speb/financial-data huggingface dataset:
Holder of IBEX: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 202805 (value 6785855; 0.02% of shares outstanding; change -0.01)
Holder of IBEX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Equity Fund
Shares held as of 2026-04-30: 151743 (value 5077320; 0.01% of shares outstanding; change 0.00)
Holder of IBEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 243735 (value 7185307; 0.02% of shares outstanding; change -0.04)
Holder of IBEX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 414194 (value 12210438; 0.03% of shares outstanding; change 0.05)
Holder of IBEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 246067 (value 8233401; 0.02% of shares outstanding; change 0.01)
Holder of IBEX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 438048 (value 14657085; 0.03% of shares outstanding; change 0.06)
Holder of IBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 235369 (value 447201; 0.00% of shares outstanding; change 0.37)
Holder of IBIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 483800 (value 919219; 0.01% of shares outstanding; change 1.00)
Holder of IBIO: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 20661 (value 39255; 0.00% of shares outstanding; change 1.00)
Holder of IBIO: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 2 (value 2; 0.00% of shares outstanding; change 0.00)
Holder of IBIO: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1100 (value 1572; 0.00% of shares outstanding; change 0.22)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 190983 (value 347589; 0.00% of shares outstanding; change 0.53)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12152 (value 22116; 0.00% of shares outstanding; change 0.00)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 51345 (value 93447; 0.00% of shares outstanding; change 0.62)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 50010 (value 91018; 0.00% of shares outstanding; change 0.11)
Holder of IBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 396138 (value 566477; 0.01% of shares outstanding; change 0.68)
Holder of IBIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 671500 (value 960244; 0.01% of shares outstanding; change 0.39)
Holder of IBIO: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 20661 (value 29545; 0.00% of shares outstanding; change 0.00)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 190288 (value 331101; 0.00% of shares outstanding; change 0.00)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 19435 (value 33816; 0.00% of shares outstanding; change 0.60)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 51345 (value 89340; 0.00% of shares outstanding; change 0.00)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 63803 (value 111017; 0.00% of shares outstanding; change 0.28)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 187860 (value 268639; 0.00% of shares outstanding; change -0.01)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 19435 (value 27792; 0.00% of shares outstanding; change 0.00)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 51345 (value 73423; 0.00% of shares outstanding; change 0.00)
Holder of IBIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 63803 (value 91238; 0.00% of shares outstanding; change 0.00)
Holder of IBIO: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 2 (value 2; 0.00% of shares outstanding; change 0.00)
Holder of IBKR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11229368 (value 976618148; 0.03% of shares outstanding; change 0.02)
Holder of IBKR: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3279214 (value 285193245; 0.01% of shares outstanding; change -0.21)
Holder of IBKR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 13330974 (value 1159394825; 0.03% of shares outstanding; change 0.00)
Holder of IBKR: AIM Counselor Series TRT -INVESCO AMERICAN FRANCHISE Fd.
Shares held as of 2026-02-28: 3122483 (value 286456583; 0.01% of shares outstanding; change 0.95)
Holder of IBKR: American Century Mutual Funds, Inc.-ULTRA FUND
Shares held as of 2026-03-31: 3740000 (value 362106798; 0.01% of shares outstanding; change 0.00)
Holder of IBKR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5687639 (value 494653970; 0.01% of shares outstanding; change 0.00)
Holder of IBKR: Fidelity Magellan Fund
Shares held as of 2026-03-31: 5694000 (value 495207186; 0.01% of shares outstanding; change 0.07)
Holder of IBKR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11318255 (value 1038336689; 0.03% of shares outstanding; change 0.01)
Holder of IBKR: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 3051192 (value 279916347; 0.01% of shares outstanding; change -0.07)
Holder of IBKR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4568593 (value 419122712; 0.01% of shares outstanding; change -0.50)
Holder of IBKR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13420099 (value 1231159853; 0.03% of shares outstanding; change 0.01)
Holder of IBKR: American Century Mutual Funds, Inc.-ULTRA FUND
Shares held as of 2026-04-30: 3740000 (value 343107592; 0.01% of shares outstanding; change 0.00)
Holder of IBKR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5707287 (value 552579525; 0.01% of shares outstanding; change 0.00)
Holder of IBKR: Fidelity Magellan Fund
Shares held as of 2026-04-30: 5669500 (value 548920988; 0.01% of shares outstanding; change 0.00)
Holder of IBKR: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 3115321 (value 301625378; 0.01% of shares outstanding; change 0.03)
Holder of IBKR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5331769 (value 484177929; 0.01% of shares outstanding; change 0.03)
Holder of IBKR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5760603 (value 557741580; 0.01% of shares outstanding; change 0.01)
Holder of IBKR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5699334 (value 522856888; 0.01% of shares outstanding; change 0.00)
Holder of IBKR: Fidelity Magellan Fund
Shares held as of 2026-05-31: 5427500 (value 497918838; 0.01% of shares outstanding; change -0.04)
Holder of IBKR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5383828 (value 506564356; 0.01% of shares outstanding; change 0.01)
Holder of IBKR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5867723 (value 538304895; 0.01% of shares outstanding; change 0.02)
Holder of IBKR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5384084 (value 493935854; 0.01% of shares outstanding; change 0.00)
Holder of IBM: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2025-12-31: 5820429 (value 1733323685; 0.01% of shares outstanding; change -0.01)
Holder of IBM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 23572097 (value 7019770198; 0.03% of shares outstanding; change 0.03)
Holder of IBM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 29380936 (value 8749642382; 0.03% of shares outstanding; change 0.00)
Holder of IBM: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 6222805 (value 1332862618; 0.01% of shares outstanding; change 0.03)
Holder of IBM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 11937282 (value 3554922433; 0.01% of shares outstanding; change 0.00)
Holder of IBM: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 5820429 (value 1246677701; 0.01% of shares outstanding; change 0.00)
Holder of IBM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 23753146 (value 5087686399; 0.03% of shares outstanding; change 0.01)
Holder of IBM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 29789082 (value 6380523546; 0.03% of shares outstanding; change 0.01)
Holder of IBM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 8676274 (value 1858371149; 0.01% of shares outstanding; change 0.01)
Holder of IBM: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 5270567 (value 1128902758; 0.01% of shares outstanding; change -0.02)
Holder of IBM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 5487607 (value 1384084244; 0.01% of shares outstanding; change -0.01)
Holder of IBM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 11978489 (value 3021214510; 0.01% of shares outstanding; change 0.00)
Holder of IBM: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 7173887 (value 1809397787; 0.01% of shares outstanding; change 0.02)
Holder of IBM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 11164050 (value 3039300862; 0.01% of shares outstanding; change 0.03)
Holder of IBM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 12090433 (value 3049449026; 0.01% of shares outstanding; change 0.01)
Holder of IBM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 11961823 (value 2562102897; 0.01% of shares outstanding; change 0.00)
Holder of IBM: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 7245334 (value 2083468227; 0.01% of shares outstanding; change 0.01)
Holder of IBM: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-05-31: 5393811 (value 1551044277; 0.01% of shares outstanding; change 0.02)
Holder of IBM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 11273195 (value 3241719926; 0.01% of shares outstanding; change 0.01)
Holder of IBM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 12315385 (value 2637832343; 0.01% of shares outstanding; change 0.02)
Holder of IBM: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 7416461 (value 1588531799; 0.01% of shares outstanding; change 0.02)
Holder of IBM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 11356003 (value 2432342310; 0.01% of shares outstanding; change 0.01)
Holder of IBM.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 6222805 (value 1169887340; 0.01% of shares outstanding; change 0.03)
Holder of IBM.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 11937282 (value 3358554363; 0.01% of shares outstanding; change 0.00)
Holder of IBM.DE: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 5820429 (value 1094240652; 0.01% of shares outstanding; change 0.00)
Holder of IBM.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 23753146 (value 4465591448; 0.03% of shares outstanding; change 0.01)
Holder of IBM.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 29789082 (value 5600347416; 0.03% of shares outstanding; change 0.01)
Holder of IBM.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 8676274 (value 1631139512; 0.01% of shares outstanding; change 0.01)
Holder of IBM.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 5270567 (value 990866596; 0.01% of shares outstanding; change -0.02)
Holder of IBM.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 5487607 (value 1543938262; 0.01% of shares outstanding; change -0.01)
Holder of IBM.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 7173887 (value 2018373151; 0.01% of shares outstanding; change 0.02)
Holder of IBM.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 11164050 (value 3141005535; 0.01% of shares outstanding; change 0.03)
Holder of IBM.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 12090433 (value 3401643398; 0.01% of shares outstanding; change 0.01)
Holder of IBM.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 11961823 (value 2248822724; 0.01% of shares outstanding; change 0.00)
Holder of IBM.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 12315385 (value 2315292380; 0.01% of shares outstanding; change 0.02)
Holder of IBM.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 7416461 (value 1394294668; 0.01% of shares outstanding; change 0.02)
Holder of IBM.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 11356003 (value 2134928564; 0.01% of shares outstanding; change 0.01)
Holder of IBN: AIM Intl Mutual Fd.s -Invesco Global Fd.
Shares held as of 2026-01-31: 2624068 (value 74864661; 0.00% of shares outstanding; change -0.44)
Holder of IBN: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 4267697 (value 121757398; 0.00% of shares outstanding; change 0.00)
Holder of IBN: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 43531253 (value 1241946677; 0.01% of shares outstanding; change 0.24)
Holder of IBN: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 2165056 (value 63890803; 0.00% of shares outstanding; change -0.11)
Holder of IBN: ADVISORS' INNER CIRCLE III-GQG PARTNERS GLOBAL QUALITY EQUITY FUND
Shares held as of 2026-03-31: 2627306 (value 77531800; 0.00% of shares outstanding; change -0.04)
Holder of IBN: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 12581740 (value 371287150; 0.00% of shares outstanding; change -0.01)
Holder of IBN: MORGAN STANLEY INSTITUTIONAL FUND INC-Global Opportunity Portfolio
Shares held as of 2026-03-31: 3183337 (value 93940275; 0.00% of shares outstanding; change -0.07)
Holder of IBN: MORGAN STANLEY Inst. Fd. INC-Intl Advantage PORT.
Shares held as of 2026-03-31: 2555059 (value 75399791; 0.00% of shares outstanding; change -0.06)
Holder of IBN: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 6917154 (value 200597466; 0.00% of shares outstanding; change 0.00)
Holder of IBN: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 4798262 (value 133343705; 0.00% of shares outstanding; change 0.04)
Holder of IBN: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 3092125 (value 91248609; 0.00% of shares outstanding; change -0.28)
Holder of IBN: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 42338351 (value 1249404747; 0.01% of shares outstanding; change -0.03)
Holder of IBN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 4304990 (value 122821367; 0.00% of shares outstanding; change 0.00)
Holder of IBN: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 4238873 (value 120935049; 0.00% of shares outstanding; change -0.12)
Holder of IBN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 4304990 (value 128116503; 0.00% of shares outstanding; change 0.00)
Holder of IBN: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 4285246 (value 126457610; 0.00% of shares outstanding; change 0.01)
Holder of IBN: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 6917154 (value 204125216; 0.00% of shares outstanding; change 0.00)
Holder of IBN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 4237739 (value 125055678; 0.00% of shares outstanding; change -0.02)
Holder of IBO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 512692 (value 266599; 0.00% of shares outstanding; change 22.61)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 568908 (value 322513; 0.01% of shares outstanding; change 12.82)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 154944 (value 87837; 0.00% of shares outstanding; change 3.55)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 236904 (value 134300; 0.00% of shares outstanding; change 14.74)
Holder of IBO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 706954 (value 311059; 0.01% of shares outstanding; change 0.38)
Holder of IBO: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 6 (value 3; 0.00% of shares outstanding; change 0.00)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 566838 (value 301614; 0.01% of shares outstanding; change 0.00)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 154944 (value 82445; 0.00% of shares outstanding; change 0.00)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 236904 (value 126056; 0.00% of shares outstanding; change 0.00)
Holder of IBO: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 6 (value 3; 0.00% of shares outstanding; change 0.00)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 566838 (value 249408; 0.01% of shares outstanding; change 0.00)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 154944 (value 68175; 0.00% of shares outstanding; change 0.00)
Holder of IBO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 236904 (value 104237; 0.00% of shares outstanding; change 0.00)
Holder of IBO: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 6 (value 2; 0.00% of shares outstanding; change 0.00)
Holder of IBOC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 580825 (value 41912334; 0.01% of shares outstanding; change 0.01)
Holder of IBOC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1269327 (value 91594640; 0.02% of shares outstanding; change -0.04)
Holder of IBOC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 818591 (value 59069529; 0.01% of shares outstanding; change -0.04)
Holder of IBOC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1753179 (value 126509403; 0.03% of shares outstanding; change -0.01)
Holder of IBOC: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 1672048 (value 128396567; 0.03% of shares outstanding; change 0.08)
Holder of IBOC: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 765000 (value 55202402; 0.01% of shares outstanding; change -0.17)
Holder of IBOC: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 765000 (value 58744350; 0.01% of shares outstanding; change -0.17)
Holder of IBOC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 602435 (value 46260984; 0.01% of shares outstanding; change 0.04)
Holder of IBOC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1290063 (value 99063938; 0.02% of shares outstanding; change 0.02)
Holder of IBOC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 821667 (value 63095809; 0.01% of shares outstanding; change 0.00)
Holder of IBOC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1775601 (value 136348402; 0.03% of shares outstanding; change 0.01)
Holder of IBOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1344246 (value 97000796; 0.02% of shares outstanding; change 0.00)
Holder of IBOC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1655787 (value 120839340; 0.03% of shares outstanding; change 0.04)
Holder of IBOC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 952008 (value 72857171; 0.02% of shares outstanding; change 0.01)
Holder of IBOC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1823765 (value 136982990; 0.03% of shares outstanding; change 0.02)
Holder of IBOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1291582 (value 97010724; 0.02% of shares outstanding; change -0.04)
Holder of IBOC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1716161 (value 128900853; 0.03% of shares outstanding; change 0.04)
Holder of IBOC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 961804 (value 73606858; 0.02% of shares outstanding; change 0.01)
Holder of IBOC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1834766 (value 140891682; 0.03% of shares outstanding; change 0.01)
Holder of IBOC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1307298 (value 100387414; 0.02% of shares outstanding; change 0.01)
Holder of IBOC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1776893 (value 136447615; 0.03% of shares outstanding; change 0.04)
Holder of IBOC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 642395 (value 49329512; 0.01% of shares outstanding; change -0.33)
Holder of IBP: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 307408 (value 64549530; 0.01% of shares outstanding; change -0.12)
Holder of IBP: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 487985 (value 96430716; 0.02% of shares outstanding; change 0.87)
Holder of IBP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 295476 (value 62044049; 0.01% of shares outstanding; change -0.04)
Holder of IBP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 523424 (value 109908569; 0.02% of shares outstanding; change -0.05)
Holder of IBP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 716741 (value 150501272; 0.03% of shares outstanding; change -0.03)
Holder of IBP: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 285010 (value 59846398; 0.01% of shares outstanding; change -0.12)
Holder of IBP: SmallCap World Fund Inc
Shares held as of 2026-03-31: 305702 (value 69525803; 0.01% of shares outstanding; change -0.25)
Holder of IBP: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 253871 (value 57153979; 0.01% of shares outstanding; change -0.17)
Holder of IBP: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 482732 (value 109787735; 0.02% of shares outstanding; change -0.01)
Holder of IBP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 295850 (value 67285163; 0.01% of shares outstanding; change 0.00)
Holder of IBP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 528700 (value 120242237; 0.02% of shares outstanding; change 0.01)
Holder of IBP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 732423 (value 166574957; 0.03% of shares outstanding; change 0.02)
Holder of IBP: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 280010 (value 63682672; 0.01% of shares outstanding; change -0.02)
Holder of IBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 567012 (value 119061177; 0.02% of shares outstanding; change 0.01)
Holder of IBP: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 363450 (value 75266859; 0.01% of shares outstanding; change 0.01)
Holder of IBP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1379997 (value 292448961; 0.05% of shares outstanding; change 0.01)
Holder of IBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 545989 (value 115705987; 0.02% of shares outstanding; change -0.04)
Holder of IBP: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 367179 (value 83955476; 0.01% of shares outstanding; change 0.01)
Holder of IBP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1374033 (value 312496315; 0.05% of shares outstanding; change 0.00)
Holder of IBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 555439 (value 126323487; 0.02% of shares outstanding; change 0.02)
Holder of IBP: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 355354 (value 80818157; 0.01% of shares outstanding; change -0.03)
Holder of IBP: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-06-30: 302308 (value 68753906; 0.01% of shares outstanding; change 0.57)
Holder of IBRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3329740 (value 25039644; 0.00% of shares outstanding; change 0.06)
Holder of IBRX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 4406780 (value 33138985; 0.00% of shares outstanding; change 0.17)
Holder of IBRX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7834567 (value 58915943; 0.01% of shares outstanding; change 0.16)
Holder of IBRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11625535 (value 87424022; 0.01% of shares outstanding; change 0.24)
Holder of IBRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2887973 (value 20851164; 0.00% of shares outstanding; change 0.01)
Holder of IBRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1623315 (value 11233339; 0.00% of shares outstanding; change 0.01)
Holder of IBRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3408575 (value 24200882; 0.00% of shares outstanding; change 0.02)
Holder of IBRX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4638131 (value 32930729; 0.00% of shares outstanding; change 0.05)
Holder of IBRX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8296822 (value 58907435; 0.01% of shares outstanding; change 0.06)
Holder of IBRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11345120 (value 80550350; 0.01% of shares outstanding; change -0.02)
Holder of IBRX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 2572701 (value 19346711; 0.00% of shares outstanding; change 0.04)
Holder of IBRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 7214707 (value 54254596; 0.01% of shares outstanding; change 0.01)
Holder of IBRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1617408 (value 11677685; 0.00% of shares outstanding; change 0.00)
Holder of IBRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2918078 (value 20718353; 0.00% of shares outstanding; change 0.01)
Holder of IBRX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 11453517 (value 82694390; 0.01% of shares outstanding; change 0.12)
Holder of IBRX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 2557167 (value 18462745; 0.00% of shares outstanding; change -0.01)
Holder of IBRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6932455 (value 50052323; 0.01% of shares outstanding; change -0.04)
Holder of IBRX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1991784 (value 14380680; 0.00% of shares outstanding; change 0.00)
Holder of IBRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1579769 (value 11216359; 0.00% of shares outstanding; change -0.02)
Holder of IBRX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 11340495 (value 93218871; 0.01% of shares outstanding; change -0.01)
Holder of IBRX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 2544385 (value 18065133; 0.00% of shares outstanding; change -0.01)
Holder of IBRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 7033309 (value 49936493; 0.01% of shares outstanding; change 0.01)
Holder of IBRX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1988626 (value 14119244; 0.00% of shares outstanding; change 0.00)
Holder of IBRX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 12449970 (value 88394785; 0.01% of shares outstanding; change 0.10)
Holder of IBTA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 145351 (value 4978271; 0.01% of shares outstanding; change -0.07)
Holder of IBTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 97400 (value 3335950; 0.00% of shares outstanding; change -0.59)
Holder of IBTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 173117 (value 5929257; 0.01% of shares outstanding; change -0.59)
Holder of IBTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 479207 (value 16412839; 0.02% of shares outstanding; change 0.00)
Holder of IBTA: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 63473 (value 1947351; 0.00% of shares outstanding; change -0.53)
Holder of IBTA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 137619 (value 4222150; 0.01% of shares outstanding; change 0.01)
Holder of IBTA: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 64368 (value 1689660; 0.00% of shares outstanding; change -0.07)
Holder of IBTA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 69379 (value 1821198; 0.00% of shares outstanding; change 0.01)
Holder of IBTA: VANGUARD WORLD FUND-Vanguard Communication Services Index Fund
Shares held as of 2026-02-28: 60116 (value 1578045; 0.00% of shares outstanding; change -0.01)
Holder of IBTA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 71528 (value 2349694; 0.00% of shares outstanding; change 0.00)
Holder of IBTA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 151885 (value 3986981; 0.01% of shares outstanding; change 0.05)
Holder of IBTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 357707 (value 9389808; 0.02% of shares outstanding; change -0.25)
Holder of IBTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 276625 (value 9474406; 0.01% of shares outstanding; change -0.20)
Holder of IBTA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 71268 (value 2186502; 0.00% of shares outstanding; change 0.00)
Holder of IBTA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 110147 (value 2891358; 0.01% of shares outstanding; change -0.20)
Holder of IBTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 265729 (value 8152565; 0.01% of shares outstanding; change -0.04)
Holder of IBTA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 91144 (value 2796297; 0.00% of shares outstanding; change 0.00)
Holder of IBTA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 70104 (value 1840230; 0.00% of shares outstanding; change -0.02)
Holder of IBTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 268273 (value 7042166; 0.01% of shares outstanding; change 0.01)
Holder of IBTA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 90208 (value 2367960; 0.00% of shares outstanding; change -0.01)
Holder of IBTA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 104859 (value 2752548; 0.01% of shares outstanding; change 1.09)
Holder of IC1H.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1352727 (value 179574509; 0.01% of shares outstanding; change 0.00)
Holder of IC1H.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 357440 (value 47450160; 0.00% of shares outstanding; change -0.01)
Holder of IC1H.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2101258 (value 278941999; 0.01% of shares outstanding; change -0.01)
Holder of IC1H.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 2172781 (value 299626486; 0.01% of shares outstanding; change -0.51)
Holder of IC1H.DE: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 1743952 (value 231509628; 0.01% of shares outstanding; change 0.05)
Holder of IC1H.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 530209 (value 70385244; 0.00% of shares outstanding; change 0.00)
Holder of IC1H.DE: Fidelity Investment Trust-Fidelity Diversified International Fund
Shares held as of 2026-03-31: 805925 (value 106986543; 0.01% of shares outstanding; change 0.00)
Holder of IC1H.DE: Fidelity Investment Trust-Fidelity Overseas Fund
Shares held as of 2026-03-31: 813391 (value 107977655; 0.01% of shares outstanding; change 0.02)
Holder of IC1H.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-03-31: 1706941 (value 226596417; 0.01% of shares outstanding; change 0.02)
Holder of IC1H.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 965226 (value 128133751; 0.01% of shares outstanding; change 0.05)
Holder of IC1H.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1384892 (value 190284152; 0.01% of shares outstanding; change 0.02)
Holder of IC1H.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 348137 (value 47834021; 0.00% of shares outstanding; change -0.03)
Holder of IC1H.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 330400 (value 45396957; 0.00% of shares outstanding; change 0.04)
Holder of IC1H.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2095310 (value 287895581; 0.01% of shares outstanding; change 0.00)
Holder of IC1H.DE: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-05-31: 1632103 (value 224250942; 0.01% of shares outstanding; change -0.03)
Holder of IC1H.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 542194 (value 74497452; 0.00% of shares outstanding; change 0.01)
Holder of IC1H.DE: Fidelity Investment Trust-Fidelity Diversified International Fund
Shares held as of 2026-05-31: 805925 (value 110734090; 0.01% of shares outstanding; change 0.00)
Holder of IC1H.DE: Fidelity Investment Trust-Fidelity Overseas Fund
Shares held as of 2026-05-31: 813391 (value 111759918; 0.01% of shares outstanding; change 0.00)
Holder of IC1H.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 1700341 (value 233626843; 0.01% of shares outstanding; change 0.00)
Holder of IC1H.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 1116737 (value 153439656; 0.01% of shares outstanding; change -0.01)
Holder of IC2.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 3676990 (value 461094551; 0.01% of shares outstanding; change 0.07)
Holder of IC2.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 4037061 (value 509880816; 0.01% of shares outstanding; change 0.10)
Holder of IC2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7252479 (value 909460877; 0.01% of shares outstanding; change 0.00)
Holder of IC2.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 4239200 (value 535410972; 0.01% of shares outstanding; change 0.03)
Holder of IC2.DE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-03-31: 4245592 (value 519235914; 0.01% of shares outstanding; change -0.07)
Holder of IC2.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14431780 (value 1822733858; 0.03% of shares outstanding; change 0.00)
Holder of IC2.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18037032 (value 2278077196; 0.03% of shares outstanding; change 0.01)
Holder of IC2.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5252315 (value 663367400; 0.01% of shares outstanding; change 0.00)
Holder of IC2.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 3972461 (value 498146615; 0.01% of shares outstanding; change 0.03)
Holder of IC2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6777265 (value 849869041; 0.01% of shares outstanding; change 0.03)
Holder of IC2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7345478 (value 921122952; 0.01% of shares outstanding; change 0.01)
Holder of IC2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7267387 (value 917871000; 0.01% of shares outstanding; change 0.00)
Holder of IC2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7481850 (value 944957677; 0.01% of shares outstanding; change 0.02)
Holder of IC2.DE: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-06-30: 3904505 (value 493138993; 0.01% of shares outstanding; change -0.08)
Holder of IC2.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 3849938 (value 486247181; 0.01% of shares outstanding; change 0.01)
Holder of IC2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6835067 (value 863268982; 0.01% of shares outstanding; change 0.00)
Holder of ICAD.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 425200 (value 8742111; 0.01% of shares outstanding; change 0.02)
Holder of ICAD.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-01-31: 221289 (value 4089420; 0.00% of shares outstanding; change 0.03)
Holder of ICAD.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 112978 (value 2087833; 0.00% of shares outstanding; change 0.03)
Holder of ICAD.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 168473 (value 3113380; 0.00% of shares outstanding; change 0.04)
Holder of ICAD.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 107579 (value 1988059; 0.00% of shares outstanding; change -0.06)
Holder of ICAD.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 654149 (value 12088673; 0.01% of shares outstanding; change 0.00)
Holder of ICAD.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 441634 (value 8232057; 0.01% of shares outstanding; change 0.04)
Holder of ICAD.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-04-30: 223006 (value 4156831; 0.00% of shares outstanding; change 0.01)
Holder of ICAD.PA: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 501568 (value 10703461; 0.01% of shares outstanding; change 0.00)
Holder of ICAD.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 109934 (value 2049169; 0.00% of shares outstanding; change -0.03)
Holder of ICAD.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 165808 (value 3090661; 0.00% of shares outstanding; change -0.02)
Holder of ICAD.PA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 110744 (value 2064268; 0.00% of shares outstanding; change 0.03)
Holder of ICAD.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 662950 (value 12357387; 0.01% of shares outstanding; change 0.01)
Holder of ICAD.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 220258 (value 4070367; 0.00% of shares outstanding; change 0.01)
Holder of ICAD.PA: iShares Trust-iShares Global REIT ETF
Shares held as of 2026-04-30: 121601 (value 2247186; 0.00% of shares outstanding; change 0.00)
Holder of ICAD.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 137697 (value 2544640; 0.00% of shares outstanding; change 0.00)
Holder of ICAD.PA: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 505852 (value 9429080; 0.01% of shares outstanding; change 0.01)
Holder of ICAD.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 222013 (value 4138322; 0.00% of shares outstanding; change 0.01)
Holder of ICAD.PA: iShares Trust-iShares Global REIT ETF
Shares held as of 2026-05-31: 121329 (value 2261572; 0.00% of shares outstanding; change 0.00)
Holder of ICAD.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 137697 (value 2566671; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 79250 (value 811519; 0.01% of shares outstanding; change -0.07)
Holder of ICCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 181077 (value 1854228; 0.02% of shares outstanding; change 0.00)
Holder of ICCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 18384 (value 179152; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 4747 (value 46259; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 2993 (value 29166; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 2781 (value 27100; 0.00% of shares outstanding; change -0.40)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27227 (value 261651; 0.00% of shares outstanding; change -0.20)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9429 (value 90612; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 13563 (value 130340; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 79250 (value 874127; 0.01% of shares outstanding; change 0.00)
Holder of ICCC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 181077 (value 1997279; 0.02% of shares outstanding; change 0.00)
Holder of ICCC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 16704 (value 160525; 0.00% of shares outstanding; change -0.01)
Holder of ICCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 18384 (value 202775; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 4747 (value 52359; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 2993 (value 33012; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 27128 (value 264362; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9429 (value 91885; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 13563 (value 132171; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: Nationwide Mutual Funds-Nationwide Bailard Small Cap Value Fund
Shares held as of 2026-04-30: 10102 (value 111425; 0.00% of shares outstanding; change 1.00)
Holder of ICCC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 16814 (value 163852; 0.00% of shares outstanding; change 0.01)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 27128 (value 299221; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9429 (value 104001; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 13563 (value 149599; 0.00% of shares outstanding; change 0.00)
Holder of ICCC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 16594 (value 183031; 0.00% of shares outstanding; change -0.01)
Holder of ICCM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 40453 (value 96682; 0.00% of shares outstanding; change 0.00)
Holder of ICCM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1348 (value 7993; 0.00% of shares outstanding; change 0.00)
Holder of ICCM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1348 (value 4151; 0.00% of shares outstanding; change 0.00)