speb/financial-data huggingface dataset:
Holder of HEN.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 905132 (value 55575106; 0.00% of shares outstanding; change 0.02)
Holder of HEN.DE: -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist)
Shares held as of 2026-01-31: 445628 (value 31461336; 0.00% of shares outstanding; change 0.03)
Holder of HEN.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1392228 (value 85482801; 0.01% of shares outstanding; change 0.00)
Holder of HEN.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 585840 (value 35970576; 0.00% of shares outstanding; change -0.06)
Holder of HEN.DE: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 665096 (value 46955776; 0.00% of shares outstanding; change 0.13)
Holder of HEN.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 382593 (value 23491210; 0.00% of shares outstanding; change 0.01)
Holder of HEN.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 928420 (value 65546450; 0.00% of shares outstanding; change 0.03)
Holder of HEN.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1400971 (value 98908550; 0.01% of shares outstanding; change 0.01)
Holder of HEN.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 574460 (value 40556875; 0.00% of shares outstanding; change -0.02)
Holder of HEN.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 680802 (value 41801243; 0.00% of shares outstanding; change 0.01)
Holder of HEN.DE: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-04-30: 509686 (value 31294721; 0.00% of shares outstanding; change 0.00)
Holder of HEN.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 364677 (value 22391168; 0.00% of shares outstanding; change 0.02)
Holder of HEN.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 275232 (value 16899245; 0.00% of shares outstanding; change 0.00)
Holder of HEN.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 392507 (value 27710993; 0.00% of shares outstanding; change 0.02)
Holder of HEN.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 686242 (value 48448684; 0.00% of shares outstanding; change 0.01)
Holder of HEN.DE: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-05-31: 515804 (value 36415761; 0.00% of shares outstanding; change 0.01)
Holder of HEN.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 364677 (value 25746195; 0.00% of shares outstanding; change 0.00)
Holder of HEN.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 256145 (value 18083836; 0.00% of shares outstanding; change -0.07)
Holder of HEN.DE: -SSgA SPDR ETFS Europe I-State Street SPDR S&P Euro Dividend Aristocra
Shares held as of 2026-06-30: 519314 (value 36871294; 0.00% of shares outstanding; change 1.00)
Holder of HEN3.DE: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2025-12-31: 663495 (value 43644700; 0.00% of shares outstanding; change 0.00)
Holder of HEN3.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1499616 (value 98644738; 0.01% of shares outstanding; change -0.01)
Holder of HEN3.DE: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 2232136 (value 146829903; 0.01% of shares outstanding; change -0.04)
Holder of HEN3.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 3516726 (value 231330231; 0.02% of shares outstanding; change 0.00)
Holder of HEN3.DE: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 1433672 (value 94306942; 0.01% of shares outstanding; change 0.00)
Holder of HEN3.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 810689 (value 53327121; 0.00% of shares outstanding; change 0.31)
Holder of HEN3.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2332808 (value 153452107; 0.01% of shares outstanding; change -0.01)
Holder of HEN3.DE: MFS Series Trust X-MFS International Large Cap Value Fund
Shares held as of 2026-02-28: 1618206 (value 120847624; 0.01% of shares outstanding; change 0.06)
Holder of HEN3.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 589528 (value 38779151; 0.00% of shares outstanding; change 0.01)
Holder of HEN3.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1510551 (value 112807949; 0.01% of shares outstanding; change 0.01)
Holder of HEN3.DE: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 700582 (value 52319463; 0.00% of shares outstanding; change -0.69)
Holder of HEN3.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 3516726 (value 262629098; 0.02% of shares outstanding; change 0.00)
Holder of HEN3.DE: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 1433672 (value 107066625; 0.01% of shares outstanding; change 0.00)
Holder of HEN3.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 991544 (value 74048506; 0.01% of shares outstanding; change 0.22)
Holder of HEN3.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2289084 (value 170948793; 0.01% of shares outstanding; change -0.02)
Holder of HEN3.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1198740 (value 78853115; 0.01% of shares outstanding; change 0.02)
Holder of HEN3.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 601334 (value 44907623; 0.00% of shares outstanding; change 0.01)
Holder of HEN3.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1139771 (value 85118098; 0.01% of shares outstanding; change -0.04)
Holder of HEN3.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 563204 (value 42060074; 0.00% of shares outstanding; change 0.01)
Holder of HEPS: Delaware VIP Trust-Nomura VIP Emerging Markets Series
Shares held as of 2025-12-31: 15200 (value 43167; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: Eaton Vance Series TRT II-Parametric Tax-Mnged Emerging Markets Fd.
Shares held as of 2025-12-31: 49300 (value 129659; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd.
Shares held as of 2026-02-28: 144600 (value 407049; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: -Fidelity Flex International Focused Index Fund
Shares held as of 2026-03-31: 917 (value 2604; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: Delaware VIP Trust-Nomura VIP Emerging Markets Series
Shares held as of 2026-03-31: 15200 (value 42788; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: Eaton Vance Series TRT II-Parametric Tax-Mnged Emerging Markets Fd.
Shares held as of 2026-03-31: 49300 (value 138779; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 66663 (value 175323; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: Fidelity Concord Street Trust-Fidelity ZERO International Index Fund
Shares held as of 2026-03-31: 68601 (value 194826; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: Fidelity Salem Street Trust-Fidelity Flex International Index Fund
Shares held as of 2026-03-31: 28272 (value 80292; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: Variable Insurance Products Fund II-VIP International Index Portfolio
Shares held as of 2026-03-31: 9058 (value 25724; 0.00% of shares outstanding; change 0.12)
Holder of HEPS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 66663 (value 193322; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 764054 (value 2215756; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 115975 (value 324729; 0.00% of shares outstanding; change -0.07)
Holder of HEPS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 66663 (value 187656; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 764054 (value 2192834; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 115975 (value 326469; 0.00% of shares outstanding; change 0.00)
Holder of HEPS: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 752857 (value 2119292; 0.00% of shares outstanding; change -0.01)
Holder of HEQ: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1242 (value 14568; 0.00% of shares outstanding; change -0.43)
Holder of HEQ: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1242 (value 14804; 0.00% of shares outstanding; change -0.43)
Holder of HEQ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 2796 (value 33328; 0.00% of shares outstanding; change -0.31)
Holder of HEQ: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 183917 (value 2157346; 0.02% of shares outstanding; change 1.00)
Holder of HEQ: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 137 (value 1554; 0.00% of shares outstanding; change 0.00)
Holder of HEQ: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 77473 (value 897912; 0.01% of shares outstanding; change 4.03)
Holder of HEQ: High Income Securities Fund
Shares held as of 2026-02-28: 187722 (value 2175698; 0.02% of shares outstanding; change 1.32)
Holder of HEQ: INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund
Shares held as of 2026-03-31: 14579 (value 168970; 0.00% of shares outstanding; change -0.57)
Holder of HEQ: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 1156 (value 13398; 0.00% of shares outstanding; change -0.07)
Holder of HEQ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 3126 (value 36230; 0.00% of shares outstanding; change 0.12)
Holder of HEQ: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 268150 (value 3107858; 0.02% of shares outstanding; change 0.46)
Holder of HERE: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 15929 (value 29309; 0.00% of shares outstanding; change 0.02)
Holder of HERE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 14144 (value 25176; 0.00% of shares outstanding; change 0.00)
Holder of HERE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14144 (value 30268; 0.00% of shares outstanding; change 0.00)
Holder of HERE: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 18734 (value 41589; 0.00% of shares outstanding; change 0.00)
Holder of HERE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14144 (value 26024; 0.00% of shares outstanding; change 0.00)
Holder of HERE: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 17546 (value 33161; 0.00% of shares outstanding; change -0.06)
Holder of HERZ: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-09-30: 10 (value 164; 0.00% of shares outstanding; change -0.86)
Holder of HERZ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-09-30: 15 (value 246; 0.00% of shares outstanding; change -0.88)
Holder of HESM: AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd.
Shares held as of 2026-02-28: 1602767 (value 65136449; 0.01% of shares outstanding; change 0.00)
Holder of HESM: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 2950000 (value 119887998; 0.02% of shares outstanding; change 0.20)
Holder of HESM: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 1669355 (value 67842586; 0.01% of shares outstanding; change 0.00)
Holder of HESM: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 30254788 (value 1229554565; 0.24% of shares outstanding; change 0.03)
Holder of HESM: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-02-28: 1465985 (value 59137835; 0.01% of shares outstanding; change 0.00)
Holder of HESM: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 3534951 (value 142599923; 0.03% of shares outstanding; change -0.07)
Holder of HESM: Kayne Anderson Energy Infrastructure Fund, Inc.
Shares held as of 2026-02-28: 1273517 (value 51755730; 0.01% of shares outstanding; change 0.00)
Holder of HESM: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-03-31: 1915713 (value 74003995; 0.01% of shares outstanding; change 0.04)
Holder of HESM: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 1441110 (value 55468326; 0.01% of shares outstanding; change 0.05)
Holder of HESM: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 5219787 (value 200909610; 0.04% of shares outstanding; change -0.01)
Holder of HESM: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 1332515 (value 53753655; 0.01% of shares outstanding; change -0.08)
Holder of HESM: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 5242374 (value 211477367; 0.04% of shares outstanding; change 0.00)
Holder of HESM: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 3427640 (value 139299287; 0.03% of shares outstanding; change -0.03)
Holder of HESM: First Trust Exchange-Traded Fund-First Trust Natural Gas ETF
Shares held as of 2026-06-30: 756869 (value 30759155; 0.01% of shares outstanding; change -0.07)
Holder of HESM: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 1331110 (value 54096309; 0.01% of shares outstanding; change 0.00)
Holder of HESM: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 5299009 (value 215351722; 0.04% of shares outstanding; change 0.01)
Holder of HESM: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 1900428 (value 77233392; 0.01% of shares outstanding; change -0.01)
Holder of HFBL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 15747 (value 307853; 0.01% of shares outstanding; change 0.00)
Holder of HFBL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 24830 (value 485426; 0.01% of shares outstanding; change 1.00)
Holder of HFBL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 2148 (value 43389; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 5115 (value 103323; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 944 (value 19068; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 820 (value 16564; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 6612 (value 128934; 0.00% of shares outstanding; change -0.30)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2495 (value 48652; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1368 (value 26676; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 15747 (value 345646; 0.01% of shares outstanding; change 0.00)
Holder of HFBL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 25388 (value 557266; 0.01% of shares outstanding; change 0.02)
Holder of HFBL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 4362 (value 85059; 0.00% of shares outstanding; change -0.14)
Holder of HFBL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 2148 (value 47148; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 5115 (value 112274; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 944 (value 20720; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 820 (value 17999; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 6588 (value 133077; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2495 (value 50399; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1368 (value 27633; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 4391 (value 88698; 0.00% of shares outstanding; change 0.01)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 6588 (value 144606; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2495 (value 54765; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1368 (value 30027; 0.00% of shares outstanding; change 0.00)
Holder of HFBL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 5043 (value 110693; 0.00% of shares outstanding; change 0.15)
Holder of HFFG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 416878 (value 812912; 0.01% of shares outstanding; change 0.00)
Holder of HFFG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1214624 (value 2368516; 0.02% of shares outstanding; change 0.00)
Holder of HFFG: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 185000 (value 340400; 0.00% of shares outstanding; change 0.16)
Holder of HFFG: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-01-31: 346010 (value 636658; 0.01% of shares outstanding; change 1.00)
Holder of HFFG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 397550 (value 731492; 0.01% of shares outstanding; change 0.00)
Holder of HFFG: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 466000 (value 724629; 0.01% of shares outstanding; change 1.00)
Holder of HFFG: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 199355 (value 309997; 0.00% of shares outstanding; change 0.02)
Holder of HFFG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 227958 (value 426281; 0.00% of shares outstanding; change 0.07)
Holder of HFFG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 416878 (value 648245; 0.01% of shares outstanding; change 0.00)
Holder of HFFG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1214624 (value 1888740; 0.02% of shares outstanding; change 0.00)
Holder of HFFG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 945604 (value 1843927; 0.02% of shares outstanding; change 0.02)
Holder of HFFG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 335746 (value 654704; 0.01% of shares outstanding; change 0.00)
Holder of HFFG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 227128 (value 417915; 0.00% of shares outstanding; change 0.00)
Holder of HFFG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 391018 (value 608032; 0.01% of shares outstanding; change -0.02)
Holder of HFFG: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 182187 (value 283300; 0.00% of shares outstanding; change 1.00)
Holder of HFFG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 908603 (value 1671829; 0.02% of shares outstanding; change -0.04)
Holder of HFFG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 331906 (value 610707; 0.01% of shares outstanding; change -0.01)
Holder of HFFG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 227128 (value 353184; 0.00% of shares outstanding; change 0.00)
Holder of HFFG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 100965 (value 157000; 0.00% of shares outstanding; change -0.01)
Holder of HFFG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 917242 (value 1426311; 0.02% of shares outstanding; change 0.01)
Holder of HFFG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 334722 (value 520492; 0.01% of shares outstanding; change 0.01)
Holder of HFG.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1359959 (value 5906301; 0.01% of shares outstanding; change 0.02)
Holder of HFG.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 988656 (value 4293732; 0.01% of shares outstanding; change 0.13)
Holder of HFG.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 550269 (value 2389818; 0.00% of shares outstanding; change 0.69)
Holder of HFG.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 354993 (value 1541734; 0.00% of shares outstanding; change -0.01)
Holder of HFG.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 527352 (value 2290289; 0.00% of shares outstanding; change 0.02)
Holder of HFG.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2104321 (value 9139065; 0.01% of shares outstanding; change 0.00)
Holder of HFG.DE: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 334568 (value 1160950; 0.00% of shares outstanding; change 0.21)
Holder of HFG.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1356644 (value 4707554; 0.01% of shares outstanding; change 0.00)
Holder of HFG.DE: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 1335967 (value 5802104; 0.01% of shares outstanding; change 0.24)
Holder of HFG.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 631321 (value 2741827; 0.00% of shares outstanding; change -0.10)
Holder of HFG.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 953112 (value 3307298; 0.01% of shares outstanding; change -0.04)
Holder of HFG.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 375049 (value 1301420; 0.00% of shares outstanding; change -0.32)
Holder of HFG.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 346725 (value 1203135; 0.00% of shares outstanding; change -0.02)
Holder of HFG.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 513130 (value 1780561; 0.00% of shares outstanding; change -0.03)
Holder of HFG.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2104321 (value 7301993; 0.01% of shares outstanding; change 0.00)
Holder of HFG.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1114869 (value 4841875; 0.01% of shares outstanding; change 0.01)
Holder of HFG.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 530387 (value 2303470; 0.00% of shares outstanding; change 0.00)
Holder of HFG.DE: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 1405637 (value 5217724; 0.01% of shares outstanding; change 0.05)
Holder of HFG.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1124004 (value 3900293; 0.01% of shares outstanding; change 0.01)
Holder of HFG.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 580390 (value 2013953; 0.00% of shares outstanding; change 0.09)
Holder of HFG.DE: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 1482546 (value 5144434; 0.01% of shares outstanding; change 0.05)
Holder of HFRO: HIGHLAND GLOBAL ALLOCATION FUND
Shares held as of 2025-12-31: 2189005 (value 14184752; 0.04% of shares outstanding; change 0.64)
Holder of HFRO: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 5432 (value 36394; 0.00% of shares outstanding; change 0.00)
Holder of HFRO: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 45088 (value 332749; 0.00% of shares outstanding; change 0.39)
Holder of HFRO: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 717411 (value 5265796; 0.01% of shares outstanding; change 0.68)
Holder of HFRO: High Income Securities Fund
Shares held as of 2026-02-28: 5385 (value 39525; 0.00% of shares outstanding; change 0.00)
Holder of HFRO: Highland Global Allocation Fund
Shares held as of 2026-03-31: 2637853 (value 19361841; 0.05% of shares outstanding; change 0.21)
Holder of HFRO: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 280885 (value 2061695; 0.01% of shares outstanding; change -0.05)
Holder of HFRO: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 165 (value 1211; 0.00% of shares outstanding; change 1.00)
Holder of HFRO: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 441 (value 3236; 0.00% of shares outstanding; change 1.00)
Holder of HFRO: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 5330 (value 39122; 0.00% of shares outstanding; change -0.02)
Holder of HFRO: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 380000 (value 2789200; 0.01% of shares outstanding; change 0.00)
Holder of HFRO: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 76637 (value 562515; 0.00% of shares outstanding; change 0.70)
Holder of HFRO: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1458998 (value 10358885; 0.03% of shares outstanding; change 0.09)
Holder of HFRO: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1421078 (value 10473344; 0.03% of shares outstanding; change -0.03)
Holder of HFRO: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1417946 (value 10407723; 0.03% of shares outstanding; change 0.00)
Holder of HFWA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 371624 (value 10126754; 0.01% of shares outstanding; change 0.04)
Holder of HFWA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1108814 (value 30215181; 0.03% of shares outstanding; change 0.02)
Holder of HFWA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 423158 (value 11814571; 0.01% of shares outstanding; change -0.01)
Holder of HFWA: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 1390439 (value 41935640; 0.03% of shares outstanding; change 0.00)
Holder of HFWA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 463018 (value 13964622; 0.01% of shares outstanding; change 0.25)
Holder of HFWA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1341780 (value 40468084; 0.03% of shares outstanding; change 0.21)
Holder of HFWA: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 1825000 (value 55041999; 0.04% of shares outstanding; change 0.01)
Holder of HFWA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 845412 (value 23037477; 0.02% of shares outstanding; change 0.00)
Holder of HFWA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 423158 (value 12762445; 0.01% of shares outstanding; change 0.00)
Holder of HFWA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 339786 (value 9996504; 0.01% of shares outstanding; change 0.01)
Holder of HFWA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 371526 (value 10373005; 0.01% of shares outstanding; change 0.00)
Holder of HFWA: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 366620 (value 10646645; 0.01% of shares outstanding; change 0.05)
Holder of HFWA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2509127 (value 70054826; 0.06% of shares outstanding; change 0.02)
Holder of HFWA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 812270 (value 22678578; 0.02% of shares outstanding; change -0.04)
Holder of HFWA: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 383650 (value 10711508; 0.01% of shares outstanding; change -0.04)
Holder of HFWA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 374906 (value 11029734; 0.01% of shares outstanding; change 0.01)
Holder of HFWA: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 338523 (value 9451562; 0.01% of shares outstanding; change -0.08)
Holder of HFWA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2494623 (value 75237829; 0.06% of shares outstanding; change -0.01)
Holder of HFWA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 820008 (value 24731441; 0.02% of shares outstanding; change 0.01)
Holder of HFWA: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 393920 (value 11880627; 0.01% of shares outstanding; change 0.03)
Holder of HFWA: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 378276 (value 11408804; 0.01% of shares outstanding; change 0.01)
Holder of HFWA: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 416825 (value 12571441; 0.01% of shares outstanding; change 0.23)
Holder of HG: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1284972 (value 40990606; 0.02% of shares outstanding; change 0.08)
Holder of HG: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 409966 (value 12499863; 0.01% of shares outstanding; change -0.07)
Holder of HG: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 490426 (value 15521982; 0.01% of shares outstanding; change 0.04)
Holder of HG: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 362810 (value 11482936; 0.01% of shares outstanding; change -0.02)
Holder of HG: Columbia Fd.s Series TRT-Columbia Small Cap Value and Inflection Fd.
Shares held as of 2026-02-28: 356080 (value 12875852; 0.01% of shares outstanding; change 0.43)
Holder of HG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 439853 (value 13921347; 0.01% of shares outstanding; change 0.01)
Holder of HG: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 485000 (value 14360850; 0.01% of shares outstanding; change -0.31)
Holder of HG: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 485000 (value 17537599; 0.01% of shares outstanding; change -0.31)
Holder of HG: Calvert Impact Fund, Inc.-Calvert Small-Cap Fund
Shares held as of 2026-03-31: 999289 (value 36134290; 0.02% of shares outstanding; change -0.19)
Holder of HG: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1412294 (value 51068550; 0.02% of shares outstanding; change 0.10)
Holder of HG: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 434866 (value 15724754; 0.01% of shares outstanding; change 0.06)
Holder of HG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1133707 (value 33569064; 0.02% of shares outstanding; change 0.00)
Holder of HG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 389319 (value 11527735; 0.01% of shares outstanding; change -0.01)
Holder of HG: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 546067 (value 19745782; 0.01% of shares outstanding; change 0.11)
Holder of HG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 436670 (value 15789987; 0.01% of shares outstanding; change -0.01)
Holder of HG: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 362810 (value 13119209; 0.01% of shares outstanding; change 0.00)
Holder of HG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1089442 (value 34480838; 0.02% of shares outstanding; change -0.04)
Holder of HG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 389030 (value 12312799; 0.01% of shares outstanding; change 0.00)
Holder of HG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1107333 (value 40041161; 0.02% of shares outstanding; change 0.02)
Holder of HG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 397006 (value 14355736; 0.01% of shares outstanding; change 0.02)
Holder of HGBL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 297380 (value 362803; 0.01% of shares outstanding; change 0.00)
Holder of HGBL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1360167 (value 1659403; 0.05% of shares outstanding; change 0.00)
Holder of HGBL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 53201 (value 65437; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 47405 (value 58308; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 345000 (value 424350; 0.01% of shares outstanding; change 0.19)
Holder of HGBL: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 345000 (value 414000; 0.01% of shares outstanding; change 1.00)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 128868 (value 164951; 0.00% of shares outstanding; change -0.18)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 42869 (value 54872; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 65633 (value 84010; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 297380 (value 356856; 0.01% of shares outstanding; change 0.00)
Holder of HGBL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1360167 (value 1632200; 0.05% of shares outstanding; change 0.00)
Holder of HGBL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 82885 (value 106092; 0.00% of shares outstanding; change -0.01)
Holder of HGBL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 53201 (value 63841; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 47405 (value 56886; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 128399 (value 157930; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 42869 (value 52728; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 65633 (value 80728; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 83430 (value 102618; 0.00% of shares outstanding; change 0.01)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 128399 (value 154078; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 31260 (value 37512; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 42869 (value 51442; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 65633 (value 78759; 0.00% of shares outstanding; change 0.00)
Holder of HGBL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 82340 (value 98808; 0.00% of shares outstanding; change -0.01)
Holder of HGLB: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 57818 (value 424384; 0.00% of shares outstanding; change -0.29)
Holder of HGLB: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 117 (value 858; 0.00% of shares outstanding; change 1.00)
Holder of HGLB: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 312 (value 2290; 0.00% of shares outstanding; change 1.00)
Holder of HGLB: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 290000 (value 2128600; 0.01% of shares outstanding; change 0.21)
Holder of HGTY: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 547672 (value 5597207; 0.01% of shares outstanding; change 0.00)
Holder of HGTY: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 934549 (value 9766036; 0.01% of shares outstanding; change 0.00)
Holder of HGTY: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 590572 (value 6035645; 0.01% of shares outstanding; change 0.00)
Holder of HGTY: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1173847 (value 11996716; 0.01% of shares outstanding; change 0.00)
Holder of HGTY: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1440450 (value 15052702; 0.01% of shares outstanding; change -0.04)
Holder of HGTY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 514030 (value 5253386; 0.01% of shares outstanding; change -0.04)
Holder of HGTY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 913735 (value 9338371; 0.01% of shares outstanding; change -0.04)
Holder of HGTY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1261733 (value 12894911; 0.01% of shares outstanding; change 0.00)
Holder of HGTY: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 620417 (value 7246470; 0.01% of shares outstanding; change 0.13)
Holder of HGTY: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 936518 (value 10938530; 0.01% of shares outstanding; change 0.00)
Holder of HGTY: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 4842678 (value 58208991; 0.05% of shares outstanding; change 0.00)
Holder of HGTY: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 485700 (value 5672976; 0.00% of shares outstanding; change 0.00)
Holder of HGTY: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 692510 (value 8088517; 0.01% of shares outstanding; change 0.17)
Holder of HGTY: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1324676 (value 15472216; 0.01% of shares outstanding; change 0.13)
Holder of HGTY: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1438481 (value 16801458; 0.01% of shares outstanding; change 0.00)
Holder of HGTY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 586423 (value 6849420; 0.01% of shares outstanding; change 0.14)
Holder of HGTY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1044108 (value 12195181; 0.01% of shares outstanding; change 0.14)
Holder of HGTY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1397435 (value 16322041; 0.01% of shares outstanding; change 0.11)
Holder of HGTY: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 5179892 (value 60501140; 0.05% of shares outstanding; change 0.07)
Holder of HGV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 644610 (value 33532612; 0.01% of shares outstanding; change -0.02)
Holder of HGV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 820120 (value 42662642; 0.01% of shares outstanding; change -0.13)
Holder of HGV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1454700 (value 75673494; 0.02% of shares outstanding; change -0.14)
Holder of HGV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2038092 (value 106021546; 0.03% of shares outstanding; change -0.10)
Holder of HGV: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1124869 (value 58583179; 0.01% of shares outstanding; change 0.38)
Holder of HGV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 594215 (value 30946718; 0.01% of shares outstanding; change 0.01)
Holder of HGV: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 991900 (value 51598638; 0.01% of shares outstanding; change 0.12)
Holder of HGV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 665826 (value 32552232; 0.01% of shares outstanding; change 0.03)
Holder of HGV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 787927 (value 38521750; 0.01% of shares outstanding; change -0.04)
Holder of HGV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1409451 (value 68908058; 0.02% of shares outstanding; change -0.03)
Holder of HGV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1943826 (value 95033651; 0.02% of shares outstanding; change -0.05)
Holder of HGV: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 952000 (value 49523040; 0.01% of shares outstanding; change -0.13)
Holder of HGV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1493127 (value 77672467; 0.02% of shares outstanding; change 0.01)
Holder of HGV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 624221 (value 30518164; 0.01% of shares outstanding; change 0.08)
Holder of HGV: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 991900 (value 51658153; 0.01% of shares outstanding; change 0.00)
Holder of HGV: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 679288 (value 33210389; 0.01% of shares outstanding; change -0.40)
Holder of HGV: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 952000 (value 49580161; 0.01% of shares outstanding; change 0.00)
Holder of HGV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2019490 (value 105175042; 0.03% of shares outstanding; change 0.02)
Holder of HGV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1434788 (value 74723761; 0.02% of shares outstanding; change -0.04)
Holder of HGV: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 950100 (value 46450388; 0.01% of shares outstanding; change -0.04)
Holder of HGV: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 952000 (value 46543279; 0.01% of shares outstanding; change 0.00)
Holder of HGV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2031842 (value 99336754; 0.03% of shares outstanding; change 0.01)
Holder of HGV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1453628 (value 71067872; 0.02% of shares outstanding; change 0.01)
Holder of HHH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 331589 (value 21006162; 0.01% of shares outstanding; change 0.00)
Holder of HHH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 672952 (value 42631508; 0.01% of shares outstanding; change -0.04)
Holder of HHH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 434486 (value 27524687; 0.01% of shares outstanding; change 0.93)
Holder of HHH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 945836 (value 59918709; 0.02% of shares outstanding; change 0.00)
Holder of HHH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 419864 (value 28025922; 0.01% of shares outstanding; change 0.11)
Holder of HHH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 354444 (value 23659137; 0.01% of shares outstanding; change 0.00)
Holder of HHH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 313185 (value 20905098; 0.01% of shares outstanding; change 0.01)
Holder of HHH: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1219068 (value 81372789; 0.02% of shares outstanding; change 0.01)
Holder of HHH: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 366157 (value 24440979; 0.01% of shares outstanding; change -0.10)
Holder of HHH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 342439 (value 22570155; 0.01% of shares outstanding; change 0.03)