speb/financial-data huggingface dataset:
Holder of HOV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 113788 (value 14994982; 0.02% of shares outstanding; change -0.04)
Holder of HOV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 41018 (value 5405351; 0.01% of shares outstanding; change -0.01)
Holder of HOV: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-04-30: 45007 (value 5931022; 0.01% of shares outstanding; change 0.00)
Holder of HOV: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 126040 (value 16609551; 0.02% of shares outstanding; change 0.10)
Holder of HOV: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-05-31: 99174 (value 12624850; 0.02% of shares outstanding; change 0.08)
Holder of HOV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 114848 (value 15376998; 0.02% of shares outstanding; change 0.01)
Holder of HOV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 41370 (value 5539029; 0.01% of shares outstanding; change 0.01)
Holder of HOV: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-05-31: 47968 (value 6317385; 0.01% of shares outstanding; change 0.07)
Holder of HOV: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 135356 (value 18122814; 0.03% of shares outstanding; change 0.07)
Holder of HOV: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-06-30: 91491 (value 12249729; 0.02% of shares outstanding; change -0.08)
Holder of HOV: iShares Trust-iShares U.S. Home Construction ETF
Shares held as of 2026-06-30: 48475 (value 6490317; 0.01% of shares outstanding; change 0.01)
Holder of HOVR: Gabelli ETFs Trust-Gabelli Commercial Aerospace and Defense Fund
Shares held as of 2025-12-31: 14633 (value 42801; 0.00% of shares outstanding; change -0.27)
Holder of HOVR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12029 (value 27185; 0.00% of shares outstanding; change 0.00)
Holder of HOVR: Gabelli ETFs Trust-Gabelli Commercial Aerospace and Defense Fund
Shares held as of 2026-03-31: 25306 (value 45044; 0.00% of shares outstanding; change 0.73)
Holder of HOVR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 22438 (value 48017; 0.00% of shares outstanding; change 0.87)
Holder of HOVR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 22438 (value 39939; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 344231 (value 154903; 0.01% of shares outstanding; change 0.00)
Holder of HOWL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 873745 (value 393185; 0.02% of shares outstanding; change 0.00)
Holder of HOWL: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 153 (value 56; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 500 (value 213; 0.00% of shares outstanding; change -0.76)
Holder of HOWL: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 75000 (value 32024; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 218266 (value 85625; 0.00% of shares outstanding; change 0.31)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12833 (value 5034; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 42628 (value 16722; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 54577 (value 21410; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 344231 (value 146986; 0.01% of shares outstanding; change 0.00)
Holder of HOWL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 873745 (value 373089; 0.02% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 217472 (value 76397; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 23347 (value 8201; 0.00% of shares outstanding; change 0.82)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 42628 (value 14975; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 54577 (value 19172; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 214645 (value 91653; 0.00% of shares outstanding; change -0.01)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 23347 (value 9969; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 42628 (value 18202; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 54577 (value 23304; 0.00% of shares outstanding; change 0.00)
Holder of HOWL: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 153 (value 65; 0.00% of shares outstanding; change 0.00)
Holder of HP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1073397 (value 40950097; 0.01% of shares outstanding; change 0.01)
Holder of HP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2008235 (value 76614168; 0.02% of shares outstanding; change -0.05)
Holder of HP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2839624 (value 108331659; 0.03% of shares outstanding; change 0.00)
Holder of HP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1212665 (value 42988975; 0.01% of shares outstanding; change 0.06)
Holder of HP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 947244 (value 33579800; 0.01% of shares outstanding; change 0.01)
Holder of HP: AIM Growth Series -Invesco Main Street Small Cap Fd.
Shares held as of 2026-03-31: 1084821 (value 38337574; 0.01% of shares outstanding; change -0.17)
Holder of HP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1114594 (value 39389752; 0.01% of shares outstanding; change 0.04)
Holder of HP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2072356 (value 73237061; 0.02% of shares outstanding; change 0.03)
Holder of HP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2875127 (value 101606988; 0.03% of shares outstanding; change 0.01)
Holder of HP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2416302 (value 92181924; 0.02% of shares outstanding; change 0.03)
Holder of HP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3116333 (value 116737831; 0.03% of shares outstanding; change -0.01)
Holder of HP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1297970 (value 45870259; 0.01% of shares outstanding; change 0.07)
Holder of HP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 978825 (value 34591675; 0.01% of shares outstanding; change 0.03)
Holder of HP: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 1705288 (value 63880086; 0.02% of shares outstanding; change -0.01)
Holder of HP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6104841 (value 216416618; 0.06% of shares outstanding; change 0.02)
Holder of HP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2321870 (value 82310293; 0.02% of shares outstanding; change -0.04)
Holder of HP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3141759 (value 111375358; 0.03% of shares outstanding; change 0.01)
Holder of HP: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 1661475 (value 55376964; 0.02% of shares outstanding; change -0.03)
Holder of HP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6056545 (value 214038301; 0.06% of shares outstanding; change -0.01)
Holder of HP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2357337 (value 83308289; 0.02% of shares outstanding; change 0.02)
Holder of HP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3235823 (value 114353985; 0.03% of shares outstanding; change 0.03)
Holder of HP: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 1525759 (value 53920323; 0.02% of shares outstanding; change -0.08)
Holder of HPAI: SPDR SERIES TRT-State Street SPDR SSGA US Small Cap Low Volatility Ind
Shares held as of 2026-02-28: 58818 (value 55600; 0.00% of shares outstanding; change 0.00)
Holder of HPAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 10314 (value 6786; 0.00% of shares outstanding; change 1.00)
Holder of HPAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 10314 (value 4457; 0.00% of shares outstanding; change 0.00)
Holder of HPE: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2025-12-31: 24439261 (value 1051865815; 0.02% of shares outstanding; change 0.17)
Holder of HPE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 33276817 (value 1432234234; 0.03% of shares outstanding; change 0.03)
Holder of HPE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 41542781 (value 1788001332; 0.03% of shares outstanding; change 0.01)
Holder of HPE: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 12708600 (value 606073116; 0.01% of shares outstanding; change 0.04)
Holder of HPE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 12614985 (value 601608617; 0.01% of shares outstanding; change 0.03)
Holder of HPE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 15232003 (value 726414202; 0.01% of shares outstanding; change 0.11)
Holder of HPE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 16969898 (value 730384425; 0.01% of shares outstanding; change 0.01)
Holder of HPE: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2026-03-31: 23133448 (value 1103234103; 0.02% of shares outstanding; change -0.05)
Holder of HPE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 33769191 (value 1610452672; 0.03% of shares outstanding; change 0.01)
Holder of HPE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 28697289 (value 1368573673; 0.02% of shares outstanding; change 0.00)
Holder of HPE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 42204918 (value 2012752481; 0.03% of shares outstanding; change 0.02)
Holder of HPE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 17028521 (value 824180442; 0.01% of shares outstanding; change 0.00)
Holder of HPE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 15818549 (value 761979476; 0.01% of shares outstanding; change 0.03)
Holder of HPE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 17187603 (value 831880011; 0.01% of shares outstanding; change 0.01)
Holder of HPE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 17004778 (value 810957839; 0.01% of shares outstanding; change 0.00)
Holder of HPE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 15973723 (value 775364529; 0.01% of shares outstanding; change 0.01)
Holder of HPE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 17507315 (value 834923828; 0.01% of shares outstanding; change 0.02)
Holder of HPE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 16031266 (value 764531053; 0.01% of shares outstanding; change 0.00)
Holder of HPF: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 136687 (value 2211595; 0.01% of shares outstanding; change -0.04)
Holder of HPF: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 172487 (value 2718395; 0.01% of shares outstanding; change 0.26)
Holder of HPF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 154151 (value 2427878; 0.01% of shares outstanding; change 0.05)
Holder of HPF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 149747 (value 2382474; 0.01% of shares outstanding; change -0.03)
Holder of HPF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 149414 (value 2354764; 0.01% of shares outstanding; change 0.00)
Holder of HPI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 140564 (value 2282056; 0.01% of shares outstanding; change -0.03)
Holder of HPI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 177458 (value 2834004; 0.01% of shares outstanding; change 0.26)
Holder of HPI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 188732 (value 3017824; 0.01% of shares outstanding; change 0.06)
Holder of HPI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 183385 (value 2954332; 0.01% of shares outstanding; change -0.03)
Holder of HPI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 182980 (value 2922190; 0.01% of shares outstanding; change 0.00)
Holder of HPK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 183833 (value 1389777; 0.00% of shares outstanding; change 0.00)
Holder of HPK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 260219 (value 1847554; 0.00% of shares outstanding; change -0.05)
Holder of HPK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 285375 (value 2026162; 0.00% of shares outstanding; change -0.52)
Holder of HPK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 183948 (value 1306030; 0.00% of shares outstanding; change -0.04)
Holder of HPK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 778371 (value 5526434; 0.01% of shares outstanding; change 0.00)
Holder of HPK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 220938 (value 1659244; 0.00% of shares outstanding; change 0.01)
Holder of HPK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 116587 (value 891890; 0.00% of shares outstanding; change 0.01)
Holder of HPK: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 454026 (value 3473298; 0.00% of shares outstanding; change 0.05)
Holder of HPK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 183833 (value 1406322; 0.00% of shares outstanding; change 0.00)
Holder of HPK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 134694 (value 1018286; 0.00% of shares outstanding; change 0.22)
Holder of HPK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 260219 (value 1990675; 0.00% of shares outstanding; change 0.00)
Holder of HPK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 778371 (value 5954538; 0.01% of shares outstanding; change 0.00)
Holder of HPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 572969 (value 4068079; 0.00% of shares outstanding; change 0.02)
Holder of HPK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 186845 (value 1326599; 0.00% of shares outstanding; change 0.00)
Holder of HPK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 836779 (value 6326049; 0.01% of shares outstanding; change -0.01)
Holder of HPK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 134204 (value 1007872; 0.00% of shares outstanding; change 0.00)
Holder of HPK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 221828 (value 1696984; 0.00% of shares outstanding; change 0.00)
Holder of HPK: WisdomTree Trust-WisdomTree U.S. SmallCap Fund
Shares held as of 2026-04-30: 120443 (value 887062; 0.00% of shares outstanding; change 0.00)
Holder of HPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 550496 (value 4134225; 0.00% of shares outstanding; change -0.04)
Holder of HPK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 184715 (value 1387209; 0.00% of shares outstanding; change -0.01)
Holder of HPK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 806081 (value 6053668; 0.01% of shares outstanding; change -0.04)
Holder of HPK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 130890 (value 1001308; 0.00% of shares outstanding; change -0.02)
Holder of HPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 555743 (value 4251434; 0.00% of shares outstanding; change 0.01)
Holder of HPK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 208739 (value 1596853; 0.00% of shares outstanding; change 0.13)
Holder of HPK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 816105 (value 6243203; 0.01% of shares outstanding; change 0.01)
Holder of HPP: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 1101289 (value 13193441; 0.02% of shares outstanding; change 0.00)
Holder of HPP: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 1136891 (value 13619953; 0.02% of shares outstanding; change 0.00)
Holder of HPP: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 1097517 (value 13148253; 0.02% of shares outstanding; change 0.00)
Holder of HPP: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 812132 (value 11158693; 0.02% of shares outstanding; change -0.05)
Holder of HPP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1710339 (value 20489860; 0.03% of shares outstanding; change -0.03)
Holder of HPP: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 1202250 (value 17480714; 0.02% of shares outstanding; change 0.08)
Holder of HPP: Ultimus Managers Trust-Westwood Real Estate Income Fund
Shares held as of 2026-01-31: 750000 (value 10904999; 0.01% of shares outstanding; change 1.00)
Holder of HPP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2016384 (value 29318223; 0.04% of shares outstanding; change 0.00)
Holder of HPP: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 640184 (value 9846029; 0.01% of shares outstanding; change 0.12)
Holder of HPP: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1007824 (value 15500333; 0.02% of shares outstanding; change 0.92)
Holder of HPP: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 1101289 (value 16937824; 0.02% of shares outstanding; change 0.00)
Holder of HPP: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 1136891 (value 17485383; 0.02% of shares outstanding; change 0.00)
Holder of HPP: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 1097517 (value 16879811; 0.02% of shares outstanding; change 0.00)
Holder of HPP: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1548622 (value 23817806; 0.03% of shares outstanding; change 0.91)
Holder of HPP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1710339 (value 26305014; 0.03% of shares outstanding; change 0.00)
Holder of HPP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1334300 (value 15984913; 0.02% of shares outstanding; change 0.02)
Holder of HPP: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 1058102 (value 16273608; 0.02% of shares outstanding; change -0.12)
Holder of HPP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 2010196 (value 30916814; 0.04% of shares outstanding; change 0.00)
Holder of HPP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1282090 (value 18641588; 0.02% of shares outstanding; change -0.04)
Holder of HPP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1294280 (value 19906026; 0.02% of shares outstanding; change 0.01)
Holder of HPQ: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 26237456 (value 709460834; 0.03% of shares outstanding; change 0.00)
Holder of HPQ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 23566010 (value 637224931; 0.03% of shares outstanding; change 0.02)
Holder of HPQ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 29371996 (value 794218798; 0.03% of shares outstanding; change -0.01)
Holder of HPQ: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 9734696 (value 250668422; 0.01% of shares outstanding; change 0.03)
Holder of HPQ: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 31200956 (value 803424617; 0.03% of shares outstanding; change 0.19)
Holder of HPQ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 11723373 (value 317000016; 0.01% of shares outstanding; change -0.01)
Holder of HPQ: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 13705725 (value 352922418; 0.02% of shares outstanding; change 0.25)
Holder of HPQ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 23324981 (value 600618260; 0.03% of shares outstanding; change -0.01)
Holder of HPQ: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 19750968 (value 508587426; 0.02% of shares outstanding; change -0.03)
Holder of HPQ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 29039237 (value 747760352; 0.03% of shares outstanding; change -0.01)
Holder of HPQ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 11763928 (value 276922875; 0.01% of shares outstanding; change 0.00)
Holder of HPQ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 10898423 (value 275076194; 0.01% of shares outstanding; change 0.03)
Holder of HPQ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 11873762 (value 279508368; 0.01% of shares outstanding; change 0.01)
Holder of HPQ: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 17650031 (value 415481745; 0.02% of shares outstanding; change 0.00)
Holder of HPQ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 11747473 (value 302497429; 0.01% of shares outstanding; change 0.00)
Holder of HPQ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 11005757 (value 266559426; 0.01% of shares outstanding; change 0.01)
Holder of HPQ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 12094594 (value 311435795; 0.01% of shares outstanding; change 0.02)
Holder of HPQ: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 17558389 (value 452128516; 0.02% of shares outstanding; change -0.01)
Holder of HPQ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 11060224 (value 284800768; 0.01% of shares outstanding; change 0.00)
Holder of HPS: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 29447 (value 431693; 0.00% of shares outstanding; change -0.15)
Holder of HPS: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 61234 (value 871359; 0.00% of shares outstanding; change 1.08)
Holder of HPS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 223121 (value 3199555; 0.01% of shares outstanding; change 0.02)
Holder of HPS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 216831 (value 3109356; 0.01% of shares outstanding; change -0.03)
Holder of HPS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 216354 (value 3078717; 0.01% of shares outstanding; change 0.00)
Holder of HQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4380 (value 46033; 0.00% of shares outstanding; change 1.00)
Holder of HQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7683 (value 294950; 0.00% of shares outstanding; change 0.75)
Holder of HQ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7683 (value 89891; 0.00% of shares outstanding; change 0.00)
Holder of HQ1.DE: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 476018 (value 39033476; 0.01% of shares outstanding; change 0.03)
Holder of HQ1.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 437253 (value 35854746; 0.01% of shares outstanding; change 0.03)
Holder of HQ1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1374750 (value 112729500; 0.02% of shares outstanding; change 0.00)
Holder of HQ1.DE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 685718 (value 56228876; 0.01% of shares outstanding; change 0.24)
Holder of HQ1.DE: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 737386 (value 60465652; 0.01% of shares outstanding; change 0.00)
Holder of HQ1.DE: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1221046 (value 100125772; 0.02% of shares outstanding; change 0.01)
Holder of HQ1.DE: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 562683 (value 46140006; 0.01% of shares outstanding; change 0.00)
Holder of HQ1.DE: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 833100 (value 68314200; 0.01% of shares outstanding; change 0.00)
Holder of HQ1.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1108661 (value 90910202; 0.02% of shares outstanding; change 0.22)
Holder of HQ1.DE: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1549262 (value 127039484; 0.03% of shares outstanding; change 0.84)
Holder of HQH: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 89573 (value 1790564; 0.00% of shares outstanding; change 0.00)
Holder of HQH: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 67 (value 1281; 0.00% of shares outstanding; change -0.43)
Holder of HQH: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 67 (value 1339; 0.00% of shares outstanding; change -0.43)
Holder of HQH: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 150 (value 2998; 0.00% of shares outstanding; change -0.31)
Holder of HQH: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 1145456 (value 24627304; 0.02% of shares outstanding; change -0.13)
Holder of HQH: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 89573 (value 1925819; 0.00% of shares outstanding; change 0.00)
Holder of HQH: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 21617 (value 464765; 0.00% of shares outstanding; change 1.00)
Holder of HQH: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 46 (value 989; 0.00% of shares outstanding; change -0.31)
Holder of HQH: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 125 (value 2687; 0.00% of shares outstanding; change -0.17)
Holder of HQH: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 28763 (value 549948; 0.00% of shares outstanding; change 0.00)
Holder of HQH: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 38411 (value 829293; 0.00% of shares outstanding; change 0.34)
Holder of HQH: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 37830 (value 813345; 0.00% of shares outstanding; change -0.02)
Holder of HQI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 54921 (value 722211; 0.00% of shares outstanding; change 0.00)
Holder of HQI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 165094 (value 2170986; 0.01% of shares outstanding; change 0.00)
Holder of HQI: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 13645 (value 171927; 0.00% of shares outstanding; change -0.06)
Holder of HQI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 55962 (value 705121; 0.00% of shares outstanding; change 0.00)
Holder of HQI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 27277 (value 351873; 0.00% of shares outstanding; change 0.01)
Holder of HQI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 30456 (value 398364; 0.00% of shares outstanding; change 0.01)
Holder of HQI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 10496 (value 137287; 0.00% of shares outstanding; change 0.00)
Holder of HQI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 58500 (value 754649; 0.00% of shares outstanding; change 0.07)
Holder of HQI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 165094 (value 2129712; 0.01% of shares outstanding; change 0.00)
Holder of HQI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 13500 (value 176579; 0.00% of shares outstanding; change -0.09)
Holder of HQI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 106182 (value 1396293; 0.01% of shares outstanding; change 0.01)
Holder of HQI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 42047 (value 552918; 0.00% of shares outstanding; change 0.00)
Holder of HQI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 30345 (value 382347; 0.00% of shares outstanding; change 0.00)
Holder of HQI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 10496 (value 132249; 0.00% of shares outstanding; change 0.00)
Holder of HQI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 55811 (value 719961; 0.00% of shares outstanding; change 0.00)
Holder of HQI: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 10462 (value 134959; 0.00% of shares outstanding; change -0.23)
Holder of HQI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 14793 (value 186391; 0.00% of shares outstanding; change 0.10)
Holder of HQI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 102096 (value 1286409; 0.01% of shares outstanding; change -0.04)
Holder of HQI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 41567 (value 523744; 0.00% of shares outstanding; change -0.01)
Holder of HQI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 30345 (value 391450; 0.00% of shares outstanding; change 0.00)
Holder of HQI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 10496 (value 135398; 0.00% of shares outstanding; change 0.00)
Holder of HQI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 14599 (value 188327; 0.00% of shares outstanding; change -0.01)
Holder of HQI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 103050 (value 1329344; 0.01% of shares outstanding; change 0.01)
Holder of HQI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 41919 (value 540755; 0.00% of shares outstanding; change 0.01)
Holder of HQL: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 198730 (value 3362511; 0.01% of shares outstanding; change -0.35)
Holder of HQL: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 74 (value 1252; 0.00% of shares outstanding; change -0.47)
Holder of HQL: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 74 (value 1321; 0.00% of shares outstanding; change -0.47)
Holder of HQL: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 166 (value 2964; 0.00% of shares outstanding; change -0.36)
Holder of HQL: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 17645 (value 316904; 0.00% of shares outstanding; change -0.21)
Holder of HQL: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 68158 (value 1224117; 0.00% of shares outstanding; change -0.21)
Holder of HQL: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 180925 (value 3482806; 0.01% of shares outstanding; change -0.33)
Holder of HQL: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 804212 (value 15481081; 0.03% of shares outstanding; change -0.08)
Holder of HQL: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 42072 (value 809886; 0.00% of shares outstanding; change 1.00)
Holder of HQL: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 198730 (value 3825552; 0.01% of shares outstanding; change 0.00)
Holder of HQL: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 53 (value 1020; 0.00% of shares outstanding; change -0.28)
Holder of HQL: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 144 (value 2772; 0.00% of shares outstanding; change -0.13)
Holder of HQL: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 1812 (value 30659; 0.00% of shares outstanding; change 1.00)
Holder of HQL: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 56837 (value 961682; 0.00% of shares outstanding; change 0.00)
Holder of HQL: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 6417 (value 123527; 0.00% of shares outstanding; change -0.64)
Holder of HQL: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 24784 (value 477092; 0.00% of shares outstanding; change -0.64)
Holder of HQL: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 56837 (value 1152654; 0.00% of shares outstanding; change 0.00)
Holder of HQL: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 55977 (value 1077557; 0.00% of shares outstanding; change -0.02)
Holder of HQY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 928510 (value 81699592; 0.01% of shares outstanding; change 0.00)
Holder of HQY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1103379 (value 97086315; 0.01% of shares outstanding; change -0.04)
Holder of HQY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1954774 (value 172000560; 0.02% of shares outstanding; change -0.05)
Holder of HQY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2728263 (value 240059855; 0.03% of shares outstanding; change 0.00)
Holder of HQY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 835324 (value 70676764; 0.01% of shares outstanding; change 0.01)
Holder of HQY: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 750000 (value 70976251; 0.01% of shares outstanding; change 0.00)
Holder of HQY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 953991 (value 90280940; 0.01% of shares outstanding; change 0.03)
Holder of HQY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1103538 (value 104433320; 0.01% of shares outstanding; change 0.00)
Holder of HQY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1969945 (value 186425749; 0.02% of shares outstanding; change 0.01)
Holder of HQY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2714301 (value 256867880; 0.03% of shares outstanding; change -0.01)
Holder of HQY: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 1861950 (value 176205642; 0.02% of shares outstanding; change 0.07)
Holder of HQY: WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund
Shares held as of 2026-03-31: 688638 (value 65169258; 0.01% of shares outstanding; change 0.10)
Holder of HQY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2060086 (value 181266962; 0.02% of shares outstanding; change -0.01)
Holder of HQY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 833566 (value 78884520; 0.01% of shares outstanding; change 0.00)
Holder of HQY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2885896 (value 244175662; 0.03% of shares outstanding; change 0.02)
Holder of HQY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1982634 (value 167750663; 0.02% of shares outstanding; change -0.04)
Holder of HQY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 692249 (value 58571188; 0.01% of shares outstanding; change 0.01)
Holder of HQY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2898359 (value 274286210; 0.03% of shares outstanding; change 0.00)
Holder of HQY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2019811 (value 191144818; 0.02% of shares outstanding; change 0.02)
Holder of HR: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 9782218 (value 194861783; 0.03% of shares outstanding; change 0.09)
Holder of HR: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 9780048 (value 194818556; 0.03% of shares outstanding; change 0.07)
Holder of HR: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 8967004 (value 178622720; 0.03% of shares outstanding; change 0.23)
Holder of HR: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 5518602 (value 109930552; 0.02% of shares outstanding; change 0.00)
Holder of HR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 4506078 (value 89761074; 0.01% of shares outstanding; change -0.03)
Holder of HR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7980083 (value 158963253; 0.02% of shares outstanding; change -0.04)
Holder of HR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11135900 (value 221827128; 0.03% of shares outstanding; change 0.00)
Holder of HR: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 5464209 (value 110158452; 0.02% of shares outstanding; change -0.04)
Holder of HR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 12471205 (value 251419490; 0.04% of shares outstanding; change 0.01)
Holder of HR: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 9694830 (value 207469358; 0.03% of shares outstanding; change -0.01)
Holder of HR: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 7701956 (value 164821855; 0.02% of shares outstanding; change -0.21)
Holder of HR: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 8569054 (value 183377752; 0.02% of shares outstanding; change -0.04)
Holder of HR: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 5498909 (value 117676650; 0.02% of shares outstanding; change 0.00)
Holder of HR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4506274 (value 96434261; 0.01% of shares outstanding; change 0.00)
Holder of HR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8044105 (value 172143843; 0.02% of shares outstanding; change 0.01)
Holder of HR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11078595 (value 237081928; 0.03% of shares outstanding; change -0.01)
Holder of HR: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 5335629 (value 114182458; 0.02% of shares outstanding; change -0.02)
Holder of HR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 12402047 (value 265403801; 0.04% of shares outstanding; change -0.01)
Holder of HR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 11783421 (value 237553765; 0.03% of shares outstanding; change 0.02)
Holder of HR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 11834546 (value 253259279; 0.03% of shares outstanding; change 0.00)
Holder of HRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1363013 (value 52462372; 0.01% of shares outstanding; change -0.05)
Holder of HRB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2869593 (value 110450639; 0.02% of shares outstanding; change -0.10)
Holder of HRB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1849791 (value 71198458; 0.01% of shares outstanding; change -0.09)
Holder of HRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3953003 (value 152151092; 0.03% of shares outstanding; change -0.06)
Holder of HRB: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 4095477 (value 149566821; 0.03% of shares outstanding; change 0.00)
Holder of HRB: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-03-31: 2828064 (value 108852188; 0.02% of shares outstanding; change 0.12)
Holder of HRB: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-03-31: 1436800 (value 55302434; 0.01% of shares outstanding; change 0.00)
Holder of HRB: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2770094 (value 105512880; 0.02% of shares outstanding; change 680.45)
Holder of HRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1413262 (value 57703490; 0.01% of shares outstanding; change 0.04)
Holder of HRB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2922741 (value 119335520; 0.02% of shares outstanding; change 0.02)
Holder of HRB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1861226 (value 75993860; 0.01% of shares outstanding; change 0.01)
Holder of HRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4011729 (value 163798902; 0.03% of shares outstanding; change 0.01)
Holder of HRB: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 4063077 (value 165895441; 0.03% of shares outstanding; change -0.01)
Holder of HRB: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-04-30: 2917464 (value 99310477; 0.02% of shares outstanding; change 0.03)
Holder of HRB: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-04-30: 1436800 (value 48908673; 0.01% of shares outstanding; change 0.00)
Holder of HRB: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2910894 (value 99086834; 0.02% of shares outstanding; change 0.05)
Holder of HRB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4274929 (value 145518587; 0.03% of shares outstanding; change 0.02)
Holder of HRB: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 2528138 (value 86057819; 0.02% of shares outstanding; change 0.01)
Holder of HRB: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-05-31: 3123564 (value 127535123; 0.02% of shares outstanding; change 0.07)
Holder of HRB: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-05-31: 1436800 (value 58664546; 0.01% of shares outstanding; change 0.00)
Holder of HRB: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 3027994 (value 123633000; 0.02% of shares outstanding; change 0.04)
Holder of HRB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4300984 (value 175609184; 0.03% of shares outstanding; change 0.01)
Holder of HRB: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2500650 (value 102101544; 0.02% of shares outstanding; change -0.01)
Holder of HRB.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1413262 (value 49026056; 0.01% of shares outstanding; change 0.04)
Holder of HRB.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2922741 (value 101389881; 0.02% of shares outstanding; change 0.02)
Holder of HRB.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1861226 (value 64565927; 0.01% of shares outstanding; change 0.01)
Holder of HRB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4011729 (value 139166873; 0.03% of shares outstanding; change 0.01)
Holder of HRB.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 4063077 (value 140948135; 0.03% of shares outstanding; change -0.01)
Holder of HRB.DE: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-05-31: 3123564 (value 108356430; 0.02% of shares outstanding; change 0.07)
Holder of HRB.DE: Fidelity Financial Trust-Fidelity Equity Dividend Income Fund
Shares held as of 2026-05-31: 1436800 (value 49842590; 0.01% of shares outstanding; change 0.00)
Holder of HRB.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 3027994 (value 105041107; 0.02% of shares outstanding; change 0.04)