speb/financial-data huggingface dataset:
Holder of SEGG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 15350 (value 9662; 0.00% of shares outstanding; change 0.00)
Holder of SEGG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1872 (value 1178; 0.00% of shares outstanding; change 0.00)
Holder of SEI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 494635 (value 34396918; 0.01% of shares outstanding; change 0.10)
Holder of SEI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1464706 (value 101855656; 0.03% of shares outstanding; change 0.08)
Holder of SEI: Virtus Asset Trust-Virtus Ceredex Mid-Cap Value Equity Fund
Shares held as of 2025-12-31: 390000 (value 27120600; 0.01% of shares outstanding; change -0.08)
Holder of SEI: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 608500 (value 50432478; 0.01% of shares outstanding; change -0.05)
Holder of SEI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 414441 (value 34348868; 0.01% of shares outstanding; change 0.01)
Holder of SEI: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-02-28: 387344 (value 23349095; 0.01% of shares outstanding; change -0.04)
Holder of SEI: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2026-03-31: 471400 (value 25469741; 0.01% of shares outstanding; change 0.28)
Holder of SEI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 512223 (value 27675408; 0.01% of shares outstanding; change 0.04)
Holder of SEI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1479485 (value 79936572; 0.03% of shares outstanding; change 0.01)
Holder of SEI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1130501 (value 78615040; 0.02% of shares outstanding; change 0.10)
Holder of SEI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 458042 (value 24748008; 0.01% of shares outstanding; change 0.11)
Holder of SEI: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 464000 (value 25069919; 0.01% of shares outstanding; change -0.24)
Holder of SEI: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Equipment & Services E
Shares held as of 2026-04-30: 370380 (value 25700667; 0.01% of shares outstanding; change 0.16)
Holder of SEI: Ultimus Managers Trust-Westwood Salient MLP & Energy
Shares held as of 2026-04-30: 354192 (value 19136993; 0.01% of shares outstanding; change 0.07)
Holder of SEI: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 1234310 (value 85648770; 0.02% of shares outstanding; change -0.01)
Holder of SEI: Vanguard Explorer Fund
Shares held as of 2026-04-30: 391000 (value 21125729; 0.01% of shares outstanding; change 1.00)
Holder of SEI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1089601 (value 90306127; 0.02% of shares outstanding; change -0.04)
Holder of SEI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 380859 (value 31565592; 0.01% of shares outstanding; change 0.01)
Holder of SEI: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Equipment & Services E
Shares held as of 2026-05-31: 399430 (value 28587204; 0.01% of shares outstanding; change 0.08)
Holder of SEI: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 1202601 (value 86070153; 0.02% of shares outstanding; change -0.03)
Holder of SEI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1107888 (value 59859187; 0.02% of shares outstanding; change 0.02)
Holder of SEI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 378812 (value 20467211; 0.01% of shares outstanding; change -0.01)
Holder of SEI: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 1286378 (value 69503001; 0.02% of shares outstanding; change 0.07)
Holder of SEI.L: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-01-31: 1942991 (value 40802811; 0.00% of shares outstanding; change 0.00)
Holder of SEI.L: Fidelity Central Investment PORT.s LLC-Fidelity Intl Eqy. Central Fd.
Shares held as of 2026-03-31: 3958000 (value 80149500; 0.01% of shares outstanding; change 1.00)
Holder of SEI.L: Fidelity Select Portfolios-Fidelity Natural Resources Fund
Shares held as of 2026-03-31: 2642000 (value 59445000; 0.01% of shares outstanding; change 1.00)
Holder of SEI.L: Fidelity Capital Trust-Fidelity Stock Selector Fund
Shares held as of 2026-04-30: 395590 (value 8307390; 0.00% of shares outstanding; change 1.00)
Holder of SEI.L: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-04-30: 1385500 (value 29095500; 0.00% of shares outstanding; change 1.00)
Holder of SEI.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 125500 (value 2635500; 0.00% of shares outstanding; change 1.00)
Holder of SEI.L: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1394000 (value 29274000; 0.00% of shares outstanding; change 1.00)
Holder of SEI.L: Fidelity Select Portfolios-Fidelity Natural Resources Fund
Shares held as of 2026-04-30: 9022000 (value 189462000; 0.02% of shares outstanding; change 2.41)
Holder of SEI.L: Fidelity Summer Street Trust-Fidelity SAI Sustainable Sector Fund
Shares held as of 2026-04-30: 206288 (value 4332048; 0.00% of shares outstanding; change 1.00)
Holder of SEI.L: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-04-30: 1942991 (value 39345567; 0.00% of shares outstanding; change 0.00)
Holder of SEI.L: Variable Insurance Products Fund III-Balanced Portfolio
Shares held as of 2026-04-30: 230500 (value 4840500; 0.00% of shares outstanding; change 1.00)
Holder of SEI.L: Variable Insurance Products Fund-VIP Stock Selector Portfolio
Shares held as of 2026-04-30: 201500 (value 4231500; 0.00% of shares outstanding; change 1.00)
Holder of SEI.L: Fidelity Capital Trust-Fidelity Stock Selector Fund
Shares held as of 2026-05-31: 314875 (value 6376218; 0.00% of shares outstanding; change -0.20)
Holder of SEI.L: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-05-31: 1385500 (value 28056375; 0.00% of shares outstanding; change 0.00)
Holder of SEI.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 96500 (value 1954125; 0.00% of shares outstanding; change -0.23)
Holder of SEI.L: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1394000 (value 28228500; 0.00% of shares outstanding; change 0.00)
Holder of SEI.L: Fidelity Select Portfolios-Fidelity Natural Resources Fund
Shares held as of 2026-05-31: 10867500 (value 220066875; 0.02% of shares outstanding; change 0.20)
Holder of SEI.L: Fidelity Summer Street Trust-Fidelity SAI Sustainable Sector Fund
Shares held as of 2026-05-31: 206288 (value 4177332; 0.00% of shares outstanding; change 0.00)
Holder of SEI.L: Variable Insurance Products Fund III-Balanced Portfolio
Shares held as of 2026-05-31: 180000 (value 3645000; 0.00% of shares outstanding; change -0.22)
Holder of SEI.L: Variable Insurance Products Fund-VIP Stock Selector Portfolio
Shares held as of 2026-05-31: 158000 (value 3199500; 0.00% of shares outstanding; change -0.22)
Holder of SEI.V: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-01-31: 1942991 (value 723764; 0.00% of shares outstanding; change 0.00)
Holder of SEI.V: Fidelity Central Investment PORT.s LLC-Fidelity Intl Eqy. Central Fd.
Shares held as of 2026-03-31: 3958000 (value 1504039; 0.01% of shares outstanding; change 1.00)
Holder of SEI.V: Fidelity Select Portfolios-Fidelity Natural Resources Fund
Shares held as of 2026-03-31: 2642000 (value 1122850; 0.01% of shares outstanding; change 1.00)
Holder of SEI.V: Fidelity Capital Trust-Fidelity Stock Selector Fund
Shares held as of 2026-04-30: 395590 (value 147357; 0.00% of shares outstanding; change 1.00)
Holder of SEI.V: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-04-30: 1385500 (value 516098; 0.00% of shares outstanding; change 1.00)
Holder of SEI.V: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 125500 (value 46748; 0.00% of shares outstanding; change 1.00)
Holder of SEI.V: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1394000 (value 519265; 0.00% of shares outstanding; change 1.00)
Holder of SEI.V: Fidelity Select Portfolios-Fidelity Natural Resources Fund
Shares held as of 2026-04-30: 9022000 (value 3360695; 0.02% of shares outstanding; change 2.41)
Holder of SEI.V: Fidelity Summer Street Trust-Fidelity SAI Sustainable Sector Fund
Shares held as of 2026-04-30: 206288 (value 76842; 0.00% of shares outstanding; change 1.00)
Holder of SEI.V: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-04-30: 1942991 (value 738336; 0.00% of shares outstanding; change 0.00)
Holder of SEI.V: Variable Insurance Products Fund III-Balanced Portfolio
Shares held as of 2026-04-30: 230500 (value 85861; 0.00% of shares outstanding; change 1.00)
Holder of SEI.V: Variable Insurance Products Fund-VIP Stock Selector Portfolio
Shares held as of 2026-04-30: 201500 (value 75058; 0.00% of shares outstanding; change 1.00)
Holder of SEI.V: Fidelity Capital Trust-Fidelity Stock Selector Fund
Shares held as of 2026-05-31: 314875 (value 119652; 0.00% of shares outstanding; change -0.20)
Holder of SEI.V: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-05-31: 1385500 (value 526489; 0.00% of shares outstanding; change 0.00)
Holder of SEI.V: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 96500 (value 36669; 0.00% of shares outstanding; change -0.23)
Holder of SEI.V: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1394000 (value 529719; 0.00% of shares outstanding; change 0.00)
Holder of SEI.V: Fidelity Select Portfolios-Fidelity Natural Resources Fund
Shares held as of 2026-05-31: 10867500 (value 4129649; 0.02% of shares outstanding; change 0.20)
Holder of SEI.V: Fidelity Summer Street Trust-Fidelity SAI Sustainable Sector Fund
Shares held as of 2026-05-31: 206288 (value 78389; 0.00% of shares outstanding; change 0.00)
Holder of SEI.V: Variable Insurance Products Fund III-Balanced Portfolio
Shares held as of 2026-05-31: 180000 (value 68399; 0.00% of shares outstanding; change -0.22)
Holder of SEI.V: Variable Insurance Products Fund-VIP Stock Selector Portfolio
Shares held as of 2026-05-31: 158000 (value 60039; 0.00% of shares outstanding; change -0.22)
Holder of SEIC: LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund
Shares held as of 2025-12-31: 2262992 (value 198871730; 0.02% of shares outstanding; change -0.03)
Holder of SEIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1001725 (value 88031590; 0.01% of shares outstanding; change 0.00)
Holder of SEIC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2500660 (value 219757993; 0.02% of shares outstanding; change -0.05)
Holder of SEIC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1612304 (value 141689271; 0.01% of shares outstanding; change -0.04)
Holder of SEIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3480676 (value 305881797; 0.03% of shares outstanding; change 0.00)
Holder of SEIC: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 3468256 (value 344120364; 0.03% of shares outstanding; change -0.04)
Holder of SEIC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 1164927 (value 104167770; 0.01% of shares outstanding; change 1.00)
Holder of SEIC: LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund
Shares held as of 2026-03-31: 2243897 (value 222639463; 0.02% of shares outstanding; change -0.01)
Holder of SEIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1036472 (value 102838753; 0.01% of shares outstanding; change 0.03)
Holder of SEIC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2537093 (value 251730370; 0.02% of shares outstanding; change 0.01)
Holder of SEIC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1615486 (value 160288522; 0.01% of shares outstanding; change 0.00)
Holder of SEIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3505642 (value 347829803; 0.03% of shares outstanding; change 0.01)
Holder of SEIC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 893208 (value 88624098; 0.01% of shares outstanding; change 1.35)
Holder of SEIC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1046577 (value 93584913; 0.01% of shares outstanding; change 0.01)
Holder of SEIC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 1541157 (value 139328296; 0.01% of shares outstanding; change 0.32)
Holder of SEIC: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 908440 (value 81232703; 0.01% of shares outstanding; change 0.04)
Holder of SEIC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3137906 (value 280654320; 0.03% of shares outstanding; change 0.02)
Holder of SEIC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1057275 (value 104934543; 0.01% of shares outstanding; change 0.01)
Holder of SEIC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2034813 (value 201894148; 0.02% of shares outstanding; change 0.32)
Holder of SEIC: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 906968 (value 86570092; 0.01% of shares outstanding; change 0.00)
Holder of SEIC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3151513 (value 312693123; 0.03% of shares outstanding; change 0.00)
Holder of SEIC: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 902879 (value 89583655; 0.01% of shares outstanding; change 0.00)
Holder of SEJ1.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 2845275 (value 837648942; 0.01% of shares outstanding; change -0.06)
Holder of SEJ1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3284975 (value 967096619; 0.01% of shares outstanding; change 0.02)
Holder of SEJ1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5087612 (value 1497792941; 0.01% of shares outstanding; change 0.01)
Holder of SEJ1.DE: ACAP Strategic Fund
Shares held as of 2026-03-31: 1350388 (value 446438281; 0.00% of shares outstanding; change 0.14)
Holder of SEJ1.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 2704881 (value 894233675; 0.01% of shares outstanding; change -0.05)
Holder of SEJ1.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 1388358 (value 457463961; 0.00% of shares outstanding; change -0.15)
Holder of SEJ1.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 3304194 (value 1088731923; 0.01% of shares outstanding; change -0.15)
Holder of SEJ1.DE: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-03-31: 1840786 (value 541927387; 0.00% of shares outstanding; change 0.03)
Holder of SEJ1.DE: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 1665005 (value 550450663; 0.00% of shares outstanding; change -0.18)
Holder of SEJ1.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2106865 (value 620261043; 0.01% of shares outstanding; change -0.02)
Holder of SEJ1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3364058 (value 1112157595; 0.01% of shares outstanding; change 0.02)
Holder of SEJ1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5088630 (value 1682301109; 0.01% of shares outstanding; change 0.00)
Holder of SEJ1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2533926 (value 745987798; 0.01% of shares outstanding; change 0.01)
Holder of SEJ1.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1337787 (value 442272390; 0.00% of shares outstanding; change 0.01)
Holder of SEJ1.DE: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 1563886 (value 517020721; 0.00% of shares outstanding; change -0.15)
Holder of SEJ1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2555186 (value 844744507; 0.01% of shares outstanding; change 0.01)
Holder of SEJ1.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 1291800 (value 427069087; 0.00% of shares outstanding; change -0.07)
Holder of SEJ1.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 1917310 (value 633862697; 0.00% of shares outstanding; change -0.09)
Holder of SEK.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3218794 (value 41844322; 0.01% of shares outstanding; change 0.02)
Holder of SEK.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 473244 (value 5939212; 0.00% of shares outstanding; change 0.00)
Holder of SEK.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 924087 (value 11597292; 0.00% of shares outstanding; change 0.04)
Holder of SEK.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 763550 (value 9582552; 0.00% of shares outstanding; change 0.03)
Holder of SEK.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5020494 (value 63007200; 0.01% of shares outstanding; change 0.01)
Holder of SEK.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 689108 (value 8882602; 0.00% of shares outstanding; change 0.01)
Holder of SEK.AX: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 689399 (value 8886353; 0.00% of shares outstanding; change 0.07)
Holder of SEK.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3319767 (value 42791797; 0.01% of shares outstanding; change 0.03)
Holder of SEK.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 932014 (value 12013660; 0.00% of shares outstanding; change 1.00)
Holder of SEK.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 939054 (value 12104406; 0.00% of shares outstanding; change 0.02)
Holder of SEK.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 795009 (value 10247666; 0.00% of shares outstanding; change 0.04)
Holder of SEK.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5014344 (value 64634895; 0.01% of shares outstanding; change 0.00)
Holder of SEK.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2579942 (value 32378272; 0.01% of shares outstanding; change 0.01)
Holder of SEK.AX: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 478045 (value 6162000; 0.00% of shares outstanding; change 0.00)
Holder of SEK.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1401869 (value 17593456; 0.00% of shares outstanding; change 0.00)
Holder of SEK.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2599982 (value 33513768; 0.01% of shares outstanding; change 0.01)
Holder of SEK.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1336333 (value 17225332; 0.00% of shares outstanding; change -0.05)
Holder of SELF: MUTUAL FUND SERIES TRUST-AlphaCentric Real Income Fund
Shares held as of 2025-12-31: 35271 (value 181998; 0.00% of shares outstanding; change 34.27)
Holder of SELF: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 19971 (value 103050; 0.00% of shares outstanding; change 0.00)
Holder of SELF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 117179 (value 604643; 0.01% of shares outstanding; change 0.00)
Holder of SELF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 312824 (value 1614171; 0.03% of shares outstanding; change 0.00)
Holder of SELF: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-01-31: 43975 (value 225371; 0.00% of shares outstanding; change 0.00)
Holder of SELF: Commonwealth Intl Series TRT-Commonwealth Real Estate Securities Fd.
Shares held as of 2026-03-31: 39000 (value 197730; 0.00% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 68482 (value 347203; 0.01% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 17996 (value 91239; 0.00% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 27580 (value 139830; 0.00% of shares outstanding; change 0.00)
Holder of SELF: MUTUAL FUND SERIES TRUST-AlphaCentric Real Income Fund
Shares held as of 2026-03-31: 35271 (value 178118; 0.00% of shares outstanding; change 0.00)
Holder of SELF: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 19971 (value 100853; 0.00% of shares outstanding; change 0.00)
Holder of SELF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 117179 (value 591753; 0.01% of shares outstanding; change 0.00)
Holder of SELF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 312824 (value 1579761; 0.03% of shares outstanding; change 0.00)
Holder of SELF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 26771 (value 135728; 0.00% of shares outstanding; change -0.01)
Holder of SELF: Commonwealth Intl Series TRT-Commonwealth Real Estate Securities Fd.
Shares held as of 2026-04-30: 39000 (value 199875; 0.00% of shares outstanding; change 0.00)
Holder of SELF: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-04-30: 43975 (value 222073; 0.00% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 68233 (value 349694; 0.01% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 17996 (value 92229; 0.00% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 27580 (value 141347; 0.00% of shares outstanding; change 0.00)
Holder of SELF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 26947 (value 138103; 0.00% of shares outstanding; change 0.01)
Holder of SELF: Commonwealth Intl Series TRT-Commonwealth Real Estate Securities Fd.
Shares held as of 2026-05-31: 39000 (value 196950; 0.00% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 68233 (value 344576; 0.01% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 17996 (value 90879; 0.00% of shares outstanding; change 0.00)
Holder of SELF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 27580 (value 139279; 0.00% of shares outstanding; change 0.00)
Holder of SELF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 26595 (value 134304; 0.00% of shares outstanding; change -0.01)
Holder of SELX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16572 (value 5634; 0.00% of shares outstanding; change 0.00)
Holder of SELX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 16572 (value 5634; 0.00% of shares outstanding; change 0.00)
Holder of SELX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 16572 (value 5634; 0.00% of shares outstanding; change 0.00)
Holder of SEM: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 5639126 (value 93045579; 0.05% of shares outstanding; change 0.09)
Holder of SEM: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1075648 (value 17791218; 0.01% of shares outstanding; change -0.02)
Holder of SEM: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 9067336 (value 149611044; 0.07% of shares outstanding; change 0.06)
Holder of SEM: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1671827 (value 27652020; 0.01% of shares outstanding; change -0.01)
Holder of SEM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1185784 (value 19565436; 0.01% of shares outstanding; change 0.00)
Holder of SEM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2391758 (value 39464007; 0.02% of shares outstanding; change -0.04)
Holder of SEM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1539916 (value 25408614; 0.01% of shares outstanding; change -0.04)
Holder of SEM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3350980 (value 55291170; 0.03% of shares outstanding; change 0.00)
Holder of SEM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1054230 (value 17447505; 0.01% of shares outstanding; change 0.01)
Holder of SEM: NexPoint Funds I-NexPoint Merger Arbitrage Fund
Shares held as of 2026-03-31: 1232660 (value 20351216; 0.01% of shares outstanding; change 1.00)
Holder of SEM: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1129341 (value 18645420; 0.01% of shares outstanding; change -0.32)
Holder of SEM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1228673 (value 20285391; 0.01% of shares outstanding; change 0.04)
Holder of SEM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2429031 (value 40103302; 0.02% of shares outstanding; change 0.02)
Holder of SEM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1547568 (value 25550348; 0.01% of shares outstanding; change 0.01)
Holder of SEM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3395810 (value 56064823; 0.03% of shares outstanding; change 0.01)
Holder of SEM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2636690 (value 43505385; 0.02% of shares outstanding; change 0.00)
Holder of SEM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1061393 (value 17523598; 0.01% of shares outstanding; change 0.01)
Holder of SEM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6719374 (value 111138452; 0.05% of shares outstanding; change 0.02)
Holder of SEM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2533632 (value 41830264; 0.02% of shares outstanding; change -0.04)
Holder of SEM: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1026765 (value 16982694; 0.01% of shares outstanding; change -0.05)
Holder of SEM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6679075 (value 110271529; 0.05% of shares outstanding; change -0.01)
Holder of SEM: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1057898 (value 17465896; 0.01% of shares outstanding; change 0.03)
Holder of SENEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 144841 (value 20826686; 0.03% of shares outstanding; change -0.05)
Holder of SENEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 46180 (value 7197153; 0.01% of shares outstanding; change 0.00)
Holder of SENEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 104704 (value 16318119; 0.02% of shares outstanding; change 0.00)
Holder of SENEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 55353 (value 8626765; 0.01% of shares outstanding; change 0.00)
Holder of SENEA: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 48881 (value 8124999; 0.01% of shares outstanding; change 0.28)
Holder of SENEA: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 52133 (value 8665547; 0.01% of shares outstanding; change 0.02)
Holder of SENEA: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-03-31: 52032 (value 7486364; 0.01% of shares outstanding; change 0.07)
Holder of SENEA: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 98460 (value 16366021; 0.02% of shares outstanding; change -0.43)
Holder of SENEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 148587 (value 24698131; 0.03% of shares outstanding; change 0.03)
Holder of SENEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 114999 (value 16535705; 0.02% of shares outstanding; change 0.00)
Holder of SENEA: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-04-30: 47947 (value 7472540; 0.01% of shares outstanding; change -0.08)
Holder of SENEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 209992 (value 30213649; 0.04% of shares outstanding; change 0.16)
Holder of SENEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 46180 (value 7676039; 0.01% of shares outstanding; change 0.00)
Holder of SENEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 104704 (value 17403899; 0.02% of shares outstanding; change 0.00)
Holder of SENEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 55353 (value 9200775; 0.01% of shares outstanding; change 0.00)
Holder of SENEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 110459 (value 17215035; 0.02% of shares outstanding; change -0.04)
Holder of SENEA: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-05-31: 47572 (value 7907417; 0.01% of shares outstanding; change -0.01)
Holder of SENEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 226120 (value 35240803; 0.04% of shares outstanding; change 0.08)
Holder of SENEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 113307 (value 18833889; 0.02% of shares outstanding; change 0.03)
Holder of SENEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 240357 (value 39952140; 0.05% of shares outstanding; change 0.06)
Holder of SENEB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 15769 (value 2298331; 0.01% of shares outstanding; change 0.19)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 1662 (value 263427; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 2299 (value 364391; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 11120 (value 1762520; 0.01% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 2796 (value 443166; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 24020 (value 3807170; 0.02% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 1251 (value 198283; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 1443 (value 228715; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 1786 (value 283081; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 405 (value 64192; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 13390 (value 2225953; 0.01% of shares outstanding; change -0.15)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 1662 (value 276290; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 2299 (value 382185; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 11120 (value 1848588; 0.01% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 2796 (value 464807; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 24020 (value 3993084; 0.02% of shares outstanding; change 0.00)
Holder of SENEB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 1251 (value 207966; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 1443 (value 239884; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 1786 (value 296904; 0.00% of shares outstanding; change 0.00)
Holder of SENEB: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 405 (value 67327; 0.00% of shares outstanding; change 0.00)
Holder of SENS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 401005 (value 2722823; 0.01% of shares outstanding; change -0.06)
Holder of SENS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1152705 (value 7826866; 0.03% of shares outstanding; change 0.13)
Holder of SENS: DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.-DWS Global Small Cap Fund
Shares held as of 2026-01-31: 60236 (value 405990; 0.00% of shares outstanding; change 0.00)
Holder of SENS: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 182318 (value 886065; 0.00% of shares outstanding; change 0.01)
Holder of SENS: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 49600 (value 241056; 0.00% of shares outstanding; change 1.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 185480 (value 1322472; 0.00% of shares outstanding; change -0.06)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 25810 (value 184025; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 57316 (value 408663; 0.00% of shares outstanding; change 0.06)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 74026 (value 527805; 0.00% of shares outstanding; change 0.00)
Holder of SENS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 425713 (value 2068965; 0.01% of shares outstanding; change 0.06)
Holder of SENS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1152705 (value 5602146; 0.03% of shares outstanding; change 0.00)
Holder of SENS: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 50011 (value 339574; 0.00% of shares outstanding; change 0.02)
Holder of SENS: DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.-DWS Global Small Cap Fund
Shares held as of 2026-04-30: 60236 (value 292746; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 184805 (value 1245585; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 25810 (value 173959; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 57316 (value 386309; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 74026 (value 498935; 0.00% of shares outstanding; change 0.00)
Holder of SENS: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 50479 (value 340228; 0.00% of shares outstanding; change 0.01)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 184805 (value 898152; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 25810 (value 138857; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 57316 (value 278555; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 74026 (value 359766; 0.00% of shares outstanding; change 0.00)
Holder of SENS: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 50595 (value 245891; 0.00% of shares outstanding; change 0.00)
Holder of SENS: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 40666 (value 197636; 0.00% of shares outstanding; change 1.00)
Holder of SEPN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 247436 (value 7472567; 0.01% of shares outstanding; change 0.00)
Holder of SEPN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 906665 (value 27381283; 0.02% of shares outstanding; change -0.07)
Holder of SEPN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 209387 (value 7573527; 0.00% of shares outstanding; change 0.01)
Holder of SEPN: Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund
Shares held as of 2026-03-31: 159987 (value 5295569; 0.00% of shares outstanding; change 0.01)
Holder of SEPN: Driehaus Mutual Funds-Driehaus Small Cap Growth Fund
Shares held as of 2026-03-31: 377019 (value 12479328; 0.01% of shares outstanding; change 0.00)
Holder of SEPN: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 749684 (value 27116068; 0.02% of shares outstanding; change 0.66)
Holder of SEPN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 259063 (value 8574984; 0.01% of shares outstanding; change 0.05)
Holder of SEPN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 906665 (value 30010610; 0.02% of shares outstanding; change 0.00)
Holder of SEPN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 200845 (value 6065519; 0.00% of shares outstanding; change -0.01)
Holder of SEPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 524847 (value 15850379; 0.01% of shares outstanding; change 0.01)
Holder of SEPN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 184991 (value 5586728; 0.00% of shares outstanding; change 0.00)
Holder of SEPN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 211758 (value 7009189; 0.00% of shares outstanding; change 0.01)
Holder of SEPN: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 812982 (value 26909702; 0.02% of shares outstanding; change 0.08)
Holder of SEPN: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-04-30: 138794 (value 4220725; 0.00% of shares outstanding; change 0.08)
Holder of SEPN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 197919 (value 7158729; 0.00% of shares outstanding; change -0.01)
Holder of SEPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 504417 (value 18244761; 0.01% of shares outstanding; change -0.04)
Holder of SEPN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 182876 (value 6614624; 0.00% of shares outstanding; change -0.01)
Holder of SEPN: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-05-31: 139303 (value 5005156; 0.00% of shares outstanding; change 0.00)
Holder of SEPN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 199552 (value 6605170; 0.00% of shares outstanding; change 0.01)
Holder of SEPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 509187 (value 16854088; 0.01% of shares outstanding; change 0.01)
Holder of SEPN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 184427 (value 6104533; 0.00% of shares outstanding; change 0.01)
Holder of SEPN: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 126696 (value 4193637; 0.00% of shares outstanding; change -0.09)
Holder of SER: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 6599 (value 12142; 0.00% of shares outstanding; change -0.07)
Holder of SER: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 33331 (value 61329; 0.00% of shares outstanding; change 0.00)
Holder of SER: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 125805 (value 231481; 0.01% of shares outstanding; change 0.00)
Holder of SER: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 2495 (value 5164; 0.00% of shares outstanding; change 0.00)
Holder of SER: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 658 (value 1362; 0.00% of shares outstanding; change 0.00)
Holder of SER: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 51659 (value 98152; 0.00% of shares outstanding; change 0.79)
Holder of SER: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4739 (value 9004; 0.00% of shares outstanding; change 0.00)
Holder of SER: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2592 (value 4924; 0.00% of shares outstanding; change 0.00)
Holder of SER: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 33331 (value 68995; 0.00% of shares outstanding; change 0.00)
Holder of SER: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 125805 (value 260416; 0.01% of shares outstanding; change 0.00)
Holder of SER: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 14896 (value 28302; 0.00% of shares outstanding; change -0.01)
Holder of SER: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 51471 (value 108089; 0.00% of shares outstanding; change 0.00)
Holder of SER: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4739 (value 9951; 0.00% of shares outstanding; change 0.00)
Holder of SER: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2592 (value 5443; 0.00% of shares outstanding; change 0.00)
Holder of SER: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 14994 (value 31487; 0.00% of shares outstanding; change 0.01)
Holder of SER: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 45248 (value 93663; 0.00% of shares outstanding; change -0.12)
Holder of SER: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4739 (value 9809; 0.00% of shares outstanding; change 0.00)
Holder of SER: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2592 (value 5365; 0.00% of shares outstanding; change 0.00)
Holder of SER: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 14798 (value 30631; 0.00% of shares outstanding; change -0.01)
Holder of SERA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 304455 (value 657622; 0.01% of shares outstanding; change 0.08)
Holder of SERA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 742316 (value 1603402; 0.02% of shares outstanding; change 0.00)
Holder of SERA: abrdn Healthcare Investors
Shares held as of 2025-12-31: 1145722 (value 2474759; 0.03% of shares outstanding; change 0.00)
Holder of SERA: abrdn Healthcare Opportunities Fund
Shares held as of 2025-12-31: 1133977 (value 2449390; 0.03% of shares outstanding; change 0.00)
Holder of SERA: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 41105 (value 84265; 0.00% of shares outstanding; change 0.00)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 177709 (value 373188; 0.00% of shares outstanding; change 0.11)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 23191 (value 48701; 0.00% of shares outstanding; change 0.00)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 43469 (value 91284; 0.00% of shares outstanding; change 0.03)
Holder of SERA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 50639 (value 106341; 0.00% of shares outstanding; change 0.00)
Holder of SERA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 304455 (value 624132; 0.01% of shares outstanding; change 0.00)
Holder of SERA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 887016 (value 1818382; 0.02% of shares outstanding; change 0.19)
Holder of SERA: abrdn Healthcare Investors
Shares held as of 2026-03-31: 1295793 (value 2656375; 0.03% of shares outstanding; change 0.13)
Holder of SERA: abrdn Healthcare Opportunities Fund
Shares held as of 2026-03-31: 1254982 (value 2572713; 0.03% of shares outstanding; change 0.11)
Holder of SERA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 79210 (value 166340; 0.00% of shares outstanding; change -0.01)