speb/financial-data huggingface dataset:
Holder of STZ: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 2071460 (value 290190823; 0.01% of shares outstanding; change -0.02)
Holder of STZ: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 3584968 (value 480600801; 0.02% of shares outstanding; change -0.17)
Holder of STZ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1816559 (value 258714329; 0.01% of shares outstanding; change 0.01)
Holder of STZ: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-05-31: 2018256 (value 270567394; 0.01% of shares outstanding; change -0.03)
Holder of STZ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1850343 (value 240840651; 0.01% of shares outstanding; change 0.02)
Holder of STZ: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2084138 (value 271271409; 0.01% of shares outstanding; change 0.00)
Holder of STZ: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 1932361 (value 251516114; 0.01% of shares outstanding; change -0.04)
Holder of STZ: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 3584968 (value 466619448; 0.02% of shares outstanding; change 0.00)
Holder of SU: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 25934279 (value 1617261654; 0.02% of shares outstanding; change -0.03)
Holder of SU: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 21668754 (value 1351263512; 0.02% of shares outstanding; change 0.00)
Holder of SU: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 11516514 (value 727267876; 0.01% of shares outstanding; change 0.02)
Holder of SU: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-01-31: 4021606 (value 226919115; 0.00% of shares outstanding; change -0.08)
Holder of SU: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 4101741 (value 231440732; 0.00% of shares outstanding; change -0.05)
Holder of SU: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-01-31: 4528816 (value 255538439; 0.00% of shares outstanding; change -0.04)
Holder of SU: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 17862274 (value 1007878796; 0.02% of shares outstanding; change 0.01)
Holder of SU: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 13676131 (value 900026147; 0.01% of shares outstanding; change -0.47)
Holder of SU: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 4681198 (value 292247192; 0.00% of shares outstanding; change 0.00)
Holder of SU: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 21087754 (value 1387785039; 0.02% of shares outstanding; change -0.03)
Holder of SU: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 5410234 (value 337382195; 0.00% of shares outstanding; change 0.02)
Holder of SU: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 6828372 (value 425817282; 0.01% of shares outstanding; change -0.04)
Holder of SU: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 11632584 (value 765540324; 0.01% of shares outstanding; change 0.01)
Holder of SU: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-04-30: 3651018 (value 240273485; 0.00% of shares outstanding; change -0.09)
Holder of SU: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 5656749 (value 319182058; 0.00% of shares outstanding; change 0.05)
Holder of SU: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 6811572 (value 384342944; 0.01% of shares outstanding; change 0.00)
Holder of SU: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 9586638 (value 630896623; 0.01% of shares outstanding; change 1.00)
Holder of SU: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 4285447 (value 282025256; 0.00% of shares outstanding; change 0.04)
Holder of SU: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-04-30: 3627816 (value 238746562; 0.00% of shares outstanding; change -0.20)
Holder of SU: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 17584668 (value 1157246958; 0.01% of shares outstanding; change -0.02)
Holder of SU: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 5787967 (value 380906094; 0.00% of shares outstanding; change 0.02)
Holder of SU: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 7059038 (value 464555273; 0.01% of shares outstanding; change 0.04)
Holder of SU.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5121235 (value 1385294067; 0.01% of shares outstanding; change 0.02)
Holder of SU.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7932124 (value 2217028658; 0.01% of shares outstanding; change 0.01)
Holder of SU.PA: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 2930361 (value 790171825; 0.01% of shares outstanding; change 0.02)
Holder of SU.PA: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 2425105 (value 653929548; 0.00% of shares outstanding; change -0.02)
Holder of SU.PA: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 2439910 (value 657921716; 0.00% of shares outstanding; change -0.04)
Holder of SU.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3601779 (value 971219685; 0.01% of shares outstanding; change 1.18)
Holder of SU.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5244654 (value 1414220919; 0.01% of shares outstanding; change 0.02)
Holder of SU.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2041066 (value 570477947; 0.00% of shares outstanding; change 0.01)
Holder of SU.PA: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-04-30: 2030300 (value 567468850; 0.00% of shares outstanding; change 0.00)
Holder of SU.PA: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 2295211 (value 620854575; 0.00% of shares outstanding; change 0.13)
Holder of SU.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7933641 (value 2139306247; 0.01% of shares outstanding; change 0.00)
Holder of SU.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3909558 (value 1092721461; 0.01% of shares outstanding; change 0.01)
Holder of SU.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2062601 (value 556180347; 0.00% of shares outstanding; change 0.01)
Holder of SU.PA: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 2027700 (value 546769292; 0.00% of shares outstanding; change 0.00)
Holder of SU.PA: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 2552451 (value 688268396; 0.00% of shares outstanding; change 0.11)
Holder of SU.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4007651 (value 1080663067; 0.01% of shares outstanding; change 0.03)
Holder of SU.TO: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 25934279 (value 2288700121; 0.02% of shares outstanding; change -0.03)
Holder of SU.TO: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 21668754 (value 1912267540; 0.02% of shares outstanding; change 0.00)
Holder of SU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 11516514 (value 1016332360; 0.01% of shares outstanding; change 0.02)
Holder of SU.TO: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-01-31: 4021606 (value 322492594; 0.00% of shares outstanding; change -0.08)
Holder of SU.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 4101741 (value 328918620; 0.00% of shares outstanding; change -0.05)
Holder of SU.TO: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-01-31: 4528816 (value 363165766; 0.00% of shares outstanding; change -0.04)
Holder of SU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 17862274 (value 1432375795; 0.02% of shares outstanding; change 0.01)
Holder of SU.TO: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 13676131 (value 1269828742; 0.01% of shares outstanding; change -0.47)
Holder of SU.TO: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 4681198 (value 409745255; 0.00% of shares outstanding; change 0.00)
Holder of SU.TO: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 21087754 (value 1957997926; 0.02% of shares outstanding; change -0.03)
Holder of SU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 5410234 (value 477453150; 0.00% of shares outstanding; change 0.02)
Holder of SU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 6828372 (value 602603829; 0.01% of shares outstanding; change -0.04)
Holder of SU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 11632584 (value 1080085406; 0.01% of shares outstanding; change 0.01)
Holder of SU.TO: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-04-30: 3651018 (value 338997015; 0.00% of shares outstanding; change -0.09)
Holder of SU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 5656749 (value 453614716; 0.00% of shares outstanding; change 0.05)
Holder of SU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 6811572 (value 546219975; 0.01% of shares outstanding; change 0.00)
Holder of SU.TO: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 9586638 (value 890119323; 0.01% of shares outstanding; change 1.00)
Holder of SU.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 4285447 (value 397903747; 0.00% of shares outstanding; change 0.04)
Holder of SU.TO: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-04-30: 3627816 (value 336842710; 0.00% of shares outstanding; change -0.20)
Holder of SU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 17584668 (value 1632736396; 0.01% of shares outstanding; change -0.02)
Holder of SU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 5787967 (value 537412727; 0.00% of shares outstanding; change 0.02)
Holder of SU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 7059038 (value 655431667; 0.01% of shares outstanding; change 0.04)
Holder of SUGP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 400 (value 354; 0.00% of shares outstanding; change 0.00)
Holder of SUGP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 400 (value 384; 0.00% of shares outstanding; change 0.00)
Holder of SUGP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 400 (value 192; 0.00% of shares outstanding; change 0.00)
Holder of SUI: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 1762681 (value 217973138; 0.01% of shares outstanding; change 0.00)
Holder of SUI: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 1560388 (value 192957585; 0.01% of shares outstanding; change -0.17)
Holder of SUI: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 1554259 (value 192199673; 0.01% of shares outstanding; change -0.08)
Holder of SUI: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 10948300 (value 1353866818; 0.09% of shares outstanding; change 0.00)
Holder of SUI: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1435387 (value 177499961; 0.01% of shares outstanding; change -0.13)
Holder of SUI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1582587 (value 195702714; 0.01% of shares outstanding; change 0.91)
Holder of SUI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2806138 (value 347007035; 0.02% of shares outstanding; change 0.89)
Holder of SUI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3895043 (value 481661031; 0.03% of shares outstanding; change -0.01)
Holder of SUI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4672239 (value 561836739; 0.04% of shares outstanding; change -0.01)
Holder of SUI: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 2021957 (value 246335025; 0.02% of shares outstanding; change 0.15)
Holder of SUI: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 1758441 (value 214230870; 0.01% of shares outstanding; change 0.13)
Holder of SUI: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 1797187 (value 218951295; 0.01% of shares outstanding; change 0.16)
Holder of SUI: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 10801900 (value 1315995496; 0.09% of shares outstanding; change -0.01)
Holder of SUI: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1430265 (value 174249187; 0.01% of shares outstanding; change 0.00)
Holder of SUI: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 3806525 (value 463748947; 0.03% of shares outstanding; change 0.17)
Holder of SUI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1588822 (value 193566187; 0.01% of shares outstanding; change 0.00)
Holder of SUI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2840545 (value 346063602; 0.02% of shares outstanding; change 0.01)
Holder of SUI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3904424 (value 475675983; 0.03% of shares outstanding; change 0.00)
Holder of SUI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4591358 (value 559365153; 0.04% of shares outstanding; change -0.02)
Holder of SUIG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 362405 (value 579848; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2497639 (value 3996222; 0.03% of shares outstanding; change 0.00)
Holder of SUIG: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 37008 (value 59212; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 46615 (value 74584; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 160406 (value 158801; 0.00% of shares outstanding; change 0.01)
Holder of SUIG: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 14200 (value 14058; 0.00% of shares outstanding; change -0.18)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 223902 (value 289953; 0.00% of shares outstanding; change 0.21)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 52855 (value 68447; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 51651 (value 66888; 0.00% of shares outstanding; change 0.08)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 55731 (value 72171; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 362405 (value 358780; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2497639 (value 2472662; 0.03% of shares outstanding; change 0.00)
Holder of SUIG: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 37008 (value 36637; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 46615 (value 46148; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 223087 (value 281089; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 52855 (value 66597; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 51651 (value 65080; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 55731 (value 70221; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 191775 (value 189857; 0.00% of shares outstanding; change -0.14)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 52855 (value 52326; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 51651 (value 51134; 0.00% of shares outstanding; change 0.00)
Holder of SUIG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 55731 (value 55173; 0.00% of shares outstanding; change 0.00)
Holder of SUJA: Brinker Capital Destinations TRT-Destinations Small-Mid Cap Eqy. Fd.
Shares held as of 2026-05-31: 9892 (value 102876; 0.00% of shares outstanding; change 1.00)
Holder of SUJA: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 29152 (value 271696; 0.00% of shares outstanding; change 1.00)
Holder of SUN: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-01-31: 729138 (value 47313764; 0.01% of shares outstanding; change 0.12)
Holder of SUN: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-01-31: 639132 (value 41473275; 0.00% of shares outstanding; change -0.28)
Holder of SUN: AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd.
Shares held as of 2026-02-28: 893961 (value 67234805; 0.01% of shares outstanding; change 0.00)
Holder of SUN: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 5854810 (value 440340254; 0.04% of shares outstanding; change 0.00)
Holder of SUN: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 1737652 (value 130688805; 0.01% of shares outstanding; change 0.00)
Holder of SUN: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 25169730 (value 1893015370; 0.18% of shares outstanding; change 0.03)
Holder of SUN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 1660000 (value 107717398; 0.01% of shares outstanding; change 0.04)
Holder of SUN: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 1522552 (value 112668848; 0.01% of shares outstanding; change -0.09)
Holder of SUN: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 672400 (value 43665657; 0.00% of shares outstanding; change 0.12)
Holder of SUN: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-04-30: 983027 (value 73933459; 0.01% of shares outstanding; change 0.35)
Holder of SUN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 1221900 (value 91899097; 0.01% of shares outstanding; change -0.26)
Holder of SUN: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-04-30: 1197405 (value 79058666; 0.01% of shares outstanding; change 0.00)
Holder of SUN: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 3181714 (value 210072671; 0.02% of shares outstanding; change -0.01)
Holder of SUN: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-04-30: 1102132 (value 82891346; 0.01% of shares outstanding; change 0.72)
Holder of SUN: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-05-31: 1205039 (value 90630982; 0.01% of shares outstanding; change 0.01)
Holder of SUN: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 2969966 (value 219777484; 0.02% of shares outstanding; change -0.07)
Holder of SUN: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 1372532 (value 103228130; 0.01% of shares outstanding; change -0.10)
Holder of SUN: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 3002020 (value 225781921; 0.02% of shares outstanding; change 0.01)
Holder of SUN.AX: Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund
Shares held as of 2024-09-30: 10870760 (value 208066339; 0.01% of shares outstanding; change 0.02)
Holder of SUN.AX: DFA International Value Series
Shares held as of 2024-10-31: 3202748 (value 61300594; 0.00% of shares outstanding; change -0.07)
Holder of SUN.AX: JP Morgan ETF Tr-BetaBuilders Developed Asia ex-Japan ETF
Shares held as of 2024-10-31: 3237914 (value 61973671; 0.00% of shares outstanding; change -0.01)
Holder of SUN.AX: Vanguard International Stock Index-Total Intl Stock Indx
Shares held as of 2024-10-31: 17743767 (value 339615689; 0.01% of shares outstanding; change 0.00)
Holder of SUN.AX: Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund
Shares held as of 2024-10-31: 2530894 (value 48441309; 0.00% of shares outstanding; change 0.01)
Holder of SUN.AX: Schwab Strategic Tr-Schwab International Equity ETF
Shares held as of 2024-11-30: 2512459 (value 48088463; 0.00% of shares outstanding; change 0.03)
Holder of SUN.AX: iShares Core MSCI EAFE ETF
Shares held as of 2024-11-30: 7868762 (value 150608099; 0.01% of shares outstanding; change 0.01)
Holder of SUN.AX: iShares MSCI Eafe ETF
Shares held as of 2024-11-30: 4198484 (value 80358981; 0.00% of shares outstanding; change 0.00)
Holder of SUN.AX: iShares MSCI Eafe Value ETF
Shares held as of 2024-11-30: 2935084 (value 56177505; 0.00% of shares outstanding; change 0.02)
Holder of SUN.AX: Fidelity International Index Fund
Shares held as of 2024-12-31: 4003337 (value 76623867; 0.00% of shares outstanding; change 0.00)
Holder of SUNB: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 13623800 (value 1030912921; 0.03% of shares outstanding; change 1.00)
Holder of SUNB: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 26496300 (value 2004974972; 0.06% of shares outstanding; change 1.00)
Holder of SUNB: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 4715509 (value 346165532; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1531753 (value 119553326; 0.00% of shares outstanding; change 1.00)
Holder of SUNB: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 5313265 (value 402054752; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: SEQUOIA FUND INC
Shares held as of 2026-03-31: 2179199 (value 170086488; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 6021182 (value 455622830; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2928727 (value 219654815; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 1582436 (value 123509134; 0.00% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8986102 (value 679978321; 0.02% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13205408 (value 999253199; 0.03% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1924643 (value 150218392; 0.00% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4004023 (value 302984413; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD WELLESLEY INCOME FUND
Shares held as of 2026-03-31: 2682661 (value 218529562; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 3875870 (value 293287075; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 6061544 (value 458677023; 0.01% of shares outstanding; change 1.00)
Holder of SUNB: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2998660 (value 224899797; 0.01% of shares outstanding; change 0.00)
Holder of SUNB: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3019330 (value 228472695; 0.01% of shares outstanding; change 0.01)
Holder of SUNB.L: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 13623800 (value 77219698400; 0.03% of shares outstanding; change 1.00)
Holder of SUNB.L: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 26496300 (value 150181028400; 0.06% of shares outstanding; change 1.00)
Holder of SUNB.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 4715509 (value 25963592554; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 5313265 (value 30115586020; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: SEQUOIA FUND INC
Shares held as of 2026-03-31: 2179199 (value 12447584688; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 6021182 (value 34128059576; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2928727 (value 16717173716; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8986102 (value 50933226136; 0.02% of shares outstanding; change 1.00)
Holder of SUNB.L: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13205408 (value 74848252544; 0.03% of shares outstanding; change 1.00)
Holder of SUNB.L: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1924643 (value 10993560816; 0.00% of shares outstanding; change 1.00)
Holder of SUNB.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4004023 (value 22694802364; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: VANGUARD WELLESLEY INCOME FUND
Shares held as of 2026-03-31: 2682661 (value 15323359632; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 3875870 (value 21968431160; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 6061544 (value 34356831392; 0.01% of shares outstanding; change 1.00)
Holder of SUNB.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2998660 (value 17116351280; 0.01% of shares outstanding; change 0.00)
Holder of SUNB.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3019330 (value 17113562440; 0.01% of shares outstanding; change 0.01)
Holder of SUNC: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 199344 (value 12835760; 0.00% of shares outstanding; change 1.00)
Holder of SUNC: AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd.
Shares held as of 2026-02-28: 437580 (value 33382978; 0.01% of shares outstanding; change 0.00)
Holder of SUNC: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-02-28: 460000 (value 34246998; 0.01% of shares outstanding; change 0.12)
Holder of SUNC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1517013 (value 97680466; 0.03% of shares outstanding; change 0.00)
Holder of SUNC: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-02-28: 280328 (value 18050319; 0.01% of shares outstanding; change 0.00)
Holder of SUNC: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 715349 (value 53257730; 0.01% of shares outstanding; change 0.12)
Holder of SUNC: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 271661 (value 20725017; 0.01% of shares outstanding; change 1.00)
Holder of SUNC: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 1060534 (value 69295287; 0.02% of shares outstanding; change -0.03)
Holder of SUNC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 478625 (value 31890782; 0.01% of shares outstanding; change 1.00)
Holder of SUNC: JANUS INVESTMENT FUND-Janus Henderson Multi-Sector Income Fund
Shares held as of 2026-03-31: 230579 (value 17590872; 0.00% of shares outstanding; change 1.00)
Holder of SUNC: NXG Cushing Midstream Energy Fund
Shares held as of 2026-03-31: 200000 (value 13894000; 0.00% of shares outstanding; change 0.00)
Holder of SUNC: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 199344 (value 14841160; 0.00% of shares outstanding; change 0.00)
Holder of SUNC: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 365761 (value 23551350; 0.01% of shares outstanding; change -0.66)
Holder of SUNC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1510393 (value 115227883; 0.03% of shares outstanding; change 0.00)
Holder of SUNC: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-04-30: 280328 (value 21386223; 0.01% of shares outstanding; change 0.00)
Holder of SUNC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 507212 (value 32659380; 0.01% of shares outstanding; change 0.06)
Holder of SUNC: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-05-31: 460000 (value 35093400; 0.01% of shares outstanding; change 0.00)
Holder of SUNC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 729300 (value 55638297; 0.01% of shares outstanding; change 7.35)
Holder of SUNC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 507212 (value 38695203; 0.01% of shares outstanding; change 0.00)
Holder of SUNC: First TRT Exch-Trd Fd. VIII-FT Energy Income Part. Enhanced Income ETF
Shares held as of 2026-05-31: 216764 (value 16536925; 0.00% of shares outstanding; change 1.00)
Holder of SUNC: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 821383 (value 62663309; 0.02% of shares outstanding; change 0.15)
Holder of SUNE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 43479 (value 59131; 0.01% of shares outstanding; change 0.00)
Holder of SUNE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 34908 (value 87270; 0.01% of shares outstanding; change 0.07)
Holder of SUNE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5194 (value 12985; 0.00% of shares outstanding; change 0.00)
Holder of SUNE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 43479 (value 104349; 0.01% of shares outstanding; change 0.00)
Holder of SUNE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 34781 (value 94256; 0.01% of shares outstanding; change 0.00)
Holder of SUNE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5194 (value 14075; 0.00% of shares outstanding; change 0.00)
Holder of SUNE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 30980 (value 74352; 0.01% of shares outstanding; change -0.11)
Holder of SUNE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5194 (value 12465; 0.00% of shares outstanding; change 0.00)
Holder of SUNN.SW: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 2073133 (value 88771554; 0.03% of shares outstanding; change 0.00)
Holder of SUNN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 395118 (value 16918952; 0.01% of shares outstanding; change 0.03)
Holder of SUNN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 144656 (value 5982972; 0.00% of shares outstanding; change 0.23)
Holder of SUNN.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 95057 (value 4070340; 0.00% of shares outstanding; change 5.57)
Holder of SUNN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 104412 (value 4318480; 0.00% of shares outstanding; change 0.01)
Holder of SUNN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 153407 (value 6344913; 0.00% of shares outstanding; change -0.11)
Holder of SUNN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 610461 (value 25248667; 0.01% of shares outstanding; change 0.01)
Holder of SUNN.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 122870 (value 5101562; 0.00% of shares outstanding; change 1.44)
Holder of SUNN.SW: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 778560 (value 32325811; 0.01% of shares outstanding; change -0.62)
Holder of SUNN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 411689 (value 17093327; 0.01% of shares outstanding; change 0.04)
Holder of SUNN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 153636 (value 6378966; 0.00% of shares outstanding; change 0.06)
Holder of SUNN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 160405 (value 6660015; 0.00% of shares outstanding; change 1.18)
Holder of SUNN.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 173590 (value 7207456; 0.00% of shares outstanding; change 0.83)
Holder of SUNN.SW: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 108550 (value 4463575; 0.00% of shares outstanding; change 0.00)
Holder of SUNN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 153444 (value 6370994; 0.00% of shares outstanding; change 0.00)
Holder of SUNN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 610461 (value 25346340; 0.01% of shares outstanding; change 0.00)
Holder of SUNN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 484033 (value 20019605; 0.01% of shares outstanding; change 0.01)
Holder of SUNN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 268830 (value 11118808; 0.00% of shares outstanding; change 0.00)
Holder of SUNN.SW: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 108438 (value 4484995; 0.00% of shares outstanding; change 0.00)
Holder of SUNN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 487998 (value 20261677; 0.01% of shares outstanding; change 0.01)
Holder of SUNN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 265426 (value 11020487; 0.00% of shares outstanding; change -0.01)
Holder of SUNS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 110928 (value 987259; 0.01% of shares outstanding; change -0.12)
Holder of SUNS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 332338 (value 2957808; 0.02% of shares outstanding; change 0.00)
Holder of SUNS: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 116729 (value 931497; 0.01% of shares outstanding; change 1.00)
Holder of SUNS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 112046 (value 947012; 0.01% of shares outstanding; change 0.05)
Holder of SUNS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 50271 (value 401162; 0.00% of shares outstanding; change 0.01)
Holder of SUNS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 89657 (value 767463; 0.01% of shares outstanding; change 0.58)
Holder of SUNS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 110928 (value 885205; 0.01% of shares outstanding; change 0.00)
Holder of SUNS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 332338 (value 2652057; 0.02% of shares outstanding; change 0.00)
Holder of SUNS: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 239059 (value 1907690; 0.02% of shares outstanding; change -0.27)
Holder of SUNS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 256353 (value 2281541; 0.02% of shares outstanding; change 0.02)
Holder of SUNS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 96270 (value 856802; 0.01% of shares outstanding; change 0.00)
Holder of SUNS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 89331 (value 755025; 0.01% of shares outstanding; change 0.00)
Holder of SUNS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 116784 (value 931936; 0.01% of shares outstanding; change 0.04)
Holder of SUNS: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 157780 (value 1350596; 0.01% of shares outstanding; change 0.00)
Holder of SUNS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 246365 (value 2082276; 0.02% of shares outstanding; change -0.04)
Holder of SUNS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 95175 (value 804419; 0.01% of shares outstanding; change -0.01)
Holder of SUNS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 76965 (value 614180; 0.01% of shares outstanding; change -0.14)
Holder of SUNS: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 194460 (value 1563458; 0.01% of shares outstanding; change 0.23)
Holder of SUNS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 248697 (value 1984602; 0.02% of shares outstanding; change 0.01)
Holder of SUNS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 95978 (value 765904; 0.01% of shares outstanding; change 0.01)
Holder of SUNS: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 208700 (value 1665426; 0.02% of shares outstanding; change 0.07)
Holder of SUPN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 618438 (value 28559467; 0.01% of shares outstanding; change 0.03)
Holder of SUPN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1235003 (value 57032438; 0.02% of shares outstanding; change -0.02)
Holder of SUPN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 797015 (value 36806152; 0.01% of shares outstanding; change -0.01)
Holder of SUPN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1680901 (value 77624008; 0.03% of shares outstanding; change -0.01)
Holder of SUPN: Vanguard Explorer Fund
Shares held as of 2026-01-31: 753469 (value 33664995; 0.01% of shares outstanding; change 0.05)
Holder of SUPN: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1522706 (value 70349018; 0.03% of shares outstanding; change -0.16)
Holder of SUPN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 527460 (value 23566912; 0.01% of shares outstanding; change 0.01)
Holder of SUPN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 640334 (value 29583431; 0.01% of shares outstanding; change 0.04)
Holder of SUPN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1259973 (value 58210753; 0.02% of shares outstanding; change 0.02)
Holder of SUPN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 801453 (value 37027129; 0.01% of shares outstanding; change 0.01)
Holder of SUPN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1731805 (value 80009392; 0.03% of shares outstanding; change 0.03)
Holder of SUPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1347725 (value 62237940; 0.02% of shares outstanding; change 0.03)
Holder of SUPN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 545782 (value 25215128; 0.01% of shares outstanding; change 0.03)
Holder of SUPN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 524586 (value 23281127; 0.01% of shares outstanding; change 0.01)
Holder of SUPN: Vanguard Explorer Fund
Shares held as of 2026-04-30: 725402 (value 33513572; 0.01% of shares outstanding; change -0.04)
Holder of SUPN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3494966 (value 155106594; 0.06% of shares outstanding; change 0.02)
Holder of SUPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1295061 (value 57863325; 0.02% of shares outstanding; change -0.04)
Holder of SUPN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 524018 (value 25393911; 0.01% of shares outstanding; change 0.00)
Holder of SUPN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3475498 (value 160568010; 0.06% of shares outstanding; change -0.01)
Holder of SUPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1322797 (value 61113222; 0.02% of shares outstanding; change 0.02)
Holder of SUPN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 534041 (value 24672694; 0.01% of shares outstanding; change 0.02)
Holder of SUPV: HIGHLAND GLOBAL ALLOCATION FUND
Shares held as of 2025-12-31: 24300 (value 236681; 0.00% of shares outstanding; change 0.00)
Holder of SUPV: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-01-31: 96700 (value 985856; 0.00% of shares outstanding; change 0.00)
Holder of SUPV: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-01-31: 377546 (value 3849081; 0.01% of shares outstanding; change 0.38)
Holder of SUPV: Global Macro Portfolio
Shares held as of 2026-01-31: 25100 (value 255894; 0.00% of shares outstanding; change 0.00)
Holder of SUPV: Global Opportunities Portfolio
Shares held as of 2026-01-31: 9800 (value 99910; 0.00% of shares outstanding; change 0.00)
Holder of SUPV: Calvert World Values Fd., Inc.-Calvert Emerging Markets Advancement Fd
Shares held as of 2026-03-31: 35900 (value 341768; 0.00% of shares outstanding; change 0.00)
Holder of SUPV: Highland Global Allocation Fund
Shares held as of 2026-03-31: 24300 (value 231336; 0.00% of shares outstanding; change 0.00)
Holder of SUPV: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-04-30: 1522365 (value 14196053; 0.02% of shares outstanding; change 0.12)
Holder of SUPV: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-04-30: 158151 (value 1505597; 0.00% of shares outstanding; change 0.64)
Holder of SUPV: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-04-30: 377546 (value 3594238; 0.01% of shares outstanding; change 0.00)
Holder of SUPV: Global Macro Portfolio
Shares held as of 2026-04-30: 41256 (value 392757; 0.00% of shares outstanding; change 0.64)
Holder of SUPV: Global Opportunities Portfolio
Shares held as of 2026-04-30: 9800 (value 93296; 0.00% of shares outstanding; change 0.00)
Holder of SUPV: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-05-31: 1477284 (value 14344427; 0.02% of shares outstanding; change -0.04)
Holder of SUPV: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-06-30: 1535574 (value 14618665; 0.02% of shares outstanding; change 0.04)
Holder of SUPX: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 7198 (value 60067; 0.00% of shares outstanding; change 1.00)
Holder of SUPX: Fidelity Concord Street TRT-Fidelity SAI Intl Small Cap Index Fd.
Shares held as of 2026-02-28: 2815 (value 22942; 0.00% of shares outstanding; change 0.00)
Holder of SUPX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 24889 (value 207698; 0.00% of shares outstanding; change 0.00)
Holder of SUPX: EATON VANCE MUTUAL FUNDS TRUST-Parametric International Equity Fund
Shares held as of 2026-04-30: 5800 (value 40890; 0.00% of shares outstanding; change 1.00)
Holder of SUPX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 26205 (value 213570; 0.00% of shares outstanding; change 0.05)
Holder of SUPX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 17303 (value 141711; 0.00% of shares outstanding; change 0.64)
Holder of SUPX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 26205 (value 184745; 0.00% of shares outstanding; change 0.00)
Holder of SUPX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 16951 (value 119504; 0.00% of shares outstanding; change -0.02)
Holder of SURG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 148927 (value 88120; 0.01% of shares outstanding; change 0.00)
Holder of SURG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 418431 (value 247585; 0.02% of shares outstanding; change 0.00)