speb/financial-data huggingface dataset:
Holder of PTCT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1822013 (value 134555657; 0.02% of shares outstanding; change -0.03)
Holder of PTCT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2506778 (value 185125551; 0.03% of shares outstanding; change 0.00)
Holder of PTCT: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 2038232 (value 160979570; 0.02% of shares outstanding; change -0.09)
Holder of PTCT: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 1024173 (value 78676969; 0.01% of shares outstanding; change 0.34)
Holder of PTCT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 896889 (value 68899012; 0.01% of shares outstanding; change 0.04)
Holder of PTCT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1067096 (value 81974314; 0.01% of shares outstanding; change 0.04)
Holder of PTCT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1908511 (value 146611814; 0.02% of shares outstanding; change 0.05)
Holder of PTCT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2633276 (value 202288261; 0.03% of shares outstanding; change 0.05)
Holder of PTCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1922587 (value 141983047; 0.02% of shares outstanding; change 0.02)
Holder of PTCT: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 889381 (value 68322248; 0.01% of shares outstanding; change 0.00)
Holder of PTCT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1442277 (value 113911042; 0.02% of shares outstanding; change 0.12)
Holder of PTCT: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2038232 (value 156576981; 0.02% of shares outstanding; change 0.00)
Holder of PTCT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4892445 (value 386405322; 0.06% of shares outstanding; change 0.01)
Holder of PTCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1851063 (value 146196961; 0.02% of shares outstanding; change -0.04)
Holder of PTCT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1428061 (value 121170973; 0.02% of shares outstanding; change -0.01)
Holder of PTCT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4871036 (value 374192984; 0.06% of shares outstanding; change 0.00)
Holder of PTCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1885609 (value 144852482; 0.02% of shares outstanding; change 0.02)
Holder of PTCT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1352456 (value 103895669; 0.02% of shares outstanding; change -0.05)
Holder of PTEC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2109720 (value 744309190; 0.01% of shares outstanding; change 0.02)
Holder of PTEC.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 2351612 (value 726648108; 0.01% of shares outstanding; change 0.00)
Holder of PTEC.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 863325 (value 266767425; 0.00% of shares outstanding; change -0.21)
Holder of PTEC.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 1232321 (value 380787189; 0.00% of shares outstanding; change 0.00)
Holder of PTEC.L: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 580319 (value 179318571; 0.00% of shares outstanding; change 0.09)
Holder of PTEC.L: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 841766 (value 260105694; 0.00% of shares outstanding; change 0.00)
Holder of PTEC.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 826714 (value 255454626; 0.00% of shares outstanding; change 0.03)
Holder of PTEC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3271108 (value 1010772372; 0.01% of shares outstanding; change 0.00)
Holder of PTEC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1946124 (value 723568879; 0.01% of shares outstanding; change -0.08)
Holder of PTEC.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 2351612 (value 874329312; 0.01% of shares outstanding; change 0.00)
Holder of PTEC.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 800613 (value 297667903; 0.00% of shares outstanding; change -0.07)
Holder of PTEC.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 1232321 (value 458176932; 0.00% of shares outstanding; change 0.00)
Holder of PTEC.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 485869 (value 180646088; 0.00% of shares outstanding; change -0.13)
Holder of PTEC.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 738550 (value 274592880; 0.00% of shares outstanding; change -0.11)
Holder of PTEC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3068596 (value 1140903955; 0.01% of shares outstanding; change -0.06)
Holder of PTEC.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1791321 (value 553518189; 0.01% of shares outstanding; change 0.06)
Holder of PTEC.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1038078 (value 320766102; 0.00% of shares outstanding; change 0.00)
Holder of PTEC.L: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 577532 (value 214726390; 0.00% of shares outstanding; change 0.00)
Holder of PTEC.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1803671 (value 670604855; 0.01% of shares outstanding; change 0.06)
Holder of PTEC.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 977940 (value 363598080; 0.00% of shares outstanding; change -0.06)
Holder of PTEN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 13823010 (value 154955942; 0.04% of shares outstanding; change -0.10)
Holder of PTEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 8161913 (value 91495045; 0.02% of shares outstanding; change -0.06)
Holder of PTEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 5271463 (value 59093100; 0.01% of shares outstanding; change -0.05)
Holder of PTEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11657281 (value 130678120; 0.03% of shares outstanding; change -0.02)
Holder of PTEN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 4575138 (value 45934385; 0.01% of shares outstanding; change 0.03)
Holder of PTEN: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 5314810 (value 54211060; 0.01% of shares outstanding; change -0.16)
Holder of PTEN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 9989510 (value 101893000; 0.03% of shares outstanding; change -0.28)
Holder of PTEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8752841 (value 89278976; 0.02% of shares outstanding; change 0.07)
Holder of PTEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 5573367 (value 56848342; 0.01% of shares outstanding; change 0.06)
Holder of PTEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12095787 (value 123377025; 0.03% of shares outstanding; change 0.04)
Holder of PTEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 8499375 (value 95277994; 0.02% of shares outstanding; change 0.01)
Holder of PTEN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 10814304 (value 108359331; 0.03% of shares outstanding; change 2.02)
Holder of PTEN: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 10814304 (value 110305898; 0.03% of shares outstanding; change 2.02)
Holder of PTEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 13959660 (value 160675689; 0.04% of shares outstanding; change 0.00)
Holder of PTEN: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 7120209 (value 81953607; 0.02% of shares outstanding; change -0.01)
Holder of PTEN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 21118642 (value 212031164; 0.06% of shares outstanding; change 0.02)
Holder of PTEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 8166820 (value 81994872; 0.02% of shares outstanding; change -0.04)
Holder of PTEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 13761705 (value 138167517; 0.04% of shares outstanding; change -0.01)
Holder of PTEN: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 6937306 (value 65141305; 0.02% of shares outstanding; change -0.03)
Holder of PTEN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 20953191 (value 213722544; 0.06% of shares outstanding; change -0.01)
Holder of PTEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 8286944 (value 84526827; 0.02% of shares outstanding; change 0.01)
Holder of PTEN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 13233768 (value 134984431; 0.03% of shares outstanding; change -0.04)
Holder of PTEN: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 6271132 (value 63965545; 0.02% of shares outstanding; change -0.10)
Holder of PTGX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 955194 (value 93016789; 0.01% of shares outstanding; change 0.05)
Holder of PTGX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 633556 (value 63076833; 0.01% of shares outstanding; change 0.01)
Holder of PTGX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 708728 (value 70560957; 0.01% of shares outstanding; change 1.00)
Holder of PTGX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1961758 (value 195312621; 0.03% of shares outstanding; change 0.01)
Holder of PTGX: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 1062977 (value 119967584; 0.02% of shares outstanding; change 0.00)
Holder of PTGX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 569451 (value 56694540; 0.01% of shares outstanding; change 0.01)
Holder of PTGX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 603304 (value 58749741; 0.01% of shares outstanding; change 0.19)
Holder of PTGX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 1142059 (value 155445651; 0.02% of shares outstanding; change 0.20)
Holder of PTGX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 656493 (value 89355262; 0.01% of shares outstanding; change 0.04)
Holder of PTGX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 822631 (value 111968305; 0.01% of shares outstanding; change 1.06)
Holder of PTGX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1471200 (value 200245032; 0.02% of shares outstanding; change 1.08)
Holder of PTGX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2037370 (value 277306431; 0.03% of shares outstanding; change 0.04)
Holder of PTGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1422305 (value 141604682; 0.02% of shares outstanding; change 0.00)
Holder of PTGX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 607713 (value 68586489; 0.01% of shares outstanding; change 0.01)
Holder of PTGX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 981733 (value 110798386; 0.02% of shares outstanding; change 0.12)
Holder of PTGX: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 1380445 (value 187892369; 0.02% of shares outstanding; change 0.30)
Holder of PTGX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3580851 (value 404134846; 0.06% of shares outstanding; change 0.01)
Holder of PTGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1369212 (value 154529267; 0.02% of shares outstanding; change -0.04)
Holder of PTGX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 607713 (value 82715816; 0.01% of shares outstanding; change 0.00)
Holder of PTGX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 972099 (value 127753248; 0.02% of shares outstanding; change -0.01)
Holder of PTGX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3565262 (value 485267812; 0.06% of shares outstanding; change 0.00)
Holder of PTGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1393513 (value 189671055; 0.02% of shares outstanding; change 0.02)
Holder of PTGX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 937897 (value 127657161; 0.01% of shares outstanding; change -0.04)
Holder of PTHS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 12996 (value 344004; 0.00% of shares outstanding; change 0.00)
Holder of PTHS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 50118 (value 1326623; 0.01% of shares outstanding; change 0.05)
Holder of PTHS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 2089 (value 55295; 0.00% of shares outstanding; change 1.59)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 8400 (value 214619; 0.00% of shares outstanding; change 0.19)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1972 (value 50384; 0.00% of shares outstanding; change 0.14)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2052 (value 52428; 0.00% of shares outstanding; change 0.00)
Holder of PTHS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 12996 (value 336856; 0.00% of shares outstanding; change 0.00)
Holder of PTHS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 78008 (value 2021967; 0.02% of shares outstanding; change 0.56)
Holder of PTHS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 2089 (value 54146; 0.00% of shares outstanding; change 0.00)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 8369 (value 242701; 0.00% of shares outstanding; change 0.00)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1972 (value 57188; 0.00% of shares outstanding; change 0.00)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2052 (value 59508; 0.00% of shares outstanding; change 0.00)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 7464 (value 193466; 0.00% of shares outstanding; change -0.11)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1972 (value 51114; 0.00% of shares outstanding; change 0.00)
Holder of PTHS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2052 (value 53187; 0.00% of shares outstanding; change 0.00)
Holder of PTLE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 66 (value 389; 0.00% of shares outstanding; change -0.26)
Holder of PTLE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3503 (value 20089; 0.00% of shares outstanding; change 52.08)
Holder of PTLE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3503 (value 35660; 0.00% of shares outstanding; change 0.00)
Holder of PTLO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 781117 (value 3350991; 0.01% of shares outstanding; change 0.00)
Holder of PTLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2033044 (value 8721758; 0.03% of shares outstanding; change 0.02)
Holder of PTLO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 368551 (value 1570027; 0.01% of shares outstanding; change 0.00)
Holder of PTLO: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 709591 (value 3022857; 0.01% of shares outstanding; change -0.37)
Holder of PTLO: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-01-31: 632158 (value 2692993; 0.01% of shares outstanding; change -0.09)
Holder of PTLO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 655834 (value 2793852; 0.01% of shares outstanding; change 0.01)
Holder of PTLO: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 347271 (value 1510628; 0.00% of shares outstanding; change 0.01)
Holder of PTLO: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-03-31: 2290400 (value 9138696; 0.03% of shares outstanding; change -0.03)
Holder of PTLO: Bernstein Fund Inc-Small Cap Core Portfolio
Shares held as of 2026-03-31: 330180 (value 1436282; 0.00% of shares outstanding; change 1.68)
Holder of PTLO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 806202 (value 3506978; 0.01% of shares outstanding; change 0.03)
Holder of PTLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2147844 (value 9343121; 0.03% of shares outstanding; change 0.06)
Holder of PTLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1667322 (value 7152811; 0.02% of shares outstanding; change 0.02)
Holder of PTLO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 569470 (value 2443026; 0.01% of shares outstanding; change 0.00)
Holder of PTLO: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-04-30: 2480794 (value 10568183; 0.03% of shares outstanding; change 0.08)
Holder of PTLO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 368551 (value 1603196; 0.01% of shares outstanding; change 0.00)
Holder of PTLO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 351358 (value 1496785; 0.00% of shares outstanding; change 0.07)
Holder of PTLO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 660454 (value 2872974; 0.01% of shares outstanding; change 0.01)
Holder of PTLO: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-04-30: 703558 (value 3060477; 0.01% of shares outstanding; change 0.11)
Holder of PTLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1602173 (value 6825257; 0.02% of shares outstanding; change -0.04)
Holder of PTLO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 562975 (value 2398273; 0.01% of shares outstanding; change -0.01)
Holder of PTLO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 382271 (value 1662878; 0.01% of shares outstanding; change 0.09)
Holder of PTLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1617384 (value 7035620; 0.02% of shares outstanding; change 0.01)
Holder of PTLO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 567738 (value 2469660; 0.01% of shares outstanding; change 0.01)
Holder of PTM.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 3330329 (value 6893780; 0.03% of shares outstanding; change -0.08)
Holder of PTM.TO: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1000 (value 1799; 0.00% of shares outstanding; change 0.11)
Holder of PTM.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 3330329 (value 5994592; 0.03% of shares outstanding; change 0.00)
Holder of PTN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 18979 (value 265706; 0.02% of shares outstanding; change 1.00)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 9065 (value 128277; 0.01% of shares outstanding; change -0.03)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2621 (value 37089; 0.00% of shares outstanding; change 0.10)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3119 (value 44136; 0.00% of shares outstanding; change 0.00)
Holder of PTN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 18979 (value 146236; 0.02% of shares outstanding; change 0.00)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 9032 (value 105855; 0.01% of shares outstanding; change 0.00)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2621 (value 30718; 0.00% of shares outstanding; change 0.00)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3119 (value 36554; 0.00% of shares outstanding; change 0.00)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 8904 (value 68607; 0.01% of shares outstanding; change -0.01)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2621 (value 20195; 0.00% of shares outstanding; change 0.00)
Holder of PTN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3119 (value 24032; 0.00% of shares outstanding; change 0.00)
Holder of PTNM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9064 (value 94174; 0.00% of shares outstanding; change 0.00)
Holder of PTNM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9064 (value 94174; 0.00% of shares outstanding; change 0.00)
Holder of PTNM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9064 (value 94174; 0.00% of shares outstanding; change 0.00)
Holder of PTON: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 3238195 (value 18684385; 0.01% of shares outstanding; change -0.29)
Holder of PTON: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 5499784 (value 31733753; 0.01% of shares outstanding; change -0.11)
Holder of PTON: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 4657548 (value 26874051; 0.01% of shares outstanding; change -0.36)
Holder of PTON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4339583 (value 27773331; 0.01% of shares outstanding; change 0.04)
Holder of PTON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 5138295 (value 32885088; 0.01% of shares outstanding; change -0.01)
Holder of PTON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 9110908 (value 58309812; 0.02% of shares outstanding; change -0.02)
Holder of PTON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12355619 (value 79075962; 0.03% of shares outstanding; change 0.02)
Holder of PTON: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 3877758 (value 22374663; 0.01% of shares outstanding; change 0.01)
Holder of PTON: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 3991766 (value 24269936; 0.01% of shares outstanding; change 0.23)
Holder of PTON: Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund
Shares held as of 2026-03-31: 4487400 (value 25892297; 0.01% of shares outstanding; change -0.06)
Holder of PTON: SmallCap World Fund Inc
Shares held as of 2026-03-31: 5742528 (value 34914569; 0.01% of shares outstanding; change -0.26)
Holder of PTON: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 6129781 (value 37269068; 0.01% of shares outstanding; change 0.32)
Holder of PTON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4564542 (value 27752415; 0.01% of shares outstanding; change 0.05)
Holder of PTON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 5269569 (value 32038979; 0.01% of shares outstanding; change 0.03)
Holder of PTON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 9442725 (value 57411767; 0.02% of shares outstanding; change 0.04)
Holder of PTON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12691028 (value 77161449; 0.03% of shares outstanding; change 0.03)
Holder of PTON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 9696075 (value 62054880; 0.02% of shares outstanding; change 0.00)
Holder of PTON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 9316758 (value 53757693; 0.02% of shares outstanding; change -0.04)
Holder of PTON: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 24824052 (value 150930234; 0.06% of shares outstanding; change 1.00)
Holder of PTON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 9450933 (value 57461671; 0.02% of shares outstanding; change 0.01)
Holder of PTON: Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund
Shares held as of 2026-06-30: 4487400 (value 27283391; 0.01% of shares outstanding; change 0.00)
Holder of PTOR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3539 (value 35106; 0.00% of shares outstanding; change 1.00)
Holder of PTOR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3539 (value 35177; 0.00% of shares outstanding; change 0.00)
Holder of PTOR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3539 (value 35390; 0.00% of shares outstanding; change 0.00)
Holder of PTRN: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2025-12-31: 251103 (value 4718225; 0.00% of shares outstanding; change 0.12)
Holder of PTRN: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2025-12-31: 1182051 (value 22210739; 0.01% of shares outstanding; change 0.34)
Holder of PTRN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 236271 (value 4439532; 0.00% of shares outstanding; change 9.73)
Holder of PTRN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 522406 (value 9816009; 0.00% of shares outstanding; change 0.05)
Holder of PTRN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 721445 (value 13555952; 0.00% of shares outstanding; change 0.36)
Holder of PTRN: HARBOR FUNDS-Harbor Small Cap Growth Fund
Shares held as of 2026-01-31: 520965 (value 11127812; 0.00% of shares outstanding; change 0.02)
Holder of PTRN: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1220801 (value 23866658; 0.01% of shares outstanding; change 0.02)
Holder of PTRN: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2026-03-31: 274104 (value 6076885; 0.00% of shares outstanding; change 0.09)
Holder of PTRN: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2026-03-31: 1102504 (value 24442513; 0.01% of shares outstanding; change -0.07)
Holder of PTRN: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1750000 (value 38797500; 0.01% of shares outstanding; change 0.00)
Holder of PTRN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 238372 (value 5284707; 0.00% of shares outstanding; change 0.01)
Holder of PTRN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 527659 (value 11698200; 0.00% of shares outstanding; change 0.01)
Holder of PTRN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 721445 (value 15994435; 0.00% of shares outstanding; change 0.00)
Holder of PTRN: WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund
Shares held as of 2026-03-31: 1027209 (value 22773223; 0.01% of shares outstanding; change 0.13)
Holder of PTRN: WASATCH FUNDS TRUST-Wasatch Ultra Growth Fund
Shares held as of 2026-03-31: 241912 (value 5363189; 0.00% of shares outstanding; change -0.15)
Holder of PTRN: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1185601 (value 34323149; 0.01% of shares outstanding; change -0.03)
Holder of PTRN: HARBOR FUNDS-Harbor Small Cap Growth Fund
Shares held as of 2026-04-30: 533505 (value 11827805; 0.00% of shares outstanding; change 0.02)
Holder of PTRN: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 1106001 (value 24520042; 0.01% of shares outstanding; change -0.07)
Holder of PTX.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 14724454 (value 1602315079; 0.01% of shares outstanding; change 0.03)
Holder of PTX.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 29172697 (value 4028166055; 0.01% of shares outstanding; change 0.00)
Holder of PTX.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 58048977 (value 6316889659; 0.03% of shares outstanding; change 0.01)
Holder of PTX.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 23211234 (value 2525846476; 0.01% of shares outstanding; change 0.01)
Holder of PTX.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 69128479 (value 7522561063; 0.03% of shares outstanding; change 0.01)
Holder of PTX.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 12879945 (value 1401595610; 0.01% of shares outstanding; change -0.02)
Holder of PTX.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 49045238 (value 6772166552; 0.02% of shares outstanding; change 0.02)
Holder of PTX.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 17531842 (value 2420796775; 0.01% of shares outstanding; change 0.02)
Holder of PTX.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 27286664 (value 3767742615; 0.01% of shares outstanding; change 0.03)
Holder of PTX.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 29546884 (value 4079833796; 0.01% of shares outstanding; change 0.01)
Holder of PTX.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 29232674 (value 3181099575; 0.01% of shares outstanding; change 0.00)
Holder of PTX.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 49654428 (value 5695362740; 0.02% of shares outstanding; change 0.01)
Holder of PTX.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 30096080 (value 3275055416; 0.01% of shares outstanding; change 0.02)
Holder of PTX.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 48739139 (value 5303793091; 0.02% of shares outstanding; change -0.02)
Holder of PTX.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 18117954 (value 1971595748; 0.01% of shares outstanding; change 0.02)
Holder of PTX.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 27730611 (value 3017645080; 0.01% of shares outstanding; change 0.01)
Holder of PTY: -WisdomTree Private Credit and Alternative Income Digital Fund
Shares held as of 2025-12-31: 2177 (value 25862; 0.00% of shares outstanding; change 0.53)
Holder of PTY: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2025-12-31: 55818 (value 661443; 0.00% of shares outstanding; change 1.00)
Holder of PTY: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 250000 (value 2970000; 0.00% of shares outstanding; change 1.00)
Holder of PTY: -WisdomTree Private Credit and Alternative Income Digital Fund
Shares held as of 2026-03-31: 9860 (value 115263; 0.00% of shares outstanding; change 3.53)
Holder of PTY: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2026-03-31: 81086 (value 947895; 0.00% of shares outstanding; change 0.45)
Holder of PTY: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 23 (value 268; 0.00% of shares outstanding; change -1.00)
Holder of PTY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1426571 (value 16904866; 0.01% of shares outstanding; change 0.11)
Holder of PTY: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 4832 (value 56920; 0.00% of shares outstanding; change 1.00)
Holder of PTY: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-04-30: 139368 (value 1684959; 0.00% of shares outstanding; change -0.06)
Holder of PTY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1388928 (value 16444907; 0.01% of shares outstanding; change -0.03)
Holder of PTY: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 3186 (value 37244; 0.00% of shares outstanding; change -0.34)
Holder of PTY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1385868 (value 16200796; 0.01% of shares outstanding; change 0.00)
Holder of PTY: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-06-30: 136142 (value 1591499; 0.00% of shares outstanding; change -0.02)
Holder of PU4.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2152877 (value 180368032; 0.01% of shares outstanding; change 0.02)
Holder of PU4.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3334265 (value 279344717; 0.01% of shares outstanding; change 0.01)
Holder of PU4.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 5799938 (value 509466532; 0.02% of shares outstanding; change -0.32)
Holder of PU4.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 2361742 (value 207030312; 0.01% of shares outstanding; change 0.00)
Holder of PU4.DE: Capital Income Builder
Shares held as of 2026-03-31: 3471078 (value 290806910; 0.01% of shares outstanding; change -0.19)
Holder of PU4.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 3126227 (value 274045070; 0.01% of shares outstanding; change 0.25)
Holder of PU4.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 2680299 (value 235437454; 0.01% of shares outstanding; change 0.15)
Holder of PU4.DE: Income Fund of America
Shares held as of 2026-03-31: 10497034 (value 879441495; 0.04% of shares outstanding; change 0.00)
Holder of PU4.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3546186 (value 297099458; 0.01% of shares outstanding; change -0.22)
Holder of PU4.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2201332 (value 193364994; 0.01% of shares outstanding; change 0.02)
Holder of PU4.DE: Capital Income Builder
Shares held as of 2026-04-30: 3471078 (value 304274710; 0.01% of shares outstanding; change 0.00)
Holder of PU4.DE: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-04-30: 1358177 (value 119302262; 0.01% of shares outstanding; change -0.02)
Holder of PU4.DE: Income Fund of America
Shares held as of 2026-04-30: 10497034 (value 922059428; 0.04% of shares outstanding; change 0.00)
Holder of PU4.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3327572 (value 292293912; 0.01% of shares outstanding; change 0.00)
Holder of PU4.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1626193 (value 136242447; 0.01% of shares outstanding; change 0.02)
Holder of PU4.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1649807 (value 144919040; 0.01% of shares outstanding; change 0.02)
Holder of PU4.DE: Capital Income Builder
Shares held as of 2026-06-30: 4613288 (value 405231201; 0.02% of shares outstanding; change 0.33)
Holder of PU4.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 2361742 (value 207455408; 0.01% of shares outstanding; change 0.00)
Holder of PU4.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 1639086 (value 143977308; 0.01% of shares outstanding; change -0.54)
Holder of PU7.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4881457 (value 527929581; 0.03% of shares outstanding; change -0.01)
Holder of PU7.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4153582 (value 449209899; 0.02% of shares outstanding; change -0.02)
Holder of PU7.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6108304 (value 660613086; 0.03% of shares outstanding; change 0.00)
Holder of PU7.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1779225 (value 192423186; 0.01% of shares outstanding; change -0.01)
Holder of PU7.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 7145416 (value 772776751; 0.04% of shares outstanding; change 0.06)
Holder of PU7.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2458843 (value 265923874; 0.01% of shares outstanding; change 0.00)
Holder of PU7.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 3231576 (value 363875452; 0.02% of shares outstanding; change 0.01)
Holder of PU7.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2531410 (value 273771995; 0.01% of shares outstanding; change 0.02)
Holder of PU7.DE: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-05-31: 1983550 (value 223347726; 0.01% of shares outstanding; change 1.00)
Holder of PU7.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 2370060 (value 256321992; 0.01% of shares outstanding; change -0.27)
Holder of PU7.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2302015 (value 248962925; 0.01% of shares outstanding; change 0.00)
Holder of PU7.DE: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-06-30: 1961016 (value 212083883; 0.01% of shares outstanding; change -0.01)
Holder of PUB.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2152877 (value 188592021; 0.01% of shares outstanding; change 0.02)
Holder of PUB.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3334265 (value 295015778; 0.01% of shares outstanding; change 0.01)
Holder of PUB.PA: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 5799938 (value 505522617; 0.02% of shares outstanding; change -0.32)
Holder of PUB.PA: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 2361742 (value 205849441; 0.01% of shares outstanding; change 0.00)
Holder of PUB.PA: Capital Income Builder
Shares held as of 2026-03-31: 3471078 (value 307120993; 0.01% of shares outstanding; change -0.19)
Holder of PUB.PA: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 3126227 (value 272481956; 0.01% of shares outstanding; change 0.25)
Holder of PUB.PA: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 2680299 (value 233614870; 0.01% of shares outstanding; change 0.15)
Holder of PUB.PA: Income Fund of America
Shares held as of 2026-03-31: 10497034 (value 928777603; 0.04% of shares outstanding; change 0.00)
Holder of PUB.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3546186 (value 309085584; 0.01% of shares outstanding; change -0.22)
Holder of PUB.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2201332 (value 191868105; 0.01% of shares outstanding; change 0.02)
Holder of PUB.PA: Capital Income Builder
Shares held as of 2026-04-30: 3471078 (value 302539171; 0.01% of shares outstanding; change 0.00)
Holder of PUB.PA: Income Fund of America
Shares held as of 2026-04-30: 10497034 (value 914921521; 0.04% of shares outstanding; change 0.00)
Holder of PUB.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3327572 (value 290031187; 0.01% of shares outstanding; change 0.00)
Holder of PUB.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1626193 (value 143885562; 0.01% of shares outstanding; change 0.02)
Holder of PUB.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1649807 (value 143797184; 0.01% of shares outstanding; change 0.02)
Holder of PUBM: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 172885 (value 2019296; 0.00% of shares outstanding; change 0.00)
Holder of PUBM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 385086 (value 4497804; 0.01% of shares outstanding; change 0.05)
Holder of PUBM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1175859 (value 13734033; 0.03% of shares outstanding; change -0.07)
Holder of PUBM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 197207 (value 2228439; 0.01% of shares outstanding; change -0.17)
Holder of PUBM: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 239196 (value 2702914; 0.01% of shares outstanding; change 0.00)
Holder of PUBM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 369452 (value 4174807; 0.01% of shares outstanding; change 0.01)
Holder of PUBM: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 187155 (value 2159768; 0.00% of shares outstanding; change -0.09)
Holder of PUBM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 204082 (value 2355106; 0.01% of shares outstanding; change 0.02)
Holder of PUBM: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 211681 (value 2650246; 0.01% of shares outstanding; change 0.74)
Holder of PUBM: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 172885 (value 1995092; 0.00% of shares outstanding; change 0.00)
Holder of PUBM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 397031 (value 4970828; 0.01% of shares outstanding; change 0.03)
Holder of PUBM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1175859 (value 14721755; 0.03% of shares outstanding; change 0.00)
Holder of PUBM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 936784 (value 10941637; 0.02% of shares outstanding; change 0.01)
Holder of PUBM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 323337 (value 3776576; 0.01% of shares outstanding; change 0.00)
Holder of PUBM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 276996 (value 3467990; 0.01% of shares outstanding; change 1.06)
Holder of PUBM: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 189304 (value 2370086; 0.01% of shares outstanding; change -0.21)
Holder of PUBM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 203339 (value 2297730; 0.01% of shares outstanding; change 0.00)
Holder of PUBM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 379853 (value 4755759; 0.01% of shares outstanding; change 0.03)
Holder of PUBM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 926087 (value 10464783; 0.02% of shares outstanding; change -0.01)
Holder of PUBM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 333520 (value 3768776; 0.01% of shares outstanding; change 0.03)
Holder of PUBM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 346323 (value 3913449; 0.01% of shares outstanding; change 1.68)
Holder of PUBM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 189140 (value 2368032; 0.01% of shares outstanding; change -0.07)
Holder of PUBM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 934885 (value 11704760; 0.02% of shares outstanding; change 0.01)
Holder of PUBM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 336347 (value 4211064; 0.01% of shares outstanding; change 0.01)
Holder of PUBM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 462788 (value 5794105; 0.01% of shares outstanding; change 0.34)
Holder of PUIG.MC: -Price (T.Rowe) Non-U.S. Equities Trust
Shares held as of 2025-12-31: 344852 (value 5524529; 0.00% of shares outstanding; change 0.03)
Holder of PUIG.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1361553 (value 21812079; 0.01% of shares outstanding; change 0.00)
Holder of PUIG.MC: BlackRock Mid-Cap Value Series, Inc.-BlackRock Mid-Cap Value Fund
Shares held as of 2026-01-31: 244704 (value 3961757; 0.00% of shares outstanding; change -0.01)
Holder of PUIG.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 362624 (value 5870882; 0.00% of shares outstanding; change 0.02)
Holder of PUIG.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 533642 (value 8639664; 0.00% of shares outstanding; change 0.03)
Holder of PUIG.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-01-31: 108699 (value 1759836; 0.00% of shares outstanding; change 0.16)
Holder of PUIG.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2114685 (value 34236751; 0.01% of shares outstanding; change 0.00)
Holder of PUIG.MC: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 310788 (value 5211914; 0.00% of shares outstanding; change -0.02)
Holder of PUIG.MC: Federated Hermes World Investment Series, Inc.-Federated Hermes Intl S
Shares held as of 2026-03-31: 174373 (value 2924235; 0.00% of shares outstanding; change 0.00)