speb/financial-data huggingface dataset:
Holder of SKYT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 297422 (value 10802366; 0.01% of shares outstanding; change 0.01)
Holder of SKYT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 150567 (value 4610361; 0.00% of shares outstanding; change 0.17)
Holder of SKYT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 315937 (value 9673991; 0.01% of shares outstanding; change 0.04)
Holder of SKYT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1174492 (value 35962946; 0.02% of shares outstanding; change 0.10)
Holder of SKYT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 867811 (value 33827272; 0.02% of shares outstanding; change 0.18)
Holder of SKYT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1250508 (value 43730266; 0.03% of shares outstanding; change 0.11)
Holder of SKYT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 351050 (value 10749151; 0.01% of shares outstanding; change 0.18)
Holder of SKYT: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-04-30: 765807 (value 26780271; 0.02% of shares outstanding; change 0.04)
Holder of SKYT: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 430040 (value 13167825; 0.01% of shares outstanding; change -0.07)
Holder of SKYT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 833761 (value 30282199; 0.02% of shares outstanding; change -0.04)
Holder of SKYT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 290715 (value 10558768; 0.01% of shares outstanding; change 0.00)
Holder of SKYT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1365285 (value 49587150; 0.03% of shares outstanding; change 0.09)
Holder of SKYT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 145974 (value 4469724; 0.00% of shares outstanding; change -0.03)
Holder of SKYT: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-05-31: 814363 (value 26499372; 0.02% of shares outstanding; change 0.06)
Holder of SKYT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 849520 (value 26012303; 0.02% of shares outstanding; change 0.02)
Holder of SKYT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 291705 (value 8932007; 0.01% of shares outstanding; change 0.00)
Holder of SKYT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1494842 (value 45772063; 0.03% of shares outstanding; change 0.09)
Holder of SKYT: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 1499011 (value 45899718; 0.03% of shares outstanding; change 0.84)
Holder of SKYW: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 526305 (value 45078024; 0.01% of shares outstanding; change 0.10)
Holder of SKYW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 909963 (value 77938332; 0.02% of shares outstanding; change 0.00)
Holder of SKYW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 586778 (value 50257536; 0.01% of shares outstanding; change 0.01)
Holder of SKYW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1268692 (value 108663471; 0.03% of shares outstanding; change 0.06)
Holder of SKYW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 572572 (value 53879024; 0.01% of shares outstanding; change 0.00)
Holder of SKYW: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 529041 (value 49782757; 0.01% of shares outstanding; change 0.01)
Holder of SKYW: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1134451 (value 95804383; 0.03% of shares outstanding; change 0.00)
Holder of SKYW: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 536456 (value 55603665; 0.01% of shares outstanding; change 0.02)
Holder of SKYW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 931629 (value 96563347; 0.02% of shares outstanding; change 0.02)
Holder of SKYW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 593283 (value 61493783; 0.02% of shares outstanding; change 0.01)
Holder of SKYW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1282530 (value 132934236; 0.03% of shares outstanding; change 0.01)
Holder of SKYW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 994111 (value 85145608; 0.03% of shares outstanding; change 0.00)
Holder of SKYW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1806686 (value 152574627; 0.05% of shares outstanding; change 0.07)
Holder of SKYW: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1134451 (value 117585847; 0.03% of shares outstanding; change 0.00)
Holder of SKYW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 572572 (value 59347088; 0.01% of shares outstanding; change 0.00)
Holder of SKYW: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 543841 (value 56369120; 0.01% of shares outstanding; change 0.03)
Holder of SKYW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2444200 (value 226406239; 0.06% of shares outstanding; change 0.02)
Holder of SKYW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 955294 (value 89893163; 0.02% of shares outstanding; change -0.04)
Holder of SKYW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1898018 (value 178603490; 0.05% of shares outstanding; change 0.05)
Holder of SKYW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2435095 (value 252397600; 0.06% of shares outstanding; change 0.00)
Holder of SKYW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 970221 (value 100563408; 0.02% of shares outstanding; change 0.02)
Holder of SKYW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1985860 (value 205834392; 0.05% of shares outstanding; change 0.05)
Holder of SKYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 813707 (value 919488; 0.01% of shares outstanding; change 0.14)
Holder of SKYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2108712 (value 2382844; 0.03% of shares outstanding; change 0.28)
Holder of SKYX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 176808 (value 182996; 0.00% of shares outstanding; change 0.15)
Holder of SKYX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 701231 (value 725774; 0.01% of shares outstanding; change 0.01)
Holder of SKYX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 353513 (value 406539; 0.01% of shares outstanding; change 0.16)
Holder of SKYX: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 250000 (value 287499; 0.00% of shares outstanding; change 1.00)
Holder of SKYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 516545 (value 552703; 0.01% of shares outstanding; change 0.24)
Holder of SKYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1046148 (value 1203070; 0.02% of shares outstanding; change 0.29)
Holder of SKYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2240557 (value 2576640; 0.03% of shares outstanding; change 0.06)
Holder of SKYX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 225867 (value 241677; 0.00% of shares outstanding; change 0.18)
Holder of SKYX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2078771 (value 2349011; 0.03% of shares outstanding; change 0.20)
Holder of SKYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 514665 (value 532678; 0.01% of shares outstanding; change 0.00)
Holder of SKYX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 880639 (value 1012734; 0.01% of shares outstanding; change 0.26)
Holder of SKYX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 198328 (value 228077; 0.00% of shares outstanding; change 0.12)
Holder of SKYX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 227353 (value 235310; 0.00% of shares outstanding; change 0.01)
Holder of SKYX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1997505 (value 2067417; 0.03% of shares outstanding; change -0.04)
Holder of SKYX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 721636 (value 746893; 0.01% of shares outstanding; change 0.00)
Holder of SKYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 490607 (value 564198; 0.01% of shares outstanding; change -0.05)
Holder of SKYX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 234707 (value 269913; 0.00% of shares outstanding; change 0.03)
Holder of SKYX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2016479 (value 2318950; 0.03% of shares outstanding; change 0.01)
Holder of SKYX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 714196 (value 821325; 0.01% of shares outstanding; change -0.01)
Holder of SLAB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 421576 (value 91734940; 0.01% of shares outstanding; change 0.02)
Holder of SLAB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 745515 (value 162224068; 0.02% of shares outstanding; change 0.01)
Holder of SLAB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1035828 (value 225396179; 0.03% of shares outstanding; change 0.05)
Holder of SLAB: Vanguard Explorer Fund
Shares held as of 2026-01-31: 437360 (value 95891180; 0.01% of shares outstanding; change 0.02)
Holder of SLAB: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 488586 (value 105964534; 0.01% of shares outstanding; change -0.16)
Holder of SLAB: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 815987 (value 176971264; 0.02% of shares outstanding; change 0.03)
Holder of SLAB: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 414925 (value 90972306; 0.01% of shares outstanding; change -0.02)
Holder of SLAB: SmallCap World Fund Inc
Shares held as of 2026-03-31: 695240 (value 150783654; 0.02% of shares outstanding; change 0.00)
Holder of SLAB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 367873 (value 79784298; 0.01% of shares outstanding; change 0.04)
Holder of SLAB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 424746 (value 92118914; 0.01% of shares outstanding; change 0.01)
Holder of SLAB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 759846 (value 164795404; 0.02% of shares outstanding; change 0.02)
Holder of SLAB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1045390 (value 226724188; 0.03% of shares outstanding; change 0.01)
Holder of SLAB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 796759 (value 173374763; 0.02% of shares outstanding; change 0.00)
Holder of SLAB: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 414925 (value 89988936; 0.01% of shares outstanding; change 0.00)
Holder of SLAB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1113202 (value 244626139; 0.03% of shares outstanding; change 0.02)
Holder of SLAB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 766868 (value 168135809; 0.02% of shares outstanding; change -0.04)
Holder of SLAB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1118057 (value 242484207; 0.03% of shares outstanding; change 0.00)
Holder of SLAB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 780565 (value 169288941; 0.02% of shares outstanding; change 0.02)
Holder of SLB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 37674005 (value 2055116944; 0.03% of shares outstanding; change 0.02)
Holder of SLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 46940655 (value 2560612694; 0.03% of shares outstanding; change -0.01)
Holder of SLB: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 20475698 (value 982014457; 0.01% of shares outstanding; change 0.00)
Holder of SLB: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 46122882 (value 2417761389; 0.03% of shares outstanding; change 0.08)
Holder of SLB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 19096522 (value 1041715260; 0.01% of shares outstanding; change 0.00)
Holder of SLB: Income Fund of America
Shares held as of 2026-03-31: 21222273 (value 1017820193; 0.01% of shares outstanding; change -0.07)
Holder of SLB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 37999430 (value 1991930051; 0.03% of shares outstanding; change 0.01)
Holder of SLB: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 32293738 (value 1692837686; 0.02% of shares outstanding; change -0.01)
Holder of SLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 47486565 (value 2489245650; 0.03% of shares outstanding; change 0.01)
Holder of SLB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 19162447 (value 919030940; 0.01% of shares outstanding; change 0.00)
Holder of SLB: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 20475698 (value 1073336051; 0.01% of shares outstanding; change 0.00)
Holder of SLB: Income Fund of America
Shares held as of 2026-04-30: 21222273 (value 1112471511; 0.01% of shares outstanding; change 0.00)
Holder of SLB: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 33884879 (value 1859263274; 0.02% of shares outstanding; change -0.02)
Holder of SLB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 17882647 (value 981220821; 0.01% of shares outstanding; change 0.03)
Holder of SLB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 19341504 (value 927618514; 0.01% of shares outstanding; change 0.00)
Holder of SLB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 19135776 (value 1003097342; 0.01% of shares outstanding; change 0.00)
Holder of SLB: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 33147284 (value 1583114228; 0.02% of shares outstanding; change -0.02)
Holder of SLB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 18057318 (value 862417477; 0.01% of shares outstanding; change 0.01)
Holder of SLB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 19701180 (value 1032735819; 0.01% of shares outstanding; change 0.02)
Holder of SLB: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 34834088 (value 1826002829; 0.02% of shares outstanding; change 0.05)
Holder of SLB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 18069346 (value 947195084; 0.01% of shares outstanding; change 0.00)
Holder of SLDB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 494864 (value 3632301; 0.01% of shares outstanding; change -0.01)
Holder of SLDB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2080576 (value 15271428; 0.02% of shares outstanding; change 0.11)
Holder of SLDB: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 711882 (value 6300155; 0.01% of shares outstanding; change 0.26)
Holder of SLDB: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 308960 (value 2267766; 0.00% of shares outstanding; change 0.00)
Holder of SLDB: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1512696 (value 11844409; 0.02% of shares outstanding; change 1.00)
Holder of SLDB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 578095 (value 5116140; 0.01% of shares outstanding; change 0.01)
Holder of SLDB: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1791160 (value 13147114; 0.02% of shares outstanding; change 0.00)
Holder of SLDB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 523660 (value 4100257; 0.01% of shares outstanding; change 0.06)
Holder of SLDB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2080576 (value 16290909; 0.02% of shares outstanding; change 0.00)
Holder of SLDB: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 446552 (value 3277691; 0.00% of shares outstanding; change 0.01)
Holder of SLDB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1437743 (value 10553033; 0.01% of shares outstanding; change -0.01)
Holder of SLDB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 502655 (value 3689487; 0.01% of shares outstanding; change 0.00)
Holder of SLDB: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 677565 (value 5996450; 0.01% of shares outstanding; change 1.00)
Holder of SLDB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 583532 (value 4569055; 0.01% of shares outstanding; change 0.01)
Holder of SLDB: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 2606779 (value 23069995; 0.03% of shares outstanding; change 0.46)
Holder of SLDB: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 1253978 (value 9818647; 0.01% of shares outstanding; change 0.76)
Holder of SLDB: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 597379 (value 5286804; 0.01% of shares outstanding; change 0.34)
Holder of SLDB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1381447 (value 12225806; 0.01% of shares outstanding; change -0.04)
Holder of SLDB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 496910 (value 4397653; 0.01% of shares outstanding; change -0.01)
Holder of SLDB: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 677565 (value 5305333; 0.01% of shares outstanding; change 0.00)
Holder of SLDB: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 2606779 (value 20411079; 0.03% of shares outstanding; change 0.00)
Holder of SLDB: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 592339 (value 4638014; 0.01% of shares outstanding; change -0.01)
Holder of SLDB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1394591 (value 10919647; 0.01% of shares outstanding; change 0.01)
Holder of SLDB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 501123 (value 5221701; 0.01% of shares outstanding; change 0.01)
Holder of SLDB: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2572719 (value 20144389; 0.03% of shares outstanding; change 1.00)
Holder of SLDE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 586025 (value 10566031; 0.01% of shares outstanding; change -0.04)
Holder of SLDE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 808467 (value 14576660; 0.01% of shares outstanding; change 0.00)
Holder of SLDE: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 500000 (value 8664999; 0.00% of shares outstanding; change -0.17)
Holder of SLDE: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 443510 (value 7686028; 0.00% of shares outstanding; change -0.02)
Holder of SLDE: World Funds Trust-Applied Finance Explorer Fund
Shares held as of 2026-01-31: 379991 (value 6851237; 0.00% of shares outstanding; change 1.00)
Holder of SLDE: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 1120000 (value 20193600; 0.01% of shares outstanding; change -0.12)
Holder of SLDE: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 1120000 (value 22691200; 0.01% of shares outstanding; change -0.12)
Holder of SLDE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 4483180 (value 90829227; 0.04% of shares outstanding; change 0.00)
Holder of SLDE: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 477929 (value 9682841; 0.00% of shares outstanding; change 1.00)
Holder of SLDE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1572864 (value 31866225; 0.01% of shares outstanding; change 1.68)
Holder of SLDE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1000733 (value 20274850; 0.01% of shares outstanding; change 1.65)
Holder of SLDE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2168467 (value 43933141; 0.02% of shares outstanding; change 1.68)
Holder of SLDE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1720538 (value 31021301; 0.02% of shares outstanding; change 1.61)
Holder of SLDE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1620611 (value 27129027; 0.01% of shares outstanding; change 0.35)
Holder of SLDE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 699251 (value 14166825; 0.01% of shares outstanding; change 1.67)
Holder of SLDE: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 438072 (value 7898438; 0.00% of shares outstanding; change 0.68)
Holder of SLDE: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 524410 (value 10624546; 0.00% of shares outstanding; change 0.18)
Holder of SLDE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1653119 (value 28648552; 0.01% of shares outstanding; change -0.04)
Holder of SLDE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1727897 (value 29944454; 0.02% of shares outstanding; change 0.07)
Holder of SLDE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1695612 (value 34353099; 0.01% of shares outstanding; change 0.03)
Holder of SLDE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1828550 (value 37046423; 0.02% of shares outstanding; change 0.06)
Holder of SLDP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1928507 (value 6383358; 0.01% of shares outstanding; change 0.06)
Holder of SLDP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5101083 (value 16884584; 0.02% of shares outstanding; change 0.22)
Holder of SLDP: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 1409770 (value 3898014; 0.01% of shares outstanding; change -0.02)
Holder of SLDP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1512167 (value 4181141; 0.01% of shares outstanding; change 0.01)
Holder of SLDP: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 856455 (value 1781426; 0.00% of shares outstanding; change 0.06)
Holder of SLDP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 764542 (value 1773737; 0.00% of shares outstanding; change 0.02)
Holder of SLDP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1010675 (value 2971384; 0.00% of shares outstanding; change 0.09)
Holder of SLDP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2098016 (value 4363873; 0.01% of shares outstanding; change 0.09)
Holder of SLDP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6038583 (value 12560252; 0.03% of shares outstanding; change 0.18)
Holder of SLDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4263450 (value 14112019; 0.02% of shares outstanding; change 0.14)
Holder of SLDP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1373749 (value 4547109; 0.01% of shares outstanding; change 0.14)
Holder of SLDP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 874490 (value 1818939; 0.00% of shares outstanding; change 0.88)
Holder of SLDP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1006997 (value 2784346; 0.00% of shares outstanding; change 0.00)
Holder of SLDP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1743927 (value 3627368; 0.01% of shares outstanding; change 0.15)
Holder of SLDP: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 1773830 (value 5215060; 0.01% of shares outstanding; change -0.19)
Holder of SLDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4168997 (value 11527277; 0.02% of shares outstanding; change -0.02)
Holder of SLDP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1358074 (value 3755074; 0.01% of shares outstanding; change -0.01)
Holder of SLDP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 973845 (value 2025597; 0.00% of shares outstanding; change -0.03)
Holder of SLDP: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 2040470 (value 4713485; 0.01% of shares outstanding; change 0.15)
Holder of SLDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4208641 (value 8753972; 0.02% of shares outstanding; change 0.01)
Holder of SLDP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1369569 (value 2848703; 0.01% of shares outstanding; change 0.01)
Holder of SLDP: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 2575682 (value 5357418; 0.01% of shares outstanding; change 0.26)
Holder of SLDP: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 1355870 (value 2820209; 0.01% of shares outstanding; change 1.91)
Holder of SLE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 12388 (value 41252; 0.01% of shares outstanding; change 0.56)
Holder of SLE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1077 (value 3586; 0.00% of shares outstanding; change 38.89)
Holder of SLE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 12343 (value 38880; 0.01% of shares outstanding; change 0.00)
Holder of SLE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1077 (value 3392; 0.00% of shares outstanding; change 0.00)
Holder of SLE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 12343 (value 32832; 0.01% of shares outstanding; change 0.00)
Holder of SLE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1077 (value 2864; 0.00% of shares outstanding; change 0.00)
Holder of SLF: VANGUARD HORIZON FUNDS-Vanguard International Core Stock Fund
Shares held as of 2025-12-31: 947130 (value 68003936; 0.00% of shares outstanding; change 0.14)
Holder of SLF: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5318594 (value 392086756; 0.01% of shares outstanding; change 0.02)
Holder of SLF: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 863886 (value 66907968; 0.00% of shares outstanding; change 0.00)
Holder of SLF: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1922912 (value 148929528; 0.00% of shares outstanding; change -0.02)
Holder of SLF: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1250625 (value 96860902; 0.00% of shares outstanding; change 0.02)
Holder of SLF: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8249456 (value 638920342; 0.01% of shares outstanding; change 0.01)
Holder of SLF: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1215518 (value 99976355; 0.00% of shares outstanding; change 0.02)
Holder of SLF: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 2494188 (value 179082706; 0.00% of shares outstanding; change 0.02)
Holder of SLF: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 3447606 (value 247538121; 0.01% of shares outstanding; change -0.04)
Holder of SLF: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 993113 (value 71305516; 0.00% of shares outstanding; change -0.04)
Holder of SLF: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5393912 (value 443649262; 0.01% of shares outstanding; change 0.01)
Holder of SLF: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1081444 (value 88948769; 0.00% of shares outstanding; change 0.25)
Holder of SLF: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 2607835 (value 201976812; 0.00% of shares outstanding; change 0.05)
Holder of SLF: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 3439106 (value 266358749; 0.01% of shares outstanding; change 0.00)
Holder of SLF: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 1051692 (value 81453542; 0.00% of shares outstanding; change 0.06)
Holder of SLF: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1975908 (value 162518433; 0.00% of shares outstanding; change 0.03)
Holder of SLF: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1286412 (value 105807387; 0.00% of shares outstanding; change 0.03)
Holder of SLF: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8160180 (value 671174805; 0.01% of shares outstanding; change -0.01)
Holder of SLF: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-04-30: 964652 (value 74712294; 0.00% of shares outstanding; change 0.06)
Holder of SLF: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2668232 (value 219462082; 0.00% of shares outstanding; change 0.02)
Holder of SLF: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 3564090 (value 293146402; 0.01% of shares outstanding; change 0.04)
Holder of SLF: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 1060867 (value 87256310; 0.00% of shares outstanding; change 0.01)
Holder of SLF: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-05-31: 1012790 (value 83301977; 0.00% of shares outstanding; change 0.05)
Holder of SLF.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5318594 (value 522817806; 0.01% of shares outstanding; change 0.02)
Holder of SLF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 863886 (value 95062016; 0.00% of shares outstanding; change 0.00)
Holder of SLF.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1922912 (value 211597238; 0.00% of shares outstanding; change -0.02)
Holder of SLF.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1250625 (value 137618776; 0.00% of shares outstanding; change 0.02)
Holder of SLF.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8249456 (value 907770145; 0.01% of shares outstanding; change 0.01)
Holder of SLF.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1215518 (value 141000088; 0.00% of shares outstanding; change 0.02)
Holder of SLF.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 2494188 (value 245178688; 0.00% of shares outstanding; change 0.02)
Holder of SLF.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 3447606 (value 338899680; 0.01% of shares outstanding; change -0.04)
Holder of SLF.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 993113 (value 97623010; 0.00% of shares outstanding; change -0.04)
Holder of SLF.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5393912 (value 625693792; 0.01% of shares outstanding; change 0.01)
Holder of SLF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1081444 (value 125447504; 0.00% of shares outstanding; change 0.25)
Holder of SLF.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 2607835 (value 286966165; 0.00% of shares outstanding; change 0.05)
Holder of SLF.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 3439106 (value 378439227; 0.01% of shares outstanding; change 0.00)
Holder of SLF.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 1051692 (value 115728188; 0.00% of shares outstanding; change 0.06)
Holder of SLF.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1975908 (value 229205328; 0.00% of shares outstanding; change 0.03)
Holder of SLF.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1286412 (value 149223792; 0.00% of shares outstanding; change 0.03)
Holder of SLF.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8160180 (value 946580880; 0.01% of shares outstanding; change -0.01)
Holder of SLF.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-04-30: 964652 (value 106150306; 0.00% of shares outstanding; change 0.06)
Holder of SLF.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2668232 (value 309514912; 0.00% of shares outstanding; change 0.02)
Holder of SLF.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 3564090 (value 413434440; 0.01% of shares outstanding; change 0.04)
Holder of SLF.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 1060867 (value 123060572; 0.00% of shares outstanding; change 0.01)
Holder of SLF.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-05-31: 1012790 (value 117483640; 0.00% of shares outstanding; change 0.05)
Holder of SLG: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 989733 (value 44933879; 0.01% of shares outstanding; change 1.00)
Holder of SLG: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 902639 (value 40979811; 0.01% of shares outstanding; change 1.00)
Holder of SLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 766682 (value 34807363; 0.01% of shares outstanding; change 0.01)
Holder of SLG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1610728 (value 73127053; 0.02% of shares outstanding; change -0.04)
Holder of SLG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1039214 (value 47180317; 0.01% of shares outstanding; change -0.04)
Holder of SLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2258792 (value 102549160; 0.03% of shares outstanding; change 0.00)
Holder of SLG: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2651402 (value 132331473; 0.04% of shares outstanding; change 0.01)
Holder of SLG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 707550 (value 35313820; 0.01% of shares outstanding; change 0.01)
Holder of SLG: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 1401209 (value 76520024; 0.02% of shares outstanding; change 0.42)
Holder of SLG: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 1257890 (value 68693373; 0.02% of shares outstanding; change 0.39)
Holder of SLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 793635 (value 43340407; 0.01% of shares outstanding; change 0.04)
Holder of SLG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1639550 (value 89535826; 0.02% of shares outstanding; change 0.02)
Holder of SLG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1042925 (value 56954134; 0.01% of shares outstanding; change 0.00)
Holder of SLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2286456 (value 124863363; 0.03% of shares outstanding; change 0.01)
Holder of SLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1766315 (value 80190703; 0.02% of shares outstanding; change 0.00)
Holder of SLG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 714391 (value 39012892; 0.01% of shares outstanding; change 0.01)
Holder of SLG: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 2637029 (value 144008155; 0.04% of shares outstanding; change -0.01)
Holder of SLG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4337209 (value 219289292; 0.06% of shares outstanding; change 0.02)
Holder of SLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1697307 (value 84712592; 0.02% of shares outstanding; change -0.04)
Holder of SLG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4320722 (value 235954631; 0.06% of shares outstanding; change 0.00)
Holder of SLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1719018 (value 93875574; 0.02% of shares outstanding; change 0.01)
Holder of SLGB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 24897 (value 12448; 0.00% of shares outstanding; change 0.00)
Holder of SLGB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 24897 (value 15685; 0.00% of shares outstanding; change 0.00)
Holder of SLGB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 24897 (value 15187; 0.00% of shares outstanding; change 0.00)
Holder of SLGL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1854 (value 144574; 0.00% of shares outstanding; change 0.38)
Holder of SLGL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1854 (value 138048; 0.00% of shares outstanding; change 0.00)
Holder of SLGL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1854 (value 151953; 0.00% of shares outstanding; change 0.00)
Holder of SLGL: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 1425 (value 116792; 0.00% of shares outstanding; change 1.00)
Holder of SLGN: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2025-12-31: 3699083 (value 138937562; 0.04% of shares outstanding; change 0.22)
Holder of SLGN: JPMorgan Trust I-JPMorgan Mid Cap Equity Fund
Shares held as of 2025-12-31: 1293164 (value 48571241; 0.01% of shares outstanding; change 0.32)
Holder of SLGN: JPMorgan Trust I-JPMorgan Value Advantage Fund
Shares held as of 2025-12-31: 1358769 (value 51035365; 0.01% of shares outstanding; change -0.01)
Holder of SLGN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 2820867 (value 105951768; 0.03% of shares outstanding; change 1.74)
Holder of SLGN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1917427 (value 72018560; 0.02% of shares outstanding; change -0.06)
Holder of SLGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2698016 (value 101337484; 0.03% of shares outstanding; change 0.01)
Holder of SLGN: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 3959836 (value 168847404; 0.04% of shares outstanding; change 0.00)
Holder of SLGN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 1565507 (value 66753217; 0.01% of shares outstanding; change -0.23)
Holder of SLGN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1380400 (value 50564053; 0.01% of shares outstanding; change 1.00)
Holder of SLGN: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 3914759 (value 181762261; 0.04% of shares outstanding; change 0.06)
Holder of SLGN: JPMorgan Trust I-JPMorgan Mid Cap Equity Fund
Shares held as of 2026-03-31: 1438268 (value 66778783; 0.01% of shares outstanding; change 0.11)
Holder of SLGN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 2700167 (value 125368754; 0.03% of shares outstanding; change -0.04)
Holder of SLGN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2066446 (value 95945088; 0.02% of shares outstanding; change 0.08)
Holder of SLGN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1315992 (value 61101508; 0.01% of shares outstanding; change 0.06)
Holder of SLGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2846560 (value 132165781; 0.03% of shares outstanding; change 0.06)
Holder of SLGN: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 3942556 (value 183052876; 0.04% of shares outstanding; change 0.00)
Holder of SLGN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1380400 (value 58860255; 0.01% of shares outstanding; change 0.00)
Holder of SLGN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 1679915 (value 77998453; 0.02% of shares outstanding; change 0.07)
Holder of SLGN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2957693 (value 123187917; 0.03% of shares outstanding; change 0.02)
Holder of SLGN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1380400 (value 64091972; 0.01% of shares outstanding; change 0.00)
Holder of SLGN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2975642 (value 138159058; 0.03% of shares outstanding; change 0.01)
Holder of SLHN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 268948 (value 224625372; 0.01% of shares outstanding; change 0.02)
Holder of SLHN.SW: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 87340 (value 77383240; 0.00% of shares outstanding; change 0.00)
Holder of SLHN.SW: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 93906 (value 83200716; 0.00% of shares outstanding; change 0.07)
Holder of SLHN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 70996 (value 62902456; 0.00% of shares outstanding; change 0.01)
Holder of SLHN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 416287 (value 368830282; 0.01% of shares outstanding; change 0.01)
Holder of SLHN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 104964 (value 87665934; 0.00% of shares outstanding; change 0.01)
Holder of SLHN.SW: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 93790 (value 78333409; 0.00% of shares outstanding; change 0.00)
Holder of SLHN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 275163 (value 260029035; 0.01% of shares outstanding; change 0.02)
Holder of SLHN.SW: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 87340 (value 82536300; 0.00% of shares outstanding; change 0.00)
Holder of SLHN.SW: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 101131 (value 95568795; 0.00% of shares outstanding; change 0.08)
Holder of SLHN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 106176 (value 94071936; 0.00% of shares outstanding; change 0.01)
Holder of SLHN.SW: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-04-30: 93550 (value 82885300; 0.00% of shares outstanding; change 0.00)
Holder of SLHN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 69245 (value 65436525; 0.00% of shares outstanding; change -0.02)
Holder of SLHN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 416140 (value 393252300; 0.01% of shares outstanding; change 0.00)
Holder of SLHN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 202441 (value 179362726; 0.01% of shares outstanding; change 0.01)
Holder of SLHN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 99245 (value 87931070; 0.00% of shares outstanding; change 0.00)
Holder of SLHN.SW: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 74692 (value 66177112; 0.00% of shares outstanding; change 0.01)
Holder of SLHN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 107349 (value 101444805; 0.00% of shares outstanding; change 0.01)
Holder of SLHN.SW: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 93440 (value 88300800; 0.00% of shares outstanding; change 0.00)
Holder of SLHN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 205224 (value 193936680; 0.01% of shares outstanding; change 0.01)
Holder of SLHN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 99682 (value 94199490; 0.00% of shares outstanding; change 0.00)
Holder of SLHN.SW: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 74092 (value 70016940; 0.00% of shares outstanding; change -0.01)