speb/financial-data huggingface dataset:
Holder of PLUN.DE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 7163711 (value 13391841; 0.01% of shares outstanding; change -0.03)
Holder of PLUN.DE: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 29903714 (value 55902003; 0.02% of shares outstanding; change 0.14)
Holder of PLUN.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 31686359 (value 59234480; 0.02% of shares outstanding; change 0.02)
Holder of PLUN.DE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 11450346 (value 21405277; 0.01% of shares outstanding; change 0.02)
Holder of PLUR: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 1 (value 2; 0.00% of shares outstanding; change 0.00)
Holder of PLUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2751 (value 6492; 0.00% of shares outstanding; change 0.00)
Holder of PLUR: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 1 (value 1; 0.00% of shares outstanding; change 0.00)
Holder of PLUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2751 (value 5557; 0.00% of shares outstanding; change 0.00)
Holder of PLUR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2751 (value 4896; 0.00% of shares outstanding; change 0.00)
Holder of PLUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 282601 (value 23198715; 0.01% of shares outstanding; change 0.00)
Holder of PLUS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 836069 (value 68632901; 0.03% of shares outstanding; change -0.01)
Holder of PLUS: AMG Funds IV-AMG River Road Small Cap Value Fund
Shares held as of 2026-01-31: 387610 (value 31725877; 0.01% of shares outstanding; change -0.08)
Holder of PLUS: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 251449 (value 20581100; 0.01% of shares outstanding; change 0.00)
Holder of PLUS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 258396 (value 21149712; 0.01% of shares outstanding; change 0.01)
Holder of PLUS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 664619 (value 59164381; 0.02% of shares outstanding; change 0.03)
Holder of PLUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 291310 (value 25932415; 0.01% of shares outstanding; change 0.03)
Holder of PLUS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 846170 (value 75326050; 0.03% of shares outstanding; change 0.01)
Holder of PLUS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 653873 (value 53676432; 0.02% of shares outstanding; change 0.01)
Holder of PLUS: AMG Funds IV-AMG River Road Small Cap Value Fund
Shares held as of 2026-04-30: 387610 (value 34505040; 0.01% of shares outstanding; change 0.00)
Holder of PLUS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 752122 (value 61914682; 0.03% of shares outstanding; change -0.07)
Holder of PLUS: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 256449 (value 22893201; 0.01% of shares outstanding; change 0.02)
Holder of PLUS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 260831 (value 23219174; 0.01% of shares outstanding; change 0.01)
Holder of PLUS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 539737 (value 44431149; 0.02% of shares outstanding; change 0.01)
Holder of PLUS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1593971 (value 130466523; 0.06% of shares outstanding; change 0.02)
Holder of PLUS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 631216 (value 51665028; 0.02% of shares outstanding; change -0.03)
Holder of PLUS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 710011 (value 58114399; 0.03% of shares outstanding; change -0.06)
Holder of PLUS: BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund
Shares held as of 2026-05-31: 297244 (value 26460659; 0.01% of shares outstanding; change 0.28)
Holder of PLUS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 545269 (value 48676161; 0.02% of shares outstanding; change 0.01)
Holder of PLUS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1586174 (value 141201204; 0.06% of shares outstanding; change 0.00)
Holder of PLUS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 640119 (value 56983391; 0.02% of shares outstanding; change 0.01)
Holder of PLUS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 621539 (value 55329399; 0.02% of shares outstanding; change -0.12)
Holder of PLUS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 839321 (value 74716352; 0.03% of shares outstanding; change 0.54)
Holder of PLUT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3368 (value 10481; 0.00% of shares outstanding; change 0.00)
Holder of PLUT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3368 (value 10137; 0.00% of shares outstanding; change 0.00)
Holder of PLUT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3368 (value 9767; 0.00% of shares outstanding; change 0.00)
Holder of PLX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 175070 (value 388655; 0.00% of shares outstanding; change 0.00)
Holder of PLX: TIAA-CREF Funds-Nuveen Small Cap Blend Index Fund
Shares held as of 2026-01-31: 90188 (value 200217; 0.00% of shares outstanding; change 0.00)
Holder of PLX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 706974 (value 1569482; 0.01% of shares outstanding; change 0.01)
Holder of PLX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 356413 (value 844698; 0.00% of shares outstanding; change 0.04)
Holder of PLX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 180000 (value 426599; 0.00% of shares outstanding; change 0.00)
Holder of PLX: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 120799 (value 286293; 0.00% of shares outstanding; change 0.00)
Holder of PLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 183926 (value 366012; 0.00% of shares outstanding; change -0.04)
Holder of PLX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1679440 (value 3543618; 0.02% of shares outstanding; change 0.01)
Holder of PLX: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-04-30: 91445 (value 181975; 0.00% of shares outstanding; change -0.03)
Holder of PLX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 262598 (value 622357; 0.00% of shares outstanding; change 1.00)
Holder of PLX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 720043 (value 1706501; 0.01% of shares outstanding; change 0.02)
Holder of PLX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 159311 (value 377567; 0.00% of shares outstanding; change -0.09)
Holder of PLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 185136 (value 411001; 0.00% of shares outstanding; change 0.01)
Holder of PLX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1613837 (value 3582718; 0.02% of shares outstanding; change -0.04)
Holder of PLX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 615138 (value 1365606; 0.01% of shares outstanding; change 0.00)
Holder of PLX: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-05-31: 95505 (value 227301; 0.00% of shares outstanding; change 0.04)
Holder of PLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 189721 (value 449638; 0.00% of shares outstanding; change 0.02)
Holder of PLX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1629154 (value 3861094; 0.02% of shares outstanding; change 0.01)
Holder of PLX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 608794 (value 1442841; 0.01% of shares outstanding; change -0.01)
Holder of PLX: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 98122 (value 232549; 0.00% of shares outstanding; change 0.03)
Holder of PLX.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 731483 (value 8207239; 0.01% of shares outstanding; change -0.05)
Holder of PLX.PA: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 1724952 (value 19716201; 0.01% of shares outstanding; change -0.03)
Holder of PLX.PA: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 648564 (value 7413086; 0.00% of shares outstanding; change -0.03)
Holder of PLX.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1159530 (value 13253428; 0.01% of shares outstanding; change -0.03)
Holder of PLX.PA: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 850000 (value 10998999; 0.01% of shares outstanding; change -0.16)
Holder of PLX.PA: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 12302541 (value 159194875; 0.08% of shares outstanding; change 0.00)
Holder of PLX.PA: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 2719708 (value 35193020; 0.02% of shares outstanding; change 0.05)
Holder of PLX.PA: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 613409 (value 7937512; 0.00% of shares outstanding; change -0.11)
Holder of PLX.PA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 8627432 (value 111638966; 0.06% of shares outstanding; change -0.21)
Holder of PLX.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 744750 (value 9637064; 0.01% of shares outstanding; change 0.02)
Holder of PLX.PA: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 1724952 (value 22320878; 0.01% of shares outstanding; change 0.00)
Holder of PLX.PA: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 648564 (value 8392417; 0.00% of shares outstanding; change 0.00)
Holder of PLX.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1159530 (value 15004317; 0.01% of shares outstanding; change 0.00)
Holder of PLX.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 640812 (value 7324481; 0.00% of shares outstanding; change 0.01)
Holder of PLX.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 646077 (value 8360236; 0.00% of shares outstanding; change 0.01)
Holder of PLXS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 291497 (value 78226130; 0.01% of shares outstanding; change 0.01)
Holder of PLXS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 607464 (value 163019030; 0.02% of shares outstanding; change -0.05)
Holder of PLXS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 391755 (value 105131366; 0.01% of shares outstanding; change -0.04)
Holder of PLXS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 826299 (value 221745587; 0.03% of shares outstanding; change -0.04)
Holder of PLXS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 677438 (value 172374097; 0.03% of shares outstanding; change 0.03)
Holder of PLXS: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 418846 (value 125641235; 0.02% of shares outstanding; change -0.07)
Holder of PLXS: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 562351 (value 153527452; 0.02% of shares outstanding; change 0.32)
Holder of PLXS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 298832 (value 76037801; 0.01% of shares outstanding; change 0.03)
Holder of PLXS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 617624 (value 157154424; 0.02% of shares outstanding; change 0.02)
Holder of PLXS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 393308 (value 100077219; 0.01% of shares outstanding; change 0.00)
Holder of PLXS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 851189 (value 216585038; 0.03% of shares outstanding; change 0.03)
Holder of PLXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 650836 (value 174658339; 0.02% of shares outstanding; change 0.00)
Holder of PLXS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 774035 (value 211319302; 0.03% of shares outstanding; change -0.04)
Holder of PLXS: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 363245 (value 92427689; 0.01% of shares outstanding; change -0.13)
Holder of PLXS: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 562251 (value 143064765; 0.02% of shares outstanding; change 0.00)
Holder of PLXS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1632161 (value 489599337; 0.06% of shares outstanding; change 0.01)
Holder of PLXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 627712 (value 188294769; 0.02% of shares outstanding; change -0.04)
Holder of PLXS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 698672 (value 209580640; 0.03% of shares outstanding; change -0.10)
Holder of PLXS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1625111 (value 413509488; 0.06% of shares outstanding; change 0.00)
Holder of PLXS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 636845 (value 162045208; 0.02% of shares outstanding; change 0.01)
Holder of PLXS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 560681 (value 142665278; 0.02% of shares outstanding; change -0.20)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 68319 (value 159183; 0.00% of shares outstanding; change 1.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 27332 (value 63683; 0.00% of shares outstanding; change 1.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 19605 (value 45679; 0.00% of shares outstanding; change 1.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 26450 (value 61628; 0.00% of shares outstanding; change 1.00)
Holder of PLYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 142549 (value 292225; 0.00% of shares outstanding; change 1.00)
Holder of PLYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1468014 (value 3009428; 0.03% of shares outstanding; change 1.00)
Holder of PLYX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 21856 (value 44804; 0.00% of shares outstanding; change 1.00)
Holder of PLYX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 25969 (value 53236; 0.00% of shares outstanding; change 1.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 68070 (value 168813; 0.00% of shares outstanding; change 0.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 28648 (value 71047; 0.00% of shares outstanding; change 0.05)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 19605 (value 48620; 0.00% of shares outstanding; change 0.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 26450 (value 65596; 0.00% of shares outstanding; change 0.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 67079 (value 137511; 0.00% of shares outstanding; change -0.01)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 28648 (value 58728; 0.00% of shares outstanding; change 0.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 19605 (value 40190; 0.00% of shares outstanding; change 0.00)
Holder of PLYX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 26450 (value 54222; 0.00% of shares outstanding; change 0.00)
Holder of PM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 39255819 (value 6963197365; 0.03% of shares outstanding; change 0.02)
Holder of PM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 48935948 (value 8680258695; 0.03% of shares outstanding; change 0.00)
Holder of PM: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 22297764 (value 3978367012; 0.01% of shares outstanding; change -0.02)
Holder of PM: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 35604152 (value 6871601336; 0.02% of shares outstanding; change -0.03)
Holder of PM: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 37157388 (value 7171375884; 0.02% of shares outstanding; change -0.01)
Holder of PM: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 20121204 (value 3590025180; 0.01% of shares outstanding; change 0.00)
Holder of PM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 19879998 (value 3526314142; 0.01% of shares outstanding; change 0.00)
Holder of PM: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 22990781 (value 4175585532; 0.01% of shares outstanding; change 0.01)
Holder of PM: Investment Co of America
Shares held as of 2026-03-31: 22990781 (value 4436760819; 0.01% of shares outstanding; change 0.01)
Holder of PM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 39557853 (value 7634665629; 0.03% of shares outstanding; change 0.01)
Holder of PM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 49438526 (value 9541635518; 0.03% of shares outstanding; change 0.01)
Holder of PM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 44662173 (value 7968624824; 0.03% of shares outstanding; change -0.01)
Holder of PM: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 20121204 (value 3654412972; 0.01% of shares outstanding; change 0.00)
Holder of PM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 19948626 (value 3559233814; 0.01% of shares outstanding; change 0.00)
Holder of PM: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 22297764 (value 4303468452; 0.01% of shares outstanding; change 0.00)
Holder of PM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 44802173 (value 8136970441; 0.03% of shares outstanding; change 0.00)
Holder of PM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 20135033 (value 3592492550; 0.01% of shares outstanding; change 0.01)
Holder of PM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 19920868 (value 3844329021; 0.01% of shares outstanding; change 0.00)
Holder of PM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 20509541 (value 3958341413; 0.01% of shares outstanding; change 0.02)
Holder of PM: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 19997923 (value 3859599139; 0.01% of shares outstanding; change -0.01)
Holder of PM: Capital Income Builder
Shares held as of 2026-06-30: 20132320 (value 3885537760; 0.01% of shares outstanding; change 0.02)
Holder of PM: Investment Co of America
Shares held as of 2026-06-30: 23508328 (value 4537107304; 0.02% of shares outstanding; change 0.02)
Holder of PM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 44395893 (value 8568407349; 0.03% of shares outstanding; change -0.01)
Holder of PMCB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 51467 (value 42944; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 106676 (value 74673; 0.00% of shares outstanding; change 0.94)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 26211 (value 18347; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12896 (value 9027; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 15256 (value 10679; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 51467 (value 30885; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 106288 (value 76293; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 26211 (value 18814; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12896 (value 9256; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 15256 (value 10950; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 101568 (value 60950; 0.00% of shares outstanding; change -0.04)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 26211 (value 15729; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12896 (value 7738; 0.00% of shares outstanding; change 0.00)
Holder of PMCB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 15256 (value 9155; 0.00% of shares outstanding; change 0.00)
Holder of PME.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 501370 (value 72427913; 0.00% of shares outstanding; change 0.02)
Holder of PME.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 129219 (value 22329043; 0.00% of shares outstanding; change 0.00)
Holder of PME.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 156746 (value 27085709; 0.00% of shares outstanding; change 0.04)
Holder of PME.AX: Legg Mason Global Asset Mgmt TRT-ClearBridge Intl Growth Fd.
Shares held as of 2026-01-31: 164384 (value 28405555; 0.00% of shares outstanding; change 0.89)
Holder of PME.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 780667 (value 134899259; 0.01% of shares outstanding; change 0.01)
Holder of PME.AX: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 301628 (value 48206189; 0.00% of shares outstanding; change 2.57)
Holder of PME.AX: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F
Shares held as of 2026-03-31: 376576 (value 60184379; 0.00% of shares outstanding; change -0.20)
Holder of PME.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 211409 (value 30540145; 0.00% of shares outstanding; change 0.01)
Holder of PME.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 514931 (value 82296276; 0.00% of shares outstanding; change 0.03)
Holder of PME.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 213908 (value 36963303; 0.00% of shares outstanding; change 0.01)
Holder of PME.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 159290 (value 25457728; 0.00% of shares outstanding; change 0.02)
Holder of PME.AX: Legg Mason Global Asset Mgmt TRT-ClearBridge Intl Growth Fd.
Shares held as of 2026-04-30: 223356 (value 35696757; 0.00% of shares outstanding; change 0.36)
Holder of PME.AX: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-04-30: 169133 (value 27030837; 0.00% of shares outstanding; change 0.46)
Holder of PME.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 778058 (value 124349235; 0.01% of shares outstanding; change 0.00)
Holder of PME.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 412112 (value 71212954; 0.00% of shares outstanding; change 0.00)
Holder of PME.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 199685 (value 34505568; 0.00% of shares outstanding; change 0.00)
Holder of PME.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 216225 (value 34557081; 0.00% of shares outstanding; change 0.01)
Holder of PME.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 415167 (value 66351992; 0.00% of shares outstanding; change 0.01)
Holder of PME.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 199685 (value 31913658; 0.00% of shares outstanding; change 0.00)
Holder of PMEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 16381 (value 12105; 0.00% of shares outstanding; change 0.00)
Holder of PMEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 16381 (value 11466; 0.00% of shares outstanding; change 0.00)
Holder of PMEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 16381 (value 8190; 0.00% of shares outstanding; change 0.00)
Holder of PMET.TO: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2025-12-31: 380574 (value 2793413; 0.00% of shares outstanding; change -0.15)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-01-31: 9600 (value 57408; 0.00% of shares outstanding; change 1.00)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 4700 (value 28106; 0.00% of shares outstanding; change 1.00)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-01-31: 5500 (value 32890; 0.00% of shares outstanding; change 1.00)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 4200 (value 25116; 0.00% of shares outstanding; change 1.00)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 71 (value 424; 0.00% of shares outstanding; change -1.00)
Holder of PMET.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 19200 (value 114816; 0.00% of shares outstanding; change 3.00)
Holder of PMET.TO: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2026-03-31: 428631 (value 1868831; 0.00% of shares outstanding; change 0.13)
Holder of PMET.TO: Themes ETF Trust-Themes Lithium & Battery Metal Miners ETF
Shares held as of 2026-03-31: 11253 (value 49063; 0.00% of shares outstanding; change 4.68)
Holder of PMET.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 11014 (value 80842; 0.00% of shares outstanding; change 0.03)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Dimensional VA Intl Small PORT.
Shares held as of 2026-04-30: 9600 (value 41856; 0.00% of shares outstanding; change 0.00)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 4700 (value 20492; 0.00% of shares outstanding; change 0.00)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 5500 (value 23980; 0.00% of shares outstanding; change 0.00)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT.
Shares held as of 2026-04-30: 4200 (value 18312; 0.00% of shares outstanding; change 0.00)
Holder of PMET.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 3100 (value 13454; 0.00% of shares outstanding; change 1.00)
Holder of PMET.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 19200 (value 83712; 0.00% of shares outstanding; change 0.00)
Holder of PMET.TO: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-04-30: 836500 (value 6139910; 0.00% of shares outstanding; change -0.03)
Holder of PMET.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 11368 (value 49337; 0.00% of shares outstanding; change 0.03)
Holder of PMET.TO: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 898332 (value 3898761; 0.00% of shares outstanding; change -0.01)
Holder of PMET.TO: -WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
Shares held as of 2026-06-30: 3531 (value 15395; 0.00% of shares outstanding; change 1.00)
Holder of PMET.TO: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 11840 (value 51622; 0.00% of shares outstanding; change 0.04)
Holder of PMET.TO: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 794168 (value 3462572; 0.00% of shares outstanding; change -0.12)
Holder of PMI: -Price (T.Rowe) U.S. Small Cap Index Trust
Shares held as of 2025-12-31: 2332 (value 602; 0.00% of shares outstanding; change 1.00)
Holder of PMI: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 16130 (value 2893; 0.00% of shares outstanding; change 1.00)
Holder of PMI: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 2163 (value 388; 0.00% of shares outstanding; change 1.00)
Holder of PMI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 48461 (value 8693; 0.00% of shares outstanding; change 0.00)
Holder of PMI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Growth Index Fund
Shares held as of 2026-02-28: 4762 (value 418; 0.00% of shares outstanding; change 1.00)
Holder of PMI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 24299 (value 2135; 0.00% of shares outstanding; change 1.00)
Holder of PMI: -Price (T.Rowe) U.S. Small Cap Index Trust
Shares held as of 2026-03-31: 2332 (value 204; 0.00% of shares outstanding; change 0.00)
Holder of PMI: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 1159 (value 101; 0.00% of shares outstanding; change 0.00)
Holder of PMI: Fidelity Salem Street Trust-Fidelity Small Cap Growth Index Fund
Shares held as of 2026-03-31: 2472 (value 443; 0.00% of shares outstanding; change 0.00)
Holder of PMI: Fidelity Salem Street Trust-Fidelity Small Cap Value Index Fund
Shares held as of 2026-03-31: 2786 (value 499; 0.00% of shares outstanding; change 0.45)
Holder of PMI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 12412 (value 3204; 0.00% of shares outstanding; change -0.01)
Holder of PMI: Fidelity Salem Street Trust-Fidelity Small Cap Growth Index Fund
Shares held as of 2026-04-30: 2472 (value 217; 0.00% of shares outstanding; change 0.00)
Holder of PMI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 48330 (value 4247; 0.00% of shares outstanding; change 0.00)
Holder of PMI: Fidelity Salem Street Trust-Fidelity Small Cap Value Index Fund
Shares held as of 2026-04-30: 2786 (value 244; 0.00% of shares outstanding; change 0.00)
Holder of PMI: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-04-30: 2127 (value 549; 0.00% of shares outstanding; change -0.09)
Holder of PMI: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 16130 (value 1417; 0.00% of shares outstanding; change 0.00)
Holder of PMI: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 2794 (value 245; 0.00% of shares outstanding; change 0.29)
Holder of PMI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 12494 (value 2241; 0.00% of shares outstanding; change 0.01)
Holder of PMI: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-05-31: 2127 (value 298; 0.00% of shares outstanding; change 0.00)
Holder of PMI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 12330 (value 1083; 0.00% of shares outstanding; change -0.01)
Holder of PMI.SW: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 22297764 (value 2943304848; 0.01% of shares outstanding; change -0.02)
Holder of PMI.SW: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 35604152 (value 5233810344; 0.02% of shares outstanding; change -0.03)
Holder of PMI.SW: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 37157388 (value 5462136036; 0.02% of shares outstanding; change -0.01)
Holder of PMI.SW: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 20121204 (value 2655998928; 0.01% of shares outstanding; change 0.00)
Holder of PMI.SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 19879998 (value 2922359706; 0.01% of shares outstanding; change 0.00)
Holder of PMI.SW: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 22990781 (value 3034783092; 0.01% of shares outstanding; change 0.01)
Holder of PMI.SW: Investment Co of America
Shares held as of 2026-03-31: 22990781 (value 3379644807; 0.01% of shares outstanding; change 0.01)
Holder of PMI.SW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 39557853 (value 5815004391; 0.03% of shares outstanding; change 0.01)
Holder of PMI.SW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 49438526 (value 7267463322; 0.03% of shares outstanding; change 0.01)
Holder of PMI.SW: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 44662173 (value 5895406836; 0.03% of shares outstanding; change -0.01)
Holder of PMI.SW: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 20121204 (value 2655998928; 0.01% of shares outstanding; change 0.00)
Holder of PMI.SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 19948626 (value 2633218632; 0.01% of shares outstanding; change 0.00)
Holder of PMI.SW: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 22297764 (value 3277771308; 0.01% of shares outstanding; change 0.00)
Holder of PMI.SW: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 44802173 (value 5913886836; 0.03% of shares outstanding; change 0.00)
Holder of PMI.SW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 20135033 (value 2657824356; 0.01% of shares outstanding; change 0.01)
Holder of PMI.SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 19920868 (value 2928367596; 0.01% of shares outstanding; change 0.00)
Holder of PMI.SW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 20509541 (value 3014902527; 0.01% of shares outstanding; change 0.02)
Holder of PMI.SW: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 19997923 (value 2939694681; 0.01% of shares outstanding; change -0.01)
Holder of PMI.SW: Capital Income Builder
Shares held as of 2026-06-30: 20132320 (value 2959451040; 0.01% of shares outstanding; change 0.02)
Holder of PMI.SW: Investment Co of America
Shares held as of 2026-06-30: 23508328 (value 3455724216; 0.02% of shares outstanding; change 0.02)
Holder of PMI.SW: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 44395893 (value 6526196271; 0.03% of shares outstanding; change -0.01)
Holder of PML: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 461349 (value 3469344; 0.00% of shares outstanding; change 0.00)
Holder of PML: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 129091 (value 970764; 0.00% of shares outstanding; change 0.00)
Holder of PML: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 118229 (value 889082; 0.00% of shares outstanding; change 0.00)
Holder of PML: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 110549 (value 831328; 0.00% of shares outstanding; change 0.00)
Holder of PML: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 156790 (value 1179060; 0.00% of shares outstanding; change 0.00)
Holder of PML: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 77013 (value 581448; 0.00% of shares outstanding; change 0.39)
Holder of PML: -BHILL Managed Account Completion
Shares held as of 2026-03-31: 633372 (value 4807293; 0.01% of shares outstanding; change 0.74)
Holder of PML: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-03-31: 1465007 (value 11119403; 0.01% of shares outstanding; change 0.29)
Holder of PML: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2026-03-31: 48321 (value 352260; 0.00% of shares outstanding; change 0.04)
Holder of PML: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 461349 (value 3363234; 0.00% of shares outstanding; change 0.00)
Holder of PML: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 436375 (value 3181173; 0.00% of shares outstanding; change 0.49)
Holder of PML: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 129091 (value 941073; 0.00% of shares outstanding; change 0.00)
Holder of PML: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 118229 (value 861889; 0.00% of shares outstanding; change 0.00)
Holder of PML: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 110549 (value 805902; 0.00% of shares outstanding; change 0.00)
Holder of PML: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 156790 (value 1142999; 0.00% of shares outstanding; change 0.00)
Holder of PML: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 1045067 (value 7775298; 0.01% of shares outstanding; change 0.01)
Holder of PML: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 1075434 (value 8162544; 0.01% of shares outstanding; change 0.03)
Holder of PML: -BHILL Managed Account Completion
Shares held as of 2026-06-30: 742491 (value 5412759; 0.01% of shares outstanding; change 0.17)
Holder of PML: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-06-30: 1491540 (value 10873326; 0.01% of shares outstanding; change 0.02)
Holder of PML: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 1077922 (value 7858051; 0.01% of shares outstanding; change 0.00)
Holder of PMM: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 91476 (value 573554; 0.00% of shares outstanding; change 1.00)
Holder of PMM: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 41209 (value 258380; 0.00% of shares outstanding; change 1.00)
Holder of PMM: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 19340 (value 121261; 0.00% of shares outstanding; change 1.00)
Holder of PMM: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 78292 (value 490890; 0.00% of shares outstanding; change 1.00)
Holder of PMM: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 43185 (value 270769; 0.00% of shares outstanding; change 1.00)
Holder of PMM: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 213 (value 1324; 0.00% of shares outstanding; change -0.36)
Holder of PMM: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 213 (value 1335; 0.00% of shares outstanding; change -0.36)
Holder of PMM: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 481 (value 3015; 0.00% of shares outstanding; change -0.22)
Holder of PMM: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 290313 (value 1860906; 0.01% of shares outstanding; change 0.26)
Holder of PMM: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 43123 (value 276418; 0.00% of shares outstanding; change -0.53)
Holder of PMM: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 15757 (value 101002; 0.00% of shares outstanding; change -0.62)
Holder of PMM: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 8776 (value 56254; 0.00% of shares outstanding; change -0.55)
Holder of PMM: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 23430 (value 150186; 0.00% of shares outstanding; change -0.70)
Holder of PMM: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 16607 (value 106450; 0.00% of shares outstanding; change -0.62)
Holder of PMM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 364202 (value 2265336; 0.01% of shares outstanding; change 0.01)
Holder of PMM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 374787 (value 2447359; 0.01% of shares outstanding; change 0.03)
Holder of PMM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 399438 (value 2560397; 0.01% of shares outstanding; change 0.07)
Holder of PMN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5676 (value 51821; 0.00% of shares outstanding; change 15.50)
Holder of PMN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5676 (value 59825; 0.00% of shares outstanding; change 0.00)
Holder of PMN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5676 (value 69247; 0.00% of shares outstanding; change 0.00)
Holder of PMO: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 34200 (value 358415; 0.00% of shares outstanding; change 0.00)
Holder of PMO: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 136999 (value 1435749; 0.00% of shares outstanding; change 1.02)
Holder of PMO: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 58299 (value 610973; 0.00% of shares outstanding; change 0.49)
Holder of PMO: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 28577 (value 299486; 0.00% of shares outstanding; change 0.61)
Holder of PMO: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 118790 (value 1244919; 0.00% of shares outstanding; change 1.00)
Holder of PMO: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 83312 (value 873109; 0.00% of shares outstanding; change 0.32)
Holder of PMO: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 126 (value 1312; 0.00% of shares outstanding; change -0.36)
Holder of PMO: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 126 (value 1320; 0.00% of shares outstanding; change -0.36)
Holder of PMO: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 284 (value 2976; 0.00% of shares outstanding; change -0.22)
Holder of PMO: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 69200 (value 713452; 0.00% of shares outstanding; change 1.02)
Holder of PMO: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 557238 (value 5745124; 0.02% of shares outstanding; change 0.13)
Holder of PMO: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 303882 (value 3133023; 0.01% of shares outstanding; change 1.22)
Holder of PMO: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 60269 (value 621373; 0.00% of shares outstanding; change 0.03)
Holder of PMO: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 31308 (value 322785; 0.00% of shares outstanding; change 0.10)
Holder of PMO: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 124819 (value 1286883; 0.00% of shares outstanding; change 0.05)
Holder of PMO: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 85366 (value 880123; 0.00% of shares outstanding; change 0.02)
Holder of PMO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 255981 (value 2667322; 0.01% of shares outstanding; change 0.01)
Holder of PMO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 263419 (value 2800144; 0.01% of shares outstanding; change 0.03)
Holder of PMO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 256148 (value 2640885; 0.01% of shares outstanding; change -0.03)
Holder of PMT: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1929018 (value 19637403; 0.02% of shares outstanding; change -0.07)
Holder of PMT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2998179 (value 30521463; 0.03% of shares outstanding; change -0.09)
Holder of PMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1977485 (value 20684493; 0.02% of shares outstanding; change -0.04)
Holder of PMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1273231 (value 13317996; 0.01% of shares outstanding; change -0.04)
Holder of PMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2716132 (value 28410740; 0.03% of shares outstanding; change 0.00)
Holder of PMT: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1919390 (value 18694858; 0.02% of shares outstanding; change -0.01)
Holder of PMT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2922178 (value 28462013; 0.03% of shares outstanding; change -0.03)
Holder of PMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 975552 (value 9501876; 0.01% of shares outstanding; change 0.04)
Holder of PMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2010391 (value 19581207; 0.02% of shares outstanding; change 0.02)
Holder of PMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1278051 (value 12448216; 0.01% of shares outstanding; change 0.00)