speb/financial-data huggingface dataset:
Holder of SURG: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 2896 (value 697; 0.00% of shares outstanding; change 0.00)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 134560 (value 67024; 0.01% of shares outstanding; change 0.77)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 15080 (value 7511; 0.00% of shares outstanding; change 0.00)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 19614 (value 9769; 0.00% of shares outstanding; change 0.00)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 23754 (value 11831; 0.00% of shares outstanding; change 0.00)
Holder of SURG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 148927 (value 35891; 0.01% of shares outstanding; change 0.00)
Holder of SURG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 418431 (value 100841; 0.02% of shares outstanding; change 0.00)
Holder of SURG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 38278 (value 19066; 0.00% of shares outstanding; change -0.01)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 134070 (value 55625; 0.01% of shares outstanding; change 0.00)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15080 (value 6256; 0.00% of shares outstanding; change 0.00)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 19614 (value 8137; 0.00% of shares outstanding; change 0.00)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 23754 (value 9855; 0.00% of shares outstanding; change 0.00)
Holder of SURG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 38530 (value 15986; 0.00% of shares outstanding; change 0.01)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 125121 (value 30154; 0.01% of shares outstanding; change -0.07)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15080 (value 3634; 0.00% of shares outstanding; change 0.00)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 19614 (value 4726; 0.00% of shares outstanding; change 0.00)
Holder of SURG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 23754 (value 5724; 0.00% of shares outstanding; change 0.00)
Holder of SURG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 38026 (value 9164; 0.00% of shares outstanding; change -0.01)
Holder of SUUN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 20938 (value 18100; 0.00% of shares outstanding; change 0.00)
Holder of SUX.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1150187 (value 250855791; 0.01% of shares outstanding; change 0.03)
Holder of SUX.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 836503 (value 182441309; 0.01% of shares outstanding; change 0.03)
Holder of SUX.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1673251 (value 364936053; 0.02% of shares outstanding; change 0.01)
Holder of SUX.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1065464 (value 232377704; 0.01% of shares outstanding; change -0.01)
Holder of SUX.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2301699 (value 502000565; 0.03% of shares outstanding; change 0.01)
Holder of SUX.DE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 497245 (value 108449137; 0.01% of shares outstanding; change -0.21)
Holder of SUX.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 888749 (value 193836162; 0.01% of shares outstanding; change -0.35)
Holder of SUX.DE: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-04-30: 489137 (value 106680782; 0.01% of shares outstanding; change 0.06)
Holder of SUX.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2543719 (value 554785129; 0.03% of shares outstanding; change 0.00)
Holder of SUX.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 575243 (value 125460501; 0.01% of shares outstanding; change 0.02)
Holder of SUZ: DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund
Shares held as of 2025-12-31: 2327000 (value 19034860; 0.01% of shares outstanding; change 1.00)
Holder of SUZ: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-01-31: 120100 (value 982418; 0.00% of shares outstanding; change 0.06)
Holder of SUZ: FINANCIAL INVESTORS TRUST-Seafarer Overseas Value Fund
Shares held as of 2026-01-31: 265000 (value 2223350; 0.00% of shares outstanding; change 1.00)
Holder of SUZ: Global Opportunities Portfolio
Shares held as of 2026-01-31: 330200 (value 2651538; 0.00% of shares outstanding; change 0.00)
Holder of SUZ: RUSSELL INVESTMENT CO-Tax-Managed Real Assets Fund
Shares held as of 2026-01-31: 144902 (value 1163577; 0.00% of shares outstanding; change 0.00)
Holder of SUZ: Principal Funds, Inc-Diversified Real Asset Fund
Shares held as of 2026-02-28: 375451 (value 3112488; 0.00% of shares outstanding; change 0.78)
Holder of SUZ: DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund
Shares held as of 2026-03-31: 2373100 (value 19672998; 0.01% of shares outstanding; change 0.02)
Holder of SUZ: John Hancock Varbl Insurance TRT-Disciplined Value Emerging Markets Eq
Shares held as of 2026-03-31: 191978 (value 1591497; 0.00% of shares outstanding; change 1.00)
Holder of SUZ: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 2046267 (value 16584993; 0.01% of shares outstanding; change 0.05)
Holder of SUZ: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 206296 (value 1672028; 0.00% of shares outstanding; change 0.08)
Holder of SUZ: Dimensional ETF Trust-Dimensional Emerging Markets Value ETF
Shares held as of 2026-04-30: 183955 (value 1524986; 0.00% of shares outstanding; change 56.49)
Holder of SUZ: FINANCIAL INVESTORS TRUST-Seafarer Overseas Value Fund
Shares held as of 2026-04-30: 365000 (value 3025849; 0.00% of shares outstanding; change 0.38)
Holder of SUZ: Global Opportunities Portfolio
Shares held as of 2026-04-30: 330200 (value 2737357; 0.00% of shares outstanding; change 0.00)
Holder of SUZ: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 489235 (value 4104681; 0.00% of shares outstanding; change 0.00)
Holder of SUZ: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources 
Shares held as of 2026-04-30: 5819273 (value 47165205; 0.02% of shares outstanding; change -0.01)
Holder of SUZ: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 2110769 (value 16949685; 0.01% of shares outstanding; change 0.03)
Holder of SUZ: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-05-31: 207260 (value 1664318; 0.00% of shares outstanding; change 0.00)
Holder of SUZ: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 489235 (value 4016619; 0.00% of shares outstanding; change 0.00)
Holder of SUZ: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources 
Shares held as of 2026-05-31: 6239078 (value 50349357; 0.02% of shares outstanding; change 0.07)
Holder of SUZ: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 2134656 (value 17696298; 0.01% of shares outstanding; change 0.01)
Holder of SUZ: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-06-30: 216004 (value 1790673; 0.00% of shares outstanding; change 0.04)
Holder of SUZ: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 483617 (value 4009184; 0.00% of shares outstanding; change -0.01)
Holder of SUZ: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources 
Shares held as of 2026-06-30: 6281846 (value 52076503; 0.02% of shares outstanding; change 0.01)
Holder of SVAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 295287 (value 3147759; 0.01% of shares outstanding; change 0.00)
Holder of SVAC: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 100000 (value 1065999; 0.00% of shares outstanding; change 1.00)
Holder of SVAC: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 11180 (value 114931; 0.00% of shares outstanding; change -0.24)
Holder of SVAC: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 5698 (value 58576; 0.00% of shares outstanding; change -0.24)
Holder of SVAC: High Income Securities Fund
Shares held as of 2026-02-28: 62013 (value 565558; 0.00% of shares outstanding; change -0.38)
Holder of SVAC: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 9510 (value 86731; 0.00% of shares outstanding; change 1.00)
Holder of SVAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 13486 (value 140321; 0.00% of shares outstanding; change 0.00)
Holder of SVAC: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 21404 (value 195204; 0.00% of shares outstanding; change 1.00)
Holder of SVAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 99999 (value 911990; 0.00% of shares outstanding; change 1.00)
Holder of SVAC: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 62012 (value 565549; 0.00% of shares outstanding; change -0.38)
Holder of SVAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 13486 (value 138637; 0.00% of shares outstanding; change 0.00)
Holder of SVAC: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 11180 (value 101961; 0.00% of shares outstanding; change 0.00)
Holder of SVAC: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 5698 (value 51965; 0.00% of shares outstanding; change 0.00)
Holder of SVAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 13486 (value 122992; 0.00% of shares outstanding; change 0.00)
Holder of SVAQ: Comstock Funds, Inc.-COMSTOCK CAPITAL VALUE FUND
Shares held as of 2026-03-31: 4100 (value 41286; 0.00% of shares outstanding; change 1.00)
Holder of SVAQ: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 303378 (value 3036813; 0.01% of shares outstanding; change 1.00)
Holder of SVAQ: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 46622 (value 466686; 0.00% of shares outstanding; change 1.00)
Holder of SVAQ: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1001000; 0.00% of shares outstanding; change 1.00)
Holder of SVC: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 2380651 (value 4261365; 0.00% of shares outstanding; change 0.07)
Holder of SVC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1722369 (value 3083040; 0.00% of shares outstanding; change 0.06)
Holder of SVC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5092836 (value 9116176; 0.01% of shares outstanding; change 0.00)
Holder of SVC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 5904270 (value 9889651; 0.01% of shares outstanding; change 0.00)
Holder of SVC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1507446 (value 2524971; 0.00% of shares outstanding; change 0.00)
Holder of SVC: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1048341 (value 8868964; 0.00% of shares outstanding; change 0.02)
Holder of SVC: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 1091836 (value 1954386; 0.00% of shares outstanding; change 0.08)
Holder of SVC: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 557077 (value 4712871; 0.00% of shares outstanding; change 0.17)
Holder of SVC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1725675 (value 2890505; 0.00% of shares outstanding; change 0.00)
Holder of SVC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1018567 (value 8617076; 0.00% of shares outstanding; change 0.00)
Holder of SVC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3928436 (value 7031900; 0.01% of shares outstanding; change 0.02)
Holder of SVC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1370275 (value 2452792; 0.00% of shares outstanding; change 0.00)
Holder of SVC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 3036098 (value 5085464; 0.00% of shares outstanding; change 2.65)
Holder of SVC: Fidelity Salem Street Trust-Fidelity Real Estate Index Fund
Shares held as of 2026-04-30: 1255699 (value 1933776; 0.00% of shares outstanding; change 2.64)
Holder of SVC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1078205 (value 9121614; 0.00% of shares outstanding; change 2.58)
Holder of SVC: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 769429 (value 6509369; 0.00% of shares outstanding; change 2.66)
Holder of SVC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4342174 (value 36734792; 0.01% of shares outstanding; change 2.68)
Holder of SVC: iShares Trust-iShares Core U.S. REIT ETF
Shares held as of 2026-04-30: 1777270 (value 2976927; 0.00% of shares outstanding; change 2.62)
Holder of SVC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 12247063 (value 20513829; 0.02% of shares outstanding; change 2.12)
Holder of SVC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 4641147 (value 7773921; 0.01% of shares outstanding; change 2.39)
Holder of SVC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 601123 (value 5085500; 0.00% of shares outstanding; change -0.01)
Holder of SVC: iShares Trust-iShares Core U.S. REIT ETF
Shares held as of 2026-05-31: 386340 (value 3268436; 0.00% of shares outstanding; change 0.09)
Holder of SVC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2614416 (value 22117959; 0.00% of shares outstanding; change 0.07)
Holder of SVC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 953662 (value 8067980; 0.00% of shares outstanding; change 0.03)
Holder of SVC.DE: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1628247 (value 109874113; 0.01% of shares outstanding; change 0.03)
Holder of SVC.DE: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2691800 (value 181642673; 0.02% of shares outstanding; change 0.22)
Holder of SVC.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1553723 (value 104845233; 0.01% of shares outstanding; change 0.03)
Holder of SVC.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3050018 (value 205815224; 0.02% of shares outstanding; change 0.01)
Holder of SVC.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1942026 (value 131047920; 0.01% of shares outstanding; change 0.00)
Holder of SVC.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4200987 (value 283482616; 0.03% of shares outstanding; change 0.00)
Holder of SVC.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1279490 (value 86339989; 0.01% of shares outstanding; change 0.04)
Holder of SVC.DE: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 1107300 (value 74720607; 0.01% of shares outstanding; change 0.00)
Holder of SVC.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4723067 (value 318712577; 0.03% of shares outstanding; change 0.00)
Holder of SVC.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1061564 (value 71634342; 0.01% of shares outstanding; change 0.02)
Holder of SVCC: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 25000 (value 264249; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 9063 (value 95795; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 3574 (value 37777; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 1727 (value 18254; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 165716 (value 1751618; 0.01% of shares outstanding; change 0.00)
Holder of SVCC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1056999; 0.01% of shares outstanding; change 1.00)
Holder of SVCC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 5935 (value 62732; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 9672 (value 102233; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 4313 (value 45782; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2051 (value 21679; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 25000 (value 265374; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 9063 (value 96203; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 3574 (value 37938; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 1727 (value 18332; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 165716 (value 1759075; 0.01% of shares outstanding; change 0.00)
Holder of SVCC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1061499; 0.01% of shares outstanding; change 0.00)
Holder of SVCC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 5935 (value 63000; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 9672 (value 102668; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2051 (value 21679; 0.00% of shares outstanding; change 0.00)
Holder of SVCC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2051 (value 21771; 0.00% of shares outstanding; change 0.00)
Holder of SVCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 80545 (value 778064; 0.00% of shares outstanding; change 0.00)
Holder of SVCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 226322 (value 2186270; 0.01% of shares outstanding; change 0.00)
Holder of SVCO: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 417467 (value 5322704; 0.01% of shares outstanding; change -0.38)
Holder of SVCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 81828 (value 1043307; 0.00% of shares outstanding; change 0.00)
Holder of SVCO: -American Century Federated Managed Volatility Fund II
Shares held as of 2026-03-31: 108000 (value 838080; 0.00% of shares outstanding; change -0.20)
Holder of SVCO: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 48600 (value 377136; 0.00% of shares outstanding; change 0.00)
Holder of SVCO: Federated Hermes Equity Funds-Federated Hermes Prudent Bear Fund
Shares held as of 2026-03-31: 60000 (value 465600; 0.00% of shares outstanding; change -0.25)
Holder of SVCO: Federated Hermes Insurance Series-Federated Hermes Mnged Volatility Fd
Shares held as of 2026-03-31: 108000 (value 838080; 0.00% of shares outstanding; change -0.11)
Holder of SVCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 99330 (value 770800; 0.00% of shares outstanding; change 0.23)
Holder of SVCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 238522 (value 1850930; 0.01% of shares outstanding; change 0.05)
Holder of SVCO: Victory Portfolios-Victory Integrity Discovery Fund
Shares held as of 2026-03-31: 88300 (value 685208; 0.00% of shares outstanding; change 1.00)
Holder of SVCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 192382 (value 1858410; 0.01% of shares outstanding; change 0.02)
Holder of SVCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 64631 (value 624335; 0.00% of shares outstanding; change 0.00)
Holder of SVCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 81349 (value 631268; 0.00% of shares outstanding; change -0.01)
Holder of SVCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 210177 (value 2679756; 0.01% of shares outstanding; change 0.09)
Holder of SVCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 76665 (value 977478; 0.00% of shares outstanding; change 0.19)
Holder of SVCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 212191 (value 1646602; 0.01% of shares outstanding; change 0.01)
Holder of SVCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 77314 (value 599956; 0.00% of shares outstanding; change 0.01)
Holder of SVE.V: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 1534513 (value 782601; 0.00% of shares outstanding; change 1.00)
Holder of SVE.V: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 6381274 (value 2520603; 0.02% of shares outstanding; change 3.16)
Holder of SVI.TO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2025-06-30: 1621315 (value 7814738; 0.00% of shares outstanding; change 0.24)
Holder of SVI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2025-07-31: 485943 (value 2342245; 0.00% of shares outstanding; change -0.09)
Holder of SVI.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2025-07-31: 687745 (value 3314931; 0.00% of shares outstanding; change 0.00)
Holder of SVI.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2025-07-31: 7203581 (value 34721261; 0.02% of shares outstanding; change 0.07)
Holder of SVI.TO: Third Avenue Trust-Third Avenue International Real Estate Value Fund
Shares held as of 2025-07-31: 1037744 (value 5001926; 0.00% of shares outstanding; change 0.00)
Holder of SVI.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2025-07-31: 847972 (value 4087225; 0.00% of shares outstanding; change 0.00)
Holder of SVI.TO: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2025-07-31: 405758 (value 1955753; 0.00% of shares outstanding; change 0.05)
Holder of SVI.TO: Fidelity Select Portfolios-Fidelity International Real Estate Fund
Shares held as of 2025-09-30: 236900 (value 1141858; 0.00% of shares outstanding; change -0.11)
Holder of SVI.TO: SmallCap World Fund Inc
Shares held as of 2025-09-30: 17250947 (value 83149567; 0.05% of shares outstanding; change 0.00)
Holder of SVI.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2025-09-30: 379750 (value 1830395; 0.00% of shares outstanding; change 0.02)
Holder of SVIV: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 428892 (value 4374698; 0.02% of shares outstanding; change 1.00)
Holder of SVIV: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 68484 (value 698536; 0.00% of shares outstanding; change 1.00)
Holder of SVIV: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 33332 (value 339986; 0.00% of shares outstanding; change 1.00)
Holder of SVIV: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 30222 (value 308264; 0.00% of shares outstanding; change 1.00)
Holder of SVIV: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 12903 (value 131610; 0.00% of shares outstanding; change 1.00)
Holder of SVIV: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-06-30: 350000 (value 3569999; 0.02% of shares outstanding; change 1.00)
Holder of SVM: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 3485438 (value 44160499; 0.02% of shares outstanding; change 0.47)
Holder of SVM: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 281680 (value 3568885; 0.00% of shares outstanding; change 0.54)
Holder of SVM: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 3966082 (value 38233031; 0.02% of shares outstanding; change 0.14)
Holder of SVM: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 10414087 (value 100391802; 0.05% of shares outstanding; change -0.04)
Holder of SVM: ETF Series Solutions-U.S. Global GO GOLD and Precious Metal Miners ETF
Shares held as of 2026-03-31: 367663 (value 3884359; 0.00% of shares outstanding; change 1.00)
Holder of SVM: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 504075 (value 4859283; 0.00% of shares outstanding; change 0.79)
Holder of SVM: U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund
Shares held as of 2026-03-31: 250000 (value 2678750; 0.00% of shares outstanding; change 0.00)
Holder of SVM: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2035566 (value 19622856; 0.01% of shares outstanding; change 1.00)
Holder of SVM: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-03-31: 293764 (value 3721989; 0.00% of shares outstanding; change 0.00)
Holder of SVM: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 221608 (value 2807773; 0.00% of shares outstanding; change -0.34)
Holder of SVM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 6653952 (value 71297096; 0.03% of shares outstanding; change -0.15)
Holder of SVM: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 785811 (value 7575218; 0.00% of shares outstanding; change 31.78)
Holder of SVM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3065726 (value 29553599; 0.01% of shares outstanding; change 13.50)
Holder of SVM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 5698300 (value 61057285; 0.03% of shares outstanding; change -0.02)
Holder of SVM: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 304300 (value 3214929; 0.00% of shares outstanding; change 0.01)
Holder of SVM: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 457183 (value 4407244; 0.00% of shares outstanding; change 0.56)
Holder of SVM: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-04-30: 3638085 (value 38436366; 0.02% of shares outstanding; change -0.04)
Holder of SVM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 6512513 (value 58091616; 0.03% of shares outstanding; change -0.20)
Holder of SVM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 5576414 (value 53087463; 0.03% of shares outstanding; change -0.02)
Holder of SVM: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-05-31: 3188030 (value 30732610; 0.01% of shares outstanding; change -0.12)
Holder of SVM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 6350454 (value 61218378; 0.03% of shares outstanding; change -0.02)
Holder of SVM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 5092024 (value 49087113; 0.02% of shares outstanding; change -0.09)
Holder of SVM.AX: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 7420029 (value 4563317; 0.01% of shares outstanding; change -0.02)
Holder of SVM.AX: -Sprott Active Metals & Miners ETF
Shares held as of 2025-12-31: 799692 (value 491810; 0.00% of shares outstanding; change 0.92)
Holder of SVM.AX: SUNAMERICA SERIES TRUST-SA T. Rowe Price VCP Balanced Portfolio
Shares held as of 2026-01-31: 21173 (value 11962; 0.00% of shares outstanding; change -0.09)
Holder of SVM.AX: T. ROWE PRICE GLOBAL ALLOCATION Fd., INC.-T. Rowe Price Global Allocat
Shares held as of 2026-01-31: 12767 (value 7851; 0.00% of shares outstanding; change 0.00)
Holder of SVM.AX: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 6178049 (value 3089024; 0.01% of shares outstanding; change -0.17)
Holder of SVM.AX: -Sprott Active Metals & Miners ETF
Shares held as of 2026-03-31: 1383958 (value 691979; 0.00% of shares outstanding; change 0.73)
Holder of SVM.AX: JNL Series Trust-JNL/T. Rowe Price Balanced Fund
Shares held as of 2026-03-31: 8856 (value 4782; 0.00% of shares outstanding; change 0.00)
Holder of SVM.AX: T. ROWE PRICE GLOBAL ALLOCATION Fd., INC.-T. Rowe Price Global Allocat
Shares held as of 2026-03-31: 10454 (value 5906; 0.00% of shares outstanding; change -0.18)
Holder of SVM.AX: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 2937828 (value 1468914; 0.00% of shares outstanding; change -0.20)
Holder of SVM.AX: SUNAMERICA SERIES TRUST-SA T. Rowe Price VCP Balanced Portfolio
Shares held as of 2026-04-30: 14268 (value 7134; 0.00% of shares outstanding; change -0.33)
Holder of SVM.AX: T. ROWE PRICE GLOBAL ALLOCATION Fd., INC.-T. Rowe Price Global Allocat
Shares held as of 2026-04-30: 10454 (value 5227; 0.00% of shares outstanding; change 0.00)
Holder of SVM.TO: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 3485438 (value 62110504; 0.02% of shares outstanding; change 0.47)
Holder of SVM.TO: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 281680 (value 5019537; 0.00% of shares outstanding; change 0.54)
Holder of SVM.TO: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 3966082 (value 53978374; 0.02% of shares outstanding; change 0.14)
Holder of SVM.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 10414087 (value 141735720; 0.05% of shares outstanding; change -0.04)
Holder of SVM.TO: ETF Series Solutions-U.S. Global GO GOLD and Precious Metal Miners ETF
Shares held as of 2026-03-31: 367663 (value 5518621; 0.00% of shares outstanding; change 1.00)
Holder of SVM.TO: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 504075 (value 6860460; 0.00% of shares outstanding; change 0.79)
Holder of SVM.TO: U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund
Shares held as of 2026-03-31: 250000 (value 4454999; 0.00% of shares outstanding; change 0.00)
Holder of SVM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2035566 (value 27704052; 0.01% of shares outstanding; change 1.00)
Holder of SVM.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 6653952 (value 118573422; 0.03% of shares outstanding; change -0.15)
Holder of SVM.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 785811 (value 10694887; 0.00% of shares outstanding; change 31.78)
Holder of SVM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3065726 (value 41724529; 0.01% of shares outstanding; change 13.50)
Holder of SVM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 5698300 (value 101543704; 0.03% of shares outstanding; change -0.02)
Holder of SVM.TO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 304300 (value 4567543; 0.00% of shares outstanding; change 0.01)
Holder of SVM.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 457183 (value 6222260; 0.00% of shares outstanding; change 0.56)
Holder of SVM.TO: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-04-30: 3638085 (value 54607656; 0.02% of shares outstanding; change -0.04)
Holder of SVM.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 6512513 (value 81536665; 0.03% of shares outstanding; change -0.20)
Holder of SVM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 5576414 (value 75170058; 0.03% of shares outstanding; change -0.02)
Holder of SVM.TO: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-05-31: 3188030 (value 43389087; 0.01% of shares outstanding; change -0.12)
Holder of SVM.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 6350454 (value 86429676; 0.03% of shares outstanding; change -0.02)
Holder of SVM.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 5092024 (value 69302444; 0.02% of shares outstanding; change -0.09)
Holder of SVML.L: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 7420029 (value 255991000; 0.01% of shares outstanding; change -0.02)
Holder of SVML.L: -Sprott Active Metals & Miners ETF
Shares held as of 2025-12-31: 799692 (value 27589374; 0.00% of shares outstanding; change 0.92)
Holder of SVML.L: SUNAMERICA SERIES TRUST-SA T. Rowe Price VCP Balanced Portfolio
Shares held as of 2026-01-31: 21173 (value 666949; 0.00% of shares outstanding; change -0.09)
Holder of SVML.L: T. ROWE PRICE GLOBAL ALLOCATION Fd., INC.-T. Rowe Price Global Allocat
Shares held as of 2026-01-31: 12767 (value 440461; 0.00% of shares outstanding; change 0.00)
Holder of SVML.L: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 6178049 (value 160629274; 0.01% of shares outstanding; change -0.17)
Holder of SVML.L: -Sprott Active Metals & Miners ETF
Shares held as of 2026-03-31: 1383958 (value 35982908; 0.00% of shares outstanding; change 0.73)
Holder of SVML.L: JNL Series Trust-JNL/T. Rowe Price Balanced Fund
Shares held as of 2026-03-31: 8856 (value 252396; 0.00% of shares outstanding; change 0.00)
Holder of SVML.L: T. ROWE PRICE GLOBAL ALLOCATION Fd., INC.-T. Rowe Price Global Allocat
Shares held as of 2026-03-31: 10454 (value 329301; 0.00% of shares outstanding; change -0.18)
Holder of SVML.L: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 2937828 (value 76383528; 0.00% of shares outstanding; change -0.20)
Holder of SVML.L: SUNAMERICA SERIES TRUST-SA T. Rowe Price VCP Balanced Portfolio
Shares held as of 2026-04-30: 14268 (value 370968; 0.00% of shares outstanding; change -0.33)
Holder of SVML.L: T. ROWE PRICE GLOBAL ALLOCATION Fd., INC.-T. Rowe Price Global Allocat
Shares held as of 2026-04-30: 10454 (value 271804; 0.00% of shares outstanding; change 0.00)
Holder of SVRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1482933 (value 7711251; 0.01% of shares outstanding; change 0.12)
Holder of SVRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6072561 (value 31577316; 0.03% of shares outstanding; change 0.19)
Holder of SVRA: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 798875 (value 4393812; 0.00% of shares outstanding; change 0.00)
Holder of SVRA: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-01-31: 933285 (value 5408386; 0.00% of shares outstanding; change 0.01)
Holder of SVRA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1386638 (value 8035567; 0.01% of shares outstanding; change 0.01)
Holder of SVRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 733524 (value 3821660; 0.00% of shares outstanding; change 0.03)
Holder of SVRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1511251 (value 8326993; 0.01% of shares outstanding; change 0.02)
Holder of SVRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6072561 (value 33459812; 0.03% of shares outstanding; change 0.00)
Holder of SVRA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 775563 (value 4032927; 0.00% of shares outstanding; change 0.01)
Holder of SVRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3574800 (value 18588959; 0.02% of shares outstanding; change 0.03)
Holder of SVRA: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 798875 (value 4401801; 0.00% of shares outstanding; change 0.00)
Holder of SVRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 730855 (value 4235304; 0.00% of shares outstanding; change 0.00)
Holder of SVRA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1450070 (value 7989886; 0.01% of shares outstanding; change 0.05)
Holder of SVRA: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-04-30: 927791 (value 5112128; 0.00% of shares outstanding; change -0.01)
Holder of SVRA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 3866909 (value 21267999; 0.02% of shares outstanding; change 0.09)
Holder of SVRA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 764279 (value 4428996; 0.00% of shares outstanding; change -0.01)
Holder of SVRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3434968 (value 19905639; 0.02% of shares outstanding; change -0.04)
Holder of SVRA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1197636 (value 6940300; 0.01% of shares outstanding; change 0.00)
Holder of SVRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 704716 (value 3882985; 0.00% of shares outstanding; change -0.04)
Holder of SVRA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 3885050 (value 23426852; 0.02% of shares outstanding; change 0.00)
Holder of SVRA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 773322 (value 4261004; 0.00% of shares outstanding; change 0.01)
Holder of SVRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3516761 (value 19377353; 0.02% of shares outstanding; change 0.02)
Holder of SVRA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1185292 (value 6530959; 0.01% of shares outstanding; change -0.01)
Holder of SVRA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 3184299 (value 17545488; 0.02% of shares outstanding; change -0.18)
Holder of SVRE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-03-31: 131 (value 466; 0.00% of shares outstanding; change 0.00)
Holder of SVRN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-01-31: 2 (value 22; 0.00% of shares outstanding; change 0.00)
Holder of SVRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1422 (value 12385; 0.00% of shares outstanding; change 1.00)
Holder of SVRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1422 (value 9541; 0.00% of shares outstanding; change 0.00)
Holder of SVV: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 1329100 (value 11895444; 0.01% of shares outstanding; change -0.04)
Holder of SVV: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1255092 (value 11528020; 0.01% of shares outstanding; change -0.23)
Holder of SVV: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1565556 (value 14011725; 0.01% of shares outstanding; change 0.10)
Holder of SVV: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2868340 (value 25671642; 0.02% of shares outstanding; change -0.02)
Holder of SVV: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1730982 (value 15899070; 0.01% of shares outstanding; change -0.34)
Holder of SVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 887600 (value 7944019; 0.01% of shares outstanding; change -0.04)
Holder of SVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1215670 (value 10880246; 0.01% of shares outstanding; change 0.00)
Holder of SVV: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 765690 (value 7450163; 0.01% of shares outstanding; change 0.03)
Holder of SVV: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 1237031 (value 11269351; 0.01% of shares outstanding; change -0.07)
Holder of SVV: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1197319 (value 10907575; 0.01% of shares outstanding; change -0.05)
Holder of SVV: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1586468 (value 14452722; 0.01% of shares outstanding; change -0.46)
Holder of SVV: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 1431270 (value 13038869; 0.01% of shares outstanding; change -0.09)
Holder of SVV: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2549473 (value 23225698; 0.02% of shares outstanding; change -0.11)
Holder of SVV: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1634844 (value 14893428; 0.01% of shares outstanding; change -0.06)
Holder of SVV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 889819 (value 8106250; 0.01% of shares outstanding; change 0.00)
Holder of SVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1215670 (value 11074753; 0.01% of shares outstanding; change 0.00)
Holder of SVV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 921916 (value 8251148; 0.01% of shares outstanding; change -0.02)
Holder of SVV: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 600700 (value 5472376; 0.00% of shares outstanding; change 0.00)
Holder of SVV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 915670 (value 8909468; 0.01% of shares outstanding; change -0.01)
Holder of SVV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 924362 (value 8420937; 0.01% of shares outstanding; change 0.01)
Holder of SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 10312263 (value 420946572; 0.02% of shares outstanding; change -0.06)
Holder of SW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13168907 (value 541900543; 0.03% of shares outstanding; change 0.02)
Holder of SW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 11841346 (value 487271405; 0.02% of shares outstanding; change -0.04)
Holder of SW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 7640322 (value 314399261; 0.01% of shares outstanding; change -0.04)
Holder of SW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 16451955 (value 676997973; 0.03% of shares outstanding; change 0.00)
Holder of SW: Capital Income Builder
Shares held as of 2026-03-31: 9030709 (value 403627535; 0.02% of shares outstanding; change -0.17)
Holder of SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 10510026 (value 510366876; 0.02% of shares outstanding; change 0.02)
Holder of SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6671453 (value 274530301; 0.01% of shares outstanding; change 0.00)
Holder of SW: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 10341247 (value 457393350; 0.02% of shares outstanding; change 1.00)
Holder of SW: Income Fund of America
Shares held as of 2026-03-31: 12472417 (value 557454674; 0.02% of shares outstanding; change 0.19)
Holder of SW: Investment Co of America
Shares held as of 2026-03-31: 10341247 (value 458117234; 0.02% of shares outstanding; change 1.00)
Holder of SW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13275747 (value 644670292; 0.03% of shares outstanding; change 0.01)
Holder of SW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 12043565 (value 584835532; 0.02% of shares outstanding; change 0.02)
Holder of SW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 7669134 (value 372413157; 0.01% of shares outstanding; change 0.00)
Holder of SW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16617146 (value 806928632; 0.03% of shares outstanding; change 0.01)
Holder of SW: Capital Income Builder
Shares held as of 2026-04-30: 9030709 (value 400060401; 0.02% of shares outstanding; change 0.00)
Holder of SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6694531 (value 299212061; 0.01% of shares outstanding; change 0.00)
Holder of SW: Income Fund of America
Shares held as of 2026-04-30: 12472417 (value 605660586; 0.02% of shares outstanding; change 0.00)
Holder of SW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6750303 (value 301704790; 0.01% of shares outstanding; change 0.00)
Holder of SW: Capital Group Dividend Value ETF
Shares held as of 2026-05-31: 8775151 (value 426121344; 0.02% of shares outstanding; change 1.00)
Holder of SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6685175 (value 296153247; 0.01% of shares outstanding; change 0.00)
Holder of SW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6875963 (value 333896772; 0.01% of shares outstanding; change 0.02)
Holder of SW: Capital Income Builder
Shares held as of 2026-06-30: 8955344 (value 434871516; 0.02% of shares outstanding; change -0.01)
Holder of SW: Investment Co of America
Shares held as of 2026-06-30: 11827587 (value 574347640; 0.02% of shares outstanding; change 0.14)