speb/financial-data huggingface dataset:
Holder of ULH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 153995 (value 2254486; 0.01% of shares outstanding; change -0.04)
Holder of ULH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 268030 (value 3923959; 0.01% of shares outstanding; change 0.00)
Holder of ULH: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 431480 (value 6808754; 0.02% of shares outstanding; change 0.00)
Holder of ULH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 155479 (value 2453458; 0.01% of shares outstanding; change 0.01)
Holder of ULH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 264427 (value 4172657; 0.01% of shares outstanding; change -0.01)
Holder of ULH: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 126405 (value 1994670; 0.00% of shares outstanding; change 0.08)
Holder of ULS: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 2017300 (value 200721350; 0.03% of shares outstanding; change 0.00)
Holder of ULS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 964439 (value 95961680; 0.01% of shares outstanding; change 0.16)
Holder of ULS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1707522 (value 169898439; 0.02% of shares outstanding; change 0.15)
Holder of ULS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2374120 (value 236224940; 0.03% of shares outstanding; change 0.21)
Holder of ULS: -Price (T.Rowe) U.S. Mid-Cap Growth Equity Trust
Shares held as of 2026-03-31: 1023592 (value 87476171; 0.01% of shares outstanding; change 0.52)
Holder of ULS: AMCAP FUND
Shares held as of 2026-03-31: 2307510 (value 197199802; 0.03% of shares outstanding; change 0.00)
Holder of ULS: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1411452 (value 120622686; 0.02% of shares outstanding; change 0.00)
Holder of ULS: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3829687 (value 334216771; 0.05% of shares outstanding; change 0.00)
Holder of ULS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2186427 (value 186852049; 0.03% of shares outstanding; change -0.09)
Holder of ULS: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2867949 (value 245094918; 0.04% of shares outstanding; change 0.42)
Holder of ULS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 998399 (value 85323177; 0.01% of shares outstanding; change 0.04)
Holder of ULS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1782137 (value 152301426; 0.02% of shares outstanding; change 0.04)
Holder of ULS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2454512 (value 209762593; 0.03% of shares outstanding; change 0.03)
Holder of ULS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 864554 (value 86023123; 0.01% of shares outstanding; change 0.01)
Holder of ULS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2609590 (value 238359941; 0.03% of shares outstanding; change 0.02)
Holder of ULS: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1411452 (value 126621357; 0.02% of shares outstanding; change 0.00)
Holder of ULS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2620916 (value 223983478; 0.03% of shares outstanding; change 0.00)
Holder of ULS: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3829687 (value 327285047; 0.05% of shares outstanding; change 0.00)
Holder of ULTA: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 462200 (value 235190472; 0.01% of shares outstanding; change 0.00)
Holder of ULTA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1130768 (value 575391303; 0.03% of shares outstanding; change 0.02)
Holder of ULTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1407038 (value 715971294; 0.03% of shares outstanding; change 0.00)
Holder of ULTA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 566537 (value 288282355; 0.01% of shares outstanding; change -0.01)
Holder of ULTA: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 461800 (value 219521241; 0.01% of shares outstanding; change 0.00)
Holder of ULTA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1127080 (value 535768732; 0.03% of shares outstanding; change 0.00)
Holder of ULTA: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 337422 (value 154988042; 0.01% of shares outstanding; change -0.10)
Holder of ULTA: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 958052 (value 455419584; 0.02% of shares outstanding; change -0.02)
Holder of ULTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1408790 (value 669682393; 0.03% of shares outstanding; change 0.00)
Holder of ULTA: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 410387 (value 195081558; 0.01% of shares outstanding; change -0.01)
Holder of ULTA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 568495 (value 261126800; 0.01% of shares outstanding; change 0.00)
Holder of ULTA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 527776 (value 244254726; 0.01% of shares outstanding; change 0.03)
Holder of ULTA: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 407570 (value 193742469; 0.01% of shares outstanding; change 1.46)
Holder of ULTA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 573833 (value 263578704; 0.01% of shares outstanding; change 0.01)
Holder of ULTA: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-04-30: 464997 (value 213587065; 0.01% of shares outstanding; change 0.00)
Holder of ULTA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 567702 (value 269862814; 0.01% of shares outstanding; change 0.00)
Holder of ULTA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 533002 (value 250084544; 0.01% of shares outstanding; change 0.01)
Holder of ULTA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 584545 (value 277869302; 0.01% of shares outstanding; change 0.02)
Holder of ULTA: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-05-31: 449767 (value 213801234; 0.01% of shares outstanding; change -0.03)
Holder of ULTA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 526353 (value 250207154; 0.01% of shares outstanding; change -0.01)
Holder of ULVR.L: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 23218976 (value 95952418320; 0.01% of shares outstanding; change -0.04)
Holder of ULVR.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 20263929 (value 83740686592; 0.01% of shares outstanding; change 0.02)
Holder of ULVR.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 11461692 (value 51044645322; 0.01% of shares outstanding; change 0.00)
Holder of ULVR.L: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 8526871 (value 37974419998; 0.00% of shares outstanding; change 0.08)
Holder of ULVR.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 7830446 (value 32359318095; 0.00% of shares outstanding; change 0.00)
Holder of ULVR.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 31361181 (value 139667019583; 0.01% of shares outstanding; change 0.01)
Holder of ULVR.L: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 9595620 (value 43904759310; 0.00% of shares outstanding; change 0.08)
Holder of ULVR.L: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 23218976 (value 106238424688; 0.01% of shares outstanding; change 0.00)
Holder of ULVR.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 8022804 (value 33154237530; 0.00% of shares outstanding; change 0.01)
Holder of ULVR.L: Income Fund of America
Shares held as of 2026-03-31: 9000000 (value 40081500000; 0.00% of shares outstanding; change 0.13)
Holder of ULVR.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 8503721 (value 37871321473; 0.00% of shares outstanding; change 0.09)
Holder of ULVR.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 20752765 (value 94954276257; 0.01% of shares outstanding; change 0.02)
Holder of ULVR.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 8119137 (value 36158576629; 0.00% of shares outstanding; change 0.01)
Holder of ULVR.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 11461692 (value 52442971746; 0.01% of shares outstanding; change 0.00)
Holder of ULVR.L: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 10142161 (value 46405457655; 0.00% of shares outstanding; change 0.19)
Holder of ULVR.L: Income Fund of America
Shares held as of 2026-04-30: 9000000 (value 41179500000; 0.00% of shares outstanding; change 0.00)
Holder of ULVR.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 8703482 (value 39822781891; 0.00% of shares outstanding; change 0.02)
Holder of ULVR.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 31381443 (value 143585792446; 0.01% of shares outstanding; change 0.00)
Holder of ULVR.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 15553342 (value 69266808597; 0.01% of shares outstanding; change 0.01)
Holder of ULVR.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 8203776 (value 37536377088; 0.00% of shares outstanding; change 0.01)
Holder of ULVR.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 15903995 (value 72768729122; 0.01% of shares outstanding; change 0.02)
Holder of UMAC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 367535 (value 11680262; 0.01% of shares outstanding; change 0.23)
Holder of UMAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 984780 (value 31296309; 0.02% of shares outstanding; change 0.53)
Holder of UMAC: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1237093 (value 23950121; 0.03% of shares outstanding; change 1.00)
Holder of UMAC: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-02-28: 305411 (value 5170608; 0.01% of shares outstanding; change -0.23)
Holder of UMAC: -Defiance Drone and Modern Warfare ETF
Shares held as of 2026-03-31: 469813 (value 9095579; 0.01% of shares outstanding; change 1.00)
Holder of UMAC: -REX Drone ETF
Shares held as of 2026-03-31: 276155 (value 5346360; 0.01% of shares outstanding; change 2.30)
Holder of UMAC: Fidelity Mt. Vernon Street Trust-Fidelity Growth Strategies Fund
Shares held as of 2026-03-31: 464700 (value 14768166; 0.01% of shares outstanding; change 0.00)
Holder of UMAC: Fidelity Trend Fund
Shares held as of 2026-03-31: 517400 (value 16442972; 0.01% of shares outstanding; change 0.00)
Holder of UMAC: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 400000 (value 7744000; 0.01% of shares outstanding; change 1.00)
Holder of UMAC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 376571 (value 7290414; 0.01% of shares outstanding; change 0.02)
Holder of UMAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1363580 (value 26398909; 0.03% of shares outstanding; change 0.38)
Holder of UMAC: -iShares Defense Industrials Active ETF
Shares held as of 2026-04-30: 722202 (value 18040605; 0.02% of shares outstanding; change 0.06)
Holder of UMAC: Fidelity Mt. Vernon Street Trust-Fidelity Growth Strategies Fund
Shares held as of 2026-04-30: 464700 (value 9995697; 0.01% of shares outstanding; change 0.00)
Holder of UMAC: Fidelity Trend Fund
Shares held as of 2026-04-30: 424000 (value 9120240; 0.01% of shares outstanding; change -0.18)
Holder of UMAC: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 274502 (value 5314358; 0.01% of shares outstanding; change 0.94)
Holder of UMAC: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 808233 (value 20892823; 0.02% of shares outstanding; change 0.00)
Holder of UMAC: -iShares Defense Industrials Active ETF
Shares held as of 2026-05-31: 370151 (value 6266656; 0.01% of shares outstanding; change -0.49)
Holder of UMAC: Fidelity Mt. Vernon Street Trust-Fidelity Growth Strategies Fund
Shares held as of 2026-05-31: 464700 (value 8996592; 0.01% of shares outstanding; change 0.00)
Holder of UMAC: Fidelity Trend Fund
Shares held as of 2026-05-31: 394600 (value 7639456; 0.01% of shares outstanding; change -0.07)
Holder of UMAC: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 796934 (value 14990328; 0.02% of shares outstanding; change -0.01)
Holder of UMAC: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 688319 (value 13325856; 0.01% of shares outstanding; change -0.14)
Holder of UMB.DE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 968033 (value 123908224; 0.01% of shares outstanding; change -0.05)
Holder of UMB.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 796334 (value 99541750; 0.01% of shares outstanding; change 0.04)
Holder of UMB.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1579906 (value 197488250; 0.02% of shares outstanding; change 0.02)
Holder of UMB.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1006114 (value 125764250; 0.01% of shares outstanding; change 0.01)
Holder of UMB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2167771 (value 270971375; 0.03% of shares outstanding; change 0.01)
Holder of UMB.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1238218 (value 154777250; 0.02% of shares outstanding; change 0.02)
Holder of UMB.DE: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 722702 (value 90337750; 0.01% of shares outstanding; change -0.11)
Holder of UMB.DE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 784359 (value 100397952; 0.01% of shares outstanding; change 0.01)
Holder of UMB.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2422305 (value 302788125; 0.03% of shares outstanding; change 0.00)
Holder of UMB.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1735636 (value 216954500; 0.02% of shares outstanding; change 0.01)
Holder of UMB.DE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 773414 (value 96676750; 0.01% of shares outstanding; change -0.01)
Holder of UMB.DE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 895600 (value 111950000; 0.01% of shares outstanding; change -0.07)
Holder of UMBF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 768837 (value 100917540; 0.01% of shares outstanding; change 0.01)
Holder of UMBF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1551518 (value 203652244; 0.02% of shares outstanding; change -0.04)
Holder of UMBF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1000179 (value 131283490; 0.01% of shares outstanding; change -0.04)
Holder of UMBF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2152056 (value 282478858; 0.03% of shares outstanding; change 0.00)
Holder of UMBF: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1218472 (value 169952469; 0.02% of shares outstanding; change -0.02)
Holder of UMBF: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 852102 (value 112324091; 0.01% of shares outstanding; change -0.11)
Holder of UMBF: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 968033 (value 141323142; 0.01% of shares outstanding; change -0.05)
Holder of UMBF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 796334 (value 112442358; 0.01% of shares outstanding; change 0.04)
Holder of UMBF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1579906 (value 223082722; 0.02% of shares outstanding; change 0.02)
Holder of UMBF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1006114 (value 142063293; 0.01% of shares outstanding; change 0.01)
Holder of UMBF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2167771 (value 306089258; 0.03% of shares outstanding; change 0.01)
Holder of UMBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1779804 (value 233617063; 0.02% of shares outstanding; change 0.00)
Holder of UMBF: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 810102 (value 117132645; 0.01% of shares outstanding; change -0.05)
Holder of UMBF: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 776435 (value 102349667; 0.01% of shares outstanding; change 0.01)
Holder of UMBF: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1238218 (value 174836377; 0.02% of shares outstanding; change 0.02)
Holder of UMBF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2410537 (value 320746047; 0.03% of shares outstanding; change 0.02)
Holder of UMBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1710115 (value 238526832; 0.02% of shares outstanding; change -0.04)
Holder of UMBF: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 722702 (value 102045520; 0.01% of shares outstanding; change -0.11)
Holder of UMBF: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 784359 (value 114508574; 0.01% of shares outstanding; change 0.01)
Holder of UMBF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2422305 (value 342029458; 0.03% of shares outstanding; change 0.00)
Holder of UMBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1735636 (value 245071797; 0.02% of shares outstanding; change 0.01)
Holder of UMBF: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 773414 (value 109206054; 0.01% of shares outstanding; change -0.01)
Holder of UMBF: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 895600 (value 126458717; 0.01% of shares outstanding; change -0.07)
Holder of UMBFO: Flaherty & Crumrine Preferred & Income Securities Fund Inc
Shares held as of 2026-02-28: 204100 (value 5390280; 0.00% of shares outstanding; change 0.00)
Holder of UMBFO: Principal Fd.s, Inc-Spectrum Preferred and Capital Securities Income F
Shares held as of 2026-02-28: 447600 (value 11821115; 0.00% of shares outstanding; change -0.01)
Holder of UMBFO: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-03-31: 264225 (value 6954401; 0.00% of shares outstanding; change 0.00)
Holder of UMBFO: John Hancock Premium Dividend Fund
Shares held as of 2026-03-31: 155975 (value 4105261; 0.00% of shares outstanding; change -0.09)
Holder of UMBFO: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 195400 (value 5142927; 0.00% of shares outstanding; change -0.09)
Holder of UMBFO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 209187 (value 5505801; 0.00% of shares outstanding; change -0.02)
Holder of UMBFO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 182005 (value 4790371; 0.00% of shares outstanding; change 0.02)
Holder of UMBFO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 440286 (value 11588327; 0.00% of shares outstanding; change 0.01)
Holder of UMBFO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 167292 (value 4403125; 0.00% of shares outstanding; change -0.01)
Holder of UMBFO: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-04-30: 264225 (value 7013852; 0.00% of shares outstanding; change 0.00)
Holder of UMBFO: John Hancock Premium Dividend Fund
Shares held as of 2026-04-30: 136225 (value 3616092; 0.00% of shares outstanding; change -0.13)
Holder of UMBFO: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-04-30: 170375 (value 4522604; 0.00% of shares outstanding; change -0.13)
Holder of UMBFO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 824956 (value 21898457; 0.00% of shares outstanding; change -0.03)
Holder of UMBFO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 212246 (value 5596927; 0.00% of shares outstanding; change 0.01)
Holder of UMBFO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-05-31: 185274 (value 4885675; 0.00% of shares outstanding; change 0.02)
Holder of UMBFO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 434994 (value 11470792; 0.00% of shares outstanding; change -0.01)
Holder of UMBFO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-05-31: 165324 (value 4359594; 0.00% of shares outstanding; change -0.01)
Holder of UMBFO: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-05-31: 264225 (value 6978182; 0.00% of shares outstanding; change 0.00)
Holder of UMBFO: John Hancock Premium Dividend Fund
Shares held as of 2026-05-31: 136225 (value 3597702; 0.00% of shares outstanding; change 0.00)
Holder of UMBFO: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-05-31: 170375 (value 4499603; 0.00% of shares outstanding; change 0.00)
Holder of UMBFO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 817516 (value 21590597; 0.00% of shares outstanding; change -0.01)
Holder of UMBFO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 213633 (value 5642047; 0.00% of shares outstanding; change 0.01)
Holder of UMBFO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-06-30: 171530 (value 4530107; 0.00% of shares outstanding; change -0.07)
Holder of UMBFO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 445263 (value 11759395; 0.00% of shares outstanding; change 0.02)
Holder of UMBFO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-06-30: 162826 (value 4300234; 0.00% of shares outstanding; change -0.02)
Holder of UMC: EA Series Trust-Freedom 100 Emerging Markets ETF
Shares held as of 2025-12-31: 1472694 (value 29453880; 0.00% of shares outstanding; change 0.12)
Holder of UMC: -YieldMax Semiconductor Portfolio Option Income ETF
Shares held as of 2026-01-31: 817515 (value 21418893; 0.00% of shares outstanding; change 1.00)
Holder of UMC: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 778666 (value 20401049; 0.00% of shares outstanding; change 0.37)
Holder of UMC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 6197202 (value 162366697; 0.00% of shares outstanding; change -0.02)
Holder of UMC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 2152554 (value 56396916; 0.00% of shares outstanding; change 0.00)
Holder of UMC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 860072 (value 22533887; 0.00% of shares outstanding; change -0.04)
Holder of UMC: VANGUARD WHITEHALL FUNDS-Vanguard Global Minimum Volatility Fund
Shares held as of 2026-01-31: 2763082 (value 72392750; 0.00% of shares outstanding; change -0.34)
Holder of UMC: EA Series Trust-Freedom 100 Emerging Markets ETF
Shares held as of 2026-03-31: 1807564 (value 35211345; 0.00% of shares outstanding; change 0.23)
Holder of UMC: -YieldMax Semiconductor Portfolio Option Income ETF
Shares held as of 2026-04-30: 1460974 (value 28459772; 0.00% of shares outstanding; change 0.79)
Holder of UMC: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-04-30: 4330729 (value 86614580; 0.00% of shares outstanding; change -0.21)
Holder of UMC: HARBOR FUNDS-Harbor International Core Fund
Shares held as of 2026-04-30: 811538 (value 15808759; 0.00% of shares outstanding; change 0.23)
Holder of UMC: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 4463005 (value 107469160; 0.00% of shares outstanding; change 0.00)
Holder of UMC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 5945714 (value 115822505; 0.00% of shares outstanding; change -0.04)
Holder of UMC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 2152554 (value 41931750; 0.00% of shares outstanding; change 0.00)
Holder of UMC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 860072 (value 16754202; 0.00% of shares outstanding; change 0.00)
Holder of UMC: VANGUARD WHITEHALL FUNDS-Vanguard Global Minimum Volatility Fund
Shares held as of 2026-04-30: 2675138 (value 52111687; 0.00% of shares outstanding; change -0.03)
Holder of UMC: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 13432079 (value 351920480; 0.01% of shares outstanding; change 0.03)
Holder of UMC: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-05-31: 6372917 (value 166970430; 0.00% of shares outstanding; change 0.47)
Holder of UMC: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 4463005 (value 94838856; 0.00% of shares outstanding; change 0.00)
Holder of UMC: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 13608539 (value 265094333; 0.01% of shares outstanding; change 0.01)
Holder of UMC: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-06-30: 8420441 (value 164030186; 0.00% of shares outstanding; change 0.32)
Holder of UMC: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 4268708 (value 83154429; 0.00% of shares outstanding; change -0.04)
Holder of UMG.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8905315 (value 161898629; 0.00% of shares outstanding; change 0.02)
Holder of UMG.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13783041 (value 253056641; 0.01% of shares outstanding; change 0.01)
Holder of UMG.AS: BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund
Shares held as of 2026-02-28: 3616800 (value 68393687; 0.00% of shares outstanding; change -0.05)
Holder of UMG.AS: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 19673198 (value 372020171; 0.01% of shares outstanding; change 0.28)
Holder of UMG.AS: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 6781379 (value 128235875; 0.00% of shares outstanding; change 1.00)
Holder of UMG.AS: SEQUOIA FUND INC
Shares held as of 2026-03-31: 10387711 (value 196431613; 0.01% of shares outstanding; change 0.20)
Holder of UMG.AS: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 7976318 (value 150832172; 0.00% of shares outstanding; change 0.13)
Holder of UMG.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9108554 (value 172242754; 0.01% of shares outstanding; change 0.02)
Holder of UMG.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 4096569 (value 75213009; 0.00% of shares outstanding; change 0.01)
Holder of UMG.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 7867984 (value 148783576; 0.00% of shares outstanding; change 1.00)
Holder of UMG.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13765758 (value 260310481; 0.01% of shares outstanding; change 0.00)
Holder of UMG.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7869115 (value 144476956; 0.00% of shares outstanding; change 0.01)
Holder of UMG.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3842903 (value 70555701; 0.00% of shares outstanding; change 0.01)
Holder of UMG.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 4140167 (value 78290557; 0.00% of shares outstanding; change 0.01)
Holder of UMG.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7559844 (value 142956648; 0.00% of shares outstanding; change -0.04)
Holder of UMH: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1353478 (value 20464587; 0.02% of shares outstanding; change -0.12)
Holder of UMH: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2103645 (value 31807112; 0.02% of shares outstanding; change -0.09)
Holder of UMH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 869091 (value 13053747; 0.01% of shares outstanding; change 0.00)
Holder of UMH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2399782 (value 36044726; 0.03% of shares outstanding; change 0.02)
Holder of UMH: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 3009468 (value 45593439; 0.04% of shares outstanding; change 0.02)
Holder of UMH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 800652 (value 12129877; 0.01% of shares outstanding; change 0.02)
Holder of UMH: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 1336323 (value 20245292; 0.02% of shares outstanding; change 0.06)
Holder of UMH: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1397430 (value 21716062; 0.02% of shares outstanding; change 0.03)
Holder of UMH: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2607487 (value 40520347; 0.03% of shares outstanding; change 0.00)
Holder of UMH: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2162169 (value 33600106; 0.03% of shares outstanding; change 0.03)
Holder of UMH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 900989 (value 14001369; 0.01% of shares outstanding; change 0.04)
Holder of UMH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2399782 (value 37292612; 0.03% of shares outstanding; change 0.00)
Holder of UMH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1968819 (value 29571662; 0.02% of shares outstanding; change 0.01)
Holder of UMH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 809510 (value 12579785; 0.01% of shares outstanding; change 0.01)
Holder of UMH: PERMANENT PORTFOLIO FAMILY OF FUNDS-Permanent Portfolio
Shares held as of 2026-04-30: 700000 (value 10877999; 0.01% of shares outstanding; change 0.08)
Holder of UMH: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 3006409 (value 46719595; 0.04% of shares outstanding; change 0.00)
Holder of UMH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1891866 (value 28661769; 0.02% of shares outstanding; change -0.04)
Holder of UMH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 657940 (value 9967790; 0.01% of shares outstanding; change 0.00)
Holder of UMH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1909833 (value 29678804; 0.02% of shares outstanding; change 0.01)
Holder of UMH: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-06-30: 1016249 (value 15792509; 0.01% of shares outstanding; change 0.00)
Holder of UMI.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1955669 (value 45097726; 0.01% of shares outstanding; change 0.12)
Holder of UMI.BR: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 694254 (value 15634600; 0.00% of shares outstanding; change 0.00)
Holder of UMI.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 759029 (value 17093333; 0.00% of shares outstanding; change 0.12)
Holder of UMI.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3028328 (value 68197947; 0.01% of shares outstanding; change 0.12)
Holder of UMI.BR: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 1011180 (value 20284270; 0.00% of shares outstanding; change -0.05)
Holder of UMI.BR: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1278123 (value 25639146; 0.01% of shares outstanding; change 0.00)
Holder of UMI.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2202976 (value 44191697; 0.01% of shares outstanding; change 0.13)
Holder of UMI.BR: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 1365436 (value 27390645; 0.01% of shares outstanding; change 0.23)
Holder of UMI.BR: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 2487027 (value 57350841; 0.01% of shares outstanding; change 0.00)
Holder of UMI.BR: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 1244492 (value 24964508; 0.01% of shares outstanding; change 1.00)
Holder of UMI.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 844995 (value 16950599; 0.00% of shares outstanding; change 0.11)
Holder of UMI.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3318101 (value 66561104; 0.01% of shares outstanding; change 0.10)
Holder of UMI.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1399987 (value 31527707; 0.01% of shares outstanding; change 0.01)
Holder of UMI.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 778902 (value 17540873; 0.00% of shares outstanding; change 0.00)
Holder of UMI.BR: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 2487027 (value 56007849; 0.01% of shares outstanding; change 0.00)
Holder of UMI.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1619764 (value 32492464; 0.01% of shares outstanding; change 0.16)
Holder of UMI.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 916949 (value 18393996; 0.00% of shares outstanding; change 0.18)
Holder of UMI.BR: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 2348190 (value 47104690; 0.01% of shares outstanding; change -0.06)
Holder of UN0.DE: American Century ETF Trust-Avantis International Equity Fund
Shares held as of 2026-03-31: 92 (value 3887; 0.00% of shares outstanding; change 0.00)
Holder of UNA.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 20263929 (value 982395268; 0.01% of shares outstanding; change 0.02)
Holder of UNA.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 11461692 (value 594632593; 0.01% of shares outstanding; change 0.00)
Holder of UNA.AS: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 8526871 (value 442374076; 0.00% of shares outstanding; change 0.08)
Holder of UNA.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 31361181 (value 1627018103; 0.01% of shares outstanding; change 0.01)
Holder of UNA.AS: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 9595620 (value 518259420; 0.00% of shares outstanding; change 0.08)
Holder of UNA.AS: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 23218976 (value 1254056854; 0.01% of shares outstanding; change 0.00)
Holder of UNA.AS: Income Fund of America
Shares held as of 2026-03-31: 9000000 (value 466920009; 0.00% of shares outstanding; change 0.13)
Holder of UNA.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 8503721 (value 441173054; 0.00% of shares outstanding; change 0.09)
Holder of UNA.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 20752765 (value 1120856802; 0.01% of shares outstanding; change 0.02)
Holder of UNA.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 8119137 (value 421220836; 0.00% of shares outstanding; change 0.01)
Holder of UNA.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 11461692 (value 619045965; 0.01% of shares outstanding; change 0.00)
Holder of UNA.AS: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 10142161 (value 547778098; 0.00% of shares outstanding; change 0.19)
Holder of UNA.AS: Income Fund of America
Shares held as of 2026-04-30: 9000000 (value 486089984; 0.00% of shares outstanding; change 0.00)
Holder of UNA.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 8703482 (value 470075048; 0.00% of shares outstanding; change 0.02)
Holder of UNA.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 31381443 (value 1694911683; 0.01% of shares outstanding; change 0.00)
Holder of UNA.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 15553342 (value 806907399; 0.01% of shares outstanding; change 0.01)
Holder of UNA.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 8203776 (value 443085927; 0.00% of shares outstanding; change 0.01)
Holder of UNA.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 15903995 (value 858974743; 0.01% of shares outstanding; change 0.02)
Holder of UNB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 39335 (value 908638; 0.01% of shares outstanding; change 0.00)
Holder of UNB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 107198 (value 2476273; 0.02% of shares outstanding; change 0.09)
Holder of UNB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 15310 (value 378769; 0.00% of shares outstanding; change 0.00)
Holder of UNB: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 9085 (value 224762; 0.00% of shares outstanding; change 0.00)
Holder of UNB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 36369 (value 899769; 0.01% of shares outstanding; change 0.00)
Holder of UNB: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 18022 (value 446945; 0.00% of shares outstanding; change 0.00)
Holder of UNB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 20017 (value 468197; 0.00% of shares outstanding; change -0.04)
Holder of UNB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 39335 (value 975507; 0.01% of shares outstanding; change 0.00)
Holder of UNB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 107198 (value 2658510; 0.02% of shares outstanding; change 0.00)
Holder of UNB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 9339 (value 218439; 0.00% of shares outstanding; change -0.08)
Holder of UNB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 59308 (value 1370014; 0.01% of shares outstanding; change 0.01)
Holder of UNB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 15310 (value 379687; 0.00% of shares outstanding; change 0.00)
Holder of UNB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 19944 (value 493414; 0.00% of shares outstanding; change 0.00)
Holder of UNB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 36745 (value 911275; 0.01% of shares outstanding; change 0.01)
Holder of UNB: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 9085 (value 225307; 0.00% of shares outstanding; change 0.00)
Holder of UNB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 9400 (value 232555; 0.00% of shares outstanding; change 0.01)
Holder of UNB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 57038 (value 1411120; 0.01% of shares outstanding; change -0.04)
Holder of UNB: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 29364 (value 726465; 0.01% of shares outstanding; change 0.00)
Holder of UNB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 19944 (value 494611; 0.00% of shares outstanding; change 0.00)
Holder of UNB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 9278 (value 230094; 0.00% of shares outstanding; change -0.01)
Holder of UNB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 57568 (value 1427686; 0.01% of shares outstanding; change 0.01)
Holder of UNB: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 29060 (value 720687; 0.01% of shares outstanding; change -0.01)
Holder of UNC.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1129271 (value 287964105; 0.01% of shares outstanding; change 0.02)
Holder of UNC.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 3023965 (value 771111075; 0.02% of shares outstanding; change 0.02)
Holder of UNC.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1750878 (value 446473890; 0.01% of shares outstanding; change 0.01)
Holder of UNC.DE: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 661853 (value 162749648; 0.00% of shares outstanding; change -0.28)
Holder of UNC.DE: Fidelity Contrafund
Shares held as of 2026-03-31: 1061852 (value 270772260; 0.01% of shares outstanding; change 0.59)
Holder of UNC.DE: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-03-31: 1080500 (value 275527500; 0.01% of shares outstanding; change 0.00)
Holder of UNC.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 772789 (value 197061195; 0.00% of shares outstanding; change 0.00)
Holder of UNC.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1110400 (value 283152000; 0.01% of shares outstanding; change 47.28)
Holder of UNC.DE: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-03-31: 661300 (value 168631500; 0.00% of shares outstanding; change 0.05)
Holder of UNC.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1156704 (value 284433506; 0.01% of shares outstanding; change 0.02)
Holder of UNC.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2355442 (value 579203173; 0.01% of shares outstanding; change -0.22)
Holder of UNC.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1749337 (value 430161957; 0.01% of shares outstanding; change 0.00)
Holder of UNC.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 901963 (value 230000565; 0.00% of shares outstanding; change 0.01)
Holder of UNC.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 1289352 (value 317051648; 0.01% of shares outstanding; change 0.06)
Holder of UNC.DE: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-05-31: 1124500 (value 276514543; 0.01% of shares outstanding; change 0.01)
Holder of UNC.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 831809 (value 204541828; 0.00% of shares outstanding; change 0.00)
Holder of UNC.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1087500 (value 267416243; 0.01% of shares outstanding; change -0.02)
Holder of UNC.DE: Fidelity Securities Fund-Fidelity Growth & Income Portfolio
Shares held as of 2026-05-31: 671800 (value 165195615; 0.00% of shares outstanding; change 0.01)
Holder of UNC.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 905911 (value 222763509; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 192918 (value 1423734; 0.01% of shares outstanding; change 0.82)
Holder of UNCY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 468054 (value 3454238; 0.02% of shares outstanding; change 0.00)
Holder of UNCY: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 7337 (value 54147; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 11337 (value 83667; 0.00% of shares outstanding; change 1.00)
Holder of UNCY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 3535 (value 28350; 0.00% of shares outstanding; change 1.00)
Holder of UNCY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 6103 (value 48946; 0.00% of shares outstanding; change 1.00)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 99954 (value 665693; 0.00% of shares outstanding; change 0.15)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16276 (value 108398; 0.00% of shares outstanding; change 1.40)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 24577 (value 163682; 0.00% of shares outstanding; change 0.10)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 26975 (value 179653; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 181740 (value 981396; 0.01% of shares outstanding; change -0.06)
Holder of UNCY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 611016 (value 3299486; 0.02% of shares outstanding; change 0.31)