speb/financial-data huggingface dataset:
Holder of PDD: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-05-31: 2837846 (value 238776360; 0.00% of shares outstanding; change 0.06)
Holder of PDD: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 14473551 (value 1217804572; 0.01% of shares outstanding; change 0.01)
Holder of PDD: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 6456361 (value 533682823; 0.00% of shares outstanding; change -0.18)
Holder of PDD: Invesco Exchange-Traded Fund Trust II-Invesco China Technology ETF
Shares held as of 2026-06-30: 3787335 (value 313061124; 0.00% of shares outstanding; change 0.48)
Holder of PDD: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-06-30: 2929476 (value 242150496; 0.00% of shares outstanding; change 0.03)
Holder of PDD: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 14178223 (value 1171971965; 0.01% of shares outstanding; change -0.02)
Holder of PDEX: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 7590 (value 491604; 0.00% of shares outstanding; change -0.07)
Holder of PDEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 19778 (value 1281020; 0.01% of shares outstanding; change -0.13)
Holder of PDEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 95907 (value 6211896; 0.03% of shares outstanding; change 0.00)
Holder of PDEX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 22198 (value 1428885; 0.01% of shares outstanding; change 0.00)
Holder of PDEX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 7615 (value 490177; 0.00% of shares outstanding; change 0.00)
Holder of PDEX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 20762 (value 1336449; 0.01% of shares outstanding; change 0.01)
Holder of PDEX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 10475 (value 575391; 0.00% of shares outstanding; change 0.01)
Holder of PDEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 10413 (value 679031; 0.00% of shares outstanding; change 0.05)
Holder of PDEX: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2026-03-31: 7488 (value 411315; 0.00% of shares outstanding; change -0.01)
Holder of PDEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 19778 (value 1086405; 0.01% of shares outstanding; change 0.00)
Holder of PDEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 89498 (value 4916125; 0.03% of shares outstanding; change -0.07)
Holder of PDEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 56320 (value 3647846; 0.02% of shares outstanding; change 0.02)
Holder of PDEX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 21926 (value 1204395; 0.01% of shares outstanding; change -0.01)
Holder of PDEX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 7615 (value 418291; 0.00% of shares outstanding; change 0.00)
Holder of PDEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 10375 (value 667838; 0.00% of shares outstanding; change 0.00)
Holder of PDEX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 20657 (value 1134689; 0.01% of shares outstanding; change -0.01)
Holder of PDEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 54050 (value 3479198; 0.02% of shares outstanding; change -0.04)
Holder of PDEX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 18061 (value 1162586; 0.01% of shares outstanding; change 0.00)
Holder of PDEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 9341 (value 513101; 0.00% of shares outstanding; change -0.10)
Holder of PDEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 54580 (value 2998079; 0.02% of shares outstanding; change 0.01)
Holder of PDEX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 17877 (value 981983; 0.01% of shares outstanding; change -0.01)
Holder of PDFS: Meridian Fund Inc-MERIDIAN CONTRARIAN FUND
Shares held as of 2025-12-31: 344000 (value 16797520; 0.01% of shares outstanding; change 0.15)
Holder of PDFS: Meridian Fund Inc-Meridian Contrarian Fund
Shares held as of 2025-12-31: 344000 (value 17698800; 0.01% of shares outstanding; change 0.15)
Holder of PDFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 342565 (value 16727449; 0.01% of shares outstanding; change -0.03)
Holder of PDFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 986092 (value 48150874; 0.02% of shares outstanding; change -0.06)
Holder of PDFS: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 350922 (value 22936262; 0.01% of shares outstanding; change 0.00)
Holder of PDFS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 311962 (value 20389836; 0.01% of shares outstanding; change 0.01)
Holder of PDFS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 784519 (value 39994778; 0.02% of shares outstanding; change 0.03)
Holder of PDFS: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 840214 (value 42834109; 0.02% of shares outstanding; change -0.01)
Holder of PDFS: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 1587500 (value 80930749; 0.04% of shares outstanding; change 0.08)
Holder of PDFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 356725 (value 18185840; 0.01% of shares outstanding; change 0.04)
Holder of PDFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 998562 (value 50906690; 0.03% of shares outstanding; change 0.01)
Holder of PDFS: WASATCH FUNDS TRUST-Wasatch Ultra Growth Fund
Shares held as of 2026-03-31: 480226 (value 24481921; 0.01% of shares outstanding; change -0.03)
Holder of PDFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 784339 (value 38299274; 0.02% of shares outstanding; change 0.02)
Holder of PDFS: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 411752 (value 20991116; 0.01% of shares outstanding; change 1.00)
Holder of PDFS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1952221 (value 127597165; 0.05% of shares outstanding; change 0.02)
Holder of PDFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 753694 (value 49261440; 0.02% of shares outstanding; change -0.04)
Holder of PDFS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 338046 (value 18768314; 0.01% of shares outstanding; change 0.15)
Holder of PDFS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2217292 (value 113037545; 0.06% of shares outstanding; change 0.14)
Holder of PDFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 760849 (value 38788081; 0.02% of shares outstanding; change 0.01)
Holder of PDFS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 344558 (value 17565566; 0.01% of shares outstanding; change 0.02)
Holder of PDI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 638782 (value 10712374; 0.00% of shares outstanding; change 0.14)
Holder of PDI: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2025-12-31: 152852 (value 2566385; 0.00% of shares outstanding; change 1.00)
Holder of PDI: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 909801 (value 15257363; 0.00% of shares outstanding; change 1.00)
Holder of PDI: RIVERNORTH FUNDS-RiverNorth/Oaktree High Income Fund
Shares held as of 2025-12-31: 10000 (value 167700; 0.00% of shares outstanding; change 1.00)
Holder of PDI: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 240292 (value 4034502; 0.00% of shares outstanding; change 1.00)
Holder of PDI: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 12370 (value 207444; 0.00% of shares outstanding; change 0.23)
Holder of PDI: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 26756 (value 437193; 0.00% of shares outstanding; change 0.12)
Holder of PDI: Northern Lights Fd. TRT IV-Anchor Risk Mnged Income Strategies Fd.
Shares held as of 2026-02-28: 124300 (value 2031062; 0.00% of shares outstanding; change 0.00)
Holder of PDI: -WisdomTree Private Credit and Alternative Income Digital Fund
Shares held as of 2026-03-31: 7163 (value 114894; 0.00% of shares outstanding; change 3.52)
Holder of PDI: ADVISORS' INNER CIRCLE III-First Foundation Fixed Income Fund
Shares held as of 2026-03-31: 10000 (value 160400; 0.00% of shares outstanding; change 0.00)
Holder of PDI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 887225 (value 14231089; 0.00% of shares outstanding; change 0.39)
Holder of PDI: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2026-03-31: 154860 (value 2483954; 0.00% of shares outstanding; change 0.01)
Holder of PDI: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 12370 (value 198414; 0.00% of shares outstanding; change 0.00)
Holder of PDI: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 7049 (value 113065; 0.00% of shares outstanding; change 0.00)
Holder of PDI: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 5770 (value 92550; 0.00% of shares outstanding; change 0.00)
Holder of PDI: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 26756 (value 429166; 0.00% of shares outstanding; change 0.00)
Holder of PDI: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-04-30: 97770 (value 1639602; 0.00% of shares outstanding; change -0.09)
Holder of PDI: Northern Lights Fd. TRT IV-Anchor Risk Mnged Income Strategies Fd.
Shares held as of 2026-05-31: 124300 (value 1993772; 0.00% of shares outstanding; change 0.00)
Holder of PDI: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-06-30: 96677 (value 1550699; 0.00% of shares outstanding; change -0.01)
Holder of PDLB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 720911 (value 13697309; 0.03% of shares outstanding; change 0.00)
Holder of PDLB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1127155 (value 21415945; 0.05% of shares outstanding; change -0.04)
Holder of PDLB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 224732 (value 4242939; 0.01% of shares outstanding; change -0.05)
Holder of PDLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 619586 (value 11697783; 0.03% of shares outstanding; change 0.02)
Holder of PDLB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 115639 (value 2234145; 0.00% of shares outstanding; change 0.00)
Holder of PDLB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 145118 (value 2803679; 0.01% of shares outstanding; change 0.00)
Holder of PDLB: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 122201 (value 2360923; 0.01% of shares outstanding; change 0.00)
Holder of PDLB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 184257 (value 3559845; 0.01% of shares outstanding; change 0.01)
Holder of PDLB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 722451 (value 14593510; 0.03% of shares outstanding; change 0.00)
Holder of PDLB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1125615 (value 22737423; 0.05% of shares outstanding; change 0.00)
Holder of PDLB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 229265 (value 4631153; 0.01% of shares outstanding; change 0.02)
Holder of PDLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 621846 (value 12561289; 0.03% of shares outstanding; change 0.00)
Holder of PDLB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 476483 (value 8995998; 0.02% of shares outstanding; change 0.02)
Holder of PDLB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 170267 (value 3214640; 0.01% of shares outstanding; change 0.00)
Holder of PDLB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 125222 (value 2529484; 0.01% of shares outstanding; change 0.08)
Holder of PDLB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 145118 (value 2931383; 0.01% of shares outstanding; change 0.00)
Holder of PDLB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 185517 (value 3747443; 0.01% of shares outstanding; change 0.01)
Holder of PDLB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 457869 (value 8846028; 0.02% of shares outstanding; change -0.04)
Holder of PDLB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 168317 (value 3251884; 0.01% of shares outstanding; change -0.01)
Holder of PDLB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 462215 (value 9336743; 0.02% of shares outstanding; change 0.01)
Holder of PDLB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 169747 (value 3428889; 0.01% of shares outstanding; change 0.01)
Holder of PDLB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 179032 (value 3616446; 0.01% of shares outstanding; change 0.56)
Holder of PDM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1339636 (value 11132375; 0.01% of shares outstanding; change 0.00)
Holder of PDM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2829783 (value 23515497; 0.02% of shares outstanding; change -0.04)
Holder of PDM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1821958 (value 15140471; 0.01% of shares outstanding; change -0.04)
Holder of PDM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4000007 (value 33240059; 0.03% of shares outstanding; change 0.01)
Holder of PDM: GLENMEDE FUND INC-Small Cap Equity Portfolio
Shares held as of 2026-01-31: 1193833 (value 9920752; 0.01% of shares outstanding; change -0.13)
Holder of PDM: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4648011 (value 41553216; 0.04% of shares outstanding; change 0.01)
Holder of PDM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1219773 (value 10904770; 0.01% of shares outstanding; change 0.02)
Holder of PDM: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1357121 (value 13286214; 0.01% of shares outstanding; change 0.32)
Holder of PDM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1391365 (value 13621463; 0.01% of shares outstanding; change 0.04)
Holder of PDM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2887900 (value 28272540; 0.02% of shares outstanding; change 0.02)
Holder of PDM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1833678 (value 17951707; 0.01% of shares outstanding; change 0.01)
Holder of PDM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4119226 (value 40327222; 0.03% of shares outstanding; change 0.03)
Holder of PDM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3097627 (value 25741281; 0.02% of shares outstanding; change 0.01)
Holder of PDM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1082847 (value 8998459; 0.01% of shares outstanding; change -0.01)
Holder of PDM: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 1116691 (value 10932404; 0.01% of shares outstanding; change 0.04)
Holder of PDM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1230631 (value 12047877; 0.01% of shares outstanding; change 0.01)
Holder of PDM: GLENMEDE FUND INC-Small Cap Equity Portfolio
Shares held as of 2026-04-30: 1169248 (value 11446937; 0.01% of shares outstanding; change -0.02)
Holder of PDM: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4623620 (value 45265239; 0.04% of shares outstanding; change -0.01)
Holder of PDM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2976409 (value 26609095; 0.02% of shares outstanding; change -0.04)
Holder of PDM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1086868 (value 9716599; 0.01% of shares outstanding; change 0.00)
Holder of PDM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3004711 (value 29416120; 0.02% of shares outstanding; change 0.01)
Holder of PDN.AX: Columbia Fds Var Ser Tr II-Columbia Var Port-Overseas Core Fd
Shares held as of 2023-12-31: 32883320 (value 318310547; 0.01% of shares outstanding; change -0.04)
Holder of PDN.AX: Sprott Junior Uranium Miners ETF
Shares held as of 2023-12-31: 36256357 (value 350961546; 0.01% of shares outstanding; change 0.34)
Holder of PDN.AX: Sprott Uranium Miners ETF
Shares held as of 2023-12-31: 112634610 (value 1090303059; 0.04% of shares outstanding; change 0.18)
Holder of PDN.AX: Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund
Shares held as of 2023-12-31: 23686893 (value 229289131; 0.01% of shares outstanding; change 0.01)
Holder of PDN.AX: DFA Asia Pacific Small Company Series
Shares held as of 2024-01-31: 16063974 (value 155499273; 0.01% of shares outstanding; change 0.00)
Holder of PDN.AX: Global X Fds-Global X Uranium ETF
Shares held as of 2024-01-31: 166130297 (value 1608141325; 0.06% of shares outstanding; change 0.09)
Holder of PDN.AX: Vanguard International Stock Index-Total Intl Stock Indx
Shares held as of 2024-01-31: 39981267 (value 387018676; 0.01% of shares outstanding; change 0.01)
Holder of PDN.AX: iShares Core MSCI EAFE ETF
Shares held as of 2024-01-31: 16563669 (value 160336320; 0.01% of shares outstanding; change 0.00)
Holder of PDN.AX: iShares MSCI EAFE Small Cap ETF
Shares held as of 2024-01-31: 10860717 (value 105131743; 0.00% of shares outstanding; change -0.01)
Holder of PDN.AX: Fidelity Strategic Advisers Fidelity International Fund
Shares held as of 2024-02-29: 19017060 (value 184085146; 0.01% of shares outstanding; change 0.48)
Holder of PDO: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 762188 (value 10022771; 0.01% of shares outstanding; change -0.02)
Holder of PDO: Northern Lights Fd. TRT IV-Anchor Risk Mnged Income Strategies Fd.
Shares held as of 2026-02-28: 134500 (value 1744465; 0.00% of shares outstanding; change 0.00)
Holder of PDO: ADVISORS' INNER CIRCLE III-First Foundation Fixed Income Fund
Shares held as of 2026-03-31: 20000 (value 258199; 0.00% of shares outstanding; change 0.00)
Holder of PDO: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 799442 (value 10320796; 0.01% of shares outstanding; change 0.05)
Holder of PDO: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2026-03-31: 66751 (value 861755; 0.00% of shares outstanding; change 1.00)
Holder of PDO: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 48855 (value 649771; 0.00% of shares outstanding; change 0.00)
Holder of PDO: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 39824 (value 520101; 0.00% of shares outstanding; change 0.00)
Holder of PDO: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1018319 (value 13299246; 0.01% of shares outstanding; change 0.13)
Holder of PDO: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 29658 (value 394451; 0.00% of shares outstanding; change -0.26)
Holder of PDO: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 991935 (value 13073703; 0.01% of shares outstanding; change -0.03)
Holder of PDO: Northern Lights Fd. TRT IV-Anchor Risk Mnged Income Strategies Fd.
Shares held as of 2026-05-31: 134500 (value 1736394; 0.00% of shares outstanding; change 0.00)
Holder of PDO: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 989748 (value 12777646; 0.01% of shares outstanding; change 0.00)
Holder of PDO: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 48855 (value 630718; 0.00% of shares outstanding; change 0.00)
Holder of PDPA: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 47293 (value 1182797; 0.00% of shares outstanding; change -0.01)
Holder of PDPA: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 39946 (value 1001845; 0.00% of shares outstanding; change -0.16)
Holder of PDS: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 404021 (value 37573953; 0.03% of shares outstanding; change 0.00)
Holder of PDS: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 97100 (value 8680740; 0.01% of shares outstanding; change 0.00)
Holder of PDS: T. ROWE PRICE NEW ERA FUND, INC.-T. Rowe Price New Era Fund
Shares held as of 2025-12-31: 180200 (value 16109880; 0.01% of shares outstanding; change 0.00)
Holder of PDS: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2025-12-31: 225807 (value 20187146; 0.02% of shares outstanding; change -0.09)
Holder of PDS: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 143862 (value 12045565; 0.01% of shares outstanding; change 0.10)
Holder of PDS: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 55410 (value 4639479; 0.00% of shares outstanding; change 0.03)
Holder of PDS: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 47007 (value 3935896; 0.00% of shares outstanding; change 0.08)
Holder of PDS: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 362235 (value 30648703; 0.03% of shares outstanding; change -0.10)
Holder of PDS: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 108100 (value 9146341; 0.01% of shares outstanding; change 0.11)
Holder of PDS: T. ROWE PRICE NEW ERA FUND, INC.-T. Rowe Price New Era Fund
Shares held as of 2026-03-31: 188226 (value 15925801; 0.01% of shares outstanding; change 0.04)
Holder of PDS: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 199866 (value 16910662; 0.02% of shares outstanding; change -0.11)
Holder of PDS: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 492753 (value 41691831; 0.04% of shares outstanding; change 0.00)
Holder of PDS: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 167082 (value 15538626; 0.01% of shares outstanding; change 0.41)
Holder of PDS: Cambria ETF Trust-Cambria Foreign Shareholder Yield ETF
Shares held as of 2026-04-30: 78514 (value 7019151; 0.01% of shares outstanding; change 0.01)
Holder of PDS: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 187956 (value 15902957; 0.01% of shares outstanding; change 0.31)
Holder of PDS: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 64324 (value 5442453; 0.01% of shares outstanding; change 0.16)
Holder of PDS: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 64434 (value 5451760; 0.01% of shares outstanding; change 0.37)
Holder of PDS: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 167082 (value 13989776; 0.01% of shares outstanding; change 0.00)
Holder of PDS: Cambria ETF Trust-Cambria Foreign Shareholder Yield ETF
Shares held as of 2026-05-31: 76980 (value 6445535; 0.01% of shares outstanding; change -0.02)
Holder of PDS: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 195427 (value 16535078; 0.02% of shares outstanding; change 0.17)
Holder of PDS: Cambria ETF Trust-Cambria Foreign Shareholder Yield ETF
Shares held as of 2026-06-30: 82235 (value 6957903; 0.01% of shares outstanding; change 0.07)
Holder of PDSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 586163 (value 633056; 0.01% of shares outstanding; change 0.00)
Holder of PDSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 995421 (value 1075054; 0.02% of shares outstanding; change 0.00)
Holder of PDSB: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 49505 (value 53465; 0.00% of shares outstanding; change 1.00)
Holder of PDSB: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 230 (value 219; 0.00% of shares outstanding; change 0.13)
Holder of PDSB: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 9304 (value 6339; 0.00% of shares outstanding; change 0.00)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 405382 (value 413489; 0.01% of shares outstanding; change 0.46)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 15312 (value 15618; 0.00% of shares outstanding; change 0.00)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 71134 (value 72556; 0.00% of shares outstanding; change 0.12)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 67824 (value 69180; 0.00% of shares outstanding; change 0.00)
Holder of PDSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 586163 (value 399411; 0.01% of shares outstanding; change 0.00)
Holder of PDSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 995421 (value 678279; 0.02% of shares outstanding; change 0.00)
Holder of PDSB: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 49505 (value 33732; 0.00% of shares outstanding; change 0.00)
Holder of PDSB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 118921 (value 121299; 0.00% of shares outstanding; change -0.01)
Holder of PDSB: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 278 (value 189; 0.00% of shares outstanding; change 0.21)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 403907 (value 385731; 0.01% of shares outstanding; change 0.00)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15312 (value 14622; 0.00% of shares outstanding; change 0.00)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 106565 (value 101769; 0.00% of shares outstanding; change 0.50)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 97931 (value 93524; 0.00% of shares outstanding; change 0.44)
Holder of PDSB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 141662 (value 135287; 0.00% of shares outstanding; change 0.19)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 291913 (value 198909; 0.01% of shares outstanding; change -0.28)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15312 (value 10433; 0.00% of shares outstanding; change 0.00)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 88419 (value 60248; 0.00% of shares outstanding; change -0.17)
Holder of PDSB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 97931 (value 66730; 0.00% of shares outstanding; change 0.00)
Holder of PDSB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 139810 (value 95266; 0.00% of shares outstanding; change -0.01)
Holder of PDT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 339697 (value 4375297; 0.01% of shares outstanding; change 0.00)
Holder of PDT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 99 (value 1270; 0.00% of shares outstanding; change 2.19)
Holder of PDT: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 99 (value 1275; 0.00% of shares outstanding; change 2.19)
Holder of PDT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 223 (value 2872; 0.00% of shares outstanding; change 2.84)
Holder of PDT: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 33444 (value 425407; 0.00% of shares outstanding; change 1.00)
Holder of PDT: -Prospera Income ETF
Shares held as of 2026-03-31: 6000 (value 77340; 0.00% of shares outstanding; change 1.00)
Holder of PDT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 489373 (value 6308018; 0.01% of shares outstanding; change 0.44)
Holder of PDT: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 122422 (value 1578019; 0.00% of shares outstanding; change -0.33)
Holder of PDT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 74 (value 953; 0.00% of shares outstanding; change -0.25)
Holder of PDT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 196 (value 2526; 0.00% of shares outstanding; change -0.12)
Holder of PDT: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 4454 (value 57144; 0.00% of shares outstanding; change 0.00)
Holder of PDT: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 60125 (value 775011; 0.00% of shares outstanding; change 0.80)
Holder of PDT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 97274 (value 1248025; 0.00% of shares outstanding; change 0.16)
Holder of PDT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 673812 (value 8645007; 0.01% of shares outstanding; change 0.16)
Holder of PDT: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 4454 (value 56654; 0.00% of shares outstanding; change 0.00)
Holder of PDT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 116635 (value 1512755; 0.00% of shares outstanding; change 0.20)
Holder of PDT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 654670 (value 8419055; 0.01% of shares outstanding; change -0.03)
Holder of PDT: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 4454 (value 57412; 0.00% of shares outstanding; change 0.00)
Holder of PDT: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-06-30: 11355 (value 146365; 0.00% of shares outstanding; change 1.00)
Holder of PDT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 121814 (value 1570182; 0.00% of shares outstanding; change 0.04)
Holder of PDT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 653230 (value 8420134; 0.01% of shares outstanding; change 0.00)
Holder of PDX: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 741186 (value 16054088; 0.02% of shares outstanding; change -0.11)
Holder of PDX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 285935 (value 6076118; 0.01% of shares outstanding; change 0.00)
Holder of PDX: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 230571 (value 4791265; 0.01% of shares outstanding; change 0.00)
Holder of PDX: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 577594 (value 12366287; 0.01% of shares outstanding; change 0.00)
Holder of PDX: -Prospera Income ETF
Shares held as of 2026-03-31: 2606 (value 55794; 0.00% of shares outstanding; change 1.00)
Holder of PDX: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 800186 (value 17131982; 0.02% of shares outstanding; change 0.08)
Holder of PDX: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 90004 (value 1926985; 0.00% of shares outstanding; change 0.21)
Holder of PDX: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2026-03-31: 61478 (value 1316243; 0.00% of shares outstanding; change 1.00)
Holder of PDX: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 106775 (value 2286052; 0.00% of shares outstanding; change 0.64)
Holder of PDX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 285935 (value 6121868; 0.01% of shares outstanding; change 0.00)
Holder of PDX: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 116 (value 2483; 0.00% of shares outstanding; change 1.00)
Holder of PDX: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 82883 (value 1761263; 0.00% of shares outstanding; change -0.01)
Holder of PDX: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 230571 (value 4936525; 0.01% of shares outstanding; change 0.00)
Holder of PDX: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 82883 (value 1782813; 0.00% of shares outstanding; change 0.00)
Holder of PDX: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 81629 (value 1747676; 0.00% of shares outstanding; change -0.02)
Holder of PDYN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 331326 (value 2793078; 0.01% of shares outstanding; change -0.04)
Holder of PDYN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 856599 (value 7221129; 0.02% of shares outstanding; change 0.31)
Holder of PDYN: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-01-31: 635291 (value 4447037; 0.01% of shares outstanding; change 14.18)
Holder of PDYN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 299125 (value 2093875; 0.01% of shares outstanding; change 0.01)
Holder of PDYN: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 149760 (value 739814; 0.00% of shares outstanding; change 0.28)
Holder of PDYN: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2026-03-31: 927706 (value 4582867; 0.02% of shares outstanding; change 11.55)
Holder of PDYN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 187461 (value 1287857; 0.00% of shares outstanding; change -0.16)
Holder of PDYN: Themes ETF Trust-Themes Generative Artificial Intelligence ETF
Shares held as of 2026-03-31: 119242 (value 1005210; 0.00% of shares outstanding; change 1.00)
Holder of PDYN: Themes ETF Trust-Themes Robotics & Automation ETF
Shares held as of 2026-03-31: 273017 (value 1348703; 0.01% of shares outstanding; change 3.61)
Holder of PDYN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 379533 (value 1874893; 0.01% of shares outstanding; change 0.15)
Holder of PDYN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 983699 (value 4859473; 0.02% of shares outstanding; change 0.15)
Holder of PDYN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 722763 (value 6092892; 0.02% of shares outstanding; change 0.02)
Holder of PDYN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 257874 (value 2173877; 0.01% of shares outstanding; change 0.00)
Holder of PDYN: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-04-30: 635291 (value 3138337; 0.01% of shares outstanding; change 0.00)
Holder of PDYN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 186779 (value 1307453; 0.00% of shares outstanding; change 0.00)
Holder of PDYN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 301445 (value 1489138; 0.01% of shares outstanding; change 0.01)
Holder of PDYN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 694388 (value 4860716; 0.01% of shares outstanding; change -0.04)
Holder of PDYN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 254934 (value 1784538; 0.01% of shares outstanding; change -0.01)
Holder of PDYN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 173545 (value 857312; 0.00% of shares outstanding; change -0.07)
Holder of PDYN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 741839 (value 3664684; 0.02% of shares outstanding; change 0.07)
Holder of PDYN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 257090 (value 1270024; 0.01% of shares outstanding; change 0.01)
Holder of PEA.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2270221 (value 52669128; 0.01% of shares outstanding; change 0.03)
Holder of PEA.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1017685 (value 29441627; 0.01% of shares outstanding; change 0.03)
Holder of PEA.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1198365 (value 27802068; 0.01% of shares outstanding; change 0.00)
Holder of PEA.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2143580 (value 49731057; 0.01% of shares outstanding; change 0.01)
Holder of PEA.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2969144 (value 68884143; 0.02% of shares outstanding; change 0.03)
Holder of PEA.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1024536 (value 23769235; 0.01% of shares outstanding; change 0.00)
Holder of PEA.DE: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 1045327 (value 24251587; 0.01% of shares outstanding; change 0.00)
Holder of PEA.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1192547 (value 27667091; 0.01% of shares outstanding; change -0.32)
Holder of PEA.DE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1362849 (value 39427221; 0.01% of shares outstanding; change 0.01)
Holder of PEA.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3097173 (value 71854415; 0.02% of shares outstanding; change 0.01)
Holder of PEA.DE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 2039090 (value 47306889; 0.01% of shares outstanding; change 0.50)
Holder of PEA.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 1135138 (value 26335202; 0.01% of shares outstanding; change 0.44)
Holder of PEB: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 3568363 (value 60269648; 0.03% of shares outstanding; change 0.17)
Holder of PEB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 2561898 (value 43270455; 0.02% of shares outstanding; change -0.28)
Holder of PEB: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2025-12-31: 2036131 (value 31050997; 0.02% of shares outstanding; change 0.13)
Holder of PEB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3974855 (value 67135298; 0.04% of shares outstanding; change -0.28)
Holder of PEB: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 4912159 (value 74910424; 0.04% of shares outstanding; change -0.10)
Holder of PEB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2581558 (value 39368759; 0.02% of shares outstanding; change -0.08)
Holder of PEB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3568809 (value 54424337; 0.03% of shares outstanding; change -0.05)
Holder of PEB: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4425625 (value 84352410; 0.04% of shares outstanding; change 0.00)
Holder of PEB: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 3357647 (value 64097481; 0.03% of shares outstanding; change -0.06)
Holder of PEB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 2162775 (value 41287375; 0.02% of shares outstanding; change -0.16)
Holder of PEB: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 1866036 (value 35622627; 0.02% of shares outstanding; change -0.08)
Holder of PEB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3266298 (value 62353629; 0.03% of shares outstanding; change -0.18)
Holder of PEB: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 3970159 (value 75790335; 0.04% of shares outstanding; change -0.19)
Holder of PEB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2623836 (value 50089029; 0.02% of shares outstanding; change 0.02)
Holder of PEB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3568809 (value 68128564; 0.03% of shares outstanding; change 0.00)
Holder of PEB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2823646 (value 43060601; 0.02% of shares outstanding; change -0.05)
Holder of PEB: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4217589 (value 80513774; 0.04% of shares outstanding; change -0.05)
Holder of PEB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6927468 (value 132037536; 0.06% of shares outstanding; change 0.02)
Holder of PEB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2713097 (value 51711627; 0.02% of shares outstanding; change -0.04)
Holder of PEB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6891184 (value 131552703; 0.06% of shares outstanding; change -0.01)
Holder of PEB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2738908 (value 52285754; 0.02% of shares outstanding; change 0.01)
Holder of PEBK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 34212 (value 1473853; 0.01% of shares outstanding; change 0.00)
Holder of PEBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 58524 (value 2463860; 0.01% of shares outstanding; change 0.21)
Holder of PEBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 168956 (value 7113047; 0.03% of shares outstanding; change 0.00)
Holder of PEBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 21943 (value 931370; 0.00% of shares outstanding; change 0.08)
Holder of PEBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 43076 (value 1828360; 0.01% of shares outstanding; change 0.00)
Holder of PEBK: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 25617 (value 1102043; 0.00% of shares outstanding; change 0.00)
Holder of PEBK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 35324 (value 1519638; 0.01% of shares outstanding; change 0.03)
Holder of PEBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 23247 (value 1001480; 0.00% of shares outstanding; change -0.10)
Holder of PEBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 56646 (value 2436910; 0.01% of shares outstanding; change -0.03)
Holder of PEBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 168956 (value 7268487; 0.03% of shares outstanding; change 0.00)
Holder of PEBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 117321 (value 4939213; 0.02% of shares outstanding; change -0.04)
Holder of PEBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 37466 (value 1577318; 0.01% of shares outstanding; change 0.00)
Holder of PEBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 37997 (value 1636910; 0.01% of shares outstanding; change 0.53)
Holder of PEBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 22788 (value 980339; 0.00% of shares outstanding; change 0.04)
Holder of PEBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 23162 (value 983111; 0.00% of shares outstanding; change 0.00)
Holder of PEBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 41018 (value 1764594; 0.01% of shares outstanding; change -0.05)
Holder of PEBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 112781 (value 4786989; 0.02% of shares outstanding; change -0.04)
Holder of PEBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 37031 (value 1571780; 0.01% of shares outstanding; change -0.01)
Holder of PEBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 51623 (value 2191138; 0.01% of shares outstanding; change 0.36)
Holder of PEBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 23162 (value 996429; 0.00% of shares outstanding; change 0.00)
Holder of PEBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 113841 (value 4897439; 0.02% of shares outstanding; change 0.01)
Holder of PEBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 37350 (value 1606797; 0.01% of shares outstanding; change 0.01)
Holder of PEBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 63836 (value 2746224; 0.01% of shares outstanding; change 0.24)
Holder of PEBO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 381198 (value 13258065; 0.01% of shares outstanding; change 0.05)
Holder of PEBO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1063966 (value 37004736; 0.03% of shares outstanding; change 0.01)
Holder of PEBO: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-01-31: 458300 (value 16104661; 0.01% of shares outstanding; change 1.00)
Holder of PEBO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 528465 (value 19146286; 0.01% of shares outstanding; change -0.07)