speb/financial-data huggingface dataset:
Holder of SW.PA: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 2131829 (value 106698039; 0.01% of shares outstanding; change 0.00)
Holder of SW.PA: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 641855 (value 32124842; 0.00% of shares outstanding; change 0.00)
Holder of SW.PA: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 980841 (value 51935531; 0.01% of shares outstanding; change 0.02)
Holder of SW.PA: MFS Series Trust X-MFS International Large Cap Value Fund
Shares held as of 2026-02-28: 1205531 (value 63832867; 0.01% of shares outstanding; change -0.06)
Holder of SW.PA: American Century Capital Portfolios, Inc.-Equity Income Fund
Shares held as of 2026-03-31: 684733 (value 36256612; 0.00% of shares outstanding; change 0.00)
Holder of SW.PA: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 7490101 (value 396600853; 0.05% of shares outstanding; change 0.07)
Holder of SW.PA: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 642622 (value 34026835; 0.00% of shares outstanding; change 1.00)
Holder of SW.PA: FMI Funds Inc-International Fund
Shares held as of 2026-03-31: 1625000 (value 86043751; 0.01% of shares outstanding; change -0.06)
Holder of SW.PA: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 1472802 (value 77984867; 0.01% of shares outstanding; change 1.62)
Holder of SW.PA: Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 657000 (value 34788150; 0.00% of shares outstanding; change -0.40)
Holder of SW.PA: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 2131829 (value 112880347; 0.01% of shares outstanding; change 0.00)
Holder of SW.PA: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 846476 (value 44820904; 0.01% of shares outstanding; change 0.51)
Holder of SWAG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 88157 (value 186892; 0.00% of shares outstanding; change 0.20)
Holder of SWAG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 179148 (value 379793; 0.01% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 79000 (value 165899; 0.00% of shares outstanding; change 0.49)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1570 (value 3296; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 13640 (value 28643; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11291 (value 23711; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 88157 (value 174550; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 179148 (value 354713; 0.01% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 78713 (value 177891; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1570 (value 3548; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 13640 (value 30826; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11291 (value 25517; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 72440 (value 143431; 0.00% of shares outstanding; change -0.08)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1570 (value 3108; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 13640 (value 27007; 0.00% of shares outstanding; change 0.00)
Holder of SWAG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11291 (value 22356; 0.00% of shares outstanding; change 0.00)
Holder of SWBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 481891 (value 7334381; 0.01% of shares outstanding; change -0.03)
Holder of SWBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1308562 (value 19916313; 0.03% of shares outstanding; change 0.00)
Holder of SWBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 534854 (value 8600452; 0.01% of shares outstanding; change 0.07)
Holder of SWBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 346218 (value 5567185; 0.01% of shares outstanding; change 0.00)
Holder of SWBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 431871 (value 6944485; 0.01% of shares outstanding; change 0.01)
Holder of SWBI: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 789133 (value 11552907; 0.02% of shares outstanding; change 0.40)
Holder of SWBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 504186 (value 7381283; 0.01% of shares outstanding; change 0.05)
Holder of SWBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1308562 (value 19157348; 0.03% of shares outstanding; change 0.00)
Holder of SWBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1094779 (value 16662536; 0.02% of shares outstanding; change 0.02)
Holder of SWBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 382864 (value 5827190; 0.01% of shares outstanding; change 0.00)
Holder of SWBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 309752 (value 4559549; 0.01% of shares outstanding; change 0.00)
Holder of SWBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 571087 (value 8360713; 0.01% of shares outstanding; change 0.07)
Holder of SWBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 346218 (value 5068631; 0.01% of shares outstanding; change 0.00)
Holder of SWBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 439920 (value 6440428; 0.01% of shares outstanding; change 0.02)
Holder of SWBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1051876 (value 16914165; 0.02% of shares outstanding; change -0.04)
Holder of SWBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 378499 (value 6086263; 0.01% of shares outstanding; change -0.01)
Holder of SWBI: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 511082 (value 8218198; 0.01% of shares outstanding; change 0.01)
Holder of SWBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 323766 (value 5206157; 0.01% of shares outstanding; change 0.05)
Holder of SWBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1061893 (value 15546113; 0.02% of shares outstanding; change 0.01)
Holder of SWBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 381700 (value 5588088; 0.01% of shares outstanding; change 0.01)
Holder of SWBI: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 494272 (value 7236142; 0.01% of shares outstanding; change -0.03)
Holder of SWBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 566195 (value 8289094; 0.01% of shares outstanding; change 0.75)
Holder of SWG.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 52225135 (value 3929419045; 0.03% of shares outstanding; change -0.09)
Holder of SWG.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 51357235 (value 4595445560; 0.03% of shares outstanding; change -0.02)
Holder of SWG.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 21331276 (value 1604965160; 0.01% of shares outstanding; change 0.00)
Holder of SWG.DE: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 12840504 (value 1148968341; 0.01% of shares outstanding; change 0.71)
Holder of SWG.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 15262992 (value 1365732575; 0.01% of shares outstanding; change 0.00)
Holder of SWG.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 42446428 (value 3798106519; 0.02% of shares outstanding; change 0.01)
Holder of SWG.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 52859641 (value 4729880854; 0.03% of shares outstanding; change 0.00)
Holder of SWG.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 15396572 (value 1377685314; 0.01% of shares outstanding; change -0.01)
Holder of SWG.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 11684042 (value 879107295; 0.01% of shares outstanding; change 0.03)
Holder of SWG.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 19984185 (value 1503610036; 0.01% of shares outstanding; change 0.03)
Holder of SWG.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 21604905 (value 1625553006; 0.01% of shares outstanding; change 0.01)
Holder of SWG.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 21375133 (value 1912646972; 0.01% of shares outstanding; change 0.00)
Holder of SWG.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 22006605 (value 1969151089; 0.01% of shares outstanding; change 0.02)
Holder of SWG.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 11129650 (value 995881119; 0.01% of shares outstanding; change -0.01)
Holder of SWG.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 19758128 (value 1767957359; 0.01% of shares outstanding; change -0.02)
Holder of SWIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 517946 (value 2734754; 0.00% of shares outstanding; change -0.05)
Holder of SWIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1738076 (value 9177041; 0.01% of shares outstanding; change 0.00)
Holder of SWIM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 638990 (value 3715726; 0.01% of shares outstanding; change 0.07)
Holder of SWIM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 430417 (value 2502874; 0.00% of shares outstanding; change 0.00)
Holder of SWIM: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 367079 (value 2134564; 0.00% of shares outstanding; change 0.00)
Holder of SWIM: Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund
Shares held as of 2026-02-28: 722800 (value 4203082; 0.01% of shares outstanding; change 0.00)
Holder of SWIM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 434981 (value 2529414; 0.00% of shares outstanding; change 0.01)
Holder of SWIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 510047 (value 2805258; 0.00% of shares outstanding; change -0.02)
Holder of SWIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1738076 (value 9559418; 0.01% of shares outstanding; change 0.00)
Holder of SWIM: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 1207314 (value 6640227; 0.01% of shares outstanding; change -0.14)
Holder of SWIM: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 763508 (value 4199294; 0.01% of shares outstanding; change 0.00)
Holder of SWIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1182261 (value 6242338; 0.01% of shares outstanding; change 0.07)
Holder of SWIM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 745131 (value 4098220; 0.01% of shares outstanding; change 0.17)
Holder of SWIM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 439349 (value 2416419; 0.00% of shares outstanding; change 0.02)
Holder of SWIM: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 381239 (value 2096814; 0.00% of shares outstanding; change 0.47)
Holder of SWIM: Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund
Shares held as of 2026-04-30: 722800 (value 3975400; 0.01% of shares outstanding; change 0.00)
Holder of SWIM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 489924 (value 2694582; 0.00% of shares outstanding; change 0.13)
Holder of SWIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1135953 (value 6605566; 0.01% of shares outstanding; change -0.04)
Holder of SWIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1187727 (value 6532498; 0.01% of shares outstanding; change 0.05)
Holder of SWK: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3905184 (value 310149706; 0.03% of shares outstanding; change 0.02)
Holder of SWK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3515271 (value 279182816; 0.02% of shares outstanding; change -0.04)
Holder of SWK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2266196 (value 179981282; 0.01% of shares outstanding; change -0.03)
Holder of SWK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4869255 (value 386716223; 0.03% of shares outstanding; change 0.00)
Holder of SWK: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 6362058 (value 534540091; 0.04% of shares outstanding; change 0.00)
Holder of SWK: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 5875287 (value 518317826; 0.04% of shares outstanding; change 0.00)
Holder of SWK: Investment Co of America
Shares held as of 2026-03-31: 5875287 (value 529774618; 0.04% of shares outstanding; change 0.00)
Holder of SWK: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 2788000 (value 254432885; 0.02% of shares outstanding; change -0.01)
Holder of SWK: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3934689 (value 359079726; 0.03% of shares outstanding; change 0.01)
Holder of SWK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3575750 (value 326322952; 0.02% of shares outstanding; change 0.02)
Holder of SWK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2277048 (value 207803405; 0.01% of shares outstanding; change 0.00)
Holder of SWK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4926284 (value 449572688; 0.03% of shares outstanding; change 0.01)
Holder of SWK: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 6362058 (value 561260764; 0.04% of shares outstanding; change 0.00)
Holder of SWK: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 2288088 (value 179752187; 0.01% of shares outstanding; change -0.03)
Holder of SWK: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 2148556 (value 168790554; 0.01% of shares outstanding; change 0.09)
Holder of SWK: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2003983 (value 168374644; 0.01% of shares outstanding; change 0.01)
Holder of SWK: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 2282694 (value 205830513; 0.01% of shares outstanding; change 0.00)
Holder of SWK: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 2126954 (value 178706667; 0.01% of shares outstanding; change -0.01)
Holder of SWK: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2041063 (value 186267413; 0.01% of shares outstanding; change 0.02)
Holder of SWK: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 6362058 (value 580601426; 0.04% of shares outstanding; change 0.00)
Holder of SWK: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2349332 (value 214400043; 0.02% of shares outstanding; change 0.03)
Holder of SWK: Investment Co of America
Shares held as of 2026-06-30: 5875287 (value 536178704; 0.04% of shares outstanding; change 0.00)
Holder of SWK: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 2109130 (value 192479208; 0.01% of shares outstanding; change -0.01)
Holder of SWKS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3750672 (value 291989809; 0.02% of shares outstanding; change 0.02)
Holder of SWKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3371519 (value 262472749; 0.02% of shares outstanding; change -0.04)
Holder of SWKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2175383 (value 169353563; 0.01% of shares outstanding; change -0.03)
Holder of SWKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4670723 (value 363615778; 0.03% of shares outstanding; change 0.00)
Holder of SWKS: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 3531364 (value 255211664; 0.02% of shares outstanding; change 0.45)
Holder of SWKS: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4588877 (value 276296279; 0.03% of shares outstanding; change 0.08)
Holder of SWKS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2294980 (value 138180743; 0.02% of shares outstanding; change 0.03)
Holder of SWKS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3822312 (value 230141402; 0.03% of shares outstanding; change 0.02)
Holder of SWKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3467188 (value 208759386; 0.02% of shares outstanding; change 0.03)
Holder of SWKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2207952 (value 132940787; 0.01% of shares outstanding; change 0.02)
Holder of SWKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4787841 (value 288275902; 0.03% of shares outstanding; change 0.03)
Holder of SWKS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 3047894 (value 238528190; 0.02% of shares outstanding; change -0.03)
Holder of SWKS: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 3531364 (value 212623423; 0.02% of shares outstanding; change 0.00)
Holder of SWKS: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 3189639 (value 230515199; 0.02% of shares outstanding; change 0.00)
Holder of SWKS: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 2811021 (value 203152478; 0.02% of shares outstanding; change 0.03)
Holder of SWKS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 3037337 (value 180265946; 0.02% of shares outstanding; change 0.00)
Holder of SWKS: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 3171986 (value 190985274; 0.02% of shares outstanding; change -0.01)
Holder of SWKS: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 2847945 (value 171474765; 0.02% of shares outstanding; change 0.01)
Holder of SWKS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2589776 (value 155930410; 0.02% of shares outstanding; change -0.15)
Holder of SWMR: -Defiance Drone and Modern Warfare ETF
Shares held as of 2026-03-31: 14196 (value 551372; 0.00% of shares outstanding; change 1.00)
Holder of SWMR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7445 (value 425854; 0.00% of shares outstanding; change 1.00)
Holder of SWMR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7445 (value 308892; 0.00% of shares outstanding; change 0.00)
Holder of SWMR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7445 (value 289163; 0.00% of shares outstanding; change 0.00)
Holder of SWMR: -ProShares Russell 2000 Dynamic Buffer ETF
Shares held as of 2026-06-30: 1 (value 38; 0.00% of shares outstanding; change 1.00)
Holder of SWMR: -WisdomTree Global Defense Fund
Shares held as of 2026-06-30: 66 (value 2563; 0.00% of shares outstanding; change 1.00)
Holder of SWMR: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 1628 (value 63231; 0.00% of shares outstanding; change 1.00)
Holder of SWMR: ProShares Trust-ProShares Hedge Replication ETF
Shares held as of 2026-06-30: 4 (value 155; 0.00% of shares outstanding; change 1.00)
Holder of SWMR: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 185 (value 7185; 0.00% of shares outstanding; change 1.00)
Holder of SWMR: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 145 (value 5631; 0.00% of shares outstanding; change 1.00)
Holder of SWMR: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 122 (value 4738; 0.00% of shares outstanding; change 1.00)
Holder of SWN.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 18025315 (value 655220172; 0.04% of shares outstanding; change 0.00)
Holder of SWN.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6274520 (value 228078792; 0.01% of shares outstanding; change -0.05)
Holder of SWN.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 25052878 (value 1016645835; 0.05% of shares outstanding; change -0.01)
Holder of SWN.DE: VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund
Shares held as of 2026-03-31: 5629089 (value 228428441; 0.01% of shares outstanding; change 0.00)
Holder of SWN.DE: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 8459559 (value 343288919; 0.02% of shares outstanding; change 0.00)
Holder of SWN.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12479085 (value 506401292; 0.03% of shares outstanding; change -0.04)
Holder of SWN.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 10610563 (value 430576665; 0.02% of shares outstanding; change -0.06)
Holder of SWN.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15611642 (value 633520460; 0.03% of shares outstanding; change -0.04)
Holder of SWN.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 19034343 (value 772413673; 0.04% of shares outstanding; change 0.06)
Holder of SWN.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5838932 (value 212245169; 0.01% of shares outstanding; change 0.03)
Holder of SWN.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6355003 (value 231004349; 0.01% of shares outstanding; change 0.01)
Holder of SWN.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6287422 (value 255143596; 0.01% of shares outstanding; change 0.00)
Holder of SWN.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6473247 (value 262684375; 0.01% of shares outstanding; change 0.02)
Holder of SWN.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5905584 (value 239648609; 0.01% of shares outstanding; change 0.00)
Holder of SWR.L: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 10312263 (value 30947101263; 0.02% of shares outstanding; change -0.06)
Holder of SWR.L: Capital Income Builder
Shares held as of 2026-03-31: 9030709 (value 30334151531; 0.02% of shares outstanding; change -0.17)
Holder of SWR.L: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 10510026 (value 35303177334; 0.02% of shares outstanding; change 0.02)
Holder of SWR.L: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6671453 (value 20021030453; 0.01% of shares outstanding; change 0.00)
Holder of SWR.L: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 10341247 (value 34736248673; 0.02% of shares outstanding; change 1.00)
Holder of SWR.L: Income Fund of America
Shares held as of 2026-03-31: 12472417 (value 41894848703; 0.02% of shares outstanding; change 0.19)
Holder of SWR.L: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13275747 (value 44593234173; 0.03% of shares outstanding; change 0.01)
Holder of SWR.L: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 12043565 (value 40454334835; 0.02% of shares outstanding; change 0.02)
Holder of SWR.L: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 7669134 (value 25760621106; 0.01% of shares outstanding; change 0.00)
Holder of SWR.L: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16617146 (value 55816993414; 0.03% of shares outstanding; change 0.01)
Holder of SWR.L: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6694531 (value 22486929629; 0.01% of shares outstanding; change 0.00)
Holder of SWR.L: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6750303 (value 22674267777; 0.01% of shares outstanding; change 0.00)
Holder of SWVL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3786 (value 5697; 0.00% of shares outstanding; change 0.00)
Holder of SWVL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3786 (value 5679; 0.00% of shares outstanding; change 0.00)
Holder of SWVL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3786 (value 5300; 0.00% of shares outstanding; change 0.00)
Holder of SWX: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 704050 (value 60696149; 0.01% of shares outstanding; change -0.22)
Holder of SWX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 692432 (value 59694562; 0.01% of shares outstanding; change 0.01)
Holder of SWX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1470059 (value 126733785; 0.02% of shares outstanding; change -0.04)
Holder of SWX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 948117 (value 81737165; 0.01% of shares outstanding; change -0.03)
Holder of SWX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2032039 (value 175182080; 0.03% of shares outstanding; change 0.00)
Holder of SWX: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 812673 (value 71978447; 0.01% of shares outstanding; change 0.00)
Holder of SWX: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 674050 (value 59700608; 0.01% of shares outstanding; change -0.04)
Holder of SWX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 717645 (value 66791219; 0.01% of shares outstanding; change 0.04)
Holder of SWX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1577218 (value 146791678; 0.02% of shares outstanding; change 0.07)
Holder of SWX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1004319 (value 93471969; 0.01% of shares outstanding; change 0.06)
Holder of SWX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2168086 (value 201783763; 0.03% of shares outstanding; change 0.07)
Holder of SWX: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 701400 (value 60467693; 0.01% of shares outstanding; change 0.25)
Holder of SWX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1672478 (value 144184326; 0.02% of shares outstanding; change 0.05)
Holder of SWX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 689031 (value 64128114; 0.01% of shares outstanding; change 0.03)
Holder of SWX: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 788473 (value 73383181; 0.01% of shares outstanding; change -0.03)
Holder of SWX: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 701400 (value 62122997; 0.01% of shares outstanding; change 0.00)
Holder of SWX: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2169988 (value 192000545; 0.03% of shares outstanding; change 0.02)
Holder of SWX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1627937 (value 144186379; 0.02% of shares outstanding; change -0.03)
Holder of SWX: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 1254814 (value 111138875; 0.02% of shares outstanding; change 0.00)
Holder of SWX: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 701400 (value 65279297; 0.01% of shares outstanding; change 0.00)
Holder of SWX: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2179412 (value 202837874; 0.03% of shares outstanding; change 0.00)
Holder of SWX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1646029 (value 153195918; 0.02% of shares outstanding; change 0.01)
Holder of SWX: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 1241150 (value 115513830; 0.02% of shares outstanding; change -0.01)
Holder of SXC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 915392 (value 8247682; 0.01% of shares outstanding; change -0.03)
Holder of SXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2689258 (value 24230215; 0.03% of shares outstanding; change 0.00)
Holder of SXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1231652 (value 10382826; 0.01% of shares outstanding; change -0.07)
Holder of SXC: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 1037179 (value 8743419; 0.01% of shares outstanding; change -0.06)
Holder of SXC: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 810383 (value 7228616; 0.01% of shares outstanding; change -0.21)
Holder of SXC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 840348 (value 7084133; 0.01% of shares outstanding; change 0.01)
Holder of SXC: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1115789 (value 9952837; 0.01% of shares outstanding; change 0.46)
Holder of SXC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 949114 (value 8466096; 0.01% of shares outstanding; change 0.04)
Holder of SXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2689258 (value 23988181; 0.03% of shares outstanding; change 0.00)
Holder of SXC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2052118 (value 18489583; 0.02% of shares outstanding; change -0.01)
Holder of SXC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3576434 (value 32581312; 0.04% of shares outstanding; change 0.00)
Holder of SXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1231652 (value 10986335; 0.01% of shares outstanding; change 0.00)
Holder of SXC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 846438 (value 7550227; 0.01% of shares outstanding; change 0.01)
Holder of SXC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 4635799 (value 42232127; 0.05% of shares outstanding; change 0.10)
Holder of SXC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2009210 (value 16937640; 0.02% of shares outstanding; change -0.02)
Holder of SXC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3711390 (value 31287018; 0.04% of shares outstanding; change 0.04)
Holder of SXC: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 1810258 (value 15151859; 0.02% of shares outstanding; change 1.00)
Holder of SXC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 4385708 (value 36050520; 0.05% of shares outstanding; change -0.05)
Holder of SXC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2028290 (value 18092346; 0.02% of shares outstanding; change 0.01)
Holder of SXC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3890847 (value 34706355; 0.05% of shares outstanding; change 0.05)
Holder of SXC: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 1807428 (value 16122257; 0.02% of shares outstanding; change 0.00)
Holder of SXC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 4095225 (value 36529407; 0.05% of shares outstanding; change -0.07)
Holder of SXGC.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 162046 (value 1688519; 0.00% of shares outstanding; change 1.00)
Holder of SXGC.TO: SPROTT FUNDS TRUST-Sprott Gold Miners ETF
Shares held as of 2025-12-31: 127434 (value 1327862; 0.00% of shares outstanding; change 1.00)
Holder of SXGC.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 2206090 (value 20075419; 0.01% of shares outstanding; change -0.02)
Holder of SXGC.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 162046 (value 1461654; 0.00% of shares outstanding; change 0.00)
Holder of SXGC.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-03-31: 118191 (value 1231550; 0.00% of shares outstanding; change 0.01)
Holder of SXGC.TO: Gabelli Gold Fund, Inc.-Gabelli Gold Fund Inc
Shares held as of 2026-03-31: 150000 (value 1365000; 0.00% of shares outstanding; change 0.00)
Holder of SXGC.TO: SPROTT FUNDS TRUST-Sprott Gold Miners ETF
Shares held as of 2026-03-31: 129300 (value 1176630; 0.00% of shares outstanding; change 0.01)
Holder of SXGC.TO: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 1472625 (value 13283078; 0.01% of shares outstanding; change 1.00)
Holder of SXGC.TO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1714717 (value 15466748; 0.01% of shares outstanding; change 0.10)
Holder of SXGC.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2108062 (value 19014720; 0.01% of shares outstanding; change 1.00)
Holder of SXGC.TO: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-04-30: 38300 (value 399086; 0.00% of shares outstanding; change 0.00)
Holder of SXGC.TO: -iShares MSCI World Small-Cap ETF
Shares held as of 2026-04-30: 13222 (value 137773; 0.00% of shares outstanding; change 0.00)
Holder of SXGC.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 2146090 (value 19357732; 0.01% of shares outstanding; change -0.03)
Holder of SXGC.TO: GLOBAL X FUNDS-Global X Gold Explorers ETF
Shares held as of 2026-04-30: 146010 (value 1521424; 0.00% of shares outstanding; change -0.06)
Holder of SXGC.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 817654 (value 7375239; 0.00% of shares outstanding; change 1.00)
Holder of SXGC.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 166667 (value 1503336; 0.00% of shares outstanding; change 1.00)
Holder of SXGC.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3182013 (value 28701758; 0.01% of shares outstanding; change 1.00)
Holder of SXGC.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 5946674 (value 61964343; 0.02% of shares outstanding; change -0.02)
Holder of SXGC.TO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 239947 (value 2183517; 0.00% of shares outstanding; change 0.09)
Holder of SXGC.TO: GLOBAL X FUNDS-Global X Gold Explorers ETF
Shares held as of 2026-05-31: 143259 (value 1303656; 0.00% of shares outstanding; change -0.02)
Holder of SXGC.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 5819475 (value 52666249; 0.02% of shares outstanding; change -0.02)
Holder of SXGC.TO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 270361 (value 2438656; 0.00% of shares outstanding; change 0.13)
Holder of SXGC.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 5973629 (value 53882136; 0.02% of shares outstanding; change 0.03)
Holder of SXI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 274704 (value 76095757; 0.02% of shares outstanding; change -0.04)
Holder of SXI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 177294 (value 49112212; 0.01% of shares outstanding; change -0.03)
Holder of SXI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 381982 (value 105812837; 0.03% of shares outstanding; change 0.00)
Holder of SXI: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 188927 (value 59466664; 0.02% of shares outstanding; change 0.14)
Holder of SXI: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-02-28: 163602 (value 49525597; 0.01% of shares outstanding; change 0.38)
Holder of SXI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 468225 (value 141741072; 0.04% of shares outstanding; change -0.05)
Holder of SXI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 221786 (value 67345317; 0.02% of shares outstanding; change 1.00)
Holder of SXI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 279153 (value 84764806; 0.02% of shares outstanding; change 0.02)
Holder of SXI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 177940 (value 54031479; 0.01% of shares outstanding; change 0.00)
Holder of SXI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 386804 (value 117453032; 0.03% of shares outstanding; change 0.01)
Holder of SXI: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 370157 (value 112398170; 0.03% of shares outstanding; change 0.02)
Holder of SXI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 294119 (value 81473907; 0.02% of shares outstanding; change 0.01)
Holder of SXI: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 187715 (value 56999658; 0.02% of shares outstanding; change -0.01)
Holder of SXI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 742389 (value 233978751; 0.06% of shares outstanding; change 0.02)
Holder of SXI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 282542 (value 88932922; 0.02% of shares outstanding; change -0.04)
Holder of SXI: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-05-31: 165459 (value 50241624; 0.01% of shares outstanding; change 0.01)
Holder of SXI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 735861 (value 223444188; 0.06% of shares outstanding; change -0.01)
Holder of SXI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 288464 (value 87592091; 0.02% of shares outstanding; change 0.02)
Holder of SXI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 296648 (value 90077163; 0.02% of shares outstanding; change -0.37)
Holder of SXT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 457513 (value 52087854; 0.01% of shares outstanding; change 0.01)
Holder of SXT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 963918 (value 109742062; 0.02% of shares outstanding; change -0.04)
Holder of SXT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 621572 (value 70765971; 0.01% of shares outstanding; change -0.04)
Holder of SXT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1346304 (value 153276708; 0.03% of shares outstanding; change 0.00)
Holder of SXT: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 950400 (value 120501216; 0.02% of shares outstanding; change -0.16)
Holder of SXT: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 488899 (value 61987504; 0.01% of shares outstanding; change -0.09)
Holder of SXT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 473692 (value 60059409; 0.01% of shares outstanding; change 0.04)
Holder of SXT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 980082 (value 124264597; 0.02% of shares outstanding; change 0.02)
Holder of SXT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 624133 (value 79133823; 0.01% of shares outstanding; change 0.00)
Holder of SXT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1361005 (value 172561825; 0.03% of shares outstanding; change 0.01)
Holder of SXT: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 416000 (value 49204479; 0.01% of shares outstanding; change 0.05)
Holder of SXT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1032087 (value 117503103; 0.02% of shares outstanding; change 0.00)
Holder of SXT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 418325 (value 53039427; 0.01% of shares outstanding; change 0.01)
Holder of SXT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 470000 (value 53251001; 0.01% of shares outstanding; change 0.02)
Holder of SXT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2588885 (value 293786678; 0.06% of shares outstanding; change 0.01)
Holder of SXT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 993717 (value 117536845; 0.02% of shares outstanding; change -0.04)
Holder of SXT: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 855764 (value 101219764; 0.02% of shares outstanding; change -0.10)
Holder of SXT: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 431440 (value 51030722; 0.01% of shares outstanding; change -0.12)
Holder of SXT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 470000 (value 54444798; 0.01% of shares outstanding; change 0.00)
Holder of SXT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2577339 (value 326780814; 0.06% of shares outstanding; change 0.00)
Holder of SXT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1011347 (value 128228687; 0.02% of shares outstanding; change 0.02)
Holder of SXT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 470000 (value 59591300; 0.01% of shares outstanding; change 0.00)
Holder of SXTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 356 (value 541; 0.00% of shares outstanding; change 0.00)
Holder of SXTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 356 (value 875; 0.00% of shares outstanding; change 0.00)
Holder of SXTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 356 (value 22; 0.00% of shares outstanding; change 0.00)
Holder of SXTP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 20 (value 29; 0.00% of shares outstanding; change 0.00)
Holder of SXTP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 16124 (value 23379; 0.01% of shares outstanding; change 0.97)
Holder of SXTP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 559 (value 810; 0.00% of shares outstanding; change 0.00)
Holder of SXTP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 16065 (value 26844; 0.01% of shares outstanding; change 0.00)
Holder of SXTP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 11788 (value 17446; 0.00% of shares outstanding; change -0.27)
Holder of SY: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 39017 (value 58954; 0.00% of shares outstanding; change 0.00)
Holder of SY: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-01-31: 4631 (value 6997; 0.00% of shares outstanding; change 1.00)
Holder of SY: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 16596 (value 25076; 0.00% of shares outstanding; change 0.00)
Holder of SY: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-01-31: 95365 (value 144096; 0.00% of shares outstanding; change 0.10)
Holder of SY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 55857 (value 103832; 0.00% of shares outstanding; change 0.00)
Holder of SY: -SSgA SPDR ETFS Europe I-State Street SDPR Emerging Markets Screened E
Shares held as of 2026-04-30: 442830 (value 823176; 0.01% of shares outstanding; change -0.04)
Holder of SY: -State Street Climate Transition Emerging Markets Enhanced Equity Fd
Shares held as of 2026-04-30: 32300 (value 46027; 0.00% of shares outstanding; change 0.00)
Holder of SY: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 39017 (value 75302; 0.00% of shares outstanding; change 0.00)
Holder of SY: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 17368 (value 33520; 0.00% of shares outstanding; change 2.75)
Holder of SY: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 16596 (value 32030; 0.00% of shares outstanding; change 0.00)
Holder of SY: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-04-30: 92433 (value 178395; 0.00% of shares outstanding; change -0.03)