speb/financial-data huggingface dataset:
Holder of FTCI: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 39034 (value 115540; 0.00% of shares outstanding; change 1.00)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 61270 (value 291032; 0.00% of shares outstanding; change 0.17)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5983 (value 28419; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 15275 (value 72556; 0.00% of shares outstanding; change 0.07)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 17567 (value 83443; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 108192 (value 320248; 0.01% of shares outstanding; change 0.00)
Holder of FTCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 325415 (value 963228; 0.02% of shares outstanding; change 0.49)
Holder of FTCI: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 5330 (value 15776; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 6142 (value 18180; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 25626 (value 121723; 0.00% of shares outstanding; change -0.01)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 61047 (value 304014; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 8636 (value 43007; 0.00% of shares outstanding; change 0.44)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 15275 (value 76069; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 17567 (value 92051; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: ProShares Trust-ProShares S&P Kensho Cleantech ETF
Shares held as of 2026-04-30: 7495 (value 35601; 0.00% of shares outstanding; change -0.14)
Holder of FTCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 25795 (value 128459; 0.00% of shares outstanding; change 0.01)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 55175 (value 163318; 0.00% of shares outstanding; change -0.10)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 8636 (value 25562; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 15275 (value 45214; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 17567 (value 51998; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 25457 (value 75352; 0.00% of shares outstanding; change -0.01)
Holder of FTDR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 776637 (value 48205858; 0.01% of shares outstanding; change 0.00)
Holder of FTDR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 925296 (value 57433122; 0.01% of shares outstanding; change -0.04)
Holder of FTDR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1636191 (value 101558374; 0.02% of shares outstanding; change -0.05)
Holder of FTDR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2293122 (value 142334081; 0.03% of shares outstanding; change 0.00)
Holder of FTDR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 717466 (value 51564283; 0.01% of shares outstanding; change 0.01)
Holder of FTDR: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 697380 (value 50120702; 0.01% of shares outstanding; change 0.00)
Holder of FTDR: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1592853 (value 109636074; 0.02% of shares outstanding; change -0.31)
Holder of FTDR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 2907728 (value 200138923; 0.04% of shares outstanding; change -0.07)
Holder of FTDR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 803605 (value 57449719; 0.01% of shares outstanding; change 0.03)
Holder of FTDR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 909992 (value 65055326; 0.01% of shares outstanding; change -0.02)
Holder of FTDR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1628276 (value 116405447; 0.02% of shares outstanding; change 0.00)
Holder of FTDR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2245849 (value 160555740; 0.03% of shares outstanding; change -0.02)
Holder of FTDR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1776590 (value 110272940; 0.03% of shares outstanding; change 0.00)
Holder of FTDR: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1592853 (value 113873057; 0.02% of shares outstanding; change 0.00)
Holder of FTDR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 717921 (value 51324170; 0.01% of shares outstanding; change 0.00)
Holder of FTDR: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 691230 (value 49416031; 0.01% of shares outstanding; change -0.01)
Holder of FTDR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 2907728 (value 228082191; 0.04% of shares outstanding; change 0.00)
Holder of FTDR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4394651 (value 315843579; 0.06% of shares outstanding; change 0.01)
Holder of FTDR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1707128 (value 133907124; 0.02% of shares outstanding; change -0.04)
Holder of FTDR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2907728 (value 207873468; 0.04% of shares outstanding; change 0.00)
Holder of FTDR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4374627 (value 312742074; 0.06% of shares outstanding; change 0.00)
Holder of FTDR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1735184 (value 124048300; 0.02% of shares outstanding; change 0.02)
Holder of FTE.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 19691973 (value 351501725; 0.01% of shares outstanding; change 0.02)
Holder of FTE.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 8332434 (value 148733950; 0.00% of shares outstanding; change 0.05)
Holder of FTE.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 30524698 (value 544865870; 0.01% of shares outstanding; change 0.01)
Holder of FTE.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 21885559 (value 361002314; 0.01% of shares outstanding; change 0.19)
Holder of FTE.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 16808503 (value 277256271; 0.01% of shares outstanding; change 0.16)
Holder of FTE.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 9594200 (value 171256473; 0.00% of shares outstanding; change 0.02)
Holder of FTE.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 8422620 (value 150343770; 0.00% of shares outstanding; change 0.08)
Holder of FTE.DE: SIX CIRCLES TRUST-Six Circles International Unconstrained Equity Fund
Shares held as of 2026-03-31: 8472613 (value 136705612; 0.00% of shares outstanding; change -0.04)
Holder of FTE.DE: THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund
Shares held as of 2026-03-31: 72111380 (value 1163517132; 0.03% of shares outstanding; change 0.00)
Holder of FTE.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 20147292 (value 325076561; 0.01% of shares outstanding; change 0.02)
Holder of FTE.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 8261955 (value 133306645; 0.00% of shares outstanding; change 0.12)
Holder of FTE.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 9219282 (value 148753117; 0.00% of shares outstanding; change 0.11)
Holder of FTE.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 30461654 (value 491498794; 0.01% of shares outstanding; change 0.00)
Holder of FTE.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 13032618 (value 232632236; 0.00% of shares outstanding; change 0.01)
Holder of FTE.DE: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 10021100 (value 161690450; 0.00% of shares outstanding; change 0.00)
Holder of FTE.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 10845060 (value 174985045; 0.00% of shares outstanding; change 0.00)
Holder of FTE.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 13209898 (value 213141707; 0.01% of shares outstanding; change 0.01)
Holder of FTE.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 21885559 (value 353123499; 0.01% of shares outstanding; change 0.00)
Holder of FTEK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 256268 (value 379276; 0.01% of shares outstanding; change 0.00)
Holder of FTEK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 731730 (value 1082960; 0.02% of shares outstanding; change 0.20)
Holder of FTEK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 5918 (value 11776; 0.00% of shares outstanding; change -0.56)
Holder of FTEK: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 6000 (value 12479; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1000 (value 1544; 0.00% of shares outstanding; change 0.43)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 138109 (value 187828; 0.00% of shares outstanding; change 0.13)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9474 (value 12884; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 33207 (value 45161; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 68515 (value 93180; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 256268 (value 395934; 0.01% of shares outstanding; change 0.00)
Holder of FTEK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 731730 (value 1130522; 0.02% of shares outstanding; change 0.00)
Holder of FTEK: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 6000 (value 9269; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 234870 (value 319423; 0.01% of shares outstanding; change 0.01)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 137606 (value 286220; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9474 (value 19705; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 33207 (value 69070; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 68515 (value 136344; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 236480 (value 491878; 0.01% of shares outstanding; change 0.01)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 137606 (value 212601; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9474 (value 14637; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 33207 (value 51304; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 68515 (value 105855; 0.00% of shares outstanding; change 0.00)
Holder of FTEK: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 238080 (value 367833; 0.01% of shares outstanding; change 0.01)
Holder of FTF: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 215 (value 1242; 0.00% of shares outstanding; change -0.30)
Holder of FTF: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 215 (value 1264; 0.00% of shares outstanding; change -0.30)
Holder of FTF: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 484 (value 2845; 0.00% of shares outstanding; change -0.15)
Holder of FTF: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 1097838 (value 6334525; 0.03% of shares outstanding; change 0.51)
Holder of FTF: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 393087 (value 2268111; 0.01% of shares outstanding; change -0.10)
Holder of FTF: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 145 (value 836; 0.00% of shares outstanding; change -0.33)
Holder of FTF: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 391 (value 2256; 0.00% of shares outstanding; change -0.19)
Holder of FTF: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 17325 (value 100138; 0.00% of shares outstanding; change 0.00)
Holder of FTF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 498719 (value 2887582; 0.01% of shares outstanding; change -0.04)
Holder of FTF: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 16629 (value 97113; 0.00% of shares outstanding; change -0.04)
Holder of FTF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 484578 (value 2825089; 0.01% of shares outstanding; change -0.03)
Holder of FTF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 483507 (value 2789835; 0.01% of shares outstanding; change 0.00)
Holder of FTFT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-05-31: 1 (value 1; 0.00% of shares outstanding; change 1.00)
Holder of FTHM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 148800 (value 84830; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 541054 (value 308454; 0.02% of shares outstanding; change 0.00)
Holder of FTHM: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 36 (value 31; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 144836 (value 71751; 0.00% of shares outstanding; change 0.31)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4444 (value 2201; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 27091 (value 13420; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 34805 (value 17242; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 181532 (value 154120; 0.01% of shares outstanding; change 0.22)
Holder of FTHM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 541054 (value 459354; 0.02% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 144309 (value 148638; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4444 (value 4577; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 27091 (value 27903; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 34805 (value 35849; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 139542 (value 118471; 0.00% of shares outstanding; change -0.03)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4444 (value 3772; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 27091 (value 23000; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 34805 (value 29549; 0.00% of shares outstanding; change 0.00)
Holder of FTHM: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 36 (value 30; 0.00% of shares outstanding; change 0.00)
Holder of FTHY: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 32206 (value 436713; 0.00% of shares outstanding; change 1.00)
Holder of FTHY: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 881099 (value 12185599; 0.02% of shares outstanding; change 0.03)
Holder of FTHY: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 104600 (value 1385950; 0.00% of shares outstanding; change -0.45)
Holder of FTHY: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 33934 (value 460145; 0.00% of shares outstanding; change 0.05)
Holder of FTHY: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 573585 (value 7777812; 0.02% of shares outstanding; change 0.18)
Holder of FTHY: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 65000 (value 881400; 0.00% of shares outstanding; change 1.00)
Holder of FTHY: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 5715 (value 77495; 0.00% of shares outstanding; change -0.96)
Holder of FTHY: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 881099 (value 11947702; 0.02% of shares outstanding; change 0.00)
Holder of FTHY: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 104600 (value 1418376; 0.00% of shares outstanding; change 0.00)
Holder of FTI: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 6674833 (value 456692061; 0.02% of shares outstanding; change -0.05)
Holder of FTI: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 7981800 (value 546114741; 0.02% of shares outstanding; change -0.20)
Holder of FTI: T. Rowe Price Value Fund, Inc.
Shares held as of 2025-12-31: 5116337 (value 350059768; 0.01% of shares outstanding; change -0.12)
Holder of FTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4357273 (value 298124610; 0.01% of shares outstanding; change -0.01)
Holder of FTI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 5179579 (value 354386785; 0.01% of shares outstanding; change -0.05)
Holder of FTI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 9180300 (value 628116109; 0.02% of shares outstanding; change -0.06)
Holder of FTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12680901 (value 867627223; 0.03% of shares outstanding; change -0.02)
Holder of FTI: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 6774980 (value 519979715; 0.02% of shares outstanding; change 0.02)
Holder of FTI: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 12000000 (value 921000000; 0.03% of shares outstanding; change 0.00)
Holder of FTI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 5515617 (value 390450532; 0.01% of shares outstanding; change -0.13)
Holder of FTI: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 5482300 (value 420766525; 0.01% of shares outstanding; change -0.31)
Holder of FTI: T. Rowe Price Value Fund, Inc.
Shares held as of 2026-03-31: 5097356 (value 391222073; 0.01% of shares outstanding; change 0.00)
Holder of FTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4513398 (value 346403296; 0.01% of shares outstanding; change 0.04)
Holder of FTI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 5161606 (value 396153260; 0.01% of shares outstanding; change 0.00)
Holder of FTI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 9224757 (value 708000099; 0.02% of shares outstanding; change 0.00)
Holder of FTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12696824 (value 974481242; 0.03% of shares outstanding; change 0.00)
Holder of FTI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 5515617 (value 371697426; 0.01% of shares outstanding; change 0.00)
Holder of FTI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 13663934 (value 920812503; 0.03% of shares outstanding; change 0.02)
Holder of FTI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 5515617 (value 423323604; 0.01% of shares outstanding; change 0.00)
Holder of FTI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 13723046 (value 1053243780; 0.03% of shares outstanding; change 0.00)
Holder of FTK: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 236094 (value 5817356; 0.01% of shares outstanding; change 0.00)
Holder of FTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 147195 (value 2936540; 0.00% of shares outstanding; change -0.01)
Holder of FTK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 373660 (value 7454517; 0.01% of shares outstanding; change 0.09)
Holder of FTK: Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND
Shares held as of 2026-02-28: 155072 (value 3647293; 0.00% of shares outstanding; change 0.01)
Holder of FTK: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 236094 (value 6100668; 0.01% of shares outstanding; change 0.00)
Holder of FTK: Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund
Shares held as of 2026-03-31: 154721 (value 3997990; 0.00% of shares outstanding; change 0.21)
Holder of FTK: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 224965 (value 5813095; 0.01% of shares outstanding; change 1.79)
Holder of FTK: ROYCE FUND-Royce Smaller-Companies Growth Fund
Shares held as of 2026-03-31: 255000 (value 6589200; 0.01% of shares outstanding; change 0.00)
Holder of FTK: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 143000 (value 3695120; 0.00% of shares outstanding; change 0.38)
Holder of FTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 152081 (value 3929773; 0.00% of shares outstanding; change 0.03)
Holder of FTK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 425160 (value 10986134; 0.01% of shares outstanding; change 0.14)
Holder of FTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 350942 (value 7001293; 0.01% of shares outstanding; change -0.03)
Holder of FTK: Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND
Shares held as of 2026-04-30: 158872 (value 4105252; 0.00% of shares outstanding; change 0.00)
Holder of FTK: Nuveen Investment Trust-Nuveen Small Cap Value Opportunities Fund
Shares held as of 2026-04-30: 237568 (value 5853675; 0.01% of shares outstanding; change 0.00)
Holder of FTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 337231 (value 8204830; 0.01% of shares outstanding; change -0.04)
Holder of FTK: Nuveen Investment Trust-Nuveen Small Cap Value Opportunities Fund
Shares held as of 2026-05-31: 270781 (value 7086338; 0.01% of shares outstanding; change 0.14)
Holder of FTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 340349 (value 8794618; 0.01% of shares outstanding; change 0.01)
Holder of FTK: Nuveen Investment Trust-Nuveen Small Cap Value Opportunities Fund
Shares held as of 2026-06-30: 270781 (value 6996981; 0.01% of shares outstanding; change 0.00)
Holder of FTLF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 41570 (value 424845; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 110573 (value 1130056; 0.01% of shares outstanding; change 0.00)
Holder of FTLF: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 9738 (value 105462; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 37736 (value 408680; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 19121 (value 195990; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 16285 (value 160732; 0.00% of shares outstanding; change -0.21)
Holder of FTLF: RENN FUND, INC.-Renn Fund Inc
Shares held as of 2026-03-31: 154456 (value 1583174; 0.02% of shares outstanding; change 0.00)
Holder of FTLF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 41570 (value 426092; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 110573 (value 1133373; 0.01% of shares outstanding; change 0.00)
Holder of FTLF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 9617 (value 94919; 0.00% of shares outstanding; change -0.09)
Holder of FTLF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 68507 (value 700141; 0.01% of shares outstanding; change 0.02)
Holder of FTLF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 16226 (value 175727; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 37591 (value 385307; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 9738 (value 99814; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 11098 (value 120191; 0.00% of shares outstanding; change 0.15)
Holder of FTLF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 65783 (value 712429; 0.01% of shares outstanding; change -0.04)
Holder of FTLF: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 30204 (value 327109; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16226 (value 166316; 0.00% of shares outstanding; change 0.00)
Holder of FTLF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 10952 (value 112258; 0.00% of shares outstanding; change -0.01)
Holder of FTLF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 66419 (value 680794; 0.01% of shares outstanding; change 0.01)
Holder of FTLF: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 29892 (value 306393; 0.00% of shares outstanding; change -0.01)
Holder of FTNT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 15940001 (value 2199241957; 0.02% of shares outstanding; change -0.01)
Holder of FTNT: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 7381291 (value 1018396728; 0.01% of shares outstanding; change -0.10)
Holder of FTNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 19843780 (value 2737846350; 0.03% of shares outstanding; change -0.03)
Holder of FTNT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 5342906 (value 814098561; 0.01% of shares outstanding; change 0.03)
Holder of FTNT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8072412 (value 1113750693; 0.01% of shares outstanding; change 0.00)
Holder of FTNT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 16061814 (value 2447338520; 0.02% of shares outstanding; change 0.01)
Holder of FTNT: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 6877272 (value 1047889901; 0.01% of shares outstanding; change -0.07)
Holder of FTNT: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6391876 (value 973930114; 0.01% of shares outstanding; change -0.07)
Holder of FTNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18798339 (value 2864302821; 0.03% of shares outstanding; change -0.05)
Holder of FTNT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 8100293 (value 1177701594; 0.01% of shares outstanding; change 0.00)
Holder of FTNT: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 8610567 (value 1245776770; 0.01% of shares outstanding; change 0.00)
Holder of FTNT: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 15836910 (value 2316939981; 0.02% of shares outstanding; change 0.02)
Holder of FTNT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7576567 (value 1108451775; 0.01% of shares outstanding; change 0.03)
Holder of FTNT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8175967 (value 1188703837; 0.01% of shares outstanding; change 0.01)
Holder of FTNT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 8089007 (value 1232521957; 0.01% of shares outstanding; change 0.00)
Holder of FTNT: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 8764467 (value 1335441793; 0.01% of shares outstanding; change 0.02)
Holder of FTNT: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 16033523 (value 2591177661; 0.02% of shares outstanding; change 0.01)
Holder of FTNT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7650336 (value 1205004381; 0.01% of shares outstanding; change 0.01)
Holder of FTNT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 8327995 (value 1268936557; 0.01% of shares outstanding; change 0.02)
Holder of FTNT: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 15552071 (value 2369668982; 0.02% of shares outstanding; change -0.03)
Holder of FTNT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7526737 (value 1146848879; 0.01% of shares outstanding; change -0.02)
Holder of FTRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 991008 (value 15251613; 0.01% of shares outstanding; change 0.04)
Holder of FTRE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1049933 (value 16158469; 0.01% of shares outstanding; change -0.03)
Holder of FTRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2850808 (value 43873936; 0.03% of shares outstanding; change 0.01)
Holder of FTRE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 894257 (value 13914639; 0.01% of shares outstanding; change 0.01)
Holder of FTRE: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1880996 (value 36717042; 0.02% of shares outstanding; change 0.29)
Holder of FTRE: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2026-03-31: 1173131 (value 22899517; 0.01% of shares outstanding; change 4.13)
Holder of FTRE: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1147500 (value 17660025; 0.01% of shares outstanding; change 1.00)
Holder of FTRE: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2026-03-31: 1019795 (value 19906398; 0.01% of shares outstanding; change 1.00)
Holder of FTRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1029583 (value 20097460; 0.01% of shares outstanding; change 0.04)
Holder of FTRE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1068569 (value 20858467; 0.01% of shares outstanding; change 0.02)
Holder of FTRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2908731 (value 56778430; 0.03% of shares outstanding; change 0.02)
Holder of FTRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2287963 (value 35211751; 0.02% of shares outstanding; change 0.03)
Holder of FTRE: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1799501 (value 28000236; 0.02% of shares outstanding; change 0.57)
Holder of FTRE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 921698 (value 17991545; 0.01% of shares outstanding; change 0.03)
Holder of FTRE: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 839801 (value 12924537; 0.01% of shares outstanding; change -0.02)
Holder of FTRE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5642020 (value 87789833; 0.06% of shares outstanding; change 0.02)
Holder of FTRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2198525 (value 34209049; 0.02% of shares outstanding; change -0.04)
Holder of FTRE: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 862570 (value 13274952; 0.01% of shares outstanding; change -0.04)
Holder of FTRE: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 2450600 (value 47835713; 0.03% of shares outstanding; change 0.36)
Holder of FTRE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5599909 (value 109310226; 0.06% of shares outstanding; change -0.01)
Holder of FTRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2235695 (value 43640767; 0.02% of shares outstanding; change 0.02)
Holder of FTRK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 13506 (value 7270; 0.00% of shares outstanding; change 0.00)
Holder of FTRK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 13506 (value 5943; 0.00% of shares outstanding; change 0.00)
Holder of FTRK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 13506 (value 6469; 0.00% of shares outstanding; change 0.00)
Holder of FTS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4772658 (value 266791589; 0.01% of shares outstanding; change 0.03)
Holder of FTS: DNP Select Income Fund Inc
Shares held as of 2026-01-31: 981900 (value 54996217; 0.00% of shares outstanding; change 0.00)
Holder of FTS: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1712706 (value 95928660; 0.00% of shares outstanding; change -0.02)
Holder of FTS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1119064 (value 62678772; 0.00% of shares outstanding; change 0.02)
Holder of FTS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7290541 (value 408343189; 0.01% of shares outstanding; change 0.01)
Holder of FTS: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 939150 (value 52601789; 0.00% of shares outstanding; change 0.00)
Holder of FTS: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1070488 (value 62987514; 0.00% of shares outstanding; change 0.02)
Holder of FTS: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-03-31: 1077685 (value 59628313; 0.00% of shares outstanding; change 0.00)
Holder of FTS: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 2276208 (value 125942592; 0.00% of shares outstanding; change 0.03)
Holder of FTS: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 906386 (value 50150339; 0.00% of shares outstanding; change -0.03)
Holder of FTS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4889379 (value 287691061; 0.01% of shares outstanding; change 0.02)
Holder of FTS: DNP Select Income Fund Inc
Shares held as of 2026-04-30: 981900 (value 57774996; 0.00% of shares outstanding; change 0.00)
Holder of FTS: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-04-30: 1077685 (value 60361135; 0.00% of shares outstanding; change 0.00)
Holder of FTS: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 2379922 (value 133299427; 0.00% of shares outstanding; change 0.05)
Holder of FTS: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 960673 (value 53807293; 0.00% of shares outstanding; change 0.06)
Holder of FTS: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1789411 (value 105288943; 0.00% of shares outstanding; change 0.04)
Holder of FTS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1163118 (value 68437863; 0.00% of shares outstanding; change 0.04)
Holder of FTS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7383487 (value 434444376; 0.01% of shares outstanding; change 0.01)
Holder of FTS: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-05-31: 978589 (value 57580176; 0.00% of shares outstanding; change -0.09)
Holder of FTS: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2433183 (value 143168488; 0.00% of shares outstanding; change 0.02)
Holder of FTS: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 969319 (value 57034730; 0.00% of shares outstanding; change 0.01)
Holder of FTS: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-05-31: 927731 (value 54587692; 0.00% of shares outstanding; change 0.05)
Holder of FTS.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4772658 (value 359476599; 0.01% of shares outstanding; change 0.03)
Holder of FTS.TO: DNP Select Income Fund Inc
Shares held as of 2026-01-31: 981900 (value 77894128; 0.00% of shares outstanding; change 0.00)
Holder of FTS.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1712706 (value 135868970; 0.00% of shares outstanding; change -0.02)
Holder of FTS.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1119064 (value 88775349; 0.00% of shares outstanding; change 0.02)
Holder of FTS.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7290541 (value 578358630; 0.01% of shares outstanding; change 0.01)
Holder of FTS.TO: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 939150 (value 74502771; 0.00% of shares outstanding; change 0.00)
Holder of FTS.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1070488 (value 88839796; 0.00% of shares outstanding; change 0.02)
Holder of FTS.TO: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-03-31: 1077685 (value 81171233; 0.00% of shares outstanding; change 0.00)
Holder of FTS.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 2276208 (value 171443985; 0.00% of shares outstanding; change 0.03)
Holder of FTS.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 906386 (value 68268993; 0.00% of shares outstanding; change -0.03)
Holder of FTS.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4889379 (value 405769552; 0.01% of shares outstanding; change 0.02)
Holder of FTS.TO: DNP Select Income Fund Inc
Shares held as of 2026-04-30: 981900 (value 81487878; 0.00% of shares outstanding; change 0.00)
Holder of FTS.TO: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-04-30: 1077685 (value 85492753; 0.00% of shares outstanding; change 0.00)
Holder of FTS.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 2379922 (value 188799216; 0.00% of shares outstanding; change 0.05)
Holder of FTS.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 960673 (value 76210190; 0.00% of shares outstanding; change 0.06)
Holder of FTS.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1789411 (value 148503215; 0.00% of shares outstanding; change 0.04)
Holder of FTS.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1163118 (value 96527160; 0.00% of shares outstanding; change 0.04)
Holder of FTS.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7383487 (value 612755570; 0.01% of shares outstanding; change 0.01)
Holder of FTS.TO: Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility
Shares held as of 2026-05-31: 978589 (value 81213099; 0.00% of shares outstanding; change -0.09)
Holder of FTS.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2433183 (value 201929851; 0.00% of shares outstanding; change 0.02)
Holder of FTS.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 969319 (value 80443781; 0.00% of shares outstanding; change 0.01)
Holder of FTS.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-05-31: 927731 (value 76992393; 0.00% of shares outstanding; change 0.05)
Holder of FTT.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1251719 (value 130579325; 0.01% of shares outstanding; change 0.01)
Holder of FTT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 668984 (value 68617688; 0.01% of shares outstanding; change 0.00)
Holder of FTT.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 746988 (value 76618558; 0.01% of shares outstanding; change 0.00)
Holder of FTT.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 485628 (value 49810863; 0.00% of shares outstanding; change 0.00)
Holder of FTT.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1960909 (value 201130435; 0.02% of shares outstanding; change 0.00)
Holder of FTT.TO: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 835204 (value 90118512; 0.01% of shares outstanding; change 0.10)
Holder of FTT.TO: MFS SERIES TRUST IV-MFS Blended Research International Equity Fund
Shares held as of 2026-02-28: 486140 (value 52454506; 0.00% of shares outstanding; change 0.39)
Holder of FTT.TO: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 614182 (value 66270238; 0.00% of shares outstanding; change 0.09)
Holder of FTT.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1264474 (value 136436746; 0.01% of shares outstanding; change 0.01)
Holder of FTT.TO: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 619355 (value 66828405; 0.00% of shares outstanding; change 0.00)
Holder of FTT.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 743368 (value 71660676; 0.01% of shares outstanding; change 0.00)
Holder of FTT.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 668984 (value 72183374; 0.01% of shares outstanding; change 0.00)
Holder of FTT.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 746988 (value 80600006; 0.01% of shares outstanding; change 0.00)
Holder of FTT.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 485689 (value 52405843; 0.00% of shares outstanding; change 0.00)
Holder of FTT.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1939487 (value 209270650; 0.01% of shares outstanding; change -0.01)
Holder of FTT.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 736661 (value 75559318; 0.01% of shares outstanding; change -0.01)
Holder of FTT.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 664466 (value 71695882; 0.01% of shares outstanding; change -0.10)
Holder of FTV: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 28566975 (value 1666025973; 0.09% of shares outstanding; change 0.04)