speb/financial-data huggingface dataset:
Holder of PARR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1717321 (value 132903471; 0.03% of shares outstanding; change 0.05)
Holder of PARR: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-06-30: 540444 (value 41824960; 0.01% of shares outstanding; change 0.11)
Holder of PARR: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 1410524 (value 109160451; 0.03% of shares outstanding; change 0.07)
Holder of PASG: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 2708 (value 15218; 0.00% of shares outstanding; change 1.00)
Holder of PASG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 35200 (value 203103; 0.01% of shares outstanding; change 0.38)
Holder of PASG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 73230 (value 422537; 0.02% of shares outstanding; change 0.00)
Holder of PASG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 737 (value 4119; 0.00% of shares outstanding; change 1.00)
Holder of PASG: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 792 (value 4427; 0.00% of shares outstanding; change 1.00)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 22270 (value 125157; 0.01% of shares outstanding; change 1.80)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 623 (value 3501; 0.00% of shares outstanding; change 0.00)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4783 (value 26880; 0.00% of shares outstanding; change 0.14)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6427 (value 36119; 0.00% of shares outstanding; change 0.00)
Holder of PASG: Master Investment Portfolio-Diversified Equity Master Portfolio
Shares held as of 2026-03-31: 504 (value 2817; 0.00% of shares outstanding; change 0.00)
Holder of PASG: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 2708 (value 13377; 0.00% of shares outstanding; change 0.00)
Holder of PASG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 35200 (value 173888; 0.01% of shares outstanding; change 0.00)
Holder of PASG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 78764 (value 389094; 0.02% of shares outstanding; change 0.08)
Holder of PASG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 1544 (value 7627; 0.00% of shares outstanding; change 1.00)
Holder of PASG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1069 (value 5280; 0.00% of shares outstanding; change 1.00)
Holder of PASG: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 1263 (value 6239; 0.00% of shares outstanding; change 1.00)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22189 (value 124036; 0.01% of shares outstanding; change 0.00)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1897 (value 10604; 0.00% of shares outstanding; change 2.04)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4783 (value 26736; 0.00% of shares outstanding; change 0.00)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6427 (value 35926; 0.00% of shares outstanding; change 0.00)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 18535 (value 91562; 0.01% of shares outstanding; change -0.16)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1897 (value 9371; 0.00% of shares outstanding; change 0.00)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4783 (value 23628; 0.00% of shares outstanding; change 0.00)
Holder of PASG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 6427 (value 31749; 0.00% of shares outstanding; change 0.00)
Holder of PASW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5758 (value 927; 0.00% of shares outstanding; change 0.00)
Holder of PASW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5758 (value 1020; 0.00% of shares outstanding; change 0.00)
Holder of PASW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5758 (value 713; 0.00% of shares outstanding; change 0.00)
Holder of PATH: EntrepreneurShares Series Trust-ERShares Private-Public Crossover ETF
Shares held as of 2025-12-31: 2691494 (value 31544310; 0.01% of shares outstanding; change 2.08)
Holder of PATH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4545769 (value 53276413; 0.01% of shares outstanding; change 0.00)
Holder of PATH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 5230289 (value 61298988; 0.01% of shares outstanding; change 0.01)
Holder of PATH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 9267270 (value 108612406; 0.02% of shares outstanding; change 0.01)
Holder of PATH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12844699 (value 150539875; 0.03% of shares outstanding; change 0.04)
Holder of PATH: Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund
Shares held as of 2026-01-31: 3805739 (value 39084941; 0.01% of shares outstanding; change -0.08)
Holder of PATH: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 10243301 (value 111037384; 0.02% of shares outstanding; change 0.03)
Holder of PATH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2222529 (value 24981225; 0.00% of shares outstanding; change 0.12)
Holder of PATH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4777576 (value 51788924; 0.01% of shares outstanding; change 0.05)
Holder of PATH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 5339743 (value 57882814; 0.01% of shares outstanding; change 0.02)
Holder of PATH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 9554359 (value 103569253; 0.02% of shares outstanding; change 0.03)
Holder of PATH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13042623 (value 141382035; 0.03% of shares outstanding; change 0.02)
Holder of PATH: Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund
Shares held as of 2026-04-30: 3805739 (value 41254211; 0.01% of shares outstanding; change 0.00)
Holder of PATH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2312032 (value 23744569; 0.01% of shares outstanding; change 0.04)
Holder of PATH: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 3406861 (value 38293116; 0.01% of shares outstanding; change 0.01)
Holder of PATH: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 3239659 (value 36413766; 0.01% of shares outstanding; change 0.00)
Holder of PATH: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 14441040 (value 148309487; 0.03% of shares outstanding; change 0.02)
Holder of PATH: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 3471937 (value 42184033; 0.01% of shares outstanding; change 0.02)
Holder of PATH: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 3208028 (value 37469768; 0.01% of shares outstanding; change -0.01)
Holder of PATH: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 14528855 (value 157492790; 0.03% of shares outstanding; change 0.01)
Holder of PATH: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-05-31: 2476804 (value 26848555; 0.01% of shares outstanding; change 0.19)
Holder of PATH: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 3466701 (value 37579039; 0.01% of shares outstanding; change 0.00)
Holder of PATH: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 3286045 (value 35620728; 0.01% of shares outstanding; change 0.02)
Holder of PATK: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 438272 (value 37305713; 0.01% of shares outstanding; change 0.12)
Holder of PATK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 358258 (value 32429512; 0.01% of shares outstanding; change 0.01)
Holder of PATK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 992114 (value 89806155; 0.03% of shares outstanding; change -0.02)
Holder of PATK: Vanguard Explorer Fund
Shares held as of 2026-01-31: 950565 (value 83050866; 0.03% of shares outstanding; change -0.07)
Holder of PATK: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 522198 (value 45624440; 0.02% of shares outstanding; change -0.23)
Holder of PATK: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 354659 (value 32103731; 0.01% of shares outstanding; change 0.12)
Holder of PATK: Putnam Funds Trust-Putnam Small Cap Growth Fund
Shares held as of 2026-03-31: 347045 (value 30321322; 0.01% of shares outstanding; change 0.07)
Holder of PATK: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2525383 (value 213394863; 0.08% of shares outstanding; change 0.09)
Holder of PATK: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 426224 (value 36015928; 0.01% of shares outstanding; change -0.03)
Holder of PATK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 370875 (value 31338937; 0.01% of shares outstanding; change 0.04)
Holder of PATK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1002612 (value 84720714; 0.03% of shares outstanding; change 0.01)
Holder of PATK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 796959 (value 72140726; 0.02% of shares outstanding; change 0.01)
Holder of PATK: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 380950 (value 32190275; 0.01% of shares outstanding; change 0.10)
Holder of PATK: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 419259 (value 36630659; 0.01% of shares outstanding; change 0.18)
Holder of PATK: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 385406 (value 32566807; 0.01% of shares outstanding; change 1.00)
Holder of PATK: Vanguard Explorer Fund
Shares held as of 2026-04-30: 704723 (value 59549093; 0.02% of shares outstanding; change -0.26)
Holder of PATK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2028119 (value 177196762; 0.06% of shares outstanding; change 0.02)
Holder of PATK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 765860 (value 66913190; 0.02% of shares outstanding; change -0.04)
Holder of PATK: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 443159 (value 37446935; 0.01% of shares outstanding; change 0.06)
Holder of PATK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2020486 (value 170731067; 0.06% of shares outstanding; change 0.00)
Holder of PATK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 775814 (value 65556283; 0.02% of shares outstanding; change 0.01)
Holder of PAVM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5917 (value 36674; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 1 (value 5; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 8756 (value 47720; 0.00% of shares outstanding; change 0.56)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1217 (value 6632; 0.00% of shares outstanding; change 0.74)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 262 (value 1427; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5917 (value 28046; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 8724 (value 45015; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1217 (value 6279; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 262 (value 1351; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 6189 (value 29335; 0.00% of shares outstanding; change -0.29)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1217 (value 5768; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 262 (value 1241; 0.00% of shares outstanding; change 0.00)
Holder of PAVM: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 1 (value 4; 0.00% of shares outstanding; change 0.00)
Holder of PAVS: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-09-30: 306 (value 1477; 0.00% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1128719 (value 12833534; 0.02% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 650215 (value 7392944; 0.01% of shares outstanding; change 0.01)
Holder of PAX: Capital Income Builder
Shares held as of 2026-03-31: 4600368 (value 52306183; 0.07% of shares outstanding; change -0.06)
Holder of PAX: Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
Shares held as of 2026-03-31: 672843 (value 7798250; 0.01% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 518058 (value 5776346; 0.01% of shares outstanding; change 39.86)
Holder of PAX: Fidelity Select Portfolios-Financials Portfolio
Shares held as of 2026-03-31: 621600 (value 7204344; 0.01% of shares outstanding; change 0.00)
Holder of PAX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3420857 (value 36945256; 0.05% of shares outstanding; change -0.04)
Holder of PAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1632646 (value 18922367; 0.02% of shares outstanding; change 0.02)
Holder of PAX: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 862342 (value 9994543; 0.01% of shares outstanding; change 0.00)
Holder of PAX: Capital Income Builder
Shares held as of 2026-04-30: 4600368 (value 50650052; 0.07% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
Shares held as of 2026-04-30: 672843 (value 7650224; 0.01% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1123793 (value 12136964; 0.02% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 518058 (value 5890319; 0.01% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 657732 (value 7103505; 0.01% of shares outstanding; change 0.01)
Holder of PAX: Fidelity Select Portfolios-Financials Portfolio
Shares held as of 2026-04-30: 621600 (value 7067591; 0.01% of shares outstanding; change 0.00)
Holder of PAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1568859 (value 17837926; 0.02% of shares outstanding; change -0.04)
Holder of PAX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 553531 (value 6293647; 0.01% of shares outstanding; change 0.01)
Holder of PAX: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 862342 (value 9804828; 0.01% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
Shares held as of 2026-05-31: 662205 (value 7151814; 0.01% of shares outstanding; change -0.02)
Holder of PAX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 518058 (value 5595026; 0.01% of shares outstanding; change 0.00)
Holder of PAX: Fidelity Select Portfolios-Financials Portfolio
Shares held as of 2026-05-31: 621600 (value 6713280; 0.01% of shares outstanding; change 0.00)
Holder of PAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1583752 (value 17104521; 0.02% of shares outstanding; change 0.01)
Holder of PAX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 547827 (value 5916531; 0.01% of shares outstanding; change -0.01)
Holder of PAX: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 862342 (value 9313293; 0.01% of shares outstanding; change 0.00)
Holder of PAX: Capital Income Builder
Shares held as of 2026-06-30: 4161611 (value 44945399; 0.06% of shares outstanding; change -0.10)
Holder of PAXS: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 590446 (value 8531944; 0.01% of shares outstanding; change 0.07)
Holder of PAXS: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 1259471 (value 17670377; 0.03% of shares outstanding; change 1.00)
Holder of PAXS: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 701680 (value 9844570; 0.01% of shares outstanding; change 0.19)
Holder of PAXS: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2026-03-31: 32990 (value 462849; 0.00% of shares outstanding; change 1.00)
Holder of PAXS: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 40947 (value 603558; 0.00% of shares outstanding; change 0.00)
Holder of PAXS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 20734 (value 294837; 0.00% of shares outstanding; change 0.00)
Holder of PAXS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 20734 (value 305619; 0.00% of shares outstanding; change 0.00)
Holder of PAXS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 20420 (value 286492; 0.00% of shares outstanding; change -0.02)
Holder of PAXS: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 40947 (value 574486; 0.00% of shares outstanding; change 0.00)
Holder of PAY: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2025-12-31: 602421 (value 14150869; 0.01% of shares outstanding; change 0.56)
Holder of PAY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 639434 (value 15020304; 0.01% of shares outstanding; change 0.18)
Holder of PAY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1136793 (value 26703267; 0.02% of shares outstanding; change 0.17)
Holder of PAY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1592311 (value 37403385; 0.03% of shares outstanding; change 0.21)
Holder of PAY: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 1120053 (value 23599516; 0.02% of shares outstanding; change -0.07)
Holder of PAY: Franklin Strategic Series-FRANKLIN SMALL-MID CAP GROWTH FUND
Shares held as of 2026-01-31: 824016 (value 17362016; 0.01% of shares outstanding; change 0.19)
Holder of PAY: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 1281500 (value 26783349; 0.02% of shares outstanding; change 0.05)
Holder of PAY: SmallCap World Fund Inc
Shares held as of 2026-03-31: 11034196 (value 318557247; 0.18% of shares outstanding; change 0.10)
Holder of PAY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 565097 (value 16314350; 0.01% of shares outstanding; change 0.04)
Holder of PAY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 729473 (value 21059886; 0.01% of shares outstanding; change 0.14)
Holder of PAY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1304749 (value 37668104; 0.02% of shares outstanding; change 0.15)
Holder of PAY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1808811 (value 52220375; 0.03% of shares outstanding; change 0.14)
Holder of PAY: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 2120807 (value 61227699; 0.03% of shares outstanding; change -0.17)
Holder of PAY: WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund
Shares held as of 2026-03-31: 1235809 (value 35677806; 0.02% of shares outstanding; change 0.00)
Holder of PAY: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 1290000 (value 37242301; 0.02% of shares outstanding; change 0.01)
Holder of PAY: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 1136062 (value 32798110; 0.02% of shares outstanding; change 0.01)
Holder of PAY: Franklin Strategic Series-FRANKLIN SMALL-MID CAP GROWTH FUND
Shares held as of 2026-04-30: 954396 (value 27553413; 0.02% of shares outstanding; change 0.16)
Holder of PAYC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1232457 (value 172137266; 0.03% of shares outstanding; change 0.00)
Holder of PAYC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 648542 (value 90581859; 0.01% of shares outstanding; change -0.06)
Holder of PAYC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1149280 (value 160519935; 0.02% of shares outstanding; change -0.07)
Holder of PAYC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1592132 (value 222373073; 0.03% of shares outstanding; change -0.03)
Holder of PAYC: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-03-31: 441500 (value 61664304; 0.01% of shares outstanding; change 0.04)
Holder of PAYC: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund
Shares held as of 2026-03-31: 2394200 (value 347996984; 0.05% of shares outstanding; change 0.21)
Holder of PAYC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 545173 (value 79240898; 0.01% of shares outstanding; change 1.00)
Holder of PAYC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 596224 (value 86661162; 0.01% of shares outstanding; change -0.08)
Holder of PAYC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1063718 (value 154611417; 0.02% of shares outstanding; change -0.07)
Holder of PAYC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1464075 (value 212803310; 0.03% of shares outstanding; change -0.08)
Holder of PAYC: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-04-30: 441500 (value 55121274; 0.01% of shares outstanding; change 0.00)
Holder of PAYC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 499132 (value 67951830; 0.01% of shares outstanding; change 0.01)
Holder of PAYC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 446456 (value 55740030; 0.01% of shares outstanding; change 0.01)
Holder of PAYC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2977600 (value 371753355; 0.06% of shares outstanding; change 0.01)
Holder of PAYC: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 454677 (value 56766422; 0.01% of shares outstanding; change -0.05)
Holder of PAYC: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-05-31: 441500 (value 64172027; 0.01% of shares outstanding; change 0.00)
Holder of PAYC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 504268 (value 74601409; 0.01% of shares outstanding; change 0.01)
Holder of PAYC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 449107 (value 62461802; 0.01% of shares outstanding; change 0.01)
Holder of PAYC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2964713 (value 430921052; 0.06% of shares outstanding; change 0.00)
Holder of PAYC: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 467832 (value 67999384; 0.01% of shares outstanding; change 0.03)
Holder of PAYC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 428692 (value 62310384; 0.01% of shares outstanding; change -0.15)
Holder of PAYC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 380177 (value 55258729; 0.01% of shares outstanding; change -0.15)
Holder of PAYO: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 6547925 (value 34049208; 0.02% of shares outstanding; change 0.00)
Holder of PAYO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3132389 (value 16288422; 0.01% of shares outstanding; change 0.00)
Holder of PAYO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 3874444 (value 20147108; 0.01% of shares outstanding; change 0.02)
Holder of PAYO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6867036 (value 35708585; 0.02% of shares outstanding; change 0.01)
Holder of PAYO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9163077 (value 47647998; 0.03% of shares outstanding; change 0.01)
Holder of PAYO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2722522 (value 19112104; 0.01% of shares outstanding; change 0.01)
Holder of PAYO: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 6547925 (value 46621225; 0.02% of shares outstanding; change 0.00)
Holder of PAYO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3229132 (value 22991419; 0.01% of shares outstanding; change 0.03)
Holder of PAYO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3557895 (value 25332211; 0.01% of shares outstanding; change -0.08)
Holder of PAYO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6363875 (value 45310789; 0.02% of shares outstanding; change -0.07)
Holder of PAYO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8853080 (value 63033928; 0.03% of shares outstanding; change -0.03)
Holder of PAYO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 6864112 (value 35693381; 0.02% of shares outstanding; change -0.02)
Holder of PAYO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 5588738 (value 28167239; 0.02% of shares outstanding; change -0.09)
Holder of PAYO: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 2917184 (value 14702607; 0.01% of shares outstanding; change 0.10)
Holder of PAYO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2752725 (value 19599401; 0.01% of shares outstanding; change 0.01)
Holder of PAYO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 17460254 (value 122570982; 0.05% of shares outstanding; change 0.04)
Holder of PAYO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6864112 (value 48186066; 0.02% of shares outstanding; change 0.00)
Holder of PAYO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 4719693 (value 33132244; 0.01% of shares outstanding; change -0.16)
Holder of PAYO: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 3581136 (value 25139574; 0.01% of shares outstanding; change 0.23)
Holder of PAYO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 17460254 (value 124317006; 0.05% of shares outstanding; change 0.00)
Holder of PAYO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6864112 (value 48872476; 0.02% of shares outstanding; change 0.00)
Holder of PAYO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3487545 (value 24831320; 0.01% of shares outstanding; change -0.26)
Holder of PAYO: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 3860630 (value 27487685; 0.01% of shares outstanding; change 0.08)
Holder of PAYP: Clearwater Investment Trust-CLEARWATER INTERNATIONAL FUND
Shares held as of 2026-03-31: 100969 (value 1566029; 0.00% of shares outstanding; change 1.00)
Holder of PAYP: Fidelity Central Investment PORT.s LLC-Fidelity Intl Eqy. Central Fd.
Shares held as of 2026-03-31: 510400 (value 7916304; 0.00% of shares outstanding; change 1.00)
Holder of PAYP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 32988 (value 497459; 0.00% of shares outstanding; change 1.00)
Holder of PAYP: INVESTMENT MANAGERS SERIES TRT-WCM Focused Intl Opportunities Fd.
Shares held as of 2026-03-31: 60685 (value 941224; 0.00% of shares outstanding; change 1.00)
Holder of PAYP: INVESTMENT MANAGERS SERIES TRT-WCM Intl Small Cap Growth Fd.
Shares held as of 2026-03-31: 174117 (value 2700554; 0.00% of shares outstanding; change 1.00)
Holder of PAYP: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 172381 (value 2673629; 0.00% of shares outstanding; change 1.00)
Holder of PAYP: ARK ETF Trust-ARK Blockchain & Fintech Innovation ETF
Shares held as of 2026-04-30: 267663 (value 4036358; 0.00% of shares outstanding; change 1.00)
Holder of PAYP: BlackRock ETF Trust-iShares Technology Opportunities Active ETF
Shares held as of 2026-04-30: 5275 (value 65251; 0.00% of shares outstanding; change 0.00)
Holder of PAYP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 32988 (value 408061; 0.00% of shares outstanding; change 0.00)
Holder of PAYP: First TRT Exch-Trd Fd. II-First TRT Intl Eqy. Opportunities ETF
Shares held as of 2026-04-30: 92951 (value 1401701; 0.00% of shares outstanding; change 0.04)
Holder of PAYP: ARK ETF Trust-ARK Blockchain & Fintech Innovation ETF
Shares held as of 2026-05-31: 258325 (value 3195480; 0.00% of shares outstanding; change -0.03)
Holder of PAYP: BlackRock ETF Trust-iShares Technology Opportunities Active ETF
Shares held as of 2026-05-31: 5275 (value 81815; 0.00% of shares outstanding; change 0.00)
Holder of PAYP: Fidelity Charles Street Trust-Fidelity Health Savings Fund
Shares held as of 2026-05-31: 583 (value 9042; 0.00% of shares outstanding; change 1.00)
Holder of PAYP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 32988 (value 511643; 0.00% of shares outstanding; change 0.00)
Holder of PAYP: First TRT Exch-Trd Fd. II-First TRT Intl Eqy. Opportunities ETF
Shares held as of 2026-05-31: 98213 (value 1535069; 0.00% of shares outstanding; change 0.06)
Holder of PAYP: ARK ETF Trust-ARK Blockchain & Fintech Innovation ETF
Shares held as of 2026-06-30: 244985 (value 3799717; 0.00% of shares outstanding; change -0.05)
Holder of PAYS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 369856 (value 2688853; 0.01% of shares outstanding; change 0.05)
Holder of PAYS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 991354 (value 7207143; 0.02% of shares outstanding; change 0.00)
Holder of PAYS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 336522 (value 2490262; 0.01% of shares outstanding; change 0.00)
Holder of PAYS: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 195000 (value 1694549; 0.00% of shares outstanding; change 1.00)
Holder of PAYS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 171711 (value 1270661; 0.00% of shares outstanding; change 0.02)
Holder of PAYS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 192709 (value 1308494; 0.00% of shares outstanding; change 0.04)
Holder of PAYS: ROYCE FUND-Royce Smaller-Companies Growth Fund
Shares held as of 2026-03-31: 538667 (value 4681016; 0.01% of shares outstanding; change 0.00)
Holder of PAYS: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 239333 (value 2079803; 0.00% of shares outstanding; change 0.00)
Holder of PAYS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 399797 (value 3474235; 0.01% of shares outstanding; change 0.08)
Holder of PAYS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1041994 (value 9054927; 0.02% of shares outstanding; change 0.05)
Holder of PAYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 893902 (value 6498667; 0.02% of shares outstanding; change 0.02)
Holder of PAYS: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 177078 (value 1538807; 0.00% of shares outstanding; change 1.19)
Holder of PAYS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 192008 (value 1420859; 0.00% of shares outstanding; change 0.00)
Holder of PAYS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 346925 (value 3014778; 0.01% of shares outstanding; change 0.03)
Holder of PAYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 858944 (value 6356185; 0.02% of shares outstanding; change -0.04)
Holder of PAYS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 296700 (value 2195580; 0.01% of shares outstanding; change 0.00)
Holder of PAYS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 184221 (value 1600880; 0.00% of shares outstanding; change -0.04)
Holder of PAYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 867106 (value 7535150; 0.02% of shares outstanding; change 0.01)
Holder of PAYS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 293644 (value 2551766; 0.01% of shares outstanding; change -0.01)
Holder of PAYX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 8168178 (value 792149929; 0.02% of shares outstanding; change 0.02)
Holder of PAYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10176802 (value 986946292; 0.03% of shares outstanding; change 0.00)
Holder of PAYX: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 10000049 (value 1135505594; 0.03% of shares outstanding; change 0.08)
Holder of PAYX: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 8758985 (value 994582773; 0.02% of shares outstanding; change 0.69)
Holder of PAYX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4125855 (value 400125431; 0.01% of shares outstanding; change 0.00)
Holder of PAYX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8208903 (value 932120960; 0.02% of shares outstanding; change 0.01)
Holder of PAYX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6977125 (value 792252565; 0.02% of shares outstanding; change -0.01)
Holder of PAYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10254285 (value 1164374093; 0.03% of shares outstanding; change 0.01)
Holder of PAYX: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 15109377 (value 1484345164; 0.04% of shares outstanding; change 0.11)
Holder of PAYX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4140108 (value 406724201; 0.01% of shares outstanding; change 0.00)
Holder of PAYX: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 7683167 (value 772388769; 0.02% of shares outstanding; change 0.02)
Holder of PAYX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3881789 (value 390236243; 0.01% of shares outstanding; change 0.03)
Holder of PAYX: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 14167242 (value 1523545217; 0.04% of shares outstanding; change -0.06)
Holder of PAYX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4178804 (value 410525696; 0.01% of shares outstanding; change 0.01)
Holder of PAYX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4134341 (value 469454433; 0.01% of shares outstanding; change 0.00)
Holder of PAYX: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 7797428 (value 891947784; 0.02% of shares outstanding; change 0.01)
Holder of PAYX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3919577 (value 421511314; 0.01% of shares outstanding; change 0.01)
Holder of PAYX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4256672 (value 483345118; 0.01% of shares outstanding; change 0.02)
Holder of PAYX: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 7605513 (value 863606024; 0.02% of shares outstanding; change -0.02)
Holder of PAYX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3898078 (value 442626768; 0.01% of shares outstanding; change -0.01)
Holder of PAYX: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 13481690 (value 1530845940; 0.04% of shares outstanding; change -0.05)
Holder of PB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2048690 (value 141277660; 0.02% of shares outstanding; change -0.04)
Holder of PB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1320362 (value 91052162; 0.01% of shares outstanding; change -0.04)
Holder of PB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2839512 (value 195812744; 0.03% of shares outstanding; change 0.01)
Holder of PB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1108962 (value 78947007; 0.01% of shares outstanding; change -0.07)
Holder of PB: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2026-03-31: 1119669 (value 81903789; 0.01% of shares outstanding; change -0.06)
Holder of PB: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 1495876 (value 109423331; 0.01% of shares outstanding; change 0.64)
Holder of PB: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1219614 (value 89214765; 0.01% of shares outstanding; change -0.06)
Holder of PB: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 1044293 (value 72014444; 0.01% of shares outstanding; change -0.04)
Holder of PB: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1740785 (value 127930285; 0.02% of shares outstanding; change -0.05)
Holder of PB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1128222 (value 82529441; 0.01% of shares outstanding; change 0.10)
Holder of PB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2225305 (value 162781064; 0.02% of shares outstanding; change 0.09)
Holder of PB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1416957 (value 103650406; 0.01% of shares outstanding; change 0.07)
Holder of PB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3052884 (value 223318469; 0.03% of shares outstanding; change 0.08)
Holder of PB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1211117 (value 88593210; 0.01% of shares outstanding; change 0.09)
Holder of PB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3413045 (value 242974681; 0.03% of shares outstanding; change 0.02)
Holder of PB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3427796 (value 250743282; 0.03% of shares outstanding; change 0.00)
Holder of PB: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1663366 (value 121675225; 0.02% of shares outstanding; change -0.04)
Holder of PBA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5475993 (value 267337976; 0.01% of shares outstanding; change 0.02)
Holder of PBA: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1976653 (value 91222538; 0.00% of shares outstanding; change -0.02)
Holder of PBA: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-01-31: 1379965 (value 63685386; 0.00% of shares outstanding; change -0.12)
Holder of PBA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1289348 (value 59503412; 0.00% of shares outstanding; change 0.01)
Holder of PBA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8503797 (value 392450244; 0.01% of shares outstanding; change 0.01)
Holder of PBA: NEW YORK LIFE INVESTMENTS FUNDS TRUST-NYLI Cushing MLP Premier Fund
Shares held as of 2026-02-28: 1280000 (value 59072001; 0.00% of shares outstanding; change 0.04)
Holder of PBA: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 2616909 (value 121817111; 0.00% of shares outstanding; change 0.03)
Holder of PBA: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-03-31: 3608572 (value 171587595; 0.01% of shares outstanding; change 0.04)
Holder of PBA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5612000 (value 288288434; 0.01% of shares outstanding; change 0.02)
Holder of PBA: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 1420434 (value 72967693; 0.00% of shares outstanding; change 0.23)
Holder of PBA: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 2736147 (value 126273188; 0.00% of shares outstanding; change 0.05)
Holder of PBA: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 3270962 (value 159688363; 0.01% of shares outstanding; change 0.05)
Holder of PBA: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 2065182 (value 106088397; 0.00% of shares outstanding; change 0.04)
Holder of PBA: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-04-30: 1379965 (value 70888800; 0.00% of shares outstanding; change 0.00)
Holder of PBA: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1339451 (value 68807596; 0.00% of shares outstanding; change 0.04)
Holder of PBA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8490908 (value 436177934; 0.01% of shares outstanding; change 0.00)
Holder of PBA: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-04-30: 2040896 (value 94187353; 0.00% of shares outstanding; change 0.00)
Holder of PBA: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2799442 (value 143807332; 0.00% of shares outstanding; change 0.02)
Holder of PBA: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 3322739 (value 170423286; 0.01% of shares outstanding; change 0.02)
Holder of PBA: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-05-31: 2091864 (value 107459051; 0.00% of shares outstanding; change 0.03)
Holder of PBA: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 3319234 (value 170509047; 0.01% of shares outstanding; change 0.00)
Holder of PBA: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 3554062 (value 182572161; 0.01% of shares outstanding; change -0.02)
Holder of PBB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1214458 (value 4420627; 0.01% of shares outstanding; change 0.00)
Holder of PBB.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 338177 (value 1230964; 0.00% of shares outstanding; change 0.00)
Holder of PBB.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 493457 (value 1796183; 0.00% of shares outstanding; change -0.12)
Holder of PBB.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 530574 (value 1931289; 0.00% of shares outstanding; change -0.11)
Holder of PBB.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 320995 (value 1168421; 0.00% of shares outstanding; change -0.03)
Holder of PBB.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 476651 (value 1735009; 0.00% of shares outstanding; change 0.03)
Holder of PBB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1928431 (value 7019489; 0.01% of shares outstanding; change 0.02)
Holder of PBB.DE: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 306929 (value 1071182; 0.00% of shares outstanding; change 0.08)
Holder of PBB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1259398 (value 4395299; 0.01% of shares outstanding; change 0.04)
Holder of PBB.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 511640 (value 1785623; 0.00% of shares outstanding; change 0.04)
Holder of PBB.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 299076 (value 1043775; 0.00% of shares outstanding; change -0.44)
Holder of PBB.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 322213 (value 1124523; 0.00% of shares outstanding; change 0.00)
Holder of PBB.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 567085 (value 1979126; 0.00% of shares outstanding; change 0.19)