speb/financial-data huggingface dataset:
Holder of DCH.L: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 2158484 (value 1014487480; 0.01% of shares outstanding; change 0.00)
Holder of DCH.L: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 14393473 (value 6764932310; 0.06% of shares outstanding; change 0.02)
Holder of DCH.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5386436 (value 2100710040; 0.02% of shares outstanding; change -0.04)
Holder of DCH.L: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1942585 (value 757608150; 0.01% of shares outstanding; change -0.01)
Holder of DCH.L: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 2200059 (value 1034027730; 0.01% of shares outstanding; change -0.05)
Holder of DCH.L: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 2177963 (value 836337792; 0.01% of shares outstanding; change 0.01)
Holder of DCH.L: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 14315580 (value 6069805920; 0.06% of shares outstanding; change -0.01)
Holder of DCH.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5437634 (value 2305556816; 0.02% of shares outstanding; change 0.01)
Holder of DCH.L: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1982969 (value 840778856; 0.01% of shares outstanding; change 0.02)
Holder of DCH.L: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 2266328 (value 960923072; 0.01% of shares outstanding; change 0.03)
Holder of DCH.L: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 2181002 (value 924744848; 0.01% of shares outstanding; change 0.00)
Holder of DCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1247009 (value 102092630; 0.01% of shares outstanding; change 0.00)
Holder of DCI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2628581 (value 215201933; 0.02% of shares outstanding; change -0.05)
Holder of DCI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1694783 (value 138751888; 0.01% of shares outstanding; change -0.04)
Holder of DCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3596005 (value 294404939; 0.03% of shares outstanding; change -0.02)
Holder of DCI: American Century Mutual Funds, Inc.-ULTRA FUND
Shares held as of 2026-03-31: 1027000 (value 88270646; 0.01% of shares outstanding; change 0.16)
Holder of DCI: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 2007302 (value 173430895; 0.02% of shares outstanding; change 0.00)
Holder of DCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1287253 (value 119444207; 0.01% of shares outstanding; change 0.03)
Holder of DCI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2670498 (value 247795511; 0.02% of shares outstanding; change 0.02)
Holder of DCI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1700520 (value 157791252; 0.01% of shares outstanding; change 0.00)
Holder of DCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3679573 (value 341427582; 0.03% of shares outstanding; change 0.02)
Holder of DCI: American Century Mutual Funds, Inc.-ULTRA FUND
Shares held as of 2026-04-30: 1027000 (value 95295330; 0.01% of shares outstanding; change 0.00)
Holder of DCI: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 2007302 (value 186257554; 0.02% of shares outstanding; change 0.00)
Holder of DCI: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 825789 (value 71348170; 0.01% of shares outstanding; change 0.09)
Holder of DCI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 872585 (value 75391345; 0.01% of shares outstanding; change 0.00)
Holder of DCI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 1147286 (value 99125512; 0.01% of shares outstanding; change 0.16)
Holder of DCI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3896604 (value 334913101; 0.03% of shares outstanding; change 0.02)
Holder of DCI: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 864204 (value 78124042; 0.01% of shares outstanding; change 0.05)
Holder of DCI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 864069 (value 77558835; 0.01% of shares outstanding; change -0.01)
Holder of DCI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 1145294 (value 102801591; 0.01% of shares outstanding; change 0.00)
Holder of DCI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3912665 (value 363056188; 0.03% of shares outstanding; change 0.00)
Holder of DCI: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 941981 (value 87406417; 0.01% of shares outstanding; change 0.09)
Holder of DCI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 891094 (value 82684613; 0.01% of shares outstanding; change 0.03)
Holder of DCI: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 1140252 (value 105803984; 0.01% of shares outstanding; change 0.00)
Holder of DCM.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 7900 (value 14457; 0.00% of shares outstanding; change 0.00)
Holder of DCM.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 900 (value 2330; 0.00% of shares outstanding; change 1.00)
Holder of DCM.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 16700 (value 43252; 0.00% of shares outstanding; change 1.11)
Holder of DCM.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 8000 (value 20719; 0.00% of shares outstanding; change 1.00)
Holder of DCO: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2025-12-31: 151476 (value 23057676; 0.01% of shares outstanding; change 1.00)
Holder of DCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 148951 (value 22673321; 0.01% of shares outstanding; change 0.02)
Holder of DCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 445125 (value 67756928; 0.03% of shares outstanding; change 0.01)
Holder of DCO: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 151237 (value 24938980; 0.01% of shares outstanding; change -0.06)
Holder of DCO: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 138500 (value 24575440; 0.01% of shares outstanding; change -0.01)
Holder of DCO: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2026-03-31: 141282 (value 25069078; 0.01% of shares outstanding; change -0.07)
Holder of DCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 153514 (value 27239524; 0.01% of shares outstanding; change 0.03)
Holder of DCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 445125 (value 78982981; 0.03% of shares outstanding; change 0.00)
Holder of DCO: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 235000 (value 41698400; 0.02% of shares outstanding; change 1.00)
Holder of DCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 339324 (value 51651899; 0.02% of shares outstanding; change 0.01)
Holder of DCO: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 186902 (value 30752853; 0.01% of shares outstanding; change -0.01)
Holder of DCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 136188 (value 24165199; 0.01% of shares outstanding; change 0.01)
Holder of DCO: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 351468 (value 57830542; 0.02% of shares outstanding; change 0.00)
Holder of DCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 326189 (value 60866869; 0.02% of shares outstanding; change -0.04)
Holder of DCO: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 157957 (value 29255217; 0.01% of shares outstanding; change 0.01)
Holder of DCO: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 177656 (value 33150610; 0.01% of shares outstanding; change -0.05)
Holder of DCO: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 347222 (value 64791627; 0.02% of shares outstanding; change -0.01)
Holder of DCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 329091 (value 58393907; 0.02% of shares outstanding; change 0.01)
Holder of DCO: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 152750 (value 27103960; 0.01% of shares outstanding; change -0.03)
Holder of DCO: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 147472 (value 26167432; 0.01% of shares outstanding; change -0.17)
Holder of DCO: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 496489 (value 88097009; 0.03% of shares outstanding; change 0.43)
Holder of DCO.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 2075576 (value 948123091; 0.01% of shares outstanding; change 0.07)
Holder of DCO.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 3113013 (value 1688498327; 0.01% of shares outstanding; change 1.41)
Holder of DCO.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 2042064 (value 932814810; 0.01% of shares outstanding; change 0.00)
Holder of DCO.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3219496 (value 1470665733; 0.01% of shares outstanding; change 0.01)
Holder of DCO.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6405426 (value 3474303218; 0.02% of shares outstanding; change 0.01)
Holder of DCO.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8148756 (value 4419885453; 0.03% of shares outstanding; change 0.01)
Holder of DCO.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2373431 (value 1287349032; 0.01% of shares outstanding; change 0.00)
Holder of DCO.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 3783643 (value 1728368076; 0.01% of shares outstanding; change 0.17)
Holder of DCO.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3014851 (value 1377183899; 0.01% of shares outstanding; change 0.03)
Holder of DCO.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3260783 (value 1489525634; 0.01% of shares outstanding; change 0.01)
Holder of DCO.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3226115 (value 1749844854; 0.01% of shares outstanding; change 0.00)
Holder of DCO.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 2174282 (value 1179330609; 0.01% of shares outstanding; change 0.00)
Holder of DCO.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3321347 (value 1801498693; 0.01% of shares outstanding; change 0.02)
Holder of DCO.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2219941 (value 1204096052; 0.01% of shares outstanding; change 0.42)
Holder of DCO.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3036287 (value 1646882142; 0.01% of shares outstanding; change 0.00)
Holder of DCO.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 4155943 (value 2254183584; 0.02% of shares outstanding; change 0.09)
Holder of DCOM: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 457647 (value 17125149; 0.01% of shares outstanding; change -0.08)
Holder of DCOM: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 535560 (value 20040654; 0.01% of shares outstanding; change -0.01)
Holder of DCOM: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 988391 (value 36985589; 0.02% of shares outstanding; change -0.08)
Holder of DCOM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 441845 (value 16533839; 0.01% of shares outstanding; change 0.00)
Holder of DCOM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1311753 (value 49085794; 0.03% of shares outstanding; change -0.03)
Holder of DCOM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 519091 (value 20327603; 0.01% of shares outstanding; change -0.05)
Holder of DCOM: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 412188 (value 16306157; 0.01% of shares outstanding; change -0.10)
Holder of DCOM: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 493191 (value 19510636; 0.01% of shares outstanding; change -0.08)
Holder of DCOM: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 886146 (value 35055936; 0.02% of shares outstanding; change -0.10)
Holder of DCOM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 455918 (value 18036116; 0.01% of shares outstanding; change 0.03)
Holder of DCOM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1343043 (value 53130782; 0.03% of shares outstanding; change 0.02)
Holder of DCOM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 986224 (value 36904500; 0.02% of shares outstanding; change 0.00)
Holder of DCOM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 623100 (value 24269745; 0.01% of shares outstanding; change 0.44)
Holder of DCOM: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 397492 (value 15931480; 0.01% of shares outstanding; change 0.00)
Holder of DCOM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 543202 (value 21489071; 0.01% of shares outstanding; change 0.05)
Holder of DCOM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 395057 (value 15628455; 0.01% of shares outstanding; change 0.01)
Holder of DCOM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2487837 (value 97423696; 0.06% of shares outstanding; change 0.02)
Holder of DCOM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 947634 (value 38199127; 0.02% of shares outstanding; change -0.04)
Holder of DCOM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 753123 (value 30358389; 0.02% of shares outstanding; change 0.21)
Holder of DCOM: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 394960 (value 15466633; 0.01% of shares outstanding; change -0.01)
Holder of DCOM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2474537 (value 97892687; 0.06% of shares outstanding; change -0.01)
Holder of DCOM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 956644 (value 37844837; 0.02% of shares outstanding; change 0.01)
Holder of DCOM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 845941 (value 33465427; 0.02% of shares outstanding; change 0.12)
Holder of DCOM: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 417614 (value 16520810; 0.01% of shares outstanding; change 0.23)
Holder of DCOY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 5175 (value 34206; 0.01% of shares outstanding; change 1.09)
Holder of DCOY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 477 (value 3152; 0.00% of shares outstanding; change 0.85)
Holder of DCOY: Listed Funds Trust-Horizon Kinetics Medical ETF
Shares held as of 2026-03-31: 21 (value 105; 0.00% of shares outstanding; change 0.00)
Holder of DCOY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 5156 (value 37071; 0.01% of shares outstanding; change 0.00)
Holder of DCOY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 477 (value 3429; 0.00% of shares outstanding; change 0.00)
Holder of DCOY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5156 (value 25986; 0.01% of shares outstanding; change 0.00)
Holder of DCOY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 477 (value 2404; 0.00% of shares outstanding; change 0.00)
Holder of DCTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 281442 (value 3033944; 0.00% of shares outstanding; change 0.04)
Holder of DCTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 983010 (value 10596847; 0.00% of shares outstanding; change 0.00)
Holder of DCTH: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 76604 (value 817364; 0.00% of shares outstanding; change 0.05)
Holder of DCTH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 291101 (value 3350572; 0.00% of shares outstanding; change 0.01)
Holder of DCTH: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 147015 (value 1796523; 0.00% of shares outstanding; change 0.00)
Holder of DCTH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 131096 (value 1398794; 0.00% of shares outstanding; change -0.08)
Holder of DCTH: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 119540 (value 1460778; 0.00% of shares outstanding; change 0.26)
Holder of DCTH: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 261126 (value 3190959; 0.00% of shares outstanding; change 0.00)
Holder of DCTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 312851 (value 3823039; 0.00% of shares outstanding; change 0.11)
Holder of DCTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 983010 (value 12012382; 0.00% of shares outstanding; change 0.00)
Holder of DCTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 733007 (value 7901815; 0.00% of shares outstanding; change 0.02)
Holder of DCTH: Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND
Shares held as of 2026-04-30: 153093 (value 1870796; 0.00% of shares outstanding; change 1.26)
Holder of DCTH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 130619 (value 1644493; 0.00% of shares outstanding; change 0.00)
Holder of DCTH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 297852 (value 3639751; 0.00% of shares outstanding; change 0.02)
Holder of DCTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 728385 (value 9614681; 0.00% of shares outstanding; change -0.01)
Holder of DCTH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 240455 (value 3174005; 0.00% of shares outstanding; change 0.00)
Holder of DCTH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 140170 (value 1712877; 0.00% of shares outstanding; change 0.07)
Holder of DCTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 735328 (value 8985708; 0.00% of shares outstanding; change 0.01)
Holder of DCTH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 250967 (value 3066816; 0.00% of shares outstanding; change 0.04)
Holder of DCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11243 (value 27320; 0.00% of shares outstanding; change 0.00)
Holder of DCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11243 (value 12142; 0.00% of shares outstanding; change 0.00)
Holder of DCX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11243 (value 7103; 0.00% of shares outstanding; change 0.00)
Holder of DD: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 5171526 (value 249577836; 0.01% of shares outstanding; change 0.15)
Holder of DD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 10563731 (value 511495835; 0.03% of shares outstanding; change 0.02)
Holder of DD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 9508577 (value 460405280; 0.02% of shares outstanding; change 1.00)
Holder of DD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 6130182 (value 296823401; 0.02% of shares outstanding; change 1.00)
Holder of DD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 13176575 (value 638009737; 0.03% of shares outstanding; change 0.00)
Holder of DD: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 4158185 (value 200382929; 0.01% of shares outstanding; change 0.00)
Holder of DD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5225733 (value 253029982; 0.01% of shares outstanding; change -0.02)
Holder of DD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3465164 (value 477153072; 0.03% of shares outstanding; change -0.02)
Holder of DD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3143130 (value 432808991; 0.02% of shares outstanding; change -0.01)
Holder of DD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2001428 (value 275596629; 0.01% of shares outstanding; change -0.02)
Holder of DD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4321862 (value 595120384; 0.03% of shares outstanding; change -0.02)
Holder of DD: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 1441665 (value 198517266; 0.01% of shares outstanding; change 1.00)
Holder of DD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5243793 (value 252698377; 0.01% of shares outstanding; change 0.00)
Holder of DD: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-04-30: 3683254 (value 178343151; 0.01% of shares outstanding; change 0.10)
Holder of DD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4859494 (value 234519172; 0.01% of shares outstanding; change 0.03)
Holder of DD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1764377 (value 246853992; 0.01% of shares outstanding; change 0.01)
Holder of DD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1745495 (value 240354656; 0.01% of shares outstanding; change 0.00)
Holder of DD: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1219969 (value 165049597; 0.01% of shares outstanding; change 0.00)
Holder of DD: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-05-31: 1205850 (value 163513267; 0.01% of shares outstanding; change -0.02)
Holder of DD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1635776 (value 221811235; 0.01% of shares outstanding; change 0.01)
Holder of DD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1797199 (value 247474296; 0.01% of shares outstanding; change 0.02)
Holder of DD: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1346987 (value 185480105; 0.01% of shares outstanding; change 0.10)
Holder of DD: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-06-30: 1494841 (value 205839601; 0.01% of shares outstanding; change 0.24)
Holder of DD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1662406 (value 228913301; 0.01% of shares outstanding; change 0.02)
Holder of DDD: SCM Trust-ICON Natural Resources and Infrastructure Fund
Shares held as of 2025-12-31: 1400000 (value 4997999; 0.01% of shares outstanding; change -0.46)
Holder of DDD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1376762 (value 4915040; 0.01% of shares outstanding; change -0.05)
Holder of DDD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4029220 (value 14384315; 0.03% of shares outstanding; change 0.00)
Holder of DDD: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 2352240 (value 7668302; 0.02% of shares outstanding; change -0.02)
Holder of DDD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1224304 (value 3991231; 0.01% of shares outstanding; change 0.01)
Holder of DDD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 673896 (value 1961037; 0.00% of shares outstanding; change 0.35)
Holder of DDD: SmallCap World Fund Inc
Shares held as of 2026-03-31: 5208333 (value 13385415; 0.04% of shares outstanding; change 0.00)
Holder of DDD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1648038 (value 4235457; 0.01% of shares outstanding; change 0.20)
Holder of DDD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4029220 (value 10355095; 0.03% of shares outstanding; change 0.00)
Holder of DDD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3452268 (value 12324596; 0.02% of shares outstanding; change 0.14)
Holder of DDD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1222565 (value 4364556; 0.01% of shares outstanding; change 0.15)
Holder of DDD: ARK ETF Trust-The 3D Printing ETF
Shares held as of 2026-04-30: 1032786 (value 3005407; 0.01% of shares outstanding; change 0.05)
Holder of DDD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 774145 (value 2337917; 0.01% of shares outstanding; change 0.15)
Holder of DDD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1408746 (value 3620477; 0.01% of shares outstanding; change 0.15)
Holder of DDD: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 8695625 (value 26173831; 0.06% of shares outstanding; change 0.00)
Holder of DDD: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 1657240 (value 4259106; 0.01% of shares outstanding; change -0.30)
Holder of DDD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3317203 (value 9288168; 0.02% of shares outstanding; change -0.04)
Holder of DDD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1208615 (value 3384121; 0.01% of shares outstanding; change -0.01)
Holder of DDD: ARK ETF Trust-The 3D Printing ETF
Shares held as of 2026-05-31: 1032786 (value 2891800; 0.01% of shares outstanding; change 0.00)
Holder of DDD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 760754 (value 1955137; 0.01% of shares outstanding; change -0.02)
Holder of DDD: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 8574349 (value 27009200; 0.06% of shares outstanding; change -0.01)
Holder of DDD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3449778 (value 8865929; 0.02% of shares outstanding; change 0.04)
Holder of DDD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1218845 (value 3132431; 0.01% of shares outstanding; change 0.01)
Holder of DDD: ARK ETF Trust-The 3D Printing ETF
Shares held as of 2026-06-30: 1032786 (value 2654259; 0.01% of shares outstanding; change 0.00)
Holder of DDD: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 10261239 (value 26371383; 0.07% of shares outstanding; change 0.20)
Holder of DDI: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-01-31: 347628 (value 3966435; 0.01% of shares outstanding; change 0.24)
Holder of DDI: SCHWAB CAPITAL TRT-Schwab Fd.amental Intl Small Eqy. Index Fd.
Shares held as of 2026-01-31: 17483 (value 199481; 0.00% of shares outstanding; change 0.39)
Holder of DDI: RBB Fund, Inc.-Boston Partners Long/Short Equity Fund
Shares held as of 2026-02-28: 71931 (value 821452; 0.00% of shares outstanding; change 0.53)
Holder of DDI: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 78444 (value 895830; 0.00% of shares outstanding; change 0.43)
Holder of DDI: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Seligman Glob
Shares held as of 2026-03-31: 36769 (value 419901; 0.00% of shares outstanding; change 0.04)
Holder of DDI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4819 (value 55996; 0.00% of shares outstanding; change 0.00)
Holder of DDI: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-03-31: 2346 (value 27260; 0.00% of shares outstanding; change 0.00)
Holder of DDI: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 400000 (value 4568000; 0.01% of shares outstanding; change 0.00)
Holder of DDI: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 12113 (value 138209; 0.00% of shares outstanding; change 0.00)
Holder of DDI: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-04-30: 370873 (value 4235369; 0.01% of shares outstanding; change 0.07)
Holder of DDI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6623 (value 76032; 0.00% of shares outstanding; change 0.37)
Holder of DDI: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-04-30: 2346 (value 26767; 0.00% of shares outstanding; change 0.00)
Holder of DDI: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Developed Markets ex-U.S. Sma
Shares held as of 2026-04-30: 2450 (value 27954; 0.00% of shares outstanding; change 0.08)
Holder of DDI: SCHWAB CAPITAL TRT-Schwab Fd.amental Intl Small Eqy. Index Fd.
Shares held as of 2026-04-30: 15054 (value 171916; 0.00% of shares outstanding; change -0.14)
Holder of DDI: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 12113 (value 138330; 0.00% of shares outstanding; change 0.00)
Holder of DDI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6623 (value 75634; 0.00% of shares outstanding; change 0.00)
Holder of DDI: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-05-31: 2346 (value 26791; 0.00% of shares outstanding; change 0.00)
Holder of DDI: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Developed Markets ex-U.S. Sma
Shares held as of 2026-05-31: 2330 (value 26771; 0.00% of shares outstanding; change -0.05)
Holder of DDI: Comstock Funds, Inc.-COMSTOCK CAPITAL VALUE FUND
Shares held as of 2026-06-30: 2500 (value 28550; 0.00% of shares outstanding; change 1.00)
Holder of DDL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 1400483 (value 2702932; 0.01% of shares outstanding; change -0.08)
Holder of DDL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 395101 (value 762544; 0.00% of shares outstanding; change 0.00)
Holder of DDL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-01-31: 66118 (value 127607; 0.00% of shares outstanding; change 0.00)
Holder of DDL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1547574 (value 2986817; 0.01% of shares outstanding; change 0.00)
Holder of DDL: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 49992 (value 120980; 0.00% of shares outstanding; change -0.46)
Holder of DDL: VANGUARD WORLD FUND-Vanguard ESG International Stock ETF
Shares held as of 2026-02-28: 19553 (value 47318; 0.00% of shares outstanding; change 0.00)
Holder of DDL: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 100668 (value 242609; 0.00% of shares outstanding; change 0.00)
Holder of DDL: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-04-30: 18289 (value 44076; 0.00% of shares outstanding; change -0.04)
Holder of DDL: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 162195 (value 324390; 0.00% of shares outstanding; change 0.00)
Holder of DDL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 84966 (value 204768; 0.00% of shares outstanding; change -0.07)
Holder of DDL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 1214608 (value 2939351; 0.01% of shares outstanding; change -0.13)
Holder of DDL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 335519 (value 811956; 0.00% of shares outstanding; change -0.15)
Holder of DDL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 66118 (value 160005; 0.00% of shares outstanding; change 0.00)
Holder of DDL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1455652 (value 3522677; 0.01% of shares outstanding; change -0.06)
Holder of DDL: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 94323 (value 214113; 0.00% of shares outstanding; change -0.06)
Holder of DDL: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-05-31: 18289 (value 41516; 0.00% of shares outstanding; change 0.00)
Holder of DDL: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 162195 (value 368182; 0.00% of shares outstanding; change 0.00)
Holder of DDL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 84966 (value 205617; 0.00% of shares outstanding; change 0.00)
Holder of DDL: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 88400 (value 213928; 0.00% of shares outstanding; change -0.06)
Holder of DDL: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-06-30: 18289 (value 44259; 0.00% of shares outstanding; change 0.00)
Holder of DDL: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 162195 (value 392511; 0.00% of shares outstanding; change 0.00)
Holder of DDOG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 8207519 (value 2030129874; 0.02% of shares outstanding; change 0.03)
Holder of DDOG: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3847444 (value 951665296; 0.01% of shares outstanding; change -0.08)
Holder of DDOG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10229679 (value 2530311163; 0.03% of shares outstanding; change 0.01)
Holder of DDOG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4192324 (value 1036971366; 0.01% of shares outstanding; change 0.01)
Holder of DDOG: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-03-31: 3661676 (value 905715580; 0.01% of shares outstanding; change -0.17)
Holder of DDOG: JANUS INVESTMENT FUND-Janus Henderson Forty Fund
Shares held as of 2026-03-31: 3501109 (value 864283769; 0.01% of shares outstanding; change 0.06)
Holder of DDOG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8343324 (value 2059632967; 0.03% of shares outstanding; change 0.02)
Holder of DDOG: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 3887255 (value 959607771; 0.01% of shares outstanding; change 0.01)
Holder of DDOG: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 7089567 (value 1750130513; 0.02% of shares outstanding; change 0.00)
Holder of DDOG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10425815 (value 2573716697; 0.03% of shares outstanding; change 0.02)
Holder of DDOG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4206803 (value 931259959; 0.01% of shares outstanding; change 0.00)
Holder of DDOG: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-04-30: 2749976 (value 715983711; 0.01% of shares outstanding; change -0.25)
Holder of DDOG: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 7030654 (value 1616347311; 0.02% of shares outstanding; change 0.02)
Holder of DDOG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3932535 (value 904089772; 0.01% of shares outstanding; change 0.03)
Holder of DDOG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4246122 (value 1105520261; 0.01% of shares outstanding; change 0.01)
Holder of DDOG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4200942 (value 1037044544; 0.01% of shares outstanding; change 0.00)
Holder of DDOG: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-05-31: 2912676 (value 719023199; 0.01% of shares outstanding; change 0.06)
Holder of DDOG: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 7117982 (value 1841350780; 0.02% of shares outstanding; change 0.01)
Holder of DDOG: JANUS INVESTMENT FUND-Janus Henderson Forty Fund
Shares held as of 2026-05-31: 3501109 (value 911548687; 0.01% of shares outstanding; change 0.00)
Holder of DDOG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3970926 (value 1025432017; 0.01% of shares outstanding; change 0.01)
Holder of DDOG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4325226 (value 1067725292; 0.01% of shares outstanding; change 0.02)
Holder of DDOG: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 7022499 (value 1733574107; 0.02% of shares outstanding; change -0.01)
Holder of DDOG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3998620 (value 987099335; 0.01% of shares outstanding; change 0.01)
Holder of DDS: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 125062 (value 73812845; 0.01% of shares outstanding; change -0.06)
Holder of DDS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 32544 (value 19207794; 0.00% of shares outstanding; change -0.01)
Holder of DDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 66052 (value 38984552; 0.01% of shares outstanding; change -0.04)
Holder of DDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 42533 (value 25103402; 0.00% of shares outstanding; change -0.04)
Holder of DDS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 91789 (value 54174787; 0.01% of shares outstanding; change -0.01)
Holder of DDS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 46633 (value 26550964; 0.00% of shares outstanding; change 0.00)
Holder of DDS: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 27522 (value 14543174; 0.00% of shares outstanding; change 0.00)
Holder of DDS: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-01-31: 26765 (value 15238920; 0.00% of shares outstanding; change -0.04)
Holder of DDS: Delaware Group Equity Funds IV-Nomura Growth and Income Fund
Shares held as of 2026-03-31: 28102 (value 15963340; 0.00% of shares outstanding; change 0.00)
Holder of DDS: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 112754 (value 64049908; 0.01% of shares outstanding; change -0.10)
Holder of DDS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 33674 (value 19128515; 0.00% of shares outstanding; change 0.03)
Holder of DDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 66956 (value 38034354; 0.01% of shares outstanding; change 0.01)
Holder of DDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 42672 (value 24239829; 0.00% of shares outstanding; change 0.00)
Holder of DDS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 92817 (value 52724695; 0.01% of shares outstanding; change 0.01)
Holder of DDS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 46633 (value 26489875; 0.00% of shares outstanding; change 0.00)
Holder of DDS: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 27652 (value 15707718; 0.00% of shares outstanding; change 0.00)
Holder of DDS: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 23784 (value 13510500; 0.00% of shares outstanding; change -0.11)
Holder of DDS: WisdomTree Trust-WisdomTree U.S. MidCap Dividend Fund
Shares held as of 2026-04-30: 39703 (value 21873573; 0.00% of shares outstanding; change -0.01)
Holder of DDS: WisdomTree Trust-WisdomTree U.S. MidCap Dividend Fund
Shares held as of 2026-06-30: 39563 (value 22473761; 0.00% of shares outstanding; change 0.00)
Holder of DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 2075576 (value 1125335780; 0.01% of shares outstanding; change 0.07)
Holder of DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 6339239 (value 3437008554; 0.02% of shares outstanding; change 0.02)
Holder of DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8071221 (value 4376054542; 0.03% of shares outstanding; change 0.00)
Holder of DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 3113013 (value 1955470162; 0.01% of shares outstanding; change 1.41)
Holder of DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 2042064 (value 1211005273; 0.01% of shares outstanding; change 0.00)
Holder of DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3219496 (value 1745546317; 0.01% of shares outstanding; change 0.01)
Holder of DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6405426 (value 4023632224; 0.02% of shares outstanding; change 0.01)
Holder of DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8148756 (value 5118722350; 0.03% of shares outstanding; change 0.01)
Holder of DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2373431 (value 1490894353; 0.01% of shares outstanding; change 0.00)
Holder of DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 3783643 (value 2264850964; 0.01% of shares outstanding; change 0.17)
Holder of DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3230610 (value 1933810926; 0.01% of shares outstanding; change 0.00)
Holder of DE: Fidelity Contrafund
Shares held as of 2026-04-30: 2177682 (value 1381369060; 0.01% of shares outstanding; change 0.17)
Holder of DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3014851 (value 1741016096; 0.01% of shares outstanding; change 0.03)
Holder of DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 3809105 (value 2258913649; 0.01% of shares outstanding; change 0.01)
Holder of DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3260783 (value 2071379761; 0.01% of shares outstanding; change 0.01)
Holder of DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3226115 (value 2026516311; 0.01% of shares outstanding; change 0.00)
Holder of DE: Fidelity Contrafund
Shares held as of 2026-05-31: 2174282 (value 1365796922; 0.01% of shares outstanding; change 0.00)
Holder of DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3044398 (value 1805419435; 0.01% of shares outstanding; change 0.01)
Holder of DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3321347 (value 2086337242; 0.01% of shares outstanding; change 0.02)
Holder of DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2219941 (value 1394478078; 0.01% of shares outstanding; change 0.42)
Holder of DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3036287 (value 1907273960; 0.01% of shares outstanding; change 0.00)
Holder of DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 4155943 (value 2610597043; 0.02% of shares outstanding; change 0.09)
Holder of DEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 472725 (value 11335945; 0.01% of shares outstanding; change 0.01)
Holder of DEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1350423 (value 32383142; 0.03% of shares outstanding; change 0.05)
Holder of DEA: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1609249 (value 38251849; 0.03% of shares outstanding; change 0.02)
Holder of DEA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 430079 (value 10222978; 0.01% of shares outstanding; change 0.02)
Holder of DEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 485070 (value 12286823; 0.01% of shares outstanding; change 0.03)
Holder of DEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1383723 (value 35049703; 0.03% of shares outstanding; change 0.02)
Holder of DEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1056467 (value 25334078; 0.02% of shares outstanding; change 0.03)
Holder of DEA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 436643 (value 11060167; 0.01% of shares outstanding; change 0.02)
Holder of DEA: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 514946 (value 12379302; 0.01% of shares outstanding; change -0.01)
Holder of DEA: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 624391 (value 15010360; 0.01% of shares outstanding; change 0.02)
Holder of DEA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 400182 (value 9512326; 0.01% of shares outstanding; change 0.00)
Holder of DEA: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1626643 (value 41202867; 0.04% of shares outstanding; change 0.01)
Holder of DEA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2650189 (value 62994993; 0.06% of shares outstanding; change 0.00)