speb/financial-data huggingface dataset:
Holder of PFGC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4745919 (value 529122499; 0.03% of shares outstanding; change 0.02)
Holder of PFGC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2094747 (value 233543338; 0.01% of shares outstanding; change 0.02)
Holder of PFGC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5306491 (value 549858611; 0.03% of shares outstanding; change 0.02)
Holder of PFGC: Capital Group Growth ETF
Shares held as of 2026-05-31: 2054500 (value 229056200; 0.01% of shares outstanding; change 0.22)
Holder of PFGC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5329522 (value 594188396; 0.03% of shares outstanding; change 0.00)
Holder of PFGC: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 3559500 (value 396848647; 0.02% of shares outstanding; change 0.00)
Holder of PFIS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 50862 (value 3057823; 0.01% of shares outstanding; change 0.11)
Holder of PFIS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 101452 (value 6027263; 0.01% of shares outstanding; change 0.08)
Holder of PFIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 275106 (value 16344047; 0.03% of shares outstanding; change 0.00)
Holder of PFIS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 57069 (value 3602195; 0.01% of shares outstanding; change 0.00)
Holder of PFIS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 92368 (value 5830268; 0.01% of shares outstanding; change 0.01)
Holder of PFIS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 46251 (value 3211669; 0.00% of shares outstanding; change 0.01)
Holder of PFIS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 55811 (value 3875515; 0.01% of shares outstanding; change 0.10)
Holder of PFIS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 49375 (value 2968424; 0.00% of shares outstanding; change 0.00)
Holder of PFIS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 104884 (value 7283145; 0.01% of shares outstanding; change 0.03)
Holder of PFIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 276856 (value 19224881; 0.03% of shares outstanding; change 0.01)
Holder of PFIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 229393 (value 13628238; 0.02% of shares outstanding; change 0.02)
Holder of PFIS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 70279 (value 4175275; 0.01% of shares outstanding; change 0.00)
Holder of PFIS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 110982 (value 6672237; 0.01% of shares outstanding; change 0.27)
Holder of PFIS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 64190 (value 4457353; 0.01% of shares outstanding; change 0.12)
Holder of PFIS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 49195 (value 3105188; 0.00% of shares outstanding; change 0.00)
Holder of PFIS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 93975 (value 6525624; 0.01% of shares outstanding; change 0.02)
Holder of PFIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 220313 (value 13906156; 0.02% of shares outstanding; change -0.04)
Holder of PFIS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 69484 (value 4385830; 0.01% of shares outstanding; change -0.01)
Holder of PFIS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 134272 (value 8475248; 0.01% of shares outstanding; change 0.21)
Holder of PFIS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 49162 (value 3413809; 0.00% of shares outstanding; change 0.00)
Holder of PFIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 222149 (value 15426027; 0.02% of shares outstanding; change 0.01)
Holder of PFIS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 72425 (value 5029192; 0.01% of shares outstanding; change 0.04)
Holder of PFIS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 158043 (value 10974506; 0.02% of shares outstanding; change 0.18)
Holder of PFL: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 291488 (value 2235712; 0.01% of shares outstanding; change -0.10)
Holder of PFL: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 344069 (value 2632127; 0.01% of shares outstanding; change 0.11)
Holder of PFL: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 334329 (value 2614452; 0.01% of shares outstanding; change -0.03)
Holder of PFL: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 333591 (value 2558642; 0.01% of shares outstanding; change 0.00)
Holder of PFLT: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-01-31: 2031 (value 15090; 0.00% of shares outstanding; change -0.87)
Holder of PFLT: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 81392 (value 608812; 0.00% of shares outstanding; change -0.11)
Holder of PFLT: Tidal ETF Trust-Sound Enhanced Fixed Income ETF
Shares held as of 2026-02-28: 107978 (value 740729; 0.00% of shares outstanding; change -0.05)
Holder of PFLT: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 262767 (value 1802581; 0.00% of shares outstanding; change -0.10)
Holder of PFLT: EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF
Shares held as of 2026-04-30: 90 (value 617; 0.00% of shares outstanding; change -0.96)
Holder of PFLT: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 63677 (value 436824; 0.00% of shares outstanding; change -0.22)
Holder of PFLT: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 1808190 (value 14628257; 0.02% of shares outstanding; change 0.00)
Holder of PFLT: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-04-30: 1672768 (value 13532693; 0.02% of shares outstanding; change 0.15)
Holder of PFLT: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 1823643 (value 13221411; 0.02% of shares outstanding; change 0.01)
Holder of PFLT: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-05-31: 1687554 (value 12116637; 0.02% of shares outstanding; change 0.01)
Holder of PFLT: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 1796252 (value 12322288; 0.02% of shares outstanding; change -0.02)
Holder of PFLT: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-06-30: 2003566 (value 13744463; 0.02% of shares outstanding; change 0.19)
Holder of PFN: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 45292 (value 319308; 0.00% of shares outstanding; change 1.00)
Holder of PFN: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 757687 (value 5288655; 0.01% of shares outstanding; change -0.60)
Holder of PFN: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 16869 (value 117745; 0.00% of shares outstanding; change 0.00)
Holder of PFN: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 10595 (value 73953; 0.00% of shares outstanding; change 0.00)
Holder of PFN: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 4167 (value 29085; 0.00% of shares outstanding; change 0.00)
Holder of PFN: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 8107 (value 56586; 0.00% of shares outstanding; change 0.00)
Holder of PFN: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 4507 (value 30653; 0.00% of shares outstanding; change 0.00)
Holder of PFN: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 36130 (value 245727; 0.00% of shares outstanding; change 0.00)
Holder of PFN: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 48268 (value 340289; 0.00% of shares outstanding; change 0.05)
Holder of PFN: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 789812 (value 5568174; 0.01% of shares outstanding; change 0.04)
Holder of PFN: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 18421 (value 129868; 0.00% of shares outstanding; change 0.09)
Holder of PFN: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 11498 (value 81060; 0.00% of shares outstanding; change 0.09)
Holder of PFN: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 5018 (value 35376; 0.00% of shares outstanding; change 0.20)
Holder of PFN: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 8879 (value 62596; 0.00% of shares outstanding; change 0.10)
Holder of PFN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 718806 (value 4923821; 0.01% of shares outstanding; change 0.09)
Holder of PFN: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 6559 (value 46240; 0.00% of shares outstanding; change 0.46)
Holder of PFN: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 48005 (value 338435; 0.00% of shares outstanding; change 0.33)
Holder of PFN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 698349 (value 4986211; 0.01% of shares outstanding; change -0.03)
Holder of PFN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 696810 (value 4912510; 0.01% of shares outstanding; change 0.00)
Holder of PFO: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 70439 (value 636064; 0.01% of shares outstanding; change 1.00)
Holder of PFO: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 136 (value 1236; 0.00% of shares outstanding; change -0.35)
Holder of PFO: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 136 (value 1251; 0.00% of shares outstanding; change -0.35)
Holder of PFO: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 307 (value 2824; 0.00% of shares outstanding; change -0.21)
Holder of PFO: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 21043 (value 190018; 0.00% of shares outstanding; change -0.70)
Holder of PFO: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 93 (value 839; 0.00% of shares outstanding; change -0.32)
Holder of PFO: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 251 (value 2266; 0.00% of shares outstanding; change -0.18)
Holder of PFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1405643 (value 31191218; 0.01% of shares outstanding; change 0.01)
Holder of PFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2812896 (value 62418163; 0.02% of shares outstanding; change -0.04)
Holder of PFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1815657 (value 40289429; 0.01% of shares outstanding; change -0.04)
Holder of PFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3877777 (value 86047873; 0.03% of shares outstanding; change -0.01)
Holder of PFS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1950555 (value 45018809; 0.02% of shares outstanding; change 0.00)
Holder of PFS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1266598 (value 29233081; 0.01% of shares outstanding; change 0.01)
Holder of PFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1451591 (value 34678508; 0.01% of shares outstanding; change 0.03)
Holder of PFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2864375 (value 68429917; 0.02% of shares outstanding; change 0.02)
Holder of PFS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1821934 (value 43526002; 0.01% of shares outstanding; change 0.00)
Holder of PFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3933054 (value 93960657; 0.03% of shares outstanding; change 0.01)
Holder of PFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2976427 (value 66046916; 0.02% of shares outstanding; change 0.00)
Holder of PFS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2957497 (value 66543682; 0.02% of shares outstanding; change 0.08)
Holder of PFS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1950555 (value 46598757; 0.02% of shares outstanding; change 0.00)
Holder of PFS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1281040 (value 30604044; 0.01% of shares outstanding; change 0.01)
Holder of PFS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1195149 (value 27153784; 0.01% of shares outstanding; change 0.01)
Holder of PFS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7508046 (value 170582799; 0.06% of shares outstanding; change 0.00)
Holder of PFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2976427 (value 68695934; 0.02% of shares outstanding; change 0.00)
Holder of PFS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3180713 (value 73410855; 0.02% of shares outstanding; change 0.08)
Holder of PFS: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1198544 (value 28201741; 0.01% of shares outstanding; change 0.00)
Holder of PFS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7677859 (value 183424046; 0.06% of shares outstanding; change 0.02)
Holder of PFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2976427 (value 71106839; 0.02% of shares outstanding; change 0.00)
Holder of PFS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3388038 (value 80940225; 0.03% of shares outstanding; change 0.07)
Holder of PFS: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1582438 (value 37804442; 0.01% of shares outstanding; change 0.61)
Holder of PFSA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3940 (value 1396; 0.00% of shares outstanding; change 0.00)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 30117 (value 8080; 0.01% of shares outstanding; change 19.21)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 211 (value 56; 0.00% of shares outstanding; change 0.00)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 217 (value 58; 0.00% of shares outstanding; change 0.00)
Holder of PFSA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 158 (value 270; 0.00% of shares outstanding; change 1.00)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 30007 (value 4837; 0.01% of shares outstanding; change 0.00)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 211 (value 34; 0.00% of shares outstanding; change 0.00)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 217 (value 34; 0.00% of shares outstanding; change 0.00)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 657 (value 1123; 0.00% of shares outstanding; change -0.45)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 8 (value 13; 0.00% of shares outstanding; change 0.00)
Holder of PFSA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9 (value 15; 0.00% of shares outstanding; change 0.00)
Holder of PFSI: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 380272 (value 31893413; 0.01% of shares outstanding; change 0.00)
Holder of PFSI: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 603778 (value 49050923; 0.01% of shares outstanding; change -0.11)
Holder of PFSI: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 444141 (value 37250106; 0.01% of shares outstanding; change 0.11)
Holder of PFSI: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 386432 (value 31393734; 0.01% of shares outstanding; change 0.12)
Holder of PFSI: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 818053 (value 68610107; 0.02% of shares outstanding; change 0.00)
Holder of PFSI: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 959359 (value 77938323; 0.02% of shares outstanding; change -0.10)
Holder of PFSI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 648353 (value 54377367; 0.01% of shares outstanding; change -0.04)
Holder of PFSI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 418182 (value 35072925; 0.01% of shares outstanding; change -0.03)
Holder of PFSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 905593 (value 75952087; 0.02% of shares outstanding; change 0.00)
Holder of PFSI: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 388956 (value 32808438; 0.01% of shares outstanding; change 0.02)
Holder of PFSI: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 610509 (value 51496433; 0.01% of shares outstanding; change 0.01)
Holder of PFSI: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 444141 (value 37463292; 0.01% of shares outstanding; change 0.00)
Holder of PFSI: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 816818 (value 68898597; 0.02% of shares outstanding; change 0.00)
Holder of PFSI: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 945559 (value 79757900; 0.02% of shares outstanding; change -0.01)
Holder of PFSI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 662283 (value 55863570; 0.01% of shares outstanding; change 0.02)
Holder of PFSI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 421274 (value 35534461; 0.01% of shares outstanding; change 0.01)
Holder of PFSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 916068 (value 77270334; 0.02% of shares outstanding; change 0.01)
Holder of PFSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 715226 (value 59986006; 0.01% of shares outstanding; change 0.01)
Holder of PFSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 687305 (value 55582357; 0.01% of shares outstanding; change -0.04)
Holder of PFSI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 376946 (value 30483624; 0.01% of shares outstanding; change 0.04)
Holder of PFSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 699380 (value 58992701; 0.01% of shares outstanding; change 0.02)
Holder of PFSI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 398846 (value 33642659; 0.01% of shares outstanding; change 0.06)
Holder of PFX: High Income Securities Fund
Shares held as of 2026-02-28: 19218 (value 834253; 0.01% of shares outstanding; change 0.00)
Holder of PFX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 762 (value 34663; 0.00% of shares outstanding; change 0.00)
Holder of PFX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 762 (value 33070; 0.00% of shares outstanding; change 0.00)
Holder of PFX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 762 (value 33078; 0.00% of shares outstanding; change 0.00)
Holder of PFZ0.DE: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1419666 (value 119961777; 0.01% of shares outstanding; change 0.19)
Holder of PFZ0.DE: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2158103 (value 182359703; 0.01% of shares outstanding; change 0.15)
Holder of PFZ0.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1680924 (value 142038078; 0.01% of shares outstanding; change 0.04)
Holder of PFZ0.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3486262 (value 294589139; 0.02% of shares outstanding; change 0.08)
Holder of PFZ0.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4801860 (value 405757170; 0.03% of shares outstanding; change 0.07)
Holder of PFZ0.DE: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1669942 (value 148624838; 0.01% of shares outstanding; change 0.13)
Holder of PFZ0.DE: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1669942 (value 141110099; 0.01% of shares outstanding; change 0.13)
Holder of PFZ0.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1675446 (value 141575187; 0.01% of shares outstanding; change 0.04)
Holder of PFZ0.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1725753 (value 145826128; 0.01% of shares outstanding; change 1.00)
Holder of PFZ0.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1912285 (value 161588082; 0.01% of shares outstanding; change 0.27)
Holder of PFZ0.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5107083 (value 431548513; 0.03% of shares outstanding; change 0.00)
Holder of PG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 58926033 (value 8459421153; 0.03% of shares outstanding; change 0.02)
Holder of PG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 73434746 (value 10542291956; 0.03% of shares outstanding; change 0.00)
Holder of PG: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 12887559 (value 1935840323; 0.01% of shares outstanding; change 0.01)
Holder of PG: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-01-31: 9452044 (value 1419791592; 0.00% of shares outstanding; change 0.03)
Holder of PG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 29679285 (value 4260758082; 0.01% of shares outstanding; change 0.00)
Holder of PG: Franklin Custodian Funds-FRANKLIN INCOME FUND
Shares held as of 2026-03-31: 8500000 (value 1252985031; 0.00% of shares outstanding; change 0.06)
Holder of PG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 59054374 (value 8705205487; 0.03% of shares outstanding; change 0.00)
Holder of PG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 73799184 (value 10878737983; 0.03% of shares outstanding; change 0.01)
Holder of PG: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 21496095 (value 3168739442; 0.01% of shares outstanding; change 0.00)
Holder of PG: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 13103260 (value 1931551604; 0.01% of shares outstanding; change -0.02)
Holder of PG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 29781727 (value 4473513412; 0.01% of shares outstanding; change 0.00)
Holder of PG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 27760032 (value 4067954902; 0.01% of shares outstanding; change 0.03)
Holder of PG: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 13047395 (value 1923316544; 0.01% of shares outstanding; change 0.01)
Holder of PG: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-04-30: 9255811 (value 1364399133; 0.00% of shares outstanding; change -0.02)
Holder of PG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 30060014 (value 4515314904; 0.01% of shares outstanding; change 0.01)
Holder of PG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 29740297 (value 4384017289; 0.01% of shares outstanding; change 0.00)
Holder of PG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 28031583 (value 4121763776; 0.01% of shares outstanding; change 0.01)
Holder of PG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 30619098 (value 4513561348; 0.01% of shares outstanding; change 0.02)
Holder of PG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 28125182 (value 4145933181; 0.01% of shares outstanding; change 0.00)
Holder of PG4.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5026875 (value 480066562; 0.02% of shares outstanding; change 0.00)
Holder of PG4.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4682831 (value 447210360; 0.02% of shares outstanding; change -0.02)
Holder of PG4.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6877399 (value 656791604; 0.02% of shares outstanding; change 0.00)
Holder of PG4.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2005907 (value 191564118; 0.01% of shares outstanding; change -0.01)
Holder of PG4.DE: Income Fund of America
Shares held as of 2026-04-30: 6000000 (value 573000000; 0.02% of shares outstanding; change 0.00)
Holder of PG4.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2531693 (value 241776681; 0.01% of shares outstanding; change 0.00)
Holder of PG4.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1908149 (value 189860825; 0.01% of shares outstanding; change 0.00)
Holder of PG4.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2606246 (value 248896493; 0.01% of shares outstanding; change 0.02)
Holder of PG4.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2785513 (value 266016491; 0.01% of shares outstanding; change -0.01)
Holder of PG4.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1666859 (value 159185034; 0.01% of shares outstanding; change -0.13)
Holder of PG4.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2374944 (value 226807152; 0.01% of shares outstanding; change 0.00)
Holder of PGAC: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 36000 (value 380519; 0.00% of shares outstanding; change 1.00)
Holder of PGAC: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 5037 (value 53241; 0.00% of shares outstanding; change 0.00)
Holder of PGAC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 425393 (value 4496403; 0.05% of shares outstanding; change 0.00)
Holder of PGAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 90000 (value 951299; 0.01% of shares outstanding; change 1.00)
Holder of PGAC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 12570 (value 132864; 0.00% of shares outstanding; change 0.00)
Holder of PGAC: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 36000 (value 385560; 0.00% of shares outstanding; change 0.00)
Holder of PGAC: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 5037 (value 53946; 0.00% of shares outstanding; change 0.00)
Holder of PGAC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 425393 (value 4555959; 0.05% of shares outstanding; change 0.00)
Holder of PGAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 90000 (value 963900; 0.01% of shares outstanding; change 0.00)
Holder of PGAC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 12570 (value 134624; 0.00% of shares outstanding; change 0.00)
Holder of PGC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 170172 (value 7359939; 0.01% of shares outstanding; change -0.04)
Holder of PGC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 492011 (value 21279475; 0.03% of shares outstanding; change 0.00)
Holder of PGC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 232356 (value 10569874; 0.01% of shares outstanding; change 0.00)
Holder of PGC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 109259 (value 4970192; 0.01% of shares outstanding; change -0.15)
Holder of PGC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 155876 (value 7090799; 0.01% of shares outstanding; change 0.02)
Holder of PGC: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 168364 (value 7781784; 0.01% of shares outstanding; change 0.91)
Holder of PGC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 177130 (value 8215289; 0.01% of shares outstanding; change 0.04)
Holder of PGC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 492011 (value 22819470; 0.03% of shares outstanding; change 0.00)
Holder of PGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 392811 (value 16989075; 0.02% of shares outstanding; change 0.00)
Holder of PGC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 324122 (value 14640590; 0.02% of shares outstanding; change 0.05)
Holder of PGC: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 246232 (value 11122298; 0.01% of shares outstanding; change 0.00)
Holder of PGC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 238715 (value 11071601; 0.01% of shares outstanding; change 0.03)
Holder of PGC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 109259 (value 5067432; 0.01% of shares outstanding; change 0.00)
Holder of PGC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 157343 (value 7297568; 0.01% of shares outstanding; change 0.01)
Holder of PGC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 136685 (value 6174061; 0.01% of shares outstanding; change 0.05)
Holder of PGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 377375 (value 17166789; 0.02% of shares outstanding; change -0.04)
Holder of PGC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 355785 (value 16184660; 0.02% of shares outstanding; change 0.10)
Holder of PGC: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 244664 (value 11308370; 0.01% of shares outstanding; change -0.01)
Holder of PGC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 127629 (value 5899012; 0.01% of shares outstanding; change -0.07)
Holder of PGC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 380979 (value 17669806; 0.02% of shares outstanding; change 0.01)
Holder of PGC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 383194 (value 17772538; 0.02% of shares outstanding; change 0.08)
Holder of PGC: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 242879 (value 11264728; 0.01% of shares outstanding; change -0.01)
Holder of PGC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 169496 (value 7861224; 0.01% of shares outstanding; change 0.33)
Holder of PGC: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-06-30: 154298 (value 7156341; 0.01% of shares outstanding; change -0.08)
Holder of PGE.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 1350000 (value 364500; 0.00% of shares outstanding; change 0.75)
Holder of PGEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1920611 (value 8335452; 0.01% of shares outstanding; change 0.23)
Holder of PGEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5002096 (value 21709097; 0.01% of shares outstanding; change 0.01)
Holder of PGEN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1762412 (value 9543460; 0.00% of shares outstanding; change 0.01)
Holder of PGEN: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1797353 (value 9732666; 0.01% of shares outstanding; change -0.24)
Holder of PGEN: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-03-31: 12900000 (value 68628002; 0.04% of shares outstanding; change -0.08)
Holder of PGEN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1978489 (value 10683840; 0.01% of shares outstanding; change 0.03)
Holder of PGEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5002096 (value 27011318; 0.01% of shares outstanding; change 0.00)
Holder of PGEN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 1104713 (value 4794454; 0.00% of shares outstanding; change -0.02)
Holder of PGEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4434356 (value 19245105; 0.01% of shares outstanding; change 0.02)
Holder of PGEN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1781330 (value 9619182; 0.01% of shares outstanding; change 0.01)
Holder of PGEN: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1295533 (value 6995878; 0.00% of shares outstanding; change -0.28)
Holder of PGEN: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-04-30: 1206971 (value 4320956; 0.00% of shares outstanding; change 1.00)
Holder of PGEN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 6710850 (value 32346298; 0.02% of shares outstanding; change 0.12)
Holder of PGEN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 1107528 (value 5997264; 0.00% of shares outstanding; change 0.00)
Holder of PGEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4260928 (value 23072924; 0.01% of shares outstanding; change -0.04)
Holder of PGEN: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1384851 (value 7498968; 0.00% of shares outstanding; change 0.00)
Holder of PGEN: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-05-31: 1278306 (value 6327614; 0.00% of shares outstanding; change 0.06)
Holder of PGEN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 6643619 (value 35344054; 0.02% of shares outstanding; change -0.01)
Holder of PGEN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1098184 (value 5930193; 0.00% of shares outstanding; change -0.01)
Holder of PGEN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4301420 (value 23227668; 0.01% of shares outstanding; change 0.01)
Holder of PGEN: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1370571 (value 7401083; 0.00% of shares outstanding; change -0.01)
Holder of PGEN: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-06-30: 12900000 (value 69660001; 0.04% of shares outstanding; change 0.00)
Holder of PGEN: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-06-30: 1330448 (value 7184419; 0.00% of shares outstanding; change 0.04)
Holder of PGEN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 7059316 (value 38120307; 0.02% of shares outstanding; change 0.06)
Holder of PGHN.SW: AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd.
Shares held as of 2025-10-31: 59062 (value 38768298; 0.00% of shares outstanding; change -0.17)
Holder of PGHN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 202926 (value 166967510; 0.01% of shares outstanding; change 0.02)
Holder of PGHN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 314803 (value 206636696; 0.01% of shares outstanding; change 0.01)
Holder of PGHN.SW: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 209428 (value 143374403; 0.01% of shares outstanding; change 0.00)
Holder of PGHN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 83480 (value 68687342; 0.00% of shares outstanding; change 0.01)
Holder of PGHN.SW: Income Fund of America
Shares held as of 2026-03-31: 240555 (value 157900307; 0.01% of shares outstanding; change 0.11)
Holder of PGHN.SW: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 129054 (value 88453614; 0.00% of shares outstanding; change -0.58)
Holder of PGHN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 208058 (value 140855266; 0.01% of shares outstanding; change 0.03)
Holder of PGHN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 84468 (value 55444797; 0.00% of shares outstanding; change 0.01)
Holder of PGHN.SW: Income Fund of America
Shares held as of 2026-04-30: 240555 (value 162855735; 0.01% of shares outstanding; change 0.00)
Holder of PGHN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 52249 (value 35372573; 0.00% of shares outstanding; change -0.03)
Holder of PGHN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 314350 (value 212814950; 0.01% of shares outstanding; change 0.00)
Holder of PGHN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 162257 (value 106505498; 0.01% of shares outstanding; change 0.01)
Holder of PGHN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 79124 (value 51936995; 0.00% of shares outstanding; change 0.01)
Holder of PGHN.SW: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-04-30: 57539 (value 37768601; 0.00% of shares outstanding; change 0.03)
Holder of PGHN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 85374 (value 57798198; 0.00% of shares outstanding; change 0.01)
Holder of PGHN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 163023 (value 110366571; 0.01% of shares outstanding; change 0.01)
Holder of PGHN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 79574 (value 53871598; 0.00% of shares outstanding; change 0.01)
Holder of PGHN.SW: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-05-31: 61341 (value 41527857; 0.00% of shares outstanding; change 0.07)
Holder of PGHN.SW: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 104956 (value 71055212; 0.00% of shares outstanding; change -0.50)
Holder of PGHN.SW: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 129054 (value 87369558; 0.00% of shares outstanding; change 0.00)
Holder of PGNY: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com
Shares held as of 2025-12-31: 1396420 (value 35692494; 0.02% of shares outstanding; change 0.13)
Holder of PGNY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 863580 (value 22073104; 0.01% of shares outstanding; change 0.00)
Holder of PGNY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 991820 (value 25350918; 0.01% of shares outstanding; change -0.04)
Holder of PGNY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1757675 (value 44926172; 0.02% of shares outstanding; change -0.04)
Holder of PGNY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2433198 (value 62192539; 0.03% of shares outstanding; change -0.01)
Holder of PGNY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 736328 (value 19439058; 0.01% of shares outstanding; change 0.01)
Holder of PGNY: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1631241 (value 43064761; 0.02% of shares outstanding; change 0.03)
Holder of PGNY: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 814081 (value 21491738; 0.01% of shares outstanding; change 0.03)
Holder of PGNY: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com
Shares held as of 2026-03-31: 1962275 (value 61203358; 0.03% of shares outstanding; change 0.41)
Holder of PGNY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 895424 (value 27928275; 0.01% of shares outstanding; change 0.04)
Holder of PGNY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 999952 (value 31188503; 0.01% of shares outstanding; change 0.01)
Holder of PGNY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1789488 (value 55814131; 0.02% of shares outstanding; change 0.02)
Holder of PGNY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2448165 (value 76358267; 0.03% of shares outstanding; change 0.01)
Holder of PGNY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1832281 (value 46833101; 0.02% of shares outstanding; change 0.00)
Holder of PGNY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 743480 (value 23189141; 0.01% of shares outstanding; change 0.01)
Holder of PGNY: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1676019 (value 52275033; 0.02% of shares outstanding; change 0.03)
Holder of PGNY: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 849341 (value 26490946; 0.01% of shares outstanding; change 0.04)
Holder of PGNY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4889972 (value 127530469; 0.06% of shares outstanding; change 0.02)
Holder of PGNY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1760549 (value 46478492; 0.02% of shares outstanding; change -0.04)
Holder of PGNY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4859571 (value 151570022; 0.06% of shares outstanding; change -0.01)
Holder of PGNY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1790504 (value 55845820; 0.02% of shares outstanding; change 0.02)
Holder of PGP: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 345951 (value 2950961; 0.03% of shares outstanding; change 0.00)
Holder of PGP: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 345951 (value 2885231; 0.03% of shares outstanding; change 0.00)
Holder of PGR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 14785665 (value 2815190525; 0.03% of shares outstanding; change 0.02)
Holder of PGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 18429081 (value 3508896909; 0.03% of shares outstanding; change 0.00)
Holder of PGR: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 7896352 (value 1688476962; 0.01% of shares outstanding; change -0.06)
Holder of PGR: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 4982276 (value 1068573675; 0.01% of shares outstanding; change 0.76)
Holder of PGR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7484942 (value 1425132911; 0.01% of shares outstanding; change 0.00)
Holder of PGR: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 5805772 (value 1241448237; 0.01% of shares outstanding; change 0.00)
Holder of PGR: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 6665263 (value 1537809487; 0.01% of shares outstanding; change 0.79)
Holder of PGR: Investment Co of America
Shares held as of 2026-03-31: 6665263 (value 1386041420; 0.01% of shares outstanding; change 0.79)
Holder of PGR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14893994 (value 3184782764; 0.03% of shares outstanding; change 0.01)
Holder of PGR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18610928 (value 3979574768; 0.03% of shares outstanding; change 0.01)
Holder of PGR: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5420982 (value 1159168590; 0.01% of shares outstanding; change 0.00)
Holder of PGR: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 5285450 (value 1219459030; 0.01% of shares outstanding; change 0.20)
Holder of PGR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7510776 (value 1610873728; 0.01% of shares outstanding; change 0.00)
Holder of PGR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7013518 (value 1430897972; 0.01% of shares outstanding; change 0.03)
Holder of PGR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7580954 (value 1625925155; 0.01% of shares outstanding; change 0.01)
Holder of PGR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7500332 (value 1603796005; 0.01% of shares outstanding; change 0.00)
Holder of PGR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7082059 (value 1633972661; 0.01% of shares outstanding; change 0.01)
Holder of PGR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7721858 (value 1651164910; 0.01% of shares outstanding; change 0.02)
Holder of PGR: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 5671527 (value 1212742628; 0.01% of shares outstanding; change 0.07)
Holder of PGR: Investment Co of America
Shares held as of 2026-06-30: 6665263 (value 1425233199; 0.01% of shares outstanding; change 0.00)