speb/financial-data huggingface dataset:
Holder of OII: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 1597821 (value 84253100; 0.02% of shares outstanding; change -0.08)
Holder of OIM: AQR Funds-AQR Diversified Arbitrage Fund
Shares held as of 2026-03-31: 170748 (value 1729677; 0.01% of shares outstanding; change 1.00)
Holder of OIM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7807 (value 78226; 0.00% of shares outstanding; change 1.00)
Holder of OIM: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 100000 (value 1013000; 0.00% of shares outstanding; change 1.00)
Holder of OIM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11213 (value 112578; 0.00% of shares outstanding; change 0.44)
Holder of OIM: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 3 (value 30; 0.00% of shares outstanding; change 1.00)
Holder of OIM: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 1 (value 10; 0.00% of shares outstanding; change 1.00)
Holder of OIM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11213 (value 113587; 0.00% of shares outstanding; change 0.00)
Holder of OIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11052 (value 21330; 0.00% of shares outstanding; change 0.00)
Holder of OIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11053 (value 25311; 0.00% of shares outstanding; change 0.00)
Holder of OIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11054 (value 21886; 0.00% of shares outstanding; change 0.00)
Holder of OIS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 592722 (value 5038137; 0.01% of shares outstanding; change -0.09)
Holder of OIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1728996 (value 14696466; 0.03% of shares outstanding; change -0.08)
Holder of OIS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 784749 (value 6238754; 0.01% of shares outstanding; change 0.00)
Holder of OIS: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 2265850 (value 18013507; 0.04% of shares outstanding; change -0.01)
Holder of OIS: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 476610 (value 3789049; 0.01% of shares outstanding; change -0.02)
Holder of OIS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 550092 (value 4373231; 0.01% of shares outstanding; change 0.01)
Holder of OIS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 747643 (value 6482064; 0.01% of shares outstanding; change 0.31)
Holder of OIS: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 629797 (value 5460340; 0.01% of shares outstanding; change 0.05)
Holder of OIS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 627263 (value 5438370; 0.01% of shares outstanding; change 0.06)
Holder of OIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1728996 (value 14990395; 0.03% of shares outstanding; change 0.00)
Holder of OIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1385234 (value 11774489; 0.02% of shares outstanding; change -0.03)
Holder of OIS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 480920 (value 4087820; 0.01% of shares outstanding; change -0.02)
Holder of OIS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1608148 (value 13058161; 0.03% of shares outstanding; change 0.09)
Holder of OIS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 784749 (value 6803773; 0.01% of shares outstanding; change 0.00)
Holder of OIS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 556439 (value 4824326; 0.01% of shares outstanding; change 0.01)
Holder of OIS: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 1757316 (value 15235929; 0.03% of shares outstanding; change -0.22)
Holder of OIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1330981 (value 10581298; 0.02% of shares outstanding; change -0.04)
Holder of OIS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1719485 (value 13669905; 0.03% of shares outstanding; change 0.07)
Holder of OIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1343648 (value 11649428; 0.02% of shares outstanding; change 0.01)
Holder of OIS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 495037 (value 4123658; 0.01% of shares outstanding; change 0.04)
Holder of OIS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1805909 (value 15657231; 0.03% of shares outstanding; change 0.05)
Holder of OIS: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Equipment & Services E
Shares held as of 2026-06-30: 607981 (value 5271195; 0.01% of shares outstanding; change 0.51)
Holder of OKE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 15867969 (value 1331957356; 0.03% of shares outstanding; change 0.02)
Holder of OKE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 19762273 (value 1658845243; 0.03% of shares outstanding; change 0.00)
Holder of OKE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 8222844 (value 699188415; 0.01% of shares outstanding; change 0.45)
Holder of OKE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 19426614 (value 1809783431; 0.03% of shares outstanding; change 0.08)
Holder of OKE: Capital Income Builder
Shares held as of 2026-03-31: 6369693 (value 541614988; 0.01% of shares outstanding; change 0.73)
Holder of OKE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8035773 (value 674522805; 0.01% of shares outstanding; change 0.00)
Holder of OKE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15989646 (value 1489595479; 0.03% of shares outstanding; change 0.01)
Holder of OKE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 13601544 (value 1267119888; 0.02% of shares outstanding; change -0.01)
Holder of OKE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 19993161 (value 1862562951; 0.03% of shares outstanding; change 0.01)
Holder of OKE: Capital Income Builder
Shares held as of 2026-04-30: 6399893 (value 598517971; 0.01% of shares outstanding; change 0.00)
Holder of OKE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 8063518 (value 685640925; 0.01% of shares outstanding; change 0.00)
Holder of OKE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 8222844 (value 766040177; 0.01% of shares outstanding; change 0.00)
Holder of OKE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 14258667 (value 1258327362; 0.02% of shares outstanding; change -0.02)
Holder of OKE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7516448 (value 663326536; 0.01% of shares outstanding; change 0.03)
Holder of OKE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8138836 (value 692045215; 0.01% of shares outstanding; change 0.01)
Holder of OKE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 8052294 (value 750151738; 0.01% of shares outstanding; change 0.00)
Holder of OKE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 13948482 (value 1254247475; 0.02% of shares outstanding; change -0.02)
Holder of OKE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7590014 (value 682494044; 0.01% of shares outstanding; change 0.01)
Holder of OKE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 8290040 (value 772300156; 0.01% of shares outstanding; change 0.02)
Holder of OKE: Capital Income Builder
Shares held as of 2026-06-30: 6621448 (value 616854119; 0.01% of shares outstanding; change 0.03)
Holder of OKE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 15634435 (value 1456504021; 0.02% of shares outstanding; change 0.12)
Holder of OKE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7614605 (value 709376629; 0.01% of shares outstanding; change 0.00)
Holder of OKLO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1330430 (value 88979154; 0.01% of shares outstanding; change 0.07)
Holder of OKLO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1494398 (value 99945334; 0.01% of shares outstanding; change -0.03)
Holder of OKLO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2646139 (value 176973769; 0.02% of shares outstanding; change -0.04)
Holder of OKLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3680286 (value 246137517; 0.02% of shares outstanding; change 0.00)
Holder of OKLO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1064522 (value 65116808; 0.01% of shares outstanding; change 0.01)
Holder of OKLO: VANGUARD WORLD FUND-Vanguard Utilities Index Fund
Shares held as of 2026-02-28: 753457 (value 30326644; 0.00% of shares outstanding; change 0.02)
Holder of OKLO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1378382 (value 55479875; 0.01% of shares outstanding; change 0.04)
Holder of OKLO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1715300 (value 69040825; 0.01% of shares outstanding; change 0.15)
Holder of OKLO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3062264 (value 123256126; 0.02% of shares outstanding; change 0.16)
Holder of OKLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4218953 (value 169812858; 0.02% of shares outstanding; change 0.15)
Holder of OKLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2982821 (value 199491060; 0.02% of shares outstanding; change 0.13)
Holder of OKLO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 802154 (value 53648057; 0.00% of shares outstanding; change 0.11)
Holder of OKLO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1207545 (value 48603686; 0.01% of shares outstanding; change 0.13)
Holder of OKLO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 7846666 (value 455812829; 0.05% of shares outstanding; change 0.02)
Holder of OKLO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 3593406 (value 208740955; 0.02% of shares outstanding; change 0.03)
Holder of OKLO: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-04-30: 4874441 (value 298169547; 0.03% of shares outstanding; change 0.00)
Holder of OKLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2874160 (value 175812361; 0.02% of shares outstanding; change -0.04)
Holder of OKLO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 797086 (value 48757749; 0.00% of shares outstanding; change -0.01)
Holder of OKLO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 7787306 (value 320136154; 0.04% of shares outstanding; change -0.01)
Holder of OKLO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 3699211 (value 180706451; 0.02% of shares outstanding; change 0.03)
Holder of OKLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2920330 (value 117543282; 0.02% of shares outstanding; change 0.02)
Holder of OKLO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 810708 (value 32630997; 0.00% of shares outstanding; change 0.02)
Holder of OKLO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 7709566 (value 310310031; 0.04% of shares outstanding; change -0.01)
Holder of OKLO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 4198503 (value 168989745; 0.02% of shares outstanding; change 0.14)
Holder of OKTA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1815600 (value 223809005; 0.01% of shares outstanding; change 0.02)
Holder of OKTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2156523 (value 265834582; 0.01% of shares outstanding; change 0.93)
Holder of OKTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3822706 (value 471224955; 0.02% of shares outstanding; change 0.91)
Holder of OKTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5312379 (value 654856941; 0.03% of shares outstanding; change 0.00)
Holder of OKTA: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 1658649 (value 229722886; 0.01% of shares outstanding; change 0.00)
Holder of OKTA: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2263548 (value 313501398; 0.01% of shares outstanding; change 0.03)
Holder of OKTA: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 2249900 (value 267108130; 0.01% of shares outstanding; change 0.00)
Holder of OKTA: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-03-31: 4896747 (value 603621986; 0.03% of shares outstanding; change 0.17)
Holder of OKTA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1891490 (value 261971365; 0.01% of shares outstanding; change 0.04)
Holder of OKTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2186669 (value 302853656; 0.01% of shares outstanding; change 0.01)
Holder of OKTA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3907367 (value 541170329; 0.02% of shares outstanding; change 0.02)
Holder of OKTA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5366903 (value 743316065; 0.03% of shares outstanding; change 0.01)
Holder of OKTA: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 2249900 (value 336022578; 0.01% of shares outstanding; change 0.00)
Holder of OKTA: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-04-30: 6060047 (value 704177442; 0.04% of shares outstanding; change 0.24)
Holder of OKTA: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 3258763 (value 386880347; 0.02% of shares outstanding; change 0.00)
Holder of OKTA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5720715 (value 673957420; 0.03% of shares outstanding; change 0.02)
Holder of OKTA: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 2249900 (value 311611150; 0.01% of shares outstanding; change 0.00)
Holder of OKTA: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-05-31: 6060047 (value 839316509; 0.04% of shares outstanding; change 0.00)
Holder of OKTA: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 3317029 (value 459408516; 0.02% of shares outstanding; change 0.02)
Holder of OKTA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5748755 (value 796202567; 0.03% of shares outstanding; change 0.00)
Holder of OKUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 72316 (value 303727; 0.00% of shares outstanding; change -0.37)
Holder of OKUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 510161 (value 2142676; 0.01% of shares outstanding; change 0.00)
Holder of OKUR: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 16293 (value 67127; 0.00% of shares outstanding; change 1.00)
Holder of OKUR: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 1762 (value 7876; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 42102 (value 176407; 0.00% of shares outstanding; change 0.13)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12944 (value 54235; 0.00% of shares outstanding; change 10.91)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11068 (value 46374; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 17178 (value 71975; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 72316 (value 297941; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 510161 (value 2101863; 0.01% of shares outstanding; change 0.00)
Holder of OKUR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 27825 (value 116586; 0.00% of shares outstanding; change -0.01)
Holder of OKUR: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 5404 (value 22642; 0.00% of shares outstanding; change 1.00)
Holder of OKUR: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 21147 (value 87125; 0.00% of shares outstanding; change 1.00)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 41949 (value 187512; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 12944 (value 57859; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11068 (value 49473; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 17178 (value 76785; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 28008 (value 125195; 0.00% of shares outstanding; change 0.01)
Holder of OKUR: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 9299 (value 41566; 0.00% of shares outstanding; change 0.72)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 36530 (value 150503; 0.00% of shares outstanding; change -0.13)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12944 (value 53329; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10081 (value 42340; 0.00% of shares outstanding; change -0.09)
Holder of OKUR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 17178 (value 70773; 0.00% of shares outstanding; change 0.00)
Holder of OKUR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 27642 (value 113885; 0.00% of shares outstanding; change -0.01)
Holder of OKUR: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 22573 (value 93000; 0.00% of shares outstanding; change 1.43)
Holder of OKUR: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 12029 (value 49559; 0.00% of shares outstanding; change 1.00)
Holder of OKYO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12090 (value 19585; 0.00% of shares outstanding; change 0.00)
Holder of OKYO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 12090 (value 19223; 0.00% of shares outstanding; change 0.00)
Holder of OKYO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12090 (value 18739; 0.00% of shares outstanding; change 0.00)
Holder of OL6.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2749368 (value 160563095; 0.05% of shares outstanding; change 0.97)
Holder of OL6.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 683919 (value 39940870; 0.01% of shares outstanding; change 0.04)
Holder of OL6.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 790612 (value 46171742; 0.01% of shares outstanding; change 0.01)
Holder of OL6.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1414225 (value 82590742; 0.02% of shares outstanding; change 0.02)
Holder of OL6.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1953625 (value 114091702; 0.03% of shares outstanding; change 0.01)
Holder of OL6.DE: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 605262 (value 35347301; 0.01% of shares outstanding; change -0.07)
Holder of OL6.DE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 2291235 (value 133808127; 0.04% of shares outstanding; change 0.02)
Holder of OL6.DE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 639873 (value 37368584; 0.01% of shares outstanding; change 0.01)
Holder of OL6.DE: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 534137 (value 29698016; 0.01% of shares outstanding; change -0.02)
Holder of OL6.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2080694 (value 121512532; 0.03% of shares outstanding; change 0.00)
Holder of OL6.DE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 731432 (value 42715629; 0.01% of shares outstanding; change 1.00)
Holder of OLA.TO: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-01-31: 4695667 (value 68509782; 0.01% of shares outstanding; change -0.28)
Holder of OLA.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 4921364 (value 71802701; 0.01% of shares outstanding; change -0.01)
Holder of OLA.TO: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 3361351 (value 43932856; 0.01% of shares outstanding; change 6.60)
Holder of OLA.TO: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 6200000 (value 81033998; 0.02% of shares outstanding; change 0.00)
Holder of OLA.TO: Fidelity Contrafund
Shares held as of 2026-03-31: 3421706 (value 58271655; 0.01% of shares outstanding; change -0.17)
Holder of OLA.TO: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-03-31: 6207203 (value 105708671; 0.02% of shares outstanding; change 0.00)
Holder of OLA.TO: Fidelity Contrafund-Fidelity Series Opportunistic Insights Fund
Shares held as of 2026-03-31: 4274952 (value 72802435; 0.01% of shares outstanding; change 0.28)
Holder of OLA.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 7290752 (value 124161511; 0.02% of shares outstanding; change 0.10)
Holder of OLA.TO: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-03-31: 3564567 (value 60704578; 0.01% of shares outstanding; change 0.00)
Holder of OLA.TO: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-04-30: 5452403 (value 79550560; 0.02% of shares outstanding; change -0.12)
Holder of OLA.TO: Fidelity Contrafund-Fidelity Series Opportunistic Insights Fund
Shares held as of 2026-04-30: 3831852 (value 55906721; 0.01% of shares outstanding; change -0.10)
Holder of OLA.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 7290752 (value 106372072; 0.02% of shares outstanding; change 0.00)
Holder of OLA.TO: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-04-30: 4695667 (value 61372366; 0.01% of shares outstanding; change 0.00)
Holder of OLA.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 4871364 (value 63668725; 0.01% of shares outstanding; change -0.01)
Holder of OLA.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4390139 (value 57379115; 0.01% of shares outstanding; change 0.55)
Holder of OLA.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 11070707 (value 188534147; 0.03% of shares outstanding; change 0.00)
Holder of OLA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 6221673 (value 105955095; 0.02% of shares outstanding; change -0.02)
Holder of OLA.TO: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-04-30: 3340767 (value 48741791; 0.01% of shares outstanding; change -0.06)
Holder of OLA.TO: Fidelity Contrafund
Shares held as of 2026-05-31: 3060714 (value 40003531; 0.01% of shares outstanding; change 0.00)
Holder of OLA.TO: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-05-31: 4060403 (value 53069465; 0.01% of shares outstanding; change -0.26)
Holder of OLA.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 5457252 (value 71326281; 0.02% of shares outstanding; change -0.25)
Holder of OLA.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 10932350 (value 142885811; 0.03% of shares outstanding; change -0.01)
Holder of OLA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 6088621 (value 83901195; 0.02% of shares outstanding; change -0.02)
Holder of OLA.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 5627416 (value 73550325; 0.02% of shares outstanding; change -0.08)
Holder of OLB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 7750 (value 3813; 0.00% of shares outstanding; change 0.00)
Holder of OLB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 105737 (value 48216; 0.01% of shares outstanding; change 9.66)
Holder of OLB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2330 (value 1062; 0.00% of shares outstanding; change 0.00)
Holder of OLB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7750 (value 2435; 0.00% of shares outstanding; change 0.00)
Holder of OLB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 105352 (value 41866; 0.01% of shares outstanding; change 0.00)
Holder of OLB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2330 (value 925; 0.00% of shares outstanding; change 0.00)
Holder of OLB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 94813 (value 29799; 0.01% of shares outstanding; change -0.10)
Holder of OLB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2330 (value 732; 0.00% of shares outstanding; change 0.00)
Holder of OLED: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 476527 (value 43897668; 0.01% of shares outstanding; change 0.01)
Holder of OLED: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 577336 (value 53184193; 0.01% of shares outstanding; change -0.04)
Holder of OLED: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1024862 (value 94410290; 0.02% of shares outstanding; change -0.04)
Holder of OLED: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1424613 (value 131235353; 0.03% of shares outstanding; change 0.00)
Holder of OLED: Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund
Shares held as of 2025-12-31: 481694 (value 44373652; 0.01% of shares outstanding; change -0.14)
Holder of OLED: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 997694 (value 79087200; 0.02% of shares outstanding; change 0.03)
Holder of OLED: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 726324 (value 64599258; 0.02% of shares outstanding; change 0.00)
Holder of OLED: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1109235 (value 87929054; 0.02% of shares outstanding; change -0.01)
Holder of OLED: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 493237 (value 39098895; 0.01% of shares outstanding; change 0.04)
Holder of OLED: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 576685 (value 45713818; 0.01% of shares outstanding; change 0.00)
Holder of OLED: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1031582 (value 81773501; 0.02% of shares outstanding; change 0.01)
Holder of OLED: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1405056 (value 111378784; 0.03% of shares outstanding; change -0.01)
Holder of OLED: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 705219 (value 60726408; 0.02% of shares outstanding; change 0.01)
Holder of OLED: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 726324 (value 57575701; 0.02% of shares outstanding; change 0.00)
Holder of OLED: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-04-30: 474451 (value 40854975; 0.01% of shares outstanding; change 0.04)
Holder of OLED: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1493879 (value 132865601; 0.03% of shares outstanding; change 0.02)
Holder of OLED: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 712438 (value 57123279; 0.02% of shares outstanding; change 0.01)
Holder of OLED: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-05-31: 504533 (value 40887354; 0.01% of shares outstanding; change 0.06)
Holder of OLED: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1499950 (value 118901031; 0.03% of shares outstanding; change 0.00)
Holder of OLED: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 833749 (value 66091280; 0.02% of shares outstanding; change 0.17)
Holder of OLED: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 833539 (value 66074633; 0.02% of shares outstanding; change 0.65)
Holder of OLLI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 660767 (value 53938408; 0.01% of shares outstanding; change 0.01)
Holder of OLLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 785501 (value 64120444; 0.01% of shares outstanding; change -0.03)
Holder of OLLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1390513 (value 113507572; 0.02% of shares outstanding; change -0.04)
Holder of OLLI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1935670 (value 158008736; 0.03% of shares outstanding; change 0.00)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 2251735 (value 172708067; 0.04% of shares outstanding; change 0.00)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 634987 (value 48703500; 0.01% of shares outstanding; change -0.01)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 560337 (value 42977846; 0.01% of shares outstanding; change 0.00)
Holder of OLLI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2749368 (value 182310585; 0.05% of shares outstanding; change 0.97)
Holder of OLLI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 683919 (value 45350667; 0.01% of shares outstanding; change 0.04)
Holder of OLLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 790612 (value 52425479; 0.01% of shares outstanding; change 0.01)
Holder of OLLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1414225 (value 93777256; 0.02% of shares outstanding; change 0.02)
Holder of OLLI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1953625 (value 129544868; 0.03% of shares outstanding; change 0.01)
Holder of OLLI: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 605262 (value 40134921; 0.01% of shares outstanding; change -0.07)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 2251735 (value 163937567; 0.04% of shares outstanding; change 0.00)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 632953 (value 46082143; 0.01% of shares outstanding; change 0.00)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 543137 (value 39543089; 0.01% of shares outstanding; change -0.03)
Holder of OLLI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2071749 (value 159338223; 0.03% of shares outstanding; change 0.02)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 2291235 (value 151931787; 0.04% of shares outstanding; change 0.02)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 639873 (value 42429977; 0.01% of shares outstanding; change 0.01)
Holder of OLLI: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 534137 (value 35525453; 0.01% of shares outstanding; change -0.02)
Holder of OLLI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2080694 (value 137970814; 0.03% of shares outstanding; change 0.00)
Holder of OLLI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 731432 (value 48501254; 0.01% of shares outstanding; change 1.00)
Holder of OLMA: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 825139 (value 8507183; 0.01% of shares outstanding; change 1.00)
Holder of OLMA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2232354 (value 29444748; 0.03% of shares outstanding; change 0.14)
Holder of OLMA: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 777200 (value 10251267; 0.01% of shares outstanding; change -0.01)
Holder of OLMA: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 750000 (value 9892499; 0.01% of shares outstanding; change 0.09)
Holder of OLMA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1110900 (value 11453379; 0.01% of shares outstanding; change 19.57)
Holder of OLMA: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 693100 (value 7145861; 0.01% of shares outstanding; change 0.00)
Holder of OLMA: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 1500000 (value 19784999; 0.02% of shares outstanding; change 0.11)
Holder of OLMA: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 669297 (value 7830774; 0.01% of shares outstanding; change 0.00)
Holder of OLMA: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 649181 (value 6595678; 0.01% of shares outstanding; change -0.21)
Holder of OLMA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2427390 (value 28400462; 0.03% of shares outstanding; change 0.09)
Holder of OLMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1700172 (value 22425267; 0.02% of shares outstanding; change 0.17)
Holder of OLMA: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 777200 (value 7896351; 0.01% of shares outstanding; change 0.00)
Holder of OLMA: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 750000 (value 7619999; 0.01% of shares outstanding; change 0.00)
Holder of OLMA: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 738800 (value 8643959; 0.01% of shares outstanding; change 0.31)
Holder of OLMA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1110900 (value 11286743; 0.01% of shares outstanding; change 0.00)
Holder of OLMA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 691170 (value 8086688; 0.01% of shares outstanding; change 0.19)
Holder of OLMA: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 628100 (value 6381495; 0.01% of shares outstanding; change -0.09)
Holder of OLMA: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 1500000 (value 15239999; 0.02% of shares outstanding; change 0.00)
Holder of OLMA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2731514 (value 25976698; 0.03% of shares outstanding; change 0.11)
Holder of OLMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1650972 (value 16773875; 0.02% of shares outstanding; change -0.03)
Holder of OLMA: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 777200 (value 9093239; 0.01% of shares outstanding; change 0.00)
Holder of OLMA: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 750000 (value 8774999; 0.01% of shares outstanding; change 0.00)
Holder of OLMA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1127200 (value 13188239; 0.01% of shares outstanding; change 0.01)
Holder of OLMA: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 1500000 (value 17549999; 0.02% of shares outstanding; change 0.00)
Holder of OLMA: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-05-31: 665222 (value 6758655; 0.01% of shares outstanding; change -0.01)
Holder of OLMA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2736450 (value 32591119; 0.03% of shares outstanding; change 0.00)
Holder of OLMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1666660 (value 19499921; 0.02% of shares outstanding; change 0.01)
Holder of OLMA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2706903 (value 31670764; 0.03% of shares outstanding; change -0.01)
Holder of OLN: AMG Funds-AMG Yacktman Fund
Shares held as of 2025-12-31: 2205000 (value 57043351; 0.02% of shares outstanding; change 0.00)
Holder of OLN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 4710659 (value 121864752; 0.04% of shares outstanding; change -0.10)
Holder of OLN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1234224 (value 31929375; 0.01% of shares outstanding; change 0.01)
Holder of OLN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2586156 (value 66903857; 0.02% of shares outstanding; change -0.05)
Holder of OLN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1669777 (value 43197132; 0.01% of shares outstanding; change -0.04)
Holder of OLN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3646843 (value 94343831; 0.03% of shares outstanding; change -0.01)
Holder of OLN: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 1285722 (value 28298741; 0.01% of shares outstanding; change 0.13)
Holder of OLN: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 2408817 (value 53018062; 0.02% of shares outstanding; change 0.26)
Holder of OLN: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 5007700 (value 110219478; 0.04% of shares outstanding; change 0.09)
Holder of OLN: AMG Funds-AMG Yacktman Fund
Shares held as of 2026-03-31: 2205000 (value 51156001; 0.02% of shares outstanding; change 0.00)
Holder of OLN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 3911130 (value 90738218; 0.03% of shares outstanding; change -0.17)
Holder of OLN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1266518 (value 29383218; 0.01% of shares outstanding; change 0.03)
Holder of OLN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2617700 (value 60730641; 0.02% of shares outstanding; change 0.01)
Holder of OLN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1668529 (value 38709874; 0.01% of shares outstanding; change 0.00)
Holder of OLN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3565756 (value 82725541; 0.03% of shares outstanding; change -0.02)
Holder of OLN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1231241 (value 28564792; 0.01% of shares outstanding; change 0.50)
Holder of OLN: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 2055195 (value 47680525; 0.02% of shares outstanding; change -0.15)
Holder of OLN: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 5007700 (value 116178643; 0.04% of shares outstanding; change 0.00)
Holder of OLN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3831118 (value 84322908; 0.03% of shares outstanding; change 0.02)
Holder of OLN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3854471 (value 89423730; 0.03% of shares outstanding; change 0.01)
Holder of OLOX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 96 (value 841; 0.00% of shares outstanding; change 0.00)
Holder of OLOX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 4019 (value 30423; 0.00% of shares outstanding; change 2.44)
Holder of OLOX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 782 (value 5919; 0.00% of shares outstanding; change 59.15)
Holder of OLOX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1753 (value 9080; 0.00% of shares outstanding; change 17.26)
Holder of OLOX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 40185 (value 243521; 0.00% of shares outstanding; change 9.00)
Holder of OLOX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7820 (value 47389; 0.00% of shares outstanding; change 9.00)
Holder of OLOX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4018 (value 20813; 0.00% of shares outstanding; change -0.90)
Holder of OLOX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 782 (value 4050; 0.00% of shares outstanding; change -0.90)
Holder of OLP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 172699 (value 4067061; 0.01% of shares outstanding; change -0.03)
Holder of OLP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 528795 (value 12453121; 0.02% of shares outstanding; change 0.00)
Holder of OLP: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-01-31: 85292 (value 2046155; 0.00% of shares outstanding; change -0.05)
Holder of OLP: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 106089 (value 2545075; 0.00% of shares outstanding; change -0.06)
Holder of OLP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 603159 (value 14469784; 0.03% of shares outstanding; change -0.06)
Holder of OLP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 197077 (value 4727877; 0.01% of shares outstanding; change 0.01)
Holder of OLP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 91044 (value 2287935; 0.00% of shares outstanding; change 0.01)
Holder of OLP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 91677 (value 2204831; 0.00% of shares outstanding; change 0.00)
Holder of OLP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 186298 (value 4681668; 0.01% of shares outstanding; change 0.08)
Holder of OLP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 528795 (value 13288617; 0.02% of shares outstanding; change 0.00)
Holder of OLP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 444934 (value 10478195; 0.02% of shares outstanding; change 0.02)
Holder of OLP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 158647 (value 3736136; 0.01% of shares outstanding; change 0.00)
Holder of OLP: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-04-30: 85292 (value 2143387; 0.00% of shares outstanding; change 0.00)
Holder of OLP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 91343 (value 2191318; 0.00% of shares outstanding; change 0.00)
Holder of OLP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 199514 (value 5013786; 0.01% of shares outstanding; change 0.01)
Holder of OLP: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 106089 (value 2666016; 0.00% of shares outstanding; change 0.00)
Holder of OLP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 601790 (value 15122982; 0.03% of shares outstanding; change 0.00)
Holder of OLP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 427455 (value 10254645; 0.02% of shares outstanding; change -0.04)
Holder of OLP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 156832 (value 3762399; 0.01% of shares outstanding; change -0.01)
Holder of OLP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 91343 (value 2295449; 0.00% of shares outstanding; change 0.00)
Holder of OLP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 431536 (value 10844499; 0.02% of shares outstanding; change 0.01)
Holder of OLP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 158163 (value 3974636; 0.01% of shares outstanding; change 0.01)
Holder of OLPX: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 4769382 (value 9729539; 0.01% of shares outstanding; change 0.00)