speb/financial-data huggingface dataset:
Holder of ALT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 988478 (value 3044512; 0.01% of shares outstanding; change -0.02)
Holder of ALT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 4755132 (value 14836011; 0.02% of shares outstanding; change 0.00)
Holder of ALT: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1345736 (value 3727688; 0.01% of shares outstanding; change 0.47)
Holder of ALT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3132215 (value 8676235; 0.02% of shares outstanding; change 0.04)
Holder of ALT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1053407 (value 2917937; 0.01% of shares outstanding; change -0.01)
Holder of ALT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 8066784 (value 22344991; 0.04% of shares outstanding; change 0.70)
Holder of ALTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 220014 (value 1355286; 0.01% of shares outstanding; change 0.00)
Holder of ALTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 798858 (value 4920965; 0.02% of shares outstanding; change 0.00)
Holder of ALTG: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 667965 (value 5123291; 0.02% of shares outstanding; change -0.03)
Holder of ALTG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 189133 (value 1450650; 0.01% of shares outstanding; change 0.01)
Holder of ALTG: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 96854 (value 626645; 0.00% of shares outstanding; change -0.03)
Holder of ALTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 111973 (value 718866; 0.00% of shares outstanding; change 0.09)
Holder of ALTG: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 163792 (value 1054820; 0.01% of shares outstanding; change 0.00)
Holder of ALTG: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 341605 (value 2199936; 0.01% of shares outstanding; change 0.03)
Holder of ALTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 220014 (value 1416890; 0.01% of shares outstanding; change 0.00)
Holder of ALTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 798858 (value 5144645; 0.02% of shares outstanding; change 0.00)
Holder of ALTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 499761 (value 3078527; 0.02% of shares outstanding; change 0.02)
Holder of ALTG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 141376 (value 870876; 0.00% of shares outstanding; change 0.00)
Holder of ALTG: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 107828 (value 694412; 0.00% of shares outstanding; change 0.22)
Holder of ALTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 111566 (value 721831; 0.00% of shares outstanding; change 0.00)
Holder of ALTG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 190377 (value 1226027; 0.01% of shares outstanding; change 0.01)
Holder of ALTG: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 500342 (value 3222202; 0.02% of shares outstanding; change -0.25)
Holder of ALTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 480239 (value 3111948; 0.01% of shares outstanding; change -0.04)
Holder of ALTG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 139756 (value 905618; 0.00% of shares outstanding; change -0.01)
Holder of ALTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 106753 (value 687489; 0.00% of shares outstanding; change -0.04)
Holder of ALTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 484797 (value 3122092; 0.01% of shares outstanding; change 0.01)
Holder of ALTG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 140944 (value 907679; 0.00% of shares outstanding; change 0.01)
Holder of ALTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 491851 (value 1623108; 0.00% of shares outstanding; change 0.00)
Holder of ALTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1103932 (value 3642975; 0.01% of shares outstanding; change 0.14)
Holder of ALTI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 417171 (value 1205624; 0.00% of shares outstanding; change 0.00)
Holder of ALTI: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 215631 (value 735301; 0.00% of shares outstanding; change 0.01)
Holder of ALTI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 213501 (value 728038; 0.00% of shares outstanding; change 0.03)
Holder of ALTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 246067 (value 733279; 0.00% of shares outstanding; change 0.03)
Holder of ALTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 114151 (value 340169; 0.00% of shares outstanding; change 0.00)
Holder of ALTI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 491851 (value 1677211; 0.00% of shares outstanding; change 0.00)
Holder of ALTI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1103932 (value 3764408; 0.01% of shares outstanding; change 0.00)
Holder of ALTI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 109023 (value 324888; 0.00% of shares outstanding; change -0.03)
Holder of ALTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1024402 (value 3380526; 0.01% of shares outstanding; change 0.02)
Holder of ALTI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 357721 (value 1180479; 0.00% of shares outstanding; change 0.00)
Holder of ALTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 245172 (value 885070; 0.00% of shares outstanding; change 0.00)
Holder of ALTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 114151 (value 412085; 0.00% of shares outstanding; change 0.00)
Holder of ALTI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 424807 (value 1448591; 0.00% of shares outstanding; change 0.02)
Holder of ALTI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 109740 (value 400551; 0.00% of shares outstanding; change 0.01)
Holder of ALTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 984223 (value 3592414; 0.01% of shares outstanding; change -0.04)
Holder of ALTI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 353641 (value 1290789; 0.00% of shares outstanding; change -0.01)
Holder of ALTI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 238451 (value 813117; 0.00% of shares outstanding; change -0.03)
Holder of ALTI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 114151 (value 389254; 0.00% of shares outstanding; change 0.00)
Holder of ALTI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 112069 (value 382155; 0.00% of shares outstanding; change 0.02)
Holder of ALTI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 993604 (value 3388189; 0.01% of shares outstanding; change 0.01)
Holder of ALTI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 356633 (value 1216118; 0.00% of shares outstanding; change 0.01)
Holder of ALTO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 373679 (value 2029076; 0.00% of shares outstanding; change 0.11)
Holder of ALTO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 820999 (value 4474444; 0.01% of shares outstanding; change 0.08)
Holder of ALTO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2230593 (value 12156731; 0.03% of shares outstanding; change 0.00)
Holder of ALTO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 88298 (value 443255; 0.00% of shares outstanding; change 1.00)
Holder of ALTO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 411047 (value 1907258; 0.01% of shares outstanding; change 0.10)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 405899 (value 2204031; 0.01% of shares outstanding; change 0.00)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 118787 (value 645013; 0.00% of shares outstanding; change 0.07)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 143597 (value 779731; 0.00% of shares outstanding; change 0.00)
Holder of ALTO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 872719 (value 4049416; 0.01% of shares outstanding; change 0.06)
Holder of ALTO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2230593 (value 10349951; 0.03% of shares outstanding; change 0.00)
Holder of ALTO: AdvisorShares Trust-AdvisorShares Vice ETF
Shares held as of 2026-04-30: 100000 (value 542999; 0.00% of shares outstanding; change 0.00)
Holder of ALTO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 125212 (value 580983; 0.00% of shares outstanding; change 0.42)
Holder of ALTO: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 254001 (value 1178564; 0.00% of shares outstanding; change 6.03)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 404422 (value 2305205; 0.01% of shares outstanding; change 0.00)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 118787 (value 677085; 0.00% of shares outstanding; change 0.00)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 143597 (value 818502; 0.00% of shares outstanding; change 0.00)
Holder of ALTO: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Small Cap II Fund
Shares held as of 2026-04-30: 79400 (value 432729; 0.00% of shares outstanding; change -0.06)
Holder of ALTO: SEI INSTITUTIONAL MANAGED TRUST-SIMT TAX-MANAGED SMALL/MID CAP FUND
Shares held as of 2026-04-30: 243031 (value 1220015; 0.00% of shares outstanding; change -0.04)
Holder of ALTO: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 168671 (value 964798; 0.00% of shares outstanding; change 1.00)
Holder of ALTO: AdvisorShares Trust-AdvisorShares Vice ETF
Shares held as of 2026-05-31: 110000 (value 626999; 0.00% of shares outstanding; change 0.10)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 401036 (value 1860806; 0.01% of shares outstanding; change -0.01)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 117629 (value 686953; 0.00% of shares outstanding; change -0.01)
Holder of ALTO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 143597 (value 666290; 0.00% of shares outstanding; change 0.00)
Holder of ALTO: SEI INSTITUTIONAL MANAGED TRUST-SIMT TAX-MANAGED SMALL/MID CAP FUND
Shares held as of 2026-05-31: 243031 (value 1127663; 0.00% of shares outstanding; change 0.00)
Holder of ALTO: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 169106 (value 784651; 0.00% of shares outstanding; change 0.00)
Holder of ALTO: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 156324 (value 725343; 0.00% of shares outstanding; change 1.00)
Holder of ALUB: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 9510 (value 95480; 0.00% of shares outstanding; change 1.00)
Holder of ALUB: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 172512 (value 1732020; 0.01% of shares outstanding; change 1.00)
Holder of ALUB: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 26328 (value 264333; 0.00% of shares outstanding; change 1.00)
Holder of ALUB: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 99999 (value 1003989; 0.00% of shares outstanding; change 1.00)
Holder of ALV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 751784 (value 95566784; 0.01% of shares outstanding; change -0.01)
Holder of ALV: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 2156526 (value 253370235; 0.03% of shares outstanding; change 0.07)
Holder of ALV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 367514 (value 46880084; 0.00% of shares outstanding; change 0.01)
Holder of ALV: Fidelity Investment Trust-Fidelity International Growth Fund
Shares held as of 2026-03-31: 317969 (value 40420220; 0.00% of shares outstanding; change 0.07)
Holder of ALV: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-03-31: 702134 (value 89255276; 0.01% of shares outstanding; change 0.11)
Holder of ALV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 766857 (value 90098027; 0.01% of shares outstanding; change 0.02)
Holder of ALV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 369305 (value 42902161; 0.00% of shares outstanding; change 0.00)
Holder of ALV: Fidelity Investment Trust-Fidelity International Growth Fund
Shares held as of 2026-04-30: 317969 (value 36938458; 0.00% of shares outstanding; change 0.00)
Holder of ALV: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-04-30: 700234 (value 81346182; 0.01% of shares outstanding; change 0.00)
Holder of ALV: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 322934 (value 41506706; 0.00% of shares outstanding; change 0.08)
Holder of ALV: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-04-30: 518985 (value 66705141; 0.01% of shares outstanding; change -0.01)
Holder of ALV: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 519979 (value 66832900; 0.01% of shares outstanding; change 0.00)
Holder of ALV: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-04-30: 342140 (value 43975253; 0.00% of shares outstanding; change 0.02)
Holder of ALV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2321525 (value 274497111; 0.03% of shares outstanding; change 0.02)
Holder of ALV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 354669 (value 41670060; 0.00% of shares outstanding; change -0.04)
Holder of ALV: Fidelity Investment Trust-Fidelity International Growth Fund
Shares held as of 2026-05-31: 317969 (value 37358177; 0.00% of shares outstanding; change 0.00)
Holder of ALV: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 699334 (value 82164750; 0.01% of shares outstanding; change 0.00)
Holder of ALV: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 337906 (value 40636576; 0.00% of shares outstanding; change 0.05)
Holder of ALV: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-05-31: 517487 (value 62232987; 0.01% of shares outstanding; change 0.00)
Holder of ALV: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 514898 (value 61247115; 0.01% of shares outstanding; change -0.01)
Holder of ALV: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-05-31: 343083 (value 40809721; 0.00% of shares outstanding; change 0.00)
Holder of ALV: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2331614 (value 273941323; 0.03% of shares outstanding; change 0.00)
Holder of ALV: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 368420 (value 43285665; 0.01% of shares outstanding; change 0.09)
Holder of ALV: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 448411 (value 52683807; 0.01% of shares outstanding; change -0.13)
Holder of ALV: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 529911 (value 62259242; 0.01% of shares outstanding; change 0.03)
Holder of ALV: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-06-30: 348877 (value 40989557; 0.00% of shares outstanding; change 0.02)
Holder of ALV.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3648880 (value 1363586500; 0.01% of shares outstanding; change 0.02)
Holder of ALV.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 963745 (value 360151518; 0.00% of shares outstanding; change 0.01)
Holder of ALV.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 857277 (value 320364425; 0.00% of shares outstanding; change 0.02)
Holder of ALV.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5646254 (value 2110005188; 0.01% of shares outstanding; change 0.01)
Holder of ALV.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1399404 (value 522957291; 0.00% of shares outstanding; change -0.01)
Holder of ALV.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-03-31: 869633 (value 324981862; 0.00% of shares outstanding; change 0.03)
Holder of ALV.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 840802 (value 314207717; 0.00% of shares outstanding; change -0.12)
Holder of ALV.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3682152 (value 1572647141; 0.01% of shares outstanding; change 0.01)
Holder of ALV.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 925925 (value 395462573; 0.00% of shares outstanding; change -0.04)
Holder of ALV.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 878473 (value 375195823; 0.00% of shares outstanding; change 0.02)
Holder of ALV.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5570754 (value 2379269067; 0.01% of shares outstanding; change -0.01)
Holder of ALV.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2713873 (value 1014174373; 0.01% of shares outstanding; change 0.01)
Holder of ALV.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1325440 (value 495316944; 0.00% of shares outstanding; change 0.01)
Holder of ALV.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-04-30: 998940 (value 373303890; 0.00% of shares outstanding; change 0.01)
Holder of ALV.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1431093 (value 611219829; 0.00% of shares outstanding; change 0.01)
Holder of ALV.DE: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 923833 (value 394569079; 0.00% of shares outstanding; change 0.00)
Holder of ALV.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2760367 (value 1178952762; 0.01% of shares outstanding; change 0.02)
Holder of ALV.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1358327 (value 580141469; 0.00% of shares outstanding; change 0.03)
Holder of ALV.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 1014130 (value 433134929; 0.00% of shares outstanding; change 0.02)
Holder of ALV.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 840802 (value 359106539; 0.00% of shares outstanding; change 0.00)
Holder of ALV.V: EQ Advisors Trust-1290 VT GAMCO Mergers & Acquisitions Portfolio
Shares held as of 2026-03-31: 88200 (value 878472; 0.00% of shares outstanding; change 0.00)
Holder of ALV.V: Gabelli 787 Fund, Inc.-Enterprise Mergers and Acquisitions Fund
Shares held as of 2026-03-31: 120000 (value 1102799; 0.00% of shares outstanding; change -0.04)
Holder of ALV.V: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-03-31: 16000 (value 147039; 0.00% of shares outstanding; change 0.00)
Holder of ALV.V: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 160000 (value 1470399; 0.00% of shares outstanding; change 0.00)
Holder of ALV.V: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 4700 (value 46812; 0.00% of shares outstanding; change 1.00)
Holder of ALVO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2025-12-31: 257799 (value 912608; 0.00% of shares outstanding; change -0.02)
Holder of ALVO: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-01-31: 593154 (value 2325163; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: Global Macro Portfolio
Shares held as of 2026-01-31: 159503 (value 625251; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 1140084 (value 4035897; 0.01% of shares outstanding; change 0.00)
Holder of ALVO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 1489165 (value 5495018; 0.00% of shares outstanding; change 0.03)
Holder of ALVO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 257257 (value 1008447; 0.00% of shares outstanding; change 0.08)
Holder of ALVO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1562460 (value 5765477; 0.01% of shares outstanding; change 0.00)
Holder of ALVO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2026-03-31: 250643 (value 766967; 0.00% of shares outstanding; change -0.03)
Holder of ALVO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 200581 (value 710056; 0.00% of shares outstanding; change 0.12)
Holder of ALVO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 1120386 (value 4391913; 0.00% of shares outstanding; change -0.02)
Holder of ALVO: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 763481 (value 2565296; 0.01% of shares outstanding; change -0.07)
Holder of ALVO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 200581 (value 740143; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-04-30: 593154 (value 1815051; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: Global Macro Portfolio
Shares held as of 2026-04-30: 159503 (value 488079; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 1120386 (value 3428381; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 1489165 (value 4556844; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 257257 (value 787206; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1562460 (value 4781127; 0.01% of shares outstanding; change 0.00)
Holder of ALVO: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 808889 (value 2798755; 0.00% of shares outstanding; change 0.06)
Holder of ALVO: iShares Trust-iShares Genomics Immunology and Healthcare ETF
Shares held as of 2026-04-30: 188379 (value 651791; 0.00% of shares outstanding; change 0.11)
Holder of ALVO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 200581 (value 613777; 0.00% of shares outstanding; change 0.00)
Holder of ALVO: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 824932 (value 2524291; 0.00% of shares outstanding; change 0.02)
Holder of ALVO: iShares Trust-iShares Genomics Immunology and Healthcare ETF
Shares held as of 2026-05-31: 188379 (value 576439; 0.00% of shares outstanding; change 0.00)
Holder of ALX: Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund
Shares held as of 2025-12-31: 122516 (value 30152412; 0.02% of shares outstanding; change 0.00)
Holder of ALX: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2025-12-31: 28000 (value 6891080; 0.01% of shares outstanding; change 0.24)
Holder of ALX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 23959 (value 5896549; 0.00% of shares outstanding; change -0.02)
Holder of ALX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 23653 (value 5821239; 0.00% of shares outstanding; change -0.66)
Holder of ALX: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 85586 (value 22198440; 0.02% of shares outstanding; change 0.00)
Holder of ALX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 21881 (value 5675274; 0.00% of shares outstanding; change 0.00)
Holder of ALX: Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund
Shares held as of 2026-03-31: 98861 (value 27081982; 0.02% of shares outstanding; change -0.19)
Holder of ALX: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2026-03-31: 28000 (value 7670320; 0.01% of shares outstanding; change 0.00)
Holder of ALX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 24387 (value 6680574; 0.00% of shares outstanding; change 0.02)
Holder of ALX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 46890 (value 12845046; 0.01% of shares outstanding; change 3.04)
Holder of ALX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 65983 (value 18075383; 0.01% of shares outstanding; change 1.79)
Holder of ALX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 53738 (value 13225459; 0.01% of shares outstanding; change 0.01)
Holder of ALX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 21979 (value 6020927; 0.00% of shares outstanding; change 0.00)
Holder of ALX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 52761 (value 13855038; 0.01% of shares outstanding; change -0.01)
Holder of ALX: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 65430 (value 17181918; 0.01% of shares outstanding; change 0.02)
Holder of ALX: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 85249 (value 23353111; 0.02% of shares outstanding; change 0.00)
Holder of ALX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 51695 (value 14079133; 0.01% of shares outstanding; change -0.04)
Holder of ALX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 17807 (value 4382480; 0.00% of shares outstanding; change 0.00)
Holder of ALX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 53223 (value 14989193; 0.01% of shares outstanding; change 0.01)
Holder of ALX: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 66365 (value 18690375; 0.01% of shares outstanding; change 0.02)
Holder of ALX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 52172 (value 14291997; 0.01% of shares outstanding; change 0.01)
Holder of ALX: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 51641 (value 14146535; 0.01% of shares outstanding; change -0.03)
Holder of ALX: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 66114 (value 18111269; 0.01% of shares outstanding; change 0.00)
Holder of ALX.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 9584565 (value 48306207; 0.01% of shares outstanding; change 0.03)
Holder of ALX.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 14813443 (value 75622626; 0.01% of shares outstanding; change 0.00)
Holder of ALX.AX: NYLI CBRE Global Infrastructure Megatrends Term Fund
Shares held as of 2026-02-28: 11126300 (value 56076551; 0.01% of shares outstanding; change 0.02)
Holder of ALX.AX: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 18295481 (value 92209223; 0.01% of shares outstanding; change 0.00)
Holder of ALX.AX: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 67727750 (value 341347857; 0.05% of shares outstanding; change -0.01)
Holder of ALX.AX: Northern Funds-MULTI-MANAGER GLOBAL LISTED INFRASTRUCTURE FUND
Shares held as of 2026-03-31: 3971327 (value 20015487; 0.00% of shares outstanding; change -0.01)
Holder of ALX.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9071272 (value 45719210; 0.01% of shares outstanding; change -0.05)
Holder of ALX.AX: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI CBRE Global Infrastructure Fd.
Shares held as of 2026-04-30: 3600025 (value 18144125; 0.00% of shares outstanding; change 0.59)
Holder of ALX.AX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-04-30: 3544704 (value 18007096; 0.00% of shares outstanding; change 0.13)
Holder of ALX.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 14371545 (value 72432586; 0.01% of shares outstanding; change -0.03)
Holder of ALX.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7811743 (value 39878948; 0.01% of shares outstanding; change 0.01)
Holder of ALX.AX: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-04-30: 38320189 (value 195624565; 0.03% of shares outstanding; change 0.09)
Holder of ALX.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 3973455 (value 20284487; 0.00% of shares outstanding; change 0.00)
Holder of ALX.AX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-05-31: 3544704 (value 18077990; 0.00% of shares outstanding; change 0.00)
Holder of ALX.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7872038 (value 39675071; 0.01% of shares outstanding; change 0.01)
Holder of ALX.AX: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-05-31: 39277430 (value 197958245; 0.03% of shares outstanding; change 0.03)
Holder of ALX.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 3845128 (value 19379444; 0.00% of shares outstanding; change -0.03)
Holder of ALXO: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 17558 (value 33360; 0.00% of shares outstanding; change -0.07)
Holder of ALXO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 352104 (value 668997; 0.00% of shares outstanding; change 0.24)
Holder of ALXO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 960454 (value 1824862; 0.01% of shares outstanding; change 0.00)
Holder of ALXO: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 32895 (value 62500; 0.00% of shares outstanding; change 1.00)
Holder of ALXO: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 98277 (value 199502; 0.00% of shares outstanding; change 0.27)
Holder of ALXO: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 61000 (value 123829; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 193865 (value 298552; 0.00% of shares outstanding; change 0.02)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 88962 (value 137001; 0.00% of shares outstanding; change 2.31)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 53584 (value 82519; 0.00% of shares outstanding; change 0.09)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 77665 (value 119604; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 400719 (value 813459; 0.00% of shares outstanding; change 0.14)
Holder of ALXO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3642854 (value 7394993; 0.03% of shares outstanding; change 2.79)
Holder of ALXO: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 72511 (value 147197; 0.00% of shares outstanding; change 1.00)
Holder of ALXO: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 63652 (value 129213; 0.00% of shares outstanding; change 0.94)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 187907 (value 388967; 0.00% of shares outstanding; change -0.03)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 88962 (value 184151; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 53584 (value 110918; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 77665 (value 160766; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 187907 (value 381451; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 88962 (value 180592; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 53584 (value 110383; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 77665 (value 157659; 0.00% of shares outstanding; change 0.00)
Holder of ALXO: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 174029 (value 353278; 0.00% of shares outstanding; change 1.00)
Holder of ALYA.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 49462 (value 49956; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 47540 (value 47064; 0.00% of shares outstanding; change -0.02)
Holder of ALYA.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 96304 (value 95340; 0.00% of shares outstanding; change -0.14)
Holder of ALYA.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 17314 (value 17140; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 13911 (value 13911; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 76393 (value 76393; 0.00% of shares outstanding; change -0.02)
Holder of ALYA.TO: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 770000 (value 770000; 0.01% of shares outstanding; change 0.00)
Holder of ALYA.TO: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-03-31: 17000 (value 17169; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 350000 (value 353499; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 468000 (value 472679; 0.01% of shares outstanding; change 0.00)
Holder of ALYA.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 49462 (value 49462; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 47540 (value 47540; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 87652 (value 87652; 0.00% of shares outstanding; change -0.09)
Holder of ALYA.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 17314 (value 17314; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 13911 (value 13911; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 74893 (value 74893; 0.00% of shares outstanding; change -0.02)
Holder of ALYA.TO: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-06-30: 17000 (value 17000; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 350000 (value 350000; 0.00% of shares outstanding; change 0.00)
Holder of ALYA.TO: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 453000 (value 453000; 0.01% of shares outstanding; change -0.03)
Holder of ALZN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 600 (value 714; 0.00% of shares outstanding; change 0.00)
Holder of ALZN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 33624 (value 37322; 0.01% of shares outstanding; change 0.36)
Holder of ALZN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4644 (value 5154; 0.00% of shares outstanding; change 1.51)
Holder of ALZN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4400 (value 5852; 0.00% of shares outstanding; change 6.33)
Holder of ALZN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 33502 (value 40202; 0.01% of shares outstanding; change 0.00)
Holder of ALZN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4644 (value 5572; 0.00% of shares outstanding; change 0.00)
Holder of ALZN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 33502 (value 44557; 0.01% of shares outstanding; change 0.00)
Holder of ALZN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4644 (value 6176; 0.00% of shares outstanding; change 0.00)
Holder of AM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3586520 (value 75173455; 0.01% of shares outstanding; change 0.00)
Holder of AM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7565460 (value 158572034; 0.02% of shares outstanding; change -0.05)
Holder of AM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4877996 (value 102242791; 0.01% of shares outstanding; change -0.04)
Holder of AM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10567615 (value 221497200; 0.02% of shares outstanding; change 0.00)
Holder of AM: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 12757509 (value 290233329; 0.03% of shares outstanding; change -0.11)
Holder of AM: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 3675769 (value 83623744; 0.01% of shares outstanding; change 0.00)
Holder of AM: Kayne Anderson Energy Infrastructure Fund, Inc.
Shares held as of 2026-02-28: 3414715 (value 77684766; 0.01% of shares outstanding; change 0.14)
Holder of AM: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-03-31: 8635831 (value 194997063; 0.02% of shares outstanding; change 0.02)
Holder of AM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3693808 (value 84034132; 0.01% of shares outstanding; change 0.03)
Holder of AM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7635657 (value 173711196; 0.02% of shares outstanding; change 0.01)
Holder of AM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4862411 (value 110619850; 0.01% of shares outstanding; change 0.00)
Holder of AM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10512986 (value 239170431; 0.02% of shares outstanding; change -0.01)
Holder of AM: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 3730685 (value 80843944; 0.01% of shares outstanding; change 0.05)
Holder of AM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 11185851 (value 242844814; 0.02% of shares outstanding; change 0.02)
Holder of AM: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 3396409 (value 76724879; 0.01% of shares outstanding; change -0.09)
Holder of AM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 11234209 (value 255578254; 0.02% of shares outstanding; change 0.00)
Holder of AM: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 3392829 (value 77186859; 0.01% of shares outstanding; change 0.00)
Holder of AM: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 8253829 (value 187774609; 0.02% of shares outstanding; change -0.04)
Holder of AM.PA: MFS Series Trust X-MFS International Large Cap Value Fund
Shares held as of 2024-02-29: 237385 (value 67749677; 0.00% of shares outstanding; change -0.01)
Holder of AM.PA: Templeton Foreign Fund
Shares held as of 2024-02-29: 230060 (value 65659122; 0.00% of shares outstanding; change 0.00)
Holder of AM.PA: Price (T.Rowe) International Growth Equity Trust
Shares held as of 2024-03-31: 600385 (value 171349875; 0.01% of shares outstanding; change 0.12)
Holder of AM.PA: Price (T.Rowe) International Value Equity Trust
Shares held as of 2024-03-31: 287012 (value 81913223; 0.00% of shares outstanding; change 0.13)
Holder of AM.PA: Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund
Shares held as of 2024-03-31: 186869 (value 53332411; 0.00% of shares outstanding; change 0.02)
Holder of AM.PA: Price (T.Rowe) International Stock Fund
Shares held as of 2024-04-30: 708411 (value 202180495; 0.01% of shares outstanding; change -0.01)
Holder of AM.PA: Price (T.Rowe) International Value Equity Fund
Shares held as of 2024-04-30: 249275 (value 71143083; 0.00% of shares outstanding; change 0.00)
Holder of AM.PA: Vanguard International Stock Index-Total Intl Stock Indx
Shares held as of 2024-04-30: 312917 (value 89306509; 0.00% of shares outstanding; change 0.02)
Holder of AM.PA: Fidelity Strategic Advisers Fidelity International Fund
Shares held as of 2024-05-31: 169222 (value 48295957; 0.00% of shares outstanding; change 0.04)
Holder of AM.PA: SEI Institutional Investment Tr-World Equity Ex-U.S. Fd
Shares held as of 2024-05-31: 223390 (value 63755504; 0.00% of shares outstanding; change 0.00)
Holder of AMAL: Delaware VIP Trust-Nomura VIP Small Cap Value Series
Shares held as of 2025-12-31: 276150 (value 11454701; 0.01% of shares outstanding; change 0.00)
Holder of AMAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 228345 (value 9471750; 0.01% of shares outstanding; change -0.01)
Holder of AMAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 552949 (value 22936324; 0.02% of shares outstanding; change 0.06)
Holder of AMAL: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 206922 (value 9095256; 0.01% of shares outstanding; change 0.00)
Holder of AMAL: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 398549 (value 19704262; 0.01% of shares outstanding; change 0.02)
Holder of AMAL: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 784554 (value 38788348; 0.03% of shares outstanding; change 0.34)
Holder of AMAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 224436 (value 9865084; 0.01% of shares outstanding; change 0.01)
Holder of AMAL: Delaware VIP Trust-Nomura VIP Small Cap Value Series
Shares held as of 2026-03-31: 380850 (value 18829223; 0.01% of shares outstanding; change 0.38)
Holder of AMAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 236353 (value 11685291; 0.01% of shares outstanding; change 0.04)
Holder of AMAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 567409 (value 28052700; 0.02% of shares outstanding; change 0.03)
Holder of AMAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 577162 (value 23940679; 0.02% of shares outstanding; change -0.02)
Holder of AMAL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 578996 (value 24561009; 0.02% of shares outstanding; change 0.05)
Holder of AMAL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 210195 (value 9736232; 0.01% of shares outstanding; change 0.05)
Holder of AMAL: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 220056 (value 10879568; 0.01% of shares outstanding; change 0.06)
Holder of AMAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 226859 (value 11215908; 0.01% of shares outstanding; change 0.01)
Holder of AMAL: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 218682 (value 9764151; 0.01% of shares outstanding; change 0.06)
Holder of AMAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 554776 (value 25730511; 0.02% of shares outstanding; change -0.04)
Holder of AMAL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 603309 (value 27981472; 0.02% of shares outstanding; change 0.04)
Holder of AMAL: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 202108 (value 8883657; 0.01% of shares outstanding; change -0.08)