speb/financial-data huggingface dataset:
Holder of P8S0.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 653844 (value 45376774; 0.01% of shares outstanding; change 0.01)
Holder of P8S0.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1169731 (value 81179333; 0.01% of shares outstanding; change 0.02)
Holder of P8S0.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1615448 (value 112112093; 0.01% of shares outstanding; change 0.01)
Holder of P8S0.DE: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 478041 (value 33176046; 0.00% of shares outstanding; change 0.00)
Holder of P8S0.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 496325 (value 34444955; 0.00% of shares outstanding; change 0.01)
Holder of P8S0.DE: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 481028 (value 33383343; 0.00% of shares outstanding; change 1.36)
Holder of P8S0.DE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 262165 (value 18194251; 0.00% of shares outstanding; change -0.02)
Holder of P8S0.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1200024 (value 83281667; 0.01% of shares outstanding; change 0.02)
Holder of P8S0.DE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 407969 (value 28313049; 0.00% of shares outstanding; change -0.01)
Holder of P911.DE: Lord Abbett Bond Debenture Fund Inc
Shares held as of 2025-12-31: 475569 (value 22389789; 0.00% of shares outstanding; change 1.00)
Holder of P911.DE: BBH Trust-BBH Partner Fund - International Equity
Shares held as of 2026-01-31: 627525 (value 29543878; 0.00% of shares outstanding; change -0.02)
Holder of P911.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 734366 (value 34573952; 0.00% of shares outstanding; change -0.03)
Holder of P911.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 283764 (value 12411837; 0.00% of shares outstanding; change 42.62)
Holder of P911.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 2718181 (value 122318145; 0.01% of shares outstanding; change 0.00)
Holder of P911.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 418746 (value 19714562; 0.00% of shares outstanding; change 0.01)
Holder of P911.DE: New World Fund Inc
Shares held as of 2026-03-31: 654857 (value 30830668; 0.00% of shares outstanding; change 0.00)
Holder of P911.DE: BBH Trust-BBH Partner Fund - International Equity
Shares held as of 2026-04-30: 710724 (value 31087068; 0.00% of shares outstanding; change 0.13)
Holder of P911.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 249522 (value 10914092; 0.00% of shares outstanding; change 0.43)
Holder of P911.DE: New World Fund Inc
Shares held as of 2026-04-30: 654857 (value 29468565; 0.00% of shares outstanding; change 0.00)
Holder of P911.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 721483 (value 31557667; 0.00% of shares outstanding; change -0.02)
Holder of P911.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 807216 (value 38003730; 0.00% of shares outstanding; change 0.01)
Holder of P911.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 395966 (value 18642080; 0.00% of shares outstanding; change 0.00)
Holder of P911.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 301471 (value 14193255; 0.00% of shares outstanding; change 0.00)
Holder of P911.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 428436 (value 18739791; 0.00% of shares outstanding; change 0.01)
Holder of P911.DE: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 216722 (value 9479420; 0.00% of shares outstanding; change 0.00)
Holder of P911.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 803112 (value 35128120; 0.00% of shares outstanding; change -0.01)
Holder of P911.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 395966 (value 17319553; 0.00% of shares outstanding; change 0.00)
Holder of P911.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 292434 (value 12791063; 0.00% of shares outstanding; change -0.03)
Holder of P911.DE: New World Fund Inc
Shares held as of 2026-06-30: 654857 (value 28643446; 0.00% of shares outstanding; change 0.00)
Holder of PA9.DE: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 3477004 (value 1183919862; 0.02% of shares outstanding; change -0.06)
Holder of PA9.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2761520 (value 690103831; 0.01% of shares outstanding; change -0.03)
Holder of PA9.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5493461 (value 1870523470; 0.03% of shares outstanding; change -0.02)
Holder of PA9.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6862130 (value 2336555265; 0.03% of shares outstanding; change -0.02)
Holder of PA9.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2000367 (value 681124963; 0.01% of shares outstanding; change -0.03)
Holder of PA9.DE: BlackRock ETF Trust-iShares U.S. Equity Factor Rotation Active ETF
Shares held as of 2026-04-30: 1500239 (value 374909716; 0.01% of shares outstanding; change 0.03)
Holder of PA9.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 1512628 (value 378005727; 0.01% of shares outstanding; change 0.03)
Holder of PA9.DE: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-04-30: 5310732 (value 1327151894; 0.03% of shares outstanding; change -0.04)
Holder of PA9.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2579560 (value 644632028; 0.01% of shares outstanding; change 0.03)
Holder of PA9.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2796933 (value 698953539; 0.01% of shares outstanding; change 0.01)
Holder of PA9.DE: BlackRock ETF Trust-iShares U.S. Equity Factor Rotation Active ETF
Shares held as of 2026-05-31: 1532669 (value 521873794; 0.01% of shares outstanding; change 0.02)
Holder of PA9.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2767200 (value 942231600; 0.01% of shares outstanding; change 0.00)
Holder of PA9.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2848845 (value 970031722; 0.01% of shares outstanding; change 0.02)
Holder of PA9.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 1487261 (value 506412370; 0.01% of shares outstanding; change 0.08)
Holder of PA9.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 1447752 (value 464583607; 0.01% of shares outstanding; change 0.00)
Holder of PA9.DE: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-06-30: 5097433 (value 1735675936; 0.02% of shares outstanding; change -0.05)
Holder of PA9.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2569939 (value 875064229; 0.01% of shares outstanding; change -0.01)
Holder of PAA: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-01-31: 2975220 (value 64264753; 0.00% of shares outstanding; change -0.09)
Holder of PAA: AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd.
Shares held as of 2026-02-28: 3694829 (value 90892794; 0.01% of shares outstanding; change 0.00)
Holder of PAA: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 21583333 (value 530950000; 0.03% of shares outstanding; change 0.00)
Holder of PAA: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 6209426 (value 152751881; 0.01% of shares outstanding; change -0.02)
Holder of PAA: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 76932351 (value 1892535863; 0.11% of shares outstanding; change 0.00)
Holder of PAA: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-02-28: 2670671 (value 61131657; 0.00% of shares outstanding; change 0.00)
Holder of PAA: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 8171574 (value 195055478; 0.01% of shares outstanding; change 0.06)
Holder of PAA: Kayne Anderson Energy Infrastructure Fund, Inc.
Shares held as of 2026-02-28: 4746294 (value 116758834; 0.01% of shares outstanding; change 0.00)
Holder of PAA: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-04-30: 3122044 (value 76802283; 0.00% of shares outstanding; change 0.05)
Holder of PAA: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 5858480 (value 132401650; 0.01% of shares outstanding; change 0.05)
Holder of PAA: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 10620611 (value 240025812; 0.01% of shares outstanding; change -0.01)
Holder of PAA: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 5613918 (value 134004227; 0.01% of shares outstanding; change -0.04)
Holder of PAA: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 11241713 (value 268339698; 0.02% of shares outstanding; change 0.06)
Holder of PAA: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 7568290 (value 186179936; 0.01% of shares outstanding; change -0.07)
Holder of PAA: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 5607998 (value 137956752; 0.01% of shares outstanding; change 0.00)
Holder of PAA: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 11363114 (value 279532608; 0.02% of shares outstanding; change 0.01)
Holder of PAA: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 3084857 (value 75887483; 0.00% of shares outstanding; change 1.28)
Holder of PAAS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3911704 (value 186118883; 0.01% of shares outstanding; change 0.02)
Holder of PAAS: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 2520044 (value 117056045; 0.01% of shares outstanding; change -0.04)
Holder of PAAS: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-01-31: 3091587 (value 143604218; 0.01% of shares outstanding; change -0.30)
Holder of PAAS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 6077816 (value 282314557; 0.01% of shares outstanding; change 0.01)
Holder of PAAS: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 2834874 (value 124819498; 0.01% of shares outstanding; change 0.13)
Holder of PAAS: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 2548944 (value 106469392; 0.01% of shares outstanding; change 0.52)
Holder of PAAS: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1900815 (value 108327450; 0.00% of shares outstanding; change 0.03)
Holder of PAAS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4010718 (value 176591908; 0.01% of shares outstanding; change 0.03)
Holder of PAAS: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-04-30: 2451684 (value 107947643; 0.01% of shares outstanding; change -0.03)
Holder of PAAS: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1987425 (value 92315892; 0.00% of shares outstanding; change 0.05)
Holder of PAAS: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-04-30: 2336852 (value 102891590; 0.01% of shares outstanding; change -0.24)
Holder of PAAS: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 12234445 (value 582114915; 0.03% of shares outstanding; change 0.03)
Holder of PAAS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 6064743 (value 267030626; 0.01% of shares outstanding; change 0.00)
Holder of PAAS: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 16464220 (value 783367617; 0.04% of shares outstanding; change 0.00)
Holder of PAAS: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-04-30: 1861644 (value 86473365; 0.00% of shares outstanding; change -0.07)
Holder of PAAS: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2033529 (value 89536279; 0.00% of shares outstanding; change 0.02)
Holder of PAAS: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 11965667 (value 499805916; 0.03% of shares outstanding; change -0.03)
Holder of PAAS: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 16258477 (value 715860722; 0.04% of shares outstanding; change -0.01)
Holder of PAAS: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-05-31: 1772464 (value 78041587; 0.00% of shares outstanding; change -0.05)
Holder of PAAS: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 11667984 (value 513741321; 0.03% of shares outstanding; change -0.02)
Holder of PAAS: New World Fund Inc
Shares held as of 2026-06-30: 1563779 (value 68853187; 0.00% of shares outstanding; change 0.00)
Holder of PAAS.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3911704 (value 300692697; 0.01% of shares outstanding; change 0.02)
Holder of PAAS.TO: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 2520044 (value 166272511; 0.01% of shares outstanding; change -0.04)
Holder of PAAS.TO: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-01-31: 3091587 (value 203982920; 0.01% of shares outstanding; change -0.30)
Holder of PAAS.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 6077816 (value 401014320; 0.01% of shares outstanding; change 0.01)
Holder of PAAS.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 2834874 (value 176017327; 0.01% of shares outstanding; change 0.13)
Holder of PAAS.TO: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 2548944 (value 149215184; 0.01% of shares outstanding; change 0.52)
Holder of PAAS.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1900815 (value 146115654; 0.00% of shares outstanding; change 0.03)
Holder of PAAS.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4010718 (value 249025481; 0.01% of shares outstanding; change 0.03)
Holder of PAAS.TO: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-04-30: 2451684 (value 152225059; 0.01% of shares outstanding; change -0.03)
Holder of PAAS.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1987425 (value 131130308; 0.00% of shares outstanding; change 0.05)
Holder of PAAS.TO: First Eagle Funds-First Eagle Gold Fund
Shares held as of 2026-04-30: 2336852 (value 145095141; 0.01% of shares outstanding; change -0.24)
Holder of PAAS.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 12234445 (value 940461820; 0.03% of shares outstanding; change 0.03)
Holder of PAAS.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 6064743 (value 376559893; 0.01% of shares outstanding; change 0.00)
Holder of PAAS.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 16464220 (value 1265604636; 0.04% of shares outstanding; change 0.00)
Holder of PAAS.TO: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-04-30: 1861644 (value 122831277; 0.00% of shares outstanding; change -0.07)
Holder of PAAS.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2033529 (value 126261815; 0.00% of shares outstanding; change 0.02)
Holder of PAAS.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 11965667 (value 700470157; 0.03% of shares outstanding; change -0.03)
Holder of PAAS.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 16258477 (value 1009488839; 0.04% of shares outstanding; change -0.01)
Holder of PAAS.TO: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-05-31: 1772464 (value 110052290; 0.00% of shares outstanding; change -0.05)
Holder of PAAS.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 11667984 (value 724465128; 0.03% of shares outstanding; change -0.02)
Holder of PAAS.TO: New World Fund Inc
Shares held as of 2026-06-30: 1563779 (value 97095038; 0.00% of shares outstanding; change 0.00)
Holder of PAC: -Price (T.Rowe) Emerging Markets Discovery Stock Trust
Shares held as of 2025-12-31: 312640 (value 71532032; 0.01% of shares outstanding; change -0.21)
Holder of PAC: -Price (T.Rowe) Emerging Markets Equity Trust
Shares held as of 2025-12-31: 208163 (value 47627695; 0.00% of shares outstanding; change 0.00)
Holder of PAC: DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund
Shares held as of 2025-12-31: 114936 (value 27159377; 0.00% of shares outstanding; change 0.00)
Holder of PAC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Emerging Markets Discovery
Shares held as of 2026-01-31: 180210 (value 41232048; 0.00% of shares outstanding; change 0.03)
Holder of PAC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Emerging Markets Stock Fd.
Shares held as of 2026-01-31: 153529 (value 35127435; 0.00% of shares outstanding; change -0.01)
Holder of PAC: -Militia Long/Short Equity ETF
Shares held as of 2026-02-28: 80132 (value 17330948; 0.00% of shares outstanding; change 2.25)
Holder of PAC: -Price (T.Rowe) Emerging Markets Discovery Stock Trust
Shares held as of 2026-03-31: 213240 (value 46119546; 0.01% of shares outstanding; change -0.32)
Holder of PAC: -Price (T.Rowe) Emerging Markets Equity Trust
Shares held as of 2026-03-31: 225263 (value 48719881; 0.01% of shares outstanding; change 0.08)
Holder of PAC: LAZARD FUNDS INC-Lazard Emerging Markets Equity Portfolio
Shares held as of 2026-03-31: 422118 (value 91295680; 0.01% of shares outstanding; change 0.12)
Holder of PAC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Emerging Markets Discovery
Shares held as of 2026-03-31: 125110 (value 30465535; 0.00% of shares outstanding; change -0.31)
Holder of PAC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Emerging Markets Stock Fd.
Shares held as of 2026-03-31: 165729 (value 40356667; 0.00% of shares outstanding; change 0.08)
Holder of PAC: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 85293 (value 19515038; 0.00% of shares outstanding; change 0.02)
Holder of PAC: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-04-30: 148749 (value 34033771; 0.00% of shares outstanding; change 0.18)
Holder of PAC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Emerging Markets Discovery
Shares held as of 2026-04-30: 101150 (value 21876721; 0.00% of shares outstanding; change -0.19)
Holder of PAC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Emerging Markets Stock Fd.
Shares held as of 2026-04-30: 165729 (value 35843867; 0.00% of shares outstanding; change 0.00)
Holder of PAC: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-04-30: 1608465 (value 391677303; 0.04% of shares outstanding; change 0.14)
Holder of PAC: iShares Trust-iShares Latin America 40 ETF
Shares held as of 2026-04-30: 304758 (value 74211618; 0.01% of shares outstanding; change 0.14)
Holder of PAC: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 86115 (value 20969863; 0.00% of shares outstanding; change 0.01)
Holder of PAC: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-05-31: 147949 (value 34862702; 0.00% of shares outstanding; change -0.01)
Holder of PAC: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-05-31: 1648640 (value 356567857; 0.04% of shares outstanding; change 0.03)
Holder of PAC: iShares Trust-iShares Latin America 40 ETF
Shares held as of 2026-05-31: 283181 (value 61246386; 0.01% of shares outstanding; change -0.07)
Holder of PAC: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 87043 (value 18825659; 0.00% of shares outstanding; change 0.01)
Holder of PAC: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-06-30: 147764 (value 31958397; 0.00% of shares outstanding; change 0.00)
Holder of PACB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3292417 (value 4905701; 0.01% of shares outstanding; change 0.06)
Holder of PACB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8958865 (value 13348708; 0.03% of shares outstanding; change 0.02)
Holder of PACB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2696625 (value 3599994; 0.01% of shares outstanding; change 0.01)
Holder of PACB: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 1458221 (value 1983180; 0.00% of shares outstanding; change 0.01)
Holder of PACB: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 1369279 (value 1985454; 0.00% of shares outstanding; change 0.01)
Holder of PACB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3444793 (value 4684918; 0.01% of shares outstanding; change 0.05)
Holder of PACB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8958865 (value 12184056; 0.03% of shares outstanding; change 0.00)
Holder of PACB: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 2021533 (value 3012084; 0.01% of shares outstanding; change -0.01)
Holder of PACB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 6817595 (value 10158216; 0.02% of shares outstanding; change 0.02)
Holder of PACB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 2379415 (value 3545328; 0.01% of shares outstanding; change 0.00)
Holder of PACB: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-04-30: 10964895 (value 16337693; 0.04% of shares outstanding; change 0.03)
Holder of PACB: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-04-30: 14733201 (value 21363142; 0.05% of shares outstanding; change -0.30)
Holder of PACB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1691278 (value 2257856; 0.01% of shares outstanding; change 0.25)
Holder of PACB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2726159 (value 3707576; 0.01% of shares outstanding; change 0.01)
Holder of PACB: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 1992119 (value 2659478; 0.01% of shares outstanding; change -0.01)
Holder of PACB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6550870 (value 8745411; 0.02% of shares outstanding; change -0.04)
Holder of PACB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 2352250 (value 3140253; 0.01% of shares outstanding; change -0.01)
Holder of PACB: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-05-31: 9932147 (value 13259416; 0.03% of shares outstanding; change -0.09)
Holder of PACB: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-05-31: 15258106 (value 20369572; 0.05% of shares outstanding; change 0.04)
Holder of PACB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1586709 (value 2157924; 0.01% of shares outstanding; change -0.06)
Holder of PACB: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 2023051 (value 2751349; 0.01% of shares outstanding; change 0.02)
Holder of PACB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6613145 (value 8993877; 0.02% of shares outstanding; change 0.01)
Holder of PACB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 2372171 (value 3226152; 0.01% of shares outstanding; change 0.01)
Holder of PACB: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 10682951 (value 14528813; 0.03% of shares outstanding; change 0.08)
Holder of PACB: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-06-30: 13269354 (value 18046321; 0.04% of shares outstanding; change -0.13)
Holder of PACH: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 412498 (value 4211604; 0.02% of shares outstanding; change 0.00)
Holder of PACH: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 15674 (value 160345; 0.00% of shares outstanding; change 1.00)
Holder of PACH: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 5484 (value 55991; 0.00% of shares outstanding; change 1.00)
Holder of PACH: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 283729 (value 2902547; 0.01% of shares outstanding; change 1.00)
Holder of PACH: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 66666 (value 681993; 0.00% of shares outstanding; change 1.00)
Holder of PACH: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 75585 (value 771722; 0.00% of shares outstanding; change 0.17)
Holder of PACH: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 15121 (value 154687; 0.00% of shares outstanding; change 1.00)
Holder of PACH: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 22738 (value 233519; 0.00% of shares outstanding; change 2.22)
Holder of PACH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6600 (value 67517; 0.00% of shares outstanding; change 0.00)
Holder of PACH: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 412498 (value 4236354; 0.02% of shares outstanding; change 0.00)
Holder of PACH: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 84600 (value 868842; 0.00% of shares outstanding; change 0.00)
Holder of PACH: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 55212 (value 567027; 0.00% of shares outstanding; change 2.52)
Holder of PACH: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 17808 (value 182888; 0.00% of shares outstanding; change 2.25)
Holder of PACH: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 10110 (value 103829; 0.00% of shares outstanding; change 2.53)
Holder of PACH: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 993533 (value 10203584; 0.04% of shares outstanding; change 2.50)
Holder of PACH: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 66666 (value 684659; 0.00% of shares outstanding; change 0.00)
Holder of PACH: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 99045 (value 1017192; 0.00% of shares outstanding; change 0.31)
Holder of PACH: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 50058 (value 514095; 0.00% of shares outstanding; change 2.31)
Holder of PACK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 498623 (value 3385650; 0.01% of shares outstanding; change 0.06)
Holder of PACK: Meridian Fund Inc-MERIDIAN CONTRARIAN FUND
Shares held as of 2025-12-31: 1446000 (value 9977400; 0.02% of shares outstanding; change 0.00)
Holder of PACK: Meridian Fund Inc-Meridian Contrarian Fund
Shares held as of 2025-12-31: 1446000 (value 9818339; 0.02% of shares outstanding; change 0.00)
Holder of PACK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 454867 (value 3138582; 0.01% of shares outstanding; change -0.07)
Holder of PACK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1432792 (value 9886264; 0.02% of shares outstanding; change 0.00)
Holder of PACK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 932625 (value 6640289; 0.01% of shares outstanding; change 0.14)
Holder of PACK: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 425053 (value 3026377; 0.01% of shares outstanding; change 0.90)
Holder of PACK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 459014 (value 3268179; 0.01% of shares outstanding; change 0.01)
Holder of PACK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 482845 (value 3124007; 0.01% of shares outstanding; change -0.03)
Holder of PACK: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 1484975 (value 10082980; 0.02% of shares outstanding; change 1.00)
Holder of PACK: Meridian Fund Inc-Meridian Contrarian Fund
Shares held as of 2026-03-31: 1583000 (value 10242009; 0.02% of shares outstanding; change 0.09)
Holder of PACK: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 782761 (value 5064463; 0.01% of shares outstanding; change 0.12)
Holder of PACK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 454867 (value 2942989; 0.01% of shares outstanding; change 0.00)
Holder of PACK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1432792 (value 9270163; 0.02% of shares outstanding; change 0.00)
Holder of PACK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1148338 (value 7923532; 0.01% of shares outstanding; change 0.02)
Holder of PACK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1055422 (value 6828580; 0.01% of shares outstanding; change 0.13)
Holder of PACK: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 1612882 (value 11483719; 0.02% of shares outstanding; change 0.09)
Holder of PACK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 462993 (value 2995564; 0.01% of shares outstanding; change 0.01)
Holder of PACK: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 806969 (value 5221089; 0.01% of shares outstanding; change 0.90)
Holder of PACK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1103392 (value 7856150; 0.01% of shares outstanding; change -0.04)
Holder of PACK: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 1851084 (value 11976513; 0.02% of shares outstanding; change 0.15)
Holder of PACK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1113886 (value 7206842; 0.01% of shares outstanding; change 0.01)
Holder of PACS: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 1345527 (value 49313566; 0.01% of shares outstanding; change 0.00)
Holder of PACS: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 3415352 (value 125172656; 0.02% of shares outstanding; change 0.00)
Holder of PACS: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 1218658 (value 44663817; 0.01% of shares outstanding; change 0.00)
Holder of PACS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 600608 (value 22012284; 0.00% of shares outstanding; change 0.16)
Holder of PACS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1067763 (value 39133515; 0.01% of shares outstanding; change 0.16)
Holder of PACS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1485034 (value 54426498; 0.01% of shares outstanding; change 0.24)
Holder of PACS: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 528918 (value 19511784; 0.00% of shares outstanding; change -0.45)
Holder of PACS: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 1345527 (value 63037937; 0.01% of shares outstanding; change 0.00)
Holder of PACS: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 3018830 (value 141432180; 0.02% of shares outstanding; change -0.12)
Holder of PACS: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 1218658 (value 57094125; 0.01% of shares outstanding; change 0.00)
Holder of PACS: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 2080414 (value 76247176; 0.01% of shares outstanding; change 0.15)
Holder of PACS: Fidelity Devonshire Trust-Fidelity Mid Cap Value Fund
Shares held as of 2026-03-31: 1024118 (value 37533926; 0.01% of shares outstanding; change 0.14)
Holder of PACS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 903114 (value 42310889; 0.01% of shares outstanding; change -0.15)
Holder of PACS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1243661 (value 58265515; 0.01% of shares outstanding; change -0.16)
Holder of PACS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1077376 (value 39485832; 0.01% of shares outstanding; change 0.00)
Holder of PACS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1180572 (value 43692967; 0.01% of shares outstanding; change 0.05)
Holder of PACS: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 716707 (value 33577721; 0.00% of shares outstanding; change 0.73)
Holder of PACS: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 2033514 (value 75016330; 0.01% of shares outstanding; change -0.02)
Holder of PACS: Fidelity Devonshire Trust-Fidelity Mid Cap Value Fund
Shares held as of 2026-04-30: 1022930 (value 37735887; 0.01% of shares outstanding; change 0.00)
Holder of PACS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1035154 (value 38186830; 0.01% of shares outstanding; change -0.04)
Holder of PACS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1378833 (value 50865148; 0.01% of shares outstanding; change 0.17)
Holder of PACS: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1715914 (value 80390568; 0.01% of shares outstanding; change -0.16)
Holder of PACS: Fidelity Devonshire Trust-Fidelity Mid Cap Value Fund
Shares held as of 2026-05-31: 1022930 (value 47924268; 0.01% of shares outstanding; change 0.00)
Holder of PACS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1052435 (value 49306578; 0.01% of shares outstanding; change 0.02)
Holder of PACS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1537164 (value 72016131; 0.01% of shares outstanding; change 0.11)
Holder of PAE.DE: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 5886745 (value 690868396; 0.01% of shares outstanding; change -0.06)
Holder of PAE.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 4599082 (value 539748266; 0.01% of shares outstanding; change -0.01)
Holder of PAE.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6709756 (value 640714586; 0.01% of shares outstanding; change 0.00)
Holder of PAE.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13351598 (value 1566943549; 0.03% of shares outstanding; change 0.01)
Holder of PAE.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11357324 (value 1332895551; 0.02% of shares outstanding; change -0.01)
Holder of PAE.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16695929 (value 1959434237; 0.03% of shares outstanding; change 0.01)
Holder of PAE.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4863244 (value 570750318; 0.01% of shares outstanding; change 0.01)
Holder of PAE.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 11255986 (value 1074834079; 0.02% of shares outstanding; change 0.02)
Holder of PAE.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6284963 (value 600151103; 0.01% of shares outstanding; change 0.03)
Holder of PAE.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6795848 (value 648935511; 0.01% of shares outstanding; change 0.01)
Holder of PAE.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6723543 (value 789075010; 0.01% of shares outstanding; change 0.00)
Holder of PAE.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 11395775 (value 1265158902; 0.02% of shares outstanding; change 0.01)
Holder of PAE.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6922332 (value 812404887; 0.01% of shares outstanding; change 0.02)
Holder of PAE.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 11171581 (value 1311096752; 0.02% of shares outstanding; change -0.02)
Holder of PAE.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6360795 (value 746502905; 0.01% of shares outstanding; change 0.00)
Holder of PAG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 197615 (value 33074821; 0.00% of shares outstanding; change 0.00)
Holder of PAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 373277 (value 62475369; 0.01% of shares outstanding; change -0.05)
Holder of PAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 240898 (value 40319097; 0.00% of shares outstanding; change -0.04)
Holder of PAG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 517462 (value 86607612; 0.01% of shares outstanding; change 0.00)
Holder of PAG: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 1070000 (value 179085894; 0.02% of shares outstanding; change 0.05)
Holder of PAG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 182716 (value 32243892; 0.00% of shares outstanding; change 0.15)
Holder of PAG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 155139 (value 27377379; 0.00% of shares outstanding; change 0.19)
Holder of PAG: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 393000 (value 85418552; 0.01% of shares outstanding; change 0.00)
Holder of PAG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 205960 (value 44765407; 0.00% of shares outstanding; change 0.04)
Holder of PAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 380066 (value 82607347; 0.01% of shares outstanding; change 0.02)
Holder of PAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 241741 (value 52542407; 0.00% of shares outstanding; change 0.00)
Holder of PAG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 522593 (value 113585591; 0.01% of shares outstanding; change 0.01)
Holder of PAG: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 1188025 (value 258217241; 0.02% of shares outstanding; change 0.11)
Holder of PAG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 205549 (value 44676076; 0.00% of shares outstanding; change 0.13)
Holder of PAG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 178422 (value 38780022; 0.00% of shares outstanding; change 0.15)
Holder of PAG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 621990 (value 108972646; 0.01% of shares outstanding; change 0.02)
Holder of PAG: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 393904 (value 69512239; 0.01% of shares outstanding; change 0.00)
Holder of PAG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 625850 (value 136028501; 0.01% of shares outstanding; change 0.01)
Holder of PAG: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 389616 (value 84683039; 0.01% of shares outstanding; change -0.01)
Holder of PAGP: Brookfield Investment Fd.s-Center Coast Brookfield Midstream Focus Fd.
Shares held as of 2025-12-31: 2212158 (value 53866048; 0.01% of shares outstanding; change -0.22)
Holder of PAGP: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-01-31: 2294277 (value 53938452; 0.01% of shares outstanding; change 0.00)
Holder of PAGP: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 2811755 (value 74370921; 0.02% of shares outstanding; change 0.00)
Holder of PAGP: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-02-28: 2614816 (value 66965439; 0.01% of shares outstanding; change 0.00)
Holder of PAGP: NEW YORK LIFE INVESTMENTS FUNDS TRUST-NYLI Cushing MLP Premier Fund
Shares held as of 2026-02-28: 2610000 (value 69034501; 0.01% of shares outstanding; change -0.06)
Holder of PAGP: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 2184469 (value 57779206; 0.01% of shares outstanding; change 0.00)
Holder of PAGP: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 5207209 (value 137730682; 0.03% of shares outstanding; change -0.04)
Holder of PAGP: MainGate Trust-MainGate MLP Fund
Shares held as of 2026-03-31: 4218000 (value 104395500; 0.02% of shares outstanding; change 0.00)
Holder of PAGP: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-03-31: 8287807 (value 205123223; 0.04% of shares outstanding; change 0.03)
Holder of PAGP: Tortoise Energy Infrastructure Corp
Shares held as of 2026-03-31: 2362414 (value 58469746; 0.01% of shares outstanding; change 0.00)
Holder of PAGP: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-04-30: 6442784 (value 157590490; 0.03% of shares outstanding; change 0.00)
Holder of PAGP: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-05-31: 2614816 (value 69161885; 0.01% of shares outstanding; change 0.00)
Holder of PAGP: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-05-31: 6483846 (value 171497731; 0.03% of shares outstanding; change 0.01)
Holder of PAGP: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 2016132 (value 51633141; 0.01% of shares outstanding; change -0.07)
Holder of PAGP: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 2014022 (value 53270883; 0.01% of shares outstanding; change 0.00)
Holder of PAGP: MainGate Trust-MainGate MLP Fund
Shares held as of 2026-06-30: 4218000 (value 111566103; 0.02% of shares outstanding; change 0.00)
Holder of PAGP: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 7628591 (value 201776237; 0.04% of shares outstanding; change -0.08)
Holder of PAGP: Tortoise Energy Infrastructure Corp
Shares held as of 2026-06-30: 2362414 (value 62485852; 0.01% of shares outstanding; change 0.00)
Holder of PAGS: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 838800 (value 7322723; 0.00% of shares outstanding; change 0.03)
Holder of PAGS: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 972700 (value 8491670; 0.00% of shares outstanding; change -0.02)
Holder of PAGS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1758821 (value 15354506; 0.01% of shares outstanding; change 0.01)
Holder of PAGS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 888027 (value 8169848; 0.00% of shares outstanding; change 0.01)
Holder of PAGS: CAUSEWAY CAPITAL MANAGEMENT TRUST-Causeway Emerging Markets Fund
Shares held as of 2026-03-31: 1518078 (value 13966317; 0.01% of shares outstanding; change 0.03)
Holder of PAGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4437107 (value 41486952; 0.02% of shares outstanding; change 0.01)
Holder of PAGS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 2107245 (value 19702741; 0.01% of shares outstanding; change 0.00)
Holder of PAGS: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 869400 (value 7998479; 0.00% of shares outstanding; change 0.04)
Holder of PAGS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1778291 (value 16360276; 0.01% of shares outstanding; change 0.01)
Holder of PAGS: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 897435 (value 8256401; 0.00% of shares outstanding; change 0.11)
Holder of PAGS: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-04-30: 1025626 (value 8748589; 0.00% of shares outstanding; change 0.04)
Holder of PAGS: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 972700 (value 8948839; 0.00% of shares outstanding; change 0.00)
Holder of PAGS: iShares Trust-iShares MSCI Brazil Small-Cap ETF
Shares held as of 2026-04-30: 849046 (value 7412171; 0.00% of shares outstanding; change -0.03)
Holder of PAGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4263452 (value 37219934; 0.02% of shares outstanding; change -0.04)
Holder of PAGS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 921014 (value 8040451; 0.00% of shares outstanding; change 0.01)
Holder of PAGS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 2107245 (value 18396247; 0.01% of shares outstanding; change 0.00)
Holder of PAGS: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-05-31: 1053404 (value 9196216; 0.01% of shares outstanding; change 0.03)
Holder of PAGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4328822 (value 39825161; 0.02% of shares outstanding; change 0.02)
Holder of PAGS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 911518 (value 8385965; 0.00% of shares outstanding; change -0.01)
Holder of PAGS: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 1925697 (value 17716412; 0.01% of shares outstanding; change -0.09)
Holder of PAGS: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-06-30: 1085704 (value 9988476; 0.01% of shares outstanding; change 0.03)
Holder of PAH3.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 340216 (value 10880107; 0.00% of shares outstanding; change -0.30)
Holder of PAH3.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 450084 (value 14393686; 0.00% of shares outstanding; change 0.40)
Holder of PAH3.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 561962 (value 17971544; 0.00% of shares outstanding; change 0.01)