speb/financial-data huggingface dataset:
Holder of HUMA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5295966 (value 3308919; 0.02% of shares outstanding; change 0.28)
Holder of HUMA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 1222120 (value 1588755; 0.01% of shares outstanding; change 0.03)
Holder of HUMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3852768 (value 5008598; 0.02% of shares outstanding; change 0.02)
Holder of HUMA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1111783 (value 1445317; 0.01% of shares outstanding; change 0.12)
Holder of HUMA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1008301 (value 846267; 0.00% of shares outstanding; change 0.81)
Holder of HUMA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1585210 (value 990439; 0.01% of shares outstanding; change 0.04)
Holder of HUMA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 1428423 (value 1198875; 0.01% of shares outstanding; change 0.17)
Holder of HUMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3702040 (value 3107122; 0.02% of shares outstanding; change -0.04)
Holder of HUMA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1099093 (value 922468; 0.01% of shares outstanding; change -0.01)
Holder of HUMA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 839278 (value 524380; 0.00% of shares outstanding; change -0.17)
Holder of HUMA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1416367 (value 884946; 0.01% of shares outstanding; change -0.01)
Holder of HUMA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3971971 (value 2481687; 0.02% of shares outstanding; change 0.07)
Holder of HUMA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1108399 (value 692527; 0.01% of shares outstanding; change 0.01)
Holder of HUN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1762376 (value 27052472; 0.01% of shares outstanding; change 0.01)
Holder of HUN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3751138 (value 57579969; 0.02% of shares outstanding; change -0.04)
Holder of HUN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2415164 (value 37072768; 0.01% of shares outstanding; change -0.04)
Holder of HUN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5278837 (value 81030149; 0.03% of shares outstanding; change 0.01)
Holder of HUN: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 2490440 (value 28640060; 0.01% of shares outstanding; change 0.00)
Holder of HUN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 3516416 (value 40438784; 0.02% of shares outstanding; change 0.00)
Holder of HUN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 2084595 (value 29622095; 0.01% of shares outstanding; change 0.00)
Holder of HUN: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 2166323 (value 24912714; 0.01% of shares outstanding; change 0.00)
Holder of HUN: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 5043249 (value 64553588; 0.03% of shares outstanding; change 0.08)
Holder of HUN: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 2161070 (value 27661696; 0.01% of shares outstanding; change 1.00)
Holder of HUN: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 4073230 (value 52137344; 0.02% of shares outstanding; change 1.00)
Holder of HUN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1821912 (value 25889369; 0.01% of shares outstanding; change 0.03)
Holder of HUN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3802847 (value 48676442; 0.02% of shares outstanding; change 0.01)
Holder of HUN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2423435 (value 31019968; 0.01% of shares outstanding; change 0.00)
Holder of HUN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5354380 (value 68536065; 0.03% of shares outstanding; change 0.01)
Holder of HUN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2966263 (value 34972240; 0.02% of shares outstanding; change -0.16)
Holder of HUN: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2966263 (value 37968166; 0.02% of shares outstanding; change -0.16)
Holder of HUN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 4601747 (value 65390825; 0.03% of shares outstanding; change 0.30)
Holder of HUN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2456637 (value 31444954; 0.01% of shares outstanding; change 0.18)
Holder of HUN: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 2166323 (value 27728934; 0.01% of shares outstanding; change 0.00)
Holder of HUN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 5533970 (value 63640655; 0.03% of shares outstanding; change 0.20)
Holder of HUN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 6374610 (value 81595009; 0.04% of shares outstanding; change 0.15)
Holder of HURA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 278863 (value 630230; 0.00% of shares outstanding; change 0.00)
Holder of HURA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1586666 (value 3585865; 0.02% of shares outstanding; change 0.00)
Holder of HURA: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 81920 (value 222003; 0.00% of shares outstanding; change 0.28)
Holder of HURA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 325663 (value 882546; 0.01% of shares outstanding; change 0.21)
Holder of HURA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 163006 (value 343942; 0.00% of shares outstanding; change 0.29)
Holder of HURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 219451 (value 431221; 0.00% of shares outstanding; change 0.36)
Holder of HURA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 59569 (value 117053; 0.00% of shares outstanding; change 0.21)
Holder of HURA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 449267 (value 947953; 0.01% of shares outstanding; change 0.61)
Holder of HURA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1586666 (value 3347865; 0.02% of shares outstanding; change 0.00)
Holder of HURA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 107933 (value 212088; 0.00% of shares outstanding; change 0.26)
Holder of HURA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 963166 (value 2176755; 0.02% of shares outstanding; change 0.80)
Holder of HURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 218652 (value 592546; 0.00% of shares outstanding; change 0.00)
Holder of HURA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 76331 (value 206857; 0.00% of shares outstanding; change 0.28)
Holder of HURA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 428459 (value 904048; 0.01% of shares outstanding; change 0.32)
Holder of HURA: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 98937 (value 208757; 0.00% of shares outstanding; change 0.21)
Holder of HURA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 108643 (value 294422; 0.00% of shares outstanding; change 0.01)
Holder of HURA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 925484 (value 2508061; 0.01% of shares outstanding; change -0.04)
Holder of HURA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 356971 (value 967391; 0.01% of shares outstanding; change 0.00)
Holder of HURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 206600 (value 435925; 0.00% of shares outstanding; change -0.06)
Holder of HURA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 76331 (value 161058; 0.00% of shares outstanding; change 0.00)
Holder of HURA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 107223 (value 226240; 0.00% of shares outstanding; change -0.01)
Holder of HURA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1039921 (value 2194233; 0.02% of shares outstanding; change 0.12)
Holder of HURA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 353291 (value 745443; 0.01% of shares outstanding; change -0.01)
Holder of HURC: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2025-12-31: 106050 (value 1820878; 0.02% of shares outstanding; change 0.00)
Holder of HURC: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2025-12-31: 57471 (value 986777; 0.01% of shares outstanding; change 0.13)
Holder of HURC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 61186 (value 1050563; 0.01% of shares outstanding; change 0.00)
Holder of HURC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 189966 (value 3261716; 0.03% of shares outstanding; change 0.00)
Holder of HURC: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 194135 (value 4288442; 0.03% of shares outstanding; change 0.03)
Holder of HURC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 108611 (value 2399217; 0.02% of shares outstanding; change -0.02)
Holder of HURC: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 67890 (value 1499690; 0.01% of shares outstanding; change 0.00)
Holder of HURC: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 51701 (value 1142075; 0.01% of shares outstanding; change -0.12)
Holder of HURC: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2026-03-31: 106572 (value 2260392; 0.02% of shares outstanding; change 0.00)
Holder of HURC: Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 224861 (value 4769301; 0.03% of shares outstanding; change 0.29)
Holder of HURC: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2026-03-31: 57471 (value 1218959; 0.01% of shares outstanding; change 0.00)
Holder of HURC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 61186 (value 1297755; 0.01% of shares outstanding; change 0.00)
Holder of HURC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 189966 (value 4029178; 0.03% of shares outstanding; change 0.00)
Holder of HURC: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 201335 (value 4270315; 0.03% of shares outstanding; change 0.04)
Holder of HURC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 108611 (value 2303639; 0.02% of shares outstanding; change 0.00)
Holder of HURC: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 67890 (value 1439946; 0.01% of shares outstanding; change 0.00)
Holder of HURC: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 47736 (value 1012480; 0.01% of shares outstanding; change -0.08)
Holder of HURC: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 66830 (value 1443528; 0.01% of shares outstanding; change 0.00)
Holder of HURC: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 66830 (value 1558475; 0.01% of shares outstanding; change 0.00)
Holder of HURC: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 66830 (value 1417464; 0.01% of shares outstanding; change 0.00)
Holder of HURN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 390993 (value 41988738; 0.02% of shares outstanding; change -0.05)
Holder of HURN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 546241 (value 58660820; 0.03% of shares outstanding; change 0.01)
Holder of HURN: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 199600 (value 18059808; 0.01% of shares outstanding; change 0.40)
Holder of HURN: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 200756 (value 22544899; 0.01% of shares outstanding; change 0.05)
Holder of HURN: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 395060 (value 35745030; 0.02% of shares outstanding; change 0.00)
Holder of HURN: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 199020 (value 18007330; 0.01% of shares outstanding; change 0.00)
Holder of HURN: FMI Funds Inc-Common Stock Fund
Shares held as of 2026-03-31: 446000 (value 50085801; 0.03% of shares outstanding; change 0.62)
Holder of HURN: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 286343 (value 32156319; 0.02% of shares outstanding; change 0.12)
Holder of HURN: Putnam Funds Trust-Putnam Small Cap Growth Fund
Shares held as of 2026-03-31: 403315 (value 45292275; 0.02% of shares outstanding; change 0.01)
Holder of HURN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 178771 (value 20075983; 0.01% of shares outstanding; change 0.04)
Holder of HURN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 390830 (value 43890210; 0.02% of shares outstanding; change 0.00)
Holder of HURN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 529288 (value 59439044; 0.03% of shares outstanding; change -0.03)
Holder of HURN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 416835 (value 44763910; 0.03% of shares outstanding; change 0.01)
Holder of HURN: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 320960 (value 36043808; 0.02% of shares outstanding; change -0.19)
Holder of HURN: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 174600 (value 19607580; 0.01% of shares outstanding; change -0.13)
Holder of HURN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 400491 (value 36236427; 0.02% of shares outstanding; change -0.04)
Holder of HURN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 406224 (value 45618956; 0.03% of shares outstanding; change 0.01)
Holder of HUT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 933271 (value 104750335; 0.01% of shares outstanding; change 0.28)
Holder of HUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1036817 (value 129425868; 0.01% of shares outstanding; change 0.03)
Holder of HUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3100224 (value 387000967; 0.03% of shares outstanding; change 0.04)
Holder of HUT: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1167176 (value 128377685; 0.01% of shares outstanding; change -0.33)
Holder of HUT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 937652 (value 113493398; 0.01% of shares outstanding; change 0.01)
Holder of HUT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2479661 (value 272737908; 0.02% of shares outstanding; change 0.03)
Holder of HUT: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 695892 (value 86868199; 0.01% of shares outstanding; change -0.19)
Holder of HUT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 973678 (value 107094841; 0.01% of shares outstanding; change 0.04)
Holder of HUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1072105 (value 117920826; 0.01% of shares outstanding; change 0.03)
Holder of HUT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1151748 (value 126680760; 0.01% of shares outstanding; change 1.00)
Holder of HUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3186927 (value 350530093; 0.03% of shares outstanding; change 0.03)
Holder of HUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2399209 (value 299493263; 0.02% of shares outstanding; change 0.03)
Holder of HUT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 841162 (value 105002254; 0.01% of shares outstanding; change 0.02)
Holder of HUT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 969796 (value 106667859; 0.01% of shares outstanding; change 0.03)
Holder of HUT: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 884798 (value 97318930; 0.01% of shares outstanding; change -0.03)
Holder of HUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2311213 (value 279749223; 0.02% of shares outstanding; change -0.04)
Holder of HUT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 835586 (value 101139330; 0.01% of shares outstanding; change -0.01)
Holder of HUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2347062 (value 258153344; 0.02% of shares outstanding; change 0.02)
Holder of HUT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 849797 (value 93469170; 0.01% of shares outstanding; change 0.02)
Holder of HUT.TO: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 933271 (value 170928577; 0.01% of shares outstanding; change 0.28)
Holder of HUT.TO: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1167176 (value 181145711; 0.01% of shares outstanding; change -0.33)
Holder of HUT.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 937652 (value 160816689; 0.01% of shares outstanding; change 0.01)
Holder of HUT.TO: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2479661 (value 384843379; 0.02% of shares outstanding; change 0.03)
Holder of HUT.TO: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 973678 (value 151114822; 0.01% of shares outstanding; change 0.04)
Holder of HUT.TO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1072105 (value 166390692; 0.01% of shares outstanding; change 0.03)
Holder of HUT.TO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1151748 (value 178751286; 0.01% of shares outstanding; change 1.00)
Holder of HUT.TO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3186927 (value 494611060; 0.03% of shares outstanding; change 0.03)
Holder of HUT.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 969796 (value 150512336; 0.01% of shares outstanding; change 0.03)
Holder of HUT.TO: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 884798 (value 137320646; 0.01% of shares outstanding; change -0.03)
Holder of HUT.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2311213 (value 396396128; 0.02% of shares outstanding; change -0.04)
Holder of HUT.TO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 835586 (value 143311350; 0.01% of shares outstanding; change -0.01)
Holder of HUT.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2347062 (value 364264015; 0.02% of shares outstanding; change 0.02)
Holder of HUT.TO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 849797 (value 131888491; 0.01% of shares outstanding; change 0.02)
Holder of HUYA: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 553036 (value 1244331; 0.01% of shares outstanding; change 0.00)
Holder of HUYA: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-01-31: 39605 (value 89111; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-01-31: 160771 (value 361734; 0.00% of shares outstanding; change -0.09)
Holder of HUYA: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-03-31: 2391957 (value 5979892; 0.03% of shares outstanding; change 0.00)
Holder of HUYA: JNL Series Trust-JNL/WCM China Quality Growth Fund
Shares held as of 2026-03-31: 68039 (value 170097; 0.00% of shares outstanding; change 0.14)
Holder of HUYA: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 109034 (value 269313; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 553036 (value 1305164; 0.01% of shares outstanding; change 0.00)
Holder of HUYA: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 39605 (value 93467; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-04-30: 160771 (value 379419; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-04-30: 2391957 (value 5381903; 0.03% of shares outstanding; change 0.00)
Holder of HUYA: GLOBAL X FUNDS-Global X Video Games & Esports ETF
Shares held as of 2026-04-30: 67907 (value 167730; 0.00% of shares outstanding; change -0.14)
Holder of HUYA: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 67901 (value 167715; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-04-30: 143000 (value 343200; 0.00% of shares outstanding; change 1.00)
Holder of HUYA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 48731 (value 109644; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 45413 (value 112170; 0.00% of shares outstanding; change -0.08)
Holder of HUYA: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 109034 (value 245326; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-05-31: 2391957 (value 5645018; 0.03% of shares outstanding; change 0.00)
Holder of HUYA: GLOBAL X FUNDS-Global X Video Games & Esports ETF
Shares held as of 2026-05-31: 63623 (value 152695; 0.00% of shares outstanding; change -0.06)
Holder of HUYA: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 63635 (value 152724; 0.00% of shares outstanding; change -0.06)
Holder of HUYA: Jacob Funds Inc.-Jacob Internet Fund
Shares held as of 2026-05-31: 143000 (value 337479; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 48731 (value 116954; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 45413 (value 107174; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 109034 (value 257320; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: GLOBAL X FUNDS-Global X Video Games & Esports ETF
Shares held as of 2026-06-30: 63397 (value 149616; 0.00% of shares outstanding; change 0.00)
Holder of HUYA: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 59621 (value 140705; 0.00% of shares outstanding; change -0.06)
Holder of HUYA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 48731 (value 115005; 0.00% of shares outstanding; change 0.00)
Holder of HVII: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1043000; 0.01% of shares outstanding; change 1.00)
Holder of HVII: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 9024 (value 94571; 0.00% of shares outstanding; change 0.00)
Holder of HVII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 29309 (value 305692; 0.00% of shares outstanding; change 0.00)
Holder of HVII: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1047999; 0.01% of shares outstanding; change 0.00)
Holder of HVII: RiverPark Funds Trust-RiverPark Short Term High Yield Fund
Shares held as of 2026-03-31: 475322 (value 4981374; 0.02% of shares outstanding; change 1.00)
Holder of HVII: TRT for Professional Managers-CrossingBridge Ultra-Short Duration Fd.
Shares held as of 2026-03-31: 349900 (value 3658834; 0.02% of shares outstanding; change 1.00)
Holder of HVII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 29309 (value 305985; 0.00% of shares outstanding; change 0.00)
Holder of HVII: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 29309 (value 307158; 0.00% of shares outstanding; change 0.00)
Holder of HVII: TRT for Professional Managers-CrossingBridge Ultra-Short Duration Fd.
Shares held as of 2026-06-30: 349900 (value 3666951; 0.02% of shares outstanding; change 0.00)
Holder of HVMC: Driehaus Mutual Funds-Driehaus Event Driven Fund
Shares held as of 2025-12-31: 167374 (value 1698846; 0.01% of shares outstanding; change 1.00)
Holder of HVMC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 214874 (value 2180971; 0.01% of shares outstanding; change 1.00)
Holder of HVMC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 7759 (value 78753; 0.00% of shares outstanding; change 1.00)
Holder of HVMC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 140462 (value 1425689; 0.01% of shares outstanding; change 1.00)
Holder of HVMC: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 60663 (value 615729; 0.00% of shares outstanding; change 1.00)
Holder of HVMC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 5433 (value 55144; 0.00% of shares outstanding; change 1.00)
Holder of HVMC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 7484 (value 75962; 0.00% of shares outstanding; change 1.00)
Holder of HVMC: Brinker Capital Destinations TRT-Destinations Multi Strategy Alternati
Shares held as of 2026-02-28: 332626 (value 3389458; 0.01% of shares outstanding; change 0.00)
Holder of HVMC: High Income Securities Fund
Shares held as of 2026-02-28: 100000 (value 1018999; 0.00% of shares outstanding; change 0.00)
Holder of HVMC: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 3499 (value 35654; 0.00% of shares outstanding; change 0.00)
Holder of HVMC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 214874 (value 2189565; 0.01% of shares outstanding; change 0.00)
Holder of HVMC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 33650 (value 342893; 0.00% of shares outstanding; change 0.00)
Holder of HVMC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 7759 (value 79064; 0.00% of shares outstanding; change 0.00)
Holder of HVMC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 2715 (value 27665; 0.00% of shares outstanding; change 0.00)
Holder of HVMC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 140462 (value 1431307; 0.01% of shares outstanding; change 0.00)
Holder of HVMC: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 60663 (value 618155; 0.00% of shares outstanding; change 0.00)
Holder of HVMC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 5433 (value 55362; 0.00% of shares outstanding; change 0.00)
Holder of HVMC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 7484 (value 76261; 0.00% of shares outstanding; change 0.00)
Holder of HVN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4830295 (value 22171054; 0.00% of shares outstanding; change 0.03)
Holder of HVN.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 2933946 (value 14082941; 0.00% of shares outstanding; change -0.01)
Holder of HVN.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2353566 (value 11297117; 0.00% of shares outstanding; change 0.00)
Holder of HVN.AX: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 2588440 (value 12424512; 0.00% of shares outstanding; change 0.01)
Holder of HVN.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 2943494 (value 14128771; 0.00% of shares outstanding; change 0.20)
Holder of HVN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7423629 (value 35633420; 0.01% of shares outstanding; change 0.00)
Holder of HVN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5027800 (value 23580382; 0.00% of shares outstanding; change 0.04)
Holder of HVN.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 4229108 (value 20257427; 0.00% of shares outstanding; change 0.04)
Holder of HVN.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 2933946 (value 13760206; 0.00% of shares outstanding; change 0.00)
Holder of HVN.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2353566 (value 11038224; 0.00% of shares outstanding; change 0.00)
Holder of HVN.AX: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 2588440 (value 12139783; 0.00% of shares outstanding; change 0.00)
Holder of HVN.AX: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 3069069 (value 14393933; 0.00% of shares outstanding; change 0.04)
Holder of HVN.AX: First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I
Shares held as of 2026-04-30: 2476589 (value 11862861; 0.00% of shares outstanding; change 0.05)
Holder of HVN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7423629 (value 34816820; 0.01% of shares outstanding; change 0.00)
Holder of HVN.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4042493 (value 19403967; 0.00% of shares outstanding; change 0.01)
Holder of HVN.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 2190710 (value 10515408; 0.00% of shares outstanding; change 0.00)
Holder of HVN.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 4486942 (value 21537322; 0.00% of shares outstanding; change 0.06)
Holder of HVN.AX: First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I
Shares held as of 2026-05-31: 2591920 (value 12389378; 0.00% of shares outstanding; change 0.05)
Holder of HVN.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4075468 (value 19113945; 0.00% of shares outstanding; change 0.01)
Holder of HVN.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2148895 (value 10078317; 0.00% of shares outstanding; change -0.02)
Holder of HVN.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 4618016 (value 21658495; 0.00% of shares outstanding; change 0.03)
Holder of HVN.AX: First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I
Shares held as of 2026-06-30: 2646841 (value 12413684; 0.00% of shares outstanding; change 0.02)
Holder of HVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 149139 (value 3458533; 0.01% of shares outstanding; change -0.05)
Holder of HVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 422808 (value 9804917; 0.03% of shares outstanding; change 0.03)
Holder of HVT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 218452 (value 5277800; 0.01% of shares outstanding; change -0.03)
Holder of HVT: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-01-31: 123936 (value 2994293; 0.01% of shares outstanding; change 0.00)
Holder of HVT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 134216 (value 3242658; 0.01% of shares outstanding; change 0.01)
Holder of HVT: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 213803 (value 5325832; 0.01% of shares outstanding; change 0.33)
Holder of HVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 153719 (value 3829140; 0.01% of shares outstanding; change 0.03)
Holder of HVT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 422808 (value 10532147; 0.03% of shares outstanding; change 0.00)
Holder of HVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 329882 (value 7649963; 0.02% of shares outstanding; change 0.02)
Holder of HVT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 115027 (value 2667476; 0.01% of shares outstanding; change 0.00)
Holder of HVT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 468239 (value 10596248; 0.03% of shares outstanding; change 0.02)
Holder of HVT: Cambria ETF Trust-Cambria Shareholder Yield ETF
Shares held as of 2026-04-30: 433570 (value 10054488; 0.03% of shares outstanding; change 0.00)
Holder of HVT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 218452 (value 5441639; 0.01% of shares outstanding; change 0.00)
Holder of HVT: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 110247 (value 2746252; 0.01% of shares outstanding; change 0.00)
Holder of HVT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 136304 (value 3395332; 0.01% of shares outstanding; change 0.02)
Holder of HVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 316943 (value 7657342; 0.02% of shares outstanding; change -0.04)
Holder of HVT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 113707 (value 2747161; 0.01% of shares outstanding; change -0.01)
Holder of HVT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 479535 (value 11585565; 0.03% of shares outstanding; change 0.02)
Holder of HVT: Cambria ETF Trust-Cambria Shareholder Yield ETF
Shares held as of 2026-05-31: 420984 (value 10170973; 0.03% of shares outstanding; change -0.03)
Holder of HVT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 319964 (value 7970303; 0.02% of shares outstanding; change 0.01)
Holder of HVT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 114675 (value 2856554; 0.01% of shares outstanding; change 0.01)
Holder of HVT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 492718 (value 12273605; 0.03% of shares outstanding; change 0.03)
Holder of HVT: Cambria ETF Trust-Cambria Shareholder Yield ETF
Shares held as of 2026-06-30: 363135 (value 9045692; 0.02% of shares outstanding; change -0.14)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 1608 (value 44220; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 2523 (value 69382; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 18389 (value 505697; 0.02% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 3785 (value 104087; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 5701 (value 156777; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 844 (value 23210; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 1796 (value 49390; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 717 (value 19717; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1086 (value 25781; 0.00% of shares outstanding; change 1.00)
Holder of HVT.A: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2399 (value 56952; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 1608 (value 45104; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 2523 (value 70770; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 18389 (value 515811; 0.02% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 3785 (value 106169; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 5701 (value 159913; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 844 (value 23674; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 1796 (value 50377; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 717 (value 20111; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1086 (value 29865; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2399 (value 65972; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1086 (value 30462; 0.00% of shares outstanding; change 0.00)
Holder of HVT.A: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2399 (value 67291; 0.00% of shares outstanding; change 0.00)
Holder of HWBK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 33050 (value 1203350; 0.00% of shares outstanding; change 0.00)
Holder of HWBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 61574 (value 2259149; 0.01% of shares outstanding; change -0.08)
Holder of HWBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 179258 (value 6576975; 0.03% of shares outstanding; change 0.00)
Holder of HWBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 34895 (value 1332291; 0.01% of shares outstanding; change -0.03)
Holder of HWBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 58106 (value 2218487; 0.01% of shares outstanding; change 0.00)
Holder of HWBK: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 28679 (value 1099552; 0.00% of shares outstanding; change 0.01)
Holder of HWBK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 33050 (value 1267137; 0.00% of shares outstanding; change 0.00)
Holder of HWBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 28276 (value 1029529; 0.00% of shares outstanding; change -0.07)
Holder of HWBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 61574 (value 2360747; 0.01% of shares outstanding; change 0.00)
Holder of HWBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 179258 (value 6872751; 0.03% of shares outstanding; change 0.00)
Holder of HWBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 109457 (value 4015977; 0.02% of shares outstanding; change 0.02)
Holder of HWBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 48864 (value 1792820; 0.01% of shares outstanding; change 0.00)
Holder of HWBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 19986 (value 727690; 0.00% of shares outstanding; change 0.00)
Holder of HWBK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 34895 (value 1337874; 0.01% of shares outstanding; change 0.00)
Holder of HWBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 28173 (value 1075645; 0.00% of shares outstanding; change 0.00)
Holder of HWBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 56644 (value 2171730; 0.01% of shares outstanding; change -0.03)
Holder of HWBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 105144 (value 4014397; 0.02% of shares outstanding; change -0.04)
Holder of HWBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 48309 (value 1844437; 0.01% of shares outstanding; change -0.01)
Holder of HWBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 19986 (value 763065; 0.00% of shares outstanding; change 0.00)
Holder of HWBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 28173 (value 1080152; 0.00% of shares outstanding; change 0.00)
Holder of HWBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 106151 (value 4069829; 0.02% of shares outstanding; change 0.01)
Holder of HWBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 48716 (value 1867771; 0.01% of shares outstanding; change 0.01)
Holder of HWBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 19986 (value 766263; 0.00% of shares outstanding; change 0.00)
Holder of HWC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1898658 (value 129336588; 0.02% of shares outstanding; change -0.01)
Holder of HWC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1223368 (value 83335831; 0.02% of shares outstanding; change 0.00)
Holder of HWC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2627615 (value 178993141; 0.03% of shares outstanding; change 0.04)
Holder of HWC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1048481 (value 74211483; 0.01% of shares outstanding; change -0.06)
Holder of HWC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1486842 (value 105238674; 0.02% of shares outstanding; change 0.00)
Holder of HWC: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1111077 (value 77086519; 0.01% of shares outstanding; change -0.06)
Holder of HWC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 2067186 (value 149870985; 0.03% of shares outstanding; change 0.00)
Holder of HWC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1927973 (value 146911536; 0.02% of shares outstanding; change 0.02)
Holder of HWC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1227711 (value 93551574; 0.02% of shares outstanding; change 0.00)
Holder of HWC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2642900 (value 201388971; 0.03% of shares outstanding; change 0.01)
Holder of HWC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2072537 (value 141181226; 0.03% of shares outstanding; change -0.01)
Holder of HWC: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1089677 (value 82172546; 0.01% of shares outstanding; change -0.02)
Holder of HWC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1652335 (value 114638997; 0.02% of shares outstanding; change 0.00)
Holder of HWC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 2056986 (value 156742326; 0.03% of shares outstanding; change 0.00)
Holder of HWC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1048481 (value 79894249; 0.01% of shares outstanding; change 0.00)
Holder of HWC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1480354 (value 112802970; 0.02% of shares outstanding; change 0.00)
Holder of HWC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2778498 (value 196662085; 0.03% of shares outstanding; change 0.02)
Holder of HWC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1991498 (value 140958226; 0.02% of shares outstanding; change -0.04)
Holder of HWC: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 1036477 (value 78979544; 0.01% of shares outstanding; change -0.05)
Holder of HWC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1648941 (value 116712041; 0.02% of shares outstanding; change 0.00)
Holder of HWC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2790589 (value 212642873; 0.03% of shares outstanding; change 0.00)
Holder of HWC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2010419 (value 153193921; 0.02% of shares outstanding; change 0.01)