speb/financial-data huggingface dataset:
Holder of AURA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 648209 (value 4842121; 0.01% of shares outstanding; change 0.05)
Holder of AURA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1463682 (value 10933704; 0.01% of shares outstanding; change 0.00)
Holder of AURA: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 765617 (value 4854011; 0.01% of shares outstanding; change 0.00)
Holder of AURA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 429425 (value 2722554; 0.00% of shares outstanding; change 0.00)
Holder of AURA: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 216953 (value 1529518; 0.00% of shares outstanding; change 0.01)
Holder of AURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 312116 (value 2069329; 0.00% of shares outstanding; change 0.04)
Holder of AURA: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 221135 (value 1559001; 0.00% of shares outstanding; change -0.14)
Holder of AURA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 634368 (value 4472294; 0.01% of shares outstanding; change -0.02)
Holder of AURA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1551092 (value 10935198; 0.02% of shares outstanding; change 0.06)
Holder of AURA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 338128 (value 2525816; 0.00% of shares outstanding; change -0.04)
Holder of AURA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1077555 (value 8049335; 0.01% of shares outstanding; change 0.05)
Holder of AURA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 253464 (value 1893376; 0.00% of shares outstanding; change 0.00)
Holder of AURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 310980 (value 2207957; 0.00% of shares outstanding; change 0.00)
Holder of AURA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 443605 (value 3127415; 0.00% of shares outstanding; change 0.03)
Holder of AURA: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 765617 (value 5397599; 0.01% of shares outstanding; change 0.00)
Holder of AURA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 333214 (value 2362487; 0.00% of shares outstanding; change -0.01)
Holder of AURA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1035333 (value 7340511; 0.01% of shares outstanding; change -0.04)
Holder of AURA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 250569 (value 1776534; 0.00% of shares outstanding; change -0.01)
Holder of AURA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 502397 (value 3541898; 0.00% of shares outstanding; change 0.62)
Holder of AURA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 406813 (value 2868031; 0.00% of shares outstanding; change 0.22)
Holder of AURA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1045191 (value 7368596; 0.01% of shares outstanding; change 0.01)
Holder of AURA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 269439 (value 1899545; 0.00% of shares outstanding; change 0.08)
Holder of AURE: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 2 (value 3; 0.00% of shares outstanding; change 0.00)
Holder of AURE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7221 (value 17980; 0.00% of shares outstanding; change 0.00)
Holder of AURE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7221 (value 15236; 0.00% of shares outstanding; change 0.00)
Holder of AURE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7221 (value 12275; 0.00% of shares outstanding; change 0.00)
Holder of AUTL: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 728967 (value 1057002; 0.00% of shares outstanding; change -0.02)
Holder of AUTL: BlackRock Health Sciences Term Trust
Shares held as of 2026-03-31: 135975 (value 197163; 0.00% of shares outstanding; change -0.62)
Holder of AUTL: BlackRock Health Sciences Trust
Shares held as of 2026-03-31: 23620 (value 34249; 0.00% of shares outstanding; change -0.62)
Holder of AUTL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 110578 (value 169184; 0.00% of shares outstanding; change 0.00)
Holder of AUTL: PACIFIC SELECT FUND-Health Sciences Portfolio
Shares held as of 2026-03-31: 16672 (value 24174; 0.00% of shares outstanding; change -0.63)
Holder of AUTL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 1321681 (value 2471543; 0.01% of shares outstanding; change -0.04)
Holder of AUTL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 120878 (value 193404; 0.00% of shares outstanding; change 0.09)
Holder of AUTL: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-04-30: 42796 (value 64621; 0.00% of shares outstanding; change 0.03)
Holder of AUTL: Invesco Exchange-Traded Fund Trust II-Invesco Nasdaq Biotechnology ETF
Shares held as of 2026-04-30: 10575 (value 15968; 0.00% of shares outstanding; change -0.10)
Holder of AUTL: ProShares Trust-ProShares Ultra Nasdaq Biotechnology
Shares held as of 2026-04-30: 8166 (value 12493; 0.00% of shares outstanding; change -0.09)
Holder of AUTL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 84830 (value 128093; 0.00% of shares outstanding; change 0.02)
Holder of AUTL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 1302445 (value 2122985; 0.00% of shares outstanding; change -0.01)
Holder of AUTL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 120878 (value 175273; 0.00% of shares outstanding; change 0.00)
Holder of AUTL: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-05-31: 44936 (value 69650; 0.00% of shares outstanding; change 0.05)
Holder of AUTL: Invesco Exchange-Traded Fund Trust II-Invesco Nasdaq Biotechnology ETF
Shares held as of 2026-05-31: 10575 (value 16391; 0.00% of shares outstanding; change 0.00)
Holder of AUTL: ProShares Trust-ProShares Ultra Nasdaq Biotechnology
Shares held as of 2026-05-31: 7414 (value 12084; 0.00% of shares outstanding; change -0.09)
Holder of AUTL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 83110 (value 120509; 0.00% of shares outstanding; change -0.02)
Holder of AUTL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1339474 (value 1942237; 0.01% of shares outstanding; change 0.03)
Holder of AUTL: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 56280 (value 81606; 0.00% of shares outstanding; change 0.25)
Holder of AUTL: Invesco Exchange-Traded Fund Trust II-Invesco Nasdaq Biotechnology ETF
Shares held as of 2026-06-30: 10167 (value 14742; 0.00% of shares outstanding; change -0.04)
Holder of AUTL: ProShares Trust-ProShares Ultra Nasdaq Biotechnology
Shares held as of 2026-06-30: 6576 (value 9535; 0.00% of shares outstanding; change -0.11)
Holder of AUTO.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8137205 (value 3670693225; 0.01% of shares outstanding; change 0.01)
Holder of AUTO.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 12640190 (value 6308718906; 0.02% of shares outstanding; change 0.00)
Holder of AUTO.L: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 2215338 (value 1083521829; 0.00% of shares outstanding; change 0.03)
Holder of AUTO.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 3096604 (value 1396878083; 0.00% of shares outstanding; change -0.02)
Holder of AUTO.L: Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 6283290 (value 3073157177; 0.01% of shares outstanding; change 1.00)
Holder of AUTO.L: VANGUARD HORIZON FUNDS-Vanguard Global Equity Fund
Shares held as of 2026-03-31: 3445445 (value 1685167170; 0.00% of shares outstanding; change 0.00)
Holder of AUTO.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 8053104 (value 3938773215; 0.01% of shares outstanding; change -0.01)
Holder of AUTO.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 3133732 (value 1564045660; 0.00% of shares outstanding; change 0.01)
Holder of AUTO.L: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) Intl Eqy. ETF
Shares held as of 2026-04-30: 2498430 (value 1158522021; 0.00% of shares outstanding; change 0.02)
Holder of AUTO.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 2165929 (value 1059355887; 0.00% of shares outstanding; change 1.00)
Holder of AUTO.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 2046193 (value 1000793008; 0.00% of shares outstanding; change -0.04)
Holder of AUTO.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 12383756 (value 6056895135; 0.02% of shares outstanding; change -0.02)
Holder of AUTO.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 6062268 (value 3026284259; 0.01% of shares outstanding; change 0.00)
Holder of AUTO.L: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-04-30: 2236323 (value 1068962394; 0.00% of shares outstanding; change 0.00)
Holder of AUTO.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3049687 (value 1457750386; 0.00% of shares outstanding; change 0.00)
Holder of AUTO.L: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-04-30: 2412924 (value 1204531690; 0.00% of shares outstanding; change 0.02)
Holder of AUTO.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3165644 (value 1548316499; 0.00% of shares outstanding; change 0.01)
Holder of AUTO.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 6180438 (value 3022852263; 0.01% of shares outstanding; change 0.02)
Holder of AUTO.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 3203449 (value 1566806925; 0.00% of shares outstanding; change 1.00)
Holder of AUTO.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 10095259 (value 124676452; 0.00% of shares outstanding; change 0.02)
Holder of AUTO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 2648911 (value 33641169; 0.00% of shares outstanding; change -0.01)
Holder of AUTO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 3922050 (value 48515758; 0.00% of shares outstanding; change 0.02)
Holder of AUTO.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 15472762 (value 191398064; 0.00% of shares outstanding; change 0.00)
Holder of AUTO.OL: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 2275907 (value 25968098; 0.00% of shares outstanding; change -0.01)
Holder of AUTO.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 10241263 (value 116852809; 0.00% of shares outstanding; change 0.01)
Holder of AUTO.OL: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-04-30: 21128380 (value 240018389; 0.01% of shares outstanding; change 0.00)
Holder of AUTO.OL: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-04-30: 8265753 (value 93898951; 0.00% of shares outstanding; change -0.01)
Holder of AUTO.OL: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 25440148 (value 289000072; 0.01% of shares outstanding; change 0.01)
Holder of AUTO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 2581780 (value 29458109; 0.00% of shares outstanding; change -0.03)
Holder of AUTO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 4000154 (value 45641756; 0.00% of shares outstanding; change 0.02)
Holder of AUTO.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 15666942 (value 178759805; 0.00% of shares outstanding; change 0.01)
Holder of AUTO.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 9025374 (value 110921846; 0.00% of shares outstanding; change 0.01)
Holder of AUTO.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 4733610 (value 58176066; 0.00% of shares outstanding; change 0.00)
Holder of AUTO.OL: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-05-31: 22067929 (value 251795066; 0.01% of shares outstanding; change 0.04)
Holder of AUTO.OL: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-05-31: 8265753 (value 94312240; 0.00% of shares outstanding; change 0.00)
Holder of AUTO.OL: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 25926478 (value 295821110; 0.01% of shares outstanding; change 0.02)
Holder of AUTO.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 8748472 (value 99820064; 0.00% of shares outstanding; change -0.03)
Holder of AUTO.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 4310062 (value 49177806; 0.00% of shares outstanding; change -0.09)
Holder of AUUD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 99233 (value 129995; 0.02% of shares outstanding; change 30.63)
Holder of AUUD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2284 (value 2992; 0.00% of shares outstanding; change 6.69)
Holder of AUUD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 12839 (value 17332; 0.00% of shares outstanding; change -0.87)
Holder of AUUD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 296 (value 399; 0.00% of shares outstanding; change -0.87)
Holder of AUUD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 12839 (value 13737; 0.00% of shares outstanding; change 0.00)
Holder of AUUD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 296 (value 316; 0.00% of shares outstanding; change 0.00)
Holder of AVA: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 1013655 (value 42036274; 0.01% of shares outstanding; change 0.07)
Holder of AVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 878105 (value 36415015; 0.01% of shares outstanding; change 0.01)
Holder of AVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1845213 (value 76520985; 0.02% of shares outstanding; change -0.04)
Holder of AVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1190588 (value 49373685; 0.01% of shares outstanding; change -0.03)
Holder of AVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2560093 (value 106167059; 0.03% of shares outstanding; change 0.01)
Holder of AVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 798255 (value 31738617; 0.01% of shares outstanding; change 0.01)
Holder of AVA: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1186895 (value 49908933; 0.01% of shares outstanding; change 0.17)
Holder of AVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 908026 (value 38182492; 0.01% of shares outstanding; change 0.03)
Holder of AVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1898553 (value 79834152; 0.02% of shares outstanding; change 0.03)
Holder of AVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1207700 (value 50783784; 0.01% of shares outstanding; change 0.01)
Holder of AVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2593315 (value 109048893; 0.03% of shares outstanding; change 0.01)
Holder of AVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2001846 (value 83016556; 0.02% of shares outstanding; change 0.02)
Holder of AVA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 807629 (value 33960798; 0.01% of shares outstanding; change 0.01)
Holder of AVA: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 840371 (value 35656941; 0.01% of shares outstanding; change -0.04)
Holder of AVA: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 838475 (value 35576494; 0.01% of shares outstanding; change 0.09)
Holder of AVA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4985479 (value 198222636; 0.06% of shares outstanding; change 0.02)
Holder of AVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1923531 (value 78210770; 0.02% of shares outstanding; change -0.04)
Holder of AVA: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 788351 (value 32937303; 0.01% of shares outstanding; change -0.06)
Holder of AVA: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 836302 (value 34940696; 0.01% of shares outstanding; change 0.00)
Holder of AVA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4932308 (value 207403547; 0.06% of shares outstanding; change -0.01)
Holder of AVA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1947995 (value 81913188; 0.02% of shares outstanding; change 0.01)
Holder of AVA: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 788345 (value 33149906; 0.01% of shares outstanding; change 0.00)
Holder of AVA: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 833362 (value 35042871; 0.01% of shares outstanding; change 0.00)
Holder of AVAH: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 622150 (value 4411043; 0.00% of shares outstanding; change 0.60)
Holder of AVAH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 763278 (value 5472703; 0.00% of shares outstanding; change 0.01)
Holder of AVAH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2844960 (value 20398363; 0.01% of shares outstanding; change 0.37)
Holder of AVAH: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 453588 (value 3533450; 0.00% of shares outstanding; change 0.06)
Holder of AVAH: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 679662 (value 5294566; 0.00% of shares outstanding; change -0.02)
Holder of AVAH: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 866700 (value 6751592; 0.00% of shares outstanding; change 0.14)
Holder of AVAH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 678253 (value 5283590; 0.00% of shares outstanding; change 0.01)
Holder of AVAH: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 514433 (value 3688484; 0.00% of shares outstanding; change 0.00)
Holder of AVAH: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1141241 (value 10784727; 0.01% of shares outstanding; change 0.83)
Holder of AVAH: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 514433 (value 4408690; 0.00% of shares outstanding; change 0.00)
Holder of AVAH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 806423 (value 7620697; 0.00% of shares outstanding; change 0.06)
Holder of AVAH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3067290 (value 28985889; 0.01% of shares outstanding; change 0.08)
Holder of AVAH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1351502 (value 9690269; 0.01% of shares outstanding; change -0.22)
Holder of AVAH: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 443588 (value 4191906; 0.00% of shares outstanding; change -0.02)
Holder of AVAH: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 539075 (value 3822041; 0.00% of shares outstanding; change 1.07)
Holder of AVAH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 536291 (value 5067949; 0.00% of shares outstanding; change -0.21)
Holder of AVAH: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 679662 (value 6422805; 0.00% of shares outstanding; change 0.00)
Holder of AVAH: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 510366 (value 4822958; 0.00% of shares outstanding; change -0.01)
Holder of AVAH: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 866700 (value 8190314; 0.00% of shares outstanding; change 0.00)
Holder of AVAH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1298611 (value 12375762; 0.01% of shares outstanding; change -0.04)
Holder of AVAH: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 882522 (value 8410434; 0.00% of shares outstanding; change 0.64)
Holder of AVAH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1310960 (value 12388571; 0.01% of shares outstanding; change 0.01)
Holder of AVAH: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1259001 (value 11897559; 0.01% of shares outstanding; change 0.43)
Holder of AVAL: -Dimensional Emerging Markets ex China Core Equity ETF
Shares held as of 2026-01-31: 10731 (value 54513; 0.00% of shares outstanding; change 0.00)
Holder of AVAL: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 11715 (value 67361; 0.00% of shares outstanding; change -0.30)
Holder of AVAL: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-01-31: 3517 (value 20222; 0.00% of shares outstanding; change 1.00)
Holder of AVAL: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-01-31: 34491 (value 175214; 0.00% of shares outstanding; change 0.00)
Holder of AVAL: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 18685 (value 94919; 0.00% of shares outstanding; change 0.00)
Holder of AVAL: Northern Lights Fd. TRT IV-National Security Emerging Markets Index ET
Shares held as of 2026-02-28: 8147 (value 38942; 0.00% of shares outstanding; change 1.00)
Holder of AVAL: -Dimensional Emerging Markets ex China Core Equity ETF
Shares held as of 2026-04-30: 10731 (value 51294; 0.00% of shares outstanding; change 0.00)
Holder of AVAL: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-04-30: 3517 (value 16811; 0.00% of shares outstanding; change 0.00)
Holder of AVAL: Dimensional ETF Trust-Dimensional Emerging Markets Core Equity 2 ETF
Shares held as of 2026-04-30: 34491 (value 164866; 0.00% of shares outstanding; change 0.00)
Holder of AVAL: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 18685 (value 89314; 0.00% of shares outstanding; change 0.00)
Holder of AVAV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 479552 (value 99382359; 0.01% of shares outstanding; change -0.03)
Holder of AVAV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 849795 (value 176111520; 0.02% of shares outstanding; change -0.04)
Holder of AVAV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1182165 (value 244991881; 0.02% of shares outstanding; change 0.00)
Holder of AVAV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 370400 (value 62823544; 0.01% of shares outstanding; change 0.01)
Holder of AVAV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 355273 (value 51514585; 0.01% of shares outstanding; change 0.04)
Holder of AVAV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 483592 (value 72301837; 0.01% of shares outstanding; change 0.01)
Holder of AVAV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 863362 (value 129081247; 0.02% of shares outstanding; change 0.02)
Holder of AVAV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1192445 (value 178282445; 0.02% of shares outstanding; change 0.01)
Holder of AVAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 924595 (value 191613072; 0.02% of shares outstanding; change 0.00)
Holder of AVAV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 374263 (value 55956059; 0.01% of shares outstanding; change 0.01)
Holder of AVAV: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 511258 (value 87210390; 0.01% of shares outstanding; change 0.03)
Holder of AVAV: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 369455 (value 63021634; 0.01% of shares outstanding; change 0.01)
Holder of AVAV: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 922656 (value 157386662; 0.02% of shares outstanding; change 0.00)
Holder of AVAV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1074528 (value 182250694; 0.02% of shares outstanding; change 0.02)
Holder of AVAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 889851 (value 157361247; 0.02% of shares outstanding; change -0.04)
Holder of AVAV: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 365388 (value 60314599; 0.01% of shares outstanding; change 0.01)
Holder of AVAV: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 438086 (value 63522470; 0.01% of shares outstanding; change -0.14)
Holder of AVAV: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 376589 (value 54605405; 0.01% of shares outstanding; change 0.02)
Holder of AVAV: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 911502 (value 132167790; 0.02% of shares outstanding; change -0.01)
Holder of AVAV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1079190 (value 161349690; 0.02% of shares outstanding; change 0.00)
Holder of AVAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 904904 (value 135292192; 0.02% of shares outstanding; change 0.02)
Holder of AVAV: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 415381 (value 62103611; 0.01% of shares outstanding; change -0.05)
Holder of AVAV: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 376015 (value 56218000; 0.01% of shares outstanding; change 0.00)
Holder of AVAV: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-06-30: 412103 (value 61613517; 0.01% of shares outstanding; change 0.17)
Holder of AVAV: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 962882 (value 143960482; 0.02% of shares outstanding; change 0.06)
Holder of AVB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3566489 (value 650919887; 0.03% of shares outstanding; change 0.02)
Holder of AVB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4444237 (value 811117670; 0.03% of shares outstanding; change -0.01)
Holder of AVB: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 1615547 (value 286468805; 0.01% of shares outstanding; change 0.00)
Holder of AVB: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 5315412 (value 942528894; 0.04% of shares outstanding; change 0.01)
Holder of AVB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1808283 (value 330029720; 0.01% of shares outstanding; change 0.00)
Holder of AVB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3598157 (value 682246550; 0.03% of shares outstanding; change 0.01)
Holder of AVB: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3057928 (value 579813729; 0.02% of shares outstanding; change -0.01)
Holder of AVB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4501729 (value 853572838; 0.03% of shares outstanding; change 0.01)
Holder of AVB: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1309946 (value 248378861; 0.01% of shares outstanding; change 0.01)
Holder of AVB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1814523 (value 321751231; 0.01% of shares outstanding; change 0.00)
Holder of AVB: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 1297826 (value 246080788; 0.01% of shares outstanding; change -0.20)
Holder of AVB: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-04-30: 1144662 (value 214086132; 0.01% of shares outstanding; change -0.02)
Holder of AVB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1695067 (value 317028378; 0.01% of shares outstanding; change 0.03)
Holder of AVB: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 5256906 (value 996761949; 0.04% of shares outstanding; change -0.01)
Holder of AVB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1831164 (value 355886734; 0.01% of shares outstanding; change 0.00)
Holder of AVB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1811998 (value 343572941; 0.01% of shares outstanding; change 0.00)
Holder of AVB: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-05-31: 1189244 (value 225861109; 0.01% of shares outstanding; change 0.04)
Holder of AVB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1711549 (value 325057226; 0.01% of shares outstanding; change 0.01)
Holder of AVB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1865360 (value 353690910; 0.01% of shares outstanding; change 0.02)
Holder of AVB: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-06-30: 1176718 (value 223117500; 0.01% of shares outstanding; change -0.01)
Holder of AVB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1679429 (value 318436533; 0.01% of shares outstanding; change -0.02)
Holder of AVBC: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 338726 (value 6506926; 0.02% of shares outstanding; change 0.00)
Holder of AVBC: John Hancock Variable Insurance Trust-Small Company Value Trust
Shares held as of 2025-12-31: 29455 (value 561412; 0.00% of shares outstanding; change -0.03)
Holder of AVBC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 497883 (value 9564331; 0.02% of shares outstanding; change -0.09)
Holder of AVBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 198237 (value 3778397; 0.01% of shares outstanding; change -0.01)
Holder of AVBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 659080 (value 12562064; 0.03% of shares outstanding; change 0.00)
Holder of AVBC: Putnam Investment Funds-Putnam Small Cap Value Fund
Shares held as of 2026-02-28: 54740 (value 1179099; 0.00% of shares outstanding; change 0.00)
Holder of AVBC: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 347836 (value 7492387; 0.02% of shares outstanding; change 0.03)
Holder of AVBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 95154 (value 1827908; 0.00% of shares outstanding; change -0.01)
Holder of AVBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 35545 (value 682819; 0.00% of shares outstanding; change 0.00)
Holder of AVBC: Hennessy Funds Trust-Hennessy Small Cap Financial Fund
Shares held as of 2026-03-31: 155000 (value 3121699; 0.01% of shares outstanding; change 0.15)
Holder of AVBC: John Hancock Variable Insurance Trust-Small Company Value Trust
Shares held as of 2026-03-31: 29455 (value 601912; 0.00% of shares outstanding; change 0.00)
Holder of AVBC: NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Value Portfolio
Shares held as of 2026-03-31: 133536 (value 2876365; 0.01% of shares outstanding; change 0.00)
Holder of AVBC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 523678 (value 11280024; 0.03% of shares outstanding; change 0.05)
Holder of AVBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 211231 (value 4549915; 0.01% of shares outstanding; change 0.07)
Holder of AVBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 593049 (value 12774276; 0.03% of shares outstanding; change -0.10)
Holder of AVBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 91773 (value 1926315; 0.00% of shares outstanding; change -0.04)
Holder of AVBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 35545 (value 746089; 0.00% of shares outstanding; change 0.00)
Holder of AVBC: Fidelity Salem Street TRT-Fidelity SAI Small-Mid Cap Momentum Index Fd
Shares held as of 2026-04-30: 52335 (value 1098511; 0.00% of shares outstanding; change 1.00)
Holder of AVBC: Hennessy Funds Trust-Hennessy Small Cap Financial Fund
Shares held as of 2026-04-30: 157000 (value 3260890; 0.01% of shares outstanding; change 0.01)
Holder of AVBC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 91773 (value 1976790; 0.00% of shares outstanding; change 0.00)
Holder of AVBC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 35545 (value 765639; 0.00% of shares outstanding; change 0.00)
Holder of AVBC: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 34404 (value 741062; 0.00% of shares outstanding; change 1.00)
Holder of AVBC: Hennessy Funds Trust-Hennessy Small Cap Financial Fund
Shares held as of 2026-06-30: 157000 (value 3381780; 0.01% of shares outstanding; change 0.00)
Holder of AVBH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 76178 (value 2344758; 0.01% of shares outstanding; change -0.01)
Holder of AVBH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 82646 (value 2543843; 0.01% of shares outstanding; change 3.07)
Holder of AVBH: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 147527 (value 4714962; 0.02% of shares outstanding; change 0.45)
Holder of AVBH: Putnam Investment Funds-Putnam Small Cap Value Fund
Shares held as of 2026-02-28: 85248 (value 2716001; 0.01% of shares outstanding; change -0.05)
Holder of AVBH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 43684 (value 1361630; 0.01% of shares outstanding; change 0.17)
Holder of AVBH: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 257070 (value 8357345; 0.03% of shares outstanding; change 0.00)
Holder of AVBH: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 144179 (value 4687259; 0.02% of shares outstanding; change 0.00)
Holder of AVBH: Putnam Variable Trust-Putnam VT Small Cap Value Fund
Shares held as of 2026-03-31: 33952 (value 1081710; 0.00% of shares outstanding; change -0.04)
Holder of AVBH: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 200000 (value 6372000; 0.03% of shares outstanding; change -0.07)
Holder of AVBH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 82858 (value 2639855; 0.01% of shares outstanding; change 0.09)
Holder of AVBH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 248746 (value 7925047; 0.03% of shares outstanding; change 2.01)
Holder of AVBH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 39247 (value 1208022; 0.00% of shares outstanding; change 0.02)
Holder of AVBH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 40199 (value 1327772; 0.01% of shares outstanding; change -0.08)
Holder of AVBH: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 178108 (value 5674520; 0.02% of shares outstanding; change 0.21)
Holder of AVBH: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 251065 (value 8229910; 0.03% of shares outstanding; change -0.02)
Holder of AVBH: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 138294 (value 4533277; 0.02% of shares outstanding; change -0.04)
Holder of AVBH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 37658 (value 1234429; 0.00% of shares outstanding; change -0.04)
Holder of AVBH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 38351 (value 1221862; 0.00% of shares outstanding; change -0.05)
Holder of AVBH: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 242346 (value 7721143; 0.03% of shares outstanding; change -0.03)
Holder of AVBH: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 129749 (value 4133803; 0.02% of shares outstanding; change -0.06)
Holder of AVBH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 38029 (value 1211603; 0.00% of shares outstanding; change 0.01)
Holder of AVBP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 331204 (value 10025545; 0.01% of shares outstanding; change 0.01)
Holder of AVBP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1021757 (value 30928584; 0.02% of shares outstanding; change -0.18)
Holder of AVBP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 289952 (value 9203076; 0.01% of shares outstanding; change 0.01)
Holder of AVBP: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 298740 (value 9482007; 0.01% of shares outstanding; change 0.00)
Holder of AVBP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 324040 (value 9834614; 0.01% of shares outstanding; change 0.00)
Holder of AVBP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1563503 (value 47452316; 0.03% of shares outstanding; change -0.07)
Holder of AVBP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 337815 (value 10718869; 0.01% of shares outstanding; change 0.02)
Holder of AVBP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1155263 (value 36656494; 0.02% of shares outstanding; change 0.13)
Holder of AVBP: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 201242 (value 6091595; 0.00% of shares outstanding; change 0.03)
Holder of AVBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 775101 (value 23462307; 0.02% of shares outstanding; change 0.09)
Holder of AVBP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 324040 (value 11257150; 0.01% of shares outstanding; change 0.00)
Holder of AVBP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 319185 (value 10127739; 0.01% of shares outstanding; change 0.10)
Holder of AVBP: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 298740 (value 9479020; 0.01% of shares outstanding; change 0.00)
Holder of AVBP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 1478003 (value 51345826; 0.03% of shares outstanding; change -0.05)
Holder of AVBP: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 783300 (value 24861941; 0.02% of shares outstanding; change 0.12)
Holder of AVBP: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 200906 (value 6929248; 0.00% of shares outstanding; change 0.00)
Holder of AVBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 756508 (value 26091962; 0.02% of shares outstanding; change -0.02)
Holder of AVBP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 262891 (value 9067111; 0.01% of shares outstanding; change 0.00)
Holder of AVBP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 324040 (value 10281789; 0.01% of shares outstanding; change 0.00)
Holder of AVBP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 1439803 (value 45684948; 0.03% of shares outstanding; change -0.03)
Holder of AVBP: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 766016 (value 25255548; 0.02% of shares outstanding; change -0.02)
Holder of AVBP: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 199210 (value 6320933; 0.00% of shares outstanding; change -0.01)
Holder of AVBP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 773058 (value 24529129; 0.02% of shares outstanding; change 0.02)
Holder of AVBP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 265387 (value 8420729; 0.01% of shares outstanding; change 0.01)
Holder of AVBP: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 877186 (value 27833111; 0.02% of shares outstanding; change 0.15)
Holder of AVD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 307616 (value 793649; 0.01% of shares outstanding; change 0.00)
Holder of AVD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 796895 (value 2055989; 0.03% of shares outstanding; change 0.00)
Holder of AVD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 271607 (value 719758; 0.01% of shares outstanding; change 0.00)
Holder of AVD: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 167170 (value 468075; 0.01% of shares outstanding; change -0.13)
Holder of AVD: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 292743 (value 775768; 0.01% of shares outstanding; change 0.00)
Holder of AVD: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 324869 (value 860902; 0.01% of shares outstanding; change -0.09)
Holder of AVD: RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund
Shares held as of 2026-01-31: 314377 (value 833099; 0.01% of shares outstanding; change 1.00)
Holder of AVD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 248571 (value 658713; 0.01% of shares outstanding; change 0.00)
Holder of AVD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 307616 (value 790573; 0.01% of shares outstanding; change 0.00)
Holder of AVD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 796895 (value 2048020; 0.03% of shares outstanding; change 0.00)
Holder of AVD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 617671 (value 1593591; 0.02% of shares outstanding; change 0.02)
Holder of AVD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 229389 (value 591823; 0.01% of shares outstanding; change 0.00)
Holder of AVD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 363438 (value 966745; 0.01% of shares outstanding; change 0.00)
Holder of AVD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 258926 (value 665439; 0.01% of shares outstanding; change -0.05)
Holder of AVD: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 228328 (value 669001; 0.01% of shares outstanding; change 0.04)
Holder of AVD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 250900 (value 644812; 0.01% of shares outstanding; change 0.01)
Holder of AVD: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 299960 (value 770897; 0.01% of shares outstanding; change -0.08)
Holder of AVD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 593609 (value 1846123; 0.02% of shares outstanding; change -0.04)
Holder of AVD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 226764 (value 705236; 0.01% of shares outstanding; change -0.01)
Holder of AVD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 341951 (value 1063467; 0.01% of shares outstanding; change -0.06)
Holder of AVD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 162311 (value 417139; 0.01% of shares outstanding; change 0.00)
Holder of AVD: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 237657 (value 739113; 0.01% of shares outstanding; change 0.04)
Holder of AVD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 599227 (value 1540013; 0.02% of shares outstanding; change 0.01)
Holder of AVD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 228689 (value 587730; 0.01% of shares outstanding; change 0.01)
Holder of AVD: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 293673 (value 754739; 0.01% of shares outstanding; change -0.14)
Holder of AVD: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 244510 (value 628390; 0.01% of shares outstanding; change 0.03)
Holder of AVEX: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 206621 (value 2952614; 0.00% of shares outstanding; change 1.00)
Holder of AVEX: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 465304 (value 6649194; 0.01% of shares outstanding; change 1.00)
Holder of AVEX: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 360126 (value 5146200; 0.01% of shares outstanding; change 1.00)
Holder of AVEX: LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth 
Shares held as of 2026-04-30: 467466 (value 6680089; 0.01% of shares outstanding; change 1.00)