speb/financial-data huggingface dataset:
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 32620 (value 120694; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 22281 (value 82439; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8658 (value 32034; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8208 (value 30369; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 171820 (value 661506; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 10717 (value 39652; 0.00% of shares outstanding; change 0.52)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 32383 (value 118197; 0.00% of shares outstanding; change -0.01)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 22281 (value 81325; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8658 (value 31601; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8208 (value 29959; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 171820 (value 647761; 0.00% of shares outstanding; change 0.00)
Holder of SHIM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 10577 (value 38606; 0.00% of shares outstanding; change -0.01)
Holder of SHIM: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 2357 (value 8603; 0.00% of shares outstanding; change 1.00)
Holder of SHIM: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 268 (value 994; 0.00% of shares outstanding; change 1.00)
Holder of SHIM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 213830 (value 780479; 0.01% of shares outstanding; change 0.24)
Holder of SHIP: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1030 (value 16665; 0.00% of shares outstanding; change 1.40)
Holder of SHIP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11836 (value 182866; 0.00% of shares outstanding; change 0.00)
Holder of SHIP: Nationwide Varbl Insurance TRT-NVIT GS Emerging Markets Eqy. Insights 
Shares held as of 2026-03-31: 18700 (value 302566; 0.00% of shares outstanding; change 1.00)
Holder of SHIP: PACIFIC SELECT FUND-Emerging Markets Portfolio
Shares held as of 2026-03-31: 81533 (value 1319203; 0.00% of shares outstanding; change 1.00)
Holder of SHIP: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-03-31: 130000 (value 2008499; 0.01% of shares outstanding; change 0.00)
Holder of SHIP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11836 (value 180203; 0.00% of shares outstanding; change 0.00)
Holder of SHIP: Goldman Sachs TRT-Goldman Sachs Emerging Markets Eqy. Insights Fd.
Shares held as of 2026-04-30: 190200 (value 3077436; 0.01% of shares outstanding; change 1.00)
Holder of SHIP: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 17975 (value 262974; 0.00% of shares outstanding; change 0.00)
Holder of SHIP: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 10262 (value 158547; 0.00% of shares outstanding; change -0.07)
Holder of SHIP: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-04-30: 130000 (value 1979250; 0.01% of shares outstanding; change 0.00)
Holder of SHIP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11836 (value 191506; 0.00% of shares outstanding; change 0.00)
Holder of SHIP: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 17975 (value 251829; 0.00% of shares outstanding; change 0.00)
Holder of SHIP: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 10262 (value 166039; 0.00% of shares outstanding; change 0.00)
Holder of SHIP: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-05-31: 130000 (value 2103400; 0.01% of shares outstanding; change 0.00)
Holder of SHIP: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 17975 (value 290835; 0.00% of shares outstanding; change 0.00)
Holder of SHL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4418110 (value 83126742; 0.01% of shares outstanding; change 0.02)
Holder of SHL.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 1738684 (value 34478103; 0.00% of shares outstanding; change 0.05)
Holder of SHL.AX: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-01-31: 1711000 (value 32192465; 0.00% of shares outstanding; change -0.04)
Holder of SHL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 6843780 (value 135712156; 0.01% of shares outstanding; change 0.01)
Holder of SHL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1725454 (value 32464417; 0.00% of shares outstanding; change 0.01)
Holder of SHL.AX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 2048580 (value 38544033; 0.00% of shares outstanding; change 0.00)
Holder of SHL.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 1333676 (value 25093114; 0.00% of shares outstanding; change 0.00)
Holder of SHL.AX: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 4535795 (value 85340985; 0.01% of shares outstanding; change 0.07)
Holder of SHL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4533867 (value 96208654; 0.01% of shares outstanding; change 0.03)
Holder of SHL.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 2093332 (value 44420503; 0.00% of shares outstanding; change 0.20)
Holder of SHL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 1744902 (value 34601406; 0.00% of shares outstanding; change 0.01)
Holder of SHL.AX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 2233750 (value 44295262; 0.00% of shares outstanding; change 0.09)
Holder of SHL.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 1372242 (value 27211558; 0.00% of shares outstanding; change 0.03)
Holder of SHL.AX: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 4559088 (value 90406714; 0.01% of shares outstanding; change 0.01)
Holder of SHL.AX: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-04-30: 1664600 (value 35322810; 0.00% of shares outstanding; change -0.03)
Holder of SHL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 6828158 (value 144893508; 0.01% of shares outstanding; change 0.00)
Holder of SHL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3314886 (value 65734189; 0.01% of shares outstanding; change 0.02)
Holder of SHL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1627139 (value 32266166; 0.00% of shares outstanding; change 0.00)
Holder of SHL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1764238 (value 37437129; 0.00% of shares outstanding; change 0.01)
Holder of SHL.AX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 1898690 (value 40290200; 0.00% of shares outstanding; change -0.15)
Holder of SHL.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 1377286 (value 29226007; 0.00% of shares outstanding; change 0.00)
Holder of SHL.AX: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 4559088 (value 96743844; 0.01% of shares outstanding; change 0.00)
Holder of SHL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3339361 (value 70861238; 0.01% of shares outstanding; change 0.02)
Holder of SHL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1627139 (value 34527888; 0.00% of shares outstanding; change 0.00)
Holder of SHL.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 2527281 (value 86584642; 0.00% of shares outstanding; change 0.00)
Holder of SHL.DE: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2025-12-31: 3605353 (value 123519387; 0.00% of shares outstanding; change -0.14)
Holder of SHL.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 2398874 (value 82185419; 0.00% of shares outstanding; change 1.00)
Holder of SHL.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-01-31: 3026649 (value 103692989; 0.00% of shares outstanding; change 0.01)
Holder of SHL.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 1776483 (value 60862304; 0.00% of shares outstanding; change -0.03)
Holder of SHL.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 3395904 (value 116343665; 0.00% of shares outstanding; change 0.00)
Holder of SHL.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4321246 (value 148045880; 0.00% of shares outstanding; change 1.00)
Holder of SHL.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2698305 (value 92443924; 0.00% of shares outstanding; change 1.00)
Holder of SHL.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 2519191 (value 88322839; 0.00% of shares outstanding; change 0.00)
Holder of SHL.DE: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2026-03-31: 4090272 (value 143404941; 0.00% of shares outstanding; change 0.13)
Holder of SHL.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 2687106 (value 94209940; 0.00% of shares outstanding; change 0.12)
Holder of SHL.DE: -Price (T.Rowe) Non-U.S. Equities Trust
Shares held as of 2026-03-31: 1286237 (value 45095470; 0.00% of shares outstanding; change 0.17)
Holder of SHL.DE: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2026-03-31: 1298230 (value 45515945; 0.00% of shares outstanding; change -0.20)
Holder of SHL.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 5329900 (value 186866301; 0.00% of shares outstanding; change 0.38)
Holder of SHL.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-04-30: 3220628 (value 112915222; 0.00% of shares outstanding; change -0.01)
Holder of SHL.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 2131826 (value 74741822; 0.00% of shares outstanding; change 0.00)
Holder of SHL.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 2669240 (value 93583558; 0.00% of shares outstanding; change -0.21)
Holder of SHL.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2408592 (value 82518357; 0.00% of shares outstanding; change 0.01)
Holder of SHL.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2439847 (value 85541039; 0.00% of shares outstanding; change 0.01)
Holder of SHLS: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 2994000 (value 32365141; 0.02% of shares outstanding; change 1.00)
Holder of SHLS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 3413638 (value 36901428; 0.02% of shares outstanding; change 0.26)
Holder of SHLS: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2025-12-31: 1700300 (value 21168734; 0.01% of shares outstanding; change 1.00)
Holder of SHLS: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2602792 (value 28136182; 0.02% of shares outstanding; change -0.09)
Holder of SHLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1798957 (value 22397014; 0.01% of shares outstanding; change 0.01)
Holder of SHLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1902003 (value 23679936; 0.01% of shares outstanding; change -0.04)
Holder of SHLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5234527 (value 65169860; 0.03% of shares outstanding; change 0.00)
Holder of SHLS: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 2818077 (value 26461743; 0.02% of shares outstanding; change 0.92)
Holder of SHLS: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 3995200 (value 37514929; 0.02% of shares outstanding; change 0.33)
Holder of SHLS: T. ROWE PRICE NEW ERA FUND, INC.-T. Rowe Price New Era Fund
Shares held as of 2026-03-31: 2027920 (value 19042169; 0.01% of shares outstanding; change 0.55)
Holder of SHLS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 5455054 (value 51222958; 0.03% of shares outstanding; change 0.60)
Holder of SHLS: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 2182500 (value 20493675; 0.01% of shares outstanding; change 0.28)
Holder of SHLS: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2949734 (value 27698003; 0.02% of shares outstanding; change 0.13)
Holder of SHLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5316873 (value 49925439; 0.03% of shares outstanding; change 0.02)
Holder of SHLS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4106175 (value 51121877; 0.02% of shares outstanding; change 0.00)
Holder of SHLS: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-04-30: 5622122 (value 60775141; 0.03% of shares outstanding; change 0.04)
Holder of SHLS: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 3159305 (value 33488634; 0.02% of shares outstanding; change 0.43)
Holder of SHLS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3945459 (value 41821866; 0.02% of shares outstanding; change -0.04)
Holder of SHLS: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-05-31: 6232364 (value 64193350; 0.04% of shares outstanding; change 0.11)
Holder of SHLS: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 3598625 (value 33791089; 0.02% of shares outstanding; change 0.15)
Holder of SHLS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4014313 (value 37694400; 0.02% of shares outstanding; change 0.02)
Holder of SHLS: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-06-30: 5073752 (value 47642533; 0.03% of shares outstanding; change -0.19)
Holder of SHMD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 32494 (value 164094; 0.00% of shares outstanding; change 0.00)
Holder of SHMD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 34451 (value 226177; 0.00% of shares outstanding; change 0.06)
Holder of SHMD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 34451 (value 141765; 0.00% of shares outstanding; change 0.00)
Holder of SHO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2052467 (value 22207692; 0.01% of shares outstanding; change 0.01)
Holder of SHO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4314131 (value 46678896; 0.02% of shares outstanding; change -0.04)
Holder of SHO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2778609 (value 30064548; 0.01% of shares outstanding; change 0.93)
Holder of SHO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6006586 (value 64991258; 0.03% of shares outstanding; change 0.02)
Holder of SHO: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 6737407 (value 79905644; 0.04% of shares outstanding; change -0.04)
Holder of SHO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1801719 (value 21368386; 0.01% of shares outstanding; change 0.02)
Holder of SHO: MFS SERIES TRUST XIII-MFS Global Real Estate Fund
Shares held as of 2026-02-28: 2475806 (value 29065961; 0.01% of shares outstanding; change -0.02)
Holder of SHO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2117539 (value 24859907; 0.01% of shares outstanding; change 0.03)
Holder of SHO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4376532 (value 51380484; 0.02% of shares outstanding; change 0.01)
Holder of SHO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2787933 (value 32730332; 0.02% of shares outstanding; change 0.00)
Holder of SHO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6111432 (value 71748210; 0.03% of shares outstanding; change 0.02)
Holder of SHO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4543263 (value 49158104; 0.02% of shares outstanding; change 0.00)
Holder of SHO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1820780 (value 21375956; 0.01% of shares outstanding; change 0.01)
Holder of SHO: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 6698589 (value 78641433; 0.04% of shares outstanding; change -0.01)
Holder of SHO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 11579350 (value 137910056; 0.06% of shares outstanding; change 0.02)
Holder of SHO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4365522 (value 51775089; 0.02% of shares outstanding; change -0.04)
Holder of SHO: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1769363 (value 21073113; 0.01% of shares outstanding; change -0.05)
Holder of SHO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 11510196 (value 135129698; 0.06% of shares outstanding; change -0.01)
Holder of SHO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4407021 (value 51738425; 0.02% of shares outstanding; change 0.01)
Holder of SHO: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1822315 (value 21393977; 0.01% of shares outstanding; change 0.03)
Holder of SHOO: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1081511 (value 47618928; 0.01% of shares outstanding; change -0.12)
Holder of SHOO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 783119 (value 34018688; 0.01% of shares outstanding; change 0.01)
Holder of SHOO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1647731 (value 71577432; 0.02% of shares outstanding; change -0.04)
Holder of SHOO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1063087 (value 46180497; 0.01% of shares outstanding; change -0.04)
Holder of SHOO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2286063 (value 99306573; 0.03% of shares outstanding; change -0.02)
Holder of SHOO: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 975809 (value 41715834; 0.01% of shares outstanding; change -0.16)
Holder of SHOO: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 748342 (value 31991620; 0.01% of shares outstanding; change -0.18)
Holder of SHOO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1919895 (value 81969916; 0.03% of shares outstanding; change -0.02)
Holder of SHOO: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1080033 (value 46171410; 0.01% of shares outstanding; change 0.00)
Holder of SHOO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 811041 (value 34672002; 0.01% of shares outstanding; change 0.04)
Holder of SHOO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1677044 (value 71693631; 0.02% of shares outstanding; change 0.02)
Holder of SHOO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1066796 (value 45605529; 0.01% of shares outstanding; change 0.00)
Holder of SHOO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2308906 (value 98705731; 0.03% of shares outstanding; change 0.01)
Holder of SHOO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1755365 (value 76253053; 0.02% of shares outstanding; change 0.00)
Holder of SHOO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1927149 (value 82385619; 0.03% of shares outstanding; change 0.00)
Holder of SHOO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4428867 (value 195711626; 0.06% of shares outstanding; change 0.02)
Holder of SHOO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1693320 (value 72296296; 0.02% of shares outstanding; change -0.04)
Holder of SHOO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4411730 (value 188601457; 0.06% of shares outstanding; change 0.00)
Holder of SHOO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1709432 (value 73078218; 0.02% of shares outstanding; change 0.01)
Holder of SHOP: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2025-12-31: 9653971 (value 1146022888; 0.01% of shares outstanding; change -0.08)
Holder of SHOP: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 11397752 (value 1248509764; 0.01% of shares outstanding; change 0.02)
Holder of SHOP: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 17648861 (value 1931491390; 0.01% of shares outstanding; change 0.01)
Holder of SHOP: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 6569790 (value 747313612; 0.01% of shares outstanding; change -0.03)
Holder of SHOP: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 10643246 (value 1210669232; 0.01% of shares outstanding; change 0.45)
Holder of SHOP: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 6891351 (value 851495312; 0.01% of shares outstanding; change 0.03)
Holder of SHOP: Fidelity Contrafund
Shares held as of 2026-03-31: 7324253 (value 869462066; 0.01% of shares outstanding; change 0.04)
Holder of SHOP: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 30492360 (value 3468505950; 0.03% of shares outstanding; change -0.05)
Holder of SHOP: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 14358191 (value 1759452738; 0.01% of shares outstanding; change 0.05)
Holder of SHOP: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 11842383 (value 1347071066; 0.01% of shares outstanding; change 0.04)
Holder of SHOP: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 5757212 (value 630069295; 0.00% of shares outstanding; change 0.05)
Holder of SHOP: Fidelity Contrafund
Shares held as of 2026-04-30: 7764556 (value 849753027; 0.01% of shares outstanding; change 0.06)
Holder of SHOP: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 26241417 (value 2874484842; 0.02% of shares outstanding; change 0.02)
Holder of SHOP: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 17910973 (value 2037373178; 0.01% of shares outstanding; change 0.01)
Holder of SHOP: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 5890803 (value 670078841; 0.00% of shares outstanding; change 0.02)
Holder of SHOP: Fidelity Contrafund
Shares held as of 2026-05-31: 6919156 (value 787053995; 0.01% of shares outstanding; change -0.11)
Holder of SHOP: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 26567202 (value 3282643414; 0.02% of shares outstanding; change 0.01)
Holder of SHOP: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 7012767 (value 797702246; 0.01% of shares outstanding; change 0.02)
Holder of SHOP: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 25888276 (value 2944791395; 0.02% of shares outstanding; change -0.03)
Holder of SHOP: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 15722610 (value 1788446887; 0.01% of shares outstanding; change 0.10)
Holder of SHOP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 11397752 (value 1956652064; 0.01% of shares outstanding; change 0.02)
Holder of SHOP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 17648861 (value 2745280382; 0.01% of shares outstanding; change 0.01)
Holder of SHOP.TO: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 6569790 (value 1054188547; 0.01% of shares outstanding; change -0.03)
Holder of SHOP.TO: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 10643246 (value 1707815324; 0.01% of shares outstanding; change 0.45)
Holder of SHOP.TO: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 6891351 (value 1193788704; 0.01% of shares outstanding; change 0.03)
Holder of SHOP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 5506319 (value 945269772; 0.00% of shares outstanding; change 0.03)
Holder of SHOP.TO: Fidelity Contrafund
Shares held as of 2026-03-31: 7324253 (value 1257354499; 0.01% of shares outstanding; change 0.04)
Holder of SHOP.TO: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 30492360 (value 4892804290; 0.03% of shares outstanding; change -0.05)
Holder of SHOP.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 14358191 (value 2491289641; 0.01% of shares outstanding; change 0.05)
Holder of SHOP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 11842383 (value 1900228855; 0.01% of shares outstanding; change 0.04)
Holder of SHOP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 5757212 (value 895534344; 0.00% of shares outstanding; change 0.05)
Holder of SHOP.TO: Fidelity Contrafund
Shares held as of 2026-04-30: 7764556 (value 1207776709; 0.01% of shares outstanding; change 0.06)
Holder of SHOP.TO: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 26241417 (value 4504864008; 0.02% of shares outstanding; change 0.02)
Holder of SHOP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 17910973 (value 2873994847; 0.01% of shares outstanding; change 0.01)
Holder of SHOP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 5890803 (value 945238288; 0.00% of shares outstanding; change 0.02)
Holder of SHOP.TO: Fidelity Contrafund
Shares held as of 2026-05-31: 6919156 (value 1110247818; 0.01% of shares outstanding; change -0.11)
Holder of SHOP.TO: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 26567202 (value 4602236288; 0.02% of shares outstanding; change 0.01)
Holder of SHOP.TO: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 7012767 (value 1125268639; 0.01% of shares outstanding; change 0.02)
Holder of SHOP.TO: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 25888276 (value 4154032940; 0.02% of shares outstanding; change -0.03)
Holder of SHOP.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 15722610 (value 2522850106; 0.01% of shares outstanding; change 0.10)
Holder of SHPH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 45431 (value 20625; 0.01% of shares outstanding; change 1.42)
Holder of SHPH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 264 (value 119; 0.00% of shares outstanding; change 0.00)
Holder of SHPH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 4527 (value 17790; 0.01% of shares outstanding; change 0.00)
Holder of SHPH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 26 (value 102; 0.00% of shares outstanding; change 0.00)
Holder of SHPH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 3789 (value 10950; 0.01% of shares outstanding; change -0.16)
Holder of SHPH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 26 (value 75; 0.00% of shares outstanding; change 0.00)
Holder of SHW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5813671 (value 1766425775; 0.02% of shares outstanding; change 0.02)
Holder of SHW: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 2661026 (value 808526130; 0.01% of shares outstanding; change 0.01)
Holder of SHW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7397279 (value 2247589224; 0.03% of shares outstanding; change 0.05)
Holder of SHW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2944190 (value 894562678; 0.01% of shares outstanding; change 0.00)
Holder of SHW: Fidelity Contrafund
Shares held as of 2026-03-31: 1863732 (value 566276324; 0.01% of shares outstanding; change 0.15)
Holder of SHW: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 2837492 (value 900932112; 0.01% of shares outstanding; change 0.00)
Holder of SHW: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 1696249 (value 566530186; 0.01% of shares outstanding; change -0.18)
Holder of SHW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5858183 (value 1860031741; 0.02% of shares outstanding; change 0.01)
Holder of SHW: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2639500 (value 838067670; 0.01% of shares outstanding; change -0.01)
Holder of SHW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7473244 (value 2372829775; 0.03% of shares outstanding; change 0.01)
Holder of SHW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2954349 (value 964388122; 0.01% of shares outstanding; change 0.00)
Holder of SHW: Fidelity Contrafund
Shares held as of 2026-04-30: 2158562 (value 704619377; 0.01% of shares outstanding; change 0.16)
Holder of SHW: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-04-30: 5310732 (value 1621366414; 0.02% of shares outstanding; change -0.04)
Holder of SHW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2763178 (value 843598209; 0.01% of shares outstanding; change 0.03)
Holder of SHW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2981981 (value 973408035; 0.01% of shares outstanding; change 0.01)
Holder of SHW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2950240 (value 936730731; 0.01% of shares outstanding; change 0.00)
Holder of SHW: Fidelity Contrafund
Shares held as of 2026-05-31: 2128262 (value 675744488; 0.01% of shares outstanding; change -0.01)
Holder of SHW: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-05-31: 5393811 (value 1801478883; 0.02% of shares outstanding; change 0.02)
Holder of SHW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2775792 (value 927086742; 0.01% of shares outstanding; change 0.00)
Holder of SHW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3037601 (value 964468723; 0.01% of shares outstanding; change 0.02)
Holder of SHW: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 1696249 (value 538576036; 0.01% of shares outstanding; change 0.00)
Holder of SHW: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-06-30: 5097433 (value 1618486001; 0.02% of shares outstanding; change -0.05)
Holder of SHW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2772283 (value 880227602; 0.01% of shares outstanding; change 0.00)
Holder of SI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 93101 (value 1368584; 0.00% of shares outstanding; change 2.20)
Holder of SI: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 116000 (value 2159920; 0.01% of shares outstanding; change 0.00)
Holder of SI: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 387903 (value 7222754; 0.02% of shares outstanding; change 5.73)
Holder of SI: Advanced Series Trust-AST SMALL-CAP EQUITY PORTFOLIO
Shares held as of 2026-03-31: 73215 (value 1363263; 0.00% of shares outstanding; change 0.22)
Holder of SI: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 310692 (value 4567172; 0.02% of shares outstanding; change 4.70)
Holder of SI: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-03-31: 505572 (value 7431908; 0.02% of shares outstanding; change 0.00)
Holder of SI: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-03-31: 947763 (value 13932115; 0.05% of shares outstanding; change 12.02)
Holder of SI: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 96700 (value 1421489; 0.00% of shares outstanding; change 0.00)
Holder of SI: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2026-03-31: 75349 (value 1402998; 0.00% of shares outstanding; change 1.00)
Holder of SI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 346531 (value 7072697; 0.02% of shares outstanding; change 2.72)
Holder of SI: Variable Insurance Products Fund III-Balanced Portfolio
Shares held as of 2026-03-31: 68600 (value 1008419; 0.00% of shares outstanding; change 0.00)
Holder of SI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 224434 (value 3299179; 0.01% of shares outstanding; change 1.19)
Holder of SI: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 310692 (value 5785085; 0.02% of shares outstanding; change 0.00)
Holder of SI: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-04-30: 505572 (value 9413751; 0.02% of shares outstanding; change 0.00)
Holder of SI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 102839 (value 2098943; 0.01% of shares outstanding; change 1.20)
Holder of SI: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 777617 (value 15871162; 0.04% of shares outstanding; change 5.70)
Holder of SI: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 387903 (value 7917100; 0.02% of shares outstanding; change 0.00)
Holder of SI: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-04-30: 947763 (value 17647347; 0.05% of shares outstanding; change 0.00)
Holder of SI: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 545286 (value 10153225; 0.03% of shares outstanding; change 4.64)
Holder of SI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 215581 (value 4014118; 0.01% of shares outstanding; change -0.04)
Holder of SI: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 310692 (value 6341223; 0.02% of shares outstanding; change 0.00)
Holder of SI: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-05-31: 505572 (value 10318724; 0.02% of shares outstanding; change 0.00)
Holder of SI: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 947763 (value 19343842; 0.05% of shares outstanding; change 0.00)
Holder of SI: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 545286 (value 11129287; 0.03% of shares outstanding; change 0.00)
Holder of SI: Variable Insurance Products Fund IV-VIP Health Care Portfolio
Shares held as of 2026-05-31: 89551 (value 1827735; 0.00% of shares outstanding; change 4.56)
Holder of SI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 217648 (value 4442195; 0.01% of shares outstanding; change 0.01)
Holder of SI3.DE: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 3468256 (value 303472400; 0.03% of shares outstanding; change -0.04)
Holder of SI3.DE: LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund
Shares held as of 2026-03-31: 2243897 (value 196340987; 0.02% of shares outstanding; change -0.01)
Holder of SI3.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1036472 (value 90691300; 0.01% of shares outstanding; change 0.03)
Holder of SI3.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2537093 (value 221995637; 0.02% of shares outstanding; change 0.01)
Holder of SI3.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1615486 (value 141355025; 0.01% of shares outstanding; change 0.00)
Holder of SI3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3505642 (value 306743675; 0.03% of shares outstanding; change 0.01)
Holder of SI3.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 893208 (value 78155700; 0.01% of shares outstanding; change 1.35)
Holder of SI3.DE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1057275 (value 91454287; 0.01% of shares outstanding; change 0.01)
Holder of SI3.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2034813 (value 178046137; 0.02% of shares outstanding; change 0.32)
Holder of SI3.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3151513 (value 275757387; 0.03% of shares outstanding; change 0.00)
Holder of SI3.DE: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 902879 (value 79001912; 0.01% of shares outstanding; change 0.00)
Holder of SIBN: ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
Shares held as of 2025-12-31: 535000 (value 7543500; 0.01% of shares outstanding; change -0.20)
Holder of SIBN: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 863640 (value 13058236; 0.02% of shares outstanding; change -0.04)
Holder of SIBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 419225 (value 5911072; 0.01% of shares outstanding; change -0.03)
Holder of SIBN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1285348 (value 18123407; 0.03% of shares outstanding; change 0.00)
Holder of SIBN: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 471278 (value 7582863; 0.01% of shares outstanding; change 0.00)
Holder of SIBN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 376357 (value 6055584; 0.01% of shares outstanding; change 0.01)
Holder of SIBN: ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
Shares held as of 2026-03-31: 416000 (value 6913920; 0.01% of shares outstanding; change -0.22)
Holder of SIBN: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 1895954 (value 30505900; 0.04% of shares outstanding; change -0.02)
Holder of SIBN: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 788210 (value 13100050; 0.02% of shares outstanding; change -0.09)
Holder of SIBN: IMPAX FUNDS SERIES TRUST I-Impax Small Cap Fund
Shares held as of 2026-03-31: 1425010 (value 23683667; 0.03% of shares outstanding; change 0.19)
Holder of SIBN: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2026-03-31: 483579 (value 8037083; 0.01% of shares outstanding; change 0.98)
Holder of SIBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 434315 (value 7218315; 0.01% of shares outstanding; change 0.04)
Holder of SIBN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1285348 (value 21362484; 0.03% of shares outstanding; change 0.00)
Holder of SIBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 942111 (value 13283765; 0.02% of shares outstanding; change -0.01)
Holder of SIBN: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 1895954 (value 31510757; 0.04% of shares outstanding; change 0.00)
Holder of SIBN: Brown Advisory Funds-Brown Advisory Small-Cap Growth Fund
Shares held as of 2026-04-30: 376277 (value 5305505; 0.01% of shares outstanding; change 0.00)
Holder of SIBN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 380262 (value 6319954; 0.01% of shares outstanding; change 0.01)
Holder of SIBN: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 618173 (value 10274035; 0.01% of shares outstanding; change 0.31)
Holder of SIBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 905337 (value 14566872; 0.02% of shares outstanding; change -0.04)
Holder of SIBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 913923 (value 15189401; 0.02% of shares outstanding; change 0.01)
Holder of SID: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2722363 (value 2831529; 0.00% of shares outstanding; change -0.53)
Holder of SID: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 1017839 (value 1058654; 0.00% of shares outstanding; change 1.00)
Holder of SID: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 451714 (value 469827; 0.00% of shares outstanding; change 1.73)
Holder of SID: Dimensional Emerging Markets Value Fund
Shares held as of 2026-01-31: 343097 (value 356855; 0.00% of shares outstanding; change -0.86)
Holder of SID: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 2211796 (value 2300488; 0.00% of shares outstanding; change 0.00)
Holder of SID: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 558751 (value 581156; 0.00% of shares outstanding; change 0.10)
Holder of SID: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1588434 (value 1652130; 0.00% of shares outstanding; change 0.00)
Holder of SID: American Century ETF Trust-Avantis Emerging Markets Equity Fund
Shares held as of 2026-03-31: 74734 (value 80712; 0.00% of shares outstanding; change 0.00)
Holder of SID: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2722363 (value 2940152; 0.00% of shares outstanding; change 0.00)
Holder of SID: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 165744 (value 179003; 0.00% of shares outstanding; change -0.63)
Holder of SID: Dimensional Emerging Markets Value Fund
Shares held as of 2026-04-30: 343097 (value 370544; 0.00% of shares outstanding; change 0.00)
Holder of SID: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 1671472 (value 1721616; 0.00% of shares outstanding; change 0.00)
Holder of SID: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 2211796 (value 2388739; 0.00% of shares outstanding; change 0.00)
Holder of SID: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 641247 (value 692546; 0.00% of shares outstanding; change 0.15)
Holder of SID: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 72877 (value 78707; 0.00% of shares outstanding; change 0.00)
Holder of SID: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1588434 (value 1715508; 0.00% of shares outstanding; change 0.00)
Holder of SID: VanEck ETF Trust-VanEck Steel ETF
Shares held as of 2026-04-30: 367048 (value 433116; 0.00% of shares outstanding; change -0.06)
Holder of SID: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 1671472 (value 1656595; 0.00% of shares outstanding; change 0.00)
Holder of SID: VanEck ETF Trust-VanEck Steel ETF
Shares held as of 2026-05-31: 489065 (value 493955; 0.00% of shares outstanding; change 0.33)
Holder of SID: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 1643445 (value 1774920; 0.00% of shares outstanding; change -0.02)
Holder of SID: VanEck ETF Trust-VanEck Steel ETF
Shares held as of 2026-06-30: 446203 (value 481899; 0.00% of shares outstanding; change -0.09)
Holder of SIDU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 300345 (value 1474693; 0.00% of shares outstanding; change 0.72)
Holder of SIDU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 734913 (value 3608422; 0.01% of shares outstanding; change 1.90)
Holder of SIDU: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-01-31: 197182 (value 589554; 0.00% of shares outstanding; change 1.00)
Holder of SIDU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 363983 (value 1532368; 0.00% of shares outstanding; change 0.89)
Holder of SIDU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 28233 (value 118860; 0.00% of shares outstanding; change 0.00)
Holder of SIDU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 99897 (value 420566; 0.00% of shares outstanding; change 0.98)
Holder of SIDU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 111940 (value 471267; 0.00% of shares outstanding; change 0.61)
Holder of SIDU: MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund
Shares held as of 2026-03-31: 200000 (value 370000; 0.00% of shares outstanding; change 1.00)
Holder of SIDU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 736792 (value 1363065; 0.01% of shares outstanding; change 1.45)
Holder of SIDU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2568113 (value 4751009; 0.03% of shares outstanding; change 2.49)
Holder of SIDU: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 17556 (value 73910; 0.00% of shares outstanding; change 1.00)
Holder of SIDU: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 37964 (value 70992; 0.00% of shares outstanding; change 1.00)