speb/financial-data huggingface dataset:
Holder of TNE5.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 9888556 (value 39188348; 0.00% of shares outstanding; change -0.08)
Holder of TNE5.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 10209322 (value 40459543; 0.00% of shares outstanding; change 0.01)
Holder of TNE5.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 9073224 (value 35957187; 0.00% of shares outstanding; change 0.02)
Holder of TNE5.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 59814779 (value 237045972; 0.01% of shares outstanding; change 0.01)
Holder of TNE5.DE: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 9790761 (value 35197786; 0.00% of shares outstanding; change 0.00)
Holder of TNE5.DE: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 8751980 (value 31463368; 0.00% of shares outstanding; change 0.01)
Holder of TNE5.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 13532785 (value 53630427; 0.00% of shares outstanding; change 0.01)
Holder of TNE5.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 10710946 (value 42447479; 0.00% of shares outstanding; change 0.00)
Holder of TNE5.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 39603818 (value 142375726; 0.01% of shares outstanding; change 0.02)
Holder of TNE5.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 8271591 (value 29736369; 0.00% of shares outstanding; change -0.16)
Holder of TNE5.DE: Pacer Fd.s TRT-Pacer Developed Markets Intl Cash Cows 100 ETF
Shares held as of 2026-04-30: 7222342 (value 25964319; 0.00% of shares outstanding; change 0.08)
Holder of TNE5.DE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 6731631 (value 26677454; 0.00% of shares outstanding; change 0.00)
Holder of TNE5.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 9946599 (value 35758023; 0.00% of shares outstanding; change -0.03)
Holder of TNE5.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 9440467 (value 33938479; 0.00% of shares outstanding; change 0.04)
Holder of TNE5.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 59745276 (value 214784268; 0.01% of shares outstanding; change 0.00)
Holder of TNE5.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 13823993 (value 49697255; 0.00% of shares outstanding; change 0.01)
Holder of TNE5.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 11042978 (value 39699506; 0.00% of shares outstanding; change 0.00)
Holder of TNET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 321676 (value 14694159; 0.01% of shares outstanding; change 0.00)
Holder of TNET: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 654901 (value 29915877; 0.01% of shares outstanding; change -0.05)
Holder of TNET: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 421655 (value 19261200; 0.01% of shares outstanding; change -0.05)
Holder of TNET: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 923500 (value 42185480; 0.02% of shares outstanding; change 0.01)
Holder of TNET: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 383046 (value 17348153; 0.01% of shares outstanding; change 0.71)
Holder of TNET: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-01-31: 266027 (value 12048363; 0.01% of shares outstanding; change -0.06)
Holder of TNET: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 293164 (value 13277397; 0.01% of shares outstanding; change 0.01)
Holder of TNET: MFS Series Trust X-MFS Blended Research Mid Cap Equity Fund
Shares held as of 2026-02-28: 409656 (value 24399111; 0.01% of shares outstanding; change 0.24)
Holder of TNET: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 615648 (value 28122800; 0.01% of shares outstanding; change -0.24)
Holder of TNET: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 640000 (value 39520000; 0.01% of shares outstanding; change -0.21)
Holder of TNET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 328316 (value 20273513; 0.01% of shares outstanding; change 0.02)
Holder of TNET: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 655525 (value 40478668; 0.01% of shares outstanding; change 0.00)
Holder of TNET: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 416799 (value 25737338; 0.01% of shares outstanding; change -0.01)
Holder of TNET: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 929691 (value 57408419; 0.02% of shares outstanding; change 0.01)
Holder of TNET: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 735485 (value 33596955; 0.02% of shares outstanding; change 0.01)
Holder of TNET: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 296330 (value 18298377; 0.01% of shares outstanding; change 0.01)
Holder of TNET: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 381429 (value 23553240; 0.01% of shares outstanding; change 0.00)
Holder of TNET: Vanguard Explorer Fund
Shares held as of 2026-04-30: 259365 (value 16015788; 0.01% of shares outstanding; change 0.11)
Holder of TNET: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 706656 (value 32004450; 0.02% of shares outstanding; change -0.04)
Holder of TNET: MFS Series Trust X-MFS Blended Research Mid Cap Equity Fund
Shares held as of 2026-05-31: 447398 (value 27626826; 0.01% of shares outstanding; change 0.09)
Holder of TNET: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 719297 (value 44416589; 0.02% of shares outstanding; change 0.02)
Holder of TNGX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1065535 (value 23420458; 0.01% of shares outstanding; change 0.22)
Holder of TNGX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3914360 (value 86037631; 0.03% of shares outstanding; change 0.32)
Holder of TNGX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1040653 (value 29689830; 0.01% of shares outstanding; change 0.01)
Holder of TNGX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 526852 (value 11580206; 0.00% of shares outstanding; change 0.50)
Holder of TNGX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1739900 (value 38243001; 0.01% of shares outstanding; change 1.00)
Holder of TNGX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 2525562 (value 55511851; 0.02% of shares outstanding; change 3.31)
Holder of TNGX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 638486 (value 18216006; 0.00% of shares outstanding; change 1.00)
Holder of TNGX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1094475 (value 29145868; 0.01% of shares outstanding; change 0.03)
Holder of TNGX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3931487 (value 104695495; 0.03% of shares outstanding; change 0.00)
Holder of TNGX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 687885 (value 15119711; 0.00% of shares outstanding; change 0.05)
Holder of TNGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2713594 (value 59644794; 0.02% of shares outstanding; change 0.05)
Holder of TNGX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 952742 (value 20941268; 0.01% of shares outstanding; change 0.04)
Holder of TNGX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 2231200 (value 63656137; 0.02% of shares outstanding; change 0.28)
Holder of TNGX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 632600 (value 20100864; 0.00% of shares outstanding; change 0.21)
Holder of TNGX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1098223 (value 29245677; 0.01% of shares outstanding; change 0.06)
Holder of TNGX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 2339362 (value 66741999; 0.02% of shares outstanding; change -0.07)
Holder of TNGX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2204649 (value 61664031; 0.02% of shares outstanding; change 0.12)
Holder of TNGX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 683741 (value 19507131; 0.00% of shares outstanding; change -0.01)
Holder of TNGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2617370 (value 74673567; 0.02% of shares outstanding; change -0.04)
Holder of TNGX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 946956 (value 27016655; 0.01% of shares outstanding; change -0.01)
Holder of TNGX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 2472200 (value 65834683; 0.02% of shares outstanding; change 0.11)
Holder of TNGX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 672000 (value 17895359; 0.00% of shares outstanding; change 0.06)
Holder of TNGX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 2339362 (value 62297208; 0.02% of shares outstanding; change 0.00)
Holder of TNGX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2183166 (value 67809134; 0.02% of shares outstanding; change -0.01)
Holder of TNGX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 684880 (value 18238353; 0.00% of shares outstanding; change 0.00)
Holder of TNGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2653029 (value 70650160; 0.02% of shares outstanding; change 0.01)
Holder of TNGX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 960849 (value 25587408; 0.01% of shares outstanding; change 0.01)
Holder of TNGX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2880381 (value 76704543; 0.02% of shares outstanding; change 0.32)
Holder of TNK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 418372 (value 32775260; 0.01% of shares outstanding; change 0.00)
Holder of TNK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 237682 (value 18620007; 0.01% of shares outstanding; change 0.00)
Holder of TNK: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 211290 (value 16552457; 0.01% of shares outstanding; change 0.00)
Holder of TNK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 235158 (value 18422276; 0.01% of shares outstanding; change 0.01)
Holder of TNK: BBR ALO Fund, LLC.
Shares held as of 2026-03-31: 243690 (value 18474138; 0.01% of shares outstanding; change 0.00)
Holder of TNK: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 302596 (value 21789938; 0.01% of shares outstanding; change 0.00)
Holder of TNK: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-03-31: 1028962 (value 72387475; 0.03% of shares outstanding; change -0.21)
Holder of TNK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 588193 (value 41379376; 0.02% of shares outstanding; change 0.02)
Holder of TNK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 205991 (value 14491466; 0.01% of shares outstanding; change -0.01)
Holder of TNK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 783519 (value 56421204; 0.03% of shares outstanding; change -0.05)
Holder of TNK: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 302596 (value 22939802; 0.01% of shares outstanding; change 0.00)
Holder of TNK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 432355 (value 32776831; 0.01% of shares outstanding; change 0.03)
Holder of TNK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 248014 (value 18801940; 0.01% of shares outstanding; change 0.04)
Holder of TNK: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 328800 (value 24926327; 0.01% of shares outstanding; change 0.82)
Holder of TNK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 237660 (value 18017004; 0.01% of shares outstanding; change 0.01)
Holder of TNK: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 999262 (value 78282181; 0.03% of shares outstanding; change -0.03)
Holder of TNK: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 232500 (value 17625824; 0.01% of shares outstanding; change 0.68)
Holder of TNK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 568523 (value 44538089; 0.02% of shares outstanding; change -0.03)
Holder of TNK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 205370 (value 16088685; 0.01% of shares outstanding; change 0.00)
Holder of TNK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 799032 (value 62596163; 0.03% of shares outstanding; change 0.02)
Holder of TNK: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 984962 (value 74669966; 0.03% of shares outstanding; change -0.01)
Holder of TNK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 573929 (value 43509556; 0.02% of shares outstanding; change 0.01)
Holder of TNK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 828424 (value 62802821; 0.03% of shares outstanding; change 0.04)
Holder of TNL: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 620169 (value 42171492; 0.01% of shares outstanding; change -0.15)
Holder of TNL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 691595 (value 47028460; 0.01% of shares outstanding; change 0.00)
Holder of TNL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1386598 (value 94288664; 0.02% of shares outstanding; change -0.05)
Holder of TNL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 894117 (value 60799956; 0.01% of shares outstanding; change -0.04)
Holder of TNL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1945789 (value 132313652; 0.03% of shares outstanding; change 0.02)
Holder of TNL: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1498866 (value 112879594; 0.02% of shares outstanding; change 0.00)
Holder of TNL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 449537 (value 32065475; 0.01% of shares outstanding; change 1.00)
Holder of TNL: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1811552 (value 134145431; 0.03% of shares outstanding; change -0.09)
Holder of TNL: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 620169 (value 45923516; 0.01% of shares outstanding; change 0.00)
Holder of TNL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 716265 (value 53039425; 0.01% of shares outstanding; change 0.04)
Holder of TNL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1366668 (value 101201769; 0.02% of shares outstanding; change -0.01)
Holder of TNL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 870380 (value 64451641; 0.01% of shares outstanding; change -0.03)
Holder of TNL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1877676 (value 139041913; 0.03% of shares outstanding; change -0.04)
Holder of TNL: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 748310 (value 54828671; 0.01% of shares outstanding; change -0.50)
Holder of TNL: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 748310 (value 55412357; 0.01% of shares outstanding; change -0.50)
Holder of TNL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 455280 (value 34287135; 0.01% of shares outstanding; change 0.01)
Holder of TNL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 486653 (value 34712959; 0.01% of shares outstanding; change 0.00)
Holder of TNL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2169206 (value 166399790; 0.03% of shares outstanding; change 0.02)
Holder of TNL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 449505 (value 33285846; 0.01% of shares outstanding; change -0.01)
Holder of TNL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 481905 (value 35781446; 0.01% of shares outstanding; change -0.01)
Holder of TNL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2182330 (value 161601543; 0.04% of shares outstanding; change 0.01)
Holder of TNL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 480275 (value 35564365; 0.01% of shares outstanding; change 0.00)
Holder of TNMG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 124 (value 76; 0.00% of shares outstanding; change 0.00)
Holder of TNMG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 124 (value 61; 0.00% of shares outstanding; change 0.00)
Holder of TNMG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 124 (value 46; 0.00% of shares outstanding; change 0.00)
Holder of TNON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 71715 (value 49497; 0.01% of shares outstanding; change 0.00)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 137574 (value 83232; 0.01% of shares outstanding; change 1.82)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 638 (value 385; 0.00% of shares outstanding; change 0.00)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12082 (value 7309; 0.00% of shares outstanding; change 0.00)
Holder of TNON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 71715 (value 13611; 0.01% of shares outstanding; change 0.00)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 137073 (value 61682; 0.01% of shares outstanding; change 0.00)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 638 (value 287; 0.00% of shares outstanding; change 0.00)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12082 (value 5436; 0.00% of shares outstanding; change 0.00)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 129687 (value 24614; 0.01% of shares outstanding; change -0.05)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 638 (value 121; 0.00% of shares outstanding; change 0.00)
Holder of TNON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12082 (value 2293; 0.00% of shares outstanding; change 0.00)
Holder of TNXP: Northern Funds-SMALL CAP VALUE FUND
Shares held as of 2025-12-31: 80050 (value 987016; 0.01% of shares outstanding; change -0.06)
Holder of TNXP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 128518 (value 1584626; 0.01% of shares outstanding; change 0.31)
Holder of TNXP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 344638 (value 4249386; 0.02% of shares outstanding; change 0.20)
Holder of TNXP: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 67362 (value 806996; 0.00% of shares outstanding; change 15.23)
Holder of TNXP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 113575 (value 1360628; 0.01% of shares outstanding; change 0.01)
Holder of TNXP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 57359 (value 566706; 0.00% of shares outstanding; change 0.32)
Holder of TNXP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 70446 (value 809424; 0.00% of shares outstanding; change 0.13)
Holder of TNXP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 146955 (value 1451915; 0.01% of shares outstanding; change 0.14)
Holder of TNXP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 359728 (value 3554112; 0.02% of shares outstanding; change 0.04)
Holder of TNXP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 34213 (value 393107; 0.00% of shares outstanding; change 0.11)
Holder of TNXP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 329832 (value 4066828; 0.02% of shares outstanding; change 0.13)
Holder of TNXP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 116280 (value 1433732; 0.01% of shares outstanding; change 0.19)
Holder of TNXP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 35565 (value 426068; 0.00% of shares outstanding; change -0.50)
Holder of TNXP: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 32951 (value 378606; 0.00% of shares outstanding; change 1.00)
Holder of TNXP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 134271 (value 1326597; 0.01% of shares outstanding; change 0.18)
Holder of TNXP: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-04-30: 68521 (value 676987; 0.00% of shares outstanding; change 0.02)
Holder of TNXP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 34438 (value 412567; 0.00% of shares outstanding; change 0.01)
Holder of TNXP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 316893 (value 3796377; 0.02% of shares outstanding; change -0.04)
Holder of TNXP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 114971 (value 1377352; 0.01% of shares outstanding; change -0.01)
Holder of TNXP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 35565 (value 351382; 0.00% of shares outstanding; change 0.00)
Holder of TNXP: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 34282 (value 410698; 0.00% of shares outstanding; change 0.04)
Holder of TNXP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 34952 (value 434453; 0.00% of shares outstanding; change 0.01)
Holder of TNXP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 319914 (value 3160750; 0.02% of shares outstanding; change 0.01)
Holder of TNXP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 115950 (value 1145586; 0.01% of shares outstanding; change 0.01)
Holder of TNXP: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 35580 (value 351530; 0.00% of shares outstanding; change 0.95)
Holder of TNXP: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 78342 (value 774018; 0.00% of shares outstanding; change 1.29)
Holder of TNYA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1106510 (value 961557; 0.01% of shares outstanding; change -0.01)
Holder of TNYA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6475820 (value 5627487; 0.03% of shares outstanding; change 1.18)
Holder of TNYA: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 118382 (value 102873; 0.00% of shares outstanding; change 1.02)
Holder of TNYA: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 175000 (value 135624; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 609478 (value 419442; 0.00% of shares outstanding; change 0.10)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 120429 (value 82879; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 231319 (value 159193; 0.00% of shares outstanding; change 0.57)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 234795 (value 161585; 0.00% of shares outstanding; change 0.34)
Holder of TNYA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1774854 (value 1375511; 0.01% of shares outstanding; change 0.60)
Holder of TNYA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6475820 (value 5018760; 0.03% of shares outstanding; change 0.00)
Holder of TNYA: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 118382 (value 96718; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 1200002 (value 1042801; 0.01% of shares outstanding; change -0.19)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 714404 (value 527158; 0.00% of shares outstanding; change 0.17)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 120429 (value 88864; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 231319 (value 170690; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 303128 (value 223678; 0.00% of shares outstanding; change 0.29)
Holder of TNYA: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 125193 (value 91466; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 1182544 (value 872599; 0.01% of shares outstanding; change -0.01)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 824295 (value 638828; 0.00% of shares outstanding; change 0.15)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 120429 (value 93332; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 231319 (value 179272; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 303128 (value 234924; 0.00% of shares outstanding; change 0.00)
Holder of TNYA: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 114875 (value 93852; 0.00% of shares outstanding; change -0.08)
Holder of TNYA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1172568 (value 908740; 0.01% of shares outstanding; change -0.01)
Holder of TNYA: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 121109 (value 93859; 0.00% of shares outstanding; change 1.00)
Holder of TNYA: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 223355 (value 173100; 0.00% of shares outstanding; change 0.94)
Holder of TOE.AX: Sprott Uranium Miners ETF
Shares held as of 2023-09-30: 400166049 (value 220091331; 0.08% of shares outstanding; change 0.19)
Holder of TOI: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 350997 (value 1798859; 0.00% of shares outstanding; change -0.03)
Holder of TOI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 737359 (value 3458213; 0.01% of shares outstanding; change 0.02)
Holder of TOI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2616199 (value 12269973; 0.03% of shares outstanding; change 0.00)
Holder of TOI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 665283 (value 3366331; 0.01% of shares outstanding; change 0.01)
Holder of TOI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 336838 (value 1677453; 0.00% of shares outstanding; change 0.15)
Holder of TOI: VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF
Shares held as of 2026-02-28: 389352 (value 1938972; 0.00% of shares outstanding; change 0.25)
Holder of TOI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 369830 (value 1895378; 0.00% of shares outstanding; change 0.05)
Holder of TOI: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 203593 (value 1013893; 0.00% of shares outstanding; change -0.42)
Holder of TOI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 768488 (value 3827070; 0.01% of shares outstanding; change 0.04)
Holder of TOI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2616199 (value 13028671; 0.03% of shares outstanding; change 0.00)
Holder of TOI: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 878231 (value 4373590; 0.01% of shares outstanding; change -0.17)
Holder of TOI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1914519 (value 8979094; 0.02% of shares outstanding; change 0.13)
Holder of TOI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 368484 (value 1864529; 0.00% of shares outstanding; change 0.00)
Holder of TOI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 788816 (value 3928303; 0.01% of shares outstanding; change 0.19)
Holder of TOI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 206055 (value 1042638; 0.00% of shares outstanding; change 0.03)
Holder of TOI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1839609 (value 9308421; 0.02% of shares outstanding; change -0.04)
Holder of TOI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 644860 (value 3262991; 0.01% of shares outstanding; change 0.00)
Holder of TOI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 354935 (value 1767576; 0.00% of shares outstanding; change -0.04)
Holder of TOI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1921513 (value 9569134; 0.02% of shares outstanding; change 0.04)
Holder of TOI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 638212 (value 3178295; 0.01% of shares outstanding; change -0.01)
Holder of TOI.V: Baillie Gifford Funds-Baillie Gifford International All Cap Fund
Shares held as of 2025-12-31: 33547 (value 3169185; 0.00% of shares outstanding; change -0.09)
Holder of TOI.V: Grandeur Peak Global Trust-Grandeur Peak International Stalwarts Fund
Shares held as of 2026-01-31: 115649 (value 10925361; 0.00% of shares outstanding; change -0.32)
Holder of TOI.V: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 769746 (value 72717905; 0.01% of shares outstanding; change 0.07)
Holder of TOI.V: Professionally Managed Portfolios-Akre Focus ETF
Shares held as of 2026-01-31: 5970000 (value 563985907; 0.07% of shares outstanding; change 0.00)
Holder of TOI.V: Putnam Investment Funds-Putnam International Small Cap Fund
Shares held as of 2026-02-28: 83000 (value 7682479; 0.00% of shares outstanding; change 1.00)
Holder of TOI.V: VALIC Co I-Mid Cap Strategic Growth Fund
Shares held as of 2026-02-28: 21055 (value 1948850; 0.00% of shares outstanding; change 0.00)
Holder of TOI.V: EQ Advisors Trust-EQ/Janus Enterprise Portfolio
Shares held as of 2026-03-31: 68116 (value 6304816; 0.00% of shares outstanding; change 0.02)
Holder of TOI.V: JANUS ASPEN SERIES-Janus Henderson Enterprise Portfolio
Shares held as of 2026-03-31: 82501 (value 7636292; 0.00% of shares outstanding; change 0.02)
Holder of TOI.V: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1001381 (value 92687822; 0.01% of shares outstanding; change 0.00)
Holder of TOI.V: SmallCap World Fund Inc
Shares held as of 2026-03-31: 113877 (value 10540454; 0.00% of shares outstanding; change -0.89)
Holder of TOI.V: TRANSAMERICA SERIES TRUST-Transamerica Janus Mid-Cap Growth VP
Shares held as of 2026-03-31: 42055 (value 3892610; 0.00% of shares outstanding; change 0.03)
Holder of TOI.V: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 769746 (value 71247687; 0.01% of shares outstanding; change 0.00)
Holder of TOI.V: Professionally Managed Portfolios-Akre Focus ETF
Shares held as of 2026-04-30: 5970000 (value 552583185; 0.07% of shares outstanding; change 0.00)
Holder of TOI.V: -AB International Growth Portfolio
Shares held as of 2026-05-31: 23747 (value 2198022; 0.00% of shares outstanding; change -0.04)
Holder of TOI.V: JANUS ASPEN SERIES-Janus Henderson Enterprise Portfolio
Shares held as of 2026-05-31: 83959 (value 7931606; 0.00% of shares outstanding; change 0.02)
Holder of TOI.V: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1001381 (value 94600464; 0.01% of shares outstanding; change 0.00)
Holder of TOL: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 1177230 (value 163093436; 0.01% of shares outstanding; change 1.00)
Holder of TOL: T. Rowe Price Value Fund, Inc.
Shares held as of 2025-12-31: 922780 (value 127841935; 0.01% of shares outstanding; change 1.00)
Holder of TOL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1037649 (value 143755885; 0.01% of shares outstanding; change -0.01)
Holder of TOL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2187639 (value 303075492; 0.02% of shares outstanding; change -0.06)
Holder of TOL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1410225 (value 195372562; 0.01% of shares outstanding; change -0.05)
Holder of TOL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3014286 (value 417599162; 0.03% of shares outstanding; change -0.02)
Holder of TOL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 718545 (value 98828674; 0.01% of shares outstanding; change 1.75)
Holder of TOL: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1297026 (value 194385280; 0.01% of shares outstanding; change 0.00)
Holder of TOL: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1927000 (value 288799480; 0.02% of shares outstanding; change 0.00)
Holder of TOL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1057176 (value 158438961; 0.01% of shares outstanding; change 0.02)
Holder of TOL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2184934 (value 327456047; 0.02% of shares outstanding; change 0.00)
Holder of TOL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1391219 (value 208501984; 0.01% of shares outstanding; change -0.01)
Holder of TOL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3001912 (value 449896536; 0.03% of shares outstanding; change 0.00)
Holder of TOL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 1394857 (value 210379302; 0.01% of shares outstanding; change 0.00)
Holder of TOL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 726777 (value 109616138; 0.01% of shares outstanding; change 0.01)
Holder of TOL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 1394857 (value 208517180; 0.01% of shares outstanding; change 0.00)
Holder of TOL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3200527 (value 498226032; 0.03% of shares outstanding; change 0.02)
Holder of TOL: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-04-30: 917479 (value 138378767; 0.01% of shares outstanding; change 0.00)
Holder of TOL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 764215 (value 114532898; 0.01% of shares outstanding; change 0.05)
Holder of TOL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3214320 (value 481730122; 0.03% of shares outstanding; change 0.00)
Holder of TOL: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-05-31: 978132 (value 147463174; 0.01% of shares outstanding; change 0.07)
Holder of TOL: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 1394857 (value 209047211; 0.01% of shares outstanding; change 0.00)
Holder of TOL: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-06-30: 858761 (value 128702506; 0.01% of shares outstanding; change -0.12)
Holder of TOM.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2211613 (value 209108015; 0.01% of shares outstanding; change 0.02)
Holder of TOM.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 579590 (value 55176966; 0.00% of shares outstanding; change 0.01)
Holder of TOM.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 854454 (value 81344018; 0.00% of shares outstanding; change 0.01)
Holder of TOM.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3402375 (value 323906089; 0.01% of shares outstanding; change 0.01)
Holder of TOM.OL: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 407314 (value 38776291; 0.00% of shares outstanding; change -0.01)
Holder of TOM.OL: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 491216 (value 47009369; 0.00% of shares outstanding; change -0.02)
Holder of TOM.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2272925 (value 217518915; 0.01% of shares outstanding; change 0.03)
Holder of TOM.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 563851 (value 53960538; 0.00% of shares outstanding; change -0.03)
Holder of TOM.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 853364 (value 81666932; 0.00% of shares outstanding; change 0.00)
Holder of TOM.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3419474 (value 327243651; 0.01% of shares outstanding; change 0.01)
Holder of TOM.OL: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-04-30: 357563 (value 34218778; 0.00% of shares outstanding; change -0.12)
Holder of TOM.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1614791 (value 153728098; 0.01% of shares outstanding; change 0.01)
Holder of TOM.OL: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 292123 (value 27810108; 0.00% of shares outstanding; change 0.01)
Holder of TOM.OL: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 366844 (value 35106969; 0.00% of shares outstanding; change 0.00)
Holder of TOM.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 880555 (value 83828833; 0.00% of shares outstanding; change 0.01)
Holder of TOM.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1675185 (value 160315199; 0.01% of shares outstanding; change 0.04)
Holder of TOM.OL: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 298404 (value 28557261; 0.00% of shares outstanding; change 0.02)
Holder of TOM.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 905082 (value 86616344; 0.00% of shares outstanding; change 0.03)
Holder of TOMZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 89919 (value 83624; 0.01% of shares outstanding; change 0.00)
Holder of TOMZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 474303 (value 441101; 0.03% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 67426 (value 68100; 0.00% of shares outstanding; change -0.08)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 8765 (value 8852; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 18759 (value 18946; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11362 (value 11475; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 29973 (value 46158; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 158101 (value 243475; 0.01% of shares outstanding; change 0.00)
Holder of TOMZ: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 38340 (value 59043; 0.00% of shares outstanding; change 1.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 67181 (value 51977; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 8765 (value 6781; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 18759 (value 14513; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11362 (value 8790; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 22394 (value 34486; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2922 (value 4499; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6253 (value 9629; 0.00% of shares outstanding; change 0.00)
Holder of TOMZ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3787 (value 5831; 0.00% of shares outstanding; change 0.00)
Holder of TONX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 511344 (value 2035149; 0.01% of shares outstanding; change -0.01)
Holder of TONX: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 176969 (value 532676; 0.00% of shares outstanding; change 0.43)
Holder of TONX: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 81105 (value 244126; 0.00% of shares outstanding; change 0.18)
Holder of TONX: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 4533 (value 18041; 0.00% of shares outstanding; change 1.00)
Holder of TONX: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 230237 (value 745967; 0.00% of shares outstanding; change 0.01)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 274104 (value 896320; 0.00% of shares outstanding; change 0.09)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 39176 (value 128105; 0.00% of shares outstanding; change 0.00)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 72278 (value 236349; 0.00% of shares outstanding; change 0.04)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 91786 (value 300140; 0.00% of shares outstanding; change 0.00)
Holder of TONX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 511344 (value 1656754; 0.01% of shares outstanding; change 0.00)
Holder of TONX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1716200 (value 5560488; 0.03% of shares outstanding; change 1.00)
Holder of TONX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 30233 (value 91001; 0.00% of shares outstanding; change 1.00)
Holder of TONX: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 2371 (value 9436; 0.00% of shares outstanding; change 1.00)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 273107 (value 822052; 0.00% of shares outstanding; change 0.00)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 39176 (value 117919; 0.00% of shares outstanding; change 0.00)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 72278 (value 217556; 0.00% of shares outstanding; change 0.00)
Holder of TONX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 91786 (value 276275; 0.00% of shares outstanding; change 0.00)
Holder of TONX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 40000 (value 129600; 0.00% of shares outstanding; change 1.00)
Holder of TONX: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 173108 (value 560869; 0.00% of shares outstanding; change -0.02)
Holder of TONX: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 78259 (value 253559; 0.00% of shares outstanding; change -0.04)