speb/financial-data huggingface dataset:
Holder of AENT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 27515 (value 153258; 0.00% of shares outstanding; change 0.00)
Holder of AENT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 29102 (value 169955; 0.00% of shares outstanding; change 0.06)
Holder of AENT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 29102 (value 171992; 0.00% of shares outstanding; change 0.00)
Holder of AEO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1697334 (value 26817877; 0.01% of shares outstanding; change -0.01)
Holder of AEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3458062 (value 54637380; 0.02% of shares outstanding; change -0.06)
Holder of AEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2229900 (value 35232420; 0.01% of shares outstanding; change -0.06)
Holder of AEO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4713881 (value 74479320; 0.03% of shares outstanding; change -0.05)
Holder of AEO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1562423 (value 27826752; 0.01% of shares outstanding; change 0.01)
Holder of AEO: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 2007600 (value 33004945; 0.01% of shares outstanding; change 0.10)
Holder of AEO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1759877 (value 29917909; 0.01% of shares outstanding; change 0.04)
Holder of AEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3521519 (value 59865823; 0.02% of shares outstanding; change 0.02)
Holder of AEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2239972 (value 38079524; 0.01% of shares outstanding; change 0.00)
Holder of AEO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4822418 (value 81981106; 0.03% of shares outstanding; change 0.02)
Holder of AEO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3901960 (value 61650968; 0.02% of shares outstanding; change 0.00)
Holder of AEO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 5312445 (value 87336598; 0.03% of shares outstanding; change -0.09)
Holder of AEO: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 2020900 (value 34355300; 0.01% of shares outstanding; change 0.01)
Holder of AEO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1706578 (value 29011826; 0.01% of shares outstanding; change 0.70)
Holder of AEO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1579200 (value 26846400; 0.01% of shares outstanding; change 0.01)
Holder of AEO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1441935 (value 25680861; 0.01% of shares outstanding; change 0.01)
Holder of AEO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9608970 (value 171135750; 0.06% of shares outstanding; change 0.02)
Holder of AEO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3763755 (value 62101957; 0.02% of shares outstanding; change -0.04)
Holder of AEO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 5168808 (value 85285332; 0.03% of shares outstanding; change -0.03)
Holder of AEO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 9555310 (value 162440270; 0.06% of shares outstanding; change -0.01)
Holder of AEO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3814784 (value 64851328; 0.02% of shares outstanding; change 0.01)
Holder of AEO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 5268883 (value 89571011; 0.03% of shares outstanding; change 0.02)
Holder of AEON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 90529 (value 68503; 0.00% of shares outstanding; change 0.00)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 47709 (value 34431; 0.00% of shares outstanding; change 0.16)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11192 (value 8077; 0.00% of shares outstanding; change 0.00)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 3072 (value 2217; 0.00% of shares outstanding; change 0.00)
Holder of AEON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 90529 (value 22695; 0.00% of shares outstanding; change 0.00)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 47535 (value 34191; 0.00% of shares outstanding; change 0.00)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11192 (value 8050; 0.00% of shares outstanding; change 0.00)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 3072 (value 2209; 0.00% of shares outstanding; change 0.00)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 47535 (value 11917; 0.00% of shares outstanding; change 0.00)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 11192 (value 2805; 0.00% of shares outstanding; change 0.00)
Holder of AEON: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 3072 (value 770; 0.00% of shares outstanding; change 0.00)
Holder of AEP: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 5707400 (value 722956347; 0.01% of shares outstanding; change -0.03)
Holder of AEP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13497956 (value 1709786061; 0.03% of shares outstanding; change 0.02)
Holder of AEP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 16794892 (value 2127408938; 0.03% of shares outstanding; change 0.00)
Holder of AEP: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 5288500 (value 716803254; 0.01% of shares outstanding; change -0.07)
Holder of AEP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6907201 (value 874935138; 0.01% of shares outstanding; change 0.01)
Holder of AEP: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 4662253 (value 631921740; 0.01% of shares outstanding; change -0.12)
Holder of AEP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13745873 (value 1863115534; 0.03% of shares outstanding; change 0.02)
Holder of AEP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17173552 (value 2327703122; 0.03% of shares outstanding; change 0.02)
Holder of AEP: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5001931 (value 677961694; 0.01% of shares outstanding; change 0.02)
Holder of AEP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6931069 (value 885028217; 0.01% of shares outstanding; change 0.00)
Holder of AEP: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 11576297 (value 1496004811; 0.02% of shares outstanding; change 0.02)
Holder of AEP: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 8985113 (value 1161146114; 0.02% of shares outstanding; change -0.03)
Holder of AEP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6462991 (value 835212299; 0.01% of shares outstanding; change 0.03)
Holder of AEP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6995828 (value 951292661; 0.01% of shares outstanding; change 0.01)
Holder of AEP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6921400 (value 938126509; 0.01% of shares outstanding; change 0.00)
Holder of AEP: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 11720059 (value 1548688589; 0.02% of shares outstanding; change 0.01)
Holder of AEP: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 8800933 (value 1178004935; 0.02% of shares outstanding; change -0.02)
Holder of AEP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6526107 (value 873519461; 0.01% of shares outstanding; change 0.01)
Holder of AEP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7126020 (value 965860702; 0.01% of shares outstanding; change 0.02)
Holder of AEP: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 11549816 (value 1565461983; 0.02% of shares outstanding; change -0.01)
Holder of AEP: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 8889413 (value 1204870978; 0.02% of shares outstanding; change 0.01)
Holder of AEP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6576016 (value 891313164; 0.01% of shares outstanding; change 0.01)
Holder of AEP.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 5707400 (value 622334901; 0.01% of shares outstanding; change -0.03)
Holder of AEP.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 5288500 (value 630283431; 0.01% of shares outstanding; change -0.07)
Holder of AEP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6907201 (value 753161203; 0.01% of shares outstanding; change 0.01)
Holder of AEP.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 4662253 (value 555647313; 0.01% of shares outstanding; change -0.12)
Holder of AEP.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13745873 (value 1638233148; 0.03% of shares outstanding; change 0.02)
Holder of AEP.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17173552 (value 2046743932; 0.03% of shares outstanding; change 0.02)
Holder of AEP.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5001931 (value 596130138; 0.01% of shares outstanding; change 0.02)
Holder of AEP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 11576297 (value 1262279435; 0.02% of shares outstanding; change 0.02)
Holder of AEP.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 8985113 (value 979736729; 0.02% of shares outstanding; change -0.03)
Holder of AEP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6462991 (value 704724544; 0.01% of shares outstanding; change 0.03)
Holder of AEP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6995828 (value 762825091; 0.01% of shares outstanding; change 0.01)
Holder of AEP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6921400 (value 824892454; 0.01% of shares outstanding; change 0.00)
Holder of AEP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 11720059 (value 1380154172; 0.02% of shares outstanding; change 0.01)
Holder of AEP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7126020 (value 849279065; 0.01% of shares outstanding; change 0.02)
Holder of AEP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 11549816 (value 1376507074; 0.02% of shares outstanding; change -0.01)
Holder of AEP.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 8889413 (value 1059440244; 0.02% of shares outstanding; change 0.01)
Holder of AEP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6576016 (value 783729588; 0.01% of shares outstanding; change 0.01)
Holder of AER: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 932950 (value 127758175; 0.01% of shares outstanding; change 0.00)
Holder of AER: 2023 ETF Series Trust-Eagle Capital Select Equity ETF
Shares held as of 2025-12-31: 1007639 (value 140454799; 0.01% of shares outstanding; change -0.10)
Holder of AER: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 2023370 (value 282037543; 0.01% of shares outstanding; change -0.06)
Holder of AER: LORD ABBETT AFFILIATED FUND INC
Shares held as of 2026-01-31: 857964 (value 124456255; 0.01% of shares outstanding; change 0.00)
Holder of AER: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 1063541 (value 148246979; 0.01% of shares outstanding; change -0.03)
Holder of AER: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 1160546 (value 168348799; 0.01% of shares outstanding; change -0.04)
Holder of AER: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2143438 (value 310927111; 0.01% of shares outstanding; change 1.00)
Holder of AER: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 826784 (value 125092421; 0.01% of shares outstanding; change 0.01)
Holder of AER: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 832160 (value 125905810; 0.01% of shares outstanding; change -0.11)
Holder of AER: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 1618994 (value 221705042; 0.01% of shares outstanding; change 0.09)
Holder of AER: Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND
Shares held as of 2026-03-31: 1357891 (value 205448912; 0.01% of shares outstanding; change 0.00)
Holder of AER: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 2900000 (value 438770008; 0.02% of shares outstanding; change 0.00)
Holder of AER: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 1099841 (value 159542932; 0.01% of shares outstanding; change 0.03)
Holder of AER: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 1822637 (value 275764983; 0.01% of shares outstanding; change -0.10)
Holder of AER: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 1660194 (value 243998714; 0.01% of shares outstanding; change 0.03)
Holder of AER: LORD ABBETT AFFILIATED FUND INC
Shares held as of 2026-04-30: 857964 (value 129809955; 0.01% of shares outstanding; change 0.00)
Holder of AER: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 1149746 (value 173956573; 0.01% of shares outstanding; change -0.01)
Holder of AER: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 2143438 (value 324302175; 0.01% of shares outstanding; change 0.00)
Holder of AER: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1207315 (value 185262483; 0.01% of shares outstanding; change 0.02)
Holder of AER: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 1660194 (value 251187357; 0.01% of shares outstanding; change 0.00)
Holder of AER: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1219329 (value 184484481; 0.01% of shares outstanding; change 0.01)
Holder of AERO: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-01-31: 29603 (value 522196; 0.00% of shares outstanding; change 1.00)
Holder of AERO: DEUTSCHE DWS INTERNATIONAL FUND, INC.-DWS Latin America Equity Fund
Shares held as of 2026-01-31: 83064 (value 1465248; 0.01% of shares outstanding; change 1.00)
Holder of AERO: Global Opportunities Portfolio
Shares held as of 2026-01-31: 87600 (value 1545263; 0.01% of shares outstanding; change 1.00)
Holder of AERO: -American Century Federated Managed Volatility Fund II
Shares held as of 2026-03-31: 6000 (value 89820; 0.00% of shares outstanding; change 0.00)
Holder of AERO: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2026-03-31: 24266 (value 363262; 0.00% of shares outstanding; change 1.00)
Holder of AERO: BlackRock Varbl Series Fd.s, Inc.-BlackRock Global Allocation V.I. Fd.
Shares held as of 2026-03-31: 7842 (value 117394; 0.00% of shares outstanding; change 1.00)
Holder of AERO: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 17657 (value 264325; 0.00% of shares outstanding; change -0.16)
Holder of AERO: Federated Hermes Equity Funds-Federated Hermes Prudent Bear Fund
Shares held as of 2026-03-31: 4000 (value 67839; 0.00% of shares outstanding; change 0.00)
Holder of AERO: Federated Hermes Insurance Series-Federated Hermes Mnged Volatility Fd
Shares held as of 2026-03-31: 6000 (value 89820; 0.00% of shares outstanding; change 0.00)
Holder of AERO: JNL Series Trust-JNL/BLACKROCK GLOBAL ALLOCATION FUND
Shares held as of 2026-03-31: 5050 (value 81254; 0.00% of shares outstanding; change 1.00)
Holder of AERO: LINCOLN Varbl INSURANCE Prod. TRT-LVIP BlackRock Global Allocation Fd.
Shares held as of 2026-03-31: 4161 (value 70570; 0.00% of shares outstanding; change 1.00)
Holder of AERO: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-03-31: 92412 (value 1567307; 0.01% of shares outstanding; change 0.00)
Holder of AERO: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-04-30: 33601 (value 503006; 0.00% of shares outstanding; change 0.14)
Holder of AERO: Nuveen Global High Income Fund
Shares held as of 2026-04-30: 44791 (value 790113; 0.00% of shares outstanding; change 0.00)
Holder of AERO: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-04-30: 92412 (value 1630147; 0.01% of shares outstanding; change 0.00)
Holder of AERO: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 17216 (value 257723; 0.00% of shares outstanding; change 1.00)
Holder of AERO: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 7426 (value 111167; 0.00% of shares outstanding; change 1.00)
Holder of AERO: Nuveen Global High Income Fund
Shares held as of 2026-05-31: 44791 (value 691125; 0.00% of shares outstanding; change 0.00)
Holder of AERO: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-05-31: 92412 (value 1383407; 0.01% of shares outstanding; change 0.00)
Holder of AERO: Nuveen Global High Income Fund
Shares held as of 2026-06-30: 44791 (value 670521; 0.00% of shares outstanding; change 0.00)
Holder of AERO.SW: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2025-12-31: 616591 (value 13749978; 0.01% of shares outstanding; change -0.02)
Holder of AERO.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 278355 (value 6207316; 0.00% of shares outstanding; change 0.14)
Holder of AERO.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 126384 (value 2736213; 0.00% of shares outstanding; change 0.14)
Holder of AERO.SW: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 2124567 (value 47377842; 0.03% of shares outstanding; change -0.21)
Holder of AERO.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 416587 (value 8852473; 0.01% of shares outstanding; change 0.08)
Holder of AERO.SW: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 112831 (value 2516131; 0.00% of shares outstanding; change -0.02)
Holder of AERO.SW: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 120000 (value 2597999; 0.00% of shares outstanding; change 0.00)
Holder of AERO.SW: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2026-03-31: 487328 (value 11379108; 0.01% of shares outstanding; change -0.21)
Holder of AERO.SW: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3458664 (value 80759805; 0.06% of shares outstanding; change 0.00)
Holder of AERO.SW: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 2087861 (value 45202189; 0.03% of shares outstanding; change -0.02)
Holder of AERO.SW: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 162455 (value 3793324; 0.00% of shares outstanding; change 1.00)
Holder of AERO.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 282342 (value 6592685; 0.00% of shares outstanding; change 0.01)
Holder of AERO.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 126384 (value 2951066; 0.00% of shares outstanding; change 0.00)
Holder of AERO.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 135982 (value 3175179; 0.00% of shares outstanding; change 0.23)
Holder of AERO.SW: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-04-30: 120000 (value 2550000; 0.00% of shares outstanding; change 0.00)
Holder of AERO.SW: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 2087861 (value 48751555; 0.03% of shares outstanding; change 0.00)
Holder of AERO.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 426789 (value 9965523; 0.01% of shares outstanding; change 0.02)
Holder of AERO.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 159635 (value 3679586; 0.00% of shares outstanding; change 0.01)
Holder of AERO.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 122666 (value 2827451; 0.00% of shares outstanding; change 0.00)
Holder of AERO.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 178182 (value 4160549; 0.00% of shares outstanding; change 0.12)
Holder of AERO.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 122666 (value 2864251; 0.00% of shares outstanding; change 0.00)
Holder of AERT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12875 (value 10073; 0.00% of shares outstanding; change 0.00)
Holder of AERT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1609 (value 11665; 0.00% of shares outstanding; change 0.00)
Holder of AERT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1609 (value 10571; 0.00% of shares outstanding; change 0.00)
Holder of AES: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 17955034 (value 263400350; 0.03% of shares outstanding; change 0.02)
Holder of AES: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 16147666 (value 236886261; 0.02% of shares outstanding; change -0.04)
Holder of AES: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 9314311 (value 136640943; 0.01% of shares outstanding; change -0.04)
Holder of AES: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 22476954 (value 329736916; 0.03% of shares outstanding; change 0.00)
Holder of AES: Columbia Funds Series Trust II-Columbia Select Large Cap Value Fund
Shares held as of 2026-02-28: 6328058 (value 93908381; 0.01% of shares outstanding; change 0.00)
Holder of AES: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9094364 (value 133414320; 0.01% of shares outstanding; change 0.00)
Holder of AES: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18096703 (value 268555075; 0.03% of shares outstanding; change 0.01)
Holder of AES: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 16419863 (value 243670769; 0.02% of shares outstanding; change 0.02)
Holder of AES: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 10456185 (value 155169786; 0.01% of shares outstanding; change 0.12)
Holder of AES: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 22652776 (value 336167199; 0.03% of shares outstanding; change 0.01)
Holder of AES: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 9125756 (value 133418551; 0.01% of shares outstanding; change 0.00)
Holder of AES: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 11853944 (value 174015901; 0.02% of shares outstanding; change -0.03)
Holder of AES: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 11830380 (value 173669982; 0.02% of shares outstanding; change -0.03)
Holder of AES: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8608261 (value 126369274; 0.01% of shares outstanding; change 0.03)
Holder of AES: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9206795 (value 134143000; 0.01% of shares outstanding; change 0.10)
Holder of AES: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9113072 (value 135237989; 0.01% of shares outstanding; change 0.00)
Holder of AES: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 11802650 (value 174325145; 0.02% of shares outstanding; change 0.00)
Holder of AES: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 11587898 (value 170689732; 0.02% of shares outstanding; change -0.02)
Holder of AES: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8691475 (value 128025422; 0.01% of shares outstanding; change 0.01)
Holder of AES: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9377775 (value 139166182; 0.01% of shares outstanding; change 0.02)
Holder of AES: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 12441447 (value 184631075; 0.02% of shares outstanding; change 0.05)
Holder of AES: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 11651466 (value 172907757; 0.02% of shares outstanding; change 0.01)
Holder of AES: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8619206 (value 127909018; 0.01% of shares outstanding; change -0.01)
Holder of AESI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 830449 (value 13860194; 0.01% of shares outstanding; change 0.02)
Holder of AESI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 950844 (value 15869586; 0.01% of shares outstanding; change -0.04)
Holder of AESI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1690551 (value 28215297; 0.01% of shares outstanding; change -0.04)
Holder of AESI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2330932 (value 38903256; 0.02% of shares outstanding; change 0.10)
Holder of AESI: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 1013760 (value 16422912; 0.01% of shares outstanding; change -0.08)
Holder of AESI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 765960 (value 12408552; 0.01% of shares outstanding; change 0.01)
Holder of AESI: Templeton Global Smaller Companies Fund
Shares held as of 2026-02-28: 1065157 (value 12739277; 0.01% of shares outstanding; change 0.49)
Holder of AESI: JANUS INVESTMENT FUND-Janus Henderson Research Fund
Shares held as of 2026-03-31: 2397418 (value 28673119; 0.02% of shares outstanding; change -0.01)
Holder of AESI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 865258 (value 10348485; 0.01% of shares outstanding; change 0.04)
Holder of AESI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1043024 (value 12474567; 0.01% of shares outstanding; change 0.10)
Holder of AESI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1863546 (value 22288010; 0.01% of shares outstanding; change 0.10)
Holder of AESI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2578532 (value 30839242; 0.02% of shares outstanding; change 0.11)
Holder of AESI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1896453 (value 31651801; 0.02% of shares outstanding; change 0.01)
Holder of AESI: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 860438 (value 12106362; 0.01% of shares outstanding; change -0.15)
Holder of AESI: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 918780 (value 10988608; 0.01% of shares outstanding; change 0.24)
Holder of AESI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4691754 (value 76006418; 0.04% of shares outstanding; change 0.02)
Holder of AESI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1822224 (value 25183135; 0.01% of shares outstanding; change -0.04)
Holder of AESI: JANUS INVESTMENT FUND-Janus Henderson Research Fund
Shares held as of 2026-05-31: 1308593 (value 18084754; 0.01% of shares outstanding; change -0.45)
Holder of AESI: Voya Equity Trust-Voya Small Cap Growth Fund
Shares held as of 2026-05-31: 955910 (value 11432683; 0.01% of shares outstanding; change 1.00)
Holder of AESI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4658822 (value 55719511; 0.04% of shares outstanding; change -0.01)
Holder of AESI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1853880 (value 22172404; 0.01% of shares outstanding; change 0.02)
Holder of AEU.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 2172129 (value 320389027; 0.01% of shares outstanding; change -0.06)
Holder of AEU.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2703936 (value 398830560; 0.01% of shares outstanding; change 0.02)
Holder of AEU.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 2515299 (value 371006602; 0.01% of shares outstanding; change -0.13)
Holder of AEU.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4196489 (value 618982127; 0.01% of shares outstanding; change 0.01)
Holder of AEU.DE: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 2261235 (value 286159296; 0.01% of shares outstanding; change -0.06)
Holder of AEU.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 1483464 (value 187732373; 0.00% of shares outstanding; change -0.32)
Holder of AEU.DE: Bernstein Fund Inc-International Strategic Equities Portfolio
Shares held as of 2026-03-31: 2399470 (value 303652935; 0.01% of shares outstanding; change 0.02)
Holder of AEU.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 2617645 (value 326420323; 0.01% of shares outstanding; change 0.00)
Holder of AEU.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 5293999 (value 660161659; 0.02% of shares outstanding; change 0.42)
Holder of AEU.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2768842 (value 350396963; 0.01% of shares outstanding; change 0.02)
Holder of AEU.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 3097922 (value 456943495; 0.01% of shares outstanding; change 0.13)
Holder of AEU.DE: Legg Mason Global Asset Mgmt TRT-ClearBridge Intl Growth Fd.
Shares held as of 2026-04-30: 1419661 (value 179658103; 0.00% of shares outstanding; change 0.00)
Holder of AEU.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 1782932 (value 225630050; 0.01% of shares outstanding; change -0.10)
Holder of AEU.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4189821 (value 530221860; 0.01% of shares outstanding; change 0.00)
Holder of AEU.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1995354 (value 294314715; 0.01% of shares outstanding; change 0.01)
Holder of AEU.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 3445078 (value 429601216; 0.01% of shares outstanding; change 0.11)
Holder of AEU.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2055573 (value 260132769; 0.01% of shares outstanding; change 0.03)
Holder of AEU.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 2617645 (value 331262982; 0.01% of shares outstanding; change 0.00)
Holder of AEU.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 2809420 (value 355532109; 0.01% of shares outstanding; change -0.18)
Holder of AEVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 301060 (value 8483870; 0.01% of shares outstanding; change 0.08)
Holder of AEVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 849416 (value 23936543; 0.02% of shares outstanding; change 0.13)
Holder of AEVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 366923 (value 8949251; 0.01% of shares outstanding; change 0.01)
Holder of AEVA: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 133180 (value 1977723; 0.00% of shares outstanding; change 0.07)
Holder of AEVA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 185815 (value 2759352; 0.00% of shares outstanding; change 0.24)
Holder of AEVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 149005 (value 3428605; 0.00% of shares outstanding; change 0.02)
Holder of AEVA: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-03-31: 219560 (value 6187200; 0.00% of shares outstanding; change 0.00)
Holder of AEVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 311671 (value 4628314; 0.01% of shares outstanding; change 0.04)
Holder of AEVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 849416 (value 12613827; 0.02% of shares outstanding; change 0.00)
Holder of AEVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 978183 (value 27565197; 0.02% of shares outstanding; change 0.07)
Holder of AEVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 148463 (value 4263857; 0.00% of shares outstanding; change 0.00)
Holder of AEVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 395309 (value 5870338; 0.01% of shares outstanding; change 0.08)
Holder of AEVA: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-04-30: 219560 (value 5355068; 0.00% of shares outstanding; change 0.00)
Holder of AEVA: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 200454 (value 4989299; 0.00% of shares outstanding; change 0.00)
Holder of AEVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 939820 (value 22743644; 0.02% of shares outstanding; change -0.04)
Holder of AEVA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 326828 (value 7909237; 0.01% of shares outstanding; change 0.00)
Holder of AEVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 143440 (value 2130084; 0.00% of shares outstanding; change -0.03)
Holder of AEVA: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 219560 (value 3260466; 0.00% of shares outstanding; change 0.00)
Holder of AEVA: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 197654 (value 4354317; 0.00% of shares outstanding; change -0.01)
Holder of AEVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 948777 (value 14089338; 0.02% of shares outstanding; change 0.01)
Holder of AEVA: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 323460 (value 4803381; 0.01% of shares outstanding; change -0.01)
Holder of AEVA: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 397854 (value 5908132; 0.01% of shares outstanding; change 1.01)
Holder of AEX.DE: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 3019910 (value 901141125; 0.01% of shares outstanding; change -0.03)
Holder of AEX.DE: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 3027669 (value 903456411; 0.01% of shares outstanding; change -0.06)
Holder of AEX.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 2891756 (value 862899972; 0.01% of shares outstanding; change 0.34)
Holder of AEX.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9241840 (value 2757764999; 0.02% of shares outstanding; change 0.00)
Holder of AEX.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11175519 (value 3334774801; 0.03% of shares outstanding; change 0.00)
Holder of AEX.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3255621 (value 971477286; 0.01% of shares outstanding; change 0.00)
Holder of AEX.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 7316195 (value 2183152543; 0.02% of shares outstanding; change 0.00)
Holder of AEX.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4654578 (value 1388926046; 0.01% of shares outstanding; change 0.00)
Holder of AEX.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4791941 (value 1429915165; 0.01% of shares outstanding; change 0.02)
Holder of AEX.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4359572 (value 1300896258; 0.01% of shares outstanding; change -0.01)
Holder of AEXA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 43030 (value 488820; 0.00% of shares outstanding; change 0.00)
Holder of AEXA: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 14373 (value 160115; 0.00% of shares outstanding; change 0.69)
Holder of AEXA: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 6655 (value 74136; 0.00% of shares outstanding; change 0.54)
Holder of AEXA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 43030 (value 503450; 0.00% of shares outstanding; change 0.00)
Holder of AEXA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 6676 (value 78109; 0.00% of shares outstanding; change 0.00)
Holder of AEXA: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 14373 (value 168164; 0.00% of shares outstanding; change 0.00)
Holder of AEXA: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 6655 (value 77863; 0.00% of shares outstanding; change 0.00)
Holder of AEYE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 90869 (value 697873; 0.01% of shares outstanding; change 0.16)
Holder of AEYE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 242739 (value 1864235; 0.03% of shares outstanding; change 0.00)
Holder of AEYE: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 20864 (value 131651; 0.00% of shares outstanding; change 0.00)
Holder of AEYE: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 33188 (value 209416; 0.00% of shares outstanding; change 0.00)
Holder of AEYE: Exchange Place Advisors Trust-North Square Kennedy MicroCap Fund
Shares held as of 2026-02-28: 25958 (value 173659; 0.00% of shares outstanding; change 1.30)
Holder of AEYE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 76674 (value 483812; 0.01% of shares outstanding; change 0.00)
Holder of AEYE: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 39625 (value 224673; 0.01% of shares outstanding; change 0.01)
Holder of AEYE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 85232 (value 570202; 0.01% of shares outstanding; change 0.92)
Holder of AEYE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 90869 (value 515227; 0.01% of shares outstanding; change 0.00)
Holder of AEYE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 242739 (value 1376330; 0.03% of shares outstanding; change 0.00)
Holder of AEYE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 202240 (value 1553203; 0.03% of shares outstanding; change 0.02)
Holder of AEYE: Exchange Place Advisors Trust-North Square Kennedy MicroCap Fund
Shares held as of 2026-04-30: 29418 (value 166800; 0.00% of shares outstanding; change -0.03)
Holder of AEYE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 84922 (value 493396; 0.01% of shares outstanding; change 0.00)
Holder of AEYE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 78442 (value 444766; 0.01% of shares outstanding; change 0.02)
Holder of AEYE: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-04-30: 33759 (value 191413; 0.00% of shares outstanding; change 0.02)
Holder of AEYE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 20444 (value 145561; 0.00% of shares outstanding; change 0.01)
Holder of AEYE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 194295 (value 1406695; 0.03% of shares outstanding; change -0.04)
Holder of AEYE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 68330 (value 494709; 0.01% of shares outstanding; change 0.00)
Holder of AEYE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 50970 (value 288999; 0.01% of shares outstanding; change -0.40)
Holder of AEYE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 20176 (value 114397; 0.00% of shares outstanding; change -0.01)
Holder of AEYE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 196150 (value 1112170; 0.03% of shares outstanding; change 0.01)
Holder of AEYE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 67626 (value 383439; 0.01% of shares outstanding; change -0.01)
Holder of AFB: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 453640 (value 5062622; 0.02% of shares outstanding; change 0.00)
Holder of AFB: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 393041 (value 4386337; 0.01% of shares outstanding; change 0.00)
Holder of AFB: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 133312 (value 1487761; 0.00% of shares outstanding; change 0.00)
Holder of AFB: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 206945 (value 2309506; 0.01% of shares outstanding; change 0.00)
Holder of AFB: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 128934 (value 1438903; 0.00% of shares outstanding; change 0.00)
Holder of AFB: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 5820 (value 64951; 0.00% of shares outstanding; change -0.99)
Holder of AFB: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 92277 (value 1001205; 0.00% of shares outstanding; change -0.58)
Holder of AFB: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 209459 (value 2272630; 0.01% of shares outstanding; change 1.00)
Holder of AFB: Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF
Shares held as of 2026-03-31: 206709 (value 2242792; 0.01% of shares outstanding; change 1.00)
Holder of AFB: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 453640 (value 4921994; 0.02% of shares outstanding; change 0.00)
Holder of AFB: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 265460 (value 2880241; 0.01% of shares outstanding; change 2.14)
Holder of AFB: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 393041 (value 4264494; 0.01% of shares outstanding; change 0.00)
Holder of AFB: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 133312 (value 1446435; 0.00% of shares outstanding; change 0.00)
Holder of AFB: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 206945 (value 2245353; 0.01% of shares outstanding; change 0.00)
Holder of AFB: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 128934 (value 1398933; 0.00% of shares outstanding; change 0.00)
Holder of AFB: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 273792 (value 3041829; 0.01% of shares outstanding; change 0.01)
Holder of AFB: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 281747 (value 3180923; 0.01% of shares outstanding; change 0.03)
Holder of AFB: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 269068 (value 2919387; 0.01% of shares outstanding; change -0.05)
Holder of AFBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 51231 (value 1151160; 0.01% of shares outstanding; change 0.00)
Holder of AFBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 81284 (value 1826451; 0.01% of shares outstanding; change 0.26)
Holder of AFBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 8297 (value 186931; 0.00% of shares outstanding; change 0.00)
Holder of AFBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 11076 (value 249542; 0.00% of shares outstanding; change 0.00)
Holder of AFBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 6529 (value 147098; 0.00% of shares outstanding; change 0.00)
Holder of AFBI: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 7054 (value 159420; 0.00% of shares outstanding; change 0.00)
Holder of AFBI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 21147 (value 475828; 0.00% of shares outstanding; change 0.00)
Holder of AFBI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6832 (value 153726; 0.00% of shares outstanding; change 0.00)
Holder of AFBI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 10328 (value 232390; 0.00% of shares outstanding; change 0.00)
Holder of AFBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 51231 (value 1175751; 0.01% of shares outstanding; change 0.00)
Holder of AFBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 86927 (value 1994974; 0.01% of shares outstanding; change 0.07)