speb/financial-data huggingface dataset:
Holder of PEBO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 346844 (value 12566157; 0.01% of shares outstanding; change 0.02)
Holder of PEBO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 388826 (value 15673576; 0.01% of shares outstanding; change 0.02)
Holder of PEBO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1063966 (value 42888470; 0.03% of shares outstanding; change 0.00)
Holder of PEBO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 865443 (value 30100106; 0.02% of shares outstanding; change 0.00)
Holder of PEBO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 855530 (value 30063323; 0.02% of shares outstanding; change 0.03)
Holder of PEBO: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 407054 (value 14303877; 0.01% of shares outstanding; change 0.00)
Holder of PEBO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 528465 (value 21302424; 0.01% of shares outstanding; change 0.00)
Holder of PEBO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 349609 (value 14092739; 0.01% of shares outstanding; change 0.01)
Holder of PEBO: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-04-30: 648172 (value 22776763; 0.02% of shares outstanding; change 0.00)
Holder of PEBO: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 340696 (value 11972057; 0.01% of shares outstanding; change 0.05)
Holder of PEBO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 831620 (value 30129592; 0.02% of shares outstanding; change -0.04)
Holder of PEBO: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-05-31: 496637 (value 19016231; 0.01% of shares outstanding; change -0.01)
Holder of PEBO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 892603 (value 32339006; 0.02% of shares outstanding; change 0.04)
Holder of PEBO: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 404462 (value 15486850; 0.01% of shares outstanding; change -0.01)
Holder of PEBO: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-05-31: 641324 (value 25261751; 0.02% of shares outstanding; change -0.01)
Holder of PEBO: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 314579 (value 12045230; 0.01% of shares outstanding; change -0.08)
Holder of PEBO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 839517 (value 33840931; 0.02% of shares outstanding; change 0.01)
Holder of PEBO: -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF
Shares held as of 2026-06-30: 514837 (value 20753080; 0.01% of shares outstanding; change 0.04)
Holder of PEBO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 888877 (value 35830633; 0.02% of shares outstanding; change 0.00)
Holder of PEBO: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 401512 (value 16184949; 0.01% of shares outstanding; change -0.01)
Holder of PEBO: Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET
Shares held as of 2026-06-30: 587140 (value 23667614; 0.02% of shares outstanding; change -0.08)
Holder of PEBO: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 345191 (value 13914649; 0.01% of shares outstanding; change 0.10)
Holder of PECO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1352495 (value 54302676; 0.01% of shares outstanding; change 0.01)
Holder of PECO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2854770 (value 114619019; 0.02% of shares outstanding; change -0.04)
Holder of PECO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 920317 (value 36950728; 0.01% of shares outstanding; change -0.03)
Holder of PECO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3962878 (value 159109557; 0.03% of shares outstanding; change 0.00)
Holder of PECO: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4689746 (value 190825758; 0.04% of shares outstanding; change 0.01)
Holder of PECO: Vanguard Explorer Fund
Shares held as of 2026-01-31: 2982447 (value 121355764; 0.02% of shares outstanding; change 0.00)
Holder of PECO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1240940 (value 50493846; 0.01% of shares outstanding; change 0.01)
Holder of PECO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1403544 (value 61096268; 0.01% of shares outstanding; change 0.04)
Holder of PECO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2900248 (value 126247791; 0.02% of shares outstanding; change 0.02)
Holder of PECO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 923509 (value 40200345; 0.01% of shares outstanding; change 0.00)
Holder of PECO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4002244 (value 174217676; 0.03% of shares outstanding; change 0.01)
Holder of PECO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3105498 (value 124685749; 0.02% of shares outstanding; change 0.00)
Holder of PECO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1254383 (value 54603290; 0.01% of shares outstanding; change 0.01)
Holder of PECO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1149827 (value 46786459; 0.01% of shares outstanding; change 0.01)
Holder of PECO: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4670467 (value 203305422; 0.04% of shares outstanding; change 0.00)
Holder of PECO: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2982447 (value 129825914; 0.02% of shares outstanding; change 0.00)
Holder of PECO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7666058 (value 311931889; 0.06% of shares outstanding; change 0.01)
Holder of PECO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2990309 (value 121675669; 0.02% of shares outstanding; change -0.04)
Holder of PECO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1156122 (value 48406826; 0.01% of shares outstanding; change 0.01)
Holder of PECO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7632211 (value 332230135; 0.06% of shares outstanding; change 0.00)
Holder of PECO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3040366 (value 132347128; 0.02% of shares outstanding; change 0.02)
Holder of PECO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1154737 (value 50265700; 0.01% of shares outstanding; change 0.00)
Holder of PED: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 3055 (value 40814; 0.00% of shares outstanding; change 0.00)
Holder of PED: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 10410 (value 133768; 0.00% of shares outstanding; change 0.00)
Holder of PED: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 41367 (value 531565; 0.00% of shares outstanding; change 0.00)
Holder of PED: ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund
Shares held as of 2026-03-31: 21797 (value 260474; 0.00% of shares outstanding; change 1.00)
Holder of PED: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 7385 (value 88250; 0.00% of shares outstanding; change 0.00)
Holder of PED: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 3054 (value 36495; 0.00% of shares outstanding; change 0.00)
Holder of PED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 7554 (value 100921; 0.00% of shares outstanding; change 0.12)
Holder of PED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2175 (value 29057; 0.00% of shares outstanding; change 0.20)
Holder of PED: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2226 (value 29739; 0.00% of shares outstanding; change 0.00)
Holder of PED: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 11432 (value 136612; 0.00% of shares outstanding; change 0.10)
Holder of PED: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 41367 (value 494335; 0.00% of shares outstanding; change 0.00)
Holder of PED: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 1247 (value 16659; 0.00% of shares outstanding; change 1.00)
Holder of PED: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 19039 (value 254361; 0.00% of shares outstanding; change 1.00)
Holder of PED: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 3521 (value 42075; 0.00% of shares outstanding; change 1.00)
Holder of PED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 7527 (value 88141; 0.00% of shares outstanding; change 0.00)
Holder of PED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2175 (value 25469; 0.00% of shares outstanding; change 0.00)
Holder of PED: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2226 (value 26066; 0.00% of shares outstanding; change 0.00)
Holder of PED: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 1247 (value 14602; 0.00% of shares outstanding; change 0.00)
Holder of PED: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 19039 (value 222946; 0.00% of shares outstanding; change 0.00)
Holder of PED: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 7527 (value 89947; 0.00% of shares outstanding; change 0.00)
Holder of PED: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2175 (value 25991; 0.00% of shares outstanding; change 0.00)
Holder of PED: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2226 (value 26600; 0.00% of shares outstanding; change 0.00)
Holder of PED: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 19039 (value 227516; 0.00% of shares outstanding; change 0.00)
Holder of PEG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 12587733 (value 990025219; 0.03% of shares outstanding; change 0.02)
Holder of PEG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15666122 (value 1232140519; 0.03% of shares outstanding; change 0.00)
Holder of PEG: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 9892067 (value 790277226; 0.02% of shares outstanding; change 0.17)
Holder of PEG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6374562 (value 501359311; 0.01% of shares outstanding; change 0.00)
Holder of PEG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12684657 (value 1012362444; 0.03% of shares outstanding; change 0.01)
Holder of PEG: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 10770907 (value 859626061; 0.02% of shares outstanding; change -0.01)
Holder of PEG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15839806 (value 1264174878; 0.03% of shares outstanding; change 0.01)
Holder of PEG: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4611372 (value 368033588; 0.01% of shares outstanding; change 0.00)
Holder of PEG: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 9892067 (value 796806027; 0.02% of shares outstanding; change 0.00)
Holder of PEG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6396616 (value 511025648; 0.01% of shares outstanding; change 0.00)
Holder of PEG: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 8292370 (value 659077595; 0.02% of shares outstanding; change -0.03)
Holder of PEG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5968428 (value 474370677; 0.01% of shares outstanding; change 0.03)
Holder of PEG: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 3551724 (value 282291035; 0.01% of shares outstanding; change 0.03)
Holder of PEG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6456325 (value 515795800; 0.01% of shares outstanding; change 0.01)
Holder of PEG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6387687 (value 509801283; 0.01% of shares outstanding; change 0.00)
Holder of PEG: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 8122401 (value 654259425; 0.02% of shares outstanding; change -0.02)
Holder of PEG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6026718 (value 485452153; 0.01% of shares outstanding; change 0.01)
Holder of PEG: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 3656311 (value 294515862; 0.01% of shares outstanding; change 0.03)
Holder of PEG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6576217 (value 524847862; 0.01% of shares outstanding; change 0.02)
Holder of PEG: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 9892067 (value 789485843; 0.02% of shares outstanding; change 0.00)
Holder of PEG: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 8141502 (value 649773254; 0.02% of shares outstanding; change 0.00)
Holder of PEG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6022929 (value 480689948; 0.01% of shares outstanding; change 0.00)
Holder of PEG: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 3672967 (value 293139487; 0.01% of shares outstanding; change 0.00)
Holder of PEGA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 987759 (value 35292628; 0.01% of shares outstanding; change 0.00)
Holder of PEGA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1196624 (value 42755374; 0.01% of shares outstanding; change -0.04)
Holder of PEGA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2118864 (value 75707009; 0.01% of shares outstanding; change -0.05)
Holder of PEGA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2890802 (value 103288354; 0.02% of shares outstanding; change -0.03)
Holder of PEGA: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 1048650 (value 31553878; 0.01% of shares outstanding; change -0.06)
Holder of PEGA: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1741992 (value 52416539; 0.01% of shares outstanding; change 0.47)
Holder of PEGA: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2270221 (value 60887326; 0.01% of shares outstanding; change 0.03)
Holder of PEGA: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1024536 (value 35561643; 0.01% of shares outstanding; change 1.00)
Holder of PEGA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1017685 (value 32728749; 0.01% of shares outstanding; change 0.03)
Holder of PEGA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1198365 (value 32140148; 0.01% of shares outstanding; change 0.00)
Holder of PEGA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2143580 (value 57490814; 0.01% of shares outstanding; change 0.01)
Holder of PEGA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2969144 (value 79632441; 0.02% of shares outstanding; change 0.03)
Holder of PEGA: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1024536 (value 27478055; 0.01% of shares outstanding; change 0.00)
Holder of PEGA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1349023 (value 46824587; 0.01% of shares outstanding; change 0.01)
Holder of PEGA: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 1045327 (value 28035669; 0.01% of shares outstanding; change 0.00)
Holder of PEGA: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1192547 (value 31984110; 0.01% of shares outstanding; change -0.32)
Holder of PEGA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3078452 (value 92630621; 0.02% of shares outstanding; change 0.02)
Holder of PEGA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1362849 (value 43829223; 0.01% of shares outstanding; change 0.01)
Holder of PEGA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3097173 (value 83066178; 0.02% of shares outstanding; change 0.01)
Holder of PEGA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 2039090 (value 54688393; 0.01% of shares outstanding; change 0.50)
Holder of PEGA: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 1135138 (value 30444400; 0.01% of shares outstanding; change 0.44)
Holder of PEN: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2025-12-31: 348918 (value 111060595; 0.01% of shares outstanding; change -0.02)
Holder of PEN: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 536111 (value 171839658; 0.01% of shares outstanding; change -0.09)
Holder of PEN: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 368823 (value 118218835; 0.01% of shares outstanding; change -0.18)
Holder of PEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 422066 (value 134343602; 0.01% of shares outstanding; change 0.01)
Holder of PEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 476212 (value 151578273; 0.01% of shares outstanding; change -0.03)
Holder of PEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 844196 (value 268707576; 0.02% of shares outstanding; change -0.04)
Holder of PEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1167350 (value 371567490; 0.03% of shares outstanding; change 0.00)
Holder of PEN: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 502939 (value 160301752; 0.01% of shares outstanding; change 0.00)
Holder of PEN: SmallCap World Fund Inc
Shares held as of 2026-03-31: 412644 (value 131522026; 0.01% of shares outstanding; change 0.00)
Holder of PEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 437991 (value 139600876; 0.01% of shares outstanding; change 0.04)
Holder of PEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 481057 (value 153327302; 0.01% of shares outstanding; change 0.01)
Holder of PEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 859628 (value 273989241; 0.02% of shares outstanding; change 0.02)
Holder of PEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1184084 (value 377403106; 0.03% of shares outstanding; change 0.01)
Holder of PEN: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-04-30: 307381 (value 98524831; 0.01% of shares outstanding; change -0.01)
Holder of PEN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1325171 (value 420344257; 0.03% of shares outstanding; change 0.02)
Holder of PEN: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-04-30: 251018 (value 79622912; 0.01% of shares outstanding; change -0.01)
Holder of PEN: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-05-31: 306485 (value 97560307; 0.01% of shares outstanding; change 0.00)
Holder of PEN: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 293897 (value 93488637; 0.01% of shares outstanding; change -0.01)
Holder of PEN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1330877 (value 424190440; 0.03% of shares outstanding; change 0.00)
Holder of PEN: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 251981 (value 80313906; 0.01% of shares outstanding; change 0.00)
Holder of PEN: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 302605 (value 96449294; 0.01% of shares outstanding; change 0.03)
Holder of PEN: iShares Trust-iShares S&P Mid-Cap 400 Growth ETF
Shares held as of 2026-06-30: 233866 (value 74540112; 0.01% of shares outstanding; change -0.01)
Holder of PENG: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 991127 (value 55334622; 0.02% of shares outstanding; change -0.08)
Holder of PENG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1551024 (value 86593672; 0.03% of shares outstanding; change -0.02)
Holder of PENG: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 2433823 (value 163431218; 0.05% of shares outstanding; change 0.46)
Holder of PENG: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 648519 (value 38820347; 0.01% of shares outstanding; change 0.00)
Holder of PENG: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 2510000 (value 168546503; 0.05% of shares outstanding; change -0.21)
Holder of PENG: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1249355 (value 67277764; 0.02% of shares outstanding; change 0.03)
Holder of PENG: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 675060 (value 40409092; 0.01% of shares outstanding; change 1.00)
Holder of PENG: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 899766 (value 48452397; 0.02% of shares outstanding; change -0.09)
Holder of PENG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1578185 (value 84985259; 0.03% of shares outstanding; change 0.02)
Holder of PENG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1301471 (value 72661128; 0.03% of shares outstanding; change 0.00)
Holder of PENG: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 3983761 (value 240659001; 0.08% of shares outstanding; change 0.64)
Holder of PENG: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 3983761 (value 214525523; 0.08% of shares outstanding; change 0.64)
Holder of PENG: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 919674 (value 49524443; 0.02% of shares outstanding; change 3.67)
Holder of PENG: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 873838 (value 58678223; 0.02% of shares outstanding; change 0.29)
Holder of PENG: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 1987700 (value 107037641; 0.04% of shares outstanding; change -0.21)
Holder of PENG: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-04-30: 1395529 (value 83536366; 0.03% of shares outstanding; change 0.04)
Holder of PENG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2917418 (value 195904623; 0.06% of shares outstanding; change 0.02)
Holder of PENG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1259626 (value 84583887; 0.02% of shares outstanding; change -0.03)
Holder of PENG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 654647 (value 43959547; 0.01% of shares outstanding; change 0.42)
Holder of PENG: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 902838 (value 48617824; 0.02% of shares outstanding; change 0.03)
Holder of PENG: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-05-31: 1484009 (value 116272102; 0.03% of shares outstanding; change 0.06)
Holder of PENG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2913320 (value 156882277; 0.06% of shares outstanding; change 0.00)
Holder of PENG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1271604 (value 68475873; 0.02% of shares outstanding; change 0.01)
Holder of PENG: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 1252430 (value 67443353; 0.02% of shares outstanding; change -0.16)
Holder of PENN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1380788 (value 26000237; 0.01% of shares outstanding; change -0.08)
Holder of PENN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3017825 (value 56825644; 0.02% of shares outstanding; change -0.13)
Holder of PENN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1949663 (value 36712154; 0.01% of shares outstanding; change -0.12)
Holder of PENN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4258680 (value 80190944; 0.03% of shares outstanding; change -0.06)
Holder of PENN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 4771431 (value 101631476; 0.04% of shares outstanding; change 0.00)
Holder of PENN: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 1207212 (value 25713614; 0.01% of shares outstanding; change -0.02)
Holder of PENN: BARON SELECT FUNDS-Baron Real Estate Fund
Shares held as of 2026-03-31: 1981900 (value 40589311; 0.01% of shares outstanding; change 1.00)
Holder of PENN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 1399600 (value 26914307; 0.01% of shares outstanding; change 1.00)
Holder of PENN: Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund
Shares held as of 2026-03-31: 1804900 (value 38444368; 0.01% of shares outstanding; change -0.06)
Holder of PENN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1425103 (value 29186108; 0.01% of shares outstanding; change 0.03)
Holder of PENN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3076611 (value 63008991; 0.02% of shares outstanding; change 0.02)
Holder of PENN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1960630 (value 40153701; 0.01% of shares outstanding; change 0.01)
Holder of PENN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4323517 (value 88545626; 0.03% of shares outstanding; change 0.02)
Holder of PENN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 4024925 (value 82792706; 0.03% of shares outstanding; change -0.16)
Holder of PENN: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 4024925 (value 82430462; 0.03% of shares outstanding; change -0.16)
Holder of PENN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 1408800 (value 28852223; 0.01% of shares outstanding; change 0.01)
Holder of PENN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7765061 (value 165395793; 0.06% of shares outstanding; change 0.02)
Holder of PENN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7719778 (value 158101049; 0.06% of shares outstanding; change -0.01)
Holder of PENN: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1221966 (value 25025863; 0.01% of shares outstanding; change 0.03)
Holder of PENN: Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund
Shares held as of 2026-06-30: 1804900 (value 36964351; 0.01% of shares outstanding; change 0.00)
Holder of PEO: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 149985 (value 3824617; 0.01% of shares outstanding; change 0.00)
Holder of PEO: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 24652 (value 603727; 0.00% of shares outstanding; change 0.00)
Holder of PEO: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 34706 (value 958232; 0.00% of shares outstanding; change -0.04)
Holder of PEO: Adams Diversified Equity Fund, Inc.
Shares held as of 2026-03-31: 2621907 (value 72390853; 0.10% of shares outstanding; change 0.02)
Holder of PEO: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 181985 (value 5024605; 0.01% of shares outstanding; change 0.21)
Holder of PEO: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 20000 (value 552200; 0.00% of shares outstanding; change 1.00)
Holder of PEO: Mosley Wealth Management
Shares held as of 2026-03-31: 93 (value 2426; 0.00% of shares outstanding; change 1.00)
Holder of PEO: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 30871 (value 852348; 0.00% of shares outstanding; change 1.00)
Holder of PEO: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 47178 (value 1230874; 0.00% of shares outstanding; change 0.00)
Holder of PEO: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 21195 (value 585193; 0.00% of shares outstanding; change -0.14)
Holder of PEO: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 48178 (value 1216976; 0.00% of shares outstanding; change 0.02)
Holder of PEO: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 47449 (value 1310066; 0.00% of shares outstanding; change -0.02)
Holder of PEO.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 13063112 (value 503713616; 0.01% of shares outstanding; change 0.02)
Holder of PEO.DE: Income Fund of America
Shares held as of 2026-03-31: 36717510 (value 1415827236; 0.04% of shares outstanding; change 0.65)
Holder of PEO.DE: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 11396586 (value 475408586; 0.01% of shares outstanding; change -0.02)
Holder of PEO.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 25997149 (value 1084471074; 0.03% of shares outstanding; change 0.02)
Holder of PEO.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 21802264 (value 909481446; 0.02% of shares outstanding; change -0.01)
Holder of PEO.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 32062984 (value 1337507382; 0.03% of shares outstanding; change 0.01)
Holder of PEO.DE: Income Fund of America
Shares held as of 2026-04-30: 39057324 (value 1629276276; 0.04% of shares outstanding; change 0.06)
Holder of PEO.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 21893391 (value 844209187; 0.02% of shares outstanding; change 0.02)
Holder of PEO.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 16993258 (value 655260051; 0.02% of shares outstanding; change -0.03)
Holder of PEO.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 12222436 (value 471297148; 0.01% of shares outstanding; change 0.03)
Holder of PEO.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 13230686 (value 510175270; 0.01% of shares outstanding; change 0.01)
Holder of PEO.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 13089986 (value 546048767; 0.01% of shares outstanding; change 0.00)
Holder of PEO.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 22218737 (value 913856676; 0.02% of shares outstanding; change 0.01)
Holder of PEO.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 13476650 (value 562178456; 0.01% of shares outstanding; change 0.02)
Holder of PEO.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 21719832 (value 906042795; 0.02% of shares outstanding; change -0.02)
Holder of PEO.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 16716883 (value 697344776; 0.02% of shares outstanding; change 0.00)
Holder of PEO.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 12366681 (value 515876099; 0.01% of shares outstanding; change 0.00)
Holder of PEP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 34482280 (value 4972000037; 0.02% of shares outstanding; change 0.02)
Holder of PEP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 42973548 (value 6196355991; 0.03% of shares outstanding; change 0.00)
Holder of PEP: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 7511901 (value 1066840212; 0.01% of shares outstanding; change 0.01)
Holder of PEP: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 20301478 (value 2773993941; 0.01% of shares outstanding; change 0.06)
Holder of PEP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 17453157 (value 2516570750; 0.01% of shares outstanding; change 0.00)
Holder of PEP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 34728297 (value 4745274480; 0.02% of shares outstanding; change 0.01)
Holder of PEP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 43398257 (value 5929937809; 0.03% of shares outstanding; change 0.01)
Holder of PEP: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 12640774 (value 1727235351; 0.01% of shares outstanding; change 0.00)
Holder of PEP: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 7705437 (value 1052870906; 0.01% of shares outstanding; change -0.02)
Holder of PEP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 17513401 (value 2487253284; 0.01% of shares outstanding; change 0.00)
Holder of PEP: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 29250954 (value 4151295338; 0.02% of shares outstanding; change 0.02)
Holder of PEP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 16321409 (value 2316334335; 0.01% of shares outstanding; change 0.03)
Holder of PEP: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 7672667 (value 1048393214; 0.01% of shares outstanding; change 0.02)
Holder of PEP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 17677054 (value 2510495284; 0.01% of shares outstanding; change 0.01)
Holder of PEP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 17489033 (value 2389701458; 0.01% of shares outstanding; change 0.00)
Holder of PEP: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 29614185 (value 4060696902; 0.02% of shares outstanding; change 0.01)
Holder of PEP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 16481005 (value 2264160547; 0.01% of shares outstanding; change 0.01)
Holder of PEP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 18005830 (value 2460316600; 0.01% of shares outstanding; change 0.02)
Holder of PEP: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 29012647 (value 3964288068; 0.02% of shares outstanding; change -0.02)
Holder of PEP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 16518997 (value 2257155739; 0.01% of shares outstanding; change 0.00)
Holder of PEP.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 7511901 (value 915550473; 0.01% of shares outstanding; change 0.01)
Holder of PEP.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 20301478 (value 2428462854; 0.01% of shares outstanding; change 0.06)
Holder of PEP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 17453157 (value 2127190727; 0.01% of shares outstanding; change 0.00)
Holder of PEP.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 34728297 (value 4154198982; 0.02% of shares outstanding; change 0.01)
Holder of PEP.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 43398257 (value 5191299621; 0.03% of shares outstanding; change 0.01)
Holder of PEP.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 12640774 (value 1512089420; 0.01% of shares outstanding; change 0.00)
Holder of PEP.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 7705437 (value 921724395; 0.01% of shares outstanding; change -0.02)
Holder of PEP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 29250954 (value 3565106193; 0.02% of shares outstanding; change 0.02)
Holder of PEP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 16321409 (value 1989253284; 0.01% of shares outstanding; change 0.03)
Holder of PEP.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 7672667 (value 917804447; 0.01% of shares outstanding; change 0.02)
Holder of PEP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 17677054 (value 2154479292; 0.01% of shares outstanding; change 0.01)
Holder of PEP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 17489033 (value 2092038175; 0.01% of shares outstanding; change 0.00)
Holder of PEP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 29614185 (value 3597531293; 0.02% of shares outstanding; change 0.01)
Holder of PEP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 18005830 (value 2153857434; 0.01% of shares outstanding; change 0.02)
Holder of PEP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 29012647 (value 3470492913; 0.02% of shares outstanding; change -0.02)
Holder of PEP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 16518997 (value 1976002466; 0.01% of shares outstanding; change 0.00)
Holder of PEP.SW: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 7511901 (value 931475724; 0.01% of shares outstanding; change 0.01)
Holder of PEP.SW: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 20301478 (value 2334669970; 0.01% of shares outstanding; change 0.06)
Holder of PEP.SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 17453157 (value 2164191468; 0.01% of shares outstanding; change 0.00)
Holder of PEP.SW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 34728297 (value 3993754155; 0.02% of shares outstanding; change 0.01)
Holder of PEP.SW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 43398257 (value 4990799555; 0.03% of shares outstanding; change 0.01)
Holder of PEP.SW: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 12640774 (value 1453689010; 0.01% of shares outstanding; change 0.00)
Holder of PEP.SW: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 7705437 (value 886125255; 0.01% of shares outstanding; change -0.02)
Holder of PEP.SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 17513401 (value 2171661724; 0.01% of shares outstanding; change 0.00)
Holder of PEP.SW: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 29250954 (value 3627118296; 0.02% of shares outstanding; change 0.02)
Holder of PEP.SW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 16321409 (value 2023854716; 0.01% of shares outstanding; change 0.03)
Holder of PEP.SW: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 7672667 (value 882356705; 0.01% of shares outstanding; change 0.02)
Holder of PEP.SW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 17677054 (value 2191954696; 0.01% of shares outstanding; change 0.01)
Holder of PEP.SW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 17489033 (value 2011238795; 0.01% of shares outstanding; change 0.00)
Holder of PEP.SW: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 29614185 (value 3346402905; 0.02% of shares outstanding; change 0.01)
Holder of PEP.SW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 16481005 (value 2043644620; 0.01% of shares outstanding; change 0.01)
Holder of PEP.SW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 18005830 (value 2070670450; 0.01% of shares outstanding; change 0.02)
Holder of PEP.SW: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 29012647 (value 3336454405; 0.02% of shares outstanding; change -0.02)
Holder of PEP.SW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 16518997 (value 1899684655; 0.01% of shares outstanding; change 0.00)
Holder of PEPG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 480403 (value 720604; 0.01% of shares outstanding; change 1.42)
Holder of PEPG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1408449 (value 2112673; 0.02% of shares outstanding; change 0.00)
Holder of PEPG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 64497 (value 115449; 0.00% of shares outstanding; change 1.00)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 235342 (value 331832; 0.00% of shares outstanding; change 0.01)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 42675 (value 60171; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 75083 (value 105867; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 86249 (value 121611; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 482688 (value 931587; 0.01% of shares outstanding; change 0.00)
Holder of PEPG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1408449 (value 2718306; 0.02% of shares outstanding; change 0.00)
Holder of PEPG: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 451333 (value 676999; 0.01% of shares outstanding; change 0.02)
Holder of PEPG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 101276 (value 142799; 0.00% of shares outstanding; change -0.13)
Holder of PEPG: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 42601 (value 60067; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 74579 (value 143937; 0.00% of shares outstanding; change 0.16)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 230248 (value 412143; 0.00% of shares outstanding; change -0.02)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 42675 (value 76388; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 73180 (value 130992; 0.00% of shares outstanding; change -0.03)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 86249 (value 154385; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 444767 (value 796132; 0.01% of shares outstanding; change -0.01)
Holder of PEPG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 101942 (value 182476; 0.00% of shares outstanding; change 0.01)
Holder of PEPG: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 42601 (value 76255; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 230248 (value 444378; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 42675 (value 82362; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 69170 (value 133498; 0.00% of shares outstanding; change -0.05)
Holder of PEPG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 86249 (value 166460; 0.00% of shares outstanding; change 0.00)
Holder of PEPG: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 441015 (value 851158; 0.01% of shares outstanding; change -0.01)
Holder of PEPG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 100610 (value 194177; 0.00% of shares outstanding; change -0.01)
Holder of PEPG: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 42601 (value 82219; 0.00% of shares outstanding; change 0.00)
Holder of PER.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1804143 (value 110918710; 0.01% of shares outstanding; change 0.02)
Holder of PER.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2796380 (value 171921441; 0.01% of shares outstanding; change 0.01)
Holder of PER.DE: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 1695332 (value 105992157; 0.01% of shares outstanding; change -0.06)
Holder of PER.DE: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 2147193 (value 134242507; 0.01% of shares outstanding; change -0.02)
Holder of PER.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 2307044 (value 144236391; 0.01% of shares outstanding; change 0.00)
Holder of PER.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 3048214 (value 190574340; 0.01% of shares outstanding; change -0.09)