speb/financial-data huggingface dataset:
Holder of HRB.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4300984 (value 149201129; 0.03% of shares outstanding; change 0.01)
Holder of HRB.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2500650 (value 86747545; 0.02% of shares outstanding; change -0.01)
Holder of HRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 426528 (value 56728224; 0.01% of shares outstanding; change -0.03)
Holder of HRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 755104 (value 100428832; 0.02% of shares outstanding; change -0.04)
Holder of HRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1049881 (value 139634173; 0.03% of shares outstanding; change 0.00)
Holder of HRI: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 434841 (value 67452533; 0.01% of shares outstanding; change 0.21)
Holder of HRI: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 587544 (value 91139822; 0.02% of shares outstanding; change 0.07)
Holder of HRI: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 412070 (value 63920296; 0.01% of shares outstanding; change -0.02)
Holder of HRI: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 492000 (value 79994278; 0.01% of shares outstanding; change -0.08)
Holder of HRI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 850288 (value 116217357; 0.03% of shares outstanding; change 149.04)
Holder of HRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 430135 (value 69935648; 0.01% of shares outstanding; change 0.01)
Holder of HRI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 769410 (value 125098369; 0.02% of shares outstanding; change 0.02)
Holder of HRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1060053 (value 172354013; 0.03% of shares outstanding; change 0.01)
Holder of HRI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 799648 (value 106353184; 0.02% of shares outstanding; change 0.00)
Holder of HRI: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 412070 (value 66998459; 0.01% of shares outstanding; change 0.00)
Holder of HRI: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 434841 (value 70700796; 0.01% of shares outstanding; change 0.00)
Holder of HRI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 860677 (value 133508212; 0.03% of shares outstanding; change 0.01)
Holder of HRI: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 601337 (value 97771380; 0.02% of shares outstanding; change 0.02)
Holder of HRI: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1171195 (value 160078924; 0.04% of shares outstanding; change 0.38)
Holder of HRI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 768322 (value 119182104; 0.02% of shares outstanding; change -0.04)
Holder of HRI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 860812 (value 139959419; 0.03% of shares outstanding; change 0.00)
Holder of HRI: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1205646 (value 196025978; 0.04% of shares outstanding; change 0.03)
Holder of HRI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 779633 (value 126760526; 0.02% of shares outstanding; change 0.01)
Holder of HRL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7343811 (value 170596726; 0.01% of shares outstanding; change 0.02)
Holder of HRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6862495 (value 159415755; 0.01% of shares outstanding; change 0.91)
Holder of HRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4425983 (value 102815583; 0.01% of shares outstanding; change 0.93)
Holder of HRL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9542005 (value 221660771; 0.02% of shares outstanding; change 0.00)
Holder of HRL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3723366 (value 86493790; 0.01% of shares outstanding; change 0.00)
Holder of HRL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7402619 (value 187360282; 0.01% of shares outstanding; change 0.01)
Holder of HRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6979004 (value 176638587; 0.01% of shares outstanding; change 0.02)
Holder of HRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4443969 (value 112476853; 0.01% of shares outstanding; change 0.00)
Holder of HRL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9622897 (value 243555517; 0.02% of shares outstanding; change 0.01)
Holder of HRL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3736247 (value 90080917; 0.01% of shares outstanding; change 0.00)
Holder of HRL: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 7325940 (value 181317015; 0.01% of shares outstanding; change -0.03)
Holder of HRL: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 7709367 (value 182095255; 0.01% of shares outstanding; change 0.14)
Holder of HRL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3518848 (value 87091488; 0.01% of shares outstanding; change 0.03)
Holder of HRL: SPDR SERIES TRT-State Street SPDR PORT. S&P 500 High Dividend ETF
Shares held as of 2026-04-30: 3618231 (value 89551217; 0.01% of shares outstanding; change 0.02)
Holder of HRL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3770722 (value 90912109; 0.01% of shares outstanding; change 0.00)
Holder of HRL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3731048 (value 94432822; 0.01% of shares outstanding; change 0.00)
Holder of HRL: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 7292735 (value 185162537; 0.01% of shares outstanding; change 0.00)
Holder of HRL: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 7631851 (value 184003932; 0.01% of shares outstanding; change -0.01)
Holder of HRL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3552819 (value 87861212; 0.01% of shares outstanding; change 0.01)
Holder of HRL: SPDR SERIES TRT-State Street SPDR PORT. S&P 500 High Dividend ETF
Shares held as of 2026-05-31: 3523383 (value 87133259; 0.01% of shares outstanding; change -0.03)
Holder of HRL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3840762 (value 97209684; 0.01% of shares outstanding; change 0.02)
Holder of HRL: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 7493671 (value 189664809; 0.01% of shares outstanding; change 0.03)
Holder of HRL: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 7567881 (value 191543064; 0.01% of shares outstanding; change -0.01)
Holder of HRL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3524964 (value 89216836; 0.01% of shares outstanding; change -0.01)
Holder of HRL: SPDR SERIES TRT-State Street SPDR PORT. S&P 500 High Dividend ETF
Shares held as of 2026-06-30: 3604964 (value 91241636; 0.01% of shares outstanding; change 0.02)
Holder of HRMY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 426717 (value 13479990; 0.01% of shares outstanding; change -0.01)
Holder of HRMY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 588999 (value 18606478; 0.01% of shares outstanding; change -0.09)
Holder of HRMY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1047140 (value 33079152; 0.02% of shares outstanding; change -0.09)
Holder of HRMY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1399732 (value 44217534; 0.02% of shares outstanding; change -0.10)
Holder of HRMY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 428363 (value 14255920; 0.01% of shares outstanding; change 0.01)
Holder of HRMY: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1007798 (value 32451096; 0.02% of shares outstanding; change 0.00)
Holder of HRMY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 446791 (value 15780657; 0.01% of shares outstanding; change 0.05)
Holder of HRMY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 633792 (value 22385533; 0.01% of shares outstanding; change 0.08)
Holder of HRMY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1133959 (value 40051431; 0.02% of shares outstanding; change 0.08)
Holder of HRMY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1569802 (value 55445406; 0.03% of shares outstanding; change 0.12)
Holder of HRMY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1069026 (value 33770531; 0.02% of shares outstanding; change 0.01)
Holder of HRMY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1921961 (value 65538867; 0.03% of shares outstanding; change 0.09)
Holder of HRMY: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1007798 (value 33539516; 0.02% of shares outstanding; change 0.00)
Holder of HRMY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 432608 (value 15279714; 0.01% of shares outstanding; change 0.01)
Holder of HRMY: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 364550 (value 12132223; 0.01% of shares outstanding; change 0.00)
Holder of HRMY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2424472 (value 80686425; 0.04% of shares outstanding; change 0.02)
Holder of HRMY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1027258 (value 34187144; 0.02% of shares outstanding; change -0.04)
Holder of HRMY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2034390 (value 67704496; 0.04% of shares outstanding; change 0.06)
Holder of HRMY: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1007798 (value 35595425; 0.02% of shares outstanding; change 0.00)
Holder of HRMY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2408493 (value 85067972; 0.04% of shares outstanding; change -0.01)
Holder of HRMY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1044936 (value 36907139; 0.02% of shares outstanding; change 0.02)
Holder of HRMY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2152512 (value 76026723; 0.04% of shares outstanding; change 0.06)
Holder of HRMY: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 457483 (value 16158299; 0.01% of shares outstanding; change 0.29)
Holder of HROW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 354067 (value 12466698; 0.01% of shares outstanding; change 0.00)
Holder of HROW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 987545 (value 34771458; 0.03% of shares outstanding; change 0.03)
Holder of HROW: FundVantage Trust-Private Capital Management Value Fund
Shares held as of 2026-01-31: 128754 (value 5460457; 0.00% of shares outstanding; change 0.00)
Holder of HROW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 308737 (value 13093536; 0.01% of shares outstanding; change 0.01)
Holder of HROW: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 161070 (value 6193141; 0.00% of shares outstanding; change 0.01)
Holder of HROW: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 156349 (value 6011619; 0.00% of shares outstanding; change 0.01)
Holder of HROW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 176086 (value 5844294; 0.00% of shares outstanding; change 0.02)
Holder of HROW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 368005 (value 14149792; 0.01% of shares outstanding; change 0.04)
Holder of HROW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1001445 (value 38505561; 0.03% of shares outstanding; change 0.01)
Holder of HROW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 770439 (value 27127156; 0.02% of shares outstanding; change 0.00)
Holder of HROW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 135420 (value 5206899; 0.00% of shares outstanding; change 0.32)
Holder of HROW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 175445 (value 7440622; 0.00% of shares outstanding; change 0.00)
Holder of HROW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 311950 (value 11994477; 0.01% of shares outstanding; change 0.01)
Holder of HROW: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-04-30: 172440 (value 6490641; 0.00% of shares outstanding; change 0.08)
Holder of HROW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 740248 (value 31393917; 0.02% of shares outstanding; change -0.04)
Holder of HROW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 260447 (value 11045557; 0.01% of shares outstanding; change 0.01)
Holder of HROW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 170863 (value 6569682; 0.00% of shares outstanding; change -0.03)
Holder of HROW: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-05-31: 173068 (value 7351928; 0.00% of shares outstanding; change 0.00)
Holder of HROW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 753434 (value 28969537; 0.02% of shares outstanding; change 0.02)
Holder of HROW: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 257759 (value 9910833; 0.01% of shares outstanding; change -0.01)
Holder of HROW: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 182110 (value 7002129; 0.00% of shares outstanding; change 0.05)
Holder of HRS.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 2209538 (value 584201833; 0.01% of shares outstanding; change -0.07)
Holder of HRS.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2385272 (value 637583176; 0.01% of shares outstanding; change 0.00)
Holder of HRS.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4746754 (value 1255041728; 0.03% of shares outstanding; change 0.01)
Holder of HRS.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4033645 (value 1066495713; 0.02% of shares outstanding; change -0.01)
Holder of HRS.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5931124 (value 1568189149; 0.03% of shares outstanding; change 0.01)
Holder of HRS.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1727324 (value 456704455; 0.01% of shares outstanding; change 0.00)
Holder of HRS.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 3794710 (value 1014325936; 0.02% of shares outstanding; change -0.05)
Holder of HRS.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2238261 (value 598287137; 0.01% of shares outstanding; change 0.03)
Holder of HRS.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2415869 (value 645761754; 0.01% of shares outstanding; change 0.01)
Holder of HRS.DE: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 1840183 (value 491880893; 0.01% of shares outstanding; change 0.01)
Holder of HRS.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2390177 (value 631962784; 0.01% of shares outstanding; change 0.00)
Holder of HRS.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2460777 (value 650629423; 0.01% of shares outstanding; change 0.02)
Holder of HRS.DE: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 1779667 (value 470543943; 0.01% of shares outstanding; change -0.03)
Holder of HRS.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2251636 (value 595332544; 0.01% of shares outstanding; change 0.00)
Holder of HRS.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 2378327 (value 628829644; 0.01% of shares outstanding; change -0.07)
Holder of HRTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 241107 (value 5227199; 0.01% of shares outstanding; change -0.01)
Holder of HRTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 730399 (value 15835050; 0.02% of shares outstanding; change 0.01)
Holder of HRTG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 195019 (value 4639502; 0.01% of shares outstanding; change 0.00)
Holder of HRTG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 195812 (value 4658367; 0.01% of shares outstanding; change 0.01)
Holder of HRTG: Vanguard Explorer Fund
Shares held as of 2026-01-31: 268411 (value 6385497; 0.01% of shares outstanding; change 0.70)
Holder of HRTG: World Funds Trust-Applied Finance Explorer Fund
Shares held as of 2026-01-31: 225266 (value 4883766; 0.01% of shares outstanding; change -0.12)
Holder of HRTG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 241089 (value 5735507; 0.01% of shares outstanding; change 0.01)
Holder of HRTG: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 190146 (value 5335496; 0.01% of shares outstanding; change 0.39)
Holder of HRTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 247297 (value 6879802; 0.01% of shares outstanding; change 0.03)
Holder of HRTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 730399 (value 20319699; 0.02% of shares outstanding; change 0.00)
Holder of HRTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 607830 (value 13177754; 0.02% of shares outstanding; change 0.00)
Holder of HRTG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 841148 (value 18639839; 0.03% of shares outstanding; change 0.04)
Holder of HRTG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 222699 (value 6195486; 0.01% of shares outstanding; change 0.14)
Holder of HRTG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 210825 (value 5865151; 0.01% of shares outstanding; change 0.08)
Holder of HRTG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 243747 (value 6781041; 0.01% of shares outstanding; change 0.01)
Holder of HRTG: Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET
Shares held as of 2026-04-30: 188086 (value 4077704; 0.01% of shares outstanding; change 1.00)
Holder of HRTG: Vanguard Explorer Fund
Shares held as of 2026-04-30: 268411 (value 7467193; 0.01% of shares outstanding; change 0.00)
Holder of HRTG: World Funds Trust-Applied Finance Explorer Fund
Shares held as of 2026-04-30: 225266 (value 6266900; 0.01% of shares outstanding; change 0.00)
Holder of HRTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 583995 (value 13893241; 0.02% of shares outstanding; change -0.04)
Holder of HRTG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 874941 (value 20814847; 0.03% of shares outstanding; change 0.04)
Holder of HRTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 598060 (value 16638029; 0.02% of shares outstanding; change 0.02)
Holder of HRTG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 903773 (value 25142964; 0.03% of shares outstanding; change 0.03)
Holder of HRTG: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 197287 (value 5488524; 0.01% of shares outstanding; change 0.09)
Holder of HRTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2028470 (value 1764971; 0.01% of shares outstanding; change 0.32)
Holder of HRTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5061247 (value 4403791; 0.03% of shares outstanding; change 0.10)
Holder of HRTX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1483174 (value 635688; 0.01% of shares outstanding; change 0.00)
Holder of HRTX: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 884074 (value 402960; 0.00% of shares outstanding; change 0.20)
Holder of HRTX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 759201 (value 346043; 0.00% of shares outstanding; change 0.01)
Holder of HRTX: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 418992 (value 190976; 0.00% of shares outstanding; change -0.01)
Holder of HRTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 855260 (value 365538; 0.00% of shares outstanding; change 0.00)
Holder of HRTX: STATE STREET Inst. Fd.S-State Street Inst. Small-Cap Eqy. Fd.
Shares held as of 2026-03-31: 581371 (value 264988; 0.00% of shares outstanding; change -0.04)
Holder of HRTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2028470 (value 924576; 0.01% of shares outstanding; change 0.00)
Holder of HRTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5474947 (value 2495480; 0.03% of shares outstanding; change 0.08)
Holder of HRTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3869356 (value 3366726; 0.02% of shares outstanding; change 0.02)
Holder of HRTX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1151042 (value 1001521; 0.01% of shares outstanding; change 0.00)
Holder of HRTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 666160 (value 285516; 0.00% of shares outstanding; change -0.22)
Holder of HRTX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1507070 (value 686922; 0.01% of shares outstanding; change 0.02)
Holder of HRTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3717947 (value 1593512; 0.02% of shares outstanding; change -0.04)
Holder of HRTX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1137902 (value 487704; 0.01% of shares outstanding; change -0.01)
Holder of HRTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 666160 (value 303635; 0.00% of shares outstanding; change 0.00)
Holder of HRTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3753298 (value 1710753; 0.02% of shares outstanding; change 0.01)
Holder of HRTX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1147538 (value 523047; 0.01% of shares outstanding; change 0.01)
Holder of HRZN: -Eagle Point Enhanced Income Trust
Shares held as of 2025-12-31: 460 (value 2019; 0.00% of shares outstanding; change 1.00)
Holder of HRZN: INVESTMENT MANAGERS SERIES TRUST II-AXS Green Alpha ETF
Shares held as of 2025-12-31: 170903 (value 750264; 0.00% of shares outstanding; change 0.02)
Holder of HRZN: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 171077 (value 711680; 0.00% of shares outstanding; change -0.18)
Holder of HRZN: -EP Private Capital Fund I
Shares held as of 2026-03-31: 7184 (value 30963; 0.00% of shares outstanding; change 1.00)
Holder of HRZN: -Eagle Point Enhanced Income Trust
Shares held as of 2026-03-31: 1770 (value 7628; 0.00% of shares outstanding; change 2.85)
Holder of HRZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7992 (value 36763; 0.00% of shares outstanding; change 0.00)
Holder of HRZN: INVESTMENT MANAGERS SERIES TRUST II-AXS Green Alpha ETF
Shares held as of 2026-03-31: 170903 (value 736591; 0.00% of shares outstanding; change 0.00)
Holder of HRZN: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 172198 (value 742173; 0.00% of shares outstanding; change 0.01)
Holder of HRZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7992 (value 33246; 0.00% of shares outstanding; change 0.00)
Holder of HRZN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7992 (value 34445; 0.00% of shares outstanding; change 0.00)
Holder of HSAI: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Emerging Markets Eqy. F
Shares held as of 2026-01-31: 935389 (value 15284256; 0.01% of shares outstanding; change 1.00)
Holder of HSAI: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 1351218 (value 22078902; 0.01% of shares outstanding; change 0.03)
Holder of HSAI: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 362493 (value 5923135; 0.00% of shares outstanding; change 0.02)
Holder of HSAI: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1440380 (value 23535809; 0.01% of shares outstanding; change 0.01)
Holder of HSAI: Artisan Partners Funds Inc.-Artisan Small Cap Fund
Shares held as of 2026-03-31: 459761 (value 6712510; 0.00% of shares outstanding; change 1.12)
Holder of HSAI: Fidelity Central Investment PORT.s LLC-Fidelity Emerging Markets Eqy. 
Shares held as of 2026-03-31: 187621 (value 2739266; 0.00% of shares outstanding; change -0.41)
Holder of HSAI: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-03-31: 1465198 (value 27692241; 0.01% of shares outstanding; change -0.38)
Holder of HSAI: Fidelity Investment Trust-Fidelity China Region Fund
Shares held as of 2026-03-31: 392100 (value 7410689; 0.00% of shares outstanding; change 0.00)
Holder of HSAI: Fidelity Investment Trust-Fidelity Emerging Asia Fund
Shares held as of 2026-03-31: 386700 (value 7308629; 0.00% of shares outstanding; change 0.00)
Holder of HSAI: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-03-31: 249275 (value 4711297; 0.00% of shares outstanding; change 0.00)
Holder of HSAI: PACIFIC SELECT FUND-Large-Cap Growth Portfolio
Shares held as of 2026-03-31: 270233 (value 3945401; 0.00% of shares outstanding; change 0.03)
Holder of HSAI: -Sapient Quality Select ETF
Shares held as of 2026-04-30: 650731 (value 9500672; 0.01% of shares outstanding; change 1.00)
Holder of HSAI: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-04-30: 1465198 (value 23941335; 0.01% of shares outstanding; change 0.00)
Holder of HSAI: Fidelity Investment Trust-Fidelity China Region Fund
Shares held as of 2026-04-30: 392100 (value 6406914; 0.00% of shares outstanding; change 0.00)
Holder of HSAI: Fidelity Investment Trust-Fidelity Emerging Asia Fund
Shares held as of 2026-04-30: 386700 (value 6318678; 0.00% of shares outstanding; change 0.00)
Holder of HSAI: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 962974 (value 17477977; 0.01% of shares outstanding; change 0.01)
Holder of HSAI: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Emerging Markets Eqy. F
Shares held as of 2026-04-30: 1140846 (value 16656352; 0.01% of shares outstanding; change 0.22)
Holder of HSAI: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-05-31: 1359298 (value 19845751; 0.01% of shares outstanding; change -0.07)
Holder of HSAI: Fidelity Investment Trust-Fidelity China Region Fund
Shares held as of 2026-05-31: 392100 (value 5724660; 0.00% of shares outstanding; change 0.00)
Holder of HSAI: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-05-31: 249275 (value 3639415; 0.00% of shares outstanding; change 0.00)
Holder of HSAI: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 981418 (value 14721270; 0.01% of shares outstanding; change 0.02)
Holder of HSAI: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 134022 (value 2165795; 0.00% of shares outstanding; change -0.01)
Holder of HSAI: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 979934 (value 14307036; 0.01% of shares outstanding; change 0.00)
Holder of HSAI: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 256282 (value 3741717; 0.00% of shares outstanding; change 0.91)
Holder of HSBA.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 162256510 (value 224335846764; 0.01% of shares outstanding; change 0.01)
Holder of HSBA.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 42847884 (value 61341029688; 0.00% of shares outstanding; change 0.00)
Holder of HSBA.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 38119617 (value 54572042766; 0.00% of shares outstanding; change 0.01)
Holder of HSBA.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 251163840 (value 359566147212; 0.01% of shares outstanding; change -0.01)
Holder of HSBA.L: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 36780443 (value 57112673686; 0.00% of shares outstanding; change 0.00)
Holder of HSBA.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 63187147 (value 87362547899; 0.00% of shares outstanding; change 0.01)
Holder of HSBA.L: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 30799933 (value 42583986613; 0.00% of shares outstanding; change -0.03)
Holder of HSBA.L: SIX CIRCLES TRUST-Six Circles International Unconstrained Equity Fund
Shares held as of 2026-03-31: 34350156 (value 53338923914; 0.00% of shares outstanding; change 0.43)
Holder of HSBA.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 166167236 (value 258024492174; 0.01% of shares outstanding; change 0.02)
Holder of HSBA.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 63940986 (value 91537913996; 0.00% of shares outstanding; change 0.01)
Holder of HSBA.L: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 32610010 (value 46684489519; 0.00% of shares outstanding; change 0.06)
Holder of HSBA.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 41782766 (value 64880281084; 0.00% of shares outstanding; change -0.02)
Holder of HSBA.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 39646658 (value 61563332478; 0.00% of shares outstanding; change 0.04)
Holder of HSBA.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 251313198 (value 390239146125; 0.01% of shares outstanding; change 0.00)
Holder of HSBA.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 59841312 (value 85668820798; 0.00% of shares outstanding; change 0.01)
Holder of HSBA.L: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 45100413 (value 64565750149; 0.00% of shares outstanding; change 0.01)
Holder of HSBA.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 64614900 (value 100334019875; 0.00% of shares outstanding; change 0.01)
Holder of HSBA.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 125406553 (value 194731301621; 0.01% of shares outstanding; change 0.03)
Holder of HSBA.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 61355736 (value 95273189856; 0.00% of shares outstanding; change 0.03)
Holder of HSBA.L: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 48192904 (value 74833943684; 0.00% of shares outstanding; change 0.07)
Holder of HSBC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2131133 (value 205675650; 0.00% of shares outstanding; change -0.01)
Holder of HSBC: DFA INVESTMENT DIMENSIONS GROUP INC-Large Cap International Portfolio
Shares held as of 2026-01-31: 387126 (value 37361531; 0.00% of shares outstanding; change -0.15)
Holder of HSBC: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 2129759 (value 205543045; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 682526 (value 65870585; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 2551198 (value 246216124; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 312914 (value 30199330; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2734300 (value 263887298; 0.00% of shares outstanding; change -0.05)
Holder of HSBC: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 1392059 (value 129002104; 0.00% of shares outstanding; change 0.03)
Holder of HSBC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2131133 (value 220359155; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: DFA INVESTMENT DIMENSIONS GROUP INC-Large Cap International Portfolio
Shares held as of 2026-04-30: 362959 (value 37529961; 0.00% of shares outstanding; change -0.06)
Holder of HSBC: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 2129759 (value 220217083; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 682526 (value 70573189; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 2551198 (value 263793877; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 312914 (value 32355308; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: Fidelity Covington Trust-Fidelity Enhanced International ETF
Shares held as of 2026-04-30: 498654 (value 46210265; 0.00% of shares outstanding; change 0.05)
Holder of HSBC: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 378671 (value 35091440; 0.00% of shares outstanding; change -0.11)
Holder of HSBC: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 2734300 (value 282726624; 0.00% of shares outstanding; change 0.00)
Holder of HSBC: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 1467665 (value 147661776; 0.00% of shares outstanding; change 0.05)
Holder of HSBC: Fidelity Covington Trust-Fidelity Enhanced International ETF
Shares held as of 2026-05-31: 457917 (value 44193570; 0.00% of shares outstanding; change -0.08)
Holder of HSBC: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 349009 (value 35113795; 0.00% of shares outstanding; change -0.08)
Holder of HSBC: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 1505292 (value 155647195; 0.00% of shares outstanding; change 0.03)
Holder of HSBC: Fidelity Covington Trust-Fidelity Enhanced International ETF
Shares held as of 2026-06-30: 436353 (value 45118900; 0.00% of shares outstanding; change -0.05)
Holder of HSBC: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 324373 (value 33540168; 0.00% of shares outstanding; change -0.07)
Holder of HSBK.L: SEI Institutional Investment Tr-World Select Equity Fund
Shares held as of 2022-08-31: 30000 (value 266999; 0.00% of shares outstanding; change -0.16)
Holder of HSBK.L: Templeton Global Investment Tr-Templeton Emerging Markets Small Cap Fd
Shares held as of 2022-08-31: 103619 (value 922209; 0.00% of shares outstanding; change 0.00)
Holder of HSBK.L: American Fds Developing World Growth & Income Fd
Shares held as of 2022-09-30: 775837 (value 6904949; 0.00% of shares outstanding; change 1.00)
Holder of HSBK.L: SEI Institutional Investment Tr-Emerging Markets Equity Fd
Shares held as of 2022-09-30: 663101 (value 5901598; 0.00% of shares outstanding; change 0.00)
Holder of HSBK.L: AB Cap Fd.-AB Emerging Markets Multi Asset Port
Shares held as of 2022-10-31: 23000 (value 204699; 0.00% of shares outstanding; change 0.00)
Holder of HSBK.L: Advisors Inner Circle Fund II-Kopernik Global All Cap Fund
Shares held as of 2022-10-31: 1812357 (value 16129976; 0.01% of shares outstanding; change 0.00)
Holder of HSBK.L: Advisors Inner Circle Fund II-Kopernik International Fund
Shares held as of 2022-10-31: 748907 (value 6665272; 0.00% of shares outstanding; change 0.00)
Holder of HSBK.L: Mirae Asset Discovery Fds-Emerging Markets Great Consumer Fd
Shares held as of 2022-10-31: 384366 (value 3420857; 0.00% of shares outstanding; change -0.21)
Holder of HSBK.L: Price (T.Rowe) Emerging Europe Fund
Shares held as of 2022-10-31: 177710 (value 1581618; 0.00% of shares outstanding; change 0.00)
Holder of HSBK.L: iShares MSCI Frontier and Select EM ETF
Shares held as of 2022-11-30: 397736 (value 3539850; 0.00% of shares outstanding; change 0.59)
Holder of HSCS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1317 (value 2199; 0.00% of shares outstanding; change 0.00)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 19438 (value 37707; 0.01% of shares outstanding; change 0.02)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2693 (value 5224; 0.00% of shares outstanding; change 0.00)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2249 (value 4362; 0.00% of shares outstanding; change 0.00)
Holder of HSCS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 17968 (value 42943; 0.01% of shares outstanding; change 12.64)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 19367 (value 35635; 0.01% of shares outstanding; change 0.00)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2693 (value 4955; 0.00% of shares outstanding; change 0.00)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2249 (value 4138; 0.00% of shares outstanding; change 0.00)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 19367 (value 46287; 0.01% of shares outstanding; change 0.00)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2693 (value 6436; 0.00% of shares outstanding; change 0.00)
Holder of HSCS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2249 (value 5375; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 15700 (value 29908; 0.00% of shares outstanding; change 1.00)
Holder of HSDT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 324551 (value 618269; 0.01% of shares outstanding; change 1.00)
Holder of HSDT: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 2315 (value 3750; 0.00% of shares outstanding; change 1.00)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 173303 (value 220094; 0.00% of shares outstanding; change 0.11)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 27089 (value 34403; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 45840 (value 58216; 0.00% of shares outstanding; change 0.08)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 53486 (value 67927; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 15700 (value 25590; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 324551 (value 529018; 0.01% of shares outstanding; change 0.00)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 172672 (value 279728; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 33657 (value 54524; 0.00% of shares outstanding; change 0.24)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 45840 (value 74260; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 53486 (value 86647; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 52293 (value 85237; 0.00% of shares outstanding; change 1.00)
Holder of HSDT: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 22558 (value 36769; 0.00% of shares outstanding; change 1.00)
Holder of HSDT: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 2596 (value 4231; 0.00% of shares outstanding; change 0.12)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 163417 (value 266369; 0.00% of shares outstanding; change -0.05)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 33657 (value 54860; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 45840 (value 74719; 0.00% of shares outstanding; change 0.00)
Holder of HSDT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 53486 (value 87182; 0.00% of shares outstanding; change 0.00)
Holder of HSHP: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 51878 (value 743411; 0.00% of shares outstanding; change 0.55)
Holder of HSHP: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 69962 (value 1002555; 0.00% of shares outstanding; change -0.05)
Holder of HSHP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 268986 (value 3854569; 0.01% of shares outstanding; change 0.03)
Holder of HSHP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 138586 (value 2234006; 0.00% of shares outstanding; change -0.06)
Holder of HSHP: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-03-31: 2028153 (value 29915256; 0.05% of shares outstanding; change 0.00)
Holder of HSHP: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 42598 (value 610429; 0.00% of shares outstanding; change -0.15)
Holder of HSHP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 70492 (value 1031297; 0.00% of shares outstanding; change -0.05)
Holder of HSHP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 676175 (value 9973581; 0.02% of shares outstanding; change 0.02)
Holder of HSHP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 237872 (value 3508612; 0.01% of shares outstanding; change 0.00)
Holder of HSHP: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-04-30: 44689 (value 680166; 0.00% of shares outstanding; change -0.03)
Holder of HSHP: AMERICAN BEACON FUNDS-American Beacon IMC International Small Cap Fund
Shares held as of 2026-04-30: 75641 (value 1219332; 0.00% of shares outstanding; change 1.00)
Holder of HSHP: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 54344 (value 876025; 0.00% of shares outstanding; change 0.05)
Holder of HSHP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 270915 (value 4367150; 0.01% of shares outstanding; change 0.01)
Holder of HSHP: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-04-30: 2028153 (value 29063432; 0.05% of shares outstanding; change 0.00)
Holder of HSHP: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-04-30: 52938 (value 772365; 0.00% of shares outstanding; change 1.00)
Holder of HSHP: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 62028 (value 999891; 0.00% of shares outstanding; change -0.11)
Holder of HSHP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 70956 (value 1016799; 0.00% of shares outstanding; change 0.01)
Holder of HSHP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 649616 (value 9308997; 0.01% of shares outstanding; change -0.04)
Holder of HSHP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 235157 (value 3369799; 0.01% of shares outstanding; change -0.01)
Holder of HSHP: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-05-31: 46677 (value 668881; 0.00% of shares outstanding; change 0.04)
Holder of HSHP: Fidelity Securities Fund-Fidelity Dividend Growth Fund
Shares held as of 2026-05-31: 2028153 (value 32693828; 0.05% of shares outstanding; change 0.00)
Holder of HSHP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 71377 (value 1150597; 0.00% of shares outstanding; change 0.01)
Holder of HSHP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 674051 (value 10865702; 0.02% of shares outstanding; change 0.04)