speb/financial-data huggingface dataset:
Holder of TBLA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 405631 (value 1843592; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 412964 (value 1990486; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 602812 (value 2833216; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 388182 (value 1824455; 0.00% of shares outstanding; change -0.04)
Holder of TBLA: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 248972 (value 1200045; 0.00% of shares outstanding; change 1.00)
Holder of TBLA: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 602812 (value 2905553; 0.00% of shares outstanding; change 0.00)
Holder of TBLA: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 385748 (value 1859305; 0.00% of shares outstanding; change -0.01)
Holder of TBLD: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 66 (value 1497; 0.00% of shares outstanding; change 1.00)
Holder of TBLD: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 148 (value 3358; 0.00% of shares outstanding; change 1.00)
Holder of TBLD: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 40 (value 871; 0.00% of shares outstanding; change -0.39)
Holder of TBLD: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 107 (value 2330; 0.00% of shares outstanding; change -0.28)
Holder of TBN: -Cohen & Steers Natural Resources Active ETF
Shares held as of 2025-12-31: 9093 (value 305615; 0.00% of shares outstanding; change 1.00)
Holder of TBN: Cohen & Steers Real Assets Fund, Inc.
Shares held as of 2025-12-31: 46578 (value 1565486; 0.00% of shares outstanding; change 1.00)
Holder of TBN: John Hancock Investment Trust-Diversified Real Assets Fund
Shares held as of 2025-12-31: 11866 (value 398816; 0.00% of shares outstanding; change 1.00)
Holder of TBN: Franklin Strategic Series-FRANKLIN NATURAL RESOURCES FUND
Shares held as of 2026-01-31: 45074 (value 1578040; 0.00% of shares outstanding; change 0.00)
Holder of TBN: Reaves Utility Income Fund
Shares held as of 2026-01-31: 100000 (value 3500999; 0.00% of shares outstanding; change 0.00)
Holder of TBN: Cohen & Steers Future of Energy Fd., INC-Cohen & Steers Future of Ener
Shares held as of 2026-02-28: 36166 (value 1236515; 0.00% of shares outstanding; change 0.20)
Holder of TBN: -Cohen & Steers Natural Resources Active ETF
Shares held as of 2026-03-31: 12614 (value 431272; 0.00% of shares outstanding; change 0.39)
Holder of TBN: American Century ETF Trust-Avantis U.S. Small Cap Equity Fund
Shares held as of 2026-03-31: 1803 (value 63123; 0.00% of shares outstanding; change 0.00)
Holder of TBN: Cohen & Steers Real Assets Fund, Inc.
Shares held as of 2026-03-31: 44672 (value 1527335; 0.00% of shares outstanding; change -0.04)
Holder of TBN: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 4774 (value 163223; 0.00% of shares outstanding; change 0.47)
Holder of TBN: Gabelli Dividend & Income Trust
Shares held as of 2026-03-31: 2200 (value 77021; 0.00% of shares outstanding; change 0.00)
Holder of TBN: John Hancock Investment Trust-Diversified Real Assets Fund
Shares held as of 2026-03-31: 15224 (value 520508; 0.00% of shares outstanding; change 0.28)
Holder of TBN: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 16763 (value 589889; 0.00% of shares outstanding; change 0.14)
Holder of TBN: Franklin Strategic Series-FRANKLIN NATURAL RESOURCES FUND
Shares held as of 2026-04-30: 65400 (value 2236025; 0.00% of shares outstanding; change 0.45)
Holder of TBN: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 18063 (value 617573; 0.00% of shares outstanding; change 1.00)
Holder of TBN: Reaves Utility Income Fund
Shares held as of 2026-04-30: 615001 (value 21026883; 0.02% of shares outstanding; change 5.15)
Holder of TBN: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 24697 (value 864641; 0.00% of shares outstanding; change 0.47)
Holder of TBN: FIDELITY COVINGTON TRUST-Fidelity MSCI Energy Index ETF
Shares held as of 2026-05-31: 6571 (value 224662; 0.00% of shares outstanding; change 1.00)
Holder of TBN: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 26465 (value 904838; 0.00% of shares outstanding; change 0.07)
Holder of TBN.AX: College Retirement Equities Fund-Global Equities Account
Shares held as of 2023-09-30: 93879773 (value 23000544; 0.05% of shares outstanding; change 1.00)
Holder of TBN.AX: College Retirement Equities Fund-Stock Account
Shares held as of 2023-09-30: 28271813 (value 6926594; 0.01% of shares outstanding; change -0.03)
Holder of TBPH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 401180 (value 6442950; 0.01% of shares outstanding; change -0.02)
Holder of TBPH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1239612 (value 19908168; 0.02% of shares outstanding; change 0.08)
Holder of TBPH: Janus Detroit Street Trust-Janus Henderson Small Cap Growth Alpha ETF
Shares held as of 2026-01-31: 216466 (value 3664769; 0.00% of shares outstanding; change 0.73)
Holder of TBPH: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-01-31: 326686 (value 5530794; 0.01% of shares outstanding; change 1.00)
Holder of TBPH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 370114 (value 6266030; 0.01% of shares outstanding; change 0.01)
Holder of TBPH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 413723 (value 6975370; 0.01% of shares outstanding; change 0.03)
Holder of TBPH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1324682 (value 22334139; 0.03% of shares outstanding; change 0.07)
Holder of TBPH: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 353652 (value 5679650; 0.01% of shares outstanding; change 0.00)
Holder of TBPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 938715 (value 15075762; 0.02% of shares outstanding; change 0.02)
Holder of TBPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 229213 (value 3864531; 0.00% of shares outstanding; change 0.27)
Holder of TBPH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 380142 (value 6409194; 0.01% of shares outstanding; change 0.03)
Holder of TBPH: Invesco Exchange-Traded Fund Trust-Invesco Biotechnology & Genome ETF
Shares held as of 2026-04-30: 368704 (value 6024623; 0.01% of shares outstanding; change 0.00)
Holder of TBPH: Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET
Shares held as of 2026-04-30: 226068 (value 3811506; 0.00% of shares outstanding; change 0.13)
Holder of TBPH: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 290364 (value 4895537; 0.01% of shares outstanding; change -0.11)
Holder of TBPH: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-04-30: 290055 (value 4739498; 0.01% of shares outstanding; change 0.08)
Holder of TBPH: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 353168 (value 5979134; 0.01% of shares outstanding; change 0.00)
Holder of TBPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 901941 (value 15269861; 0.02% of shares outstanding; change -0.04)
Holder of TBPH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 250885 (value 4247483; 0.00% of shares outstanding; change 0.00)
Holder of TBPH: Invesco Exchange-Traded Fund Trust-Invesco Biotechnology & Genome ETF
Shares held as of 2026-05-31: 366332 (value 6202000; 0.01% of shares outstanding; change -0.01)
Holder of TBPH: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-05-31: 291113 (value 4928543; 0.01% of shares outstanding; change 0.00)
Holder of TBPH: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 350184 (value 5904102; 0.01% of shares outstanding; change -0.01)
Holder of TBPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 925404 (value 15602312; 0.02% of shares outstanding; change 0.03)
Holder of TBPH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 248301 (value 4186355; 0.00% of shares outstanding; change -0.01)
Holder of TBPH: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 241097 (value 4064895; 0.00% of shares outstanding; change -0.17)
Holder of TBRG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 106800 (value 2772527; 0.01% of shares outstanding; change -0.01)
Holder of TBRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 446266 (value 11585064; 0.03% of shares outstanding; change 0.02)
Holder of TBRG: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 211071 (value 5518451; 0.01% of shares outstanding; change 0.03)
Holder of TBRG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 96130 (value 2513318; 0.01% of shares outstanding; change 0.00)
Holder of TBRG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 76228 (value 1992981; 0.01% of shares outstanding; change 0.00)
Holder of TBRG: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 227799 (value 5955804; 0.02% of shares outstanding; change -0.07)
Holder of TBRG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 95666 (value 2501187; 0.01% of shares outstanding; change 0.01)
Holder of TBRG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 61849 (value 1610857; 0.00% of shares outstanding; change 0.18)
Holder of TBRG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 114145 (value 2995164; 0.01% of shares outstanding; change 0.07)
Holder of TBRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 446266 (value 11710019; 0.03% of shares outstanding; change 0.00)
Holder of TBRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 229414 (value 5955587; 0.02% of shares outstanding; change -0.05)
Holder of TBRG: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 143618 (value 3768536; 0.01% of shares outstanding; change -0.32)
Holder of TBRG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 70926 (value 1861098; 0.00% of shares outstanding; change 0.55)
Holder of TBRG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 102198 (value 2681675; 0.01% of shares outstanding; change 0.06)
Holder of TBRG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 81670 (value 2143020; 0.01% of shares outstanding; change 0.07)
Holder of TBRG: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 159137 (value 4175754; 0.01% of shares outstanding; change -0.30)
Holder of TBRG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 61624 (value 1611159; 0.00% of shares outstanding; change 0.00)
Holder of TBRG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 92768 (value 2434232; 0.01% of shares outstanding; change -0.03)
Holder of TBRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 230117 (value 6016409; 0.02% of shares outstanding; change 0.00)
Holder of TBRG: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 74394 (value 1945031; 0.01% of shares outstanding; change 0.00)
Holder of TBRG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 232290 (value 6095289; 0.02% of shares outstanding; change 0.01)
Holder of TBRG: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 79178 (value 2077630; 0.01% of shares outstanding; change 0.06)
Holder of TC: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-10-31: 397 (value 913; 0.00% of shares outstanding; change 0.00)
Holder of TC.TO: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 17011 (value 327461; 0.00% of shares outstanding; change 0.00)
Holder of TC.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 64967 (value 1250614; 0.01% of shares outstanding; change 0.00)
Holder of TC.TO: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 43267 (value 531318; 0.00% of shares outstanding; change 0.01)
Holder of TC.TO: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 33383 (value 409943; 0.00% of shares outstanding; change 0.01)
Holder of TC.TO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 56406 (value 1173244; 0.01% of shares outstanding; change 0.22)
Holder of TC.TO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 18279 (value 380203; 0.00% of shares outstanding; change 0.00)
Holder of TC.TO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 98737 (value 1212490; 0.01% of shares outstanding; change 0.00)
Holder of TC.TO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 257905 (value 3167073; 0.02% of shares outstanding; change 0.00)
Holder of TC.TO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 56201 (value 1081869; 0.01% of shares outstanding; change 0.00)
Holder of TC.TO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 18279 (value 351870; 0.00% of shares outstanding; change 0.00)
Holder of TC.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 65352 (value 802522; 0.01% of shares outstanding; change 0.01)
Holder of TC.TO: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 45221 (value 555313; 0.00% of shares outstanding; change 1.00)
Holder of TC.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 156767 (value 3017764; 0.01% of shares outstanding; change -0.04)
Holder of TC.TO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 47449 (value 913393; 0.00% of shares outstanding; change -0.01)
Holder of TC.TO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 51591 (value 633537; 0.00% of shares outstanding; change -0.08)
Holder of TC.TO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 18279 (value 224466; 0.00% of shares outstanding; change 0.00)
Holder of TC.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 158251 (value 1943322; 0.01% of shares outstanding; change 0.01)
Holder of TC.TO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 47856 (value 587671; 0.00% of shares outstanding; change 0.01)
Holder of TCAP.L: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 3982789 (value 1234664590; 0.01% of shares outstanding; change 0.99)
Holder of TCAP.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6962238 (value 2158293780; 0.01% of shares outstanding; change 0.00)
Holder of TCAP.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 7959203 (value 2765027073; 0.01% of shares outstanding; change 0.00)
Holder of TCAP.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 5587570 (value 1941121783; 0.01% of shares outstanding; change 0.00)
Holder of TCAP.L: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 4950187 (value 1719694933; 0.01% of shares outstanding; change 0.06)
Holder of TCAP.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 3920518 (value 1361987929; 0.01% of shares outstanding; change 0.00)
Holder of TCAP.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 10946912 (value 3802957161; 0.02% of shares outstanding; change 0.01)
Holder of TCAP.L: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 19828231 (value 6939880850; 0.03% of shares outstanding; change 0.03)
Holder of TCAP.L: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 4426050 (value 1549117500; 0.01% of shares outstanding; change 0.11)
Holder of TCAP.L: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 9801674 (value 3430585900; 0.01% of shares outstanding; change -0.10)
Holder of TCAP.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7175105 (value 2511286750; 0.01% of shares outstanding; change 0.03)
Holder of TCAP.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 7946703 (value 2781346050; 0.01% of shares outstanding; change 0.00)
Holder of TCAP.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 5587570 (value 1955649500; 0.01% of shares outstanding; change 0.00)
Holder of TCAP.L: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 5033576 (value 1761751600; 0.01% of shares outstanding; change 0.02)
Holder of TCAP.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 6382535 (value 2233887250; 0.01% of shares outstanding; change 0.63)
Holder of TCAP.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 10946912 (value 3831419200; 0.02% of shares outstanding; change 0.00)
Holder of TCAP.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5441910 (value 1890519500; 0.01% of shares outstanding; change 0.03)
Holder of TCAP.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5479350 (value 1917772500; 0.01% of shares outstanding; change 0.03)
Holder of TCBI: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 681278 (value 68982802; 0.02% of shares outstanding; change -0.06)
Holder of TCBI: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 627372 (value 62417238; 0.01% of shares outstanding; change 0.10)
Holder of TCBI: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1082500 (value 109608534; 0.02% of shares outstanding; change -0.07)
Holder of TCBI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1035695 (value 103041293; 0.02% of shares outstanding; change -0.05)
Holder of TCBI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 667831 (value 66442504; 0.02% of shares outstanding; change -0.04)
Holder of TCBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1444435 (value 143706835; 0.03% of shares outstanding; change -0.01)
Holder of TCBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 619014 (value 62477083; 0.01% of shares outstanding; change -0.09)
Holder of TCBI: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 701140 (value 69588145; 0.02% of shares outstanding; change 0.03)
Holder of TCBI: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 626426 (value 62172780; 0.01% of shares outstanding; change 0.00)
Holder of TCBI: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1081020 (value 107291235; 0.02% of shares outstanding; change 0.00)
Holder of TCBI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1018415 (value 101077688; 0.02% of shares outstanding; change -0.02)
Holder of TCBI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 648650 (value 64378512; 0.01% of shares outstanding; change -0.03)
Holder of TCBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1405814 (value 139527039; 0.03% of shares outstanding; change -0.03)
Holder of TCBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1088912 (value 108335852; 0.02% of shares outstanding; change -0.02)
Holder of TCBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 801225 (value 81128035; 0.02% of shares outstanding; change 0.14)
Holder of TCBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 619014 (value 63362273; 0.01% of shares outstanding; change 0.00)
Holder of TCBI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 625391 (value 63323963; 0.01% of shares outstanding; change 0.05)
Holder of TCBI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1489839 (value 147598349; 0.03% of shares outstanding; change 0.02)
Holder of TCBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1046236 (value 105596599; 0.02% of shares outstanding; change -0.04)
Holder of TCBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 909601 (value 91806029; 0.02% of shares outstanding; change 0.14)
Holder of TCBI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1498910 (value 148766817; 0.03% of shares outstanding; change 0.01)
Holder of TCBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1056200 (value 104827850; 0.02% of shares outstanding; change 0.01)
Holder of TCBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 992822 (value 98537583; 0.02% of shares outstanding; change 0.09)
Holder of TCBI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 639587 (value 63479009; 0.01% of shares outstanding; change 0.11)
Holder of TCBIO: ANCORA TRUST-Ancora Income Fund
Shares held as of 2025-12-31: 60000 (value 1270800; 0.01% of shares outstanding; change 0.18)
Holder of TCBIO: Destra Investment TRT-Destra Flaherty & Crumrine Preferred and Income 
Shares held as of 2025-12-31: 32043 (value 678670; 0.00% of shares outstanding; change 0.00)
Holder of TCBIO: Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Shares held as of 2026-02-28: 83500 (value 1700895; 0.01% of shares outstanding; change 0.00)
Holder of TCBIO: Flaherty & Crumrine Preferred & Income Fund Inc
Shares held as of 2026-02-28: 60200 (value 1226274; 0.01% of shares outstanding; change 0.00)
Holder of TCBIO: Flaherty & Crumrine Preferred & Income Securities Fund Inc
Shares held as of 2026-02-28: 147500 (value 3004575; 0.01% of shares outstanding; change 0.00)
Holder of TCBIO: Flaherty & Crumrine Total Return Fund Inc
Shares held as of 2026-02-28: 35900 (value 731283; 0.00% of shares outstanding; change 0.00)
Holder of TCBIO: ANCORA TRUST-Ancora Income Fund
Shares held as of 2026-03-31: 80000 (value 1629600; 0.01% of shares outstanding; change 0.33)
Holder of TCBIO: Destra Investment TRT-Destra Flaherty & Crumrine Preferred and Income 
Shares held as of 2026-03-31: 32043 (value 652715; 0.00% of shares outstanding; change 0.00)
Holder of TCBIO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 206054 (value 4232349; 0.02% of shares outstanding; change -0.02)
Holder of TCBIO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 442837 (value 9095872; 0.04% of shares outstanding; change 0.01)
Holder of TCBIO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 167292 (value 3436177; 0.01% of shares outstanding; change -0.01)
Holder of TCBIO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 824956 (value 16754855; 0.07% of shares outstanding; change -0.03)
Holder of TCBIO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 209103 (value 4336796; 0.02% of shares outstanding; change 0.01)
Holder of TCBIO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 437545 (value 9074683; 0.04% of shares outstanding; change -0.01)
Holder of TCBIO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-05-31: 165324 (value 3428819; 0.01% of shares outstanding; change -0.01)
Holder of TCBIO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 811072 (value 16521537; 0.07% of shares outstanding; change -0.02)
Holder of TCBIO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 210490 (value 4287681; 0.02% of shares outstanding; change 0.01)
Holder of TCBIO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 447814 (value 9121971; 0.04% of shares outstanding; change 0.02)
Holder of TCBIO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-06-30: 162826 (value 3316765; 0.01% of shares outstanding; change -0.02)
Holder of TCBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 352317 (value 17897703; 0.01% of shares outstanding; change 0.01)
Holder of TCBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 856909 (value 43530976; 0.03% of shares outstanding; change 0.02)
Holder of TCBK: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1028817 (value 53951162; 0.03% of shares outstanding; change -0.04)
Holder of TCBK: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 601865 (value 31561799; 0.02% of shares outstanding; change -0.01)
Holder of TCBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 296947 (value 15571900; 0.01% of shares outstanding; change 0.02)
Holder of TCBK: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 616468 (value 32327581; 0.02% of shares outstanding; change -0.01)
Holder of TCBK: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 663016 (value 34768558; 0.02% of shares outstanding; change -0.01)
Holder of TCBK: Franklin Templeton Varbl Insurance Prod. TRT-FRANKLIN SMALL CAP VALUE 
Shares held as of 2026-03-31: 297707 (value 17302730; 0.01% of shares outstanding; change 0.00)
Holder of TCBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 362229 (value 21052749; 0.01% of shares outstanding; change 0.03)
Holder of TCBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 882868 (value 51312287; 0.03% of shares outstanding; change 0.03)
Holder of TCBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 757287 (value 38470179; 0.02% of shares outstanding; change -0.01)
Holder of TCBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 332452 (value 16881912; 0.01% of shares outstanding; change 0.00)
Holder of TCBK: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 593865 (value 34515433; 0.02% of shares outstanding; change -0.01)
Holder of TCBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 300266 (value 17451459; 0.01% of shares outstanding; change 0.01)
Holder of TCBK: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 608468 (value 35364159; 0.02% of shares outstanding; change -0.01)
Holder of TCBK: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 654316 (value 38028845; 0.02% of shares outstanding; change -0.01)
Holder of TCBK: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1028817 (value 59794842; 0.03% of shares outstanding; change 0.00)
Holder of TCBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 727600 (value 38155343; 0.02% of shares outstanding; change -0.04)
Holder of TCBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 331776 (value 17398332; 0.01% of shares outstanding; change 0.00)
Holder of TCBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 734307 (value 42677922; 0.02% of shares outstanding; change 0.01)
Holder of TCBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 330602 (value 19214587; 0.01% of shares outstanding; change 0.00)
Holder of TCBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 17619 (value 295118; 0.01% of shares outstanding; change 0.00)
Holder of TCBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 31336 (value 524878; 0.01% of shares outstanding; change 0.00)
Holder of TCBS: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 436 (value 7739; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 9053 (value 152173; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3947 (value 66345; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 814 (value 13682; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 25410 (value 451027; 0.01% of shares outstanding; change 0.44)
Holder of TCBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 31336 (value 556214; 0.01% of shares outstanding; change 0.00)
Holder of TCBS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 5411 (value 90954; 0.00% of shares outstanding; change -0.01)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 9020 (value 166689; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3947 (value 72940; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 814 (value 15042; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 5447 (value 100660; 0.00% of shares outstanding; change 0.01)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 9020 (value 160105; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3947 (value 70059; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 814 (value 14448; 0.00% of shares outstanding; change 0.00)
Holder of TCBS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 5375 (value 95406; 0.00% of shares outstanding; change -0.01)
Holder of TCBX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 134623 (value 5150675; 0.01% of shares outstanding; change 0.05)
Holder of TCBX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 358669 (value 13722675; 0.02% of shares outstanding; change 0.00)
Holder of TCBX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 121296 (value 4815451; 0.01% of shares outstanding; change 0.00)
Holder of TCBX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 124698 (value 4950510; 0.01% of shares outstanding; change 0.02)
Holder of TCBX: Putnam Investment Funds-Putnam Small Cap Value Fund
Shares held as of 2026-02-28: 64900 (value 2774475; 0.00% of shares outstanding; change 0.00)
Holder of TCBX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 140317 (value 5998551; 0.01% of shares outstanding; change 0.04)
Holder of TCBX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 442269 (value 18906999; 0.03% of shares outstanding; change 0.23)
Holder of TCBX: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 88996 (value 3804579; 0.01% of shares outstanding; change 0.00)
Holder of TCBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 323854 (value 12390653; 0.02% of shares outstanding; change 0.02)
Holder of TCBX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 111014 (value 4247395; 0.01% of shares outstanding; change 0.00)
Holder of TCBX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 314809 (value 12469584; 0.02% of shares outstanding; change 0.08)
Holder of TCBX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 124042 (value 5302795; 0.01% of shares outstanding; change 0.02)
Holder of TCBX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 125653 (value 5371665; 0.01% of shares outstanding; change 0.01)
Holder of TCBX: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 92927 (value 3680838; 0.01% of shares outstanding; change 0.05)
Holder of TCBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 311142 (value 12352337; 0.02% of shares outstanding; change -0.04)
Holder of TCBX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 109754 (value 4357233; 0.01% of shares outstanding; change -0.01)
Holder of TCBX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 335406 (value 13315618; 0.02% of shares outstanding; change 0.07)
Holder of TCBX: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 85738 (value 3416659; 0.01% of shares outstanding; change -0.08)
Holder of TCBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 314110 (value 13428202; 0.02% of shares outstanding; change 0.01)
Holder of TCBX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 114342 (value 4888120; 0.01% of shares outstanding; change 0.04)
Holder of TCBX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 355797 (value 15210321; 0.02% of shares outstanding; change 0.06)
Holder of TCBX: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 131229 (value 5610039; 0.01% of shares outstanding; change 0.53)
Holder of TCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 12262 (value 475275; 0.00% of shares outstanding; change 0.00)
Holder of TCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8927 (value 346010; 0.00% of shares outstanding; change 0.01)
Holder of TCI: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 4259 (value 173554; 0.00% of shares outstanding; change 0.00)
Holder of TCI: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 4778 (value 194703; 0.00% of shares outstanding; change 0.00)
Holder of TCI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 18813 (value 766629; 0.00% of shares outstanding; change 0.00)
Holder of TCI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 9428 (value 388245; 0.00% of shares outstanding; change 0.02)
Holder of TCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 5838 (value 212328; 0.00% of shares outstanding; change -0.07)
Holder of TCI: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 3076 (value 126669; 0.00% of shares outstanding; change -0.07)
Holder of TCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 12262 (value 504949; 0.00% of shares outstanding; change 0.00)
Holder of TCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11158 (value 459486; 0.00% of shares outstanding; change 0.25)
Holder of TCI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 34329 (value 1330591; 0.00% of shares outstanding; change -0.16)
Holder of TCI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 10853 (value 420662; 0.00% of shares outstanding; change -0.30)
Holder of TCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 5817 (value 237042; 0.00% of shares outstanding; change 0.00)
Holder of TCI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 16888 (value 695447; 0.00% of shares outstanding; change -0.10)
Holder of TCI: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-04-30: 5110 (value 210429; 0.00% of shares outstanding; change 1.00)
Holder of TCI: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 4937 (value 203305; 0.00% of shares outstanding; change 0.16)
Holder of TCI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 32967 (value 1343405; 0.00% of shares outstanding; change -0.04)
Holder of TCI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 10733 (value 437369; 0.00% of shares outstanding; change -0.01)
Holder of TCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5817 (value 239544; 0.00% of shares outstanding; change 0.00)
Holder of TCI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 33285 (value 1370676; 0.00% of shares outstanding; change 0.01)
Holder of TCI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 10821 (value 445608; 0.00% of shares outstanding; change 0.01)
Holder of TCL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 29280733 (value 429548355; 0.01% of shares outstanding; change 0.02)
Holder of TCL.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 8794140 (value 133582982; 0.00% of shares outstanding; change 0.04)
Holder of TCL.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 6859549 (value 104196546; 0.00% of shares outstanding; change 0.02)
Holder of TCL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 45330534 (value 688570792; 0.01% of shares outstanding; change 0.01)
Holder of TCL.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 6593875 (value 100160958; 0.00% of shares outstanding; change 0.03)
Holder of TCL.AX: Capital Income Builder
Shares held as of 2026-03-31: 8755955 (value 133002952; 0.00% of shares outstanding; change 0.00)
Holder of TCL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 11456166 (value 168061956; 0.00% of shares outstanding; change 0.01)
Holder of TCL.AX: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 13814813 (value 200729229; 0.00% of shares outstanding; change 0.21)
Holder of TCL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 29945449 (value 435107365; 0.01% of shares outstanding; change 0.02)
Holder of TCL.AX: Capital Income Builder
Shares held as of 2026-04-30: 8755955 (value 128624975; 0.00% of shares outstanding; change 0.00)
Holder of TCL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 11590483 (value 176059431; 0.00% of shares outstanding; change 0.01)
Holder of TCL.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 8936517 (value 129847589; 0.00% of shares outstanding; change 0.02)
Holder of TCL.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 7132283 (value 103632070; 0.00% of shares outstanding; change 0.04)
Holder of TCL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 45290451 (value 658070240; 0.01% of shares outstanding; change 0.00)
Holder of TCL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 22089489 (value 335539328; 0.01% of shares outstanding; change 0.02)
Holder of TCL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 10834250 (value 164572252; 0.00% of shares outstanding; change 0.00)
Holder of TCL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 11711095 (value 170162207; 0.00% of shares outstanding; change 0.01)
Holder of TCL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 22728646 (value 330247220; 0.01% of shares outstanding; change 0.03)
Holder of TCL.AX: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-05-31: 54174523 (value 787155804; 0.02% of shares outstanding; change 1.00)
Holder of TCL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 10882925 (value 158128897; 0.00% of shares outstanding; change 0.00)
Holder of TCL.AX: Capital Income Builder
Shares held as of 2026-06-30: 7388993 (value 107362066; 0.00% of shares outstanding; change -0.16)
Holder of TCMD: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 194300 (value 4781723; 0.01% of shares outstanding; change 1.00)
Holder of TCMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 241999 (value 5955595; 0.01% of shares outstanding; change -0.03)
Holder of TCMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 669235 (value 16469873; 0.03% of shares outstanding; change -0.05)
Holder of TCMD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 194030 (value 5155377; 0.01% of shares outstanding; change -0.34)
Holder of TCMD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 340679 (value 9051840; 0.02% of shares outstanding; change -0.12)
Holder of TCMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 215952 (value 5737844; 0.01% of shares outstanding; change 0.01)
Holder of TCMD: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 317664 (value 8729406; 0.01% of shares outstanding; change 0.67)
Holder of TCMD: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 194300 (value 5339363; 0.01% of shares outstanding; change 0.00)
Holder of TCMD: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 190594 (value 5237523; 0.01% of shares outstanding; change 0.86)
Holder of TCMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 252806 (value 6947108; 0.01% of shares outstanding; change 0.04)
Holder of TCMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 669235 (value 18390577; 0.03% of shares outstanding; change 0.00)
Holder of TCMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 538418 (value 13250467; 0.02% of shares outstanding; change 0.00)
Holder of TCMD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 189456 (value 4662512; 0.01% of shares outstanding; change -0.02)
Holder of TCMD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 371214 (value 9425123; 0.02% of shares outstanding; change -0.02)
Holder of TCMD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 194030 (value 5331944; 0.01% of shares outstanding; change 0.00)
Holder of TCMD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 329945 (value 9066888; 0.01% of shares outstanding; change -0.03)
Holder of TCMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 218391 (value 6001384; 0.01% of shares outstanding; change 0.01)
Holder of TCMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 517307 (value 13744846; 0.02% of shares outstanding; change -0.04)
Holder of TCMD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 232381 (value 6174363; 0.01% of shares outstanding; change -0.37)
Holder of TCMD: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 397237 (value 10554586; 0.02% of shares outstanding; change 0.25)
Holder of TCMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 533030 (value 14647664; 0.02% of shares outstanding; change 0.03)
Holder of TCMD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 194366 (value 5341177; 0.01% of shares outstanding; change 0.04)
Holder of TCO0.DE: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2025-12-31: 37158363 (value 187649740; 0.01% of shares outstanding; change 1.50)
Holder of TCO0.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 20624129 (value 104151855; 0.00% of shares outstanding; change -0.01)
Holder of TCO0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 59700238 (value 301486213; 0.01% of shares outstanding; change 0.01)
Holder of TCO0.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 92473519 (value 466991288; 0.01% of shares outstanding; change 0.00)
Holder of TCO0.DE: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2026-03-31: 35895637 (value 199220792; 0.01% of shares outstanding; change -0.03)
Holder of TCO0.DE: Bernstein Fund Inc-International Strategic Equities Portfolio
Shares held as of 2026-03-31: 22694140 (value 125952481; 0.00% of shares outstanding; change 0.02)
Holder of TCO0.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 23497987 (value 118664838; 0.00% of shares outstanding; change -0.01)
Holder of TCO0.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 54194171 (value 300777659; 0.01% of shares outstanding; change -0.04)
Holder of TCO0.DE: THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund
Shares held as of 2026-03-31: 83026330 (value 460796147; 0.01% of shares outstanding; change 0.00)
Holder of TCO0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 60286714 (value 334591274; 0.01% of shares outstanding; change 0.01)
Holder of TCO0.DE: Legg Mason Global Asset Mgmt TRT-ClearBridge Intl Growth Fd.
Shares held as of 2026-04-30: 15757002 (value 87451364; 0.00% of shares outstanding; change 0.00)