speb/financial-data huggingface dataset:
Holder of DRDB: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 370000 (value 3899799; 0.02% of shares outstanding; change 0.00)
Holder of DRDB: High Income Securities Fund
Shares held as of 2026-02-28: 125000 (value 1323125; 0.01% of shares outstanding; change 0.00)
Holder of DRDB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 43693 (value 460524; 0.00% of shares outstanding; change 7.37)
Holder of DRDB: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 375130 (value 3970751; 0.02% of shares outstanding; change 0.00)
Holder of DRDB: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 72229 (value 764543; 0.00% of shares outstanding; change 0.00)
Holder of DRDB: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 8093 (value 85543; 0.00% of shares outstanding; change 0.00)
Holder of DRDB: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 152688 (value 1616202; 0.01% of shares outstanding; change 0.00)
Holder of DRDB: RiverPark Funds Trust-RiverPark Short Term High Yield Fund
Shares held as of 2026-03-31: 172500 (value 1825912; 0.01% of shares outstanding; change 1.00)
Holder of DRDB: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-03-31: 437200 (value 4621203; 0.02% of shares outstanding; change 1.00)
Holder of DRDB: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 5258 (value 55577; 0.00% of shares outstanding; change 0.00)
Holder of DRDB: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 9405 (value 99551; 0.00% of shares outstanding; change 0.00)
Holder of DRDB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 43693 (value 460305; 0.00% of shares outstanding; change 0.00)
Holder of DRDB: Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo
Shares held as of 2026-05-31: 175600 (value 1858726; 0.01% of shares outstanding; change 1.00)
Holder of DRDB: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-05-31: 137200 (value 1452262; 0.01% of shares outstanding; change 1.00)
Holder of DRDB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 43693 (value 462490; 0.00% of shares outstanding; change 0.00)
Holder of DRDB: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-06-30: 437200 (value 4627762; 0.02% of shares outstanding; change 0.00)
Holder of DRH: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 4499416 (value 49448580; 0.02% of shares outstanding; change 1.00)
Holder of DRH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2205028 (value 24233257; 0.01% of shares outstanding; change 0.01)
Holder of DRH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4629146 (value 50874313; 0.02% of shares outstanding; change -0.05)
Holder of DRH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2980502 (value 32755716; 0.01% of shares outstanding; change -0.04)
Holder of DRH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6466824 (value 71070394; 0.03% of shares outstanding; change -0.02)
Holder of DRH: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 7654438 (value 93766865; 0.04% of shares outstanding; change 0.00)
Holder of DRH: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 2795585 (value 34245916; 0.01% of shares outstanding; change -0.55)
Holder of DRH: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 3748257 (value 48165103; 0.02% of shares outstanding; change -0.16)
Holder of DRH: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 7344182 (value 94372741; 0.04% of shares outstanding; change 0.63)
Holder of DRH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2263776 (value 29089522; 0.01% of shares outstanding; change 0.03)
Holder of DRH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4691985 (value 60292009; 0.02% of shares outstanding; change 0.01)
Holder of DRH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2990644 (value 38429776; 0.01% of shares outstanding; change 0.00)
Holder of DRH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6550093 (value 84168697; 0.03% of shares outstanding; change 0.01)
Holder of DRH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5107918 (value 56136017; 0.03% of shares outstanding; change 0.00)
Holder of DRH: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 7563098 (value 97185812; 0.04% of shares outstanding; change -0.01)
Holder of DRH: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 2795585 (value 35923268; 0.01% of shares outstanding; change 0.00)
Holder of DRH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 12419340 (value 152136915; 0.06% of shares outstanding; change 0.02)
Holder of DRH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4908158 (value 59290548; 0.02% of shares outstanding; change -0.04)
Holder of DRH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 12357816 (value 158797940; 0.06% of shares outstanding; change -0.01)
Holder of DRH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4954798 (value 63669156; 0.02% of shares outstanding; change 0.01)
Holder of DRI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2933503 (value 598170607; 0.03% of shares outstanding; change 0.02)
Holder of DRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3644823 (value 743215871; 0.03% of shares outstanding; change -0.01)
Holder of DRI: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 3591007 (value 704950575; 0.03% of shares outstanding; change 0.07)
Holder of DRI: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 3494561 (value 686017261; 0.03% of shares outstanding; change 1.00)
Holder of DRI: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 1640000 (value 321948395; 0.01% of shares outstanding; change -0.34)
Holder of DRI: Income Fund of America
Shares held as of 2026-03-31: 6024507 (value 1277195484; 0.05% of shares outstanding; change 0.00)
Holder of DRI: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1564591 (value 307144855; 0.01% of shares outstanding; change -0.36)
Holder of DRI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2925619 (value 574328258; 0.03% of shares outstanding; change 0.00)
Holder of DRI: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2486575 (value 488139532; 0.02% of shares outstanding; change -0.02)
Holder of DRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3654492 (value 717413315; 0.03% of shares outstanding; change 0.00)
Holder of DRI: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 5547269 (value 1176021028; 0.05% of shares outstanding; change 0.00)
Holder of DRI: Income Fund of America
Shares held as of 2026-04-30: 6024507 (value 1182670954; 0.05% of shares outstanding; change 0.00)
Holder of DRI: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 5547269 (value 1141101487; 0.05% of shares outstanding; change 0.00)
Holder of DRI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1489260 (value 304285614; 0.01% of shares outstanding; change 0.01)
Holder of DRI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1516864 (value 297775568; 0.01% of shares outstanding; change 0.02)
Holder of DRI: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 5547269 (value 1088984363; 0.05% of shares outstanding; change 0.00)
Holder of DRIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 65910 (value 510802; 0.01% of shares outstanding; change 2.83)
Holder of DRIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 911 (value 5775; 0.00% of shares outstanding; change 1.00)
Holder of DRIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 200 (value 1456; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 17 (value 107; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 51 (value 336; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36339 (value 272542; 0.01% of shares outstanding; change 0.17)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8754 (value 65655; 0.00% of shares outstanding; change 0.13)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7626 (value 57195; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 65910 (value 513438; 0.01% of shares outstanding; change 0.00)
Holder of DRIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 1200 (value 9347; 0.00% of shares outstanding; change 1.00)
Holder of DRIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 881 (value 6862; 0.00% of shares outstanding; change -0.03)
Holder of DRIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 200 (value 1557; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 894 (value 6964; 0.00% of shares outstanding; change 1.00)
Holder of DRIO: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 51 (value 397; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-04-30: 747 (value 5819; 0.00% of shares outstanding; change 1.00)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36207 (value 238966; 0.01% of shares outstanding; change 0.00)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8754 (value 57776; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7626 (value 50331; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 35414 (value 275875; 0.00% of shares outstanding; change -0.02)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8754 (value 68193; 0.00% of shares outstanding; change 0.00)
Holder of DRIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7626 (value 59406; 0.00% of shares outstanding; change 0.00)
Holder of DRM.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 202564 (value 3937844; 0.01% of shares outstanding; change -0.02)
Holder of DRM.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 110793 (value 2182622; 0.00% of shares outstanding; change -0.07)
Holder of DRM.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 207598 (value 4035705; 0.01% of shares outstanding; change 0.00)
Holder of DRM.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 28651 (value 585912; 0.00% of shares outstanding; change 0.00)
Holder of DRM.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 35565 (value 700630; 0.00% of shares outstanding; change 0.00)
Holder of DRM.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 76383 (value 1504745; 0.00% of shares outstanding; change -0.17)
Holder of DRM.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 81281 (value 1580102; 0.00% of shares outstanding; change -0.07)
Holder of DRM.TO: EQ Advisors Trust-1290 VT Small Cap Value Portfolio
Shares held as of 2026-03-31: 194600 (value 3853079; 0.00% of shares outstanding; change 0.00)
Holder of DRM.TO: Kinetics Portfolios Trust-Kinetics Small Cap Opportunities Portfolio
Shares held as of 2026-03-31: 660000 (value 13067999; 0.02% of shares outstanding; change -0.03)
Holder of DRM.TO: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 28000 (value 572600; 0.00% of shares outstanding; change 0.00)
Holder of DRM.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 195764 (value 3876127; 0.00% of shares outstanding; change -0.03)
Holder of DRM.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 95651 (value 1893889; 0.00% of shares outstanding; change -0.14)
Holder of DRM.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 207598 (value 4110440; 0.01% of shares outstanding; change 0.00)
Holder of DRM.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 35451 (value 701929; 0.00% of shares outstanding; change 0.24)
Holder of DRM.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 49525 (value 980594; 0.00% of shares outstanding; change 0.39)
Holder of DRM.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 76383 (value 1512383; 0.00% of shares outstanding; change 0.00)
Holder of DRM.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 25904 (value 481814; 0.00% of shares outstanding; change 0.02)
Holder of DRM.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 84114 (value 1665457; 0.00% of shares outstanding; change 0.03)
Holder of DRM.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 25380 (value 502523; 0.00% of shares outstanding; change -0.02)
Holder of DRMA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 47134 (value 55618; 0.01% of shares outstanding; change 1.19)
Holder of DRMA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1106 (value 1305; 0.00% of shares outstanding; change 0.00)
Holder of DRMA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 46962 (value 60580; 0.01% of shares outstanding; change 0.00)
Holder of DRMA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1106 (value 1426; 0.00% of shares outstanding; change 0.00)
Holder of DRMA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 41321 (value 54543; 0.01% of shares outstanding; change -0.12)
Holder of DRMA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1106 (value 1459; 0.00% of shares outstanding; change 0.00)
Holder of DRO.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7354507 (value 22798970; 0.01% of shares outstanding; change 0.01)
Holder of DRO.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11545608 (value 27594004; 0.01% of shares outstanding; change 0.01)
Holder of DRO.AX: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 9156732 (value 22937614; 0.01% of shares outstanding; change 0.02)
Holder of DRO.AX: Fidelity Contrafund
Shares held as of 2026-03-31: 22607222 (value 70082386; 0.02% of shares outstanding; change 0.23)
Holder of DRO.AX: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-03-31: 4945925 (value 15332367; 0.01% of shares outstanding; change 0.22)
Holder of DRO.AX: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-03-31: 14225413 (value 44098778; 0.02% of shares outstanding; change 0.71)
Holder of DRO.AX: Fidelity Trend Fund
Shares held as of 2026-03-31: 5088941 (value 15775716; 0.01% of shares outstanding; change 0.00)
Holder of DRO.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7981311 (value 16281874; 0.01% of shares outstanding; change 0.09)
Holder of DRO.AX: -iShares Defense Industrials Active ETF
Shares held as of 2026-04-30: 20974609 (value 52541397; 0.02% of shares outstanding; change 0.06)
Holder of DRO.AX: Fidelity Contrafund
Shares held as of 2026-04-30: 22607222 (value 54031262; 0.02% of shares outstanding; change 0.00)
Holder of DRO.AX: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-04-30: 4921373 (value 11762081; 0.01% of shares outstanding; change -0.01)
Holder of DRO.AX: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-04-30: 14225413 (value 33998738; 0.02% of shares outstanding; change 0.00)
Holder of DRO.AX: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 6695998 (value 13659835; 0.01% of shares outstanding; change -0.27)
Holder of DRO.AX: Fidelity Trend Fund
Shares held as of 2026-04-30: 4688918 (value 11745740; 0.01% of shares outstanding; change -0.08)
Holder of DRO.AX: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 11157173 (value 33025232; 0.01% of shares outstanding; change 0.03)
Holder of DRO.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 12085745 (value 24654919; 0.01% of shares outstanding; change 0.05)
Holder of DRO.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 6495092 (value 15653172; 0.01% of shares outstanding; change 0.01)
Holder of DRO.AX: -iShares Defense Industrials Active ETF
Shares held as of 2026-05-31: 12302066 (value 26326422; 0.01% of shares outstanding; change -0.41)
Holder of DRO.AX: Fidelity Contrafund
Shares held as of 2026-05-31: 22607222 (value 46118732; 0.02% of shares outstanding; change 0.00)
Holder of DRO.AX: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-05-31: 4883262 (value 9961854; 0.01% of shares outstanding; change -0.01)
Holder of DRO.AX: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-05-31: 14225413 (value 29019841; 0.02% of shares outstanding; change 0.00)
Holder of DRO.AX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Strategies Fund
Shares held as of 2026-05-31: 4580347 (value 9343907; 0.01% of shares outstanding; change 0.00)
Holder of DRO.AX: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 10132716 (value 21684013; 0.01% of shares outstanding; change -0.09)
Holder of DRO.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 6775560 (value 13822142; 0.01% of shares outstanding; change 0.04)
Holder of DRO.AX: -iShares Defense Industrials Active ETF
Shares held as of 2026-06-30: 8184550 (value 16696481; 0.01% of shares outstanding; change -0.33)
Holder of DRO.AX: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 9667549 (value 19721799; 0.01% of shares outstanding; change -0.05)
Holder of DRS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 831719 (value 40554617; 0.00% of shares outstanding; change 0.00)
Holder of DRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1020173 (value 49743633; 0.00% of shares outstanding; change -0.04)
Holder of DRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1809245 (value 88218783; 0.01% of shares outstanding; change -0.04)
Holder of DRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2522007 (value 122973057; 0.01% of shares outstanding; change 0.00)
Holder of DRS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1094910 (value 52665169; 0.00% of shares outstanding; change 1.00)
Holder of DRS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1574625 (value 75739460; 0.01% of shares outstanding; change 1.15)
Holder of DRS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 861179 (value 41422708; 0.00% of shares outstanding; change 0.04)
Holder of DRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1028176 (value 49455264; 0.00% of shares outstanding; change 0.01)
Holder of DRS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1838607 (value 88436993; 0.01% of shares outstanding; change 0.02)
Holder of DRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2548669 (value 122590975; 0.01% of shares outstanding; change 0.01)
Holder of DRS: Voya Equity Trust-Voya Large Cap Value Fund
Shares held as of 2026-03-31: 857127 (value 39556412; 0.00% of shares outstanding; change 0.45)
Holder of DRS: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1914937 (value 88374345; 0.01% of shares outstanding; change 0.31)
Holder of DRS: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-04-30: 1705949 (value 82789702; 0.01% of shares outstanding; change 0.01)
Holder of DRS: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 2774787 (value 134660409; 0.01% of shares outstanding; change 0.00)
Holder of DRS: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1064700 (value 51212068; 0.00% of shares outstanding; change 0.35)
Holder of DRS: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 886166 (value 37812701; 0.00% of shares outstanding; change 0.01)
Holder of DRS: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1971243 (value 94816785; 0.01% of shares outstanding; change 0.03)
Holder of DRS: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-05-31: 1676045 (value 73980625; 0.01% of shares outstanding; change -0.02)
Holder of DRS: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 2741246 (value 120559997; 0.01% of shares outstanding; change -0.01)
Holder of DRS: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-06-30: 1765189 (value 84905588; 0.01% of shares outstanding; change 0.05)
Holder of DRS: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 3004354 (value 144509422; 0.01% of shares outstanding; change 0.10)
Holder of DRT.TO: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2025-12-31: 7095240 (value 5250477; 0.04% of shares outstanding; change 0.00)
Holder of DRT.TO: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 6635902 (value 5574157; 0.03% of shares outstanding; change -0.06)
Holder of DRT.TO: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 604473 (value 507757; 0.00% of shares outstanding; change 1.63)
Holder of DRT.TO: Guidestone Funds-SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 60373 (value 50713; 0.00% of shares outstanding; change -0.32)
Holder of DRT.TO: MML SERIES INVESTMENT Fd.-MML VIP American Century Small Company Value
Shares held as of 2026-03-31: 80290 (value 67443; 0.00% of shares outstanding; change 0.00)
Holder of DRT.TO: Voya Partners Inc-VY(R) American Century Small-Mid Cap Value Portfolio
Shares held as of 2026-03-31: 79057 (value 58502; 0.00% of shares outstanding; change 0.00)
Holder of DRT.TO: Voya Partners Inc-VY(R) American Century Small-Mid Cap Value Portfolio
Shares held as of 2026-04-30: 95175 (value 78043; 0.00% of shares outstanding; change 0.20)
Holder of DRT.TO: Voya Partners Inc-VY(R) American Century Small-Mid Cap Value Portfolio
Shares held as of 2026-05-31: 95175 (value 79946; 0.00% of shares outstanding; change 0.00)
Holder of DRTS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 53399 (value 499280; 0.00% of shares outstanding; change 0.11)
Holder of DRTS: Tidal Trust II-Even Herd Long Short ETF
Shares held as of 2026-03-31: 25093 (value 313662; 0.00% of shares outstanding; change 1.00)
Holder of DRTS: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 277086 (value 3000841; 0.00% of shares outstanding; change -0.05)
Holder of DRTS: Dunham Funds-Dunham Small Cap Growth Fund
Shares held as of 2026-04-30: 27111 (value 338887; 0.00% of shares outstanding; change 1.00)
Holder of DRTS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 53399 (value 671759; 0.00% of shares outstanding; change 0.00)
Holder of DRTS: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 38544 (value 379658; 0.00% of shares outstanding; change 1.00)
Holder of DRTS: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 277086 (value 3665847; 0.00% of shares outstanding; change 0.00)
Holder of DRTS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 53399 (value 667487; 0.00% of shares outstanding; change 0.00)
Holder of DRTS: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 83091 (value 1030328; 0.00% of shares outstanding; change 1.16)
Holder of DRTS: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 277086 (value 3463575; 0.00% of shares outstanding; change 0.00)
Holder of DRTS: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-06-30: 9698 (value 121225; 0.00% of shares outstanding; change 1.00)
Holder of DRTS: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 83091 (value 1038637; 0.00% of shares outstanding; change 0.00)
Holder of DRUG: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 103013 (value 7107897; 0.01% of shares outstanding; change 1.00)
Holder of DRUG: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 95655 (value 6823071; 0.01% of shares outstanding; change 1.00)
Holder of DRUG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 49535 (value 3144977; 0.01% of shares outstanding; change 0.01)
Holder of DRUG: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 25048 (value 1786673; 0.00% of shares outstanding; change 0.11)
Holder of DRUG: VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF
Shares held as of 2026-02-28: 22135 (value 1578889; 0.00% of shares outstanding; change 0.93)
Holder of DRUG: BlackRock Health Sciences Term Trust
Shares held as of 2026-03-31: 31933 (value 2277780; 0.00% of shares outstanding; change 1.06)
Holder of DRUG: Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund
Shares held as of 2026-03-31: 42006 (value 2996288; 0.00% of shares outstanding; change 0.36)
Holder of DRUG: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 130013 (value 9273827; 0.01% of shares outstanding; change 0.26)
Holder of DRUG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 168504 (value 14840147; 0.02% of shares outstanding; change 0.38)
Holder of DRUG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 69072 (value 4926905; 0.01% of shares outstanding; change 0.39)
Holder of DRUG: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 20238 (value 1233506; 0.00% of shares outstanding; change 0.00)
Holder of DRUG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 164783 (value 11139330; 0.02% of shares outstanding; change -0.02)
Holder of DRUG: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 56904 (value 3846710; 0.01% of shares outstanding; change 0.00)
Holder of DRUG: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 20238 (value 1368088; 0.00% of shares outstanding; change 0.00)
Holder of DRUG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 166373 (value 11867386; 0.02% of shares outstanding; change 0.01)
Holder of DRUG: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 56320 (value 4017305; 0.01% of shares outstanding; change -0.01)
Holder of DRUG: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-06-30: 24274 (value 1731464; 0.00% of shares outstanding; change 0.25)
Holder of DRVN: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 1775260 (value 24569598; 0.01% of shares outstanding; change 0.00)
Holder of DRVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 632831 (value 8758381; 0.00% of shares outstanding; change 0.02)
Holder of DRVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1308100 (value 18104104; 0.01% of shares outstanding; change -0.04)
Holder of DRVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 842112 (value 11654830; 0.01% of shares outstanding; change 0.93)
Holder of DRVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1804498 (value 24974252; 0.01% of shares outstanding; change 0.01)
Holder of DRVN: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 4500000 (value 61244998; 0.03% of shares outstanding; change -0.10)
Holder of DRVN: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-03-31: 1170500 (value 16199720; 0.01% of shares outstanding; change 0.23)
Holder of DRVN: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 4120600 (value 57029104; 0.03% of shares outstanding; change 0.26)
Holder of DRVN: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 1672812 (value 22766970; 0.01% of shares outstanding; change -0.02)
Holder of DRVN: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 825023 (value 11228562; 0.01% of shares outstanding; change -0.54)
Holder of DRVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1323833 (value 18017366; 0.01% of shares outstanding; change 0.01)
Holder of DRVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 845366 (value 11505430; 0.01% of shares outstanding; change 0.00)
Holder of DRVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1804498 (value 24559217; 0.01% of shares outstanding; change 0.00)
Holder of DRVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1453300 (value 20113672; 0.01% of shares outstanding; change 0.02)
Holder of DRVN: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-04-30: 986500 (value 12104355; 0.01% of shares outstanding; change -0.16)
Holder of DRVN: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 4383878 (value 53790185; 0.03% of shares outstanding; change 0.06)
Holder of DRVN: Fidelity Devonshire Trust-Fidelity Mid Cap Value Fund
Shares held as of 2026-04-30: 686700 (value 8425809; 0.00% of shares outstanding; change 0.30)
Holder of DRVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1396581 (value 20208527; 0.01% of shares outstanding; change -0.04)
Holder of DRVN: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-05-31: 1023700 (value 13932556; 0.01% of shares outstanding; change 0.04)
Holder of DRVN: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 4876014 (value 66362548; 0.03% of shares outstanding; change 0.11)
Holder of DRVN: Fidelity Devonshire Trust-Fidelity Mid Cap Value Fund
Shares held as of 2026-05-31: 717500 (value 9765174; 0.00% of shares outstanding; change 0.04)
Holder of DRVN: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 1635110 (value 23660042; 0.01% of shares outstanding; change -0.02)
Holder of DRVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1428212 (value 19437964; 0.01% of shares outstanding; change 0.02)
Holder of DRY.V: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 3920500 (value 1117342; 0.02% of shares outstanding; change -0.33)
Holder of DRY.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 174000 (value 43500; 0.00% of shares outstanding; change -0.75)
Holder of DRY.V: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-04-30: 8140000 (value 2035000; 0.03% of shares outstanding; change 1.08)
Holder of DSAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 149484 (value 1518757; 0.01% of shares outstanding; change 1.00)
Holder of DSAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 24440 (value 248310; 0.00% of shares outstanding; change 1.00)
Holder of DSAC: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 40000 (value 406399; 0.00% of shares outstanding; change 1.00)
Holder of DSAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 50000 (value 507999; 0.00% of shares outstanding; change 1.00)
Holder of DSAC: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 80000 (value 812799; 0.00% of shares outstanding; change 1.00)
Holder of DSAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4888 (value 49319; 0.00% of shares outstanding; change 1.00)
Holder of DSAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4888 (value 49662; 0.00% of shares outstanding; change 0.00)
Holder of DSFIR.AS: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 723121 (value 53366332; 0.00% of shares outstanding; change 0.11)
Holder of DSFIR.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1715274 (value 116535719; 0.01% of shares outstanding; change 0.02)
Holder of DSFIR.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2663057 (value 223803312; 0.01% of shares outstanding; change 0.01)
Holder of DSFIR.AS: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 16126033 (value 1346201288; 0.06% of shares outstanding; change 0.18)
Holder of DSFIR.AS: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 682234 (value 56952896; 0.00% of shares outstanding; change -0.06)
Holder of DSFIR.AS: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 1360751 (value 113595498; 0.01% of shares outstanding; change 1.00)
Holder of DSFIR.AS: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 466449 (value 35757982; 0.00% of shares outstanding; change 0.76)
Holder of DSFIR.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1761748 (value 147070728; 0.01% of shares outstanding; change 0.03)
Holder of DSFIR.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 642721 (value 54014273; 0.00% of shares outstanding; change 0.01)
Holder of DSFIR.AS: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 691876 (value 58145259; 0.00% of shares outstanding; change 0.03)
Holder of DSFIR.AS: VANGUARD SPECIALIZED FUNDS-Vanguard Global ESG Select Stock Fund
Shares held as of 2026-04-30: 505263 (value 42179356; 0.00% of shares outstanding; change 0.30)
Holder of DSFIR.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2660837 (value 222126681; 0.01% of shares outstanding; change 0.00)
Holder of DSFIR.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1229628 (value 104518380; 0.00% of shares outstanding; change 0.01)
Holder of DSFIR.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 601046 (value 46076188; 0.00% of shares outstanding; change 0.00)
Holder of DSFIR.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 649484 (value 54218926; 0.00% of shares outstanding; change 0.01)
Holder of DSFIR.AS: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 694779 (value 58000153; 0.00% of shares outstanding; change 0.00)
Holder of DSFIR.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1216427 (value 101547330; 0.00% of shares outstanding; change -0.01)
Holder of DSFIR.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 607448 (value 50709761; 0.00% of shares outstanding; change 0.01)
Holder of DSFIR.SW: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 13640854 (value 896204066; 0.05% of shares outstanding; change 0.41)
Holder of DSFIR.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 723121 (value 49244538; 0.00% of shares outstanding; change 0.11)
Holder of DSFIR.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1715274 (value 112693496; 0.01% of shares outstanding; change 0.02)
Holder of DSFIR.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2663057 (value 206786380; 0.01% of shares outstanding; change 0.01)
Holder of DSFIR.SW: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 16126033 (value 1224772157; 0.06% of shares outstanding; change 0.18)
Holder of DSFIR.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 682234 (value 51815670; 0.00% of shares outstanding; change -0.06)
Holder of DSFIR.SW: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 1360751 (value 103349034; 0.01% of shares outstanding; change 1.00)
Holder of DSFIR.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 635100 (value 41726068; 0.00% of shares outstanding; change 0.01)
Holder of DSFIR.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 673799 (value 44268592; 0.00% of shares outstanding; change 0.00)
Holder of DSFIR.SW: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 466449 (value 33239156; 0.00% of shares outstanding; change 0.76)
Holder of DSFIR.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1761748 (value 133804755; 0.01% of shares outstanding; change 0.03)
Holder of DSFIR.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 642721 (value 49907286; 0.00% of shares outstanding; change 0.01)
Holder of DSFIR.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 691876 (value 53724172; 0.00% of shares outstanding; change 0.03)
Holder of DSFIR.SW: VANGUARD SPECIALIZED FUNDS-Vanguard Global ESG Select Stock Fund
Shares held as of 2026-04-30: 505263 (value 38374723; 0.00% of shares outstanding; change 0.30)
Holder of DSFIR.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2660837 (value 202090562; 0.01% of shares outstanding; change 0.00)
Holder of DSFIR.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1229628 (value 96587283; 0.00% of shares outstanding; change 0.01)
Holder of DSFIR.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 601046 (value 42830539; 0.00% of shares outstanding; change 0.00)
Holder of DSFIR.SW: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 454361 (value 29851516; 0.00% of shares outstanding; change 0.02)
Holder of DSFIR.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 649484 (value 49328307; 0.00% of shares outstanding; change 0.01)
Holder of DSFIR.SW: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 694779 (value 52768462; 0.00% of shares outstanding; change 0.00)
Holder of DSFIR.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1216427 (value 92387626; 0.00% of shares outstanding; change -0.01)
Holder of DSFIR.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 607448 (value 46135673; 0.00% of shares outstanding; change 0.01)
Holder of DSG.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 1224878 (value 226296210; 0.02% of shares outstanding; change 0.03)
Holder of DSG.DE: Vanguard Explorer Fund
Shares held as of 2026-01-31: 524438 (value 96889920; 0.01% of shares outstanding; change 1.00)
Holder of DSG.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 689482 (value 127381799; 0.01% of shares outstanding; change 73.14)
Holder of DSG.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2844826 (value 515198005; 0.04% of shares outstanding; change 0.23)
Holder of DSG.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 741111 (value 134215206; 0.01% of shares outstanding; change 0.04)
Holder of DSG.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1454474 (value 263405250; 0.02% of shares outstanding; change 0.02)
Holder of DSG.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 926184 (value 167731928; 0.01% of shares outstanding; change 0.01)
Holder of DSG.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1997409 (value 361730782; 0.03% of shares outstanding; change 0.01)
Holder of DSG.DE: VANGUARD WELLESLEY INCOME FUND
Shares held as of 2026-03-31: 1272438 (value 230438529; 0.02% of shares outstanding; change 0.23)
Holder of DSG.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1191870 (value 215847664; 0.02% of shares outstanding; change -0.03)
Holder of DSG.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 524438 (value 94975725; 0.01% of shares outstanding; change 0.00)
Holder of DSG.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2242788 (value 414355083; 0.03% of shares outstanding; change 0.02)
Holder of DSG.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 699192 (value 126623675; 0.01% of shares outstanding; change -0.12)
Holder of DSG.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2252513 (value 407930118; 0.03% of shares outstanding; change 0.00)
Holder of DSG.TO: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2025-12-31: 1945900 (value 212725787; 0.02% of shares outstanding; change 0.05)
Holder of DSG.TO: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2025-12-31: 550845 (value 60218375; 0.01% of shares outstanding; change -0.03)
Holder of DSG.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 804462 (value 87943785; 0.01% of shares outstanding; change 0.02)
Holder of DSG.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-01-31: 1609633 (value 175965079; 0.02% of shares outstanding; change 0.00)
Holder of DSG.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1259347 (value 123705660; 0.01% of shares outstanding; change 0.01)
Holder of DSG.TO: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2026-03-31: 1683982 (value 162066424; 0.02% of shares outstanding; change -0.13)
Holder of DSG.TO: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F
Shares held as of 2026-03-31: 801599 (value 77145886; 0.01% of shares outstanding; change -0.16)
Holder of DSG.TO: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 938531 (value 90324221; 0.01% of shares outstanding; change -0.29)
Holder of DSG.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1369078 (value 131760063; 0.02% of shares outstanding; change 0.00)
Holder of DSG.TO: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 544772 (value 52428856; 0.01% of shares outstanding; change -0.01)
Holder of DSG.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-03-31: 1343183 (value 126474116; 0.02% of shares outstanding; change -0.17)
Holder of DSG.TO: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 984600 (value 94757901; 0.01% of shares outstanding; change 1.00)
Holder of DSG.TO: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1034599 (value 99569805; 0.01% of shares outstanding; change 0.00)
Holder of DSG.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 826711 (value 79562664; 0.01% of shares outstanding; change 0.03)
Holder of DSG.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 535761 (value 55274461; 0.01% of shares outstanding; change 0.00)
Holder of DSG.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-04-30: 1246776 (value 119989719; 0.01% of shares outstanding; change -0.07)
Holder of DSG.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1257561 (value 121027667; 0.01% of shares outstanding; change 0.00)
Holder of DSG.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1369078 (value 141247774; 0.02% of shares outstanding; change 0.00)
Holder of DSGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 310831 (value 3257508; 0.01% of shares outstanding; change -0.01)
Holder of DSGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 956875 (value 10028049; 0.02% of shares outstanding; change 0.22)
Holder of DSGN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 233488 (value 3198785; 0.00% of shares outstanding; change 0.01)
Holder of DSGN: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 146785 (value 1729127; 0.00% of shares outstanding; change 0.00)
Holder of DSGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 158128 (value 1684063; 0.00% of shares outstanding; change 0.01)