speb/financial-data huggingface dataset:
Holder of DVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 516493 (value 100385579; 0.01% of shares outstanding; change -0.05)
Holder of DVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1120309 (value 217743257; 0.02% of shares outstanding; change 0.00)
Holder of DVA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 426541 (value 82902509; 0.01% of shares outstanding; change -0.05)
Holder of DVA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 848575 (value 199788500; 0.01% of shares outstanding; change -0.04)
Holder of DVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 770111 (value 181314935; 0.01% of shares outstanding; change -0.04)
Holder of DVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 490415 (value 115463308; 0.01% of shares outstanding; change -0.05)
Holder of DVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1065654 (value 250897580; 0.02% of shares outstanding; change -0.05)
Holder of DVA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 428013 (value 89745762; 0.01% of shares outstanding; change 0.00)
Holder of DVA: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1090175 (value 227475919; 0.02% of shares outstanding; change -0.03)
Holder of DVA: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Quality Equity Fund
Shares held as of 2026-04-30: 484761 (value 101644682; 0.01% of shares outstanding; change 0.69)
Holder of DVA: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 241728 (value 50685525; 0.00% of shares outstanding; change -0.01)
Holder of DVA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 390025 (value 81382617; 0.01% of shares outstanding; change 0.03)
Holder of DVA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 430901 (value 101222955; 0.01% of shares outstanding; change 0.00)
Holder of DVA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 427423 (value 100632472; 0.01% of shares outstanding; change 0.00)
Holder of DVA: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1085915 (value 257329278; 0.02% of shares outstanding; change 0.00)
Holder of DVA: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Quality Equity Fund
Shares held as of 2026-05-31: 631690 (value 149691580; 0.01% of shares outstanding; change 0.30)
Holder of DVA: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-05-31: 232402 (value 54593554; 0.00% of shares outstanding; change -0.04)
Holder of DVA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 393844 (value 92132086; 0.01% of shares outstanding; change 0.01)
Holder of DVA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 438729 (value 103294356; 0.01% of shares outstanding; change 0.02)
Holder of DVA: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 233626 (value 55004906; 0.00% of shares outstanding; change 0.01)
Holder of DVA: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 916959 (value 215888829; 0.01% of shares outstanding; change -0.16)
Holder of DVA: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Quality Equity Fund
Shares held as of 2026-06-30: 631690 (value 148725095; 0.01% of shares outstanding; change 0.00)
Holder of DVA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 388139 (value 91383447; 0.01% of shares outstanding; change -0.01)
Holder of DVLT: STATE STREET Inst. INVESTMENT TRT-State Street Balncd Index Fd.
Shares held as of 2025-12-31: 73 (value 36; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 89835 (value 44917; 0.00% of shares outstanding; change 2.65)
Holder of DVLT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 243435 (value 121717; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 3767 (value 1883; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 4381 (value 2190; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 174967 (value 68149; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 25322 (value 9862; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: -Amplify Tokenization Technology ETF
Shares held as of 2026-03-31: 14040 (value 5015; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: Themes ETF Trust-Themes Generative Artificial Intelligence ETF
Shares held as of 2026-03-31: 1977904 (value 706507; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3688330 (value 1317471; 0.00% of shares outstanding; change 40.06)
Holder of DVLT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11632121 (value 4154993; 0.01% of shares outstanding; change 46.78)
Holder of DVLT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 113021 (value 40371; 0.00% of shares outstanding; change 29.00)
Holder of DVLT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 218012 (value 77873; 0.00% of shares outstanding; change 48.76)
Holder of DVLT: Direxion Shares ETF Trust-Direxion Daily AI and Big Data Bull 2X ETF
Shares held as of 2026-04-30: 11720 (value 5032; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 174967 (value 62498; 0.00% of shares outstanding; change 0.00)
Holder of DVLT: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 36909 (value 13183; 0.00% of shares outstanding; change 0.46)
Holder of DVLT: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 1190882 (value 457417; 0.00% of shares outstanding; change 1.00)
Holder of DVLT: Direxion Shares ETF Trust-Direxion Daily AI and Big Data Bull 2X ETF
Shares held as of 2026-05-31: 13136 (value 5045; 0.00% of shares outstanding; change 0.12)
Holder of DVLT: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 1193927 (value 426470; 0.00% of shares outstanding; change 0.00)
Holder of DVLT: Direxion Shares ETF Trust-Direxion Daily AI and Big Data Bull 2X ETF
Shares held as of 2026-06-30: 10501 (value 3750; 0.00% of shares outstanding; change -0.20)
Holder of DVN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 5190387 (value 230920326; 0.01% of shares outstanding; change -0.10)
Holder of DVN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 15811891 (value 703471057; 0.03% of shares outstanding; change 0.01)
Holder of DVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 19686548 (value 875854553; 0.03% of shares outstanding; change -0.01)
Holder of DVN: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 5904000 (value 262668969; 0.01% of shares outstanding; change 0.15)
Holder of DVN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7921243 (value 352416114; 0.01% of shares outstanding; change -0.01)
Holder of DVN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15760905 (value 709871175; 0.01% of shares outstanding; change 0.00)
Holder of DVN: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 13390486 (value 603107501; 0.01% of shares outstanding; change -0.02)
Holder of DVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 19681239 (value 886443022; 0.02% of shares outstanding; change 0.00)
Holder of DVN: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5735568 (value 258329987; 0.01% of shares outstanding; change -0.01)
Holder of DVN: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 5475000 (value 246594005; 0.00% of shares outstanding; change -0.07)
Holder of DVN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7948623 (value 342188214; 0.01% of shares outstanding; change 0.00)
Holder of DVN: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 14055489 (value 636854225; 0.01% of shares outstanding; change -0.02)
Holder of DVN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7384928 (value 334611097; 0.01% of shares outstanding; change 0.03)
Holder of DVN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8022856 (value 324684992; 0.01% of shares outstanding; change 0.01)
Holder of DVN: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-04-30: 4989670 (value 201931950; 0.00% of shares outstanding; change 0.00)
Holder of DVN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 14733387 (value 663591763; 0.01% of shares outstanding; change 0.85)
Holder of DVN: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 25521343 (value 1072662015; 0.02% of shares outstanding; change 0.82)
Holder of DVN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 13885845 (value 583622048; 0.01% of shares outstanding; change 0.88)
Holder of DVN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 15160895 (value 682846724; 0.01% of shares outstanding; change 0.89)
Holder of DVN: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 4474879 (value 201548554; 0.00% of shares outstanding; change 0.89)
Holder of DVN: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 28610696 (value 1288625774; 0.02% of shares outstanding; change 0.12)
Holder of DVN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 13893752 (value 625774602; 0.01% of shares outstanding; change 0.00)
Holder of DW3.DE: MUTUAL FUND SERIES TRUST-Catalyst Energy Infrastructure Fund
Shares held as of 2026-03-31: 2918823 (value 37360934; 0.01% of shares outstanding; change 0.02)
Holder of DW3.DE: PIMCO Dynamic Income Strategy Fund
Shares held as of 2026-03-31: 9313134 (value 119208116; 0.02% of shares outstanding; change -0.41)
Holder of DW3.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5352485 (value 68511809; 0.01% of shares outstanding; change 0.03)
Holder of DW3.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 5064192 (value 64821658; 0.01% of shares outstanding; change -0.19)
Holder of DW3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3818462 (value 48876314; 0.01% of shares outstanding; change 0.00)
Holder of DW3.DE: TCW ETF Trust-TCW Transform Systems ETF
Shares held as of 2026-04-30: 4258828 (value 54512999; 0.01% of shares outstanding; change 1.00)
Holder of DW3.DE: Ultimus Managers Trust-Westwood Salient MLP & Energy
Shares held as of 2026-04-30: 2624702 (value 33596186; 0.01% of shares outstanding; change 4.78)
Holder of DW3.DE: First Trust Exchange-Traded Fund VI-First Trust Nasdaq Oil & Gas ETF
Shares held as of 2026-05-31: 3372350 (value 38950643; 0.01% of shares outstanding; change 5.46)
Holder of DW3.DE: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 5180840 (value 59838702; 0.01% of shares outstanding; change -0.03)
Holder of DW3.DE: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 5175380 (value 66244864; 0.01% of shares outstanding; change 0.00)
Holder of DW3.DE: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 6532860 (value 83620609; 0.01% of shares outstanding; change 1.00)
Holder of DW3.DE: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 6116448 (value 78290535; 0.01% of shares outstanding; change -0.15)
Holder of DWD.DE: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 7142122 (value 1350932332; 0.00% of shares outstanding; change -0.06)
Holder of DWD.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 15364253 (value 2785539115; 0.01% of shares outstanding; change 0.00)
Holder of DWD.DE: Fidelity Contrafund
Shares held as of 2026-03-31: 6785861 (value 1230276620; 0.00% of shares outstanding; change -0.09)
Holder of DWD.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 9135406 (value 1656249135; 0.01% of shares outstanding; change 0.04)
Holder of DWD.DE: Investment Co of America
Shares held as of 2026-03-31: 9135406 (value 1725221478; 0.01% of shares outstanding; change 0.04)
Holder of DWD.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 30570753 (value 5782457743; 0.02% of shares outstanding; change 0.00)
Holder of DWD.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 37816224 (value 7152938538; 0.02% of shares outstanding; change 0.01)
Holder of DWD.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 11014933 (value 2083474509; 0.01% of shares outstanding; change 0.00)
Holder of DWD.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 8415581 (value 1525744860; 0.01% of shares outstanding; change 0.03)
Holder of DWD.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 14367382 (value 2604806400; 0.01% of shares outstanding; change 0.03)
Holder of DWD.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 15561327 (value 2821268632; 0.01% of shares outstanding; change 0.01)
Holder of DWD.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 15395842 (value 2912123420; 0.01% of shares outstanding; change 0.00)
Holder of DWD.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 7086430 (value 1340398191; 0.00% of shares outstanding; change -0.01)
Holder of DWD.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 15850551 (value 2998131624; 0.01% of shares outstanding; change 0.02)
Holder of DWD.DE: Investment Co of America
Shares held as of 2026-06-30: 9135406 (value 1727961989; 0.01% of shares outstanding; change 0.00)
Holder of DWD.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 8161197 (value 1543690362; 0.01% of shares outstanding; change 0.01)
Holder of DWD.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 14483437 (value 2739542020; 0.01% of shares outstanding; change 0.00)
Holder of DWNI.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 464384 (value 8981186; 0.00% of shares outstanding; change 0.04)
Holder of DWNI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 71545 (value 1383680; 0.00% of shares outstanding; change 0.00)
Holder of DWNI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 122761 (value 2374197; 0.00% of shares outstanding; change 0.01)
Holder of DWNI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 107331 (value 2075781; 0.00% of shares outstanding; change 0.00)
Holder of DWNI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 166178 (value 3213882; 0.00% of shares outstanding; change -0.05)
Holder of DWNI.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 713023 (value 13789864; 0.00% of shares outstanding; change 0.02)
Holder of DWNI.DE: -HSBC FTSE EPRA/NAREIT Developed UCITS ETF
Shares held as of 2026-02-28: 66029 (value 1199086; 0.00% of shares outstanding; change 0.00)
Holder of DWNI.DE: DBX ETF Trust-Xtrackers International Real Estate ETF
Shares held as of 2026-02-28: 55042 (value 999562; 0.00% of shares outstanding; change 0.07)
Holder of DWNI.DE: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 135407 (value 2458991; 0.00% of shares outstanding; change 0.01)
Holder of DWNI.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 471261 (value 8558099; 0.00% of shares outstanding; change 0.01)
Holder of DWNI.DE: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE EPRA Euro ex UK Real E
Shares held as of 2026-04-30: 46205 (value 893604; 0.00% of shares outstanding; change -0.01)
Holder of DWNI.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 71545 (value 1299257; 0.00% of shares outstanding; change 0.00)
Holder of DWNI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 118237 (value 2147183; 0.00% of shares outstanding; change -0.04)
Holder of DWNI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 111914 (value 2032358; 0.00% of shares outstanding; change 0.04)
Holder of DWNI.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 169919 (value 3085729; 0.00% of shares outstanding; change 0.02)
Holder of DWNI.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 713023 (value 12948497; 0.00% of shares outstanding; change 0.00)
Holder of DWNI.DE: VANGUARD WHITEHALL Fd.S-Vanguard Intl High Dividend Yield Index Fd.
Shares held as of 2026-04-30: 54566 (value 990918; 0.00% of shares outstanding; change 0.32)
Holder of DWSN: Gabelli 787 Fund, Inc.-Enterprise Mergers and Acquisitions Fund
Shares held as of 2025-12-31: 66000 (value 262680; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 72905 (value 283600; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 21710 (value 108115; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 30725 (value 122285; 0.00% of shares outstanding; change -0.12)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 21865 (value 87022; 0.00% of shares outstanding; change 1.00)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9109 (value 36253; 0.00% of shares outstanding; change 0.24)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6483 (value 25218; 0.00% of shares outstanding; change 1.00)
Holder of DWSN: Gabelli 787 Fund, Inc.-Enterprise Mergers and Acquisitions Fund
Shares held as of 2026-03-31: 66000 (value 388739; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-03-31: 79200 (value 466487; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 20000 (value 117799; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 72905 (value 363066; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 40336 (value 200873; 0.00% of shares outstanding; change 13.50)
Holder of DWSN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 15612 (value 62135; 0.00% of shares outstanding; change -0.14)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 30613 (value 181841; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 21865 (value 129878; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9109 (value 54107; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 15715 (value 92561; 0.00% of shares outstanding; change 0.01)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 30613 (value 152452; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 21865 (value 108887; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9109 (value 45362; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 15509 (value 77234; 0.00% of shares outstanding; change -0.01)
Holder of DWSN: Gabelli 787 Fund, Inc.-Enterprise Mergers and Acquisitions Fund
Shares held as of 2026-06-30: 66000 (value 328680; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-06-30: 79200 (value 394416; 0.00% of shares outstanding; change 0.00)
Holder of DWSN: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 20000 (value 99600; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 18491 (value 31249; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 57372 (value 86058; 0.00% of shares outstanding; change 4.63)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 880 (value 1320; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7084 (value 10626; 0.00% of shares outstanding; change 1.74)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2294 (value 3441; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 132154 (value 198231; 0.00% of shares outstanding; change 6.15)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 57163 (value 92032; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 880 (value 1416; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 13059 (value 21024; 0.00% of shares outstanding; change 0.84)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2294 (value 3693; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 57163 (value 85744; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 880 (value 1320; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 13059 (value 19588; 0.00% of shares outstanding; change 0.00)
Holder of DWTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2294 (value 3441; 0.00% of shares outstanding; change 0.00)
Holder of DX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1582489 (value 20714781; 0.01% of shares outstanding; change 0.13)
Holder of DX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4528362 (value 59276259; 0.02% of shares outstanding; change 0.09)
Holder of DX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1439074 (value 18477710; 0.01% of shares outstanding; change 0.01)
Holder of DX: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 1145600 (value 14709504; 0.01% of shares outstanding; change 0.00)
Holder of DX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 986963 (value 12702213; 0.00% of shares outstanding; change 0.04)
Holder of DX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2219273 (value 27962840; 0.01% of shares outstanding; change 0.40)
Holder of DX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6092612 (value 76766913; 0.03% of shares outstanding; change 0.35)
Holder of DX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4857139 (value 63579950; 0.02% of shares outstanding; change 0.37)
Holder of DX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1717109 (value 22476957; 0.01% of shares outstanding; change 0.37)
Holder of DX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1037983 (value 13607956; 0.00% of shares outstanding; change 0.05)
Holder of DX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1976232 (value 24900523; 0.01% of shares outstanding; change 0.37)
Holder of DX: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 1014462 (value 13116993; 0.00% of shares outstanding; change 0.00)
Holder of DX: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-04-30: 1472083 (value 18945708; 0.01% of shares outstanding; change -0.01)
Holder of DX: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 1865712 (value 24272913; 0.01% of shares outstanding; change 0.00)
Holder of DX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4697943 (value 61120239; 0.02% of shares outstanding; change -0.03)
Holder of DX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1707287 (value 22211804; 0.01% of shares outstanding; change -0.01)
Holder of DX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1023663 (value 12898154; 0.00% of shares outstanding; change -0.01)
Holder of DX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 893522 (value 11910648; 0.00% of shares outstanding; change 0.02)
Holder of DX: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 1023123 (value 13638229; 0.00% of shares outstanding; change 0.01)
Holder of DX: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-05-31: 1486369 (value 19497594; 0.01% of shares outstanding; change 0.01)
Holder of DX: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 1899948 (value 23939345; 0.01% of shares outstanding; change 0.02)
Holder of DX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4779889 (value 60226603; 0.02% of shares outstanding; change 0.02)
Holder of DX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1746012 (value 21999751; 0.01% of shares outstanding; change 0.02)
Holder of DX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 860110 (value 10837386; 0.00% of shares outstanding; change -0.04)
Holder of DX: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 1165738 (value 14688299; 0.01% of shares outstanding; change 0.14)
Holder of DX: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-06-30: 1485109 (value 18712373; 0.01% of shares outstanding; change 0.00)
Holder of DXC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1876488 (value 18595995; 0.01% of shares outstanding; change -0.02)
Holder of DXC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3947605 (value 39120764; 0.02% of shares outstanding; change -0.07)
Holder of DXC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2547864 (value 25249331; 0.02% of shares outstanding; change -0.06)
Holder of DXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5318171 (value 52703073; 0.03% of shares outstanding; change -0.06)
Holder of DXC: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-01-31: 4623720 (value 38284400; 0.03% of shares outstanding; change -0.05)
Holder of DXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 2091345 (value 17316336; 0.01% of shares outstanding; change -0.13)
Holder of DXC: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 4492975 (value 45154399; 0.03% of shares outstanding; change 0.03)
Holder of DXC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1891230 (value 19006861; 0.01% of shares outstanding; change 0.01)
Holder of DXC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3909746 (value 39292948; 0.02% of shares outstanding; change -0.01)
Holder of DXC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2492360 (value 25048218; 0.02% of shares outstanding; change -0.02)
Holder of DXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5274929 (value 53013037; 0.03% of shares outstanding; change -0.01)
Holder of DXC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 8321980 (value 73649526; 0.05% of shares outstanding; change 0.07)
Holder of DXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2397101 (value 24090865; 0.01% of shares outstanding; change 0.15)
Holder of DXC: First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd.
Shares held as of 2026-04-30: 1694047 (value 15534411; 0.01% of shares outstanding; change 0.10)
Holder of DXC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 10349989 (value 85697906; 0.06% of shares outstanding; change 0.02)
Holder of DXC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 8774487 (value 86955164; 0.05% of shares outstanding; change 0.05)
Holder of DXC: First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd.
Shares held as of 2026-05-31: 1704628 (value 16142827; 0.01% of shares outstanding; change 0.01)
Holder of DXC: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-05-31: 1676397 (value 15875480; 0.01% of shares outstanding; change 0.04)
Holder of DXC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 10334061 (value 103857315; 0.06% of shares outstanding; change 0.00)
Holder of DXC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 9172775 (value 92186390; 0.06% of shares outstanding; change 0.05)
Holder of DXC: First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd.
Shares held as of 2026-06-30: 2699242 (value 27127382; 0.02% of shares outstanding; change 0.58)
Holder of DXC: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-06-30: 1750975 (value 17597299; 0.01% of shares outstanding; change 0.52)
Holder of DXCM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9833278 (value 725105898; 0.03% of shares outstanding; change 0.02)
Holder of DXCM: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 5119322 (value 377498793; 0.01% of shares outstanding; change -0.07)
Holder of DXCM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12264124 (value 904356477; 0.03% of shares outstanding; change -0.01)
Holder of DXCM: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 4655231 (value 321536803; 0.01% of shares outstanding; change 1.00)
Holder of DXCM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4915021 (value 362433638; 0.01% of shares outstanding; change -0.01)
Holder of DXCM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9779392 (value 699617712; 0.03% of shares outstanding; change -0.01)
Holder of DXCM: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 4854077 (value 347260673; 0.01% of shares outstanding; change -0.05)
Holder of DXCM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 2927322 (value 209420618; 0.01% of shares outstanding; change -0.10)
Holder of DXCM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8311673 (value 594617094; 0.02% of shares outstanding; change -0.02)
Holder of DXCM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12222060 (value 874366183; 0.03% of shares outstanding; change 0.00)
Holder of DXCM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4932010 (value 340653929; 0.01% of shares outstanding; change 0.00)
Holder of DXCM: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 8237459 (value 620857307; 0.02% of shares outstanding; change 0.02)
Holder of DXCM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4579444 (value 345152706; 0.01% of shares outstanding; change 0.03)
Holder of DXCM: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 6365180 (value 455364983; 0.02% of shares outstanding; change 0.37)
Holder of DXCM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4978088 (value 354688770; 0.01% of shares outstanding; change 0.01)
Holder of DXCM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4925127 (value 352343590; 0.01% of shares outstanding; change 0.00)
Holder of DXCM: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 8359952 (value 640790333; 0.02% of shares outstanding; change 0.01)
Holder of DXCM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4624468 (value 345170288; 0.01% of shares outstanding; change 0.01)
Holder of DXCM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5070788 (value 362764178; 0.01% of shares outstanding; change 0.02)
Holder of DXCM: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 8191004 (value 585984433; 0.02% of shares outstanding; change -0.02)
Holder of DXCM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4647988 (value 332517065; 0.01% of shares outstanding; change 0.01)
Holder of DXLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 538675 (value 391078; 0.01% of shares outstanding; change 0.00)
Holder of DXLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1599157 (value 1160987; 0.03% of shares outstanding; change 0.00)
Holder of DXLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 211265 (value 139963; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 244825 (value 162196; 0.00% of shares outstanding; change -0.12)
Holder of DXLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 198512 (value 131514; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 138848 (value 93028; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 176995 (value 118586; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 152713 (value 102317; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 297560 (value 216921; 0.00% of shares outstanding; change 0.17)
Holder of DXLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 538675 (value 337964; 0.01% of shares outstanding; change 0.00)
Holder of DXLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1599157 (value 1003311; 0.03% of shares outstanding; change 0.00)
Holder of DXLG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 128755 (value 93862; 0.00% of shares outstanding; change -0.01)
Holder of DXLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 183666 (value 115232; 0.00% of shares outstanding; change -0.13)
Holder of DXLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 177863 (value 111591; 0.00% of shares outstanding; change -0.27)
Holder of DXLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 198512 (value 124546; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 138848 (value 87113; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 176995 (value 111046; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 152713 (value 95812; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 296477 (value 198639; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 129602 (value 85070; 0.00% of shares outstanding; change 0.01)
Holder of DXLG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 296477 (value 186009; 0.00% of shares outstanding; change 0.00)
Holder of DXLG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 127908 (value 80249; 0.00% of shares outstanding; change -0.01)
Holder of DXPE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 393085 (value 57020909; 0.03% of shares outstanding; change 0.00)
Holder of DXPE: Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund
Shares held as of 2026-02-28: 252764 (value 42729754; 0.02% of shares outstanding; change 0.00)
Holder of DXPE: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 285047 (value 48187196; 0.02% of shares outstanding; change 0.00)
Holder of DXPE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 238220 (value 40271091; 0.02% of shares outstanding; change 2.19)
Holder of DXPE: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 534296 (value 90322740; 0.03% of shares outstanding; change 0.04)
Holder of DXPE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 307735 (value 48437487; 0.02% of shares outstanding; change 1.00)
Holder of DXPE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 396579 (value 66998057; 0.03% of shares outstanding; change 0.01)
Holder of DXPE: WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund
Shares held as of 2026-03-31: 210091 (value 35291085; 0.01% of shares outstanding; change -0.17)
Holder of DXPE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 318693 (value 46229605; 0.02% of shares outstanding; change 0.01)
Holder of DXPE: Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund
Shares held as of 2026-04-30: 252764 (value 42701950; 0.02% of shares outstanding; change 0.00)
Holder of DXPE: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-04-30: 285047 (value 48155840; 0.02% of shares outstanding; change 0.00)
Holder of DXPE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 307735 (value 51927205; 0.02% of shares outstanding; change 0.00)
Holder of DXPE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 238220 (value 40244887; 0.02% of shares outstanding; change 0.00)
Holder of DXPE: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 536496 (value 90635635; 0.03% of shares outstanding; change 0.00)
Holder of DXPE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 276760 (value 46747532; 0.02% of shares outstanding; change 0.03)
Holder of DXPE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 774269 (value 130890176; 0.05% of shares outstanding; change 0.02)
Holder of DXPE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 307676 (value 48606653; 0.02% of shares outstanding; change -0.03)
Holder of DXPE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 307735 (value 51988751; 0.02% of shares outstanding; change 0.00)
Holder of DXPE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 282376 (value 47433519; 0.02% of shares outstanding; change 0.02)
Holder of DXPE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 770445 (value 130158980; 0.05% of shares outstanding; change 0.00)
Holder of DXPE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 310591 (value 52471244; 0.02% of shares outstanding; change 0.01)
Holder of DXPE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 293230 (value 49538276; 0.02% of shares outstanding; change 0.04)
Holder of DXPE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 265456 (value 44846137; 0.02% of shares outstanding; change 1.00)
Holder of DXR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 47980 (value 493234; 0.01% of shares outstanding; change 0.00)
Holder of DXR: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-03-31: 400 (value 4152; 0.00% of shares outstanding; change 0.00)
Holder of DXR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 48280 (value 504525; 0.01% of shares outstanding; change 0.01)
Holder of DXR: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-06-30: 400 (value 4179; 0.00% of shares outstanding; change 0.00)
Holder of DXST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 512 (value 2119; 0.00% of shares outstanding; change 0.00)
Holder of DXST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 512 (value 1059; 0.00% of shares outstanding; change 0.00)
Holder of DXST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 512 (value 1167; 0.00% of shares outstanding; change 0.00)
Holder of DXYZ: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-04-30: 46062 (value 1334416; 0.00% of shares outstanding; change 0.05)
Holder of DXYZ: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-05-31: 48645 (value 1263310; 0.00% of shares outstanding; change 0.06)
Holder of DXYZ: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-06-30: 26671 (value 621434; 0.00% of shares outstanding; change -0.45)
Holder of DY: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 253750 (value 118318549; 0.01% of shares outstanding; change 0.38)
Holder of DY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 311896 (value 159066960; 0.01% of shares outstanding; change 0.01)
Holder of DY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 352202 (value 179623020; 0.01% of shares outstanding; change -0.03)
Holder of DY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 624222 (value 318353220; 0.02% of shares outstanding; change -0.04)
Holder of DY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 867729 (value 442541790; 0.03% of shares outstanding; change 0.00)
Holder of DY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 274370 (value 128407906; 0.01% of shares outstanding; change 0.01)
Holder of DY: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-03-31: 254141 (value 129611910; 0.01% of shares outstanding; change 0.00)
Holder of DY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 334426 (value 143739638; 0.01% of shares outstanding; change 0.07)
Holder of DY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 367529 (value 157967638; 0.01% of shares outstanding; change 0.04)
Holder of DY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 656456 (value 282151351; 0.02% of shares outstanding; change 0.05)
Holder of DY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 902919 (value 388083613; 0.03% of shares outstanding; change 0.04)
Holder of DY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 712825 (value 363540750; 0.02% of shares outstanding; change 0.04)
Holder of DY: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-04-30: 248041 (value 125407048; 0.01% of shares outstanding; change -0.02)
Holder of DY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 288724 (value 124096461; 0.01% of shares outstanding; change 0.05)
Holder of DY: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 791100 (value 368874107; 0.03% of shares outstanding; change 0.04)
Holder of DY: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 262606 (value 123162214; 0.01% of shares outstanding; change 0.09)
Holder of DY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1012346 (value 473788061; 0.03% of shares outstanding; change 0.02)
Holder of DY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 687439 (value 300933303; 0.02% of shares outstanding; change -0.04)