speb/financial-data huggingface dataset:
Holder of FFBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1458825 (value 49410401; 0.01% of shares outstanding; change 0.07)
Holder of FFBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3158082 (value 106964233; 0.03% of shares outstanding; change 0.10)
Holder of FFBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2503000 (value 76992280; 0.02% of shares outstanding; change 0.02)
Holder of FFBC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1731787 (value 58655623; 0.02% of shares outstanding; change 0.00)
Holder of FFBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1468722 (value 49745612; 0.01% of shares outstanding; change 0.00)
Holder of FFBC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1110727 (value 34165962; 0.01% of shares outstanding; change 0.05)
Holder of FFBC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6304477 (value 201364998; 0.06% of shares outstanding; change 0.01)
Holder of FFBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2537715 (value 87982574; 0.02% of shares outstanding; change 0.01)
Holder of FFBC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6272858 (value 212461693; 0.06% of shares outstanding; change -0.01)
Holder of FFBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2577541 (value 87301310; 0.02% of shares outstanding; change 0.02)
Holder of FFBC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1208002 (value 40915026; 0.01% of shares outstanding; change 0.18)
Holder of FFC: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 166755 (value 2683087; 0.00% of shares outstanding; change 0.00)
Holder of FFC: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 78 (value 1240; 0.00% of shares outstanding; change -0.34)
Holder of FFC: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 78 (value 1255; 0.00% of shares outstanding; change -0.34)
Holder of FFC: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 176 (value 2831; 0.00% of shares outstanding; change -0.21)
Holder of FFC: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 35527 (value 566655; 0.00% of shares outstanding; change 0.39)
Holder of FFC: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 181755 (value 2898992; 0.00% of shares outstanding; change 0.09)
Holder of FFC: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 53 (value 845; 0.00% of shares outstanding; change -0.32)
Holder of FFC: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 145 (value 2312; 0.00% of shares outstanding; change -0.18)
Holder of FFC: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 39171 (value 624777; 0.00% of shares outstanding; change 0.10)
Holder of FFC: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 21617 (value 344791; 0.00% of shares outstanding; change 0.06)
Holder of FFC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 597115 (value 9440388; 0.01% of shares outstanding; change 0.07)
Holder of FFC: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 21617 (value 350843; 0.00% of shares outstanding; change 0.00)
Holder of FFC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 580102 (value 9415055; 0.01% of shares outstanding; change -0.03)
Holder of FFC: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 44693 (value 712853; 0.00% of shares outstanding; change 1.07)
Holder of FFC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 578824 (value 9232242; 0.01% of shares outstanding; change 0.00)
Holder of FFH.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 20407854 (value 1033657836; 0.02% of shares outstanding; change -0.21)
Holder of FFH.DE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 8170707 (value 413846322; 0.01% of shares outstanding; change 0.02)
Holder of FFH.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 22872723 (value 1158503454; 0.03% of shares outstanding; change 0.37)
Holder of FFH.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 19430105 (value 984134847; 0.02% of shares outstanding; change 0.35)
Holder of FFH.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 28544009 (value 1445754099; 0.03% of shares outstanding; change 0.01)
Holder of FFH.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 8318597 (value 421336950; 0.01% of shares outstanding; change 0.37)
Holder of FFH.DE: Income Fund of America
Shares held as of 2026-04-30: 26564377 (value 1345485735; 0.03% of shares outstanding; change 0.00)
Holder of FFH.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 11517939 (value 583383627; 0.01% of shares outstanding; change 0.00)
Holder of FFH.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 11858024 (value 600608933; 0.01% of shares outstanding; change 0.02)
Holder of FFH.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 10927219 (value 553463659; 0.01% of shares outstanding; change 0.01)
Holder of FFH.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 207551 (value 436625028; 0.01% of shares outstanding; change 0.02)
Holder of FFH.TO: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 55753 (value 124604048; 0.00% of shares outstanding; change 0.13)
Holder of FFH.TO: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 65187 (value 145688377; 0.00% of shares outstanding; change 0.17)
Holder of FFH.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 68182 (value 152381992; 0.00% of shares outstanding; change -0.02)
Holder of FFH.TO: Legg Mason Global Asset Management Trust-ClearBridge Value Fund
Shares held as of 2026-01-31: 40000 (value 89397197; 0.00% of shares outstanding; change 0.00)
Holder of FFH.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 48771 (value 108999767; 0.00% of shares outstanding; change 0.02)
Holder of FFH.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 321928 (value 719486523; 0.02% of shares outstanding; change 0.01)
Holder of FFH.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 47388 (value 110131135; 0.00% of shares outstanding; change 0.02)
Holder of FFH.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 92687 (value 194985637; 0.00% of shares outstanding; change 0.01)
Holder of FFH.TO: Fidelity Contrafund
Shares held as of 2026-03-31: 53641 (value 112844569; 0.00% of shares outstanding; change -0.22)
Holder of FFH.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 205547 (value 477697400; 0.01% of shares outstanding; change -0.01)
Holder of FFH.TO: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 60366 (value 140292396; 0.00% of shares outstanding; change 0.08)
Holder of FFH.TO: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 74369 (value 172835789; 0.00% of shares outstanding; change 0.14)
Holder of FFH.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 96911 (value 216589294; 0.00% of shares outstanding; change 0.05)
Holder of FFH.TO: Fidelity Contrafund
Shares held as of 2026-04-30: 42791 (value 95634886; 0.00% of shares outstanding; change -0.20)
Holder of FFH.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 66331 (value 154155235; 0.00% of shares outstanding; change -0.03)
Holder of FFH.TO: Legg Mason Global Asset Management Trust-ClearBridge Value Fund
Shares held as of 2026-04-30: 40000 (value 92961201; 0.00% of shares outstanding; change 0.00)
Holder of FFH.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 49035 (value 113958812; 0.00% of shares outstanding; change 0.01)
Holder of FFH.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 310850 (value 722424734; 0.01% of shares outstanding; change -0.03)
Holder of FFH.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 99159 (value 230448493; 0.00% of shares outstanding; change 0.02)
Holder of FFH.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 39422 (value 91617911; 0.00% of shares outstanding; change 0.01)
Holder of FFIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 362117 (value 5783008; 0.01% of shares outstanding; change 0.07)
Holder of FFIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1023750 (value 16349287; 0.03% of shares outstanding; change 0.02)
Holder of FFIC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 320750 (value 5122377; 0.01% of shares outstanding; change -0.11)
Holder of FFIC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 321817 (value 5139417; 0.01% of shares outstanding; change 0.02)
Holder of FFIC: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 638000 (value 10188860; 0.02% of shares outstanding; change 0.00)
Holder of FFIC: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 295000 (value 4711150; 0.01% of shares outstanding; change 0.00)
Holder of FFIC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 290164 (value 4633919; 0.01% of shares outstanding; change 0.00)
Holder of FFIC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 780643 (value 12466868; 0.02% of shares outstanding; change 0.02)
Holder of FFIC: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 361805 (value 5778025; 0.01% of shares outstanding; change 0.00)
Holder of FFIC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 529685 (value 8459069; 0.02% of shares outstanding; change 0.06)
Holder of FFIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1407494 (value 45996904; 0.01% of shares outstanding; change 0.01)
Holder of FFIN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2761497 (value 90245722; 0.02% of shares outstanding; change -0.04)
Holder of FFIN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1781024 (value 58203864; 0.01% of shares outstanding; change -0.03)
Holder of FFIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3860530 (value 126162121; 0.03% of shares outstanding; change 0.00)
Holder of FFIN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1316296 (value 43556234; 0.01% of shares outstanding; change 0.01)
Holder of FFIN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1729131 (value 58185260; 0.01% of shares outstanding; change 1.14)
Holder of FFIN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 2298479 (value 81182277; 0.02% of shares outstanding; change -0.04)
Holder of FFIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1453585 (value 50410328; 0.01% of shares outstanding; change 0.03)
Holder of FFIN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2806562 (value 97331571; 0.02% of shares outstanding; change 0.02)
Holder of FFIN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1787581 (value 61993309; 0.01% of shares outstanding; change 0.00)
Holder of FFIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3908343 (value 135541336; 0.03% of shares outstanding; change 0.01)
Holder of FFIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3279055 (value 107159518; 0.02% of shares outstanding; change 0.01)
Holder of FFIN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1729131 (value 59966263; 0.01% of shares outstanding; change 0.00)
Holder of FFIN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1330960 (value 46157693; 0.01% of shares outstanding; change 0.01)
Holder of FFIN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1153555 (value 38817127; 0.01% of shares outstanding; change 0.05)
Holder of FFIN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4394917 (value 145427804; 0.03% of shares outstanding; change 0.02)
Holder of FFIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3150800 (value 111695862; 0.02% of shares outstanding; change -0.04)
Holder of FFIN: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1106580 (value 39228261; 0.01% of shares outstanding; change 0.01)
Holder of FFIN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4421551 (value 153339390; 0.03% of shares outstanding; change 0.01)
Holder of FFIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3188612 (value 110581065; 0.02% of shares outstanding; change 0.01)
Holder of FFIN: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1099479 (value 37997995; 0.01% of shares outstanding; change -0.01)
Holder of FFIN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 2660276 (value 92258372; 0.02% of shares outstanding; change 0.16)
Holder of FFIN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1208633 (value 41915392; 0.01% of shares outstanding; change 0.13)
Holder of FFIV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1453384 (value 557300112; 0.03% of shares outstanding; change 0.02)
Holder of FFIV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1318149 (value 505444250; 0.02% of shares outstanding; change -0.03)
Holder of FFIV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 849928 (value 325904901; 0.02% of shares outstanding; change -0.02)
Holder of FFIV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1829416 (value 701489587; 0.03% of shares outstanding; change 0.01)
Holder of FFIV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2674200 (value 1046334204; 0.05% of shares outstanding; change 0.16)
Holder of FFIV: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 771725 (value 302678255; 0.01% of shares outstanding; change 0.03)
Holder of FFIV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 721792 (value 276771151; 0.01% of shares outstanding; change -0.02)
Holder of FFIV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1435910 (value 563178248; 0.03% of shares outstanding; change -0.01)
Holder of FFIV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1303270 (value 511155515; 0.02% of shares outstanding; change -0.01)
Holder of FFIV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 829881 (value 325487619; 0.01% of shares outstanding; change -0.02)
Holder of FFIV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1789885 (value 702010780; 0.03% of shares outstanding; change -0.02)
Holder of FFIV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 724288 (value 283392157; 0.01% of shares outstanding; change 0.00)
Holder of FFIV: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 1014426 (value 399024473; 0.02% of shares outstanding; change 0.00)
Holder of FFIV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 670924 (value 265793254; 0.01% of shares outstanding; change 0.03)
Holder of FFIV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 1951200 (value 765280135; 0.03% of shares outstanding; change -0.27)
Holder of FFIV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 731146 (value 310137504; 0.01% of shares outstanding; change 0.01)
Holder of FFIV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 723276 (value 283676073; 0.01% of shares outstanding; change 0.00)
Holder of FFIV: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 1032570 (value 404984270; 0.02% of shares outstanding; change 0.02)
Holder of FFIV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 677557 (value 291613767; 0.01% of shares outstanding; change 0.01)
Holder of FFIV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 744742 (value 292095253; 0.01% of shares outstanding; change 0.02)
Holder of FFIV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 681022 (value 267103632; 0.01% of shares outstanding; change 0.01)
Holder of FFU.V: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-03-31: 2149333 (value 268666; 0.03% of shares outstanding; change 1.00)
Holder of FFU.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-03-31: 986612 (value 123326; 0.01% of shares outstanding; change 1.00)
Holder of FG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 394174 (value 10926503; 0.00% of shares outstanding; change 0.71)
Holder of FG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 702589 (value 19475766; 0.01% of shares outstanding; change 0.46)
Holder of FG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 453930 (value 12582939; 0.00% of shares outstanding; change 0.48)
Holder of FG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1120966 (value 31073176; 0.01% of shares outstanding; change 0.82)
Holder of FG: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 573910 (value 15679221; 0.00% of shares outstanding; change 0.20)
Holder of FG: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 424600 (value 12589389; 0.00% of shares outstanding; change 1.00)
Holder of FG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 365341 (value 9981116; 0.00% of shares outstanding; change 0.01)
Holder of FG: Delaware VIP Trust-Nomura VIP Small Cap Value Series
Shares held as of 2026-03-31: 408600 (value 12114989; 0.00% of shares outstanding; change 1.00)
Holder of FG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 423454 (value 12555410; 0.00% of shares outstanding; change 0.07)
Holder of FG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 940222 (value 27877581; 0.01% of shares outstanding; change 0.34)
Holder of FG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 597497 (value 17715785; 0.00% of shares outstanding; change 0.32)
Holder of FG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1322666 (value 39217046; 0.01% of shares outstanding; change 0.18)
Holder of FG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 925106 (value 25643937; 0.01% of shares outstanding; change 0.00)
Holder of FG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 300574 (value 8331911; 0.00% of shares outstanding; change -0.02)
Holder of FG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 598808 (value 16652850; 0.00% of shares outstanding; change 0.09)
Holder of FG: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 637070 (value 18889125; 0.00% of shares outstanding; change 0.11)
Holder of FG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 368997 (value 11844803; 0.00% of shares outstanding; change 0.01)
Holder of FG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 889013 (value 24243384; 0.01% of shares outstanding; change -0.04)
Holder of FG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 668801 (value 18238203; 0.01% of shares outstanding; change 0.12)
Holder of FG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 875498 (value 25958515; 0.01% of shares outstanding; change -0.02)
Holder of FG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 724086 (value 21469149; 0.01% of shares outstanding; change 0.08)
Holder of FG: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 861055 (value 25530280; 0.01% of shares outstanding; change 1.00)
Holder of FGBI: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 47753 (value 464159; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 62067 (value 593360; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 191786 (value 1833474; 0.01% of shares outstanding; change 0.00)
Holder of FGBI: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 22972 (value 213409; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 14256 (value 132438; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 47753 (value 443625; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 35089 (value 341065; 0.00% of shares outstanding; change 0.05)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 8053 (value 78275; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9196 (value 89385; 0.00% of shares outstanding; change 0.05)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11502 (value 111799; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 64468 (value 598907; 0.00% of shares outstanding; change 0.04)
Holder of FGBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 191786 (value 1781691; 0.01% of shares outstanding; change 0.00)
Holder of FGBI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 16825 (value 167240; 0.00% of shares outstanding; change -0.01)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 34961 (value 351707; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 8053 (value 81013; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9196 (value 92511; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11502 (value 119505; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 16936 (value 170376; 0.00% of shares outstanding; change 0.01)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 34961 (value 324787; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 8053 (value 74812; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9196 (value 85430; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11502 (value 106853; 0.00% of shares outstanding; change 0.00)
Holder of FGBI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 16714 (value 155273; 0.00% of shares outstanding; change -0.01)
Holder of FGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3373 (value 21452; 0.00% of shares outstanding; change 0.00)
Holder of FGI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 209 (value 978; 0.00% of shares outstanding; change 1.00)
Holder of FGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 5267 (value 31285; 0.00% of shares outstanding; change 0.24)
Holder of FGI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 677 (value 4021; 0.00% of shares outstanding; change 0.00)
Holder of FGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3373 (value 14318; 0.00% of shares outstanding; change 0.00)
Holder of FGI: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 607 (value 2576; 0.00% of shares outstanding; change 1.00)
Holder of FGI: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 1680 (value 7131; 0.00% of shares outstanding; change 1.00)
Holder of FGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 5267 (value 23385; 0.00% of shares outstanding; change 0.00)
Holder of FGI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 677 (value 3005; 0.00% of shares outstanding; change 0.00)
Holder of FGI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1490 (value 6973; 0.00% of shares outstanding; change 1.00)
Holder of FGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4191 (value 17790; 0.00% of shares outstanding; change -0.20)
Holder of FGI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 677 (value 2873; 0.00% of shares outstanding; change 0.00)
Holder of FGI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1490 (value 6325; 0.00% of shares outstanding; change 0.00)
Holder of FGMC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 12454 (value 130019; 0.00% of shares outstanding; change -0.17)
Holder of FGMC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 19290 (value 201387; 0.00% of shares outstanding; change -0.17)
Holder of FGMC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 227688 (value 2377062; 0.02% of shares outstanding; change -0.17)
Holder of FGMC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1043999; 0.01% of shares outstanding; change 1.00)
Holder of FGMC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 54415 (value 568092; 0.01% of shares outstanding; change -0.17)
Holder of FGMC: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 24393 (value 202461; 0.00% of shares outstanding; change 0.00)
Holder of FGMC: AQR Funds-AQR Diversified Arbitrage Fund
Shares held as of 2026-03-31: 179188 (value 1487260; 0.02% of shares outstanding; change 0.00)
Holder of FGMC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1050 (value 10961; 0.00% of shares outstanding; change 0.00)
Holder of FGMC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 12454 (value 103368; 0.00% of shares outstanding; change 0.00)
Holder of FGMC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 19290 (value 160107; 0.00% of shares outstanding; change 0.00)
Holder of FGMC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 227688 (value 1889810; 0.02% of shares outstanding; change 0.00)
Holder of FGMC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 830000; 0.01% of shares outstanding; change 0.00)
Holder of FGMC: RiverPark Funds Trust-RiverPark Short Term High Yield Fund
Shares held as of 2026-03-31: 34654 (value 287628; 0.00% of shares outstanding; change 0.00)
Holder of FGMC: TRT for Professional Managers-CrossingBridge Ultra-Short Duration ETF
Shares held as of 2026-03-31: 26250 (value 217875; 0.00% of shares outstanding; change 0.00)
Holder of FGMC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 54415 (value 451644; 0.01% of shares outstanding; change 0.00)
Holder of FGMC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1050 (value 10636; 0.00% of shares outstanding; change 0.00)
Holder of FGMC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1050 (value 8715; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 93815 (value 817128; 0.02% of shares outstanding; change 55.24)
Holder of FGNX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 335613 (value 2923189; 0.05% of shares outstanding; change 111.62)
Holder of FGNX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 5557 (value 48401; 0.00% of shares outstanding; change 1.00)
Holder of FGNX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 4582 (value 39909; 0.00% of shares outstanding; change 1.00)
Holder of FGNX: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 759 (value 4053; 0.00% of shares outstanding; change 1.00)
Holder of FGNX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 5000 (value 32750; 0.00% of shares outstanding; change 1.00)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 40293 (value 251831; 0.01% of shares outstanding; change -0.12)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5241 (value 32756; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12762 (value 79762; 0.00% of shares outstanding; change 0.02)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 15241 (value 95256; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 75014 (value 491341; 0.01% of shares outstanding; change -0.20)
Holder of FGNX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 335613 (value 2198265; 0.06% of shares outstanding; change 0.00)
Holder of FGNX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 5556 (value 36391; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 4582 (value 30012; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 40146 (value 201934; 0.01% of shares outstanding; change 0.00)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5241 (value 26362; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12762 (value 64192; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 15241 (value 81386; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 635 (value 4159; 0.00% of shares outstanding; change -0.16)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 36949 (value 242015; 0.01% of shares outstanding; change -0.08)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5241 (value 34328; 0.00% of shares outstanding; change 0.00)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10346 (value 67766; 0.00% of shares outstanding; change -0.19)
Holder of FGNX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 15241 (value 99828; 0.00% of shares outstanding; change 0.00)
Holder of FGR.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 715246 (value 89369985; 0.01% of shares outstanding; change 0.06)
Holder of FGR.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 402573 (value 52314360; 0.00% of shares outstanding; change 0.00)
Holder of FGR.PA: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 284086 (value 36916974; 0.00% of shares outstanding; change 0.00)
Holder of FGR.PA: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 278473 (value 36187565; 0.00% of shares outstanding; change 0.12)
Holder of FGR.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1084954 (value 140989768; 0.01% of shares outstanding; change 0.03)
Holder of FGR.PA: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 240758 (value 29203946; 0.00% of shares outstanding; change 0.03)
Holder of FGR.PA: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 322980 (value 39177474; 0.00% of shares outstanding; change -0.10)
Holder of FGR.PA: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 787359 (value 95506649; 0.01% of shares outstanding; change -0.48)
Holder of FGR.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 733445 (value 88966880; 0.01% of shares outstanding; change 0.03)
Holder of FGR.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 402573 (value 48832106; 0.00% of shares outstanding; change 0.00)
Holder of FGR.PA: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 284086 (value 34459632; 0.00% of shares outstanding; change 0.00)
Holder of FGR.PA: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 310206 (value 37627988; 0.00% of shares outstanding; change 0.11)
Holder of FGR.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 255516 (value 33204303; 0.00% of shares outstanding; change 0.01)
Holder of FGR.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1106852 (value 134261150; 0.01% of shares outstanding; change 0.02)
Holder of FGR.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 492161 (value 62086110; 0.01% of shares outstanding; change 0.01)
Holder of FGR.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 258228 (value 31323057; 0.00% of shares outstanding; change 0.01)
Holder of FGR.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 495831 (value 60144301; 0.01% of shares outstanding; change 0.01)
Holder of FGRMC.PA: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 240758 (value 33453323; 0.00% of shares outstanding; change 0.03)
Holder of FGRMC.PA: Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core
Shares held as of 2026-03-31: 322980 (value 44878070; 0.00% of shares outstanding; change -0.10)
Holder of FGRMC.PA: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 787359 (value 109403530; 0.01% of shares outstanding; change -0.48)
Holder of FGRMC.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 733445 (value 101912180; 0.01% of shares outstanding; change 0.03)
Holder of FGRMC.PA: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 402573 (value 55937517; 0.00% of shares outstanding; change 0.00)
Holder of FGRMC.PA: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 284086 (value 39473748; 0.00% of shares outstanding; change 0.00)
Holder of FGRMC.PA: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 310206 (value 43103122; 0.00% of shares outstanding; change 0.11)
Holder of FGRMC.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1106852 (value 153797082; 0.01% of shares outstanding; change 0.02)
Holder of FGRMC.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 492161 (value 71068045; 0.01% of shares outstanding; change 0.01)
Holder of FGRMC.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 258228 (value 35880779; 0.00% of shares outstanding; change 0.01)
Holder of FGRMC.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 495831 (value 68895715; 0.01% of shares outstanding; change 0.01)
Holder of FHB: John Hancock Variable Insurance Trust-Fundamental All Cap Core Trust
Shares held as of 2025-12-31: 2064337 (value 55695811; 0.02% of shares outstanding; change -0.24)
Holder of FHB: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 4091986 (value 110401780; 0.03% of shares outstanding; change -0.10)
Holder of FHB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1332014 (value 35937737; 0.01% of shares outstanding; change 0.00)
Holder of FHB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2805871 (value 75702398; 0.02% of shares outstanding; change -0.05)
Holder of FHB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1810196 (value 48839087; 0.01% of shares outstanding; change -0.04)
Holder of FHB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3933188 (value 106117410; 0.03% of shares outstanding; change -0.02)
Holder of FHB: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 2391728 (value 64528820; 0.02% of shares outstanding; change -0.12)
Holder of FHB: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2026-03-31: 1478564 (value 41562434; 0.01% of shares outstanding; change -0.21)
Holder of FHB: John Hancock Variable Insurance Trust-Fundamental All Cap Core Trust
Shares held as of 2026-03-31: 1372853 (value 38590898; 0.01% of shares outstanding; change -0.34)
Holder of FHB: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 3916986 (value 110106478; 0.03% of shares outstanding; change -0.04)
Holder of FHB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1368470 (value 38782440; 0.01% of shares outstanding; change 0.03)
Holder of FHB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2826054 (value 79440379; 0.02% of shares outstanding; change 0.01)
Holder of FHB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1801443 (value 50638563; 0.01% of shares outstanding; change 0.00)
Holder of FHB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3849090 (value 108197922; 0.03% of shares outstanding; change -0.02)
Holder of FHB: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 2266728 (value 63717725; 0.02% of shares outstanding; change -0.05)
Holder of FHB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1506604 (value 42350639; 0.01% of shares outstanding; change 0.23)
Holder of FHB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1898990 (value 54482024; 0.02% of shares outstanding; change 0.05)
Holder of FHB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7493743 (value 212372677; 0.06% of shares outstanding; change 0.02)
Holder of FHB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 1757481 (value 52952901; 0.01% of shares outstanding; change -0.07)
Holder of FHB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7449580 (value 209407698; 0.06% of shares outstanding; change -0.01)
Holder of FHB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 2287915 (value 64313292; 0.02% of shares outstanding; change 0.30)
Holder of FHI: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 1000823 (value 56106138; 0.01% of shares outstanding; change 0.00)
Holder of FHI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 794357 (value 44531654; 0.01% of shares outstanding; change 0.01)
Holder of FHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1671141 (value 93684166; 0.02% of shares outstanding; change -0.06)
Holder of FHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1077764 (value 60419451; 0.01% of shares outstanding; change -0.05)
Holder of FHI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2273937 (value 127476911; 0.03% of shares outstanding; change -0.03)
Holder of FHI: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 2100210 (value 126096610; 0.03% of shares outstanding; change 0.00)
Holder of FHI: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 2277899 (value 131935905; 0.03% of shares outstanding; change 0.08)
Holder of FHI: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 2525817 (value 147128840; 0.03% of shares outstanding; change -0.05)
Holder of FHI: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1000823 (value 57967666; 0.01% of shares outstanding; change 0.00)
Holder of FHI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 824485 (value 47754169; 0.01% of shares outstanding; change 0.04)
Holder of FHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1698284 (value 98364606; 0.02% of shares outstanding; change 0.02)
Holder of FHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1081580 (value 62645111; 0.01% of shares outstanding; change 0.00)
Holder of FHI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2327798 (value 134826055; 0.03% of shares outstanding; change 0.02)
Holder of FHI: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 820000 (value 47494398; 0.01% of shares outstanding; change -0.10)
Holder of FHI: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 2486817 (value 144036436; 0.03% of shares outstanding; change -0.02)
Holder of FHI: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2091045 (value 121113322; 0.03% of shares outstanding; change 0.00)
Holder of FHI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2492103 (value 149625866; 0.03% of shares outstanding; change 0.02)
Holder of FHI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2507157 (value 145214528; 0.03% of shares outstanding; change 0.01)
Holder of FHN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5302378 (value 128476616; 0.01% of shares outstanding; change -0.03)
Holder of FHN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 11175438 (value 270780857; 0.02% of shares outstanding; change -0.07)
Holder of FHN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 7204360 (value 174561639; 0.02% of shares outstanding; change -0.06)
Holder of FHN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15369765 (value 372409398; 0.03% of shares outstanding; change -0.04)
Holder of FHN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 3817933 (value 94722915; 0.01% of shares outstanding; change 0.00)
Holder of FHN: BNY Mellon Advantage Funds, Inc.-BNY Mellon Dynamic Value Fund
Shares held as of 2026-02-28: 4795621 (value 122432207; 0.01% of shares outstanding; change -0.29)
Holder of FHN: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-03-31: 3365507 (value 81546233; 0.01% of shares outstanding; change 0.00)
Holder of FHN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5412777 (value 138188200; 0.01% of shares outstanding; change 0.02)
Holder of FHN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 11141992 (value 284455063; 0.02% of shares outstanding; change 0.00)
Holder of FHN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 7094755 (value 181129100; 0.01% of shares outstanding; change -0.02)
Holder of FHN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15270268 (value 389849952; 0.03% of shares outstanding; change -0.01)
Holder of FHN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 3817933 (value 97471832; 0.01% of shares outstanding; change 0.00)