speb/financial-data huggingface dataset:
Holder of HCSG: ROYCE FUND-Royce Small-Cap Total Return Fund
Shares held as of 2026-03-31: 954124 (value 21696779; 0.01% of shares outstanding; change -0.17)
Holder of HCSG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 785556 (value 17863543; 0.01% of shares outstanding; change 0.03)
Holder of HCSG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1620724 (value 36855263; 0.02% of shares outstanding; change 0.01)
Holder of HCSG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1031981 (value 23467247; 0.02% of shares outstanding; change 0.00)
Holder of HCSG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2259152 (value 51373115; 0.03% of shares outstanding; change 0.00)
Holder of HCSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1728496 (value 35607018; 0.03% of shares outstanding; change 0.00)
Holder of HCSG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1991921 (value 40575432; 0.03% of shares outstanding; change -0.01)
Holder of HCSG: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 1650262 (value 37526957; 0.02% of shares outstanding; change 0.34)
Holder of HCSG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4297189 (value 96858643; 0.06% of shares outstanding; change 0.02)
Holder of HCSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1660850 (value 37435560; 0.02% of shares outstanding; change -0.04)
Holder of HCSG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2095930 (value 47242264; 0.03% of shares outstanding; change 0.05)
Holder of HCSG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4274039 (value 97191645; 0.06% of shares outstanding; change -0.01)
Holder of HCSG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1688256 (value 38390941; 0.02% of shares outstanding; change 0.02)
Holder of HCSG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2091458 (value 47559754; 0.03% of shares outstanding; change 0.00)
Holder of HCTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 858 (value 2213; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 11490 (value 25967; 0.01% of shares outstanding; change 20.76)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 35 (value 79; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 859 (value 1941; 0.00% of shares outstanding; change 6.34)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 140 (value 316; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 859 (value 1391; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 11490 (value 24128; 0.01% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 35 (value 73; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 859 (value 1803; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 140 (value 293; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-04-30: 86 (value 191; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 10905 (value 17666; 0.01% of shares outstanding; change -0.05)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 35 (value 56; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 859 (value 1391; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 140 (value 226; 0.00% of shares outstanding; change 0.00)
Holder of HCTI: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-05-31: 1346 (value 2476; 0.00% of shares outstanding; change 14.65)
Holder of HCTI: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-06-30: 1339 (value 2169; 0.00% of shares outstanding; change -0.01)
Holder of HCWB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 13523 (value 26775; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 32138 (value 52384; 0.00% of shares outstanding; change 2.16)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 412 (value 671; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1488 (value 2425; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 726 (value 1183; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2004 (value 5010; 0.00% of shares outstanding; change -0.11)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 32138 (value 37280; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 412 (value 477; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 726 (value 842; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5356 (value 13390; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 69 (value 172; 0.00% of shares outstanding; change 0.00)
Holder of HCWB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 121 (value 302; 0.00% of shares outstanding; change 0.00)
Holder of HCWC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 91961 (value 30613; 0.00% of shares outstanding; change 1.00)
Holder of HCWC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 178065 (value 50784; 0.01% of shares outstanding; change 1.80)
Holder of HCWC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5184 (value 1478; 0.00% of shares outstanding; change 0.00)
Holder of HCWC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 91961 (value 16690; 0.00% of shares outstanding; change 0.00)
Holder of HCWC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 177417 (value 39049; 0.01% of shares outstanding; change 0.00)
Holder of HCWC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5184 (value 1140; 0.00% of shares outstanding; change 0.00)
Holder of HCWC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 177417 (value 32201; 0.01% of shares outstanding; change 0.00)
Holder of HCWC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5184 (value 940; 0.00% of shares outstanding; change 0.00)
Holder of HD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 25100831 (value 7960477911; 0.03% of shares outstanding; change 0.02)
Holder of HD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 31277805 (value 9919443535; 0.03% of shares outstanding; change 0.00)
Holder of HD: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 8398291 (value 2796463029; 0.01% of shares outstanding; change 0.20)
Holder of HD: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5702063 (value 1898673000; 0.01% of shares outstanding; change 0.57)
Holder of HD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 12713437 (value 4031939596; 0.01% of shares outstanding; change 0.00)
Holder of HD: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 5837002 (value 2003842715; 0.01% of shares outstanding; change 0.21)
Holder of HD: Investment Co of America
Shares held as of 2026-03-31: 5837002 (value 1977984839; 0.01% of shares outstanding; change 0.21)
Holder of HD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 25297615 (value 8423600120; 0.03% of shares outstanding; change 0.01)
Holder of HD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 31613627 (value 10526705865; 0.03% of shares outstanding; change 0.01)
Holder of HD: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 9207965 (value 3066068286; 0.01% of shares outstanding; change 0.01)
Holder of HD: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 5613001 (value 1869017134; 0.01% of shares outstanding; change -0.02)
Holder of HD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 12757315 (value 4166794163; 0.01% of shares outstanding; change 0.00)
Holder of HD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 11891190 (value 3904948058; 0.01% of shares outstanding; change 0.03)
Holder of HD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 12876510 (value 4205725633; 0.01% of shares outstanding; change 0.01)
Holder of HD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 12739577 (value 4242024489; 0.01% of shares outstanding; change 0.00)
Holder of HD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 12007569 (value 4122198291; 0.01% of shares outstanding; change 0.01)
Holder of HD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 13115882 (value 4367326532; 0.01% of shares outstanding; change 0.02)
Holder of HD: Investment Co of America
Shares held as of 2026-06-30: 6490202 (value 2161107533; 0.01% of shares outstanding; change 0.11)
Holder of HD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 12029959 (value 4005735879; 0.01% of shares outstanding; change 0.00)
Holder of HDB: Artisan Partners Funds Inc.-Artisan Developing World Fund
Shares held as of 2025-12-31: 3467124 (value 82448211; 0.00% of shares outstanding; change -0.15)
Holder of HDB: Dodge & Cox Funds-Dodge & Cox Balanced Fund
Shares held as of 2025-12-31: 2930700 (value 69692048; 0.00% of shares outstanding; change -0.14)
Holder of HDB: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 14672544 (value 368134131; 0.00% of shares outstanding; change -0.10)
Holder of HDB: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-01-31: 9566439 (value 240021955; 0.00% of shares outstanding; change -0.10)
Holder of HDB: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-01-31: 5113414 (value 128295558; 0.00% of shares outstanding; change -0.01)
Holder of HDB: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-01-31: 2224370 (value 55809443; 0.00% of shares outstanding; change 1.00)
Holder of HDB: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 1835770 (value 46059469; 0.00% of shares outstanding; change -0.07)
Holder of HDB: ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND
Shares held as of 2026-03-31: 8751700 (value 203301986; 0.00% of shares outstanding; change -0.25)
Holder of HDB: Artisan Partners Funds Inc.-Artisan Developing World Fund
Shares held as of 2026-03-31: 3353983 (value 77913023; 0.00% of shares outstanding; change -0.03)
Holder of HDB: Dodge & Cox Funds-Dodge & Cox Balanced Fund
Shares held as of 2026-03-31: 3106600 (value 72166316; 0.00% of shares outstanding; change 0.06)
Holder of HDB: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 4034335 (value 97509877; 0.00% of shares outstanding; change 0.09)
Holder of HDB: RBC Funds Trust-RBC Emerging Markets Equity Fund
Shares held as of 2026-03-31: 8288600 (value 192544174; 0.00% of shares outstanding; change -0.02)
Holder of HDB: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 13986861 (value 324914774; 0.00% of shares outstanding; change -0.05)
Holder of HDB: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-04-30: 4424428 (value 102779460; 0.00% of shares outstanding; change -0.54)
Holder of HDB: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-04-30: 5022726 (value 116677922; 0.00% of shares outstanding; change -0.02)
Holder of HDB: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 4055052 (value 101741255; 0.00% of shares outstanding; change 0.01)
Holder of HDB: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-04-30: 4355104 (value 101169063; 0.00% of shares outstanding; change 0.96)
Holder of HDB: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 2243063 (value 52106352; 0.00% of shares outstanding; change 0.22)
Holder of HDB: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 4055052 (value 94198856; 0.00% of shares outstanding; change 0.00)
Holder of HDFCBANK.NS: Morgan Stanley Inst Fd Inc-Global Opportunity Port
Shares held as of 2022-03-31: 14465457 (value 10744941283; 0.00% of shares outstanding; change -0.09)
Holder of HDFCBANK.NS: Morgan Stanley Inst Fd Inc-International Advantage Port
Shares held as of 2022-03-31: 16351132 (value 12145620650; 0.00% of shares outstanding; change 0.07)
Holder of HDFCBANK.NS: MFS International Growth Fund
Shares held as of 2022-05-31: 15135451 (value 11242612818; 0.00% of shares outstanding; change -0.01)
Holder of HDFCBANK.NS: Vanguard International Growth Fund
Shares held as of 2022-05-31: 15290041 (value 11357442268; 0.00% of shares outstanding; change -0.05)
Holder of HDFCBANK.NS: American Balanced Fund
Shares held as of 2022-06-30: 23170000 (value 17210675717; 0.00% of shares outstanding; change 0.00)
Holder of HDFCBANK.NS: Capital World Growth and Income Fund
Shares held as of 2022-06-30: 24847552 (value 18456761322; 0.00% of shares outstanding; change 0.00)
Holder of HDFCBANK.NS: Europacific Growth Fund
Shares held as of 2022-06-30: 51050150 (value 37920050796; 0.01% of shares outstanding; change -0.47)
Holder of HDFCBANK.NS: Fidelity Series Emerging Markets Opportunities Fund
Shares held as of 2022-06-30: 31639388 (value 23501737020; 0.01% of shares outstanding; change 0.00)
Holder of HDFCBANK.NS: Fundamental Investors Inc
Shares held as of 2022-06-30: 22825000 (value 16954409721; 0.00% of shares outstanding; change 0.00)
Holder of HDFCBANK.NS: New World Fund, Inc.
Shares held as of 2022-06-30: 18164838 (value 13492841444; 0.00% of shares outstanding; change -0.03)
Holder of HDI.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 8398291 (value 2443902681; 0.01% of shares outstanding; change 0.20)
Holder of HDI.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5702063 (value 1659300333; 0.01% of shares outstanding; change 0.57)
Holder of HDI.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 12713437 (value 3373510585; 0.01% of shares outstanding; change 0.00)
Holder of HDI.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 5837002 (value 1548848516; 0.01% of shares outstanding; change 0.21)
Holder of HDI.DE: Investment Co of America
Shares held as of 2026-03-31: 5837002 (value 1768611606; 0.01% of shares outstanding; change 0.21)
Holder of HDI.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 25297615 (value 7361605965; 0.03% of shares outstanding; change 0.01)
Holder of HDI.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 31613627 (value 9199565457; 0.03% of shares outstanding; change 0.01)
Holder of HDI.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 9207965 (value 2679517815; 0.01% of shares outstanding; change 0.01)
Holder of HDI.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 5613001 (value 1633383291; 0.01% of shares outstanding; change -0.02)
Holder of HDI.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 11891190 (value 3155327339; 0.01% of shares outstanding; change 0.03)
Holder of HDI.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 12876510 (value 3416782007; 0.01% of shares outstanding; change 0.01)
Holder of HDI.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 12739577 (value 3707216907; 0.01% of shares outstanding; change 0.00)
Holder of HDI.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 13115882 (value 3816721662; 0.01% of shares outstanding; change 0.02)
Holder of HDI.DE: Investment Co of America
Shares held as of 2026-06-30: 6490202 (value 1888648782; 0.01% of shares outstanding; change 0.11)
Holder of HDI.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 12029959 (value 3500718069; 0.01% of shares outstanding; change 0.00)
Holder of HDL: Fidelity Strategic Advisors Small-Mid Cap Fund
Shares held as of 2024-07-31: 194612 (value 2636992; 0.00% of shares outstanding; change 0.19)
Holder of HDP1.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1562971 (value 118629501; 0.01% of shares outstanding; change 0.05)
Holder of HDP1.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1714987 (value 130167515; 0.01% of shares outstanding; change 0.04)
Holder of HDP1.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3067312 (value 232808985; 0.02% of shares outstanding; change 0.05)
Holder of HDP1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4226608 (value 320799553; 0.03% of shares outstanding; change 0.04)
Holder of HDP1.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1337855 (value 101543196; 0.01% of shares outstanding; change 0.03)
Holder of HDP1.DE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 2362371 (value 179303962; 0.02% of shares outstanding; change 0.04)
Holder of HDP1.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 1592896 (value 99332995; 0.01% of shares outstanding; change 0.05)
Holder of HDP1.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4750545 (value 360566372; 0.03% of shares outstanding; change 0.00)
Holder of HDP1.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3235434 (value 245569445; 0.02% of shares outstanding; change 0.02)
Holder of HDP1.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 1736475 (value 131798455; 0.01% of shares outstanding; change 0.09)
Holder of HDP1.DE: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1402397 (value 106441934; 0.01% of shares outstanding; change -0.13)
Holder of HDRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 39838 (value 93220; 0.00% of shares outstanding; change 1.00)
Holder of HDRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 39838 (value 67923; 0.00% of shares outstanding; change 0.00)
Holder of HDSN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 424739 (value 2259611; 0.01% of shares outstanding; change -0.01)
Holder of HDSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1189633 (value 6328847; 0.03% of shares outstanding; change 0.00)
Holder of HDSN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 194008 (value 1039882; 0.00% of shares outstanding; change -0.01)
Holder of HDSN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 456673 (value 2630436; 0.01% of shares outstanding; change 0.23)
Holder of HDSN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 269753 (value 1553777; 0.01% of shares outstanding; change -0.09)
Holder of HDSN: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 269539 (value 1552544; 0.01% of shares outstanding; change 0.00)
Holder of HDSN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 372990 (value 2148422; 0.01% of shares outstanding; change 0.00)
Holder of HDSN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 194555 (value 1233478; 0.00% of shares outstanding; change 0.10)
Holder of HDSN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 424739 (value 2692845; 0.01% of shares outstanding; change 0.00)
Holder of HDSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1189633 (value 7542273; 0.03% of shares outstanding; change 0.00)
Holder of HDSN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 957447 (value 5093618; 0.02% of shares outstanding; change 0.02)
Holder of HDSN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 325606 (value 1732223; 0.01% of shares outstanding; change -0.05)
Holder of HDSN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1220202 (value 6540282; 0.03% of shares outstanding; change -0.06)
Holder of HDSN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 509044 (value 3227339; 0.01% of shares outstanding; change 0.11)
Holder of HDSN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 269753 (value 1710234; 0.01% of shares outstanding; change 0.00)
Holder of HDSN: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 274818 (value 1742346; 0.01% of shares outstanding; change 0.02)
Holder of HDSN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 377982 (value 2396405; 0.01% of shares outstanding; change 0.01)
Holder of HDSN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 919992 (value 5299154; 0.02% of shares outstanding; change -0.04)
Holder of HDSN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 321886 (value 1854063; 0.01% of shares outstanding; change -0.01)
Holder of HDSN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1110852 (value 6398507; 0.03% of shares outstanding; change -0.09)
Holder of HDSN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 928737 (value 5888192; 0.02% of shares outstanding; change 0.01)
Holder of HDSN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 324614 (value 2058052; 0.01% of shares outstanding; change 0.01)
Holder of HDSN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1031482 (value 6539596; 0.02% of shares outstanding; change -0.07)
Holder of HE: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 2321476 (value 31432784; 0.01% of shares outstanding; change -0.09)
Holder of HE: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3688653 (value 49944361; 0.02% of shares outstanding; change -0.09)
Holder of HE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3909728 (value 51999383; 0.02% of shares outstanding; change -0.04)
Holder of HE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2525699 (value 33591797; 0.01% of shares outstanding; change -0.04)
Holder of HE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5413128 (value 71994603; 0.03% of shares outstanding; change -0.01)
Holder of HE: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 2204718 (value 29763693; 0.01% of shares outstanding; change -0.05)
Holder of HE: Kinetics Portfolios Trust-Kinetics Paradigm Portfolio
Shares held as of 2026-03-31: 3504000 (value 47304000; 0.02% of shares outstanding; change 0.24)
Holder of HE: Kinetics Portfolios Trust-Kinetics Small Cap Opportunities Portfolio
Shares held as of 2026-03-31: 2012000 (value 27162000; 0.01% of shares outstanding; change 0.01)
Holder of HE: Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF
Shares held as of 2026-03-31: 3230429 (value 43610791; 0.02% of shares outstanding; change -0.04)
Holder of HE: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3357374 (value 45324549; 0.02% of shares outstanding; change -0.09)
Holder of HE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3785437 (value 51103399; 0.02% of shares outstanding; change -0.03)
Holder of HE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2407761 (value 32504773; 0.01% of shares outstanding; change -0.05)
Holder of HE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5232083 (value 70633120; 0.03% of shares outstanding; change -0.03)
Holder of HE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4023299 (value 53509877; 0.02% of shares outstanding; change -0.05)
Holder of HE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 10522411 (value 135528654; 0.06% of shares outstanding; change 0.02)
Holder of HE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3865988 (value 49793925; 0.02% of shares outstanding; change -0.04)
Holder of HE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 10472185 (value 141374497; 0.06% of shares outstanding; change 0.00)
Holder of HE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3919162 (value 52908687; 0.02% of shares outstanding; change 0.01)
Holder of HEI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 495452 (value 172506473; 0.01% of shares outstanding; change -0.06)
Holder of HEI: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 521475 (value 181567161; 0.01% of shares outstanding; change -0.09)
Holder of HEI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 715612 (value 249161780; 0.01% of shares outstanding; change -0.01)
Holder of HEI: BlackRock Funds-BlackRock Mid-Cap Growth Equity Portfolio
Shares held as of 2026-02-28: 653487 (value 228465580; 0.01% of shares outstanding; change 0.07)
Holder of HEI: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 649455 (value 226127237; 0.01% of shares outstanding; change 2.99)
Holder of HEI: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1601921 (value 560047577; 0.03% of shares outstanding; change 0.00)
Holder of HEI: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 1351699 (value 474338231; 0.02% of shares outstanding; change -0.04)
Holder of HEI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 479146 (value 167514226; 0.01% of shares outstanding; change -0.03)
Holder of HEI: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 510036 (value 178313678; 0.01% of shares outstanding; change -0.02)
Holder of HEI: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 892891 (value 312163609; 0.02% of shares outstanding; change -0.01)
Holder of HEI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 782594 (value 273602676; 0.01% of shares outstanding; change 0.09)
Holder of HEI: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 770068 (value 255008013; 0.01% of shares outstanding; change 0.00)
Holder of HEI: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-04-30: 729942 (value 241720288; 0.01% of shares outstanding; change 0.12)
Holder of HEI: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 624638 (value 207136198; 0.01% of shares outstanding; change 0.00)
Holder of HEI: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 770068 (value 270232272; 0.01% of shares outstanding; change 0.00)
Holder of HEI: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-05-31: 697263 (value 243770107; 0.01% of shares outstanding; change -0.04)
Holder of HEI: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 617092 (value 216549932; 0.01% of shares outstanding; change -0.01)
Holder of HEI: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 946573 (value 330931372; 0.02% of shares outstanding; change -0.30)
Holder of HEI: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 518919 (value 181419263; 0.01% of shares outstanding; change -0.16)
Holder of HEI: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 770068 (value 269223462; 0.01% of shares outstanding; change 0.00)
Holder of HEI.A: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2025-12-31: 688006 (value 178750837; 0.01% of shares outstanding; change -0.09)
Holder of HEI.A: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 753253 (value 195702660; 0.01% of shares outstanding; change 0.06)
Holder of HEI.A: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 954641 (value 248025275; 0.01% of shares outstanding; change -0.09)
Holder of HEI.A: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3120163 (value 810649541; 0.04% of shares outstanding; change 0.00)
Holder of HEI.A: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 6227229 (value 1507736655; 0.07% of shares outstanding; change -0.09)
Holder of HEI.A: Fidelity Magellan Fund
Shares held as of 2026-03-31: 1915307 (value 474517309; 0.02% of shares outstanding; change -0.03)
Holder of HEI.A: Fidelity Select Portfolios-Select Defense and Aerospace Portfolio
Shares held as of 2026-03-31: 731500 (value 181229125; 0.01% of shares outstanding; change 0.03)
Holder of HEI.A: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2026-03-31: 681723 (value 172748604; 0.01% of shares outstanding; change -0.01)
Holder of HEI.A: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 825873 (value 209276213; 0.01% of shares outstanding; change 0.10)
Holder of HEI.A: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 935232 (value 236987783; 0.01% of shares outstanding; change -0.02)
Holder of HEI.A: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 576798 (value 146160609; 0.01% of shares outstanding; change -0.09)
Holder of HEI.A: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1638221 (value 415125191; 0.02% of shares outstanding; change 0.00)
Holder of HEI.A: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3102563 (value 786189445; 0.04% of shares outstanding; change -0.01)
Holder of HEI.A: Fidelity Magellan Fund
Shares held as of 2026-04-30: 1907207 (value 461772949; 0.02% of shares outstanding; change 0.00)
Holder of HEI.A: Fidelity Select Portfolios-Select Defense and Aerospace Portfolio
Shares held as of 2026-04-30: 715100 (value 173140008; 0.01% of shares outstanding; change -0.02)
Holder of HEI.A: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 6152962 (value 1559160533; 0.07% of shares outstanding; change -0.01)
Holder of HEI.A: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 891192 (value 215775402; 0.01% of shares outstanding; change 0.01)
Holder of HEI.A: Fidelity Magellan Fund
Shares held as of 2026-05-31: 1907207 (value 483286242; 0.02% of shares outstanding; change 0.00)
Holder of HEI.A: Fidelity Select Portfolios-Select Defense and Aerospace Portfolio
Shares held as of 2026-05-31: 690700 (value 175023375; 0.01% of shares outstanding; change -0.03)
Holder of HEI.A: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 861877 (value 218399626; 0.01% of shares outstanding; change -0.03)
Holder of HEI.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 821979 (value 152846992; 0.00% of shares outstanding; change 0.11)
Holder of HEI.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1189752 (value 221234380; 0.01% of shares outstanding; change 0.02)
Holder of HEI.DE: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-01-31: 691164 (value 128521943; 0.00% of shares outstanding; change 0.04)
Holder of HEI.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1845089 (value 343094293; 0.01% of shares outstanding; change 0.01)
Holder of HEI.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 1480533 (value 257538710; 0.01% of shares outstanding; change 0.00)
Holder of HEI.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 833602 (value 140295219; 0.00% of shares outstanding; change 0.01)
Holder of HEI.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 3908938 (value 679959753; 0.02% of shares outstanding; change -0.21)
Holder of HEI.DE: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 1030303 (value 191584839; 0.01% of shares outstanding; change -0.04)
Holder of HEI.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-03-31: 918400 (value 170776477; 0.01% of shares outstanding; change 0.06)
Holder of HEI.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 909131 (value 169052906; 0.01% of shares outstanding; change -0.03)
Holder of HEI.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1218715 (value 205109738; 0.01% of shares outstanding; change 0.02)
Holder of HEI.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 753304 (value 126781065; 0.00% of shares outstanding; change 0.01)
Holder of HEI.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1843272 (value 310222683; 0.01% of shares outstanding; change 0.00)
Holder of HEI.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 954951 (value 177573135; 0.01% of shares outstanding; change 0.01)
Holder of HEI.DE: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-05-31: 979349 (value 164824439; 0.01% of shares outstanding; change -0.02)
Holder of HEI.DE: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 873198 (value 146959226; 0.01% of shares outstanding; change 0.09)
Holder of HEI.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 934700 (value 157310012; 0.01% of shares outstanding; change 0.00)
Holder of HEI.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 1010862 (value 170128077; 0.01% of shares outstanding; change 0.02)
Holder of HEI.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 972548 (value 163679831; 0.01% of shares outstanding; change 0.02)
Holder of HEI.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 1480533 (value 249173708; 0.01% of shares outstanding; change 0.00)
Holder of HEIA.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2614399 (value 174484983; 0.00% of shares outstanding; change 0.02)
Holder of HEIA.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 2302887 (value 167235660; 0.00% of shares outstanding; change 0.31)
Holder of HEIA.AS: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 8638048 (value 627295069; 0.02% of shares outstanding; change 0.03)
Holder of HEIA.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4054162 (value 294413255; 0.01% of shares outstanding; change 0.01)
Holder of HEIA.AS: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2011340 (value 146063516; 0.00% of shares outstanding; change 1.00)
Holder of HEIA.AS: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 5684843 (value 430911116; 0.01% of shares outstanding; change 0.02)
Holder of HEIA.AS: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 2376229 (value 180118165; 0.00% of shares outstanding; change -0.16)
Holder of HEIA.AS: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 3754816 (value 284615064; 0.01% of shares outstanding; change 0.02)
Holder of HEIA.AS: Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND
Shares held as of 2026-03-31: 1983768 (value 150369620; 0.00% of shares outstanding; change 0.00)
Holder of HEIA.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2679753 (value 203125285; 0.00% of shares outstanding; change 0.03)
Holder of HEIA.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 3154853 (value 239137867; 0.01% of shares outstanding; change 0.37)
Holder of HEIA.AS: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 8638048 (value 654764064; 0.02% of shares outstanding; change 0.00)
Holder of HEIA.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4053794 (value 307277597; 0.01% of shares outstanding; change 0.00)
Holder of HEIA.AS: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 2011340 (value 152459578; 0.00% of shares outstanding; change 0.00)
Holder of HEIA.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2067892 (value 150170322; 0.00% of shares outstanding; change 0.02)
Holder of HEIA.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2076965 (value 157433953; 0.00% of shares outstanding; change 0.00)
Holder of HEIO.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1076159 (value 65645699; 0.00% of shares outstanding; change 0.02)
Holder of HEIO.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 3269505 (value 213825631; 0.01% of shares outstanding; change 0.00)
Holder of HEIO.AS: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 1150489 (value 75241982; 0.00% of shares outstanding; change 0.00)
Holder of HEIO.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1666668 (value 109000089; 0.01% of shares outstanding; change 0.01)
Holder of HEIO.AS: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 569240 (value 37228296; 0.00% of shares outstanding; change 1.00)
Holder of HEIO.AS: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 1870436 (value 128966556; 0.01% of shares outstanding; change -0.20)
Holder of HEIO.AS: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 688132 (value 47446699; 0.00% of shares outstanding; change 0.05)
Holder of HEIO.AS: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 3088974 (value 212984747; 0.01% of shares outstanding; change 0.00)
Holder of HEIO.AS: Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 1917912 (value 132240026; 0.01% of shares outstanding; change 0.00)
Holder of HEIO.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1101660 (value 75959453; 0.00% of shares outstanding; change 0.02)
Holder of HEIO.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 3269505 (value 225432359; 0.01% of shares outstanding; change 0.00)
Holder of HEIO.AS: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 1150489 (value 79326213; 0.00% of shares outstanding; change 0.00)
Holder of HEIO.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1664253 (value 114750239; 0.01% of shares outstanding; change 0.00)
Holder of HEIO.AS: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 569240 (value 39249096; 0.00% of shares outstanding; change 0.00)
Holder of HEIO.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 932257 (value 60969609; 0.00% of shares outstanding; change 0.01)
Holder of HEIO.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 920093 (value 63440409; 0.00% of shares outstanding; change -0.01)
Holder of HELE: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 482175 (value 13086229; 0.02% of shares outstanding; change 0.40)
Holder of HELE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 252575 (value 6854885; 0.01% of shares outstanding; change -0.03)
Holder of HELE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 716786 (value 19453571; 0.03% of shares outstanding; change 0.00)
Holder of HELE: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 494881 (value 12866906; 0.02% of shares outstanding; change 0.39)
Holder of HELE: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 207146 (value 5041933; 0.01% of shares outstanding; change 0.45)
Holder of HELE: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 509151 (value 13237926; 0.02% of shares outstanding; change 0.06)
Holder of HELE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 223324 (value 5806424; 0.01% of shares outstanding; change 0.01)
Holder of HELE: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 556691 (value 15848992; 0.02% of shares outstanding; change 0.33)
Holder of HELE: VANGUARD SCOTTSDALE FUNDS-Vanguard Explorer Value Fund
Shares held as of 2026-02-28: 252217 (value 7180617; 0.01% of shares outstanding; change 0.24)
Holder of HELE: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 623192 (value 17742275; 0.03% of shares outstanding; change 0.29)
Holder of HELE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 264743 (value 7537233; 0.01% of shares outstanding; change 0.05)
Holder of HELE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 716786 (value 20406896; 0.03% of shares outstanding; change 0.00)
Holder of HELE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 561151 (value 15229637; 0.02% of shares outstanding; change -0.02)
Holder of HELE: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 422659 (value 12033101; 0.02% of shares outstanding; change -0.15)
Holder of HELE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 225830 (value 6429379; 0.01% of shares outstanding; change 0.01)
Holder of HELE: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 470113 (value 13384116; 0.02% of shares outstanding; change -0.08)
Holder of HELE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 539132 (value 14017432; 0.02% of shares outstanding; change -0.04)
Holder of HELE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 218679 (value 5685654; 0.01% of shares outstanding; change 3.77)
Holder of HELE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 544273 (value 15495451; 0.02% of shares outstanding; change 0.01)
Holder of HELE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 324370 (value 9234813; 0.01% of shares outstanding; change 0.48)
Holder of HELP: -T. Rowe Price Health Care ETF
Shares held as of 2025-12-31: 1469 (value 6683; 0.00% of shares outstanding; change 1.00)
Holder of HELP: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 1257000 (value 5216550; 0.02% of shares outstanding; change 1.00)
Holder of HELP: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2025-12-31: 278147 (value 1154310; 0.01% of shares outstanding; change 1.00)
Holder of HELP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 10900 (value 45235; 0.00% of shares outstanding; change 0.00)
Holder of HELP: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 1410815 (value 10750410; 0.02% of shares outstanding; change 0.12)
Holder of HELP: ROYCE FUND-Royce Smaller-Companies Growth Fund
Shares held as of 2026-03-31: 155000 (value 1181099; 0.00% of shares outstanding; change 1.00)
Holder of HELP: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-04-30: 280799 (value 1165315; 0.01% of shares outstanding; change 0.44)
Holder of HELP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14372 (value 69704; 0.00% of shares outstanding; change 0.32)
Holder of HELP: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-05-31: 291071 (value 1411694; 0.01% of shares outstanding; change 0.04)
Holder of HELP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14372 (value 109514; 0.00% of shares outstanding; change 0.00)
Holder of HELP: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-06-30: 292711 (value 2230457; 0.00% of shares outstanding; change 0.01)
Holder of HELP: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 23130 (value 176250; 0.00% of shares outstanding; change 1.00)