speb/financial-data huggingface dataset:
Holder of ACP: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 23877 (value 127980; 0.00% of shares outstanding; change 0.00)
Holder of ACP: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 46992 (value 247647; 0.00% of shares outstanding; change 0.39)
Holder of ACP: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 13041 (value 68726; 0.00% of shares outstanding; change 0.18)
Holder of ACP: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 107762 (value 565750; 0.00% of shares outstanding; change 0.11)
Holder of ACP: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 3409110 (value 17386460; 0.03% of shares outstanding; change -0.04)
Holder of ACP: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 48060 (value 245105; 0.00% of shares outstanding; change 0.01)
Holder of ACP: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 30025 (value 153127; 0.00% of shares outstanding; change 0.11)
Holder of ACP: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 13135 (value 66988; 0.00% of shares outstanding; change 0.22)
Holder of ACP: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 23877 (value 121772; 0.00% of shares outstanding; change 0.00)
Holder of ACP: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 35966 (value 187382; 0.00% of shares outstanding; change -0.20)
Holder of ACP: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 51812 (value 264241; 0.00% of shares outstanding; change 0.10)
Holder of ACP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 127745 (value 673216; 0.00% of shares outstanding; change 0.06)
Holder of ACP: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 15907 (value 81125; 0.00% of shares outstanding; change 0.22)
Holder of ACP: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 119443 (value 609159; 0.00% of shares outstanding; change 0.11)
Holder of ACP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 127745 (value 659164; 0.00% of shares outstanding; change 0.00)
Holder of ACP: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 116920 (value 596291; 0.00% of shares outstanding; change -0.08)
Holder of ACR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 58975 (value 1203089; 0.01% of shares outstanding; change 0.00)
Holder of ACR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 239441 (value 4884596; 0.03% of shares outstanding; change 0.00)
Holder of ACR: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 15291 (value 253983; 0.00% of shares outstanding; change 0.00)
Holder of ACR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 59858 (value 994241; 0.01% of shares outstanding; change 0.00)
Holder of ACR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 30398 (value 536524; 0.00% of shares outstanding; change 0.01)
Holder of ACR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36677 (value 681825; 0.01% of shares outstanding; change 0.21)
Holder of ACR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 58975 (value 1040908; 0.01% of shares outstanding; change 0.00)
Holder of ACR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 239441 (value 4226133; 0.03% of shares outstanding; change 0.00)
Holder of ACR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 15209 (value 282735; 0.00% of shares outstanding; change -0.08)
Holder of ACR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 146631 (value 2991272; 0.02% of shares outstanding; change 0.01)
Holder of ACR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 45194 (value 921957; 0.01% of shares outstanding; change 0.00)
Holder of ACR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36544 (value 650117; 0.01% of shares outstanding; change 0.00)
Holder of ACR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 59754 (value 1054658; 0.01% of shares outstanding; change 0.00)
Holder of ACR: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 13173 (value 232503; 0.00% of shares outstanding; change -0.14)
Holder of ACR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 15309 (value 266835; 0.00% of shares outstanding; change 0.01)
Holder of ACR: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 71450 (value 1291101; 0.01% of shares outstanding; change 0.00)
Holder of ACR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 140956 (value 2547074; 0.02% of shares outstanding; change -0.04)
Holder of ACR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 44684 (value 807439; 0.01% of shares outstanding; change -0.01)
Holder of ACR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 33221 (value 586350; 0.00% of shares outstanding; change -0.09)
Holder of ACR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 15729 (value 277616; 0.00% of shares outstanding; change 0.03)
Holder of ACR: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 72678 (value 1282766; 0.01% of shares outstanding; change 0.02)
Holder of ACR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 142281 (value 2511259; 0.02% of shares outstanding; change 0.01)
Holder of ACR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 45058 (value 795273; 0.01% of shares outstanding; change 0.01)
Holder of ACR.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2082475 (value 94981686; 0.01% of shares outstanding; change 0.02)
Holder of ACR.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3239217 (value 147740689; 0.01% of shares outstanding; change 0.01)
Holder of ACR.DE: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 1549851 (value 74082876; 0.01% of shares outstanding; change -0.06)
Holder of ACR.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 1233443 (value 57737468; 0.01% of shares outstanding; change 0.18)
Holder of ACR.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 5746304 (value 274673326; 0.02% of shares outstanding; change -0.02)
Holder of ACR.DE: Income Fund of America
Shares held as of 2026-03-31: 1294017 (value 59020116; 0.01% of shares outstanding; change 0.00)
Holder of ACR.DE: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-03-31: 1313712 (value 62795432; 0.01% of shares outstanding; change 1.00)
Holder of ACR.DE: John Hancock Funds III-International Growth Fund
Shares held as of 2026-03-31: 1727937 (value 78811207; 0.01% of shares outstanding; change 0.00)
Holder of ACR.DE: VANGUARD HORIZON FUNDS-Vanguard International Core Stock Fund
Shares held as of 2026-03-31: 1730595 (value 82722439; 0.01% of shares outstanding; change 0.33)
Holder of ACR.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2041229 (value 97570744; 0.01% of shares outstanding; change -0.02)
Holder of ACR.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 1744060 (value 83366066; 0.01% of shares outstanding; change 1.02)
Holder of ACR.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3098524 (value 148109444; 0.01% of shares outstanding; change -0.04)
Holder of ACR.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1324059 (value 60390331; 0.01% of shares outstanding; change 0.01)
Holder of ACR.DE: John Hancock Funds III-International Growth Fund
Shares held as of 2026-05-31: 1235763 (value 59069470; 0.01% of shares outstanding; change 0.00)
Holder of ACR.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1334099 (value 63769931; 0.01% of shares outstanding; change 0.01)
Holder of ACR.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 1233443 (value 58958574; 0.01% of shares outstanding; change 0.00)
Holder of ACRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 591998 (value 2924470; 0.01% of shares outstanding; change -0.10)
Holder of ACRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1622773 (value 8016498; 0.03% of shares outstanding; change 0.00)
Holder of ACRE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 531120 (value 2453774; 0.01% of shares outstanding; change 0.01)
Holder of ACRE: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 261063 (value 1187836; 0.00% of shares outstanding; change 0.01)
Holder of ACRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 346431 (value 1728690; 0.01% of shares outstanding; change 0.17)
Holder of ACRE: HOTCHKIS & WILEY Fd.S/DE/-Hotchkis & Wiley Small Cap Diversified Value
Shares held as of 2026-03-31: 280900 (value 1278095; 0.01% of shares outstanding; change -0.13)
Holder of ACRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 644169 (value 2930969; 0.01% of shares outstanding; change 0.09)
Holder of ACRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1622773 (value 7383617; 0.03% of shares outstanding; change 0.00)
Holder of ACRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1336476 (value 6602191; 0.02% of shares outstanding; change 0.02)
Holder of ACRE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 467408 (value 2308995; 0.01% of shares outstanding; change 0.00)
Holder of ACRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 345170 (value 1553265; 0.01% of shares outstanding; change 0.00)
Holder of ACRE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 537592 (value 2446043; 0.01% of shares outstanding; change 0.01)
Holder of ACRE: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-04-30: 615535 (value 3071519; 0.01% of shares outstanding; change -0.01)
Holder of ACRE: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 622945 (value 2821940; 0.01% of shares outstanding; change 0.00)
Holder of ACRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1284266 (value 5817725; 0.02% of shares outstanding; change -0.04)
Holder of ACRE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 462068 (value 2093168; 0.01% of shares outstanding; change -0.01)
Holder of ACRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 317342 (value 1443906; 0.01% of shares outstanding; change -0.08)
Holder of ACRE: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-05-31: 621515 (value 2753311; 0.01% of shares outstanding; change 0.01)
Holder of ACRE: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 634570 (value 2887293; 0.01% of shares outstanding; change 0.02)
Holder of ACRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1296456 (value 5898875; 0.02% of shares outstanding; change 0.01)
Holder of ACRE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 465984 (value 2120227; 0.01% of shares outstanding; change 0.01)
Holder of ACRE: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-06-30: 599627 (value 2728302; 0.01% of shares outstanding; change -0.04)
Holder of ACRS: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2025-12-31: 321579 (value 1463184; 0.00% of shares outstanding; change 1.00)
Holder of ACRS: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2025-12-31: 592568 (value 2696184; 0.00% of shares outstanding; change 0.00)
Holder of ACRS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1102418 (value 5016002; 0.01% of shares outstanding; change -0.10)
Holder of ACRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3167545 (value 14412330; 0.02% of shares outstanding; change 0.00)
Holder of ACRS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 897463 (value 4038583; 0.01% of shares outstanding; change 0.00)
Holder of ACRS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 455917 (value 2384445; 0.00% of shares outstanding; change 0.07)
Holder of ACRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 528245 (value 2303148; 0.00% of shares outstanding; change 0.02)
Holder of ACRS: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2026-03-31: 280173 (value 1599787; 0.00% of shares outstanding; change -0.13)
Holder of ACRS: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 592568 (value 3099130; 0.00% of shares outstanding; change 0.00)
Holder of ACRS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1096528 (value 5734841; 0.01% of shares outstanding; change -0.01)
Holder of ACRS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3969645 (value 20761243; 0.03% of shares outstanding; change 0.25)
Holder of ACRS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 766012 (value 3485354; 0.01% of shares outstanding; change 0.10)
Holder of ACRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2271724 (value 10336344; 0.02% of shares outstanding; change 0.02)
Holder of ACRS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 804808 (value 3661876; 0.01% of shares outstanding; change 0.01)
Holder of ACRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 526323 (value 2784248; 0.00% of shares outstanding; change 0.00)
Holder of ACRS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 907983 (value 4748751; 0.01% of shares outstanding; change 0.01)
Holder of ACRS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 754868 (value 4144225; 0.01% of shares outstanding; change -0.01)
Holder of ACRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2182740 (value 11983242; 0.02% of shares outstanding; change -0.04)
Holder of ACRS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 795628 (value 4367997; 0.01% of shares outstanding; change -0.01)
Holder of ACRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 506345 (value 2648184; 0.00% of shares outstanding; change -0.04)
Holder of ACRS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 765579 (value 4003978; 0.01% of shares outstanding; change 0.01)
Holder of ACRS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2203516 (value 11524388; 0.02% of shares outstanding; change 0.01)
Holder of ACRS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 802360 (value 4196342; 0.01% of shares outstanding; change 0.01)
Holder of ACRS: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 723948 (value 3786248; 0.01% of shares outstanding; change 1.00)
Holder of ACRV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 154077 (value 246523; 0.00% of shares outstanding; change 0.27)
Holder of ACRV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 413641 (value 661825; 0.01% of shares outstanding; change 0.02)
Holder of ACRV: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 19157 (value 30651; 0.00% of shares outstanding; change 1.00)
Holder of ACRV: Nationwide Mutual Funds-Nationwide Bailard Cognitive Value Fund
Shares held as of 2026-01-31: 29799 (value 46784; 0.00% of shares outstanding; change 1.00)
Holder of ACRV: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 116000 (value 185600; 0.00% of shares outstanding; change 1.00)
Holder of ACRV: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 38000 (value 60800; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 3569 (value 5710; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 125438 (value 179376; 0.00% of shares outstanding; change 0.14)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 18053 (value 25815; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 27696 (value 39605; 0.00% of shares outstanding; change 0.12)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 24809 (value 35476; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 176494 (value 282390; 0.00% of shares outstanding; change 0.15)
Holder of ACRV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 545541 (value 872865; 0.01% of shares outstanding; change 0.32)
Holder of ACRV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 45169 (value 64591; 0.00% of shares outstanding; change -0.01)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 124982 (value 222467; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 18053 (value 32134; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 27696 (value 49298; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 24809 (value 44160; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 45466 (value 93205; 0.00% of shares outstanding; change 0.01)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 111335 (value 178136; 0.00% of shares outstanding; change -0.11)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 18053 (value 28884; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 27696 (value 44313; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 24809 (value 39694; 0.00% of shares outstanding; change 0.00)
Holder of ACRV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 44872 (value 71795; 0.00% of shares outstanding; change -0.01)
Holder of ACS.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1680603 (value 206546111; 0.01% of shares outstanding; change 0.02)
Holder of ACS.MC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 782793 (value 100745456; 0.00% of shares outstanding; change -0.02)
Holder of ACS.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 443574 (value 57886407; 0.00% of shares outstanding; change 0.01)
Holder of ACS.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 395680 (value 51636240; 0.00% of shares outstanding; change 0.02)
Holder of ACS.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2615656 (value 336634919; 0.01% of shares outstanding; change 0.01)
Holder of ACS.MC: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 377622 (value 48599950; 0.00% of shares outstanding; change 0.01)
Holder of ACS.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 651758 (value 80101059; 0.00% of shares outstanding; change 0.01)
Holder of ACS.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1726496 (value 198029085; 0.01% of shares outstanding; change 0.03)
Holder of ACS.MC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 786649 (value 90228637; 0.00% of shares outstanding; change 0.00)
Holder of ACS.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 659618 (value 84892834; 0.00% of shares outstanding; change 0.01)
Holder of ACS.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 434960 (value 49889910; 0.00% of shares outstanding; change -0.02)
Holder of ACS.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 412663 (value 47332444; 0.00% of shares outstanding; change 0.04)
Holder of ACS.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2615724 (value 300023534; 0.01% of shares outstanding; change 0.00)
Holder of ACS.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1291861 (value 160319948; 0.00% of shares outstanding; change 0.00)
Holder of ACS.MC: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 619326 (value 80822043; 0.00% of shares outstanding; change 0.01)
Holder of ACS.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-04-30: 596596 (value 76781903; 0.00% of shares outstanding; change -0.01)
Holder of ACS.MC: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-05-31: 1288915 (value 147838546; 0.00% of shares outstanding; change 1.00)
Holder of ACS.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 667065 (value 76512353; 0.00% of shares outstanding; change 0.01)
Holder of ACS.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1300881 (value 149211046; 0.00% of shares outstanding; change 0.01)
Holder of ACS.MC: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 619326 (value 71036690; 0.00% of shares outstanding; change 0.00)
Holder of ACS.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-05-31: 501628 (value 57536730; 0.00% of shares outstanding; change -0.16)
Holder of ACT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 309893 (value 12950428; 0.00% of shares outstanding; change -0.03)
Holder of ACT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 656326 (value 27427864; 0.00% of shares outstanding; change -0.06)
Holder of ACT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 422556 (value 17658615; 0.00% of shares outstanding; change -0.06)
Holder of ACT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 923771 (value 38604390; 0.01% of shares outstanding; change 0.01)
Holder of ACT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 710891 (value 30134669; 0.01% of shares outstanding; change 0.00)
Holder of ACT: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 398890 (value 18233261; 0.00% of shares outstanding; change 0.05)
Holder of ACT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 320774 (value 14999391; 0.00% of shares outstanding; change 0.04)
Holder of ACT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 666669 (value 31173441; 0.00% of shares outstanding; change 0.02)
Holder of ACT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 424129 (value 19832271; 0.00% of shares outstanding; change 0.00)
Holder of ACT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 923771 (value 43195530; 0.01% of shares outstanding; change 0.00)
Holder of ACT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 696967 (value 29126251; 0.01% of shares outstanding; change -0.05)
Holder of ACT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 812193 (value 33941546; 0.01% of shares outstanding; change 0.04)
Holder of ACT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 767669 (value 35896201; 0.01% of shares outstanding; change 0.08)
Holder of ACT: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 426207 (value 19929438; 0.00% of shares outstanding; change 0.07)
Holder of ACT: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1147674 (value 48672854; 0.01% of shares outstanding; change 0.01)
Holder of ACT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1761699 (value 74678419; 0.01% of shares outstanding; change 0.02)
Holder of ACT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 669727 (value 30599825; 0.00% of shares outstanding; change -0.04)
Holder of ACT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 838145 (value 38294843; 0.01% of shares outstanding; change 0.03)
Holder of ACT: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1159455 (value 53937847; 0.01% of shares outstanding; change 0.01)
Holder of ACT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1750235 (value 81840985; 0.01% of shares outstanding; change -0.01)
Holder of ACT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 687768 (value 32160030; 0.00% of shares outstanding; change 0.03)
Holder of ACT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 863604 (value 40382121; 0.01% of shares outstanding; change 0.03)
Holder of ACT: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 1162236 (value 54346153; 0.01% of shares outstanding; change 0.00)
Holder of ACTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 388025 (value 1804316; 0.00% of shares outstanding; change -0.07)
Holder of ACTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1164521 (value 5415022; 0.01% of shares outstanding; change -0.13)
Holder of ACTG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 352612 (value 1713694; 0.00% of shares outstanding; change 0.07)
Holder of ACTG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 376006 (value 1827389; 0.00% of shares outstanding; change 0.00)
Holder of ACTG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 365447 (value 1776072; 0.00% of shares outstanding; change -0.08)
Holder of ACTG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 380027 (value 1770925; 0.00% of shares outstanding; change 0.00)
Holder of ACTG: ETF Opportunities Trust-Formidable ETF
Shares held as of 2026-03-31: 437428 (value 2038414; 0.00% of shares outstanding; change 0.00)
Holder of ACTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 388025 (value 1808196; 0.00% of shares outstanding; change 0.00)
Holder of ACTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1164521 (value 5426667; 0.01% of shares outstanding; change 0.00)
Holder of ACTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 834573 (value 3880764; 0.01% of shares outstanding; change 0.08)
Holder of ACTG: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 491086 (value 2288460; 0.01% of shares outstanding; change 0.00)
Holder of ACTG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 481599 (value 2224987; 0.01% of shares outstanding; change 0.11)
Holder of ACTG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 360022 (value 1677702; 0.00% of shares outstanding; change 0.02)
Holder of ACTG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 450359 (value 2098672; 0.00% of shares outstanding; change 0.20)
Holder of ACTG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 365447 (value 1702982; 0.00% of shares outstanding; change 0.00)
Holder of ACTG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 379142 (value 1766801; 0.00% of shares outstanding; change 0.00)
Holder of ACTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 801885 (value 3608482; 0.01% of shares outstanding; change -0.04)
Holder of ACTG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 563297 (value 2534836; 0.01% of shares outstanding; change 0.17)
Holder of ACTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 809517 (value 3772349; 0.01% of shares outstanding; change 0.01)
Holder of ACTG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 612777 (value 2855540; 0.01% of shares outstanding; change 0.09)
Holder of ACTU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 106405 (value 214938; 0.00% of shares outstanding; change 1.45)
Holder of ACTU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 287385 (value 580517; 0.01% of shares outstanding; change 0.58)
Holder of ACTU: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 23841 (value 49350; 0.00% of shares outstanding; change 0.61)
Holder of ACTU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 92811 (value 192118; 0.00% of shares outstanding; change 0.00)
Holder of ACTU: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 46555 (value 54934; 0.00% of shares outstanding; change 0.53)
Holder of ACTU: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 30982 (value 36558; 0.00% of shares outstanding; change 0.00)
Holder of ACTU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 57409 (value 107928; 0.00% of shares outstanding; change 0.22)
Holder of ACTU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 106405 (value 125557; 0.00% of shares outstanding; change 0.00)
Holder of ACTU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 287385 (value 339114; 0.01% of shares outstanding; change 0.00)
Holder of ACTU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 22400 (value 42111; 0.00% of shares outstanding; change -0.18)
Holder of ACTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 186339 (value 376404; 0.01% of shares outstanding; change 0.02)
Holder of ACTU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 57200 (value 87515; 0.00% of shares outstanding; change 0.00)
Holder of ACTU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 92560 (value 109220; 0.00% of shares outstanding; change 0.00)
Holder of ACTU: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 19146 (value 22592; 0.00% of shares outstanding; change -0.20)
Holder of ACTU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 27692 (value 34061; 0.00% of shares outstanding; change 0.24)
Holder of ACTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 179075 (value 250704; 0.01% of shares outstanding; change -0.04)
Holder of ACTU: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 74493 (value 104290; 0.00% of shares outstanding; change 0.00)
Holder of ACTU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 51919 (value 61264; 0.00% of shares outstanding; change -0.09)
Holder of ACTU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 27330 (value 32249; 0.00% of shares outstanding; change -0.01)
Holder of ACTU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 180771 (value 213309; 0.01% of shares outstanding; change 0.01)
Holder of ACTU: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 73725 (value 86995; 0.00% of shares outstanding; change -0.01)
Holder of ACU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 37139 (value 1567265; 0.01% of shares outstanding; change 0.00)
Holder of ACU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 99084 (value 4181344; 0.03% of shares outstanding; change 0.00)
Holder of ACU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 30908 (value 1402605; 0.01% of shares outstanding; change 0.00)
Holder of ACU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 32637 (value 1481067; 0.01% of shares outstanding; change 0.00)
Holder of ACU: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 81000 (value 4369139; 0.02% of shares outstanding; change 0.00)
Holder of ACU: NORTHERN LIGHTS FUND TRUST II-North Star Opportunity Fund
Shares held as of 2026-02-28: 62800 (value 3387431; 0.02% of shares outstanding; change 0.00)
Holder of ACU: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 60998 (value 3290232; 0.02% of shares outstanding; change -0.02)
Holder of ACU: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 66045 (value 3562467; 0.02% of shares outstanding; change 0.00)
Holder of ACU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 37139 (value 2003277; 0.01% of shares outstanding; change 0.00)
Holder of ACU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 100718 (value 5432728; 0.03% of shares outstanding; change 0.02)
Holder of ACU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 69629 (value 2938343; 0.02% of shares outstanding; change 0.02)
Holder of ACU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 37449 (value 1637644; 0.01% of shares outstanding; change 0.00)
Holder of ACU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 30908 (value 1667177; 0.01% of shares outstanding; change 0.00)
Holder of ACU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 32792 (value 1768800; 0.01% of shares outstanding; change 0.00)
Holder of ACU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 66905 (value 3145203; 0.02% of shares outstanding; change -0.04)
Holder of ACU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 37411 (value 1758691; 0.01% of shares outstanding; change 0.00)
Holder of ACU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 67541 (value 3643161; 0.02% of shares outstanding; change 0.01)
Holder of ACU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 37346 (value 2014443; 0.01% of shares outstanding; change 0.00)
Holder of ACV: Cornerstone Strategic Investment Fund , Inc.
Shares held as of 2025-09-30: 7400 (value 198172; 0.00% of shares outstanding; change 1.00)
Holder of ACVA: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 1270866 (value 8349589; 0.01% of shares outstanding; change -0.11)
Holder of ACVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1848903 (value 12147293; 0.01% of shares outstanding; change 0.00)
Holder of ACVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2090795 (value 13736523; 0.01% of shares outstanding; change -0.04)
Holder of ACVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3717085 (value 24421249; 0.02% of shares outstanding; change -0.04)
Holder of ACVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5133250 (value 33725453; 0.03% of shares outstanding; change 0.01)
Holder of ACVA: CRM Mutual Fund Trust-CRM LONG/SHORT OPPORTUNITIES FUND
Shares held as of 2026-01-31: 1034160 (value 6701356; 0.01% of shares outstanding; change 0.51)
Holder of ACVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1642365 (value 10642525; 0.01% of shares outstanding; change 0.01)
Holder of ACVA: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 834511 (value 6000134; 0.00% of shares outstanding; change 0.01)
Holder of ACVA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 832433 (value 5002922; 0.00% of shares outstanding; change 0.01)
Holder of ACVA: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1125508 (value 8700176; 0.01% of shares outstanding; change 3.38)
Holder of ACVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 908306 (value 5141011; 0.01% of shares outstanding; change 0.00)
Holder of ACVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1925046 (value 14880605; 0.01% of shares outstanding; change 0.04)
Holder of ACVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2149214 (value 16613424; 0.01% of shares outstanding; change 0.03)
Holder of ACVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3827912 (value 29589759; 0.02% of shares outstanding; change 0.03)
Holder of ACVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5133250 (value 39680022; 0.03% of shares outstanding; change 0.00)
Holder of ACVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4106871 (value 26982143; 0.02% of shares outstanding; change 0.00)
Holder of ACVA: CRM Mutual Fund Trust-CRM LONG/SHORT OPPORTUNITIES FUND
Shares held as of 2026-04-30: 982829 (value 7597268; 0.01% of shares outstanding; change -0.05)
Holder of ACVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1660301 (value 12834126; 0.01% of shares outstanding; change 0.01)
Holder of ACVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3946155 (value 29319930; 0.02% of shares outstanding; change -0.04)
Holder of ACVA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1388409 (value 10315878; 0.01% of shares outstanding; change 0.00)
Holder of ACVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 845564 (value 6299451; 0.00% of shares outstanding; change 0.33)
Holder of ACVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3983679 (value 30793838; 0.02% of shares outstanding; change 0.01)
Holder of ACVA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1374097 (value 10621769; 0.01% of shares outstanding; change -0.01)
Holder of ACVA: Brown Advisory Funds-Brown Advisory Small-Cap Growth Fund
Shares held as of 2026-06-30: 1126695 (value 8709352; 0.01% of shares outstanding; change 0.59)
Holder of ACXP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 7075 (value 14008; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 16309 (value 27399; 0.00% of shares outstanding; change 0.42)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 146 (value 245; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2978 (value 5003; 0.00% of shares outstanding; change 2.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1001 (value 1681; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 31099 (value 44160; 0.01% of shares outstanding; change 3.40)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 16250 (value 25187; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 146 (value 226; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2978 (value 4615; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1001 (value 1551; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16250 (value 23074; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 146 (value 207; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2978 (value 4228; 0.00% of shares outstanding; change 0.00)
Holder of ACXP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1001 (value 1421; 0.00% of shares outstanding; change 0.00)
Holder of AD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 364067 (value 18516447; 0.01% of shares outstanding; change -0.04)
Holder of AD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 234413 (value 11922245; 0.00% of shares outstanding; change -0.04)
Holder of AD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 485910 (value 24713382; 0.01% of shares outstanding; change -0.02)
Holder of AD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 557445 (value 21662313; 0.01% of shares outstanding; change 0.00)
Holder of AD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 400863 (value 15577536; 0.01% of shares outstanding; change 0.00)
Holder of AD: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 260590 (value 9448992; 0.00% of shares outstanding; change 0.00)
Holder of AD: abrdn Total Dynamic Dividend Fund
Shares held as of 2026-01-31: 236900 (value 9205934; 0.00% of shares outstanding; change 0.11)
Holder of AD: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 194500 (value 6784160; 0.00% of shares outstanding; change 0.00)
Holder of AD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 161240 (value 5624051; 0.00% of shares outstanding; change 0.04)
Holder of AD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 367708 (value 12825655; 0.01% of shares outstanding; change 0.01)
Holder of AD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 235272 (value 8206287; 0.00% of shares outstanding; change 0.00)
Holder of AD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 503310 (value 17555453; 0.01% of shares outstanding; change 0.04)
Holder of AD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 589292 (value 29930141; 0.01% of shares outstanding; change 0.08)
Holder of AD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 557445 (value 19443682; 0.01% of shares outstanding; change 0.00)
Holder of AD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 400863 (value 13982101; 0.01% of shares outstanding; change 0.00)
Holder of AD: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 260590 (value 9089379; 0.00% of shares outstanding; change 0.00)
Holder of AD: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-04-30: 214145 (value 8728549; 0.00% of shares outstanding; change 0.57)
Holder of AD: abrdn Total Dynamic Dividend Fund
Shares held as of 2026-04-30: 165300 (value 5765664; 0.00% of shares outstanding; change -0.30)
Holder of AD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 630035 (value 22032324; 0.01% of shares outstanding; change 0.07)
Holder of AD: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-05-31: 234626 (value 8150907; 0.00% of shares outstanding; change 0.10)
Holder of AD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 674876 (value 23539675; 0.01% of shares outstanding; change 0.07)
Holder of AD.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8477341 (value 303912661; 0.01% of shares outstanding; change 0.01)
Holder of AD.AS: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 4003663 (value 138566778; 0.00% of shares outstanding; change 0.00)
Holder of AD.AS: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 3300637 (value 114235048; 0.00% of shares outstanding; change 0.08)
Holder of AD.AS: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 15461494 (value 535122316; 0.02% of shares outstanding; change 0.02)
Holder of AD.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13149933 (value 463140656; 0.01% of shares outstanding; change 0.00)
Holder of AD.AS: Bernstein Fund Inc-International Strategic Equities Portfolio
Shares held as of 2026-03-31: 3382376 (value 120987591; 0.00% of shares outstanding; change 1.00)
Holder of AD.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 8675901 (value 310336982; 0.01% of shares outstanding; change 0.02)