speb/financial-data huggingface dataset:
Holder of FLUX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 25171 (value 24415; 0.00% of shares outstanding; change 0.00)
Holder of FLUX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 20232 (value 16286; 0.00% of shares outstanding; change 0.00)
Holder of FLUX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 102803 (value 60715; 0.01% of shares outstanding; change -0.02)
Holder of FLUX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 13918 (value 8219; 0.00% of shares outstanding; change 0.00)
Holder of FLUX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 25171 (value 14865; 0.00% of shares outstanding; change 0.00)
Holder of FLUX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 20232 (value 11949; 0.00% of shares outstanding; change 0.00)
Holder of FLWS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 236074 (value 1024561; 0.01% of shares outstanding; change -0.32)
Holder of FLWS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 271862 (value 1242409; 0.01% of shares outstanding; change -0.06)
Holder of FLWS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 681334 (value 3113696; 0.02% of shares outstanding; change 0.55)
Holder of FLWS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 422416 (value 1643198; 0.01% of shares outstanding; change -0.03)
Holder of FLWS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 320930 (value 1248417; 0.01% of shares outstanding; change 0.00)
Holder of FLWS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 230605 (value 897053; 0.01% of shares outstanding; change 0.02)
Holder of FLWS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 676628 (value 2584718; 0.02% of shares outstanding; change 0.71)
Holder of FLWS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 191055 (value 729830; 0.01% of shares outstanding; change -0.19)
Holder of FLWS: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 1032000 (value 3942239; 0.03% of shares outstanding; change 0.05)
Holder of FLWS: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 235000 (value 871850; 0.01% of shares outstanding; change 0.24)
Holder of FLWS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 271862 (value 1038512; 0.01% of shares outstanding; change 0.00)
Holder of FLWS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 709419 (value 2709980; 0.02% of shares outstanding; change 0.04)
Holder of FLWS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 557343 (value 2547057; 0.02% of shares outstanding; change 0.02)
Holder of FLWS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 422416 (value 1613629; 0.01% of shares outstanding; change 0.00)
Holder of FLWS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 304592 (value 1163541; 0.01% of shares outstanding; change -0.05)
Holder of FLWS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 232764 (value 889158; 0.01% of shares outstanding; change 0.01)
Holder of FLWS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 535551 (value 1986894; 0.01% of shares outstanding; change -0.04)
Holder of FLWS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 540639 (value 2065240; 0.01% of shares outstanding; change 0.01)
Holder of FLWS: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 185000 (value 706699; 0.01% of shares outstanding; change -0.21)
Holder of FLX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 24028 (value 54783; 0.00% of shares outstanding; change 0.76)
Holder of FLX: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 4394 (value 9359; 0.00% of shares outstanding; change 1.00)
Holder of FLX: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 5958 (value 12690; 0.00% of shares outstanding; change 1.00)
Holder of FLX: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-04-30: 7329 (value 15610; 0.00% of shares outstanding; change 1.00)
Holder of FLX: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-04-30: 4787 (value 10196; 0.00% of shares outstanding; change 1.00)
Holder of FLX: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 12641 (value 26925; 0.00% of shares outstanding; change 1.00)
Holder of FLX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 24028 (value 52381; 0.00% of shares outstanding; change 0.00)
Holder of FLX: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 27765 (value 61360; 0.00% of shares outstanding; change 0.00)
Holder of FLX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 24028 (value 51179; 0.00% of shares outstanding; change 0.00)
Holder of FLX: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 26010 (value 55661; 0.00% of shares outstanding; change -0.06)
Holder of FLX: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 25540 (value 54400; 0.00% of shares outstanding; change -0.02)
Holder of FLXS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 38731 (value 2231680; 0.01% of shares outstanding; change 0.00)
Holder of FLXS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 138551 (value 7983308; 0.03% of shares outstanding; change 0.00)
Holder of FLXS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 102638 (value 6655047; 0.02% of shares outstanding; change -0.01)
Holder of FLXS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 40142 (value 2602807; 0.01% of shares outstanding; change 0.00)
Holder of FLXS: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 37095 (value 2405239; 0.01% of shares outstanding; change 0.01)
Holder of FLXS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 34827 (value 2258182; 0.01% of shares outstanding; change 0.01)
Holder of FLXS: NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund
Shares held as of 2026-02-28: 54000 (value 4060799; 0.01% of shares outstanding; change -0.16)
Holder of FLXS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 30758 (value 2313001; 0.01% of shares outstanding; change 0.09)
Holder of FLXS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 45697 (value 3436414; 0.01% of shares outstanding; change 0.18)
Holder of FLXS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 138551 (value 10419034; 0.03% of shares outstanding; change 0.00)
Holder of FLXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 86685 (value 4994789; 0.02% of shares outstanding; change 0.02)
Holder of FLXS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 30510 (value 1757986; 0.01% of shares outstanding; change 0.00)
Holder of FLXS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 128038 (value 7290483; 0.02% of shares outstanding; change 0.05)
Holder of FLXS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 102638 (value 7718377; 0.02% of shares outstanding; change 0.00)
Holder of FLXS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 40142 (value 3018678; 0.01% of shares outstanding; change 0.00)
Holder of FLXS: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 37177 (value 2795710; 0.01% of shares outstanding; change 0.00)
Holder of FLXS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 34967 (value 2629518; 0.01% of shares outstanding; change 0.00)
Holder of FLXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 83280 (value 6345935; 0.02% of shares outstanding; change -0.04)
Holder of FLXS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 30165 (value 1717595; 0.01% of shares outstanding; change -0.01)
Holder of FLXS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 136524 (value 10403128; 0.03% of shares outstanding; change 0.07)
Holder of FLXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 88561 (value 6659786; 0.02% of shares outstanding; change 0.06)
Holder of FLXS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 144745 (value 10884823; 0.03% of shares outstanding; change 0.06)
Holder of FLY: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 404176 (value 14590752; 0.00% of shares outstanding; change 0.52)
Holder of FLY: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 280583 (value 13044304; 0.00% of shares outstanding; change -0.07)
Holder of FLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 275429 (value 12804694; 0.00% of shares outstanding; change -0.04)
Holder of FLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 489659 (value 22764247; 0.00% of shares outstanding; change -0.04)
Holder of FLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 675527 (value 31405251; 0.00% of shares outstanding; change 0.00)
Holder of FLY: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-01-31: 499111 (value 14454254; 0.00% of shares outstanding; change 2.25)
Holder of FLY: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 404176 (value 7958225; 0.00% of shares outstanding; change 0.00)
Holder of FLY: ETF Series Solutions-Defiance Connective Technologies ETF
Shares held as of 2026-03-31: 280370 (value 6754113; 0.00% of shares outstanding; change 1.00)
Holder of FLY: ETF Series Solutions-Defiance Space and Connective Tech ETF
Shares held as of 2026-03-31: 280370 (value 5520485; 0.00% of shares outstanding; change 1.00)
Holder of FLY: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1205209 (value 23730565; 0.01% of shares outstanding; change 0.00)
Holder of FLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 236022 (value 5685770; 0.00% of shares outstanding; change 0.04)
Holder of FLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 821223 (value 16169881; 0.01% of shares outstanding; change 1.98)
Holder of FLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1468658 (value 28917876; 0.01% of shares outstanding; change 2.00)
Holder of FLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2030684 (value 39984169; 0.01% of shares outstanding; change 2.01)
Holder of FLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 569160 (value 26460249; 0.00% of shares outstanding; change 0.10)
Holder of FLY: First TRT Exch-Trd Fd.-First TRT Indxx Aerospace & Defense ETF
Shares held as of 2026-04-30: 278062 (value 8861836; 0.00% of shares outstanding; change 1.00)
Holder of FLY: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-04-30: 551061 (value 17562314; 0.00% of shares outstanding; change 0.01)
Holder of FLY: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 838376 (value 16507623; 0.01% of shares outstanding; change 0.68)
Holder of FLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 554283 (value 15725009; 0.00% of shares outstanding; change -0.03)
Holder of FLY: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-05-31: 541401 (value 10432797; 0.00% of shares outstanding; change -0.02)
Holder of FLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 559530 (value 11017145; 0.00% of shares outstanding; change 0.01)
Holder of FLY: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-06-30: 683968 (value 13467330; 0.00% of shares outstanding; change 0.26)
Holder of FLY: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 2100072 (value 41350418; 0.01% of shares outstanding; change 1.00)
Holder of FLYE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4480 (value 9004; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 20625 (value 34856; 0.01% of shares outstanding; change 1.39)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 180 (value 304; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1973 (value 3334; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2368 (value 4001; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7066 (value 13001; 0.00% of shares outstanding; change 0.58)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 20550 (value 46853; 0.01% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 180 (value 410; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1973 (value 4498; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2368 (value 5114; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 20550 (value 37812; 0.01% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 180 (value 331; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1973 (value 3630; 0.00% of shares outstanding; change 0.00)
Holder of FLYE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2368 (value 4357; 0.00% of shares outstanding; change 0.00)
Holder of FLYW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1183361 (value 18981111; 0.01% of shares outstanding; change -0.02)
Holder of FLYW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1460341 (value 23423870; 0.01% of shares outstanding; change -0.04)
Holder of FLYW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2596248 (value 41643820; 0.02% of shares outstanding; change -0.04)
Holder of FLYW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3609431 (value 57895276; 0.03% of shares outstanding; change -0.02)
Holder of FLYW: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 1024005 (value 15800397; 0.01% of shares outstanding; change -0.14)
Holder of FLYW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1146710 (value 17693735; 0.01% of shares outstanding; change 0.01)
Holder of FLYW: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 1339700 (value 20671571; 0.01% of shares outstanding; change -0.07)
Holder of FLYW: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 2091120 (value 33227897; 0.02% of shares outstanding; change 0.11)
Holder of FLYW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1224055 (value 19450234; 0.01% of shares outstanding; change 0.03)
Holder of FLYW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1460614 (value 23209156; 0.01% of shares outstanding; change 0.00)
Holder of FLYW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2614182 (value 41539352; 0.02% of shares outstanding; change 0.01)
Holder of FLYW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3609431 (value 57353859; 0.03% of shares outstanding; change 0.00)
Holder of FLYW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2897661 (value 46478485; 0.02% of shares outstanding; change 0.01)
Holder of FLYW: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 920490 (value 14626586; 0.01% of shares outstanding; change 0.19)
Holder of FLYW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1158341 (value 18406038; 0.01% of shares outstanding; change 0.01)
Holder of FLYW: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 1029716 (value 16362187; 0.01% of shares outstanding; change 0.01)
Holder of FLYW: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 1339700 (value 21287833; 0.01% of shares outstanding; change 0.00)
Holder of FLYW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2784388 (value 51678239; 0.02% of shares outstanding; change -0.04)
Holder of FLYW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 865855 (value 13360142; 0.01% of shares outstanding; change 0.00)
Holder of FLYW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2829201 (value 44956004; 0.02% of shares outstanding; change 0.02)
Holder of FLYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 62401 (value 157874; 0.00% of shares outstanding; change 0.01)
Holder of FLYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 25664 (value 64929; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 12799 (value 25470; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 52583 (value 104640; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 26028 (value 30192; 0.00% of shares outstanding; change 0.05)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 58103 (value 145257; 0.00% of shares outstanding; change 0.35)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 13068 (value 32670; 0.00% of shares outstanding; change 0.44)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 14941 (value 37352; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 104816 (value 121586; 0.00% of shares outstanding; change 0.68)
Holder of FLYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 492064 (value 570794; 0.01% of shares outstanding; change 18.17)
Holder of FLYX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 20879 (value 52197; 0.00% of shares outstanding; change 0.35)
Holder of FLYX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 34458 (value 87178; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 57892 (value 115784; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 13068 (value 26136; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 14941 (value 29732; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 85785 (value 99510; 0.00% of shares outstanding; change 0.63)
Holder of FLYX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 12799 (value 14846; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 21016 (value 42032; 0.00% of shares outstanding; change 0.01)
Holder of FLYX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 34068 (value 68136; 0.00% of shares outstanding; change -0.01)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 46316 (value 53726; 0.00% of shares outstanding; change -0.20)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 13068 (value 15158; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 14941 (value 17331; 0.00% of shares outstanding; change 0.00)
Holder of FLYX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 20742 (value 24060; 0.00% of shares outstanding; change -0.01)
Holder of FLYX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 34354 (value 39850; 0.00% of shares outstanding; change 0.01)
Holder of FM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6435000 (value 276511957; 0.01% of shares outstanding; change 0.02)
Holder of FM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9971463 (value 418203144; 0.01% of shares outstanding; change 0.01)
Holder of FM.TO: Capital Group International Focus Equity ETF
Shares held as of 2026-02-28: 6678778 (value 245712248; 0.01% of shares outstanding; change 0.00)
Holder of FM.TO: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 11000000 (value 423720005; 0.01% of shares outstanding; change 0.00)
Holder of FM.TO: AMERICAN FUNDS INSURANCE SERIES-International Fund
Shares held as of 2026-03-31: 14456903 (value 556879910; 0.02% of shares outstanding; change 0.00)
Holder of FM.TO: Baillie Gifford Funds-Baillie Gifford Emerging Markets Equities Fund
Shares held as of 2026-03-31: 5239303 (value 201817953; 0.01% of shares outstanding; change -0.02)
Holder of FM.TO: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 24725850 (value 909664044; 0.03% of shares outstanding; change 0.00)
Holder of FM.TO: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 50114067 (value 1843696570; 0.06% of shares outstanding; change 0.00)
Holder of FM.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 18202330 (value 714623445; 0.02% of shares outstanding; change 0.00)
Holder of FM.TO: New World Fund Inc
Shares held as of 2026-03-31: 32136918 (value 1347822296; 0.04% of shares outstanding; change 0.00)
Holder of FM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6577606 (value 253369386; 0.01% of shares outstanding; change 0.02)
Holder of FM.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 12604042 (value 546889374; 0.02% of shares outstanding; change 0.10)
Holder of FM.TO: New World Fund Inc
Shares held as of 2026-04-30: 32136918 (value 1182317242; 0.04% of shares outstanding; change 0.00)
Holder of FM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9950868 (value 383307439; 0.01% of shares outstanding; change 0.00)
Holder of FM.TO: Capital Group International Focus Equity ETF
Shares held as of 2026-05-31: 10342842 (value 398406278; 0.01% of shares outstanding; change 0.55)
Holder of FM.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 13120284 (value 482695260; 0.02% of shares outstanding; change 0.09)
Holder of FM.TO: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 24725850 (value 952439753; 0.03% of shares outstanding; change 0.00)
Holder of FM.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 13339237 (value 513827415; 0.02% of shares outstanding; change 0.02)
Holder of FM.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 17546610 (value 675895425; 0.02% of shares outstanding; change -0.04)
Holder of FM.TO: New World Fund Inc
Shares held as of 2026-06-30: 32136918 (value 1237914096; 0.04% of shares outstanding; change 0.00)
Holder of FMAO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 133000 (value 3714690; 0.01% of shares outstanding; change -0.10)
Holder of FMAO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 372905 (value 10415236; 0.04% of shares outstanding; change 0.01)
Holder of FMAO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 126971 (value 3638988; 0.01% of shares outstanding; change 0.00)
Holder of FMAO: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 62748 (value 1942050; 0.01% of shares outstanding; change 0.01)
Holder of FMAO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 68572 (value 1926187; 0.01% of shares outstanding; change 0.01)
Holder of FMAO: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 114822 (value 3306873; 0.01% of shares outstanding; change 0.00)
Holder of FMAO: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 152078 (value 4379846; 0.02% of shares outstanding; change 0.00)
Holder of FMAO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 142339 (value 4405392; 0.02% of shares outstanding; change 0.07)
Holder of FMAO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 379109 (value 11733423; 0.04% of shares outstanding; change 0.02)
Holder of FMAO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 343081 (value 9582252; 0.04% of shares outstanding; change 0.02)
Holder of FMAO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 108312 (value 3025154; 0.01% of shares outstanding; change 0.00)
Holder of FMAO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 80206 (value 2252986; 0.01% of shares outstanding; change 0.77)
Holder of FMAO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 68322 (value 2148726; 0.01% of shares outstanding; change 0.00)
Holder of FMAO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 127870 (value 3957576; 0.01% of shares outstanding; change 0.01)
Holder of FMAO: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 114822 (value 3611151; 0.01% of shares outstanding; change 0.00)
Holder of FMAO: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 152078 (value 4782853; 0.02% of shares outstanding; change 0.00)
Holder of FMAO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 329688 (value 10368687; 0.04% of shares outstanding; change -0.04)
Holder of FMAO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 107082 (value 3367728; 0.01% of shares outstanding; change -0.01)
Holder of FMAO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 115828 (value 3642790; 0.01% of shares outstanding; change 0.44)
Holder of FMAO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 68322 (value 2114565; 0.01% of shares outstanding; change 0.00)
Holder of FMAO: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 114822 (value 3553740; 0.01% of shares outstanding; change 0.00)
Holder of FMAO: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 152078 (value 4706814; 0.02% of shares outstanding; change 0.00)
Holder of FMAO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 332815 (value 10300624; 0.04% of shares outstanding; change 0.01)
Holder of FMAO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 107984 (value 3342104; 0.01% of shares outstanding; change 0.01)
Holder of FMAO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 155553 (value 4814365; 0.02% of shares outstanding; change 0.34)
Holder of FMBH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 237004 (value 10440026; 0.01% of shares outstanding; change 0.04)
Holder of FMBH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 609992 (value 26870147; 0.02% of shares outstanding; change -0.11)
Holder of FMBH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 159861 (value 7366395; 0.01% of shares outstanding; change 0.00)
Holder of FMBH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 145693 (value 6713533; 0.01% of shares outstanding; change -0.03)
Holder of FMBH: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 120143 (value 5536189; 0.00% of shares outstanding; change 0.02)
Holder of FMBH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 213021 (value 9816008; 0.01% of shares outstanding; change 0.02)
Holder of FMBH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 118384 (value 5330831; 0.00% of shares outstanding; change 0.03)
Holder of FMBH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 245595 (value 12525345; 0.01% of shares outstanding; change 0.04)
Holder of FMBH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 663102 (value 33818202; 0.02% of shares outstanding; change 0.09)
Holder of FMBH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 542759 (value 23908533; 0.02% of shares outstanding; change 0.00)
Holder of FMBH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 185846 (value 8186516; 0.01% of shares outstanding; change -0.01)
Holder of FMBH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 557722 (value 25114220; 0.02% of shares outstanding; change 0.02)
Holder of FMBH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 175433 (value 8947083; 0.01% of shares outstanding; change 0.10)
Holder of FMBH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 148088 (value 7552488; 0.01% of shares outstanding; change 0.02)
Holder of FMBH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 118173 (value 6026823; 0.00% of shares outstanding; change 0.02)
Holder of FMBH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 117953 (value 5435274; 0.00% of shares outstanding; change 0.00)
Holder of FMBH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 214905 (value 10960155; 0.01% of shares outstanding; change 0.01)
Holder of FMBH: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 122446 (value 6244746; 0.00% of shares outstanding; change 0.02)
Holder of FMBH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 521421 (value 25732125; 0.02% of shares outstanding; change -0.04)
Holder of FMBH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 183731 (value 9067124; 0.01% of shares outstanding; change -0.01)
Holder of FMBH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 590764 (value 29154202; 0.02% of shares outstanding; change 0.06)
Holder of FMBH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 526403 (value 26846553; 0.02% of shares outstanding; change 0.01)
Holder of FMBH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 188472 (value 9612072; 0.01% of shares outstanding; change 0.03)
Holder of FMBH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 623910 (value 31819410; 0.02% of shares outstanding; change 0.06)
Holder of FMC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1341847 (value 18329629; 0.01% of shares outstanding; change 0.00)
Holder of FMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2827521 (value 38623936; 0.02% of shares outstanding; change -0.05)
Holder of FMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1827777 (value 24967433; 0.01% of shares outstanding; change -0.04)
Holder of FMC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3961833 (value 54118638; 0.03% of shares outstanding; change 0.00)
Holder of FMC: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 3850940 (value 43515622; 0.03% of shares outstanding; change 0.08)
Holder of FMC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1390550 (value 15713215; 0.01% of shares outstanding; change 0.04)
Holder of FMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2879090 (value 32533717; 0.02% of shares outstanding; change 0.02)
Holder of FMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1834033 (value 20724573; 0.01% of shares outstanding; change 0.00)
Holder of FMC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4019428 (value 45419537; 0.03% of shares outstanding; change 0.01)
Holder of FMC: VANGUARD TAX-Mnged Fd.S-Vanguard Tax-Mnged Capital Appreciation Fd.
Shares held as of 2026-03-31: 798069 (value 9018179; 0.01% of shares outstanding; change 1.00)
Holder of FMC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1865657 (value 21716248; 0.01% of shares outstanding; change 0.05)
Holder of FMC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1136267 (value 12533024; 0.01% of shares outstanding; change 0.00)
Holder of FMC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7616330 (value 84008117; 0.06% of shares outstanding; change 0.02)
Holder of FMC: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1163437 (value 12832709; 0.01% of shares outstanding; change -0.05)
Holder of FMC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2858725 (value 31303038; 0.02% of shares outstanding; change 0.53)
Holder of FMC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1146566 (value 12509034; 0.01% of shares outstanding; change 0.01)
Holder of FMC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7604911 (value 85935495; 0.06% of shares outstanding; change 0.00)
Holder of FMC: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1196326 (value 13518484; 0.01% of shares outstanding; change 0.03)
Holder of FMC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4117010 (value 46522213; 0.03% of shares outstanding; change 0.44)
Holder of FMC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1148985 (value 12983530; 0.01% of shares outstanding; change 0.00)
Holder of FMC1.DE: Pacer Funds Trust-Pacer US Cash Cows 100 ETF
Shares held as of 2026-01-31: 27068774 (value 393444625; 0.01% of shares outstanding; change -0.11)
Holder of FMC1.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 120828535 (value 1538751351; 0.03% of shares outstanding; change 0.08)
Holder of FMC1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 50043797 (value 727386581; 0.01% of shares outstanding; change 0.00)
Holder of FMC1.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 99581726 (value 1268173246; 0.03% of shares outstanding; change 0.01)
Holder of FMC1.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 84627219 (value 1077727604; 0.02% of shares outstanding; change -0.01)
Holder of FMC1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 124533670 (value 1585936244; 0.03% of shares outstanding; change 0.01)
Holder of FMC1.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 36251095 (value 461657682; 0.01% of shares outstanding; change 0.01)
Holder of FMC1.DE: Pacer Funds Trust-Pacer US Cash Cows 100 ETF
Shares held as of 2026-04-30: 30181408 (value 384360220; 0.01% of shares outstanding; change 0.12)
Holder of FMC1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 46848319 (value 680940309; 0.01% of shares outstanding; change 0.03)
Holder of FMC1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 50685744 (value 736717281; 0.01% of shares outstanding; change 0.01)
Holder of FMC1.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 26196340 (value 380763797; 0.01% of shares outstanding; change 0.00)
Holder of FMC1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 50146674 (value 638617876; 0.01% of shares outstanding; change 0.00)
Holder of FMC1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 51627988 (value 657482409; 0.01% of shares outstanding; change 0.02)
Holder of FMC1.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 26042153 (value 331646809; 0.01% of shares outstanding; change -0.01)
Holder of FMC1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 47303567 (value 602410909; 0.01% of shares outstanding; change 0.00)
Holder of FME.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 6234145 (value 226922887; 0.02% of shares outstanding; change -0.04)
Holder of FME.DE: Dodge & Cox Funds-Dodge & Cox Global Stock Fund
Shares held as of 2025-12-31: 2609200 (value 94974883; 0.01% of shares outstanding; change -0.07)
Holder of FME.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 14034734 (value 510864339; 0.05% of shares outstanding; change 0.00)
Holder of FME.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1982675 (value 72169373; 0.01% of shares outstanding; change 0.02)
Holder of FME.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3076354 (value 111979290; 0.01% of shares outstanding; change 0.01)
Holder of FME.DE: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 1342831 (value 58104297; 0.01% of shares outstanding; change 0.21)
Holder of FME.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 6234145 (value 269751457; 0.03% of shares outstanding; change 0.00)
Holder of FME.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 1558712 (value 67445468; 0.01% of shares outstanding; change 0.00)
Holder of FME.DE: Dodge & Cox Funds-Dodge & Cox Global Stock Fund
Shares held as of 2026-03-31: 2609200 (value 112900085; 0.01% of shares outstanding; change 0.00)
Holder of FME.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 14034734 (value 607282946; 0.06% of shares outstanding; change 0.00)
Holder of FME.DE: FMI Funds Inc-International Fund
Shares held as of 2026-03-31: 1095000 (value 47380650; 0.00% of shares outstanding; change -0.07)
Holder of FME.DE: VANGUARD HORIZON FUNDS-Vanguard Global Equity Fund
Shares held as of 2026-03-31: 1072503 (value 46407205; 0.00% of shares outstanding; change 0.21)
Holder of FME.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2032716 (value 87955622; 0.01% of shares outstanding; change 0.03)
Holder of FME.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3065521 (value 132645095; 0.01% of shares outstanding; change 0.00)
Holder of FME.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1568776 (value 57103448; 0.01% of shares outstanding; change 0.01)
Holder of FME.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1434014 (value 62049786; 0.01% of shares outstanding; change -0.09)
Holder of FMF.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1931121 (value 181795729; 0.02% of shares outstanding; change 0.03)
Holder of FMF.DE: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 1097941 (value 103360165; 0.01% of shares outstanding; change -0.08)
Holder of FMF.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 865096 (value 81440136; 0.01% of shares outstanding; change 0.04)
Holder of FMF.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1004349 (value 94549414; 0.01% of shares outstanding; change 0.01)
Holder of FMF.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1796571 (value 169129192; 0.02% of shares outstanding; change 0.02)
Holder of FMF.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2464426 (value 232001062; 0.03% of shares outstanding; change 0.01)
Holder of FMF.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 770604 (value 72544660; 0.01% of shares outstanding; change 0.01)
Holder of FMF.DE: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 802503 (value 75547631; 0.01% of shares outstanding; change -0.15)
Holder of FMF.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4703010 (value 442741358; 0.06% of shares outstanding; change 0.00)
Holder of FMF.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1864680 (value 175540974; 0.02% of shares outstanding; change 0.02)
Holder of FMFC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5510 (value 2093; 0.00% of shares outstanding; change 0.00)
Holder of FMFC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5510 (value 1542; 0.00% of shares outstanding; change 0.00)
Holder of FMFC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5510 (value 1389; 0.00% of shares outstanding; change 0.00)
Holder of FMG.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 14945595 (value 336425346; 0.00% of shares outstanding; change 0.02)
Holder of FMG.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 4515357 (value 87327005; 0.00% of shares outstanding; change 0.04)
Holder of FMG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 3512697 (value 67935560; 0.00% of shares outstanding; change 0.02)
Holder of FMG.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 23181486 (value 448329942; 0.01% of shares outstanding; change 0.01)
Holder of FMG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 6228984 (value 140214431; 0.00% of shares outstanding; change 0.01)
Holder of FMG.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 4486494 (value 100990980; 0.00% of shares outstanding; change 0.00)
Holder of FMG.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 15315341 (value 284405877; 0.01% of shares outstanding; change 0.02)
Holder of FMG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 6303567 (value 121910986; 0.00% of shares outstanding; change 0.01)
Holder of FMG.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 4605238 (value 89065303; 0.00% of shares outstanding; change 0.03)
Holder of FMG.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 4588456 (value 85207626; 0.00% of shares outstanding; change 0.02)
Holder of FMG.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 3652056 (value 67818678; 0.00% of shares outstanding; change 0.04)
Holder of FMG.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 23163239 (value 430141341; 0.01% of shares outstanding; change 0.00)
Holder of FMG.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 12049287 (value 229900395; 0.00% of shares outstanding; change 0.01)
Holder of FMG.AX: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 10552268 (value 201337272; 0.00% of shares outstanding; change 0.03)
Holder of FMG.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 5904005 (value 114183457; 0.00% of shares outstanding; change 0.01)
Holder of FMG.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 4434956 (value 85772049; 0.00% of shares outstanding; change 0.00)
Holder of FMG.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 6369727 (value 118285828; 0.00% of shares outstanding; change 0.01)
Holder of FMG.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 4624662 (value 85879971; 0.00% of shares outstanding; change 0.00)
Holder of FMG.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 12064988 (value 224046823; 0.00% of shares outstanding; change 0.00)
Holder of FMG.AX: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 10773710 (value 200067791; 0.00% of shares outstanding; change 0.02)