speb/financial-data huggingface dataset:
Holder of PNTG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 331234 (value 11305016; 0.01% of shares outstanding; change 0.01)
Holder of PNTG: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 358473 (value 14754748; 0.01% of shares outstanding; change -0.06)
Holder of PNTG: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2026-03-31: 699307 (value 28783476; 0.02% of shares outstanding; change 0.20)
Holder of PNTG: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 342820 (value 10870821; 0.01% of shares outstanding; change 1.00)
Holder of PNTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 384985 (value 15845982; 0.01% of shares outstanding; change 0.02)
Holder of PNTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1032539 (value 42499305; 0.03% of shares outstanding; change 0.00)
Holder of PNTG: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 484039 (value 19923045; 0.01% of shares outstanding; change -0.12)
Holder of PNTG: WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund
Shares held as of 2026-03-31: 434901 (value 17900525; 0.01% of shares outstanding; change 1.00)
Holder of PNTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 823394 (value 28201244; 0.02% of shares outstanding; change 0.01)
Holder of PNTG: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 342820 (value 11700446; 0.01% of shares outstanding; change 0.00)
Holder of PNTG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 334625 (value 13773164; 0.01% of shares outstanding; change 0.01)
Holder of PNTG: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 378529 (value 15580253; 0.01% of shares outstanding; change 0.02)
Holder of PNTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 791160 (value 27002291; 0.02% of shares outstanding; change -0.04)
Holder of PNTG: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 353420 (value 14546767; 0.01% of shares outstanding; change 0.03)
Holder of PNTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 798686 (value 32873915; 0.02% of shares outstanding; change 0.01)
Holder of PNW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3018252 (value 301040448; 0.02% of shares outstanding; change 0.02)
Holder of PNW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2716655 (value 270959163; 0.02% of shares outstanding; change -0.04)
Holder of PNW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1751228 (value 174667476; 0.01% of shares outstanding; change -0.03)
Holder of PNW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3750645 (value 374089324; 0.03% of shares outstanding; change 0.00)
Holder of PNW: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 2457400 (value 256159370; 0.02% of shares outstanding; change 0.00)
Holder of PNW: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 5138988 (value 553623194; 0.04% of shares outstanding; change 0.00)
Holder of PNW: Capital Income Builder
Shares held as of 2026-03-31: 4412220 (value 459929803; 0.04% of shares outstanding; change 0.03)
Holder of PNW: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 2240323 (value 242223728; 0.02% of shares outstanding; change 0.20)
Holder of PNW: Investment Co of America
Shares held as of 2026-03-31: 2240323 (value 241350004; 0.02% of shares outstanding; change 0.20)
Holder of PNW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3042004 (value 322634936; 0.03% of shares outstanding; change 0.01)
Holder of PNW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2787755 (value 295669288; 0.02% of shares outstanding; change 0.03)
Holder of PNW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1775277 (value 188285874; 0.01% of shares outstanding; change 0.01)
Holder of PNW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3840860 (value 407361602; 0.03% of shares outstanding; change 0.02)
Holder of PNW: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 2457400 (value 265694094; 0.02% of shares outstanding; change 0.00)
Holder of PNW: Capital Income Builder
Shares held as of 2026-04-30: 4412220 (value 475328475; 0.04% of shares outstanding; change 0.00)
Holder of PNW: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 1988433 (value 204927900; 0.02% of shares outstanding; change -0.03)
Holder of PNW: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 2270569 (value 236684107; 0.02% of shares outstanding; change 0.00)
Holder of PNW: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 1947610 (value 210575598; 0.02% of shares outstanding; change -0.02)
Holder of PNW: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2260708 (value 239770684; 0.02% of shares outstanding; change 0.00)
Holder of PNW: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 2457400 (value 260631838; 0.02% of shares outstanding; change 0.00)
Holder of PNW: Capital Income Builder
Shares held as of 2026-06-30: 4412220 (value 467960042; 0.04% of shares outstanding; change 0.00)
Holder of PNW: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 5138988 (value 545041054; 0.04% of shares outstanding; change 0.00)
Holder of PNW: Investment Co of America
Shares held as of 2026-06-30: 2240323 (value 237608651; 0.02% of shares outstanding; change 0.00)
Holder of PNW: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 1979879 (value 209985961; 0.02% of shares outstanding; change 0.02)
Holder of POCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 54169 (value 294679; 0.01% of shares outstanding; change 0.00)
Holder of POCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 139956 (value 761360; 0.02% of shares outstanding; change 0.00)
Holder of POCI: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 1048 (value 4506; 0.00% of shares outstanding; change 0.00)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 33897 (value 196602; 0.01% of shares outstanding; change 0.15)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8888 (value 51550; 0.00% of shares outstanding; change 0.18)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 12212 (value 70829; 0.00% of shares outstanding; change 0.00)
Holder of POCI: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 1670550 (value 7183365; 0.30% of shares outstanding; change 1.32)
Holder of POCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 54169 (value 232926; 0.01% of shares outstanding; change 0.00)
Holder of POCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 139956 (value 601810; 0.02% of shares outstanding; change 0.00)
Holder of POCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 15157 (value 87910; 0.00% of shares outstanding; change -0.01)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 33774 (value 183730; 0.01% of shares outstanding; change 0.00)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8888 (value 48350; 0.00% of shares outstanding; change 0.00)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 12212 (value 66433; 0.00% of shares outstanding; change 0.00)
Holder of POCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 15257 (value 82998; 0.00% of shares outstanding; change 0.01)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 33774 (value 145228; 0.01% of shares outstanding; change 0.00)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8888 (value 38218; 0.00% of shares outstanding; change 0.00)
Holder of POCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 12212 (value 52511; 0.00% of shares outstanding; change 0.00)
Holder of POCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 15057 (value 64745; 0.00% of shares outstanding; change -0.01)
Holder of PODC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 53033 (value 261983; 0.00% of shares outstanding; change 0.00)
Holder of PODC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 59206 (value 292477; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 12700 (value 48767; 0.00% of shares outstanding; change 1.00)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 52171 (value 220161; 0.00% of shares outstanding; change 0.49)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9883 (value 41706; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10156 (value 42858; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 5883 (value 24826; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-03-31: 315387 (value 1558011; 0.01% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Puritan Trust-Fidelity Puritan K6 Fund
Shares held as of 2026-03-31: 19962 (value 98612; 0.00% of shares outstanding; change 0.00)
Holder of PODC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 53033 (value 203646; 0.00% of shares outstanding; change 0.00)
Holder of PODC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 62706 (value 240791; 0.00% of shares outstanding; change 0.06)
Holder of PODC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 11571 (value 48829; 0.00% of shares outstanding; change -0.01)
Holder of PODC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 6635 (value 25478; 0.00% of shares outstanding; change 1.00)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 51981 (value 220399; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9883 (value 41903; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10156 (value 43061; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 5883 (value 24943; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-04-30: 315387 (value 1337240; 0.01% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Puritan Trust-Fidelity Puritan K6 Fund
Shares held as of 2026-04-30: 19962 (value 84638; 0.00% of shares outstanding; change 0.00)
Holder of PODC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 11647 (value 49383; 0.00% of shares outstanding; change 0.01)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 37191 (value 142813; 0.00% of shares outstanding; change -0.28)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9883 (value 37950; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10156 (value 38999; 0.00% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-05-31: 315387 (value 1211086; 0.01% of shares outstanding; change 0.00)
Holder of PODC: Fidelity Puritan Trust-Fidelity Puritan K6 Fund
Shares held as of 2026-05-31: 19962 (value 76654; 0.00% of shares outstanding; change 0.00)
Holder of PODC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 11495 (value 44140; 0.00% of shares outstanding; change -0.01)
Holder of PODD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1773877 (value 257105736; 0.03% of shares outstanding; change 0.02)
Holder of PODD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 798142 (value 115682703; 0.01% of shares outstanding; change -0.04)
Holder of PODD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2218215 (value 321508087; 0.03% of shares outstanding; change 0.00)
Holder of PODD: AMCAP FUND
Shares held as of 2026-03-31: 900000 (value 146933995; 0.01% of shares outstanding; change 0.00)
Holder of PODD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 898386 (value 130212069; 0.01% of shares outstanding; change 0.00)
Holder of PODD: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-03-31: 889382 (value 128907029; 0.01% of shares outstanding; change -0.02)
Holder of PODD: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 865860 (value 141360298; 0.01% of shares outstanding; change 1.00)
Holder of PODD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1787361 (value 291804547; 0.03% of shares outstanding; change 0.01)
Holder of PODD: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 759976 (value 124073677; 0.01% of shares outstanding; change -0.01)
Holder of PODD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 811608 (value 132503117; 0.01% of shares outstanding; change 0.02)
Holder of PODD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2240761 (value 365826628; 0.03% of shares outstanding; change 0.01)
Holder of PODD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 901487 (value 129850181; 0.01% of shares outstanding; change 0.00)
Holder of PODD: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-04-30: 889382 (value 128106577; 0.01% of shares outstanding; change 0.00)
Holder of PODD: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 706706 (value 102429969; 0.01% of shares outstanding; change -0.03)
Holder of PODD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 840091 (value 128718744; 0.01% of shares outstanding; change 0.03)
Holder of PODD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 910272 (value 131115572; 0.01% of shares outstanding; change 0.01)
Holder of PODD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 900237 (value 146972687; 0.01% of shares outstanding; change 0.00)
Holder of PODD: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 703259 (value 115376669; 0.01% of shares outstanding; change 0.00)
Holder of PODD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 848332 (value 136818983; 0.01% of shares outstanding; change 0.01)
Holder of PODD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 927164 (value 151368789; 0.01% of shares outstanding; change 0.02)
Holder of PODD: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1207442 (value 197126974; 0.02% of shares outstanding; change 0.72)
Holder of PODD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 837098 (value 136664614; 0.01% of shares outstanding; change -0.01)
Holder of POET: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 57806 (value 685579; 0.00% of shares outstanding; change 0.00)
Holder of POET: NORTHERN LIGHTS FUND TRUST III-Counterpoint Tactical Equity Fund
Shares held as of 2026-03-31: 100591 (value 693071; 0.00% of shares outstanding; change 1.00)
Holder of POET: Northern Lights Fund Trust IV-USA Mutuals Vice Fund
Shares held as of 2026-03-31: 100000 (value 688999; 0.00% of shares outstanding; change 0.00)
Holder of POET: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 57806 (value 639623; 0.00% of shares outstanding; change 0.00)
Holder of POET: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 67019 (value 814280; 0.00% of shares outstanding; change 0.02)
Holder of POET: -Global X AI Semiconductor & Quantum ETF
Shares held as of 2026-05-31: 7787 (value 57545; 0.00% of shares outstanding; change 1.00)
Holder of POET: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 57806 (value 398283; 0.00% of shares outstanding; change 0.00)
Holder of POET: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 65663 (value 452418; 0.00% of shares outstanding; change -0.02)
Holder of POET: -Global X AI Semiconductor & Quantum ETF
Shares held as of 2026-06-30: 8662 (value 59681; 0.00% of shares outstanding; change 0.11)
Holder of POLA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 7863 (value 16197; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 29571 (value 55593; 0.01% of shares outstanding; change 0.53)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 267 (value 501; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2928 (value 5504; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1011 (value 1900; 0.00% of shares outstanding; change 0.00)
Holder of POLA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7863 (value 11401; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 29463 (value 55092; 0.01% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 267 (value 499; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2928 (value 5475; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1011 (value 1890; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16418 (value 23806; 0.00% of shares outstanding; change -0.44)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 267 (value 387; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2928 (value 4245; 0.00% of shares outstanding; change 0.00)
Holder of POLA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1011 (value 1465; 0.00% of shares outstanding; change 0.00)
Holder of POLE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 534420 (value 5734326; 0.02% of shares outstanding; change -0.47)
Holder of POLE: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 51360 (value 551606; 0.00% of shares outstanding; change -0.04)
Holder of POLE: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 1010011 (value 10847517; 0.04% of shares outstanding; change -0.04)
Holder of POLE: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 65000 (value 698099; 0.00% of shares outstanding; change 0.00)
Holder of POLE: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-01-31: 825000 (value 8860499; 0.03% of shares outstanding; change 0.00)
Holder of POLE: Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo
Shares held as of 2026-02-28: 136697 (value 1474960; 0.01% of shares outstanding; change 1.00)
Holder of POLE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 534420 (value 5771736; 0.02% of shares outstanding; change 0.00)
Holder of POLE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 52730 (value 569484; 0.00% of shares outstanding; change 0.00)
Holder of POLE: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 51360 (value 554688; 0.00% of shares outstanding; change 0.00)
Holder of POLE: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 1010011 (value 10908118; 0.04% of shares outstanding; change 0.00)
Holder of POLE: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 65000 (value 702000; 0.00% of shares outstanding; change 0.00)
Holder of POLE: RiverPark Funds Trust-RiverPark Short Term High Yield Fund
Shares held as of 2026-03-31: 266868 (value 2882174; 0.01% of shares outstanding; change 1.00)
Holder of POLE: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 393586 (value 4250728; 0.02% of shares outstanding; change 1.00)
Holder of POLE: TRT for Professional Managers-CrossingBridge Ultra-Short Duration Fd.
Shares held as of 2026-03-31: 140000 (value 1507800; 0.01% of shares outstanding; change 1.00)
Holder of POLE: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-04-30: 825000 (value 8910000; 0.03% of shares outstanding; change 0.00)
Holder of POLE: Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo
Shares held as of 2026-05-31: 136697 (value 1476327; 0.01% of shares outstanding; change 0.00)
Holder of POLE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 19676 (value 212500; 0.00% of shares outstanding; change 0.00)
Holder of PONY: BARON SELECT FUNDS-Baron Emerging Markets Fund
Shares held as of 2026-03-31: 1831640 (value 13059593; 0.01% of shares outstanding; change -0.17)
Holder of PONY: Baillie Gifford Funds-Baillie Gifford Emerging Markets Equities Fund
Shares held as of 2026-03-31: 2043460 (value 14569870; 0.01% of shares outstanding; change 0.00)
Holder of PONY: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-03-31: 1793220 (value 17985996; 0.01% of shares outstanding; change 0.00)
Holder of PONY: Fidelity Investment Trust-Fidelity China Region Fund
Shares held as of 2026-03-31: 534500 (value 5361034; 0.00% of shares outstanding; change 0.00)
Holder of PONY: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-03-31: 4496300 (value 45097887; 0.01% of shares outstanding; change 0.77)
Holder of PONY: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 1589600 (value 15943687; 0.00% of shares outstanding; change 0.12)
Holder of PONY: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1878873 (value 18845095; 0.01% of shares outstanding; change 0.00)
Holder of PONY: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-04-30: 1785795 (value 17911523; 0.01% of shares outstanding; change -0.01)
Holder of PONY: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-04-30: 2169832 (value 16002511; 0.01% of shares outstanding; change 0.21)
Holder of PONY: Fidelity Investment Trust-Fidelity China Region Fund
Shares held as of 2026-04-30: 534500 (value 3941937; 0.00% of shares outstanding; change 0.00)
Holder of PONY: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-04-30: 4496300 (value 33160212; 0.01% of shares outstanding; change 0.00)
Holder of PONY: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 1776200 (value 13099475; 0.01% of shares outstanding; change 0.12)
Holder of PONY: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 1863627 (value 13744249; 0.01% of shares outstanding; change -0.01)
Holder of PONY: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-04-30: 1479367 (value 12752143; 0.00% of shares outstanding; change -0.01)
Holder of PONY: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 2607796 (value 22479201; 0.01% of shares outstanding; change 0.01)
Holder of PONY: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 3455013 (value 24634243; 0.01% of shares outstanding; change 1.00)
Holder of PONY: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3669009 (value 26160034; 0.01% of shares outstanding; change 1.00)
Holder of PONY: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-05-31: 1840405 (value 13572986; 0.01% of shares outstanding; change 0.03)
Holder of PONY: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-05-31: 4496300 (value 32058619; 0.01% of shares outstanding; change 0.00)
Holder of PONY: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 1776200 (value 12664306; 0.01% of shares outstanding; change 0.00)
Holder of PONY: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 1863627 (value 13287660; 0.01% of shares outstanding; change 0.00)
Holder of PONY: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-05-31: 1541287 (value 10264971; 0.00% of shares outstanding; change 0.04)
Holder of PONY: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 2657560 (value 17699349; 0.01% of shares outstanding; change 0.02)
Holder of PONY: ARK ETF Trust-ARK Autonomous Technology & Robotics ETF
Shares held as of 2026-06-30: 2061176 (value 14696185; 0.01% of shares outstanding; change 0.12)
Holder of PONY: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-06-30: 1526048 (value 10880722; 0.00% of shares outstanding; change -0.01)
Holder of PONY: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 2653556 (value 18919854; 0.01% of shares outstanding; change 0.00)
Holder of POOL: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 914600 (value 165908434; 0.03% of shares outstanding; change 1.00)
Holder of POOL: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 407852 (value 73984350; 0.01% of shares outstanding; change -0.06)
Holder of POOL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 826345 (value 149898977; 0.02% of shares outstanding; change 0.02)
Holder of POOL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 429893 (value 77982587; 0.01% of shares outstanding; change -0.03)
Holder of POOL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 760579 (value 137969025; 0.02% of shares outstanding; change -0.04)
Holder of POOL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1060794 (value 192428025; 0.03% of shares outstanding; change 0.00)
Holder of POOL: -Price (T.Rowe) U.S. Mid-Cap Growth Equity Trust
Shares held as of 2026-03-31: 367433 (value 67523163; 0.01% of shares outstanding; change 0.21)
Holder of POOL: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 877478 (value 161254135; 0.02% of shares outstanding; change 0.40)
Holder of POOL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 418610 (value 75935851; 0.01% of shares outstanding; change 0.00)
Holder of POOL: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1025580 (value 188470840; 0.03% of shares outstanding; change 0.12)
Holder of POOL: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 367834 (value 67596855; 0.01% of shares outstanding; change -0.10)
Holder of POOL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 832429 (value 152975480; 0.02% of shares outstanding; change 0.01)
Holder of POOL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 763399 (value 140289837; 0.02% of shares outstanding; change 0.00)
Holder of POOL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1051833 (value 193295354; 0.03% of shares outstanding; change -0.01)
Holder of POOL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 420056 (value 82631314; 0.01% of shares outstanding; change 0.00)
Holder of POOL: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 799759 (value 148371293; 0.02% of shares outstanding; change -0.03)
Holder of POOL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 391923 (value 72709556; 0.01% of shares outstanding; change 0.03)
Holder of POOL: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 503601 (value 92546757; 0.01% of shares outstanding; change 1.00)
Holder of POOL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 423844 (value 83376470; 0.01% of shares outstanding; change 0.00)
Holder of POOL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 419477 (value 77087290; 0.01% of shares outstanding; change 0.00)
Holder of POOL: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 796430 (value 160217821; 0.02% of shares outstanding; change 0.00)
Holder of POOL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 395742 (value 83279947; 0.01% of shares outstanding; change 0.01)
Holder of POOL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 431672 (value 79328365; 0.01% of shares outstanding; change 0.02)
Holder of POR: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 3360344 (value 168420437; 0.03% of shares outstanding; change -0.22)
Holder of POR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1211794 (value 60735113; 0.01% of shares outstanding; change 0.03)
Holder of POR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2553742 (value 127993546; 0.02% of shares outstanding; change -0.02)
Holder of POR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1645877 (value 82491353; 0.01% of shares outstanding; change -0.01)
Holder of POR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3564988 (value 178677194; 0.03% of shares outstanding; change 0.03)
Holder of POR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1111110 (value 56599941; 0.01% of shares outstanding; change 0.01)
Holder of POR: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 3216644 (value 167426317; 0.03% of shares outstanding; change -0.04)
Holder of POR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1255297 (value 65338207; 0.01% of shares outstanding; change 0.04)
Holder of POR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2664303 (value 138676969; 0.02% of shares outstanding; change 0.04)
Holder of POR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1696810 (value 88318959; 0.01% of shares outstanding; change 0.03)
Holder of POR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3662528 (value 190634579; 0.03% of shares outstanding; change 0.03)
Holder of POR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2773441 (value 139004859; 0.02% of shares outstanding; change 0.00)
Holder of POR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 971443 (value 48688722; 0.01% of shares outstanding; change -0.01)
Holder of POR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1122465 (value 58424302; 0.01% of shares outstanding; change 0.01)
Holder of POR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 851040 (value 43003050; 0.01% of shares outstanding; change 0.00)
Holder of POR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3799627 (value 190665284; 0.03% of shares outstanding; change 0.02)
Holder of POR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2670464 (value 136033432; 0.02% of shares outstanding; change -0.04)
Holder of POR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 965605 (value 49187917; 0.01% of shares outstanding; change -0.01)
Holder of POR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 842735 (value 44479552; 0.01% of shares outstanding; change -0.01)
Holder of POR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3816109 (value 198628470; 0.03% of shares outstanding; change 0.00)
Holder of POR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2710398 (value 141076213; 0.02% of shares outstanding; change 0.02)
Holder of POR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 981646 (value 51094673; 0.01% of shares outstanding; change 0.02)
Holder of POR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 890430 (value 46346880; 0.01% of shares outstanding; change 0.06)
Holder of POST: ALPS SERIES TRUST-Clarkston Founders Fund
Shares held as of 2025-12-31: 530000 (value 48675198; 0.01% of shares outstanding; change 0.00)
Holder of POST: ALPS SERIES TRUST-Clarkston Partners Fund
Shares held as of 2025-12-31: 760000 (value 69798397; 0.02% of shares outstanding; change 0.00)
Holder of POST: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2025-12-31: 1079743 (value 99163593; 0.02% of shares outstanding; change 0.09)
Holder of POST: JPMorgan Trust I-JPMorgan Value Advantage Fund
Shares held as of 2025-12-31: 710566 (value 65258378; 0.02% of shares outstanding; change 0.12)
Holder of POST: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 395984 (value 35808833; 0.01% of shares outstanding; change -0.11)
Holder of POST: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 1128214 (value 103615169; 0.02% of shares outstanding; change -0.06)
Holder of POST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1005678 (value 92361463; 0.02% of shares outstanding; change -0.08)
Holder of POST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1391750 (value 127818314; 0.03% of shares outstanding; change -0.04)
Holder of POST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 786320 (value 69699404; 0.02% of shares outstanding; change 0.00)
Holder of POST: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 595000 (value 52740799; 0.01% of shares outstanding; change 0.00)
Holder of POST: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 874837 (value 79531434; 0.02% of shares outstanding; change -0.19)
Holder of POST: JPMorgan Trust I-JPMorgan Value Advantage Fund
Shares held as of 2026-03-31: 668248 (value 60750428; 0.01% of shares outstanding; change -0.06)
Holder of POST: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 358843 (value 32622418; 0.01% of shares outstanding; change -0.09)
Holder of POST: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 1016709 (value 92429018; 0.02% of shares outstanding; change -0.10)
Holder of POST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 470149 (value 42741247; 0.01% of shares outstanding; change -0.09)
Holder of POST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 939848 (value 85441585; 0.02% of shares outstanding; change -0.07)
Holder of POST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1297154 (value 117924274; 0.03% of shares outstanding; change -0.07)
Holder of POST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 786320 (value 71484354; 0.02% of shares outstanding; change 0.00)
Holder of POST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 379654 (value 34514346; 0.01% of shares outstanding; change 0.53)
Holder of POST: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1425765 (value 126051888; 0.03% of shares outstanding; change 0.02)
Holder of POST: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1431650 (value 130151306; 0.03% of shares outstanding; change 0.00)
Holder of POU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 696235 (value 21444037; 0.00% of shares outstanding; change 0.02)
Holder of POU.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 749644 (value 21117471; 0.01% of shares outstanding; change 0.07)
Holder of POU.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 380813 (value 10727502; 0.00% of shares outstanding; change 0.00)
Holder of POU.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 384576 (value 10833505; 0.00% of shares outstanding; change 0.00)
Holder of POU.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 324656 (value 9145559; 0.00% of shares outstanding; change 0.09)
Holder of POU.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 271353 (value 7644014; 0.00% of shares outstanding; change 0.03)
Holder of POU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1090252 (value 30712398; 0.01% of shares outstanding; change 0.00)
Holder of POU.TO: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 156883 (value 4753554; 0.00% of shares outstanding; change -0.07)
Holder of POU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 717584 (value 21742794; 0.00% of shares outstanding; change 0.03)
Holder of POU.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 646730 (value 19919283; 0.00% of shares outstanding; change 0.00)
Holder of POU.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1070650 (value 32440694; 0.01% of shares outstanding; change 0.43)
Holder of POU.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 396213 (value 12005253; 0.00% of shares outstanding; change 0.04)
Holder of POU.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 393080 (value 11910323; 0.00% of shares outstanding; change 0.02)
Holder of POU.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 367658 (value 11140037; 0.00% of shares outstanding; change 0.13)
Holder of POU.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 278417 (value 8436034; 0.00% of shares outstanding; change 0.03)
Holder of POU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1090252 (value 33034634; 0.01% of shares outstanding; change 0.00)
Holder of POU.TO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 141114 (value 4275754; 0.00% of shares outstanding; change 0.00)
Holder of POU.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 627554 (value 17678196; 0.00% of shares outstanding; change -0.03)
Holder of POU.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 582120 (value 17638235; 0.00% of shares outstanding; change -0.07)
Holder of POW.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5087675 (value 418970028; 0.01% of shares outstanding; change 0.02)
Holder of POW.TO: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 10763570 (value 937937483; 0.02% of shares outstanding; change 0.00)
Holder of POW.TO: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 4200347 (value 366018235; 0.01% of shares outstanding; change -0.06)
Holder of POW.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1843430 (value 160636489; 0.00% of shares outstanding; change -0.02)
Holder of POW.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1196263 (value 104242357; 0.00% of shares outstanding; change 0.01)
Holder of POW.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7895108 (value 687979706; 0.01% of shares outstanding; change 0.01)
Holder of POW.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1165238 (value 108250611; 0.00% of shares outstanding; change 0.01)
Holder of POW.TO: Capital Income Builder
Shares held as of 2026-03-31: 1496962 (value 130445267; 0.00% of shares outstanding; change -0.72)
Holder of POW.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 2485311 (value 204665357; 0.00% of shares outstanding; change 0.02)
Holder of POW.TO: Income Fund of America
Shares held as of 2026-03-31: 7865997 (value 685442973; 0.01% of shares outstanding; change -0.18)
Holder of POW.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5156604 (value 479048519; 0.01% of shares outstanding; change 0.01)
Holder of POW.TO: Capital Income Builder
Shares held as of 2026-04-30: 1496962 (value 137525903; 0.00% of shares outstanding; change 0.00)
Holder of POW.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 2598553 (value 226437906; 0.00% of shares outstanding; change 0.05)
Holder of POW.TO: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 10763570 (value 999935669; 0.02% of shares outstanding; change 0.00)
Holder of POW.TO: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 4200347 (value 390212242; 0.01% of shares outstanding; change 0.00)
Holder of POW.TO: Income Fund of America
Shares held as of 2026-04-30: 11277425 (value 1047672799; 0.02% of shares outstanding; change 0.43)
Holder of POW.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1925998 (value 178925217; 0.00% of shares outstanding; change 0.04)
Holder of POW.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1230033 (value 114270067; 0.00% of shares outstanding; change 0.03)
Holder of POW.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7815461 (value 726056338; 0.01% of shares outstanding; change -0.01)
Holder of POW.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2658702 (value 246993419; 0.00% of shares outstanding; change 0.02)
Holder of POW.TO: Capital Income Builder
Shares held as of 2026-06-30: 1496962 (value 139067772; 0.00% of shares outstanding; change 0.00)
Holder of POWI: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 915886 (value 76934424; 0.02% of shares outstanding; change 0.08)
Holder of POWI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1257446 (value 105625464; 0.02% of shares outstanding; change -0.05)
Holder of POWI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1770072 (value 148686048; 0.03% of shares outstanding; change 0.01)
Holder of POWI: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1566967 (value 128694995; 0.03% of shares outstanding; change 0.00)
Holder of POWI: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1408056 (value 89355232; 0.03% of shares outstanding; change 0.03)
Holder of POWI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 2236517 (value 157562615; 0.04% of shares outstanding; change -0.05)
Holder of POWI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1112390 (value 70592268; 0.02% of shares outstanding; change -0.12)
Holder of POWI: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 626142 (value 39734970; 0.01% of shares outstanding; change 0.70)
Holder of POWI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 619383 (value 47704876; 0.01% of shares outstanding; change 0.04)
Holder of POWI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1281071 (value 81296764; 0.02% of shares outstanding; change 0.02)
Holder of POWI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1789424 (value 113556845; 0.03% of shares outstanding; change 0.01)
Holder of POWI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1349989 (value 113399076; 0.02% of shares outstanding; change -0.01)
Holder of POWI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-04-30: 997045 (value 76792402; 0.02% of shares outstanding; change 0.04)
Holder of POWI: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1566967 (value 99439724; 0.03% of shares outstanding; change 0.00)
Holder of POWI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3382760 (value 294672225; 0.06% of shares outstanding; change 0.02)