speb/financial-data huggingface dataset:
Holder of DSGN: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 616831 (value 6569249; 0.01% of shares outstanding; change 0.00)
Holder of DSGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 333173 (value 3924777; 0.01% of shares outstanding; change 0.07)
Holder of DSGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 984775 (value 11600649; 0.02% of shares outstanding; change 0.03)
Holder of DSGN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 235859 (value 2471802; 0.00% of shares outstanding; change 0.00)
Holder of DSGN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 585909 (value 6140326; 0.01% of shares outstanding; change -0.03)
Holder of DSGN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 203675 (value 2134513; 0.00% of shares outstanding; change 0.00)
Holder of DSGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 157553 (value 2279791; 0.00% of shares outstanding; change 0.00)
Holder of DSGN: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 146657 (value 1608827; 0.00% of shares outstanding; change 0.04)
Holder of DSGN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 235792 (value 2777629; 0.00% of shares outstanding; change 0.01)
Holder of DSGN: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 534931 (value 7740451; 0.01% of shares outstanding; change -0.13)
Holder of DSGN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 232429 (value 3635189; 0.00% of shares outstanding; change -0.01)
Holder of DSGN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 582726 (value 9113834; 0.01% of shares outstanding; change -0.01)
Holder of DSGN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 201350 (value 3149114; 0.00% of shares outstanding; change -0.01)
Holder of DSGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 152816 (value 1800172; 0.00% of shares outstanding; change -0.03)
Holder of DSGN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 199209 (value 3115628; 0.00% of shares outstanding; change 0.36)
Holder of DSGN: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 534931 (value 6301487; 0.01% of shares outstanding; change 0.00)
Holder of DSGN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 236080 (value 2781022; 0.00% of shares outstanding; change 0.02)
Holder of DSGN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 588291 (value 6930067; 0.01% of shares outstanding; change 0.01)
Holder of DSGN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 212407 (value 2502154; 0.00% of shares outstanding; change 0.05)
Holder of DSGN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 204949 (value 2414299; 0.00% of shares outstanding; change 0.03)
Holder of DSGR: Schwartz Investment Trust-Ave Maria Value Fund
Shares held as of 2025-12-31: 312532 (value 8438364; 0.01% of shares outstanding; change -0.12)
Holder of DSGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 311752 (value 8417304; 0.01% of shares outstanding; change 0.00)
Holder of DSGR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 115645 (value 3145544; 0.00% of shares outstanding; change -0.11)
Holder of DSGR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 160128 (value 4522014; 0.00% of shares outstanding; change 0.00)
Holder of DSGR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 119884 (value 3385524; 0.00% of shares outstanding; change 0.00)
Holder of DSGR: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 237441 (value 8194088; 0.01% of shares outstanding; change 0.11)
Holder of DSGR: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 94000 (value 2654559; 0.00% of shares outstanding; change 0.00)
Holder of DSGR: ROYCE FUND-Royce Small-Cap Fund
Shares held as of 2026-03-31: 106672 (value 3681250; 0.00% of shares outstanding; change 0.00)
Holder of DSGR: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 126034 (value 4349433; 0.00% of shares outstanding; change -0.17)
Holder of DSGR: Schwartz Investment Trust-Ave Maria Value Fund
Shares held as of 2026-03-31: 312532 (value 10785478; 0.01% of shares outstanding; change 0.00)
Holder of DSGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 311752 (value 10758560; 0.01% of shares outstanding; change 0.00)
Holder of DSGR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 235669 (value 6363063; 0.01% of shares outstanding; change 0.06)
Holder of DSGR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 101931 (value 3517638; 0.00% of shares outstanding; change -0.12)
Holder of DSGR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 160128 (value 5526017; 0.00% of shares outstanding; change 0.00)
Holder of DSGR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 120693 (value 4165115; 0.00% of shares outstanding; change 0.01)
Holder of DSGR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 95617 (value 3299742; 0.00% of shares outstanding; change 0.02)
Holder of DSGR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 226362 (value 6157046; 0.00% of shares outstanding; change -0.04)
Holder of DSGR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 237748 (value 8204683; 0.01% of shares outstanding; change 0.05)
Holder of DSGX: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2025-12-31: 1945900 (value 146837612; 0.02% of shares outstanding; change 0.05)
Holder of DSGX: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 1315146 (value 97018316; 0.02% of shares outstanding; change -0.12)
Holder of DSGX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 804462 (value 60704701; 0.01% of shares outstanding; change 0.02)
Holder of DSGX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 545180 (value 41139282; 0.01% of shares outstanding; change 0.00)
Holder of DSGX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-01-31: 1609633 (value 121462904; 0.02% of shares outstanding; change 0.00)
Holder of DSGX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1259347 (value 87197183; 0.01% of shares outstanding; change 0.01)
Holder of DSGX: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2026-03-31: 1683982 (value 114813893; 0.02% of shares outstanding; change -0.13)
Holder of DSGX: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F
Shares held as of 2026-03-31: 801599 (value 54653020; 0.01% of shares outstanding; change -0.16)
Holder of DSGX: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 938531 (value 63989043; 0.01% of shares outstanding; change -0.29)
Holder of DSGX: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1369078 (value 93343738; 0.02% of shares outstanding; change 0.00)
Holder of DSGX: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 544772 (value 37142555; 0.01% of shares outstanding; change -0.01)
Holder of DSGX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-03-31: 1343183 (value 89267940; 0.02% of shares outstanding; change -0.17)
Holder of DSGX: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 984600 (value 67130028; 0.01% of shares outstanding; change 1.00)
Holder of DSGX: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1034599 (value 70538960; 0.01% of shares outstanding; change 0.00)
Holder of DSGX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 826711 (value 56365156; 0.01% of shares outstanding; change 0.03)
Holder of DSGX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 535761 (value 39000721; 0.01% of shares outstanding; change 0.00)
Holder of DSGX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-04-30: 1246776 (value 85005188; 0.01% of shares outstanding; change -0.07)
Holder of DSGX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1257561 (value 85740509; 0.01% of shares outstanding; change 0.00)
Holder of DSGX: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1369078 (value 99662030; 0.02% of shares outstanding; change 0.00)
Holder of DSL: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 50000 (value 544000; 0.00% of shares outstanding; change 1.00)
Holder of DSL: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 51196 (value 551892; 0.00% of shares outstanding; change 1.00)
Holder of DSL: ADVISORS' INNER CIRCLE III-First Foundation Fixed Income Fund
Shares held as of 2026-03-31: 9193 (value 96986; 0.00% of shares outstanding; change 0.00)
Holder of DSL: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 2012525 (value 21232139; 0.02% of shares outstanding; change 2.34)
Holder of DSL: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 80000 (value 844000; 0.00% of shares outstanding; change 1.00)
Holder of DSL: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 76095 (value 802802; 0.00% of shares outstanding; change -0.33)
Holder of DSL: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 59967 (value 632651; 0.00% of shares outstanding; change -0.75)
Holder of DSL: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 56448 (value 595526; 0.00% of shares outstanding; change 0.10)
Holder of DSL: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1120724 (value 12305549; 0.01% of shares outstanding; change 0.04)
Holder of DSL: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1088854 (value 11574518; 0.01% of shares outstanding; change -0.03)
Holder of DSL: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1086460 (value 11462153; 0.01% of shares outstanding; change 0.00)
Holder of DSM: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2025-12-31: 127431 (value 783700; 0.00% of shares outstanding; change 0.00)
Holder of DSM: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 283885 (value 1745892; 0.01% of shares outstanding; change 0.17)
Holder of DSM: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 97052 (value 596869; 0.00% of shares outstanding; change 0.40)
Holder of DSM: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 309838 (value 1905503; 0.01% of shares outstanding; change 0.05)
Holder of DSM: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2025-12-31: 156225 (value 960783; 0.00% of shares outstanding; change 1.00)
Holder of DSM: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 1481841 (value 9039229; 0.03% of shares outstanding; change 0.16)
Holder of DSM: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 363436 (value 2144272; 0.01% of shares outstanding; change 0.00)
Holder of DSM: High Income Securities Fund
Shares held as of 2026-02-28: 1311538 (value 7738074; 0.03% of shares outstanding; change 0.16)
Holder of DSM: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2026-03-31: 127431 (value 751842; 0.00% of shares outstanding; change 0.00)
Holder of DSM: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 425476 (value 2510308; 0.01% of shares outstanding; change -0.28)
Holder of DSM: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 297560 (value 1755604; 0.01% of shares outstanding; change 0.05)
Holder of DSM: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 102318 (value 603676; 0.00% of shares outstanding; change 0.05)
Holder of DSM: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 321529 (value 1897021; 0.01% of shares outstanding; change 0.04)
Holder of DSM: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2026-03-31: 190369 (value 1123177; 0.00% of shares outstanding; change 0.22)
Holder of DSM: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 1481741 (value 8742272; 0.03% of shares outstanding; change 0.00)
Holder of DSM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 420121 (value 2562738; 0.01% of shares outstanding; change 0.01)
Holder of DSM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 432333 (value 2619937; 0.01% of shares outstanding; change 0.03)
Holder of DSM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 423652 (value 2499546; 0.01% of shares outstanding; change -0.02)
Holder of DSN.DE: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2025-12-31: 2976287 (value 133069789; 0.00% of shares outstanding; change -0.04)
Holder of DSN.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5923053 (value 264819694; 0.01% of shares outstanding; change -0.01)
Holder of DSN.DE: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 3373657 (value 150836201; 0.00% of shares outstanding; change -0.52)
Holder of DSN.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9183402 (value 410589895; 0.01% of shares outstanding; change -0.02)
Holder of DSN.DE: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2026-03-31: 2718239 (value 129170718; 0.00% of shares outstanding; change -0.09)
Holder of DSN.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 3613977 (value 178096782; 0.00% of shares outstanding; change 0.00)
Holder of DSN.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 4458663 (value 219722907; 0.01% of shares outstanding; change 0.00)
Holder of DSN.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 2457371 (value 109869055; 0.00% of shares outstanding; change 0.01)
Holder of DSN.DE: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 3066842 (value 137118503; 0.00% of shares outstanding; change 0.00)
Holder of DSN.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6127324 (value 291170439; 0.01% of shares outstanding; change 0.03)
Holder of DSN.DE: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 2796657 (value 132897141; 0.00% of shares outstanding; change -0.17)
Holder of DSN.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9262297 (value 440144357; 0.01% of shares outstanding; change 0.01)
Holder of DSN.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4706182 (value 210413392; 0.01% of shares outstanding; change 0.01)
Holder of DSN.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 2332397 (value 104281467; 0.00% of shares outstanding; change 0.01)
Holder of DSN.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2513212 (value 119427835; 0.00% of shares outstanding; change 0.01)
Holder of DSN.DE: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 3082589 (value 146484630; 0.00% of shares outstanding; change 0.00)
Holder of DSN.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4611812 (value 219153308; 0.01% of shares outstanding; change -0.02)
Holder of DSN.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 2236081 (value 106258570; 0.00% of shares outstanding; change -0.04)
Holder of DSN.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 3613977 (value 171736188; 0.00% of shares outstanding; change 0.00)
Holder of DSN.DE: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-06-30: 2273883 (value 108054921; 0.00% of shares outstanding; change 0.01)
Holder of DSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 185917 (value 2364864; 0.01% of shares outstanding; change 0.10)
Holder of DSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 468891 (value 5964293; 0.02% of shares outstanding; change 0.00)
Holder of DSP: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 87504 (value 938917; 0.00% of shares outstanding; change 0.35)
Holder of DSP: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-01-31: 106784 (value 1145792; 0.01% of shares outstanding; change -0.07)
Holder of DSP: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 216359 (value 2321531; 0.01% of shares outstanding; change 1.00)
Holder of DSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 145769 (value 1564101; 0.01% of shares outstanding; change 0.01)
Holder of DSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 73635 (value 891719; 0.00% of shares outstanding; change 0.08)
Holder of DSP: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 518206 (value 5544804; 0.03% of shares outstanding; change 0.05)
Holder of DSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 185917 (value 1989311; 0.01% of shares outstanding; change 0.00)
Holder of DSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 468891 (value 5017133; 0.02% of shares outstanding; change 0.00)
Holder of DSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 371427 (value 4724551; 0.02% of shares outstanding; change 0.02)
Holder of DSP: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 103283 (value 1105128; 0.01% of shares outstanding; change 0.18)
Holder of DSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 83915 (value 1062363; 0.00% of shares outstanding; change 0.14)
Holder of DSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 151126 (value 1617048; 0.01% of shares outstanding; change 0.04)
Holder of DSP: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-04-30: 106460 (value 1139121; 0.01% of shares outstanding; change 0.00)
Holder of DSP: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 203343 (value 2175770; 0.01% of shares outstanding; change -0.06)
Holder of DSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 356899 (value 4625411; 0.02% of shares outstanding; change -0.04)
Holder of DSP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 124310 (value 1611057; 0.01% of shares outstanding; change 0.00)
Holder of DSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 88834 (value 950523; 0.00% of shares outstanding; change 0.06)
Holder of DSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 360291 (value 3855113; 0.02% of shares outstanding; change 0.01)
Holder of DSP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 123030 (value 1316420; 0.01% of shares outstanding; change -0.01)
Holder of DSS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 58032 (value 27861; 0.01% of shares outstanding; change 0.00)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 46440 (value 22240; 0.00% of shares outstanding; change 2.47)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6416 (value 3072; 0.00% of shares outstanding; change 0.00)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1202 (value 575; 0.00% of shares outstanding; change 0.00)
Holder of DSS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 58032 (value 31917; 0.01% of shares outstanding; change 0.00)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 46271 (value 27299; 0.00% of shares outstanding; change 0.00)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5454 (value 3217; 0.00% of shares outstanding; change -0.15)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1202 (value 709; 0.00% of shares outstanding; change 0.00)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 46271 (value 25449; 0.00% of shares outstanding; change 0.00)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5454 (value 2999; 0.00% of shares outstanding; change 0.00)
Holder of DSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1202 (value 661; 0.00% of shares outstanding; change 0.00)
Holder of DSU: -WisdomTree Private Credit and Alternative Income Digital Fund
Shares held as of 2025-12-31: 2973 (value 29165; 0.00% of shares outstanding; change 1.00)
Holder of DSU: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 2772 (value 27193; 0.00% of shares outstanding; change 0.00)
Holder of DSU: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 1742 (value 17089; 0.00% of shares outstanding; change 0.00)
Holder of DSU: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 2248 (value 22052; 0.00% of shares outstanding; change 0.00)
Holder of DSU: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 58636 (value 568769; 0.00% of shares outstanding; change -0.24)
Holder of DSU: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 713 (value 6916; 0.00% of shares outstanding; change 0.00)
Holder of DSU: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 4697 (value 45607; 0.00% of shares outstanding; change 0.00)
Holder of DSU: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 1690473 (value 15873542; 0.03% of shares outstanding; change 1.39)
Holder of DSU: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 236627 (value 2221927; 0.00% of shares outstanding; change -0.10)
Holder of DSU: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 5762 (value 54105; 0.00% of shares outstanding; change 1.08)
Holder of DSU: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 3599 (value 33794; 0.00% of shares outstanding; change 1.07)
Holder of DSU: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 1572 (value 14761; 0.00% of shares outstanding; change 1.27)
Holder of DSU: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 2776 (value 26066; 0.00% of shares outstanding; change 0.23)
Holder of DSU: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 43717 (value 410502; 0.00% of shares outstanding; change -0.25)
Holder of DSU: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 458854 (value 4450883; 0.01% of shares outstanding; change -0.05)
Holder of DSU: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 1902 (value 17859; 0.00% of shares outstanding; change 1.67)
Holder of DSU: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 13930 (value 130802; 0.00% of shares outstanding; change 1.97)
Holder of DSU: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 445763 (value 4216917; 0.01% of shares outstanding; change -0.03)
Holder of DSU: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 444782 (value 4176503; 0.01% of shares outstanding; change 0.00)
Holder of DSV.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 9191008 (value 74722896; 0.01% of shares outstanding; change -0.13)
Holder of DSV.TO: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2025-12-31: 6012700 (value 48883251; 0.01% of shares outstanding; change 0.00)
Holder of DSV.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 5886700 (value 49919213; 0.01% of shares outstanding; change 0.00)
Holder of DSV.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4791435 (value 40631366; 0.01% of shares outstanding; change 0.78)
Holder of DSV.TO: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 5400000 (value 46656001; 0.01% of shares outstanding; change 3599.00)
Holder of DSV.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 6626909 (value 57256496; 0.01% of shares outstanding; change -0.28)
Holder of DSV.TO: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2026-03-31: 5301800 (value 45807553; 0.01% of shares outstanding; change -0.12)
Holder of DSV.TO: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 3633092 (value 29537038; 0.00% of shares outstanding; change -0.29)
Holder of DSV.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4892616 (value 42272203; 0.01% of shares outstanding; change 0.57)
Holder of DSV.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 5886700 (value 50861090; 0.01% of shares outstanding; change 0.00)
Holder of DSV.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 20242361 (value 164570397; 0.03% of shares outstanding; change -0.14)
Holder of DSV.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7392641 (value 63872420; 0.01% of shares outstanding; change 0.54)
Holder of DSV.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 28498987 (value 231696767; 0.04% of shares outstanding; change 0.00)
Holder of DSV.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 16016262 (value 130212211; 0.02% of shares outstanding; change -0.02)
Holder of DSV.TO: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-04-30: 6796967 (value 67697791; 0.01% of shares outstanding; change -0.04)
Holder of DSV.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 19797668 (value 153233945; 0.02% of shares outstanding; change -0.19)
Holder of DSV.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 28142874 (value 243154441; 0.03% of shares outstanding; change -0.01)
Holder of DSV.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 15673706 (value 136674720; 0.02% of shares outstanding; change -0.02)
Holder of DSV.TO: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-05-31: 6651194 (value 57466318; 0.01% of shares outstanding; change -0.02)
Holder of DSV.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 19344348 (value 167135173; 0.02% of shares outstanding; change -0.02)
Holder of DSV.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 16800100 (value 145152869; 0.02% of shares outstanding; change 0.07)
Holder of DSWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1149 (value 3757; 0.00% of shares outstanding; change 0.00)
Holder of DSWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1149 (value 4481; 0.00% of shares outstanding; change 0.00)
Holder of DSWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1149 (value 3998; 0.00% of shares outstanding; change 0.00)
Holder of DSX: Unified Series Trust-Appleseed Fund
Shares held as of 2025-12-31: 175000 (value 412999; 0.00% of shares outstanding; change -0.67)
Holder of DSX: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 494219 (value 1062570; 0.00% of shares outstanding; change 8.42)
Holder of DSX: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1000 (value 2250; 0.00% of shares outstanding; change 1.00)
Holder of DSX: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 1217451 (value 2739264; 0.01% of shares outstanding; change 1.46)
Holder of DSY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2106 (value 3727; 0.00% of shares outstanding; change 0.00)
Holder of DSY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2106 (value 5644; 0.00% of shares outstanding; change 0.00)
Holder of DSY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2106 (value 6654; 0.00% of shares outstanding; change 0.00)
Holder of DSY.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6247090 (value 123161380; 0.00% of shares outstanding; change 0.02)
Holder of DSY.PA: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 9203665 (value 156738421; 0.01% of shares outstanding; change 1.00)
Holder of DSY.PA: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-01-31: 3346131 (value 56984613; 0.00% of shares outstanding; change -0.10)
Holder of DSY.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9660292 (value 173450542; 0.01% of shares outstanding; change 0.01)
Holder of DSY.PA: GMO TRUST-GMO Quality Fund
Shares held as of 2026-02-28: 4153342 (value 75736193; 0.00% of shares outstanding; change 0.12)
Holder of DSY.PA: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 11678525 (value 212957910; 0.01% of shares outstanding; change 0.26)
Holder of DSY.PA: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 10351577 (value 188761012; 0.01% of shares outstanding; change 0.12)
Holder of DSY.PA: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 13277700 (value 242118867; 0.01% of shares outstanding; change 0.13)
Holder of DSY.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 10043043 (value 183134895; 0.01% of shares outstanding; change 0.12)
Holder of DSY.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6400128 (value 116706337; 0.00% of shares outstanding; change 0.02)
Holder of DSY.PA: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 38890364 (value 709165811; 0.03% of shares outstanding; change 3.23)
Holder of DSY.PA: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 13379077 (value 243967477; 0.01% of shares outstanding; change 3.54)
Holder of DSY.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9650218 (value 175971731; 0.01% of shares outstanding; change 0.00)
Holder of DSY.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4786807 (value 88531999; 0.00% of shares outstanding; change 0.01)
Holder of DSY.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4822327 (value 87935135; 0.00% of shares outstanding; change 0.01)
Holder of DSYA.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6247090 (value 125941333; 0.00% of shares outstanding; change 0.02)
Holder of DSYA.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 9203665 (value 185545884; 0.01% of shares outstanding; change 1.00)
Holder of DSYA.DE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-01-31: 3346131 (value 67458000; 0.00% of shares outstanding; change -0.10)
Holder of DSYA.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9660292 (value 194751485; 0.01% of shares outstanding; change 0.01)
Holder of DSYA.DE: GMO TRUST-GMO Quality Fund
Shares held as of 2026-02-28: 4153342 (value 82609969; 0.00% of shares outstanding; change 0.12)
Holder of DSYA.DE: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 11678525 (value 232285855; 0.01% of shares outstanding; change 0.26)
Holder of DSYA.DE: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 10351577 (value 205892860; 0.01% of shares outstanding; change 0.12)
Holder of DSYA.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 13277700 (value 264093444; 0.01% of shares outstanding; change 0.13)
Holder of DSYA.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 10043043 (value 202467745; 0.01% of shares outstanding; change 0.12)
Holder of DSYA.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6400128 (value 127298542; 0.00% of shares outstanding; change 0.02)
Holder of DSYA.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 38890364 (value 773529316; 0.03% of shares outstanding; change 3.23)
Holder of DSYA.DE: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 13379077 (value 266109833; 0.01% of shares outstanding; change 3.54)
Holder of DSYA.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9650218 (value 191942830; 0.01% of shares outstanding; change 0.00)
Holder of DSYA.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4786807 (value 96502028; 0.00% of shares outstanding; change 0.01)
Holder of DSYA.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4822327 (value 95916081; 0.00% of shares outstanding; change 0.01)
Holder of DSYA.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 12414624 (value 246926863; 0.01% of shares outstanding; change 0.24)
Holder of DT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3248879 (value 138369757; 0.01% of shares outstanding; change 0.01)
Holder of DT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 3860168 (value 164404555; 0.01% of shares outstanding; change -0.03)
Holder of DT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6841511 (value 291379954; 0.02% of shares outstanding; change -0.04)
Holder of DT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9503283 (value 404744824; 0.03% of shares outstanding; change 0.00)
Holder of DT: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 4218213 (value 170668894; 0.01% of shares outstanding; change 0.08)
Holder of DT: Vanguard Explorer Fund
Shares held as of 2026-01-31: 2565613 (value 103804699; 0.01% of shares outstanding; change -0.18)
Holder of DT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 4066740 (value 169257714; 0.01% of shares outstanding; change 0.03)
Holder of DT: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 2457390 (value 102276569; 0.01% of shares outstanding; change 0.00)
Holder of DT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3329468 (value 138572454; 0.01% of shares outstanding; change 0.02)
Holder of DT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3848809 (value 160187426; 0.01% of shares outstanding; change 0.00)
Holder of DT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6876786 (value 286211825; 0.02% of shares outstanding; change 0.01)
Holder of DT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9474238 (value 394317775; 0.03% of shares outstanding; change 0.00)
Holder of DT: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 5202197 (value 219480684; 0.02% of shares outstanding; change 0.00)
Holder of DT: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 5055118 (value 210394005; 0.02% of shares outstanding; change 0.20)
Holder of DT: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2345313 (value 97611924; 0.01% of shares outstanding; change -0.09)
Holder of DT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 10068631 (value 407376801; 0.03% of shares outstanding; change 0.02)
Holder of DT: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 5295185 (value 220385594; 0.02% of shares outstanding; change 0.02)
Holder of DT: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 2457390 (value 110017351; 0.01% of shares outstanding; change 0.00)
Holder of DT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 10118012 (value 421111648; 0.03% of shares outstanding; change 0.00)
Holder of DT3.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 3438137 (value 336318560; 0.02% of shares outstanding; change -0.01)
Holder of DT3.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 2908669 (value 308202564; 0.02% of shares outstanding; change -0.15)
Holder of DT3.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2361742 (value 231025601; 0.01% of shares outstanding; change -0.02)
Holder of DT3.DE: Fidelity Contrafund
Shares held as of 2026-03-31: 6868442 (value 671870994; 0.04% of shares outstanding; change 0.05)
Holder of DT3.DE: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2911500 (value 308502537; 0.02% of shares outstanding; change -0.09)
Holder of DT3.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 2300900 (value 243803361; 0.01% of shares outstanding; change -0.02)
Holder of DT3.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4697517 (value 497748897; 0.02% of shares outstanding; change -0.02)
Holder of DT3.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4079818 (value 432297511; 0.02% of shares outstanding; change -0.03)
Holder of DT3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5999052 (value 635659544; 0.03% of shares outstanding; change -0.01)
Holder of DT3.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2197710 (value 214979991; 0.01% of shares outstanding; change 0.03)
Holder of DT3.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2392235 (value 234008426; 0.01% of shares outstanding; change 0.01)
Holder of DT3.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2366599 (value 250764827; 0.01% of shares outstanding; change 0.00)
Holder of DT3.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 8644992 (value 916023344; 0.05% of shares outstanding; change -0.01)
Holder of DT3.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2540605 (value 269202503; 0.01% of shares outstanding; change 0.21)
Holder of DT3.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2436731 (value 258196014; 0.01% of shares outstanding; change 0.02)
Holder of DTCX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 112307 (value 259429; 0.00% of shares outstanding; change -0.24)
Holder of DTCX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 153912 (value 355536; 0.00% of shares outstanding; change 1.28)
Holder of DTCX: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 3488 (value 6522; 0.00% of shares outstanding; change 0.84)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 148955 (value 330680; 0.00% of shares outstanding; change 1.67)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 23847 (value 52940; 0.00% of shares outstanding; change 1.52)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 35844 (value 79573; 0.00% of shares outstanding; change 1.67)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 34289 (value 76121; 0.00% of shares outstanding; change 1.36)
Holder of DTCX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 258123 (value 482690; 0.01% of shares outstanding; change 1.30)
Holder of DTCX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1317363 (value 2463468; 0.03% of shares outstanding; change 7.56)
Holder of DTCX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 33657 (value 62938; 0.00% of shares outstanding; change 1.00)
Holder of DTCX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 23000 (value 43010; 0.00% of shares outstanding; change 1.00)
Holder of DTCX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 52456 (value 116452; 0.00% of shares outstanding; change 0.90)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 148413 (value 264175; 0.00% of shares outstanding; change 0.00)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 23847 (value 42447; 0.00% of shares outstanding; change 0.00)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 35844 (value 63802; 0.00% of shares outstanding; change 0.00)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 46483 (value 82739; 0.00% of shares outstanding; change 0.36)
Holder of DTCX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 52801 (value 89761; 0.00% of shares outstanding; change 0.01)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 128607 (value 240495; 0.00% of shares outstanding; change -0.13)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 23847 (value 44593; 0.00% of shares outstanding; change 0.00)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 35844 (value 67028; 0.00% of shares outstanding; change 0.00)
Holder of DTCX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 46483 (value 86923; 0.00% of shares outstanding; change 0.00)
Holder of DTCX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 52111 (value 97447; 0.00% of shares outstanding; change -0.01)
Holder of DTE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5237071 (value 748220308; 0.03% of shares outstanding; change 0.02)
Holder of DTE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5553970 (value 793495666; 0.03% of shares outstanding; change 0.00)
Holder of DTE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 5585437 (value 820109724; 0.03% of shares outstanding; change 0.00)
Holder of DTE: Capital Income Builder
Shares held as of 2026-03-31: 3163094 (value 464437097; 0.02% of shares outstanding; change 0.05)
Holder of DTE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2652272 (value 378930087; 0.01% of shares outstanding; change 0.00)
Holder of DTE: Income Fund of America
Shares held as of 2026-03-31: 2899859 (value 425786302; 0.01% of shares outstanding; change 0.00)
Holder of DTE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5276887 (value 788683566; 0.03% of shares outstanding; change 0.01)
Holder of DTE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3812302 (value 569786682; 0.02% of shares outstanding; change -0.01)
Holder of DTE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5614690 (value 839171605; 0.03% of shares outstanding; change 0.01)
Holder of DTE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 3868743 (value 568047541; 0.02% of shares outstanding; change 0.00)
Holder of DTE: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 5585437 (value 838318218; 0.03% of shares outstanding; change 0.00)
Holder of DTE: Capital Income Builder
Shares held as of 2026-04-30: 3163094 (value 468738907; 0.02% of shares outstanding; change 0.00)
Holder of DTE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2661431 (value 390777918; 0.01% of shares outstanding; change 0.00)
Holder of DTE: Income Fund of America
Shares held as of 2026-04-30: 2899859 (value 433412945; 0.01% of shares outstanding; change 0.00)
Holder of DTE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 3449865 (value 508579091; 0.02% of shares outstanding; change -0.03)
Holder of DTE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 3868743 (value 580659622; 0.02% of shares outstanding; change 0.00)
Holder of DTE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2686277 (value 406594888; 0.01% of shares outstanding; change 0.01)
Holder of DTE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2657729 (value 397224194; 0.01% of shares outstanding; change 0.00)
Holder of DTE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 3379487 (value 507227191; 0.02% of shares outstanding; change -0.02)
Holder of DTE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2736129 (value 408941858; 0.01% of shares outstanding; change 0.02)
Holder of DTE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 5585437 (value 834799451; 0.03% of shares outstanding; change 0.00)
Holder of DTE: Capital Income Builder
Shares held as of 2026-06-30: 3163094 (value 472756050; 0.02% of shares outstanding; change 0.00)