speb/financial-data huggingface dataset:
Holder of HSHP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 246433 (value 3972500; 0.01% of shares outstanding; change 0.05)
Holder of HSHP: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 65859 (value 1061647; 0.00% of shares outstanding; change 0.41)
Holder of HSHP.OL: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 51878 (value 7356300; 0.00% of shares outstanding; change 0.55)
Holder of HSHP.OL: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 69962 (value 9920611; 0.00% of shares outstanding; change -0.05)
Holder of HSHP.OL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 268986 (value 38142215; 0.01% of shares outstanding; change 0.03)
Holder of HSHP.OL: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 138586 (value 20205839; 0.00% of shares outstanding; change -0.06)
Holder of HSHP.OL: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 42598 (value 6040396; 0.00% of shares outstanding; change -0.15)
Holder of HSHP.OL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 70492 (value 9657404; 0.00% of shares outstanding; change -0.05)
Holder of HSHP.OL: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-04-30: 44689 (value 6390527; 0.00% of shares outstanding; change -0.03)
Holder of HSHP.OL: AMERICAN BEACON FUNDS-American Beacon IMC International Small Cap Fund
Shares held as of 2026-04-30: 75641 (value 11028458; 0.00% of shares outstanding; change 1.00)
Holder of HSHP.OL: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 54344 (value 7923355; 0.00% of shares outstanding; change 0.05)
Holder of HSHP.OL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 270915 (value 39499407; 0.01% of shares outstanding; change 0.01)
Holder of HSHP.OL: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 2028153 (value 287592101; 0.05% of shares outstanding; change 0.00)
Holder of HSHP.OL: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-04-30: 52938 (value 7718360; 0.00% of shares outstanding; change 1.00)
Holder of HSHP.OL: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 62028 (value 9043682; 0.00% of shares outstanding; change -0.11)
Holder of HSHP.OL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 70956 (value 10061561; 0.00% of shares outstanding; change 0.01)
Holder of HSHP.OL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 649616 (value 92115550; 0.01% of shares outstanding; change -0.04)
Holder of HSHP.OL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 235157 (value 33345263; 0.01% of shares outstanding; change -0.01)
Holder of HSHP.OL: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-05-31: 46677 (value 6618798; 0.00% of shares outstanding; change 0.04)
Holder of HSHP.OL: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 2028153 (value 295704713; 0.05% of shares outstanding; change 0.00)
Holder of HSHP.OL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 71377 (value 10406766; 0.00% of shares outstanding; change 0.01)
Holder of HSHP.OL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 674051 (value 98276637; 0.02% of shares outstanding; change 0.04)
Holder of HSHP.OL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 246433 (value 35929932; 0.01% of shares outstanding; change 0.05)
Holder of HSIC: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2025-12-31: 1714267 (value 131278569; 0.02% of shares outstanding; change 0.03)
Holder of HSIC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2520723 (value 193036971; 0.02% of shares outstanding; change -0.01)
Holder of HSIC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2270160 (value 173848856; 0.02% of shares outstanding; change -0.07)
Holder of HSIC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1464114 (value 112121852; 0.01% of shares outstanding; change -0.06)
Holder of HSIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3137237 (value 240249615; 0.03% of shares outstanding; change -0.03)
Holder of HSIC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1627056 (value 128000492; 0.01% of shares outstanding; change 0.00)
Holder of HSIC: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2026-03-31: 1489401 (value 127299105; 0.01% of shares outstanding; change -0.05)
Holder of HSIC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1277925 (value 97863498; 0.01% of shares outstanding; change 0.00)
Holder of HSIC: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 1683232 (value 143865841; 0.01% of shares outstanding; change -0.02)
Holder of HSIC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2541995 (value 217264315; 0.02% of shares outstanding; change 0.01)
Holder of HSIC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2248081 (value 192143485; 0.02% of shares outstanding; change -0.01)
Holder of HSIC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1431576 (value 122356802; 0.01% of shares outstanding; change -0.02)
Holder of HSIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3095248 (value 264550850; 0.03% of shares outstanding; change -0.01)
Holder of HSIC: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-04-30: 1299104 (value 111034420; 0.01% of shares outstanding; change 0.04)
Holder of HSIC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1282326 (value 100880584; 0.01% of shares outstanding; change 0.00)
Holder of HSIC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1619956 (value 138457641; 0.01% of shares outstanding; change 0.00)
Holder of HSIC: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 2205219 (value 179174043; 0.02% of shares outstanding; change -0.03)
Holder of HSIC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1297547 (value 102078020; 0.01% of shares outstanding; change 0.00)
Holder of HSIC: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 2195448 (value 192804242; 0.02% of shares outstanding; change 0.00)
Holder of HSIC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1321855 (value 112978948; 0.01% of shares outstanding; change 0.02)
Holder of HSIC: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2308157 (value 197278181; 0.02% of shares outstanding; change 0.05)
Holder of HSLV: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 637800 (value 2921123; 0.00% of shares outstanding; change -0.26)
Holder of HSLV: John Hancock Varbl Insurance TRT-Intl Small Company TRT
Shares held as of 2026-03-31: 4454 (value 19597; 0.00% of shares outstanding; change 1.00)
Holder of HSLV: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 384100 (value 1690040; 0.00% of shares outstanding; change -0.40)
Holder of HSLV: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 280000 (value 1232000; 0.00% of shares outstanding; change 0.33)
Holder of HSLV: -Global X Gold Miners ETF
Shares held as of 2026-04-30: 1184 (value 5564; 0.00% of shares outstanding; change 0.00)
Holder of HSLV: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 15202 (value 66888; 0.00% of shares outstanding; change 1.00)
Holder of HSLV: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 4337808 (value 20387696; 0.02% of shares outstanding; change 1.00)
Holder of HSLV: -Global X Gold Miners ETF
Shares held as of 2026-05-31: 948 (value 4588; 0.00% of shares outstanding; change -0.20)
Holder of HSLV: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI All Country World Inve
Shares held as of 2026-05-31: 15000 (value 61650; 0.00% of shares outstanding; change 1.00)
Holder of HSLV: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-05-31: 24200 (value 99462; 0.00% of shares outstanding; change 1.00)
Holder of HSLV: -iShares MSCI World Small-Cap ETF
Shares held as of 2026-05-31: 9586 (value 42178; 0.00% of shares outstanding; change 1.00)
Holder of HSLV: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 4242491 (value 17436638; 0.02% of shares outstanding; change 1.00)
Holder of HSLV: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 133930 (value 589292; 0.00% of shares outstanding; change 1.00)
Holder of HSLV: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-05-31: 1715675 (value 7548970; 0.01% of shares outstanding; change 1.00)
Holder of HSLV: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI All Country World Inve
Shares held as of 2026-06-30: 15000 (value 66000; 0.00% of shares outstanding; change 0.00)
Holder of HSLV: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-06-30: 24200 (value 106480; 0.00% of shares outstanding; change 0.00)
Holder of HSLV: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 4136950 (value 18202580; 0.02% of shares outstanding; change -0.02)
Holder of HSLV.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 637800 (value 4576215; 0.00% of shares outstanding; change -0.26)
Holder of HSLV.TO: John Hancock Varbl Insurance TRT-Intl Small Company TRT
Shares held as of 2026-03-31: 4454 (value 27792; 0.00% of shares outstanding; change 1.00)
Holder of HSLV.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 384100 (value 2396783; 0.00% of shares outstanding; change -0.40)
Holder of HSLV.TO: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 280000 (value 1747199; 0.00% of shares outstanding; change 0.33)
Holder of HSLV.TO: -Global X Gold Miners ETF
Shares held as of 2026-04-30: 1184 (value 7767; 0.00% of shares outstanding; change 0.00)
Holder of HSLV.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 15202 (value 94860; 0.00% of shares outstanding; change 1.00)
Holder of HSLV.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 4337808 (value 28456020; 0.02% of shares outstanding; change 1.00)
Holder of HSLV.TO: -Global X Gold Miners ETF
Shares held as of 2026-05-31: 948 (value 6474; 0.00% of shares outstanding; change -0.20)
Holder of HSLV.TO: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI All Country World Inve
Shares held as of 2026-05-31: 15000 (value 86700; 0.00% of shares outstanding; change 1.00)
Holder of HSLV.TO: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-05-31: 24200 (value 139876; 0.00% of shares outstanding; change 1.00)
Holder of HSLV.TO: -iShares MSCI World Small-Cap ETF
Shares held as of 2026-05-31: 9586 (value 59816; 0.00% of shares outstanding; change 1.00)
Holder of HSLV.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 4242491 (value 24521598; 0.02% of shares outstanding; change 1.00)
Holder of HSLV.TO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 133930 (value 835723; 0.00% of shares outstanding; change 1.00)
Holder of HSLV.TO: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-05-31: 1715675 (value 10705811; 0.01% of shares outstanding; change 1.00)
Holder of HSLV.TO: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI All Country World Inve
Shares held as of 2026-06-30: 15000 (value 93599; 0.00% of shares outstanding; change 0.00)
Holder of HSLV.TO: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-06-30: 24200 (value 151007; 0.00% of shares outstanding; change 0.00)
Holder of HSLV.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 4136950 (value 25814567; 0.02% of shares outstanding; change -0.02)
Holder of HSPT: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 35000 (value 343000; 0.01% of shares outstanding; change 1.00)
Holder of HSPT: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 21004 (value 205839; 0.00% of shares outstanding; change 0.00)
Holder of HSPT: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 383896 (value 3762180; 0.07% of shares outstanding; change 0.00)
Holder of HSPT: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 130000 (value 1274000; 0.02% of shares outstanding; change 1.00)
Holder of HSPT: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 21004 (value 121823; 0.00% of shares outstanding; change 0.00)
Holder of HST: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 12177382 (value 279836232; 0.02% of shares outstanding; change -0.07)
Holder of HST: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 10257187 (value 235710152; 0.01% of shares outstanding; change -0.20)
Holder of HST: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 11094956 (value 254962083; 0.02% of shares outstanding; change -0.13)
Holder of HST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 16125867 (value 370572416; 0.02% of shares outstanding; change 0.02)
Holder of HST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 15604933 (value 358601353; 0.02% of shares outstanding; change -0.04)
Holder of HST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 21615561 (value 496725581; 0.03% of shares outstanding; change 0.00)
Holder of HST: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 25666242 (value 641912718; 0.04% of shares outstanding; change 0.00)
Holder of HST: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 10471410 (value 256549545; 0.01% of shares outstanding; change -0.14)
Holder of HST: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 9301701 (value 227891674; 0.01% of shares outstanding; change -0.16)
Holder of HST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8167599 (value 187691421; 0.01% of shares outstanding; change 0.00)
Holder of HST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 16251352 (value 398158124; 0.02% of shares outstanding; change 0.01)
Holder of HST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 15858917 (value 388543466; 0.02% of shares outstanding; change 0.02)
Holder of HST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21761882 (value 533166109; 0.03% of shares outstanding; change 0.01)
Holder of HST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 8195724 (value 204975059; 0.01% of shares outstanding; change 0.00)
Holder of HST: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 8791911 (value 218830659; 0.01% of shares outstanding; change -0.03)
Holder of HST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7634284 (value 190017324; 0.01% of shares outstanding; change 0.03)
Holder of HST: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 25531403 (value 625519373; 0.04% of shares outstanding; change -0.01)
Holder of HST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8263533 (value 206670962; 0.01% of shares outstanding; change 0.00)
Holder of HST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 8184373 (value 200517138; 0.01% of shares outstanding; change 0.00)
Holder of HST: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 8761186 (value 209742797; 0.01% of shares outstanding; change 0.00)
Holder of HST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7709056 (value 178695920; 0.01% of shares outstanding; change 0.01)
Holder of HST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 8417209 (value 206221620; 0.01% of shares outstanding; change 0.02)
Holder of HST: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 7599725 (value 186193262; 0.01% of shares outstanding; change -0.13)
Holder of HST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7698099 (value 188603425; 0.01% of shares outstanding; change 0.00)
Holder of HSTM: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2025-12-31: 215462 (value 5380085; 0.01% of shares outstanding; change 0.00)
Holder of HSTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 260580 (value 6506682; 0.01% of shares outstanding; change 0.06)
Holder of HSTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 269661 (value 6733434; 0.01% of shares outstanding; change -0.52)
Holder of HSTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 751138 (value 18755915; 0.03% of shares outstanding; change 0.00)
Holder of HSTM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 296976 (value 7614464; 0.01% of shares outstanding; change 0.00)
Holder of HSTM: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 363183 (value 9312011; 0.01% of shares outstanding; change 0.00)
Holder of HSTM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 231052 (value 5924173; 0.01% of shares outstanding; change 0.01)
Holder of HSTM: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Small & Mid Cap Enhanced Eqy. ET
Shares held as of 2026-03-31: 230533 (value 6255513; 0.01% of shares outstanding; change 0.09)
Holder of HSTM: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 215462 (value 5846561; 0.01% of shares outstanding; change 0.00)
Holder of HSTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 271291 (value 7361481; 0.01% of shares outstanding; change 0.04)
Holder of HSTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 751138 (value 20382129; 0.03% of shares outstanding; change 0.00)
Holder of HSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 588450 (value 14693596; 0.02% of shares outstanding; change 0.02)
Holder of HSTM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 296976 (value 8058443; 0.01% of shares outstanding; change 0.00)
Holder of HSTM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 234105 (value 6352439; 0.01% of shares outstanding; change 0.01)
Holder of HSTM: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 375020 (value 10176167; 0.01% of shares outstanding; change 0.03)
Holder of HSTM: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 219751 (value 5634415; 0.01% of shares outstanding; change 0.00)
Holder of HSTM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1454847 (value 37302276; 0.05% of shares outstanding; change 0.02)
Holder of HSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 565523 (value 14500009; 0.02% of shares outstanding; change -0.04)
Holder of HSTM: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 221727 (value 6226094; 0.01% of shares outstanding; change 0.01)
Holder of HSTM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1438344 (value 39029464; 0.05% of shares outstanding; change -0.01)
Holder of HSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 570876 (value 15490720; 0.02% of shares outstanding; change 0.01)
Holder of HSTM: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 210367 (value 5708308; 0.01% of shares outstanding; change -0.05)
Holder of HSTR.V: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 339700 (value 709972; 0.00% of shares outstanding; change 1.00)
Holder of HSTR.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 16088333 (value 28958998; 0.06% of shares outstanding; change -0.05)
Holder of HSTR.V: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 15534097 (value 27961373; 0.06% of shares outstanding; change 0.06)
Holder of HSTR.V: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 4206513 (value 6772485; 0.02% of shares outstanding; change -0.04)
Holder of HSTR.V: OCM MUTUAL FUND
Shares held as of 2026-03-31: 300000 (value 546000; 0.00% of shares outstanding; change 0.00)
Holder of HSTR.V: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 355400 (value 572194; 0.00% of shares outstanding; change 0.05)
Holder of HSTR.V: U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund
Shares held as of 2026-03-31: 1500000 (value 2415000; 0.01% of shares outstanding; change 0.50)
Holder of HSTR.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 900000 (value 1449000; 0.00% of shares outstanding; change 0.00)
Holder of HSTR.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 16088333 (value 25902216; 0.06% of shares outstanding; change 0.00)
Holder of HSTR.V: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-04-30: 15534097 (value 25009896; 0.06% of shares outstanding; change 0.00)
Holder of HSTR.V: OCM MUTUAL FUND
Shares held as of 2026-05-31: 300000 (value 483000; 0.00% of shares outstanding; change 0.00)
Holder of HSX.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3143048 (value 5487761808; 0.01% of shares outstanding; change 0.01)
Holder of HSX.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4932789 (value 8795162787; 0.02% of shares outstanding; change 0.01)
Holder of HSX.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 2520248 (value 4493602184; 0.01% of shares outstanding; change 0.00)
Holder of HSX.L: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 7684320 (value 14139148800; 0.02% of shares outstanding; change -0.06)
Holder of HSX.L: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 7450891 (value 13709639440; 0.02% of shares outstanding; change -0.02)
Holder of HSX.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 2607990 (value 4895197230; 0.01% of shares outstanding; change 0.00)
Holder of HSX.L: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-03-31: 3938037 (value 6875812602; 0.01% of shares outstanding; change 0.00)
Holder of HSX.L: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 3249323 (value 5673317958; 0.01% of shares outstanding; change 10.40)
Holder of HSX.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 4937134 (value 8694292974; 0.02% of shares outstanding; change 0.00)
Holder of HSX.L: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 2162554 (value 3979099360; 0.01% of shares outstanding; change 0.19)
Holder of HSX.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3128423 (value 5756298320; 0.01% of shares outstanding; change 0.00)
Holder of HSX.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 2270248 (value 4177256320; 0.01% of shares outstanding; change -0.10)
Holder of HSX.L: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-04-30: 3846737 (value 6858732071; 0.01% of shares outstanding; change -0.02)
Holder of HSX.L: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 3348923 (value 5971129709; 0.01% of shares outstanding; change 0.03)
Holder of HSX.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 4962487 (value 8848114321; 0.02% of shares outstanding; change 0.01)
Holder of HSX.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4787182 (value 8808414880; 0.01% of shares outstanding; change -0.03)
Holder of HSX.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2294568 (value 4091214744; 0.01% of shares outstanding; change 0.00)
Holder of HSX.L: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-05-31: 3619532 (value 6659938880; 0.01% of shares outstanding; change -0.06)
Holder of HSX.L: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 3170753 (value 5834185520; 0.01% of shares outstanding; change -0.05)
Holder of HSX.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 4962487 (value 9130976080; 0.02% of shares outstanding; change 0.00)
Holder of HSX.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2310363 (value 4251067920; 0.01% of shares outstanding; change 0.01)
Holder of HSY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3736287 (value 724951762; 0.03% of shares outstanding; change 0.02)
Holder of HSY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4669937 (value 906107870; 0.03% of shares outstanding; change 0.00)
Holder of HSY: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4574562 (value 797346170; 0.03% of shares outstanding; change 0.08)
Holder of HSY: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 2228450 (value 380819819; 0.02% of shares outstanding; change 0.00)
Holder of HSY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1892269 (value 367156951; 0.01% of shares outstanding; change 0.00)
Holder of HSY: Fidelity Contrafund
Shares held as of 2026-03-31: 1428836 (value 277237047; 0.01% of shares outstanding; change 0.36)
Holder of HSY: Income Fund of America
Shares held as of 2026-03-31: 2750000 (value 469947498; 0.02% of shares outstanding; change 0.00)
Holder of HSY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3764727 (value 656191927; 0.03% of shares outstanding; change 0.01)
Holder of HSY: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3197904 (value 557394676; 0.02% of shares outstanding; change -0.01)
Holder of HSY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4702072 (value 819571163; 0.03% of shares outstanding; change 0.01)
Holder of HSY: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 2228450 (value 386992635; 0.02% of shares outstanding; change 0.00)
Holder of HSY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1898812 (value 324487981; 0.01% of shares outstanding; change 0.00)
Holder of HSY: Fidelity Contrafund
Shares held as of 2026-04-30: 1580187 (value 270038155; 0.01% of shares outstanding; change 0.11)
Holder of HSY: Income Fund of America
Shares held as of 2026-04-30: 3000000 (value 522900009; 0.02% of shares outstanding; change 0.09)
Holder of HSY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1768438 (value 321254453; 0.01% of shares outstanding; change 0.03)
Holder of HSY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1916508 (value 327512050; 0.01% of shares outstanding; change 0.01)
Holder of HSY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1896162 (value 330501042; 0.01% of shares outstanding; change 0.00)
Holder of HSY: Fidelity Contrafund
Shares held as of 2026-05-31: 1376687 (value 239956548; 0.01% of shares outstanding; change -0.13)
Holder of HSY: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-05-31: 1458717 (value 253320799; 0.01% of shares outstanding; change 0.03)
Holder of HSY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1785724 (value 310108836; 0.01% of shares outstanding; change 0.01)
Holder of HSY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1951940 (value 340223147; 0.01% of shares outstanding; change 0.02)
Holder of HSY: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 2537620 (value 442307173; 0.02% of shares outstanding; change 0.14)
Holder of HSY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1794754 (value 312825627; 0.01% of shares outstanding; change 0.01)
Holder of HSY.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4574562 (value 704253805; 0.03% of shares outstanding; change 0.08)
Holder of HSY.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 2228450 (value 353989296; 0.02% of shares outstanding; change 0.00)
Holder of HSY.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1892269 (value 300586942; 0.01% of shares outstanding; change 0.00)
Holder of HSY.DE: Fidelity Contrafund
Shares held as of 2026-03-31: 1428836 (value 226970607; 0.01% of shares outstanding; change 0.36)
Holder of HSY.DE: Income Fund of America
Shares held as of 2026-03-31: 2750000 (value 436837516; 0.02% of shares outstanding; change 0.00)
Holder of HSY.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3764727 (value 579579710; 0.03% of shares outstanding; change 0.01)
Holder of HSY.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3197904 (value 492317311; 0.02% of shares outstanding; change -0.01)
Holder of HSY.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4702072 (value 723883970; 0.03% of shares outstanding; change 0.01)
Holder of HSY.DE: Income Fund of America
Shares held as of 2026-04-30: 3000000 (value 461849990; 0.02% of shares outstanding; change 0.09)
Holder of HSY.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1768438 (value 280916387; 0.01% of shares outstanding; change 0.03)
Holder of HSY.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1916508 (value 304437307; 0.01% of shares outstanding; change 0.01)
Holder of HSY.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1896162 (value 291914134; 0.01% of shares outstanding; change 0.00)
Holder of HSY.DE: Fidelity Contrafund
Shares held as of 2026-05-31: 1376687 (value 211940959; 0.01% of shares outstanding; change -0.13)
Holder of HSY.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1951940 (value 300501157; 0.01% of shares outstanding; change 0.02)
Holder of HSY.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 2537620 (value 390666591; 0.02% of shares outstanding; change 0.14)
Holder of HSY.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1794754 (value 276302372; 0.01% of shares outstanding; change 0.01)
Holder of HT3.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 3943695 (value 263754310; 0.01% of shares outstanding; change 0.00)
Holder of HT3.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 6967425 (value 492178897; 0.02% of shares outstanding; change 0.01)
Holder of HT3.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7351749 (value 519327544; 0.02% of shares outstanding; change 0.01)
Holder of HT3.DE: Fidelity Advisor Series VIII-Fidelity Advisor Focused Emerging Markets
Shares held as of 2026-05-31: 2395300 (value 169203990; 0.01% of shares outstanding; change 0.00)
Holder of HT3.DE: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-05-31: 2174600 (value 153613742; 0.01% of shares outstanding; change 0.04)
Holder of HT3.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 3072445 (value 217037512; 0.01% of shares outstanding; change 0.00)
Holder of HT3.DE: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 2210082 (value 156120191; 0.01% of shares outstanding; change 0.00)
Holder of HT3.DE: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 14527850 (value 1026247315; 0.03% of shares outstanding; change -0.01)
Holder of HT3.DE: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 1986880 (value 140353201; 0.00% of shares outstanding; change 0.01)
Holder of HT3.DE: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 5685819 (value 401646250; 0.01% of shares outstanding; change 0.02)
Holder of HT3.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 3294737 (value 232740219; 0.01% of shares outstanding; change -0.16)
Holder of HTB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 145000 (value 6738150; 0.01% of shares outstanding; change 0.03)
Holder of HTB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 479286 (value 22272421; 0.03% of shares outstanding; change 0.03)
Holder of HTB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 196535 (value 9443506; 0.01% of shares outstanding; change -0.09)
Holder of HTB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 91930 (value 4417236; 0.01% of shares outstanding; change 0.00)
Holder of HTB: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 118581 (value 5774894; 0.01% of shares outstanding; change -0.03)
Holder of HTB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 154330 (value 7415556; 0.01% of shares outstanding; change 0.01)
Holder of HTB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 151257 (value 7366216; 0.01% of shares outstanding; change 0.04)
Holder of HTB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 512232 (value 24945698; 0.03% of shares outstanding; change 0.07)
Holder of HTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 396591 (value 18429584; 0.02% of shares outstanding; change -0.01)
Holder of HTB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 136926 (value 6362951; 0.01% of shares outstanding; change -0.02)
Holder of HTB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 434239 (value 20504766; 0.03% of shares outstanding; change 0.04)
Holder of HTB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 202535 (value 9863454; 0.01% of shares outstanding; change 0.03)
Holder of HTB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 92960 (value 4527152; 0.01% of shares outstanding; change 0.01)
Holder of HTB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 153753 (value 7487771; 0.01% of shares outstanding; change 0.00)
Holder of HTB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 100258 (value 4805365; 0.01% of shares outstanding; change 0.05)
Holder of HTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 381155 (value 18314497; 0.02% of shares outstanding; change -0.04)
Holder of HTB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 135366 (value 6504336; 0.01% of shares outstanding; change -0.01)
Holder of HTB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 450801 (value 21660987; 0.03% of shares outstanding; change 0.04)
Holder of HTB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 93623 (value 4570674; 0.01% of shares outstanding; change -0.07)
Holder of HTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 384759 (value 18737763; 0.02% of shares outstanding; change 0.01)
Holder of HTB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 136510 (value 6648037; 0.01% of shares outstanding; change 0.01)
Holder of HTB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 467957 (value 22789506; 0.03% of shares outstanding; change 0.04)
Holder of HTB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 108504 (value 5284144; 0.01% of shares outstanding; change 0.16)
Holder of HTCO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3552 (value 10300; 0.00% of shares outstanding; change 0.00)
Holder of HTCO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4732 (value 19874; 0.00% of shares outstanding; change 0.33)
Holder of HTCO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4732 (value 14621; 0.00% of shares outstanding; change 0.00)
Holder of HTCR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12158 (value 37325; 0.01% of shares outstanding; change 19.00)
Holder of HTCR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 608 (value 1860; 0.00% of shares outstanding; change -0.95)
Holder of HTCR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 608 (value 1323; 0.00% of shares outstanding; change 0.00)
Holder of HTD: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 96043 (value 2420283; 0.00% of shares outstanding; change 0.00)
Holder of HTD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 436115 (value 11229961; 0.01% of shares outstanding; change 0.05)
Holder of HTD: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 98651 (value 2552101; 0.00% of shares outstanding; change 0.03)
Holder of HTD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 423759 (value 10916031; 0.01% of shares outstanding; change -0.03)
Holder of HTD: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 100374 (value 2617753; 0.00% of shares outstanding; change 0.02)
Holder of HTD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 422823 (value 11027223; 0.01% of shares outstanding; change 0.00)
Holder of HTFL: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 2256545 (value 76361483; 0.03% of shares outstanding; change 8.58)
Holder of HTFL: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 714978 (value 17245269; 0.01% of shares outstanding; change 1.00)
Holder of HTFL: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-03-31: 589157 (value 18252083; 0.01% of shares outstanding; change -0.03)
Holder of HTFL: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 1604894 (value 38710044; 0.02% of shares outstanding; change 0.98)
Holder of HTFL: BARON INVESTMENT Fd.S TRT -Baron Opportunity Fd.
Shares held as of 2026-03-31: 652259 (value 20206983; 0.01% of shares outstanding; change 0.25)
Holder of HTFL: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-03-31: 1128000 (value 34945439; 0.01% of shares outstanding; change 0.23)
Holder of HTFL: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 1080000 (value 33458399; 0.01% of shares outstanding; change 0.14)
Holder of HTFL: Franklin Custodian Funds-FRANKLIN DYNATECH FUND
Shares held as of 2026-03-31: 750000 (value 18090000; 0.01% of shares outstanding; change 0.15)
Holder of HTFL: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 585408 (value 18135939; 0.01% of shares outstanding; change 1.00)
Holder of HTFL: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 754491 (value 18198323; 0.01% of shares outstanding; change 0.20)
Holder of HTFL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1178726 (value 28430872; 0.01% of shares outstanding; change 2.20)
Holder of HTFL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 750419 (value 18100106; 0.01% of shares outstanding; change 2.16)
Holder of HTFL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1639556 (value 39546092; 0.02% of shares outstanding; change 2.22)
Holder of HTFL: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-04-30: 1000000 (value 33840000; 0.01% of shares outstanding; change -0.11)
Holder of HTFL: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 1000000 (value 33840000; 0.01% of shares outstanding; change -0.07)
Holder of HTFL: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 5663321 (value 136599307; 0.07% of shares outstanding; change 1.51)
Holder of HTFL: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 950000 (value 22914000; 0.01% of shares outstanding; change -0.05)
Holder of HTFL: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 1000000 (value 24120000; 0.01% of shares outstanding; change 0.00)
Holder of HTGC: Northern Funds-SMALL CAP VALUE FUND
Shares held as of 2025-12-31: 63945 (value 987950; 0.00% of shares outstanding; change -0.06)
Holder of HTGC: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-01-31: 33461 (value 509611; 0.00% of shares outstanding; change -0.28)
Holder of HTGC: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 34228 (value 521292; 0.00% of shares outstanding; change -0.15)
Holder of HTGC: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-01-31: 994038 (value 15139198; 0.01% of shares outstanding; change -0.03)
Holder of HTGC: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-02-28: 223807 (value 3618959; 0.00% of shares outstanding; change -0.03)
Holder of HTGC: Tidal ETF Trust-Sound Enhanced Fixed Income ETF
Shares held as of 2026-02-28: 78874 (value 1240687; 0.00% of shares outstanding; change -0.05)
Holder of HTGC: MUTUAL FUND SERIES TRUST-Catalyst/SMH Total Return Income Fund
Shares held as of 2026-03-31: 40565 (value 638087; 0.00% of shares outstanding; change 0.00)
Holder of HTGC: Northern Funds-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 62437 (value 982133; 0.00% of shares outstanding; change -0.02)
Holder of HTGC: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-04-30: 39643 (value 623584; 0.00% of shares outstanding; change 0.18)
Holder of HTGC: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-04-30: 82503 (value 1278796; 0.00% of shares outstanding; change 0.05)
Holder of HTGC: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-04-30: 1213737 (value 19092082; 0.01% of shares outstanding; change 0.22)
Holder of HTGC: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-04-30: 2942235 (value 44957350; 0.02% of shares outstanding; change 0.15)
Holder of HTGC: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-04-30: 114299 (value 1829927; 0.00% of shares outstanding; change 0.10)
Holder of HTGC: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-05-31: 229506 (value 3610129; 0.00% of shares outstanding; change 0.03)
Holder of HTGC: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-05-31: 86885 (value 1404930; 0.00% of shares outstanding; change 0.05)
Holder of HTGC: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-05-31: 2968233 (value 47521411; 0.02% of shares outstanding; change 0.01)
Holder of HTGC: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-06-30: 72945 (value 1147424; 0.00% of shares outstanding; change -0.16)
Holder of HTGC: ProShares Trust-ProShares Global Listed Private Equity ETF
Shares held as of 2026-06-30: 32250 (value 507292; 0.00% of shares outstanding; change 0.01)
Holder of HTGC: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-06-30: 3156663 (value 49654307; 0.02% of shares outstanding; change 0.06)
Holder of HTGC: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-06-30: 112045 (value 1762467; 0.00% of shares outstanding; change -0.02)
Holder of HTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 462724 (value 17453949; 0.01% of shares outstanding; change -0.02)
Holder of HTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 975600 (value 36799633; 0.02% of shares outstanding; change -0.07)
Holder of HTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 628153 (value 23693931; 0.01% of shares outstanding; change -0.06)
Holder of HTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1356472 (value 51166125; 0.02% of shares outstanding; change -0.04)
Holder of HTH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 751828 (value 28554427; 0.01% of shares outstanding; change -0.07)
Holder of HTH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 474239 (value 18011597; 0.01% of shares outstanding; change 0.00)
Holder of HTH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 425437 (value 16158097; 0.01% of shares outstanding; change 0.01)
Holder of HTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 463301 (value 18105803; 0.01% of shares outstanding; change 0.00)
Holder of HTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 891383 (value 34835249; 0.02% of shares outstanding; change -0.09)
Holder of HTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 567510 (value 22178291; 0.01% of shares outstanding; change -0.10)