speb/financial-data huggingface dataset:
Holder of OPLN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3406074 (value 133926828; 0.03% of shares outstanding; change 0.01)
Holder of OPLN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2576844 (value 98177752; 0.02% of shares outstanding; change 0.01)
Holder of OPLN: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 1804067 (value 70935913; 0.02% of shares outstanding; change 0.00)
Holder of OPLN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1272304 (value 50026992; 0.01% of shares outstanding; change 0.01)
Holder of OPLN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1039002 (value 40853558; 0.01% of shares outstanding; change 0.01)
Holder of OPLN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 972066 (value 37006552; 0.01% of shares outstanding; change 0.01)
Holder of OPLN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6510486 (value 247854200; 0.06% of shares outstanding; change 0.02)
Holder of OPLN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2484063 (value 96182922; 0.02% of shares outstanding; change -0.04)
Holder of OPLN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 975349 (value 38906671; 0.01% of shares outstanding; change 0.00)
Holder of OPLN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6441126 (value 253265072; 0.06% of shares outstanding; change -0.01)
Holder of OPLN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2514418 (value 98866914; 0.02% of shares outstanding; change 0.01)
Holder of OPLN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 969804 (value 38132692; 0.01% of shares outstanding; change -0.01)
Holder of OPP: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 164 (value 1239; 0.00% of shares outstanding; change 1.00)
Holder of OPP: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 164 (value 1256; 0.00% of shares outstanding; change 1.00)
Holder of OPP: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 369 (value 2826; 0.00% of shares outstanding; change 1.00)
Holder of OPP: 360 Funds-Timber Point Alternative Income Fund
Shares held as of 2026-03-31: 20028 (value 153214; 0.00% of shares outstanding; change 0.00)
Holder of OPP: ADVISORS' INNER CIRCLE III-First Foundation Fixed Income Fund
Shares held as of 2026-03-31: 61339 (value 469243; 0.00% of shares outstanding; change 0.00)
Holder of OPP: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 112 (value 856; 0.00% of shares outstanding; change -0.32)
Holder of OPP: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 303 (value 2317; 0.00% of shares outstanding; change -0.18)
Holder of OPRA: FRANK FUNDS-Frank Value Fund
Shares held as of 2025-12-31: 69648 (value 1307989; 0.00% of shares outstanding; change 0.04)
Holder of OPRA: -YieldMax Crypto Industry & Tech Portfolio Option Income ETF
Shares held as of 2026-01-31: 424311 (value 7858239; 0.00% of shares outstanding; change -0.29)
Holder of OPRA: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 39833 (value 736113; 0.00% of shares outstanding; change 0.10)
Holder of OPRA: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 970000 (value 18216600; 0.01% of shares outstanding; change 0.07)
Holder of OPRA: American Century Capital Portfolios, Inc.-Small Cap Dividend Fund
Shares held as of 2026-03-31: 58104 (value 1073761; 0.00% of shares outstanding; change 0.03)
Holder of OPRA: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 970000 (value 17925599; 0.01% of shares outstanding; change 0.07)
Holder of OPRA: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 2044515 (value 37782636; 0.02% of shares outstanding; change -0.04)
Holder of OPRA: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 198520 (value 3668649; 0.00% of shares outstanding; change 0.36)
Holder of OPRA: FRANK FUNDS-Frank Value Fund
Shares held as of 2026-03-31: 71093 (value 1313798; 0.00% of shares outstanding; change 0.02)
Holder of OPRA: RBB Fund Trust-Penn Capital Special Situations Small Cap Equity Fund
Shares held as of 2026-03-31: 38916 (value 730842; 0.00% of shares outstanding; change 0.09)
Holder of OPRA: SCHWAB STRATEGIC TRUST-Schwab Crypto Thematic ETF
Shares held as of 2026-03-31: 174621 (value 3226996; 0.00% of shares outstanding; change -0.15)
Holder of OPRA: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-03-31: 40000 (value 726800; 0.00% of shares outstanding; change 0.18)
Holder of OPRA: -YieldMax Crypto Industry & Tech Portfolio Option Income ETF
Shares held as of 2026-04-30: 412286 (value 7619045; 0.00% of shares outstanding; change -0.03)
Holder of OPRA: RBB Fund Trust-Penn Capital Special Situations Small Cap Equity Fund
Shares held as of 2026-04-30: 46639 (value 863754; 0.00% of shares outstanding; change 0.20)
Holder of OPRA: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-04-30: 40000 (value 740800; 0.00% of shares outstanding; change 0.00)
Holder of OPRA: RBB Fund Trust-Penn Capital Special Situations Small Cap Equity Fund
Shares held as of 2026-05-31: 46639 (value 861888; 0.00% of shares outstanding; change 0.00)
Holder of OPRA: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-05-31: 40000 (value 739199; 0.00% of shares outstanding; change 0.00)
Holder of OPRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 440422 (value 2387087; 0.01% of shares outstanding; change -0.01)
Holder of OPRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1100618 (value 5965349; 0.02% of shares outstanding; change 0.00)
Holder of OPRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 190039 (value 1041413; 0.00% of shares outstanding; change 0.04)
Holder of OPRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 203402 (value 1114642; 0.00% of shares outstanding; change 0.00)
Holder of OPRT: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-01-31: 197288 (value 1018006; 0.00% of shares outstanding; change 5.60)
Holder of OPRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 394527 (value 2162007; 0.01% of shares outstanding; change 0.01)
Holder of OPRT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 200015 (value 1096082; 0.00% of shares outstanding; change 0.03)
Holder of OPRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 461653 (value 2580640; 0.01% of shares outstanding; change 0.05)
Holder of OPRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1132000 (value 6327880; 0.02% of shares outstanding; change 0.03)
Holder of OPRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1021695 (value 5537586; 0.02% of shares outstanding; change 0.02)
Holder of OPRT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 355454 (value 1926560; 0.01% of shares outstanding; change 0.00)
Holder of OPRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 420534 (value 1997536; 0.01% of shares outstanding; change 0.28)
Holder of OPRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 219800 (value 1228682; 0.00% of shares outstanding; change 0.08)
Holder of OPRT: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 215540 (value 1204868; 0.00% of shares outstanding; change 0.19)
Holder of OPRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 399125 (value 2231108; 0.01% of shares outstanding; change 0.01)
Holder of OPRT: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-04-30: 281766 (value 1575071; 0.01% of shares outstanding; change 0.43)
Holder of OPRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 981743 (value 5379951; 0.02% of shares outstanding; change -0.04)
Holder of OPRT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 351389 (value 1925611; 0.01% of shares outstanding; change -0.01)
Holder of OPRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 544588 (value 2984342; 0.01% of shares outstanding; change 0.30)
Holder of OPRT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 204240 (value 1141701; 0.00% of shares outstanding; change 0.12)
Holder of OPRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 991071 (value 5540087; 0.02% of shares outstanding; change 0.01)
Holder of OPRT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 354370 (value 1980928; 0.01% of shares outstanding; change 0.01)
Holder of OPRT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 677329 (value 3786269; 0.01% of shares outstanding; change 0.24)
Holder of OPRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 177060 (value 918941; 0.01% of shares outstanding; change -0.02)
Holder of OPRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 494252 (value 2565167; 0.04% of shares outstanding; change 0.00)
Holder of OPRX: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 645308 (value 3007135; 0.05% of shares outstanding; change 0.33)
Holder of OPRX: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 181120 (value 844019; 0.02% of shares outstanding; change 1.00)
Holder of OPRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 155311 (value 723749; 0.01% of shares outstanding; change 0.01)
Holder of OPRX: Clearwater Investment Trust-Clearwater Select Equity Fund
Shares held as of 2026-03-31: 134256 (value 837757; 0.01% of shares outstanding; change 0.06)
Holder of OPRX: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 457111 (value 2852372; 0.04% of shares outstanding; change 0.23)
Holder of OPRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 177060 (value 1104854; 0.01% of shares outstanding; change 0.00)
Holder of OPRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 494252 (value 3084132; 0.04% of shares outstanding; change 0.00)
Holder of OPRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 396795 (value 2059366; 0.03% of shares outstanding; change 0.02)
Holder of OPRX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 131811 (value 822500; 0.01% of shares outstanding; change 28.32)
Holder of OPRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 157586 (value 983336; 0.01% of shares outstanding; change 0.01)
Holder of OPRX: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-04-30: 283102 (value 1893952; 0.02% of shares outstanding; change 0.19)
Holder of OPRX: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 167233 (value 1043533; 0.01% of shares outstanding; change -0.08)
Holder of OPRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 381359 (value 1777132; 0.03% of shares outstanding; change -0.04)
Holder of OPRX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 132198 (value 616042; 0.01% of shares outstanding; change 0.00)
Holder of OPRX: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-05-31: 309102 (value 1928796; 0.03% of shares outstanding; change 0.09)
Holder of OPRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 384963 (value 2402169; 0.03% of shares outstanding; change 0.01)
Holder of OPRX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 130838 (value 816429; 0.01% of shares outstanding; change -0.01)
Holder of OPTT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1844139 (value 694871; 0.04% of shares outstanding; change 0.00)
Holder of OPTT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3804077 (value 1433376; 0.07% of shares outstanding; change 0.00)
Holder of OPTT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 85395 (value 32176; 0.00% of shares outstanding; change 0.00)
Holder of OPTT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 130662 (value 49233; 0.00% of shares outstanding; change 0.00)
Holder of OPTT: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 50000 (value 13819; 0.00% of shares outstanding; change 0.00)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1146822 (value 334069; 0.02% of shares outstanding; change -0.17)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 281682 (value 82053; 0.01% of shares outstanding; change 0.09)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 322791 (value 94029; 0.01% of shares outstanding; change 0.00)
Holder of OPTT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2230257 (value 334538; 0.04% of shares outstanding; change 0.21)
Holder of OPTT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6132208 (value 919831; 0.12% of shares outstanding; change 0.61)
Holder of OPTT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 85395 (value 12809; 0.00% of shares outstanding; change 0.00)
Holder of OPTT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 130662 (value 19599; 0.00% of shares outstanding; change 0.00)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1142649 (value 315828; 0.02% of shares outstanding; change 0.00)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 281682 (value 77856; 0.01% of shares outstanding; change 0.00)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 322791 (value 89219; 0.01% of shares outstanding; change 0.00)
Holder of OPTT: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 50000 (value 7500; 0.00% of shares outstanding; change 0.00)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1115627 (value 167344; 0.02% of shares outstanding; change -0.02)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 281682 (value 42252; 0.01% of shares outstanding; change 0.00)
Holder of OPTT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 322791 (value 48418; 0.01% of shares outstanding; change 0.00)
Holder of OPTU: LOOMIS SAYLES FUNDS II-Loomis Sayles Strategic Income Fund
Shares held as of 2025-12-31: 1317588 (value 867236; 0.00% of shares outstanding; change 0.00)
Holder of OPTU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2961406 (value 1949197; 0.01% of shares outstanding; change 0.03)
Holder of OPTU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5837050 (value 3841946; 0.01% of shares outstanding; change -0.04)
Holder of OPTU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3758253 (value 2473682; 0.01% of shares outstanding; change -0.03)
Holder of OPTU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8372524 (value 5510795; 0.02% of shares outstanding; change 0.00)
Holder of OPTU: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Large Company Index Fund
Shares held as of 2026-01-31: 1669938 (value 2209327; 0.00% of shares outstanding; change 0.54)
Holder of OPTU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2537401 (value 3356981; 0.01% of shares outstanding; change 0.00)
Holder of OPTU: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Large Company ETF
Shares held as of 2026-02-28: 3493768 (value 2816675; 0.01% of shares outstanding; change 0.59)
Holder of OPTU: LOOMIS SAYLES FUNDS II-Loomis Sayles Strategic Income Fund
Shares held as of 2026-03-31: 1317588 (value 1743168; 0.00% of shares outstanding; change 0.00)
Holder of OPTU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2930388 (value 2362478; 0.01% of shares outstanding; change -0.01)
Holder of OPTU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2969086 (value 2393677; 0.01% of shares outstanding; change -0.49)
Holder of OPTU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1898201 (value 1530329; 0.00% of shares outstanding; change -0.49)
Holder of OPTU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8372524 (value 6749929; 0.02% of shares outstanding; change 0.00)
Holder of OPTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 6442136 (value 4240214; 0.01% of shares outstanding; change -0.01)
Holder of OPTU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1913448 (value 1259431; 0.00% of shares outstanding; change 0.00)
Holder of OPTU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2558083 (value 2062326; 0.01% of shares outstanding; change 0.01)
Holder of OPTU: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Large Company Index Fund
Shares held as of 2026-04-30: 1406305 (value 1133763; 0.00% of shares outstanding; change -0.16)
Holder of OPTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6190166 (value 8189589; 0.01% of shares outstanding; change -0.04)
Holder of OPTU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1891608 (value 2502597; 0.00% of shares outstanding; change -0.01)
Holder of OPTU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1411080 (value 1137612; 0.00% of shares outstanding; change 0.10)
Holder of OPTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6248996 (value 5037940; 0.01% of shares outstanding; change 0.01)
Holder of OPTU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1907624 (value 1537926; 0.00% of shares outstanding; change 0.01)
Holder of OPTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 61891 (value 615815; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 969 (value 6831; 0.00% of shares outstanding; change -0.42)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 35407 (value 401869; 0.00% of shares outstanding; change 0.04)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 19932 (value 226228; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9537 (value 108244; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11970 (value 135859; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 68712 (value 484419; 0.00% of shares outstanding; change 0.11)
Holder of OPTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 15321 (value 173893; 0.00% of shares outstanding; change -0.11)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 35278 (value 396348; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 22286 (value 250383; 0.00% of shares outstanding; change 0.12)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9537 (value 107148; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11970 (value 134482; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 15422 (value 173266; 0.00% of shares outstanding; change 0.01)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 33233 (value 234292; 0.00% of shares outstanding; change -0.06)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 22286 (value 157116; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9537 (value 67235; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11970 (value 84388; 0.00% of shares outstanding; change 0.00)
Holder of OPTX: ProShares Trust-ProShares Nanotechnology ETF
Shares held as of 2026-05-31: 4579 (value 51445; 0.00% of shares outstanding; change 1.00)
Holder of OPTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 15220 (value 107301; 0.00% of shares outstanding; change -0.01)
Holder of OPTX: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 3232 (value 22785; 0.00% of shares outstanding; change 1.00)
Holder of OPTX: ProShares Trust-ProShares Nanotechnology ETF
Shares held as of 2026-06-30: 18331 (value 129233; 0.00% of shares outstanding; change 3.00)
Holder of OPTX: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 368 (value 2594; 0.00% of shares outstanding; change 1.00)
Holder of OPTX: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 290 (value 2172; 0.00% of shares outstanding; change 1.00)
Holder of OPXS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 63256 (value 718588; 0.01% of shares outstanding; change -0.03)
Holder of OPXS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 96857 (value 1100295; 0.01% of shares outstanding; change 0.71)
Holder of OPXS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 3264 (value 37079; 0.00% of shares outstanding; change 1.00)
Holder of OPXS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 3620 (value 45358; 0.00% of shares outstanding; change 1.78)
Holder of OPXS: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 11000 (value 122100; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 28717 (value 349485; 0.00% of shares outstanding; change -0.08)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8683 (value 105672; 0.00% of shares outstanding; change 0.06)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 10327 (value 125679; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 63256 (value 702141; 0.01% of shares outstanding; change 0.00)
Holder of OPXS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 132285 (value 1468363; 0.02% of shares outstanding; change 0.37)
Holder of OPXS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 3264 (value 39722; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 203404 (value 2257784; 0.03% of shares outstanding; change 0.54)
Holder of OPXS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 13839 (value 168420; 0.00% of shares outstanding; change -0.01)
Holder of OPXS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 4874 (value 54101; 0.00% of shares outstanding; change 0.35)
Holder of OPXS: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 5637 (value 62570; 0.00% of shares outstanding; change 6.49)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 28613 (value 358520; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3623 (value 45396; 0.00% of shares outstanding; change 0.37)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8683 (value 108797; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 10327 (value 129397; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 13930 (value 174542; 0.00% of shares outstanding; change 0.01)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 28613 (value 317604; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8683 (value 96381; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 10327 (value 114629; 0.00% of shares outstanding; change 0.00)
Holder of OPXS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 13748 (value 152602; 0.00% of shares outstanding; change -0.01)
Holder of OPY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 64371 (value 5900889; 0.01% of shares outstanding; change -0.06)
Holder of OPY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 300436 (value 27540967; 0.03% of shares outstanding; change 0.05)
Holder of OPY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 37205 (value 3621162; 0.00% of shares outstanding; change -0.16)
Holder of OPY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 54340 (value 6090970; 0.01% of shares outstanding; change -0.01)
Holder of OPY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 122758 (value 13759943; 0.01% of shares outstanding; change -0.09)
Holder of OPY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 68981 (value 7732080; 0.01% of shares outstanding; change 0.00)
Holder of OPY: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 76870 (value 7046672; 0.01% of shares outstanding; change 0.00)
Holder of OPY: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 61914 (value 6791346; 0.01% of shares outstanding; change 0.35)
Holder of OPY: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 46066 (value 5052979; 0.00% of shares outstanding; change 0.49)
Holder of OPY: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 76870 (value 8616358; 0.01% of shares outstanding; change 0.00)
Holder of OPY: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 75967 (value 8332820; 0.01% of shares outstanding; change 0.15)
Holder of OPY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 69266 (value 7597787; 0.01% of shares outstanding; change 0.08)
Holder of OPY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 312736 (value 34304012; 0.03% of shares outstanding; change 0.04)
Holder of OPY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 286309 (value 27866455; 0.03% of shares outstanding; change 0.07)
Holder of OPY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 49705 (value 5452141; 0.00% of shares outstanding; change -0.09)
Holder of OPY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 126222 (value 13845291; 0.01% of shares outstanding; change 0.03)
Holder of OPY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 69671 (value 7642212; 0.01% of shares outstanding; change 0.01)
Holder of OPY: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 76262 (value 8365178; 0.01% of shares outstanding; change -0.01)
Holder of OPY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 303375 (value 34005302; 0.03% of shares outstanding; change 0.06)
Holder of OPY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 314164 (value 34460649; 0.03% of shares outstanding; change 0.04)
Holder of OR: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 2765974 (value 93683536; 0.01% of shares outstanding; change -0.28)
Holder of OR: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2241665 (value 82964017; 0.01% of shares outstanding; change 0.04)
Holder of OR: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1768831 (value 59910304; 0.01% of shares outstanding; change -0.02)
Holder of OR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2321173 (value 85906608; 0.01% of shares outstanding; change -0.35)
Holder of OR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1777963 (value 60219604; 0.01% of shares outstanding; change 0.04)
Holder of OR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2774737 (value 89762737; 0.01% of shares outstanding; change 0.02)
Holder of OR: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 1953901 (value 57053910; 0.01% of shares outstanding; change -0.29)
Holder of OR: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 2694339 (value 78674700; 0.01% of shares outstanding; change -0.08)
Holder of OR: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1975666 (value 57689448; 0.01% of shares outstanding; change -0.12)
Holder of OR: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1588533 (value 46385164; 0.01% of shares outstanding; change -0.10)
Holder of OR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2317670 (value 67675965; 0.01% of shares outstanding; change 0.00)
Holder of OR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1822391 (value 53213818; 0.01% of shares outstanding; change 0.03)
Holder of OR: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 5883339 (value 199268685; 0.03% of shares outstanding; change 0.12)
Holder of OR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2771790 (value 80936270; 0.01% of shares outstanding; change 0.00)
Holder of OR: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 5078709 (value 172015868; 0.03% of shares outstanding; change 0.00)
Holder of OR: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 2854204 (value 96671886; 0.02% of shares outstanding; change -0.02)
Holder of OR: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 5754111 (value 162841336; 0.03% of shares outstanding; change 0.05)
Holder of OR: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 5015261 (value 146445625; 0.03% of shares outstanding; change -0.01)
Holder of OR: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 2793145 (value 81783287; 0.01% of shares outstanding; change -0.02)
Holder of OR: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 5609491 (value 163797141; 0.03% of shares outstanding; change -0.03)
Holder of OR: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 3091893 (value 90283277; 0.02% of shares outstanding; change 0.11)
Holder of OR.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 854223 (value 320760736; 0.00% of shares outstanding; change 0.17)
Holder of OR.PA: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 1238746 (value 467131124; 0.00% of shares outstanding; change 0.00)
Holder of OR.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1180710 (value 445245748; 0.00% of shares outstanding; change 0.02)
Holder of OR.PA: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 489959 (value 186674379; 0.00% of shares outstanding; change 0.01)
Holder of OR.PA: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 1125115 (value 428668815; 0.00% of shares outstanding; change 0.17)
Holder of OR.PA: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 876073 (value 333783813; 0.00% of shares outstanding; change -0.03)
Holder of OR.PA: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1008417 (value 384206877; 0.00% of shares outstanding; change 0.00)
Holder of OR.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 906506 (value 345378786; 0.00% of shares outstanding; change 0.06)
Holder of OR.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 556209 (value 209746417; 0.00% of shares outstanding; change 0.02)
Holder of OR.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1183538 (value 450927978; 0.00% of shares outstanding; change 0.00)
Holder of OR.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1711431 (value 645380640; 0.00% of shares outstanding; change 0.01)
Holder of OR.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 837235 (value 315721323; 0.00% of shares outstanding; change 0.01)
Holder of OR.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 565618 (value 215500458; 0.00% of shares outstanding; change 0.02)
Holder of OR.PA: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 436419 (value 166275639; 0.00% of shares outstanding; change 0.01)
Holder of OR.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1744756 (value 664752036; 0.00% of shares outstanding; change 0.02)
Holder of OR.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 857669 (value 326771889; 0.00% of shares outstanding; change 0.03)
Holder of OR.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 2765974 (value 137551885; 0.01% of shares outstanding; change -0.28)
Holder of OR.TO: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1768831 (value 87963964; 0.01% of shares outstanding; change -0.02)
Holder of OR.TO: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2321173 (value 115431932; 0.01% of shares outstanding; change -0.35)
Holder of OR.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1777963 (value 88418099; 0.01% of shares outstanding; change 0.04)
Holder of OR.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2774737 (value 127596282; 0.01% of shares outstanding; change 0.02)
Holder of OR.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 1953901 (value 80363950; 0.01% of shares outstanding; change -0.29)
Holder of OR.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 2694339 (value 110818165; 0.01% of shares outstanding; change -0.08)
Holder of OR.TO: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1975666 (value 81259144; 0.01% of shares outstanding; change -0.12)
Holder of OR.TO: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1588533 (value 65336363; 0.01% of shares outstanding; change -0.10)
Holder of OR.TO: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2317670 (value 95325769; 0.01% of shares outstanding; change 0.00)
Holder of OR.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1822391 (value 74954943; 0.01% of shares outstanding; change 0.03)
Holder of OR.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 5883339 (value 292578445; 0.03% of shares outstanding; change 0.12)
Holder of OR.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2771790 (value 114003725; 0.01% of shares outstanding; change 0.00)
Holder of OR.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 5078709 (value 252564196; 0.03% of shares outstanding; change 0.00)
Holder of OR.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 2854204 (value 141939563; 0.02% of shares outstanding; change -0.02)
Holder of OR.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 5754111 (value 228150509; 0.03% of shares outstanding; change 0.05)
Holder of OR.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 5015261 (value 206277690; 0.03% of shares outstanding; change -0.01)
Holder of OR.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 2793145 (value 115859653; 0.01% of shares outstanding; change -0.02)
Holder of OR.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 5609491 (value 230718370; 0.03% of shares outstanding; change -0.03)
Holder of OR.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 3091893 (value 127169562; 0.02% of shares outstanding; change 0.11)
Holder of ORA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 655288 (value 89925169; 0.01% of shares outstanding; change 0.01)
Holder of ORA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 739883 (value 101534140; 0.01% of shares outstanding; change -0.03)
Holder of ORA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1310858 (value 179889037; 0.02% of shares outstanding; change -0.04)
Holder of ORA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1817094 (value 249359801; 0.03% of shares outstanding; change -0.01)
Holder of ORA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 597534 (value 75665728; 0.01% of shares outstanding; change 0.01)
Holder of ORA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 677650 (value 67358411; 0.01% of shares outstanding; change 0.03)
Holder of ORA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 745016 (value 74054591; 0.01% of shares outstanding; change 0.01)
Holder of ORA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1332792 (value 132479526; 0.02% of shares outstanding; change 0.02)
Holder of ORA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1840374 (value 182933178; 0.03% of shares outstanding; change 0.01)
Holder of ORA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1492573 (value 204825786; 0.02% of shares outstanding; change 0.00)
Holder of ORA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 523931 (value 71899048; 0.01% of shares outstanding; change -0.01)
Holder of ORA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 603871 (value 60024778; 0.01% of shares outstanding; change 0.01)
Holder of ORA: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 660739 (value 92503460; 0.01% of shares outstanding; change 0.09)
Holder of ORA: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 459848 (value 64378720; 0.01% of shares outstanding; change 0.00)
Holder of ORA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2053116 (value 262141851; 0.03% of shares outstanding; change 0.02)
Holder of ORA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1436497 (value 181903611; 0.02% of shares outstanding; change -0.04)
Holder of ORA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 519536 (value 65788842; 0.01% of shares outstanding; change -0.01)
Holder of ORA: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 691471 (value 72397011; 0.01% of shares outstanding; change 0.05)
Holder of ORA: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 455360 (value 49984865; 0.01% of shares outstanding; change -0.01)
Holder of ORA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2062061 (value 204968866; 0.03% of shares outstanding; change 0.00)
Holder of ORA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1460079 (value 145131854; 0.02% of shares outstanding; change 0.02)
Holder of ORA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 528864 (value 52569082; 0.01% of shares outstanding; change 0.02)
Holder of ORA: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 753737 (value 74921458; 0.01% of shares outstanding; change 0.09)
Holder of ORA: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 472804 (value 46996718; 0.01% of shares outstanding; change 0.04)
Holder of ORA.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 19691973 (value 343329538; 0.01% of shares outstanding; change 0.02)
Holder of ORA.PA: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 8332434 (value 141651378; 0.00% of shares outstanding; change 0.05)
Holder of ORA.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 30524698 (value 518919866; 0.01% of shares outstanding; change 0.01)
Holder of ORA.PA: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 21885559 (value 347323818; 0.01% of shares outstanding; change 0.19)
Holder of ORA.PA: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 16808503 (value 266750940; 0.01% of shares outstanding; change 0.16)
Holder of ORA.PA: SIX CIRCLES TRUST-Six Circles International Unconstrained Equity Fund
Shares held as of 2026-03-31: 8472613 (value 134460367; 0.00% of shares outstanding; change -0.04)
Holder of ORA.PA: THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund
Shares held as of 2026-03-31: 72111380 (value 1144407592; 0.03% of shares outstanding; change 0.00)
Holder of ORA.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 20147292 (value 319737521; 0.01% of shares outstanding; change 0.02)
Holder of ORA.PA: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-04-30: 10033400 (value 170567800; 0.00% of shares outstanding; change 0.05)
Holder of ORA.PA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 10845060 (value 184366020; 0.00% of shares outstanding; change 0.29)
Holder of ORA.PA: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 9219282 (value 146310004; 0.00% of shares outstanding; change 0.11)
Holder of ORA.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 30461654 (value 483426445; 0.01% of shares outstanding; change 0.00)
Holder of ORA.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 13032618 (value 221554506; 0.00% of shares outstanding; change 0.01)
Holder of ORA.PA: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 10021100 (value 159034855; 0.00% of shares outstanding; change 0.00)
Holder of ORA.PA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 10845060 (value 172111100; 0.00% of shares outstanding; change 0.00)
Holder of ORA.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 13209898 (value 209641079; 0.01% of shares outstanding; change 0.01)
Holder of ORBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1636389 (value 1515787; 0.00% of shares outstanding; change 50.50)
Holder of ORBS: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 98373 (value 90690; 0.00% of shares outstanding; change 1.00)
Holder of ORBS: VANGUARD WORLD FUND-Vanguard Materials Index Fund
Shares held as of 2026-02-28: 233573 (value 141031; 0.00% of shares outstanding; change -0.03)
Holder of ORBS: FIDELITY COVINGTON TRUST-Fidelity MSCI Materials Index ETF
Shares held as of 2026-03-31: 28769 (value 25037; 0.00% of shares outstanding; change 0.03)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 902122 (value 785116; 0.00% of shares outstanding; change 0.14)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 104800 (value 91207; 0.00% of shares outstanding; change 0.00)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 252717 (value 219939; 0.00% of shares outstanding; change 0.09)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 292622 (value 254668; 0.00% of shares outstanding; change 0.00)
Holder of ORBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1863662 (value 1125279; 0.00% of shares outstanding; change 0.14)
Holder of ORBS: FIDELITY COVINGTON TRT-Fidelity MSCI Consumer Discretionary Index ETF
Shares held as of 2026-04-30: 84406 (value 77813; 0.00% of shares outstanding; change 1.00)
Holder of ORBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 898839 (value 828639; 0.00% of shares outstanding; change 0.00)