speb/financial-data huggingface dataset:
Holder of S32.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 16505200 (value 4162611389; 0.00% of shares outstanding; change 0.01)
Holder of S32.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 43349750 (value 10187191250; 0.01% of shares outstanding; change 0.02)
Holder of S32.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 16699973 (value 3623894141; 0.00% of shares outstanding; change 0.01)
Holder of S32.L: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 13106354 (value 3079993190; 0.00% of shares outstanding; change 0.02)
Holder of S32.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 10330392 (value 2427642120; 0.00% of shares outstanding; change 0.04)
Holder of S32.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 65557984 (value 15406126240; 0.01% of shares outstanding; change 0.00)
Holder of S32.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 31918708 (value 6926359636; 0.01% of shares outstanding; change 0.00)
Holder of S32.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 15663497 (value 3398978849; 0.00% of shares outstanding; change 0.01)
Holder of S32.L: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 11882663 (value 2578537871; 0.00% of shares outstanding; change 0.00)
Holder of S32.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 16877896 (value 3966305560; 0.00% of shares outstanding; change 0.01)
Holder of S32.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 32349117 (value 7602042495; 0.01% of shares outstanding; change 0.01)
Holder of S32.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 15663497 (value 3680921795; 0.00% of shares outstanding; change 0.00)
Holder of S32.L: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 11745602 (value 2760216470; 0.00% of shares outstanding; change -0.01)
Holder of S92.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 126299 (value 8209435; 0.00% of shares outstanding; change 0.04)
Holder of S92.DE: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 56457 (value 3669705; 0.00% of shares outstanding; change 0.20)
Holder of S92.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 194460 (value 12639900; 0.01% of shares outstanding; change 0.00)
Holder of S92.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 126299 (value 7180097; 0.00% of shares outstanding; change 0.00)
Holder of S92.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 332668 (value 21623420; 0.01% of shares outstanding; change 0.03)
Holder of S92.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 220157 (value 14310205; 0.01% of shares outstanding; change 0.13)
Holder of S92.DE: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-04-30: 576914 (value 37499410; 0.02% of shares outstanding; change 0.04)
Holder of S92.DE: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 61161 (value 3477002; 0.00% of shares outstanding; change 0.50)
Holder of S92.DE: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 52671 (value 2994346; 0.00% of shares outstanding; change 0.00)
Holder of S92.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 194460 (value 11055050; 0.01% of shares outstanding; change 0.00)
Holder of S92.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 124827 (value 8113755; 0.00% of shares outstanding; change 0.01)
Holder of S92.DE: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 103666 (value 6738290; 0.00% of shares outstanding; change -0.04)
Holder of S92.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 61435 (value 3993275; 0.00% of shares outstanding; change 0.00)
Holder of S92.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 244819 (value 15068609; 0.01% of shares outstanding; change 0.11)
Holder of S92.DE: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-05-31: 639538 (value 39363563; 0.02% of shares outstanding; change 0.11)
Holder of S92.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 125782 (value 7150706; 0.00% of shares outstanding; change 0.01)
Holder of S92.DE: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 117606 (value 6685900; 0.00% of shares outstanding; change 0.14)
Holder of S92.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 63208 (value 3593374; 0.00% of shares outstanding; change 0.03)
Holder of S92.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 218851 (value 12441679; 0.01% of shares outstanding; change -0.33)
Holder of S92.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 262905 (value 14946148; 0.01% of shares outstanding; change 0.07)
Holder of S92.DE: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-06-30: 626305 (value 35605438; 0.02% of shares outstanding; change -0.02)
Holder of SA: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 549225 (value 18734065; 0.01% of shares outstanding; change 0.01)
Holder of SA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 537951 (value 13975966; 0.01% of shares outstanding; change 0.89)
Holder of SA: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-01-31: 3394851 (value 88198227; 0.03% of shares outstanding; change -0.08)
Holder of SA: ADVISORS' INNER CIRCLE FUND II-KOPERNIK INTERNATIONAL FUND
Shares held as of 2026-01-31: 840909 (value 21846815; 0.01% of shares outstanding; change -0.05)
Holder of SA: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 327026 (value 8496135; 0.00% of shares outstanding; change 0.00)
Holder of SA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 208801 (value 5424649; 0.00% of shares outstanding; change 0.88)
Holder of SA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 817071 (value 21227504; 0.01% of shares outstanding; change 0.83)
Holder of SA: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 3982394 (value 103462594; 0.04% of shares outstanding; change -0.03)
Holder of SA: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 433900 (value 14800329; 0.00% of shares outstanding; change 0.00)
Holder of SA: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 445763 (value 11580922; 0.00% of shares outstanding; change -0.19)
Holder of SA: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 3541185 (value 91999984; 0.03% of shares outstanding; change 0.00)
Holder of SA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 1990125 (value 51703446; 0.02% of shares outstanding; change -0.02)
Holder of SA: -Global X Gold Miners ETF
Shares held as of 2026-06-30: 625 (value 16237; 0.00% of shares outstanding; change 1.00)
Holder of SA: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI All Country World Inve
Shares held as of 2026-06-30: 11150 (value 289676; 0.00% of shares outstanding; change 1.00)
Holder of SA: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-06-30: 13522 (value 351301; 0.00% of shares outstanding; change 1.00)
Holder of SA: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 1843 (value 47881; 0.00% of shares outstanding; change 1.00)
Holder of SA: GLOBAL X FUNDS-Global X Gold Explorers ETF
Shares held as of 2026-06-30: 57144 (value 1484601; 0.00% of shares outstanding; change 1.00)
Holder of SA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 2071168 (value 53808943; 0.02% of shares outstanding; change 1.00)
Holder of SAAQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5427 (value 56712; 0.00% of shares outstanding; change 1.00)
Holder of SAAQ: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 171642 (value 1746457; 0.01% of shares outstanding; change 1.00)
Holder of SAAQ: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 27306 (value 277838; 0.00% of shares outstanding; change 1.00)
Holder of SAAQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9076 (value 93755; 0.00% of shares outstanding; change 0.67)
Holder of SAAQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9076 (value 92348; 0.00% of shares outstanding; change 0.00)
Holder of SAB.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 47187316 (value 136560095; 0.01% of shares outstanding; change -0.02)
Holder of SAB.MC: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 21862023 (value 69237028; 0.00% of shares outstanding; change -0.45)
Holder of SAB.MC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 20339535 (value 64415308; 0.00% of shares outstanding; change 0.00)
Holder of SAB.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 73428019 (value 232546540; 0.01% of shares outstanding; change -0.03)
Holder of SAB.MC: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-03-31: 46708449 (value 150354502; 0.01% of shares outstanding; change 0.27)
Holder of SAB.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 48314338 (value 155523858; 0.01% of shares outstanding; change 0.02)
Holder of SAB.MC: -Victory Pioneer Multi-Asset Income Fund
Shares held as of 2026-04-30: 21800259 (value 70175035; 0.00% of shares outstanding; change 0.73)
Holder of SAB.MC: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 20785791 (value 66909463; 0.00% of shares outstanding; change -0.05)
Holder of SAB.MC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 20339535 (value 65472965; 0.00% of shares outstanding; change 0.00)
Holder of SAB.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 18661989 (value 59102520; 0.00% of shares outstanding; change 0.01)
Holder of SAB.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 73037053 (value 235106280; 0.01% of shares outstanding; change -0.01)
Holder of SAB.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 36279699 (value 114897808; 0.01% of shares outstanding; change 0.00)
Holder of SAB.MC: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 28556961 (value 90439897; 0.01% of shares outstanding; change 0.03)
Holder of SAB.MC: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 17541433 (value 55553719; 0.00% of shares outstanding; change 0.01)
Holder of SAB.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-04-30: 17527480 (value 55509530; 0.00% of shares outstanding; change -0.01)
Holder of SAB.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 18853547 (value 60689569; 0.00% of shares outstanding; change 0.01)
Holder of SAB.MC: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-05-31: 30985100 (value 98129813; 0.01% of shares outstanding; change -0.34)
Holder of SAB.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 35939483 (value 115689199; 0.01% of shares outstanding; change -0.01)
Holder of SAB.MC: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 29067145 (value 93567142; 0.01% of shares outstanding; change 0.02)
Holder of SAB.MC: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 17666083 (value 56867122; 0.00% of shares outstanding; change 0.01)
Holder of SABA: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 213261 (value 1755137; 0.01% of shares outstanding; change 1.00)
Holder of SABA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 845000 (value 7047300; 0.03% of shares outstanding; change 0.00)
Holder of SABA: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 79692 (value 651482; 0.00% of shares outstanding; change 0.00)
Holder of SABA: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 302398 (value 2488735; 0.01% of shares outstanding; change 0.00)
Holder of SABA: High Income Securities Fund
Shares held as of 2026-02-28: 13151 (value 108232; 0.00% of shares outstanding; change 1.00)
Holder of SABA: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 224709 (value 1849354; 0.01% of shares outstanding; change 0.05)
Holder of SABA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 845000 (value 6954349; 0.03% of shares outstanding; change 0.00)
Holder of SABA: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 38408 (value 316097; 0.00% of shares outstanding; change 1.00)
Holder of SABA: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 430663 (value 3591729; 0.02% of shares outstanding; change 0.06)
Holder of SABA: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 79692 (value 655865; 0.00% of shares outstanding; change 0.00)
Holder of SABA: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 418414 (value 3489572; 0.02% of shares outstanding; change -0.03)
Holder of SABA: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 417496 (value 3435991; 0.02% of shares outstanding; change 0.00)
Holder of SABR: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2025-12-31: 10173592 (value 17905521; 0.03% of shares outstanding; change 0.23)
Holder of SABR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4311197 (value 7587706; 0.01% of shares outstanding; change -0.01)
Holder of SABR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11773726 (value 20721757; 0.03% of shares outstanding; change 0.02)
Holder of SABR: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 9392152 (value 16577148; 0.02% of shares outstanding; change -0.05)
Holder of SABR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 3577670 (value 6314587; 0.01% of shares outstanding; change 0.00)
Holder of SABR: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2026-03-31: 7534906 (value 12507943; 0.02% of shares outstanding; change -0.26)
Holder of SABR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4458614 (value 7401299; 0.01% of shares outstanding; change 0.03)
Holder of SABR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11773726 (value 19544384; 0.03% of shares outstanding; change 0.00)
Holder of SABR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 9244843 (value 16270923; 0.02% of shares outstanding; change 0.02)
Holder of SABR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 2380873 (value 4190336; 0.01% of shares outstanding; change -0.04)
Holder of SABR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3659917 (value 6075462; 0.01% of shares outstanding; change 0.02)
Holder of SABR: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 9352519 (value 15525181; 0.02% of shares outstanding; change 0.00)
Holder of SABR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 3611009 (value 6788696; 0.01% of shares outstanding; change 0.00)
Holder of SABR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 24160061 (value 45420914; 0.06% of shares outstanding; change 0.02)
Holder of SABR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 8883232 (value 15678904; 0.02% of shares outstanding; change -0.04)
Holder of SABR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 2353693 (value 4154268; 0.01% of shares outstanding; change -0.01)
Holder of SABR: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 3680900 (value 6920091; 0.01% of shares outstanding; change -0.05)
Holder of SABR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 3643617 (value 6740691; 0.01% of shares outstanding; change 0.01)
Holder of SABR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 23930450 (value 39724546; 0.06% of shares outstanding; change -0.01)
Holder of SABR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 8967661 (value 14886316; 0.02% of shares outstanding; change 0.01)
Holder of SABR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 2373625 (value 3940217; 0.01% of shares outstanding; change 0.01)
Holder of SABR: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 3833286 (value 6363254; 0.01% of shares outstanding; change 0.04)
Holder of SABR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 3617808 (value 6005561; 0.01% of shares outstanding; change -0.01)
Holder of SABS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 76487 (value 275353; 0.00% of shares outstanding; change 0.00)
Holder of SABS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1640793 (value 5906854; 0.02% of shares outstanding; change 6.21)
Holder of SABS: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 27855 (value 100277; 0.00% of shares outstanding; change 1.00)
Holder of SABS: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 38992 (value 136861; 0.00% of shares outstanding; change 1.00)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 136670 (value 461944; 0.00% of shares outstanding; change 1.89)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 32163 (value 108710; 0.00% of shares outstanding; change 0.00)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 38757 (value 130998; 0.00% of shares outstanding; change 2.65)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 31226 (value 105543; 0.00% of shares outstanding; change 1.43)
Holder of SABS: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 187230 (value 657177; 0.00% of shares outstanding; change -0.10)
Holder of SABS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 304894 (value 1070177; 0.00% of shares outstanding; change 2.99)
Holder of SABS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2123393 (value 7453109; 0.03% of shares outstanding; change 0.29)
Holder of SABS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 37595 (value 131958; 0.00% of shares outstanding; change 0.44)
Holder of SABS: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 46888 (value 158481; 0.00% of shares outstanding; change 0.25)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 136173 (value 534479; 0.00% of shares outstanding; change 0.00)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 32163 (value 126239; 0.00% of shares outstanding; change 0.00)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 38757 (value 152121; 0.00% of shares outstanding; change 0.00)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 54090 (value 212303; 0.00% of shares outstanding; change 0.73)
Holder of SABS: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 68174 (value 267582; 0.00% of shares outstanding; change 0.45)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 136173 (value 477967; 0.00% of shares outstanding; change 0.00)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 32163 (value 122862; 0.00% of shares outstanding; change 0.00)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 38757 (value 136037; 0.00% of shares outstanding; change 0.00)
Holder of SABS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 54090 (value 189855; 0.00% of shares outstanding; change 0.00)
Holder of SABS: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 84306 (value 295914; 0.00% of shares outstanding; change 0.24)
Holder of SABS: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 51926 (value 182260; 0.00% of shares outstanding; change 1.00)
Holder of SAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 258888 (value 2609591; 0.01% of shares outstanding; change 1.00)
Holder of SAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 39380 (value 396950; 0.00% of shares outstanding; change 1.00)
Holder of SACH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 531581 (value 637897; 0.01% of shares outstanding; change 0.00)
Holder of SACH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1534601 (value 1841521; 0.03% of shares outstanding; change 0.00)
Holder of SACH: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 30000 (value 36000; 0.00% of shares outstanding; change 0.00)
Holder of SACH: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 8460 (value 6769; 0.00% of shares outstanding; change 0.00)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 515443 (value 525751; 0.01% of shares outstanding; change 0.87)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 71724 (value 73158; 0.00% of shares outstanding; change 0.00)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 94175 (value 96058; 0.00% of shares outstanding; change 0.00)
Holder of SACH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 531581 (value 425371; 0.01% of shares outstanding; change 0.00)
Holder of SACH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1534601 (value 1227987; 0.03% of shares outstanding; change 0.00)
Holder of SACH: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 30000 (value 24005; 0.00% of shares outstanding; change 0.00)
Holder of SACH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 119832 (value 122228; 0.00% of shares outstanding; change -0.01)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 513567 (value 485577; 0.01% of shares outstanding; change 0.00)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 71724 (value 67815; 0.00% of shares outstanding; change 0.00)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 94175 (value 89042; 0.00% of shares outstanding; change 0.00)
Holder of SACH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 120620 (value 114046; 0.00% of shares outstanding; change 0.01)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 303191 (value 242613; 0.01% of shares outstanding; change -0.41)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 71724 (value 57393; 0.00% of shares outstanding; change 0.00)
Holder of SACH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 94175 (value 75358; 0.00% of shares outstanding; change 0.00)
Holder of SACH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 119044 (value 95259; 0.00% of shares outstanding; change -0.01)
Holder of SAE.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 12000000 (value 719999; 0.04% of shares outstanding; change 0.00)
Holder of SAE.V: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 26160000 (value 1569599; 0.08% of shares outstanding; change 0.00)
Holder of SAE.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 12000000 (value 719999; 0.04% of shares outstanding; change 0.00)
Holder of SAF.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3284975 (value 971695564; 0.01% of shares outstanding; change 0.02)
Holder of SAF.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5087612 (value 1684508364; 0.01% of shares outstanding; change 0.01)
Holder of SAF.PA: ACAP Strategic Fund
Shares held as of 2026-03-31: 1350388 (value 453865415; 0.00% of shares outstanding; change 0.14)
Holder of SAF.PA: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 2704881 (value 909110520; 0.01% of shares outstanding; change -0.05)
Holder of SAF.PA: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 1388358 (value 466627132; 0.00% of shares outstanding; change -0.15)
Holder of SAF.PA: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 3304194 (value 1110539623; 0.01% of shares outstanding; change -0.15)
Holder of SAF.PA: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 1665005 (value 559608190; 0.00% of shares outstanding; change -0.18)
Holder of SAF.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2106865 (value 708117339; 0.01% of shares outstanding; change -0.02)
Holder of SAF.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3364058 (value 1130659914; 0.01% of shares outstanding; change 0.02)
Holder of SAF.PA: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-04-30: 1835886 (value 607861865; 0.00% of shares outstanding; change 0.00)
Holder of SAF.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5088630 (value 1710288574; 0.01% of shares outstanding; change 0.00)
Holder of SAF.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2533926 (value 838982914; 0.01% of shares outstanding; change 0.01)
Holder of SAF.PA: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 1563886 (value 525622094; 0.00% of shares outstanding; change -0.15)
Holder of SAF.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2555186 (value 858798030; 0.01% of shares outstanding; change 0.01)
Holder of SAFE: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1337972 (value 20711805; 0.02% of shares outstanding; change -0.08)
Holder of SAFE: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2125938 (value 32909519; 0.03% of shares outstanding; change -0.09)
Holder of SAFE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1223037 (value 18308864; 0.02% of shares outstanding; change -0.04)
Holder of SAFE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 787379 (value 11787063; 0.01% of shares outstanding; change -0.04)
Holder of SAFE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1688916 (value 25283072; 0.02% of shares outstanding; change 0.00)
Holder of SAFE: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 714860 (value 11026715; 0.01% of shares outstanding; change 1.00)
Holder of SAFE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1743711 (value 26896742; 0.02% of shares outstanding; change 0.01)
Holder of SAFE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 560200 (value 8641085; 0.01% of shares outstanding; change 0.01)
Holder of SAFE: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1340878 (value 22204938; 0.02% of shares outstanding; change 0.00)
Holder of SAFE: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2123032 (value 35157408; 0.03% of shares outstanding; change 0.00)
Holder of SAFE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1245730 (value 20629288; 0.02% of shares outstanding; change 0.02)
Holder of SAFE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 790415 (value 13089271; 0.01% of shares outstanding; change 0.00)
Holder of SAFE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1688916 (value 27968448; 0.02% of shares outstanding; change 0.00)
Holder of SAFE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1407756 (value 21074107; 0.02% of shares outstanding; change 0.00)
Holder of SAFE: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 741060 (value 12271953; 0.01% of shares outstanding; change 0.04)
Holder of SAFE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 567504 (value 9397865; 0.01% of shares outstanding; change 0.01)
Holder of SAFE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1732126 (value 28684005; 0.02% of shares outstanding; change -0.01)
Holder of SAFE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2807297 (value 43063936; 0.04% of shares outstanding; change 0.02)
Holder of SAFE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1352595 (value 20863778; 0.02% of shares outstanding; change -0.04)
Holder of SAFE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2785603 (value 46129584; 0.04% of shares outstanding; change -0.01)
Holder of SAFE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1365474 (value 22612248; 0.02% of shares outstanding; change 0.01)
Holder of SAFE.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2004566 (value 1259869731; 0.01% of shares outstanding; change 0.03)
Holder of SAFE.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-01-31: 1518523 (value 883780386; 0.01% of shares outstanding; change -0.01)
Holder of SAFE.L: Principal Funds, Inc-Global Real Estate Securities Fund
Shares held as of 2026-01-31: 1138477 (value 662593614; 0.01% of shares outstanding; change -0.01)
Holder of SAFE.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3072958 (value 1788461556; 0.01% of shares outstanding; change 0.02)
Holder of SAFE.L: MFS SERIES TRUST IV-MFS Blended Research International Equity Fund
Shares held as of 2026-02-28: 860092 (value 529386626; 0.00% of shares outstanding; change 0.39)
Holder of SAFE.L: CBRE Global Real Estate Income Fund
Shares held as of 2026-03-31: 829603 (value 510620646; 0.00% of shares outstanding; change 0.00)
Holder of SAFE.L: Columbia Acorn Trust-Columbia Acorn International
Shares held as of 2026-03-31: 1099285 (value 676609917; 0.01% of shares outstanding; change 0.00)
Holder of SAFE.L: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3729333 (value 2295404461; 0.02% of shares outstanding; change 0.00)
Holder of SAFE.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2049187 (value 1261274598; 0.01% of shares outstanding; change 0.02)
Holder of SAFE.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-04-30: 1534330 (value 944380115; 0.01% of shares outstanding; change 0.01)
Holder of SAFE.L: Principal Funds, Inc-Global Real Estate Securities Fund
Shares held as of 2026-04-30: 1323299 (value 814490534; 0.01% of shares outstanding; change 0.16)
Holder of SAFE.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3072958 (value 1891405649; 0.01% of shares outstanding; change 0.00)
Holder of SAFE.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1653077 (value 962090814; 0.01% of shares outstanding; change 0.00)
Holder of SAFE.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 855318 (value 497795076; 0.00% of shares outstanding; change 0.00)
Holder of SAFE.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1664452 (value 1024470206; 0.01% of shares outstanding; change 0.01)
Holder of SAFE.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 866315 (value 533216882; 0.00% of shares outstanding; change 0.01)
Holder of SAFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 159655 (value 11202991; 0.01% of shares outstanding; change 0.00)
Holder of SAFT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 338499 (value 23752474; 0.02% of shares outstanding; change 0.01)
Holder of SAFT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 217927 (value 15291937; 0.01% of shares outstanding; change 0.02)
Holder of SAFT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 464760 (value 32612208; 0.03% of shares outstanding; change 0.04)
Holder of SAFT: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-01-31: 172300 (value 12107520; 0.01% of shares outstanding; change 1.00)
Holder of SAFT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 145818 (value 10592219; 0.01% of shares outstanding; change 0.02)
Holder of SAFT: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 133835 (value 9721774; 0.01% of shares outstanding; change 0.06)
Holder of SAFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 165206 (value 17049258; 0.01% of shares outstanding; change 0.03)
Holder of SAFT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 343990 (value 35499766; 0.02% of shares outstanding; change 0.02)
Holder of SAFT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 218746 (value 22574586; 0.01% of shares outstanding; change 0.00)
Holder of SAFT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 470500 (value 48555598; 0.03% of shares outstanding; change 0.01)
Holder of SAFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 366226 (value 25698077; 0.02% of shares outstanding; change 0.02)
Holder of SAFT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 127498 (value 8946534; 0.01% of shares outstanding; change 0.00)
Holder of SAFT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 147986 (value 15272154; 0.01% of shares outstanding; change 0.01)
Holder of SAFT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 135459 (value 9553923; 0.01% of shares outstanding; change -0.01)
Holder of SAFT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 908654 (value 64087365; 0.06% of shares outstanding; change 0.02)
Holder of SAFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 351925 (value 25563831; 0.02% of shares outstanding; change -0.04)
Holder of SAFT: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-05-31: 186739 (value 14108132; 0.01% of shares outstanding; change -0.02)
Holder of SAFT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 136707 (value 10328214; 0.01% of shares outstanding; change 0.01)
Holder of SAFT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 903463 (value 93237378; 0.06% of shares outstanding; change -0.01)
Holder of SAFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 355264 (value 36663243; 0.02% of shares outstanding; change 0.01)
Holder of SAFT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 134119 (value 13841080; 0.01% of shares outstanding; change 0.06)
Holder of SAFT: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-06-30: 193569 (value 19976320; 0.01% of shares outstanding; change 0.04)
Holder of SAFT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 134673 (value 13898253; 0.01% of shares outstanding; change -0.01)
Holder of SAFX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 502209 (value 249145; 0.00% of shares outstanding; change 3.48)
Holder of SAFX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 347443 (value 167780; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 186694 (value 77253; 0.00% of shares outstanding; change 0.08)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 675241 (value 271581; 0.00% of shares outstanding; change 1.68)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 168256 (value 67672; 0.00% of shares outstanding; change 0.96)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 188787 (value 75930; 0.00% of shares outstanding; change 1.61)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 205306 (value 82574; 0.00% of shares outstanding; change 1.73)
Holder of SAFX: Simplify Exch Traded Fd.s-Simplify Piper Sandler US Small-Cap PLUS Inc
Shares held as of 2026-03-31: 188857 (value 78149; 0.00% of shares outstanding; change 1.00)
Holder of SAFX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 502209 (value 207814; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 540635 (value 268209; 0.00% of shares outstanding; change 0.02)
Holder of SAFX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 186424 (value 92484; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 672784 (value 324887; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 168256 (value 81250; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 188787 (value 91165; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 240186 (value 115985; 0.00% of shares outstanding; change 0.17)
Holder of SAFX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 484771 (value 200598; 0.00% of shares outstanding; change 0.40)
Holder of SAFX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1196339 (value 577712; 0.00% of shares outstanding; change 1.21)
Holder of SAFX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 184294 (value 88995; 0.00% of shares outstanding; change -0.01)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 653348 (value 270355; 0.00% of shares outstanding; change -0.03)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 168256 (value 69624; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 188787 (value 78120; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 240186 (value 99388; 0.00% of shares outstanding; change 0.00)
Holder of SAFX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1207734 (value 499760; 0.00% of shares outstanding; change 0.01)
Holder of SAFX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 185856 (value 76907; 0.00% of shares outstanding; change 0.01)
Holder of SAG.V: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2025-12-31: 20324 (value 24998; 0.00% of shares outstanding; change 1.00)
Holder of SAG.V: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2025-12-31: 141766 (value 174372; 0.00% of shares outstanding; change 1.00)
Holder of SAG.V: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2026-03-31: 55400 (value 49859; 0.00% of shares outstanding; change 1.73)
Holder of SAG.V: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2026-03-31: 442892 (value 398602; 0.01% of shares outstanding; change 2.12)
Holder of SAGT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16064 (value 15228; 0.00% of shares outstanding; change 1.00)
Holder of SAGT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 16064 (value 20963; 0.00% of shares outstanding; change 0.00)
Holder of SAGT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 16064 (value 12393; 0.00% of shares outstanding; change 0.00)
Holder of SAH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 327111 (value 27025911; 0.02% of shares outstanding; change -0.04)
Holder of SAH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 210603 (value 17400020; 0.01% of shares outstanding; change -0.03)
Holder of SAH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 440820 (value 36420549; 0.02% of shares outstanding; change -0.05)
Holder of SAH: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 233306 (value 18937447; 0.01% of shares outstanding; change 0.05)
Holder of SAH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 188118 (value 15269537; 0.01% of shares outstanding; change 0.00)
Holder of SAH: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 523770 (value 52282721; 0.03% of shares outstanding; change -0.14)
Holder of SAH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 296953 (value 29641848; 0.02% of shares outstanding; change -0.09)
Holder of SAH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 189869 (value 18952723; 0.01% of shares outstanding; change -0.10)
Holder of SAH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 398112 (value 39739539; 0.02% of shares outstanding; change -0.10)
Holder of SAH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 368175 (value 30418619; 0.02% of shares outstanding; change 0.00)
Holder of SAH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 212959 (value 17496712; 0.01% of shares outstanding; change 0.36)
Holder of SAH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 185920 (value 18558534; 0.01% of shares outstanding; change 0.34)
Holder of SAH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 188460 (value 18812077; 0.01% of shares outstanding; change 0.00)
Holder of SAH: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-04-30: 268456 (value 21672453; 0.01% of shares outstanding; change 0.01)
Holder of SAH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 905202 (value 73076960; 0.05% of shares outstanding; change 0.02)
Holder of SAH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 353874 (value 28723951; 0.02% of shares outstanding; change -0.04)
Holder of SAH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 255709 (value 20755899; 0.01% of shares outstanding; change 0.20)
Holder of SAH: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-05-31: 274513 (value 27552870; 0.01% of shares outstanding; change 0.02)
Holder of SAH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 899127 (value 89750856; 0.05% of shares outstanding; change -0.01)
Holder of SAH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 360405 (value 35975626; 0.02% of shares outstanding; change 0.02)
Holder of SAH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 285705 (value 28519073; 0.01% of shares outstanding; change 0.12)
Holder of SAH: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-06-30: 220492 (value 22009511; 0.01% of shares outstanding; change -0.20)
Holder of SAIA: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 476029 (value 224861816; 0.02% of shares outstanding; change 0.04)
Holder of SAIA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 604623 (value 285605763; 0.02% of shares outstanding; change -0.04)
Holder of SAIA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 840050 (value 396814414; 0.03% of shares outstanding; change 0.00)