speb/financial-data huggingface dataset:
Holder of PRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 468626 (value 147425051; 0.02% of shares outstanding; change 0.00)
Holder of PRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1014827 (value 319254422; 0.03% of shares outstanding; change 0.02)
Holder of PRI: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 426287 (value 134105625; 0.01% of shares outstanding; change -0.03)
Holder of PRI: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 465408 (value 146412701; 0.01% of shares outstanding; change 0.00)
Holder of PRI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1077456 (value 303605550; 0.03% of shares outstanding; change 0.02)
Holder of PRI: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 337722 (value 104876192; 0.01% of shares outstanding; change 0.01)
Holder of PRI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1082718 (value 340612251; 0.03% of shares outstanding; change 0.00)
Holder of PRI: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 352898 (value 111018180; 0.01% of shares outstanding; change 0.04)
Holder of PRIM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1164814 (value 146510303; 0.02% of shares outstanding; change -0.04)
Holder of PRIM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 751041 (value 94465936; 0.01% of shares outstanding; change -0.04)
Holder of PRIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1622549 (value 204084211; 0.03% of shares outstanding; change 0.00)
Holder of PRIM: Vanguard Explorer Fund
Shares held as of 2026-01-31: 972378 (value 98501894; 0.02% of shares outstanding; change 0.19)
Holder of PRIM: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 593760 (value 74683132; 0.01% of shares outstanding; change -0.22)
Holder of PRIM: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 2139194 (value 260639389; 0.04% of shares outstanding; change -0.05)
Holder of PRIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 603071 (value 52171673; 0.01% of shares outstanding; change 0.03)
Holder of PRIM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1184129 (value 102439002; 0.02% of shares outstanding; change 0.02)
Holder of PRIM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 754033 (value 65231396; 0.01% of shares outstanding; change 0.00)
Holder of PRIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1636941 (value 141611769; 0.03% of shares outstanding; change 0.01)
Holder of PRIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1323938 (value 166524920; 0.02% of shares outstanding; change 0.00)
Holder of PRIM: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 2132894 (value 184516664; 0.04% of shares outstanding; change 0.00)
Holder of PRIM: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1266072 (value 154258207; 0.02% of shares outstanding; change -0.35)
Holder of PRIM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 793272 (value 96652257; 0.01% of shares outstanding; change 0.01)
Holder of PRIM: Vanguard Explorer Fund
Shares held as of 2026-04-30: 972378 (value 84120422; 0.02% of shares outstanding; change 0.00)
Holder of PRIM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3292103 (value 333490043; 0.06% of shares outstanding; change 0.01)
Holder of PRIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1276246 (value 129283723; 0.02% of shares outstanding; change -0.04)
Holder of PRIM: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1303296 (value 112748139; 0.02% of shares outstanding; change 0.03)
Holder of PRIM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 801390 (value 68887483; 0.01% of shares outstanding; change 0.01)
Holder of PRIM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3278123 (value 283590427; 0.06% of shares outstanding; change 0.00)
Holder of PRIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1297371 (value 112235567; 0.02% of shares outstanding; change 0.02)
Holder of PRIM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 713536 (value 61728000; 0.01% of shares outstanding; change -0.11)
Holder of PRK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 154389 (value 26486976; 0.01% of shares outstanding; change 0.01)
Holder of PRK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 327965 (value 56265674; 0.02% of shares outstanding; change -0.04)
Holder of PRK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 211729 (value 36324226; 0.01% of shares outstanding; change -0.04)
Holder of PRK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 459966 (value 78911765; 0.03% of shares outstanding; change -0.01)
Holder of PRK: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2025-12-31: 99956 (value 17148451; 0.01% of shares outstanding; change 0.00)
Holder of PRK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 145117 (value 25630563; 0.01% of shares outstanding; change 0.01)
Holder of PRK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 179010 (value 33757706; 0.01% of shares outstanding; change 0.16)
Holder of PRK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 375419 (value 70796515; 0.02% of shares outstanding; change 0.14)
Holder of PRK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 238735 (value 45020646; 0.01% of shares outstanding; change 0.13)
Holder of PRK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 528412 (value 99647935; 0.03% of shares outstanding; change 0.15)
Holder of PRK: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 99956 (value 18437884; 0.01% of shares outstanding; change 0.00)
Holder of PRK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 363570 (value 62374068; 0.02% of shares outstanding; change 0.01)
Holder of PRK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 127283 (value 21836671; 0.01% of shares outstanding; change 0.00)
Holder of PRK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 146786 (value 27680904; 0.01% of shares outstanding; change 0.01)
Holder of PRK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 147202 (value 25998816; 0.01% of shares outstanding; change 0.01)
Holder of PRK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 980101 (value 173105433; 0.05% of shares outstanding; change 0.02)
Holder of PRK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 349269 (value 61687889; 0.02% of shares outstanding; change -0.04)
Holder of PRK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 125828 (value 22223740; 0.01% of shares outstanding; change -0.01)
Holder of PRK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 148549 (value 27401349; 0.01% of shares outstanding; change 0.01)
Holder of PRK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 975499 (value 183959603; 0.05% of shares outstanding; change 0.00)
Holder of PRK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 352608 (value 66494817; 0.02% of shares outstanding; change 0.01)
Holder of PRK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 127686 (value 24079026; 0.01% of shares outstanding; change 0.01)
Holder of PRK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 148199 (value 27947367; 0.01% of shares outstanding; change 0.00)
Holder of PRK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 136761 (value 25790389; 0.01% of shares outstanding; change 0.67)
Holder of PRKS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 293510 (value 11778556; 0.01% of shares outstanding; change 0.00)
Holder of PRKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 619896 (value 24876427; 0.01% of shares outstanding; change -0.05)
Holder of PRKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 857530 (value 34412679; 0.02% of shares outstanding; change 0.00)
Holder of PRKS: AMG Funds IV-AMG River Road Small Cap Value Fund
Shares held as of 2026-01-31: 443287 (value 20674905; 0.01% of shares outstanding; change 0.00)
Holder of PRKS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 234146 (value 10920569; 0.01% of shares outstanding; change -0.05)
Holder of PRKS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 265478 (value 12381893; 0.01% of shares outstanding; change 0.01)
Holder of PRKS: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 285298 (value 11631599; 0.01% of shares outstanding; change 1.00)
Holder of PRKS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 304209 (value 13637690; 0.01% of shares outstanding; change 0.04)
Holder of PRKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 568141 (value 25469762; 0.01% of shares outstanding; change -0.08)
Holder of PRKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 360528 (value 16162470; 0.01% of shares outstanding; change 0.81)
Holder of PRKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 764030 (value 34251466; 0.02% of shares outstanding; change -0.11)
Holder of PRKS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 666549 (value 26748612; 0.01% of shares outstanding; change 0.00)
Holder of PRKS: AMG Funds IV-AMG River Road Small Cap Value Fund
Shares held as of 2026-04-30: 436441 (value 19565650; 0.01% of shares outstanding; change -0.02)
Holder of PRKS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 240568 (value 10784663; 0.01% of shares outstanding; change 0.03)
Holder of PRKS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 268334 (value 12029413; 0.01% of shares outstanding; change 0.01)
Holder of PRKS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 250833 (value 11698850; 0.01% of shares outstanding; change 0.00)
Holder of PRKS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1664429 (value 77628967; 0.04% of shares outstanding; change 0.02)
Holder of PRKS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 640444 (value 29870307; 0.01% of shares outstanding; change -0.04)
Holder of PRKS: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 227315 (value 10190531; 0.00% of shares outstanding; change 0.00)
Holder of PRKS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 253069 (value 11861343; 0.01% of shares outstanding; change 0.01)
Holder of PRKS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1654491 (value 74170834; 0.04% of shares outstanding; change -0.01)
Holder of PRKS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 646539 (value 28984344; 0.01% of shares outstanding; change 0.01)
Holder of PRL.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 420289 (value 132937405; 0.01% of shares outstanding; change 0.00)
Holder of PRL.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 493656 (value 156143386; 0.01% of shares outstanding; change 0.00)
Holder of PRL.DE: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 324372 (value 108275369; 0.01% of shares outstanding; change 0.08)
Holder of PRL.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 474726 (value 150155828; 0.01% of shares outstanding; change -0.08)
Holder of PRL.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 983356 (value 327064211; 0.03% of shares outstanding; change 0.01)
Holder of PRL.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 846740 (value 281625729; 0.02% of shares outstanding; change 0.01)
Holder of PRL.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1162087 (value 386510143; 0.03% of shares outstanding; change 0.00)
Holder of PRL.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 428989 (value 142681744; 0.01% of shares outstanding; change 0.02)
Holder of PRL.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 497888 (value 157481968; 0.01% of shares outstanding; change -0.03)
Holder of PRL.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 461737 (value 146047407; 0.01% of shares outstanding; change 0.03)
Holder of PRL.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 500077 (value 158174348; 0.01% of shares outstanding; change 0.00)
Holder of PRL.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 494670 (value 164527245; 0.01% of shares outstanding; change 0.00)
Holder of PRL.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 496111 (value 165601845; 0.01% of shares outstanding; change 0.00)
Holder of PRL.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 474726 (value 157893870; 0.01% of shares outstanding; change 0.00)
Holder of PRL.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 509553 (value 169477330; 0.01% of shares outstanding; change 0.02)
Holder of PRL.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 616354 (value 204999344; 0.02% of shares outstanding; change 1.20)
Holder of PRL.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 483570 (value 160835384; 0.01% of shares outstanding; change -0.03)
Holder of PRL.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 468469 (value 155812792; 0.01% of shares outstanding; change 0.01)
Holder of PRLB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 257199 (value 19485396; 0.01% of shares outstanding; change 0.01)
Holder of PRLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 538109 (value 40767138; 0.02% of shares outstanding; change -0.05)
Holder of PRLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 346475 (value 26248946; 0.01% of shares outstanding; change -0.04)
Holder of PRLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 751595 (value 56940838; 0.03% of shares outstanding; change -0.04)
Holder of PRLB: -Disciplined Growth Investors Fund
Shares held as of 2026-01-31: 269504 (value 21845993; 0.01% of shares outstanding; change 0.02)
Holder of PRLB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 265964 (value 21559041; 0.01% of shares outstanding; change -0.03)
Holder of PRLB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 232911 (value 18879765; 0.01% of shares outstanding; change 0.01)
Holder of PRLB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 263790 (value 20638929; 0.01% of shares outstanding; change 0.03)
Holder of PRLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 548583 (value 42921132; 0.02% of shares outstanding; change 0.02)
Holder of PRLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 349175 (value 27319451; 0.01% of shares outstanding; change 0.01)
Holder of PRLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 751595 (value 58804791; 0.03% of shares outstanding; change 0.00)
Holder of PRLB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 582527 (value 44132246; 0.02% of shares outstanding; change 0.01)
Holder of PRLB: -Disciplined Growth Investors Fund
Shares held as of 2026-04-30: 234559 (value 18351895; 0.01% of shares outstanding; change -0.13)
Holder of PRLB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 257695 (value 20162056; 0.01% of shares outstanding; change -0.03)
Holder of PRLB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 235050 (value 18390311; 0.01% of shares outstanding; change 0.01)
Holder of PRLB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 214387 (value 17378209; 0.01% of shares outstanding; change 0.00)
Holder of PRLB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1444098 (value 117058580; 0.06% of shares outstanding; change 0.02)
Holder of PRLB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 559827 (value 45379575; 0.02% of shares outstanding; change -0.04)
Holder of PRLB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 216363 (value 16097407; 0.01% of shares outstanding; change 0.01)
Holder of PRLB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1435183 (value 112288714; 0.06% of shares outstanding; change -0.01)
Holder of PRLB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 568868 (value 44508231; 0.02% of shares outstanding; change 0.02)
Holder of PRLB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 218729 (value 17113356; 0.01% of shares outstanding; change 0.01)
Holder of PRLD: T. ROWE PRICE Eqy. SERIES, INC.-T. Rowe Price Health Sciences PORT.
Shares held as of 2025-12-31: 42748 (value 167572; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 516220 (value 1966798; 0.01% of shares outstanding; change -0.18)
Holder of PRLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 285294 (value 1118352; 0.00% of shares outstanding; change 0.76)
Holder of PRLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 936001 (value 3669123; 0.01% of shares outstanding; change 0.33)
Holder of PRLD: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 50000 (value 191499; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 135646 (value 516811; 0.00% of shares outstanding; change 0.04)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 32538 (value 123969; 0.00% of shares outstanding; change 0.58)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 36601 (value 139449; 0.00% of shares outstanding; change 0.02)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 43616 (value 166176; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 263156 (value 1007887; 0.00% of shares outstanding; change -0.08)
Holder of PRLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 936001 (value 3584883; 0.01% of shares outstanding; change 0.00)
Holder of PRLD: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 18431 (value 77410; 0.00% of shares outstanding; change 1.00)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 135152 (value 583856; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 32538 (value 140564; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 36601 (value 158116; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 43616 (value 188421; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Small Cap II Fund
Shares held as of 2026-04-30: 75100 (value 324432; 0.00% of shares outstanding; change 1.00)
Holder of PRLD: SEI INSTITUTIONAL MANAGED TRUST-SIMT TAX-MANAGED SMALL/MID CAP FUND
Shares held as of 2026-04-30: 20000 (value 86400; 0.00% of shares outstanding; change 1.00)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 127839 (value 489623; 0.00% of shares outstanding; change -0.05)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 32538 (value 124620; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 36601 (value 140181; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 43616 (value 167049; 0.00% of shares outstanding; change 0.00)
Holder of PRLD: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Small Cap II Fund
Shares held as of 2026-05-31: 82100 (value 314442; 0.00% of shares outstanding; change 0.09)
Holder of PRLD: SEI INSTITUTIONAL MANAGED TRUST-SIMT TAX-MANAGED SMALL/MID CAP FUND
Shares held as of 2026-05-31: 131486 (value 503591; 0.00% of shares outstanding; change 5.57)
Holder of PRLD: Invesco Exch-Trd Self-Indexed Fd. TRT-Invesco Russell 2000 Dynamic Mul
Shares held as of 2026-06-30: 19657 (value 75286; 0.00% of shares outstanding; change 1.00)
Holder of PRM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1513503 (value 48855874; 0.01% of shares outstanding; change 0.02)
Holder of PRM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4381475 (value 141434007; 0.03% of shares outstanding; change -0.01)
Holder of PRM: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 7969226 (value 301077348; 0.05% of shares outstanding; change -0.02)
Holder of PRM: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-02-28: 1074414 (value 34682082; 0.01% of shares outstanding; change 0.09)
Holder of PRM: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 2489384 (value 94048924; 0.02% of shares outstanding; change -0.02)
Holder of PRM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1361241 (value 51427683; 0.01% of shares outstanding; change 0.01)
Holder of PRM: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 2146758 (value 72410146; 0.01% of shares outstanding; change -0.01)
Holder of PRM: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 1075642 (value 36281404; 0.01% of shares outstanding; change 0.32)
Holder of PRM: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 1198280 (value 45271016; 0.01% of shares outstanding; change 0.00)
Holder of PRM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1567278 (value 52864286; 0.01% of shares outstanding; change 0.04)
Holder of PRM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4456796 (value 150327727; 0.03% of shares outstanding; change 0.02)
Holder of PRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3402464 (value 109831533; 0.02% of shares outstanding; change 0.00)
Holder of PRM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1193611 (value 38529761; 0.01% of shares outstanding; change -0.01)
Holder of PRM: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2478521 (value 83600512; 0.02% of shares outstanding; change 0.00)
Holder of PRM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1376164 (value 46418011; 0.01% of shares outstanding; change 0.01)
Holder of PRM: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 1198280 (value 40417983; 0.01% of shares outstanding; change 0.00)
Holder of PRM: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 8118652 (value 273842128; 0.05% of shares outstanding; change 0.02)
Holder of PRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3277843 (value 123836904; 0.02% of shares outstanding; change -0.04)
Holder of PRM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1188879 (value 44915847; 0.01% of shares outstanding; change 0.00)
Holder of PRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3330207 (value 112327880; 0.02% of shares outstanding; change 0.02)
Holder of PRM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1207318 (value 40722835; 0.01% of shares outstanding; change 0.02)
Holder of PRMB: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2025-12-31: 3498484 (value 86762400; 0.01% of shares outstanding; change 0.35)
Holder of PRMB: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 11620595 (value 288190747; 0.03% of shares outstanding; change 1.91)
Holder of PRMB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2712879 (value 67279397; 0.01% of shares outstanding; change 0.00)
Holder of PRMB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 3076593 (value 76299504; 0.01% of shares outstanding; change -0.05)
Holder of PRMB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5460454 (value 135419255; 0.02% of shares outstanding; change -0.05)
Holder of PRMB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7663543 (value 190055860; 0.02% of shares outstanding; change 0.00)
Holder of PRMB: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 6112063 (value 138743834; 0.02% of shares outstanding; change 1.10)
Holder of PRMB: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 10714105 (value 260031333; 0.03% of shares outstanding; change 0.00)
Holder of PRMB: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 5027600 (value 115383423; 0.01% of shares outstanding; change 0.00)
Holder of PRMB: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 3450332 (value 78322539; 0.01% of shares outstanding; change -0.01)
Holder of PRMB: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 3135900 (value 77770317; 0.01% of shares outstanding; change 0.17)
Holder of PRMB: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 11123395 (value 252501074; 0.03% of shares outstanding; change -0.04)
Holder of PRMB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2777886 (value 63058014; 0.01% of shares outstanding; change 0.02)
Holder of PRMB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3048506 (value 69201088; 0.01% of shares outstanding; change -0.01)
Holder of PRMB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5454240 (value 123811252; 0.02% of shares outstanding; change 0.00)
Holder of PRMB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7519583 (value 170694539; 0.02% of shares outstanding; change -0.02)
Holder of PRMB: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 5027600 (value 124785030; 0.01% of shares outstanding; change 0.00)
Holder of PRMB: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 2946900 (value 71521264; 0.01% of shares outstanding; change -0.06)
Holder of PRMB: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 8629582 (value 195891517; 0.02% of shares outstanding; change -0.19)
Holder of PRMB: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 5027600 (value 114126523; 0.01% of shares outstanding; change 0.00)
Holder of PRMB: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 2340400 (value 53127081; 0.01% of shares outstanding; change -0.21)
Holder of PRME: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 967871 (value 2961685; 0.01% of shares outstanding; change -0.38)
Holder of PRME: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1223042 (value 4341799; 0.01% of shares outstanding; change -0.50)
Holder of PRME: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1250905 (value 3827769; 0.01% of shares outstanding; change -0.44)
Holder of PRME: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1199501 (value 4258228; 0.01% of shares outstanding; change 0.72)
Holder of PRME: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2972050 (value 10550777; 0.02% of shares outstanding; change 0.00)
Holder of PRME: ARK Venture Fund
Shares held as of 2026-01-31: 1078676 (value 3484123; 0.01% of shares outstanding; change 0.40)
Holder of PRME: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 974608 (value 3147983; 0.01% of shares outstanding; change 0.01)
Holder of PRME: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 969949 (value 2861349; 0.01% of shares outstanding; change 0.00)
Holder of PRME: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1221196 (value 3602528; 0.01% of shares outstanding; change 0.00)
Holder of PRME: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1518427 (value 4479359; 0.01% of shares outstanding; change 0.21)
Holder of PRME: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1250599 (value 3689267; 0.01% of shares outstanding; change 0.04)
Holder of PRME: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3120450 (value 9205327; 0.02% of shares outstanding; change 0.05)
Holder of PRME: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2534585 (value 8997776; 0.01% of shares outstanding; change 0.04)
Holder of PRME: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-04-30: 4925864 (value 17486816; 0.03% of shares outstanding; change 0.03)
Holder of PRME: ARK Venture Fund
Shares held as of 2026-04-30: 2480347 (value 7317023; 0.01% of shares outstanding; change 1.30)
Holder of PRME: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1014920 (value 2994014; 0.01% of shares outstanding; change 0.04)
Holder of PRME: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 4484396 (value 14484599; 0.02% of shares outstanding; change 0.13)
Holder of PRME: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2435386 (value 7866296; 0.01% of shares outstanding; change -0.04)
Holder of PRME: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-05-31: 4491076 (value 14506175; 0.02% of shares outstanding; change -0.09)
Holder of PRME: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 4432598 (value 16755220; 0.02% of shares outstanding; change -0.01)
Holder of PRME: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2458547 (value 7252713; 0.01% of shares outstanding; change 0.01)
Holder of PRME: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 4830568 (value 14250175; 0.03% of shares outstanding; change 0.08)
Holder of PRME: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 5206987 (value 15360611; 0.03% of shares outstanding; change 0.17)
Holder of PRN.TO: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 70618 (value 677932; 0.00% of shares outstanding; change 1.00)
Holder of PRN.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 908 (value 8716; 0.00% of shares outstanding; change 0.00)
Holder of PRN.TO: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 270997 (value 2601571; 0.01% of shares outstanding; change 0.03)
Holder of PRN.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 21346 (value 199585; 0.00% of shares outstanding; change 0.00)
Holder of PRN.TO: ROYCE CAPITAL FUND-Royce Capital Fund - Micro-Cap Portfolio
Shares held as of 2026-03-31: 102757 (value 1056341; 0.00% of shares outstanding; change 0.06)
Holder of PRN.TO: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 322570 (value 3316019; 0.01% of shares outstanding; change 0.10)
Holder of PRN.TO: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 691021 (value 7103695; 0.02% of shares outstanding; change 0.15)
Holder of PRN.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 3806 (value 39125; 0.00% of shares outstanding; change 1.00)
Holder of PRN.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 4590 (value 47185; 0.00% of shares outstanding; change 1.00)
Holder of PRN.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 1891 (value 19439; 0.00% of shares outstanding; change 1.00)
Holder of PRN.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 908 (value 9334; 0.00% of shares outstanding; change 0.00)
Holder of PRN.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 22878 (value 219628; 0.00% of shares outstanding; change 0.07)
Holder of PRN.TO: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 282547 (value 2904583; 0.01% of shares outstanding; change 0.04)
Holder of PRN.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 22878 (value 235185; 0.00% of shares outstanding; change 0.00)
Holder of PRN.TO: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 15454 (value 158867; 0.00% of shares outstanding; change 1.00)
Holder of PROF: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 70618 (value 485145; 0.00% of shares outstanding; change 1.00)
Holder of PROF: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 908 (value 6237; 0.00% of shares outstanding; change 0.00)
Holder of PROF: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 270997 (value 1861749; 0.01% of shares outstanding; change 0.03)
Holder of PROF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 21346 (value 142164; 0.00% of shares outstanding; change 0.00)
Holder of PROF: ROYCE CAPITAL FUND-Royce Capital Fund - Micro-Cap Portfolio
Shares held as of 2026-03-31: 102757 (value 746015; 0.00% of shares outstanding; change 0.06)
Holder of PROF: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 322570 (value 2341858; 0.01% of shares outstanding; change 0.10)
Holder of PROF: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 691021 (value 5016812; 0.02% of shares outstanding; change 0.15)
Holder of PROF: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 3806 (value 27631; 0.00% of shares outstanding; change 1.00)
Holder of PROF: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 4590 (value 33323; 0.00% of shares outstanding; change 1.00)
Holder of PROF: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 1891 (value 13728; 0.00% of shares outstanding; change 1.00)
Holder of PROF: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 908 (value 6592; 0.00% of shares outstanding; change 0.00)
Holder of PROF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 22878 (value 157171; 0.00% of shares outstanding; change 0.07)
Holder of PROF: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 282547 (value 2051291; 0.01% of shares outstanding; change 0.04)
Holder of PROF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 22878 (value 166094; 0.00% of shares outstanding; change 0.00)
Holder of PROF: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 15454 (value 112196; 0.00% of shares outstanding; change 1.00)
Holder of PROK: Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio
Shares held as of 2025-12-31: 1082616 (value 1981187; 0.01% of shares outstanding; change 0.27)
Holder of PROK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1075784 (value 1968684; 0.01% of shares outstanding; change 0.04)
Holder of PROK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 513010 (value 769515; 0.00% of shares outstanding; change 0.01)
Holder of PROK: Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio
Shares held as of 2026-03-31: 1082616 (value 1623924; 0.01% of shares outstanding; change 0.00)
Holder of PROK: EQ Advisors Trust-EQ/Morgan Stanley Small Cap Growth Portfolio
Shares held as of 2026-03-31: 204920 (value 307380; 0.00% of shares outstanding; change 0.14)
Holder of PROK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 555262 (value 999471; 0.00% of shares outstanding; change 0.00)
Holder of PROK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 192034 (value 345661; 0.00% of shares outstanding; change 0.00)
Holder of PROK: MORGAN STANLEY INSTITUTIONAL FUND INC-Inception Portfolio
Shares held as of 2026-03-31: 292440 (value 438660; 0.00% of shares outstanding; change 0.00)
Holder of PROK: MORGAN STANLEY INSTITUTIONAL FUND TRUST-Discovery Portfolio
Shares held as of 2026-03-31: 820877 (value 1231315; 0.00% of shares outstanding; change 0.00)
Holder of PROK: MORGAN STANLEY VARIABLE INSURANCE FUND INC.-Discovery Portfolio
Shares held as of 2026-03-31: 170911 (value 256366; 0.00% of shares outstanding; change 0.00)
Holder of PROK: Morgan Stanley Insight Fund
Shares held as of 2026-03-31: 1119402 (value 1679103; 0.01% of shares outstanding; change 0.00)
Holder of PROK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1146937 (value 1720405; 0.01% of shares outstanding; change 0.07)
Holder of PROK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 553241 (value 1012431; 0.00% of shares outstanding; change 0.00)
Holder of PROK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 192034 (value 351422; 0.00% of shares outstanding; change 0.00)
Holder of PROK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 534209 (value 801313; 0.00% of shares outstanding; change -0.03)
Holder of PROK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 192034 (value 288051; 0.00% of shares outstanding; change 0.00)
Holder of PROP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 444807 (value 397079; 0.05% of shares outstanding; change 0.18)
Holder of PROP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 868177 (value 775021; 0.09% of shares outstanding; change 0.50)
Holder of PROP: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 70904 (value 46286; 0.01% of shares outstanding; change 0.31)
Holder of PROP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 280518 (value 183122; 0.03% of shares outstanding; change 0.00)
Holder of PROP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 140901 (value 112720; 0.01% of shares outstanding; change 0.30)
Holder of PROP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 219833 (value 182461; 0.02% of shares outstanding; change 0.00)
Holder of PROP: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-03-31: 430000 (value 356899; 0.04% of shares outstanding; change -0.39)
Holder of PROP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 444807 (value 355845; 0.05% of shares outstanding; change 0.00)
Holder of PROP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1031077 (value 824861; 0.11% of shares outstanding; change 0.19)
Holder of PROP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 84882 (value 70452; 0.01% of shares outstanding; change 0.15)
Holder of PROP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 774108 (value 691046; 0.08% of shares outstanding; change 0.02)
Holder of PROP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 252669 (value 225557; 0.03% of shares outstanding; change 0.00)
Holder of PROP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 90959 (value 75495; 0.01% of shares outstanding; change 3.41)
Holder of PROP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 219033 (value 142984; 0.02% of shares outstanding; change 0.00)
Holder of PROP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 83201 (value 54313; 0.01% of shares outstanding; change 0.38)
Holder of PROP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 336877 (value 269501; 0.03% of shares outstanding; change 0.20)
Holder of PROP: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 69641 (value 55712; 0.01% of shares outstanding; change -0.02)
Holder of PROP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 85440 (value 55775; 0.01% of shares outstanding; change 0.01)
Holder of PROP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 743917 (value 485629; 0.08% of shares outstanding; change -0.04)
Holder of PROP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 249789 (value 163062; 0.03% of shares outstanding; change -0.01)
Holder of PROP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 215458 (value 172366; 0.02% of shares outstanding; change -0.02)
Holder of PROP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 83201 (value 66560; 0.01% of shares outstanding; change 0.00)
Holder of PROP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 84324 (value 67459; 0.01% of shares outstanding; change -0.01)
Holder of PROP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 750966 (value 600772; 0.08% of shares outstanding; change 0.01)
Holder of PROP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 251901 (value 201520; 0.03% of shares outstanding; change 0.01)
Holder of PROV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 58802 (value 996693; 0.01% of shares outstanding; change -0.08)
Holder of PROV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 174616 (value 2959741; 0.03% of shares outstanding; change 0.00)
Holder of PROV: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 206832 (value 3483050; 0.03% of shares outstanding; change 0.00)
Holder of PROV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 64625 (value 1088285; 0.01% of shares outstanding; change 0.00)
Holder of PROV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 45781 (value 770952; 0.01% of shares outstanding; change 0.00)
Holder of PROV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 169394 (value 2852594; 0.03% of shares outstanding; change 0.00)
Holder of PROV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 48431 (value 815578; 0.01% of shares outstanding; change 0.00)
Holder of PROV: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 42761 (value 736344; 0.01% of shares outstanding; change -0.09)
Holder of PROV: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 108800 (value 1840896; 0.02% of shares outstanding; change 0.00)
Holder of PROV: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 171909 (value 2908700; 0.03% of shares outstanding; change 0.00)
Holder of PROV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 58802 (value 1012570; 0.01% of shares outstanding; change 0.00)
Holder of PROV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 174616 (value 3006887; 0.03% of shares outstanding; change 0.00)
Holder of PROV: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 210532 (value 3625360; 0.03% of shares outstanding; change 0.02)
Holder of PROV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 63677 (value 1096517; 0.01% of shares outstanding; change -0.01)
Holder of PROV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 45781 (value 788348; 0.01% of shares outstanding; change 0.00)
Holder of PROV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 169394 (value 2916964; 0.03% of shares outstanding; change 0.00)