speb/financial-data huggingface dataset:
Holder of AHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4198252 (value 205252537; 0.02% of shares outstanding; change 0.05)
Holder of AHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5825623 (value 284814704; 0.03% of shares outstanding; change 0.09)
Holder of AHR: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 2002375 (value 93150485; 0.01% of shares outstanding; change -0.02)
Holder of AHR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 6292727 (value 292737662; 0.03% of shares outstanding; change 0.06)
Holder of AHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1656893 (value 81005497; 0.01% of shares outstanding; change 0.01)
Holder of AHR: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 1780000 (value 82805600; 0.01% of shares outstanding; change 0.03)
Holder of AHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1979102 (value 113679616; 0.01% of shares outstanding; change 0.04)
Holder of AHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2400027 (value 137857547; 0.01% of shares outstanding; change 1.03)
Holder of AHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4293706 (value 246630466; 0.02% of shares outstanding; change 0.02)
Holder of AHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5887177 (value 338159438; 0.03% of shares outstanding; change 0.01)
Holder of AHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4370996 (value 213697991; 0.02% of shares outstanding; change 0.06)
Holder of AHR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1769978 (value 101667533; 0.01% of shares outstanding; change 0.07)
Holder of AHR: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 1728270 (value 80900321; 0.01% of shares outstanding; change 0.09)
Holder of AHR: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 2028422 (value 116512556; 0.01% of shares outstanding; change 0.01)
Holder of AHR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 6586572 (value 378332686; 0.03% of shares outstanding; change 0.05)
Holder of AHR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5989197 (value 278617447; 0.03% of shares outstanding; change 0.02)
Holder of AHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4214414 (value 226861913; 0.02% of shares outstanding; change -0.04)
Holder of AHR: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 1808449 (value 103370944; 0.01% of shares outstanding; change 0.05)
Holder of AHR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 6018496 (value 345702401; 0.03% of shares outstanding; change 0.00)
Holder of AHR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4273935 (value 245494820; 0.02% of shares outstanding; change 0.01)
Holder of AHR: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 1971687 (value 113253698; 0.01% of shares outstanding; change 0.09)
Holder of AHR.V: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2025-12-31: 81385 (value 82198; 0.00% of shares outstanding; change 1.00)
Holder of AHR.V: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2025-12-31: 570964 (value 576673; 0.00% of shares outstanding; change 1.00)
Holder of AHR.V: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2026-03-31: 216704 (value 214536; 0.00% of shares outstanding; change 1.66)
Holder of AHR.V: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2026-03-31: 1706386 (value 1689322; 0.01% of shares outstanding; change 1.99)
Holder of AHR.V: Themes ETF Trust-Themes Copper Miners ETF
Shares held as of 2026-03-31: 41753 (value 41335; 0.00% of shares outstanding; change 0.87)
Holder of AHR.V: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2026-03-31: 825000 (value 816750; 0.00% of shares outstanding; change 0.00)
Holder of AHRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 886853 (value 6039468; 0.01% of shares outstanding; change -0.01)
Holder of AHRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2494773 (value 16989403; 0.03% of shares outstanding; change 0.00)
Holder of AHRT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 918950 (value 6129396; 0.01% of shares outstanding; change 0.38)
Holder of AHRT: Putnam Funds Trust-PUTNAM CORE EQUITY FUND
Shares held as of 2026-01-31: 1745174 (value 11640310; 0.02% of shares outstanding; change 0.00)
Holder of AHRT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2985086 (value 19910523; 0.04% of shares outstanding; change 0.00)
Holder of AHRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 816193 (value 5444007; 0.01% of shares outstanding; change 0.02)
Holder of AHRT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 908913 (value 6389658; 0.01% of shares outstanding; change 0.02)
Holder of AHRT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2494773 (value 17538254; 0.03% of shares outstanding; change 0.00)
Holder of AHRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1999750 (value 13618297; 0.03% of shares outstanding; change -0.01)
Holder of AHRT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 687664 (value 4682991; 0.01% of shares outstanding; change -0.02)
Holder of AHRT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 1064370 (value 7482521; 0.01% of shares outstanding; change 0.16)
Holder of AHRT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 830411 (value 5837789; 0.01% of shares outstanding; change 0.02)
Holder of AHRT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 1787298 (value 12296610; 0.02% of shares outstanding; change -0.01)
Holder of AHRT: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-04-30: 1697424 (value 11678277; 0.02% of shares outstanding; change 0.00)
Holder of AHRT: Putnam Funds Trust-PUTNAM CORE EQUITY FUND
Shares held as of 2026-04-30: 1745174 (value 12268573; 0.02% of shares outstanding; change 0.00)
Holder of AHRT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 2972724 (value 20898250; 0.04% of shares outstanding; change 0.00)
Holder of AHRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1921435 (value 13526902; 0.03% of shares outstanding; change -0.04)
Holder of AHRT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 679819 (value 4785925; 0.01% of shares outstanding; change -0.01)
Holder of AHRT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 1802628 (value 12708527; 0.02% of shares outstanding; change 0.01)
Holder of AHRT: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-05-31: 1701886 (value 11998296; 0.02% of shares outstanding; change 0.00)
Holder of AHRT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1939720 (value 13636232; 0.03% of shares outstanding; change 0.01)
Holder of AHRT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 685572 (value 4819571; 0.01% of shares outstanding; change 0.01)
Holder of AHRT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 1762284 (value 12388856; 0.02% of shares outstanding; change -0.02)
Holder of AHRT: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-06-30: 1680131 (value 11811321; 0.02% of shares outstanding; change -0.01)
Holder of AHT: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 5700 (value 17156; 0.00% of shares outstanding; change 0.00)
Holder of AHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 60491 (value 186312; 0.01% of shares outstanding; change 0.00)
Holder of AHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 167593 (value 516186; 0.03% of shares outstanding; change 0.00)
Holder of AHT: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-01-31: 15631 (value 49550; 0.00% of shares outstanding; change 0.00)
Holder of AHT: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 5700 (value 18468; 0.00% of shares outstanding; change 0.00)
Holder of AHT: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 1110 (value 3418; 0.00% of shares outstanding; change 0.00)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 48575 (value 146210; 0.01% of shares outstanding; change 0.43)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7941 (value 23902; 0.00% of shares outstanding; change 0.00)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 9961 (value 29982; 0.00% of shares outstanding; change 0.00)
Holder of AHT: SA FUNDS INVESTMENT TRUST-SA Real Estate Securities Fund
Shares held as of 2026-03-31: 2698 (value 8741; 0.00% of shares outstanding; change 1.00)
Holder of AHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 60491 (value 195990; 0.01% of shares outstanding; change 0.00)
Holder of AHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 167593 (value 543001; 0.03% of shares outstanding; change 0.00)
Holder of AHT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 14930 (value 48373; 0.00% of shares outstanding; change 1.00)
Holder of AHT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 18364 (value 55275; 0.00% of shares outstanding; change -0.01)
Holder of AHT: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-04-30: 15631 (value 50644; 0.00% of shares outstanding; change 0.00)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 48398 (value 156809; 0.01% of shares outstanding; change 0.00)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7941 (value 25728; 0.00% of shares outstanding; change 0.00)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 9961 (value 32273; 0.00% of shares outstanding; change 0.00)
Holder of AHT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 18485 (value 59336; 0.00% of shares outstanding; change 0.01)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 46508 (value 150685; 0.01% of shares outstanding; change -0.04)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7941 (value 25728; 0.00% of shares outstanding; change 0.00)
Holder of AHT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 9961 (value 32273; 0.00% of shares outstanding; change 0.00)
Holder of AHT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 18243 (value 59107; 0.00% of shares outstanding; change -0.01)
Holder of AI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1331833 (value 14343842; 0.01% of shares outstanding; change 0.05)
Holder of AI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1545620 (value 16646328; 0.01% of shares outstanding; change -0.03)
Holder of AI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2737507 (value 29482951; 0.02% of shares outstanding; change -0.04)
Holder of AI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3810226 (value 41036135; 0.03% of shares outstanding; change 0.02)
Holder of AI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1234371 (value 12714021; 0.01% of shares outstanding; change 0.01)
Holder of AI: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3115098 (value 25388047; 0.02% of shares outstanding; change 0.03)
Holder of AI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1391137 (value 11337766; 0.01% of shares outstanding; change 0.04)
Holder of AI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1684414 (value 13727973; 0.01% of shares outstanding; change 0.09)
Holder of AI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3010458 (value 24535231; 0.02% of shares outstanding; change 0.10)
Holder of AI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4213233 (value 34337847; 0.03% of shares outstanding; change 0.11)
Holder of AI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3146184 (value 33884403; 0.02% of shares outstanding; change 0.02)
Holder of AI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1271399 (value 10361901; 0.01% of shares outstanding; change 0.03)
Holder of AI: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-04-30: 1191258 (value 12984711; 0.01% of shares outstanding; change -0.01)
Holder of AI: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-04-30: 1890922 (value 20611049; 0.01% of shares outstanding; change -0.01)
Holder of AI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3023150 (value 28054831; 0.02% of shares outstanding; change -0.04)
Holder of AI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1058119 (value 9819344; 0.01% of shares outstanding; change 0.00)
Holder of AI: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-05-31: 1191258 (value 10506895; 0.01% of shares outstanding; change 0.00)
Holder of AI: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-05-31: 1969612 (value 17371977; 0.01% of shares outstanding; change 0.04)
Holder of AI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3051876 (value 24872788; 0.02% of shares outstanding; change 0.01)
Holder of AI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1047207 (value 8534736; 0.01% of shares outstanding; change -0.01)
Holder of AI: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-06-30: 1013749 (value 8262053; 0.01% of shares outstanding; change -0.15)
Holder of AI: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-06-30: 1951203 (value 15902303; 0.01% of shares outstanding; change -0.01)
Holder of AI.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2431744 (value 445981834; 0.00% of shares outstanding; change 0.26)
Holder of AI.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 622854 (value 107928140; 0.00% of shares outstanding; change 0.02)
Holder of AI.PA: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 422904 (value 73103185; 0.00% of shares outstanding; change 0.02)
Holder of AI.PA: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 783237 (value 135390348; 0.00% of shares outstanding; change -0.04)
Holder of AI.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 311890 (value 53913305; 0.00% of shares outstanding; change 0.58)
Holder of AI.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 399897 (value 69126195; 0.00% of shares outstanding; change -0.18)
Holder of AI.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 275794 (value 47789583; 0.00% of shares outstanding; change 0.02)
Holder of AI.PA: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-04-30: 368365 (value 63830286; 0.00% of shares outstanding; change 0.02)
Holder of AI.PA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 309856 (value 53691847; 0.00% of shares outstanding; change 0.07)
Holder of AI.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 624239 (value 107905953; 0.00% of shares outstanding; change 0.00)
Holder of AI.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 825304 (value 146573995; 0.00% of shares outstanding; change 0.01)
Holder of AI.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 403734 (value 66276974; 0.00% of shares outstanding; change 0.01)
Holder of AI.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 280394 (value 48468907; 0.00% of shares outstanding; change 0.02)
Holder of AI.PA: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 367885 (value 63592601; 0.00% of shares outstanding; change 0.00)
Holder of AI.PA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 328238 (value 56739220; 0.00% of shares outstanding; change 0.06)
Holder of AI.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 837632 (value 144793068; 0.00% of shares outstanding; change 0.01)
Holder of AI.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 413687 (value 71509935; 0.00% of shares outstanding; change 0.03)
Holder of AIA.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 15403166 (value 105049594; 0.01% of shares outstanding; change 0.02)
Holder of AIA.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 24385036 (value 169963695; 0.01% of shares outstanding; change 0.01)
Holder of AIA.AX: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 6665359 (value 47190741; 0.00% of shares outstanding; change 0.00)
Holder of AIA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 6221979 (value 42433897; 0.00% of shares outstanding; change 0.01)
Holder of AIA.AX: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 11540101 (value 81703914; 0.01% of shares outstanding; change -0.01)
Holder of AIA.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 15850203 (value 112219436; 0.01% of shares outstanding; change 0.03)
Holder of AIA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 6276294 (value 43745767; 0.00% of shares outstanding; change 0.01)
Holder of AIA.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 4394243 (value 31111240; 0.00% of shares outstanding; change 0.02)
Holder of AIA.AX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-04-30: 6231962 (value 42439660; 0.00% of shares outstanding; change 0.20)
Holder of AIA.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 24360887 (value 172475078; 0.01% of shares outstanding; change 0.00)
Holder of AIA.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 11080523 (value 79281144; 0.01% of shares outstanding; change 0.03)
Holder of AIA.AX: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-04-30: 66824869 (value 478131951; 0.04% of shares outstanding; change 0.14)
Holder of AIA.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 5866955 (value 40775336; 0.00% of shares outstanding; change 0.00)
Holder of AIA.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 4435201 (value 30824646; 0.00% of shares outstanding; change 0.00)
Holder of AIA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 6357588 (value 45011722; 0.00% of shares outstanding; change 0.01)
Holder of AIA.AX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-05-31: 6145087 (value 44920585; 0.00% of shares outstanding; change -0.01)
Holder of AIA.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 11894685 (value 84214368; 0.01% of shares outstanding; change 0.07)
Holder of AIA.AX: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-05-31: 68494170 (value 484938718; 0.04% of shares outstanding; change 0.03)
Holder of AIA.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 5968779 (value 42258954; 0.00% of shares outstanding; change 0.02)
Holder of AIA.AX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-06-30: 6120867 (value 43335737; 0.00% of shares outstanding; change 0.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2030 (value 3349; 0.00% of shares outstanding; change 1.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 508 (value 838; 0.00% of shares outstanding; change 1.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 161 (value 265; 0.00% of shares outstanding; change 1.00)
Holder of AIB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4245 (value 7513; 0.00% of shares outstanding; change 1.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2030 (value 4303; 0.00% of shares outstanding; change 0.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 508 (value 1076; 0.00% of shares outstanding; change 0.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 161 (value 341; 0.00% of shares outstanding; change 0.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2030 (value 3593; 0.00% of shares outstanding; change 0.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 508 (value 899; 0.00% of shares outstanding; change 0.00)
Holder of AIB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 161 (value 284; 0.00% of shares outstanding; change 0.00)
Holder of AIBG.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 20215793 (value 17506876738; 0.01% of shares outstanding; change 0.02)
Holder of AIBG.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 11210193 (value 10358218332; 0.01% of shares outstanding; change 0.05)
Holder of AIBG.L: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-01-31: 22210263 (value 20522283012; 0.01% of shares outstanding; change -0.17)
Holder of AIBG.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 31324298 (value 27878625220; 0.01% of shares outstanding; change 0.01)
Holder of AIBG.L: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 43345354 (value 40137797804; 0.02% of shares outstanding; change -0.18)
Holder of AIBG.L: Bernstein Fund Inc-International Strategic Equities Portfolio
Shares held as of 2026-03-31: 14414800 (value 13348104800; 0.01% of shares outstanding; change 0.02)
Holder of AIBG.L: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-03-31: 11164400 (value 9668370400; 0.01% of shares outstanding; change -0.02)
Holder of AIBG.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 9600563 (value 8410093188; 0.00% of shares outstanding; change 1.00)
Holder of AIBG.L: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 41645629 (value 38563852454; 0.02% of shares outstanding; change 0.01)
Holder of AIBG.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 20694381 (value 19162996806; 0.01% of shares outstanding; change 0.02)
Holder of AIBG.L: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-04-30: 11164400 (value 9936316000; 0.01% of shares outstanding; change 0.00)
Holder of AIBG.L: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 12403328 (value 11485481728; 0.01% of shares outstanding; change 0.11)
Holder of AIBG.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 9649861 (value 8491877680; 0.00% of shares outstanding; change 0.01)
Holder of AIBG.L: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-04-30: 18669733 (value 17288172758; 0.01% of shares outstanding; change -0.16)
Holder of AIBG.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 31278451 (value 28963845626; 0.02% of shares outstanding; change 0.00)
Holder of AIBG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 14162163 (value 12462703440; 0.01% of shares outstanding; change 0.03)
Holder of AIBG.L: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-05-31: 12299800 (value 11389614800; 0.01% of shares outstanding; change 0.10)
Holder of AIBG.L: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 9649861 (value 8935771286; 0.00% of shares outstanding; change 0.00)
Holder of AIBG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 14800955 (value 13705684330; 0.01% of shares outstanding; change 0.05)
Holder of AIDX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5319 (value 2923; 0.00% of shares outstanding; change 1.00)
Holder of AIDX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5319 (value 2611; 0.00% of shares outstanding; change 0.00)
Holder of AIF.TO: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 503713 (value 21342319; 0.01% of shares outstanding; change 0.25)
Holder of AIF.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 368343 (value 16774340; 0.01% of shares outstanding; change 9.83)
Holder of AIF.TO: Fenimore Asset Management Trust-FAM Small Cap Fund
Shares held as of 2025-12-31: 314338 (value 13318500; 0.01% of shares outstanding; change 0.00)
Holder of AIF.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 253694 (value 10749014; 0.01% of shares outstanding; change 0.83)
Holder of AIF.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 204978 (value 9123570; 0.01% of shares outstanding; change 0.00)
Holder of AIF.TO: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-01-31: 170670 (value 7596521; 0.00% of shares outstanding; change 1.00)
Holder of AIF.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 374461 (value 16873213; 0.01% of shares outstanding; change 0.77)
Holder of AIF.TO: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 457313 (value 20455610; 0.01% of shares outstanding; change -0.09)
Holder of AIF.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 452620 (value 20245692; 0.01% of shares outstanding; change 0.23)
Holder of AIF.TO: Fenimore Asset Management Trust-FAM Small Cap Fund
Shares held as of 2026-03-31: 314338 (value 14060338; 0.01% of shares outstanding; change 0.00)
Holder of AIF.TO: Hennessy Funds Trust-Hennessy Focus Fund
Shares held as of 2026-03-31: 416295 (value 18529289; 0.01% of shares outstanding; change 0.67)
Holder of AIF.TO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3114741 (value 139322363; 0.09% of shares outstanding; change -0.09)
Holder of AIF.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 399764 (value 17881443; 0.01% of shares outstanding; change 0.58)
Holder of AIF.TO: Weitz Funds-Multi Cap Equity Fund
Shares held as of 2026-03-31: 225000 (value 10064249; 0.01% of shares outstanding; change 0.00)
Holder of AIF.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 204978 (value 9168665; 0.01% of shares outstanding; change 0.00)
Holder of AIF.TO: Hennessy Funds Trust-Hennessy Focus Fund
Shares held as of 2026-04-30: 416295 (value 19507583; 0.01% of shares outstanding; change 0.00)
Holder of AIF.TO: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-04-30: 203011 (value 9080681; 0.01% of shares outstanding; change 0.19)
Holder of AIF.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 603115 (value 26977333; 0.02% of shares outstanding; change 0.61)
Holder of AIF.TO: Hennessy Funds Trust-Hennessy Focus Fund
Shares held as of 2026-06-30: 416295 (value 18620875; 0.01% of shares outstanding; change 0.00)
Holder of AIFA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 227994 (value 123572; 0.01% of shares outstanding; change 0.00)
Holder of AIFA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 184779 (value 100150; 0.01% of shares outstanding; change 0.00)
Holder of AIFA: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 420 (value 806; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 233056 (value 80590; 0.01% of shares outstanding; change 2.24)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 25578 (value 8844; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 28541 (value 9869; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 46291 (value 16007; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 37999 (value 72958; 0.01% of shares outstanding; change 0.00)
Holder of AIFA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 30797 (value 59130; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 58831 (value 112955; 0.01% of shares outstanding; change 1.00)
Holder of AIFA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 35376 (value 12233; 0.00% of shares outstanding; change -0.01)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 38701 (value 86303; 0.01% of shares outstanding; change 0.00)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4263 (value 9506; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4757 (value 10608; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7715 (value 17204; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 5935 (value 12700; 0.00% of shares outstanding; change 0.01)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 22215 (value 42652; 0.00% of shares outstanding; change -0.43)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4263 (value 8184; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4757 (value 9133; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7715 (value 14812; 0.00% of shares outstanding; change 0.00)
Holder of AIFA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 5857 (value 11245; 0.00% of shares outstanding; change -0.01)
Holder of AIFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1087659 (value 925597; 0.01% of shares outstanding; change -0.17)
Holder of AIFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3924878 (value 3340071; 0.03% of shares outstanding; change 0.00)
Holder of AIFC: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 73068 (value 62180; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: SCHWAB STRATEGIC TRUST-SCHWAB US BROAD MARKET ETF
Shares held as of 2026-02-28: 60156 (value 51192; 0.00% of shares outstanding; change -0.17)
Holder of AIFC: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 513723 (value 222544; 0.00% of shares outstanding; change -0.12)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 686276 (value 436265; 0.00% of shares outstanding; change 0.17)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 82949 (value 52730; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 195296 (value 124149; 0.00% of shares outstanding; change 0.10)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 233323 (value 148323; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1423624 (value 616713; 0.01% of shares outstanding; change 0.31)
Holder of AIFC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3924878 (value 1700257; 0.03% of shares outstanding; change 0.00)
Holder of AIFC: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 73068 (value 31653; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 277416 (value 176353; 0.00% of shares outstanding; change 0.09)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 683779 (value 400079; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 82949 (value 48533; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 195296 (value 114267; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 233323 (value 136517; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-04-30: 65825 (value 38514; 0.00% of shares outstanding; change 1.00)
Holder of AIFC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 279241 (value 156458; 0.00% of shares outstanding; change 0.01)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 682384 (value 295608; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 82949 (value 35933; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 195296 (value 84602; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 233323 (value 101075; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-05-31: 65825 (value 28515; 0.00% of shares outstanding; change 0.00)
Holder of AIFC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 289918 (value 125592; 0.00% of shares outstanding; change 0.04)
Holder of AIFF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 111910 (value 198080; 0.01% of shares outstanding; change 0.00)
Holder of AIFF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 328400 (value 581267; 0.02% of shares outstanding; change 0.00)
Holder of AIFF: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 1338 (value 1485; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 95807 (value 151375; 0.01% of shares outstanding; change 0.81)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3300 (value 5214; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 15355 (value 24260; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 19619 (value 30998; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 111910 (value 124220; 0.01% of shares outstanding; change 0.00)
Holder of AIFF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 31526 (value 49811; 0.00% of shares outstanding; change 0.20)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 95458 (value 115504; 0.01% of shares outstanding; change 0.00)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3300 (value 3993; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 15355 (value 18579; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 19619 (value 23738; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 31733 (value 40618; 0.00% of shares outstanding; change 0.01)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 74820 (value 83050; 0.00% of shares outstanding; change -0.22)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3300 (value 3663; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 15355 (value 17044; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 19619 (value 21777; 0.00% of shares outstanding; change 0.00)
Holder of AIFF: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 31319 (value 34764; 0.00% of shares outstanding; change -0.01)
Holder of AIFU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Sustainability Co
Shares held as of 2026-01-31: 47 (value 2317; 0.00% of shares outstanding; change 0.00)
Holder of AIFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1408 (value 3562; 0.00% of shares outstanding; change 0.00)
Holder of AIFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 70 (value 3185; 0.00% of shares outstanding; change 0.00)
Holder of AIFU: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 70 (value 2379; 0.00% of shares outstanding; change 0.00)
Holder of AIG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13607561 (value 1010089298; 0.03% of shares outstanding; change 0.00)
Holder of AIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 16925447 (value 1256375987; 0.03% of shares outstanding; change -0.03)
Holder of AIG: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 14074492 (value 1041793850; 0.03% of shares outstanding; change 0.54)
Holder of AIG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6852270 (value 508644025; 0.01% of shares outstanding; change 0.00)
Holder of AIG: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 6936039 (value 548363226; 0.01% of shares outstanding; change -0.03)
Holder of AIG: Income Fund of America
Shares held as of 2026-03-31: 8000000 (value 592159973; 0.02% of shares outstanding; change 0.00)
Holder of AIG: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 9356064 (value 739690396; 0.02% of shares outstanding; change 0.12)
Holder of AIG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13634248 (value 1077923613; 0.03% of shares outstanding; change 0.00)
Holder of AIG: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11587696 (value 916123217; 0.02% of shares outstanding; change -0.01)
Holder of AIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17036196 (value 1346881614; 0.03% of shares outstanding; change 0.01)
Holder of AIG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6875962 (value 508958684; 0.01% of shares outstanding; change 0.00)
Holder of AIG: Income Fund of America
Shares held as of 2026-04-30: 8000000 (value 632479980; 0.02% of shares outstanding; change 0.00)
Holder of AIG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6393539 (value 484246630; 0.01% of shares outstanding; change 0.03)
Holder of AIG: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 13845292 (value 1094608751; 0.03% of shares outstanding; change -0.02)
Holder of AIG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6940169 (value 560418646; 0.01% of shares outstanding; change 0.01)
Holder of AIG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6866360 (value 542854404; 0.01% of shares outstanding; change 0.00)
Holder of AIG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6456251 (value 510754020; 0.01% of shares outstanding; change 0.01)
Holder of AIG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7069125 (value 558885005; 0.01% of shares outstanding; change 0.02)
Holder of AIG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6408016 (value 506617729; 0.01% of shares outstanding; change -0.01)
Holder of AIHS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-10-31: 167 (value 222; 0.00% of shares outstanding; change 0.00)
Holder of AII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 368687 (value 6031719; 0.02% of shares outstanding; change 0.45)
Holder of AII: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 159805 (value 2678331; 0.01% of shares outstanding; change 0.00)
Holder of AII: RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund
Shares held as of 2026-02-28: 188018 (value 3075974; 0.01% of shares outstanding; change 0.02)
Holder of AII: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 220779 (value 3755450; 0.01% of shares outstanding; change 0.00)
Holder of AII: John Hancock Investment Trust II-Financial Industries Fund
Shares held as of 2026-03-31: 173657 (value 2953905; 0.01% of shares outstanding; change 0.00)
Holder of AII: RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund
Shares held as of 2026-03-31: 192600 (value 3626657; 0.01% of shares outstanding; change 0.02)
Holder of AII: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 486319 (value 9317871; 0.02% of shares outstanding; change 0.02)
Holder of AII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 368687 (value 6883386; 0.02% of shares outstanding; change 0.00)
Holder of AII: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 483950 (value 9035346; 0.02% of shares outstanding; change 0.65)
Holder of AII: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 352744 (value 6585730; 0.02% of shares outstanding; change 0.16)
Holder of AII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 288616 (value 4721757; 0.01% of shares outstanding; change 0.56)
Holder of AII: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 180077 (value 3061309; 0.01% of shares outstanding; change 0.09)
Holder of AII: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 155805 (value 2908879; 0.01% of shares outstanding; change -0.03)
Holder of AII: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 220779 (value 4135190; 0.01% of shares outstanding; change 0.00)
Holder of AII: RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund
Shares held as of 2026-04-30: 192600 (value 3595842; 0.01% of shares outstanding; change 0.00)
Holder of AII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 277266 (value 5193192; 0.01% of shares outstanding; change -0.04)
Holder of AII: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 199252 (value 3731989; 0.01% of shares outstanding; change 0.11)
Holder of AII: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 215558 (value 4024467; 0.01% of shares outstanding; change -0.02)
Holder of AII: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 201500 (value 3860739; 0.01% of shares outstanding; change 0.32)
Holder of AII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 279916 (value 5226031; 0.01% of shares outstanding; change 0.01)