speb/financial-data huggingface dataset:
Holder of TRNS: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 313764 (value 26622874; 0.03% of shares outstanding; change -0.50)
Holder of TRNS: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Baron Growth Opportunities Fd.
Shares held as of 2026-03-31: 107065 (value 9084465; 0.01% of shares outstanding; change 0.00)
Holder of TRNS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 453677 (value 39878208; 0.05% of shares outstanding; change -0.05)
Holder of TRNS: ROYCE FUND-Royce Small-Cap Fund
Shares held as of 2026-03-31: 137700 (value 11683844; 0.01% of shares outstanding; change 0.16)
Holder of TRNS: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 149866 (value 12716129; 0.02% of shares outstanding; change 0.30)
Holder of TRNS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 104642 (value 8878873; 0.01% of shares outstanding; change 0.03)
Holder of TRNS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 293264 (value 24883449; 0.03% of shares outstanding; change 0.03)
Holder of TRNS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 222975 (value 18845846; 0.02% of shares outstanding; change 0.00)
Holder of TRNS: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 135527 (value 11499465; 0.01% of shares outstanding; change 0.08)
Holder of TRNS: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 402674 (value 34166888; 0.04% of shares outstanding; change 0.00)
Holder of TRNS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 214349 (value 19229248; 0.02% of shares outstanding; change -0.04)
Holder of TRNS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 219611 (value 18633993; 0.02% of shares outstanding; change 0.02)
Holder of TRNS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 446200 (value 37860069; 0.05% of shares outstanding; change -0.02)
Holder of TRON: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2025-12-31: 4215 (value 7882; 0.00% of shares outstanding; change 5.80)
Holder of TRON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 208100 (value 416200; 0.00% of shares outstanding; change 0.00)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 127667 (value 238737; 0.00% of shares outstanding; change 0.03)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 169984 (value 317870; 0.00% of shares outstanding; change 0.09)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 34779 (value 65036; 0.00% of shares outstanding; change 0.04)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 35065 (value 65571; 0.00% of shares outstanding; change 0.00)
Holder of TRON: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 4215 (value 6153; 0.00% of shares outstanding; change 0.00)
Holder of TRON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 275948 (value 402884; 0.00% of shares outstanding; change 0.33)
Holder of TRON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1754910 (value 2562168; 0.00% of shares outstanding; change 1.00)
Holder of TRON: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 46083 (value 67281; 0.00% of shares outstanding; change 1.00)
Holder of TRON: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 34884 (value 50930; 0.00% of shares outstanding; change 1.00)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 127202 (value 190942; 0.00% of shares outstanding; change 0.00)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 169984 (value 255162; 0.00% of shares outstanding; change 0.00)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 34779 (value 52206; 0.00% of shares outstanding; change 0.00)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 35065 (value 52636; 0.00% of shares outstanding; change 0.00)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 120498 (value 175927; 0.00% of shares outstanding; change -0.05)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 169984 (value 248176; 0.00% of shares outstanding; change 0.00)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 34779 (value 50777; 0.00% of shares outstanding; change 0.00)
Holder of TRON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 35065 (value 51194; 0.00% of shares outstanding; change 0.00)
Holder of TRON: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 23715 (value 34623; 0.00% of shares outstanding; change 1.00)
Holder of TRON: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 2695 (value 3826; 0.00% of shares outstanding; change 1.00)
Holder of TROO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 74079 (value 168159; 0.00% of shares outstanding; change 0.00)
Holder of TROO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 78624 (value 225650; 0.00% of shares outstanding; change 0.06)
Holder of TROO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 78624 (value 154103; 0.00% of shares outstanding; change 0.00)
Holder of TROW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5502880 (value 575216039; 0.03% of shares outstanding; change 0.02)
Holder of TROW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6842476 (value 715244007; 0.03% of shares outstanding; change -0.01)
Holder of TROW: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 6737725 (value 784944962; 0.03% of shares outstanding; change 0.07)
Holder of TROW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2791701 (value 291816502; 0.01% of shares outstanding; change 0.01)
Holder of TROW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5554097 (value 647052300; 0.03% of shares outstanding; change 0.01)
Holder of TROW: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4709385 (value 548643352; 0.02% of shares outstanding; change -0.01)
Holder of TROW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6911189 (value 805153518; 0.03% of shares outstanding; change 0.01)
Holder of TROW: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2017375 (value 235024187; 0.01% of shares outstanding; change 0.00)
Holder of TROW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2801341 (value 297124240; 0.01% of shares outstanding; change 0.00)
Holder of TROW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2629951 (value 277328324; 0.01% of shares outstanding; change 0.03)
Holder of TROW: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 2059304 (value 217153600; 0.01% of shares outstanding; change -0.01)
Holder of TROW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2827504 (value 299899218; 0.01% of shares outstanding; change 0.02)
Holder of TROW: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 4495251 (value 476788808; 0.02% of shares outstanding; change 0.00)
Holder of TROW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2797436 (value 325901294; 0.01% of shares outstanding; change 0.00)
Holder of TROW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2655478 (value 314806925; 0.01% of shares outstanding; change 0.01)
Holder of TROW: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 2055527 (value 243682732; 0.01% of shares outstanding; change 0.00)
Holder of TROW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2880240 (value 335547960; 0.01% of shares outstanding; change 0.02)
Holder of TROW: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 4472264 (value 521018756; 0.02% of shares outstanding; change -0.01)
Holder of TROW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2589596 (value 301687934; 0.01% of shares outstanding; change -0.02)
Holder of TROW: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 2046674 (value 238437521; 0.01% of shares outstanding; change 0.00)
Holder of TROX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1294612 (value 10292165; 0.01% of shares outstanding; change -0.02)
Holder of TROX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3732772 (value 29675536; 0.02% of shares outstanding; change 0.01)
Holder of TROX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1677304 (value 11305028; 0.01% of shares outstanding; change -0.08)
Holder of TROX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1174066 (value 7913204; 0.01% of shares outstanding; change 0.00)
Holder of TROX: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 3873269 (value 24169197; 0.02% of shares outstanding; change 0.31)
Holder of TROX: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund
Shares held as of 2026-03-31: 1337743 (value 9016387; 0.01% of shares outstanding; change 0.00)
Holder of TROX: VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund
Shares held as of 2026-03-31: 4130659 (value 25775311; 0.03% of shares outstanding; change 0.00)
Holder of TROX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1330095 (value 8299792; 0.01% of shares outstanding; change 0.03)
Holder of TROX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3732772 (value 23292496; 0.02% of shares outstanding; change 0.00)
Holder of TROX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2942191 (value 23390417; 0.02% of shares outstanding; change 0.02)
Holder of TROX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2688619 (value 19626919; 0.02% of shares outstanding; change 0.19)
Holder of TROX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1144080 (value 7139058; 0.01% of shares outstanding; change -0.32)
Holder of TROX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1183694 (value 7386250; 0.01% of shares outstanding; change 0.01)
Holder of TROX: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund
Shares held as of 2026-04-30: 1337743 (value 8347516; 0.01% of shares outstanding; change 0.00)
Holder of TROX: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-04-30: 6066051 (value 44282173; 0.04% of shares outstanding; change -0.02)
Holder of TROX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2827102 (value 19054666; 0.02% of shares outstanding; change -0.04)
Holder of TROX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3279407 (value 22103202; 0.02% of shares outstanding; change 0.22)
Holder of TROX: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-05-31: 6433286 (value 37570391; 0.04% of shares outstanding; change 0.06)
Holder of TROX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2853973 (value 17808790; 0.02% of shares outstanding; change 0.01)
Holder of TROX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3272574 (value 20420861; 0.02% of shares outstanding; change 0.00)
Holder of TROX: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-06-30: 5245401 (value 32731301; 0.03% of shares outstanding; change -0.18)
Holder of TRP: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 8933400 (value 595143132; 0.01% of shares outstanding; change -0.04)
Holder of TRP: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 9800265 (value 668868086; 0.01% of shares outstanding; change 0.02)
Holder of TRP: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 8573661 (value 593640269; 0.01% of shares outstanding; change 10.11)
Holder of TRP: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 15195627 (value 1052145181; 0.01% of shares outstanding; change 0.01)
Holder of TRP: Capital Group Dividend Value ETF
Shares held as of 2026-02-28: 5677323 (value 396050064; 0.01% of shares outstanding; change -0.04)
Holder of TRP: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 15341172 (value 1062222716; 0.01% of shares outstanding; change 0.00)
Holder of TRP: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 5082387 (value 354547327; 0.00% of shares outstanding; change 0.00)
Holder of TRP: Capital Income Builder
Shares held as of 2026-03-31: 6038722 (value 418121098; 0.01% of shares outstanding; change 0.00)
Holder of TRP: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 8567000 (value 604744498; 0.01% of shares outstanding; change -0.04)
Holder of TRP: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 7418569 (value 499492264; 0.01% of shares outstanding; change 0.00)
Holder of TRP: Investment Co of America
Shares held as of 2026-03-31: 7418569 (value 517519389; 0.01% of shares outstanding; change 0.00)
Holder of TRP: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 10036177 (value 708453697; 0.01% of shares outstanding; change 0.02)
Holder of TRP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 6440060 (value 445909740; 0.01% of shares outstanding; change -0.13)
Holder of TRP: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 15341172 (value 1032921138; 0.01% of shares outstanding; change 0.00)
Holder of TRP: Capital Income Builder
Shares held as of 2026-04-30: 6038722 (value 421261259; 0.01% of shares outstanding; change 0.00)
Holder of TRP: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 8573661 (value 605214698; 0.01% of shares outstanding; change 0.00)
Holder of TRP: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 15175827 (value 1071261572; 0.01% of shares outstanding; change 0.00)
Holder of TRP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 6440060 (value 433609251; 0.01% of shares outstanding; change 0.00)
Holder of TRP: Capital Group Dividend Value ETF
Shares held as of 2026-05-31: 7031291 (value 496338805; 0.01% of shares outstanding; change 0.24)
Holder of TRP: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 5013728 (value 353919041; 0.00% of shares outstanding; change 0.02)
Holder of TRP: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 15341172 (value 1082933275; 0.01% of shares outstanding; change 0.00)
Holder of TRP: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 4733842 (value 334161889; 0.00% of shares outstanding; change 0.00)
Holder of TRP: Investment Co of America
Shares held as of 2026-06-30: 7418569 (value 523676758; 0.01% of shares outstanding; change 0.00)
Holder of TRP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 6440060 (value 454603811; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 8933400 (value 817763444; 0.01% of shares outstanding; change -0.04)
Holder of TRP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 9800265 (value 897116267; 0.01% of shares outstanding; change 0.02)
Holder of TRP.TO: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 8573661 (value 843562500; 0.01% of shares outstanding; change 10.11)
Holder of TRP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 15195627 (value 1495097731; 0.01% of shares outstanding; change 0.01)
Holder of TRP.TO: Capital Group Dividend Value ETF
Shares held as of 2026-02-28: 5677323 (value 555185421; 0.01% of shares outstanding; change -0.04)
Holder of TRP.TO: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 15341172 (value 1509417903; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 5082387 (value 497006629; 0.00% of shares outstanding; change 0.00)
Holder of TRP.TO: Capital Income Builder
Shares held as of 2026-03-31: 6038722 (value 594149853; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 8567000 (value 853187498; 0.01% of shares outstanding; change -0.04)
Holder of TRP.TO: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 7418569 (value 707508945; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: Investment Co of America
Shares held as of 2026-03-31: 7418569 (value 725461869; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 10036177 (value 999502830; 0.01% of shares outstanding; change 0.02)
Holder of TRP.TO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 6440060 (value 633637499; 0.01% of shares outstanding; change -0.13)
Holder of TRP.TO: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 15341172 (value 1463087615; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: Capital Income Builder
Shares held as of 2026-04-30: 6038722 (value 590526629; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 8573661 (value 853850867; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 15175827 (value 1511360555; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 6440060 (value 614188539; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: Capital Group Dividend Value ETF
Shares held as of 2026-05-31: 7031291 (value 700246244; 0.01% of shares outstanding; change 0.24)
Holder of TRP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 5013728 (value 499317153; 0.00% of shares outstanding; change 0.02)
Holder of TRP.TO: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 15341172 (value 1527827263; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 4733842 (value 471443307; 0.00% of shares outstanding; change 0.00)
Holder of TRP.TO: Investment Co of America
Shares held as of 2026-06-30: 7418569 (value 738815259; 0.01% of shares outstanding; change 0.00)
Holder of TRP.TO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 6440060 (value 641365551; 0.01% of shares outstanding; change 0.00)
Holder of TRR.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1197250 (value 44417973; 0.01% of shares outstanding; change 0.03)
Holder of TRR.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1363043 (value 50568893; 0.01% of shares outstanding; change -0.01)
Holder of TRR.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2437867 (value 90444861; 0.02% of shares outstanding; change 0.00)
Holder of TRR.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3347309 (value 124185158; 0.03% of shares outstanding; change -0.01)
Holder of TRR.DE: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 774895 (value 28748603; 0.01% of shares outstanding; change -0.18)
Holder of TRR.DE: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 994271 (value 36887452; 0.01% of shares outstanding; change 0.00)
Holder of TRR.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 727000 (value 26971698; 0.01% of shares outstanding; change 0.00)
Holder of TRR.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3639075 (value 135009676; 0.04% of shares outstanding; change 0.01)
Holder of TRR.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1488027 (value 55205799; 0.01% of shares outstanding; change 0.77)
Holder of TRR.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 799409 (value 29658072; 0.01% of shares outstanding; change -0.01)
Holder of TRS: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 380020 (value 15554218; 0.01% of shares outstanding; change 0.00)
Holder of TRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 831330 (value 34026337; 0.02% of shares outstanding; change -0.04)
Holder of TRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 535241 (value 21907414; 0.01% of shares outstanding; change -0.04)
Holder of TRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1163454 (value 47620172; 0.03% of shares outstanding; change -0.02)
Holder of TRS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 412697 (value 17933748; 0.01% of shares outstanding; change 0.00)
Holder of TRS: MFS SERIES TRUST XIII-MFS New Discovery Value Fund
Shares held as of 2026-02-28: 482580 (value 19317676; 0.01% of shares outstanding; change -0.05)
Holder of TRS: Templeton Global Smaller Companies Fund
Shares held as of 2026-02-28: 385405 (value 15427761; 0.01% of shares outstanding; change 0.00)
Holder of TRS: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1767276 (value 71645370; 0.05% of shares outstanding; change -0.04)
Holder of TRS: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2026-03-31: 402259 (value 16102427; 0.01% of shares outstanding; change 0.08)
Holder of TRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 844137 (value 33790803; 0.02% of shares outstanding; change 0.02)
Holder of TRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 537253 (value 21506236; 0.02% of shares outstanding; change 0.00)
Holder of TRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1163454 (value 46573062; 0.03% of shares outstanding; change 0.00)
Holder of TRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 779667 (value 31911770; 0.02% of shares outstanding; change 0.00)
Holder of TRS: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1702876 (value 70516094; 0.05% of shares outstanding; change -0.04)
Holder of TRS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 407712 (value 16528644; 0.01% of shares outstanding; change 3.65)
Holder of TRS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 435819 (value 17445834; 0.01% of shares outstanding; change 0.06)
Holder of TRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 749249 (value 32558616; 0.02% of shares outstanding; change -0.04)
Holder of TRS: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 1556276 (value 62297726; 0.04% of shares outstanding; change -0.09)
Holder of TRS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 638574 (value 27749234; 0.02% of shares outstanding; change 0.57)
Holder of TRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 762399 (value 30518831; 0.02% of shares outstanding; change 0.02)
Holder of TRS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 863955 (value 34584117; 0.02% of shares outstanding; change 0.35)
Holder of TRST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 198208 (value 10269156; 0.01% of shares outstanding; change 0.02)
Holder of TRST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 574442 (value 29761840; 0.03% of shares outstanding; change 0.00)
Holder of TRST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 250229 (value 13439799; 0.01% of shares outstanding; change -0.08)
Holder of TRST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 163612 (value 8787600; 0.01% of shares outstanding; change 0.00)
Holder of TRST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 183279 (value 9843914; 0.01% of shares outstanding; change 0.01)
Holder of TRST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 202797 (value 11630407; 0.01% of shares outstanding; change 0.02)
Holder of TRST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 598026 (value 34296790; 0.03% of shares outstanding; change 0.04)
Holder of TRST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 443279 (value 22966285; 0.03% of shares outstanding; change -0.08)
Holder of TRST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 152216 (value 7886311; 0.01% of shares outstanding; change -0.04)
Holder of TRST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 487865 (value 25949538; 0.03% of shares outstanding; change 0.04)
Holder of TRST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 250229 (value 14350632; 0.01% of shares outstanding; change 0.00)
Holder of TRST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 163612 (value 9383147; 0.01% of shares outstanding; change 0.00)
Holder of TRST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 175486 (value 10064121; 0.01% of shares outstanding; change -0.04)
Holder of TRST: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 163962 (value 8565375; 0.01% of shares outstanding; change 0.00)
Holder of TRST: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1091897 (value 57040701; 0.06% of shares outstanding; change 0.02)
Holder of TRST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 443279 (value 23808514; 0.03% of shares outstanding; change 0.00)
Holder of TRST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 152216 (value 8175521; 0.01% of shares outstanding; change 0.00)
Holder of TRST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 503086 (value 27020748; 0.03% of shares outstanding; change 0.03)
Holder of TRST: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 165470 (value 9014805; 0.01% of shares outstanding; change 0.01)
Holder of TRST: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1091897 (value 62620291; 0.06% of shares outstanding; change 0.00)
Holder of TRST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 443279 (value 25422049; 0.03% of shares outstanding; change 0.00)
Holder of TRST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 152216 (value 8292727; 0.01% of shares outstanding; change 0.00)
Holder of TRST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 517888 (value 29700876; 0.03% of shares outstanding; change 0.03)
Holder of TRST: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 159647 (value 9155755; 0.01% of shares outstanding; change -0.04)
Holder of TRST: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 163773 (value 9392381; 0.01% of shares outstanding; change 0.19)
Holder of TRT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 74882 (value 789256; 0.01% of shares outstanding; change 0.00)
Holder of TRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 49986 (value 635322; 0.00% of shares outstanding; change 0.00)
Holder of TRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 212340 (value 2698841; 0.02% of shares outstanding; change 0.00)
Holder of TRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 28056 (value 375529; 0.00% of shares outstanding; change 0.00)
Holder of TRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 25480 (value 341049; 0.00% of shares outstanding; change 0.00)
Holder of TRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 114598 (value 1533894; 0.01% of shares outstanding; change 0.00)
Holder of TRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 15770 (value 211081; 0.00% of shares outstanding; change 0.00)
Holder of TRT: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 43600 (value 402427; 0.00% of shares outstanding; change 0.00)
Holder of TRT: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 48600 (value 448577; 0.00% of shares outstanding; change 0.00)
Holder of TRT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 49882 (value 460410; 0.00% of shares outstanding; change -0.33)
Holder of TRT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 25965 (value 273671; 0.00% of shares outstanding; change -0.19)
Holder of TRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 49986 (value 461370; 0.00% of shares outstanding; change 0.00)
Holder of TRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 212340 (value 1959898; 0.02% of shares outstanding; change 0.00)
Holder of TRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 28056 (value 258956; 0.00% of shares outstanding; change 0.00)
Holder of TRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 25480 (value 235180; 0.00% of shares outstanding; change 0.00)
Holder of TRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 104025 (value 960150; 0.01% of shares outstanding; change -0.09)
Holder of TRT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 15770 (value 145557; 0.00% of shares outstanding; change 0.00)
Holder of TRT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 25871 (value 346283; 0.00% of shares outstanding; change 0.00)
Holder of TRT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 25871 (value 238789; 0.00% of shares outstanding; change 0.00)
Holder of TRTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 861307 (value 7234978; 0.01% of shares outstanding; change 0.02)
Holder of TRTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2154601 (value 18098647; 0.03% of shares outstanding; change 0.06)
Holder of TRTX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 675400 (value 5811816; 0.01% of shares outstanding; change 0.01)
Holder of TRTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 875637 (value 7547990; 0.01% of shares outstanding; change 0.02)
Holder of TRTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2269141 (value 19559995; 0.03% of shares outstanding; change 0.05)
Holder of TRTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1769820 (value 14866487; 0.02% of shares outstanding; change 0.02)
Holder of TRTX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 609999 (value 5123991; 0.01% of shares outstanding; change 0.03)
Holder of TRTX: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 742685 (value 6175425; 0.01% of shares outstanding; change 0.12)
Holder of TRTX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 727721 (value 6272954; 0.01% of shares outstanding; change 0.08)
Holder of TRTX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 1391472 (value 11570089; 0.02% of shares outstanding; change -0.01)
Holder of TRTX: GLOBAL X FUNDS-Global X SuperDividend REIT ETF
Shares held as of 2026-04-30: 874779 (value 7273787; 0.01% of shares outstanding; change 0.04)
Holder of TRTX: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-04-30: 749548 (value 6232491; 0.01% of shares outstanding; change -0.01)
Holder of TRTX: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 842133 (value 7246554; 0.01% of shares outstanding; change 0.00)
Holder of TRTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1700585 (value 14633533; 0.02% of shares outstanding; change -0.04)
Holder of TRTX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 603039 (value 5189150; 0.01% of shares outstanding; change -0.01)
Holder of TRTX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 773100 (value 6652525; 0.01% of shares outstanding; change 0.04)
Holder of TRTX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 1403400 (value 12279750; 0.02% of shares outstanding; change 0.01)
Holder of TRTX: GLOBAL X FUNDS-Global X SuperDividend REIT ETF
Shares held as of 2026-05-31: 859599 (value 7521491; 0.01% of shares outstanding; change -0.02)
Holder of TRTX: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-05-31: 756814 (value 6448055; 0.01% of shares outstanding; change 0.01)
Holder of TRTX: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 857585 (value 7392382; 0.01% of shares outstanding; change 0.02)
Holder of TRTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1716750 (value 14798384; 0.02% of shares outstanding; change 0.01)
Holder of TRTX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 608143 (value 5242192; 0.01% of shares outstanding; change 0.01)
Holder of TRTX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 795471 (value 6856959; 0.01% of shares outstanding; change 0.03)
Holder of TRTX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 1372016 (value 11826777; 0.02% of shares outstanding; change -0.02)
Holder of TRTX: GLOBAL X FUNDS-Global X SuperDividend REIT ETF
Shares held as of 2026-06-30: 890269 (value 7674118; 0.01% of shares outstanding; change 0.04)
Holder of TRTX: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-06-30: 816098 (value 7034764; 0.01% of shares outstanding; change 0.08)
Holder of TRU: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 6478300 (value 463587132; 0.03% of shares outstanding; change 1.00)
Holder of TRU: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 3220900 (value 230487596; 0.02% of shares outstanding; change 0.00)
Holder of TRU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2203595 (value 157689252; 0.01% of shares outstanding; change 1.00)
Holder of TRU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6078229 (value 434958052; 0.03% of shares outstanding; change -0.01)
Holder of TRU: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 2363726 (value 169148226; 0.01% of shares outstanding; change -0.04)
Holder of TRU: MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G
Shares held as of 2026-02-28: 3078182 (value 235511711; 0.02% of shares outstanding; change -0.09)
Holder of TRU: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 10063200 (value 769935453; 0.05% of shares outstanding; change 0.55)
Holder of TRU: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 3669596 (value 280760797; 0.02% of shares outstanding; change 0.11)
Holder of TRU: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2599268 (value 178855624; 0.01% of shares outstanding; change 20.06)
Holder of TRU: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 3384900 (value 258978706; 0.02% of shares outstanding; change 0.05)
Holder of TRU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4436376 (value 339427137; 0.02% of shares outstanding; change 1.01)
Holder of TRU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2825018 (value 216142133; 0.01% of shares outstanding; change 0.99)
Holder of TRU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6108941 (value 467395088; 0.03% of shares outstanding; change 0.01)
Holder of TRU: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-04-30: 2360808 (value 180625425; 0.01% of shares outstanding; change 0.56)
Holder of TRU: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2665768 (value 175914024; 0.01% of shares outstanding; change 0.03)
Holder of TRU: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 3881982 (value 267119171; 0.02% of shares outstanding; change -0.02)
Holder of TRU: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 6498865 (value 419826669; 0.03% of shares outstanding; change 0.02)
Holder of TRU: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2740768 (value 209696165; 0.01% of shares outstanding; change 0.03)
Holder of TRU: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-05-31: 3782284 (value 283746932; 0.02% of shares outstanding; change -0.03)
Holder of TRU: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 6527052 (value 499384762; 0.03% of shares outstanding; change 0.00)
Holder of TRUG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 14413 (value 22628; 0.01% of shares outstanding; change 5.77)
Holder of TRUG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 40 (value 62; 0.00% of shares outstanding; change 0.00)
Holder of TRUG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 14361 (value 18741; 0.01% of shares outstanding; change 0.00)
Holder of TRUG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 40 (value 52; 0.00% of shares outstanding; change 0.00)
Holder of TRUG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 11628 (value 14069; 0.01% of shares outstanding; change -0.19)
Holder of TRUG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 40 (value 48; 0.00% of shares outstanding; change 0.00)
Holder of TRUP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 365665 (value 7978810; 0.01% of shares outstanding; change 0.02)
Holder of TRUP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 414162 (value 9037014; 0.01% of shares outstanding; change -0.04)
Holder of TRUP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 736274 (value 16065498; 0.02% of shares outstanding; change -0.03)
Holder of TRUP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1012038 (value 22082668; 0.02% of shares outstanding; change 0.01)
Holder of TRUP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 362792 (value 8569147; 0.01% of shares outstanding; change 0.01)
Holder of TRUP: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 705631 (value 16667004; 0.02% of shares outstanding; change -0.07)
Holder of TRUP: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1643625 (value 39430563; 0.04% of shares outstanding; change 0.00)
Holder of TRUP: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2090480 (value 50150614; 0.05% of shares outstanding; change 0.00)
Holder of TRUP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 381834 (value 9160197; 0.01% of shares outstanding; change 0.04)
Holder of TRUP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 422841 (value 10143955; 0.01% of shares outstanding; change 0.02)
Holder of TRUP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 753598 (value 18078815; 0.02% of shares outstanding; change 0.02)
Holder of TRUP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1012038 (value 24278791; 0.02% of shares outstanding; change 0.00)
Holder of TRUP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 915181 (value 19969249; 0.02% of shares outstanding; change 0.00)
Holder of TRUP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 366754 (value 8798428; 0.01% of shares outstanding; change 0.01)
Holder of TRUP: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 705631 (value 16928087; 0.02% of shares outstanding; change 0.00)
Holder of TRUP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2067306 (value 48664385; 0.05% of shares outstanding; change 0.02)
Holder of TRUP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 879315 (value 20769421; 0.02% of shares outstanding; change -0.04)
Holder of TRUP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2063905 (value 49513080; 0.05% of shares outstanding; change 0.00)
Holder of TRUP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 887689 (value 21295658; 0.02% of shares outstanding; change 0.01)
Holder of TRV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5625067 (value 1641900889; 0.03% of shares outstanding; change 0.01)
Holder of TRV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7006676 (value 2045178760; 0.03% of shares outstanding; change -0.01)
Holder of TRV: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 3477004 (value 1346504602; 0.02% of shares outstanding; change -0.06)
Holder of TRV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2761520 (value 806060113; 0.01% of shares outstanding; change -0.03)
Holder of TRV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5493461 (value 2127397760; 0.03% of shares outstanding; change -0.02)
Holder of TRV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6862130 (value 2657428530; 0.03% of shares outstanding; change -0.02)
Holder of TRV: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2000367 (value 774662143; 0.01% of shares outstanding; change -0.03)
Holder of TRV: BlackRock ETF Trust-iShares U.S. Equity Factor Rotation Active ETF
Shares held as of 2026-04-30: 1500239 (value 471660161; 0.01% of shares outstanding; change 0.03)
Holder of TRV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2771062 (value 871194222; 0.01% of shares outstanding; change 0.00)
Holder of TRV: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 1512628 (value 465602020; 0.01% of shares outstanding; change 0.03)
Holder of TRV: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-04-30: 5310732 (value 1575853564; 0.03% of shares outstanding; change -0.04)
Holder of TRV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2579560 (value 765432867; 0.01% of shares outstanding; change 0.03)
Holder of TRV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2796933 (value 879327806; 0.01% of shares outstanding; change 0.01)
Holder of TRV: BlackRock ETF Trust-iShares U.S. Equity Factor Rotation Active ETF
Shares held as of 2026-05-31: 1532669 (value 593541411; 0.01% of shares outstanding; change 0.02)
Holder of TRV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2767200 (value 1071625899; 0.01% of shares outstanding; change 0.00)
Holder of TRV: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 1453520 (value 492627017; 0.01% of shares outstanding; change -0.04)
Holder of TRV: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-05-31: 5393811 (value 1828070496; 0.03% of shares outstanding; change 0.02)
Holder of TRV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2604886 (value 882847998; 0.01% of shares outstanding; change 0.01)
Holder of TRV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2848845 (value 1103243742; 0.01% of shares outstanding; change 0.02)
Holder of TRV: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 1487261 (value 575956709; 0.01% of shares outstanding; change 0.08)
Holder of TRV: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 1447752 (value 534191548; 0.01% of shares outstanding; change 0.00)
Holder of TRV: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-06-30: 5097433 (value 1974031953; 0.02% of shares outstanding; change -0.05)
Holder of TRV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2569939 (value 995234602; 0.01% of shares outstanding; change -0.01)
Holder of TRVC.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 15639762 (value 1716307448; 0.01% of shares outstanding; change 0.00)