speb/financial-data huggingface dataset:
Holder of LOPE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 887662 (value 133016156; 0.03% of shares outstanding; change 0.00)
Holder of LOPE: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-02-28: 284619 (value 40432974; 0.01% of shares outstanding; change 0.02)
Holder of LOPE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 432706 (value 61470213; 0.02% of shares outstanding; change 0.99)
Holder of LOPE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 201441 (value 28189654; 0.01% of shares outstanding; change -0.48)
Holder of LOPE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 308115 (value 43117613; 0.01% of shares outstanding; change 0.03)
Holder of LOPE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 350949 (value 49111803; 0.01% of shares outstanding; change -0.02)
Holder of LOPE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 625874 (value 87584809; 0.02% of shares outstanding; change -0.01)
Holder of LOPE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 865086 (value 121060136; 0.03% of shares outstanding; change -0.03)
Holder of LOPE: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 449200 (value 67312622; 0.02% of shares outstanding; change 0.00)
Holder of LOPE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 511881 (value 71632628; 0.02% of shares outstanding; change 0.18)
Holder of LOPE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-04-30: 274324 (value 40460048; 0.01% of shares outstanding; change -0.01)
Holder of LOPE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 209043 (value 30831753; 0.01% of shares outstanding; change 0.00)
Holder of LOPE: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 449200 (value 63813350; 0.02% of shares outstanding; change 0.00)
Holder of LOPE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 933336 (value 132589709; 0.04% of shares outstanding; change 0.02)
Holder of LOPE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 199195 (value 27875348; 0.01% of shares outstanding; change 0.01)
Holder of LOPE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-05-31: 273526 (value 38413992; 0.01% of shares outstanding; change 0.00)
Holder of LOPE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 206999 (value 31157490; 0.01% of shares outstanding; change -0.01)
Holder of LOPE: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 449200 (value 62861049; 0.02% of shares outstanding; change 0.00)
Holder of LOPE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 937333 (value 131170382; 0.04% of shares outstanding; change 0.00)
Holder of LOPE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 201741 (value 28231636; 0.01% of shares outstanding; change -0.03)
Holder of LOR.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 854223 (value 324049500; 0.00% of shares outstanding; change 0.17)
Holder of LOR.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 1238746 (value 469918302; 0.00% of shares outstanding; change 0.00)
Holder of LOR.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1180710 (value 447902345; 0.00% of shares outstanding; change 0.02)
Holder of LOR.DE: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 489959 (value 183563136; 0.00% of shares outstanding; change 0.01)
Holder of LOR.DE: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 1125115 (value 421524327; 0.00% of shares outstanding; change 0.17)
Holder of LOR.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 876073 (value 334265642; 0.00% of shares outstanding; change -0.03)
Holder of LOR.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 545699 (value 207010918; 0.00% of shares outstanding; change 0.02)
Holder of LOR.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1008417 (value 377803422; 0.00% of shares outstanding; change 0.00)
Holder of LOR.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 906506 (value 339622467; 0.00% of shares outstanding; change 0.06)
Holder of LOR.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 396900 (value 148698582; 0.00% of shares outstanding; change 0.01)
Holder of LOR.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1183538 (value 443412504; 0.00% of shares outstanding; change 0.00)
Holder of LOR.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1711431 (value 649231360; 0.00% of shares outstanding; change 0.01)
Holder of LOR.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 837235 (value 317605102; 0.00% of shares outstanding; change 0.01)
Holder of LOR.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 565618 (value 211908780; 0.00% of shares outstanding; change 0.02)
Holder of LOR.DE: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 436419 (value 163504375; 0.00% of shares outstanding; change 0.01)
Holder of LOR.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1744756 (value 653672824; 0.00% of shares outstanding; change 0.02)
Holder of LOR.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 857669 (value 321325685; 0.00% of shares outstanding; change 0.03)
Holder of LOT: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2026-01-31: 27130 (value 31199; 0.00% of shares outstanding; change 0.06)
Holder of LOT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 10052 (value 12162; 0.00% of shares outstanding; change 0.00)
Holder of LOT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 10052 (value 11559; 0.00% of shares outstanding; change 0.00)
Holder of LOT: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-04-30: 6669 (value 7936; 0.00% of shares outstanding; change -0.04)
Holder of LOT: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 45663 (value 54338; 0.00% of shares outstanding; change -0.07)
Holder of LOT: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2026-04-30: 27130 (value 23711; 0.00% of shares outstanding; change 0.00)
Holder of LOT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 10052 (value 8785; 0.00% of shares outstanding; change 0.00)
Holder of LOT: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-05-31: 6669 (value 6802; 0.00% of shares outstanding; change 0.00)
Holder of LOT: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 45663 (value 39909; 0.00% of shares outstanding; change 0.00)
Holder of LOT: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-06-30: 6669 (value 5828; 0.00% of shares outstanding; change 0.00)
Holder of LOVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 147300 (value 2265474; 0.01% of shares outstanding; change -0.03)
Holder of LOVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 428840 (value 6595559; 0.03% of shares outstanding; change 0.00)
Holder of LOVE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 142407 (value 1993698; 0.01% of shares outstanding; change -0.16)
Holder of LOVE: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 204570 (value 2863980; 0.01% of shares outstanding; change 5.13)
Holder of LOVE: Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund
Shares held as of 2026-02-28: 307490 (value 4304860; 0.02% of shares outstanding; change 0.00)
Holder of LOVE: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 320666 (value 4489324; 0.02% of shares outstanding; change 0.00)
Holder of LOVE: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 319250 (value 4469500; 0.02% of shares outstanding; change -0.04)
Holder of LOVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 153169 (value 2502781; 0.01% of shares outstanding; change 0.04)
Holder of LOVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 428840 (value 7007245; 0.03% of shares outstanding; change 0.00)
Holder of LOVE: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 319304 (value 5217427; 0.02% of shares outstanding; change 1.00)
Holder of LOVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 331421 (value 5097255; 0.02% of shares outstanding; change 0.02)
Holder of LOVE: Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund
Shares held as of 2026-04-30: 307490 (value 5024386; 0.02% of shares outstanding; change 0.00)
Holder of LOVE: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 338366 (value 5528900; 0.02% of shares outstanding; change 0.06)
Holder of LOVE: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 319250 (value 5216545; 0.02% of shares outstanding; change 0.00)
Holder of LOVE: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 620308 (value 10135832; 0.04% of shares outstanding; change 0.00)
Holder of LOVE: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 188886 (value 3086397; 0.01% of shares outstanding; change -0.08)
Holder of LOVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 318482 (value 4458748; 0.02% of shares outstanding; change -0.04)
Holder of LOVE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 321503 (value 5253359; 0.02% of shares outstanding; change 0.01)
Holder of LOVE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 143191 (value 2339740; 0.01% of shares outstanding; change 0.89)
Holder of LOW: JPMorgan Trust I-JPMorgan U.S. Equity Fund
Shares held as of 2025-12-31: 3393236 (value 727374071; 0.01% of shares outstanding; change -0.04)
Holder of LOW: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2025-12-31: 3203426 (value 686686399; 0.01% of shares outstanding; change -0.02)
Holder of LOW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 14140997 (value 3031264125; 0.03% of shares outstanding; change 0.02)
Holder of LOW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17622393 (value 3777536174; 0.03% of shares outstanding; change 0.00)
Holder of LOW: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 4094338 (value 850148339; 0.01% of shares outstanding; change -0.06)
Holder of LOW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7163772 (value 1535626170; 0.01% of shares outstanding; change 0.00)
Holder of LOW: Fidelity Contrafund
Shares held as of 2026-03-31: 5863469 (value 1256893218; 0.01% of shares outstanding; change 0.03)
Holder of LOW: JPMorgan Trust I-JPMorgan U.S. Equity Fund
Shares held as of 2026-03-31: 3327343 (value 690889498; 0.01% of shares outstanding; change -0.02)
Holder of LOW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14254256 (value 2959753707; 0.03% of shares outstanding; change 0.01)
Holder of LOW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17816738 (value 3699467467; 0.03% of shares outstanding; change 0.01)
Holder of LOW: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5188770 (value 1077396199; 0.01% of shares outstanding; change 0.01)
Holder of LOW: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 3162758 (value 656715069; 0.01% of shares outstanding; change -0.02)
Holder of LOW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7188494 (value 1541213069; 0.01% of shares outstanding; change 0.00)
Holder of LOW: Fidelity Contrafund
Shares held as of 2026-04-30: 7616597 (value 1632998350; 0.01% of shares outstanding; change 0.30)
Holder of LOW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6709309 (value 1481281232; 0.01% of shares outstanding; change 0.03)
Holder of LOW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7255639 (value 1555608957; 0.01% of shares outstanding; change 0.01)
Holder of LOW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7178497 (value 1490543112; 0.01% of shares outstanding; change 0.00)
Holder of LOW: Fidelity Contrafund
Shares held as of 2026-05-31: 7564797 (value 1570754444; 0.01% of shares outstanding; change -0.01)
Holder of LOW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6774835 (value 1444055418; 0.01% of shares outstanding; change 0.01)
Holder of LOW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7390363 (value 1534534968; 0.01% of shares outstanding; change 0.02)
Holder of LOW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6769278 (value 1405572879; 0.01% of shares outstanding; change 0.00)
Holder of LP3.DE: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 533372 (value 33415756; 0.01% of shares outstanding; change 0.00)
Holder of LP3.DE: FMI Funds Inc-Common Stock Fund
Shares held as of 2026-03-31: 598000 (value 37464700; 0.01% of shares outstanding; change 0.09)
Holder of LP3.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1313497 (value 82290589; 0.02% of shares outstanding; change 0.13)
Holder of LP3.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 707256 (value 44309589; 0.01% of shares outstanding; change 0.04)
Holder of LP3.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1449325 (value 90800213; 0.02% of shares outstanding; change 0.02)
Holder of LP3.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 922789 (value 57812732; 0.01% of shares outstanding; change 0.01)
Holder of LP3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1994544 (value 124958184; 0.03% of shares outstanding; change 0.01)
Holder of LP3.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Global Stock Fd.
Shares held as of 2026-04-30: 587400 (value 36800610; 0.01% of shares outstanding; change 0.21)
Holder of LP3.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2149906 (value 134691614; 0.03% of shares outstanding; change 0.00)
Holder of LP3.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 548617 (value 34370855; 0.01% of shares outstanding; change -0.39)
Holder of LPA: Northern Funds-SMALL CAP INDEX FUND
Shares held as of 2025-12-31: 1801 (value 5348; 0.00% of shares outstanding; change 0.00)
Holder of LPA: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 7814 (value 27270; 0.00% of shares outstanding; change 0.00)
Holder of LPA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 32929 (value 114922; 0.00% of shares outstanding; change 0.00)
Holder of LPA: VALIC Co I-Small Cap Index Fund
Shares held as of 2026-02-28: 1596 (value 4803; 0.00% of shares outstanding; change 0.00)
Holder of LPA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 15493 (value 46633; 0.00% of shares outstanding; change 0.02)
Holder of LPA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Value Index Fund
Shares held as of 2026-02-28: 2301 (value 6926; 0.00% of shares outstanding; change 0.13)
Holder of LPA: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 2884 (value 8680; 0.00% of shares outstanding; change 0.00)
Holder of LPA: Fidelity Salem Street Trust-Fidelity Small Cap Value Index Fund
Shares held as of 2026-03-31: 4661 (value 16266; 0.00% of shares outstanding; change 0.12)
Holder of LPA: Northern Funds-SMALL CAP INDEX FUND
Shares held as of 2026-03-31: 5723 (value 17226; 0.00% of shares outstanding; change 2.18)
Holder of LPA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 10314 (value 29394; 0.00% of shares outstanding; change -0.01)
Holder of LPA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 26515 (value 78749; 0.00% of shares outstanding; change 0.00)
Holder of LPA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 32840 (value 98848; 0.00% of shares outstanding; change 0.00)
Holder of LPA: Fidelity Salem Street Trust-Fidelity Small Cap Value Index Fund
Shares held as of 2026-04-30: 4661 (value 14029; 0.00% of shares outstanding; change 0.00)
Holder of LPA: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 7814 (value 23520; 0.00% of shares outstanding; change 0.00)
Holder of LPA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 10382 (value 36233; 0.00% of shares outstanding; change 0.01)
Holder of LPA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 26215 (value 91490; 0.00% of shares outstanding; change -0.01)
Holder of LPA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 10246 (value 30840; 0.00% of shares outstanding; change -0.01)
Holder of LPA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 26435 (value 79569; 0.00% of shares outstanding; change 0.01)
Holder of LPAA: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 20000 (value 216000; 0.00% of shares outstanding; change 0.00)
Holder of LPAA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 1866241 (value 20118077; 0.08% of shares outstanding; change 0.00)
Holder of LPAA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 50000 (value 540000; 0.00% of shares outstanding; change 0.00)
Holder of LPAA: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 4513 (value 50477; 0.00% of shares outstanding; change 0.00)
Holder of LPAA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1896 (value 20476; 0.00% of shares outstanding; change 0.00)
Holder of LPAA: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 20000 (value 223700; 0.00% of shares outstanding; change 0.00)
Holder of LPAA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 1866241 (value 20873906; 0.08% of shares outstanding; change 0.00)
Holder of LPAA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 191384 (value 2140630; 0.01% of shares outstanding; change 0.00)
Holder of LPAA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 50000 (value 559250; 0.00% of shares outstanding; change 0.00)
Holder of LPAA: RiverPark Funds Trust-RiverPark Short Term High Yield Fund
Shares held as of 2026-03-31: 408519 (value 4569285; 0.02% of shares outstanding; change 3.93)
Holder of LPAA: Trust for Professional Managers-CrossingBridge Responsible Credit Fund
Shares held as of 2026-03-31: 63031 (value 685777; 0.00% of shares outstanding; change 1.00)
Holder of LPAA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1896 (value 20533; 0.00% of shares outstanding; change 0.00)
Holder of LPAA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1896 (value 21206; 0.00% of shares outstanding; change 0.00)
Holder of LPAA: Trust for Professional Managers-CrossingBridge Responsible Credit Fund
Shares held as of 2026-06-30: 63031 (value 705001; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 35000 (value 374149; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 47278 (value 505401; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 6286 (value 67197; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 888665 (value 9499828; 0.04% of shares outstanding; change 0.00)
Holder of LPBB: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 55000 (value 587949; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 7771 (value 83071; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 9024 (value 97008; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5314 (value 56806; 0.00% of shares outstanding; change 1.24)
Holder of LPBB: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 47278 (value 508238; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 6286 (value 67574; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 888665 (value 9553148; 0.04% of shares outstanding; change 0.00)
Holder of LPBB: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 55000 (value 591250; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 7771 (value 83538; 0.00% of shares outstanding; change 0.00)
Holder of LPBB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 8170 (value 87337; 0.00% of shares outstanding; change 0.54)
Holder of LPBB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 8170 (value 87827; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 4815 (value 9870; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 51031 (value 114819; 0.01% of shares outstanding; change 0.00)
Holder of LPCN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 142773 (value 321239; 0.02% of shares outstanding; change 0.00)
Holder of LPCN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2730 (value 6251; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 2500 (value 5124; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 2942 (value 6737; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 9415 (value 19583; 0.00% of shares outstanding; change 0.96)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 29883 (value 61260; 0.00% of shares outstanding; change 0.04)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4461 (value 9145; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8290 (value 16994; 0.00% of shares outstanding; change 0.07)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8688 (value 17810; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 6201 (value 12898; 0.00% of shares outstanding; change 1.00)
Holder of LPCN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 57895 (value 120421; 0.01% of shares outstanding; change 0.13)
Holder of LPCN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 142773 (value 296967; 0.02% of shares outstanding; change 0.00)
Holder of LPCN: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 6038 (value 12559; 0.00% of shares outstanding; change 1.00)
Holder of LPCN: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 4760 (value 9900; 0.00% of shares outstanding; change 1.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 29774 (value 68182; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4461 (value 10215; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8290 (value 18984; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8688 (value 19895; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 29774 (value 61929; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4461 (value 9278; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8290 (value 17243; 0.00% of shares outstanding; change 0.00)
Holder of LPCN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8688 (value 18071; 0.00% of shares outstanding; change 0.00)
Holder of LPG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 399091 (value 16051440; 0.01% of shares outstanding; change 0.02)
Holder of LPG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 564660 (value 22580754; 0.01% of shares outstanding; change 0.00)
Holder of LPG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 335989 (value 15183342; 0.01% of shares outstanding; change 0.00)
Holder of LPG: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 337561 (value 13499064; 0.01% of shares outstanding; change 0.00)
Holder of LPG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 362815 (value 14508972; 0.01% of shares outstanding; change 0.01)
Holder of LPG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 409796 (value 18571954; 0.01% of shares outstanding; change 0.03)
Holder of LPG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 908260 (value 36530218; 0.02% of shares outstanding; change 0.01)
Holder of LPG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1293806 (value 56151182; 0.03% of shares outstanding; change -0.04)
Holder of LPG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 564660 (value 25590391; 0.01% of shares outstanding; change 0.00)
Holder of LPG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 335989 (value 15227021; 0.01% of shares outstanding; change 0.00)
Holder of LPG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 367057 (value 16635023; 0.01% of shares outstanding; change 0.01)
Holder of LPG: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 370185 (value 16776784; 0.01% of shares outstanding; change 0.10)
Holder of LPG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 337584 (value 13499984; 0.01% of shares outstanding; change 0.00)
Holder of LPG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2242181 (value 89664821; 0.05% of shares outstanding; change 0.02)
Holder of LPG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 879182 (value 35158489; 0.02% of shares outstanding; change -0.03)
Holder of LPG: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 342311 (value 13689017; 0.01% of shares outstanding; change -0.05)
Holder of LPG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1312577 (value 52489956; 0.03% of shares outstanding; change 0.01)
Holder of LPG: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 367803 (value 14708442; 0.01% of shares outstanding; change 0.10)
Holder of LPG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 337200 (value 13248588; 0.01% of shares outstanding; change 0.00)
Holder of LPG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2229991 (value 101063191; 0.05% of shares outstanding; change -0.01)
Holder of LPG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 893301 (value 40484401; 0.02% of shares outstanding; change 0.02)
Holder of LPG: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 352036 (value 15954271; 0.01% of shares outstanding; change 0.03)
Holder of LPG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1373555 (value 62249512; 0.03% of shares outstanding; change 0.05)
Holder of LPG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 337744 (value 15306557; 0.01% of shares outstanding; change 0.00)
Holder of LPL: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 345392 (value 1533540; 0.00% of shares outstanding; change 0.00)
Holder of LPL: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-01-31: 290355 (value 1289176; 0.00% of shares outstanding; change 0.00)
Holder of LPL: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 106443 (value 472606; 0.00% of shares outstanding; change 0.15)
Holder of LPL: Dimensional Emerging Markets Value Fund
Shares held as of 2026-01-31: 2319696 (value 10299450; 0.00% of shares outstanding; change -0.04)
Holder of LPL: Dunham Funds-Dunham International Stock Fund
Shares held as of 2026-01-31: 121659 (value 540165; 0.00% of shares outstanding; change 0.00)
Holder of LPL: American Century ETF Trust-Avantis Emerging Markets Equity Fund
Shares held as of 2026-03-31: 108307 (value 343333; 0.00% of shares outstanding; change 0.00)
Holder of LPL: American Century ETF TRT-Avantis Emerging Markets ex-China Eqy. ETF
Shares held as of 2026-04-30: 71312 (value 346576; 0.00% of shares outstanding; change 0.04)
Holder of LPL: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 2160340 (value 10045581; 0.00% of shares outstanding; change 0.04)
Holder of LPL: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 359921 (value 1749216; 0.00% of shares outstanding; change 0.02)
Holder of LPL: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 334993 (value 1061927; 0.00% of shares outstanding; change -0.03)
Holder of LPL: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-04-30: 217417 (value 689211; 0.00% of shares outstanding; change -0.25)
Holder of LPL: Dimensional ETF Trust-Dimensional Emerging Markets Value ETF
Shares held as of 2026-04-30: 71492 (value 226629; 0.00% of shares outstanding; change 0.10)
Holder of LPL: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 60899 (value 193049; 0.00% of shares outstanding; change -0.43)
Holder of LPL: Dimensional Emerging Markets Value Fund
Shares held as of 2026-04-30: 1834220 (value 5814477; 0.00% of shares outstanding; change -0.21)
Holder of LPL: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 849595 (value 3772201; 0.00% of shares outstanding; change 0.00)
Holder of LPL: American Century ETF TRT-Avantis Emerging Markets ex-China Eqy. ETF
Shares held as of 2026-05-31: 77066 (value 342173; 0.00% of shares outstanding; change 0.08)
Holder of LPL: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 2229541 (value 9899162; 0.00% of shares outstanding; change 0.03)
Holder of LPL: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-05-31: 361553 (value 1605295; 0.00% of shares outstanding; change 0.00)
Holder of LPL: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 848739 (value 2690502; 0.00% of shares outstanding; change 0.00)
Holder of LPL: American Century ETF TRT-Avantis Emerging Markets ex-China Eqy. ETF
Shares held as of 2026-06-30: 78980 (value 250366; 0.00% of shares outstanding; change 0.02)
Holder of LPL: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 2311783 (value 7328352; 0.00% of shares outstanding; change 0.04)
Holder of LPL: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-06-30: 380935 (value 1207563; 0.00% of shares outstanding; change 0.05)
Holder of LPLA: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 2649927 (value 725470485; 0.03% of shares outstanding; change 0.18)
Holder of LPLA: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 1020275 (value 279320675; 0.01% of shares outstanding; change -0.13)
Holder of LPLA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2521748 (value 690378922; 0.03% of shares outstanding; change 0.00)
Holder of LPLA: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 1736253 (value 516743609; 0.02% of shares outstanding; change 0.16)
Holder of LPLA: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 1122714 (value 369036105; 0.01% of shares outstanding; change 0.15)
Holder of LPLA: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 897884 (value 283304843; 0.01% of shares outstanding; change 0.12)
Holder of LPLA: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 2790827 (value 917344868; 0.03% of shares outstanding; change 0.05)
Holder of LPLA: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1614407 (value 530655600; 0.02% of shares outstanding; change -0.35)
Holder of LPLA: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1828994 (value 601190350; 0.02% of shares outstanding; change 0.08)
Holder of LPLA: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 1178852 (value 348539386; 0.01% of shares outstanding; change -0.01)
Holder of LPLA: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 1017418 (value 334425309; 0.01% of shares outstanding; change 0.00)
Holder of LPLA: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1729462 (value 568474180; 0.02% of shares outstanding; change -0.01)
Holder of LPLA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2548176 (value 837585482; 0.03% of shares outstanding; change 0.01)
Holder of LPLA: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 1178852 (value 350849926; 0.01% of shares outstanding; change 0.00)
Holder of LPLA: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 1988698 (value 653685056; 0.02% of shares outstanding; change 0.15)
Holder of LPLA: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 898928 (value 259331729; 0.01% of shares outstanding; change -0.02)
Holder of LPLA: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1993895 (value 593423020; 0.02% of shares outstanding; change 0.09)
Holder of LPLA: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 1178852 (value 387488666; 0.01% of shares outstanding; change 0.00)
Holder of LPLA: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 947767 (value 311531024; 0.01% of shares outstanding; change 0.08)
Holder of LPRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1139642 (value 2598383; 0.01% of shares outstanding; change -0.03)
Holder of LPRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3127071 (value 7129721; 0.03% of shares outstanding; change 0.00)
Holder of LPRO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 975642 (value 3034246; 0.01% of shares outstanding; change 0.00)
Holder of LPRO: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 495004 (value 1559262; 0.00% of shares outstanding; change 0.01)
Holder of LPRO: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 499145 (value 1572306; 0.00% of shares outstanding; change -0.01)
Holder of LPRO: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 4483055 (value 9459245; 0.04% of shares outstanding; change 1.00)
Holder of LPRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1139642 (value 3589872; 0.01% of shares outstanding; change 0.00)
Holder of LPRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3127071 (value 9850273; 0.03% of shares outstanding; change 0.00)
Holder of LPRO: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 3721830 (value 11723764; 0.03% of shares outstanding; change 0.08)
Holder of LPRO: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 1688807 (value 5319742; 0.01% of shares outstanding; change 0.13)
Holder of LPRO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2607617 (value 5945366; 0.02% of shares outstanding; change 0.02)
Holder of LPRO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 861599 (value 1964445; 0.01% of shares outstanding; change 0.00)
Holder of LPRO: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 4869200 (value 15143211; 0.04% of shares outstanding; change 0.09)
Holder of LPRO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 991487 (value 3123184; 0.01% of shares outstanding; change 0.02)
Holder of LPRO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2505694 (value 7792708; 0.02% of shares outstanding; change -0.04)
Holder of LPRO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 851759 (value 2648970; 0.01% of shares outstanding; change -0.01)
Holder of LPRO: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 3593017 (value 11318003; 0.03% of shares outstanding; change -0.26)
Holder of LPRO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2529491 (value 7967896; 0.02% of shares outstanding; change 0.01)
Holder of LPRO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 858975 (value 2705771; 0.01% of shares outstanding; change 0.01)
Holder of LPSN: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 16600 (value 37681; 0.00% of shares outstanding; change 1.00)
Holder of LPSN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 131982 (value 299599; 0.01% of shares outstanding; change 1.42)
Holder of LPSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 162320 (value 368466; 0.01% of shares outstanding; change 0.00)
Holder of LPSN: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 2945 (value 6685; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 9416 (value 21374; 0.00% of shares outstanding; change 1.85)
Holder of LPSN: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 15666 (value 23968; 0.00% of shares outstanding; change 1.35)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 114968 (value 241432; 0.01% of shares outstanding; change 0.90)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1968 (value 4132; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 16117 (value 33845; 0.00% of shares outstanding; change 0.04)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 18833 (value 39549; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 16600 (value 25397; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 131982 (value 201932; 0.01% of shares outstanding; change 0.00)
Holder of LPSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 337107 (value 515773; 0.03% of shares outstanding; change 1.08)
Holder of LPSN: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 39046 (value 59740; 0.00% of shares outstanding; change 12.26)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 114550 (value 224518; 0.01% of shares outstanding; change 0.00)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7120 (value 13955; 0.00% of shares outstanding; change 2.62)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 16117 (value 31589; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 18833 (value 36912; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 72960 (value 149567; 0.01% of shares outstanding; change 0.04)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 86216 (value 131910; 0.01% of shares outstanding; change -0.25)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7120 (value 10893; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 16117 (value 24659; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 18833 (value 28814; 0.00% of shares outstanding; change 0.00)
Holder of LPSN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 75942 (value 148846; 0.01% of shares outstanding; change 0.04)
Holder of LPSN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 78135 (value 119546; 0.01% of shares outstanding; change 0.03)
Holder of LPTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 427672 (value 7261870; 0.01% of shares outstanding; change 0.01)
Holder of LPTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1674027 (value 28424977; 0.03% of shares outstanding; change 0.33)
Holder of LPTH: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 948498 (value 14047255; 0.02% of shares outstanding; change -0.14)
Holder of LPTH: Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund
Shares held as of 2026-03-31: 345905 (value 3746151; 0.01% of shares outstanding; change 0.23)
Holder of LPTH: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 588093 (value 8780228; 0.01% of shares outstanding; change 1.00)
Holder of LPTH: NORTHERN LIGHTS FUND TRUST III-Counterpoint Quantitative Equity ETF
Shares held as of 2026-03-31: 423658 (value 4588216; 0.01% of shares outstanding; change 1.00)
Holder of LPTH: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 525000 (value 5685749; 0.01% of shares outstanding; change 1.00)
Holder of LPTH: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 290176 (value 3142606; 0.00% of shares outstanding; change -0.20)
Holder of LPTH: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 607909 (value 6583654; 0.01% of shares outstanding; change -0.08)
Holder of LPTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 580743 (value 6289446; 0.01% of shares outstanding; change 0.36)
Holder of LPTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1946727 (value 21083053; 0.03% of shares outstanding; change 0.16)
Holder of LPTH: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-04-30: 1085712 (value 11758260; 0.02% of shares outstanding; change 0.14)
Holder of LPTH: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 335344 (value 4966444; 0.01% of shares outstanding; change -0.43)
Holder of LPTH: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 327662 (value 3548579; 0.01% of shares outstanding; change 0.12)
Holder of LPTH: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 984371 (value 10660737; 0.02% of shares outstanding; change 0.00)
Holder of LPX: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 533372 (value 37656062; 0.01% of shares outstanding; change 0.47)
Holder of LPX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 683115 (value 52176321; 0.01% of shares outstanding; change 0.01)