speb/financial-data huggingface dataset:
Holder of ASTE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 718249 (value 40509244; 0.03% of shares outstanding; change 0.00)
Holder of ASTE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 559995 (value 28201348; 0.02% of shares outstanding; change 0.01)
Holder of ASTE: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 461113 (value 26211969; 0.02% of shares outstanding; change 1.13)
Holder of ASTE: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 461113 (value 26006773; 0.02% of shares outstanding; change 1.13)
Holder of ASTE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 338691 (value 17012448; 0.01% of shares outstanding; change -0.09)
Holder of ASTE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 320216 (value 18060182; 0.01% of shares outstanding; change 0.01)
Holder of ASTE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 733424 (value 37675990; 0.03% of shares outstanding; change 0.03)
Holder of ASTE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1395345 (value 78306759; 0.06% of shares outstanding; change 0.02)
Holder of ASTE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 538032 (value 31598619; 0.02% of shares outstanding; change -0.04)
Holder of ASTE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 337985 (value 19849858; 0.01% of shares outstanding; change 0.00)
Holder of ASTE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 748791 (value 42565025; 0.03% of shares outstanding; change 0.02)
Holder of ASTE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1387656 (value 78263800; 0.06% of shares outstanding; change -0.01)
Holder of ASTE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 547026 (value 30852267; 0.02% of shares outstanding; change 0.02)
Holder of ASTE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 777785 (value 43867075; 0.03% of shares outstanding; change 0.04)
Holder of ASTE: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 310000 (value 17484000; 0.01% of shares outstanding; change -0.10)
Holder of ASTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 468134 (value 17611200; 0.01% of shares outstanding; change 0.01)
Holder of ASTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 480833 (value 18088936; 0.01% of shares outstanding; change -0.19)
Holder of ASTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 854840 (value 32159079; 0.02% of shares outstanding; change -0.19)
Holder of ASTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1188417 (value 44708246; 0.03% of shares outstanding; change -0.17)
Holder of ASTH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 400643 (value 15693185; 0.01% of shares outstanding; change 0.01)
Holder of ASTH: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2026-03-31: 455798 (value 18373218; 0.01% of shares outstanding; change 0.29)
Holder of ASTH: Fidelity Select Portfolios-Select Health Care Services Portfolio
Shares held as of 2026-03-31: 413790 (value 15566779; 0.01% of shares outstanding; change -0.04)
Holder of ASTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 482251 (value 19439538; 0.01% of shares outstanding; change 0.03)
Holder of ASTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 487539 (value 19652697; 0.01% of shares outstanding; change 0.01)
Holder of ASTH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 869705 (value 35057809; 0.02% of shares outstanding; change 0.02)
Holder of ASTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1188417 (value 47905090; 0.03% of shares outstanding; change 0.00)
Holder of ASTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 999000 (value 37582378; 0.03% of shares outstanding; change 0.00)
Holder of ASTH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 404091 (value 16288908; 0.01% of shares outstanding; change 0.01)
Holder of ASTH: Fidelity Select Portfolios-Select Health Care Services Portfolio
Shares held as of 2026-04-30: 410790 (value 16090643; 0.01% of shares outstanding; change -0.01)
Holder of ASTH: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 392424 (value 14762990; 0.01% of shares outstanding; change 0.00)
Holder of ASTH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2631431 (value 103073147; 0.07% of shares outstanding; change 0.02)
Holder of ASTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 967183 (value 45370554; 0.03% of shares outstanding; change -0.03)
Holder of ASTH: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 404304 (value 15836586; 0.01% of shares outstanding; change -0.04)
Holder of ASTH: Fidelity Select Portfolios-Select Health Care Services Portfolio
Shares held as of 2026-05-31: 397590 (value 16026853; 0.01% of shares outstanding; change -0.03)
Holder of ASTH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2614871 (value 105405453; 0.07% of shares outstanding; change -0.01)
Holder of ASTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 976304 (value 39354815; 0.03% of shares outstanding; change 0.01)
Holder of ASTH: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 414288 (value 16699949; 0.01% of shares outstanding; change 0.02)
Holder of ASTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4600 (value 34177; 0.00% of shares outstanding; change 0.00)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 44721 (value 288450; 0.00% of shares outstanding; change 1.34)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11294 (value 72846; 0.00% of shares outstanding; change 1.87)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 9750 (value 62887; 0.00% of shares outstanding; change 0.29)
Holder of ASTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 88972 (value 262467; 0.01% of shares outstanding; change 18.34)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 44558 (value 222790; 0.00% of shares outstanding; change 0.00)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4280 (value 21400; 0.00% of shares outstanding; change 1.00)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11294 (value 56470; 0.00% of shares outstanding; change 0.00)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 9750 (value 48750; 0.00% of shares outstanding; change 0.00)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 41068 (value 121150; 0.00% of shares outstanding; change -0.08)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4280 (value 12626; 0.00% of shares outstanding; change 0.00)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 11294 (value 33317; 0.00% of shares outstanding; change 0.00)
Holder of ASTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 9750 (value 28762; 0.00% of shares outstanding; change 0.00)
Holder of ASTL: BlackRock Capital Allocation Term Trust
Shares held as of 2025-12-31: 178901 (value 887348; 0.00% of shares outstanding; change 0.00)
Holder of ASTL: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2025-12-31: 1251408 (value 7032912; 0.01% of shares outstanding; change 0.00)
Holder of ASTL: BlackRock Varbl Series Fd.s, Inc.-BlackRock Global Allocation V.I. Fd.
Shares held as of 2025-12-31: 130421 (value 646888; 0.00% of shares outstanding; change 0.00)
Holder of ASTL: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-01-31: 547037 (value 2472607; 0.01% of shares outstanding; change 0.00)
Holder of ASTL: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 189836 (value 858058; 0.00% of shares outstanding; change -0.07)
Holder of ASTL: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 149754 (value 676888; 0.00% of shares outstanding; change 0.80)
Holder of ASTL: SCHWAB CAPITAL TRT-Schwab Fd.amental Intl Small Eqy. Index Fd.
Shares held as of 2026-01-31: 127046 (value 574247; 0.00% of shares outstanding; change 0.37)
Holder of ASTL: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 573147 (value 2475995; 0.01% of shares outstanding; change 0.35)
Holder of ASTL: BlackRock Capital Allocation Term Trust
Shares held as of 2026-03-31: 178901 (value 772852; 0.00% of shares outstanding; change 0.00)
Holder of ASTL: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2026-03-31: 1251408 (value 5406082; 0.01% of shares outstanding; change 0.00)
Holder of ASTL: BlackRock Varbl Series Fd.s, Inc.-BlackRock Global Allocation V.I. Fd.
Shares held as of 2026-03-31: 130421 (value 563418; 0.00% of shares outstanding; change 0.00)
Holder of ASTL: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 1727084 (value 7461003; 0.02% of shares outstanding; change 0.00)
Holder of ASTL: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-04-30: 547037 (value 2363199; 0.01% of shares outstanding; change 0.00)
Holder of ASTL: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 104636 (value 452027; 0.00% of shares outstanding; change -0.45)
Holder of ASTL: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 191881 (value 828925; 0.00% of shares outstanding; change 0.28)
Holder of ASTL: SCHWAB CAPITAL TRT-Schwab Fd.amental Intl Small Eqy. Index Fd.
Shares held as of 2026-04-30: 107627 (value 464948; 0.00% of shares outstanding; change -0.15)
Holder of ASTL: iShares Trust-iShares U.S. Infrastructure ETF
Shares held as of 2026-04-30: 142264 (value 576169; 0.00% of shares outstanding; change 0.03)
Holder of ASTL: iShares Trust-iShares U.S. Infrastructure ETF
Shares held as of 2026-05-31: 145581 (value 628909; 0.00% of shares outstanding; change 0.02)
Holder of ASTL.TO: BlackRock Capital Allocation Term Trust
Shares held as of 2025-12-31: 178901 (value 1406161; 0.00% of shares outstanding; change 0.00)
Holder of ASTL.TO: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2025-12-31: 1251408 (value 9836067; 0.01% of shares outstanding; change 0.00)
Holder of ASTL.TO: BlackRock Varbl Series Fd.s, Inc.-BlackRock Global Allocation V.I. Fd.
Shares held as of 2025-12-31: 130421 (value 1025109; 0.00% of shares outstanding; change 0.00)
Holder of ASTL.TO: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-01-31: 547037 (value 3440862; 0.01% of shares outstanding; change 0.00)
Holder of ASTL.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 189836 (value 1194068; 0.00% of shares outstanding; change -0.07)
Holder of ASTL.TO: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 149754 (value 941952; 0.00% of shares outstanding; change 0.80)
Holder of ASTL.TO: SCHWAB CAPITAL TRT-Schwab Fd.amental Intl Small Eqy. Index Fd.
Shares held as of 2026-01-31: 127046 (value 799119; 0.00% of shares outstanding; change 0.37)
Holder of ASTL.TO: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 573147 (value 3490465; 0.01% of shares outstanding; change 0.35)
Holder of ASTL.TO: BlackRock Capital Allocation Term Trust
Shares held as of 2026-03-31: 178901 (value 1089507; 0.00% of shares outstanding; change 0.00)
Holder of ASTL.TO: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2026-03-31: 1251408 (value 7621074; 0.01% of shares outstanding; change 0.00)
Holder of ASTL.TO: BlackRock Varbl Series Fd.s, Inc.-BlackRock Global Allocation V.I. Fd.
Shares held as of 2026-03-31: 130421 (value 794263; 0.00% of shares outstanding; change 0.00)
Holder of ASTL.TO: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 1727084 (value 10517941; 0.02% of shares outstanding; change 0.00)
Holder of ASTL.TO: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-04-30: 547037 (value 3331455; 0.01% of shares outstanding; change 0.00)
Holder of ASTL.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 104636 (value 637233; 0.00% of shares outstanding; change -0.45)
Holder of ASTL.TO: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 191881 (value 1168555; 0.00% of shares outstanding; change 0.28)
Holder of ASTL.TO: SCHWAB CAPITAL TRT-Schwab Fd.amental Intl Small Eqy. Index Fd.
Shares held as of 2026-04-30: 107627 (value 655448; 0.00% of shares outstanding; change -0.15)
Holder of ASTL.TO: iShares Trust-iShares U.S. Infrastructure ETF
Shares held as of 2026-04-30: 142264 (value 822285; 0.00% of shares outstanding; change 0.03)
Holder of ASTL.TO: iShares Trust-iShares U.S. Infrastructure ETF
Shares held as of 2026-05-31: 145581 (value 886588; 0.00% of shares outstanding; change 0.02)
Holder of ASTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2603384 (value 295249788; 0.01% of shares outstanding; change 0.04)
Holder of ASTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2866068 (value 325040782; 0.01% of shares outstanding; change 1.14)
Holder of ASTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5077003 (value 575782928; 0.02% of shares outstanding; change 0.06)
Holder of ASTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7040068 (value 798414137; 0.02% of shares outstanding; change 0.11)
Holder of ASTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1323171 (value 123848803; 0.00% of shares outstanding; change 0.05)
Holder of ASTS: Hennessy Funds Trust-Hennessy Focus Fund
Shares held as of 2026-03-31: 1125142 (value 90753957; 0.00% of shares outstanding; change 0.00)
Holder of ASTS: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 1570509 (value 88262606; 0.01% of shares outstanding; change -0.06)
Holder of ASTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2781129 (value 156299451; 0.01% of shares outstanding; change 0.07)
Holder of ASTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3349450 (value 188239092; 0.01% of shares outstanding; change 0.17)
Holder of ASTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5985909 (value 336408090; 0.02% of shares outstanding; change 0.18)
Holder of ASTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8245443 (value 463393902; 0.03% of shares outstanding; change 0.17)
Holder of ASTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1325072 (value 117745898; 0.00% of shares outstanding; change 0.00)
Holder of ASTS: Hennessy Funds Trust-Hennessy Focus Fund
Shares held as of 2026-04-30: 1125142 (value 90731450; 0.00% of shares outstanding; change 0.00)
Holder of ASTS: iShares Trust-iShares Russell 1000 Growth ETF
Shares held as of 2026-04-30: 802387 (value 64704487; 0.00% of shares outstanding; change 0.00)
Holder of ASTS: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-04-30: 842506 (value 67939683; 0.00% of shares outstanding; change 0.02)
Holder of ASTS: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-04-30: 1321542 (value 106569146; 0.00% of shares outstanding; change -0.01)
Holder of ASTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1285878 (value 72266344; 0.00% of shares outstanding; change -0.03)
Holder of ASTS: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-05-31: 801891 (value 45066274; 0.00% of shares outstanding; change 0.00)
Holder of ASTS: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 925112 (value 74601031; 0.00% of shares outstanding; change -0.41)
Holder of ASTS: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 851885 (value 47875937; 0.00% of shares outstanding; change 0.01)
Holder of ASTS: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 1326070 (value 74525135; 0.00% of shares outstanding; change 0.00)
Holder of ASTS: Hennessy Funds Trust-Hennessy Focus Fund
Shares held as of 2026-06-30: 1125142 (value 63232981; 0.00% of shares outstanding; change 0.00)
Holder of ASUR: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2025-12-31: 298636 (value 2645914; 0.01% of shares outstanding; change -0.08)
Holder of ASUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 286145 (value 2646841; 0.01% of shares outstanding; change -0.01)
Holder of ASUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 775410 (value 7172542; 0.03% of shares outstanding; change 0.02)
Holder of ASUR: FundVantage Trust-Private Capital Management Value Fund
Shares held as of 2026-01-31: 323112 (value 2672136; 0.01% of shares outstanding; change 0.00)
Holder of ASUR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 247665 (value 2048189; 0.01% of shares outstanding; change 0.00)
Holder of ASUR: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 1499742 (value 11488023; 0.05% of shares outstanding; change -0.01)
Holder of ASUR: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2026-03-31: 227146 (value 1739938; 0.01% of shares outstanding; change -0.24)
Holder of ASUR: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 2605000 (value 19954299; 0.09% of shares outstanding; change 0.01)
Holder of ASUR: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 284668 (value 2180556; 0.01% of shares outstanding; change 0.57)
Holder of ASUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 286145 (value 2191870; 0.01% of shares outstanding; change 0.00)
Holder of ASUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 775410 (value 5939640; 0.03% of shares outstanding; change 0.00)
Holder of ASUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 581660 (value 5380355; 0.02% of shares outstanding; change -0.03)
Holder of ASUR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 232662 (value 1782190; 0.01% of shares outstanding; change -0.06)
Holder of ASUR: FundVantage Trust-Private Capital Management Value Fund
Shares held as of 2026-04-30: 323112 (value 2475037; 0.01% of shares outstanding; change 0.00)
Holder of ASUR: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 243790 (value 2142914; 0.01% of shares outstanding; change 0.00)
Holder of ASUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 558960 (value 4706443; 0.02% of shares outstanding; change -0.04)
Holder of ASUR: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 1454642 (value 12248085; 0.05% of shares outstanding; change -0.03)
Holder of ASUR: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 243790 (value 1916189; 0.01% of shares outstanding; change 0.00)
Holder of ASUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 564260 (value 4322231; 0.02% of shares outstanding; change 0.01)
Holder of ASUR: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 243790 (value 1867431; 0.01% of shares outstanding; change 0.00)
Holder of ASX: -YieldMax Semiconductor Portfolio Option Income ETF
Shares held as of 2026-01-31: 463061 (value 18781754; 0.00% of shares outstanding; change 1.00)
Holder of ASX: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-01-31: 510500 (value 22114859; 0.00% of shares outstanding; change 0.13)
Holder of ASX: Dimensional ETF Trust-Dimensional Emerging Markets Value ETF
Shares held as of 2026-01-31: 264102 (value 11916281; 0.00% of shares outstanding; change -0.01)
Holder of ASX: HARBOR FUNDS-Harbor International Core Fund
Shares held as of 2026-01-31: 691033 (value 28028299; 0.00% of shares outstanding; change 1.27)
Holder of ASX: VANGUARD WHITEHALL FUNDS-Vanguard Global Minimum Volatility Fund
Shares held as of 2026-01-31: 1048456 (value 42525376; 0.00% of shares outstanding; change -0.38)
Holder of ASX: Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF
Shares held as of 2026-03-31: 532562 (value 19619584; 0.00% of shares outstanding; change -0.06)
Holder of ASX: -YieldMax Semiconductor Portfolio Option Income ETF
Shares held as of 2026-04-30: 740423 (value 27277183; 0.00% of shares outstanding; change 0.60)
Holder of ASX: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 5098942 (value 194371663; 0.00% of shares outstanding; change 0.06)
Holder of ASX: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 563311 (value 19169472; 0.00% of shares outstanding; change 0.02)
Holder of ASX: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-04-30: 536000 (value 19746240; 0.00% of shares outstanding; change 0.05)
Holder of ASX: Dimensional ETF Trust-Dimensional Emerging Markets Value ETF
Shares held as of 2026-04-30: 323102 (value 11903077; 0.00% of shares outstanding; change 0.22)
Holder of ASX: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-04-30: 3111237 (value 105875391; 0.00% of shares outstanding; change -0.21)
Holder of ASX: HARBOR FUNDS-Harbor International Core Fund
Shares held as of 2026-04-30: 605960 (value 22323566; 0.00% of shares outstanding; change -0.12)
Holder of ASX: VANGUARD WHITEHALL FUNDS-Vanguard Global Minimum Volatility Fund
Shares held as of 2026-04-30: 1013691 (value 37344376; 0.00% of shares outstanding; change -0.03)
Holder of ASX: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 9660796 (value 435895105; 0.00% of shares outstanding; change 0.03)
Holder of ASX: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 4440239 (value 192351152; 0.00% of shares outstanding; change -0.13)
Holder of ASX: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-05-31: 566091 (value 24523061; 0.00% of shares outstanding; change 0.00)
Holder of ASX: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-05-31: 4578520 (value 198341485; 0.00% of shares outstanding; change 0.47)
Holder of ASX: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 9787718 (value 360579532; 0.00% of shares outstanding; change 0.01)
Holder of ASX: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 4465568 (value 164511525; 0.00% of shares outstanding; change 0.01)
Holder of ASX: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-06-30: 587151 (value 21630642; 0.00% of shares outstanding; change 0.04)
Holder of ASX: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-06-30: 6074728 (value 223792980; 0.00% of shares outstanding; change 0.33)
Holder of ASX.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1834365 (value 86783810; 0.01% of shares outstanding; change 0.02)
Holder of ASX.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 551235 (value 28669731; 0.00% of shares outstanding; change 0.04)
Holder of ASX.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 430677 (value 22399510; 0.00% of shares outstanding; change 0.02)
Holder of ASX.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2845088 (value 151301780; 0.01% of shares outstanding; change 0.01)
Holder of ASX.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 408090 (value 21751196; 0.00% of shares outstanding; change 0.01)
Holder of ASX.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 728822 (value 34480569; 0.00% of shares outstanding; change 0.03)
Holder of ASX.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 890433 (value 42126386; 0.00% of shares outstanding; change 0.02)
Holder of ASX.AX: Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF
Shares held as of 2026-03-31: 572062 (value 31080129; 0.00% of shares outstanding; change 0.00)
Holder of ASX.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1881928 (value 102245151; 0.01% of shares outstanding; change 0.03)
Holder of ASX.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 728176 (value 38724399; 0.00% of shares outstanding; change 0.00)
Holder of ASX.AX: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 911769 (value 48487875; 0.00% of shares outstanding; change 0.02)
Holder of ASX.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 560158 (value 30433385; 0.00% of shares outstanding; change 0.02)
Holder of ASX.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 450772 (value 24490443; 0.00% of shares outstanding; change 0.05)
Holder of ASX.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2841643 (value 154386469; 0.01% of shares outstanding; change 0.00)
Holder of ASX.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1382426 (value 73683304; 0.01% of shares outstanding; change 0.00)
Holder of ASX.AX: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-04-30: 411221 (value 21387603; 0.00% of shares outstanding; change 0.00)
Holder of ASX.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 677918 (value 35258514; 0.00% of shares outstanding; change 0.00)
Holder of ASX.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 730999 (value 39715177; 0.00% of shares outstanding; change 0.00)
Holder of ASX.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1404561 (value 76309801; 0.01% of shares outstanding; change 0.02)
Holder of ASX.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 689373 (value 37453636; 0.00% of shares outstanding; change 0.02)
Holder of ASX.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 502129 (value 27280669; 0.00% of shares outstanding; change 1.00)
Holder of ASX.AX: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-05-31: 432192 (value 23480992; 0.00% of shares outstanding; change 0.24)
Holder of ASYS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 119940 (value 2551123; 0.01% of shares outstanding; change -0.09)
Holder of ASYS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 430540 (value 9157585; 0.03% of shares outstanding; change -0.07)
Holder of ASYS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 46592 (value 876395; 0.00% of shares outstanding; change 0.04)
Holder of ASYS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 78288 (value 1725467; 0.01% of shares outstanding; change 0.00)
Holder of ASYS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 162266 (value 3576342; 0.01% of shares outstanding; change -0.49)
Holder of ASYS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 99906 (value 2201928; 0.01% of shares outstanding; change -0.05)
Holder of ASYS: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 43796 (value 1010811; 0.00% of shares outstanding; change 0.04)
Holder of ASYS: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 651508 (value 14359236; 0.04% of shares outstanding; change -0.01)
Holder of ASYS: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 49200 (value 781788; 0.00% of shares outstanding; change 0.00)
Holder of ASYS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 59587 (value 1101763; 0.00% of shares outstanding; change 0.04)
Holder of ASYS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 119940 (value 1905846; 0.01% of shares outstanding; change 0.00)
Holder of ASYS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 430540 (value 6841280; 0.03% of shares outstanding; change 0.00)
Holder of ASYS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 46592 (value 740346; 0.00% of shares outstanding; change 0.00)
Holder of ASYS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 78288 (value 1243996; 0.01% of shares outstanding; change 0.00)
Holder of ASYS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 71781 (value 1140600; 0.00% of shares outstanding; change -0.56)
Holder of ASYS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 99906 (value 1587506; 0.01% of shares outstanding; change 0.00)
Holder of ASYS: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 46598 (value 740442; 0.00% of shares outstanding; change 0.06)
Holder of ASYS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 59370 (value 1370259; 0.00% of shares outstanding; change 0.00)
Holder of ASYS: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 726481 (value 11543783; 0.05% of shares outstanding; change 0.12)
Holder of ASYS: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 106790 (value 2561892; 0.01% of shares outstanding; change -0.33)
Holder of ASYS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 56910 (value 904299; 0.00% of shares outstanding; change -0.04)
Holder of AT1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6685237 (value 16579387; 0.01% of shares outstanding; change 0.02)
Holder of AT1.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 4486255 (value 11125912; 0.00% of shares outstanding; change 0.00)
Holder of AT1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 1767268 (value 4382824; 0.00% of shares outstanding; change 0.01)
Holder of AT1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 2602454 (value 6454085; 0.00% of shares outstanding; change 0.02)
Holder of AT1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 2448134 (value 6071372; 0.00% of shares outstanding; change -0.05)
Holder of AT1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 10326423 (value 25609529; 0.01% of shares outstanding; change 0.00)
Holder of AT1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6887772 (value 14684729; 0.01% of shares outstanding; change 0.03)
Holder of AT1.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 2609371 (value 6471240; 0.00% of shares outstanding; change 1.00)
Holder of AT1.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 5268211 (value 11231825; 0.01% of shares outstanding; change 0.17)
Holder of AT1.DE: First TRT Exch-Trd AlphaDEX Fd. II-First TRT Germany AlphaDEX Fd.
Shares held as of 2026-04-30: 1520956 (value 3771970; 0.00% of shares outstanding; change 0.00)
Holder of AT1.DE: JPMorgan Trust I-JPMorgan Developed International Value Fund
Shares held as of 2026-04-30: 1960792 (value 4180408; 0.00% of shares outstanding; change 2.03)
Holder of AT1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 2063800 (value 4400021; 0.00% of shares outstanding; change 0.17)
Holder of AT1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 2589364 (value 5520523; 0.00% of shares outstanding; change -0.01)
Holder of AT1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 2989179 (value 6372929; 0.00% of shares outstanding; change 0.22)
Holder of AT1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 12461822 (value 26568604; 0.01% of shares outstanding; change 0.21)
Holder of AT1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5667942 (value 14056496; 0.01% of shares outstanding; change 0.01)
Holder of AT1.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 3055060 (value 7576548; 0.00% of shares outstanding; change 0.00)
Holder of AT1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5482518 (value 11688728; 0.01% of shares outstanding; change -0.03)
Holder of AT1.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2713454 (value 5785083; 0.00% of shares outstanding; change -0.11)
Holder of AT1.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 2607397 (value 5558970; 0.00% of shares outstanding; change 0.00)
Holder of AT4.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 750641 (value 228645253; 0.02% of shares outstanding; change 0.26)
Holder of AT4.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 416593 (value 126894230; 0.01% of shares outstanding; change 0.03)
Holder of AT4.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 860146 (value 262000476; 0.02% of shares outstanding; change 0.00)
Holder of AT4.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1181355 (value 359840740; 0.03% of shares outstanding; change -0.01)
Holder of AT4.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 530531 (value 161599745; 0.01% of shares outstanding; change -0.01)
Holder of AT4.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 540315 (value 164579952; 0.01% of shares outstanding; change 0.01)
Holder of AT4.DE: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 583221 (value 177649120; 0.02% of shares outstanding; change 0.03)
Holder of AT4.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1265524 (value 385478618; 0.03% of shares outstanding; change 0.00)
Holder of AT4.DE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 334512 (value 101892357; 0.01% of shares outstanding; change -0.03)
Holder of AT4.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 290910 (value 88611187; 0.01% of shares outstanding; change 0.00)
Holder of ATAI: EQ Advisors Trust-EQ/Morgan Stanley Small Cap Growth Portfolio
Shares held as of 2026-03-31: 619845 (value 3204598; 0.00% of shares outstanding; change 1.00)
Holder of ATAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1027105 (value 4057064; 0.00% of shares outstanding; change 1.00)
Holder of ATAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 342756 (value 1552684; 0.00% of shares outstanding; change 1.00)
Holder of ATAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 419445 (value 1656807; 0.00% of shares outstanding; change 1.00)
Holder of ATAI: MORGAN STANLEY INSTITUTIONAL FUND INC-Inception Portfolio
Shares held as of 2026-03-31: 798854 (value 5735771; 0.00% of shares outstanding; change 1.00)
Holder of ATAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2151422 (value 15447209; 0.01% of shares outstanding; change 1.00)
Holder of ATAI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9307700 (value 66829284; 0.03% of shares outstanding; change 1.00)
Holder of ATAI: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 2160067 (value 9785103; 0.01% of shares outstanding; change 0.06)
Holder of ATAI: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 305380 (value 1383371; 0.00% of shares outstanding; change 1.00)
Holder of ATAI: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-04-30: 4382604 (value 19853197; 0.01% of shares outstanding; change 0.22)
Holder of ATAI: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-04-30: 785762 (value 3103759; 0.00% of shares outstanding; change 0.38)
Holder of ATAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1023367 (value 5393144; 0.00% of shares outstanding; change 0.00)
Holder of ATAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 419445 (value 2210475; 0.00% of shares outstanding; change 0.00)
Holder of ATAI: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-04-30: 970943 (value 3806096; 0.00% of shares outstanding; change 1.00)
Holder of ATAI: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 2147524 (value 10651719; 0.01% of shares outstanding; change -0.01)
Holder of ATAI: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-05-31: 3995777 (value 19819054; 0.01% of shares outstanding; change -0.09)
Holder of ATAI: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-05-31: 814502 (value 4039929; 0.00% of shares outstanding; change 0.04)
Holder of ATAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 997985 (value 7165532; 0.00% of shares outstanding; change -0.02)
Holder of ATAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 386123 (value 1996255; 0.00% of shares outstanding; change -0.08)
Holder of ATAI: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-05-31: 1028326 (value 5316445; 0.00% of shares outstanding; change 0.06)
Holder of ATAI: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 2148937 (value 15429367; 0.01% of shares outstanding; change 0.00)
Holder of ATAI: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 623484 (value 4476615; 0.00% of shares outstanding; change 1.00)
Holder of ATAI: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 4297820 (value 30858346; 0.01% of shares outstanding; change 0.08)
Holder of ATAI: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-06-30: 882892 (value 6339164; 0.00% of shares outstanding; change 0.08)
Holder of ATAI: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-06-30: 1070271 (value 7684545; 0.00% of shares outstanding; change 0.04)
Holder of ATAI: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 1729574 (value 12418341; 0.00% of shares outstanding; change 1.00)
Holder of ATAT: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-01-31: 1157867 (value 38545393; 0.01% of shares outstanding; change 1.00)
Holder of ATAT: Principal Funds, Inc-Global Emerging Markets Fund
Shares held as of 2026-01-31: 841355 (value 28008708; 0.01% of shares outstanding; change -0.48)
Holder of ATAT: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 1131370 (value 35977565; 0.01% of shares outstanding; change 0.26)
Holder of ATAT: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 301402 (value 10072854; 0.00% of shares outstanding; change 0.24)
Holder of ATAT: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1184195 (value 37657400; 0.01% of shares outstanding; change 0.21)
Holder of ATAT: Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF
Shares held as of 2026-03-31: 388676 (value 12418198; 0.00% of shares outstanding; change 0.01)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1604333 (value 53616805; 0.01% of shares outstanding; change 0.00)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 438327 (value 14648887; 0.00% of shares outstanding; change -0.01)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 424500 (value 14186789; 0.00% of shares outstanding; change 0.00)
Holder of ATAT: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 583800 (value 19434702; 0.01% of shares outstanding; change 1.00)
Holder of ATAT: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 424990 (value 14594156; 0.00% of shares outstanding; change 0.00)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1604333 (value 51017788; 0.01% of shares outstanding; change 0.00)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 436923 (value 13894151; 0.00% of shares outstanding; change 0.00)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 402400 (value 12796319; 0.00% of shares outstanding; change -0.05)
Holder of ATAT: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-04-30: 1157867 (value 36993851; 0.01% of shares outstanding; change 0.00)
Holder of ATAT: Principal Funds, Inc-Global Emerging Markets Fund
Shares held as of 2026-04-30: 882979 (value 28211179; 0.01% of shares outstanding; change 0.05)
Holder of ATAT: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 583800 (value 18652410; 0.01% of shares outstanding; change 0.00)
Holder of ATAT: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 935436 (value 29887180; 0.01% of shares outstanding; change -0.17)
Holder of ATAT: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1011619 (value 32321227; 0.01% of shares outstanding; change -0.15)
Holder of ATAT: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 424990 (value 13773925; 0.00% of shares outstanding; change 0.00)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 1502333 (value 47999540; 0.01% of shares outstanding; change -0.06)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 407546 (value 13021095; 0.00% of shares outstanding; change -0.07)
Holder of ATAT: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 344000 (value 10990800; 0.00% of shares outstanding; change -0.15)
Holder of ATAT: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 514215 (value 16429169; 0.00% of shares outstanding; change 0.21)
Holder of ATCH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1424993 (value 334018; 0.01% of shares outstanding; change 4.03)
Holder of ATCH: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 139159 (value 32618; 0.00% of shares outstanding; change 1.00)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 791613 (value 177479; 0.01% of shares outstanding; change 0.17)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 199525 (value 44733; 0.00% of shares outstanding; change 0.10)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 226044 (value 50679; 0.00% of shares outstanding; change 0.00)
Holder of ATCH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1424993 (value 250798; 0.01% of shares outstanding; change 0.00)
Holder of ATCH: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 139159 (value 24491; 0.00% of shares outstanding; change 0.00)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 788732 (value 155222; 0.01% of shares outstanding; change 0.00)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 199525 (value 39266; 0.00% of shares outstanding; change 0.00)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 226044 (value 44485; 0.00% of shares outstanding; change 0.00)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 788732 (value 138816; 0.01% of shares outstanding; change 0.00)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 199525 (value 35116; 0.00% of shares outstanding; change 0.00)
Holder of ATCH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 226044 (value 39783; 0.00% of shares outstanding; change 0.00)
Holder of ATD.TO: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 10932451 (value 851747297; 0.01% of shares outstanding; change -0.02)
Holder of ATD.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7287506 (value 567769619; 0.01% of shares outstanding; change 0.02)
Holder of ATD.TO: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-01-31: 2609413 (value 214937355; 0.00% of shares outstanding; change -0.10)