speb/financial-data huggingface dataset:
Holder of PSM.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 221626 (value 793864; 0.00% of shares outstanding; change 0.09)
Holder of PSM.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 783603 (value 2806865; 0.00% of shares outstanding; change 0.00)
Holder of PSM.DE: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-04-30: 81253 (value 324686; 0.00% of shares outstanding; change 0.01)
Holder of PSM.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 416719 (value 1665209; 0.00% of shares outstanding; change 0.01)
Holder of PSM.DE: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 175342 (value 628075; 0.00% of shares outstanding; change 0.00)
Holder of PSM.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 228622 (value 913573; 0.00% of shares outstanding; change 0.00)
Holder of PSM.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 420099 (value 1504794; 0.00% of shares outstanding; change 0.01)
Holder of PSM.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 228622 (value 818924; 0.00% of shares outstanding; change 0.00)
Holder of PSMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 272878 (value 46386532; 0.01% of shares outstanding; change 0.01)
Holder of PSMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 595469 (value 101223778; 0.02% of shares outstanding; change -0.04)
Holder of PSMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 384157 (value 65302850; 0.01% of shares outstanding; change -0.03)
Holder of PSMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 820037 (value 139398094; 0.03% of shares outstanding; change -0.02)
Holder of PSMT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 250981 (value 45683562; 0.01% of shares outstanding; change 0.01)
Holder of PSMT: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-03-31: 531547 (value 90357677; 0.02% of shares outstanding; change 0.06)
Holder of PSMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 281163 (value 52363798; 0.01% of shares outstanding; change 0.03)
Holder of PSMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 603857 (value 112462330; 0.02% of shares outstanding; change 0.01)
Holder of PSMT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 384605 (value 71628837; 0.01% of shares outstanding; change 0.00)
Holder of PSMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 829955 (value 154570823; 0.03% of shares outstanding; change 0.01)
Holder of PSMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 627069 (value 106595462; 0.02% of shares outstanding; change 0.01)
Holder of PSMT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 950751 (value 165402152; 0.03% of shares outstanding; change 0.00)
Holder of PSMT: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-04-30: 547927 (value 99733674; 0.02% of shares outstanding; change 0.03)
Holder of PSMT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 253804 (value 47207544; 0.01% of shares outstanding; change 0.01)
Holder of PSMT: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 721176 (value 125462989; 0.02% of shares outstanding; change 0.01)
Holder of PSMT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1538566 (value 280049789; 0.05% of shares outstanding; change 0.01)
Holder of PSMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 604164 (value 109969933; 0.02% of shares outstanding; change -0.04)
Holder of PSMT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 948707 (value 172683652; 0.03% of shares outstanding; change 0.00)
Holder of PSMT: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 547227 (value 101915559; 0.02% of shares outstanding; change 0.00)
Holder of PSMT: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 728565 (value 135513090; 0.02% of shares outstanding; change 0.01)
Holder of PSMT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1531433 (value 285214090; 0.05% of shares outstanding; change 0.00)
Holder of PSMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 614361 (value 114418596; 0.02% of shares outstanding; change 0.02)
Holder of PSMT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 945697 (value 176126614; 0.03% of shares outstanding; change 0.00)
Holder of PSMT: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 684743 (value 127526540; 0.02% of shares outstanding; change -0.06)
Holder of PSMT: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-06-30: 260308 (value 48479763; 0.01% of shares outstanding; change 0.11)
Holder of PSN: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 681235 (value 40260987; 0.01% of shares outstanding; change 0.02)
Holder of PSN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1207567 (value 71367207; 0.01% of shares outstanding; change -0.05)
Holder of PSN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 779040 (value 46041262; 0.01% of shares outstanding; change -0.04)
Holder of PSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1690413 (value 99903405; 0.02% of shares outstanding; change 0.00)
Holder of PSN: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 648328 (value 33849204; 0.01% of shares outstanding; change -0.05)
Holder of PSN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 1176234 (value 61411176; 0.01% of shares outstanding; change -0.08)
Holder of PSN: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1625291 (value 95453339; 0.02% of shares outstanding; change 0.14)
Holder of PSN: VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund
Shares held as of 2026-03-31: 625574 (value 35063422; 0.01% of shares outstanding; change 0.67)
Holder of PSN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 591589 (value 30886861; 0.01% of shares outstanding; change 0.03)
Holder of PSN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1221386 (value 71731999; 0.01% of shares outstanding; change 0.01)
Holder of PSN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 776949 (value 45630214; 0.01% of shares outstanding; change 0.00)
Holder of PSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1707268 (value 100267848; 0.02% of shares outstanding; change 0.01)
Holder of PSN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 919583 (value 51542626; 0.01% of shares outstanding; change 1.00)
Holder of PSN: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 919583 (value 54007109; 0.01% of shares outstanding; change 1.00)
Holder of PSN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 909834 (value 53434550; 0.01% of shares outstanding; change -0.23)
Holder of PSN: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 1439407 (value 84521980; 0.01% of shares outstanding; change 0.03)
Holder of PSN: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 645592 (value 37915617; 0.01% of shares outstanding; change 0.00)
Holder of PSN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1784464 (value 93166863; 0.02% of shares outstanding; change 0.02)
Holder of PSN: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 1219193 (value 68335766; 0.01% of shares outstanding; change -0.15)
Holder of PSN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1795272 (value 105436323; 0.02% of shares outstanding; change 0.01)
Holder of PSN: -iShares Defense Industrials Active ETF
Shares held as of 2026-06-30: 665694 (value 39096208; 0.01% of shares outstanding; change 0.17)
Holder of PSN: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 1156068 (value 67895873; 0.01% of shares outstanding; change -0.05)
Holder of PSN.L: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 3003416 (value 3164098756; 0.01% of shares outstanding; change 0.00)
Holder of PSN.L: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 2471409 (value 2603629381; 0.01% of shares outstanding; change 0.12)
Holder of PSN.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2959601 (value 3117939653; 0.01% of shares outstanding; change 0.02)
Holder of PSN.L: -Victory Pioneer Multi-Asset Income Fund
Shares held as of 2026-01-31: 1921288 (value 1981808572; 0.01% of shares outstanding; change -0.25)
Holder of PSN.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 2571228 (value 2652221682; 0.01% of shares outstanding; change 0.00)
Holder of PSN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 4071912 (value 4289759292; 0.01% of shares outstanding; change 0.00)
Holder of PSN.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4637630 (value 4783715345; 0.01% of shares outstanding; change 0.02)
Holder of PSN.L: Pioneer Series Trust VIII-Victory Pioneer International Equity Fund
Shares held as of 2026-02-28: 1863966 (value 2063410362; 0.01% of shares outstanding; change -0.10)
Holder of PSN.L: Templeton Funds-Templeton Foreign Fund
Shares held as of 2026-02-28: 2747119 (value 3041060733; 0.01% of shares outstanding; change -0.10)
Holder of PSN.L: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 1803883 (value 1996898481; 0.01% of shares outstanding; change -0.40)
Holder of PSN.L: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 1991659 (value 2204766513; 0.01% of shares outstanding; change -0.19)
Holder of PSN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 2541029 (value 2621071413; 0.01% of shares outstanding; change -0.38)
Holder of PSN.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3035917 (value 3360760119; 0.01% of shares outstanding; change 0.03)
Holder of PSN.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 2287028 (value 2531739996; 0.01% of shares outstanding; change -0.11)
Holder of PSN.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 1899108 (value 2102312556; 0.01% of shares outstanding; change -0.25)
Holder of PSN.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4630076 (value 5125494132; 0.01% of shares outstanding; change 0.00)
Holder of PSN.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2261661 (value 2332903321; 0.01% of shares outstanding; change 0.00)
Holder of PSN.L: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 2966938 (value 3060396547; 0.01% of shares outstanding; change 0.03)
Holder of PSN.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2277196 (value 2520855972; 0.01% of shares outstanding; change 0.01)
Holder of PSN.L: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 3023068 (value 3346536276; 0.01% of shares outstanding; change 0.02)
Holder of PSNL: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 1653200 (value 18846479; 0.02% of shares outstanding; change 3.59)
Holder of PSNL: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1940579 (value 22122599; 0.02% of shares outstanding; change 4.25)
Holder of PSNL: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 900100 (value 9676075; 0.01% of shares outstanding; change 1.00)
Holder of PSNL: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 3557793 (value 40558838; 0.03% of shares outstanding; change 3.88)
Holder of PSNL: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 922582 (value 9917756; 0.01% of shares outstanding; change 0.21)
Holder of PSNL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1659995 (value 18923942; 0.02% of shares outstanding; change -0.05)
Holder of PSNL: abrdn Healthcare Investors
Shares held as of 2025-12-31: 1895842 (value 21612598; 0.02% of shares outstanding; change 0.44)
Holder of PSNL: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 1354053 (value 15436203; 0.01% of shares outstanding; change 0.26)
Holder of PSNL: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1920748 (value 22626410; 0.02% of shares outstanding; change 0.06)
Holder of PSNL: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 659509 (value 7769015; 0.01% of shares outstanding; change -0.60)
Holder of PSNL: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 745493 (value 8781907; 0.01% of shares outstanding; change -0.62)
Holder of PSNL: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1036407 (value 12208874; 0.01% of shares outstanding; change 0.15)
Holder of PSNL: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1332564 (value 15697603; 0.01% of shares outstanding; change -0.63)
Holder of PSNL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2189695 (value 25794606; 0.02% of shares outstanding; change 0.32)
Holder of PSNL: abrdn Healthcare Investors
Shares held as of 2026-03-31: 2057518 (value 24237561; 0.02% of shares outstanding; change 0.09)
Holder of PSNL: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 1430790 (value 16854705; 0.01% of shares outstanding; change 0.06)
Holder of PSNL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1253514 (value 14290059; 0.01% of shares outstanding; change 0.02)
Holder of PSNL: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-04-30: 8017242 (value 91396555; 0.08% of shares outstanding; change 0.02)
Holder of PSNL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1204482 (value 12695240; 0.01% of shares outstanding; change -0.04)
Holder of PSNL: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-05-31: 7309580 (value 77042972; 0.07% of shares outstanding; change -0.09)
Holder of PSNL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1215930 (value 14323655; 0.01% of shares outstanding; change 0.01)
Holder of PSNL: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 7862138 (value 92615983; 0.08% of shares outstanding; change 0.08)
Holder of PSNY: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 10417 (value 209069; 0.00% of shares outstanding; change 0.00)
Holder of PSNY: Fidelity Concord Street TRT-Fidelity SAI Intl Small Cap Index Fd.
Shares held as of 2026-02-28: 12828 (value 257457; 0.00% of shares outstanding; change 1.98)
Holder of PSNY: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 33669 (value 460423; 0.00% of shares outstanding; change 3.28)
Holder of PSNY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9895 (value 187015; 0.00% of shares outstanding; change 0.00)
Holder of PSNY: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-03-31: 24404 (value 461235; 0.00% of shares outstanding; change 1.00)
Holder of PSNY: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-03-31: 178925 (value 4129588; 0.00% of shares outstanding; change 0.01)
Holder of PSNY: Fidelity Concord Street TRT-Fidelity SAI Intl Small Cap Index Fd.
Shares held as of 2026-04-30: 12828 (value 175422; 0.00% of shares outstanding; change 0.00)
Holder of PSNY: Fidelity Covington TRT-Fidelity Electric Vehicles and Future Transport
Shares held as of 2026-04-30: 14876 (value 281156; 0.00% of shares outstanding; change -0.06)
Holder of PSNY: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-04-30: 24404 (value 489788; 0.00% of shares outstanding; change 0.00)
Holder of PSNY: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-04-30: 29697 (value 561273; 0.00% of shares outstanding; change 0.08)
Holder of PSNY: Invesco Exchange-Traded Fund Trust-Invesco MSCI Sustainable Future ETF
Shares held as of 2026-04-30: 9935 (value 187771; 0.00% of shares outstanding; change 0.00)
Holder of PSNY: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 307654 (value 6174615; 0.00% of shares outstanding; change 0.01)
Holder of PSNY: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 178485 (value 3582193; 0.00% of shares outstanding; change 0.00)
Holder of PSNY: iShares Trust-iShares Self-Driving EV and Tech ETF
Shares held as of 2026-04-30: 46102 (value 925267; 0.00% of shares outstanding; change 0.01)
Holder of PSNY: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI Europe Small Cap UCITS
Shares held as of 2026-05-31: 13843 (value 189303; 0.00% of shares outstanding; change 0.89)
Holder of PSNY: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI World Small Cap UCITS 
Shares held as of 2026-05-31: 10956 (value 163244; 0.00% of shares outstanding; change 0.47)
Holder of PSNY: Fidelity Covington TRT-Fidelity Electric Vehicles and Future Transport
Shares held as of 2026-05-31: 14885 (value 298741; 0.00% of shares outstanding; change 0.00)
Holder of PSNY: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-05-31: 24404 (value 333724; 0.00% of shares outstanding; change 0.00)
Holder of PSNY: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-05-31: 31674 (value 471942; 0.00% of shares outstanding; change 0.07)
Holder of PSNY: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 337192 (value 4611100; 0.00% of shares outstanding; change 0.10)
Holder of PSNY: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 241648 (value 3304536; 0.00% of shares outstanding; change 0.35)
Holder of PSNY: iShares Trust-iShares Self-Driving EV and Tech ETF
Shares held as of 2026-05-31: 44856 (value 668354; 0.00% of shares outstanding; change -0.03)
Holder of PSNY: Fidelity Covington TRT-Fidelity Electric Vehicles and Future Transport
Shares held as of 2026-06-30: 18936 (value 258949; 0.00% of shares outstanding; change 0.27)
Holder of PSNY: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-06-30: 122940 (value 1681204; 0.00% of shares outstanding; change 2.88)
Holder of PSNY: Invesco Exchange-Traded Fund Trust-Invesco MSCI Sustainable Future ETF
Shares held as of 2026-06-30: 12813 (value 175217; 0.00% of shares outstanding; change 0.29)
Holder of PSNY: iShares Trust-iShares Self-Driving EV and Tech ETF
Shares held as of 2026-06-30: 54889 (value 750607; 0.00% of shares outstanding; change 0.22)
Holder of PSO: Praxis Mutual Funds-Praxis International Index Fund
Shares held as of 2025-12-31: 114298 (value 1693896; 0.00% of shares outstanding; change 0.00)
Holder of PSO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 349430 (value 5199518; 0.00% of shares outstanding; change 0.00)
Holder of PSO: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 139690 (value 2078587; 0.00% of shares outstanding; change -0.43)
Holder of PSO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 236150 (value 3513912; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 89400 (value 1330272; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-01-31: 97434 (value 1449817; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 135844 (value 2212898; 0.00% of shares outstanding; change 0.11)
Holder of PSO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 115179 (value 1706952; 0.00% of shares outstanding; change -0.28)
Holder of PSO: Northern Lights Fund Trust-13D Activist Fund
Shares held as of 2026-03-31: 458338 (value 7466326; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Praxis Mutual Funds-Praxis International Index Fund
Shares held as of 2026-03-31: 114298 (value 1861914; 0.00% of shares outstanding; change 0.00)
Holder of PSO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 349430 (value 5692215; 0.00% of shares outstanding; change 0.00)
Holder of PSO: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 139690 (value 2275550; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 236150 (value 3846883; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 89400 (value 1456326; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 115179 (value 1713863; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-04-30: 1111022 (value 17287502; 0.00% of shares outstanding; change 0.03)
Holder of PSO: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-04-30: 97434 (value 1587199; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 126474 (value 2060261; 0.00% of shares outstanding; change 0.10)
Holder of PSO: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-05-31: 1115083 (value 18867204; 0.00% of shares outstanding; change 0.00)
Holder of PSO: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-06-30: 823974 (value 13422537; 0.00% of shares outstanding; change -0.26)
Holder of PSON.L: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 42701674 (value 48252891620; 0.07% of shares outstanding; change 0.18)
Holder of PSON.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6052215 (value 6839002950; 0.01% of shares outstanding; change 0.01)
Holder of PSON.L: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-01-31: 2019373 (value 2281891490; 0.00% of shares outstanding; change 0.04)
Holder of PSON.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 1595182 (value 1811329161; 0.00% of shares outstanding; change -0.01)
Holder of PSON.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1420003 (value 1604603390; 0.00% of shares outstanding; change 0.00)
Holder of PSON.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9392153 (value 10664789731; 0.02% of shares outstanding; change -0.01)
Holder of PSON.L: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 53789537 (value 65945972362; 0.09% of shares outstanding; change 0.26)
Holder of PSON.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 2105284 (value 2378970920; 0.00% of shares outstanding; change 0.00)
Holder of PSON.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 2861802 (value 3233836260; 0.00% of shares outstanding; change 0.00)
Holder of PSON.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6113334 (value 7494947484; 0.01% of shares outstanding; change 0.01)
Holder of PSON.L: AB Active ETFs, Inc.-AB International Low Volatility Equity ETF
Shares held as of 2026-04-30: 1532120 (value 1739722260; 0.00% of shares outstanding; change 0.08)
Holder of PSON.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2128999 (value 2417478364; 0.00% of shares outstanding; change 0.01)
Holder of PSON.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 2989606 (value 3394697613; 0.01% of shares outstanding; change 0.04)
Holder of PSON.L: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-04-30: 2069373 (value 2537051298; 0.00% of shares outstanding; change 0.02)
Holder of PSON.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 1536862 (value 1884192812; 0.00% of shares outstanding; change -0.04)
Holder of PSON.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1460065 (value 1790039690; 0.00% of shares outstanding; change 0.03)
Holder of PSON.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9294932 (value 11395586632; 0.02% of shares outstanding; change -0.01)
Holder of PSON.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4218193 (value 4789758151; 0.01% of shares outstanding; change 0.00)
Holder of PSON.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1986532 (value 2255707086; 0.00% of shares outstanding; change 0.00)
Holder of PSON.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2151836 (value 2638150936; 0.00% of shares outstanding; change 0.01)
Holder of PSON.L: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 3047184 (value 3735847584; 0.01% of shares outstanding; change 0.02)
Holder of PSON.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4133116 (value 5067200216; 0.01% of shares outstanding; change -0.02)
Holder of PSON.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1686832 (value 2068056032; 0.00% of shares outstanding; change -0.15)
Holder of PSQH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 330638 (value 216237; 0.01% of shares outstanding; change 0.00)
Holder of PSQH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 815759 (value 533506; 0.02% of shares outstanding; change 0.00)
Holder of PSQH: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 23585 (value 15424; 0.00% of shares outstanding; change 0.00)
Holder of PSQH: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 2133 (value 7124; 0.00% of shares outstanding; change 0.00)
Holder of PSQH: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 418 (value 1396; 0.00% of shares outstanding; change 0.00)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 303534 (value 157443; 0.01% of shares outstanding; change 0.10)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 51600 (value 26764; 0.00% of shares outstanding; change 0.16)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 68335 (value 35445; 0.00% of shares outstanding; change 0.00)
Holder of PSQH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 22043 (value 73623; 0.01% of shares outstanding; change 0.00)
Holder of PSQH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 54384 (value 181642; 0.02% of shares outstanding; change 0.00)
Holder of PSQH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 93379 (value 48435; 0.00% of shares outstanding; change -0.01)
Holder of PSQH: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 10 (value 33; 0.00% of shares outstanding; change 1.00)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 302429 (value 134883; 0.01% of shares outstanding; change 0.00)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 51600 (value 23013; 0.00% of shares outstanding; change 0.00)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 68335 (value 30477; 0.00% of shares outstanding; change 0.00)
Holder of PSQH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 93993 (value 41920; 0.00% of shares outstanding; change 0.01)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 18001 (value 60123; 0.01% of shares outstanding; change -0.11)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3440 (value 11489; 0.00% of shares outstanding; change 0.00)
Holder of PSQH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4556 (value 15217; 0.00% of shares outstanding; change 0.00)
Holder of PSQH: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 6184 (value 20654; 0.00% of shares outstanding; change -0.01)
Holder of PSTL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 262393 (value 6045534; 0.01% of shares outstanding; change 0.00)
Holder of PSTL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 721505 (value 16623475; 0.03% of shares outstanding; change 0.05)
Holder of PSTL: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 228503 (value 5207583; 0.01% of shares outstanding; change 1.00)
Holder of PSTL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 235747 (value 5372674; 0.01% of shares outstanding; change 0.01)
Holder of PSTL: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 878500 (value 20021015; 0.03% of shares outstanding; change 0.00)
Holder of PSTL: NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund
Shares held as of 2026-02-28: 196000 (value 4457039; 0.01% of shares outstanding; change 0.00)
Holder of PSTL: Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
Shares held as of 2026-03-31: 719580 (value 16579123; 0.03% of shares outstanding; change 0.12)
Holder of PSTL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 268573 (value 6445752; 0.01% of shares outstanding; change 0.02)
Holder of PSTL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 782149 (value 18771576; 0.03% of shares outstanding; change 0.08)
Holder of PSTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 585736 (value 13495357; 0.02% of shares outstanding; change 0.05)
Holder of PSTL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 209642 (value 4830151; 0.01% of shares outstanding; change 0.04)
Holder of PSTL: -Fidelity SAI Real Estate Income Fund
Shares held as of 2026-04-30: 283536 (value 6804864; 0.01% of shares outstanding; change 1.00)
Holder of PSTL: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 534580 (value 12829920; 0.02% of shares outstanding; change 1.34)
Holder of PSTL: Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
Shares held as of 2026-04-30: 719580 (value 16399228; 0.03% of shares outstanding; change 0.00)
Holder of PSTL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 252341 (value 6056184; 0.01% of shares outstanding; change 0.07)
Holder of PSTL: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-04-30: 270014 (value 6140118; 0.01% of shares outstanding; change 0.00)
Holder of PSTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 583010 (value 13286798; 0.02% of shares outstanding; change 0.00)
Holder of PSTL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 213425 (value 4863955; 0.01% of shares outstanding; change 0.02)
Holder of PSTL: Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
Shares held as of 2026-05-31: 709480 (value 17027520; 0.03% of shares outstanding; change -0.01)
Holder of PSTL: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-05-31: 270723 (value 6510887; 0.01% of shares outstanding; change 0.00)
Holder of PSTL: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 340517 (value 7760382; 0.01% of shares outstanding; change 1.00)
Holder of PSTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 599936 (value 14398464; 0.02% of shares outstanding; change 0.03)
Holder of PSTL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 215229 (value 5165496; 0.01% of shares outstanding; change 0.01)
Holder of PSTL: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-06-30: 491154 (value 11787696; 0.02% of shares outstanding; change -0.17)
Holder of PSTL: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-06-30: 256870 (value 6164880; 0.01% of shares outstanding; change -0.05)
Holder of PSTV: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2025-12-31: 98 (value 530; 0.00% of shares outstanding; change 0.10)
Holder of PSTV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 60590 (value 352633; 0.01% of shares outstanding; change 0.59)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1080939 (value 5847879; 0.16% of shares outstanding; change 36.11)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 71239 (value 385402; 0.01% of shares outstanding; change 24.00)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 258319 (value 1397505; 0.04% of shares outstanding; change 32.53)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 249152 (value 1347912; 0.04% of shares outstanding; change 24.00)
Holder of PSTV: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 98 (value 375; 0.00% of shares outstanding; change 0.00)
Holder of PSTV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 97084 (value 371831; 0.01% of shares outstanding; change 0.60)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 43080 (value 180935; 0.01% of shares outstanding; change -0.96)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2849 (value 11965; 0.00% of shares outstanding; change -0.96)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10332 (value 43394; 0.00% of shares outstanding; change -0.96)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 9966 (value 41857; 0.00% of shares outstanding; change -0.96)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 39144 (value 149921; 0.01% of shares outstanding; change -0.09)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2849 (value 10911; 0.00% of shares outstanding; change 0.00)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10332 (value 39571; 0.00% of shares outstanding; change 0.00)
Holder of PSTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 9966 (value 38169; 0.00% of shares outstanding; change 0.00)
Holder of PSUS: -VistaShares Target 15 ACKtivist Select Income ETF
Shares held as of 2026-04-30: 130000 (value 4743700; 0.00% of shares outstanding; change 1.00)
Holder of PSUS: Putnam Funds Trust-PUTNAM CORE EQUITY FUND
Shares held as of 2026-04-30: 155500 (value 5674195; 0.00% of shares outstanding; change 1.00)
Holder of PSX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 10158484 (value 1786674215; 0.03% of shares outstanding; change 0.02)
Holder of PSX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12658955 (value 2226457067; 0.03% of shares outstanding; change 0.00)
Holder of PSX: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2943008 (value 488951347; 0.01% of shares outstanding; change 1.00)
Holder of PSX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5145610 (value 905009911; 0.01% of shares outstanding; change 0.00)
Holder of PSX: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 3257400 (value 673532611; 0.01% of shares outstanding; change -0.27)
Holder of PSX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 10239472 (value 2117215669; 0.03% of shares outstanding; change 0.01)
Holder of PSX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8654708 (value 1789534010; 0.02% of shares outstanding; change -0.01)
Holder of PSX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 2605070 (value 538650335; 0.01% of shares outstanding; change 0.04)
Holder of PSX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12723856 (value 2630911759; 0.03% of shares outstanding; change 0.01)
Holder of PSX: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3707235 (value 766544996; 0.01% of shares outstanding; change 0.00)
Holder of PSX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5163362 (value 857840959; 0.01% of shares outstanding; change 0.00)
Holder of PSX: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 9130342 (value 1671583030; 0.02% of shares outstanding; change -0.02)
Holder of PSX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4817604 (value 882006949; 0.01% of shares outstanding; change 0.03)
Holder of PSX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5211604 (value 865855885; 0.01% of shares outstanding; change 0.01)
Holder of PSX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5156185 (value 1066144394; 0.01% of shares outstanding; change 0.00)
Holder of PSX: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 8931606 (value 1682357311; 0.02% of shares outstanding; change -0.02)
Holder of PSX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4864638 (value 916303216; 0.01% of shares outstanding; change 0.01)
Holder of PSX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5308424 (value 1097622853; 0.01% of shares outstanding; change 0.02)
Holder of PSX: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 9282232 (value 1919287150; 0.02% of shares outstanding; change 0.04)
Holder of PSX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4845630 (value 1001930935; 0.01% of shares outstanding; change 0.00)
Holder of PTA: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 67 (value 1306; 0.00% of shares outstanding; change 1.00)
Holder of PTA: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 67 (value 1312; 0.00% of shares outstanding; change 1.00)
Holder of PTA: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 150 (value 2938; 0.00% of shares outstanding; change 1.00)
Holder of PTA: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 65472 (value 1234801; 0.00% of shares outstanding; change 0.21)
Holder of PTA: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 37937 (value 739771; 0.00% of shares outstanding; change 0.00)
Holder of PTA: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 40309 (value 782397; 0.00% of shares outstanding; change 0.06)
Holder of PTA: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 40849 (value 770412; 0.00% of shares outstanding; change 0.01)
Holder of PTAL.L: American Century ETF Trust-Avantis International Equity Fund
Shares held as of 2026-03-31: 60500 (value 1648625; 0.00% of shares outstanding; change 0.00)
Holder of PTAL.L: American Century ETF Trust-Avantis International Small Cap Value Fund
Shares held as of 2026-03-31: 367500 (value 10014375; 0.00% of shares outstanding; change 0.00)
Holder of PTAL.L: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 4805885 (value 130960366; 0.01% of shares outstanding; change 0.00)
Holder of PTAL.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 1000 (value 32000; 0.00% of shares outstanding; change 0.00)
Holder of PTAL.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 48140 (value 1540480; 0.00% of shares outstanding; change 0.03)
Holder of PTAL.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 4020034 (value 128641088; 0.00% of shares outstanding; change 0.03)
Holder of PTAL.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 1000 (value 25000; 0.00% of shares outstanding; change 0.00)
Holder of PTAL.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 49691 (value 1242275; 0.00% of shares outstanding; change 0.03)
Holder of PTAL.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 4538546 (value 122540742; 0.00% of shares outstanding; change 0.13)
Holder of PTAL.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 1000 (value 27250; 0.00% of shares outstanding; change 0.00)
Holder of PTAL.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 51759 (value 1410432; 0.00% of shares outstanding; change 0.04)
Holder of PTAL.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 5050818 (value 137634790; 0.01% of shares outstanding; change 0.11)
Holder of PTC: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 7062777 (value 979819023; 0.06% of shares outstanding; change -0.02)
Holder of PTC: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 2913700 (value 404217588; 0.03% of shares outstanding; change -0.02)
Holder of PTC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3021168 (value 419126623; 0.03% of shares outstanding; change 0.02)
Holder of PTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1535642 (value 213039608; 0.01% of shares outstanding; change -0.03)
Holder of PTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2721423 (value 377543001; 0.02% of shares outstanding; change -0.04)
Holder of PTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3773446 (value 523490147; 0.03% of shares outstanding; change 0.00)
Holder of PTC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1519674 (value 210824367; 0.01% of shares outstanding; change 0.00)
Holder of PTC: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 2528600 (value 299689663; 0.02% of shares outstanding; change 0.00)
Holder of PTC: JNL Series Trust-JNL/T. Rowe Price Capital Appreciation Fund
Shares held as of 2026-03-31: 1719347 (value 203777000; 0.01% of shares outstanding; change 0.12)
Holder of PTC: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 7722996 (value 915329459; 0.07% of shares outstanding; change 0.09)
Holder of PTC: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2759900 (value 327103338; 0.02% of shares outstanding; change -0.05)
Holder of PTC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3023720 (value 358371284; 0.03% of shares outstanding; change 0.00)
Holder of PTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1534861 (value 181911720; 0.01% of shares outstanding; change 0.00)
Holder of PTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2743826 (value 325198248; 0.02% of shares outstanding; change 0.01)
Holder of PTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3777100 (value 447661879; 0.03% of shares outstanding; change 0.00)
Holder of PTC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1524918 (value 174984340; 0.01% of shares outstanding; change 0.00)
Holder of PTC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1539130 (value 176615167; 0.01% of shares outstanding; change 0.01)
Holder of PTC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1522798 (value 180482013; 0.01% of shares outstanding; change 0.00)
Holder of PTC: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 2603654 (value 298769296; 0.02% of shares outstanding; change 0.03)
Holder of PTC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1567558 (value 185786968; 0.01% of shares outstanding; change 0.02)
Holder of PTCT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 865620 (value 63926035; 0.01% of shares outstanding; change 0.02)
Holder of PTCT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1028905 (value 75984632; 0.01% of shares outstanding; change -0.02)