217511 (value 155233075; 0.01% of shares outstanding; change 0.02)
Holder of SMP0.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 10264135 (value 98782031; 0.00% of shares outstanding; change -0.08)
Holder of SMP0.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 11504699 (value 110721218; 0.00% of shares outstanding; change 0.11)
Holder of SMP0.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 17509805 (value 168514356; 0.01% of shares outstanding; change 0.02)
Holder of SMP0.DE: Capital Income Builder
Shares held as of 2026-06-30: 10624390 (value 102249125; 0.00% of shares outstanding; change 0.00)
Holder of SMPL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 992746 (value 11436434; 0.01% of shares outstanding; change 0.00)
Holder of SMPL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2034798 (value 23440873; 0.02% of shares outstanding; change -0.05)
Holder of SMPL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1314973 (value 15148489; 0.01% of shares outstanding; change 0.92)
Holder of SMPL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2876251 (value 33134412; 0.03% of shares outstanding; change -0.01)
Holder of SMPL: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 1020406 (value 12331606; 0.01% of shares outstanding; change 0.00)
Holder of SMPL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 910050 (value 10997954; 0.01% of shares outstanding; change 0.01)
Holder of SMPL: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 873987 (value 8932147; 0.01% of shares outstanding; change 0.03)
Holder of SMPL: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1832850 (value 21884228; 0.02% of shares outstanding; change 0.00)
Holder of SMPL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 951934 (value 9728765; 0.01% of shares outstanding; change -0.04)
Holder of SMPL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1923274 (value 19655860; 0.02% of shares outstanding; change -0.05)
Holder of SMPL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1223663 (value 12505836; 0.01% of shares outstanding; change -0.07)
Holder of SMPL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2669333 (value 27280583; 0.03% of shares outstanding; change -0.07)
Holder of SMPL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2109320 (value 24299367; 0.02% of shares outstanding; change -0.07)
Holder of SMPL: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 1154989 (value 13790568; 0.01% of shares outstanding; change 0.84)
Holder of SMPL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 850629 (value 8693428; 0.01% of shares outstanding; change -0.07)
Holder of SMPL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5197891 (value 65649363; 0.06% of shares outstanding; change 0.02)
Holder of SMPL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2026692 (value 24492572; 0.02% of shares outstanding; change -0.04)
Holder of SMPL: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 1142556 (value 14590440; 0.01% of shares outstanding; change -0.01)
Holder of SMPL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5166178 (value 52798340; 0.06% of shares outstanding; change -0.01)
Holder of SMPL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2045984 (value 20909957; 0.02% of shares outstanding; change 0.01)
Holder of SMPL: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 815863 (value 8338120; 0.01% of shares outstanding; change 0.03)
Holder of SMPL: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 1134223 (value 11591759; 0.01% of shares outstanding; change -0.01)
Holder of SMR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1624897 (value 20587445; 0.00% of shares outstanding; change 0.16)
Holder of SMR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2169550 (value 27488198; 0.01% of shares outstanding; change 2.06)
Holder of SMR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3847633 (value 48749510; 0.01% of shares outstanding; change 0.52)
Holder of SMR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5364157 (value 67963869; 0.02% of shares outstanding; change 0.58)
Holder of SMR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1243019 (value 14046114; 0.00% of shares outstanding; change 0.01)
Holder of SMR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 819067 (value 8600203; 0.00% of shares outstanding; change 0.04)
Holder of SMR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1705355 (value 13796322; 0.00% of shares outstanding; change 0.05)
Holder of SMR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3490639 (value 28239270; 0.01% of shares outstanding; change 0.61)
Holder of SMR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6243853 (value 50512771; 0.02% of shares outstanding; change 0.62)
Holder of SMR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8620169 (value 69737168; 0.02% of shares outstanding; change 0.61)
Holder of SMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3886966 (value 49247859; 0.01% of shares outstanding; change 0.26)
Holder of SMR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 816086 (value 9221771; 0.00% of shares outstanding; change 0.00)
Holder of SMR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1575498 (value 12745779; 0.00% of shares outstanding; change 0.27)
Holder of SMR: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 10058244 (value 105611562; 0.03% of shares outstanding; change 0.02)
Holder of SMR: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 16166330 (value 169746465; 0.05% of shares outstanding; change 0.03)
Holder of SMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3756258 (value 42445716; 0.01% of shares outstanding; change -0.03)
Holder of SMR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1302813 (value 14721787; 0.00% of shares outstanding; change 0.00)
Holder of SMR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 792420 (value 6410677; 0.00% of shares outstanding; change -0.03)
Holder of SMR: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 9982136 (value 77062087; 0.03% of shares outstanding; change -0.01)
Holder of SMR: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 16642326 (value 150446626; 0.05% of shares outstanding; change 0.03)
Holder of SMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3791980 (value 30677118; 0.01% of shares outstanding; change 0.01)
Holder of SMR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1289381 (value 10431092; 0.00% of shares outstanding; change -0.01)
Holder of SMR: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 9882451 (value 79949030; 0.03% of shares outstanding; change -0.01)
Holder of SMR: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 19974830 (value 161596377; 0.06% of shares outstanding; change 0.20)
Holder of SMRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1944196 (value 2449686; 0.01% of shares outstanding; change 0.08)
Holder of SMRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4755163 (value 5991505; 0.02% of shares outstanding; change -0.11)
Holder of SMRT: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 333710 (value 377092; 0.00% of shares outstanding; change -0.26)
Holder of SMRT: Columbia Fd.s Series TRT I-Multi-Manager Small Cap Eqy. Strategies Fd.
Shares held as of 2026-02-28: 341771 (value 323828; 0.00% of shares outstanding; change -0.17)
Holder of SMRT: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 840436 (value 796313; 0.00% of shares outstanding; change 0.01)
Holder of SMRT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 4243884 (value 4021080; 0.02% of shares outstanding; change 0.02)
Holder of SMRT: ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund
Shares held as of 2026-03-31: 599268 (value 567806; 0.00% of shares outstanding; change 1.00)
Holder of SMRT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 816679 (value 898346; 0.00% of shares outstanding; change 0.07)
Holder of SMRT: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 1033632 (value 979366; 0.01% of shares outstanding; change 0.01)
Holder of SMRT: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 394318 (value 373616; 0.00% of shares outstanding; change 0.18)
Holder of SMRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2044463 (value 1937128; 0.01% of shares outstanding; change 0.05)
Holder of SMRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4755163 (value 4505516; 0.02% of shares outstanding; change 0.00)
Holder of SMRT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 848140 (value 954157; 0.00% of shares outstanding; change 0.04)
Holder of SMRT: GLOBAL X FUNDS-Global X Internet of Things ETF
Shares held as of 2026-04-30: 326822 (value 411795; 0.00% of shares outstanding; change -0.01)
Holder of SMRT: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-04-30: 426714 (value 404311; 0.00% of shares outstanding; change 1.00)
Holder of SMRT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 848140 (value 803612; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 169727 (value 147662; 0.01% of shares outstanding; change 0.00)
Holder of SMSI: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 7 (value 18; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 52802 (value 192727; 0.00% of shares outstanding; change 1.28)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4890 (value 17848; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7533 (value 27495; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 33945 (value 84862; 0.01% of shares outstanding; change 0.00)
Holder of SMSI: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 27476 (value 68690; 0.00% of shares outstanding; change 1.00)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 52610 (value 149938; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4890 (value 13936; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7533 (value 21469; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 41218 (value 150445; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 48262 (value 120655; 0.01% of shares outstanding; change -0.08)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4890 (value 12225; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7533 (value 18832; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 7 (value 17; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 41218 (value 110464; 0.00% of shares outstanding; change 0.00)
Holder of SMSI: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 41218 (value 103045; 0.01% of shares outstanding; change 0.00)
Holder of SMTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1185824 (value 180885584; 0.01% of shares outstanding; change 0.03)
Holder of SMTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2100873 (value 320467153; 0.02% of shares outstanding; change 0.02)
Holder of SMTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2908877 (value 443720078; 0.03% of shares outstanding; change 0.07)
Holder of SMTC: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 3649446 (value 459538233; 0.04% of shares outstanding; change 0.01)
Holder of SMTC: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1523433 (value 191830680; 0.02% of shares outstanding; change -0.16)
Holder of SMTC: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2085151 (value 262562210; 0.02% of shares outstanding; change 0.03)
Holder of SMTC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 4337655 (value 546197509; 0.05% of shares outstanding; change -0.07)
Holder of SMTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1192698 (value 150184529; 0.01% of shares outstanding; change 0.01)
Holder of SMTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2133702 (value 268675751; 0.02% of shares outstanding; change 0.02)
Holder of SMTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2942783 (value 370555229; 0.03% of shares outstanding; change 0.01)
Holder of SMTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2275134 (value 347048925; 0.02% of shares outstanding; change 0.07)
Holder of SMTC: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1196933 (value 150717801; 0.01% of shares outstanding; change 0.00)
Holder of SMTC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5638342 (value 892154830; 0.06% of shares outstanding; change 0.01)
Holder of SMTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2193592 (value 359496812; 0.02% of shares outstanding; change -0.04)
Holder of SMTC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5614502 (value 706978081; 0.06% of shares outstanding; change 0.00)
Holder of SMTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2228492 (value 280611708; 0.02% of shares outstanding; change 0.02)
Holder of SMTI: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 6582 (value 147700; 0.00% of shares outstanding; change 0.47)
Holder of SMTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 37461 (value 853736; 0.01% of shares outstanding; change 0.00)
Holder of SMTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 97245 (value 2216213; 0.02% of shares outstanding; change 0.00)
Holder of SMTI: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 7567 (value 169803; 0.00% of shares outstanding; change 0.00)
Holder of SMTI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 30147 (value 662631; 0.00% of shares outstanding; change 0.02)
Holder of SMTI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 15091 (value 385725; 0.00% of shares outstanding; change 0.01)
Holder of SMTI: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 8782 (value 224467; 0.00% of shares outstanding; change 0.33)
Holder of SMTI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 9670 (value 247165; 0.00% of shares outstanding; change 1.00)
Holder of SMTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 24085 (value 540467; 0.00% of shares outstanding; change 0.25)
Holder of SMTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 43013 (value 1099412; 0.01% of shares outstanding; change 0.15)
Holder of SMTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 105299 (value 2691442; 0.02% of shares outstanding; change 0.08)
Holder of SMTI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 7857 (value 176311; 0.00% of shares outstanding; change -0.01)
Holder of SMTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 78102 (value 1779944; 0.01% of shares outstanding; change 0.01)
Holder of SMTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 23997 (value 527454; 0.00% of shares outstanding; change 0.00)
Holder of SMTI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 30120 (value 769867; 0.00% of shares outstanding; change 0.00)
Holder of SMTI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 7909 (value 173839; 0.00% of shares outstanding; change 0.01)
Holder of SMTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 75151 (value 1651818; 0.01% of shares outstanding; change -0.04)
Holder of SMTI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 24408 (value 536487; 0.00% of shares outstanding; change 0.00)
Holder of SMTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 19525 (value 499058; 0.00% of shares outstanding; change -0.19)
Holder of SMTI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 7805 (value 199495; 0.00% of shares outstanding; change -0.01)
Holder of SMTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 76124 (value 1945729; 0.01% of shares outstanding; change 0.01)
Holder of SMTI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 24160 (value 617529; 0.00% of shares outstanding; change -0.01)
Holder of SMWB: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1011411 (value 4106328; 0.01% of shares outstanding; change 0.03)
Holder of SMWB: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 121938 (value 495068; 0.00% of shares outstanding; change -0.34)
Holder of SMWB: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 567625 (value 2937459; 0.01% of shares outstanding; change -0.12)
Holder of SMWB: Nationwide Mutual Funds-Nationwide International Small Cap Fund
Shares held as of 2026-01-31: 264478 (value 1368673; 0.00% of shares outstanding; change 0.07)
Holder of SMWB: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 508987 (value 2634007; 0.01% of shares outstanding; change 0.02)
Holder of SMWB: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 915418 (value 4737288; 0.01% of shares outstanding; change 0.09)
Holder of SMWB: VALIC Co I-International Opportunities Fund
Shares held as of 2026-02-28: 165175 (value 1038950; 0.00% of shares outstanding; change -0.23)
Holder of SMWB: -American Century Federated Managed Volatility Fund II
Shares held as of 2026-03-31: 45000 (value 283049; 0.00% of shares outstanding; change 1.50)
Holder of SMWB: Amplify ETF Trust-Amplify BlueStar Israel Technology ETF
Shares held as of 2026-03-31: 61626 (value 387627; 0.00% of shares outstanding; change 0.06)
Holder of SMWB: Federated Hermes Insurance Series-Federated Hermes Mnged Volatility Fd
Shares held as of 2026-03-31: 45000 (value 283049; 0.00% of shares outstanding; change 1.50)
Holder of SMWB: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 150849 (value 948840; 0.00% of shares outstanding; change 0.24)
Holder of SMWB: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 834663 (value 3463851; 0.01% of shares outstanding; change 1.37)
Holder of SMWB: Nationwide Mutual Funds-Nationwide International Small Cap Fund
Shares held as of 2026-04-30: 272065 (value 1711288; 0.00% of shares outstanding; change 0.03)
Holder of SMWB: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 77434 (value 386395; 0.00% of shares outstanding; change 0.02)
Holder of SMWB: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 915418 (value 5757979; 0.01% of shares outstanding; change 0.00)
Holder of SMWB: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 125723 (value 650616; 0.00% of shares outstanding; change 0.02)
Holder of SMWB: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 834663 (value 4319381; 0.01% of shares outstanding; change 0.00)
Holder of SMWB: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 75866 (value 477197; 0.00% of shares outstanding; change -0.02)
Holder of SMWB: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 130267 (value 819379; 0.00% of shares outstanding; change 0.04)
Holder of SMWB: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 834663 (value 5250030; 0.01% of shares outstanding; change 0.00)
Holder of SMX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 58 (value 756; 0.00% of shares outstanding; change 0.00)
Holder of SMX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 509 (value 7426; 0.00% of shares outstanding; change 1.00)
Holder of SMX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 58 (value 1004; 0.00% of shares outstanding; change -0.89)
Holder of SMXT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 298231 (value 164414; 0.01% of shares outstanding; change 0.00)
Holder of SMXT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 268736 (value 148154; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 9312 (value 3175; 0.00% of shares outstanding; change 0.70)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 246140 (value 127008; 0.00% of shares outstanding; change 0.35)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 25940 (value 13385; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 45844 (value 23655; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 49830 (value 25712; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 361185 (value 123164; 0.01% of shares outstanding; change 0.21)
Holder of SMXT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 268736 (value 91638; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 100409 (value 51811; 0.00% of shares outstanding; change -0.01)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 245244 (value 90298; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 25940 (value 9551; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 45844 (value 16879; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 49830 (value 18347; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 101070 (value 37213; 0.00% of shares outstanding; change 0.01)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 241066 (value 82203; 0.00% of shares outstanding; change -0.02)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 25940 (value 8845; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 45844 (value 15632; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 49830 (value 16992; 0.00% of shares outstanding; change 0.00)
Holder of SMXT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 99748 (value 34014; 0.00% of shares outstanding; change -0.01)
Holder of SN: IVY FUNDS-Nomura Science and Technology Fund
Shares held as of 2025-12-31: 1233852 (value 150394219; 0.01% of shares outstanding; change -0.03)
Holder of SN: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2025-12-31: 490400 (value 59774855; 0.00% of shares outstanding; change 0.10)
Holder of SN: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 523150 (value 71357656; 0.00% of shares outstanding; change -0.01)
Holder of SN: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 1144375 (value 170054131; 0.01% of shares outstanding; change 0.04)
Holder of SN: Fidelity Advisor Series I-Fidelity Advisor Equity Growth Fund
Shares held as of 2026-03-31: 417500 (value 50889074; 0.00% of shares outstanding; change 0.00)
Holder of SN: Fidelity Contrafund
Shares held as of 2026-03-31: 515279 (value 62807356; 0.00% of shares outstanding; change 0.33)
Holder of SN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 990876 (value 120777875; 0.01% of shares outstanding; change 0.01)
Holder of SN: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 5511900 (value 671845487; 0.04% of shares outstanding; change 0.00)
Holder of SN: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-03-31: 1212268 (value 147763345; 0.01% of shares outstanding; change 0.00)
Holder of SN: Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund
Shares held as of 2026-03-31: 991690 (value 120877093; 0.01% of shares outstanding; change 0.03)
Holder of SN: IVY FUNDS-Nomura Science and Technology Fund
Shares held as of 2026-03-31: 1233852 (value 183350414; 0.01% of shares outstanding; change 0.00)
Holder of SN: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2026-03-31: 500600 (value 59981891; 0.00% of shares outstanding; change 0.02)
Holder of SN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 787996 (value 117096210; 0.01% of shares outstanding; change 1.00)
Holder of SN: Fidelity Contrafund
Shares held as of 2026-04-30: 515279 (value 72571892; 0.00% of shares outstanding; change 0.00)
Holder of SN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 990876 (value 135155480; 0.01% of shares outstanding; change 0.00)
Holder of SN: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 5467175 (value 745722636; 0.04% of shares outstanding; change -0.01)
Holder of SN: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-04-30: 1212268 (value 165353347; 0.01% of shares outstanding; change 0.00)
Holder of SN: Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund
Shares held as of 2026-04-30: 991690 (value 135266509; 0.01% of shares outstanding; change 0.00)
Holder of SN: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 521493 (value 77493862; 0.00% of shares outstanding; change 0.00)
Holder of SN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 990876 (value 147244179; 0.01% of shares outstanding; change 0.00)
Holder of SN: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 5467175 (value 812422238; 0.04% of shares outstanding; change 0.00)