speb/financial-data huggingface dataset:
Holder of SFL: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 1125327 (value 12890620; 0.01% of shares outstanding; change 0.01)
Holder of SFL: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 734969 (value 8055260; 0.01% of shares outstanding; change 0.09)
Holder of SFL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1193267 (value 13668873; 0.01% of shares outstanding; change 0.01)
Holder of SFL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2935903 (value 32412369; 0.02% of shares outstanding; change 0.01)
Holder of SFL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1041366 (value 11496680; 0.01% of shares outstanding; change 0.00)
Holder of SFL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2273827 (value 24921144; 0.02% of shares outstanding; change 0.00)
Holder of SFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1945548 (value 23190932; 0.01% of shares outstanding; change 0.00)
Holder of SFL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1103195 (value 13150084; 0.01% of shares outstanding; change 0.02)
Holder of SFL: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 1131667 (value 13489470; 0.01% of shares outstanding; change 0.01)
Holder of SFL: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 815296 (value 9718328; 0.01% of shares outstanding; change 0.11)
Holder of SFL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1202048 (value 14328412; 0.01% of shares outstanding; change 0.01)
Holder of SFL: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 1195579 (value 13103545; 0.01% of shares outstanding; change -0.01)
Holder of SFL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 1440604 (value 15789019; 0.01% of shares outstanding; change 0.02)
Holder of SFL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2821041 (value 32315024; 0.02% of shares outstanding; change -0.04)
Holder of SFL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1029471 (value 11792590; 0.01% of shares outstanding; change -0.01)
Holder of SFL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2411459 (value 27623262; 0.02% of shares outstanding; change 0.06)
Holder of SFL: BNY Mellon ETF Trust-BNY Mellon Global Infrastructure Income ETF
Shares held as of 2026-05-31: 739865 (value 8475153; 0.01% of shares outstanding; change 0.10)
Holder of SFL: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 1218828 (value 13541178; 0.01% of shares outstanding; change 0.02)
Holder of SFL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 1461174 (value 16233642; 0.01% of shares outstanding; change 0.02)
Holder of SFL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2869158 (value 34200363; 0.02% of shares outstanding; change 0.02)
Holder of SFL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1050617 (value 12523354; 0.01% of shares outstanding; change 0.02)
Holder of SFL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2851122 (value 33985374; 0.02% of shares outstanding; change 0.18)
Holder of SFL: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 1159811 (value 13824947; 0.01% of shares outstanding; change -0.05)
Holder of SFL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 1457791 (value 17376868; 0.01% of shares outstanding; change 0.00)
Holder of SFM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1049927 (value 86744971; 0.01% of shares outstanding; change 0.00)
Holder of SFM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1247161 (value 103040445; 0.01% of shares outstanding; change -0.04)
Holder of SFM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2209664 (value 182562445; 0.02% of shares outstanding; change -0.05)
Holder of SFM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3087346 (value 255076534; 0.03% of shares outstanding; change 0.00)
Holder of SFM: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 1145995 (value 85823564; 0.01% of shares outstanding; change 1.00)
Holder of SFM: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1149428 (value 86080662; 0.01% of shares outstanding; change 1.00)
Holder of SFM: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-03-31: 880300 (value 72730388; 0.01% of shares outstanding; change 0.28)
Holder of SFM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1685492 (value 139676726; 0.02% of shares outstanding; change 10.30)
Holder of SFM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1087257 (value 81424676; 0.01% of shares outstanding; change 0.04)
Holder of SFM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1221518 (value 91479482; 0.01% of shares outstanding; change -0.02)
Holder of SFM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2180636 (value 163307828; 0.02% of shares outstanding; change -0.01)
Holder of SFM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3005814 (value 225105408; 0.03% of shares outstanding; change -0.03)
Holder of SFM: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-04-30: 861200 (value 69317986; 0.01% of shares outstanding; change -0.02)
Holder of SFM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1685492 (value 135665247; 0.02% of shares outstanding; change 0.00)
Holder of SFM: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 736648 (value 62423549; 0.01% of shares outstanding; change 0.00)
Holder of SFM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3288937 (value 264726532; 0.04% of shares outstanding; change 0.02)
Holder of SFM: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-05-31: 861200 (value 64495267; 0.01% of shares outstanding; change 0.00)
Holder of SFM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1685492 (value 126226494; 0.02% of shares outstanding; change 0.00)
Holder of SFM: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 744290 (value 55739877; 0.01% of shares outstanding; change 0.05)
Holder of SFM: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 729459 (value 58714153; 0.01% of shares outstanding; change -0.01)
Holder of SFM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3303131 (value 247371478; 0.04% of shares outstanding; change 0.00)
Holder of SFNC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1568128 (value 33636346; 0.01% of shares outstanding; change 0.01)
Holder of SFNC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3280913 (value 70375586; 0.02% of shares outstanding; change -0.04)
Holder of SFNC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2117441 (value 45419111; 0.01% of shares outstanding; change -0.04)
Holder of SFNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4581775 (value 98279077; 0.03% of shares outstanding; change 0.02)
Holder of SFNC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1757048 (value 39111888; 0.01% of shares outstanding; change 0.00)
Holder of SFNC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1415109 (value 31500326; 0.01% of shares outstanding; change 0.01)
Holder of SFNC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1618442 (value 37515486; 0.01% of shares outstanding; change 0.03)
Holder of SFNC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3344555 (value 77526785; 0.02% of shares outstanding; change 0.02)
Holder of SFNC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2127060 (value 49305251; 0.01% of shares outstanding; change 0.00)
Holder of SFNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4668446 (value 108214579; 0.03% of shares outstanding; change 0.02)
Holder of SFNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3438627 (value 73758551; 0.02% of shares outstanding; change -0.01)
Holder of SFNC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1757048 (value 40728373; 0.01% of shares outstanding; change 0.00)
Holder of SFNC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1431126 (value 33173501; 0.01% of shares outstanding; change 0.01)
Holder of SFNC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1460952 (value 31527344; 0.01% of shares outstanding; change 0.05)
Holder of SFNC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8823409 (value 193232653; 0.06% of shares outstanding; change 0.01)
Holder of SFNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3304016 (value 73547396; 0.02% of shares outstanding; change -0.04)
Holder of SFNC: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1347742 (value 29515549; 0.01% of shares outstanding; change -0.05)
Holder of SFNC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 1349239 (value 30843604; 0.01% of shares outstanding; change -0.08)
Holder of SFNC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8789866 (value 203749096; 0.06% of shares outstanding; change 0.00)
Holder of SFNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3376740 (value 78272834; 0.02% of shares outstanding; change 0.02)
Holder of SFNC: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1387783 (value 32168810; 0.01% of shares outstanding; change 0.03)
Holder of SFNC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1801641 (value 41762038; 0.01% of shares outstanding; change 0.34)
Holder of SFOR.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 442489 (value 14690635; 0.00% of shares outstanding; change 0.00)
Holder of SFOR.L: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 308649 (value 10247147; 0.00% of shares outstanding; change 0.00)
Holder of SFOR.L: Third Avenue Trust-THIRD AVENUE VALUE FUND
Shares held as of 2026-01-31: 41051524 (value 1362910628; 0.06% of shares outstanding; change 0.00)
Holder of SFOR.L: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-03-31: 19000000 (value 658350028; 0.03% of shares outstanding; change -0.29)
Holder of SFOR.L: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 340000 (value 11288000; 0.00% of shares outstanding; change 0.00)
Holder of SFOR.L: Third Avenue Variable Series Trust-Third Avenue Value Portfolio
Shares held as of 2026-03-31: 4172346 (value 147909668; 0.01% of shares outstanding; change 0.02)
Holder of SFOR.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 320108 (value 13716627; 0.00% of shares outstanding; change 0.44)
Holder of SFOR.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 9604473 (value 411551653; 0.01% of shares outstanding; change 0.17)
Holder of SFOR.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 237273 (value 8411328; 0.00% of shares outstanding; change 0.00)
Holder of SFOR.L: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 690982 (value 24495312; 0.00% of shares outstanding; change 1.24)
Holder of SFOR.L: Third Avenue Trust-THIRD AVENUE VALUE FUND
Shares held as of 2026-04-30: 41051524 (value 1455276557; 0.06% of shares outstanding; change 0.00)
Holder of SFOR.L: WisdomTree Trust-WisdomTree Dynamic International SmallCap Equity Fund
Shares held as of 2026-04-30: 708696 (value 25229576; 0.00% of shares outstanding; change -0.03)
Holder of SFOR.L: WisdomTree Trust-WisdomTree Europe SmallCap Dividend Fund
Shares held as of 2026-04-30: 307922 (value 10669497; 0.00% of shares outstanding; change 0.00)
Holder of SFOR.L: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-04-30: 1651139 (value 58780545; 0.00% of shares outstanding; change 0.01)
Holder of SFOR.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 739497 (value 26326092; 0.00% of shares outstanding; change 1.31)
Holder of SFOR.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 12434680 (value 412831385; 0.02% of shares outstanding; change 0.29)
Holder of SFOR.L: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 210771 (value 7471832; 0.00% of shares outstanding; change 0.00)
Holder of SFOR.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 760003 (value 26942106; 0.00% of shares outstanding; change 0.03)
Holder of SFOR.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 14224714 (value 504266122; 0.02% of shares outstanding; change 0.14)
Holder of SFOR.L: WisdomTree Trust-WisdomTree Dynamic International SmallCap Equity Fund
Shares held as of 2026-06-30: 668967 (value 23714880; 0.00% of shares outstanding; change -0.06)
Holder of SFOR.L: WisdomTree Trust-WisdomTree Europe SmallCap Dividend Fund
Shares held as of 2026-06-30: 307922 (value 10915835; 0.00% of shares outstanding; change 0.00)
Holder of SFOR.L: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-06-30: 1651139 (value 58532878; 0.00% of shares outstanding; change 0.00)
Holder of SFST: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 243091 (value 14335076; 0.03% of shares outstanding; change 0.00)
Holder of SFST: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 449678 (value 26517512; 0.05% of shares outstanding; change -0.04)
Holder of SFST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 83308 (value 4812703; 0.01% of shares outstanding; change -0.05)
Holder of SFST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 250477 (value 14470056; 0.03% of shares outstanding; change 0.03)
Holder of SFST: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 192362 (value 11432073; 0.02% of shares outstanding; change 0.00)
Holder of SFST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 55782 (value 3315124; 0.01% of shares outstanding; change 0.00)
Holder of SFST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 74791 (value 4444829; 0.01% of shares outstanding; change 0.01)
Holder of SFST: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 275205 (value 16922355; 0.03% of shares outstanding; change 0.13)
Holder of SFST: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 449064 (value 27612946; 0.05% of shares outstanding; change 0.00)
Holder of SFST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 85929 (value 5283774; 0.01% of shares outstanding; change 0.03)
Holder of SFST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 250477 (value 15401831; 0.03% of shares outstanding; change 0.00)
Holder of SFST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 195041 (value 11267518; 0.02% of shares outstanding; change -0.01)
Holder of SFST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 66605 (value 3847770; 0.01% of shares outstanding; change 0.00)
Holder of SFST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 133615 (value 7879276; 0.01% of shares outstanding; change 0.05)
Holder of SFST: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 199682 (value 12278446; 0.02% of shares outstanding; change 0.04)
Holder of SFST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 55782 (value 3388198; 0.01% of shares outstanding; change 0.00)
Holder of SFST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 75686 (value 4653932; 0.01% of shares outstanding; change 0.01)
Holder of SFST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 187323 (value 11132605; 0.02% of shares outstanding; change -0.04)
Holder of SFST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 65840 (value 3912871; 0.01% of shares outstanding; change -0.01)
Holder of SFST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 133345 (value 7924693; 0.01% of shares outstanding; change 0.00)
Holder of SFST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 189125 (value 11629296; 0.02% of shares outstanding; change 0.01)
Holder of SFST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 66401 (value 4082997; 0.01% of shares outstanding; change 0.01)
Holder of SFST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 132877 (value 8170606; 0.01% of shares outstanding; change 0.00)
Holder of SFST: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 187643 (value 11538168; 0.02% of shares outstanding; change 1.00)
Holder of SFWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 23490 (value 20203; 0.00% of shares outstanding; change 0.00)
Holder of SFWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 23490 (value 23490; 0.00% of shares outstanding; change 0.00)
Holder of SFWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 23490 (value 16445; 0.00% of shares outstanding; change 0.00)
Holder of SG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1153628 (value 11490134; 0.01% of shares outstanding; change -0.02)
Holder of SG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1225016 (value 12201159; 0.01% of shares outstanding; change -0.04)
Holder of SG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2177845 (value 21691336; 0.02% of shares outstanding; change -0.04)
Holder of SG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2971503 (value 29596169; 0.03% of shares outstanding; change 0.00)
Holder of SG: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 1147152 (value 10289953; 0.01% of shares outstanding; change 1.24)
Holder of SG: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-01-31: 3640768 (value 32657689; 0.03% of shares outstanding; change -0.09)
Holder of SG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1013609 (value 9092073; 0.01% of shares outstanding; change 0.01)
Holder of SG: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 6165254 (value 36991524; 0.06% of shares outstanding; change 0.00)
Holder of SG: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 1003851 (value 6023106; 0.01% of shares outstanding; change 0.29)
Holder of SG: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1619600 (value 16131216; 0.02% of shares outstanding; change 1.00)
Holder of SG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1195008 (value 7170048; 0.01% of shares outstanding; change 0.04)
Holder of SG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1100014 (value 6600084; 0.01% of shares outstanding; change -0.49)
Holder of SG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3012003 (value 18072018; 0.03% of shares outstanding; change 0.01)
Holder of SG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2544629 (value 25344504; 0.02% of shares outstanding; change -0.01)
Holder of SG: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 1765285 (value 10591710; 0.02% of shares outstanding; change 0.54)
Holder of SG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1024812 (value 6148872; 0.01% of shares outstanding; change 0.01)
Holder of SG: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 1768830 (value 15866405; 0.02% of shares outstanding; change 0.09)
Holder of SG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2444976 (value 21931435; 0.02% of shares outstanding; change -0.04)
Holder of SG: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 1768830 (value 10612980; 0.02% of shares outstanding; change 0.00)
Holder of SG: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-05-31: 2531892 (value 15191352; 0.02% of shares outstanding; change -0.39)
Holder of SG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2468243 (value 14809458; 0.02% of shares outstanding; change 0.01)
Holder of SGA: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 33831 (value 306170; 0.01% of shares outstanding; change 0.06)
Holder of SGA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 47817 (value 453305; 0.01% of shares outstanding; change 0.00)
Holder of SGA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 131209 (value 1243861; 0.02% of shares outstanding; change 0.00)
Holder of SGA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 22689 (value 192289; 0.00% of shares outstanding; change 0.00)
Holder of SGA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 23770 (value 201450; 0.00% of shares outstanding; change 0.00)
Holder of SGA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 88923 (value 753622; 0.01% of shares outstanding; change 0.00)
Holder of SGA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 47086 (value 399053; 0.01% of shares outstanding; change 0.00)
Holder of SGA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 37160 (value 314931; 0.01% of shares outstanding; change -0.02)
Holder of SGA: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 35972 (value 308459; 0.01% of shares outstanding; change 0.06)
Holder of SGA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 39832 (value 360479; 0.01% of shares outstanding; change 0.36)
Holder of SGA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 54998 (value 471607; 0.01% of shares outstanding; change 0.15)
Holder of SGA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 131209 (value 1125117; 0.02% of shares outstanding; change 0.00)
Holder of SGA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 25532 (value 218936; 0.00% of shares outstanding; change 0.07)
Holder of SGA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 88923 (value 762514; 0.01% of shares outstanding; change 0.00)
Holder of SGA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 46174 (value 395942; 0.01% of shares outstanding; change -0.02)
Holder of SGA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 37112 (value 318235; 0.01% of shares outstanding; change 0.00)
Holder of SGA: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 23696 (value 203193; 0.00% of shares outstanding; change 0.06)
Holder of SGA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39687 (value 336347; 0.01% of shares outstanding; change 0.00)
Holder of SGA: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-04-30: 42393 (value 383656; 0.01% of shares outstanding; change 0.00)
Holder of SGA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 39687 (value 340316; 0.01% of shares outstanding; change 0.00)
Holder of SGA: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-05-31: 42393 (value 384080; 0.01% of shares outstanding; change 0.00)
Holder of SGA: Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares held as of 2026-06-30: 42393 (value 363519; 0.01% of shares outstanding; change 0.00)
Holder of SGC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 118173 (value 1511432; 0.01% of shares outstanding; change 0.00)
Holder of SGC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 423572 (value 5417485; 0.03% of shares outstanding; change 0.00)
Holder of SGC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 211616 (value 2740427; 0.01% of shares outstanding; change 0.00)
Holder of SGC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 99407 (value 1287320; 0.01% of shares outstanding; change -0.11)
Holder of SGC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 100382 (value 1299946; 0.01% of shares outstanding; change 0.00)
Holder of SGC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 110858 (value 1435611; 0.01% of shares outstanding; change 0.00)
Holder of SGC: NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund
Shares held as of 2026-02-28: 181000 (value 2231729; 0.01% of shares outstanding; change 0.00)
Holder of SGC: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 279000 (value 3440069; 0.02% of shares outstanding; change 0.19)
Holder of SGC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 118173 (value 1457073; 0.01% of shares outstanding; change 0.00)
Holder of SGC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 423572 (value 5222642; 0.03% of shares outstanding; change 0.00)
Holder of SGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 272182 (value 3481207; 0.02% of shares outstanding; change 0.02)
Holder of SGC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 314762 (value 4035248; 0.02% of shares outstanding; change 0.00)
Holder of SGC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 214092 (value 2639754; 0.01% of shares outstanding; change 0.01)
Holder of SGC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 99407 (value 1225688; 0.01% of shares outstanding; change 0.00)
Holder of SGC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 101078 (value 1246291; 0.01% of shares outstanding; change 0.01)
Holder of SGC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 111751 (value 1377889; 0.01% of shares outstanding; change 0.01)
Holder of SGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 261513 (value 3386593; 0.02% of shares outstanding; change -0.04)
Holder of SGC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 314762 (value 4076167; 0.02% of shares outstanding; change 0.00)
Holder of SGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 264004 (value 3255169; 0.02% of shares outstanding; change 0.01)
Holder of SGC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 314762 (value 3881015; 0.02% of shares outstanding; change 0.00)
Holder of SGD.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 7067559 (value 105942707; 0.04% of shares outstanding; change 0.15)
Holder of SGD.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 1545450 (value 19101761; 0.01% of shares outstanding; change 0.00)
Holder of SGD.TO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2026-03-31: 323200 (value 4460160; 0.00% of shares outstanding; change 1.00)
Holder of SGD.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 4790010 (value 66102138; 0.03% of shares outstanding; change -0.32)
Holder of SGD.TO: -T. Rowe Price Natural Resources ETF
Shares held as of 2026-03-31: 57482 (value 861655; 0.00% of shares outstanding; change 5.07)
Holder of SGD.TO: ALLSPRING FUNDS TRUST-Allspring Precious Metals Fund
Shares held as of 2026-03-31: 1050000 (value 15739499; 0.01% of shares outstanding; change 0.00)
Holder of SGD.TO: Gabelli Gold Fund, Inc.-Gabelli Gold Fund Inc
Shares held as of 2026-03-31: 475000 (value 5870999; 0.00% of shares outstanding; change 0.00)
Holder of SGD.TO: John Hancock Investment Trust-Diversified Real Assets Fund
Shares held as of 2026-03-31: 45000 (value 674549; 0.00% of shares outstanding; change 0.29)
Holder of SGD.TO: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 772294 (value 10657657; 0.00% of shares outstanding; change 1.00)
Holder of SGD.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 1362800 (value 16844207; 0.01% of shares outstanding; change 1.00)
Holder of SGD.TO: T. ROWE PRICE NEW ERA FUND, INC.-T. Rowe Price New Era Fund
Shares held as of 2026-03-31: 834869 (value 11521192; 0.00% of shares outstanding; change -0.23)
Holder of SGD.TO: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 2815595 (value 38855211; 0.02% of shares outstanding; change -0.30)
Holder of SGD.TO: VanEck Funds-International Investors Gold Fund
Shares held as of 2026-03-31: 2462000 (value 33975600; 0.01% of shares outstanding; change 0.00)
Holder of SGD.TO: VanEck VIP Trust-VanEck VIP Global Gold Fund
Shares held as of 2026-03-31: 246700 (value 3698032; 0.00% of shares outstanding; change 0.00)
Holder of SGD.TO: ALLSPRING FUNDS TRUST-Allspring Precious Metals Fund
Shares held as of 2026-04-30: 1050000 (value 13639499; 0.01% of shares outstanding; change 0.00)
Holder of SGD.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 1545450 (value 21327210; 0.01% of shares outstanding; change 0.00)
Holder of SGD.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 1768700 (value 24408060; 0.01% of shares outstanding; change 0.30)
Holder of SGD.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 3093483 (value 46371309; 0.02% of shares outstanding; change -0.02)
Holder of SGD.TO: ALLSPRING FUNDS TRUST-Allspring Precious Metals Fund
Shares held as of 2026-05-31: 950000 (value 13110000; 0.01% of shares outstanding; change -0.10)
Holder of SGD.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 3027301 (value 41746480; 0.02% of shares outstanding; change -0.02)
Holder of SGD.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 3074349 (value 42426016; 0.02% of shares outstanding; change 0.02)
Holder of SGE.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 9022358 (value 8188691900; 0.01% of shares outstanding; change 0.02)
Holder of SGE.L: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-01-31: 11930017 (value 9617979851; 0.01% of shares outstanding; change 0.12)
Holder of SGE.L: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Intl Research Enhanced Eqy. ETF
Shares held as of 2026-01-31: 2979650 (value 2402193866; 0.00% of shares outstanding; change 0.17)
Holder of SGE.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13969655 (value 11262336031; 0.02% of shares outstanding; change 0.01)
Holder of SGE.L: BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund
Shares held as of 2026-02-28: 6326600 (value 5429488197; 0.01% of shares outstanding; change -0.12)
Holder of SGE.L: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 8748460 (value 7507928478; 0.01% of shares outstanding; change -0.01)
Holder of SGE.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 3511939 (value 3187435750; 0.00% of shares outstanding; change 0.00)
Holder of SGE.L: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 13979707 (value 11589177103; 0.02% of shares outstanding; change 0.00)
Holder of SGE.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9075791 (value 7788843946; 0.01% of shares outstanding; change 0.01)
Holder of SGE.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 3552407 (value 2863950566; 0.00% of shares outstanding; change 0.01)
Holder of SGE.L: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-04-30: 11811354 (value 10136504146; 0.01% of shares outstanding; change -0.01)
Holder of SGE.L: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Intl Research Enhanced Eqy. ETF
Shares held as of 2026-04-30: 3973836 (value 3410346103; 0.00% of shares outstanding; change 0.33)
Holder of SGE.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13741594 (value 11793036138; 0.02% of shares outstanding; change -0.02)
Holder of SGE.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 6817764 (value 5496481420; 0.01% of shares outstanding; change 0.00)
Holder of SGE.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3319968 (value 2676558242; 0.00% of shares outstanding; change 0.00)
Holder of SGE.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3590765 (value 3081594566; 0.00% of shares outstanding; change 0.01)
Holder of SGE.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 6864694 (value 5891280474; 0.01% of shares outstanding; change 0.01)
Holder of SGE.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3319968 (value 2849196578; 0.00% of shares outstanding; change 0.00)
Holder of SGE.L: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 4894286 (value 4200276304; 0.01% of shares outstanding; change -0.65)
Holder of SGHC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 924038 (value 11957051; 0.00% of shares outstanding; change 0.00)
Holder of SGHC: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2025-12-31: 1120247 (value 13947074; 0.00% of shares outstanding; change -0.06)
Holder of SGHC: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2025-12-31: 1268500 (value 15792824; 0.00% of shares outstanding; change 1.00)
Holder of SGHC: AIM Intl Mutual Fd.s -Invesco Intl Growth Fd.
Shares held as of 2026-01-31: 3304514 (value 45024003; 0.01% of shares outstanding; change 1.27)
Holder of SGHC: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 611410 (value 8330461; 0.00% of shares outstanding; change -0.02)
Holder of SGHC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1562193 (value 21284879; 0.00% of shares outstanding; change 0.01)
Holder of SGHC: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 789386 (value 11335582; 0.00% of shares outstanding; change 0.01)
Holder of SGHC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1032613 (value 14828322; 0.00% of shares outstanding; change 0.12)
Holder of SGHC: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2026-03-31: 1044858 (value 15004160; 0.00% of shares outstanding; change -0.07)
Holder of SGHC: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2026-03-31: 1342200 (value 19273991; 0.00% of shares outstanding; change 0.06)
Holder of SGHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3900114 (value 48556418; 0.01% of shares outstanding; change 0.00)
Holder of SGHC: AIM Intl Mutual Fd.s -Invesco Intl Growth Fd.
Shares held as of 2026-04-30: 2140150 (value 30732553; 0.00% of shares outstanding; change -0.35)
Holder of SGHC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 4077927 (value 52768373; 0.01% of shares outstanding; change 0.00)
Holder of SGHC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1577605 (value 22654407; 0.00% of shares outstanding; change 0.01)
Holder of SGHC: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 772710 (value 11096115; 0.00% of shares outstanding; change 0.26)
Holder of SGHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3768059 (value 51339803; 0.01% of shares outstanding; change -0.03)
Holder of SGHC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1306069 (value 17795190; 0.00% of shares outstanding; change 0.01)
Holder of SGHC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 4249463 (value 57898933; 0.01% of shares outstanding; change 0.04)
Holder of SGHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3803887 (value 54623816; 0.01% of shares outstanding; change 0.01)
Holder of SGHC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1303509 (value 18718388; 0.00% of shares outstanding; change 0.00)
Holder of SGHC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4237621 (value 60852236; 0.01% of shares outstanding; change 0.00)
Holder of SGHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 356958 (value 1734815; 0.01% of shares outstanding; change 0.06)
Holder of SGHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1053900 (value 5121954; 0.02% of shares outstanding; change 0.00)
Holder of SGHT: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 105887 (value 471197; 0.00% of shares outstanding; change 1.00)
Holder of SGHT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 408234 (value 2192216; 0.01% of shares outstanding; change 0.01)
Holder of SGHT: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 166141 (value 815752; 0.00% of shares outstanding; change 0.01)
Holder of SGHT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 206545 (value 1014135; 0.00% of shares outstanding; change 0.02)
Holder of SGHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 194674 (value 866299; 0.00% of shares outstanding; change 0.16)
Holder of SGHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 363358 (value 1784087; 0.01% of shares outstanding; change 0.02)
Holder of SGHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1053900 (value 5174648; 0.02% of shares outstanding; change 0.00)
Holder of SGHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1020758 (value 4960884; 0.02% of shares outstanding; change 0.02)
Holder of SGHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 192370 (value 1033026; 0.00% of shares outstanding; change -0.01)
Holder of SGHT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 414249 (value 2033962; 0.01% of shares outstanding; change 0.01)
Holder of SGHT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 105994 (value 569187; 0.00% of shares outstanding; change 0.01)
Holder of SGHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 980806 (value 5266928; 0.02% of shares outstanding; change -0.04)
Holder of SGHT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 343567 (value 1844954; 0.01% of shares outstanding; change 0.00)
Holder of SGHT: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 209506 (value 1125047; 0.00% of shares outstanding; change 0.02)
Holder of SGHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 177218 (value 870140; 0.00% of shares outstanding; change -0.08)
Holder of SGHT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 107898 (value 529779; 0.00% of shares outstanding; change 0.02)
Holder of SGHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 990134 (value 4861557; 0.02% of shares outstanding; change 0.01)
Holder of SGHT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 340023 (value 1669512; 0.01% of shares outstanding; change -0.01)
Holder of SGHT: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 217090 (value 1065911; 0.00% of shares outstanding; change 0.04)
Holder of SGI: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 2722545 (value 192783404; 0.01% of shares outstanding; change -0.06)
Holder of SGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2261721 (value 160152458; 0.01% of shares outstanding; change 0.01)
Holder of SGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2174345 (value 153965364; 0.01% of shares outstanding; change -0.04)
Holder of SGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4524983 (value 320414035; 0.02% of shares outstanding; change -0.04)
Holder of SGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6281937 (value 444823943; 0.03% of shares outstanding; change 0.00)
Holder of SGI: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1885081 (value 139552544; 0.01% of shares outstanding; change 0.25)
Holder of SGI: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 2384744 (value 162186444; 0.01% of shares outstanding; change 0.33)
Holder of SGI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 3217520 (value 218823542; 0.02% of shares outstanding; change 126.55)
Holder of SGI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 2671041 (value 181657504; 0.01% of shares outstanding; change -0.08)
Holder of SGI: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 2446715 (value 175086919; 0.01% of shares outstanding; change -0.10)
Holder of SGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2343098 (value 167672087; 0.01% of shares outstanding; change 0.04)
Holder of SGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2194104 (value 157010076; 0.01% of shares outstanding; change 0.01)
Holder of SGI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4598282 (value 329053048; 0.02% of shares outstanding; change 0.02)
Holder of SGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6343521 (value 453942347; 0.03% of shares outstanding; change 0.01)
Holder of SGI: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 2384744 (value 173442439; 0.01% of shares outstanding; change 0.00)
Holder of SGI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 3411208 (value 252531724; 0.02% of shares outstanding; change 0.06)
Holder of SGI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 2961189 (value 219216818; 0.01% of shares outstanding; change 0.11)
Holder of SGI: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2076893 (value 148622458; 0.01% of shares outstanding; change 0.10)
Holder of SGI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 7090321 (value 532483096; 0.03% of shares outstanding; change 0.02)
Holder of SGI: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 2600144 (value 186066298; 0.01% of shares outstanding; change 0.09)
Holder of SGI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 3411208 (value 244106036; 0.02% of shares outstanding; change 0.00)
Holder of SGI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2961189 (value 211902677; 0.01% of shares outstanding; change 0.00)
Holder of SGI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 7121060 (value 509583036; 0.03% of shares outstanding; change 0.00)
Holder of SGL.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 503135 (value 2591145; 0.00% of shares outstanding; change 0.00)
Holder of SGL.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 134755 (value 693988; 0.00% of shares outstanding; change -0.23)
Holder of SGL.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 54090 (value 278563; 0.00% of shares outstanding; change -0.07)
Holder of SGL.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 101673 (value 523615; 0.00% of shares outstanding; change -0.25)
Holder of SGL.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 155359 (value 800098; 0.00% of shares outstanding; change -0.25)
Holder of SGL.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 586748 (value 3021752; 0.00% of shares outstanding; change -0.25)
Holder of SGL.DE: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 125281 (value 489848; 0.00% of shares outstanding; change -0.01)