speb/financial-data huggingface dataset:
Holder of FSI: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 90000 (value 450900; 0.01% of shares outstanding; change 1.00)
Holder of FSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 270455 (value 1354979; 0.02% of shares outstanding; change 0.00)
Holder of FSI: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 7700 (value 38577; 0.00% of shares outstanding; change 0.00)
Holder of FSI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 18582 (value 116323; 0.00% of shares outstanding; change -0.01)
Holder of FSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 3460 (value 17334; 0.00% of shares outstanding; change 0.00)
Holder of FSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 3352 (value 16793; 0.00% of shares outstanding; change 0.00)
Holder of FSI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 25410 (value 127304; 0.00% of shares outstanding; change 0.00)
Holder of FSI: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 15292 (value 76612; 0.00% of shares outstanding; change 0.00)
Holder of FSI: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 6450 (value 32314; 0.00% of shares outstanding; change 0.00)
Holder of FSI: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-04-30: 3528 (value 17675; 0.00% of shares outstanding; change 0.00)
Holder of FSI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 18704 (value 122698; 0.00% of shares outstanding; change 0.01)
Holder of FSI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 18460 (value 92484; 0.00% of shares outstanding; change -0.01)
Holder of FSK: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 202206 (value 2163604; 0.00% of shares outstanding; change 1.49)
Holder of FSK: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-01-31: 1150571 (value 11655284; 0.00% of shares outstanding; change 0.62)
Holder of FSK: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-02-28: 111908 (value 1197415; 0.00% of shares outstanding; change -0.03)
Holder of FSK: High Income Securities Fund
Shares held as of 2026-02-28: 210792 (value 2240718; 0.00% of shares outstanding; change 0.04)
Holder of FSK: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 122125 (value 1237126; 0.00% of shares outstanding; change 0.00)
Holder of FSK: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 164317 (value 1746689; 0.00% of shares outstanding; change -0.10)
Holder of FSK: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 459456 (value 4884017; 0.00% of shares outstanding; change 11.87)
Holder of FSK: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 213620 (value 2270780; 0.00% of shares outstanding; change 0.06)
Holder of FSK: -Victory Pioneer Multi-Asset Income Fund
Shares held as of 2026-04-30: 1201418 (value 12771073; 0.00% of shares outstanding; change 1.00)
Holder of FSK: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 1611295 (value 17820923; 0.01% of shares outstanding; change 0.00)
Holder of FSK: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-04-30: 114674 (value 1268294; 0.00% of shares outstanding; change 0.05)
Holder of FSK: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-04-30: 1259810 (value 13391780; 0.00% of shares outstanding; change 0.09)
Holder of FSK: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 735404 (value 7817344; 0.00% of shares outstanding; change 1.00)
Holder of FSK: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 315782 (value 3356762; 0.00% of shares outstanding; change 1.00)
Holder of FSK: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-04-30: 4371605 (value 46776172; 0.02% of shares outstanding; change 0.15)
Holder of FSK: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-04-30: 159680 (value 1617558; 0.00% of shares outstanding; change 0.22)
Holder of FSK: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 1625049 (value 17761786; 0.01% of shares outstanding; change 0.01)
Holder of FSK: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-05-31: 120758 (value 1223278; 0.00% of shares outstanding; change 0.05)
Holder of FSK: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-05-31: 4410244 (value 47630636; 0.02% of shares outstanding; change 0.01)
Holder of FSK: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 1393482 (value 14812713; 0.01% of shares outstanding; change -0.14)
Holder of FSK: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-06-30: 4448011 (value 47282357; 0.02% of shares outstanding; change 0.01)
Holder of FSLR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2705841 (value 830124983; 0.03% of shares outstanding; change 0.02)
Holder of FSLR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1156632 (value 354843141; 0.01% of shares outstanding; change -0.04)
Holder of FSLR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3210399 (value 984918336; 0.03% of shares outstanding; change 0.00)
Holder of FSLR: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1080981 (value 219244574; 0.01% of shares outstanding; change 0.03)
Holder of FSLR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1370406 (value 420426868; 0.01% of shares outstanding; change 0.00)
Holder of FSLR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2726385 (value 552965425; 0.03% of shares outstanding; change 0.01)
Holder of FSLR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1100737 (value 223251486; 0.01% of shares outstanding; change -0.01)
Holder of FSLR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1175309 (value 238376179; 0.01% of shares outstanding; change 0.02)
Holder of FSLR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3232006 (value 655515480; 0.03% of shares outstanding; change 0.01)
Holder of FSLR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1375143 (value 361813854; 0.01% of shares outstanding; change 0.00)
Holder of FSLR: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 843150 (value 225382424; 0.01% of shares outstanding; change -0.03)
Holder of FSLR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1278618 (value 341787374; 0.01% of shares outstanding; change 0.03)
Holder of FSLR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1388354 (value 322209198; 0.01% of shares outstanding; change 0.01)
Holder of FSLR: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 884510 (value 205277082; 0.01% of shares outstanding; change 0.33)
Holder of FSLR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1373223 (value 278517098; 0.01% of shares outstanding; change 0.00)
Holder of FSLR: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-05-31: 877438 (value 186008086; 0.01% of shares outstanding; change 0.11)
Holder of FSLR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1291080 (value 294146758; 0.01% of shares outstanding; change 0.01)
Holder of FSLR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1414310 (value 286850364; 0.01% of shares outstanding; change 0.02)
Holder of FSLR: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 1011764 (value 205205981; 0.01% of shares outstanding; change 0.14)
Holder of FSLR: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 847943 (value 171979805; 0.01% of shares outstanding; change 0.02)
Holder of FSLR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1297590 (value 263177213; 0.01% of shares outstanding; change 0.01)
Holder of FSLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1718777 (value 30534072; 0.01% of shares outstanding; change -0.03)
Holder of FSLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3055723 (value 54284917; 0.02% of shares outstanding; change -0.03)
Holder of FSLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4185768 (value 74360165; 0.03% of shares outstanding; change 0.04)
Holder of FSLY: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3447000 (value 69767279; 0.02% of shares outstanding; change 0.03)
Holder of FSLY: Amplify ETF Trust-Amplify Cybersecurity ETF
Shares held as of 2026-03-31: 3527935 (value 71405403; 0.02% of shares outstanding; change -0.40)
Holder of FSLY: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1693000 (value 30592509; 0.01% of shares outstanding; change 0.44)
Holder of FSLY: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3723737 (value 75368436; 0.02% of shares outstanding; change 1.00)
Holder of FSLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1760715 (value 35636871; 0.01% of shares outstanding; change 0.02)
Holder of FSLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3150094 (value 63757901; 0.02% of shares outstanding; change 0.03)
Holder of FSLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4282795 (value 86683769; 0.03% of shares outstanding; change 0.02)
Holder of FSLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3466773 (value 61587220; 0.02% of shares outstanding; change 0.01)
Holder of FSLY: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1762900 (value 30268993; 0.01% of shares outstanding; change 0.04)
Holder of FSLY: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 3257667 (value 58866041; 0.02% of shares outstanding; change 0.00)
Holder of FSLY: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-04-30: 2182276 (value 40481218; 0.01% of shares outstanding; change -0.04)
Holder of FSLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3331118 (value 61825548; 0.02% of shares outstanding; change -0.04)
Holder of FSLY: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1802200 (value 36476527; 0.01% of shares outstanding; change 0.02)
Holder of FSLY: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 3315879 (value 67113390; 0.02% of shares outstanding; change 0.02)
Holder of FSLY: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-05-31: 2250910 (value 44095327; 0.02% of shares outstanding; change 0.03)
Holder of FSLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3385929 (value 68531202; 0.02% of shares outstanding; change 0.02)
Holder of FSLY: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-06-30: 2758848 (value 55839082; 0.02% of shares outstanding; change 0.23)
Holder of FSM: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 3261702 (value 29518403; 0.01% of shares outstanding; change 0.10)
Holder of FSM: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 5225954 (value 47294884; 0.02% of shares outstanding; change 0.00)
Holder of FSM: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 3584980 (value 32444069; 0.01% of shares outstanding; change 0.00)
Holder of FSM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2850219 (value 25794482; 0.01% of shares outstanding; change 0.84)
Holder of FSM: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 6430850 (value 54983768; 0.02% of shares outstanding; change -0.33)
Holder of FSM: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2937730 (value 23971876; 0.01% of shares outstanding; change 0.58)
Holder of FSM: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-04-30: 3829450 (value 32741798; 0.01% of shares outstanding; change 0.17)
Holder of FSM: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 6124034 (value 54687625; 0.02% of shares outstanding; change 0.01)
Holder of FSM: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 5225954 (value 44681907; 0.02% of shares outstanding; change 0.00)
Holder of FSM: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-04-30: 3142163 (value 28059516; 0.01% of shares outstanding; change 0.13)
Holder of FSM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 9583908 (value 85584301; 0.03% of shares outstanding; change -0.16)
Holder of FSM: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-04-30: 3584980 (value 30651579; 0.01% of shares outstanding; change 0.00)
Holder of FSM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4446665 (value 38018986; 0.01% of shares outstanding; change 0.56)
Holder of FSM: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 11212162 (value 97433683; 0.04% of shares outstanding; change 0.00)
Holder of FSM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 6301168 (value 54757147; 0.02% of shares outstanding; change -0.02)
Holder of FSM: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 6197949 (value 51752876; 0.02% of shares outstanding; change 0.01)
Holder of FSM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 9373372 (value 76486714; 0.03% of shares outstanding; change -0.21)
Holder of FSM: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 11072095 (value 94666414; 0.04% of shares outstanding; change -0.01)
Holder of FSM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 6166392 (value 52537662; 0.02% of shares outstanding; change -0.02)
Holder of FSM: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 6231991 (value 53283524; 0.02% of shares outstanding; change 0.01)
Holder of FSM: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-06-30: 2938719 (value 25126048; 0.01% of shares outstanding; change 0.04)
Holder of FSM: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 9140162 (value 78148386; 0.03% of shares outstanding; change -0.02)
Holder of FSM: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 6621788 (value 56616288; 0.02% of shares outstanding; change 0.07)
Holder of FSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 921447 (value 485879; 0.01% of shares outstanding; change 0.00)
Holder of FSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2694319 (value 1420714; 0.03% of shares outstanding; change 0.00)
Holder of FSP: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Global Real Estate Securities 
Shares held as of 2026-01-31: 336293 (value 186810; 0.00% of shares outstanding; change 0.00)
Holder of FSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 773439 (value 429645; 0.01% of shares outstanding; change 0.00)
Holder of FSP: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 403968 (value 174554; 0.00% of shares outstanding; change 0.01)
Holder of FSP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 392922 (value 169781; 0.00% of shares outstanding; change -0.01)
Holder of FSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 679600 (value 389003; 0.01% of shares outstanding; change 0.53)
Holder of FSP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 921447 (value 398157; 0.01% of shares outstanding; change 0.00)
Holder of FSP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2694319 (value 1164215; 0.03% of shares outstanding; change 0.00)
Holder of FSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2236989 (value 1179564; 0.02% of shares outstanding; change 0.02)
Holder of FSP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 638295 (value 336572; 0.01% of shares outstanding; change 0.00)
Holder of FSP: Cambria ETF Trust-Cambria Global Real Estate ETF
Shares held as of 2026-04-30: 875971 (value 461899; 0.01% of shares outstanding; change 0.00)
Holder of FSP: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Global Real Estate Securities 
Shares held as of 2026-04-30: 336293 (value 145312; 0.00% of shares outstanding; change 0.00)
Holder of FSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 677127 (value 353392; 0.01% of shares outstanding; change 0.00)
Holder of FSP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 934480 (value 403788; 0.01% of shares outstanding; change 0.21)
Holder of FSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2149367 (value 1121754; 0.02% of shares outstanding; change -0.04)
Holder of FSP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 631005 (value 329321; 0.01% of shares outstanding; change -0.01)
Holder of FSP: Cambria ETF Trust-Cambria Global Real Estate ETF
Shares held as of 2026-05-31: 609859 (value 263520; 0.01% of shares outstanding; change -0.30)
Holder of FSP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 677127 (value 292586; 0.01% of shares outstanding; change 0.00)
Holder of FSP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2169825 (value 937581; 0.02% of shares outstanding; change 0.01)
Holder of FSP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 636351 (value 274967; 0.01% of shares outstanding; change 0.01)
Holder of FSS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 779112 (value 83131248; 0.01% of shares outstanding; change 0.02)
Holder of FSS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1379273 (value 147168424; 0.02% of shares outstanding; change 0.01)
Holder of FSS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1908640 (value 203651882; 0.03% of shares outstanding; change 0.04)
Holder of FSS: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 813451 (value 96711188; 0.01% of shares outstanding; change -0.16)
Holder of FSS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 746874 (value 87107912; 0.01% of shares outstanding; change -0.05)
Holder of FSS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2625238 (value 312114544; 0.04% of shares outstanding; change 0.03)
Holder of FSS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 786597 (value 93518516; 0.01% of shares outstanding; change 0.01)
Holder of FSS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1403925 (value 166912642; 0.02% of shares outstanding; change 0.02)
Holder of FSS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1932112 (value 229708794; 0.03% of shares outstanding; change 0.01)
Holder of FSS: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 796671 (value 94716214; 0.01% of shares outstanding; change -0.13)
Holder of FSS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1466940 (value 156522493; 0.02% of shares outstanding; change 0.00)
Holder of FSS: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 885188 (value 94263668; 0.01% of shares outstanding; change -0.17)
Holder of FSS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3705244 (value 435143864; 0.06% of shares outstanding; change 0.01)
Holder of FSS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1411751 (value 180125304; 0.02% of shares outstanding; change -0.04)
Holder of FSS: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 911226 (value 108335658; 0.01% of shares outstanding; change 0.03)
Holder of FSS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3689293 (value 438620042; 0.06% of shares outstanding; change 0.00)
Holder of FSS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1435866 (value 170710107; 0.02% of shares outstanding; change 0.02)
Holder of FSS: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 734563 (value 87332194; 0.01% of shares outstanding; change -0.02)
Holder of FSTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 105199 (value 4327886; 0.01% of shares outstanding; change -0.01)
Holder of FSTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 266556 (value 10966113; 0.03% of shares outstanding; change 0.00)
Holder of FSTR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 160670 (value 7029312; 0.02% of shares outstanding; change 0.00)
Holder of FSTR: BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund
Shares held as of 2026-02-28: 102635 (value 4303485; 0.01% of shares outstanding; change 0.00)
Holder of FSTR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 98356 (value 4303075; 0.01% of shares outstanding; change 0.00)
Holder of FSTR: Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 399688 (value 16946771; 0.04% of shares outstanding; change 0.39)
Holder of FSTR: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 546000 (value 23150400; 0.05% of shares outstanding; change 0.00)
Holder of FSTR: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 113500 (value 5003080; 0.01% of shares outstanding; change 0.00)
Holder of FSTR: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 98641 (value 4348095; 0.01% of shares outstanding; change -0.23)
Holder of FSTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 108774 (value 4612017; 0.01% of shares outstanding; change 0.03)
Holder of FSTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 266556 (value 11301974; 0.03% of shares outstanding; change 0.00)
Holder of FSTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 243698 (value 10025735; 0.02% of shares outstanding; change 0.02)
Holder of FSTR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 160670 (value 6812408; 0.02% of shares outstanding; change 0.00)
Holder of FSTR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 97525 (value 4135060; 0.01% of shares outstanding; change 0.00)
Holder of FSTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 234164 (value 10321949; 0.02% of shares outstanding; change -0.04)
Holder of FSTR: BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund
Shares held as of 2026-05-31: 102635 (value 4351724; 0.01% of shares outstanding; change 0.00)
Holder of FSTR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 242663 (value 10288911; 0.02% of shares outstanding; change 0.04)
Holder of FSTR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 148981 (value 6316794; 0.01% of shares outstanding; change 0.54)
Holder of FSTR: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 111000 (value 4706400; 0.01% of shares outstanding; change -0.02)
Holder of FSUN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 97865 (value 3469314; 0.00% of shares outstanding; change -0.05)
Holder of FSUN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 117347 (value 4159951; 0.00% of shares outstanding; change -0.06)
Holder of FSUN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 448863 (value 15912193; 0.02% of shares outstanding; change 0.00)
Holder of FSUN: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 98995 (value 3531151; 0.00% of shares outstanding; change 1.00)
Holder of FSUN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 123228 (value 4438672; 0.00% of shares outstanding; change 0.02)
Holder of FSUN: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 121325 (value 4370126; 0.00% of shares outstanding; change -0.09)
Holder of FSUN: T. Rowe Price Financial Services Fund, Inc.
Shares held as of 2026-03-31: 142100 (value 4901029; 0.01% of shares outstanding; change 1.00)
Holder of FSUN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 121470 (value 4189500; 0.00% of shares outstanding; change 0.04)
Holder of FSUN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 448863 (value 15481285; 0.02% of shares outstanding; change 0.00)
Holder of FSUN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 315622 (value 11188800; 0.01% of shares outstanding; change 0.01)
Holder of FSUN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 108279 (value 3838490; 0.00% of shares outstanding; change -0.03)
Holder of FSUN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 159336 (value 5683514; 0.01% of shares outstanding; change 0.21)
Holder of FSUN: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 232901 (value 8032755; 0.01% of shares outstanding; change 1.35)
Holder of FSUN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 121580 (value 4844962; 0.00% of shares outstanding; change 0.96)
Holder of FSUN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 225324 (value 7771425; 0.01% of shares outstanding; change 0.83)
Holder of FSUN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 216771 (value 8001017; 0.01% of shares outstanding; change 0.06)
Holder of FSUN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 547804 (value 21829988; 0.02% of shares outstanding; change 0.74)
Holder of FSUN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 195730 (value 7799840; 0.01% of shares outstanding; change 0.81)
Holder of FSUN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 159012 (value 6336627; 0.01% of shares outstanding; change 0.00)
Holder of FSUN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 121580 (value 4193294; 0.00% of shares outstanding; change 0.00)
Holder of FSUN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 200209 (value 7023332; 0.01% of shares outstanding; change -0.08)
Holder of FSUN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 552998 (value 19072901; 0.02% of shares outstanding; change 0.01)
Holder of FSUN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 201171 (value 6938388; 0.01% of shares outstanding; change 0.03)
Holder of FSUN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 158468 (value 5465561; 0.01% of shares outstanding; change 0.00)
Holder of FSUN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 337671 (value 11646273; 0.01% of shares outstanding; change 0.69)
Holder of FSV: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 568660 (value 76314170; 0.01% of shares outstanding; change -0.13)
Holder of FSV: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 203001 (value 28558179; 0.00% of shares outstanding; change -0.56)
Holder of FSV: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 171324 (value 22991680; 0.00% of shares outstanding; change -0.37)
Holder of FSV: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 385519 (value 54234810; 0.01% of shares outstanding; change 0.02)
Holder of FSV: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 599674 (value 78287442; 0.01% of shares outstanding; change 0.02)
Holder of FSV: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-02-28: 146889 (value 19176359; 0.00% of shares outstanding; change 0.37)
Holder of FSV: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 217813 (value 28435487; 0.00% of shares outstanding; change 0.39)
Holder of FSV: Conestoga Funds-Conestoga SMid Cap Fund
Shares held as of 2026-03-31: 144385 (value 18849462; 0.00% of shares outstanding; change 0.14)
Holder of FSV: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 634345 (value 87197067; 0.01% of shares outstanding; change 0.12)
Holder of FSV: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 185290 (value 24865917; 0.00% of shares outstanding; change 0.03)
Holder of FSV: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1027776 (value 141278095; 0.02% of shares outstanding; change 0.16)
Holder of FSV: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 672079 (value 99776852; 0.01% of shares outstanding; change -0.05)
Holder of FSV: ROYCE FUND-Royce Premier Fund
Shares held as of 2026-03-31: 225537 (value 31002317; 0.01% of shares outstanding; change 0.18)
Holder of FSV: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 395686 (value 54391000; 0.01% of shares outstanding; change 0.03)
Holder of FSV: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 218844 (value 30082297; 0.00% of shares outstanding; change 0.00)
Holder of FSV: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 193732 (value 25291713; 0.00% of shares outstanding; change 0.05)
Holder of FSV: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 149635 (value 20568828; 0.00% of shares outstanding; change 0.04)
Holder of FSV: Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund
Shares held as of 2026-04-30: 155482 (value 21372556; 0.00% of shares outstanding; change 0.23)
Holder of FSV: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 598995 (value 82337856; 0.01% of shares outstanding; change 0.00)
Holder of FSV: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 198194 (value 27243748; 0.00% of shares outstanding; change 0.02)
Holder of FSV: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1072101 (value 153374766; 0.02% of shares outstanding; change 0.04)
Holder of FSV: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 661000 (value 90861064; 0.01% of shares outstanding; change -0.02)
Holder of FSV.TO: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 203001 (value 37555185; 0.00% of shares outstanding; change -0.56)
Holder of FSV.TO: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 171324 (value 31694940; 0.00% of shares outstanding; change -0.37)
Holder of FSV.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 385519 (value 71321015; 0.01% of shares outstanding; change 0.02)
Holder of FSV.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 599674 (value 110903711; 0.01% of shares outstanding; change 0.02)
Holder of FSV.TO: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-02-28: 146889 (value 27165652; 0.00% of shares outstanding; change 0.37)
Holder of FSV.TO: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 217813 (value 40282336; 0.00% of shares outstanding; change 0.39)
Holder of FSV.TO: Conestoga Funds-Conestoga SMid Cap Fund
Shares held as of 2026-03-31: 144385 (value 26702562; 0.00% of shares outstanding; change 0.14)
Holder of FSV.TO: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 634345 (value 122936062; 0.01% of shares outstanding; change 0.12)
Holder of FSV.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 185290 (value 34278650; 0.00% of shares outstanding; change 0.03)
Holder of FSV.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 1027776 (value 199182991; 0.02% of shares outstanding; change 0.16)
Holder of FSV.TO: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 672079 (value 139947007; 0.01% of shares outstanding; change -0.05)
Holder of FSV.TO: ROYCE FUND-Royce Premier Fund
Shares held as of 2026-03-31: 225537 (value 43709071; 0.01% of shares outstanding; change 0.18)
Holder of FSV.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 395686 (value 76683948; 0.01% of shares outstanding; change 0.03)
Holder of FSV.TO: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 218844 (value 42411967; 0.00% of shares outstanding; change 0.00)
Holder of FSV.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 193732 (value 35828796; 0.00% of shares outstanding; change 0.05)
Holder of FSV.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 149635 (value 28999263; 0.00% of shares outstanding; change 0.04)
Holder of FSV.TO: Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund
Shares held as of 2026-04-30: 155482 (value 30132412; 0.00% of shares outstanding; change 0.23)
Holder of FSV.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 598995 (value 116085232; 0.01% of shares outstanding; change 0.00)
Holder of FSV.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 198194 (value 38409997; 0.00% of shares outstanding; change 0.02)
Holder of FSV.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 1072101 (value 216210606; 0.02% of shares outstanding; change 0.04)
Holder of FSV.TO: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 661000 (value 128101802; 0.01% of shares outstanding; change -0.02)
Holder of FSY.TO: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 6018755 (value 2257033; 0.02% of shares outstanding; change -0.65)
Holder of FSY.TO: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 6195702 (value 2323388; 0.03% of shares outstanding; change 0.49)
Holder of FSY.TO: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 6507791 (value 2863428; 0.03% of shares outstanding; change 0.05)
Holder of FSY.TO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 10094426 (value 3331160; 0.04% of shares outstanding; change 0.03)
Holder of FSY.TO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 10011322 (value 4404981; 0.04% of shares outstanding; change -0.01)
Holder of FSZ.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 423536 (value 2270153; 0.00% of shares outstanding; change -0.04)
Holder of FSZ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 217782 (value 1136821; 0.00% of shares outstanding; change -0.20)
Holder of FSZ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-01-31: 20325 (value 106096; 0.00% of shares outstanding; change 0.00)
Holder of FSZ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 18773 (value 97995; 0.00% of shares outstanding; change 0.00)
Holder of FSZ.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 228331 (value 1191887; 0.00% of shares outstanding; change 0.04)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 105482 (value 555890; 0.00% of shares outstanding; change 0.00)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 46877 (value 244697; 0.00% of shares outstanding; change 0.00)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 120489 (value 634977; 0.00% of shares outstanding; change 0.00)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 50739 (value 267394; 0.00% of shares outstanding; change 0.00)
Holder of FSZ.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 73519 (value 342598; 0.00% of shares outstanding; change -0.83)
Holder of FSZ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 127946 (value 596228; 0.00% of shares outstanding; change 1.00)
Holder of FSZ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 300036 (value 1398167; 0.00% of shares outstanding; change 0.38)
Holder of FSZ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 22573 (value 118959; 0.00% of shares outstanding; change 0.20)
Holder of FSZ.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 144294 (value 672410; 0.00% of shares outstanding; change -0.37)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 105482 (value 491546; 0.00% of shares outstanding; change 0.00)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 30612 (value 142651; 0.00% of shares outstanding; change -0.35)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 108766 (value 506849; 0.00% of shares outstanding; change -0.10)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 61537 (value 286762; 0.00% of shares outstanding; change 1.00)
Holder of FSZ.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 56739 (value 264403; 0.00% of shares outstanding; change 0.12)
Holder of FSZ.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 66887 (value 349150; 0.00% of shares outstanding; change 0.02)
Holder of FSZ.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 65531 (value 305374; 0.00% of shares outstanding; change -0.02)
Holder of FT: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 34105 (value 270452; 0.00% of shares outstanding; change 0.00)
Holder of FT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1 (value 8; 0.00% of shares outstanding; change -1.00)
Holder of FT: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 43979 (value 348753; 0.00% of shares outstanding; change 0.00)
Holder of FT: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 11812 (value 94614; 0.00% of shares outstanding; change 0.00)
Holder of FT: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 34105 (value 273181; 0.00% of shares outstanding; change 0.00)
Holder of FT: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 43979 (value 352271; 0.00% of shares outstanding; change 0.00)
Holder of FT2.DE: BNY Mellon Advantage Funds, Inc.-BNY Mellon Dynamic Value Fund
Shares held as of 2026-02-28: 4795621 (value 108381036; 0.01% of shares outstanding; change -0.29)
Holder of FT2.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5412777 (value 122328762; 0.01% of shares outstanding; change 0.02)
Holder of FT2.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 11141992 (value 251809023; 0.02% of shares outstanding; change 0.00)
Holder of FT2.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 7094755 (value 160341465; 0.01% of shares outstanding; change -0.02)
Holder of FT2.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15270268 (value 345108062; 0.03% of shares outstanding; change -0.01)
Holder of FT2.DE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 3817933 (value 86285287; 0.01% of shares outstanding; change 0.00)
Holder of FT2.DE: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-05-31: 3275407 (value 70093708; 0.01% of shares outstanding; change 0.00)
Holder of FT2.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 16453377 (value 371846326; 0.03% of shares outstanding; change 0.00)
Holder of FT2.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 8962648 (value 202555848; 0.02% of shares outstanding; change -0.01)
Holder of FT2.DE: Invesco Exchange-Traded Fund Trust II-Invesco KBW Bank ETF
Shares held as of 2026-06-30: 3515159 (value 79442594; 0.01% of shares outstanding; change 0.14)
Holder of FT2.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 3651766 (value 82529912; 0.01% of shares outstanding; change 0.01)
Holder of FTAI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2327499 (value 605941081; 0.02% of shares outstanding; change -0.04)
Holder of FTAI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3233555 (value 841823696; 0.03% of shares outstanding; change 0.00)
Holder of FTAI: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 2970683 (value 641608101; 0.03% of shares outstanding; change -0.01)
Holder of FTAI: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 5090913 (value 1099535367; 0.05% of shares outstanding; change 0.96)
Holder of FTAI: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 1396830 (value 289786361; 0.01% of shares outstanding; change 0.08)
Holder of FTAI: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 2180535 (value 567680473; 0.02% of shares outstanding; change 0.00)
Holder of FTAI: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 6169314 (value 1332448411; 0.06% of shares outstanding; change 0.01)
Holder of FTAI: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 2741882 (value 623366889; 0.03% of shares outstanding; change 0.00)
Holder of FTAI: Investment Co of America
Shares held as of 2026-03-31: 2741882 (value 568830858; 0.03% of shares outstanding; change 0.00)
Holder of FTAI: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2951874 (value 671108571; 0.03% of shares outstanding; change 0.05)
Holder of FTAI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1468474 (value 317161008; 0.01% of shares outstanding; change -0.06)
Holder of FTAI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2365138 (value 510822495; 0.02% of shares outstanding; change 0.02)
Holder of FTAI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3254197 (value 702841454; 0.03% of shares outstanding; change 0.01)
Holder of FTAI: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 1697585 (value 461827978; 0.02% of shares outstanding; change -0.22)
Holder of FTAI: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 1555685 (value 335996839; 0.02% of shares outstanding; change -0.08)
Holder of FTAI: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 1396830 (value 301687337; 0.01% of shares outstanding; change 0.00)
Holder of FTAI: Investment Co of America
Shares held as of 2026-06-30: 2741882 (value 592191662; 0.03% of shares outstanding; change 0.00)
Holder of FTAI: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2713223 (value 586001891; 0.03% of shares outstanding; change -0.08)
Holder of FTAIM: Northern Lights Fd. TRT-Altegris/AACA Opportunistic Real Estate Fd.
Shares held as of 2025-09-30: 3000 (value 82574; 0.00% of shares outstanding; change 0.00)
Holder of FTAIN: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-01-31: 9745 (value 243528; 0.00% of shares outstanding; change -0.09)
Holder of FTAIN: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 20298 (value 507249; 0.00% of shares outstanding; change 0.15)
Holder of FTAIN: John Hancock Funds II-Multi-Asset High Income Fund
Shares held as of 2026-02-28: 6725 (value 168058; 0.00% of shares outstanding; change 0.00)
Holder of FTAIN: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-04-30: 4000 (value 99879; 0.00% of shares outstanding; change 0.00)
Holder of FTAIN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 41467 (value 1036264; 0.00% of shares outstanding; change 0.08)
Holder of FTAIN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 288772 (value 7216441; 0.00% of shares outstanding; change -0.03)
Holder of FTAIN: Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF
Shares held as of 2026-05-31: 4000 (value 99960; 0.00% of shares outstanding; change 0.00)
Holder of FTCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 108192 (value 595056; 0.01% of shares outstanding; change 0.32)
Holder of FTCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 219016 (value 1204588; 0.01% of shares outstanding; change 0.09)
Holder of FTCI: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 6142 (value 33781; 0.00% of shares outstanding; change 1.00)