speb/financial-data huggingface dataset:
Holder of STEL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 499024 (value 18633556; 0.01% of shares outstanding; change 0.01)
Holder of STEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1448894 (value 54101702; 0.03% of shares outstanding; change 0.01)
Holder of STEL: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2025-12-31: 307763 (value 11491870; 0.01% of shares outstanding; change 0.00)
Holder of STEL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 455955 (value 17677375; 0.01% of shares outstanding; change 0.00)
Holder of STEL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 459165 (value 17801827; 0.01% of shares outstanding; change 0.02)
Holder of STEL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 507673 (value 19961702; 0.01% of shares outstanding; change 0.02)
Holder of STEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1477349 (value 58089362; 0.03% of shares outstanding; change 0.02)
Holder of STEL: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 307763 (value 11931971; 0.01% of shares outstanding; change 0.00)
Holder of STEL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1134422 (value 42359317; 0.02% of shares outstanding; change -0.01)
Holder of STEL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 398004 (value 14861469; 0.01% of shares outstanding; change -0.02)
Holder of STEL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 538730 (value 21182863; 0.01% of shares outstanding; change 0.18)
Holder of STEL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 456252 (value 17939828; 0.01% of shares outstanding; change -0.01)
Holder of STEL: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 416067 (value 15989454; 0.01% of shares outstanding; change 0.01)
Holder of STEL: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 342558 (value 12948692; 0.01% of shares outstanding; change 0.05)
Holder of STEL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2785742 (value 107056065; 0.05% of shares outstanding; change 0.02)
Holder of STEL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1089847 (value 42253368; 0.02% of shares outstanding; change -0.04)
Holder of STEL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 393459 (value 15254405; 0.01% of shares outstanding; change -0.01)
Holder of STEL: ARBITRAGE FUNDS-ARBITRAGE FUND
Shares held as of 2026-05-31: 349378 (value 13737542; 0.01% of shares outstanding; change 0.18)
Holder of STEL: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 419842 (value 16508187; 0.01% of shares outstanding; change 0.01)
Holder of STEL: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 317716 (value 12492593; 0.01% of shares outstanding; change -0.07)
Holder of STEL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2772672 (value 109021462; 0.05% of shares outstanding; change 0.00)
Holder of STEL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1067197 (value 41962185; 0.02% of shares outstanding; change -0.02)
Holder of STEL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 404005 (value 15885476; 0.01% of shares outstanding; change 0.03)
Holder of STEM: COHEN & STEERS INFRASTRUCTURE FUND INC
Shares held as of 2025-12-31: 31887 (value 309941; 0.00% of shares outstanding; change 0.00)
Holder of STEM: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 6510 (value 63277; 0.00% of shares outstanding; change -0.22)
Holder of STEM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 88874 (value 863855; 0.01% of shares outstanding; change -0.01)
Holder of STEM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 245987 (value 2390993; 0.03% of shares outstanding; change 0.03)
Holder of STEM: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 7404 (value 40647; 0.00% of shares outstanding; change 0.85)
Holder of STEM: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 54000 (value 296459; 0.01% of shares outstanding; change 0.00)
Holder of STEM: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 15600 (value 85643; 0.00% of shares outstanding; change 0.00)
Holder of STEM: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 31887 (value 175059; 0.00% of shares outstanding; change 0.00)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 45513 (value 357504; 0.01% of shares outstanding; change 0.03)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12948 (value 101706; 0.00% of shares outstanding; change 0.07)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 14950 (value 117432; 0.00% of shares outstanding; change 0.00)
Holder of STEM: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 5396 (value 42385; 0.00% of shares outstanding; change -0.01)
Holder of STEM: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 6510 (value 35739; 0.00% of shares outstanding; change 0.00)
Holder of STEM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 88874 (value 487918; 0.01% of shares outstanding; change 0.00)
Holder of STEM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 245987 (value 1350468; 0.03% of shares outstanding; change 0.00)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 45347 (value 347358; 0.01% of shares outstanding; change 0.00)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12948 (value 99181; 0.00% of shares outstanding; change 0.00)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 14950 (value 114516; 0.00% of shares outstanding; change 0.00)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 42764 (value 234774; 0.00% of shares outstanding; change -0.06)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12948 (value 71084; 0.00% of shares outstanding; change 0.00)
Holder of STEM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 14950 (value 82075; 0.00% of shares outstanding; change 0.00)
Holder of STEP: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1241823 (value 61234293; 0.02% of shares outstanding; change 0.00)
Holder of STEP: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1154344 (value 51275958; 0.01% of shares outstanding; change 0.10)
Holder of STEP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 785889 (value 38752187; 0.01% of shares outstanding; change 0.01)
Holder of STEP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1011517 (value 49877904; 0.01% of shares outstanding; change 1.28)
Holder of STEP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1795676 (value 88544786; 0.02% of shares outstanding; change 0.13)
Holder of STEP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2538719 (value 125184237; 0.03% of shares outstanding; change 0.18)
Holder of STEP: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1479401 (value 63096454; 0.02% of shares outstanding; change 0.00)
Holder of STEP: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 1050013 (value 44741054; 0.01% of shares outstanding; change 0.40)
Holder of STEP: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3562901 (value 151815213; 0.04% of shares outstanding; change 0.00)
Holder of STEP: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1605508 (value 68410696; 0.02% of shares outstanding; change 0.29)
Holder of STEP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 823613 (value 35094150; 0.01% of shares outstanding; change 0.05)
Holder of STEP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1033133 (value 44021797; 0.01% of shares outstanding; change 0.02)
Holder of STEP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1846846 (value 78694109; 0.02% of shares outstanding; change 0.03)
Holder of STEP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2567929 (value 109419456; 0.03% of shares outstanding; change 0.01)
Holder of STEP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1693080 (value 83485777; 0.02% of shares outstanding; change -0.01)
Holder of STEP: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1910020 (value 81385953; 0.02% of shares outstanding; change 0.29)
Holder of STEP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4414589 (value 199539426; 0.05% of shares outstanding; change 0.00)
Holder of STEP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1654273 (value 70554745; 0.02% of shares outstanding; change -0.02)
Holder of STEP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4414589 (value 188105639; 0.05% of shares outstanding; change 0.00)
Holder of STEP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1649465 (value 70283704; 0.02% of shares outstanding; change 0.00)
Holder of STEW: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 226158 (value 3928364; 0.00% of shares outstanding; change 0.00)
Holder of STEW: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1069 (value 18568; 0.00% of shares outstanding; change -0.15)
Holder of STEW: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 2406 (value 41792; 0.00% of shares outstanding; change 0.04)
Holder of STEW: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2025-12-31: 126241 (value 2192806; 0.00% of shares outstanding; change 1.00)
Holder of STEW: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 1116522 (value 19393988; 0.01% of shares outstanding; change 0.00)
Holder of STEW: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 15676 (value 279035; 0.00% of shares outstanding; change -0.14)
Holder of STEW: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 296158 (value 5360459; 0.00% of shares outstanding; change 0.31)
Holder of STEW: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 740 (value 13394; 0.00% of shares outstanding; change -0.31)
Holder of STEW: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 2002 (value 36236; 0.00% of shares outstanding; change -0.17)
Holder of STEW: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2026-03-31: 170000 (value 3077000; 0.00% of shares outstanding; change 0.35)
Holder of STEW: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 1116522 (value 20209048; 0.01% of shares outstanding; change 0.00)
Holder of STEW: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 140000 (value 2534000; 0.00% of shares outstanding; change 0.27)
Holder of STEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 313022 (value 472663; 0.02% of shares outstanding; change 0.00)
Holder of STEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 892451 (value 1347601; 0.05% of shares outstanding; change 0.07)
Holder of STEX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 21128 (value 31903; 0.00% of shares outstanding; change 1.57)
Holder of STEX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 25599 (value 38654; 0.00% of shares outstanding; change 0.77)
Holder of STEX: VALIC Co I-Small Cap Special Values Fund
Shares held as of 2026-02-28: 49130 (value 36159; 0.00% of shares outstanding; change 1.00)
Holder of STEX: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 202039 (value 217191; 0.01% of shares outstanding; change -0.79)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 455549 (value 489715; 0.03% of shares outstanding; change 2.03)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 17439 (value 26332; 0.00% of shares outstanding; change 0.00)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 126118 (value 135576; 0.01% of shares outstanding; change 2.04)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 129672 (value 139397; 0.01% of shares outstanding; change 1.57)
Holder of STEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 855911 (value 629950; 0.05% of shares outstanding; change 1.73)
Holder of STEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2959687 (value 2178329; 0.18% of shares outstanding; change 2.32)
Holder of STEX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 21128 (value 15550; 0.00% of shares outstanding; change 0.00)
Holder of STEX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 51930 (value 38220; 0.00% of shares outstanding; change 1.03)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 453891 (value 383129; 0.03% of shares outstanding; change 0.00)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 126118 (value 106456; 0.01% of shares outstanding; change 0.00)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 129672 (value 109456; 0.01% of shares outstanding; change 0.00)
Holder of STEX: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-04-30: 28953 (value 24439; 0.00% of shares outstanding; change 1.00)
Holder of STEX: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-04-30: 46296 (value 39078; 0.00% of shares outstanding; change 1.00)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 449421 (value 330773; 0.03% of shares outstanding; change -0.01)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 126118 (value 92822; 0.01% of shares outstanding; change 0.00)
Holder of STEX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 129672 (value 95438; 0.01% of shares outstanding; change 0.00)
Holder of STEX: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-05-31: 47159 (value 34709; 0.00% of shares outstanding; change 0.63)
Holder of STEX: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-05-31: 46296 (value 34073; 0.00% of shares outstanding; change 0.00)
Holder of STG: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2024-05-31: 1770 (value 6743; 0.00% of shares outstanding; change 1.85)
Holder of STGW: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2025-12-31: 1548442 (value 10854578; 0.01% of shares outstanding; change 1.35)
Holder of STGW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1157205 (value 8112007; 0.00% of shares outstanding; change -0.01)
Holder of STGW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2403452 (value 16848199; 0.01% of shares outstanding; change -0.28)
Holder of STGW: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 5234448 (value 35908313; 0.02% of shares outstanding; change 0.00)
Holder of STGW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1093372 (value 7500532; 0.00% of shares outstanding; change 0.01)
Holder of STGW: HOTCHKIS & WILEY FUNDS/DE/-HW Opportunities MP Fund
Shares held as of 2026-03-31: 1108860 (value 8227741; 0.00% of shares outstanding; change 0.18)
Holder of STGW: HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Small Cap Value Fund
Shares held as of 2026-03-31: 5241017 (value 38888346; 0.02% of shares outstanding; change 0.00)
Holder of STGW: HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Value Opportunities Fund
Shares held as of 2026-03-31: 4425770 (value 32839213; 0.02% of shares outstanding; change 0.17)
Holder of STGW: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 1621015 (value 12027931; 0.01% of shares outstanding; change 0.05)
Holder of STGW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1219723 (value 9050344; 0.00% of shares outstanding; change 0.05)
Holder of STGW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2873623 (value 21322282; 0.01% of shares outstanding; change 0.20)
Holder of STGW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2685152 (value 18822916; 0.01% of shares outstanding; change -0.03)
Holder of STGW: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 5134948 (value 38101314; 0.02% of shares outstanding; change -0.02)
Holder of STGW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1076095 (value 7984624; 0.00% of shares outstanding; change -0.02)
Holder of STGW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2580051 (value 17699150; 0.01% of shares outstanding; change -0.04)
Holder of STGW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 891796 (value 6117720; 0.00% of shares outstanding; change 0.00)
Holder of STGW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2604590 (value 19326057; 0.01% of shares outstanding; change 0.01)
Holder of STGW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 882604 (value 6548921; 0.00% of shares outstanding; change -0.01)
Holder of STHO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 132584 (value 1177345; 0.01% of shares outstanding; change 0.00)
Holder of STHO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 388033 (value 3445733; 0.03% of shares outstanding; change 0.00)
Holder of STHO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 17149 (value 153397; 0.00% of shares outstanding; change -0.73)
Holder of STHO: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 188549 (value 1686570; 0.02% of shares outstanding; change 0.00)
Holder of STHO: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 130599 (value 1168208; 0.01% of shares outstanding; change 0.00)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 73312 (value 662007; 0.01% of shares outstanding; change 0.14)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 27660 (value 249769; 0.00% of shares outstanding; change 0.00)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 18293 (value 165185; 0.00% of shares outstanding; change 0.13)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 27250 (value 246067; 0.00% of shares outstanding; change 0.00)
Holder of STHO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 132584 (value 1229053; 0.01% of shares outstanding; change 0.00)
Holder of STHO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 388033 (value 3597066; 0.03% of shares outstanding; change 0.00)
Holder of STHO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 31257 (value 282250; 0.00% of shares outstanding; change -0.10)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 73045 (value 653387; 0.01% of shares outstanding; change 0.00)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 27660 (value 247418; 0.00% of shares outstanding; change 0.00)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 18293 (value 163630; 0.00% of shares outstanding; change 0.00)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 27250 (value 243751; 0.00% of shares outstanding; change 0.00)
Holder of STHO: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 188549 (value 1747849; 0.02% of shares outstanding; change 0.00)
Holder of STHO: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 130599 (value 1210652; 0.01% of shares outstanding; change 0.00)
Holder of STHO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 31463 (value 281436; 0.00% of shares outstanding; change 0.01)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 73045 (value 677127; 0.01% of shares outstanding; change 0.00)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 27660 (value 256408; 0.00% of shares outstanding; change 0.00)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 18293 (value 169576; 0.00% of shares outstanding; change 0.00)
Holder of STHO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 27250 (value 252607; 0.00% of shares outstanding; change 0.00)
Holder of STHO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 31051 (value 287842; 0.00% of shares outstanding; change -0.01)
Holder of STHO: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 15867 (value 147087; 0.00% of shares outstanding; change 0.00)
Holder of STI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 11852 (value 55111; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 13933 (value 369224; 0.00% of shares outstanding; change 0.27)
Holder of STI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5430 (value 143895; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2933 (value 77724; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2141 (value 56736; 0.00% of shares outstanding; change 0.00)
Holder of STI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 18056 (value 119169; 0.00% of shares outstanding; change 0.52)
Holder of STI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 13882 (value 182966; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5430 (value 71567; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2933 (value 38657; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2141 (value 28218; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 11231 (value 74124; 0.00% of shares outstanding; change -0.19)
Holder of STI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5430 (value 35837; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2933 (value 19357; 0.00% of shares outstanding; change 0.00)
Holder of STI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2141 (value 14130; 0.00% of shares outstanding; change 0.00)
Holder of STIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 425901 (value 655887; 0.01% of shares outstanding; change 0.00)
Holder of STIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1595778 (value 2457498; 0.02% of shares outstanding; change 0.00)
Holder of STIM: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 108787 (value 133808; 0.00% of shares outstanding; change 0.19)
Holder of STIM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 383391 (value 471570; 0.01% of shares outstanding; change 0.01)
Holder of STIM: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 195364 (value 337979; 0.00% of shares outstanding; change 0.11)
Holder of STIM: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 95205 (value 164704; 0.00% of shares outstanding; change 0.00)
Holder of STIM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 258485 (value 341251; 0.00% of shares outstanding; change -0.36)
Holder of STIM: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 100993 (value 174717; 0.00% of shares outstanding; change 1.54)
Holder of STIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 425901 (value 736808; 0.01% of shares outstanding; change 0.00)
Holder of STIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1595778 (value 2760695; 0.02% of shares outstanding; change 0.00)
Holder of STIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 946584 (value 1457739; 0.01% of shares outstanding; change 0.02)
Holder of STIM: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-04-30: 690431 (value 1063263; 0.01% of shares outstanding; change 0.12)
Holder of STIM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 257544 (value 316779; 0.00% of shares outstanding; change 0.00)
Holder of STIM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 370648 (value 641221; 0.01% of shares outstanding; change -0.03)
Holder of STIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 909583 (value 1118787; 0.01% of shares outstanding; change -0.04)
Holder of STIM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 303625 (value 373458; 0.00% of shares outstanding; change 0.00)
Holder of STIM: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-05-31: 653495 (value 803798; 0.01% of shares outstanding; change -0.05)
Holder of STIM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 217184 (value 375728; 0.00% of shares outstanding; change -0.16)
Holder of STIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 918222 (value 1588524; 0.01% of shares outstanding; change 0.01)
Holder of STIM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 300497 (value 519859; 0.00% of shares outstanding; change -0.01)
Holder of STIM: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-06-30: 742795 (value 1285035; 0.01% of shares outstanding; change 0.14)
Holder of STK: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 30000 (value 1421099; 0.00% of shares outstanding; change 1.00)
Holder of STK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 168051 (value 8738316; 0.01% of shares outstanding; change 0.04)
Holder of STK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 163302 (value 8037724; 0.01% of shares outstanding; change -0.03)
Holder of STK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 162942 (value 7718562; 0.01% of shares outstanding; change 0.00)
Holder of STKE: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Blockchain Users an
Shares held as of 2025-12-31: 32592 (value 34547; 0.00% of shares outstanding; change 0.07)
Holder of STKE: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF
Shares held as of 2025-12-31: 81333 (value 86212; 0.00% of shares outstanding; change -0.07)
Holder of STKH: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2024-10-31: 91 (value 38; 0.00% of shares outstanding; change 0.03)
Holder of STKS: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 30305 (value 55458; 0.00% of shares outstanding; change 0.00)
Holder of STKS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 255366 (value 512008; 0.01% of shares outstanding; change 0.00)
Holder of STKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 803421 (value 1610859; 0.03% of shares outstanding; change 0.00)
Holder of STKS: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 51478 (value 95234; 0.00% of shares outstanding; change 0.00)
Holder of STKS: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 30305 (value 54852; 0.00% of shares outstanding; change 0.00)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 142329 (value 260462; 0.00% of shares outstanding; change 0.13)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 35733 (value 65391; 0.00% of shares outstanding; change 0.06)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 43446 (value 79506; 0.00% of shares outstanding; change 0.00)
Holder of STKS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 255366 (value 462212; 0.01% of shares outstanding; change 0.00)
Holder of STKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 803421 (value 1454191; 0.03% of shares outstanding; change 0.00)
Holder of STKS: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 393975 (value 713094; 0.01% of shares outstanding; change 0.00)
Holder of STKS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 62741 (value 114816; 0.00% of shares outstanding; change -0.01)
Holder of STKS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 94366 (value 172689; 0.00% of shares outstanding; change -0.04)
Holder of STKS: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 51478 (value 93175; 0.00% of shares outstanding; change 0.00)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 141811 (value 262350; 0.00% of shares outstanding; change 0.00)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 35733 (value 66106; 0.00% of shares outstanding; change 0.00)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 43446 (value 80375; 0.00% of shares outstanding; change 0.00)
Holder of STKS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 63154 (value 116834; 0.00% of shares outstanding; change 0.01)
Holder of STKS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 89449 (value 165480; 0.00% of shares outstanding; change -0.05)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 139805 (value 253047; 0.00% of shares outstanding; change -0.01)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 35733 (value 64676; 0.00% of shares outstanding; change 0.00)
Holder of STKS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 43446 (value 78637; 0.00% of shares outstanding; change 0.00)
Holder of STKS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 62328 (value 112813; 0.00% of shares outstanding; change -0.01)
Holder of STKS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 86634 (value 156807; 0.00% of shares outstanding; change -0.03)
Holder of STLA: Dodge & Cox Funds-Dodge & Cox Global Stock Fund
Shares held as of 2025-12-31: 6070123 (value 48439581; 0.00% of shares outstanding; change -0.05)
Holder of STLA: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 37661900 (value 300541962; 0.01% of shares outstanding; change -0.04)
Holder of STLA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 20275420 (value 144259608; 0.01% of shares outstanding; change 0.02)
Holder of STLA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 31460181 (value 188603781; 0.01% of shares outstanding; change 0.00)
Holder of STLA: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 10837089 (value 61663037; 0.00% of shares outstanding; change 0.20)
Holder of STLA: Dodge & Cox Funds-Dodge & Cox Global Stock Fund
Shares held as of 2026-03-31: 6070123 (value 34539000; 0.00% of shares outstanding; change 0.00)
Holder of STLA: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 37661900 (value 214296213; 0.01% of shares outstanding; change 0.00)
Holder of STLA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 7417234 (value 59189527; 0.00% of shares outstanding; change 0.01)
Holder of STLA: Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND
Shares held as of 2026-03-31: 16318185 (value 92850473; 0.01% of shares outstanding; change 0.72)
Holder of STLA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 20771793 (value 118191503; 0.01% of shares outstanding; change 0.02)
Holder of STLA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 7504645 (value 44990345; 0.00% of shares outstanding; change 0.01)
Holder of STLA: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-04-30: 12119628 (value 86231150; 0.00% of shares outstanding; change 0.00)
Holder of STLA: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 5501814 (value 32983374; 0.00% of shares outstanding; change 0.01)
Holder of STLA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 31394982 (value 178637449; 0.01% of shares outstanding; change 0.00)
Holder of STLA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 14379014 (value 86202187; 0.00% of shares outstanding; change 0.01)
Holder of STLA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 7013271 (value 42044558; 0.00% of shares outstanding; change 0.01)
Holder of STLA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 7585449 (value 43161205; 0.00% of shares outstanding; change 0.01)
Holder of STLA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 14674522 (value 83498031; 0.00% of shares outstanding; change 0.02)
Holder of STLA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 7079244 (value 40280898; 0.00% of shares outstanding; change 0.01)
Holder of STLA: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 5345345 (value 30415013; 0.00% of shares outstanding; change 0.01)
Holder of STLAP.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 20275420 (value 124795214; 0.01% of shares outstanding; change 0.02)
Holder of STLAP.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 31460181 (value 165889526; 0.01% of shares outstanding; change 0.00)
Holder of STLAP.PA: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 10837089 (value 52462348; 0.00% of shares outstanding; change 0.20)
Holder of STLAP.PA: Dodge & Cox Funds-Dodge & Cox Global Stock Fund
Shares held as of 2026-03-31: 6070123 (value 29385465; 0.00% of shares outstanding; change 0.00)
Holder of STLAP.PA: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 37661900 (value 182321260; 0.01% of shares outstanding; change 0.00)
Holder of STLAP.PA: Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND
Shares held as of 2026-03-31: 16318185 (value 78996334; 0.01% of shares outstanding; change 0.72)
Holder of STLAP.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 20771793 (value 100556251; 0.01% of shares outstanding; change 0.02)
Holder of STLAP.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 7504645 (value 39571991; 0.00% of shares outstanding; change 0.01)
Holder of STLAP.PA: Fidelity Covington Trust-Fidelity High Dividend ETF
Shares held as of 2026-04-30: 12119628 (value 74596312; 0.00% of shares outstanding; change 0.00)
Holder of STLAP.PA: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 5501814 (value 29011063; 0.00% of shares outstanding; change 0.01)
Holder of STLAP.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 31394982 (value 151983110; 0.01% of shares outstanding; change 0.00)
Holder of STLAP.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 14379014 (value 75820537; 0.00% of shares outstanding; change 0.01)
Holder of STLAP.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 7013271 (value 36980976; 0.00% of shares outstanding; change 0.01)
Holder of STLAP.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 7585449 (value 36721159; 0.00% of shares outstanding; change 0.01)
Holder of STLAP.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 14674522 (value 71039362; 0.00% of shares outstanding; change 0.02)
Holder of STLAP.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 7079244 (value 34270620; 0.00% of shares outstanding; change 0.01)
Holder of STLAP.PA: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 5345345 (value 25876815; 0.00% of shares outstanding; change 0.01)
Holder of STLD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3461541 (value 900519870; 0.02% of shares outstanding; change 0.01)
Holder of STLD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1574123 (value 409508088; 0.01% of shares outstanding; change -0.05)
Holder of STLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4354416 (value 1132801295; 0.03% of shares outstanding; change -0.01)
Holder of STLD: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 1341000 (value 348861141; 0.01% of shares outstanding; change -0.03)
Holder of STLD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1753081 (value 456064011; 0.01% of shares outstanding; change 0.00)
Holder of STLD: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 3527611 (value 871707956; 0.02% of shares outstanding; change 0.00)
Holder of STLD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3487973 (value 861913010; 0.02% of shares outstanding; change 0.01)
Holder of STLD: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1498074 (value 370189067; 0.01% of shares outstanding; change -0.01)
Holder of STLD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1599429 (value 395234901; 0.01% of shares outstanding; change 0.02)
Holder of STLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4411888 (value 1090221646; 0.03% of shares outstanding; change 0.01)
Holder of STLD: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 1215000 (value 300238650; 0.01% of shares outstanding; change -0.09)
Holder of STLD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1759136 (value 427786679; 0.01% of shares outstanding; change 0.00)
Holder of STLD: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-04-30: 1235587 (value 331884859; 0.01% of shares outstanding; change 0.10)
Holder of STLD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1645452 (value 441976652; 0.01% of shares outstanding; change 0.03)
Holder of STLD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1775559 (value 431780424; 0.01% of shares outstanding; change 0.01)
Holder of STLD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1756685 (value 434094431; 0.01% of shares outstanding; change 0.00)
Holder of STLD: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-05-31: 1213578 (value 277205484; 0.01% of shares outstanding; change -0.02)
Holder of STLD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1661532 (value 379527136; 0.01% of shares outstanding; change 0.01)
Holder of STLD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1808519 (value 446903131; 0.01% of shares outstanding; change 0.02)
Holder of STLD: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-06-30: 1327996 (value 328161092; 0.01% of shares outstanding; change 0.09)
Holder of STLD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1638693 (value 404937428; 0.01% of shares outstanding; change -0.01)
Holder of STM: ETF Series Solutions-Defiance Quantum ETF
Shares held as of 2025-12-31: 1517463 (value 105175356; 0.00% of shares outstanding; change 0.65)
Holder of STM: -YieldMax Semiconductor Portfolio Option Income ETF
Shares held as of 2026-01-31: 262881 (value 19933634; 0.00% of shares outstanding; change 1.00)
Holder of STM: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 4941094 (value 358105780; 0.01% of shares outstanding; change 0.34)
Holder of STM: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 553066 (value 40083457; 0.00% of shares outstanding; change 1.00)
Holder of STM: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 309897 (value 23498745; 0.00% of shares outstanding; change -0.17)
Holder of STM: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 430109 (value 31172149; 0.00% of shares outstanding; change 0.65)
Holder of STM: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 577722 (value 41870401; 0.00% of shares outstanding; change 0.04)
Holder of STM: ETF Series Solutions-Defiance Quantum ETF
Shares held as of 2026-03-31: 1598559 (value 82389732; 0.00% of shares outstanding; change 0.05)
Holder of STM: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 4401253 (value 226840583; 0.00% of shares outstanding; change -0.11)
Holder of STM: AIM Sector Funds (Invesco Sector Funds)-INVESCO Technology Fund
Shares held as of 2026-04-30: 841275 (value 43359314; 0.00% of shares outstanding; change 1.00)
Holder of STM: ALLSPRING FUNDS TRUST-Allspring Growth Fund
Shares held as of 2026-04-30: 475400 (value 34454614; 0.00% of shares outstanding; change 1.00)
Holder of STM: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 553066 (value 28505022; 0.00% of shares outstanding; change 0.00)
Holder of STM: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 613733 (value 31631799; 0.00% of shares outstanding; change 0.06)
Holder of STM: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-04-30: 1220602 (value 92555318; 0.00% of shares outstanding; change -0.21)
Holder of STM: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-04-30: 11574062 (value 877633327; 0.01% of shares outstanding; change 0.09)
Holder of STM: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 3784927 (value 274312578; 0.00% of shares outstanding; change 0.03)
Holder of STM: ALLSPRING FUNDS TRUST-Allspring Growth Fund
Shares held as of 2026-05-31: 466151 (value 24025422; 0.00% of shares outstanding; change -0.02)
Holder of STM: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-05-31: 1796252 (value 130183360; 0.00% of shares outstanding; change 0.47)
Holder of STM: JANUS INVESTMENT Fd.-Janus Henderson Global Technology and Innovation 
Shares held as of 2026-05-31: 1480483 (value 107298003; 0.00% of shares outstanding; change 1.00)
Holder of STM: John Hancock Investment Trust-International Dynamic Growth Fund
Shares held as of 2026-05-31: 1293600 (value 66672145; 0.00% of shares outstanding; change 1.00)
Holder of STM: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-05-31: 11334499 (value 809963288; 0.01% of shares outstanding; change -0.02)
Holder of STM: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 3834652 (value 197637967; 0.00% of shares outstanding; change 0.01)
Holder of STM: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-06-30: 2374698 (value 122391937; 0.00% of shares outstanding; change 0.32)
Holder of STM: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-06-30: 13101814 (value 675267505; 0.01% of shares outstanding; change 0.16)
Holder of STMN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1020627 (value 95836876; 0.01% of shares outstanding; change 0.02)