speb/financial-data huggingface dataset:
Holder of POWI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1301218 (value 106869030; 0.02% of shares outstanding; change -0.04)
Holder of POWI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-05-31: 1060265 (value 76413298; 0.02% of shares outstanding; change 0.06)
Holder of POWI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3366679 (value 213649446; 0.06% of shares outstanding; change 0.00)
Holder of POWI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1321861 (value 83885297; 0.02% of shares outstanding; change 0.02)
Holder of POWI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1131076 (value 71778081; 0.02% of shares outstanding; change -0.49)
Holder of POWI: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 982120 (value 62325334; 0.02% of shares outstanding; change -0.07)
Holder of POWL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 304608 (value 86636611; 0.01% of shares outstanding; change 0.01)
Holder of POWL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 915921 (value 260506263; 0.03% of shares outstanding; change 0.00)
Holder of POWL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 269907 (value 76766952; 0.01% of shares outstanding; change 0.00)
Holder of POWL: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 298875 (value 69401765; 0.01% of shares outstanding; change 0.05)
Holder of POWL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 280533 (value 82154090; 0.01% of shares outstanding; change 0.01)
Holder of POWL: SmallCap World Fund Inc
Shares held as of 2026-03-31: 287541 (value 66769897; 0.01% of shares outstanding; change 0.48)
Holder of POWL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 317277 (value 73674894; 0.01% of shares outstanding; change 0.04)
Holder of POWL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 336312 (value 78095011; 0.01% of shares outstanding; change 1.00)
Holder of POWL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 925536 (value 214918720; 0.03% of shares outstanding; change 0.01)
Holder of POWL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 700641 (value 199276322; 0.02% of shares outstanding; change 0.01)
Holder of POWL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 283433 (value 65815978; 0.01% of shares outstanding; change 0.01)
Holder of POWL: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 922866 (value 262896832; 0.03% of shares outstanding; change 0.08)
Holder of POWL: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 601359 (value 171309135; 0.02% of shares outstanding; change 0.01)
Holder of POWL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1731185 (value 514508203; 0.05% of shares outstanding; change 0.01)
Holder of POWL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 675197 (value 197731445; 0.02% of shares outstanding; change -0.04)
Holder of POWL: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 950032 (value 220606937; 0.03% of shares outstanding; change 0.03)
Holder of POWL: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 607474 (value 141413868; 0.02% of shares outstanding; change 0.01)
Holder of POWL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1723788 (value 400280823; 0.05% of shares outstanding; change 0.00)
Holder of POWL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 685785 (value 159246139; 0.02% of shares outstanding; change 0.02)
Holder of POWL: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 334761 (value 77734854; 0.01% of shares outstanding; change -0.45)
Holder of POWW: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 772957 (value 1538184; 0.02% of shares outstanding; change 0.06)
Holder of POWW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1105588 (value 2277511; 0.02% of shares outstanding; change 0.11)
Holder of POWW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2737910 (value 5640094; 0.05% of shares outstanding; change 0.00)
Holder of POWW: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 1667543 (value 3893712; 0.03% of shares outstanding; change 0.00)
Holder of POWW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 851064 (value 1987234; 0.02% of shares outstanding; change 0.00)
Holder of POWW: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 518572 (value 1068258; 0.01% of shares outstanding; change 0.01)
Holder of POWW: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 632957 (value 1303891; 0.01% of shares outstanding; change -0.18)
Holder of POWW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 557230 (value 1108887; 0.01% of shares outstanding; change 0.00)
Holder of POWW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1158529 (value 2386569; 0.02% of shares outstanding; change 0.05)
Holder of POWW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2737910 (value 5640094; 0.05% of shares outstanding; change 0.00)
Holder of POWW: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 4000000 (value 8239999; 0.08% of shares outstanding; change 0.00)
Holder of POWW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2482382 (value 5113706; 0.05% of shares outstanding; change 0.15)
Holder of POWW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 897655 (value 1849169; 0.02% of shares outstanding; change 0.23)
Holder of POWW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 555202 (value 1296396; 0.01% of shares outstanding; change 0.00)
Holder of POWW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1035260 (value 2132635; 0.02% of shares outstanding; change 0.22)
Holder of POWW: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 1765554 (value 3637041; 0.03% of shares outstanding; change 0.06)
Holder of POWW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2385226 (value 5569502; 0.05% of shares outstanding; change -0.04)
Holder of POWW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 887410 (value 2072102; 0.02% of shares outstanding; change -0.01)
Holder of POWW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 555202 (value 1143716; 0.01% of shares outstanding; change 0.00)
Holder of POWW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2407910 (value 4960294; 0.05% of shares outstanding; change 0.01)
Holder of POWW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 894923 (value 1843541; 0.02% of shares outstanding; change 0.01)
Holder of POWWP: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 24133 (value 594275; 0.02% of shares outstanding; change -0.18)
Holder of PP9.DE: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 24540452 (value 732777911; 0.03% of shares outstanding; change 0.09)
Holder of PP9.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 11662528 (value 348243093; 0.02% of shares outstanding; change 0.00)
Holder of PP9.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9447062 (value 282089277; 0.01% of shares outstanding; change 0.00)
Holder of PP9.DE: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 12110552 (value 388385398; 0.02% of shares outstanding; change -0.51)
Holder of PP9.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 12328591 (value 395377909; 0.02% of shares outstanding; change -0.31)
Holder of PP9.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18798880 (value 602880075; 0.03% of shares outstanding; change 0.01)
Holder of PP9.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 15414147 (value 494331689; 0.02% of shares outstanding; change 0.01)
Holder of PP9.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 22668457 (value 726977409; 0.03% of shares outstanding; change 0.02)
Holder of PP9.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 12315378 (value 394954168; 0.02% of shares outstanding; change 0.06)
Holder of PP9.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 12289157 (value 366954235; 0.02% of shares outstanding; change -0.03)
Holder of PP9.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8824478 (value 263498918; 0.01% of shares outstanding; change 0.03)
Holder of PP9.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9568226 (value 285707234; 0.01% of shares outstanding; change 0.01)
Holder of PP9.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9466494 (value 303590459; 0.01% of shares outstanding; change 0.00)
Holder of PP9.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9746210 (value 312560951; 0.01% of shares outstanding; change 0.02)
Holder of PP9.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 12291738 (value 394196033; 0.02% of shares outstanding; change 0.02)
Holder of PP9.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 9093092 (value 291615457; 0.01% of shares outstanding; change 0.02)
Holder of PPBT: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 10 (value 14; 0.00% of shares outstanding; change 0.00)
Holder of PPC: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 537077 (value 15204649; 0.00% of shares outstanding; change 0.00)
Holder of PPC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 459145 (value 12998394; 0.00% of shares outstanding; change 0.01)
Holder of PPC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1075877 (value 30458077; 0.00% of shares outstanding; change -0.04)
Holder of PPC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 695138 (value 19679356; 0.00% of shares outstanding; change -0.04)
Holder of PPC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1499494 (value 42450674; 0.01% of shares outstanding; change 0.00)
Holder of PPC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 684324 (value 18716261; 0.00% of shares outstanding; change 0.55)
Holder of PPC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 547689 (value 14979294; 0.00% of shares outstanding; change 0.34)
Holder of PPC: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 444969 (value 12761711; 0.00% of shares outstanding; change 0.03)
Holder of PPC: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 477672 (value 13699633; 0.00% of shares outstanding; change -0.11)
Holder of PPC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 476427 (value 13663926; 0.00% of shares outstanding; change 0.04)
Holder of PPC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1094671 (value 31395164; 0.00% of shares outstanding; change 0.02)
Holder of PPC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 697472 (value 20003497; 0.00% of shares outstanding; change 0.00)
Holder of PPC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1509436 (value 43290624; 0.01% of shares outstanding; change 0.01)
Holder of PPC: VANGUARD TAX-Mnged Fd.S-Vanguard Tax-Mnged Capital Appreciation Fd.
Shares held as of 2026-03-31: 399931 (value 11470021; 0.00% of shares outstanding; change 0.51)
Holder of PPC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 846726 (value 24284101; 0.00% of shares outstanding; change 0.24)
Holder of PPC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 690061 (value 19790949; 0.00% of shares outstanding; change 0.26)
Holder of PPC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1448506 (value 39573183; 0.01% of shares outstanding; change 0.02)
Holder of PPC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1457384 (value 41797773; 0.01% of shares outstanding; change 0.01)
Holder of PPG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5656645 (value 639087771; 0.03% of shares outstanding; change 0.02)
Holder of PPG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7039950 (value 795373574; 0.03% of shares outstanding; change -0.01)
Holder of PPG: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 4627995 (value 548648821; 0.02% of shares outstanding; change 0.00)
Holder of PPG: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 2879305 (value 341341616; 0.01% of shares outstanding; change 0.14)
Holder of PPG: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 3116100 (value 369413664; 0.01% of shares outstanding; change 0.40)
Holder of PPG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2865761 (value 323773687; 0.01% of shares outstanding; change 0.00)
Holder of PPG: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 5065897 (value 587644052; 0.02% of shares outstanding; change -0.16)
Holder of PPG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5703105 (value 661560180; 0.03% of shares outstanding; change 0.01)
Holder of PPG: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4826611 (value 559886876; 0.02% of shares outstanding; change -0.01)
Holder of PPG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7092798 (value 822764568; 0.03% of shares outstanding; change 0.01)
Holder of PPG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2875661 (value 340909620; 0.01% of shares outstanding; change 0.00)
Holder of PPG: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 4627995 (value 536847420; 0.02% of shares outstanding; change 0.00)
Holder of PPG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2676253 (value 304557599; 0.01% of shares outstanding; change 0.03)
Holder of PPG: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 2812790 (value 326283640; 0.01% of shares outstanding; change -0.02)
Holder of PPG: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 3554900 (value 412368400; 0.02% of shares outstanding; change 0.14)
Holder of PPG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2902523 (value 344094110; 0.01% of shares outstanding; change 0.01)
Holder of PPG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2871655 (value 333111980; 0.01% of shares outstanding; change 0.00)
Holder of PPG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2702383 (value 315530244; 0.01% of shares outstanding; change 0.01)
Holder of PPG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2956495 (value 342953420; 0.01% of shares outstanding; change 0.02)
Holder of PPG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2693894 (value 312491704; 0.01% of shares outstanding; change 0.00)
Holder of PPHC: Dunham Funds-Dunham Small Cap Value Fund
Shares held as of 2026-01-31: 36842 (value 333420; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: 360 Funds-M3Sixty Income and Opportunity Fund
Shares held as of 2026-02-28: 20000 (value 208199; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: Prudential Jennison Blend Fund, Inc.-PGIM Jennison Blend Fund
Shares held as of 2026-02-28: 92703 (value 833399; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: RBB Fund, Inc.-Boston Partners Long/Short Equity Fund
Shares held as of 2026-02-28: 29653 (value 266580; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund
Shares held as of 2026-03-31: 158673 (value 1426470; 0.01% of shares outstanding; change 1.00)
Holder of PPHC: Buffalo Funds-Buffalo Early Stage Growth Fund
Shares held as of 2026-03-31: 48666 (value 437507; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 20589 (value 213096; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 18059 (value 187994; 0.00% of shares outstanding; change 0.27)
Holder of PPHC: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 341792 (value 3072710; 0.01% of shares outstanding; change 1.53)
Holder of PPHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 60253 (value 541674; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 308069 (value 2769540; 0.01% of shares outstanding; change 1.00)
Holder of PPHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 82037 (value 854005; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: Dunham Funds-Dunham Small Cap Value Fund
Shares held as of 2026-04-30: 34698 (value 311935; 0.00% of shares outstanding; change -0.06)
Holder of PPHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22707 (value 205498; 0.00% of shares outstanding; change 0.10)
Holder of PPHC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 41197 (value 370361; 0.00% of shares outstanding; change 1.00)
Holder of PPHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 78859 (value 713673; 0.00% of shares outstanding; change -0.04)
Holder of PPHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 79601 (value 715612; 0.00% of shares outstanding; change 0.01)
Holder of PPHC.L: Dunham Funds-Dunham Small Cap Value Fund
Shares held as of 2026-01-31: 36842 (value 26526240; 0.00% of shares outstanding; change 1.00)
Holder of PPHC.L: 360 Funds-M3Sixty Income and Opportunity Fund
Shares held as of 2026-02-28: 20000 (value 16500000; 0.00% of shares outstanding; change 1.00)
Holder of PPHC.L: Prudential Jennison Blend Fund, Inc.-PGIM Jennison Blend Fund
Shares held as of 2026-02-28: 92703 (value 63501555; 0.00% of shares outstanding; change 1.00)
Holder of PPHC.L: RBB Fund, Inc.-Boston Partners Long/Short Equity Fund
Shares held as of 2026-02-28: 29653 (value 20312305; 0.00% of shares outstanding; change 1.00)
Holder of PPHC.L: ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund
Shares held as of 2026-03-31: 158673 (value 108691005; 0.01% of shares outstanding; change 1.00)
Holder of PPHC.L: Buffalo Funds-Buffalo Early Stage Growth Fund
Shares held as of 2026-03-31: 48666 (value 33336210; 0.00% of shares outstanding; change 1.00)
Holder of PPHC.L: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 20589 (value 16985925; 0.00% of shares outstanding; change 1.00)
Holder of PPHC.L: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 341792 (value 234127520; 0.01% of shares outstanding; change 1.53)
Holder of PPHC.L: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 60253 (value 41273305; 0.00% of shares outstanding; change 1.00)
Holder of PPHC.L: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 308069 (value 211027265; 0.01% of shares outstanding; change 1.00)
Holder of PPHC.L: Dunham Funds-Dunham Small Cap Value Fund
Shares held as of 2026-04-30: 34698 (value 23768130; 0.00% of shares outstanding; change -0.06)
Holder of PPHC.L: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22707 (value 16349040; 0.00% of shares outstanding; change 0.10)
Holder of PPHC.L: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 41197 (value 28219945; 0.00% of shares outstanding; change 1.00)
Holder of PPHC.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 78859 (value 56778480; 0.00% of shares outstanding; change -0.04)
Holder of PPHC.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 79601 (value 54526685; 0.00% of shares outstanding; change 0.01)
Holder of PPIH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 86137 (value 2643544; 0.01% of shares outstanding; change 0.07)
Holder of PPIH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 225099 (value 6908288; 0.03% of shares outstanding; change 0.04)
Holder of PPIH: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 102636 (value 2981575; 0.01% of shares outstanding; change 0.14)
Holder of PPIH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 45826 (value 1331245; 0.01% of shares outstanding; change 0.00)
Holder of PPIH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 74808 (value 2173172; 0.01% of shares outstanding; change -0.46)
Holder of PPIH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 57068 (value 1657825; 0.01% of shares outstanding; change 0.00)
Holder of PPIH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 52034 (value 1511587; 0.01% of shares outstanding; change 0.00)
Holder of PPIH: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 81001 (value 2033935; 0.01% of shares outstanding; change -0.11)
Holder of PPIH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 91140 (value 2288525; 0.01% of shares outstanding; change 0.06)
Holder of PPIH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 225099 (value 5652236; 0.03% of shares outstanding; change 0.00)
Holder of PPIH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 123722 (value 3853940; 0.02% of shares outstanding; change -0.07)
Holder of PPIH: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-04-30: 60476 (value 1518552; 0.01% of shares outstanding; change -0.41)
Holder of PPIH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 45918 (value 1153001; 0.01% of shares outstanding; change -0.39)
Holder of PPIH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 61684 (value 1548885; 0.01% of shares outstanding; change 0.08)
Holder of PPIH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 55107 (value 1383736; 0.01% of shares outstanding; change 0.06)
Holder of PPIH: Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET
Shares held as of 2026-04-30: 46754 (value 1456387; 0.01% of shares outstanding; change 0.02)
Holder of PPIH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 100301 (value 2913743; 0.01% of shares outstanding; change -0.19)
Holder of PPIH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 41854 (value 1050953; 0.01% of shares outstanding; change -0.01)
Holder of PPIH: Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET
Shares held as of 2026-05-31: 46664 (value 1186198; 0.01% of shares outstanding; change 0.00)
Holder of PPIH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 58458 (value 1467880; 0.01% of shares outstanding; change -0.42)
Holder of PPIH: Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET
Shares held as of 2026-06-30: 46582 (value 1169674; 0.01% of shares outstanding; change 0.00)
Holder of PPL: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 24540452 (value 868486581; 0.03% of shares outstanding; change 0.09)
Holder of PPL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 18653049 (value 660131392; 0.02% of shares outstanding; change 0.02)
Holder of PPL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 22142620 (value 783627308; 0.03% of shares outstanding; change 0.00)
Holder of PPL: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 11662528 (value 412620253; 0.02% of shares outstanding; change 0.00)
Holder of PPL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9447062 (value 334331518; 0.01% of shares outstanding; change 0.00)
Holder of PPL: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 12110552 (value 438644208; 0.02% of shares outstanding; change -0.51)
Holder of PPL: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 12328591 (value 446541581; 0.02% of shares outstanding; change -0.31)
Holder of PPL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18798880 (value 680895456; 0.03% of shares outstanding; change 0.01)
Holder of PPL: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 15414147 (value 558300423; 0.02% of shares outstanding; change 0.01)
Holder of PPL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 22668457 (value 821051540; 0.03% of shares outstanding; change 0.02)
Holder of PPL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 9479628 (value 335389248; 0.01% of shares outstanding; change 0.00)
Holder of PPL: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 12315378 (value 446063006; 0.02% of shares outstanding; change 0.06)
Holder of PPL: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 12289157 (value 439214491; 0.02% of shares outstanding; change -0.03)
Holder of PPL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8824478 (value 315386858; 0.01% of shares outstanding; change 0.03)
Holder of PPL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9568226 (value 338523846; 0.01% of shares outstanding; change 0.01)
Holder of PPL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9466494 (value 342876424; 0.01% of shares outstanding; change 0.00)
Holder of PPL: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 12037193 (value 430690750; 0.02% of shares outstanding; change -0.02)
Holder of PPL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8910908 (value 318832277; 0.01% of shares outstanding; change 0.01)
Holder of PPL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9746210 (value 353007738; 0.01% of shares outstanding; change 0.02)
Holder of PPL: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 12291738 (value 445206765; 0.02% of shares outstanding; change 0.02)
Holder of PPL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 9093092 (value 329351803; 0.01% of shares outstanding; change 0.02)
Holder of PPL.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5475993 (value 360703673; 0.01% of shares outstanding; change 0.02)
Holder of PPL.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1976653 (value 129470771; 0.00% of shares outstanding; change -0.02)
Holder of PPL.TO: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-01-31: 1379965 (value 90387707; 0.00% of shares outstanding; change -0.12)
Holder of PPL.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1289348 (value 84452294; 0.00% of shares outstanding; change 0.01)
Holder of PPL.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8503797 (value 556998703; 0.01% of shares outstanding; change 0.01)
Holder of PPL.TO: NEW YORK LIFE INVESTMENTS FUNDS TRUST-NYLI Cushing MLP Premier Fund
Shares held as of 2026-02-28: 1280000 (value 83840000; 0.00% of shares outstanding; change 0.04)
Holder of PPL.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 2616909 (value 172375803; 0.00% of shares outstanding; change 0.03)
Holder of PPL.TO: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-03-31: 3608572 (value 242748626; 0.01% of shares outstanding; change 0.04)
Holder of PPL.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5612000 (value 406533293; 0.01% of shares outstanding; change 0.02)
Holder of PPL.TO: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 1420434 (value 102896242; 0.00% of shares outstanding; change 0.23)
Holder of PPL.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 2736147 (value 179217628; 0.00% of shares outstanding; change 0.05)
Holder of PPL.TO: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 3270962 (value 215458275; 0.01% of shares outstanding; change 0.05)
Holder of PPL.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 2065182 (value 149601789; 0.00% of shares outstanding; change 0.04)
Holder of PPL.TO: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-04-30: 1379965 (value 99964667; 0.00% of shares outstanding; change 0.00)
Holder of PPL.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1339451 (value 97029833; 0.00% of shares outstanding; change 0.04)
Holder of PPL.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8490908 (value 615081396; 0.01% of shares outstanding; change 0.00)
Holder of PPL.TO: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-04-30: 2040896 (value 133678688; 0.00% of shares outstanding; change 0.00)
Holder of PPL.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 2799442 (value 202791585; 0.00% of shares outstanding; change 0.02)
Holder of PPL.TO: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 3322739 (value 238605879; 0.01% of shares outstanding; change 0.02)
Holder of PPL.TO: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-05-31: 2091864 (value 151534633; 0.00% of shares outstanding; change 0.03)
Holder of PPL.TO: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 3319234 (value 240445319; 0.01% of shares outstanding; change 0.00)
Holder of PPL.TO: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 3554062 (value 257456259; 0.01% of shares outstanding; change -0.02)
Holder of PPLC: Columbia Funds Series Trust II-Columbia Dividend Opportunity Fund
Shares held as of 2026-02-28: 235950 (value 11311442; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Columbia Funds Series Trust-Columbia Convertible Securities Fund
Shares held as of 2026-02-28: 162000 (value 7766279; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Franklin Custodian Funds-FRANKLIN INCOME FUND
Shares held as of 2026-03-31: 1000000 (value 48560001; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: John Hancock Funds II-Strategic Income Opportunities Fund
Shares held as of 2026-03-31: 114095 (value 5482264; 0.00% of shares outstanding; change 0.00)
Holder of PPLC: John Hancock Premium Dividend Fund
Shares held as of 2026-03-31: 138985 (value 6678229; 0.00% of shares outstanding; change 0.00)
Holder of PPLC: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 175000 (value 8408749; 0.00% of shares outstanding; change 0.00)
Holder of PPLC: Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund
Shares held as of 2026-03-31: 169800 (value 8158889; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: SPDR SERIES TRT-State Street SPDR Bloomberg Convertible Securities ETF
Shares held as of 2026-03-31: 265700 (value 12737657; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-04-30: 550000 (value 26708000; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Calamos Convertible & High Income Fund
Shares held as of 2026-04-30: 410140 (value 19916398; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Calamos Convertible Opportunities & Income Fund
Shares held as of 2026-04-30: 385170 (value 18703855; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Calamos Dynamic Convertible & Income Fund
Shares held as of 2026-04-30: 324045 (value 15703220; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Calamos Strategic Total Return Fund
Shares held as of 2026-04-30: 420940 (value 20440846; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-04-30: 145862 (value 6992624; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Franklin Investors Securities TRT-FRANKLIN CONVERTIBLE SECURITIES Fd.
Shares held as of 2026-04-30: 669000 (value 32486640; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Franklin Investors Securities Trust-FRANKLIN EQUITY INCOME FUND
Shares held as of 2026-04-30: 475000 (value 23066000; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: John Hancock Premium Dividend Fund
Shares held as of 2026-04-30: 138985 (value 6662940; 0.00% of shares outstanding; change 0.00)
Holder of PPLC: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-04-30: 175000 (value 8389499; 0.00% of shares outstanding; change 0.00)
Holder of PPLC: Nuveen Real Asset Income and Growth Fund
Shares held as of 2026-04-30: 107400 (value 5145533; 0.00% of shares outstanding; change 0.19)
Holder of PPLC: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1587202 (value 76090461; 0.00% of shares outstanding; change 1.00)
Holder of PPLC: Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund
Shares held as of 2026-05-31: 233400 (value 11189195; 0.00% of shares outstanding; change 0.37)
Holder of PPLC: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 679077 (value 32975980; 0.00% of shares outstanding; change 0.06)
Holder of PPLC: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 1564071 (value 75951289; 0.00% of shares outstanding; change -0.01)
Holder of PPLC: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 392016 (value 19036297; 0.00% of shares outstanding; change 1.00)
Holder of PPLI: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 1125830 (value 48095458; 0.02% of shares outstanding; change 0.00)
Holder of PPLI: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-03-31: 1800000 (value 83700000; 0.03% of shares outstanding; change 0.00)
Holder of PPLI: Longleaf Partners Funds Trust-Longleaf Partners Fund
Shares held as of 2026-03-31: 2067799 (value 86206537; 0.03% of shares outstanding; change 0.07)
Holder of PPLI: Longleaf Partners Funds Trust-Longleaf Partners Global Fund
Shares held as of 2026-03-31: 1310395 (value 54630365; 0.02% of shares outstanding; change -0.06)
Holder of PPLI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 725931 (value 30264062; 0.01% of shares outstanding; change 0.03)
Holder of PPLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1474129 (value 61456435; 0.02% of shares outstanding; change 0.01)
Holder of PPLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 939795 (value 39180052; 0.01% of shares outstanding; change 0.00)
Holder of PPLI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2055404 (value 85689789; 0.03% of shares outstanding; change 0.04)
Holder of PPLI: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 1125830 (value 46935851; 0.02% of shares outstanding; change 0.00)
Holder of PPLI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3973403 (value 169743781; 0.06% of shares outstanding; change 0.02)
Holder of PPLI: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 606927 (value 25927922; 0.01% of shares outstanding; change -0.05)
Holder of PPLI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3951252 (value 164727690; 0.06% of shares outstanding; change -0.01)
Holder of PPLI: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 624178 (value 26021979; 0.01% of shares outstanding; change 0.03)
Holder of PPLI: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-06-30: 1575000 (value 65661747; 0.02% of shares outstanding; change -0.13)
Holder of PPP.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 500000 (value 579999; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 91272 (value 494694; 0.01% of shares outstanding; change 0.00)
Holder of PPSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 104865 (value 568368; 0.01% of shares outstanding; change 0.00)
Holder of PPSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 3944 (value 18102; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 6733 (value 30904; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 22466 (value 103118; 0.00% of shares outstanding; change 0.13)
Holder of PPSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 4039 (value 18539; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 50075 (value 210314; 0.00% of shares outstanding; change 0.06)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 13099 (value 55015; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11841 (value 49732; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 22659 (value 95167; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional U.S. Core Eqy. 2 Fd
Shares held as of 2026-03-31: 3909 (value 11648; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 91272 (value 271990; 0.01% of shares outstanding; change 0.00)
Holder of PPSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 104865 (value 312497; 0.01% of shares outstanding; change 0.00)
Holder of PPSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 3944 (value 11753; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 6733 (value 20064; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 22466 (value 66948; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 49893 (value 229008; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 13099 (value 60124; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11841 (value 54350; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 22659 (value 104004; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 49893 (value 148681; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 13099 (value 39035; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 11841 (value 35286; 0.00% of shares outstanding; change 0.00)
Holder of PPSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 22659 (value 67523; 0.00% of shares outstanding; change 0.00)
Holder of PPT: SIT MUTUAL FUNDS INC-Sit Balanced Fund
Shares held as of 2026-03-31: 77203 (value 260946; 0.00% of shares outstanding; change 0.13)
Holder of PPT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 931123 (value 3203063; 0.01% of shares outstanding; change -0.16)
Holder of PPT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 904747 (value 3094234; 0.01% of shares outstanding; change -0.03)
Holder of PPT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 902758 (value 3051322; 0.01% of shares outstanding; change 0.00)
Holder of PPTA: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 433876 (value 11745023; 0.00% of shares outstanding; change 0.01)
Holder of PPTA: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2025-12-31: 1836150 (value 41588796; 0.01% of shares outstanding; change 0.00)
Holder of PPTA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 516148 (value 11690752; 0.00% of shares outstanding; change 1.25)
Holder of PPTA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 793210 (value 19290866; 0.01% of shares outstanding; change 1.17)
Holder of PPTA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 832182 (value 20238665; 0.01% of shares outstanding; change 0.01)
Holder of PPTA: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 5353373 (value 95504175; 0.04% of shares outstanding; change -0.10)
Holder of PPTA: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 497379 (value 8405704; 0.00% of shares outstanding; change 0.15)
Holder of PPTA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1803674 (value 32177544; 0.01% of shares outstanding; change 2.31)
Holder of PPTA: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2026-03-31: 1679650 (value 29964956; 0.01% of shares outstanding; change -0.09)
Holder of PPTA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 829924 (value 14805844; 0.01% of shares outstanding; change 0.61)
Holder of PPTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2119834 (value 57383905; 0.02% of shares outstanding; change 0.03)
Holder of PPTA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 858422 (value 15314248; 0.01% of shares outstanding; change 0.03)
Holder of PPTA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1252548 (value 22345456; 0.01% of shares outstanding; change 0.58)
Holder of PPTA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 2153151 (value 48768869; 0.02% of shares outstanding; change -0.02)
Holder of PPTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2046186 (value 49763242; 0.02% of shares outstanding; change -0.03)
Holder of PPTA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 710654 (value 17283105; 0.01% of shares outstanding; change 0.00)
Holder of PPTA: -Capital Group U.S. Small and Mid Cap ETF
Shares held as of 2026-05-31: 674118 (value 12026265; 0.01% of shares outstanding; change 0.73)
Holder of PPTA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 2107106 (value 40962141; 0.02% of shares outstanding; change -0.02)
Holder of PPTA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2081009 (value 37125200; 0.02% of shares outstanding; change 0.02)
Holder of PPTA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 707882 (value 12628614; 0.01% of shares outstanding; change 0.00)
Holder of PPTA: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 2124455 (value 37900277; 0.02% of shares outstanding; change 0.01)
Holder of PPTA.TO: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 433876 (value 15467680; 0.00% of shares outstanding; change 0.01)
Holder of PPTA.TO: Sprott Funds Trust-Sprott Gold Equity Fund
Shares held as of 2025-12-31: 1836150 (value 65458750; 0.01% of shares outstanding; change 0.00)
Holder of PPTA.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 516148 (value 18400676; 0.00% of shares outstanding; change 1.25)
Holder of PPTA.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 793210 (value 26858091; 0.01% of shares outstanding; change 1.17)
Holder of PPTA.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 832182 (value 28177683; 0.01% of shares outstanding; change 0.01)