speb/financial-data huggingface dataset:
Holder of FBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 35874 (value 110850; 0.00% of shares outstanding; change 0.00)
Holder of FBIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 49359 (value 147583; 0.00% of shares outstanding; change 0.00)
Holder of FBIO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 62139 (value 192009; 0.00% of shares outstanding; change 0.01)
Holder of FBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 131019 (value 437603; 0.00% of shares outstanding; change 0.00)
Holder of FBIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 20365 (value 68019; 0.00% of shares outstanding; change 0.00)
Holder of FBIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 35874 (value 119819; 0.00% of shares outstanding; change 0.00)
Holder of FBIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 49359 (value 164859; 0.00% of shares outstanding; change 0.00)
Holder of FBIO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 61327 (value 204832; 0.00% of shares outstanding; change -0.01)
Holder of FBIZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 88724 (value 5103404; 0.01% of shares outstanding; change -0.08)
Holder of FBIZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 237417 (value 13656225; 0.03% of shares outstanding; change 0.00)
Holder of FBIZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 106411 (value 6420839; 0.01% of shares outstanding; change -0.04)
Holder of FBIZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 76778 (value 4632784; 0.01% of shares outstanding; change 0.00)
Holder of FBIZ: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 127106 (value 8538981; 0.02% of shares outstanding; change -0.02)
Holder of FBIZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 76157 (value 4595313; 0.01% of shares outstanding; change 0.00)
Holder of FBIZ: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 91858 (value 5568431; 0.01% of shares outstanding; change 0.00)
Holder of FBIZ: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 133317 (value 8081676; 0.02% of shares outstanding; change 0.00)
Holder of FBIZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 94757 (value 6365775; 0.01% of shares outstanding; change 0.07)
Holder of FBIZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 237417 (value 15949674; 0.03% of shares outstanding; change 0.00)
Holder of FBIZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 204155 (value 11742995; 0.02% of shares outstanding; change 0.02)
Holder of FBIZ: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 207004 (value 12033142; 0.02% of shares outstanding; change 0.05)
Holder of FBIZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 106411 (value 7148691; 0.01% of shares outstanding; change 0.00)
Holder of FBIZ: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 76778 (value 5157946; 0.01% of shares outstanding; change 0.00)
Holder of FBIZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 77779 (value 5225193; 0.01% of shares outstanding; change 0.02)
Holder of FBIZ: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 91858 (value 5948724; 0.01% of shares outstanding; change 0.00)
Holder of FBIZ: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 133317 (value 8633609; 0.02% of shares outstanding; change 0.00)
Holder of FBIZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 196210 (value 12706560; 0.02% of shares outstanding; change -0.04)
Holder of FBIZ: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 216522 (value 14021965; 0.03% of shares outstanding; change 0.05)
Holder of FBIZ: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 91858 (value 6171020; 0.01% of shares outstanding; change 0.00)
Holder of FBIZ: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 133317 (value 8956236; 0.02% of shares outstanding; change 0.00)
Holder of FBIZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 198065 (value 13306006; 0.02% of shares outstanding; change 0.01)
Holder of FBIZ: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 226117 (value 15190540; 0.03% of shares outstanding; change 0.04)
Holder of FBK: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 829171 (value 44095314; 0.02% of shares outstanding; change -0.13)
Holder of FBK: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 678320 (value 35740679; 0.01% of shares outstanding; change 0.00)
Holder of FBK: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1286425 (value 68412081; 0.03% of shares outstanding; change -0.16)
Holder of FBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 436719 (value 23010723; 0.01% of shares outstanding; change -0.03)
Holder of FBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1456492 (value 76742561; 0.03% of shares outstanding; change 0.04)
Holder of FBK: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 590407 (value 31734376; 0.01% of shares outstanding; change -0.01)
Holder of FBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 407758 (value 21916992; 0.01% of shares outstanding; change -0.03)
Holder of FBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 404128 (value 21721880; 0.01% of shares outstanding; change 0.01)
Holder of FBK: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 805846 (value 47625497; 0.02% of shares outstanding; change -0.03)
Holder of FBK: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 677296 (value 40028192; 0.01% of shares outstanding; change 0.00)
Holder of FBK: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1227699 (value 72557009; 0.02% of shares outstanding; change -0.05)
Holder of FBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 449266 (value 26551619; 0.01% of shares outstanding; change 0.03)
Holder of FBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1390035 (value 82151066; 0.03% of shares outstanding; change -0.05)
Holder of FBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1060624 (value 55884277; 0.02% of shares outstanding; change 0.05)
Holder of FBK: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 523414 (value 30933766; 0.01% of shares outstanding; change -0.11)
Holder of FBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 436477 (value 24770069; 0.01% of shares outstanding; change 0.08)
Holder of FBK: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 442703 (value 26163746; 0.01% of shares outstanding; change 0.28)
Holder of FBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 420784 (value 23143120; 0.01% of shares outstanding; change 0.05)
Holder of FBK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2460948 (value 132275955; 0.05% of shares outstanding; change 0.02)
Holder of FBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1019083 (value 57639335; 0.02% of shares outstanding; change -0.04)
Holder of FBK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2448863 (value 144727799; 0.05% of shares outstanding; change 0.00)
Holder of FBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1039263 (value 61420441; 0.02% of shares outstanding; change 0.02)
Holder of FBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 505886 (value 29897861; 0.01% of shares outstanding; change 0.30)
Holder of FBLA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 210747 (value 2937813; 0.01% of shares outstanding; change -0.01)
Holder of FBLA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 622559 (value 8678472; 0.04% of shares outstanding; change 0.04)
Holder of FBLA: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 44391 (value 643225; 0.00% of shares outstanding; change 0.00)
Holder of FBLA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 166496 (value 2412527; 0.01% of shares outstanding; change 0.02)
Holder of FBLA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 87963 (value 1367824; 0.01% of shares outstanding; change 0.00)
Holder of FBLA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 84001 (value 1182734; 0.01% of shares outstanding; change -0.15)
Holder of FBLA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 36750 (value 512294; 0.00% of shares outstanding; change 0.00)
Holder of FBLA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 211285 (value 3285481; 0.01% of shares outstanding; change 0.00)
Holder of FBLA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 540163 (value 8399534; 0.03% of shares outstanding; change -0.13)
Holder of FBLA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 40138 (value 565143; 0.00% of shares outstanding; change -0.14)
Holder of FBLA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 371769 (value 5182459; 0.02% of shares outstanding; change -0.05)
Holder of FBLA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 137261 (value 1913418; 0.01% of shares outstanding; change -0.08)
Holder of FBLA: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 56096 (value 872292; 0.00% of shares outstanding; change 1.66)
Holder of FBLA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 81548 (value 1243607; 0.01% of shares outstanding; change -0.03)
Holder of FBLA: Fidelity Salem Street TRT-Fidelity SAI Small-Mid Cap Momentum Index Fd
Shares held as of 2026-04-30: 56307 (value 815888; 0.00% of shares outstanding; change 1.00)
Holder of FBLA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 149642 (value 2326933; 0.01% of shares outstanding; change -0.10)
Holder of FBLA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 41297 (value 629779; 0.00% of shares outstanding; change 0.03)
Holder of FBLA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 357241 (value 5447925; 0.02% of shares outstanding; change -0.04)
Holder of FBLA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 135701 (value 2069440; 0.01% of shares outstanding; change -0.01)
Holder of FBLA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 81548 (value 1268071; 0.01% of shares outstanding; change 0.00)
Holder of FBLA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 36750 (value 560437; 0.00% of shares outstanding; change 0.00)
Holder of FBLA: Fidelity Salem Street TRT-Fidelity SAI Small-Mid Cap Momentum Index Fd
Shares held as of 2026-05-31: 56580 (value 879819; 0.00% of shares outstanding; change 0.00)
Holder of FBLA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 41766 (value 649461; 0.00% of shares outstanding; change 0.01)
Holder of FBLA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 360633 (value 5607843; 0.02% of shares outstanding; change 0.01)
Holder of FBLA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 136845 (value 2127939; 0.01% of shares outstanding; change 0.01)
Holder of FBLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 14003 (value 16243; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 39897 (value 46280; 0.01% of shares outstanding; change 0.00)
Holder of FBLG: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 254 (value 180; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 19544 (value 20130; 0.00% of shares outstanding; change 0.74)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1099 (value 1131; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2571 (value 2648; 0.00% of shares outstanding; change 0.16)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2266 (value 2333; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 27769 (value 19771; 0.00% of shares outstanding; change 0.98)
Holder of FBLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 39897 (value 28406; 0.01% of shares outstanding; change 0.00)
Holder of FBLG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 6197 (value 6382; 0.00% of shares outstanding; change -0.01)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 19544 (value 17712; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1099 (value 996; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2571 (value 2330; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2266 (value 1745; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 6237 (value 5652; 0.00% of shares outstanding; change 0.01)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 19544 (value 13915; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1099 (value 782; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2571 (value 1830; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2266 (value 1613; 0.00% of shares outstanding; change 0.00)
Holder of FBLG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 6155 (value 4382; 0.00% of shares outstanding; change -0.01)
Holder of FBNC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 448171 (value 26365900; 0.01% of shares outstanding; change 0.01)
Holder of FBNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1246277 (value 73318478; 0.03% of shares outstanding; change 0.00)
Holder of FBNC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1053957 (value 64038425; 0.03% of shares outstanding; change -0.15)
Holder of FBNC: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 832228 (value 52213986; 0.02% of shares outstanding; change -0.11)
Holder of FBNC: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 428100 (value 26011355; 0.01% of shares outstanding; change -0.05)
Holder of FBNC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 394101 (value 23945576; 0.01% of shares outstanding; change 0.01)
Holder of FBNC: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 464206 (value 28205155; 0.01% of shares outstanding; change 0.00)
Holder of FBNC: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 470270 (value 28573604; 0.01% of shares outstanding; change 2.01)
Holder of FBNC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 460806 (value 28910969; 0.01% of shares outstanding; change 0.03)
Holder of FBNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1267819 (value 79542966; 0.03% of shares outstanding; change 0.02)
Holder of FBNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 992688 (value 58399836; 0.02% of shares outstanding; change 0.00)
Holder of FBNC: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 442900 (value 27787546; 0.01% of shares outstanding; change 0.03)
Holder of FBNC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 398633 (value 25010235; 0.01% of shares outstanding; change 0.01)
Holder of FBNC: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 464206 (value 29124285; 0.01% of shares outstanding; change 0.00)
Holder of FBNC: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 595270 (value 37347240; 0.01% of shares outstanding; change 0.27)
Holder of FBNC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 988430 (value 62014099; 0.02% of shares outstanding; change -0.06)
Holder of FBNC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2527706 (value 153583412; 0.06% of shares outstanding; change 0.02)
Holder of FBNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 953871 (value 62335468; 0.02% of shares outstanding; change -0.04)
Holder of FBNC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2513296 (value 157684195; 0.06% of shares outstanding; change -0.01)
Holder of FBNC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 962934 (value 60414480; 0.02% of shares outstanding; change 0.01)
Holder of FBP: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 2246274 (value 53865649; 0.01% of shares outstanding; change 0.06)
Holder of FBP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3582287 (value 85903240; 0.02% of shares outstanding; change -0.06)
Holder of FBP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2310841 (value 55413966; 0.01% of shares outstanding; change -0.05)
Holder of FBP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5059399 (value 121324385; 0.03% of shares outstanding; change 0.01)
Holder of FBP: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 2888513 (value 72790529; 0.02% of shares outstanding; change 0.01)
Holder of FBP: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 2304961 (value 58085018; 0.01% of shares outstanding; change -0.02)
Holder of FBP: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 2246274 (value 64737615; 0.01% of shares outstanding; change 0.00)
Holder of FBP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3609980 (value 104039622; 0.02% of shares outstanding; change 0.01)
Holder of FBP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2299661 (value 66276229; 0.01% of shares outstanding; change 0.00)
Holder of FBP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4965139 (value 143095304; 0.03% of shares outstanding; change -0.02)
Holder of FBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3840963 (value 92106290; 0.02% of shares outstanding; change -0.02)
Holder of FBP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 4784405 (value 116356728; 0.03% of shares outstanding; change 0.04)
Holder of FBP: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 2970613 (value 85613065; 0.02% of shares outstanding; change 0.03)
Holder of FBP: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 2275561 (value 65581667; 0.01% of shares outstanding; change -0.01)
Holder of FBP: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 4221228 (value 107641314; 0.03% of shares outstanding; change 0.01)
Holder of FBP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9349569 (value 235609145; 0.06% of shares outstanding; change 0.00)
Holder of FBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3621377 (value 96654554; 0.02% of shares outstanding; change -0.06)
Holder of FBP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 4935601 (value 131731193; 0.03% of shares outstanding; change 0.03)
Holder of FBP: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 4264531 (value 117018732; 0.03% of shares outstanding; change 0.01)
Holder of FBP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 9349569 (value 269454575; 0.06% of shares outstanding; change 0.00)
Holder of FBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3693296 (value 106440789; 0.02% of shares outstanding; change 0.02)
Holder of FBP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 5096718 (value 146887411; 0.03% of shares outstanding; change 0.03)
Holder of FBP: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 4266183 (value 122951392; 0.03% of shares outstanding; change 0.00)
Holder of FBRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 877107 (value 7604517; 0.01% of shares outstanding; change 0.02)
Holder of FBRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1854612 (value 16079486; 0.02% of shares outstanding; change -0.05)
Holder of FBRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1194330 (value 10354841; 0.02% of shares outstanding; change -0.04)
Holder of FBRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2509970 (value 21761440; 0.03% of shares outstanding; change -0.02)
Holder of FBRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 819794 (value 6910863; 0.01% of shares outstanding; change 0.01)
Holder of FBRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 906939 (value 7083193; 0.01% of shares outstanding; change 0.03)
Holder of FBRT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 929373 (value 7258403; 0.01% of shares outstanding; change -0.50)
Holder of FBRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2564870 (value 20031634; 0.03% of shares outstanding; change 0.02)
Holder of FBRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2029002 (value 17591447; 0.03% of shares outstanding; change 0.02)
Holder of FBRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 828318 (value 6469163; 0.01% of shares outstanding; change 0.01)
Holder of FBRT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 1391472 (value 11618791; 0.02% of shares outstanding; change -0.01)
Holder of FBRT: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 939430 (value 7844240; 0.01% of shares outstanding; change 0.00)
Holder of FBRT: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-04-30: 764065 (value 6548036; 0.01% of shares outstanding; change -0.01)
Holder of FBRT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4984495 (value 42019294; 0.06% of shares outstanding; change 0.02)
Holder of FBRT: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 964519 (value 7745087; 0.01% of shares outstanding; change 0.00)
Holder of FBRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1949552 (value 15654902; 0.03% of shares outstanding; change -0.04)
Holder of FBRT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 1403400 (value 11451743; 0.02% of shares outstanding; change 0.01)
Holder of FBRT: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 947465 (value 7731314; 0.01% of shares outstanding; change 0.01)
Holder of FBRT: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-05-31: 771473 (value 6503517; 0.01% of shares outstanding; change 0.01)
Holder of FBRT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4946783 (value 38634374; 0.06% of shares outstanding; change -0.01)
Holder of FBRT: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 982218 (value 7671122; 0.01% of shares outstanding; change 0.02)
Holder of FBRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1968102 (value 15370876; 0.03% of shares outstanding; change 0.01)
Holder of FBRT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 706089 (value 5514555; 0.01% of shares outstanding; change 0.01)
Holder of FBRT: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 790466 (value 6173539; 0.01% of shares outstanding; change 0.04)
Holder of FBRT: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 1084886 (value 8472959; 0.01% of shares outstanding; change 0.15)
Holder of FBRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 118578 (value 2261282; 0.01% of shares outstanding; change 0.00)
Holder of FBRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 378527 (value 7218509; 0.02% of shares outstanding; change 0.02)
Holder of FBRX: ALGER FUNDS-Alger Health Sciences Fund
Shares held as of 2026-01-31: 120918 (value 2158386; 0.01% of shares outstanding; change -0.10)
Holder of FBRX: ALGER FUNDS-Alger Small Cap Focus Fund
Shares held as of 2026-01-31: 496062 (value 8854706; 0.02% of shares outstanding; change 0.00)
Holder of FBRX: ALGER FUNDS-Alger Small Cap Growth Fund
Shares held as of 2026-01-31: 157755 (value 2815926; 0.01% of shares outstanding; change 0.00)
Holder of FBRX: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-01-31: 1040900 (value 18580065; 0.05% of shares outstanding; change 0.00)
Holder of FBRX: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 702400 (value 12537840; 0.03% of shares outstanding; change 0.00)
Holder of FBRX: ALGER PORTFOLIOS-Alger Large Cap Growth Portfolio
Shares held as of 2026-03-31: 139472 (value 7640275; 0.01% of shares outstanding; change 0.00)
Holder of FBRX: ALGER PORTFOLIOS-Alger Small Cap Growth Portfolio
Shares held as of 2026-03-31: 128020 (value 7012935; 0.01% of shares outstanding; change 0.00)
Holder of FBRX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 340695 (value 5628281; 0.02% of shares outstanding; change 0.10)
Holder of FBRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 124882 (value 6841035; 0.01% of shares outstanding; change 0.05)
Holder of FBRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 393727 (value 21568364; 0.02% of shares outstanding; change 0.04)
Holder of FBRX: ALGER FUNDS-Alger Health Sciences Fund
Shares held as of 2026-04-30: 97650 (value 5349266; 0.00% of shares outstanding; change -0.19)
Holder of FBRX: ALGER FUNDS-Alger Small Cap Focus Fund
Shares held as of 2026-04-30: 496062 (value 27174275; 0.02% of shares outstanding; change 0.00)
Holder of FBRX: ALGER FUNDS-Alger Small Cap Growth Fund
Shares held as of 2026-04-30: 157755 (value 8641818; 0.01% of shares outstanding; change 0.00)
Holder of FBRX: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-04-30: 1251500 (value 68557168; 0.06% of shares outstanding; change 0.20)
Holder of FBRX: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 832100 (value 45582436; 0.04% of shares outstanding; change 0.18)
Holder of FBRX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 563591 (value 10060099; 0.03% of shares outstanding; change 0.65)
Holder of FBRX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 563591 (value 30873514; 0.03% of shares outstanding; change 0.00)
Holder of FBYD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 173055 (value 2682352; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 35826 (value 587904; 0.00% of shares outstanding; change 1.00)
Holder of FBYD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 117757 (value 1932392; 0.00% of shares outstanding; change 0.20)
Holder of FBYD: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 71919 (value 754430; 0.00% of shares outstanding; change 1.00)
Holder of FBYD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 87676 (value 1287083; 0.00% of shares outstanding; change 0.04)
Holder of FBYD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 24673 (value 362199; 0.00% of shares outstanding; change 0.01)
Holder of FBYD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 30342 (value 445420; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 24660 (value 273726; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 173055 (value 1815346; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 381171 (value 5908150; 0.01% of shares outstanding; change 0.28)
Holder of FBYD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 27950 (value 433225; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 87357 (value 1720932; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 24673 (value 486058; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 30342 (value 497912; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 172732 (value 1811958; 0.00% of shares outstanding; change 0.47)
Holder of FBYD: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 38425 (value 403078; 0.00% of shares outstanding; change 0.07)
Holder of FBYD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 366189 (value 7213923; 0.01% of shares outstanding; change -0.04)
Holder of FBYD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 106487 (value 2097793; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 37620 (value 741114; 0.00% of shares outstanding; change 0.35)
Holder of FBYD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 83182 (value 872579; 0.00% of shares outstanding; change -0.05)
Holder of FBYD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 30342 (value 318287; 0.00% of shares outstanding; change 0.00)
Holder of FBYD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 369687 (value 3878016; 0.01% of shares outstanding; change 0.01)
Holder of FBYD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 105391 (value 1105551; 0.00% of shares outstanding; change -0.01)
Holder of FBYD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 37939 (value 397980; 0.00% of shares outstanding; change 0.01)
Holder of FBYD: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 52612 (value 551899; 0.00% of shares outstanding; change 1.00)
Holder of FC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 106221 (value 2519562; 0.01% of shares outstanding; change -0.15)
Holder of FC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 349634 (value 8293318; 0.03% of shares outstanding; change 0.00)
Holder of FC: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 149737 (value 3577216; 0.01% of shares outstanding; change 0.19)
Holder of FC: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-01-31: 137190 (value 3277469; 0.01% of shares outstanding; change 0.76)
Holder of FC: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-03-31: 250693 (value 6096853; 0.02% of shares outstanding; change -0.07)
Holder of FC: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 137525 (value 2833015; 0.01% of shares outstanding; change 0.17)
Holder of FC: ROYCE FUND-Royce Small-Cap Fund
Shares held as of 2026-03-31: 190198 (value 3918078; 0.02% of shares outstanding; change 1.70)
Holder of FC: ROYCE FUND-Royce Small-Cap Total Return Fund
Shares held as of 2026-03-31: 613099 (value 12629839; 0.05% of shares outstanding; change 1.15)
Holder of FC: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 211144 (value 4349566; 0.02% of shares outstanding; change 1.70)
Holder of FC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 106221 (value 2188152; 0.01% of shares outstanding; change 0.00)
Holder of FC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 349634 (value 7202460; 0.03% of shares outstanding; change 0.00)
Holder of FC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 243717 (value 5780967; 0.02% of shares outstanding; change -0.07)
Holder of FC: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-04-30: 250693 (value 6264818; 0.02% of shares outstanding; change 0.00)
Holder of FC: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 154013 (value 3172667; 0.01% of shares outstanding; change 0.03)
Holder of FC: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-04-30: 149637 (value 3082522; 0.01% of shares outstanding; change 0.09)
Holder of FC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 234183 (value 5852233; 0.02% of shares outstanding; change -0.04)
Holder of FC: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-05-31: 250693 (value 5164275; 0.02% of shares outstanding; change 0.00)
Holder of FC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 236409 (value 4870025; 0.02% of shares outstanding; change 0.01)
Holder of FC6A.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 300700 (value 538253000; 0.03% of shares outstanding; change 13.63)
Holder of FC6A.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 296500 (value 530735000; 0.03% of shares outstanding; change 0.00)
Holder of FC6A.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund
Shares held as of 2026-03-31: 256012 (value 458261480; 0.02% of shares outstanding; change -0.04)
Holder of FC6A.DE: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 89773 (value 160693670; 0.01% of shares outstanding; change 0.43)
Holder of FC6A.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 108505 (value 194223950; 0.01% of shares outstanding; change 0.00)
Holder of FC6A.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 189060 (value 338417400; 0.02% of shares outstanding; change -0.03)
Holder of FC6A.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 120387 (value 215492730; 0.01% of shares outstanding; change -0.04)
Holder of FC6A.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 261074 (value 467322460; 0.02% of shares outstanding; change -0.03)
Holder of FC6A.DE: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 151039 (value 270359810; 0.01% of shares outstanding; change -0.34)
Holder of FC6A.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 285246 (value 510590340; 0.03% of shares outstanding; change 0.10)
Holder of FCAP: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 18278 (value 1208906; 0.01% of shares outstanding; change 0.00)
Holder of FCAP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 35179 (value 2174414; 0.01% of shares outstanding; change 0.00)
Holder of FCAP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 109184 (value 6748663; 0.03% of shares outstanding; change 1.00)
Holder of FCAP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 31737 (value 1999431; 0.01% of shares outstanding; change 0.00)
Holder of FCAP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 16096 (value 977349; 0.00% of shares outstanding; change 0.01)
Holder of FCAP: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 15035 (value 912925; 0.00% of shares outstanding; change 0.00)
Holder of FCAP: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 19452 (value 1181125; 0.01% of shares outstanding; change 0.06)
Holder of FCAP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 18664 (value 1234436; 0.01% of shares outstanding; change 0.05)
Holder of FCAP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 36656 (value 2225752; 0.01% of shares outstanding; change 0.04)
Holder of FCAP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 109184 (value 6629652; 0.03% of shares outstanding; change 0.00)
Holder of FCAP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 8254 (value 545919; 0.00% of shares outstanding; change -0.05)
Holder of FCAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 74034 (value 4576041; 0.02% of shares outstanding; change 0.02)
Holder of FCAP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 27405 (value 1693903; 0.01% of shares outstanding; change 0.00)
Holder of FCAP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 18596 (value 1207438; 0.01% of shares outstanding; change 0.00)
Holder of FCAP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 32622 (value 1980807; 0.01% of shares outstanding; change 0.03)
Holder of FCAP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 8547 (value 554956; 0.00% of shares outstanding; change 0.04)
Holder of FCAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 71083 (value 4615419; 0.02% of shares outstanding; change -0.04)
Holder of FCAP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 27090 (value 1758953; 0.01% of shares outstanding; change -0.01)
Holder of FCAP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 18085 (value 1098121; 0.01% of shares outstanding; change -0.03)
Holder of FCAP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 8435 (value 512173; 0.00% of shares outstanding; change -0.01)
Holder of FCAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 71772 (value 4357995; 0.02% of shares outstanding; change 0.01)
Holder of FCAP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 27321 (value 1658931; 0.01% of shares outstanding; change 0.01)
Holder of FCBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 195832 (value 8442317; 0.01% of shares outstanding; change 0.03)
Holder of FCBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 527123 (value 22724272; 0.03% of shares outstanding; change 0.04)
Holder of FCBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 98653 (value 4283513; 0.01% of shares outstanding; change -0.01)
Holder of FCBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 142138 (value 6171631; 0.01% of shares outstanding; change 0.00)
Holder of FCBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 170490 (value 7402675; 0.01% of shares outstanding; change -0.02)
Holder of FCBC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 105773 (value 4592663; 0.01% of shares outstanding; change 0.00)
Holder of FCBC: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 100700 (value 4372393; 0.01% of shares outstanding; change 0.02)
Holder of FCBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 154798 (value 6721328; 0.01% of shares outstanding; change 0.01)
Holder of FCBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 207841 (value 10076131; 0.01% of shares outstanding; change 0.06)
Holder of FCBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 563059 (value 27297100; 0.03% of shares outstanding; change 0.07)
Holder of FCBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 393139 (value 16948222; 0.02% of shares outstanding; change 0.02)
Holder of FCBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 139018 (value 5993066; 0.01% of shares outstanding; change 0.04)
Holder of FCBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 142138 (value 6890850; 0.01% of shares outstanding; change 0.00)
Holder of FCBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 170490 (value 8265355; 0.01% of shares outstanding; change 0.00)
Holder of FCBC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 105901 (value 5134080; 0.01% of shares outstanding; change 0.00)
Holder of FCBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 97267 (value 4439265; 0.01% of shares outstanding; change 0.00)
Holder of FCBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 164053 (value 7953289; 0.01% of shares outstanding; change 0.06)
Holder of FCBC: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 102769 (value 4982241; 0.01% of shares outstanding; change 0.02)
Holder of FCBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 377703 (value 17238364; 0.02% of shares outstanding; change -0.04)
Holder of FCBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 137428 (value 6272213; 0.01% of shares outstanding; change -0.01)
Holder of FCBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 95814 (value 4645062; 0.01% of shares outstanding; change -0.01)
Holder of FCBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 387165 (value 18769759; 0.02% of shares outstanding; change 0.03)
Holder of FCBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 141806 (value 6874754; 0.01% of shares outstanding; change 0.03)
Holder of FCC.MC: Putnam Investment Funds-Putnam International Small Cap Fund
Shares held as of 2026-02-28: 219818 (value 2853237; 0.00% of shares outstanding; change 0.00)
Holder of FCC.MC: -SSgA SPDR ETFS Europe I-State Street SPDR Morningstar Multi-Asset Glo
Shares held as of 2026-04-30: 9689 (value 112779; 0.00% of shares outstanding; change 0.00)
Holder of FCC.MC: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 2513 (value 32618; 0.00% of shares outstanding; change 1.00)
Holder of FCC.MC: SPDR INDEX SHARES FUNDS-State Street SPDR Portfolio Europe ETF
Shares held as of 2026-04-30: 3094 (value 37189; 0.00% of shares outstanding; change 0.00)
Holder of FCC.MC: WisdomTree Trust-WisdomTree Dynamic International Equity Fund
Shares held as of 2026-04-30: 30732 (value 398901; 0.00% of shares outstanding; change 0.02)
Holder of FCC.MC: WisdomTree Trust-WisdomTree Global High Dividend Fund
Shares held as of 2026-04-30: 1073 (value 13927; 0.00% of shares outstanding; change 0.00)
Holder of FCC.MC: WisdomTree Trust-WisdomTree International Equity Fund
Shares held as of 2026-04-30: 14879 (value 193129; 0.00% of shares outstanding; change -0.02)
Holder of FCC.MC: WisdomTree Trust-WisdomTree International MidCap Dividend Fund
Shares held as of 2026-04-30: 18263 (value 237053; 0.00% of shares outstanding; change -0.03)
Holder of FCC.MC: -SSgA SPDR ETFS Europe I-State Street SPDR Morningstar Multi-Asset Glo
Shares held as of 2026-05-31: 9689 (value 125763; 0.00% of shares outstanding; change 0.00)
Holder of FCC.MC: SPDR INDEX SHARES FUNDS-State Street SPDR Portfolio Europe ETF
Shares held as of 2026-05-31: 3025 (value 39264; 0.00% of shares outstanding; change -0.02)
Holder of FCCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 80125 (value 2408557; 0.01% of shares outstanding; change -0.01)