speb/financial-data huggingface dataset:
Holder of IQE.L: American Century ETF Trust-Avantis International Small Cap Value Fund
Shares held as of 2026-03-31: 343457 (value 16777873; 0.00% of shares outstanding; change 1.00)
Holder of IQE.L: Artisan Partners Funds Inc.-Artisan International Explorer Fund
Shares held as of 2026-03-31: 60784883 (value 2969341441; 0.05% of shares outstanding; change 0.00)
Holder of IQE.L: Clearwater Investment Trust-CLEARWATER INTERNATIONAL FUND
Shares held as of 2026-03-31: 24357010 (value 1189839901; 0.02% of shares outstanding; change 0.00)
Holder of IQE.L: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional Intl Core Eqy. Fd.
Shares held as of 2026-03-31: 58773 (value 2871060; 0.00% of shares outstanding; change 0.00)
Holder of IQE.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 362302 (value 16756467; 0.00% of shares outstanding; change 0.08)
Holder of IQE.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 80393 (value 3718176; 0.00% of shares outstanding; change 0.03)
Holder of IQE.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1835813 (value 84906351; 0.00% of shares outstanding; change 3.09)
Holder of IQE.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 470999 (value 23008300; 0.00% of shares outstanding; change -0.58)
Holder of IQE.L: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 250080 (value 12216407; 0.00% of shares outstanding; change 0.00)
Holder of IQE.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 2903015 (value 141812278; 0.00% of shares outstanding; change -0.04)
Holder of IQE.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 3410744 (value 125856458; 0.00% of shares outstanding; change 8.41)
Holder of IQE.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 82985 (value 3062146; 0.00% of shares outstanding; change 0.03)
Holder of IQE.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 9588776 (value 463617304; 0.01% of shares outstanding; change 4.22)
Holder of IQE.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 3505249 (value 171231408; 0.00% of shares outstanding; change 0.03)
Holder of IQE.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 86441 (value 4222642; 0.00% of shares outstanding; change 0.04)
Holder of IQE.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 33674479 (value 1644998247; 0.03% of shares outstanding; change 2.51)
Holder of IQI: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2025-12-31: 8886 (value 88149; 0.00% of shares outstanding; change -0.13)
Holder of IQI: PIMCO Flexible Municipal Income Fund
Shares held as of 2025-12-31: 461597 (value 4579042; 0.01% of shares outstanding; change 0.00)
Holder of IQI: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2026-03-31: 8886 (value 88415; 0.00% of shares outstanding; change 0.00)
Holder of IQI: Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund
Shares held as of 2026-03-31: 190374 (value 1894221; 0.00% of shares outstanding; change 0.00)
Holder of IQI: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-03-31: 7436 (value 75326; 0.00% of shares outstanding; change 0.00)
Holder of IQI: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 195032 (value 1940568; 0.00% of shares outstanding; change -0.66)
Holder of IQI: PIMCO Flexible Municipal Income Fund
Shares held as of 2026-03-31: 461597 (value 4592890; 0.01% of shares outstanding; change 0.00)
Holder of IQI: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 1383 (value 13760; 0.00% of shares outstanding; change 1.00)
Holder of IQI: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 531 (value 5283; 0.00% of shares outstanding; change 1.00)
Holder of IQI: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 1178 (value 11721; 0.00% of shares outstanding; change 1.00)
Holder of IQI: SIT MUTUAL FUNDS II INC-Sit Tax-Free Income Fund
Shares held as of 2026-03-31: 78114 (value 777234; 0.00% of shares outstanding; change 0.00)
Holder of IQI: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 346258 (value 3421029; 0.01% of shares outstanding; change 0.01)
Holder of IQI: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-05-31: 7436 (value 73988; 0.00% of shares outstanding; change 0.00)
Holder of IQI: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 356318 (value 3645132; 0.01% of shares outstanding; change 0.03)
Holder of IQI: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 351096 (value 3493405; 0.01% of shares outstanding; change -0.01)
Holder of IQST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 36746 (value 43360; 0.01% of shares outstanding; change 0.00)
Holder of IQST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4884 (value 5763; 0.00% of shares outstanding; change 1.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 40738 (value 39361; 0.01% of shares outstanding; change 0.65)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1072 (value 1035; 0.00% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4177 (value 4035; 0.00% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 5459 (value 5274; 0.00% of shares outstanding; change 0.00)
Holder of IQST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 36745 (value 37479; 0.01% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 40590 (value 51549; 0.01% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1072 (value 1361; 0.00% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4177 (value 5304; 0.00% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 5459 (value 6932; 0.00% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 40590 (value 41401; 0.01% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1072 (value 1093; 0.00% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4177 (value 4260; 0.00% of shares outstanding; change 0.00)
Holder of IQST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 5459 (value 5568; 0.00% of shares outstanding; change 0.00)
Holder of IQV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4294280 (value 782460787; 0.03% of shares outstanding; change 0.02)
Holder of IQV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5089034 (value 927272919; 0.03% of shares outstanding; change 0.00)
Holder of IQV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 1561000 (value 261951406; 0.01% of shares outstanding; change 1.00)
Holder of IQV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2165919 (value 394652115; 0.01% of shares outstanding; change 0.00)
Holder of IQV: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 2683300 (value 558260573; 0.02% of shares outstanding; change -0.01)
Holder of IQV: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund
Shares held as of 2026-03-31: 2346400 (value 488168527; 0.01% of shares outstanding; change 0.11)
Holder of IQV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4309201 (value 896529281; 0.03% of shares outstanding; change 0.00)
Holder of IQV: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3664897 (value 762481832; 0.02% of shares outstanding; change 0.04)
Holder of IQV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5389235 (value 1121230358; 0.03% of shares outstanding; change 0.06)
Holder of IQV: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1569899 (value 326617491; 0.01% of shares outstanding; change 0.05)
Holder of IQV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2173413 (value 364720430; 0.01% of shares outstanding; change 0.00)
Holder of IQV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2036232 (value 369494672; 0.01% of shares outstanding; change 0.03)
Holder of IQV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 1805500 (value 375634280; 0.01% of shares outstanding; change 0.16)
Holder of IQV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2193707 (value 368125966; 0.01% of shares outstanding; change 0.01)
Holder of IQV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2170374 (value 451546317; 0.01% of shares outstanding; change 0.00)
Holder of IQV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2056131 (value 427366840; 0.01% of shares outstanding; change 0.01)
Holder of IQV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2234495 (value 464886691; 0.01% of shares outstanding; change 0.02)
Holder of IQV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2017348 (value 419709257; 0.01% of shares outstanding; change -0.02)
Holder of IR: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 8906272 (value 638045320; 0.02% of shares outstanding; change 0.59)
Holder of IR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9065223 (value 649432570; 0.02% of shares outstanding; change 0.02)
Holder of IR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12428432 (value 890372860; 0.03% of shares outstanding; change -0.01)
Holder of IR: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 5267655 (value 410192309; 0.01% of shares outstanding; change 0.00)
Holder of IR: AMCAP FUND
Shares held as of 2026-03-31: 10532144 (value 888912969; 0.03% of shares outstanding; change 0.00)
Holder of IR: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 9854508 (value 831720490; 0.03% of shares outstanding; change -0.36)
Holder of IR: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 6164424 (value 520277395; 0.02% of shares outstanding; change -0.50)
Holder of IR: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 9600191 (value 810256135; 0.02% of shares outstanding; change -0.07)
Holder of IR: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 9856287 (value 777168214; 0.03% of shares outstanding; change 0.06)
Holder of IR: Investment Co of America
Shares held as of 2026-03-31: 9856287 (value 810581021; 0.03% of shares outstanding; change 0.06)
Holder of IR: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 6310973 (value 532646130; 0.02% of shares outstanding; change -0.29)
Holder of IR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9044491 (value 763355054; 0.02% of shares outstanding; change 0.00)
Holder of IR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8457522 (value 713814869; 0.02% of shares outstanding; change -0.02)
Holder of IR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12438822 (value 1049836595; 0.03% of shares outstanding; change 0.00)
Holder of IR: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 5562528 (value 469477371; 0.01% of shares outstanding; change 0.06)
Holder of IR: Investment Co of America
Shares held as of 2026-06-30: 9586777 (value 809123993; 0.02% of shares outstanding; change -0.03)
Holder of IRAB: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 344836 (value 3431118; 0.02% of shares outstanding; change 1.00)
Holder of IRAB: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 55162 (value 548861; 0.00% of shares outstanding; change 1.00)
Holder of IRD: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 42065 (value 169521; 0.00% of shares outstanding; change 0.00)
Holder of IRD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 431277 (value 1880367; 0.01% of shares outstanding; change 0.53)
Holder of IRD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1529102 (value 6666884; 0.02% of shares outstanding; change 0.87)
Holder of IRD: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 45539 (value 198550; 0.00% of shares outstanding; change 1.00)
Holder of IRD: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 27110 (value 118199; 0.00% of shares outstanding; change -0.43)
Holder of IRD: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 5171 (value 21097; 0.00% of shares outstanding; change 1.00)
Holder of IRD: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 42065 (value 129560; 0.00% of shares outstanding; change 0.00)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 229865 (value 926355; 0.00% of shares outstanding; change 0.00)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 45672 (value 184058; 0.00% of shares outstanding; change 0.53)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 68321 (value 275333; 0.00% of shares outstanding; change 0.00)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 95002 (value 382858; 0.00% of shares outstanding; change 0.00)
Holder of IRD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 471989 (value 1453726; 0.01% of shares outstanding; change 0.09)
Holder of IRD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1894478 (value 5834992; 0.02% of shares outstanding; change 0.24)
Holder of IRD: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 26271 (value 102982; 0.00% of shares outstanding; change -0.42)
Holder of IRD: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 38271 (value 117874; 0.00% of shares outstanding; change 0.41)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 229029 (value 934438; 0.00% of shares outstanding; change 0.00)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 45672 (value 186341; 0.00% of shares outstanding; change 0.00)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 68321 (value 278749; 0.00% of shares outstanding; change 0.00)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 95002 (value 387608; 0.00% of shares outstanding; change 0.00)
Holder of IRD: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 35000 (value 107799; 0.00% of shares outstanding; change 1.00)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 224377 (value 691081; 0.00% of shares outstanding; change -0.02)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 45672 (value 140669; 0.00% of shares outstanding; change 0.00)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 66810 (value 205774; 0.00% of shares outstanding; change -0.02)
Holder of IRD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 95002 (value 292606; 0.00% of shares outstanding; change 0.00)
Holder of IRD: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 85583 (value 263595; 0.00% of shares outstanding; change 1.00)
Holder of IRDM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1130342 (value 58529107; 0.01% of shares outstanding; change -0.01)
Holder of IRDM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1138027 (value 58927036; 0.01% of shares outstanding; change -0.05)
Holder of IRDM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2023353 (value 104769215; 0.02% of shares outstanding; change -0.05)
Holder of IRDM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2863660 (value 148280311; 0.03% of shares outstanding; change -0.01)
Holder of IRDM: ARK ETF Trust-ARK Space & Defense Innovation ETF
Shares held as of 2026-02-28: 1176962 (value 55740921; 0.01% of shares outstanding; change -0.24)
Holder of IRDM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1169874 (value 53556830; 0.01% of shares outstanding; change 0.04)
Holder of IRDM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1151999 (value 52738512; 0.01% of shares outstanding; change 0.01)
Holder of IRDM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2059340 (value 94276582; 0.02% of shares outstanding; change 0.02)
Holder of IRDM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2777314 (value 127145431; 0.03% of shares outstanding; change -0.03)
Holder of IRDM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3299692 (value 156273415; 0.03% of shares outstanding; change 0.11)
Holder of IRDM: Pacer Funds Trust-Pacer US Large Cap Cash Cows Growth Leaders ETF
Shares held as of 2026-04-30: 724320 (value 33159368; 0.01% of shares outstanding; change 0.29)
Holder of IRDM: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 862893 (value 39503240; 0.01% of shares outstanding; change 0.68)
Holder of IRDM: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 959800 (value 41559339; 0.01% of shares outstanding; change 0.01)
Holder of IRDM: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-04-30: 881256 (value 41701033; 0.01% of shares outstanding; change 0.57)
Holder of IRDM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6396406 (value 276964374; 0.06% of shares outstanding; change 0.02)
Holder of IRDM: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-04-30: 1378353 (value 59682683; 0.01% of shares outstanding; change 0.28)
Holder of IRDM: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-05-31: 873773 (value 37834370; 0.01% of shares outstanding; change 0.03)
Holder of IRDM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3729859 (value 161502891; 0.04% of shares outstanding; change 0.13)
Holder of IRDM: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 964080 (value 48261846; 0.01% of shares outstanding; change 0.00)
Holder of IRDM: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-05-31: 965530 (value 48334433; 0.01% of shares outstanding; change 0.10)
Holder of IRDM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6362065 (value 291255327; 0.06% of shares outstanding; change -0.01)
Holder of IRDM: iShares Trust-iShares U.S. Telecommunications ETF
Shares held as of 2026-05-31: 1333031 (value 61026157; 0.01% of shares outstanding; change -0.03)
Holder of IRDM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4130564 (value 189097214; 0.04% of shares outstanding; change 0.11)
Holder of IRDM: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 968068 (value 44318151; 0.01% of shares outstanding; change 0.00)
Holder of IREN: -Dan IVES Wedbush AI Revolution ETF
Shares held as of 2026-01-31: 426259 (value 24241348; 0.00% of shares outstanding; change 1.00)
Holder of IREN: -Nicholas Crypto Income ETF
Shares held as of 2026-01-31: 349863 (value 19896708; 0.00% of shares outstanding; change 0.67)
Holder of IREN: EXCHANGE TRADED CONCEPTS TRUST-Bitwise Crypto Industry Innovators ETF
Shares held as of 2026-03-31: 948779 (value 35171237; 0.00% of shares outstanding; change 1.11)
Holder of IREN: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1917718 (value 71089805; 0.01% of shares outstanding; change 0.30)
Holder of IREN: Valkyrie ETF Trust II-Valkyrie Bitcoin Miners ETF
Shares held as of 2026-03-31: 664789 (value 24643728; 0.00% of shares outstanding; change -0.44)
Holder of IREN: -Dan IVES Wedbush AI Revolution ETF
Shares held as of 2026-04-30: 369955 (value 13714231; 0.00% of shares outstanding; change -0.13)
Holder of IREN: -Nicholas Crypto Income ETF
Shares held as of 2026-04-30: 372731 (value 13817138; 0.00% of shares outstanding; change 0.07)
Holder of IREN: -YieldMax Ultra Option Income Strategy ETF
Shares held as of 2026-04-30: 900000 (value 33362999; 0.00% of shares outstanding; change 0.00)
Holder of IREN: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-04-30: 298625 (value 16230268; 0.00% of shares outstanding; change 0.01)
Holder of IREN: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-04-30: 792489 (value 47367067; 0.00% of shares outstanding; change 0.21)
Holder of IREN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Mid Cap Growth Fund
Shares held as of 2026-04-30: 333488 (value 19932577; 0.00% of shares outstanding; change -0.31)
Holder of IREN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 405403 (value 23055268; 0.00% of shares outstanding; change 0.00)
Holder of IREN: VanEck ETF Trust-VanEck Digital Transformation ETF
Shares held as of 2026-04-30: 605391 (value 32902999; 0.00% of shares outstanding; change 0.28)
Holder of IREN: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-05-31: 292620 (value 16641299; 0.00% of shares outstanding; change -0.02)
Holder of IREN: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-05-31: 770492 (value 25903940; 0.00% of shares outstanding; change -0.03)
Holder of IREN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Mid Cap Growth Fund
Shares held as of 2026-05-31: 333488 (value 18965462; 0.00% of shares outstanding; change 0.00)
Holder of IREN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 404995 (value 15013164; 0.00% of shares outstanding; change 0.00)
Holder of IREN: VanEck ETF Trust-VanEck Digital Transformation ETF
Shares held as of 2026-05-31: 551949 (value 22707181; 0.00% of shares outstanding; change -0.09)
Holder of IREN: iShares Trust-iShares MSCI USA Momentum Factor ETF
Shares held as of 2026-05-31: 549225 (value 20359770; 0.00% of shares outstanding; change 1.03)
Holder of IREN: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-06-30: 694152 (value 25732214; 0.00% of shares outstanding; change -0.10)
Holder of IREN: VanEck ETF Trust-VanEck Digital Transformation ETF
Shares held as of 2026-06-30: 473347 (value 17546973; 0.00% of shares outstanding; change -0.14)
Holder of IRES.IR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-01-31: 3819587 (value 4262659; 0.01% of shares outstanding; change -0.01)
Holder of IRES.IR: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 2073689 (value 2314237; 0.00% of shares outstanding; change 0.00)
Holder of IRES.IR: Columbia Funds Series Trust I-Columbia Adaptive Risk Allocation Fund
Shares held as of 2026-02-28: 5910744 (value 6560925; 0.01% of shares outstanding; change 0.80)
Holder of IRES.IR: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-02-28: 5454557 (value 6087285; 0.01% of shares outstanding; change 0.00)
Holder of IRES.IR: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 17030600 (value 19006150; 0.03% of shares outstanding; change 0.00)
Holder of IRES.IR: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 10949300 (value 12219419; 0.02% of shares outstanding; change 0.00)
Holder of IRES.IR: Calvert World Values Fd., Inc.-Calvert Intl Opportunities Fd.
Shares held as of 2026-03-31: 3412704 (value 3788101; 0.01% of shares outstanding; change 1.00)
Holder of IRES.IR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO
Shares held as of 2026-04-30: 3800745 (value 4218827; 0.01% of shares outstanding; change 0.00)
Holder of IRES.IR: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-04-30: 5454557 (value 6054558; 0.01% of shares outstanding; change 0.00)
Holder of IRES.IR: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 17030600 (value 18903966; 0.03% of shares outstanding; change 0.00)
Holder of IRES.IR: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-04-30: 10949300 (value 12153723; 0.02% of shares outstanding; change 0.00)
Holder of IRES.IR: Fidelity Select Portfolios-Fidelity International Real Estate Fund
Shares held as of 2026-04-30: 3811400 (value 4253522; 0.01% of shares outstanding; change 0.00)
Holder of IRES.IR: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 2881306 (value 3198249; 0.01% of shares outstanding; change 0.39)
Holder of IRES.IR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1959696 (value 2187020; 0.00% of shares outstanding; change 0.01)
Holder of IRES.IR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 2188161 (value 2441987; 0.00% of shares outstanding; change 0.00)
Holder of IRES.IR: Fidelity Select Portfolios-Fidelity International Real Estate Fund
Shares held as of 2026-05-31: 3731853 (value 4142356; 0.01% of shares outstanding; change -0.02)
Holder of IRES.IR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1975881 (value 2193227; 0.00% of shares outstanding; change 0.01)
Holder of IRES.IR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2188161 (value 2428858; 0.00% of shares outstanding; change 0.00)
Holder of IRHO: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 516918 (value 5174349; 0.02% of shares outstanding; change 1.00)
Holder of IRHO: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 79589 (value 796685; 0.00% of shares outstanding; change 1.00)
Holder of IRIX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 112741 (value 118378; 0.01% of shares outstanding; change 0.00)
Holder of IRIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 401852 (value 421944; 0.02% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 90913 (value 99095; 0.01% of shares outstanding; change 0.38)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 14777 (value 16106; 0.00% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 16874 (value 18392; 0.00% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 14475 (value 15777; 0.00% of shares outstanding; change 0.00)
Holder of IRIX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 112741 (value 100429; 0.01% of shares outstanding; change 0.00)
Holder of IRIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 401852 (value 357969; 0.02% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 90582 (value 106886; 0.01% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14777 (value 17436; 0.00% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 16874 (value 19911; 0.00% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 14475 (value 17080; 0.00% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 90582 (value 80690; 0.01% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14777 (value 13163; 0.00% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 16874 (value 15031; 0.00% of shares outstanding; change 0.00)
Holder of IRIX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 14475 (value 12894; 0.00% of shares outstanding; change 0.00)
Holder of IRM: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 3296338 (value 422755348; 0.01% of shares outstanding; change 0.26)
Holder of IRM: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 2615444 (value 335430693; 0.01% of shares outstanding; change 0.04)
Holder of IRM: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 3013138 (value 386434948; 0.01% of shares outstanding; change 0.19)
Holder of IRM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7454683 (value 956063094; 0.03% of shares outstanding; change 0.02)
Holder of IRM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8827944 (value 1132183818; 0.03% of shares outstanding; change -0.05)
Holder of IRM: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 11025699 (value 1453848676; 0.04% of shares outstanding; change 0.01)
Holder of IRM: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 3091475 (value 396667149; 0.01% of shares outstanding; change -0.06)
Holder of IRM: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 2760718 (value 354227719; 0.01% of shares outstanding; change -0.08)
Holder of IRM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3778038 (value 484533373; 0.01% of shares outstanding; change 0.00)
Holder of IRM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7518827 (value 964740674; 0.03% of shares outstanding; change 0.01)
Holder of IRM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6069577 (value 778787410; 0.02% of shares outstanding; change -0.01)
Holder of IRM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8938524 (value 1146901992; 0.03% of shares outstanding; change 0.01)
Holder of IRM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2599887 (value 333591494; 0.01% of shares outstanding; change 0.01)
Holder of IRM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3791094 (value 499893657; 0.01% of shares outstanding; change 0.00)
Holder of IRM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3526290 (value 439587324; 0.01% of shares outstanding; change 0.03)
Holder of IRM: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 10974169 (value 1408095597; 0.04% of shares outstanding; change 0.00)
Holder of IRM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3826519 (value 504564797; 0.01% of shares outstanding; change 0.01)
Holder of IRM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3785804 (value 485756501; 0.01% of shares outstanding; change 0.00)
Holder of IRM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3560862 (value 432680349; 0.01% of shares outstanding; change 0.01)
Holder of IRM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3897795 (value 500126066; 0.01% of shares outstanding; change 0.02)
Holder of IRM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3595722 (value 461367081; 0.01% of shares outstanding; change 0.01)
Holder of IRMD: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2025-12-31: 96795 (value 8775435; 0.01% of shares outstanding; change 1.00)
Holder of IRMD: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 82460 (value 7674552; 0.01% of shares outstanding; change 1.00)
Holder of IRMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 87008 (value 7888145; 0.01% of shares outstanding; change -0.03)
Holder of IRMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 259566 (value 23532254; 0.02% of shares outstanding; change 0.02)
Holder of IRMD: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 139503 (value 12647342; 0.01% of shares outstanding; change 1.00)
Holder of IRMD: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 71620 (value 6566837; 0.01% of shares outstanding; change -0.15)
Holder of IRMD: Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund
Shares held as of 2026-02-28: 65270 (value 5984606; 0.01% of shares outstanding; change 0.00)
Holder of IRMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 79243 (value 7265790; 0.01% of shares outstanding; change 0.01)
Holder of IRMD: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2026-03-31: 95683 (value 9041086; 0.01% of shares outstanding; change -0.01)
Holder of IRMD: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 82347 (value 7780967; 0.01% of shares outstanding; change 0.00)
Holder of IRMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 90487 (value 8550116; 0.01% of shares outstanding; change 0.04)
Holder of IRMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 259566 (value 24526390; 0.02% of shares outstanding; change 0.00)
Holder of IRMD: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 139503 (value 13181638; 0.01% of shares outstanding; change 0.00)
Holder of IRMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 198432 (value 17989845; 0.02% of shares outstanding; change 0.00)
Holder of IRMD: Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund
Shares held as of 2026-04-30: 65270 (value 6167362; 0.01% of shares outstanding; change 0.00)
Holder of IRMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 80135 (value 7571955; 0.01% of shares outstanding; change 0.01)
Holder of IRMD: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 60100 (value 5678848; 0.00% of shares outstanding; change 1.00)
Holder of IRMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 190714 (value 17486567; 0.01% of shares outstanding; change -0.04)
Holder of IRMD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 66044 (value 6055574; 0.01% of shares outstanding; change 0.00)
Holder of IRMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 196168 (value 18535913; 0.02% of shares outstanding; change 0.03)
Holder of IRMD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 65364 (value 6176244; 0.01% of shares outstanding; change -0.01)
Holder of IRON: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 395235 (value 26480745; 0.01% of shares outstanding; change 0.28)
Holder of IRON: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 394643 (value 26441081; 0.01% of shares outstanding; change 0.08)
Holder of IRON: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 471851 (value 31614017; 0.01% of shares outstanding; change 0.38)
Holder of IRON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 926409 (value 64450273; 0.02% of shares outstanding; change 0.31)
Holder of IRON: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 398364 (value 28204172; 0.01% of shares outstanding; change 0.00)
Holder of IRON: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1813623 (value 121512741; 0.05% of shares outstanding; change 51.25)
Holder of IRON: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 532174 (value 35655658; 0.01% of shares outstanding; change 0.00)
Holder of IRON: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 650000 (value 45220499; 0.02% of shares outstanding; change 0.00)
Holder of IRON: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2026-03-31: 385709 (value 28588752; 0.01% of shares outstanding; change -0.01)
Holder of IRON: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 395235 (value 29294819; 0.01% of shares outstanding; change 0.00)
Holder of IRON: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 504986 (value 37429563; 0.01% of shares outstanding; change 0.07)
Holder of IRON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 988969 (value 73302384; 0.03% of shares outstanding; change 0.07)
Holder of IRON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 669388 (value 46569322; 0.02% of shares outstanding; change 0.11)
Holder of IRON: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1868623 (value 132298514; 0.05% of shares outstanding; change 0.03)
Holder of IRON: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 398364 (value 29526740; 0.01% of shares outstanding; change 0.00)
Holder of IRON: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 494474 (value 35008760; 0.01% of shares outstanding; change -0.07)
Holder of IRON: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 690000 (value 48852002; 0.02% of shares outstanding; change 0.06)
Holder of IRON: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1131342 (value 80099017; 0.03% of shares outstanding; change 0.12)
Holder of IRON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 647055 (value 45811495; 0.02% of shares outstanding; change -0.03)
Holder of IRON: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1889838 (value 140074797; 0.05% of shares outstanding; change 0.01)
Holder of IRON: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 454774 (value 33707850; 0.01% of shares outstanding; change -0.08)
Holder of IRON: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 450000 (value 33354001; 0.01% of shares outstanding; change -0.35)
Holder of IRON: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1120206 (value 85796573; 0.03% of shares outstanding; change -0.01)
Holder of IRON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 653203 (value 48415408; 0.02% of shares outstanding; change 0.01)
Holder of IRON: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 955071 (value 70789865; 0.03% of shares outstanding; change -0.15)
Holder of IRS: Delaware VIP Trust-Nomura VIP Emerging Markets Series
Shares held as of 2025-12-31: 194351 (value 3000779; 0.00% of shares outstanding; change -0.15)
Holder of IRS: Eaton Vance Series TRT II-Parametric Tax-Mnged Emerging Markets Fd.
Shares held as of 2025-12-31: 16898 (value 255835; 0.00% of shares outstanding; change 0.01)
Holder of IRS: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-01-31: 38775 (value 632032; 0.00% of shares outstanding; change 1.00)
Holder of IRS: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-01-31: 24006 (value 391297; 0.00% of shares outstanding; change 0.03)
Holder of IRS: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-01-31: 60072 (value 979173; 0.00% of shares outstanding; change 0.03)
Holder of IRS: Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd.
Shares held as of 2026-02-28: 1751834 (value 26137363; 0.02% of shares outstanding; change 0.00)
Holder of IRS: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 28564 (value 426174; 0.00% of shares outstanding; change -0.11)
Holder of IRS: Delaware VIP Trust-Nomura VIP Emerging Markets Series
Shares held as of 2026-03-31: 194351 (value 2899716; 0.00% of shares outstanding; change 0.00)
Holder of IRS: Eaton Vance Series TRT II-Parametric Tax-Mnged Emerging Markets Fd.
Shares held as of 2026-03-31: 16898 (value 252118; 0.00% of shares outstanding; change 0.00)
Holder of IRS: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 41381 (value 617404; 0.00% of shares outstanding; change -0.73)
Holder of IRS: Voya Mutual Funds-Voya Multi-Manager Emerging Markets Equity Fund
Shares held as of 2026-03-31: 16490 (value 249658; 0.00% of shares outstanding; change 0.00)
Holder of IRS: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 38775 (value 578523; 0.00% of shares outstanding; change 0.00)
Holder of IRS: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-04-30: 835874 (value 12655132; 0.01% of shares outstanding; change 0.12)
Holder of IRS: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-04-30: 39106 (value 583461; 0.00% of shares outstanding; change 0.63)
Holder of IRS: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-04-30: 60072 (value 896274; 0.00% of shares outstanding; change 0.00)
Holder of IRS: Voya Mutual Funds-Voya Multi-Manager Emerging Markets Equity Fund
Shares held as of 2026-04-30: 13278 (value 198107; 0.00% of shares outstanding; change -0.19)
Holder of IRS: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-05-31: 880001 (value 13270415; 0.01% of shares outstanding; change 0.04)
Holder of IRS: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-06-30: 914713 (value 13647518; 0.01% of shares outstanding; change 0.04)
Holder of IRT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3457756 (value 57467907; 0.01% of shares outstanding; change -0.07)
Holder of IRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2566306 (value 41651145; 0.01% of shares outstanding; change 0.03)
Holder of IRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 3067851 (value 49791220; 0.01% of shares outstanding; change -0.01)
Holder of IRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5425303 (value 88052665; 0.02% of shares outstanding; change -0.02)
Holder of IRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7366267 (value 119554510; 0.03% of shares outstanding; change 0.01)
Holder of IRT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 8730090 (value 139768742; 0.04% of shares outstanding; change 0.01)
Holder of IRT: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 2758526 (value 45819118; 0.01% of shares outstanding; change -0.16)
Holder of IRT: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 2267681 (value 36305573; 0.01% of shares outstanding; change -0.09)
Holder of IRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2366950 (value 37894870; 0.01% of shares outstanding; change 0.01)
Holder of IRT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3453029 (value 57354813; 0.01% of shares outstanding; change 0.00)
Holder of IRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2643784 (value 43913253; 0.01% of shares outstanding; change 0.03)
Holder of IRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5470547 (value 90865789; 0.02% of shares outstanding; change 0.01)
Holder of IRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7564444 (value 125645419; 0.03% of shares outstanding; change 0.03)
Holder of IRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5940916 (value 96421063; 0.03% of shares outstanding; change 0.01)
Holder of IRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2395820 (value 39794571; 0.01% of shares outstanding; change 0.01)
Holder of IRT: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2316648 (value 38479524; 0.01% of shares outstanding; change 0.12)
Holder of IRT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 8877680 (value 147458270; 0.04% of shares outstanding; change 0.02)
Holder of IRT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 7987387 (value 127878067; 0.03% of shares outstanding; change 0.02)
Holder of IRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5708468 (value 91392573; 0.02% of shares outstanding; change -0.04)