speb/financial-data huggingface dataset:
Holder of FDP: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1028000 (value 30038159; 0.02% of shares outstanding; change 0.00)
Holder of FDP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 873866 (value 25534363; 0.02% of shares outstanding; change 0.01)
Holder of FDP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 556479 (value 16260315; 0.01% of shares outstanding; change 0.00)
Holder of FDP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1201399 (value 35104877; 0.03% of shares outstanding; change 0.00)
Holder of FDP: WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund
Shares held as of 2026-03-31: 628008 (value 18350393; 0.01% of shares outstanding; change -0.16)
Holder of FDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 816639 (value 26246776; 0.02% of shares outstanding; change 0.00)
Holder of FDP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1524238 (value 44995506; 0.03% of shares outstanding; change 0.13)
Holder of FDP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 966701 (value 28247002; 0.02% of shares outstanding; change 0.00)
Holder of FDP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2010644 (value 54086322; 0.04% of shares outstanding; change 0.02)
Holder of FDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 784632 (value 22926946; 0.02% of shares outstanding; change -0.04)
Holder of FDP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1561799 (value 45635765; 0.03% of shares outstanding; change 0.02)
Holder of FDP: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 998672 (value 29181195; 0.02% of shares outstanding; change 1.00)
Holder of FDP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1999615 (value 58428748; 0.04% of shares outstanding; change -0.01)
Holder of FDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 798041 (value 23318757; 0.02% of shares outstanding; change 0.02)
Holder of FDP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1329616 (value 38851378; 0.03% of shares outstanding; change -0.15)
Holder of FDR.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 946952 (value 17584898; 0.00% of shares outstanding; change 0.02)
Holder of FDR.MC: HARBOR FUNDS-Harbor International Fund
Shares held as of 2026-01-31: 714971 (value 13620197; 0.00% of shares outstanding; change -0.03)
Holder of FDR.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 1052313 (value 19541452; 0.01% of shares outstanding; change 0.00)
Holder of FDR.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1444912 (value 27525572; 0.01% of shares outstanding; change 0.01)
Holder of FDR.MC: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 908753 (value 17048206; 0.00% of shares outstanding; change 0.02)
Holder of FDR.MC: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 2343094 (value 43956443; 0.01% of shares outstanding; change 1.00)
Holder of FDR.MC: FMI Funds Inc-International Fund
Shares held as of 2026-03-31: 3300000 (value 61908000; 0.02% of shares outstanding; change 0.22)
Holder of FDR.MC: HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd.
Shares held as of 2026-03-31: 654239 (value 12273523; 0.00% of shares outstanding; change 0.37)
Holder of FDR.MC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1635257 (value 30677421; 0.01% of shares outstanding; change 0.00)
Holder of FDR.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 1034133 (value 19700232; 0.01% of shares outstanding; change -0.02)
Holder of FDR.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 840921 (value 15775678; 0.00% of shares outstanding; change -0.11)
Holder of FDR.MC: HARBOR FUNDS-Harbor International Fund
Shares held as of 2026-04-30: 709765 (value 13315191; 0.00% of shares outstanding; change -0.01)
Holder of FDR.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 1034133 (value 19400335; 0.01% of shares outstanding; change 0.00)
Holder of FDR.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1282006 (value 24050432; 0.01% of shares outstanding; change -0.11)
Holder of FDR.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 685912 (value 13814267; 0.00% of shares outstanding; change 0.01)
Holder of FDR.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 691477 (value 12972108; 0.00% of shares outstanding; change 0.01)
Holder of FDR.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 2910000 (value 10970699; 0.03% of shares outstanding; change 0.00)
Holder of FDR.V: BlackRock Funds-BlackRock Commodity Strategies Fund
Shares held as of 2026-02-28: 230890 (value 955884; 0.00% of shares outstanding; change 4.78)
Holder of FDR.V: GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources 
Shares held as of 2026-02-28: 305675 (value 1265494; 0.00% of shares outstanding; change -0.30)
Holder of FDR.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 250000 (value 1034999; 0.00% of shares outstanding; change 0.00)
Holder of FDR.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 2910000 (value 12047399; 0.03% of shares outstanding; change 0.00)
Holder of FDR.V: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 1820967 (value 9013786; 0.02% of shares outstanding; change -0.02)
Holder of FDR.V: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 1782010 (value 7217140; 0.02% of shares outstanding; change -0.02)
Holder of FDR.V: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 1479493 (value 6125100; 0.01% of shares outstanding; change -0.17)
Holder of FDS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 944623 (value 231876608; 0.03% of shares outstanding; change 0.01)
Holder of FDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 479051 (value 117592649; 0.01% of shares outstanding; change 0.91)
Holder of FDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 849130 (value 208435942; 0.02% of shares outstanding; change 0.89)
Holder of FDS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1173580 (value 288078684; 0.03% of shares outstanding; change -0.02)
Holder of FDS: BARON INVESTMENT Fd.S TRT -Baron Growth Fd.
Shares held as of 2026-03-31: 675000 (value 171693000; 0.02% of shares outstanding; change -0.07)
Holder of FDS: BARON SELECT FUNDS-Baron Focused Growth Fund
Shares held as of 2026-03-31: 604100 (value 153658876; 0.02% of shares outstanding; change 0.83)
Holder of FDS: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 1875000 (value 476925001; 0.05% of shares outstanding; change 0.44)
Holder of FDS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 942623 (value 239765586; 0.03% of shares outstanding; change 0.00)
Holder of FDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 479112 (value 121866928; 0.01% of shares outstanding; change 0.00)
Holder of FDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 855425 (value 217585903; 0.02% of shares outstanding; change 0.01)
Holder of FDS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1176251 (value 299191205; 0.03% of shares outstanding; change 0.00)
Holder of FDS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 820896 (value 197967282; 0.02% of shares outstanding; change -0.03)
Holder of FDS: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 681684 (value 174252060; 0.02% of shares outstanding; change 0.17)
Holder of FDS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 479846 (value 117826186; 0.01% of shares outstanding; change 0.00)
Holder of FDS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 818850 (value 211336993; 0.02% of shares outstanding; change 0.00)
Holder of FDS: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 674842 (value 165707455; 0.02% of shares outstanding; change -0.01)
Holder of FDS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 488910 (value 124359147; 0.01% of shares outstanding; change 0.02)
Holder of FDS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 731108 (value 185964631; 0.02% of shares outstanding; change -0.11)
Holder of FDS: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 669190 (value 170215168; 0.02% of shares outstanding; change -0.01)
Holder of FDSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 53820 (value 813220; 0.01% of shares outstanding; change -0.09)
Holder of FDSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 171731 (value 2594855; 0.03% of shares outstanding; change 0.00)
Holder of FDSB: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 4163 (value 62902; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 3534 (value 53398; 0.00% of shares outstanding; change 1.00)
Holder of FDSB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 860 (value 13673; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 997 (value 17188; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 22009 (value 331675; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8227 (value 123980; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8832 (value 133098; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 53820 (value 927856; 0.01% of shares outstanding; change 0.00)
Holder of FDSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 171731 (value 2960642; 0.03% of shares outstanding; change 0.00)
Holder of FDSB: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 4163 (value 71770; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 3534 (value 60926; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 13494 (value 203354; 0.00% of shares outstanding; change -0.01)
Holder of FDSB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 860 (value 14826; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 21929 (value 357223; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8227 (value 134017; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8832 (value 140428; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 13583 (value 221267; 0.00% of shares outstanding; change 0.01)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 21572 (value 371901; 0.00% of shares outstanding; change -0.02)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7870 (value 135678; 0.00% of shares outstanding; change -0.04)
Holder of FDSB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8832 (value 152263; 0.00% of shares outstanding; change 0.00)
Holder of FDSB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 14340 (value 247221; 0.00% of shares outstanding; change 0.06)
Holder of FDUS: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-01-31: 191 (value 3426; 0.00% of shares outstanding; change -0.62)
Holder of FDUS: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 34028 (value 610462; 0.00% of shares outstanding; change -0.13)
Holder of FDUS: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-01-31: 183772 (value 3296869; 0.00% of shares outstanding; change 0.00)
Holder of FDUS: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-04-30: 277 (value 5376; 0.00% of shares outstanding; change 0.45)
Holder of FDUS: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 25843 (value 501612; 0.00% of shares outstanding; change -0.24)
Holder of FDUS: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-04-30: 207890 (value 4035144; 0.01% of shares outstanding; change 0.13)
Holder of FDUS: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-04-30: 639852 (value 11818066; 0.02% of shares outstanding; change 0.15)
Holder of FDUS: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-05-31: 645505 (value 13045655; 0.02% of shares outstanding; change 0.01)
Holder of FDUS: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-06-30: 766402 (value 14875862; 0.02% of shares outstanding; change 0.19)
Holder of FDX: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 10559255 (value 4347773246; 0.04% of shares outstanding; change -0.04)
Holder of FDX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5472982 (value 2253500338; 0.02% of shares outstanding; change 0.02)
Holder of FDX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6670785 (value 2746695723; 0.03% of shares outstanding; change 0.00)
Holder of FDX: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2376070 (value 781204291; 0.01% of shares outstanding; change 0.00)
Holder of FDX: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 6945911 (value 2187684069; 0.03% of shares outstanding; change -0.34)
Holder of FDX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2762484 (value 1137452787; 0.01% of shares outstanding; change 0.00)
Holder of FDX: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 5376058 (value 1693243181; 0.02% of shares outstanding; change -0.02)
Holder of FDX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5497070 (value 1731357120; 0.02% of shares outstanding; change 0.00)
Holder of FDX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2284943 (value 719665627; 0.01% of shares outstanding; change -0.01)
Holder of FDX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6717654 (value 2115792246; 0.03% of shares outstanding; change 0.01)
Holder of FDX: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1957560 (value 616553080; 0.01% of shares outstanding; change 0.00)
Holder of FDX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2772018 (value 911384074; 0.01% of shares outstanding; change 0.00)
Holder of FDX: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 2509078 (value 790259185; 0.01% of shares outstanding; change 0.06)
Holder of FDX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2581125 (value 873220392; 0.01% of shares outstanding; change 0.03)
Holder of FDX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2797902 (value 878233499; 0.01% of shares outstanding; change 0.01)
Holder of FDX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2768164 (value 871860909; 0.01% of shares outstanding; change 0.00)
Holder of FDX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2606451 (value 820276171; 0.01% of shares outstanding; change 0.01)
Holder of FDX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2849814 (value 897577393; 0.01% of shares outstanding; change 0.02)
Holder of FDX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2653020 (value 835595156; 0.01% of shares outstanding; change 0.02)
Holder of FDX.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 10559255 (value 3062183950; 0.04% of shares outstanding; change -0.04)
Holder of FDX.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2376070 (value 689060300; 0.01% of shares outstanding; change 0.00)
Holder of FDX.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 6945911 (value 1936519902; 0.03% of shares outstanding; change -0.34)
Holder of FDX.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2762484 (value 801120360; 0.01% of shares outstanding; change 0.00)
Holder of FDX.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 5376058 (value 1498844904; 0.02% of shares outstanding; change -0.02)
Holder of FDX.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5497070 (value 1532583048; 0.02% of shares outstanding; change 0.00)
Holder of FDX.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2284943 (value 637042080; 0.01% of shares outstanding; change -0.01)
Holder of FDX.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6717654 (value 1872881853; 0.03% of shares outstanding; change 0.01)
Holder of FDX.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1957560 (value 545767704; 0.01% of shares outstanding; change 0.00)
Holder of FDX.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 2509078 (value 699530915; 0.01% of shares outstanding; change 0.06)
Holder of FDX.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2581125 (value 748526250; 0.01% of shares outstanding; change 0.03)
Holder of FDX.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2797902 (value 811391580; 0.01% of shares outstanding; change 0.01)
Holder of FDX.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2768164 (value 771764089; 0.01% of shares outstanding; change 0.00)
Holder of FDX.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2849814 (value 794528108; 0.01% of shares outstanding; change 0.02)
Holder of FDX.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2653020 (value 739661943; 0.01% of shares outstanding; change 0.02)
Holder of FDXF: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-05-31: 606035 (value 90565871; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1303226 (value 194754096; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: SPDR SERIES TRT-State Street SPDR PORT. S&P 1500 Composite Stock Marke
Shares held as of 2026-05-31: 20547 (value 3070543; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 500 ETF
Shares held as of 2026-05-31: 246917 (value 36899277; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 500 Value ETF
Shares held as of 2026-05-31: 131361 (value 19630588; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: SPDR SERIES TRUST-State Street SPDR Russell 1000 Yield Focus ETF
Shares held as of 2026-05-31: 13780 (value 2059283; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: -SSgA SPDR ETFS Europe I-State Street SPDR S&P 500 Eur Hdg UCITS ETF (
Shares held as of 2026-06-30: 72356 (value 11432248; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: -SSgA SPDR ETFS Europe I-State Street SPDR S&P 500 GBP Hdg UCITS ETF 
Shares held as of 2026-06-30: 72356 (value 11016924; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: -SSgA SPDR ETFS Europe I-State Street SPDR S&P 500 UCITS ETF
Shares held as of 2026-06-30: 72356 (value 11016924; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: -State Street SPDR S&P 500 MXN Hdg UCITS ETF (Acc)
Shares held as of 2026-06-30: 72356 (value 11016924; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: American Century ETF Trust-Avantis U.S. Large Cap Value Fund
Shares held as of 2026-06-30: 119118 (value 18820644; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: American Century ETF Trust-Avantis US Equity ETF
Shares held as of 2026-06-30: 48264 (value 7212572; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: Fidelity Covington Trust-Fidelity Enhanced Large Cap Core ETF
Shares held as of 2026-06-30: 19758 (value 2952635; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: Hennessy Funds Trust-Hennessy Cornerstone Growth Fund
Shares held as of 2026-06-30: 11950 (value 1785808; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: Invesco Exch-Trd Fd. TRT-Invesco S&P 500 Equal Weight Industrials ETF
Shares held as of 2026-06-30: 72563 (value 11464954; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1038403 (value 164067674; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: Invesco Exchange-Traded Fund Trust-Invesco S&P Spin-Off ETF
Shares held as of 2026-06-30: 89267 (value 14104186; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: Parnassus Funds-Parnassus Value Equity Fund
Shares held as of 2026-06-30: 155321 (value 24540718; 0.00% of shares outstanding; change 1.00)
Holder of FDXF: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 638293 (value 100850294; 0.00% of shares outstanding; change 0.05)
Holder of FDXF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1309840 (value 206954720; 0.00% of shares outstanding; change 0.01)
Holder of FDXF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 500 ETF
Shares held as of 2026-06-30: 261470 (value 41312260; 0.00% of shares outstanding; change 0.06)
Holder of FDXF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 500 Value ETF
Shares held as of 2026-06-30: 132097 (value 20871326; 0.00% of shares outstanding; change 0.01)
Holder of FDXF: SPDR SERIES TRUST-State Street SPDR S&P Transportation ETF
Shares held as of 2026-06-30: 52661 (value 8018163; 0.00% of shares outstanding; change 6.79)
Holder of FDY.TO: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2025-12-31: 124783 (value 794867; 0.00% of shares outstanding; change 0.87)
Holder of FDY.TO: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 55337 (value 352496; 0.00% of shares outstanding; change 1.00)
Holder of FDY.TO: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2025-12-31: 880175 (value 5606714; 0.00% of shares outstanding; change 0.98)
Holder of FDY.TO: Nationwide Mutual Funds-Nationwide International Small Cap Fund
Shares held as of 2026-01-31: 767176 (value 4388246; 0.00% of shares outstanding; change -0.14)
Holder of FDY.TO: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 2641368 (value 15108624; 0.01% of shares outstanding; change -0.10)
Holder of FDY.TO: VALIC Co I-International Opportunities Fund
Shares held as of 2026-02-28: 384074 (value 2008707; 0.00% of shares outstanding; change -0.34)
Holder of FDY.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 2899180 (value 18467776; 0.01% of shares outstanding; change -0.46)
Holder of FDY.TO: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2026-03-31: 323370 (value 1691225; 0.00% of shares outstanding; change 1.59)
Holder of FDY.TO: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 99122 (value 518408; 0.00% of shares outstanding; change 0.79)
Holder of FDY.TO: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2026-03-31: 2504265 (value 13097305; 0.01% of shares outstanding; change 1.85)
Holder of FDY.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 270800 (value 1416284; 0.00% of shares outstanding; change 1.00)
Holder of FDY.TO: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 43500 (value 227505; 0.00% of shares outstanding; change 1.00)
Holder of FDY.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 2899180 (value 16583308; 0.01% of shares outstanding; change 0.00)
Holder of FDY.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 8589644 (value 48617383; 0.03% of shares outstanding; change 1.00)
Holder of FDY.TO: Nationwide Mutual Funds-Nationwide International Small Cap Fund
Shares held as of 2026-04-30: 378914 (value 1981720; 0.00% of shares outstanding; change -0.51)
Holder of FDY.TO: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 1278687 (value 6687533; 0.00% of shares outstanding; change -0.52)
Holder of FDY.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 2899180 (value 15162711; 0.01% of shares outstanding; change 0.00)
Holder of FDY.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 8941464 (value 46495611; 0.03% of shares outstanding; change 1.00)
Holder of FDY.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 9090678 (value 47544246; 0.03% of shares outstanding; change 0.02)
Holder of FE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13109117 (value 608131929; 0.02% of shares outstanding; change 0.02)
Holder of FE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17273606 (value 801322571; 0.03% of shares outstanding; change 0.00)
Holder of FE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 7770650 (value 360713558; 0.01% of shares outstanding; change 0.03)
Holder of FE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 9434136 (value 470952051; 0.02% of shares outstanding; change 0.24)
Holder of FE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 17339509 (value 865588257; 0.03% of shares outstanding; change -0.17)
Holder of FE: Income Fund of America
Shares held as of 2026-03-31: 24393426 (value 1140636558; 0.04% of shares outstanding; change 0.00)
Holder of FE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13212324 (value 659559189; 0.02% of shares outstanding; change 0.01)
Holder of FE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11839982 (value 591051879; 0.02% of shares outstanding; change -0.01)
Holder of FE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17435681 (value 870389163; 0.03% of shares outstanding; change 0.01)
Holder of FE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 22845915 (value 1068274947; 0.04% of shares outstanding; change 0.08)
Holder of FE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 7770650 (value 377109635; 0.01% of shares outstanding; change 0.00)
Holder of FE: Income Fund of America
Shares held as of 2026-04-30: 24393426 (value 1217719781; 0.04% of shares outstanding; change 0.00)
Holder of FE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 8637017 (value 406198898; 0.01% of shares outstanding; change -0.03)
Holder of FE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 22845915 (value 1094547784; 0.04% of shares outstanding; change 0.00)
Holder of FE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6724650 (value 316529273; 0.01% of shares outstanding; change 0.01)
Holder of FE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 8548650 (value 426748592; 0.01% of shares outstanding; change 0.10)
Holder of FE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 8459841 (value 405310981; 0.01% of shares outstanding; change -0.02)
Holder of FE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6849486 (value 341926328; 0.01% of shares outstanding; change 0.02)
Holder of FE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 8505210 (value 424580067; 0.01% of shares outstanding; change 0.01)
Holder of FE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 22845915 (value 1140468034; 0.04% of shares outstanding; change 0.00)
Holder of FEAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 58789 (value 108759; 0.00% of shares outstanding; change 0.73)
Holder of FEAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 199643 (value 369339; 0.00% of shares outstanding; change 2.13)
Holder of FEAM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 5373 (value 8328; 0.00% of shares outstanding; change 1.00)
Holder of FEAM: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 19134 (value 22004; 0.00% of shares outstanding; change 6.26)
Holder of FEAM: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 887 (value 1020; 0.00% of shares outstanding; change 0.00)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 148564 (value 257015; 0.00% of shares outstanding; change 2.53)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 17775 (value 30750; 0.00% of shares outstanding; change 0.00)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 39012 (value 67490; 0.00% of shares outstanding; change 2.99)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 24689 (value 42711; 0.00% of shares outstanding; change 1.12)
Holder of FEAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 316093 (value 363506; 0.01% of shares outstanding; change 4.38)
Holder of FEAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 199643 (value 229589; 0.00% of shares outstanding; change 0.00)
Holder of FEAM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 17667 (value 30563; 0.00% of shares outstanding; change -0.01)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 148023 (value 213153; 0.00% of shares outstanding; change 0.00)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 32190 (value 46353; 0.00% of shares outstanding; change 0.81)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 39012 (value 56177; 0.00% of shares outstanding; change 0.00)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 38152 (value 59135; 0.00% of shares outstanding; change 0.55)
Holder of FEAM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 17783 (value 25607; 0.00% of shares outstanding; change 0.01)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 143101 (value 164566; 0.00% of shares outstanding; change -0.03)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 32190 (value 37018; 0.00% of shares outstanding; change 0.00)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 39012 (value 44863; 0.00% of shares outstanding; change 0.00)
Holder of FEAM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 38152 (value 43874; 0.00% of shares outstanding; change 0.00)
Holder of FEAM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 17551 (value 20183; 0.00% of shares outstanding; change -0.01)
Holder of FEBO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3296 (value 2768; 0.00% of shares outstanding; change 0.00)
Holder of FEBO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3296 (value 3130; 0.00% of shares outstanding; change 0.00)
Holder of FEBO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3296 (value 2873; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: Brighthouse Fd.s TRT II-Brighthouse/Dimensional Intl Small Company POR
Shares held as of 2025-12-31: 8267 (value 126567; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 264788 (value 4414015; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 88139 (value 1469277; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 8802 (value 146729; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 178762 (value 2979962; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: EATON VANCE MUTUAL FUNDS TRUST-Eaton Vance Multi-Asset Credit Fund
Shares held as of 2026-01-31: 15961 (value 266069; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: American Century ETF Trust-Avantis International Small Cap Value Fund
Shares held as of 2026-03-31: 7694 (value 69630; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: Brighthouse Fd.s TRT II-Brighthouse/Dimensional Intl Small Company POR
Shares held as of 2026-03-31: 8267 (value 74816; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 19852 (value 318823; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 533272 (value 8564348; 0.01% of shares outstanding; change 0.06)
Holder of FEC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 264788 (value 2396331; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 88139 (value 797657; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 8802 (value 79658; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 178762 (value 1617796; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: EATON VANCE MUTUAL FUNDS TRUST-Eaton Vance Multi-Asset Credit Fund
Shares held as of 2026-04-30: 15961 (value 144447; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 79937 (value 680263; 0.00% of shares outstanding; change 0.03)
Holder of FEC.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 19852 (value 178668; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 554060 (value 4715050; 0.01% of shares outstanding; change 0.04)
Holder of FEC.TO: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 80496 (value 728488; 0.00% of shares outstanding; change 0.01)
Holder of FEC.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 19852 (value 179660; 0.00% of shares outstanding; change 0.00)
Holder of FEC.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 520134 (value 4707212; 0.01% of shares outstanding; change -0.06)
Holder of FEDU: Trust For Professional Managers-PMC Diversified Equity Fund
Shares held as of 2022-12-31: 479 (value 3889; 0.00% of shares outstanding; change 0.00)
Holder of FEED: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 189 (value 170; 0.00% of shares outstanding; change 0.00)
Holder of FEED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 20591 (value 17893; 0.00% of shares outstanding; change 1.65)
Holder of FEED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1188 (value 1032; 0.00% of shares outstanding; change 0.00)
Holder of FEED: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 189 (value 72; 0.00% of shares outstanding; change 0.00)
Holder of FEED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 20516 (value 11694; 0.00% of shares outstanding; change 0.00)
Holder of FEED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1188 (value 677; 0.00% of shares outstanding; change 0.00)
Holder of FEED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 14828 (value 5664; 0.00% of shares outstanding; change -0.28)
Holder of FEED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1188 (value 453; 0.00% of shares outstanding; change 0.00)
Holder of FEIM: Segall Bryant & Hamill Trust-SBH Small Cap Value Fund
Shares held as of 2025-12-31: 61202 (value 4644007; 0.01% of shares outstanding; change 0.07)
Holder of FEIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 72487 (value 5500313; 0.01% of shares outstanding; change 0.07)
Holder of FEIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 199108 (value 15108314; 0.02% of shares outstanding; change -0.11)
Holder of FEIM: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 59790 (value 4169156; 0.01% of shares outstanding; change 1.00)
Holder of FEIM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 48233 (value 3363287; 0.00% of shares outstanding; change 0.00)
Holder of FEIM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 64593 (value 4504070; 0.01% of shares outstanding; change 0.01)
Holder of FEIM: Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund
Shares held as of 2026-03-31: 78756 (value 5706659; 0.01% of shares outstanding; change 0.63)
Holder of FEIM: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 97230 (value 6642753; 0.01% of shares outstanding; change 1.00)
Holder of FEIM: Segall Bryant & Hamill Trust-SBH Small Cap Value Fund
Shares held as of 2026-03-31: 44766 (value 3243744; 0.00% of shares outstanding; change -0.27)
Holder of FEIM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 76885 (value 5571087; 0.01% of shares outstanding; change 0.06)
Holder of FEIM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 199108 (value 14427365; 0.02% of shares outstanding; change 0.00)
Holder of FEIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 161912 (value 12285882; 0.02% of shares outstanding; change -0.02)
Holder of FEIM: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-04-30: 110202 (value 7985236; 0.01% of shares outstanding; change 0.84)
Holder of FEIM: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 105604 (value 7363767; 0.01% of shares outstanding; change 0.09)
Holder of FEIM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 65817 (value 4769099; 0.01% of shares outstanding; change 0.02)
Holder of FEIM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 54282 (value 4086348; 0.01% of shares outstanding; change 0.43)
Holder of FEIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 160740 (value 10575084; 0.02% of shares outstanding; change -0.01)
Holder of FEIM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 55709 (value 3665095; 0.01% of shares outstanding; change 0.00)
Holder of FEIM: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 113580 (value 8230006; 0.01% of shares outstanding; change 0.08)
Holder of FEIM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 54282 (value 3111987; 0.01% of shares outstanding; change 0.00)
Holder of FEIM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 162277 (value 11758591; 0.02% of shares outstanding; change 0.01)
Holder of FEIM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 55133 (value 3994937; 0.01% of shares outstanding; change -0.01)
Holder of FEIM: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 54282 (value 3933273; 0.01% of shares outstanding; change 0.00)
Holder of FELE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 412175 (value 40549775; 0.01% of shares outstanding; change 0.01)
Holder of FELE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 485624 (value 47775687; 0.01% of shares outstanding; change -0.03)
Holder of FELE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 858262 (value 84435813; 0.02% of shares outstanding; change -0.04)
Holder of FELE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1193628 (value 117429119; 0.03% of shares outstanding; change 0.02)
Holder of FELE: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1124470 (value 110827760; 0.03% of shares outstanding; change -0.06)
Holder of FELE: Calvert Impact Fund, Inc.-Calvert Small-Cap Fund
Shares held as of 2026-03-31: 516413 (value 54528046; 0.01% of shares outstanding; change -0.02)
Holder of FELE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 427435 (value 45132860; 0.01% of shares outstanding; change 0.04)
Holder of FELE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 484276 (value 51134701; 0.01% of shares outstanding; change 0.00)
Holder of FELE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 865653 (value 91404297; 0.02% of shares outstanding; change 0.01)
Holder of FELE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1208231 (value 127577106; 0.03% of shares outstanding; change 0.01)
Holder of FELE: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 480000 (value 50683198; 0.01% of shares outstanding; change 1.00)
Holder of FELE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 946713 (value 93137622; 0.02% of shares outstanding; change 0.01)
Holder of FELE: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1023167 (value 106030793; 0.02% of shares outstanding; change -0.09)
Holder of FELE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 455744 (value 47199128; 0.01% of shares outstanding; change 0.01)
Holder of FELE: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 387689 (value 40936080; 0.01% of shares outstanding; change 0.00)
Holder of FELE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2332882 (value 243692851; 0.05% of shares outstanding; change 0.02)
Holder of FELE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 909712 (value 95774478; 0.02% of shares outstanding; change -0.04)
Holder of FELE: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 1004367 (value 106051107; 0.02% of shares outstanding; change -0.02)
Holder of FELE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 460399 (value 48645760; 0.01% of shares outstanding; change 0.01)
Holder of FELE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2324273 (value 245419977; 0.05% of shares outstanding; change 0.00)
Holder of FELE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 929037 (value 98097013; 0.02% of shares outstanding; change 0.02)
Holder of FEMY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 487745 (value 188757; 0.01% of shares outstanding; change 1.23)
Holder of FEMY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 619461 (value 239731; 0.01% of shares outstanding; change 0.00)
Holder of FEMY: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 58473 (value 22629; 0.00% of shares outstanding; change 1.00)
Holder of FEMY: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 390 (value 1446; 0.00% of shares outstanding; change 0.00)
Holder of FEMY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 367254 (value 112526; 0.01% of shares outstanding; change 0.66)
Holder of FEMY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 18182 (value 5570; 0.00% of shares outstanding; change 0.00)
Holder of FEMY: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 76588 (value 23466; 0.00% of shares outstanding; change 0.37)
Holder of FEMY: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 50540 (value 15485; 0.00% of shares outstanding; change 0.00)
Holder of FEMY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 27937 (value 103646; 0.01% of shares outstanding; change 0.15)