speb/financial-data huggingface dataset:
Holder of UNCY: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 7337 (value 58842; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 11337 (value 60993; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 16397 (value 88543; 0.00% of shares outstanding; change 3.64)
Holder of UNCY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 10806 (value 56299; 0.00% of shares outstanding; change 0.77)
Holder of UNCY: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 67827 (value 366265; 0.00% of shares outstanding; change 1.00)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 99590 (value 798711; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 16276 (value 130533; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 24577 (value 197107; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 26975 (value 216339; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 84554 (value 456591; 0.00% of shares outstanding; change -0.15)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 16276 (value 87890; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 24577 (value 132715; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 26975 (value 145665; 0.00% of shares outstanding; change 0.00)
Holder of UNCY: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 67400 (value 363960; 0.00% of shares outstanding; change 1.00)
Holder of UNCY: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 26024 (value 140529; 0.00% of shares outstanding; change 1.00)
Holder of UNF: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 577349 (value 153239979; 0.04% of shares outstanding; change -0.06)
Holder of UNF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 157227 (value 41731192; 0.01% of shares outstanding; change -0.02)
Holder of UNF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 329321 (value 87408384; 0.02% of shares outstanding; change -0.07)
Holder of UNF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 212605 (value 56429621; 0.01% of shares outstanding; change -0.07)
Holder of UNF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 445880 (value 118345475; 0.03% of shares outstanding; change -0.06)
Holder of UNF: AMG Funds IV-AMG River Road Small Cap Value Fund
Shares held as of 2026-01-31: 156481 (value 41321938; 0.01% of shares outstanding; change 0.00)
Holder of UNF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 143387 (value 37864206; 0.01% of shares outstanding; change 0.01)
Holder of UNF: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 211770 (value 62332381; 0.01% of shares outstanding; change 1.00)
Holder of UNF: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 193700 (value 57013657; 0.01% of shares outstanding; change 1.00)
Holder of UNF: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 520754 (value 153278730; 0.04% of shares outstanding; change -0.10)
Holder of UNF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 162129 (value 47721049; 0.01% of shares outstanding; change 0.03)
Holder of UNF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 334809 (value 98547679; 0.02% of shares outstanding; change 0.02)
Holder of UNF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 213214 (value 62757407; 0.01% of shares outstanding; change 0.00)
Holder of UNF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 462367 (value 136093101; 0.03% of shares outstanding; change 0.04)
Holder of UNF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 358020 (value 95025673; 0.02% of shares outstanding; change 0.01)
Holder of UNF: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 354986 (value 93741155; 0.02% of shares outstanding; change 0.01)
Holder of UNF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 884925 (value 230965425; 0.06% of shares outstanding; change 0.01)
Holder of UNF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 343946 (value 89990036; 0.02% of shares outstanding; change -0.04)
Holder of UNF: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 358658 (value 104527288; 0.02% of shares outstanding; change 0.01)
Holder of UNF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 880194 (value 259076298; 0.06% of shares outstanding; change -0.01)
Holder of UNF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 350535 (value 103176470; 0.02% of shares outstanding; change 0.02)
Holder of UNF: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 252801 (value 74409445; 0.02% of shares outstanding; change -0.30)
Holder of UNFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 653664 (value 33565645; 0.01% of shares outstanding; change 0.01)
Holder of UNFI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1315374 (value 67544452; 0.02% of shares outstanding; change -0.03)
Holder of UNFI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 846946 (value 43490675; 0.01% of shares outstanding; change -0.03)
Holder of UNFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1815453 (value 93223508; 0.03% of shares outstanding; change 0.01)
Holder of UNFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 853066 (value 43915837; 0.01% of shares outstanding; change 0.00)
Holder of UNFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 586451 (value 30190497; 0.01% of shares outstanding; change 0.01)
Holder of UNFI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 679976 (value 33774406; 0.01% of shares outstanding; change 0.04)
Holder of UNFI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1336184 (value 66368256; 0.02% of shares outstanding; change 0.02)
Holder of UNFI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 849915 (value 42215276; 0.01% of shares outstanding; change 0.00)
Holder of UNFI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1835990 (value 91193619; 0.03% of shares outstanding; change 0.01)
Holder of UNFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1466507 (value 75305132; 0.02% of shares outstanding; change 0.00)
Holder of UNFI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2935277 (value 151577702; 0.05% of shares outstanding; change 0.06)
Holder of UNFI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 853066 (value 42371786; 0.01% of shares outstanding; change 0.00)
Holder of UNFI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 592591 (value 29433993; 0.01% of shares outstanding; change 0.01)
Holder of UNFI: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-04-30: 847758 (value 43837565; 0.01% of shares outstanding; change 0.01)
Holder of UNFI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3713931 (value 192047368; 0.06% of shares outstanding; change 0.02)
Holder of UNFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1414336 (value 72810016; 0.02% of shares outstanding; change -0.04)
Holder of UNFI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3077109 (value 158409569; 0.05% of shares outstanding; change 0.05)
Holder of UNFI: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-05-31: 866915 (value 42565525; 0.01% of shares outstanding; change 0.02)
Holder of UNFI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3699741 (value 183766128; 0.06% of shares outstanding; change 0.00)
Holder of UNFI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1432865 (value 71170401; 0.02% of shares outstanding; change 0.01)
Holder of UNFI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3269919 (value 162416870; 0.05% of shares outstanding; change 0.06)
Holder of UNFI: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-06-30: 753426 (value 37422668; 0.01% of shares outstanding; change -0.13)
Holder of UNH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 22842727 (value 8687317449; 0.03% of shares outstanding; change 0.02)
Holder of UNH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 28469611 (value 10827277689; 0.03% of shares outstanding; change 0.00)
Holder of UNH: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 8363915 (value 3519033515; 0.01% of shares outstanding; change 0.16)
Holder of UNH: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 6502260 (value 2735760808; 0.01% of shares outstanding; change 0.04)
Holder of UNH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 11568258 (value 4399524171; 0.01% of shares outstanding; change 0.00)
Holder of UNH: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 6366821 (value 2703479501; 0.01% of shares outstanding; change 1.44)
Holder of UNH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 23019488 (value 9685219156; 0.03% of shares outstanding; change 0.01)
Holder of UNH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 28765947 (value 12102984259; 0.03% of shares outstanding; change 0.01)
Holder of UNH: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 8378556 (value 3525193569; 0.01% of shares outstanding; change 0.01)
Holder of UNH: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 9392267 (value 3843785269; 0.01% of shares outstanding; change -0.14)
Holder of UNH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 11608193 (value 4750652985; 0.01% of shares outstanding; change 0.00)
Holder of UNH: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 6553879 (value 2627843267; 0.01% of shares outstanding; change -0.01)
Holder of UNH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 10819183 (value 4398755311; 0.01% of shares outstanding; change 0.03)
Holder of UNH: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 8879646 (value 3770475241; 0.01% of shares outstanding; change -0.05)
Holder of UNH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 11716665 (value 4795045151; 0.01% of shares outstanding; change 0.01)
Holder of UNH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 11592041 (value 4877235217; 0.01% of shares outstanding; change 0.00)
Holder of UNH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 10925110 (value 4639020154; 0.01% of shares outstanding; change 0.01)
Holder of UNH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 11934613 (value 5021368957; 0.01% of shares outstanding; change 0.02)
Holder of UNH: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 6438512 (value 2708939476; 0.01% of shares outstanding; change 0.02)
Holder of UNH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 10968859 (value 4615037628; 0.01% of shares outstanding; change 0.00)
Holder of UNH: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 8854811 (value 3725573093; 0.01% of shares outstanding; change 0.00)
Holder of UNH.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 8363915 (value 3086284635; 0.01% of shares outstanding; change 0.16)
Holder of UNH.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 6502260 (value 2399333940; 0.01% of shares outstanding; change 0.04)
Holder of UNH.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 11568258 (value 3785134158; 0.01% of shares outstanding; change 0.00)
Holder of UNH.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 6366821 (value 2083223908; 0.01% of shares outstanding; change 1.44)
Holder of UNH.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 23019488 (value 8494191072; 0.03% of shares outstanding; change 0.01)
Holder of UNH.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 28765947 (value 10614634443; 0.03% of shares outstanding; change 0.01)
Holder of UNH.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 8378556 (value 3091687164; 0.01% of shares outstanding; change 0.01)
Holder of UNH.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 9392267 (value 3073149877; 0.01% of shares outstanding; change -0.14)
Holder of UNH.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 6553879 (value 2144429288; 0.01% of shares outstanding; change -0.01)
Holder of UNH.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 10819183 (value 3540036809; 0.01% of shares outstanding; change 0.03)
Holder of UNH.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 11716665 (value 3833692931; 0.01% of shares outstanding; change 0.01)
Holder of UNH.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 11592041 (value 4277463129; 0.01% of shares outstanding; change 0.00)
Holder of UNH.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 11934613 (value 4403872197; 0.01% of shares outstanding; change 0.02)
Holder of UNH.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 6438512 (value 2375810928; 0.01% of shares outstanding; change 0.02)
Holder of UNH.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 10968859 (value 4047508971; 0.01% of shares outstanding; change 0.00)
Holder of UNH.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 8854811 (value 3267425259; 0.01% of shares outstanding; change 0.00)
Holder of UNIT: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 2430182 (value 27266642; 0.01% of shares outstanding; change 0.59)
Holder of UNIT: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 2789550 (value 31298751; 0.01% of shares outstanding; change 0.72)
Holder of UNIT: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 5284782 (value 59295255; 0.02% of shares outstanding; change 0.59)
Holder of UNIT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1939561 (value 21761874; 0.01% of shares outstanding; change 0.01)
Holder of UNIT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5432714 (value 60955052; 0.02% of shares outstanding; change 0.59)
Holder of UNIT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7467446 (value 83784746; 0.03% of shares outstanding; change 0.70)
Holder of UNIT: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 2512735 (value 27740594; 0.01% of shares outstanding; change 0.03)
Holder of UNIT: Franklin Mutual Series Funds-FRANKLIN MUTUAL SHARES FUND
Shares held as of 2026-03-31: 2243497 (value 25777780; 0.01% of shares outstanding; change 1.00)
Holder of UNIT: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 2789550 (value 30182930; 0.01% of shares outstanding; change 0.00)
Holder of UNIT: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 5276807 (value 57095050; 0.02% of shares outstanding; change 0.00)
Holder of UNIT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3253206 (value 35199687; 0.01% of shares outstanding; change 1.03)
Holder of UNIT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3096671 (value 33505979; 0.01% of shares outstanding; change 1.03)
Holder of UNIT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5505468 (value 59569162; 0.02% of shares outstanding; change 0.01)
Holder of UNIT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7617693 (value 82423435; 0.03% of shares outstanding; change 0.02)
Holder of UNIT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4101397 (value 46017675; 0.02% of shares outstanding; change 0.02)
Holder of UNIT: GLOBAL X FUNDS-Global X Data Center & Digital Infrastructure ETF
Shares held as of 2026-04-30: 5301533 (value 60914612; 0.02% of shares outstanding; change 0.15)
Holder of UNIT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 10930017 (value 127225401; 0.05% of shares outstanding; change 0.02)
Holder of UNIT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3962899 (value 45612968; 0.02% of shares outstanding; change -0.03)
Holder of UNIT: GLOBAL X FUNDS-Global X Data Center & Digital Infrastructure ETF
Shares held as of 2026-05-31: 6206659 (value 68521515; 0.03% of shares outstanding; change 0.17)
Holder of UNIT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 10866087 (value 117571058; 0.04% of shares outstanding; change -0.01)
Holder of UNIT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4000582 (value 43286296; 0.02% of shares outstanding; change 0.01)
Holder of UNIT: GLOBAL X FUNDS-Global X Data Center & Digital Infrastructure ETF
Shares held as of 2026-06-30: 7676916 (value 83064228; 0.03% of shares outstanding; change 0.24)
Holder of UNIT: iShares Trust-iShares U.S. Digital Infrastructure and Real Estate ETF
Shares held as of 2026-06-30: 3096932 (value 33508803; 0.01% of shares outstanding; change 0.63)
Holder of UNM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1658302 (value 138020481; 0.01% of shares outstanding; change -0.01)
Holder of UNM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3607321 (value 300237338; 0.02% of shares outstanding; change -0.06)
Holder of UNM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2325870 (value 193582167; 0.01% of shares outstanding; change -0.05)
Holder of UNM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4976733 (value 414213504; 0.03% of shares outstanding; change -0.02)
Holder of UNM: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1953197 (value 178405006; 0.01% of shares outstanding; change 0.00)
Holder of UNM: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4750449 (value 409583718; 0.03% of shares outstanding; change 0.06)
Holder of UNM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1701612 (value 146712988; 0.01% of shares outstanding; change 0.03)
Holder of UNM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3587174 (value 309286146; 0.02% of shares outstanding; change -0.01)
Holder of UNM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2284191 (value 196942950; 0.01% of shares outstanding; change -0.02)
Holder of UNM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4933794 (value 425391724; 0.03% of shares outstanding; change -0.01)
Holder of UNM: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1944674 (value 167669794; 0.01% of shares outstanding; change 0.00)
Holder of UNM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 2444879 (value 212753362; 0.02% of shares outstanding; change 0.01)
Holder of UNM: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1153320 (value 100361902; 0.01% of shares outstanding; change 0.00)
Holder of UNM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5149622 (value 463363004; 0.03% of shares outstanding; change 0.02)
Holder of UNM: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 2687630 (value 245488114; 0.02% of shares outstanding; change 0.00)
Holder of UNM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 2472751 (value 220198484; 0.02% of shares outstanding; change 0.01)
Holder of UNM: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1142057 (value 99929987; 0.01% of shares outstanding; change -0.01)
Holder of UNM: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 1132100 (value 97609663; 0.01% of shares outstanding; change 0.05)
Holder of UNM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5171588 (value 445894323; 0.03% of shares outstanding; change 0.00)
Holder of UNM: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2658382 (value 229205699; 0.02% of shares outstanding; change -0.01)
Holder of UNM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 1409029 (value 121486482; 0.01% of shares outstanding; change -0.43)
Holder of UNP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 14958382 (value 3928669667; 0.03% of shares outstanding; change 0.02)
Holder of UNP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 18633804 (value 4893982555; 0.03% of shares outstanding; change 0.00)
Holder of UNP: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 9924865 (value 3050109584; 0.02% of shares outstanding; change 0.77)
Holder of UNP: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 4960056 (value 1282720009; 0.01% of shares outstanding; change 0.28)
Holder of UNP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7578057 (value 1990301001; 0.01% of shares outstanding; change 0.00)
Holder of UNP: Income Fund of America
Shares held as of 2026-03-31: 4679923 (value 1210274818; 0.01% of shares outstanding; change 0.00)
Holder of UNP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15080004 (value 4634386939; 0.03% of shares outstanding; change 0.01)
Holder of UNP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18839648 (value 5789800761; 0.03% of shares outstanding; change 0.01)
Holder of UNP: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5488642 (value 1686769499; 0.01% of shares outstanding; change 0.01)
Holder of UNP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 5861476 (value 1515836222; 0.01% of shares outstanding; change -0.12)
Holder of UNP: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 4960056 (value 1423337627; 0.01% of shares outstanding; change 0.00)
Holder of UNP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7604221 (value 1966527481; 0.01% of shares outstanding; change 0.00)
Holder of UNP: Income Fund of America
Shares held as of 2026-04-30: 4679923 (value 1438233970; 0.01% of shares outstanding; change 0.00)
Holder of UNP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7098105 (value 1907047965; 0.01% of shares outstanding; change 0.03)
Holder of UNP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 5830438 (value 1673102438; 0.01% of shares outstanding; change -0.01)
Holder of UNP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7675241 (value 1984893962; 0.01% of shares outstanding; change 0.01)
Holder of UNP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7593640 (value 2333677500; 0.01% of shares outstanding; change 0.00)
Holder of UNP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7151250 (value 2052122638; 0.01% of shares outstanding; change 0.01)
Holder of UNP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7817793 (value 2402564202; 0.01% of shares outstanding; change 0.02)
Holder of UNP: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 4960056 (value 1524324446; 0.01% of shares outstanding; change 0.00)
Holder of UNP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7175736 (value 2205247240; 0.01% of shares outstanding; change 0.00)
Holder of UNP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 5786931 (value 1778439677; 0.01% of shares outstanding; change -0.01)
Holder of UNP.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 9924865 (value 2688645867; 0.02% of shares outstanding; change 0.77)
Holder of UNP.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 4960056 (value 1104604456; 0.01% of shares outstanding; change 0.28)
Holder of UNP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7578057 (value 1687633270; 0.01% of shares outstanding; change 0.00)
Holder of UNP.DE: Income Fund of America
Shares held as of 2026-03-31: 4679923 (value 1042218837; 0.01% of shares outstanding; change 0.00)
Holder of UNP.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15080004 (value 4085172991; 0.03% of shares outstanding; change 0.01)
Holder of UNP.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18839648 (value 5103660528; 0.03% of shares outstanding; change 0.01)
Holder of UNP.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5488642 (value 1486873084; 0.01% of shares outstanding; change 0.01)
Holder of UNP.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 5861476 (value 1305350687; 0.01% of shares outstanding; change -0.12)
Holder of UNP.DE: Income Fund of America
Shares held as of 2026-04-30: 4679923 (value 1267791112; 0.01% of shares outstanding; change 0.00)
Holder of UNP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7098105 (value 1580747961; 0.01% of shares outstanding; change 0.03)
Holder of UNP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7675241 (value 1709276147; 0.01% of shares outstanding; change 0.01)
Holder of UNP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7593640 (value 2057117029; 0.01% of shares outstanding; change 0.00)
Holder of UNP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7817793 (value 2117840075; 0.01% of shares outstanding; change 0.02)
Holder of UNP.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 4960056 (value 1343679140; 0.01% of shares outstanding; change 0.00)
Holder of UNP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7175736 (value 1943906838; 0.01% of shares outstanding; change 0.00)
Holder of UNP.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 5786931 (value 1567679572; 0.01% of shares outstanding; change -0.01)
Holder of UNTY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 74481 (value 4160508; 0.01% of shares outstanding; change 0.08)
Holder of UNTY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 219502 (value 12261381; 0.02% of shares outstanding; change 0.01)
Holder of UNTY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 50244 (value 2841298; 0.01% of shares outstanding; change 0.00)
Holder of UNTY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 74071 (value 4188714; 0.01% of shares outstanding; change 0.00)
Holder of UNTY: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 57419 (value 3247044; 0.01% of shares outstanding; change 0.00)
Holder of UNTY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 70906 (value 4009734; 0.01% of shares outstanding; change 0.01)
Holder of UNTY: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 49848 (value 2893427; 0.01% of shares outstanding; change 0.10)
Holder of UNTY: ROYCE CAPITAL FUND-Royce Capital Fund - Small-Cap Portfolio
Shares held as of 2026-03-31: 59644 (value 3462035; 0.01% of shares outstanding; change -0.02)
Holder of UNTY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 76041 (value 4413799; 0.01% of shares outstanding; change 0.02)
Holder of UNTY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 219502 (value 12740993; 0.02% of shares outstanding; change 0.00)
Holder of UNTY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 185271 (value 10349238; 0.02% of shares outstanding; change -0.01)
Holder of UNTY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 200444 (value 10966291; 0.02% of shares outstanding; change 0.06)
Holder of UNTY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 74071 (value 4299451; 0.01% of shares outstanding; change 0.00)
Holder of UNTY: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 60053 (value 3485776; 0.01% of shares outstanding; change 0.05)
Holder of UNTY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 71367 (value 4142497; 0.01% of shares outstanding; change 0.01)
Holder of UNTY: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 62170 (value 3401320; 0.01% of shares outstanding; change 0.00)
Holder of UNTY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 178007 (value 10066295; 0.02% of shares outstanding; change -0.04)
Holder of UNTY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 210787 (value 11920004; 0.02% of shares outstanding; change 0.05)
Holder of UNTY: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 62170 (value 3523173; 0.01% of shares outstanding; change 0.00)
Holder of UNTY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 179703 (value 10430860; 0.02% of shares outstanding; change 0.01)
Holder of UNTY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 221588 (value 12862075; 0.02% of shares outstanding; change 0.05)
Holder of UNTY: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 62170 (value 3608657; 0.01% of shares outstanding; change 0.00)
Holder of UNV0.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 23218976 (value 1112188985; 0.01% of shares outstanding; change -0.04)
Holder of UNV0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 20263929 (value 970642230; 0.01% of shares outstanding; change 0.02)
Holder of UNV0.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 11461692 (value 549015064; 0.01% of shares outstanding; change 0.00)
Holder of UNV0.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 8526871 (value 408437133; 0.00% of shares outstanding; change 0.08)
Holder of UNV0.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 7830446 (value 375078375; 0.00% of shares outstanding; change 0.00)
Holder of UNV0.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 31361181 (value 1502200617; 0.01% of shares outstanding; change 0.01)
Holder of UNV0.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 9595620 (value 514421194; 0.00% of shares outstanding; change 0.08)
Holder of UNV0.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 23218976 (value 1244769317; 0.01% of shares outstanding; change 0.00)
Holder of UNV0.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 8022804 (value 384292323; 0.00% of shares outstanding; change 0.01)
Holder of UNV0.DE: Income Fund of America
Shares held as of 2026-03-31: 9000000 (value 431100013; 0.00% of shares outstanding; change 0.13)
Holder of UNV0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 20752765 (value 1112555744; 0.01% of shares outstanding; change 0.02)
Holder of UNV0.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 11461692 (value 614461315; 0.01% of shares outstanding; change 0.00)
Holder of UNV0.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 10142161 (value 543721257; 0.00% of shares outstanding; change 0.19)
Holder of UNV0.DE: Income Fund of America
Shares held as of 2026-04-30: 9000000 (value 482490005; 0.00% of shares outstanding; change 0.00)
Holder of UNV0.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 8703482 (value 466593675; 0.00% of shares outstanding; change 0.02)
Holder of UNV0.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 31381443 (value 1682359178; 0.01% of shares outstanding; change 0.00)
Holder of UNV0.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 15553342 (value 745005105; 0.01% of shares outstanding; change 0.01)
Holder of UNV0.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 8203776 (value 439804436; 0.00% of shares outstanding; change 0.01)
Holder of UNV0.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 15903995 (value 852613181; 0.01% of shares outstanding; change 0.02)
Holder of UONE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8567 (value 56456; 0.01% of shares outstanding; change 0.00)
Holder of UONE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3825 (value 25206; 0.01% of shares outstanding; change 0.00)
Holder of UONE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 3819 (value 21310; 0.01% of shares outstanding; change 0.00)
Holder of UONE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 9260 (value 51670; 0.02% of shares outstanding; change 0.00)
Holder of UONE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 2194 (value 12242; 0.00% of shares outstanding; change 0.00)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 5995 (value 35250; 0.01% of shares outstanding; change 0.32)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 456 (value 2681; 0.00% of shares outstanding; change 0.00)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 805 (value 4733; 0.00% of shares outstanding; change 0.00)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1095 (value 6438; 0.00% of shares outstanding; change 0.00)
Holder of UONE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 9787 (value 50422; 0.02% of shares outstanding; change 0.14)
Holder of UONE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3825 (value 19706; 0.01% of shares outstanding; change 0.00)
Holder of UONE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 1965 (value 11554; 0.00% of shares outstanding; change -0.01)
Holder of UONE: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA U.S. Targeted Value
Shares held as of 2026-04-30: 283 (value 1458; 0.00% of shares outstanding; change 0.00)
Holder of UONE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 3819 (value 19675; 0.01% of shares outstanding; change 0.00)
Holder of UONE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 5086 (value 26203; 0.01% of shares outstanding; change -0.45)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 5973 (value 33329; 0.01% of shares outstanding; change 0.00)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2142 (value 11952; 0.00% of shares outstanding; change 3.70)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 805 (value 4491; 0.00% of shares outstanding; change 0.00)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1095 (value 6110; 0.00% of shares outstanding; change 0.00)
Holder of UONE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 1978 (value 11037; 0.00% of shares outstanding; change 0.01)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4767 (value 24559; 0.01% of shares outstanding; change -0.20)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2142 (value 11035; 0.00% of shares outstanding; change 0.00)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 805 (value 4147; 0.00% of shares outstanding; change 0.00)
Holder of UONE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1095 (value 5641; 0.00% of shares outstanding; change 0.00)
Holder of UONE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 1952 (value 10056; 0.00% of shares outstanding; change -0.01)
Holder of UONEK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 15161 (value 73076; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2354 (value 12358; 0.00% of shares outstanding; change 0.96)
Holder of UONEK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 69352 (value 364098; 0.02% of shares outstanding; change 0.00)
Holder of UONEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 4788 (value 21546; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 4807 (value 21631; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 9015 (value 40567; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 6853 (value 30838; 0.00% of shares outstanding; change -0.25)
Holder of UONEK: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 2764 (value 14511; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 15160 (value 77012; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 9034 (value 43543; 0.00% of shares outstanding; change 0.52)
Holder of UONEK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3819 (value 18407; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7178 (value 36464; 0.00% of shares outstanding; change 2.05)
Holder of UONEK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 69351 (value 352303; 0.02% of shares outstanding; change 0.00)
Holder of UONEK: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 8820 (value 44805; 0.00% of shares outstanding; change 1.00)
Holder of UONEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 4788 (value 24323; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 4807 (value 24419; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 9015 (value 45796; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 6853 (value 34813; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 9001 (value 40504; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3819 (value 17185; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 9001 (value 45725; 0.00% of shares outstanding; change 0.00)
Holder of UONEK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3819 (value 19400; 0.00% of shares outstanding; change 0.00)
Holder of UP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 48739 (value 429877; 0.00% of shares outstanding; change 0.00)
Holder of UP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 107901 (value 951686; 0.00% of shares outstanding; change 0.05)
Holder of UP: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 3196 (value 28188; 0.00% of shares outstanding; change 1.49)
Holder of UP: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 2765 (value 19327; 0.00% of shares outstanding; change 0.00)
Holder of UP: Northern Lights Fund Trust IV-Inspire Small/Mid Cap ETF
Shares held as of 2026-02-28: 40210 (value 243672; 0.00% of shares outstanding; change 2.21)
Holder of UP: SCHWAB STRATEGIC TRUST-SCHWAB US BROAD MARKET ETF
Shares held as of 2026-02-28: 3699 (value 22415; 0.00% of shares outstanding; change 0.00)
Holder of UP: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 22100 (value 133925; 0.00% of shares outstanding; change 0.01)
Holder of UP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27022 (value 194288; 0.00% of shares outstanding; change 0.05)
Holder of UP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7076 (value 50876; 0.00% of shares outstanding; change 0.06)
Holder of UP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8070 (value 58023; 0.00% of shares outstanding; change 0.00)
Holder of UP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 48739 (value 295358; 0.00% of shares outstanding; change 0.00)
Holder of UP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 107901 (value 653880; 0.00% of shares outstanding; change 0.00)
Holder of UP: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 3196 (value 19367; 0.00% of shares outstanding; change 0.00)
Holder of UP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 26923 (value 188191; 0.00% of shares outstanding; change 0.00)
Holder of UP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7076 (value 49461; 0.00% of shares outstanding; change 0.00)
Holder of UP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8070 (value 56409; 0.00% of shares outstanding; change 0.00)
Holder of UP: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 2764 (value 16749; 0.00% of shares outstanding; change 0.00)
Holder of UP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 24550 (value 148772; 0.00% of shares outstanding; change -0.09)
Holder of UP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7076 (value 42880; 0.00% of shares outstanding; change 0.00)
Holder of UP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8070 (value 48904; 0.00% of shares outstanding; change 0.00)
Holder of UPAB.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 22815267 (value 2299778983; 0.03% of shares outstanding; change 0.08)
Holder of UPAB.DE: -Victory Pioneer Fund
Shares held as of 2026-03-31: 4236389 (value 427028024; 0.01% of shares outstanding; change 0.18)
Holder of UPAB.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9437467 (value 880326910; 0.01% of shares outstanding; change 0.00)
Holder of UPAB.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 4912334 (value 458222509; 0.01% of shares outstanding; change 6.41)
Holder of UPAB.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18779089 (value 1892932228; 0.03% of shares outstanding; change 0.01)
Holder of UPAB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 23618805 (value 2380775616; 0.03% of shares outstanding; change 0.02)
Holder of UPAB.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 6879234 (value 693426808; 0.01% of shares outstanding; change 0.01)
Holder of UPAB.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 4166842 (value 388683016; 0.01% of shares outstanding; change -0.02)