speb/financial-data huggingface dataset:
Holder of BETR: M FUND INC-M Capital Appreciation Fund
Shares held as of 2026-03-31: 23096 (value 503723; 0.00% of shares outstanding; change 0.31)
Holder of BETR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 82422 (value 1797623; 0.01% of shares outstanding; change 0.09)
Holder of BETR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 294192 (value 6416327; 0.02% of shares outstanding; change 0.00)
Holder of BETR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 146493 (value 4273200; 0.01% of shares outstanding; change 0.08)
Holder of BETR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 49081 (value 1431692; 0.00% of shares outstanding; change 0.00)
Holder of BETR: AMG Funds I-AMG Frontier Small Cap Growth Fund
Shares held as of 2026-04-30: 16267 (value 410335; 0.00% of shares outstanding; change -0.18)
Holder of BETR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39888 (value 1096920; 0.00% of shares outstanding; change 0.00)
Holder of BETR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 59004 (value 1286877; 0.00% of shares outstanding; change 0.08)
Holder of BETR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 140818 (value 4172437; 0.01% of shares outstanding; change -0.04)
Holder of BETR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 51358 (value 1521737; 0.00% of shares outstanding; change 0.05)
Holder of BETR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 37920 (value 827035; 0.00% of shares outstanding; change -0.05)
Holder of BETR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 142143 (value 3100138; 0.01% of shares outstanding; change 0.01)
Holder of BETR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 51798 (value 1129714; 0.00% of shares outstanding; change 0.01)
Holder of BETR: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 18548 (value 404531; 0.00% of shares outstanding; change 0.78)
Holder of BEZ.AX: Investment Managers Ser Tr-EuroPac Gold Fd
Shares held as of 2024-07-31: 6470109 (value 595250; 0.02% of shares outstanding; change -0.35)
Holder of BF.A: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 230648 (value 6144462; 0.00% of shares outstanding; change 0.06)
Holder of BF.A: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-03-31: 160984 (value 4197657; 0.00% of shares outstanding; change 0.01)
Holder of BF.A: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-03-31: 555100 (value 14687945; 0.00% of shares outstanding; change 0.00)
Holder of BF.A: Gabelli Equity Series Funds Inc-The Gabelli Equity Income Fund
Shares held as of 2026-03-31: 177000 (value 4683419; 0.00% of shares outstanding; change 0.00)
Holder of BF.A: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 971650 (value 25952770; 0.01% of shares outstanding; change 0.01)
Holder of BF.A: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 618570 (value 16522004; 0.00% of shares outstanding; change 0.00)
Holder of BF.A: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1327170 (value 35448709; 0.01% of shares outstanding; change 0.00)
Holder of BF.A: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-04-30: 161929 (value 4313788; 0.00% of shares outstanding; change 0.01)
Holder of BF.A: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 240597 (value 6426345; 0.00% of shares outstanding; change 0.04)
Holder of BF.A: WisdomTree Trust-WisdomTree U.S. MidCap Dividend Fund
Shares held as of 2026-04-30: 381493 (value 10121009; 0.00% of shares outstanding; change -0.01)
Holder of BF.A: iShares Trust-iShares Core Dividend Growth ETF
Shares held as of 2026-04-30: 140876 (value 3752936; 0.00% of shares outstanding; change 0.01)
Holder of BF.A: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-04-30: 177868 (value 4706387; 0.00% of shares outstanding; change 0.07)
Holder of BF.A: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-05-31: 162428 (value 4338451; 0.00% of shares outstanding; change 0.00)
Holder of BF.A: iShares Trust-iShares Core Dividend Growth ETF
Shares held as of 2026-05-31: 141162 (value 3770436; 0.00% of shares outstanding; change 0.00)
Holder of BF.A: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 179902 (value 4805182; 0.00% of shares outstanding; change 0.01)
Holder of BF.A: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-06-30: 555100 (value 14826720; 0.00% of shares outstanding; change 0.00)
Holder of BF.A: Gabelli Equity Series Funds Inc-The Gabelli Equity Income Fund
Shares held as of 2026-06-30: 177000 (value 4727669; 0.00% of shares outstanding; change 0.00)
Holder of BF.A: WisdomTree Trust-WisdomTree U.S. MidCap Dividend Fund
Shares held as of 2026-06-30: 380133 (value 10153352; 0.00% of shares outstanding; change 0.00)
Holder of BF.B: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2182067 (value 55140834; 0.01% of shares outstanding; change -0.03)
Holder of BF.B: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 2558037 (value 66713604; 0.01% of shares outstanding; change 0.47)
Holder of BF.B: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4341010 (value 113213540; 0.01% of shares outstanding; change -0.02)
Holder of BF.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6452893 (value 168291448; 0.02% of shares outstanding; change -0.01)
Holder of BF.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4109647 (value 107179593; 0.01% of shares outstanding; change -0.03)
Holder of BF.B: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8911106 (value 232401643; 0.03% of shares outstanding; change -0.02)
Holder of BF.B: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2189591 (value 58330702; 0.01% of shares outstanding; change 0.00)
Holder of BF.B: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 6965149 (value 188128676; 0.02% of shares outstanding; change -0.03)
Holder of BF.B: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 5698655 (value 144005014; 0.02% of shares outstanding; change -0.03)
Holder of BF.B: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 11221832 (value 283575699; 0.04% of shares outstanding; change -0.02)
Holder of BF.B: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2208195 (value 57766380; 0.01% of shares outstanding; change 0.00)
Holder of BF.B: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2186569 (value 57025719; 0.01% of shares outstanding; change 0.00)
Holder of BF.B: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 6942150 (value 179593426; 0.02% of shares outstanding; change 0.00)
Holder of BF.B: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 5641361 (value 147578002; 0.02% of shares outstanding; change -0.01)
Holder of BF.B: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-05-31: 10933597 (value 282852163; 0.04% of shares outstanding; change -0.03)
Holder of BF.B: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2249395 (value 58664221; 0.01% of shares outstanding; change 0.02)
Holder of BF.B: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 6861391 (value 178945076; 0.02% of shares outstanding; change -0.01)
Holder of BF.B: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 5594071 (value 145893371; 0.02% of shares outstanding; change -0.01)
Holder of BF.B: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 10845542 (value 282851734; 0.04% of shares outstanding; change -0.01)
Holder of BF5B.DE: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 2558037 (value 58681370; 0.01% of shares outstanding; change 0.47)
Holder of BF5B.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4341010 (value 99582771; 0.01% of shares outstanding; change -0.02)
Holder of BF5B.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6452893 (value 148029368; 0.02% of shares outstanding; change -0.01)
Holder of BF5B.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4109647 (value 94275304; 0.01% of shares outstanding; change -0.03)
Holder of BF5B.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8911106 (value 204420776; 0.03% of shares outstanding; change -0.02)
Holder of BF5B.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2186569 (value 50159894; 0.01% of shares outstanding; change 0.00)
Holder of BF5B.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2249395 (value 51601122; 0.01% of shares outstanding; change 0.02)
Holder of BF5B.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 6861391 (value 157400313; 0.02% of shares outstanding; change -0.01)
Holder of BF5B.DE: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 5594071 (value 128327991; 0.02% of shares outstanding; change -0.01)
Holder of BF5B.DE: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 10845542 (value 248796739; 0.04% of shares outstanding; change -0.01)
Holder of BFAM: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 508600 (value 31848531; 0.01% of shares outstanding; change 0.24)
Holder of BFAM: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2025-12-31: 510715 (value 31980972; 0.01% of shares outstanding; change -0.23)
Holder of BFAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 610279 (value 38215670; 0.01% of shares outstanding; change 0.00)
Holder of BFAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 724888 (value 45392485; 0.01% of shares outstanding; change -0.04)
Holder of BFAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1283431 (value 80368447; 0.02% of shares outstanding; change -0.05)
Holder of BFAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1799731 (value 112699153; 0.03% of shares outstanding; change 0.00)
Holder of BFAM: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 850000 (value 64404497; 0.02% of shares outstanding; change 0.10)
Holder of BFAM: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1128086 (value 73156375; 0.02% of shares outstanding; change 0.09)
Holder of BFAM: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 584940 (value 44320901; 0.01% of shares outstanding; change 0.15)
Holder of BFAM: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 818558 (value 61948469; 0.02% of shares outstanding; change -0.05)
Holder of BFAM: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1600194 (value 121246694; 0.03% of shares outstanding; change 0.09)
Holder of BFAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 631615 (value 47857466; 0.01% of shares outstanding; change 0.04)
Holder of BFAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 710248 (value 53815488; 0.01% of shares outstanding; change -0.02)
Holder of BFAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1270767 (value 96286011; 0.02% of shares outstanding; change -0.01)
Holder of BFAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1756849 (value 133116442; 0.03% of shares outstanding; change -0.02)
Holder of BFAM: Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund
Shares held as of 2026-03-31: 538698 (value 34649055; 0.01% of shares outstanding; change 0.30)
Holder of BFAM: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1128086 (value 85475072; 0.02% of shares outstanding; change 0.00)
Holder of BFAM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3433933 (value 260189091; 0.07% of shares outstanding; change 1.00)
Holder of BFAM: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 805065 (value 60999772; 0.02% of shares outstanding; change -0.02)
Holder of BFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 96724 (value 13446570; 0.01% of shares outstanding; change 0.02)
Holder of BFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 301352 (value 41893956; 0.03% of shares outstanding; change 0.01)
Holder of BFC: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 49042 (value 6997312; 0.00% of shares outstanding; change 0.01)
Holder of BFC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 88541 (value 12633029; 0.01% of shares outstanding; change 0.01)
Holder of BFC: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 43528 (value 6563151; 0.00% of shares outstanding; change 0.01)
Holder of BFC: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 44923 (value 6773489; 0.00% of shares outstanding; change 0.01)
Holder of BFC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 54784 (value 7688386; 0.00% of shares outstanding; change 0.16)
Holder of BFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 114072 (value 17199776; 0.01% of shares outstanding; change 0.18)
Holder of BFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 345641 (value 52115749; 0.03% of shares outstanding; change 0.15)
Holder of BFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 246164 (value 34221720; 0.02% of shares outstanding; change 0.12)
Holder of BFC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 73255 (value 10183910; 0.01% of shares outstanding; change 0.12)
Holder of BFC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 54585 (value 8097685; 0.00% of shares outstanding; change 0.00)
Holder of BFC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 101736 (value 15339753; 0.01% of shares outstanding; change 0.15)
Holder of BFC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 90968 (value 13204915; 0.01% of shares outstanding; change 0.05)
Holder of BFC: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 57380 (value 8651756; 0.01% of shares outstanding; change 0.17)
Holder of BFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 236630 (value 35920434; 0.02% of shares outstanding; change -0.04)
Holder of BFC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 73337 (value 11132556; 0.01% of shares outstanding; change 0.00)
Holder of BFC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 52645 (value 7937813; 0.00% of shares outstanding; change -0.04)
Holder of BFC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 84461 (value 12441949; 0.01% of shares outstanding; change -0.07)
Holder of BFC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 242594 (value 36578323; 0.02% of shares outstanding; change 0.03)
Holder of BFC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 74907 (value 11294477; 0.01% of shares outstanding; change 0.02)
Holder of BFC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 152988 (value 23067530; 0.01% of shares outstanding; change 0.81)
Holder of BFH: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 812224 (value 72344791; 0.02% of shares outstanding; change 0.26)
Holder of BFH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 492413 (value 43859225; 0.01% of shares outstanding; change -0.01)
Holder of BFH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 983877 (value 87633924; 0.02% of shares outstanding; change -0.06)
Holder of BFH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 634694 (value 56532194; 0.02% of shares outstanding; change -0.06)
Holder of BFH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1331063 (value 118557781; 0.03% of shares outstanding; change -0.04)
Holder of BFH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 724774 (value 74224107; 0.02% of shares outstanding; change -0.02)
Holder of BFH: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 849225 (value 86969135; 0.02% of shares outstanding; change -0.20)
Holder of BFH: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 819881 (value 85521785; 0.02% of shares outstanding; change 0.01)
Holder of BFH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 492363 (value 51358383; 0.01% of shares outstanding; change 0.00)
Holder of BFH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 943580 (value 98424827; 0.02% of shares outstanding; change -0.04)
Holder of BFH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 601405 (value 62732554; 0.01% of shares outstanding; change -0.05)
Holder of BFH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1299231 (value 135522782; 0.03% of shares outstanding; change -0.02)
Holder of BFH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 571941 (value 50942784; 0.01% of shares outstanding; change 0.00)
Holder of BFH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1408123 (value 128294087; 0.03% of shares outstanding; change 0.04)
Holder of BFH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 724774 (value 75601174; 0.02% of shares outstanding; change 0.00)
Holder of BFH: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 491528 (value 51271284; 0.01% of shares outstanding; change -0.42)
Holder of BFH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1573878 (value 161180851; 0.04% of shares outstanding; change -0.06)
Holder of BFH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 536041 (value 54788750; 0.01% of shares outstanding; change -0.06)
Holder of BFH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1450982 (value 145562513; 0.04% of shares outstanding; change 0.03)
Holder of BFH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1573878 (value 164171210; 0.04% of shares outstanding; change 0.00)
Holder of BFH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 536041 (value 55914435; 0.01% of shares outstanding; change 0.00)
Holder of BFH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1490411 (value 155464767; 0.04% of shares outstanding; change 0.03)
Holder of BFIT.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 489087 (value 14310685; 0.01% of shares outstanding; change 0.02)
Holder of BFIT.AS: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 164048 (value 5347964; 0.00% of shares outstanding; change -0.14)
Holder of BFIT.AS: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 189747 (value 6117443; 0.00% of shares outstanding; change 0.00)
Holder of BFIT.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 128867 (value 4154672; 0.00% of shares outstanding; change 0.02)
Holder of BFIT.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 189050 (value 6163029; 0.00% of shares outstanding; change 0.02)
Holder of BFIT.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 750171 (value 24455573; 0.01% of shares outstanding; change 0.01)
Holder of BFIT.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 505746 (value 16386171; 0.01% of shares outstanding; change 0.03)
Holder of BFIT.AS: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 150554 (value 5049581; 0.00% of shares outstanding; change 0.21)
Holder of BFIT.AS: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 619968 (value 20793727; 0.01% of shares outstanding; change 0.00)
Holder of BFIT.AS: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 178098 (value 5770375; 0.00% of shares outstanding; change 0.09)
Holder of BFIT.AS: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 189747 (value 6147803; 0.00% of shares outstanding; change 0.00)
Holder of BFIT.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 125255 (value 4058262; 0.00% of shares outstanding; change -0.03)
Holder of BFIT.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 192796 (value 6246590; 0.00% of shares outstanding; change 0.02)
Holder of BFIT.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 750171 (value 24305541; 0.01% of shares outstanding; change 0.00)
Holder of BFIT.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 359382 (value 11643977; 0.01% of shares outstanding; change 0.01)
Holder of BFIT.AS: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 195539 (value 6335463; 0.00% of shares outstanding; change 0.00)
Holder of BFIT.AS: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 175750 (value 5694300; 0.00% of shares outstanding; change 0.17)
Holder of BFIT.AS: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 651301 (value 21102153; 0.01% of shares outstanding; change 0.05)
Holder of BFLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2235317 (value 10170692; 0.01% of shares outstanding; change 0.04)
Holder of BFLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5684407 (value 25864052; 0.02% of shares outstanding; change 0.09)
Holder of BFLY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1919232 (value 17081164; 0.01% of shares outstanding; change 0.01)
Holder of BFLY: DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund
Shares held as of 2026-03-31: 1600000 (value 10527999; 0.01% of shares outstanding; change 1.13)
Holder of BFLY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1107227 (value 5060027; 0.00% of shares outstanding; change 0.03)
Holder of BFLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2296582 (value 15111509; 0.01% of shares outstanding; change 0.03)
Holder of BFLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5684407 (value 37403397; 0.02% of shares outstanding; change 0.00)
Holder of BFLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4842022 (value 22031201; 0.02% of shares outstanding; change 0.02)
Holder of BFLY: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-04-30: 4889029 (value 22245082; 0.02% of shares outstanding; change -0.07)
Holder of BFLY: Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND
Shares held as of 2026-04-30: 1025695 (value 5682350; 0.00% of shares outstanding; change 0.09)
Holder of BFLY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1103198 (value 9818461; 0.00% of shares outstanding; change 0.00)
Holder of BFLY: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 1014021 (value 4634076; 0.00% of shares outstanding; change 2.64)
Holder of BFLY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1938799 (value 12757297; 0.01% of shares outstanding; change 0.01)
Holder of BFLY: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 3086459 (value 20308899; 0.01% of shares outstanding; change 0.12)
Holder of BFLY: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 2254500 (value 14834609; 0.01% of shares outstanding; change 1.00)
Holder of BFLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4652477 (value 35731022; 0.02% of shares outstanding; change -0.04)
Holder of BFLY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1609144 (value 12358225; 0.01% of shares outstanding; change 0.00)
Holder of BFLY: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-05-31: 4457526 (value 34233798; 0.02% of shares outstanding; change -0.09)
Holder of BFLY: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 1857514 (value 14265707; 0.01% of shares outstanding; change 0.83)
Holder of BFLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4696732 (value 30904496; 0.02% of shares outstanding; change 0.01)
Holder of BFLY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1592552 (value 10478992; 0.01% of shares outstanding; change -0.01)
Holder of BFLY: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 4794453 (value 31547500; 0.02% of shares outstanding; change 0.08)
Holder of BFLY: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1562912 (value 10283960; 0.01% of shares outstanding; change -0.16)
Holder of BFRG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 38581 (value 29228; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 93308 (value 70690; 0.01% of shares outstanding; change 0.00)
Holder of BFRG: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 200 (value 141; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 57743 (value 38745; 0.00% of shares outstanding; change 0.14)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3407 (value 2286; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7178 (value 4816; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6910 (value 4636; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 38581 (value 22608; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 27993 (value 16403; 0.00% of shares outstanding; change -0.70)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 57533 (value 40848; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3407 (value 2418; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7178 (value 5096; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6910 (value 4906; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 57533 (value 33714; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3407 (value 1996; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7178 (value 4206; 0.00% of shares outstanding; change 0.00)
Holder of BFRG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 6910 (value 4049; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 52254 (value 46297; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 14 (value 15; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 86790 (value 81148; 0.01% of shares outstanding; change 0.59)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7488 (value 7001; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 422 (value 394; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-03-31: 100000 (value 93500; 0.01% of shares outstanding; change 1.00)
Holder of BFRI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 52254 (value 56956; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 86474 (value 81761; 0.01% of shares outstanding; change 0.00)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7488 (value 7079; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 422 (value 399; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-04-30: 150000 (value 151499; 0.01% of shares outstanding; change 0.50)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 77068 (value 84004; 0.01% of shares outstanding; change -0.11)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7488 (value 8161; 0.00% of shares outstanding; change 0.00)
Holder of BFRI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 422 (value 459; 0.00% of shares outstanding; change 0.00)
Holder of BFS: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 475794 (value 17385513; 0.02% of shares outstanding; change 0.02)
Holder of BFS: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 749624 (value 27391261; 0.03% of shares outstanding; change -0.02)
Holder of BFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 138988 (value 4817324; 0.01% of shares outstanding; change 0.02)
Holder of BFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 305106 (value 10574973; 0.01% of shares outstanding; change 0.05)
Holder of BFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 196287 (value 6803307; 0.01% of shares outstanding; change 0.06)
Holder of BFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 397743 (value 13785772; 0.02% of shares outstanding; change 0.03)
Holder of BFS: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 265065 (value 9550291; 0.01% of shares outstanding; change -0.05)
Holder of BFS: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 499974 (value 18014062; 0.02% of shares outstanding; change 0.01)
Holder of BFS: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 513675 (value 18327924; 0.02% of shares outstanding; change 0.08)
Holder of BFS: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 791581 (value 28243610; 0.03% of shares outstanding; change 0.06)
Holder of BFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 142901 (value 5098707; 0.01% of shares outstanding; change 0.03)
Holder of BFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 308174 (value 10995648; 0.01% of shares outstanding; change 0.01)
Holder of BFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 197204 (value 7036238; 0.01% of shares outstanding; change 0.00)
Holder of BFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 424157 (value 15133921; 0.02% of shares outstanding; change 0.07)
Holder of BFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 283166 (value 9814533; 0.01% of shares outstanding; change 0.02)
Holder of BFS: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 255502 (value 9116311; 0.01% of shares outstanding; change -0.04)
Holder of BFS: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 498696 (value 17793473; 0.02% of shares outstanding; change 0.00)
Holder of BFS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 756433 (value 27254280; 0.03% of shares outstanding; change 0.01)
Holder of BFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 272043 (value 10226096; 0.01% of shares outstanding; change -0.04)
Holder of BFS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 755179 (value 26944786; 0.03% of shares outstanding; change 0.00)
Holder of BFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 274640 (value 9799155; 0.01% of shares outstanding; change 0.01)
Holder of BFST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 320710 (value 9133820; 0.01% of shares outstanding; change 0.01)
Holder of BFST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 851088 (value 24238985; 0.03% of shares outstanding; change 0.02)
Holder of BFST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 278529 (value 8013279; 0.01% of shares outstanding; change 0.02)
Holder of BFST: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 735269 (value 22910981; 0.02% of shares outstanding; change 0.00)
Holder of BFST: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 215468 (value 6300284; 0.01% of shares outstanding; change 0.00)
Holder of BFST: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 250000 (value 7789999; 0.01% of shares outstanding; change 0.00)
Holder of BFST: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 268418 (value 8363904; 0.01% of shares outstanding; change -0.06)
Holder of BFST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 367972 (value 11466007; 0.01% of shares outstanding; change 0.15)
Holder of BFST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1027264 (value 32009546; 0.03% of shares outstanding; change 0.21)
Holder of BFST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 735305 (value 20941486; 0.02% of shares outstanding; change 0.06)
Holder of BFST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 271556 (value 7733914; 0.01% of shares outstanding; change 0.12)
Holder of BFST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 779895 (value 22188013; 0.02% of shares outstanding; change 0.06)
Holder of BFST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 310188 (value 9665458; 0.01% of shares outstanding; change 0.11)
Holder of BFST: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 215468 (value 6601939; 0.01% of shares outstanding; change 0.00)
Holder of BFST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 706476 (value 21646424; 0.02% of shares outstanding; change -0.04)
Holder of BFST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 268451 (value 8225338; 0.01% of shares outstanding; change -0.01)
Holder of BFST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 818617 (value 24601078; 0.03% of shares outstanding; change 0.05)
Holder of BFST: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 778698 (value 23859306; 0.02% of shares outstanding; change 0.06)
Holder of BFST: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 215468 (value 6475244; 0.01% of shares outstanding; change 0.00)
Holder of BFST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 731528 (value 22794412; 0.02% of shares outstanding; change 0.04)
Holder of BFST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 270728 (value 8435884; 0.01% of shares outstanding; change 0.01)
Holder of BFST: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 857642 (value 26724124; 0.03% of shares outstanding; change 0.05)
Holder of BFST: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 282903 (value 8815257; 0.01% of shares outstanding; change 1.00)
Holder of BG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3414006 (value 420946950; 0.02% of shares outstanding; change -0.01)
Holder of BG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3510276 (value 432817041; 0.02% of shares outstanding; change 0.06)
Holder of BG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2263311 (value 279066253; 0.01% of shares outstanding; change 0.07)
Holder of BG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4857633 (value 598946163; 0.03% of shares outstanding; change 0.10)
Holder of BG: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 4549819 (value 552939497; 0.02% of shares outstanding; change 0.00)
Holder of BG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1728559 (value 213131329; 0.01% of shares outstanding; change 0.00)
Holder of BG: Income Fund of America
Shares held as of 2026-03-31: 6600737 (value 743110983; 0.03% of shares outstanding; change 0.10)
Holder of BG: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3722586 (value 429283418; 0.02% of shares outstanding; change 0.00)
Holder of BG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3440502 (value 418124203; 0.02% of shares outstanding; change 0.01)
Holder of BG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3569616 (value 433815428; 0.02% of shares outstanding; change 0.02)
Holder of BG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2273053 (value 276244128; 0.01% of shares outstanding; change 0.00)
Holder of BG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4923001 (value 598292305; 0.03% of shares outstanding; change 0.01)
Holder of BG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1734533 (value 195273728; 0.01% of shares outstanding; change 0.00)
Holder of BG: Income Fund of America
Shares held as of 2026-04-30: 6600737 (value 802187559; 0.03% of shares outstanding; change 0.00)
Holder of BG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1622401 (value 206320732; 0.01% of shares outstanding; change 0.03)
Holder of BG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1750931 (value 186404112; 0.01% of shares outstanding; change 0.01)
Holder of BG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1732118 (value 210504298; 0.01% of shares outstanding; change 0.00)
Holder of BG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1638280 (value 188924161; 0.01% of shares outstanding; change 0.01)
Holder of BG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1783479 (value 216746200; 0.01% of shares outstanding; change 0.02)
Holder of BG: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3985501 (value 484357931; 0.02% of shares outstanding; change 0.07)
Holder of BG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1646575 (value 200108257; 0.01% of shares outstanding; change 0.01)
Holder of BGB: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 22091 (value 251174; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 12865 (value 146275; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 11347 (value 129015; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 32447 (value 366975; 0.00% of shares outstanding; change 0.39)
Holder of BGB: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 42896 (value 485153; 0.00% of shares outstanding; change -0.21)
Holder of BGB: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 6079 (value 68753; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 49816 (value 563917; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 91382 (value 1033530; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Guggenheim Strategic Opportunities Fund
Shares held as of 2026-02-28: 186741 (value 2112040; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 18780 (value 210335; 0.00% of shares outstanding; change -0.15)
Holder of BGB: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 11734 (value 131420; 0.00% of shares outstanding; change -0.09)
Holder of BGB: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 9045 (value 101303; 0.00% of shares outstanding; change -0.20)
Holder of BGB: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 35775 (value 400679; 0.00% of shares outstanding; change 0.10)
Holder of BGB: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 29859 (value 334420; 0.00% of shares outstanding; change -0.30)
Holder of BGB: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 27888 (value 315413; 0.00% of shares outstanding; change 0.05)
Holder of BGB: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 6079 (value 68084; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 43953 (value 492273; 0.00% of shares outstanding; change -0.12)
Holder of BGB: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 91382 (value 1023478; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Guggenheim Strategic Opportunities Fund
Shares held as of 2026-05-31: 186741 (value 2091499; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 27888 (value 315413; 0.00% of shares outstanding; change 0.00)
Holder of BGB: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 11158 (value 124969; 0.00% of shares outstanding; change -0.60)
Holder of BGC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 3768126 (value 44652294; 0.01% of shares outstanding; change 0.09)
Holder of BGC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3867307 (value 40413357; 0.01% of shares outstanding; change -0.01)
Holder of BGC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 8148611 (value 85152983; 0.02% of shares outstanding; change -0.06)
Holder of BGC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 5257007 (value 54935722; 0.01% of shares outstanding; change -0.05)
Holder of BGC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11474429 (value 119907780; 0.03% of shares outstanding; change -0.01)
Holder of BGC: Vanguard Explorer Fund
Shares held as of 2026-01-31: 3394858 (value 40908039; 0.01% of shares outstanding; change 0.07)
Holder of BGC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 3541272 (value 42672328; 0.01% of shares outstanding; change 0.01)
Holder of BGC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 4217516 (value 49134059; 0.01% of shares outstanding; change 0.12)
Holder of BGC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 4380900 (value 45780404; 0.01% of shares outstanding; change 0.12)
Holder of BGC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4054424 (value 47234038; 0.01% of shares outstanding; change 0.05)
Holder of BGC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8367746 (value 97484237; 0.02% of shares outstanding; change 0.03)
Holder of BGC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 5332509 (value 62123727; 0.01% of shares outstanding; change 0.01)