speb/financial-data huggingface dataset:
Holder of BPOP: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 477447 (value 81991971; 0.01% of shares outstanding; change -0.07)
Holder of BPOP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 733147 (value 125903331; 0.01% of shares outstanding; change 0.02)
Holder of BPOP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1521765 (value 261332696; 0.02% of shares outstanding; change 0.01)
Holder of BPOP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 969055 (value 166415811; 0.02% of shares outstanding; change -0.01)
Holder of BPOP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2090597 (value 359018213; 0.03% of shares outstanding; change 0.01)
Holder of BPOP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 590007 (value 101321899; 0.01% of shares outstanding; change -0.08)
Holder of BPOST.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 931616 (value 1602379; 0.00% of shares outstanding; change 0.00)
Holder of BPOST.BR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 435156 (value 697119; 0.00% of shares outstanding; change 0.15)
Holder of BPOST.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 219638 (value 340438; 0.00% of shares outstanding; change -0.33)
Holder of BPOST.BR: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 223303 (value 357731; 0.00% of shares outstanding; change 0.00)
Holder of BPOST.BR: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 246928 (value 382738; 0.00% of shares outstanding; change 0.37)
Holder of BPOST.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 245922 (value 393967; 0.00% of shares outstanding; change 0.00)
Holder of BPOST.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 358121 (value 555087; 0.00% of shares outstanding; change 0.00)
Holder of BPOST.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1367332 (value 2119364; 0.01% of shares outstanding; change 0.00)
Holder of BPOST.BR: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 220209 (value 352334; 0.00% of shares outstanding; change -0.01)
Holder of BPOST.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 931616 (value 1490585; 0.00% of shares outstanding; change 0.00)
Holder of BPOST.BR: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1476848 (value 2510641; 0.01% of shares outstanding; change 0.00)
Holder of BPOST.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 452106 (value 723369; 0.00% of shares outstanding; change 1.06)
Holder of BPOST.BR: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 142148 (value 227436; 0.00% of shares outstanding; change 2.12)
Holder of BPOST.BR: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 330946 (value 529513; 0.00% of shares outstanding; change 0.34)
Holder of BPOST.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 245922 (value 393475; 0.00% of shares outstanding; change 0.00)
Holder of BPOST.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 358121 (value 572993; 0.00% of shares outstanding; change 0.00)
Holder of BPOST.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1367332 (value 2187731; 0.01% of shares outstanding; change 0.00)
Holder of BPOST.BR: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 263496 (value 421593; 0.00% of shares outstanding; change 0.03)
Holder of BPOST.BR: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 113460 (value 189478; 0.00% of shares outstanding; change 0.00)
Holder of BPOST.BR: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1394112 (value 2230579; 0.01% of shares outstanding; change -0.06)
Holder of BPRE: Apollo Diversified Real Estate Fund
Shares held as of 2025-12-31: 124596 (value 1867694; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 225000 (value 3372749; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 95000 (value 1424049; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 189934 (value 2708458; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 57996 (value 827022; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: -NovaTide Flexible Allocation ETF
Shares held as of 2026-02-28: 24181 (value 311693; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 347660 (value 4314460; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: High Income Securities Fund
Shares held as of 2026-02-28: 113221 (value 1405072; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: Apollo Diversified Real Estate Fund
Shares held as of 2026-03-31: 124596 (value 1546236; 0.00% of shares outstanding; change 0.00)
Holder of BPRE: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 100000 (value 1240999; 0.00% of shares outstanding; change 1.00)
Holder of BPRE: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 166154 (value 2061971; 0.00% of shares outstanding; change 0.75)
Holder of BPRE: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 160000 (value 1985599; 0.00% of shares outstanding; change 0.23)
Holder of BPRE: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 189934 (value 2357080; 0.00% of shares outstanding; change 0.00)
Holder of BPRE: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 57996 (value 719730; 0.00% of shares outstanding; change 0.00)
Holder of BPRE: -NovaTide Flexible Allocation ETF
Shares held as of 2026-05-31: 24889 (value 308872; 0.00% of shares outstanding; change 0.03)
Holder of BPRN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 33976 (value 1196634; 0.01% of shares outstanding; change 0.00)
Holder of BPRN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 52015 (value 1874620; 0.01% of shares outstanding; change 0.00)
Holder of BPRN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 187298 (value 6750220; 0.03% of shares outstanding; change 0.00)
Holder of BPRN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 41384 (value 1587076; 0.01% of shares outstanding; change 0.00)
Holder of BPRN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 53962 (value 2069442; 0.01% of shares outstanding; change 0.00)
Holder of BPRN: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 25978 (value 1061331; 0.00% of shares outstanding; change 0.02)
Holder of BPRN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 33976 (value 1388089; 0.01% of shares outstanding; change 0.00)
Holder of BPRN: ROYCE CAPITAL FUND-Royce Capital Fund - Small-Cap Portfolio
Shares held as of 2026-03-31: 50907 (value 2079805; 0.01% of shares outstanding; change 0.30)
Holder of BPRN: ROYCE FUND-Royce Small-Cap Value Fund
Shares held as of 2026-03-31: 29563 (value 1207796; 0.00% of shares outstanding; change 0.35)
Holder of BPRN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 60336 (value 2465027; 0.01% of shares outstanding; change 0.16)
Holder of BPRN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 187298 (value 7652059; 0.03% of shares outstanding; change 0.00)
Holder of BPRN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 138224 (value 4981593; 0.02% of shares outstanding; change 0.02)
Holder of BPRN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 39180 (value 1412047; 0.01% of shares outstanding; change 0.00)
Holder of BPRN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 47369 (value 1935260; 0.01% of shares outstanding; change 0.14)
Holder of BPRN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 52303 (value 2136839; 0.01% of shares outstanding; change -0.03)
Holder of BPRN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 132776 (value 5175608; 0.02% of shares outstanding; change -0.04)
Holder of BPRN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 38730 (value 1509695; 0.01% of shares outstanding; change -0.01)
Holder of BPRN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 134048 (value 5476530; 0.02% of shares outstanding; change 0.01)
Holder of BPRN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 39060 (value 1595796; 0.01% of shares outstanding; change 0.01)
Holder of BPT.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 13822096 (value 15135195; 0.01% of shares outstanding; change 0.00)
Holder of BPT.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 15394163 (value 14855366; 0.01% of shares outstanding; change 0.00)
Holder of BPT.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 6672077 (value 5684609; 0.00% of shares outstanding; change 0.00)
Holder of BPT.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 9447642 (value 8049390; 0.00% of shares outstanding; change 0.00)
Holder of BPT.AX: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 5816311 (value 4955496; 0.00% of shares outstanding; change 0.02)
Holder of BPT.AX: JPMorgan Trust I-JPMorgan Developed International Value Fund
Shares held as of 2026-01-31: 4781822 (value 4614458; 0.00% of shares outstanding; change 1.00)
Holder of BPT.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 21540270 (value 18352309; 0.01% of shares outstanding; change 0.01)
Holder of BPT.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 14024473 (value 12271413; 0.01% of shares outstanding; change 0.01)
Holder of BPT.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 48632021 (value 52279424; 0.02% of shares outstanding; change 0.01)
Holder of BPT.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 14116322 (value 12351781; 0.01% of shares outstanding; change -0.08)
Holder of BPT.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 7094277 (value 6207492; 0.00% of shares outstanding; change 0.06)
Holder of BPT.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 9447642 (value 8266686; 0.00% of shares outstanding; change 0.00)
Holder of BPT.AX: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 6258785 (value 5476436; 0.00% of shares outstanding; change 0.08)
Holder of BPT.AX: JPMorgan Trust I-JPMorgan Developed International Value Fund
Shares held as of 2026-04-30: 4781822 (value 4184094; 0.00% of shares outstanding; change 0.00)
Holder of BPT.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 21540270 (value 18847736; 0.01% of shares outstanding; change 0.00)
Holder of BPT.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 10728460 (value 9226475; 0.00% of shares outstanding; change 0.01)
Holder of BPT.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 5824790 (value 5009319; 0.00% of shares outstanding; change 0.00)
Holder of BPT.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 49169706 (value 42285947; 0.02% of shares outstanding; change 0.01)
Holder of BPT.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 11455011 (value 10023134; 0.01% of shares outstanding; change 0.07)
Holder of BPT.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 5824790 (value 5096691; 0.00% of shares outstanding; change 0.00)
Holder of BPT.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 49560637 (value 43365557; 0.02% of shares outstanding; change 0.01)
Holder of BPYPM: ADVISORS' INNER CIRCLE III-FS Multi-Strategy Alternatives Fund
Shares held as of 2025-12-31: 20460 (value 357027; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: FRANK FUNDS-Camelot Event Driven Fund
Shares held as of 2025-12-31: 722 (value 11977; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: Wilmington Funds-Wilmington Large-Cap Strategy Fund
Shares held as of 2026-01-31: 400 (value 6685; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: NORTHERN LIGHTS FUND TRUST II-Longboard Fund
Shares held as of 2026-02-28: 313 (value 4979; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: ADVISORS' INNER CIRCLE III-FS Multi-Strategy Alternatives Fund
Shares held as of 2026-03-31: 19585 (value 311597; 0.00% of shares outstanding; change -0.04)
Holder of BPYPM: FRANK FUNDS-Camelot Event Driven Fund
Shares held as of 2026-03-31: 722 (value 11487; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: Master Investment Portfolio-Diversified Equity Master Portfolio
Shares held as of 2026-03-31: 7 (value 111; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 808512 (value 13469809; 0.03% of shares outstanding; change 0.03)
Holder of BPYPM: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-04-30: 4700 (value 77973; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 440352 (value 7336264; 0.02% of shares outstanding; change 0.22)
Holder of BPYPM: NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME Fd. INC-Neuberger Real 
Shares held as of 2026-04-30: 90388 (value 1505864; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: Wilmington Funds-Wilmington Large-Cap Strategy Fund
Shares held as of 2026-04-30: 400 (value 6363; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1845404 (value 29157383; 0.07% of shares outstanding; change -0.03)
Holder of BPYPM: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-05-31: 4700 (value 74260; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 446480 (value 7128053; 0.02% of shares outstanding; change 0.01)
Holder of BPYPM: NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME Fd. INC-Neuberger Real 
Shares held as of 2026-05-31: 90388 (value 1443044; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 792605 (value 12610345; 0.03% of shares outstanding; change 0.06)
Holder of BPYPM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 1828764 (value 29095634; 0.07% of shares outstanding; change -0.01)
Holder of BPYPM: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-06-30: 4700 (value 74776; 0.00% of shares outstanding; change 0.00)
Holder of BPYPM: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 449327 (value 7148792; 0.02% of shares outstanding; change 0.01)
Holder of BPYPM: NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME Fd. INC-Neuberger Real 
Shares held as of 2026-06-30: 90388 (value 1438073; 0.00% of shares outstanding; change 0.00)
Holder of BPYPN: Calvert Management Series-Calvert Flexible Bond Fund
Shares held as of 2025-12-31: 77941 (value 1083379; 0.01% of shares outstanding; change 0.00)
Holder of BPYPN: Core Bond Portfolio
Shares held as of 2025-12-31: 83921 (value 1166501; 0.01% of shares outstanding; change 0.00)
Holder of BPYPN: TIAA-CREF Funds-Nuveen Core Impact Bond Fund
Shares held as of 2025-12-31: 629610 (value 8751578; 0.05% of shares outstanding; change 0.00)
Holder of BPYPN: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-01-31: 291371 (value 4015092; 0.03% of shares outstanding; change -0.03)
Holder of BPYPN: Calvert Management Series-Calvert Flexible Bond Fund
Shares held as of 2026-03-31: 77941 (value 1084003; 0.01% of shares outstanding; change 0.00)
Holder of BPYPN: Calvert Social Investment Fund-Calvert Bond Fund
Shares held as of 2026-03-31: 97843 (value 1360800; 0.01% of shares outstanding; change 0.00)
Holder of BPYPN: College Retirement Equities Fd.-College Retirement Equities Fd. -  Res
Shares held as of 2026-03-31: 681850 (value 9483169; 0.06% of shares outstanding; change 0.00)
Holder of BPYPN: Core Bond Portfolio
Shares held as of 2026-03-31: 83921 (value 1167173; 0.01% of shares outstanding; change 0.00)
Holder of BPYPN: Eaton Vance Mutual Funds Trust-Eaton Vance Total Return Bond Fund
Shares held as of 2026-03-31: 187034 (value 2601268; 0.02% of shares outstanding; change 0.00)
Holder of BPYPN: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-03-31: 1369024 (value 19097884; 0.12% of shares outstanding; change 0.00)
Holder of BPYPN: TIAA-CREF Funds-Nuveen Core Impact Bond Fund
Shares held as of 2026-03-31: 629610 (value 8756615; 0.05% of shares outstanding; change 0.00)
Holder of BPYPN: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-04-30: 239944 (value 3337141; 0.02% of shares outstanding; change -0.18)
Holder of BPYPN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 423136 (value 5902747; 0.04% of shares outstanding; change 0.01)
Holder of BPYPN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 790535 (value 10632695; 0.07% of shares outstanding; change -0.03)
Holder of BPYPN: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-05-31: 1286590 (value 18050857; 0.11% of shares outstanding; change 0.00)
Holder of BPYPN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 418096 (value 5723775; 0.04% of shares outstanding; change -0.01)
Holder of BPYPN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 783415 (value 10895735; 0.07% of shares outstanding; change -0.01)
Holder of BPYPN: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-06-30: 1279109 (value 17789847; 0.11% of shares outstanding; change -0.01)
Holder of BPYPN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 427876 (value 5950899; 0.04% of shares outstanding; change 0.02)
Holder of BPYPO: TIAA-CREF Funds-Nuveen Core Impact Bond Fund
Shares held as of 2025-12-31: 400000 (value 6159999; 0.04% of shares outstanding; change 0.00)
Holder of BPYPO: ETFis Series Trust I-InfraCap REIT Preferred ETF
Shares held as of 2026-01-31: 85309 (value 1306080; 0.01% of shares outstanding; change 0.01)
Holder of BPYPO: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-01-31: 309689 (value 4741338; 0.03% of shares outstanding; change -0.21)
Holder of BPYPO: Calvert Management Series-Calvert Flexible Bond Fund
Shares held as of 2026-03-31: 150000 (value 2260499; 0.02% of shares outstanding; change 1.00)
Holder of BPYPO: Calvert Social Investment Fund-Calvert Bond Fund
Shares held as of 2026-03-31: 211400 (value 3185797; 0.02% of shares outstanding; change 0.00)
Holder of BPYPO: College Retirement Equities Fd.-College Retirement Equities Fd. -  Res
Shares held as of 2026-03-31: 390000 (value 5877299; 0.04% of shares outstanding; change 0.00)
Holder of BPYPO: Eaton Vance Mutual Funds Trust-Eaton Vance Total Return Bond Fund
Shares held as of 2026-03-31: 74772 (value 1151488; 0.01% of shares outstanding; change 0.00)
Holder of BPYPO: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-03-31: 838835 (value 12674796; 0.08% of shares outstanding; change -0.29)
Holder of BPYPO: TIAA-CREF Funds-Nuveen Core Impact Bond Fund
Shares held as of 2026-03-31: 400000 (value 6027999; 0.04% of shares outstanding; change 0.00)
Holder of BPYPO: The Calvert Fund-Calvert Income Fund
Shares held as of 2026-03-31: 382000 (value 5756739; 0.04% of shares outstanding; change 0.80)
Holder of BPYPO: ETFis Series Trust I-InfraCap REIT Preferred ETF
Shares held as of 2026-04-30: 96154 (value 1449040; 0.01% of shares outstanding; change 0.13)
Holder of BPYPO: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-04-30: 109011 (value 1642795; 0.01% of shares outstanding; change -0.65)
Holder of BPYPO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 369252 (value 5579397; 0.04% of shares outstanding; change 0.01)
Holder of BPYPO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 687451 (value 10318639; 0.07% of shares outstanding; change -0.03)
Holder of BPYPO: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-05-31: 761726 (value 11319248; 0.08% of shares outstanding; change 0.00)
Holder of BPYPO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 364884 (value 5473260; 0.04% of shares outstanding; change -0.01)
Holder of BPYPO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 681211 (value 10265849; 0.07% of shares outstanding; change -0.01)
Holder of BPYPO: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-06-30: 754682 (value 11373057; 0.08% of shares outstanding; change -0.01)
Holder of BPYPO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 373360 (value 5626535; 0.04% of shares outstanding; change 0.02)
Holder of BQ: Fidelity Advisor Emerging Asia Fund
Shares held as of 2022-11-30: 75273 (value 63191; 0.01% of shares outstanding; change 0.00)
Holder of BQ: Fidelity Emerging Asia Fund
Shares held as of 2022-11-30: 143483 (value 120453; 0.01% of shares outstanding; change 0.00)
Holder of BQ73.DE: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1273315 (value 8719661; 0.04% of shares outstanding; change 0.08)
Holder of BQ73.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1172971 (value 8032505; 0.04% of shares outstanding; change 0.03)
Holder of BQ73.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3247501 (value 22238887; 0.11% of shares outstanding; change 0.02)
Holder of BQ73.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1024996 (value 7019172; 0.04% of shares outstanding; change 0.02)
Holder of BQ73.DE: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1535403 (value 10514439; 0.05% of shares outstanding; change -0.03)
Holder of BQ73.DE: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 1526760 (value 10163641; 0.05% of shares outstanding; change 0.08)
Holder of BQ73.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2484491 (value 17013794; 0.09% of shares outstanding; change 0.02)
Holder of BQ73.DE: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 1434211 (value 9821476; 0.05% of shares outstanding; change 0.19)
Holder of BQ73.DE: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 1456783 (value 9976050; 0.05% of shares outstanding; change -0.05)
Holder of BQ73.DE: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 1051931 (value 7203623; 0.04% of shares outstanding; change -0.03)
Holder of BQ73.DE: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 8074886 (value 55296819; 0.28% of shares outstanding; change 1.27)
Holder of BR: T. Rowe Price Dividend Growth Fund, Inc.
Shares held as of 2025-12-31: 1143166 (value 175727478; 0.01% of shares outstanding; change -0.04)
Holder of BR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2943674 (value 452501570; 0.03% of shares outstanding; change 0.02)
Holder of BR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3664724 (value 563341377; 0.03% of shares outstanding; change -0.01)
Holder of BR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1490979 (value 229193293; 0.01% of shares outstanding; change 0.00)
Holder of BR: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1279978 (value 190614321; 0.01% of shares outstanding; change -0.11)
Holder of BR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2967790 (value 441963281; 0.03% of shares outstanding; change 0.01)
Holder of BR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 888000 (value 127827597; 0.01% of shares outstanding; change -0.09)
Holder of BR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2521334 (value 375477054; 0.02% of shares outstanding; change -0.01)
Holder of BR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3711935 (value 552781353; 0.03% of shares outstanding; change 0.01)
Holder of BR: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1080088 (value 160846702; 0.01% of shares outstanding; change 1.01)
Holder of BR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1496125 (value 205866809; 0.01% of shares outstanding; change 0.00)
Holder of BR: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 921580 (value 133509290; 0.01% of shares outstanding; change -0.03)
Holder of BR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1402447 (value 203172490; 0.01% of shares outstanding; change 0.03)
Holder of BR: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 1499168 (value 226884079; 0.01% of shares outstanding; change -0.02)
Holder of BR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1510089 (value 217377306; 0.01% of shares outstanding; change 0.01)
Holder of BR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1494045 (value 222493178; 0.01% of shares outstanding; change 0.00)
Holder of BR: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 917170 (value 137492958; 0.01% of shares outstanding; change 0.00)
Holder of BR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1416115 (value 207623708; 0.01% of shares outstanding; change 0.01)
Holder of BR: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-05-31: 1460664 (value 214155260; 0.01% of shares outstanding; change -0.03)
Holder of BR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1538105 (value 229054593; 0.01% of shares outstanding; change 0.02)
Holder of BR: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1242818 (value 185080454; 0.01% of shares outstanding; change 0.36)
Holder of BR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1397816 (value 208162756; 0.01% of shares outstanding; change -0.01)
Holder of BR: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 1692111 (value 251989167; 0.01% of shares outstanding; change 0.16)
Holder of BRAG: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-01-31: 2243 (value 3857; 0.00% of shares outstanding; change 0.00)
Holder of BRAG: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 5867 (value 10149; 0.00% of shares outstanding; change -0.21)
Holder of BRAG: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 15194 (value 26133; 0.00% of shares outstanding; change 0.00)
Holder of BRAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11254 (value 18231; 0.00% of shares outstanding; change 0.00)
Holder of BRAG: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional Intl Core Eqy. Fd.
Shares held as of 2026-03-31: 1500 (value 2444; 0.00% of shares outstanding; change 0.00)
Holder of BRAG: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 2243 (value 3656; 0.00% of shares outstanding; change 0.00)
Holder of BRAG: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 15194 (value 24766; 0.00% of shares outstanding; change 0.00)
Holder of BRAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11254 (value 19356; 0.00% of shares outstanding; change 0.00)
Holder of BRAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11254 (value 18344; 0.00% of shares outstanding; change 0.00)
Holder of BRAG.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-01-31: 2243 (value 5450; 0.00% of shares outstanding; change 0.00)
Holder of BRAG.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 5867 (value 14022; 0.00% of shares outstanding; change -0.21)
Holder of BRAG.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 15194 (value 36921; 0.00% of shares outstanding; change 0.00)
Holder of BRAG.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11254 (value 27234; 0.00% of shares outstanding; change 0.00)
Holder of BRAG.TO: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional Intl Core Eqy. Fd.
Shares held as of 2026-03-31: 1500 (value 3479; 0.00% of shares outstanding; change 0.00)
Holder of BRAG.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 2243 (value 5203; 0.00% of shares outstanding; change 0.00)
Holder of BRAG.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 15194 (value 35250; 0.00% of shares outstanding; change 0.00)
Holder of BRAG.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11254 (value 27347; 0.00% of shares outstanding; change 0.00)
Holder of BRAG.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11254 (value 26109; 0.00% of shares outstanding; change 0.00)
Holder of BRAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 24204 (value 175963; 0.00% of shares outstanding; change 1.00)
Holder of BRAI: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 3534 (value 25692; 0.00% of shares outstanding; change 1.00)
Holder of BRAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 28629 (value 175209; 0.00% of shares outstanding; change 0.18)
Holder of BRAI: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 3562 (value 21478; 0.00% of shares outstanding; change 0.01)
Holder of BRAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 28629 (value 176927; 0.00% of shares outstanding; change 0.00)
Holder of BRAI: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 3590 (value 22186; 0.00% of shares outstanding; change 0.01)
Holder of BRBI: GLOBAL X FUNDS-Global X Brazil Active ETF
Shares held as of 2026-04-30: 3220 (value 39734; 0.00% of shares outstanding; change 0.00)
Holder of BRBI: GLOBAL X FUNDS-Global X Brazil Active ETF
Shares held as of 2026-05-31: 3363 (value 38506; 0.00% of shares outstanding; change 0.04)
Holder of BRBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1359377 (value 11364391; 0.01% of shares outstanding; change 0.01)
Holder of BRBR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1529724 (value 12788492; 0.01% of shares outstanding; change -0.08)
Holder of BRBR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2714449 (value 22692792; 0.02% of shares outstanding; change -0.09)
Holder of BRBR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3750447 (value 31353735; 0.03% of shares outstanding; change -0.05)
Holder of BRBR: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 1205750 (value 11406395; 0.01% of shares outstanding; change 0.35)
Holder of BRBR: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 811318 (value 10506567; 0.01% of shares outstanding; change 0.06)
Holder of BRBR: AMG Funds-AMG Yacktman Fund
Shares held as of 2026-03-31: 972119 (value 12588940; 0.01% of shares outstanding; change 1.00)
Holder of BRBR: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 919523 (value 11907822; 0.01% of shares outstanding; change -0.06)
Holder of BRBR: Diamond Hill Funds-Diamond Hill Long-Short Fund
Shares held as of 2026-03-31: 2074680 (value 26867105; 0.02% of shares outstanding; change 1.00)
Holder of BRBR: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 1044312 (value 9200389; 0.01% of shares outstanding; change 0.00)
Holder of BRBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1305282 (value 16903401; 0.01% of shares outstanding; change -0.04)
Holder of BRBR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1516701 (value 19641277; 0.01% of shares outstanding; change -0.01)
Holder of BRBR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2708597 (value 35076330; 0.02% of shares outstanding; change 0.00)
Holder of BRBR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3666816 (value 47485266; 0.03% of shares outstanding; change -0.02)
Holder of BRBR: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 870171 (value 11268714; 0.01% of shares outstanding; change -0.28)
Holder of BRBR: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 1044312 (value 14474163; 0.01% of shares outstanding; change 0.00)
Holder of BRBR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 887210 (value 7417075; 0.01% of shares outstanding; change 0.00)
Holder of BRBR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3954657 (value 37411055; 0.03% of shares outstanding; change 0.02)
Holder of BRBR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 878540 (value 11719723; 0.01% of shares outstanding; change -0.01)
Holder of BRBR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3978589 (value 51522726; 0.03% of shares outstanding; change 0.01)
Holder of BRBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 509306 (value 1680709; 0.12% of shares outstanding; change -0.03)
Holder of BRBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2023837 (value 6678662; 0.47% of shares outstanding; change 0.22)
Holder of BRBS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 208427 (value 698230; 0.05% of shares outstanding; change 0.21)
Holder of BRBS: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 191306 (value 675310; 0.04% of shares outstanding; change 0.33)
Holder of BRBS: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 169764 (value 563616; 0.04% of shares outstanding; change 0.00)
Holder of BRBS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 644784 (value 2160026; 0.15% of shares outstanding; change 0.00)
Holder of BRBS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 334942 (value 1158899; 0.08% of shares outstanding; change 0.01)
Holder of BRBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 216938 (value 720234; 0.05% of shares outstanding; change -0.08)
Holder of BRBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 509306 (value 1762198; 0.12% of shares outstanding; change 0.00)
Holder of BRBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2023837 (value 7002476; 0.47% of shares outstanding; change 0.00)
Holder of BRBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1546508 (value 5103476; 0.36% of shares outstanding; change 0.02)
Holder of BRBS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 575142 (value 1897968; 0.13% of shares outstanding; change 0.00)
Holder of BRBS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 216752 (value 749961; 0.05% of shares outstanding; change 0.04)
Holder of BRBS: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 255917 (value 885472; 0.06% of shares outstanding; change 0.34)
Holder of BRBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 216149 (value 763005; 0.05% of shares outstanding; change 0.00)
Holder of BRBS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 643891 (value 2227862; 0.15% of shares outstanding; change 0.00)
Holder of BRBS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 173689 (value 594016; 0.04% of shares outstanding; change 0.02)
Holder of BRBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1485899 (value 5334377; 0.34% of shares outstanding; change -0.04)
Holder of BRBS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 568572 (value 2041173; 0.13% of shares outstanding; change -0.01)
Holder of BRBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 216149 (value 747875; 0.05% of shares outstanding; change 0.00)
Holder of BRBS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 175543 (value 607378; 0.04% of shares outstanding; change 0.01)
Holder of BRBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1500050 (value 5190173; 0.35% of shares outstanding; change 0.01)
Holder of BRBS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 573390 (value 1983929; 0.13% of shares outstanding; change 0.01)
Holder of BRBY.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3374970 (value 3918340170; 0.01% of shares outstanding; change 0.02)
Holder of BRBY.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 1610274 (value 1826855853; 0.00% of shares outstanding; change 0.32)
Holder of BRBY.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 3092231 (value 3508136069; 0.01% of shares outstanding; change 0.05)
Holder of BRBY.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5247144 (value 5572466928; 0.01% of shares outstanding; change 0.01)
Holder of BRBY.L: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 2381977 (value 2543951436; 0.01% of shares outstanding; change -0.06)
Holder of BRBY.L: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 4198992 (value 4484523456; 0.01% of shares outstanding; change 0.02)
Holder of BRBY.L: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 1451978 (value 1534740746; 0.00% of shares outstanding; change 0.42)
Holder of BRBY.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 1800330 (value 2090183130; 0.00% of shares outstanding; change 0.00)
Holder of BRBY.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3462136 (value 3697561248; 0.01% of shares outstanding; change 0.03)
Holder of BRBY.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 3552426 (value 4175876763; 0.01% of shares outstanding; change 0.25)
Holder of BRBY.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 1963030 (value 2084737860; 0.01% of shares outstanding; change 0.09)
Holder of BRBY.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 3421347 (value 3653998596; 0.01% of shares outstanding; change 0.11)
Holder of BRBY.L: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 1768146 (value 1888379928; 0.00% of shares outstanding; change 0.00)
Holder of BRBY.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5218891 (value 5573775588; 0.01% of shares outstanding; change -0.01)
Holder of BRBY.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2574182 (value 2720910374; 0.01% of shares outstanding; change 0.02)
Holder of BRBY.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 3933418 (value 4157622826; 0.01% of shares outstanding; change 0.11)
Holder of BRBY.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 1963030 (value 2096516040; 0.01% of shares outstanding; change 0.00)
Holder of BRBY.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2591927 (value 2768178036; 0.01% of shares outstanding; change 0.01)
Holder of BRBY.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1452739 (value 1551525252; 0.00% of shares outstanding; change 0.02)
Holder of BRBY.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 5488115 (value 5861306820; 0.01% of shares outstanding; change 0.40)
Holder of BRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 940265 (value 80938012; 0.02% of shares outstanding; change -0.05)
Holder of BRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 606569 (value 52213460; 0.01% of shares outstanding; change -0.04)
Holder of BRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1313792 (value 113091217; 0.03% of shares outstanding; change 0.00)
Holder of BRC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 746647 (value 63696453; 0.02% of shares outstanding; change 0.78)
Holder of BRC: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 610201 (value 52056245; 0.01% of shares outstanding; change 0.00)
Holder of BRC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 803000 (value 68503928; 0.02% of shares outstanding; change 0.00)
Holder of BRC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2234059 (value 198004643; 0.05% of shares outstanding; change 398.44)
Holder of BRC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1347903 (value 126285035; 0.03% of shares outstanding; change -0.05)
Holder of BRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 957008 (value 90437256; 0.02% of shares outstanding; change 0.02)
Holder of BRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 609410 (value 57589245; 0.01% of shares outstanding; change 0.00)
Holder of BRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1330077 (value 125692276; 0.03% of shares outstanding; change 0.01)
Holder of BRC: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-04-30: 610201 (value 57663994; 0.01% of shares outstanding; change 0.00)
Holder of BRC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 799496 (value 75552372; 0.02% of shares outstanding; change 0.00)
Holder of BRC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2250659 (value 206092843; 0.05% of shares outstanding; change 0.01)
Holder of BRC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1104858 (value 91294413; 0.03% of shares outstanding; change 0.01)
Holder of BRC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 710458 (value 67138281; 0.02% of shares outstanding; change -0.05)
Holder of BRC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2659571 (value 226887995; 0.06% of shares outstanding; change 0.02)
Holder of BRC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2250659 (value 212687275; 0.05% of shares outstanding; change 0.00)
Holder of BRC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1116178 (value 104574719; 0.03% of shares outstanding; change 0.01)
Holder of BRC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2646832 (value 250125624; 0.06% of shares outstanding; change 0.00)
Holder of BRC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 1108264 (value 104730948; 0.03% of shares outstanding; change -0.01)
Holder of BRC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1066272 (value 100762704; 0.02% of shares outstanding; change -0.21)
Holder of BRC.V: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 6188665 (value 7735831; 0.02% of shares outstanding; change 32.14)
Holder of BRC.V: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 285675 (value 357093; 0.00% of shares outstanding; change 1.00)
Holder of BRC.V: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 7736770 (value 7195196; 0.02% of shares outstanding; change 0.25)