speb/financial-data huggingface dataset:
Holder of SILC: TRANSAMERICA FUNDS-Transamerica Small Cap Value
Shares held as of 2026-04-30: 3150 (value 125118; 0.00% of shares outstanding; change 0.19)
Holder of SILC: TRANSAMERICA FUNDS-Transamerica Small/Mid Cap Value
Shares held as of 2026-04-30: 21000 (value 834120; 0.00% of shares outstanding; change -0.03)
Holder of SILC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 4877 (value 228950; 0.00% of shares outstanding; change 0.00)
Holder of SILC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4848 (value 192562; 0.00% of shares outstanding; change 0.00)
Holder of SILC: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 111055 (value 4411104; 0.02% of shares outstanding; change 0.60)
Holder of SILC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 4856 (value 192880; 0.00% of shares outstanding; change 0.00)
Holder of SILO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 11221 (value 4802; 0.00% of shares outstanding; change 0.00)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 10884 (value 64215; 0.00% of shares outstanding; change 1.15)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 562 (value 3315; 0.00% of shares outstanding; change 0.00)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 260 (value 1534; 0.00% of shares outstanding; change 0.00)
Holder of SILO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 748 (value 3343; 0.00% of shares outstanding; change 0.00)
Holder of SILO: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-04-30: 991930 (value 424546; 0.01% of shares outstanding; change 0.49)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 10844 (value 66365; 0.01% of shares outstanding; change 0.00)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 562 (value 3439; 0.00% of shares outstanding; change 0.00)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 260 (value 1591; 0.00% of shares outstanding; change 0.00)
Holder of SILO: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-05-31: 68548 (value 419513; 0.06% of shares outstanding; change 0.04)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 142682 (value 637788; 0.13% of shares outstanding; change 12.16)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8423 (value 37650; 0.01% of shares outstanding; change 13.99)
Holder of SILO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3896 (value 17415; 0.00% of shares outstanding; change 13.98)
Holder of SILO: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-06-30: 75582 (value 337851; 0.07% of shares outstanding; change 0.10)
Holder of SIM: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 5555 (value 167372; 0.00% of shares outstanding; change 0.00)
Holder of SIM: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-01-31: 2821 (value 84996; 0.00% of shares outstanding; change 0.00)
Holder of SIM: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 1049 (value 31606; 0.00% of shares outstanding; change 0.00)
Holder of SIM: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 5555 (value 147263; 0.00% of shares outstanding; change 0.00)
Holder of SIM: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 2821 (value 74784; 0.00% of shares outstanding; change 0.00)
Holder of SIM: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 1049 (value 27808; 0.00% of shares outstanding; change 0.00)
Holder of SIMA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 1625271 (value 17488403; 0.46% of shares outstanding; change 0.00)
Holder of SIMA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 76895 (value 834310; 0.02% of shares outstanding; change 0.00)
Holder of SIMA: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 1097981 (value 11913094; 0.31% of shares outstanding; change 0.00)
Holder of SIMA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 50000 (value 542500; 0.01% of shares outstanding; change 0.00)
Holder of SIMA: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 250000 (value 2690074; 0.07% of shares outstanding; change 0.00)
Holder of SIMA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 39331 (value 423213; 0.01% of shares outstanding; change 0.00)
Holder of SIMA: Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo
Shares held as of 2026-02-28: 50600 (value 553563; 0.01% of shares outstanding; change 1.00)
Holder of SIMA: High Income Securities Fund
Shares held as of 2026-02-28: 50000 (value 546999; 0.01% of shares outstanding; change -0.67)
Holder of SIMA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 1171086 (value 12811680; 0.33% of shares outstanding; change -0.28)
Holder of SIMA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 118138 (value 1292429; 0.03% of shares outstanding; change -0.28)
Holder of SIMA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 76895 (value 841231; 0.02% of shares outstanding; change 0.00)
Holder of SIMA: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 665811 (value 7283972; 0.19% of shares outstanding; change -0.39)
Holder of SIMA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 50000 (value 546999; 0.01% of shares outstanding; change 0.00)
Holder of SIMA: RiverPark Funds Trust-RiverPark Short Term High Yield Fund
Shares held as of 2026-03-31: 53900 (value 589665; 0.02% of shares outstanding; change 1.00)
Holder of SIMA: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 150000 (value 1640999; 0.04% of shares outstanding; change -0.40)
Holder of SIMA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 23850 (value 260918; 0.01% of shares outstanding; change -0.39)
Holder of SIMA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15452 (value 169044; 0.00% of shares outstanding; change 0.00)
Holder of SIMO: LORD ABBETT MID CAP STOCK FUND INC
Shares held as of 2025-12-31: 372170 (value 103042706; 0.01% of shares outstanding; change -0.01)
Holder of SIMO: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 230600 (value 63846220; 0.01% of shares outstanding; change 0.00)
Holder of SIMO: Schwartz Investment Trust-Ave Maria Growth Fund
Shares held as of 2025-12-31: 220000 (value 60911398; 0.01% of shares outstanding; change 0.00)
Holder of SIMO: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 385119 (value 121940230; 0.01% of shares outstanding; change 0.00)
Holder of SIMO: LORD ABBETT SECURITIES TRUST-Lord Abbett Value Opportunities Fund
Shares held as of 2026-01-31: 324032 (value 102598253; 0.01% of shares outstanding; change -0.02)
Holder of SIMO: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-02-28: 205493 (value 54316939; 0.01% of shares outstanding; change 1.00)
Holder of SIMO: Fidelity Advisor Series VII-Fidelity Advisor Semiconductors Fund
Shares held as of 2026-03-31: 426830 (value 118176420; 0.01% of shares outstanding; change 0.02)
Holder of SIMO: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-03-31: 1272423 (value 352295749; 0.04% of shares outstanding; change 0.04)
Holder of SIMO: LORD ABBETT MID CAP STOCK FUND INC
Shares held as of 2026-03-31: 365110 (value 98908296; 0.01% of shares outstanding; change -0.02)
Holder of SIMO: Managed Portfolio Series-Reinhart Genesis PMV Fund
Shares held as of 2026-03-31: 248000 (value 67183198; 0.01% of shares outstanding; change -0.03)
Holder of SIMO: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 271200 (value 73468078; 0.01% of shares outstanding; change 0.18)
Holder of SIMO: Schwartz Investment Trust-Ave Maria Growth Fund
Shares held as of 2026-03-31: 300000 (value 81269998; 0.01% of shares outstanding; change 0.36)
Holder of SIMO: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 514918 (value 142565344; 0.02% of shares outstanding; change -0.07)
Holder of SIMO: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 787166 (value 208067662; 0.02% of shares outstanding; change 1.04)
Holder of SIMO: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 787166 (value 213243264; 0.02% of shares outstanding; change 1.04)
Holder of SIMO: Fidelity Advisor Series VII-Fidelity Advisor Semiconductors Fund
Shares held as of 2026-04-30: 293830 (value 93035394; 0.01% of shares outstanding; change -0.31)
Holder of SIMO: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-04-30: 449923 (value 142459121; 0.01% of shares outstanding; change -0.65)
Holder of SIMO: LORD ABBETT SECURITIES TRUST-Lord Abbett Value Opportunities Fund
Shares held as of 2026-04-30: 318077 (value 86167057; 0.01% of shares outstanding; change -0.02)
Holder of SIMO: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 423118 (value 133971854; 0.01% of shares outstanding; change -0.18)
Holder of SIMO: Fidelity Advisor Series VII-Fidelity Advisor Semiconductors Fund
Shares held as of 2026-05-31: 293830 (value 79598545; 0.01% of shares outstanding; change 0.00)
Holder of SIMO: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 449923 (value 121884137; 0.01% of shares outstanding; change 0.00)
Holder of SIMO: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 423118 (value 114622663; 0.01% of shares outstanding; change 0.00)
Holder of SIMO: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-05-31: 205279 (value 55610079; 0.01% of shares outstanding; change 0.00)
Holder of SINT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 20905 (value 46827; 0.00% of shares outstanding; change 0.00)
Holder of SINT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 3524 (value 6766; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 3031 (value 5819; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 43 (value 60; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 18901 (value 38369; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4288 (value 8704; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1861 (value 3777; 0.00% of shares outstanding; change 0.00)
Holder of SINT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 20905 (value 29266; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 18832 (value 36157; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4288 (value 8232; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1861 (value 3573; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 18832 (value 26364; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4288 (value 6003; 0.00% of shares outstanding; change 0.00)
Holder of SINT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1861 (value 2605; 0.00% of shares outstanding; change 0.00)
Holder of SION: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2025-12-31: 187954 (value 8048190; 0.00% of shares outstanding; change -0.33)
Holder of SION: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 661753 (value 28336263; 0.01% of shares outstanding; change -0.42)
Holder of SION: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 639045 (value 22603020; 0.01% of shares outstanding; change 1.00)
Holder of SION: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 633011 (value 22389598; 0.01% of shares outstanding; change 0.23)
Holder of SION: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 795051 (value 34044083; 0.02% of shares outstanding; change 0.00)
Holder of SION: abrdn Healthcare Investors
Shares held as of 2025-12-31: 585546 (value 25073079; 0.01% of shares outstanding; change -0.11)
Holder of SION: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 254414 (value 10894007; 0.01% of shares outstanding; change -0.12)
Holder of SION: Prudential Sector Funds, Inc.-PGIM Jennison Health Sciences Fund
Shares held as of 2026-02-28: 651048 (value 29752894; 0.01% of shares outstanding; change 0.18)
Holder of SION: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 178151 (value 8141500; 0.00% of shares outstanding; change -0.05)
Holder of SION: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2026-03-31: 551829 (value 25218585; 0.01% of shares outstanding; change -0.17)
Holder of SION: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 644524 (value 29454747; 0.01% of shares outstanding; change 0.01)
Holder of SION: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 547443 (value 25018145; 0.01% of shares outstanding; change -0.14)
Holder of SION: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 842941 (value 38522404; 0.02% of shares outstanding; change 0.06)
Holder of SION: abrdn Healthcare Investors
Shares held as of 2026-03-31: 396124 (value 18102867; 0.01% of shares outstanding; change -0.32)
Holder of SION: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 399869 (value 17122390; 0.01% of shares outstanding; change 0.04)
Holder of SION: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 453219 (value 16905068; 0.01% of shares outstanding; change 0.09)
Holder of SION: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 184492 (value 7578931; 0.00% of shares outstanding; change 0.00)
Holder of SION: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 384206 (value 15783183; 0.01% of shares outstanding; change -0.04)
Holder of SION: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 455181 (value 20615147; 0.01% of shares outstanding; change 0.00)
Holder of SION: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 184912 (value 8450478; 0.00% of shares outstanding; change 0.00)
Holder of SION: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 387863 (value 17725339; 0.01% of shares outstanding; change 0.01)
Holder of SION: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 645294 (value 29489936; 0.01% of shares outstanding; change 0.42)
Holder of SIRI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2031205 (value 59961172; 0.01% of shares outstanding; change 0.01)
Holder of SIRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4199492 (value 123969005; 0.01% of shares outstanding; change -0.04)
Holder of SIRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2708431 (value 79952884; 0.01% of shares outstanding; change -0.04)
Holder of SIRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5823803 (value 171918667; 0.02% of shares outstanding; change -0.01)
Holder of SIRI: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-01-31: 1675094 (value 47128770; 0.01% of shares outstanding; change 1.00)
Holder of SIRI: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-01-31: 764947 (value 21521784; 0.00% of shares outstanding; change 0.03)
Holder of SIRI: -VistaShares Target 15 Berkshire Select Income ETF
Shares held as of 2026-02-28: 1157781 (value 32574168; 0.00% of shares outstanding; change 0.01)
Holder of SIRI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1014161 (value 27392488; 0.00% of shares outstanding; change 0.01)
Holder of SIRI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2088174 (value 62227583; 0.01% of shares outstanding; change 0.03)
Holder of SIRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4245496 (value 126515777; 0.01% of shares outstanding; change 0.01)
Holder of SIRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2703559 (value 80566056; 0.01% of shares outstanding; change 0.00)
Holder of SIRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5877703 (value 175155544; 0.02% of shares outstanding; change 0.01)
Holder of SIRI: -VistaShares Target 15 Berkshire Select Income ETF
Shares held as of 2026-04-30: 1199112 (value 35733536; 0.00% of shares outstanding; change 0.04)
Holder of SIRI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1996044 (value 59482109; 0.01% of shares outstanding; change 2.07)
Holder of SIRI: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 1320277 (value 39344253; 0.00% of shares outstanding; change 1.28)
Holder of SIRI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1010471 (value 28429601; 0.00% of shares outstanding; change 0.00)
Holder of SIRI: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 1403568 (value 41826325; 0.00% of shares outstanding; change 1.07)
Holder of SIRI: WisdomTree Trust-WisdomTree U.S. MidCap Dividend Fund
Shares held as of 2026-04-30: 1114718 (value 34099223; 0.00% of shares outstanding; change -0.01)
Holder of SIRI: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-04-30: 748894 (value 21070132; 0.00% of shares outstanding; change 0.03)
Holder of SIRI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 965685 (value 29376137; 0.00% of shares outstanding; change -0.04)
Holder of SIRI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1450403 (value 43222008; 0.00% of shares outstanding; change 1.00)
Holder of SIRI: WisdomTree Trust-WisdomTree U.S. MidCap Dividend Fund
Shares held as of 2026-06-30: 1110741 (value 33100080; 0.00% of shares outstanding; change 0.00)
Holder of SIS.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 113310 (value 3157949; 0.00% of shares outstanding; change -0.50)
Holder of SIS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 114481 (value 3234088; 0.00% of shares outstanding; change 0.05)
Holder of SIS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 18711 (value 528585; 0.00% of shares outstanding; change 0.00)
Holder of SIS.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 268384 (value 7581848; 0.00% of shares outstanding; change 0.00)
Holder of SIS.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 38936 (value 1099942; 0.00% of shares outstanding; change 1.10)
Holder of SIS.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 42521 (value 1201218; 0.00% of shares outstanding; change 0.24)
Holder of SIS.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 80971 (value 2287430; 0.00% of shares outstanding; change 0.04)
Holder of SIS.TO: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 108916 (value 3076877; 0.00% of shares outstanding; change -0.05)
Holder of SIS.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 47271 (value 1471546; 0.00% of shares outstanding; change -0.58)
Holder of SIS.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-03-31: 44320 (value 1235198; 0.00% of shares outstanding; change 0.00)
Holder of SIS.TO: AMERICAN BEACON FUNDS-American Beacon IMC International Small Cap Fund
Shares held as of 2026-04-30: 56281 (value 1752027; 0.00% of shares outstanding; change 1.00)
Holder of SIS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 144830 (value 4508557; 0.00% of shares outstanding; change 0.27)
Holder of SIS.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 289384 (value 9008523; 0.00% of shares outstanding; change 0.08)
Holder of SIS.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 43925 (value 1367385; 0.00% of shares outstanding; change 0.13)
Holder of SIS.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 42691 (value 1328970; 0.00% of shares outstanding; change 0.00)
Holder of SIS.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 85105 (value 2649318; 0.00% of shares outstanding; change 0.05)
Holder of SIS.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 32083 (value 998743; 0.00% of shares outstanding; change 3.76)
Holder of SIS.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-04-30: 44320 (value 1252040; 0.00% of shares outstanding; change 0.00)
Holder of SIS.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 27330 (value 789563; 0.00% of shares outstanding; change 0.02)
Holder of SIS.TO: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-04-30: 101267 (value 3152441; 0.00% of shares outstanding; change -0.07)
Holder of SIS.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-05-31: 44320 (value 1379681; 0.00% of shares outstanding; change 0.00)
Holder of SIS.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 26778 (value 756478; 0.00% of shares outstanding; change -0.02)
Holder of SITC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 564390 (value 2850169; 0.01% of shares outstanding; change 0.01)
Holder of SITC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1540898 (value 7781535; 0.03% of shares outstanding; change 0.00)
Holder of SITC: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 635100 (value 2981794; 0.01% of shares outstanding; change 1.00)
Holder of SITC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1854769 (value 8708140; 0.04% of shares outstanding; change 0.06)
Holder of SITC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 502208 (value 2357866; 0.01% of shares outstanding; change 0.00)
Holder of SITC: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 2591270 (value 12166013; 0.05% of shares outstanding; change 0.00)
Holder of SITC: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 364799 (value 1597819; 0.01% of shares outstanding; change 0.08)
Holder of SITC: Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund
Shares held as of 2026-03-31: 817062 (value 4077139; 0.02% of shares outstanding; change -0.01)
Holder of SITC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 607552 (value 2661077; 0.01% of shares outstanding; change 0.08)
Holder of SITC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1540898 (value 6749133; 0.03% of shares outstanding; change 0.00)
Holder of SITC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1298862 (value 6559253; 0.02% of shares outstanding; change 0.02)
Holder of SITC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 429397 (value 2168454; 0.01% of shares outstanding; change -0.04)
Holder of SITC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 510146 (value 2234439; 0.01% of shares outstanding; change 0.02)
Holder of SITC: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 2507970 (value 10984908; 0.05% of shares outstanding; change -0.03)
Holder of SITC: Nuveen Real Asset Income and Growth Fund
Shares held as of 2026-04-30: 604693 (value 3017417; 0.01% of shares outstanding; change 0.21)
Holder of SITC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1847743 (value 8093114; 0.04% of shares outstanding; change 0.00)
Holder of SITC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1248014 (value 5859425; 0.02% of shares outstanding; change -0.04)
Holder of SITC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 455688 (value 2139455; 0.01% of shares outstanding; change 0.06)
Holder of SITC: Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund
Shares held as of 2026-05-31: 817062 (value 3578731; 0.02% of shares outstanding; change 0.00)
Holder of SITC: Nuveen Real Asset Income and Growth Fund
Shares held as of 2026-05-31: 637935 (value 2857948; 0.01% of shares outstanding; change 0.06)
Holder of SITC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1354974 (value 5934786; 0.03% of shares outstanding; change 0.09)
Holder of SITC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 459549 (value 2012824; 0.01% of shares outstanding; change 0.01)
Holder of SITC: Nuveen Real Asset Income and Growth Fund
Shares held as of 2026-06-30: 637935 (value 2794155; 0.01% of shares outstanding; change 0.00)
Holder of SITE: -Price (T.Rowe) New Horizons Trust
Shares held as of 2025-12-31: 543757 (value 59052009; 0.01% of shares outstanding; change 0.00)
Holder of SITE: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 572030 (value 62122457; 0.01% of shares outstanding; change -0.14)
Holder of SITE: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 799549 (value 86831020; 0.02% of shares outstanding; change 0.00)
Holder of SITE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1305136 (value 137104540; 0.03% of shares outstanding; change -0.18)
Holder of SITE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 570824 (value 61991485; 0.01% of shares outstanding; change -0.04)
Holder of SITE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1010834 (value 109776570; 0.02% of shares outstanding; change -0.04)
Holder of SITE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1408773 (value 152992745; 0.03% of shares outstanding; change -0.01)
Holder of SITE: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 783891 (value 78287196; 0.02% of shares outstanding; change 0.44)
Holder of SITE: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 975000 (value 97373252; 0.02% of shares outstanding; change -0.03)
Holder of SITE: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 547790 (value 54707788; 0.01% of shares outstanding; change -0.04)
Holder of SITE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1303471 (value 130177652; 0.03% of shares outstanding; change 0.00)
Holder of SITE: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 637296 (value 63646753; 0.01% of shares outstanding; change -0.20)
Holder of SITE: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1687625 (value 168543113; 0.04% of shares outstanding; change 0.29)
Holder of SITE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 574481 (value 57373419; 0.01% of shares outstanding; change 0.01)
Holder of SITE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1025098 (value 102376540; 0.02% of shares outstanding; change 0.01)
Holder of SITE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1421570 (value 141972199; 0.03% of shares outstanding; change 0.01)
Holder of SITE: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 620373 (value 61956653; 0.01% of shares outstanding; change -0.10)
Holder of SITM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 284218 (value 201851627; 0.01% of shares outstanding; change 0.03)
Holder of SITM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 503321 (value 357458580; 0.02% of shares outstanding; change 0.02)
Holder of SITM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 698218 (value 495874432; 0.03% of shares outstanding; change 0.06)
Holder of SITM: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 383803 (value 212803419; 0.01% of shares outstanding; change 0.05)
Holder of SITM: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 519391 (value 287981545; 0.02% of shares outstanding; change 0.03)
Holder of SITM: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 928620 (value 659505935; 0.04% of shares outstanding; change 0.00)
Holder of SITM: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 263212 (value 186933165; 0.01% of shares outstanding; change -0.01)
Holder of SITM: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-03-31: 261576 (value 185771278; 0.01% of shares outstanding; change 0.00)
Holder of SITM: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 279733 (value 155100765; 0.01% of shares outstanding; change 0.15)
Holder of SITM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 288698 (value 160071499; 0.01% of shares outstanding; change 0.02)
Holder of SITM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 515449 (value 285795863; 0.02% of shares outstanding; change 0.02)
Holder of SITM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 706506 (value 391729332; 0.03% of shares outstanding; change 0.01)
Holder of SITM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 549936 (value 390564553; 0.02% of shares outstanding; change 0.05)
Holder of SITM: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 928620 (value 661548910; 0.04% of shares outstanding; change 0.00)
Holder of SITM: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 262369 (value 164159033; 0.01% of shares outstanding; change 0.00)
Holder of SITM: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-04-30: 262676 (value 187130388; 0.01% of shares outstanding; change 0.00)
Holder of SITM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 746210 (value 544016922; 0.03% of shares outstanding; change 0.02)
Holder of SITM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 530091 (value 377636841; 0.02% of shares outstanding; change -0.04)
Holder of SITM: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 930320 (value 515825247; 0.04% of shares outstanding; change 0.00)
Holder of SITM: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-05-31: 263476 (value 146086908; 0.01% of shares outstanding; change 0.00)
Holder of SITM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 749449 (value 415539509; 0.03% of shares outstanding; change 0.00)
Holder of SITM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 538665 (value 298668207; 0.02% of shares outstanding; change 0.02)
Holder of SIX2.DE: Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund
Shares held as of 2025-12-31: 231925 (value 17116065; 0.01% of shares outstanding; change 0.07)
Holder of SIX2.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 120688 (value 8906774; 0.00% of shares outstanding; change 0.02)
Holder of SIX2.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 81979 (value 6050050; 0.00% of shares outstanding; change 0.09)
Holder of SIX2.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 64774 (value 4780321; 0.00% of shares outstanding; change 0.00)
Holder of SIX2.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 57259 (value 4225714; 0.00% of shares outstanding; change 0.54)
Holder of SIX2.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 46327 (value 3418932; 0.00% of shares outstanding; change 0.05)
Holder of SIX2.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 195723 (value 14444357; 0.01% of shares outstanding; change 0.00)
Holder of SIX2.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 120431 (value 8394040; 0.00% of shares outstanding; change 0.00)
Holder of SIX2.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 252102 (value 18605128; 0.01% of shares outstanding; change 0.04)
Holder of SIX2.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 58869 (value 4103169; 0.00% of shares outstanding; change -0.28)
Holder of SIX2.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 80620 (value 5619213; 0.00% of shares outstanding; change 0.24)
Holder of SIX2.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 82215 (value 5730385; 0.00% of shares outstanding; change 0.44)
Holder of SIX2.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 48478 (value 3378916; 0.00% of shares outstanding; change 0.05)
Holder of SIX2.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 195723 (value 13641892; 0.01% of shares outstanding; change 0.00)
Holder of SIX2.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 109226 (value 8060879; 0.00% of shares outstanding; change 0.01)
Holder of SIX2.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 54067 (value 3990144; 0.00% of shares outstanding; change 0.02)
Holder of SIX2.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 110136 (value 7676478; 0.00% of shares outstanding; change 0.01)
Holder of SIX2.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 54067 (value 3768469; 0.00% of shares outstanding; change 0.00)
Holder of SIX2.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 328788 (value 22916522; 0.01% of shares outstanding; change 0.14)
Holder of SIX2.DE: Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund
Shares held as of 2026-06-30: 183625 (value 12798661; 0.01% of shares outstanding; change 0.00)
Holder of SJ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16735 (value 19412; 0.00% of shares outstanding; change 0.00)
Holder of SJ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 16735 (value 14895; 0.00% of shares outstanding; change 0.00)
Holder of SJ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 16735 (value 13588; 0.00% of shares outstanding; change 0.00)
Holder of SJ.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 527389 (value 41516062; 0.01% of shares outstanding; change 0.02)
Holder of SJ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 249792 (value 20522911; 0.00% of shares outstanding; change 0.00)
Holder of SJ.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 317270 (value 26066904; 0.01% of shares outstanding; change 0.00)
Holder of SJ.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 203471 (value 16717178; 0.00% of shares outstanding; change 0.02)
Holder of SJ.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 810511 (value 66591586; 0.01% of shares outstanding; change 0.00)
Holder of SJ.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 757737 (value 62255674; 0.01% of shares outstanding; change 0.00)
Holder of SJ.TO: Baillie Gifford Funds-Baillie Gifford International Alpha Fund
Shares held as of 2026-03-31: 298161 (value 22916654; 0.01% of shares outstanding; change 0.59)
Holder of SJ.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 698422 (value 54979780; 0.01% of shares outstanding; change -0.04)
Holder of SJ.TO: ROYCE FUND-Royce Premier Fund
Shares held as of 2026-03-31: 422741 (value 32491873; 0.01% of shares outstanding; change -0.20)
Holder of SJ.TO: VANGUARD HORIZON FUNDS-Vanguard Global Equity Fund
Shares held as of 2026-03-31: 351429 (value 27010833; 0.01% of shares outstanding; change -0.11)
Holder of SJ.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 529272 (value 40679846; 0.01% of shares outstanding; change 0.00)
Holder of SJ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 249792 (value 19199013; 0.00% of shares outstanding; change 0.00)
Holder of SJ.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 317270 (value 24385372; 0.01% of shares outstanding; change 0.00)
Holder of SJ.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 696722 (value 57242682; 0.01% of shares outstanding; change 0.00)
Holder of SJ.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 754430 (value 57985490; 0.01% of shares outstanding; change 0.00)
Holder of SJ.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 202720 (value 15581059; 0.00% of shares outstanding; change 0.00)
Holder of SJ.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 810511 (value 62295875; 0.01% of shares outstanding; change 0.00)
Holder of SJ.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 722073 (value 55498531; 0.01% of shares outstanding; change 0.04)
Holder of SJL.DE: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 2438809 (value 71213224; 0.01% of shares outstanding; change -0.01)
Holder of SJL.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2527146 (value 73792665; 0.01% of shares outstanding; change 1.05)
Holder of SJL.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5495783 (value 160476867; 0.02% of shares outstanding; change 1.11)
Holder of SJL.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3499839 (value 102195301; 0.01% of shares outstanding; change 1.09)
Holder of SJL.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7574228 (value 221167463; 0.03% of shares outstanding; change 1.09)
Holder of SJL.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2466286 (value 72015553; 0.01% of shares outstanding; change 0.01)
Holder of SJL.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 13732857 (value 400999434; 0.06% of shares outstanding; change 0.00)
Holder of SJL.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5966197 (value 174212956; 0.02% of shares outstanding; change 0.02)
Holder of SJL.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 7259132 (value 211966659; 0.03% of shares outstanding; change -0.05)
Holder of SJL.DE: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 2475995 (value 72299055; 0.01% of shares outstanding; change -0.29)
Holder of SJM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2689854 (value 277592924; 0.03% of shares outstanding; change 0.02)
Holder of SJM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2300343 (value 237395390; 0.02% of shares outstanding; change -0.04)
Holder of SJM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1483029 (value 153048588; 0.01% of shares outstanding; change -0.04)
Holder of SJM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3206224 (value 330882307; 0.03% of shares outstanding; change 0.00)
Holder of SJM: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 1231000 (value 134825276; 0.01% of shares outstanding; change 0.70)
Holder of SJM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1362574 (value 140617632; 0.01% of shares outstanding; change 0.00)
Holder of SJM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2710398 (value 320694290; 0.03% of shares outstanding; change 0.01)
Holder of SJM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2336195 (value 276418591; 0.02% of shares outstanding; change 0.02)
Holder of SJM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1487637 (value 176017209; 0.01% of shares outstanding; change 0.00)
Holder of SJM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3205814 (value 379311911; 0.03% of shares outstanding; change 0.00)
Holder of SJM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1367261 (value 149749263; 0.01% of shares outstanding; change 0.00)
Holder of SJM: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1567860 (value 162336225; 0.01% of shares outstanding; change -0.03)
Holder of SJM: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 1711190 (value 177176614; 0.02% of shares outstanding; change 0.06)
Holder of SJM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1288541 (value 133415536; 0.01% of shares outstanding; change 0.03)
Holder of SJM: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 1516800 (value 179467775; 0.01% of shares outstanding; change 0.23)
Holder of SJM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1380236 (value 151170350; 0.01% of shares outstanding; change 0.01)
Holder of SJM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1365373 (value 161550932; 0.01% of shares outstanding; change 0.00)
Holder of SJM: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1560602 (value 174803033; 0.01% of shares outstanding; change 0.00)
Holder of SJM: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 1693982 (value 185533381; 0.02% of shares outstanding; change -0.01)
Holder of SJM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1301003 (value 145191932; 0.01% of shares outstanding; change 0.01)
Holder of SJM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1405780 (value 166331889; 0.01% of shares outstanding; change 0.02)
Holder of SJM: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1554852 (value 183970088; 0.01% of shares outstanding; change 0.00)
Holder of SJM: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 1679777 (value 198751214; 0.02% of shares outstanding; change -0.01)
Holder of SJM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1289113 (value 152527849; 0.01% of shares outstanding; change -0.01)
Holder of SJT: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2025-12-31: 126785 (value 489390; 0.00% of shares outstanding; change 2.03)
Holder of SJT: SEI INSTITUTIONAL MANAGED TRUST-SIMT Multi-Strategy Alternatives Fund
Shares held as of 2025-12-31: 168427 (value 650128; 0.00% of shares outstanding; change 0.00)
Holder of SJT: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2026-03-31: 136785 (value 344698; 0.00% of shares outstanding; change 0.08)
Holder of SJT: Listed Funds Trust-Horizon Kinetics Energy and Remediation ETF
Shares held as of 2026-03-31: 13179 (value 33211; 0.00% of shares outstanding; change 0.20)
Holder of SJT: Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF
Shares held as of 2026-03-31: 1283345 (value 3234029; 0.03% of shares outstanding; change 0.00)
Holder of SK.PA: Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund
Shares held as of 2025-12-31: 235600 (value 12357220; 0.00% of shares outstanding; change 1.00)
Holder of SK.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 122696 (value 6435405; 0.00% of shares outstanding; change 0.35)
Holder of SK.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 58843 (value 2922143; 0.00% of shares outstanding; change -0.25)