speb/financial-data huggingface dataset:
Holder of PGR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7062586 (value 1510192777; 0.01% of shares outstanding; change 0.00)
Holder of PGV.DE: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 7896352 (value 1487672668; 0.01% of shares outstanding; change -0.06)
Holder of PGV.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 5805772 (value 1093807409; 0.01% of shares outstanding; change 0.00)
Holder of PGV.DE: Investment Co of America
Shares held as of 2026-03-31: 6665263 (value 1217743529; 0.01% of shares outstanding; change 0.79)
Holder of PGV.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14893994 (value 2806028378; 0.03% of shares outstanding; change 0.01)
Holder of PGV.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18610928 (value 3506298721; 0.03% of shares outstanding; change 0.01)
Holder of PGV.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5420982 (value 1021312975; 0.01% of shares outstanding; change 0.00)
Holder of PGV.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7500332 (value 1413062503; 0.01% of shares outstanding; change 0.00)
Holder of PGV.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7721858 (value 1454798000; 0.01% of shares outstanding; change 0.02)
Holder of PGV.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 5671527 (value 1068515652; 0.01% of shares outstanding; change 0.07)
Holder of PGV.DE: Investment Co of America
Shares held as of 2026-06-30: 6665263 (value 1255735508; 0.01% of shares outstanding; change 0.00)
Holder of PGV.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7062586 (value 1330591159; 0.01% of shares outstanding; change 0.00)
Holder of PGY: ETF Managers Tr-BlueStar TA-BIGI Tech Israel Technology ETF
Shares held as of 2023-09-30: 355238 (value 5644731; 0.00% of shares outstanding; change 0.00)
Holder of PGY: ARK ETF Tr-ARK Israel Innovative Technology ETF
Shares held as of 2023-12-31: 1489697 (value 23671285; 0.00% of shares outstanding; change 0.03)
Holder of PGY: Fidelity NASDAQ Composite Index ETF
Shares held as of 2023-12-31: 212639 (value 3378833; 0.00% of shares outstanding; change 0.00)
Holder of PGY: Fidelity NASDAQ Composite Index Fund
Shares held as of 2023-12-31: 316374 (value 5027182; 0.00% of shares outstanding; change 0.00)
Holder of PGY: Fidelity SAI International Small Cap Index Fund
Shares held as of 2023-12-31: 68798 (value 1093200; 0.00% of shares outstanding; change 1.00)
Holder of PGY: Global X Fds-Global X FinTech ETF
Shares held as of 2023-12-31: 584066 (value 9280808; 0.00% of shares outstanding; change 0.00)
Holder of PGY: State Street Inst Inv Tr-State St All Cap Glb Equity ex-US Index Port
Shares held as of 2023-12-31: 40600 (value 645134; 0.00% of shares outstanding; change 1.00)
Holder of PGY: iShares Core MSCI EAFE ETF
Shares held as of 2023-12-31: 968985 (value 15397171; 0.00% of shares outstanding; change 0.23)
Holder of PGY: iShares MSCI EAFE Small Cap ETF
Shares held as of 2023-12-31: 931111 (value 14795354; 0.00% of shares outstanding; change 0.00)
Holder of PGY: iShares MSCI Israel ETF
Shares held as of 2023-12-31: 175195 (value 2783848; 0.00% of shares outstanding; change 1.00)
Holder of PGZ: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 129 (value 1277; 0.00% of shares outstanding; change -0.31)
Holder of PGZ: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 129 (value 1268; 0.00% of shares outstanding; change -0.31)
Holder of PGZ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 290 (value 2850; 0.00% of shares outstanding; change -0.16)
Holder of PGZ: INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund
Shares held as of 2026-03-31: 25758 (value 264019; 0.00% of shares outstanding; change -0.49)
Holder of PGZ: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 1363 (value 13970; 0.00% of shares outstanding; change 9.57)
Holder of PGZ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 3682 (value 37740; 0.00% of shares outstanding; change 11.70)
Holder of PGZ.V: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 6350000 (value 1111249; 0.02% of shares outstanding; change 0.00)
Holder of PH: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 781159 (value 659790329; 0.01% of shares outstanding; change 0.03)
Holder of PH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3182032 (value 2687639703; 0.03% of shares outstanding; change 0.01)
Holder of PH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3963266 (value 3347493380; 0.03% of shares outstanding; change -0.01)
Holder of PH: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 700467 (value 669352267; 0.01% of shares outstanding; change -0.18)
Holder of PH: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 1108424 (value 1094613012; 0.01% of shares outstanding; change -0.03)
Holder of PH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1611887 (value 1361448124; 0.01% of shares outstanding; change 0.00)
Holder of PH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3207096 (value 3167135513; 0.03% of shares outstanding; change 0.01)
Holder of PH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4006779 (value 3956854445; 0.03% of shares outstanding; change 0.01)
Holder of PH: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1167433 (value 1152886759; 0.01% of shares outstanding; change 0.01)
Holder of PH: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 711683 (value 702815414; 0.01% of shares outstanding; change -0.02)
Holder of PH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1617449 (value 1545601943; 0.01% of shares outstanding; change 0.00)
Holder of PH: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-04-30: 704540 (value 671616859; 0.01% of shares outstanding; change 0.00)
Holder of PH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1506394 (value 1329151722; 0.01% of shares outstanding; change 0.03)
Holder of PH: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 700467 (value 691739165; 0.01% of shares outstanding; change 0.00)
Holder of PH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1632589 (value 1560069424; 0.01% of shares outstanding; change 0.01)
Holder of PH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1615200 (value 1595074572; 0.01% of shares outstanding; change 0.00)
Holder of PH: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-05-31: 706930 (value 679550614; 0.01% of shares outstanding; change 0.00)
Holder of PH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1521067 (value 1462156104; 0.01% of shares outstanding; change 0.01)
Holder of PH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1663077 (value 1642355024; 0.01% of shares outstanding; change 0.02)
Holder of PH: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 740330 (value 731105471; 0.01% of shares outstanding; change 0.05)
Holder of PH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1523852 (value 1504864770; 0.01% of shares outstanding; change 0.00)
Holder of PHAR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2093 (value 26248; 0.00% of shares outstanding; change 0.00)
Holder of PHAR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2093 (value 28004; 0.00% of shares outstanding; change 0.00)
Holder of PHAR: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-04-30: 12463 (value 157220; 0.00% of shares outstanding; change 1.00)
Holder of PHAR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2093 (value 26403; 0.00% of shares outstanding; change 0.00)
Holder of PHAT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 491727 (value 4715662; 0.01% of shares outstanding; change -0.03)
Holder of PHAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1821569 (value 17468846; 0.02% of shares outstanding; change -0.08)
Holder of PHAT: AIM Intl Mutual Fd.s -Invesco Global Fd.
Shares held as of 2026-01-31: 2342451 (value 25251621; 0.03% of shares outstanding; change 0.19)
Holder of PHAT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 387828 (value 4180785; 0.00% of shares outstanding; change 0.01)
Holder of PHAT: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 967900 (value 9804827; 0.01% of shares outstanding; change 1.00)
Holder of PHAT: IVY FUNDS-Nomura Small Cap Growth Fund
Shares held as of 2026-03-31: 819324 (value 9373066; 0.01% of shares outstanding; change 1.00)
Holder of PHAT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 558872 (value 6393495; 0.01% of shares outstanding; change 0.14)
Holder of PHAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1961598 (value 22440680; 0.02% of shares outstanding; change 0.08)
Holder of PHAT: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 806558 (value 9227023; 0.01% of shares outstanding; change 0.08)
Holder of PHAT: WASATCH FUNDS TRUST-Wasatch Ultra Growth Fund
Shares held as of 2026-03-31: 494719 (value 5659585; 0.01% of shares outstanding; change -0.12)
Holder of PHAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1119747 (value 10738373; 0.01% of shares outstanding; change 0.14)
Holder of PHAT: AIM Intl Mutual Fd.s -Invesco Global Fd.
Shares held as of 2026-04-30: 2342451 (value 26797638; 0.03% of shares outstanding; change 0.00)
Holder of PHAT: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 967600 (value 10430727; 0.01% of shares outstanding; change 0.00)
Holder of PHAT: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 565898 (value 6473872; 0.01% of shares outstanding; change 1.00)
Holder of PHAT: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 487012 (value 5571417; 0.01% of shares outstanding; change 0.71)
Holder of PHAT: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-04-30: 430419 (value 4360144; 0.01% of shares outstanding; change 0.08)
Holder of PHAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1075936 (value 11598589; 0.01% of shares outstanding; change -0.04)
Holder of PHAT: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 966287 (value 11054322; 0.01% of shares outstanding; change 0.00)
Holder of PHAT: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-05-31: 431986 (value 4656808; 0.01% of shares outstanding; change 0.00)
Holder of PHAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1108356 (value 12679592; 0.01% of shares outstanding; change 0.03)
Holder of PHG: 2023 ETF Series Trust-Brandes International ETF
Shares held as of 2025-12-31: 260403 (value 6872035; 0.00% of shares outstanding; change 0.24)
Holder of PHG: Liberty All Star Equity Fund
Shares held as of 2025-12-31: 516026 (value 13617925; 0.00% of shares outstanding; change 0.00)
Holder of PHG: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1017635 (value 27084355; 0.00% of shares outstanding; change 0.00)
Holder of PHG: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 630121 (value 16770670; 0.00% of shares outstanding; change 0.00)
Holder of PHG: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 375010 (value 9980891; 0.00% of shares outstanding; change 0.05)
Holder of PHG: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 309627 (value 8240722; 0.00% of shares outstanding; change 0.03)
Holder of PHG: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 1005541 (value 26762473; 0.00% of shares outstanding; change 0.00)
Holder of PHG: RUSSELL INVESTMENT CO-Tax-Managed U.S. Large Cap Fund
Shares held as of 2026-01-31: 314931 (value 8433852; 0.00% of shares outstanding; change 0.00)
Holder of PHG: 2023 ETF Series Trust-Brandes International ETF
Shares held as of 2026-03-31: 280597 (value 7343223; 0.00% of shares outstanding; change 0.08)
Holder of PHG: FMI Funds Inc-Large Cap Fund
Shares held as of 2026-03-31: 1300000 (value 34021000; 0.00% of shares outstanding; change -0.21)
Holder of PHG: Liberty All Star Equity Fund
Shares held as of 2026-03-31: 437878 (value 11459267; 0.00% of shares outstanding; change -0.15)
Holder of PHG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 268558 (value 7012049; 0.00% of shares outstanding; change -0.02)
Holder of PHG: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1017635 (value 26631508; 0.00% of shares outstanding; change 0.00)
Holder of PHG: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 630121 (value 16490266; 0.00% of shares outstanding; change 0.00)
Holder of PHG: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 380676 (value 9962290; 0.00% of shares outstanding; change 0.02)
Holder of PHG: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 316890 (value 8293011; 0.00% of shares outstanding; change 0.02)
Holder of PHG: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 995485 (value 26051842; 0.00% of shares outstanding; change -0.01)
Holder of PHG: RUSSELL INVESTMENT CO-Tax-Managed U.S. Large Cap Fund
Shares held as of 2026-04-30: 314931 (value 8241744; 0.00% of shares outstanding; change 0.00)
Holder of PHG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 252373 (value 6801452; 0.00% of shares outstanding; change -0.06)
Holder of PHG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 266005 (value 6961350; 0.00% of shares outstanding; change 0.05)
Holder of PHGE: Bridgeway Funds Inc-Ultra Small Company Market Fund
Shares held as of 2023-12-31: 49500 (value 9355; 0.00% of shares outstanding; change 0.00)
Holder of PHI: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 117883 (value 2058237; 0.00% of shares outstanding; change 0.00)
Holder of PHI: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 11049 (value 192915; 0.00% of shares outstanding; change 0.00)
Holder of PHI: Steward Funds Inc-Steward Global Equity Income Fund
Shares held as of 2026-01-31: 252317 (value 4405454; 0.00% of shares outstanding; change -0.01)
Holder of PHI: Northern Lights Fd. TRT IV-National Security Emerging Markets Index ET
Shares held as of 2026-02-28: 5685 (value 111937; 0.00% of shares outstanding; change 0.09)
Holder of PHI: American Century ETF Trust-Avantis Emerging Markets Equity Fund
Shares held as of 2026-03-31: 8087 (value 159233; 0.00% of shares outstanding; change 0.00)
Holder of PHI: Gabelli Multimedia Trust Inc.
Shares held as of 2026-03-31: 22000 (value 384119; 0.00% of shares outstanding; change 0.00)
Holder of PHI: Gabelli Utilities Fund-The Gabelli Utilities Fund
Shares held as of 2026-03-31: 20000 (value 349199; 0.00% of shares outstanding; change 0.00)
Holder of PHI: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 267239 (value 4759526; 0.00% of shares outstanding; change 0.05)
Holder of PHI: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 112497 (value 2215065; 0.00% of shares outstanding; change -0.05)
Holder of PHI: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-04-30: 11049 (value 217554; 0.00% of shares outstanding; change 0.00)
Holder of PHI: RBB Fund, Inc.-Aquarius International Fund
Shares held as of 2026-04-30: 8574 (value 152702; 0.00% of shares outstanding; change 1.56)
Holder of PHI: SPDR INDEX SHARES FUNDS-State Street SPDR MSCI ACWI Ex-US ETF
Shares held as of 2026-04-30: 18197 (value 324088; 0.00% of shares outstanding; change 0.04)
Holder of PHI: Steward Funds Inc-Steward Global Equity Income Fund
Shares held as of 2026-04-30: 254365 (value 5008446; 0.00% of shares outstanding; change 0.01)
Holder of PHI: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 275513 (value 4810456; 0.00% of shares outstanding; change 0.03)
Holder of PHI: RBB Fund, Inc.-Aquarius International Fund
Shares held as of 2026-05-31: 8574 (value 168822; 0.00% of shares outstanding; change 0.00)
Holder of PHI: SPDR INDEX SHARES FUNDS-State Street SPDR MSCI ACWI Ex-US ETF
Shares held as of 2026-05-31: 18197 (value 358662; 0.00% of shares outstanding; change 0.00)
Holder of PHI: American Century ETF TRT-Avantis Emerging Markets ex-China Eqy. ETF
Shares held as of 2026-06-30: 5626 (value 110775; 0.00% of shares outstanding; change 0.02)
Holder of PHI: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 282873 (value 5569769; 0.00% of shares outstanding; change 0.03)
Holder of PHI: Gabelli Multimedia Trust Inc.
Shares held as of 2026-06-30: 22000 (value 433180; 0.00% of shares outstanding; change 0.00)
Holder of PHI: SPDR INDEX SHARES FUNDS-State Street SPDR MSCI ACWI Ex-US ETF
Shares held as of 2026-06-30: 18362 (value 361547; 0.00% of shares outstanding; change 0.01)
Holder of PHI1.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 8076264 (value 180746781; 0.01% of shares outstanding; change -0.01)
Holder of PHI1.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 54514587 (value 1220036411; 0.06% of shares outstanding; change -0.04)
Holder of PHI1.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 15529400 (value 347547958; 0.02% of shares outstanding; change 2.02)
Holder of PHI1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7253791 (value 162339836; 0.01% of shares outstanding; change 0.01)
Holder of PHI1.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 6002957 (value 134346172; 0.01% of shares outstanding; change -0.03)
Holder of PHI1.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 6610437 (value 147941574; 0.01% of shares outstanding; change 0.00)
Holder of PHI1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11241198 (value 251578001; 0.01% of shares outstanding; change -0.01)
Holder of PHI1.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 7287674 (value 169001163; 0.01% of shares outstanding; change -0.10)
Holder of PHI1.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 54872061 (value 1272483123; 0.06% of shares outstanding; change 0.01)
Holder of PHI1.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 7467665 (value 173175155; 0.01% of shares outstanding; change 0.00)
Holder of PHI1.DE: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 13352526 (value 309645085; 0.01% of shares outstanding; change 0.02)
Holder of PHI1.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 17435100 (value 404319978; 0.02% of shares outstanding; change 0.12)
Holder of PHI1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7423721 (value 172156093; 0.01% of shares outstanding; change 0.02)
Holder of PHI1.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 5796658 (value 134424502; 0.01% of shares outstanding; change 0.00)
Holder of PHI1.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 5692628 (value 132012046; 0.01% of shares outstanding; change -0.14)
Holder of PHI1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 11233575 (value 260506610; 0.01% of shares outstanding; change 0.00)
Holder of PHI1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5468814 (value 122392052; 0.01% of shares outstanding; change 0.01)
Holder of PHI1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5532214 (value 128292045; 0.01% of shares outstanding; change 0.01)
Holder of PHIA.AS: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 8076264 (value 183573477; 0.01% of shares outstanding; change -0.01)
Holder of PHIA.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7253791 (value 164878666; 0.01% of shares outstanding; change 0.01)
Holder of PHIA.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 6002957 (value 136447209; 0.01% of shares outstanding; change -0.03)
Holder of PHIA.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11241198 (value 264168153; 0.01% of shares outstanding; change -0.01)
Holder of PHIA.AS: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 7287674 (value 175341432; 0.01% of shares outstanding; change -0.10)
Holder of PHIA.AS: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 54872061 (value 1320221758; 0.06% of shares outstanding; change 0.01)
Holder of PHIA.AS: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 7467665 (value 179672015; 0.01% of shares outstanding; change 0.00)
Holder of PHIA.AS: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 13352526 (value 321261768; 0.01% of shares outstanding; change 0.02)
Holder of PHIA.AS: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 17435100 (value 419488496; 0.02% of shares outstanding; change 0.12)
Holder of PHIA.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 5806660 (value 136456510; 0.01% of shares outstanding; change -0.03)
Holder of PHIA.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 6610437 (value 155345269; 0.01% of shares outstanding; change 0.00)
Holder of PHIA.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7423721 (value 178614723; 0.01% of shares outstanding; change 0.02)
Holder of PHIA.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 5796658 (value 139467588; 0.01% of shares outstanding; change 0.00)
Holder of PHIA.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 5692628 (value 136964626; 0.01% of shares outstanding; change -0.14)
Holder of PHIA.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 11233575 (value 270279808; 0.01% of shares outstanding; change 0.00)
Holder of PHIA.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5468814 (value 128517129; 0.01% of shares outstanding; change 0.01)
Holder of PHIA.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5532214 (value 133105065; 0.01% of shares outstanding; change 0.01)
Holder of PHIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 414320 (value 32010364; 0.01% of shares outstanding; change 0.00)
Holder of PHIN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 827504 (value 63932960; 0.02% of shares outstanding; change -0.06)
Holder of PHIN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 534350 (value 41283882; 0.01% of shares outstanding; change -0.05)
Holder of PHIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1154921 (value 89229198; 0.03% of shares outstanding; change -0.02)
Holder of PHIN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 491254 (value 39683497; 0.01% of shares outstanding; change 0.00)
Holder of PHIN: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 559786 (value 45219512; 0.02% of shares outstanding; change 0.04)
Holder of PHIN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 422788 (value 34152814; 0.01% of shares outstanding; change 0.02)
Holder of PHIN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 831586 (value 65188026; 0.02% of shares outstanding; change 0.00)
Holder of PHIN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 528852 (value 41456707; 0.01% of shares outstanding; change -0.01)
Holder of PHIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1120761 (value 87856454; 0.03% of shares outstanding; change -0.03)
Holder of PHIN: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 450000 (value 35275499; 0.01% of shares outstanding; change 1.00)
Holder of PHIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 932629 (value 72054918; 0.03% of shares outstanding; change 0.01)
Holder of PHIN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1451458 (value 115361886; 0.04% of shares outstanding; change 0.03)
Holder of PHIN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 491254 (value 38509400; 0.01% of shares outstanding; change 0.00)
Holder of PHIN: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 574886 (value 45065313; 0.02% of shares outstanding; change 0.03)
Holder of PHIN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 555000 (value 43506449; 0.02% of shares outstanding; change 1.00)
Holder of PHIN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2311148 (value 186694532; 0.06% of shares outstanding; change 0.02)
Holder of PHIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 896082 (value 72385502; 0.02% of shares outstanding; change -0.04)
Holder of PHIN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1495180 (value 120780638; 0.04% of shares outstanding; change 0.03)
Holder of PHIN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2302158 (value 180466164; 0.06% of shares outstanding; change 0.00)
Holder of PHIN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 911346 (value 71440412; 0.02% of shares outstanding; change 0.02)
Holder of PHIN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1537346 (value 120512552; 0.04% of shares outstanding; change 0.03)
Holder of PHIO: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2025-12-31: 50000 (value 55500; 0.00% of shares outstanding; change 0.00)
Holder of PHIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 49459 (value 54899; 0.00% of shares outstanding; change 0.00)
Holder of PHIO: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 4 (value 4; 0.00% of shares outstanding; change 0.00)
Holder of PHIO: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2026-03-31: 50000 (value 51999; 0.00% of shares outstanding; change 0.00)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 94612 (value 100288; 0.01% of shares outstanding; change 0.63)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 14664 (value 15543; 0.00% of shares outstanding; change 0.76)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 13285 (value 14082; 0.00% of shares outstanding; change 0.00)
Holder of PHIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 79853 (value 83047; 0.01% of shares outstanding; change 0.61)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 94268 (value 98877; 0.01% of shares outstanding; change 0.00)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 14664 (value 15381; 0.00% of shares outstanding; change 0.00)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 13285 (value 13934; 0.00% of shares outstanding; change 0.00)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 80599 (value 83822; 0.01% of shares outstanding; change -0.15)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 14664 (value 15250; 0.00% of shares outstanding; change 0.00)
Holder of PHIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 13285 (value 13816; 0.00% of shares outstanding; change 0.00)
Holder of PHK: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 78858 (value 364323; 0.00% of shares outstanding; change 1.00)
Holder of PHK: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 413043 (value 1883476; 0.00% of shares outstanding; change 0.07)
Holder of PHK: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 509842 (value 2324879; 0.00% of shares outstanding; change -0.78)
Holder of PHK: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 16611 (value 75746; 0.00% of shares outstanding; change 0.00)
Holder of PHK: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 10417 (value 47501; 0.00% of shares outstanding; change 0.00)
Holder of PHK: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 8234 (value 37547; 0.00% of shares outstanding; change 0.00)
Holder of PHK: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 4260 (value 19319; 0.00% of shares outstanding; change 0.00)
Holder of PHK: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 33906 (value 153763; 0.00% of shares outstanding; change 0.00)
Holder of PHK: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 451134 (value 2084239; 0.00% of shares outstanding; change 0.09)
Holder of PHK: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 504811 (value 2332226; 0.00% of shares outstanding; change -0.10)
Holder of PHK: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 62448 (value 288509; 0.00% of shares outstanding; change 1.00)
Holder of PHK: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 16611 (value 76742; 0.00% of shares outstanding; change 0.00)
Holder of PHK: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 10417 (value 48126; 0.00% of shares outstanding; change 0.00)
Holder of PHK: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 8234 (value 38041; 0.00% of shares outstanding; change 0.00)
Holder of PHK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1296359 (value 5885469; 0.01% of shares outstanding; change 0.09)
Holder of PHK: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 6377 (value 29461; 0.00% of shares outstanding; change 0.50)
Holder of PHK: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 46672 (value 215624; 0.00% of shares outstanding; change 0.38)
Holder of PHK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1259495 (value 5932221; 0.01% of shares outstanding; change -0.03)
Holder of PHK: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1256723 (value 5806060; 0.01% of shares outstanding; change 0.00)
Holder of PHM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4913223 (value 580644695; 0.03% of shares outstanding; change 0.01)
Holder of PHM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6126931 (value 724080707; 0.03% of shares outstanding; change -0.01)
Holder of PHM: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 6766632 (value 854219609; 0.04% of shares outstanding; change 0.00)
Holder of PHM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2453808 (value 289991030; 0.01% of shares outstanding; change -0.01)
Holder of PHM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4881457 (value 628487588; 0.03% of shares outstanding; change -0.01)
Holder of PHM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4153582 (value 534773682; 0.02% of shares outstanding; change -0.02)
Holder of PHM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6108304 (value 786444140; 0.03% of shares outstanding; change 0.00)
Holder of PHM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1779225 (value 229075218; 0.01% of shares outstanding; change -0.01)
Holder of PHM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2462276 (value 310837716; 0.01% of shares outstanding; change 0.00)
Holder of PHM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 3195195 (value 378311092; 0.02% of shares outstanding; change 0.01)
Holder of PHM: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 7145416 (value 919972310; 0.04% of shares outstanding; change 0.06)
Holder of PHM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2285021 (value 270546489; 0.01% of shares outstanding; change 0.03)
Holder of PHM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2485266 (value 313739974; 0.01% of shares outstanding; change 0.01)
Holder of PHM: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-04-30: 2053899 (value 259284205; 0.01% of shares outstanding; change 0.00)
Holder of PHM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2458843 (value 316576036; 0.01% of shares outstanding; change 0.00)
Holder of PHM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 3231576 (value 407437107; 0.02% of shares outstanding; change 0.01)
Holder of PHM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2307533 (value 287864741; 0.01% of shares outstanding; change 0.01)
Holder of PHM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2531410 (value 325919037; 0.01% of shares outstanding; change 0.02)
Holder of PHM: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-05-31: 1983550 (value 250085987; 0.01% of shares outstanding; change 1.00)
Holder of PHM: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 2370060 (value 305145225; 0.01% of shares outstanding; change -0.27)
Holder of PHM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2302015 (value 296384431; 0.01% of shares outstanding; change 0.00)
Holder of PHM: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-06-30: 1961016 (value 252480810; 0.01% of shares outstanding; change -0.01)
Holder of PHM.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 114914 (value 11048981; 0.01% of shares outstanding; change 0.02)
Holder of PHM.MC: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 60597 (value 4184223; 0.00% of shares outstanding; change 0.00)
Holder of PHM.MC: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 24697 (value 1705327; 0.00% of shares outstanding; change -0.02)
Holder of PHM.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 30218 (value 2086552; 0.00% of shares outstanding; change -0.01)
Holder of PHM.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 44959 (value 3104419; 0.00% of shares outstanding; change 0.03)
Holder of PHM.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 177530 (value 12258447; 0.01% of shares outstanding; change 0.00)
Holder of PHM.MC: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 25663 (value 2022244; 0.00% of shares outstanding; change -0.05)
Holder of PHM.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 116890 (value 9210932; 0.01% of shares outstanding; change 0.02)
Holder of PHM.MC: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 60597 (value 4775043; 0.00% of shares outstanding; change 0.00)
Holder of PHM.MC: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 80044 (value 6307467; 0.00% of shares outstanding; change 1.00)
Holder of PHM.MC: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 56313 (value 3913753; 0.00% of shares outstanding; change 0.00)
Holder of PHM.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 29581 (value 2330982; 0.00% of shares outstanding; change -0.02)
Holder of PHM.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 46103 (value 3632916; 0.00% of shares outstanding; change 0.03)
Holder of PHM.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 177530 (value 13989364; 0.01% of shares outstanding; change 0.00)
Holder of PHM.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 104566 (value 7220282; 0.01% of shares outstanding; change 0.01)
Holder of PHM.MC: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 50058 (value 3456505; 0.00% of shares outstanding; change 0.02)
Holder of PHM.MC: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 56257 (value 4433051; 0.00% of shares outstanding; change 0.00)
Holder of PHM.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 105396 (value 8305205; 0.01% of shares outstanding; change 0.01)
Holder of PHM.MC: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 53694 (value 4231087; 0.00% of shares outstanding; change 0.07)
Holder of PHM7.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 51460942 (value 3301734227; 0.03% of shares outstanding; change 0.21)
Holder of PHM7.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 11092913 (value 653816276; 0.01% of shares outstanding; change 6.49)
Holder of PHM7.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 21437922 (value 1263551093; 0.01% of shares outstanding; change 0.00)
Holder of PHM7.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 42659213 (value 2737015262; 0.03% of shares outstanding; change 0.01)
Holder of PHM7.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 53091357 (value 3406341659; 0.03% of shares outstanding; change 0.01)
Holder of PHM7.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 15463422 (value 992133212; 0.01% of shares outstanding; change 0.00)
Holder of PHM7.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 9464964 (value 617115623; 0.01% of shares outstanding; change -0.02)
Holder of PHM7.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 10171559 (value 599511673; 0.01% of shares outstanding; change 0.00)
Holder of PHM7.DE: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-04-30: 9833029 (value 579558715; 0.01% of shares outstanding; change -0.09)
Holder of PHM7.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 20090229 (value 1184118069; 0.01% of shares outstanding; change 0.03)
Holder of PHM7.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 21712934 (value 1279760300; 0.01% of shares outstanding; change 0.01)
Holder of PHM7.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 21481983 (value 1378284107; 0.01% of shares outstanding; change 0.00)
Holder of PHM7.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 22116694 (value 1419007168; 0.01% of shares outstanding; change 0.02)
Holder of PHM7.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 20092913 (value 1289161371; 0.01% of shares outstanding; change 0.81)
Holder of PHM7.DE: Capital Income Builder
Shares held as of 2026-06-30: 10280570 (value 659601408; 0.01% of shares outstanding; change 0.14)
Holder of PHM7.DE: Investment Co of America
Shares held as of 2026-06-30: 18852742 (value 1209591995; 0.01% of shares outstanding; change 1.55)
Holder of PHM7.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 20182778 (value 1294927110; 0.01% of shares outstanding; change 0.00)
Holder of PHM7.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 10171559 (value 663185615; 0.01% of shares outstanding; change 0.00)
Holder of PHOE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12645 (value 194732; 0.00% of shares outstanding; change 0.00)
Holder of PHOE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 12645 (value 211803; 0.00% of shares outstanding; change 0.00)
Holder of PHOE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12645 (value 252900; 0.00% of shares outstanding; change 0.00)
Holder of PHR: ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
Shares held as of 2025-12-31: 750000 (value 7394999; 0.01% of shares outstanding; change -0.12)
Holder of PHR: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1042491 (value 9945364; 0.02% of shares outstanding; change 0.13)
Holder of PHR: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2025-12-31: 631324 (value 6224854; 0.01% of shares outstanding; change 1.62)
Holder of PHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 615881 (value 6072586; 0.01% of shares outstanding; change 0.02)
Holder of PHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 646776 (value 6377211; 0.01% of shares outstanding; change -0.04)
Holder of PHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1774842 (value 17499941; 0.03% of shares outstanding; change 0.01)
Holder of PHR: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 1378482 (value 12613109; 0.02% of shares outstanding; change 0.08)
Holder of PHR: Vanguard Explorer Fund
Shares held as of 2026-01-31: 697960 (value 6386333; 0.01% of shares outstanding; change 0.37)
Holder of PHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 559010 (value 5114941; 0.01% of shares outstanding; change 0.01)
Holder of PHR: ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
Shares held as of 2026-03-31: 454000 (value 4639880; 0.01% of shares outstanding; change -0.39)
Holder of PHR: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 740537 (value 6775913; 0.01% of shares outstanding; change -0.05)
Holder of PHR: IVY FUNDS-Nomura Small Cap Growth Fund
Shares held as of 2026-03-31: 534581 (value 5463417; 0.01% of shares outstanding; change -0.01)
Holder of PHR: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 641083 (value 6551868; 0.01% of shares outstanding; change 1.19)
Holder of PHR: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 605866 (value 6191950; 0.01% of shares outstanding; change 0.97)
Holder of PHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 642958 (value 6571030; 0.01% of shares outstanding; change 0.04)
Holder of PHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1774842 (value 18138885; 0.03% of shares outstanding; change 0.00)
Holder of PHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1420523 (value 14006356; 0.02% of shares outstanding; change 0.02)
Holder of PHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 573095 (value 5857031; 0.01% of shares outstanding; change 0.03)
Holder of PHR: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1028082 (value 10506998; 0.02% of shares outstanding; change 0.47)
Holder of PHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1364908 (value 12488907; 0.02% of shares outstanding; change -0.04)
Holder of PHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1377893 (value 14082066; 0.02% of shares outstanding; change 0.01)
Holder of PHR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 467288 (value 4775683; 0.01% of shares outstanding; change -0.01)
Holder of PHUN: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 22072 (value 43481; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 226938 (value 462953; 0.01% of shares outstanding; change 0.00)
Holder of PHUN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 656562 (value 1339386; 0.03% of shares outstanding; change 0.00)
Holder of PHUN: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 22072 (value 47454; 0.00% of shares outstanding; change 0.00)
Holder of PHUN: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 77796 (value 167261; 0.00% of shares outstanding; change 0.56)