speb/financial-data huggingface dataset:
Holder of FHN: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-04-30: 3275407 (value 81262845; 0.01% of shares outstanding; change -0.03)
Holder of FHN: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 3669279 (value 92245671; 0.01% of shares outstanding; change 0.00)
Holder of FHN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 16382367 (value 406446516; 0.03% of shares outstanding; change 0.02)
Holder of FHN: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 9061208 (value 224808565; 0.02% of shares outstanding; change 0.00)
Holder of FHN: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-05-31: 3275407 (value 84505498; 0.01% of shares outstanding; change 0.00)
Holder of FHN: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 3633462 (value 93525311; 0.01% of shares outstanding; change -0.01)
Holder of FHN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 16453377 (value 420054726; 0.03% of shares outstanding; change 0.00)
Holder of FHN: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 8962648 (value 228816409; 0.02% of shares outstanding; change -0.01)
Holder of FHN: Invesco Exchange-Traded Fund Trust II-Invesco KBW Bank ETF
Shares held as of 2026-06-30: 3515159 (value 89742011; 0.01% of shares outstanding; change 0.14)
Holder of FHN: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 3651766 (value 93229588; 0.01% of shares outstanding; change 0.01)
Holder of FHTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 364401 (value 1559636; 0.01% of shares outstanding; change 0.00)
Holder of FHTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1026081 (value 4391626; 0.02% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 327571 (value 1369246; 0.01% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 202863 (value 756678; 0.00% of shares outstanding; change 0.10)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1836447 (value 6849947; 0.03% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 504260 (value 1880889; 0.01% of shares outstanding; change -0.01)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 327312 (value 1220873; 0.01% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 654278 (value 2440456; 0.01% of shares outstanding; change 0.00)
Holder of FHTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 429778 (value 2084423; 0.01% of shares outstanding; change 0.18)
Holder of FHTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1026081 (value 4976492; 0.02% of shares outstanding; change 0.00)
Holder of FHTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 223190 (value 955253; 0.00% of shares outstanding; change 0.11)
Holder of FHTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 790082 (value 3381551; 0.01% of shares outstanding; change 0.02)
Holder of FHTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 202125 (value 1012646; 0.00% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1836447 (value 7676348; 0.03% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 502645 (value 2101056; 0.01% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 322152 (value 1346595; 0.01% of shares outstanding; change -0.02)
Holder of FHTX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 340693 (value 1652361; 0.01% of shares outstanding; change 0.04)
Holder of FHTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 504880 (value 2110398; 0.01% of shares outstanding; change -0.23)
Holder of FHTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 219942 (value 1101909; 0.00% of shares outstanding; change -0.01)
Holder of FHTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 759210 (value 3803642; 0.01% of shares outstanding; change -0.04)
Holder of FHTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 188248 (value 913002; 0.00% of shares outstanding; change -0.07)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1836447 (value 8906767; 0.03% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 501007 (value 2429883; 0.01% of shares outstanding; change 0.00)
Holder of FHTX: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 283912 (value 1376973; 0.00% of shares outstanding; change -0.12)
Holder of FHTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 351578 (value 1705153; 0.01% of shares outstanding; change -0.30)
Holder of FHTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 218086 (value 1057717; 0.00% of shares outstanding; change -0.01)
Holder of FHTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 766418 (value 3717127; 0.01% of shares outstanding; change 0.01)
Holder of FIBK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1984423 (value 70645455; 0.02% of shares outstanding; change 0.00)
Holder of FIBK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1279620 (value 45554470; 0.01% of shares outstanding; change 0.01)
Holder of FIBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2802704 (value 99776258; 0.03% of shares outstanding; change 0.04)
Holder of FIBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1166507 (value 42822470; 0.01% of shares outstanding; change -0.15)
Holder of FIBK: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1302444 (value 47812718; 0.01% of shares outstanding; change -0.44)
Holder of FIBK: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1393744 (value 53129519; 0.01% of shares outstanding; change -0.16)
Holder of FIBK: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3436966 (value 131017140; 0.04% of shares outstanding; change 0.29)
Holder of FIBK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1981186 (value 75522808; 0.02% of shares outstanding; change 0.00)
Holder of FIBK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1262001 (value 48107476; 0.01% of shares outstanding; change -0.01)
Holder of FIBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2724168 (value 103845281; 0.03% of shares outstanding; change -0.03)
Holder of FIBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2164020 (value 77039108; 0.02% of shares outstanding; change -0.03)
Holder of FIBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1332439 (value 50792573; 0.01% of shares outstanding; change 0.14)
Holder of FIBK: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1088445 (value 41491522; 0.01% of shares outstanding; change -0.16)
Holder of FIBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1572946 (value 58372027; 0.02% of shares outstanding; change 0.05)
Holder of FIBK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5361411 (value 196817392; 0.06% of shares outstanding; change 0.02)
Holder of FIBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2079349 (value 81635238; 0.02% of shares outstanding; change -0.04)
Holder of FIBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 1455685 (value 56553360; 0.02% of shares outstanding; change -0.07)
Holder of FIBK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5340995 (value 203598723; 0.06% of shares outstanding; change 0.00)
Holder of FIBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2099118 (value 80018375; 0.02% of shares outstanding; change 0.01)
Holder of FIBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1769286 (value 67445180; 0.02% of shares outstanding; change 0.22)
Holder of FICO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 597402 (value 747104946; 0.03% of shares outstanding; change 0.01)
Holder of FICO: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 273106 (value 341543623; 0.01% of shares outstanding; change -0.12)
Holder of FICO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 707794 (value 885160074; 0.03% of shares outstanding; change -0.01)
Holder of FICO: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 280774 (value 306282311; 0.01% of shares outstanding; change -0.01)
Holder of FICO: AMCAP FUND
Shares held as of 2026-03-31: 884751 (value 1094764340; 0.04% of shares outstanding; change 0.03)
Holder of FICO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 302948 (value 378863728; 0.01% of shares outstanding; change 0.00)
Holder of FICO: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 446034 (value 551909088; 0.02% of shares outstanding; change 0.00)
Holder of FICO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 604048 (value 747430870; 0.03% of shares outstanding; change 0.01)
Holder of FICO: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 274172 (value 299080519; 0.01% of shares outstanding; change 0.00)
Holder of FICO: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 486701 (value 602229213; 0.02% of shares outstanding; change -0.01)
Holder of FICO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 714486 (value 884083538; 0.03% of shares outstanding; change 0.01)
Holder of FICO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 303995 (value 331612938; 0.01% of shares outstanding; change 0.00)
Holder of FICO: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 279942 (value 351917883; 0.01% of shares outstanding; change 0.00)
Holder of FICO: Professionally Managed Portfolios-Akre Focus ETF
Shares held as of 2026-04-30: 300187 (value 371442386; 0.01% of shares outstanding; change 0.25)
Holder of FICO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 284205 (value 335131677; 0.01% of shares outstanding; change 0.03)
Holder of FICO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 306733 (value 370119381; 0.01% of shares outstanding; change 0.00)
Holder of FICO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 303571 (value 375629646; 0.01% of shares outstanding; change 0.00)
Holder of FICO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 287019 (value 359032074; 0.01% of shares outstanding; change 0.01)
Holder of FICO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 312501 (value 386679360; 0.01% of shares outstanding; change 0.02)
Holder of FICO: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 317644 (value 393043154; 0.01% of shares outstanding; change 0.41)
Holder of FICO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 280050 (value 346525467; 0.01% of shares outstanding; change -0.02)
Holder of FIE.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 213914 (value 9444303; 0.00% of shares outstanding; change 0.04)
Holder of FIE.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 93991 (value 4149702; 0.00% of shares outstanding; change 0.22)
Holder of FIE.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 140122 (value 6186386; 0.00% of shares outstanding; change 0.00)
Holder of FIE.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 334445 (value 14765747; 0.00% of shares outstanding; change 0.00)
Holder of FIE.DE: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-02-28: 113000 (value 4988950; 0.00% of shares outstanding; change 0.00)
Holder of FIE.DE: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 235000 (value 10375250; 0.00% of shares outstanding; change -0.30)
Holder of FIE.DE: HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd.
Shares held as of 2026-03-31: 601900 (value 23714860; 0.01% of shares outstanding; change 0.35)
Holder of FIE.DE: The New Germany Fund, Inc.
Shares held as of 2026-03-31: 58915 (value 2601097; 0.00% of shares outstanding; change -0.27)
Holder of FIE.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 217589 (value 8573006; 0.00% of shares outstanding; change 0.02)
Holder of FIE.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 135064 (value 5321521; 0.00% of shares outstanding; change 0.44)
Holder of FIE.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 103573 (value 4080776; 0.00% of shares outstanding; change -0.26)
Holder of FIE.DE: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-04-30: 113000 (value 4452200; 0.00% of shares outstanding; change 0.00)
Holder of FIE.DE: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-04-30: 235000 (value 9259000; 0.00% of shares outstanding; change 0.00)
Holder of FIE.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 84650 (value 3335210; 0.00% of shares outstanding; change 1.00)
Holder of FIE.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 334445 (value 13177133; 0.00% of shares outstanding; change 0.00)
Holder of FIE.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 185924 (value 8208544; 0.00% of shares outstanding; change 0.01)
Holder of FIE.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 99970 (value 4413675; 0.00% of shares outstanding; change 0.00)
Holder of FIE.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 187484 (value 7386869; 0.00% of shares outstanding; change 0.01)
Holder of FIE.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 96653 (value 3808128; 0.00% of shares outstanding; change -0.03)
Holder of FIG: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1100277 (value 28057063; 0.00% of shares outstanding; change 11.14)
Holder of FIG: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 2448214 (value 51706281; 0.01% of shares outstanding; change -0.02)
Holder of FIG: -Price (T.Rowe) Large Cap Growth Trust
Shares held as of 2026-03-31: 1719800 (value 36322177; 0.00% of shares outstanding; change 1.00)
Holder of FIG: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 1257000 (value 32053500; 0.00% of shares outstanding; change 1.64)
Holder of FIG: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 1653100 (value 42154050; 0.00% of shares outstanding; change 1.00)
Holder of FIG: Fidelity Contrafund
Shares held as of 2026-03-31: 5655266 (value 144209283; 0.01% of shares outstanding; change 0.03)
Holder of FIG: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-03-31: 1229719 (value 31357834; 0.00% of shares outstanding; change 0.01)
Holder of FIG: Fidelity Select Portfolios-Select Software and IT Services Portfolio
Shares held as of 2026-03-31: 3590400 (value 91555200; 0.01% of shares outstanding; change 0.15)
Holder of FIG: T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund
Shares held as of 2026-03-31: 2688039 (value 56771385; 0.01% of shares outstanding; change 1.00)
Holder of FIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6102791 (value 128890951; 0.01% of shares outstanding; change 1.00)
Holder of FIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3886238 (value 82077349; 0.01% of shares outstanding; change 1.00)
Holder of FIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8412031 (value 177662101; 0.02% of shares outstanding; change 1.00)
Holder of FIG: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-03-31: 2313994 (value 59006847; 0.01% of shares outstanding; change 0.00)
Holder of FIG: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-04-30: 1754068 (value 38150979; 0.00% of shares outstanding; change 0.13)
Holder of FIG: ARK ETF Trust-ARK Next Generation Internet ETF
Shares held as of 2026-04-30: 1038031 (value 26469790; 0.00% of shares outstanding; change 0.02)
Holder of FIG: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 1664000 (value 35143681; 0.00% of shares outstanding; change 0.01)
Holder of FIG: Fidelity Contrafund
Shares held as of 2026-04-30: 6588955 (value 125717260; 0.01% of shares outstanding; change 0.17)
Holder of FIG: Fidelity Select Portfolios-Select Software and IT Services Portfolio
Shares held as of 2026-04-30: 3527600 (value 67306607; 0.01% of shares outstanding; change -0.02)
Holder of FIG: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-04-30: 2280241 (value 43506998; 0.01% of shares outstanding; change -0.01)
Holder of FIG: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-05-31: 1816532 (value 35404208; 0.00% of shares outstanding; change 0.04)
Holder of FIG: Fidelity Contrafund
Shares held as of 2026-05-31: 6255955 (value 132125774; 0.01% of shares outstanding; change -0.05)
Holder of FIG: Fidelity Select Portfolios-Select Software and IT Services Portfolio
Shares held as of 2026-05-31: 3471500 (value 73318082; 0.01% of shares outstanding; change -0.02)
Holder of FIG: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-05-31: 2163941 (value 45702435; 0.00% of shares outstanding; change -0.05)
Holder of FIGR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 789761 (value 27918050; 0.00% of shares outstanding; change -0.04)
Holder of FIGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1092641 (value 38624857; 0.01% of shares outstanding; change 0.00)
Holder of FIGR: LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth 
Shares held as of 2026-01-31: 404670 (value 14305083; 0.00% of shares outstanding; change 0.66)
Holder of FIGR: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 400545 (value 14159265; 0.00% of shares outstanding; change 0.45)
Holder of FIGR: AB DISCOVERY GROWTH FUND, INC.
Shares held as of 2026-03-31: 449586 (value 12556937; 0.00% of shares outstanding; change -0.02)
Holder of FIGR: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 606363 (value 16729555; 0.00% of shares outstanding; change -0.16)
Holder of FIGR: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-03-31: 898800 (value 31772578; 0.00% of shares outstanding; change 1.00)
Holder of FIGR: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1628900 (value 57581612; 0.01% of shares outstanding; change 0.00)
Holder of FIGR: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2026-03-31: 1015656 (value 28021949; 0.01% of shares outstanding; change 1.00)
Holder of FIGR: SmallCap World Fund Inc
Shares held as of 2026-03-31: 670806 (value 18507537; 0.00% of shares outstanding; change -0.37)
Holder of FIGR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 802287 (value 22135098; 0.00% of shares outstanding; change 0.02)
Holder of FIGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1095690 (value 30230087; 0.01% of shares outstanding; change 0.00)
Holder of FIGR: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-04-30: 540899 (value 15734751; 0.00% of shares outstanding; change 0.39)
Holder of FIGR: AB DISCOVERY GROWTH FUND, INC.
Shares held as of 2026-04-30: 589219 (value 17140380; 0.00% of shares outstanding; change 0.31)
Holder of FIGR: ALGER FUNDS II-Alger Spectra Fund
Shares held as of 2026-04-30: 693439 (value 19131982; 0.00% of shares outstanding; change 1.53)
Holder of FIGR: ALGER INSTITUTIONAL FUNDS-Alger Focus Equity Fund
Shares held as of 2026-04-30: 967621 (value 26696663; 0.01% of shares outstanding; change 2.61)
Holder of FIGR: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 594692 (value 16407552; 0.00% of shares outstanding; change 1.00)
Holder of FIGR: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-04-30: 1124400 (value 32708796; 0.01% of shares outstanding; change 0.25)
Holder of FIGR: Fidelity Contrafund
Shares held as of 2026-04-30: 962824 (value 28008550; 0.01% of shares outstanding; change 6.47)
Holder of FIGR: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 1615682 (value 47000189; 0.01% of shares outstanding; change -0.01)
Holder of FIGR: VanEck ETF Trust-VanEck Digital Transformation ETF
Shares held as of 2026-04-30: 513360 (value 14625626; 0.00% of shares outstanding; change 0.28)
Holder of FIGR: Fidelity Contrafund
Shares held as of 2026-05-31: 1330424 (value 36706398; 0.01% of shares outstanding; change 0.38)
Holder of FIGR: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 1615682 (value 44576666; 0.01% of shares outstanding; change 0.00)
Holder of FIGR: VanEck ETF Trust-VanEck Digital Transformation ETF
Shares held as of 2026-05-31: 468055 (value 13072776; 0.00% of shares outstanding; change -0.09)
Holder of FIGS: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 2514482 (value 29846901; 0.02% of shares outstanding; change -0.25)
Holder of FIGS: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3725343 (value 44219820; 0.02% of shares outstanding; change -0.30)
Holder of FIGS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1687336 (value 19843071; 0.01% of shares outstanding; change 0.02)
Holder of FIGS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1952568 (value 22962200; 0.01% of shares outstanding; change -0.04)
Holder of FIGS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2659103 (value 31271051; 0.02% of shares outstanding; change -0.03)
Holder of FIGS: BARON INVESTMENT Fd.S TRT -Baron Growth Fd.
Shares held as of 2026-03-31: 12368569 (value 117625094; 0.08% of shares outstanding; change 0.00)
Holder of FIGS: BARON SELECT FUNDS-Baron Focused Growth Fund
Shares held as of 2026-03-31: 9000000 (value 85590002; 0.06% of shares outstanding; change 0.05)
Holder of FIGS: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 1371000 (value 16273769; 0.01% of shares outstanding; change 1.00)
Holder of FIGS: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Baron Growth Opportunities Fd.
Shares held as of 2026-03-31: 2321134 (value 22073984; 0.01% of shares outstanding; change 0.01)
Holder of FIGS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1743867 (value 16584175; 0.01% of shares outstanding; change 0.03)
Holder of FIGS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1122009 (value 10670305; 0.01% of shares outstanding; change 0.02)
Holder of FIGS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2006403 (value 19080892; 0.01% of shares outstanding; change 0.03)
Holder of FIGS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2713203 (value 25802561; 0.02% of shares outstanding; change 0.02)
Holder of FIGS: Voya Partners Inc-VY(R) Baron Growth Portfolio
Shares held as of 2026-03-31: 1226106 (value 11660268; 0.01% of shares outstanding; change 0.00)
Holder of FIGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2183427 (value 25677102; 0.01% of shares outstanding; change 0.02)
Holder of FIGS: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 1380100 (value 13124751; 0.01% of shares outstanding; change 0.01)
Holder of FIGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2098075 (value 21085654; 0.01% of shares outstanding; change -0.04)
Holder of FIGS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2134616 (value 20300198; 0.01% of shares outstanding; change 0.02)
Holder of FIGX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 209438 (value 2140456; 0.01% of shares outstanding; change 0.00)
Holder of FIGX: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 5742 (value 58740; 0.00% of shares outstanding; change 0.02)
Holder of FIGX: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 107002 (value 1094630; 0.01% of shares outstanding; change 0.02)
Holder of FIGX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1022999; 0.01% of shares outstanding; change 0.00)
Holder of FIGX: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 27792 (value 284034; 0.00% of shares outstanding; change 0.00)
Holder of FIGX: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 5576 (value 57042; 0.00% of shares outstanding; change 0.02)
Holder of FIGX: High Income Securities Fund
Shares held as of 2026-02-28: 100090 (value 1025922; 0.01% of shares outstanding; change 1.00)
Holder of FIGX: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 2592 (value 26568; 0.00% of shares outstanding; change 0.00)
Holder of FIGX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4897 (value 50096; 0.00% of shares outstanding; change 0.00)
Holder of FIGX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 209438 (value 2146739; 0.01% of shares outstanding; change 0.00)
Holder of FIGX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 39098 (value 400754; 0.00% of shares outstanding; change 0.00)
Holder of FIGX: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 5742 (value 58855; 0.00% of shares outstanding; change 0.00)
Holder of FIGX: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 107002 (value 1096770; 0.01% of shares outstanding; change 0.00)
Holder of FIGX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1025000; 0.01% of shares outstanding; change 0.00)
Holder of FIGX: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 27792 (value 284868; 0.00% of shares outstanding; change 0.00)
Holder of FIGX: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 5576 (value 57154; 0.00% of shares outstanding; change 0.00)
Holder of FIGX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4897 (value 50047; 0.00% of shares outstanding; change 0.00)
Holder of FIGX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4897 (value 50194; 0.00% of shares outstanding; change 0.00)
Holder of FINS: SIT MUTUAL FUNDS INC-Sit Balanced Fund
Shares held as of 2026-03-31: 28182 (value 352556; 0.00% of shares outstanding; change 0.03)
Holder of FINS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 128579 (value 1634239; 0.00% of shares outstanding; change 0.00)
Holder of FINS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 131132 (value 1682423; 0.00% of shares outstanding; change 0.02)
Holder of FINS: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 129148 (value 1615641; 0.00% of shares outstanding; change -0.02)
Holder of FINV: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2025-12-31: 667922 (value 3506590; 0.01% of shares outstanding; change 0.00)
Holder of FINV: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 983717 (value 4652981; 0.01% of shares outstanding; change 0.00)
Holder of FINV: Dimensional Emerging Markets Value Fund
Shares held as of 2026-01-31: 391913 (value 1853748; 0.00% of shares outstanding; change -0.17)
Holder of FINV: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 760745 (value 3598323; 0.01% of shares outstanding; change 0.00)
Holder of FINV: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 832799 (value 3939139; 0.01% of shares outstanding; change 0.00)
Holder of FINV: CAUSEWAY CAPITAL Mgmt TRT-Causeway Intl Small Cap Fd.
Shares held as of 2026-03-31: 435150 (value 2066962; 0.00% of shares outstanding; change -0.11)
Holder of FINV: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 588017 (value 2793080; 0.00% of shares outstanding; change -0.12)
Holder of FINV: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 1571075 (value 8248143; 0.01% of shares outstanding; change 0.00)
Holder of FINV: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 1053322 (value 5298209; 0.01% of shares outstanding; change 0.02)
Holder of FINV: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 971700 (value 4615575; 0.01% of shares outstanding; change -0.01)
Holder of FINV: Dimensional Emerging Markets Value Fund
Shares held as of 2026-04-30: 384083 (value 1824394; 0.00% of shares outstanding; change -0.02)
Holder of FINV: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-04-30: 4970039 (value 24999297; 0.04% of shares outstanding; change 0.03)
Holder of FINV: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 576585 (value 2900222; 0.00% of shares outstanding; change 0.00)
Holder of FINV: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 1405692 (value 6677037; 0.01% of shares outstanding; change 0.85)
Holder of FINV: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 406774 (value 1932176; 0.00% of shares outstanding; change 0.96)
Holder of FINV: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1441335 (value 6846341; 0.01% of shares outstanding; change 0.73)
Holder of FINV: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 1571075 (value 7761110; 0.01% of shares outstanding; change 0.00)
Holder of FINV: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 1072102 (value 5296183; 0.01% of shares outstanding; change 0.02)
Holder of FINV: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-05-31: 4988285 (value 23744237; 0.04% of shares outstanding; change 0.00)
Holder of FINV: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 568521 (value 2581085; 0.00% of shares outstanding; change -0.01)
Holder of FINV: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 1454947 (value 6910998; 0.01% of shares outstanding; change -0.07)
Holder of FINV: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 1078833 (value 5124456; 0.01% of shares outstanding; change 0.01)
Holder of FINV: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-06-30: 5868620 (value 27875945; 0.05% of shares outstanding; change 0.18)
Holder of FINW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 97682 (value 1404667; 0.01% of shares outstanding; change 0.00)
Holder of FINW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 275793 (value 3965903; 0.02% of shares outstanding; change 0.04)
Holder of FINW: FINANCIAL INVESTORS TRUST-Emerald Finance and Banking Innovation Fund
Shares held as of 2026-01-31: 54364 (value 764357; 0.00% of shares outstanding; change 0.00)
Holder of FINW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 88472 (value 1243916; 0.01% of shares outstanding; change 0.00)
Holder of FINW: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 45924 (value 632373; 0.00% of shares outstanding; change 0.04)
Holder of FINW: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 30700 (value 422739; 0.00% of shares outstanding; change 0.00)
Holder of FINW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36162 (value 530134; 0.00% of shares outstanding; change -0.21)
Holder of FINW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 97682 (value 1345081; 0.01% of shares outstanding; change 0.00)
Holder of FINW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 281401 (value 3874891; 0.02% of shares outstanding; change 0.02)
Holder of FINW: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 338459 (value 4660580; 0.02% of shares outstanding; change 0.00)
Holder of FINW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 199163 (value 2863963; 0.01% of shares outstanding; change 0.11)
Holder of FINW: FINANCIAL INVESTORS TRUST-Emerald Finance and Banking Innovation Fund
Shares held as of 2026-04-30: 54364 (value 748592; 0.00% of shares outstanding; change 0.00)
Holder of FINW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36660 (value 542568; 0.00% of shares outstanding; change 0.01)
Holder of FINW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 86191 (value 1186850; 0.01% of shares outstanding; change -0.03)
Holder of FINW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 191445 (value 2833386; 0.01% of shares outstanding; change -0.04)
Holder of FINW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 44511 (value 658762; 0.00% of shares outstanding; change 0.00)
Holder of FINW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 36660 (value 504808; 0.00% of shares outstanding; change 0.00)
Holder of FINW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 193247 (value 2661011; 0.01% of shares outstanding; change 0.01)
Holder of FINW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 44055 (value 606637; 0.00% of shares outstanding; change -0.01)
Holder of FIP: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2025-12-31: 980786 (value 4374305; 0.01% of shares outstanding; change -0.11)
Holder of FIP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1264573 (value 5639995; 0.01% of shares outstanding; change -0.02)
Holder of FIP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3239040 (value 14446118; 0.03% of shares outstanding; change 0.00)
Holder of FIP: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 2011239 (value 9593609; 0.02% of shares outstanding; change 0.08)
Holder of FIP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1069487 (value 5101452; 0.01% of shares outstanding; change 0.01)
Holder of FIP: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-03-31: 1104161 (value 5322056; 0.01% of shares outstanding; change -0.01)
Holder of FIP: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2026-03-31: 911166 (value 3854232; 0.01% of shares outstanding; change -0.07)
Holder of FIP: NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Growth Stock Portfolio
Shares held as of 2026-03-31: 1047076 (value 4429131; 0.01% of shares outstanding; change 0.39)
Holder of FIP: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 1490597 (value 6305225; 0.01% of shares outstanding; change 0.02)
Holder of FIP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1302355 (value 5508961; 0.01% of shares outstanding; change 0.03)
Holder of FIP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3274334 (value 13850432; 0.03% of shares outstanding; change 0.01)
Holder of FIP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2667148 (value 11895480; 0.02% of shares outstanding; change 0.02)
Holder of FIP: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-04-30: 1080383 (value 4872527; 0.01% of shares outstanding; change -0.02)
Holder of FIP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1080841 (value 4571957; 0.01% of shares outstanding; change 0.01)
Holder of FIP: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 2099945 (value 8882767; 0.02% of shares outstanding; change 0.04)
Holder of FIP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2562728 (value 11557903; 0.02% of shares outstanding; change -0.04)
Holder of FIP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 894664 (value 4034934; 0.01% of shares outstanding; change -0.02)
Holder of FIP: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-05-31: 900445 (value 3808882; 0.01% of shares outstanding; change -0.17)
Holder of FIP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2587108 (value 10943466; 0.02% of shares outstanding; change 0.01)
Holder of FIP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 885440 (value 3745411; 0.01% of shares outstanding; change -0.01)
Holder of FIS: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 33304400 (value 1431756211; 0.06% of shares outstanding; change 0.16)
Holder of FIS: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2025-12-31: 6325884 (value 271949763; 0.01% of shares outstanding; change 0.08)
Holder of FIS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13061559 (value 561516443; 0.03% of shares outstanding; change 0.01)
Holder of FIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 16296395 (value 700582048; 0.03% of shares outstanding; change -0.01)
Holder of FIS: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 5583438 (value 210607288; 0.01% of shares outstanding; change -0.04)
Holder of FIS: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 12292603 (value 463677000; 0.02% of shares outstanding; change 0.00)
Holder of FIS: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 33304400 (value 1382465588; 0.06% of shares outstanding; change 0.00)
Holder of FIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6613356 (value 284308185; 0.01% of shares outstanding; change 0.00)
Holder of FIS: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 4323158 (value 181183551; 0.01% of shares outstanding; change 0.25)
Holder of FIS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13159563 (value 546253438; 0.03% of shares outstanding; change 0.01)
Holder of FIS: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11109186 (value 461142292; 0.02% of shares outstanding; change -0.01)
Holder of FIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16344122 (value 678444476; 0.03% of shares outstanding; change 0.00)
Holder of FIS: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4758797 (value 197537655; 0.01% of shares outstanding; change 0.00)
Holder of FIS: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 12292603 (value 516043468; 0.02% of shares outstanding; change 0.00)
Holder of FIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6636208 (value 250317773; 0.01% of shares outstanding; change 0.00)
Holder of FIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6206469 (value 243293589; 0.01% of shares outstanding; change 0.03)
Holder of FIS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6698170 (value 273285330; 0.01% of shares outstanding; change 0.01)
Holder of FIS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6626964 (value 275085264; 0.01% of shares outstanding; change 0.00)
Holder of FIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6266970 (value 263087397; 0.01% of shares outstanding; change 0.01)
Holder of FIS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6822594 (value 283205865; 0.01% of shares outstanding; change 0.02)
Holder of FIS: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 12292603 (value 510265929; 0.02% of shares outstanding; change 0.00)
Holder of FIS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 4670836 (value 193886394; 0.01% of shares outstanding; change 0.40)
Holder of FIS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6247445 (value 259331431; 0.01% of shares outstanding; change 0.00)
Holder of FISI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 221145 (value 8012083; 0.01% of shares outstanding; change -0.03)
Holder of FISI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 595014 (value 21557356; 0.03% of shares outstanding; change 0.02)
Holder of FISI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 181866 (value 6890902; 0.01% of shares outstanding; change 0.00)
Holder of FISI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 127381 (value 4826466; 0.01% of shares outstanding; change 0.00)
Holder of FISI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 195387 (value 7403213; 0.01% of shares outstanding; change 0.02)
Holder of FISI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 219362 (value 8910484; 0.01% of shares outstanding; change -0.01)
Holder of FISI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 595014 (value 24169468; 0.03% of shares outstanding; change 0.00)
Holder of FISI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 480054 (value 17392356; 0.02% of shares outstanding; change 0.02)
Holder of FISI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 167999 (value 6086603; 0.01% of shares outstanding; change -0.02)
Holder of FISI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 121516 (value 4509458; 0.01% of shares outstanding; change 4.63)
Holder of FISI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 197235 (value 8011685; 0.01% of shares outstanding; change 0.08)
Holder of FISI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 127381 (value 5174216; 0.01% of shares outstanding; change 0.00)
Holder of FISI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 195165 (value 7927602; 0.01% of shares outstanding; change 0.00)
Holder of FISI: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-04-30: 201588 (value 7480930; 0.01% of shares outstanding; change 0.00)
Holder of FISI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 199783 (value 7571776; 0.01% of shares outstanding; change 0.05)
Holder of FISI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 461213 (value 18480804; 0.02% of shares outstanding; change -0.04)
Holder of FISI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 166079 (value 6654785; 0.01% of shares outstanding; change -0.01)
Holder of FISI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 183923 (value 7369794; 0.01% of shares outstanding; change 0.51)
Holder of FISI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 104589 (value 4248405; 0.01% of shares outstanding; change -0.07)
Holder of FISI: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-05-31: 202907 (value 8130483; 0.01% of shares outstanding; change 0.01)
Holder of FISI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 186404 (value 7241795; 0.01% of shares outstanding; change -0.07)
Holder of FISI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 465612 (value 18913158; 0.02% of shares outstanding; change 0.01)
Holder of FISI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 171414 (value 6962836; 0.01% of shares outstanding; change 0.03)
Holder of FISI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 245009 (value 9952265; 0.01% of shares outstanding; change 0.33)
Holder of FISI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 166551 (value 6765301; 0.01% of shares outstanding; change -0.11)
Holder of FISV: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 31869400 (value 1802533307; 0.06% of shares outstanding; change 0.20)
Holder of FISV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9586519 (value 542213527; 0.02% of shares outstanding; change -0.29)