speb/financial-data huggingface dataset:
Holder of PHUN: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 4186 (value 8999; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 111809 (value 220263; 0.01% of shares outstanding; change 0.04)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9310 (value 18340; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 28325 (value 55800; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 36649 (value 72198; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 226938 (value 487916; 0.01% of shares outstanding; change 0.00)
Holder of PHUN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 656562 (value 1411608; 0.03% of shares outstanding; change 0.00)
Holder of PHUN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 53929 (value 106240; 0.00% of shares outstanding; change -0.01)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 111402 (value 212766; 0.01% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9310 (value 17781; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 28325 (value 54097; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 36649 (value 69995; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 54284 (value 103677; 0.00% of shares outstanding; change 0.01)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 111402 (value 239514; 0.01% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9310 (value 20016; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 28325 (value 60898; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 36649 (value 78795; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 53574 (value 115184; 0.00% of shares outstanding; change -0.01)
Holder of PHVS: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 722194 (value 22453011; 0.01% of shares outstanding; change 0.14)
Holder of PHVS: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD HEALTHCARE FUND
Shares held as of 2026-01-31: 155094 (value 5195649; 0.00% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 644591 (value 21593798; 0.01% of shares outstanding; change -0.15)
Holder of PHVS: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 326356 (value 10932926; 0.01% of shares outstanding; change -0.01)
Holder of PHVS: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 500000 (value 15079999; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1256990 (value 39079819; 0.02% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 367460 (value 11424331; 0.01% of shares outstanding; change -0.01)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 358439 (value 11143868; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 800000 (value 24127999; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 331529 (value 11328345; 0.01% of shares outstanding; change -0.54)
Holder of PHVS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 191961 (value 5789543; 0.00% of shares outstanding; change -0.03)
Holder of PHVS: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 500000 (value 16750000; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1256990 (value 42109165; 0.02% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 366283 (value 12270480; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 339739 (value 11381256; 0.01% of shares outstanding; change -0.05)
Holder of PHVS: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 644591 (value 22025673; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 326356 (value 11151583; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 800000 (value 26800000; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 191945 (value 6430157; 0.00% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 500000 (value 17084999; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1374890 (value 46979988; 0.02% of shares outstanding; change 0.09)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 397782 (value 13592210; 0.01% of shares outstanding; change 0.09)
Holder of PHVS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 338639 (value 11571294; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 147914 (value 5054221; 0.00% of shares outstanding; change 0.00)
Holder of PHVS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 800000 (value 27335998; 0.01% of shares outstanding; change 0.00)
Holder of PHVS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 193041 (value 6596210; 0.00% of shares outstanding; change 0.01)
Holder of PHX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 136446 (value 1457243; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 36100 (value 385548; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 31891 (value 340595; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 136923 (value 1462337; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 44556 (value 475858; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: HARBOR FUNDS-Harbor International Core Fund
Shares held as of 2026-01-31: 23013 (value 258205; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1134763 (value 12119269; 0.02% of shares outstanding; change 0.00)
Holder of PHX.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-02-28: 220542 (value 2355388; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: Optimum Fund Trust-OPTIMUM INTERNATIONAL FUND
Shares held as of 2026-03-31: 24500 (value 261660; 0.00% of shares outstanding; change 0.45)
Holder of PHX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 163768 (value 1837477; 0.00% of shares outstanding; change 0.37)
Holder of PHX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 136446 (value 1499541; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT.
Shares held as of 2026-04-30: 36100 (value 396738; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 31891 (value 350482; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 136923 (value 1504783; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 44556 (value 489670; 0.00% of shares outstanding; change 0.00)
Holder of PHX.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 855613 (value 9403186; 0.02% of shares outstanding; change -0.25)
Holder of PHX.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-04-30: 171342 (value 1883048; 0.00% of shares outstanding; change -0.22)
Holder of PHX.TO: HARBOR FUNDS-Harbor International Core Fund
Shares held as of 2026-04-30: 70730 (value 777322; 0.00% of shares outstanding; change 2.07)
Holder of PHX.TO: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 25182 (value 268943; 0.00% of shares outstanding; change 0.03)
Holder of PHX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 143393 (value 1531437; 0.00% of shares outstanding; change -0.12)
Holder of PHX.TO: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 25358 (value 278684; 0.00% of shares outstanding; change 0.01)
Holder of PHX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 91245 (value 1002782; 0.00% of shares outstanding; change -0.36)
Holder of PHYS.TO: -SMI 3Fourteen REAL Asset Allocation ETF
Shares held as of 2025-12-31: 638656 (value 29876326; 0.00% of shares outstanding; change 0.07)
Holder of PHYS.TO: ADVISORS' INNER CIRCLE FUND II-3EDGE Dynamic Hard Assets ETF
Shares held as of 2025-12-31: 953100 (value 44586016; 0.00% of shares outstanding; change 1.00)
Holder of PHYS.TO: Unified Series Trust-Appleseed Fund
Shares held as of 2025-12-31: 130000 (value 6081399; 0.00% of shares outstanding; change -0.07)
Holder of PHYS.TO: ADVISORS' INNER CIRCLE FUND II-PMV Adaptive Risk Parity ETF
Shares held as of 2026-01-31: 358523 (value 15821620; 0.00% of shares outstanding; change 0.03)
Holder of PHYS.TO: -SMI 3Fourteen REAL Asset Allocation ETF
Shares held as of 2026-03-31: 570451 (value 24637777; 0.00% of shares outstanding; change -0.11)
Holder of PHYS.TO: ADVISORS' INNER CIRCLE FUND II-3EDGE Dynamic Hard Assets ETF
Shares held as of 2026-03-31: 863368 (value 37288862; 0.00% of shares outstanding; change -0.09)
Holder of PHYS.TO: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 74155 (value 3202754; 0.00% of shares outstanding; change -0.86)
Holder of PHYS.TO: Collaborative Investment Series Trust-Anydrus Advantage ETF
Shares held as of 2026-03-31: 48950 (value 2160163; 0.00% of shares outstanding; change 1.00)
Holder of PHYS.TO: Concorde Funds Inc-Concorde Wealth Management Fund
Shares held as of 2026-03-31: 60000 (value 2631600; 0.00% of shares outstanding; change 0.00)
Holder of PHYS.TO: Valued Advisers Trust-SMI Dynamic Allocation
Shares held as of 2026-03-31: 399620 (value 18694223; 0.00% of shares outstanding; change 0.00)
Holder of PHYS.TO: Valued Advisers Trust-SMI Multi-Strategy Fund
Shares held as of 2026-03-31: 141110 (value 6601125; 0.00% of shares outstanding; change 0.00)
Holder of PHYS.TO: Williamsburg Investment Trust-Government Street Equity Fund
Shares held as of 2026-03-31: 78000 (value 3368819; 0.00% of shares outstanding; change 0.70)
Holder of PHYS.TO: Williamsburg Investment Trust-Government Street Opportunities Fund
Shares held as of 2026-03-31: 66000 (value 2850539; 0.00% of shares outstanding; change 0.89)
Holder of PHYS.TO: ADVISORS' INNER CIRCLE FUND II-PMV Adaptive Risk Parity ETF
Shares held as of 2026-04-30: 96443 (value 4165373; 0.00% of shares outstanding; change -0.73)
Holder of PHYS.TO: AdvisorShares Trust-AdvisorShares Q Dynamic Growth ETF
Shares held as of 2026-04-30: 72540 (value 3393421; 0.00% of shares outstanding; change 1.00)
Holder of PHYS.TO: JPMorgan Trust I-JPMorgan Global Allocation Fund
Shares held as of 2026-04-30: 374274 (value 16164893; 0.00% of shares outstanding; change 1.00)
Holder of PHYS.TO: Valued Advisers Trust-SMI Dynamic Allocation
Shares held as of 2026-04-30: 406810 (value 17952525; 0.00% of shares outstanding; change 0.02)
Holder of PHYS.TO: Valued Advisers Trust-SMI Multi-Strategy Fund
Shares held as of 2026-04-30: 142880 (value 6305294; 0.00% of shares outstanding; change 0.01)
Holder of PHYS.TO: Valued Advisers Trust-SMI Dynamic Allocation
Shares held as of 2026-05-31: 396980 (value 17411543; 0.00% of shares outstanding; change -0.02)
Holder of PHYS.TO: Valued Advisers Trust-SMI Multi-Strategy Fund
Shares held as of 2026-05-31: 142880 (value 6266716; 0.00% of shares outstanding; change 0.00)
Holder of PHYS.TO: Concorde Funds Inc-Concorde Wealth Management Fund
Shares held as of 2026-06-30: 60000 (value 2591399; 0.00% of shares outstanding; change 0.00)
Holder of PHYS.TO: Valued Advisers Trust-SMI Dynamic Allocation
Shares held as of 2026-06-30: 380350 (value 16427315; 0.00% of shares outstanding; change -0.04)
Holder of PHYS.TO: Valued Advisers Trust-SMI Multi-Strategy Fund
Shares held as of 2026-06-30: 141650 (value 6117863; 0.00% of shares outstanding; change -0.01)
Holder of PI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 346393 (value 52305343; 0.01% of shares outstanding; change 0.00)
Holder of PI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 614861 (value 92844011; 0.02% of shares outstanding; change -0.01)
Holder of PI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 857876 (value 129539276; 0.03% of shares outstanding; change 0.04)
Holder of PI: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 644667 (value 82227277; 0.02% of shares outstanding; change 0.03)
Holder of PI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 942247 (value 113945929; 0.03% of shares outstanding; change 0.00)
Holder of PI: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-03-31: 1122366 (value 169477266; 0.04% of shares outstanding; change 0.00)
Holder of PI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2360099 (value 301030634; 0.08% of shares outstanding; change 0.02)
Holder of PI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 370187 (value 47217352; 0.01% of shares outstanding; change 0.07)
Holder of PI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 662900 (value 84552897; 0.02% of shares outstanding; change 0.08)
Holder of PI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 913368 (value 116500091; 0.03% of shares outstanding; change 0.06)
Holder of PI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 686132 (value 103605932; 0.02% of shares outstanding; change 0.04)
Holder of PI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 942247 (value 117592428; 0.03% of shares outstanding; change 0.00)
Holder of PI: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-04-30: 1122366 (value 140071280; 0.04% of shares outstanding; change 0.00)
Holder of PI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-04-30: 471377 (value 57003620; 0.02% of shares outstanding; change 0.04)
Holder of PI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1639972 (value 211080807; 0.05% of shares outstanding; change 0.02)
Holder of PI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 661502 (value 82555451; 0.02% of shares outstanding; change -0.04)
Holder of PI: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1014979 (value 129460574; 0.03% of shares outstanding; change 0.08)
Holder of PI: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 1122366 (value 143157786; 0.04% of shares outstanding; change 0.00)
Holder of PI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-05-31: 501263 (value 72196909; 0.02% of shares outstanding; change 0.06)
Holder of PI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1632093 (value 208173467; 0.05% of shares outstanding; change 0.00)
Holder of PI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 671914 (value 85702632; 0.02% of shares outstanding; change 0.02)
Holder of PI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 594886 (value 75877711; 0.02% of shares outstanding; change 0.19)
Holder of PICS: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-01-31: 370263 (value 3617469; 0.01% of shares outstanding; change 1.00)
Holder of PICS: Goldman Sachs Trust-Goldman Sachs Emerging Markets Equity Fund
Shares held as of 2026-01-31: 409911 (value 4004830; 0.01% of shares outstanding; change 1.00)
Holder of PICS: Putnam Funds Trust-PUTNAM CORE EQUITY FUND
Shares held as of 2026-01-31: 139337 (value 1361322; 0.00% of shares outstanding; change 1.00)
Holder of PICS: BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd.
Shares held as of 2026-02-28: 232919 (value 2760090; 0.01% of shares outstanding; change 1.00)
Holder of PICS: -American Century Federated Managed Volatility Fund II
Shares held as of 2026-03-31: 27000 (value 319950; 0.00% of shares outstanding; change 1.00)
Holder of PICS: EMPOWER FUNDS, INC.-Empower Emerging Markets Equity Fund
Shares held as of 2026-03-31: 143259 (value 1697619; 0.00% of shares outstanding; change 1.00)
Holder of PICS: Federated Hermes Income Securities TRT-Federated Hermes Muni and Stock
Shares held as of 2026-03-31: 32000 (value 312640; 0.00% of shares outstanding; change 3.71)
Holder of PICS: Federated Hermes Insurance Series-Federated Hermes Mnged Volatility Fd
Shares held as of 2026-03-31: 27000 (value 319950; 0.00% of shares outstanding; change 1.00)
Holder of PICS: Fidelity Central Investment PORT.s LLC-Fidelity Intl Eqy. Central Fd.
Shares held as of 2026-03-31: 76221 (value 903218; 0.00% of shares outstanding; change 1.00)
Holder of PICS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 26422 (value 242553; 0.00% of shares outstanding; change 0.12)
Holder of PICS: Guidestone Funds-Emerging Markets Equity Fund
Shares held as of 2026-03-31: 23537 (value 278913; 0.00% of shares outstanding; change 1.00)
Holder of PICS: Federated Hermes Income Securities TRT-Federated Hermes Muni and Stock
Shares held as of 2026-04-30: 32000 (value 379200; 0.00% of shares outstanding; change 0.00)
Holder of PICS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 26422 (value 258142; 0.00% of shares outstanding; change 0.00)
Holder of PICS: Goldman Sachs Trust-Goldman Sachs Emerging Markets Equity Fund
Shares held as of 2026-04-30: 662067 (value 7845494; 0.02% of shares outstanding; change 0.62)
Holder of PICS: Putnam Funds Trust-PUTNAM CORE EQUITY FUND
Shares held as of 2026-04-30: 139337 (value 1651143; 0.00% of shares outstanding; change 0.00)
Holder of PICS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 26422 (value 313100; 0.00% of shares outstanding; change 0.00)
Holder of PIF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 295012 (value 4366177; 0.01% of shares outstanding; change 0.02)
Holder of PIF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 82400 (value 1219520; 0.00% of shares outstanding; change -0.04)
Holder of PIF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 26423 (value 391060; 0.00% of shares outstanding; change -0.10)
Holder of PIF.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 123152 (value 1822649; 0.01% of shares outstanding; change 0.00)
Holder of PIF.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 29939 (value 443097; 0.00% of shares outstanding; change 0.00)
Holder of PIF.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 17212 (value 254737; 0.00% of shares outstanding; change 0.07)
Holder of PIF.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 32964 (value 487867; 0.00% of shares outstanding; change 0.00)
Holder of PIF.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 122897 (value 1818875; 0.01% of shares outstanding; change 0.10)
Holder of PIF.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 38910 (value 509331; 0.00% of shares outstanding; change 0.00)
Holder of PIF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 243812 (value 3840039; 0.01% of shares outstanding; change -0.17)
Holder of PIF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 146311 (value 2304398; 0.01% of shares outstanding; change 0.78)
Holder of PIF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 23154 (value 364675; 0.00% of shares outstanding; change -0.12)
Holder of PIF.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 73952 (value 1164744; 0.00% of shares outstanding; change -0.40)
Holder of PIF.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 34739 (value 547139; 0.00% of shares outstanding; change 0.16)
Holder of PIF.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 17020 (value 268065; 0.00% of shares outstanding; change -0.01)
Holder of PIF.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 47764 (value 752283; 0.00% of shares outstanding; change 0.45)
Holder of PIF.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 147794 (value 2327755; 0.01% of shares outstanding; change 0.20)
Holder of PIF.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 32418 (value 483028; 0.00% of shares outstanding; change 0.02)
Holder of PIF.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 38910 (value 575868; 0.00% of shares outstanding; change 0.00)
Holder of PIF.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 31762 (value 500251; 0.00% of shares outstanding; change -0.02)
Holder of PIF.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 38910 (value 612832; 0.00% of shares outstanding; change 0.00)
Holder of PII: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 577522 (value 40755727; 0.01% of shares outstanding; change 0.01)
Holder of PII: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1212211 (value 85545729; 0.02% of shares outstanding; change -0.04)
Holder of PII: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 781843 (value 55174660; 0.01% of shares outstanding; change -0.04)
Holder of PII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1697390 (value 119784811; 0.03% of shares outstanding; change 0.00)
Holder of PII: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 938248 (value 64532696; 0.02% of shares outstanding; change 0.49)
Holder of PII: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1385785 (value 101217737; 0.02% of shares outstanding; change -0.19)
Holder of PII: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2405834 (value 175722117; 0.04% of shares outstanding; change 0.00)
Holder of PII: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 595788 (value 43516356; 0.01% of shares outstanding; change 0.03)
Holder of PII: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1241554 (value 90683105; 0.02% of shares outstanding; change 0.02)
Holder of PII: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 790774 (value 57758133; 0.01% of shares outstanding; change 0.01)
Holder of PII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1717906 (value 125475855; 0.03% of shares outstanding; change 0.01)
Holder of PII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1302272 (value 91901334; 0.02% of shares outstanding; change 0.01)
Holder of PII: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1708205 (value 112844018; 0.03% of shares outstanding; change 0.04)
Holder of PII: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 528218 (value 38581043; 0.01% of shares outstanding; change 0.01)
Holder of PII: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1802117 (value 128599070; 0.03% of shares outstanding; change 0.02)
Holder of PII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1251424 (value 86072941; 0.02% of shares outstanding; change -0.04)
Holder of PII: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1713739 (value 117870966; 0.03% of shares outstanding; change 0.00)
Holder of PII: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1813118 (value 132430140; 0.03% of shares outstanding; change 0.01)
Holder of PII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1271112 (value 92842021; 0.02% of shares outstanding; change 0.02)
Holder of PII: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1670362 (value 122003242; 0.03% of shares outstanding; change -0.03)
Holder of PIII: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 12974 (value 158023; 0.00% of shares outstanding; change 0.00)
Holder of PIII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 28358 (value 345400; 0.01% of shares outstanding; change 0.00)
Holder of PIII: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 7 (value 85; 0.00% of shares outstanding; change 0.17)
Holder of PIII: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 1632 (value 19538; 0.00% of shares outstanding; change 1.00)
Holder of PIII: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 252 (value 2424; 0.00% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 16948 (value 196257; 0.01% of shares outstanding; change 0.81)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 610 (value 7063; 0.00% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2437 (value 28220; 0.00% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3210 (value 37171; 0.00% of shares outstanding; change 0.00)
Holder of PIII: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 12974 (value 124809; 0.00% of shares outstanding; change 0.00)
Holder of PIII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 28358 (value 272803; 0.01% of shares outstanding; change 0.00)
Holder of PIII: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 29295 (value 281817; 0.01% of shares outstanding; change 1.00)
Holder of PIII: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 3051 (value 35330; 0.00% of shares outstanding; change -0.01)
Holder of PIII: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 7 (value 67; 0.00% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 16886 (value 202160; 0.01% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 610 (value 7302; 0.00% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2437 (value 29176; 0.00% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3210 (value 38430; 0.00% of shares outstanding; change 0.00)
Holder of PIII: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 3071 (value 36766; 0.00% of shares outstanding; change 0.01)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 8709 (value 83780; 0.00% of shares outstanding; change -0.48)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 610 (value 5868; 0.00% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2437 (value 23443; 0.00% of shares outstanding; change 0.00)
Holder of PIII: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3210 (value 30880; 0.00% of shares outstanding; change 0.00)
Holder of PIII: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 3031 (value 29158; 0.00% of shares outstanding; change -0.01)
Holder of PIM: SIT MUTUAL FUNDS INC-Sit Balanced Fund
Shares held as of 2026-03-31: 66500 (value 206149; 0.00% of shares outstanding; change 0.00)
Holder of PINE: Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund
Shares held as of 2025-12-31: 179688 (value 3462587; 0.01% of shares outstanding; change 0.30)
Holder of PINE: MUTUAL FUND SERIES TRUST-AlphaCentric Real Income Fund
Shares held as of 2025-12-31: 112674 (value 2171228; 0.01% of shares outstanding; change 0.00)
Holder of PINE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 130497 (value 2514677; 0.01% of shares outstanding; change -0.14)
Holder of PINE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 454526 (value 8758716; 0.03% of shares outstanding; change 0.00)
Holder of PINE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 136775 (value 2666428; 0.01% of shares outstanding; change 0.02)
Holder of PINE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 84962 (value 1740871; 0.01% of shares outstanding; change 1.00)
Holder of PINE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 71432 (value 1404353; 0.00% of shares outstanding; change 0.09)
Holder of PINE: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 321920 (value 6596140; 0.02% of shares outstanding; change 0.00)
Holder of PINE: Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund
Shares held as of 2026-03-31: 175668 (value 3599437; 0.01% of shares outstanding; change -0.02)
Holder of PINE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 151351 (value 3101181; 0.01% of shares outstanding; change 0.16)
Holder of PINE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 454526 (value 9313237; 0.03% of shares outstanding; change 0.00)
Holder of PINE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 301693 (value 5813624; 0.02% of shares outstanding; change 0.02)
Holder of PINE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 111729 (value 2153017; 0.01% of shares outstanding; change -0.05)
Holder of PINE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 138035 (value 2828337; 0.01% of shares outstanding; change 0.01)
Holder of PINE: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-04-30: 365369 (value 7183154; 0.02% of shares outstanding; change 0.00)
Holder of PINE: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 104034 (value 2045308; 0.01% of shares outstanding; change 0.00)
Holder of PINE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 289889 (value 5651386; 0.02% of shares outstanding; change -0.04)
Holder of PINE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 110454 (value 2153300; 0.01% of shares outstanding; change -0.01)
Holder of PINE: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-05-31: 366328 (value 7967634; 0.02% of shares outstanding; change 0.00)
Holder of PINE: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 104034 (value 2139979; 0.01% of shares outstanding; change 0.00)
Holder of PINE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 305533 (value 6260371; 0.02% of shares outstanding; change 0.05)
Holder of PINE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 118513 (value 2428331; 0.01% of shares outstanding; change 0.07)
Holder of PINE: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-06-30: 449643 (value 9213184; 0.03% of shares outstanding; change 0.23)
Holder of PINE: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 104034 (value 2131656; 0.01% of shares outstanding; change 0.00)
Holder of PINS: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 6859045 (value 137523847; 0.01% of shares outstanding; change 0.33)
Holder of PINS: -Victory Pioneer Fundamental Growth Fund
Shares held as of 2025-12-31: 7335623 (value 147079235; 0.02% of shares outstanding; change -0.05)
Holder of PINS: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 4955587 (value 99359515; 0.01% of shares outstanding; change 0.06)
Holder of PINS: T. Rowe Price Value Fund, Inc.
Shares held as of 2025-12-31: 5192656 (value 104112748; 0.01% of shares outstanding; change 0.36)
Holder of PINS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 6419693 (value 128714839; 0.01% of shares outstanding; change 0.00)
Holder of PINS: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 8489442 (value 170213305; 0.02% of shares outstanding; change -0.05)
Holder of PINS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17761529 (value 356118642; 0.04% of shares outstanding; change -0.01)
Holder of PINS: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 4095200 (value 81535431; 0.01% of shares outstanding; change 0.47)
Holder of PINS: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 9723621 (value 215183724; 0.02% of shares outstanding; change 0.26)
Holder of PINS: -Victory Pioneer Fundamental Growth Fund
Shares held as of 2026-03-31: 7889548 (value 174595690; 0.02% of shares outstanding; change 0.08)
Holder of PINS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 6534662 (value 144612064; 0.01% of shares outstanding; change 0.02)
Holder of PINS: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 5686176 (value 125835070; 0.01% of shares outstanding; change -0.33)
Holder of PINS: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6001268 (value 132808055; 0.01% of shares outstanding; change -0.51)
Holder of PINS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6412407 (value 141906561; 0.01% of shares outstanding; change 1.00)
Holder of PINS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17669754 (value 391031641; 0.04% of shares outstanding; change -0.01)
Holder of PINS: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 4095200 (value 90626772; 0.01% of shares outstanding; change 0.00)
Holder of PINS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 4429306 (value 94875734; 0.01% of shares outstanding; change 0.00)
Holder of PINS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 19764354 (value 400623464; 0.04% of shares outstanding; change 0.02)
Holder of PINS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 4386064 (value 98774163; 0.01% of shares outstanding; change -0.01)
Holder of PINS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 19861322 (value 439531039; 0.04% of shares outstanding; change 0.00)
Holder of PINS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 3706625 (value 82027608; 0.01% of shares outstanding; change -0.15)
Holder of PIPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 381345 (value 29901262; 0.01% of shares outstanding; change -0.04)
Holder of PIPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 531753 (value 41694754; 0.01% of shares outstanding; change 0.00)
Holder of PIPR: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-03-31: 469022 (value 35959915; 0.01% of shares outstanding; change 2.88)
Holder of PIPR: AIM Growth Series -INVESCO Small Cap Growth Fd.
Shares held as of 2026-03-31: 354716 (value 27813282; 0.01% of shares outstanding; change 2.98)
Holder of PIPR: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 419209 (value 32870179; 0.01% of shares outstanding; change 2.92)
Holder of PIPR: JNL Series Trust-JNL/INVESCO SMALL CAP GROWTH FUND
Shares held as of 2026-03-31: 353036 (value 27681554; 0.01% of shares outstanding; change 3.03)
Holder of PIPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 754220 (value 57388597; 0.01% of shares outstanding; change 3.20)
Holder of PIPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1560792 (value 118760657; 0.02% of shares outstanding; change 3.09)
Holder of PIPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 994412 (value 75664805; 0.01% of shares outstanding; change 3.04)
Holder of PIPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2147115 (value 163373972; 0.03% of shares outstanding; change 3.04)
Holder of PIPR: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 438364 (value 35533784; 0.01% of shares outstanding; change 3.00)
Holder of PIPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1707220 (value 133863126; 0.02% of shares outstanding; change 2.98)
Holder of PIPR: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-04-30: 455881 (value 36953712; 0.01% of shares outstanding; change -0.03)
Holder of PIPR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 691041 (value 52581307; 0.01% of shares outstanding; change 3.04)
Holder of PIPR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 617760 (value 50532769; 0.01% of shares outstanding; change 0.01)
Holder of PIPR: Vanguard Explorer Fund
Shares held as of 2026-04-30: 927232 (value 70553079; 0.01% of shares outstanding; change 3.00)
Holder of PIPR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4119180 (value 336948936; 0.06% of shares outstanding; change 0.01)
Holder of PIPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1643379 (value 133212297; 0.02% of shares outstanding; change -0.04)
Holder of PIPR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 579735 (value 46993317; 0.01% of shares outstanding; change 0.00)
Holder of PIPR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 621324 (value 44797459; 0.01% of shares outstanding; change 0.01)
Holder of PIPR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4101251 (value 312064173; 0.06% of shares outstanding; change 0.00)
Holder of PIPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1672589 (value 127267290; 0.02% of shares outstanding; change 0.02)
Holder of PIPR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 573759 (value 43657320; 0.01% of shares outstanding; change -0.01)
Holder of PIPR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 619182 (value 47113556; 0.01% of shares outstanding; change 0.00)
Holder of PJT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 262034 (value 40064997; 0.01% of shares outstanding; change 0.01)
Holder of PJT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 295181 (value 45133173; 0.01% of shares outstanding; change -0.04)
Holder of PJT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 523886 (value 80102166; 0.02% of shares outstanding; change -0.04)
Holder of PJT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 728834 (value 111438714; 0.03% of shares outstanding; change 0.00)
Holder of PJT: Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund
Shares held as of 2026-01-31: 251994 (value 39163645; 0.01% of shares outstanding; change -0.11)
Holder of PJT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 224310 (value 34861137; 0.01% of shares outstanding; change 0.01)
Holder of PJT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 271275 (value 45864466; 0.01% of shares outstanding; change 0.04)
Holder of PJT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 296109 (value 50063150; 0.01% of shares outstanding; change 0.00)
Holder of PJT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 529088 (value 89452912; 0.02% of shares outstanding; change 0.01)
Holder of PJT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 735923 (value 124422507; 0.03% of shares outstanding; change 0.01)
Holder of PJT: WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund
Shares held as of 2026-03-31: 282697 (value 47795583; 0.01% of shares outstanding; change -0.03)
Holder of PJT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 567771 (value 86812182; 0.02% of shares outstanding; change 0.00)
Holder of PJT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 226634 (value 35563406; 0.01% of shares outstanding; change 0.01)
Holder of PJT: Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund
Shares held as of 2026-04-30: 264294 (value 44684188; 0.01% of shares outstanding; change 0.05)
Holder of PJT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 261000 (value 41034420; 0.01% of shares outstanding; change 0.10)
Holder of PJT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1481359 (value 230306885; 0.06% of shares outstanding; change 0.02)
Holder of PJT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 545525 (value 84782764; 0.02% of shares outstanding; change -0.04)
Holder of PJT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 261000 (value 40956119; 0.01% of shares outstanding; change 0.00)
Holder of PJT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1473366 (value 249102000; 0.06% of shares outstanding; change -0.01)
Holder of PJT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 552354 (value 93386494; 0.02% of shares outstanding; change 0.01)
Holder of PJT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 261000 (value 44127271; 0.01% of shares outstanding; change 0.00)
Holder of PJT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 237795 (value 40204002; 0.01% of shares outstanding; change 0.06)
Holder of PK: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 3736155 (value 45319560; 0.02% of shares outstanding; change 0.26)
Holder of PK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2154442 (value 26133381; 0.01% of shares outstanding; change 0.01)
Holder of PK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4088768 (value 49596756; 0.02% of shares outstanding; change 0.02)
Holder of PK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2632348 (value 31930381; 0.01% of shares outstanding; change 0.02)
Holder of PK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5795669 (value 70301465; 0.03% of shares outstanding; change 0.11)
Holder of PK: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 7464425 (value 110286876; 0.04% of shares outstanding; change 0.01)
Holder of PK: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 6066808 (value 89637085; 0.03% of shares outstanding; change 0.00)
Holder of PK: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1567997 (value 23112275; 0.01% of shares outstanding; change 0.39)