speb/financial-data huggingface dataset:
Holder of FISV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 13090205 (value 740382012; 0.02% of shares outstanding; change -0.24)
Holder of FISV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 8334731 (value 393232611; 0.02% of shares outstanding; change 4.11)
Holder of FISV: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 7537778 (value 384577437; 0.01% of shares outstanding; change 4.33)
Holder of FISV: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 31869400 (value 1625976802; 0.06% of shares outstanding; change 0.00)
Holder of FISV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6868773 (value 388497810; 0.01% of shares outstanding; change 0.00)
Holder of FISV: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 9926200 (value 506434728; 0.02% of shares outstanding; change 1.04)
Holder of FISV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13667989 (value 697340805; 0.03% of shares outstanding; change 0.43)
Holder of FISV: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 10394487 (value 530326731; 0.02% of shares outstanding; change 0.19)
Holder of FISV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15291608 (value 780177847; 0.03% of shares outstanding; change 0.17)
Holder of FISV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6892528 (value 325189473; 0.01% of shares outstanding; change 0.00)
Holder of FISV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6446787 (value 346708196; 0.01% of shares outstanding; change 0.03)
Holder of FISV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 10953500 (value 558847575; 0.02% of shares outstanding; change 0.31)
Holder of FISV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6956898 (value 352923432; 0.01% of shares outstanding; change 0.01)
Holder of FISV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6882898 (value 351165459; 0.01% of shares outstanding; change 0.00)
Holder of FISV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6509700 (value 328414369; 0.01% of shares outstanding; change 0.01)
Holder of FISV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7086266 (value 361541294; 0.01% of shares outstanding; change 0.02)
Holder of FISV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6444962 (value 328821964; 0.01% of shares outstanding; change -0.01)
Holder of FITB: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 8027415 (value 400808833; 0.01% of shares outstanding; change 1.46)
Holder of FITB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 16667326 (value 832199592; 0.02% of shares outstanding; change 0.02)
Holder of FITB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 28275114 (value 1411776450; 0.03% of shares outstanding; change 0.00)
Holder of FITB: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 20407854 (value 1171614895; 0.02% of shares outstanding; change -0.21)
Holder of FITB: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 8170707 (value 469080287; 0.01% of shares outstanding; change 0.02)
Holder of FITB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 11494290 (value 573909903; 0.01% of shares outstanding; change 0.00)
Holder of FITB: Income Fund of America
Shares held as of 2026-03-31: 26564377 (value 1424116267; 0.03% of shares outstanding; change 0.04)
Holder of FITB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 22872723 (value 1313123023; 0.03% of shares outstanding; change 0.37)
Holder of FITB: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 19430105 (value 1115482325; 0.02% of shares outstanding; change 0.35)
Holder of FITB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 28544009 (value 1638711552; 0.03% of shares outstanding; change 0.01)
Holder of FITB: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 8318597 (value 477570652; 0.01% of shares outstanding; change 0.37)
Holder of FITB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 11534030 (value 618339355; 0.01% of shares outstanding; change 0.00)
Holder of FITB: Income Fund of America
Shares held as of 2026-04-30: 26564377 (value 1525060879; 0.03% of shares outstanding; change 0.00)
Holder of FITB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 10766103 (value 589228812; 0.01% of shares outstanding; change 0.03)
Holder of FITB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 11641724 (value 669282732; 0.01% of shares outstanding; change 0.01)
Holder of FITB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 11517939 (value 661244876; 0.01% of shares outstanding; change 0.00)
Holder of FITB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 10871226 (value 620420864; 0.01% of shares outstanding; change 0.01)
Holder of FITB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 11858024 (value 680769156; 0.01% of shares outstanding; change 0.02)
Holder of FITB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 10927219 (value 627331641; 0.01% of shares outstanding; change 0.01)
Holder of FITBI: Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Shares held as of 2024-05-31: 276818 (value 7111454; 0.02% of shares outstanding; change 0.00)
Holder of FITBI: Flaherty & Crumrine Preferred & Income Fund Inc
Shares held as of 2024-05-31: 164935 (value 4237180; 0.01% of shares outstanding; change 0.00)
Holder of FITBI: Flaherty & Crumrine Preferred and Income Securities Fund
Shares held as of 2024-05-31: 1019596 (value 26193421; 0.06% of shares outstanding; change 0.00)
Holder of FITBI: Flaherty & Crumrine Total Return Fund
Shares held as of 2024-05-31: 169409 (value 4352117; 0.01% of shares outstanding; change 0.00)
Holder of FITBI: Global X Fds-Global X U.S. Preferred ETF
Shares held as of 2024-06-30: 352324 (value 9051203; 0.02% of shares outstanding; change 0.00)
Holder of FITBI: Global X Fds-Global X Variable Rate Preferred ETF
Shares held as of 2024-06-30: 193886 (value 4980931; 0.01% of shares outstanding; change 0.02)
Holder of FITBI: Nuveen Investment Trust V-Nuveen Preferred Securities & Income Fd
Shares held as of 2024-06-30: 486433 (value 12496464; 0.03% of shares outstanding; change 0.00)
Holder of FITBI: Nuveen Preferred & Income Opportunities Fund
Shares held as of 2024-06-30: 304913 (value 7833215; 0.02% of shares outstanding; change 0.00)
Holder of FITBI: SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF
Shares held as of 2024-06-30: 203845 (value 5236778; 0.01% of shares outstanding; change 0.02)
Holder of FITBI: iShares Preferred & Income Securities ETF
Shares held as of 2024-06-30: 1711110 (value 43958416; 0.10% of shares outstanding; change 0.00)
Holder of FITBM: Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Shares held as of 2026-02-28: 360660 (value 9377160; 0.02% of shares outstanding; change 1.00)
Holder of FITBM: Flaherty & Crumrine Preferred & Income Securities Fund Inc
Shares held as of 2026-02-28: 654526 (value 17017676; 0.04% of shares outstanding; change 1.00)
Holder of FITBM: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-03-31: 436500 (value 11349000; 0.03% of shares outstanding; change 0.00)
Holder of FITBM: John Hancock Premium Dividend Fund
Shares held as of 2026-03-31: 269250 (value 7000500; 0.02% of shares outstanding; change 0.00)
Holder of FITBM: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 344900 (value 8967400; 0.02% of shares outstanding; change 0.00)
Holder of FITBM: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 277676 (value 7219576; 0.02% of shares outstanding; change -0.02)
Holder of FITBM: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 238856 (value 6210256; 0.01% of shares outstanding; change 0.00)
Holder of FITBM: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 585397 (value 15220322; 0.04% of shares outstanding; change 0.02)
Holder of FITBM: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 223058 (value 5799508; 0.01% of shares outstanding; change -0.01)
Holder of FITBM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1105321 (value 28738346; 0.07% of shares outstanding; change -0.03)
Holder of FITBO: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 7800 (value 144689; 0.00% of shares outstanding; change 0.00)
Holder of FITBO: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 4800 (value 89039; 0.00% of shares outstanding; change 0.00)
Holder of FITBO: Calamos Long/Short Equity & Dynamic Income Trust
Shares held as of 2026-01-31: 8100 (value 148716; 0.00% of shares outstanding; change 1.00)
Holder of FITBO: Calamos Strategic Total Return Fund
Shares held as of 2026-01-31: 4000 (value 73440; 0.00% of shares outstanding; change 1.00)
Holder of FITBO: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 7000 (value 128520; 0.00% of shares outstanding; change 0.00)
Holder of FITBO: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 7800 (value 143208; 0.00% of shares outstanding; change 0.00)
Holder of FITBO: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 4800 (value 88128; 0.00% of shares outstanding; change 0.00)
Holder of FITBO: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 195920 (value 3597091; 0.02% of shares outstanding; change -0.02)
Holder of FITBO: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 368907 (value 6773132; 0.04% of shares outstanding; change 0.03)
Holder of FITBO: Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF
Shares held as of 2026-04-30: 139412 (value 2559604; 0.01% of shares outstanding; change -0.01)
Holder of FITBO: SPDR SERIES TRUST-State Street SPDR ICE Preferred Securities ETF
Shares held as of 2026-04-30: 102042 (value 1873491; 0.01% of shares outstanding; change 0.00)
Holder of FITBO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 687450 (value 12621582; 0.07% of shares outstanding; change -0.03)
Holder of FITBP: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-01-31: 18464 (value 439258; 0.00% of shares outstanding; change -0.09)
Holder of FITBP: Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Shares held as of 2026-02-28: 78802 (value 1874699; 0.01% of shares outstanding; change 0.00)
Holder of FITBP: Flaherty & Crumrine Preferred & Income Securities Fund Inc
Shares held as of 2026-02-28: 121339 (value 2886654; 0.02% of shares outstanding; change 0.00)
Holder of FITBP: Flaherty & Crumrine Total Return Fund Inc
Shares held as of 2026-02-28: 64064 (value 1524082; 0.01% of shares outstanding; change 0.00)
Holder of FITBP: John Hancock Preferred Income Fund
Shares held as of 2026-03-31: 196518 (value 4675163; 0.02% of shares outstanding; change 0.00)
Holder of FITBP: John Hancock Preferred Income Fund II
Shares held as of 2026-03-31: 139675 (value 3322868; 0.02% of shares outstanding; change 0.00)
Holder of FITBP: John Hancock Preferred Income Fund III
Shares held as of 2026-03-31: 171195 (value 4072729; 0.02% of shares outstanding; change 0.00)
Holder of FITBP: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 328650 (value 7818583; 0.04% of shares outstanding; change 0.00)
Holder of FITBP: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 292146 (value 6950153; 0.04% of shares outstanding; change 0.01)
Holder of FITBP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 549965 (value 13083667; 0.07% of shares outstanding; change -0.03)
Holder of FIV.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 31869400 (value 1603030795; 0.06% of shares outstanding; change 0.20)
Holder of FIV.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 8334731 (value 419236962; 0.02% of shares outstanding; change 4.11)
Holder of FIV.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 7537778 (value 341461337; 0.01% of shares outstanding; change 4.33)
Holder of FIV.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 31869400 (value 1443683795; 0.06% of shares outstanding; change 0.00)
Holder of FIV.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6868773 (value 345499276; 0.01% of shares outstanding; change 0.00)
Holder of FIV.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 9926200 (value 449656852; 0.02% of shares outstanding; change 1.04)
Holder of FIV.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13667989 (value 619159891; 0.03% of shares outstanding; change 0.43)
Holder of FIV.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 10394487 (value 470870253; 0.02% of shares outstanding; change 0.19)
Holder of FIV.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15291608 (value 692709830; 0.03% of shares outstanding; change 0.17)
Holder of FIV.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6446787 (value 324273381; 0.01% of shares outstanding; change 0.03)
Holder of FIV.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 10953500 (value 496193541; 0.02% of shares outstanding; change 0.31)
Holder of FIV.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6956898 (value 349931964; 0.01% of shares outstanding; change 0.01)
Holder of FIV.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6882898 (value 311795274; 0.01% of shares outstanding; change 0.00)
Holder of FIV.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7086266 (value 321007844; 0.01% of shares outstanding; change 0.02)
Holder of FIV.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6444962 (value 291956773; 0.01% of shares outstanding; change -0.01)
Holder of FIVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 594241 (value 135106634; 0.01% of shares outstanding; change 0.01)
Holder of FIVE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 706006 (value 160517524; 0.01% of shares outstanding; change -0.03)
Holder of FIVE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1251428 (value 284524670; 0.02% of shares outstanding; change -0.04)
Holder of FIVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1737858 (value 395119395; 0.03% of shares outstanding; change 0.00)
Holder of FIVE: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 416078 (value 84542889; 0.01% of shares outstanding; change 1.00)
Holder of FIVE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 885288 (value 179881670; 0.02% of shares outstanding; change 0.00)
Holder of FIVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 615465 (value 125056334; 0.01% of shares outstanding; change 0.04)
Holder of FIVE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 711709 (value 144612153; 0.01% of shares outstanding; change 0.01)
Holder of FIVE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1271817 (value 258420499; 0.02% of shares outstanding; change 0.02)
Holder of FIVE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1756279 (value 356858334; 0.03% of shares outstanding; change 0.01)
Holder of FIVE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 875786 (value 166806577; 0.02% of shares outstanding; change -0.14)
Holder of FIVE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 397582 (value 78916053; 0.01% of shares outstanding; change 0.09)
Holder of FIVE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 417297 (value 82829283; 0.01% of shares outstanding; change 0.00)
Holder of FIVE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1863213 (value 360438549; 0.03% of shares outstanding; change 0.02)
Holder of FIVE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 855570 (value 156261304; 0.02% of shares outstanding; change -0.02)
Holder of FIVE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 416100 (value 84314345; 0.01% of shares outstanding; change 0.05)
Holder of FIVE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 413217 (value 78259167; 0.01% of shares outstanding; change -0.01)
Holder of FIVE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1871200 (value 380209132; 0.03% of shares outstanding; change 0.00)
Holder of FIVE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 590037 (value 119889619; 0.01% of shares outstanding; change -0.31)
Holder of FIVE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 453485 (value 92143618; 0.01% of shares outstanding; change 0.09)
Holder of FIVE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 425454 (value 86447999; 0.01% of shares outstanding; change 0.03)
Holder of FIVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 846714 (value 20617486; 0.01% of shares outstanding; change 0.03)
Holder of FIVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 949816 (value 23128019; 0.01% of shares outstanding; change -0.02)
Holder of FIVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1688685 (value 41119480; 0.02% of shares outstanding; change -0.03)
Holder of FIVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2321809 (value 56536050; 0.03% of shares outstanding; change 0.00)
Holder of FIVN: Vanguard Explorer Fund
Shares held as of 2026-01-31: 647433 (value 12184688; 0.01% of shares outstanding; change 1.69)
Holder of FIVN: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 1024900 (value 23695688; 0.01% of shares outstanding; change 0.00)
Holder of FIVN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 758236 (value 14270001; 0.01% of shares outstanding; change 0.01)
Holder of FIVN: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1745285 (value 40350990; 0.02% of shares outstanding; change 0.03)
Holder of FIVN: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 671684 (value 15529334; 0.01% of shares outstanding; change 0.68)
Holder of FIVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 872850 (value 20180292; 0.01% of shares outstanding; change 0.03)
Holder of FIVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1677830 (value 38791431; 0.02% of shares outstanding; change -0.01)
Holder of FIVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2324655 (value 53746025; 0.03% of shares outstanding; change 0.00)
Holder of FIVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1928927 (value 46969373; 0.03% of shares outstanding; change 0.02)
Holder of FIVN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 775725 (value 17934762; 0.01% of shares outstanding; change 0.02)
Holder of FIVN: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-04-30: 1182700 (value 25108720; 0.02% of shares outstanding; change -0.04)
Holder of FIVN: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 764742 (value 17680835; 0.01% of shares outstanding; change 2.83)
Holder of FIVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1853563 (value 43076803; 0.02% of shares outstanding; change -0.04)
Holder of FIVN: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-05-31: 1219899 (value 31009832; 0.02% of shares outstanding; change 0.03)
Holder of FIVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1871159 (value 43261197; 0.02% of shares outstanding; change 0.01)
Holder of FIVN: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-06-30: 1399686 (value 32360741; 0.02% of shares outstanding; change 0.15)
Holder of FIX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 886854 (value 1621355316; 0.03% of shares outstanding; change 1.00)
Holder of FIX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 451459 (value 825361840; 0.01% of shares outstanding; change -0.04)
Holder of FIX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 800370 (value 1463244406; 0.02% of shares outstanding; change -0.04)
Holder of FIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1107546 (value 2024826629; 0.03% of shares outstanding; change 0.00)
Holder of FIX: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-02-28: 237200 (value 490176174; 0.01% of shares outstanding; change 0.00)
Holder of FIX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 449442 (value 821674341; 0.01% of shares outstanding; change 0.00)
Holder of FIX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 861675 (value 1493799758; 0.02% of shares outstanding; change -0.26)
Holder of FIX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 895578 (value 1552573998; 0.03% of shares outstanding; change 0.01)
Holder of FIX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 379828 (value 658469811; 0.01% of shares outstanding; change 1.00)
Holder of FIX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 405530 (value 703026798; 0.01% of shares outstanding; change -0.49)
Holder of FIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1116413 (value 1935413549; 0.03% of shares outstanding; change 0.01)
Holder of FIX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 450994 (value 931983615; 0.01% of shares outstanding; change 0.00)
Holder of FIX: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 237222 (value 437423120; 0.01% of shares outstanding; change -0.07)
Holder of FIX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 421144 (value 790744179; 0.01% of shares outstanding; change 0.02)
Holder of FIX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 455371 (value 849335231; 0.01% of shares outstanding; change 0.00)
Holder of FIX: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-04-30: 230224 (value 429402299; 0.01% of shares outstanding; change -0.01)
Holder of FIX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 450366 (value 780754486; 0.01% of shares outstanding; change 0.00)
Holder of FIX: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 244178 (value 423306974; 0.01% of shares outstanding; change 0.03)
Holder of FIX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 425164 (value 746626234; 0.01% of shares outstanding; change 0.01)
Holder of FIX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 464023 (value 804430261; 0.01% of shares outstanding; change 0.02)
Holder of FIX: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 230878 (value 400250095; 0.01% of shares outstanding; change 0.00)
Holder of FIX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 424564 (value 736024140; 0.01% of shares outstanding; change 0.00)
Holder of FIZZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 250898 (value 9280717; 0.00% of shares outstanding; change 0.04)
Holder of FIZZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 299197 (value 11067297; 0.00% of shares outstanding; change -0.04)
Holder of FIZZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 531897 (value 19674870; 0.01% of shares outstanding; change -0.04)
Holder of FIZZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 716452 (value 26501560; 0.01% of shares outstanding; change -0.01)
Holder of FIZZ: Virtus Equity Trust-Virtus KAR Small-Cap Value Fund
Shares held as of 2025-12-31: 416333 (value 15400158; 0.00% of shares outstanding; change -0.11)
Holder of FIZZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 293632 (value 9945315; 0.00% of shares outstanding; change 0.03)
Holder of FIZZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 233350 (value 7903564; 0.00% of shares outstanding; change 0.01)
Holder of FIZZ: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 326470 (value 10022629; 0.00% of shares outstanding; change 0.03)
Holder of FIZZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 262951 (value 8072595; 0.00% of shares outstanding; change 0.05)
Holder of FIZZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 304034 (value 9333844; 0.00% of shares outstanding; change 0.02)
Holder of FIZZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 541641 (value 16628379; 0.01% of shares outstanding; change 0.02)
Holder of FIZZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 743052 (value 22811696; 0.01% of shares outstanding; change 0.04)
Holder of FIZZ: Virtus Equity Trust-Virtus KAR Small-Cap Value Fund
Shares held as of 2026-03-31: 370333 (value 11369223; 0.00% of shares outstanding; change -0.11)
Holder of FIZZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 584467 (value 21619435; 0.01% of shares outstanding; change -0.03)
Holder of FIZZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 318602 (value 9781081; 0.00% of shares outstanding; change 0.09)
Holder of FIZZ: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 254100 (value 7800870; 0.00% of shares outstanding; change 0.21)
Holder of FIZZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 236027 (value 7316837; 0.00% of shares outstanding; change 0.01)
Holder of FIZZ: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1429570 (value 48419534; 0.02% of shares outstanding; change 0.02)
Holder of FIZZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 561540 (value 17407740; 0.01% of shares outstanding; change -0.04)
Holder of FIZZ: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1419870 (value 43590010; 0.02% of shares outstanding; change -0.01)
Holder of FIZZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 566893 (value 17403615; 0.01% of shares outstanding; change 0.01)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 154979 (value 1286325; 0.00% of shares outstanding; change 1.00)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 47271 (value 392349; 0.00% of shares outstanding; change 1.00)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 57952 (value 481001; 0.00% of shares outstanding; change 1.00)
Holder of FJET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 322736 (value 1106984; 0.01% of shares outstanding; change 1.00)
Holder of FJET: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 414900 (value 1423107; 0.01% of shares outstanding; change 1.00)
Holder of FJET: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 8299 (value 28465; 0.00% of shares outstanding; change 1.00)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 154415 (value 756633; 0.00% of shares outstanding; change 0.00)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 45618 (value 223528; 0.00% of shares outstanding; change -0.04)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 57952 (value 271215; 0.00% of shares outstanding; change 0.00)
Holder of FJET: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 25000 (value 85750; 0.00% of shares outstanding; change 1.00)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 151126 (value 518362; 0.00% of shares outstanding; change -0.02)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 44294 (value 151928; 0.00% of shares outstanding; change -0.03)
Holder of FJET: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 57952 (value 198775; 0.00% of shares outstanding; change 0.00)
Holder of FJET: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 14101 (value 48366; 0.00% of shares outstanding; change 1.00)
Holder of FJET: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 1602 (value 5494; 0.00% of shares outstanding; change 1.00)
Holder of FJET: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 1261 (value 4325; 0.00% of shares outstanding; change 1.00)
Holder of FJET: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 1065 (value 4100; 0.00% of shares outstanding; change 1.00)
Holder of FKWL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 100924 (value 299744; 0.01% of shares outstanding; change 0.00)
Holder of FKWL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 296350 (value 880159; 0.03% of shares outstanding; change 0.00)
Holder of FKWL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 3741 (value 9726; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 8801 (value 22882; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 6922 (value 17997; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 47947 (value 137128; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9420 (value 26941; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 13376 (value 38255; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 19440 (value 55598; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 100924 (value 236162; 0.01% of shares outstanding; change 0.00)
Holder of FKWL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 296350 (value 693458; 0.03% of shares outstanding; change 0.00)
Holder of FKWL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 23920 (value 68411; 0.00% of shares outstanding; change -0.01)
Holder of FKWL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 3741 (value 8753; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 8801 (value 20594; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 6922 (value 16197; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 47773 (value 121821; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9420 (value 24020; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 13376 (value 34108; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 19440 (value 50543; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 24077 (value 61396; 0.00% of shares outstanding; change 0.01)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 47773 (value 111788; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9420 (value 22042; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 13376 (value 31299; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 19440 (value 45489; 0.00% of shares outstanding; change 0.00)
Holder of FKWL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 23763 (value 55605; 0.00% of shares outstanding; change -0.01)
Holder of FL.V: Sprott Lithium Miners ETF
Shares held as of 2024-09-30: 41141 (value 17690; 0.00% of shares outstanding; change 0.16)
Holder of FLC: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 75 (value 1253; 0.00% of shares outstanding; change -0.34)
Holder of FLC: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 75 (value 1271; 0.00% of shares outstanding; change -0.34)
Holder of FLC: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 169 (value 2866; 0.00% of shares outstanding; change -0.20)
Holder of FLC: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 107 (value 1780; 0.00% of shares outstanding; change 0.43)
Holder of FLC: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 288 (value 4792; 0.00% of shares outstanding; change 0.70)
Holder of FLC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 129541 (value 2167220; 0.01% of shares outstanding; change 0.05)
Holder of FLC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 125854 (value 2124415; 0.01% of shares outstanding; change -0.03)
Holder of FLC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 125575 (value 2089567; 0.01% of shares outstanding; change 0.00)
Holder of FLC.AX: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2025-12-31: 31000 (value 2759; 0.00% of shares outstanding; change 0.00)
Holder of FLC.AX: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-03-31: 31000 (value 2603; 0.00% of shares outstanding; change 0.00)
Holder of FLC.AX: Gabelli Global Utility & Income Trust
Shares held as of 2026-03-31: 40000 (value 3000; 0.00% of shares outstanding; change 0.00)
Holder of FLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 162527 (value 156984; 0.00% of shares outstanding; change 0.00)
Holder of FLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1459428 (value 1409661; 0.03% of shares outstanding; change -0.01)
Holder of FLD: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 22797 (value 22019; 0.00% of shares outstanding; change 0.00)
Holder of FLD: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 15777 (value 15239; 0.00% of shares outstanding; change 1.00)
Holder of FLD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 53334 (value 30843; 0.00% of shares outstanding; change 0.00)
Holder of FLD: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 30397 (value 13681; 0.00% of shares outstanding; change 1.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 124549 (value 81205; 0.00% of shares outstanding; change 0.66)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 38353 (value 25006; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 19094 (value 12449; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 24546 (value 16003; 0.00% of shares outstanding; change 0.00)
Holder of FLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 162527 (value 73153; 0.00% of shares outstanding; change 0.00)
Holder of FLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1459428 (value 656888; 0.03% of shares outstanding; change 0.00)
Holder of FLD: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 94912 (value 42719; 0.00% of shares outstanding; change 5.03)
Holder of FLD: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 22797 (value 10260; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 124096 (value 61998; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 38353 (value 19161; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 19094 (value 9539; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 24546 (value 14194; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 53189 (value 23940; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 105179 (value 47341; 0.00% of shares outstanding; change -0.15)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 38353 (value 17262; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 19094 (value 8594; 0.00% of shares outstanding; change 0.00)
Holder of FLD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 24546 (value 11048; 0.00% of shares outstanding; change 0.00)
Holder of FLEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3983686 (value 600660170; 0.01% of shares outstanding; change -0.01)
Holder of FLEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 8391515 (value 1265272621; 0.02% of shares outstanding; change 1.00)
Holder of FLEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 5410552 (value 815803023; 0.01% of shares outstanding; change 1.00)
Holder of FLEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11618167 (value 1751787206; 0.03% of shares outstanding; change 1.00)
Holder of FLEX: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3961524 (value 537974971; 0.01% of shares outstanding; change 0.03)
Holder of FLEX: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-03-31: 7050729 (value 1063108910; 0.02% of shares outstanding; change -0.04)
Holder of FLEX: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 11766969 (value 1394503521; 0.03% of shares outstanding; change -0.08)
Holder of FLEX: VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund
Shares held as of 2026-03-31: 6139650 (value 727609934; 0.02% of shares outstanding; change -0.02)
Holder of FLEX: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 10633560 (value 1260183218; 0.03% of shares outstanding; change -0.08)
Holder of FLEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4103321 (value 486284580; 0.01% of shares outstanding; change 0.03)
Holder of FLEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8477837 (value 1004708480; 0.02% of shares outstanding; change 0.01)
Holder of FLEX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 5398595 (value 639787504; 0.01% of shares outstanding; change 0.00)
Holder of FLEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11678860 (value 1384061723; 0.03% of shares outstanding; change 0.01)
Holder of FLEX: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-04-30: 5915787 (value 921738758; 0.02% of shares outstanding; change -0.16)
Holder of FLEX: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 12419379 (value 1935063411; 0.03% of shares outstanding; change 0.02)
Holder of FLEX: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-05-31: 5329687 (value 631621217; 0.01% of shares outstanding; change -0.10)
Holder of FLEX: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 8442161 (value 1296124968; 0.02% of shares outstanding; change -0.28)
Holder of FLEX: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 12473064 (value 1478182841; 0.03% of shares outstanding; change 0.00)
Holder of FLEX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4443707 (value 526623726; 0.01% of shares outstanding; change 1.00)
Holder of FLG: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3888025 (value 54510112; 0.01% of shares outstanding; change -0.17)
Holder of FLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3228189 (value 45388338; 0.01% of shares outstanding; change 0.01)
Holder of FLG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7546452 (value 106103118; 0.02% of shares outstanding; change -0.04)
Holder of FLG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4866491 (value 68422865; 0.01% of shares outstanding; change -0.04)
Holder of FLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10511616 (value 147793325; 0.03% of shares outstanding; change 0.00)
Holder of FLG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2973034 (value 44684700; 0.01% of shares outstanding; change 0.01)
Holder of FLG: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3662912 (value 50731332; 0.01% of shares outstanding; change -0.06)
Holder of FLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3345532 (value 46335619; 0.01% of shares outstanding; change 0.04)
Holder of FLG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7673685 (value 106280540; 0.02% of shares outstanding; change 0.02)
Holder of FLG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4886281 (value 67674993; 0.01% of shares outstanding; change 0.00)
Holder of FLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10619674 (value 147082488; 0.03% of shares outstanding; change 0.01)
Holder of FLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 7421490 (value 104346152; 0.02% of shares outstanding; change 0.01)
Holder of FLG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 2608394 (value 36674020; 0.01% of shares outstanding; change 0.00)
Holder of FLG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3001344 (value 41568615; 0.01% of shares outstanding; change 0.01)
Holder of FLG: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 4592903 (value 68617968; 0.01% of shares outstanding; change 0.05)
Holder of FLG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 10100505 (value 151810587; 0.02% of shares outstanding; change 0.02)
Holder of FLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 7131157 (value 106967355; 0.02% of shares outstanding; change -0.04)
Holder of FLG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 2588263 (value 38823945; 0.01% of shares outstanding; change -0.01)
Holder of FLG: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 4250496 (value 64139985; 0.01% of shares outstanding; change -0.07)
Holder of FLG: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 10161879 (value 140742028; 0.02% of shares outstanding; change 0.01)
Holder of FLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 7227024 (value 100094285; 0.02% of shares outstanding; change 0.01)