speb/financial-data huggingface dataset:
Holder of AGNCL: John Hancock Funds II-Opportunistic Fixed Income Fund
Shares held as of 2026-04-30: 10000 (value 248099; 0.00% of shares outstanding; change 0.00)
Holder of AGNCL: Fidelity Salem Street Trust-Fidelity Strategic Real Return Fund
Shares held as of 2026-05-31: 16000 (value 397119; 0.00% of shares outstanding; change 0.00)
Holder of AGNCL: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-05-31: 62191 (value 1543580; 0.01% of shares outstanding; change 0.09)
Holder of AGNCL: John Hancock Funds II-Opportunistic Fixed Income Fund
Shares held as of 2026-05-31: 10000 (value 248199; 0.00% of shares outstanding; change 0.00)
Holder of AGNCL: Unified Series Trust-Crawford Multi-Asset Income Fund
Shares held as of 2026-05-31: 221020 (value 5485716; 0.04% of shares outstanding; change 0.00)
Holder of AGNCL: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 408681 (value 10143462; 0.07% of shares outstanding; change -0.01)
Holder of AGNCL: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-06-30: 216825 (value 5381596; 0.04% of shares outstanding; change 0.00)
Holder of AGNCM: ANCORA TRUST-Ancora Income Fund
Shares held as of 2025-12-31: 23000 (value 573850; 0.00% of shares outstanding; change 0.00)
Holder of AGNCM: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-01-31: 21822 (value 548168; 0.00% of shares outstanding; change -0.09)
Holder of AGNCM: ETFis Series Trust I-InfraCap REIT Preferred ETF
Shares held as of 2026-01-31: 36557 (value 918311; 0.00% of shares outstanding; change 0.01)
Holder of AGNCM: AMERICAN BEACON Fd.S-American Beacon SiM High Yield Opportunities Fd.
Shares held as of 2026-02-28: 239065 (value 5955109; 0.03% of shares outstanding; change 0.00)
Holder of AGNCM: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 673972 (value 16930177; 0.07% of shares outstanding; change 0.00)
Holder of AGNCM: Fidelity Securities Fund-Fidelity Series Real Estate Income Fund
Shares held as of 2026-02-28: 65750 (value 1651640; 0.01% of shares outstanding; change 0.00)
Holder of AGNCM: ANCORA TRUST-Ancora Income Fund
Shares held as of 2026-03-31: 23000 (value 572929; 0.00% of shares outstanding; change 0.00)
Holder of AGNCM: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-03-31: 300535 (value 7549439; 0.03% of shares outstanding; change 0.00)
Holder of AGNCM: -Fidelity SAI Real Estate Income Fund
Shares held as of 2026-04-30: 217302 (value 5412992; 0.02% of shares outstanding; change 1.00)
Holder of AGNCM: ETFis Series Trust I-InfraCap REIT Preferred ETF
Shares held as of 2026-04-30: 41207 (value 1026466; 0.00% of shares outstanding; change 0.13)
Holder of AGNCM: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-04-30: 456670 (value 11373366; 0.05% of shares outstanding; change -0.32)
Holder of AGNCM: Fidelity Securities Fund-Fidelity Series Real Estate Income Fund
Shares held as of 2026-04-30: 65750 (value 1637832; 0.01% of shares outstanding; change 0.00)
Holder of AGNCM: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 81260 (value 2041251; 0.01% of shares outstanding; change 0.00)
Holder of AGNCM: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 89654 (value 2252108; 0.01% of shares outstanding; change 0.05)
Holder of AGNCM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 646206 (value 16093760; 0.07% of shares outstanding; change -0.03)
Holder of AGNCM: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-05-31: 300535 (value 7456273; 0.03% of shares outstanding; change 0.00)
Holder of AGNCM: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-05-31: 82700 (value 2062538; 0.01% of shares outstanding; change 0.02)
Holder of AGNCM: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-05-31: 97454 (value 2430502; 0.01% of shares outstanding; change 0.09)
Holder of AGNCM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 640366 (value 15951516; 0.07% of shares outstanding; change -0.01)
Holder of AGNCM: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-06-30: 456670 (value 11375649; 0.05% of shares outstanding; change 0.00)
Holder of AGNCM: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-06-30: 300535 (value 7486326; 0.03% of shares outstanding; change 0.00)
Holder of AGNCM: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-06-30: 83420 (value 2077992; 0.01% of shares outstanding; change 0.01)
Holder of AGNCM: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-06-30: 98879 (value 2463075; 0.01% of shares outstanding; change 0.01)
Holder of AGNCN: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Flexible 
Shares held as of 2025-12-31: 64699 (value 1668587; 0.01% of shares outstanding; change 0.00)
Holder of AGNCN: DEUTSCHE DWS MARKET TRUST-DWS Global Income Builder Fund
Shares held as of 2026-01-31: 64439 (value 1667681; 0.01% of shares outstanding; change 0.00)
Holder of AGNCN: AMERICAN BEACON Fd.S-American Beacon SiM High Yield Opportunities Fd.
Shares held as of 2026-02-28: 298378 (value 7635493; 0.02% of shares outstanding; change 0.00)
Holder of AGNCN: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 653202 (value 16904867; 0.05% of shares outstanding; change 0.00)
Holder of AGNCN: Fidelity Securities Fund-Fidelity Series Real Estate Income Fund
Shares held as of 2026-02-28: 41899 (value 1084346; 0.00% of shares outstanding; change 0.00)
Holder of AGNCN: Angel Oak Financial Strategies Income Term Trust
Shares held as of 2026-03-31: 40000 (value 1035199; 0.00% of shares outstanding; change 0.00)
Holder of AGNCN: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 391558 (value 10157014; 0.03% of shares outstanding; change 0.03)
Holder of AGNCN: -Fidelity SAI Real Estate Income Fund
Shares held as of 2026-04-30: 210606 (value 5389407; 0.02% of shares outstanding; change 1.00)
Holder of AGNCN: DEUTSCHE DWS MARKET TRUST-DWS Global Income Builder Fund
Shares held as of 2026-04-30: 64439 (value 1648994; 0.01% of shares outstanding; change 0.00)
Holder of AGNCN: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-04-30: 442596 (value 11268493; 0.04% of shares outstanding; change -0.32)
Holder of AGNCN: Fidelity Securities Fund-Fidelity Series Real Estate Income Fund
Shares held as of 2026-04-30: 41899 (value 1072195; 0.00% of shares outstanding; change 0.00)
Holder of AGNCN: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-04-30: 152664 (value 3960104; 0.01% of shares outstanding; change 0.02)
Holder of AGNCN: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 112542 (value 2919339; 0.01% of shares outstanding; change 0.00)
Holder of AGNCN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 125423 (value 3245947; 0.01% of shares outstanding; change 0.06)
Holder of AGNCN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 893666 (value 22752735; 0.07% of shares outstanding; change -0.03)
Holder of AGNCN: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-05-31: 152433 (value 3891614; 0.01% of shares outstanding; change 0.00)
Holder of AGNCN: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-05-31: 114556 (value 2937215; 0.01% of shares outstanding; change 0.02)
Holder of AGNCN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-05-31: 138423 (value 3549165; 0.01% of shares outstanding; change 0.10)
Holder of AGNCN: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 383824 (value 9822056; 0.03% of shares outstanding; change 0.06)
Holder of AGNCN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 885586 (value 22662145; 0.07% of shares outstanding; change -0.01)
Holder of AGNCN: Angel Oak Financial Strategies Income Term Trust
Shares held as of 2026-06-30: 40000 (value 1023600; 0.00% of shares outstanding; change 0.00)
Holder of AGNCN: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-06-30: 442596 (value 11326031; 0.04% of shares outstanding; change 0.00)
Holder of AGNCN: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-06-30: 147094 (value 3764135; 0.01% of shares outstanding; change -0.04)
Holder of AGNCN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-06-30: 140798 (value 3603020; 0.01% of shares outstanding; change 0.02)
Holder of AGNCO: AMERICAN BEACON Fd.S-American Beacon SiM High Yield Opportunities Fd.
Shares held as of 2026-02-28: 640201 (value 16261105; 0.04% of shares outstanding; change 0.00)
Holder of AGNCO: Fidelity Income Fund-Fidelity Total Bond Fund
Shares held as of 2026-02-28: 66700 (value 1704851; 0.00% of shares outstanding; change 0.00)
Holder of AGNCO: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 1152034 (value 29445988; 0.07% of shares outstanding; change 0.00)
Holder of AGNCO: Angel Oak Funds Trust-Angel Oak Multi-Strategy Income Fund
Shares held as of 2026-03-31: 66529 (value 1700481; 0.00% of shares outstanding; change 0.00)
Holder of AGNCO: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-03-31: 80037 (value 2045745; 0.01% of shares outstanding; change 0.47)
Holder of AGNCO: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 484910 (value 12394299; 0.03% of shares outstanding; change 0.03)
Holder of AGNCO: -Fidelity SAI Real Estate Income Fund
Shares held as of 2026-04-30: 371439 (value 9434550; 0.02% of shares outstanding; change 1.00)
Holder of AGNCO: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-04-30: 780595 (value 19749052; 0.05% of shares outstanding; change -0.32)
Holder of AGNCO: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-04-30: 152334 (value 3893656; 0.01% of shares outstanding; change 0.02)
Holder of AGNCO: First Trust Intermediate Duration Preferred & Income Fund
Shares held as of 2026-04-30: 86267 (value 2191181; 0.01% of shares outstanding; change 9.89)
Holder of AGNCO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 140597 (value 3593659; 0.01% of shares outstanding; change 0.00)
Holder of AGNCO: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 154840 (value 3957710; 0.01% of shares outstanding; change 0.06)
Holder of AGNCO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1106771 (value 28001305; 0.07% of shares outstanding; change -0.03)
Holder of AGNCO: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-05-31: 86285 (value 2185167; 0.01% of shares outstanding; change 0.00)
Holder of AGNCO: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-05-31: 152099 (value 3851907; 0.01% of shares outstanding; change 0.00)
Holder of AGNCO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-05-31: 143093 (value 3635993; 0.01% of shares outstanding; change 0.02)
Holder of AGNCO: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-05-31: 170440 (value 4330880; 0.01% of shares outstanding; change 0.10)
Holder of AGNCO: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-05-31: 475359 (value 12074118; 0.03% of shares outstanding; change 0.06)
Holder of AGNCO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 1096771 (value 27857982; 0.07% of shares outstanding; change -0.01)
Holder of AGNCO: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-06-30: 780595 (value 19827112; 0.05% of shares outstanding; change 0.00)
Holder of AGNCO: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-06-30: 86669 (value 2201392; 0.01% of shares outstanding; change 0.00)
Holder of AGNCO: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-06-30: 148397 (value 3769283; 0.01% of shares outstanding; change -0.02)
Holder of AGNCO: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-06-30: 140774 (value 3575659; 0.01% of shares outstanding; change -0.02)
Holder of AGNCO: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-06-30: 173290 (value 4401565; 0.01% of shares outstanding; change 0.02)
Holder of AGNCP: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Flexible 
Shares held as of 2025-12-31: 589927 (value 14824865; 0.03% of shares outstanding; change 0.00)
Holder of AGNCP: AMERICAN BEACON Fd.S-American Beacon SiM High Yield Opportunities Fd.
Shares held as of 2026-02-28: 398977 (value 10026291; 0.02% of shares outstanding; change 0.00)
Holder of AGNCP: DoubleLine Yield Opportunities Fund
Shares held as of 2026-02-28: 430000 (value 10805899; 0.02% of shares outstanding; change 0.00)
Holder of AGNCP: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 930100 (value 23373412; 0.05% of shares outstanding; change 0.00)
Holder of AGNCP: Advisor Managed Portfolios-Bramshill Income Performance Fund
Shares held as of 2026-03-31: 177789 (value 4467837; 0.01% of shares outstanding; change -0.71)
Holder of AGNCP: First TRT Exch-Trd Fd. III-First TRT Preferred Securities and Income E
Shares held as of 2026-03-31: 517862 (value 13013871; 0.03% of shares outstanding; change -0.01)
Holder of AGNCP: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 692715 (value 17407927; 0.03% of shares outstanding; change 0.03)
Holder of AGNCP: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 200871 (value 5047888; 0.01% of shares outstanding; change 0.00)
Holder of AGNCP: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 219981 (value 5528122; 0.01% of shares outstanding; change 0.06)
Holder of AGNCP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 1587009 (value 39881534; 0.08% of shares outstanding; change -0.03)
Holder of AGNT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 988248 (value 4862180; 0.02% of shares outstanding; change 0.03)
Holder of AGNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2165879 (value 10656124; 0.04% of shares outstanding; change 0.05)
Holder of AGNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1394464 (value 6860762; 0.02% of shares outstanding; change 0.06)
Holder of AGNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3039559 (value 14954630; 0.05% of shares outstanding; change 0.09)
Holder of AGNT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2956990 (value 13690864; 0.05% of shares outstanding; change 0.02)
Holder of AGNT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 867163 (value 4014964; 0.01% of shares outstanding; change 0.01)
Holder of AGNT: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1130457 (value 4572698; 0.02% of shares outstanding; change 0.13)
Holder of AGNT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1003455 (value 4058975; 0.02% of shares outstanding; change 0.02)
Holder of AGNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2247477 (value 9091044; 0.04% of shares outstanding; change 0.04)
Holder of AGNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1426601 (value 5770601; 0.02% of shares outstanding; change 0.02)
Holder of AGNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3039559 (value 12295016; 0.05% of shares outstanding; change 0.00)
Holder of AGNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2235449 (value 10998409; 0.04% of shares outstanding; change 0.02)
Holder of AGNT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 893362 (value 4091597; 0.01% of shares outstanding; change 0.03)
Holder of AGNT: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-04-30: 864123 (value 4000889; 0.01% of shares outstanding; change 0.01)
Holder of AGNT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 2968750 (value 12008593; 0.05% of shares outstanding; change 0.00)
Holder of AGNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5490405 (value 25420575; 0.09% of shares outstanding; change -0.01)
Holder of AGNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2148054 (value 10890634; 0.04% of shares outstanding; change -0.04)
Holder of AGNT: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-05-31: 883648 (value 4480095; 0.01% of shares outstanding; change 0.02)
Holder of AGNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5481342 (value 22172028; 0.09% of shares outstanding; change 0.00)
Holder of AGNT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2168459 (value 8771416; 0.04% of shares outstanding; change 0.01)
Holder of AGNT: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 925847 (value 3745051; 0.02% of shares outstanding; change 0.17)
Holder of AGNT: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-06-30: 1253368 (value 5069873; 0.02% of shares outstanding; change 0.42)
Holder of AGO: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 722840 (value 53641955; 0.02% of shares outstanding; change -0.14)
Holder of AGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 465246 (value 34525905; 0.01% of shares outstanding; change -0.02)
Holder of AGO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 993828 (value 73751974; 0.02% of shares outstanding; change -0.07)
Holder of AGO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 640914 (value 47562227; 0.01% of shares outstanding; change -0.07)
Holder of AGO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1363227 (value 101165074; 0.03% of shares outstanding; change -0.03)
Holder of AGO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 966107 (value 73926504; 0.02% of shares outstanding; change -0.05)
Holder of AGO: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 691840 (value 59055462; 0.02% of shares outstanding; change -0.04)
Holder of AGO: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1108283 (value 94603037; 0.03% of shares outstanding; change 0.04)
Holder of AGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 483434 (value 41265926; 0.01% of shares outstanding; change 0.04)
Holder of AGO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1010063 (value 86218978; 0.02% of shares outstanding; change 0.02)
Holder of AGO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 643169 (value 54900906; 0.01% of shares outstanding; change 0.00)
Holder of AGO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1378958 (value 117707855; 0.03% of shares outstanding; change 0.01)
Holder of AGO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1166776 (value 88173261; 0.03% of shares outstanding; change 0.02)
Holder of AGO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 966107 (value 82466894; 0.02% of shares outstanding; change 0.00)
Holder of AGO: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1021469 (value 78101518; 0.02% of shares outstanding; change 0.01)
Holder of AGO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2647445 (value 202582482; 0.06% of shares outstanding; change 0.02)
Holder of AGO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1200777 (value 100420977; 0.03% of shares outstanding; change 0.03)
Holder of AGO: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1031924 (value 87672262; 0.02% of shares outstanding; change 0.01)
Holder of AGO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2630457 (value 224535811; 0.06% of shares outstanding; change -0.01)
Holder of AGO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1208118 (value 103124953; 0.03% of shares outstanding; change 0.01)
Holder of AGO: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 797256 (value 68053772; 0.02% of shares outstanding; change -0.23)
Holder of AGPU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3685 (value 25684; 0.00% of shares outstanding; change 0.00)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36950 (value 285623; 0.00% of shares outstanding; change 1.56)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3593 (value 27773; 0.00% of shares outstanding; change 0.00)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4072 (value 31476; 0.00% of shares outstanding; change 0.00)
Holder of AGPU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 10567 (value 72383; 0.00% of shares outstanding; change 1.87)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 13997 (value 106097; 0.00% of shares outstanding; change -0.62)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3593 (value 27234; 0.00% of shares outstanding; change 0.00)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4072 (value 30865; 0.00% of shares outstanding; change 0.00)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 12837 (value 87933; 0.00% of shares outstanding; change -0.08)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3593 (value 24612; 0.00% of shares outstanding; change 0.00)
Holder of AGPU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4072 (value 27893; 0.00% of shares outstanding; change 0.00)
Holder of AGRO: Northern Funds-SMALL CAP VALUE FUND
Shares held as of 2025-12-31: 12223 (value 148264; 0.00% of shares outstanding; change -0.06)
Holder of AGRO: FINANCIAL INVESTORS TRUST-ALPS/CoreCommodity Natural Resources ETF
Shares held as of 2026-01-31: 51050 (value 594732; 0.00% of shares outstanding; change -0.19)
Holder of AGRO: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-01-31: 26600 (value 309889; 0.00% of shares outstanding; change 0.00)
Holder of AGRO: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-01-31: 64396 (value 614981; 0.00% of shares outstanding; change 0.00)
Holder of AGRO: Global Macro Portfolio
Shares held as of 2026-01-31: 7000 (value 81549; 0.00% of shares outstanding; change 0.00)
Holder of AGRO: RUSSELL INVESTMENT CO-Tax-Managed Real Assets Fund
Shares held as of 2026-01-31: 13767 (value 160385; 0.00% of shares outstanding; change -0.75)
Holder of AGRO: Hussman Investment Trust-Hussman Strategic Market Cycle Fund
Shares held as of 2026-03-31: 100000 (value 1057999; 0.00% of shares outstanding; change 1.00)
Holder of AGRO: FINANCIAL INVESTORS TRUST-ALPS/CoreCommodity Natural Resources ETF
Shares held as of 2026-04-30: 46227 (value 489081; 0.00% of shares outstanding; change -0.09)
Holder of AGRO: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-04-30: 954665 (value 11121846; 0.01% of shares outstanding; change 0.12)
Holder of AGRO: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-04-30: 41135 (value 435208; 0.00% of shares outstanding; change 0.55)
Holder of AGRO: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-04-30: 64396 (value 681309; 0.00% of shares outstanding; change 0.00)
Holder of AGRO: Global Macro Portfolio
Shares held as of 2026-04-30: 10804 (value 108796; 0.00% of shares outstanding; change 0.54)
Holder of AGRO: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-04-30: 34204 (value 398476; 0.00% of shares outstanding; change 0.00)
Holder of AGRO: RUSSELL INVESTMENT CO-Tax-Managed Real Assets Fund
Shares held as of 2026-04-30: 13767 (value 145654; 0.00% of shares outstanding; change 0.00)
Holder of AGRO: VanEck ETF Trust-VanEck Brazil Small-Cap ETF
Shares held as of 2026-04-30: 8067 (value 93980; 0.00% of shares outstanding; change 0.00)
Holder of AGRO: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 218678 (value 2547598; 0.00% of shares outstanding; change 0.03)
Holder of AGRO: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-05-31: 877048 (value 8831873; 0.01% of shares outstanding; change -0.09)
Holder of AGRO: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-05-31: 34943 (value 351875; 0.00% of shares outstanding; change 0.02)
Holder of AGRO: VanEck ETF Trust-VanEck Brazil Small-Cap ETF
Shares held as of 2026-05-31: 8109 (value 81657; 0.00% of shares outstanding; change 0.01)
Holder of AGRO: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 226582 (value 2397237; 0.00% of shares outstanding; change 0.05)
Holder of AGRO: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-06-30: 909817 (value 9625863; 0.01% of shares outstanding; change 0.04)
Holder of AGRO: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-06-30: 34733 (value 367475; 0.00% of shares outstanding; change -0.01)
Holder of AGRO: Invesco Exchange-Traded Fund Trust-Invesco Food & Beverage ETF
Shares held as of 2026-06-30: 198253 (value 2097516; 0.00% of shares outstanding; change 1.00)
Holder of AGRO: VanEck ETF Trust-VanEck Brazil Small-Cap ETF
Shares held as of 2026-06-30: 12882 (value 136291; 0.00% of shares outstanding; change 0.59)
Holder of AGRZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 13349 (value 3690; 0.00% of shares outstanding; change 0.00)
Holder of AGRZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 13349 (value 4606; 0.00% of shares outstanding; change 0.00)
Holder of AGRZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 13349 (value 4075; 0.00% of shares outstanding; change 0.00)
Holder of AGS.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1667014 (value 105855389; 0.01% of shares outstanding; change 0.02)
Holder of AGS.BR: -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist)
Shares held as of 2026-01-31: 1122148 (value 79953045; 0.01% of shares outstanding; change 0.03)
Holder of AGS.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 666438 (value 46650660; 0.00% of shares outstanding; change 0.00)
Holder of AGS.BR: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 487329 (value 32870339; 0.00% of shares outstanding; change 0.00)
Holder of AGS.BR: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 1217890 (value 82146676; 0.01% of shares outstanding; change 0.05)
Holder of AGS.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2589135 (value 181239450; 0.01% of shares outstanding; change 0.01)
Holder of AGS.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1773571 (value 126366933; 0.01% of shares outstanding; change 0.06)
Holder of AGS.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 666438 (value 47483707; 0.00% of shares outstanding; change 0.00)
Holder of AGS.BR: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 511716 (value 36459765; 0.00% of shares outstanding; change 0.10)
Holder of AGS.BR: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 555062 (value 38854340; 0.00% of shares outstanding; change 0.01)
Holder of AGS.BR: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 1132370 (value 80681362; 0.01% of shares outstanding; change -0.07)
Holder of AGS.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2678740 (value 190860225; 0.01% of shares outstanding; change 0.03)
Holder of AGS.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1069042 (value 75581266; 0.01% of shares outstanding; change 0.02)
Holder of AGS.BR: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 813021 (value 57480582; 0.00% of shares outstanding; change 0.03)
Holder of AGS.BR: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 520864 (value 35132275; 0.00% of shares outstanding; change 0.01)
Holder of AGS.BR: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 561302 (value 39992767; 0.00% of shares outstanding; change 0.01)
Holder of AGS.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1100053 (value 78378776; 0.01% of shares outstanding; change 0.03)
Holder of AGS.BR: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 830223 (value 59153388; 0.00% of shares outstanding; change 0.02)
Holder of AGS.BR: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 520864 (value 37111560; 0.00% of shares outstanding; change 0.00)
Holder of AGX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 148822 (value 99267253; 0.01% of shares outstanding; change 0.02)
Holder of AGX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 409241 (value 272971939; 0.03% of shares outstanding; change 0.00)
Holder of AGX: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 227450 (value 129400850; 0.02% of shares outstanding; change 0.05)
Holder of AGX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 131490 (value 84374502; 0.01% of shares outstanding; change 0.01)
Holder of AGX: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 128478 (value 82441762; 0.01% of shares outstanding; change -0.02)
Holder of AGX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 154918 (value 88135945; 0.01% of shares outstanding; change 0.04)
Holder of AGX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 152108 (value 86537280; 0.01% of shares outstanding; change 1.00)
Holder of AGX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 418584 (value 238140802; 0.03% of shares outstanding; change 0.02)
Holder of AGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 328198 (value 218914636; 0.02% of shares outstanding; change 0.00)
Holder of AGX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 145101 (value 100804562; 0.01% of shares outstanding; change 0.00)
Holder of AGX: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 128478 (value 73093701; 0.01% of shares outstanding; change 0.00)
Holder of AGX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 132843 (value 75577037; 0.01% of shares outstanding; change 0.01)
Holder of AGX: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 630543 (value 438050814; 0.05% of shares outstanding; change -0.16)
Holder of AGX: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 126712 (value 84519440; 0.01% of shares outstanding; change 0.00)
Holder of AGX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 845242 (value 542374880; 0.06% of shares outstanding; change 0.01)
Holder of AGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 316361 (value 229434481; 0.02% of shares outstanding; change -0.04)
Holder of AGX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 144931 (value 105108306; 0.01% of shares outstanding; change 0.00)
Holder of AGX: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 649108 (value 369290512; 0.05% of shares outstanding; change 0.03)
Holder of AGX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 841683 (value 478850277; 0.06% of shares outstanding; change 0.00)
Holder of AGX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 321252 (value 182766682; 0.02% of shares outstanding; change 0.02)
Holder of AGX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 144657 (value 82298257; 0.01% of shares outstanding; change 0.00)
Holder of AGYS: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 276334 (value 23919470; 0.01% of shares outstanding; change -0.32)
Holder of AGYS: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 422586 (value 36579043; 0.02% of shares outstanding; change -0.11)
Holder of AGYS: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 297640 (value 25763717; 0.01% of shares outstanding; change 0.00)
Holder of AGYS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 798660 (value 69132007; 0.03% of shares outstanding; change 0.00)
Holder of AGYS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 666858 (value 65712187; 0.02% of shares outstanding; change 0.03)
Holder of AGYS: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 555324 (value 48596404; 0.02% of shares outstanding; change -0.02)
Holder of AGYS: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 334525 (value 32964093; 0.01% of shares outstanding; change 0.21)
Holder of AGYS: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 448031 (value 44148975; 0.02% of shares outstanding; change 0.06)
Holder of AGYS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 393618 (value 38787118; 0.01% of shares outstanding; change -0.44)
Holder of AGYS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 284281 (value 28013050; 0.01% of shares outstanding; change 0.04)
Holder of AGYS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 808547 (value 79674222; 0.03% of shares outstanding; change 0.01)
Holder of AGYS: WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund
Shares held as of 2026-03-31: 361590 (value 35631078; 0.01% of shares outstanding; change 0.00)
Holder of AGYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 632867 (value 54780965; 0.02% of shares outstanding; change 0.00)
Holder of AGYS: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 555324 (value 54721627; 0.02% of shares outstanding; change 0.00)
Holder of AGYS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1555517 (value 136123295; 0.06% of shares outstanding; change 0.02)
Holder of AGYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 608124 (value 67501764; 0.02% of shares outstanding; change -0.04)
Holder of AGYS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1546103 (value 152352991; 0.05% of shares outstanding; change -0.01)
Holder of AGYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 620563 (value 61150278; 0.02% of shares outstanding; change 0.02)
Holder of AHCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1163628 (value 11787551; 0.01% of shares outstanding; change -0.01)
Holder of AHCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2462171 (value 24941792; 0.02% of shares outstanding; change 0.02)
Holder of AHCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3403634 (value 34478812; 0.03% of shares outstanding; change 0.05)
Holder of AHCO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1320612 (value 12743905; 0.01% of shares outstanding; change 0.15)
Holder of AHCO: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-03-31: 1360300 (value 13779839; 0.01% of shares outstanding; change 0.07)
Holder of AHCO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 4321196 (value 43773715; 0.03% of shares outstanding; change 0.12)
Holder of AHCO: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 1146600 (value 12337416; 0.01% of shares outstanding; change 0.22)
Holder of AHCO: Managed Portfolio Series-Reinhart Genesis PMV Fund
Shares held as of 2026-03-31: 1762700 (value 18966652; 0.01% of shares outstanding; change 0.23)
Holder of AHCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1198803 (value 12899120; 0.01% of shares outstanding; change 0.03)
Holder of AHCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2354821 (value 25337874; 0.02% of shares outstanding; change -0.04)
Holder of AHCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1497101 (value 16108807; 0.01% of shares outstanding; change 0.89)
Holder of AHCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3115734 (value 33525298; 0.02% of shares outstanding; change -0.08)
Holder of AHCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2501598 (value 25341188; 0.02% of shares outstanding; change 0.00)
Holder of AHCO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1569990 (value 16893092; 0.01% of shares outstanding; change 0.19)
Holder of AHCO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 4246596 (value 40979649; 0.03% of shares outstanding; change -0.02)
Holder of AHCO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6545709 (value 63166089; 0.05% of shares outstanding; change 0.02)
Holder of AHCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2422672 (value 24880842; 0.02% of shares outstanding; change -0.03)
Holder of AHCO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 4159396 (value 44755101; 0.03% of shares outstanding; change -0.02)
Holder of AHCO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6503832 (value 69981233; 0.05% of shares outstanding; change -0.01)
Holder of AHCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2445727 (value 26316023; 0.02% of shares outstanding; change 0.01)
Holder of AHG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 14973 (value 20063; 0.00% of shares outstanding; change 0.00)
Holder of AHG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14973 (value 22309; 0.00% of shares outstanding; change 0.00)
Holder of AHG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14973 (value 22609; 0.00% of shares outstanding; change 0.00)
Holder of AHLA.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 7067500 (value 761876521; 0.00% of shares outstanding; change -0.09)
Holder of AHLA.DE: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-01-31: 1817868 (value 195966175; 0.00% of shares outstanding; change 0.38)
Holder of AHLA.DE: Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd.
Shares held as of 2026-02-28: 2030000 (value 201782003; 0.00% of shares outstanding; change 0.05)
Holder of AHLA.DE: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 7067500 (value 702509510; 0.00% of shares outstanding; change 0.00)
Holder of AHLA.DE: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-03-31: 2167200 (value 233624166; 0.00% of shares outstanding; change -0.08)
Holder of AHLA.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 1476454 (value 159161745; 0.00% of shares outstanding; change -0.13)
Holder of AHLA.DE: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 7482837 (value 743794009; 0.00% of shares outstanding; change 0.00)
Holder of AHLA.DE: New World Fund Inc
Shares held as of 2026-03-31: 2076370 (value 223832692; 0.00% of shares outstanding; change -0.13)
Holder of AHLA.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 11215317 (value 1114802526; 0.00% of shares outstanding; change -0.01)
Holder of AHLA.DE: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 3479976 (value 345909619; 0.00% of shares outstanding; change -0.01)
Holder of AHLA.DE: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 1700074 (value 183267982; 0.00% of shares outstanding; change -0.03)
Holder of AHLA.DE: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-04-30: 1525286 (value 151613430; 0.00% of shares outstanding; change -0.16)
Holder of AHLA.DE: New World Fund Inc
Shares held as of 2026-04-30: 1976688 (value 198854809; 0.00% of shares outstanding; change -0.05)
Holder of AHLA.DE: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-05-31: 2215700 (value 220240583; 0.00% of shares outstanding; change -0.06)
Holder of AHLA.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 1740454 (value 173001130; 0.00% of shares outstanding; change 0.02)
Holder of AHLA.DE: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 1711903 (value 170163160; 0.00% of shares outstanding; change 0.01)
Holder of AHLA.DE: New World Fund Inc
Shares held as of 2026-06-30: 2118575 (value 210586358; 0.00% of shares outstanding; change 0.07)
Holder of AHMA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6413 (value 6605; 0.00% of shares outstanding; change 0.00)
Holder of AHMA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6413 (value 10902; 0.00% of shares outstanding; change 0.00)
Holder of AHMA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6413 (value 10196; 0.00% of shares outstanding; change 0.00)
Holder of AHOG.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8477341 (value 302217219; 0.01% of shares outstanding; change 0.01)
Holder of AHOG.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 4003663 (value 142730592; 0.00% of shares outstanding; change 0.00)
Holder of AHOG.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 3300637 (value 117667714; 0.00% of shares outstanding; change 0.08)
Holder of AHOG.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 15461494 (value 551202284; 0.02% of shares outstanding; change 0.02)
Holder of AHOG.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13149933 (value 468795131; 0.01% of shares outstanding; change 0.00)
Holder of AHOG.DE: Bernstein Fund Inc-International Strategic Equities Portfolio
Shares held as of 2026-03-31: 3382376 (value 113715477; 0.00% of shares outstanding; change 1.00)
Holder of AHOG.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 3278983 (value 116895748; 0.00% of shares outstanding; change 0.00)
Holder of AHOG.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-03-31: 2570680 (value 91644745; 0.00% of shares outstanding; change 0.00)
Holder of AHOG.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 8675901 (value 291683782; 0.01% of shares outstanding; change 0.02)
Holder of AHOG.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 4003663 (value 134603145; 0.00% of shares outstanding; change 0.00)
Holder of AHOG.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 3667476 (value 123300539; 0.00% of shares outstanding; change 0.11)
Holder of AHOG.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 15461494 (value 519815411; 0.02% of shares outstanding; change 0.00)
Holder of AHOG.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13110001 (value 440758219; 0.01% of shares outstanding; change 0.00)
Holder of AHOG.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 6377234 (value 227348401; 0.01% of shares outstanding; change 0.01)
Holder of AHOG.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3101453 (value 110566804; 0.00% of shares outstanding; change 0.00)
Holder of AHOG.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3352834 (value 112722275; 0.00% of shares outstanding; change 0.01)
Holder of AHOG.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 2651695 (value 89149983; 0.00% of shares outstanding; change -0.01)
Holder of AHOG.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 6462704 (value 217276101; 0.01% of shares outstanding; change 0.01)
Holder of AHOG.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3112287 (value 104635085; 0.00% of shares outstanding; change 0.00)
Holder of AHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1905476 (value 93158720; 0.01% of shares outstanding; change 0.06)