speb/financial-data huggingface dataset:
Holder of FOUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 560276 (value 27089343; 0.01% of shares outstanding; change -0.32)
Holder of FOUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1016408 (value 49143325; 0.01% of shares outstanding; change -0.30)
Holder of FOUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1428425 (value 69064346; 0.02% of shares outstanding; change -0.29)
Holder of FOUR: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 810885 (value 39206288; 0.01% of shares outstanding; change -0.55)
Holder of FOUR: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 578063 (value 22295889; 0.01% of shares outstanding; change -0.16)
Holder of FOUR: Manager Directed Portfolios-Spyglass Growth Fund
Shares held as of 2026-04-30: 1029716 (value 49786767; 0.01% of shares outstanding; change 0.00)
Holder of FOUR: Vanguard Explorer Fund
Shares held as of 2026-04-30: 607030 (value 29349899; 0.01% of shares outstanding; change 0.00)
Holder of FOUR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2280587 (value 87962239; 0.03% of shares outstanding; change 0.02)
Holder of FOUR: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 879110 (value 43252212; 0.01% of shares outstanding; change -0.02)
Holder of FOUR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2294483 (value 110938249; 0.03% of shares outstanding; change 0.01)
Holder of FOX: AMG Funds-AMG Yacktman Focused Fund
Shares held as of 2025-12-31: 1400000 (value 80345999; 0.01% of shares outstanding; change -0.03)
Holder of FOX: AMG Funds-AMG Yacktman Fund
Shares held as of 2025-12-31: 3100000 (value 177908998; 0.01% of shares outstanding; change 0.00)
Holder of FOX: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 5283865 (value 303241009; 0.02% of shares outstanding; change 0.00)
Holder of FOX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3746466 (value 215009681; 0.02% of shares outstanding; change 0.02)
Holder of FOX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4124913 (value 236728754; 0.02% of shares outstanding; change 0.01)
Holder of FOX: AMG Funds-AMG Yacktman Focused Fund
Shares held as of 2026-03-31: 1400000 (value 69173999; 0.01% of shares outstanding; change 0.00)
Holder of FOX: AMG Funds-AMG Yacktman Fund
Shares held as of 2026-03-31: 3100000 (value 153170999; 0.01% of shares outstanding; change 0.00)
Holder of FOX: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 5283865 (value 261075768; 0.02% of shares outstanding; change 0.00)
Holder of FOX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1809241 (value 103832339; 0.01% of shares outstanding; change -0.04)
Holder of FOX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3639140 (value 179809906; 0.02% of shares outstanding; change -0.03)
Holder of FOX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2667307 (value 131791638; 0.01% of shares outstanding; change -0.14)
Holder of FOX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3681753 (value 181915415; 0.02% of shares outstanding; change -0.11)
Holder of FOX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1817294 (value 81651019; 0.01% of shares outstanding; change 0.00)
Holder of FOX: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 7750731 (value 456673056; 0.04% of shares outstanding; change 0.66)
Holder of FOX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1666227 (value 98174091; 0.01% of shares outstanding; change 0.03)
Holder of FOX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1829701 (value 88594119; 0.01% of shares outstanding; change 0.00)
Holder of FOX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1814716 (value 89665117; 0.01% of shares outstanding; change 0.00)
Holder of FOX: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-05-31: 7649556 (value 372915855; 0.03% of shares outstanding; change -0.01)
Holder of FOX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1682709 (value 82032063; 0.01% of shares outstanding; change 0.01)
Holder of FOX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1863897 (value 92095150; 0.01% of shares outstanding; change 0.02)
Holder of FOX: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 5837736 (value 288442534; 0.03% of shares outstanding; change -0.24)
Holder of FOX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1690780 (value 83541439; 0.01% of shares outstanding; change 0.00)
Holder of FOXA: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 9349875 (value 597643992; 0.05% of shares outstanding; change -0.12)
Holder of FOXA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5258063 (value 336095377; 0.03% of shares outstanding; change 0.01)
Holder of FOXA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6171834 (value 394503617; 0.03% of shares outstanding; change -0.02)
Holder of FOXA: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 9008675 (value 498269826; 0.05% of shares outstanding; change -0.04)
Holder of FOXA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2561808 (value 163750762; 0.01% of shares outstanding; change -0.03)
Holder of FOXA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5059513 (value 279841670; 0.03% of shares outstanding; change -0.04)
Holder of FOXA: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3902234 (value 215832567; 0.02% of shares outstanding; change -0.04)
Holder of FOXA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5943995 (value 328762371; 0.03% of shares outstanding; change -0.04)
Holder of FOXA: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1673267 (value 92548400; 0.01% of shares outstanding; change -0.02)
Holder of FOXA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2569053 (value 126885526; 0.01% of shares outstanding; change 0.00)
Holder of FOXA: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1777942 (value 117077477; 0.01% of shares outstanding; change -0.03)
Holder of FOXA: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 10988257 (value 723576706; 0.06% of shares outstanding; change 0.66)
Holder of FOXA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2375639 (value 156435824; 0.01% of shares outstanding; change 0.03)
Holder of FOXA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2593068 (value 140362773; 0.01% of shares outstanding; change 0.00)
Holder of FOXA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2565521 (value 141898970; 0.01% of shares outstanding; change 0.00)
Holder of FOXA: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1769180 (value 101940149; 0.01% of shares outstanding; change 0.00)
Holder of FOXA: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-05-31: 10844788 (value 586919914; 0.05% of shares outstanding; change -0.01)
Holder of FOXA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2399156 (value 129842320; 0.01% of shares outstanding; change 0.01)
Holder of FOXA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2641272 (value 146088757; 0.01% of shares outstanding; change 0.02)
Holder of FOXA: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 1648799 (value 91195074; 0.01% of shares outstanding; change 0.02)
Holder of FOXA: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 8375063 (value 463224746; 0.04% of shares outstanding; change -0.23)
Holder of FOXA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2410902 (value 133346992; 0.01% of shares outstanding; change 0.00)
Holder of FOXF: John Hancock Variable Insurance Trust-Fundamental All Cap Core Trust
Shares held as of 2025-12-31: 388202 (value 7003164; 0.01% of shares outstanding; change -0.03)
Holder of FOXF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 456998 (value 8244244; 0.01% of shares outstanding; change 0.04)
Holder of FOXF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 474890 (value 8567016; 0.01% of shares outstanding; change -0.47)
Holder of FOXF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1313256 (value 23691139; 0.03% of shares outstanding; change 0.12)
Holder of FOXF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 411330 (value 7379260; 0.01% of shares outstanding; change 0.01)
Holder of FOXF: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 389050 (value 7201315; 0.01% of shares outstanding; change 0.28)
Holder of FOXF: John Hancock Variable Insurance Trust-Fundamental All Cap Core Trust
Shares held as of 2026-03-31: 377488 (value 6987302; 0.01% of shares outstanding; change -0.03)
Holder of FOXF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 465799 (value 8621939; 0.01% of shares outstanding; change 0.02)
Holder of FOXF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 479839 (value 8881819; 0.01% of shares outstanding; change 0.01)
Holder of FOXF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1313256 (value 24308368; 0.03% of shares outstanding; change 0.00)
Holder of FOXF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1026114 (value 18511097; 0.02% of shares outstanding; change 0.00)
Holder of FOXF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 414147 (value 7665861; 0.01% of shares outstanding; change 0.01)
Holder of FOXF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 382173 (value 6856183; 0.01% of shares outstanding; change 0.00)
Holder of FOXF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2554870 (value 45834369; 0.06% of shares outstanding; change 0.02)
Holder of FOXF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 985935 (value 16800333; 0.02% of shares outstanding; change -0.04)
Holder of FOXF: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 389659 (value 6990482; 0.01% of shares outstanding; change -0.04)
Holder of FOXF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 385605 (value 6551428; 0.01% of shares outstanding; change 0.01)
Holder of FOXF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2535301 (value 46928422; 0.06% of shares outstanding; change -0.01)
Holder of FOXF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 995316 (value 18423299; 0.02% of shares outstanding; change 0.01)
Holder of FOXF: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 405381 (value 7503602; 0.01% of shares outstanding; change 0.04)
Holder of FOXF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 382893 (value 7087349; 0.01% of shares outstanding; change -0.01)
Holder of FOXX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8313 (value 21863; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 406 (value 1035; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 8270 (value 41846; 0.00% of shares outstanding; change 0.29)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4245 (value 21479; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2049 (value 10367; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 8313 (value 21198; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 3010 (value 15230; 0.00% of shares outstanding; change -0.01)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 8240 (value 27768; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4245 (value 14305; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2049 (value 6905; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 3030 (value 10211; 0.00% of shares outstanding; change 0.01)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 8240 (value 21011; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4245 (value 10824; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2049 (value 5224; 0.00% of shares outstanding; change 0.00)
Holder of FOXX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 2990 (value 7624; 0.00% of shares outstanding; change -0.01)
Holder of FP3.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 11993454 (value 888235173; 0.01% of shares outstanding; change 0.00)
Holder of FP3.DE: VANGUARD WORLD FUND-Vanguard Utilities Index Fund
Shares held as of 2026-02-28: 14015253 (value 1105523118; 0.01% of shares outstanding; change 0.02)
Holder of FP3.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 16709353 (value 1237494642; 0.01% of shares outstanding; change 0.00)
Holder of FP3.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 52922471 (value 4174524367; 0.03% of shares outstanding; change 0.01)
Holder of FP3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 66164971 (value 5219092730; 0.03% of shares outstanding; change 0.01)
Holder of FP3.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 18271707 (value 1441272197; 0.01% of shares outstanding; change 0.01)
Holder of FP3.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 11742619 (value 926257754; 0.01% of shares outstanding; change -0.02)
Holder of FP3.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 26688350 (value 1976539135; 0.01% of shares outstanding; change 0.00)
Holder of FP3.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 12664828 (value 999001597; 0.01% of shares outstanding; change 0.06)
Holder of FP3.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 34597943 (value 2562323574; 0.02% of shares outstanding; change -0.03)
Holder of FP3.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 24870383 (value 1841900504; 0.01% of shares outstanding; change 0.03)
Holder of FP3.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 26937713 (value 1995006959; 0.01% of shares outstanding; change 0.01)
Holder of FP3.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 26651219 (value 2102248081; 0.01% of shares outstanding; change 0.00)
Holder of FP3.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 27438705 (value 2164364975; 0.01% of shares outstanding; change 0.02)
Holder of FP3.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 34069753 (value 2687422023; 0.02% of shares outstanding; change 0.01)
Holder of FP3.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 25204054 (value 1988095710; 0.01% of shares outstanding; change 0.00)
Holder of FPE.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 233533 (value 7683236; 0.00% of shares outstanding; change 0.03)
Holder of FPE.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 90619 (value 2981365; 0.00% of shares outstanding; change 0.00)
Holder of FPE.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 126009 (value 4145696; 0.00% of shares outstanding; change 0.00)
Holder of FPE.DE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Small Companies PORT.
Shares held as of 2026-01-31: 116096 (value 3819558; 0.00% of shares outstanding; change -0.09)
Holder of FPE.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 79585 (value 2618346; 0.00% of shares outstanding; change -0.07)
Holder of FPE.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 54469 (value 1792030; 0.00% of shares outstanding; change 0.00)
Holder of FPE.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 349353 (value 11493714; 0.01% of shares outstanding; change 0.00)
Holder of FPE.DE: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 51471 (value 1693395; 0.00% of shares outstanding; change 0.02)
Holder of FPE.DE: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 58526 (value 2022073; 0.00% of shares outstanding; change 0.01)
Holder of FPE.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 253082 (value 8743982; 0.00% of shares outstanding; change 0.08)
Holder of FPE.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 95147 (value 3287328; 0.00% of shares outstanding; change 0.05)
Holder of FPE.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 126009 (value 4353610; 0.00% of shares outstanding; change 0.00)
Holder of FPE.DE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Small Companies PORT.
Shares held as of 2026-04-30: 86787 (value 2998490; 0.00% of shares outstanding; change -0.25)
Holder of FPE.DE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 63838 (value 2100270; 0.00% of shares outstanding; change 0.00)
Holder of FPE.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 76461 (value 2641727; 0.00% of shares outstanding; change -0.04)
Holder of FPE.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 54469 (value 1881903; 0.00% of shares outstanding; change 0.00)
Holder of FPE.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 349353 (value 12070145; 0.01% of shares outstanding; change 0.00)
Holder of FPE.DE: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-04-30: 44996 (value 1554611; 0.00% of shares outstanding; change -0.13)
Holder of FPE.DE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 63774 (value 2203391; 0.00% of shares outstanding; change 0.00)
Holder of FPE3.DE: AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd.
Shares held as of 2025-10-31: 564972 (value 22305094; 0.01% of shares outstanding; change -0.34)
Holder of FPE3.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 625460 (value 24693160; 0.01% of shares outstanding; change 0.03)
Holder of FPE3.DE: -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist)
Shares held as of 2026-01-31: 382273 (value 15696129; 0.01% of shares outstanding; change 0.03)
Holder of FPE3.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 425341 (value 16792462; 0.01% of shares outstanding; change 0.00)
Holder of FPE3.DE: First Eagle Funds-First Eagle Global Income Builder Fund
Shares held as of 2026-01-31: 318042 (value 12556298; 0.00% of shares outstanding; change 0.00)
Holder of FPE3.DE: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 2212932 (value 87366554; 0.03% of shares outstanding; change 0.00)
Holder of FPE3.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 338429 (value 13361176; 0.01% of shares outstanding; change 0.00)
Holder of FPE3.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 992944 (value 39201428; 0.02% of shares outstanding; change 0.02)
Holder of FPE3.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 609185 (value 24050623; 0.01% of shares outstanding; change -0.23)
Holder of FPE3.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 626725 (value 25733329; 0.01% of shares outstanding; change 0.00)
Holder of FPE3.DE: AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd.
Shares held as of 2026-04-30: 586632 (value 24087110; 0.01% of shares outstanding; change 0.04)
Holder of FPE3.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 425341 (value 17464502; 0.01% of shares outstanding; change 0.00)
Holder of FPE3.DE: First Eagle Funds-First Eagle Global Income Builder Fund
Shares held as of 2026-04-30: 318042 (value 13058804; 0.00% of shares outstanding; change 0.00)
Holder of FPE3.DE: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 2806353 (value 115228858; 0.04% of shares outstanding; change 0.27)
Holder of FPE3.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 507637 (value 20843575; 0.01% of shares outstanding; change 0.50)
Holder of FPE3.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 992944 (value 40770282; 0.02% of shares outstanding; change 0.00)
Holder of FPE3.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 597365 (value 24527807; 0.01% of shares outstanding; change -0.02)
Holder of FPE3.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 503832 (value 19891287; 0.01% of shares outstanding; change 0.01)
Holder of FPE3.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 507927 (value 20855483; 0.01% of shares outstanding; change 0.01)
Holder of FPE3.DE: -SSgA SPDR ETFS Europe I-State Street SPDR S&P Euro Dividend Aristocra
Shares held as of 2026-06-30: 548031 (value 21734909; 0.01% of shares outstanding; change 1.00)
Holder of FPF: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 91917 (value 1629688; 0.00% of shares outstanding; change 0.21)
Holder of FPF: Mosley Wealth Management
Shares held as of 2026-03-31: 750 (value 13380; 0.00% of shares outstanding; change 1.00)
Holder of FPF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 603521 (value 10815096; 0.01% of shares outstanding; change -0.14)
Holder of FPF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 586407 (value 10549461; 0.01% of shares outstanding; change -0.03)
Holder of FPF: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-06-30: 22282 (value 395059; 0.00% of shares outstanding; change 1.00)
Holder of FPF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 585120 (value 10374177; 0.01% of shares outstanding; change 0.00)
Holder of FPH: John Hancock Variable Insurance Trust-Fundamental All Cap Core Trust
Shares held as of 2025-12-31: 1710502 (value 8603825; 0.02% of shares outstanding; change -0.03)
Holder of FPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 104641 (value 522158; 0.00% of shares outstanding; change 0.00)
Holder of FPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 210353 (value 1049661; 0.00% of shares outstanding; change 0.02)
Holder of FPH: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 212185 (value 1105483; 0.00% of shares outstanding; change 0.37)
Holder of FPH: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 191676 (value 998631; 0.00% of shares outstanding; change 0.01)
Holder of FPH: Third Avenue Trust-THIRD AVENUE REAL ESTATE VALUE FUND
Shares held as of 2026-01-31: 2960153 (value 14771162; 0.04% of shares outstanding; change 0.00)
Holder of FPH: Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND
Shares held as of 2026-01-31: 962705 (value 4803897; 0.01% of shares outstanding; change 0.00)
Holder of FPH: INVESTMENT MANAGERS SERIES TRUST II-ACR Opportunity Fund
Shares held as of 2026-02-28: 133898 (value 700286; 0.00% of shares outstanding; change 0.00)
Holder of FPH: John Hancock Funds II-Fundamental All Cap Core Fund
Shares held as of 2026-03-31: 211258 (value 1090091; 0.00% of shares outstanding; change -0.07)
Holder of FPH: John Hancock Variable Insurance Trust-Fundamental All Cap Core Trust
Shares held as of 2026-03-31: 1663291 (value 8699011; 0.02% of shares outstanding; change -0.03)
Holder of FPH: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 135886 (value 694377; 0.00% of shares outstanding; change 0.00)
Holder of FPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 105036 (value 549338; 0.00% of shares outstanding; change 0.12)
Holder of FPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 210353 (value 1100146; 0.00% of shares outstanding; change 0.00)
Holder of FPH: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 236916 (value 1239070; 0.00% of shares outstanding; change 0.12)
Holder of FPH: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 176648 (value 923869; 0.00% of shares outstanding; change -0.08)
Holder of FPH: John Hancock Funds II-Fundamental All Cap Core Fund
Shares held as of 2026-04-30: 199618 (value 1040009; 0.00% of shares outstanding; change -0.06)
Holder of FPH: Third Avenue Trust-THIRD AVENUE REAL ESTATE VALUE FUND
Shares held as of 2026-04-30: 2674298 (value 13986578; 0.04% of shares outstanding; change -0.10)
Holder of FPH: Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND
Shares held as of 2026-04-30: 962705 (value 5034947; 0.01% of shares outstanding; change 0.00)
Holder of FPH: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 135886 (value 707966; 0.00% of shares outstanding; change 0.00)
Holder of FPH: John Hancock Funds II-Fundamental All Cap Core Fund
Shares held as of 2026-05-31: 188915 (value 988025; 0.00% of shares outstanding; change -0.05)
Holder of FPH: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 135194 (value 707064; 0.00% of shares outstanding; change -0.01)
Holder of FPH.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5459254 (value 166943986; 0.01% of shares outstanding; change 0.02)
Holder of FPH.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 1571214 (value 48503377; 0.00% of shares outstanding; change 0.04)
Holder of FPH.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 1091828 (value 33388100; 0.00% of shares outstanding; change 0.00)
Holder of FPH.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1279934 (value 39511563; 0.00% of shares outstanding; change 0.02)
Holder of FPH.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8453367 (value 260955446; 0.01% of shares outstanding; change 0.01)
Holder of FPH.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1224912 (value 40030124; 0.00% of shares outstanding; change 0.01)
Holder of FPH.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 2161182 (value 66088945; 0.00% of shares outstanding; change 0.01)
Holder of FPH.AX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2510000 (value 82026800; 0.00% of shares outstanding; change 0.00)
Holder of FPH.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5582166 (value 182425186; 0.01% of shares outstanding; change 0.02)
Holder of FPH.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2185402 (value 67463361; 0.00% of shares outstanding; change 0.01)
Holder of FPH.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 1099673 (value 33946906; 0.00% of shares outstanding; change 0.04)
Holder of FPH.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 1596651 (value 52178555; 0.00% of shares outstanding; change 0.02)
Holder of FPH.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1334581 (value 43614107; 0.00% of shares outstanding; change 0.04)
Holder of FPH.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8457158 (value 276379926; 0.01% of shares outstanding; change 0.00)
Holder of FPH.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4236880 (value 135453050; 0.01% of shares outstanding; change 0.01)
Holder of FPH.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 2034449 (value 62803442; 0.00% of shares outstanding; change 0.00)
Holder of FPH.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2210128 (value 72226983; 0.00% of shares outstanding; change 0.01)
Holder of FPH.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 1123209 (value 36706470; 0.00% of shares outstanding; change 0.02)
Holder of FPH.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4267135 (value 139449973; 0.01% of shares outstanding; change 0.01)
Holder of FPH.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 2057689 (value 67245277; 0.00% of shares outstanding; change 0.01)
Holder of FPI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 424751 (value 4362192; 0.01% of shares outstanding; change -0.09)
Holder of FPI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1233055 (value 12663475; 0.03% of shares outstanding; change 0.06)
Holder of FPI: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 274291 (value 2660622; 0.01% of shares outstanding; change -0.03)
Holder of FPI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1565440 (value 15184767; 0.04% of shares outstanding; change -0.03)
Holder of FPI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 384644 (value 3731046; 0.01% of shares outstanding; change 0.01)
Holder of FPI: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 276178 (value 2651308; 0.01% of shares outstanding; change 0.05)
Holder of FPI: DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund
Shares held as of 2026-03-31: 900000 (value 8640000; 0.02% of shares outstanding; change 0.00)
Holder of FPI: Series Portfolios Trust-Palm Valley Capital Fund
Shares held as of 2026-03-31: 205487 (value 1972675; 0.00% of shares outstanding; change -0.28)
Holder of FPI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 453610 (value 4354656; 0.01% of shares outstanding; change 0.07)
Holder of FPI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1233055 (value 11837328; 0.03% of shares outstanding; change 0.00)
Holder of FPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 990456 (value 10171983; 0.02% of shares outstanding; change -0.02)
Holder of FPI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 345083 (value 3544002; 0.01% of shares outstanding; change 0.01)
Holder of FPI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 391511 (value 3758505; 0.01% of shares outstanding; change 0.02)
Holder of FPI: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 269038 (value 2582764; 0.01% of shares outstanding; change -0.02)
Holder of FPI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1518473 (value 14577341; 0.03% of shares outstanding; change -0.03)
Holder of FPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 951639 (value 9192832; 0.02% of shares outstanding; change -0.04)
Holder of FPI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 341138 (value 3295393; 0.01% of shares outstanding; change -0.01)
Holder of FPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 960702 (value 9222739; 0.02% of shares outstanding; change 0.01)
Holder of FPI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 344031 (value 3302697; 0.01% of shares outstanding; change 0.01)
Holder of FPMB.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 12243672 (value 706337420; 0.01% of shares outstanding; change 0.00)
Holder of FPMB.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 10398985 (value 570592295; 0.01% of shares outstanding; change -0.14)
Holder of FPMB.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 23738219 (value 1214447280; 0.02% of shares outstanding; change 0.00)
Holder of FPMB.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 18354171 (value 1058852099; 0.01% of shares outstanding; change 0.00)
Holder of FPMB.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 8262509 (value 476664132; 0.01% of shares outstanding; change -0.02)
Holder of FPMB.DE: Investment Co of America
Shares held as of 2026-03-31: 8262509 (value 422709959; 0.01% of shares outstanding; change -0.02)
Holder of FPMB.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 36521524 (value 2003935982; 0.03% of shares outstanding; change 0.01)
Holder of FPMB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 45638896 (value 2504206174; 0.03% of shares outstanding; change 0.01)
Holder of FPMB.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 13291959 (value 729329776; 0.01% of shares outstanding; change 0.01)
Holder of FPMB.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 8103965 (value 444664550; 0.01% of shares outstanding; change -0.02)
Holder of FPMB.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 12929053 (value 709417124; 0.01% of shares outstanding; change 0.06)
Holder of FPMB.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 17212643 (value 992997351; 0.01% of shares outstanding; change 0.03)
Holder of FPMB.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 18589615 (value 1072434863; 0.01% of shares outstanding; change 0.01)
Holder of FPMB.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 18391904 (value 1009163752; 0.01% of shares outstanding; change 0.00)
Holder of FPMB.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 18935283 (value 1038978957; 0.01% of shares outstanding; change 0.02)
Holder of FPMB.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 24291934 (value 1332898392; 0.02% of shares outstanding; change 0.02)
Holder of FPMB.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 17374577 (value 953343021; 0.01% of shares outstanding; change 0.00)
Holder of FPS: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 1638061 (value 58790008; 0.01% of shares outstanding; change 1.00)
Holder of FPS: BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)-Baron Asset Fund
Shares held as of 2026-03-31: 873738 (value 47758518; 0.00% of shares outstanding; change 1.00)
Holder of FPS: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 1375000 (value 49348749; 0.01% of shares outstanding; change 1.00)
Holder of FPS: BARON INVESTMENT Fd.S TRT -Baron Opportunity Fd.
Shares held as of 2026-03-31: 691290 (value 37785911; 0.00% of shares outstanding; change 1.00)
Holder of FPS: Fidelity Contrafund
Shares held as of 2026-03-31: 1172249 (value 64075130; 0.00% of shares outstanding; change 0.15)
Holder of FPS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2382974 (value 140905255; 0.01% of shares outstanding; change 14.59)
Holder of FPS: Franklin Custodian Funds-FRANKLIN DYNATECH FUND
Shares held as of 2026-03-31: 1200000 (value 43067999; 0.00% of shares outstanding; change 1.00)
Holder of FPS: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-03-31: 3355347 (value 120423401; 0.01% of shares outstanding; change 1.00)
Holder of FPS: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 900176 (value 49203620; 0.00% of shares outstanding; change 1.00)
Holder of FPS: JANUS INVESTMENT Fd.-Janus Henderson Global Technology and Innovation 
Shares held as of 2026-03-31: 1257952 (value 45147896; 0.00% of shares outstanding; change 1.00)
Holder of FPS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1096845 (value 50180658; 0.00% of shares outstanding; change 1.00)
Holder of FPS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1957543 (value 70256217; 0.01% of shares outstanding; change 1.00)
Holder of FPS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2696846 (value 96789801; 0.01% of shares outstanding; change 1.00)
Holder of FPS: AIM Investment Fd.s -Invesco Discovery Mid Cap Growth Fd.
Shares held as of 2026-04-30: 1334507 (value 47895455; 0.01% of shares outstanding; change 1.00)
Holder of FPS: Fidelity Contrafund
Shares held as of 2026-04-30: 1172249 (value 72491878; 0.00% of shares outstanding; change 0.00)
Holder of FPS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2407074 (value 148853456; 0.01% of shares outstanding; change 0.01)
Holder of FPS: Fidelity Contrafund
Shares held as of 2026-05-31: 1172249 (value 42072015; 0.00% of shares outstanding; change 0.00)
Holder of FPS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2407074 (value 86389884; 0.01% of shares outstanding; change 0.00)
Holder of FPS: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-05-31: 3686489 (value 183955806; 0.01% of shares outstanding; change 0.10)
Holder of FPS: JANUS INVESTMENT Fd.-Janus Henderson Global Technology and Innovation 
Shares held as of 2026-05-31: 1254798 (value 62614422; 0.00% of shares outstanding; change 0.00)
Holder of FPX.V: SPROTT FUNDS TRUST-Sprott Nickel Miners ETF
Shares held as of 2025-12-31: 1085750 (value 510302; 0.00% of shares outstanding; change 1.00)
Holder of FPX.V: SPROTT FUNDS TRUST-Sprott Nickel Miners ETF
Shares held as of 2026-03-31: 2919250 (value 1050930; 0.01% of shares outstanding; change 1.69)
Holder of FR: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 950627 (value 58815291; 0.01% of shares outstanding; change 0.09)
Holder of FR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1427946 (value 88347017; 0.01% of shares outstanding; change 0.01)
Holder of FR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3004242 (value 185872449; 0.02% of shares outstanding; change -0.04)
Holder of FR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1937510 (value 119873741; 0.01% of shares outstanding; change -0.04)
Holder of FR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4169825 (value 257987068; 0.03% of shares outstanding; change 0.00)
Holder of FR: Thrivent Mutual Funds-Thrivent Mid Cap Stock Fund
Shares held as of 2026-01-31: 1181374 (value 74568325; 0.01% of shares outstanding; change -0.02)
Holder of FR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4943719 (value 312047537; 0.04% of shares outstanding; change 0.01)
Holder of FR: Columbia Funds Series Trust-Columbia Select Mid Cap Value Fund
Shares held as of 2026-02-28: 998456 (value 66886565; 0.01% of shares outstanding; change 0.00)
Holder of FR: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 950627 (value 63682500; 0.01% of shares outstanding; change 0.00)
Holder of FR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1478951 (value 99074924; 0.01% of shares outstanding; change 0.04)
Holder of FR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3055684 (value 204700264; 0.02% of shares outstanding; change 0.02)
Holder of FR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1945878 (value 130354363; 0.01% of shares outstanding; change 0.00)
Holder of FR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4202246 (value 281508450; 0.03% of shares outstanding; change 0.01)
Holder of FR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1002615 (value 63736235; 0.01% of shares outstanding; change 0.00)
Holder of FR: Thrivent Mutual Funds-Thrivent Mid Cap Stock Fund
Shares held as of 2026-04-30: 1181374 (value 79140241; 0.01% of shares outstanding; change 0.00)
Holder of FR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4916349 (value 329346209; 0.04% of shares outstanding; change -0.01)
Holder of FR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4473882 (value 282391427; 0.03% of shares outstanding; change 0.02)
Holder of FR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 992830 (value 64543880; 0.01% of shares outstanding; change -0.01)
Holder of FR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4495795 (value 301173297; 0.03% of shares outstanding; change 0.00)
Holder of FR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1020012 (value 68330601; 0.01% of shares outstanding; change 0.03)
Holder of FR.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1976116 (value 29878873; 0.01% of shares outstanding; change 0.02)
Holder of FR.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1136265 (value 15867940; 0.00% of shares outstanding; change 0.13)
Holder of FR.PA: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 3352490 (value 46817523; 0.01% of shares outstanding; change 0.00)
Holder of FR.PA: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 2581615 (value 36052253; 0.01% of shares outstanding; change 0.05)
Holder of FR.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3038459 (value 42432080; 0.01% of shares outstanding; change 0.01)
Holder of FR.PA: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 1388808 (value 17547589; 0.01% of shares outstanding; change -0.01)
Holder of FR.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 10591073 (value 131276354; 0.04% of shares outstanding; change 0.00)
Holder of FR.PA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3890669 (value 48224844; 0.02% of shares outstanding; change 1.00)
Holder of FR.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2033977 (value 25211145; 0.01% of shares outstanding; change 0.03)
Holder of FR.PA: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 5531244 (value 80368973; 0.02% of shares outstanding; change 0.00)
Holder of FR.PA: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1572782 (value 19494633; 0.01% of shares outstanding; change 0.38)
Holder of FR.PA: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 1397055 (value 17316497; 0.01% of shares outstanding; change 0.29)
Holder of FR.PA: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 3352490 (value 41554115; 0.01% of shares outstanding; change 0.00)
Holder of FR.PA: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 2848532 (value 35307555; 0.01% of shares outstanding; change 0.10)
Holder of FR.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3038459 (value 37661700; 0.01% of shares outstanding; change 0.00)
Holder of FR.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1582510 (value 19995014; 0.01% of shares outstanding; change 0.01)
Holder of FR.PA: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 5358683 (value 67706960; 0.02% of shares outstanding; change -0.03)
Holder of FR.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1595395 (value 19774921; 0.01% of shares outstanding; change 0.01)
Holder of FR.PA: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 4828396 (value 59847970; 0.02% of shares outstanding; change -0.10)
Holder of FRA: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 962781 (value 10359523; 0.03% of shares outstanding; change 1.00)
Holder of FRA: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 206185 (value 2218550; 0.01% of shares outstanding; change -0.10)