speb/financial-data huggingface dataset:
Holder of AD.AS: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 4003663 (value 143211027; 0.00% of shares outstanding; change 0.00)
Holder of AD.AS: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 3667476 (value 131185618; 0.00% of shares outstanding; change 0.11)
Holder of AD.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 3318007 (value 116860210; 0.00% of shares outstanding; change 0.01)
Holder of AD.AS: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-04-30: 2685518 (value 94583947; 0.00% of shares outstanding; change 0.04)
Holder of AD.AS: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 15461494 (value 553057647; 0.02% of shares outstanding; change 0.00)
Holder of AD.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13110001 (value 468944741; 0.01% of shares outstanding; change 0.00)
Holder of AD.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 6377234 (value 226009164; 0.01% of shares outstanding; change 0.01)
Holder of AD.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3101453 (value 107341290; 0.00% of shares outstanding; change 0.00)
Holder of AD.AS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3352834 (value 119930873; 0.00% of shares outstanding; change 0.01)
Holder of AD.AS: Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd.
Shares held as of 2026-05-31: 2651695 (value 94851131; 0.00% of shares outstanding; change -0.01)
Holder of AD.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 6462704 (value 231170925; 0.01% of shares outstanding; change 0.01)
Holder of AD.AS: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3112287 (value 111326507; 0.00% of shares outstanding; change 0.00)
Holder of ADAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 10309 (value 34225; 0.00% of shares outstanding; change 0.00)
Holder of ADAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 10309 (value 43297; 0.00% of shares outstanding; change 0.00)
Holder of ADAG: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 47124 (value 168232; 0.00% of shares outstanding; change 0.00)
Holder of ADAG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 10309 (value 32988; 0.00% of shares outstanding; change 0.00)
Holder of ADAG: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 44154 (value 158512; 0.00% of shares outstanding; change -0.06)
Holder of ADAG: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 42945 (value 137424; 0.00% of shares outstanding; change -0.03)
Holder of ADAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 894365 (value 8228157; 0.01% of shares outstanding; change -0.01)
Holder of ADAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2764819 (value 25436334; 0.03% of shares outstanding; change 0.00)
Holder of ADAM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 836972 (value 7641554; 0.01% of shares outstanding; change 0.00)
Holder of ADAM: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 2001009 (value 17969059; 0.02% of shares outstanding; change -0.07)
Holder of ADAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 930670 (value 8050295; 0.01% of shares outstanding; change 0.04)
Holder of ADAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2764819 (value 23915683; 0.03% of shares outstanding; change 0.00)
Holder of ADAM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2085628 (value 19187777; 0.02% of shares outstanding; change 0.01)
Holder of ADAM: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1810809 (value 16623227; 0.02% of shares outstanding; change -0.10)
Holder of ADAM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 850916 (value 7360423; 0.01% of shares outstanding; change 0.02)
Holder of ADAM: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 1517924 (value 14131873; 0.02% of shares outstanding; change -0.02)
Holder of ADAM: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 1326332 (value 12348151; 0.01% of shares outstanding; change 0.00)
Holder of ADAM: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-04-30: 923966 (value 8297214; 0.01% of shares outstanding; change -0.01)
Holder of ADAM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5136419 (value 46895506; 0.06% of shares outstanding; change 0.02)
Holder of ADAM: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 1002223 (value 9190384; 0.01% of shares outstanding; change 0.00)
Holder of ADAM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2004135 (value 18377918; 0.02% of shares outstanding; change -0.04)
Holder of ADAM: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 1629773 (value 14097535; 0.02% of shares outstanding; change -0.10)
Holder of ADAM: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 1530860 (value 13747122; 0.02% of shares outstanding; change 0.01)
Holder of ADAM: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 1337667 (value 12012249; 0.01% of shares outstanding; change 0.01)
Holder of ADAM: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-05-31: 932931 (value 8564306; 0.01% of shares outstanding; change 0.01)
Holder of ADAM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5089669 (value 44025634; 0.06% of shares outstanding; change -0.01)
Holder of ADAM: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 1020615 (value 8828319; 0.01% of shares outstanding; change 0.02)
Holder of ADAM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2052288 (value 17752290; 0.02% of shares outstanding; change 0.02)
Holder of ADAM: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 1481009 (value 12810727; 0.02% of shares outstanding; change -0.03)
Holder of ADAM: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 1095554 (value 9476541; 0.01% of shares outstanding; change -0.18)
Holder of ADAM: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-06-30: 880853 (value 7619378; 0.01% of shares outstanding; change -0.06)
Holder of ADAMG: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 279211 (value 6994235; 0.00% of shares outstanding; change 0.15)
Holder of ADAMG: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 263303 (value 6569410; 0.00% of shares outstanding; change -0.06)
Holder of ADAMH: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-01-31: 8557 (value 218417; 0.00% of shares outstanding; change 1.00)
Holder of ADAMH: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 86192 (value 2200050; 0.00% of shares outstanding; change -0.68)
Holder of ADAMH: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-04-30: 8294 (value 210244; 0.00% of shares outstanding; change -0.03)
Holder of ADAMH: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 10760 (value 272755; 0.00% of shares outstanding; change -0.88)
Holder of ADAMH: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 316201 (value 7999885; 0.00% of shares outstanding; change -0.07)
Holder of ADAMH: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 313321 (value 7942374; 0.00% of shares outstanding; change -0.01)
Holder of ADAMM: AMERICAN BEACON FUNDS-American Beacon SSI Alternative Income Fund
Shares held as of 2025-12-31: 1078 (value 27305; 0.00% of shares outstanding; change 0.00)
Holder of ADAMM: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-01-31: 15454 (value 391604; 0.00% of shares outstanding; change -0.10)
Holder of ADAMM: ETFis Series Trust I-InfraCap REIT Preferred ETF
Shares held as of 2026-01-31: 29654 (value 751432; 0.00% of shares outstanding; change 0.01)
Holder of ADAMM: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 1144496 (value 29001528; 0.19% of shares outstanding; change 0.10)
Holder of ADAMM: Morningstar Funds Trust-Morningstar Alternatives Fund
Shares held as of 2026-01-31: 2103 (value 53290; 0.00% of shares outstanding; change 0.00)
Holder of ADAMM: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 12631 (value 316532; 0.00% of shares outstanding; change 0.01)
Holder of ADAMM: -EP Private Capital Fund I
Shares held as of 2026-03-31: 6877 (value 172337; 0.00% of shares outstanding; change 1.00)
Holder of ADAMM: AMERICAN BEACON FUNDS-American Beacon SSI Alternative Income Fund
Shares held as of 2026-03-31: 1078 (value 27014; 0.00% of shares outstanding; change 0.00)
Holder of ADAMM: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-04-30: 15027 (value 376576; 0.00% of shares outstanding; change -0.03)
Holder of ADAMM: ETFis Series Trust I-InfraCap REIT Preferred ETF
Shares held as of 2026-04-30: 33419 (value 837480; 0.01% of shares outstanding; change 0.13)
Holder of ADAMM: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 1160797 (value 29089572; 0.19% of shares outstanding; change 0.01)
Holder of ADAMM: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 110949 (value 2807009; 0.02% of shares outstanding; change 0.00)
Holder of ADAMM: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 72299 (value 1832056; 0.01% of shares outstanding; change 0.06)
Holder of ADAMM: Morningstar Funds Trust-Morningstar Alternatives Fund
Shares held as of 2026-04-30: 2103 (value 52701; 0.00% of shares outstanding; change 0.00)
Holder of ADAMM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 512602 (value 12745438; 0.09% of shares outstanding; change -0.03)
Holder of ADAMM: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-05-31: 112941 (value 2848371; 0.02% of shares outstanding; change 0.02)
Holder of ADAMM: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-05-31: 80099 (value 2020096; 0.01% of shares outstanding; change 0.11)
Holder of ADAMM: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 507962 (value 12729527; 0.08% of shares outstanding; change -0.01)
Holder of ADAMM: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-06-30: 107307 (value 2689113; 0.02% of shares outstanding; change -0.05)
Holder of ADAMM: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-06-30: 81524 (value 2042991; 0.01% of shares outstanding; change 0.02)
Holder of ADAMZ: Spirit of America Investment Fd., Inc.-Spirit of America Real Estate I
Shares held as of 2026-03-31: 2000 (value 36520; 0.00% of shares outstanding; change 0.00)
Holder of ADAMZ: Spirit of America Investment Fd., Inc.-Spirit of America Real Estate I
Shares held as of 2026-04-30: 2000 (value 37840; 0.00% of shares outstanding; change 0.00)
Holder of ADB.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2972658 (value 583770592; 0.01% of shares outstanding; change 0.03)
Holder of ADB.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5242399 (value 1213877504; 0.01% of shares outstanding; change -0.02)
Holder of ADB.DE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 3098357 (value 608455362; 0.01% of shares outstanding; change 0.21)
Holder of ADB.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 10429575 (value 2048159989; 0.03% of shares outstanding; change -0.01)
Holder of ADB.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 4505672 (value 884823889; 0.01% of shares outstanding; change -0.01)
Holder of ADB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13034727 (value 2559759751; 0.03% of shares outstanding; change -0.01)
Holder of ADB.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 8724862 (value 2020241822; 0.02% of shares outstanding; change 0.02)
Holder of ADB.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 3150467 (value 729490643; 0.01% of shares outstanding; change 0.02)
Holder of ADB.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4899878 (value 1134566765; 0.01% of shares outstanding; change 0.03)
Holder of ADB.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5309668 (value 1229453641; 0.01% of shares outstanding; change 0.01)
Holder of ADB.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5253175 (value 1031618532; 0.01% of shares outstanding; change 0.00)
Holder of ADB.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 8833153 (value 1794013428; 0.02% of shares outstanding; change 0.01)
Holder of ADB.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5408548 (value 1062130682; 0.01% of shares outstanding; change 0.02)
Holder of ADB.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 8580026 (value 1684945547; 0.02% of shares outstanding; change -0.03)
Holder of ADB.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 3189489 (value 626351865; 0.01% of shares outstanding; change 0.00)
Holder of ADB.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4885117 (value 959339300; 0.01% of shares outstanding; change -0.01)
Holder of ADBE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 10555313 (value 2736042592; 0.03% of shares outstanding; change 0.01)
Holder of ADBE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 4560321 (value 1182080767; 0.01% of shares outstanding; change -0.03)
Holder of ADBE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 13150738 (value 3408802684; 0.03% of shares outstanding; change -0.01)
Holder of ADBE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2972658 (value 669175044; 0.01% of shares outstanding; change 0.03)
Holder of ADBE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5242399 (value 1358882199; 0.01% of shares outstanding; change -0.02)
Holder of ADBE: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 3098357 (value 697471146; 0.01% of shares outstanding; change 0.21)
Holder of ADBE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 10429575 (value 2347801634; 0.03% of shares outstanding; change -0.01)
Holder of ADBE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 4505672 (value 1014271826; 0.01% of shares outstanding; change -0.01)
Holder of ADBE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13034727 (value 2934247402; 0.03% of shares outstanding; change -0.01)
Holder of ADBE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5260494 (value 1026638028; 0.01% of shares outstanding; change 0.00)
Holder of ADBE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 8724862 (value 1780046382; 0.02% of shares outstanding; change 0.02)
Holder of ADBE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 3150467 (value 614845151; 0.01% of shares outstanding; change 0.02)
Holder of ADBE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4899878 (value 999673130; 0.01% of shares outstanding; change 0.03)
Holder of ADBE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5309668 (value 1157879339; 0.01% of shares outstanding; change 0.01)
Holder of ADBE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5253175 (value 1182542227; 0.01% of shares outstanding; change 0.00)
Holder of ADBE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 8833153 (value 2095665549; 0.02% of shares outstanding; change 0.01)
Holder of ADBE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 3181893 (value 708448457; 0.01% of shares outstanding; change 0.01)
Holder of ADBE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4947917 (value 1101653689; 0.01% of shares outstanding; change 0.01)
Holder of ADBE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5408548 (value 1217518243; 0.01% of shares outstanding; change 0.02)
Holder of ADBE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 8580026 (value 1931449658; 0.02% of shares outstanding; change -0.03)
Holder of ADBE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 3189489 (value 717985870; 0.01% of shares outstanding; change 0.00)
Holder of ADBE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4885117 (value 1099688690; 0.01% of shares outstanding; change -0.01)
Holder of ADC: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2025-12-31: 2261200 (value 167667983; 0.02% of shares outstanding; change 0.16)
Holder of ADC: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 2410384 (value 178729977; 0.02% of shares outstanding; change 0.00)
Holder of ADC: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2025-12-31: 2062901 (value 152964112; 0.02% of shares outstanding; change 0.07)
Holder of ADC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1234708 (value 91553600; 0.01% of shares outstanding; change 0.04)
Holder of ADC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2607736 (value 193363628; 0.02% of shares outstanding; change -0.01)
Holder of ADC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1681645 (value 124693979; 0.01% of shares outstanding; change 0.00)
Holder of ADC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3591730 (value 266326784; 0.03% of shares outstanding; change 0.04)
Holder of ADC: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 1277028 (value 93542301; 0.01% of shares outstanding; change 1.00)
Holder of ADC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4131612 (value 302640579; 0.03% of shares outstanding; change -0.03)
Holder of ADC: COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha
Shares held as of 2026-03-31: 2867504 (value 231206839; 0.02% of shares outstanding; change 0.27)
Holder of ADC: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 2887359 (value 232807748; 0.02% of shares outstanding; change 0.20)
Holder of ADC: COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares
Shares held as of 2026-03-31: 2547574 (value 205410884; 0.02% of shares outstanding; change 0.23)
Holder of ADC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1337577 (value 107848829; 0.01% of shares outstanding; change 0.08)
Holder of ADC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2767710 (value 223160449; 0.02% of shares outstanding; change 0.06)
Holder of ADC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1762396 (value 142101984; 0.01% of shares outstanding; change 0.05)
Holder of ADC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3798083 (value 306239421; 0.03% of shares outstanding; change 0.06)
Holder of ADC: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 1276374 (value 102914032; 0.01% of shares outstanding; change 0.00)
Holder of ADC: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4267045 (value 344051826; 0.04% of shares outstanding; change 0.03)
Holder of ADC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4045428 (value 296327601; 0.03% of shares outstanding; change 0.02)
Holder of ADC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4065339 (value 327788272; 0.03% of shares outstanding; change 0.00)
Holder of ADCT: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 3364067 (value 3464988; 0.03% of shares outstanding; change 1.00)
Holder of ADCT: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 212668 (value 231808; 0.00% of shares outstanding; change 0.17)
Holder of ADCT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 841265 (value 916978; 0.01% of shares outstanding; change 0.01)
Holder of ADCT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 426552 (value 490534; 0.00% of shares outstanding; change 0.20)
Holder of ADCT: VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF
Shares held as of 2026-02-28: 316579 (value 364065; 0.00% of shares outstanding; change 1.00)
Holder of ADCT: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 5701655 (value 6556903; 0.04% of shares outstanding; change 0.69)
Holder of ADCT: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 173365 (value 199369; 0.00% of shares outstanding; change 0.41)
Holder of ADCT: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 673142 (value 2288682; 0.01% of shares outstanding; change -0.10)
Holder of ADCT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 257204 (value 264920; 0.00% of shares outstanding; change 0.13)
Holder of ADCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2458561 (value 8359107; 0.02% of shares outstanding; change 0.16)
Holder of ADCT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1004348 (value 1155000; 0.01% of shares outstanding; change 0.19)
Holder of ADCT: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 224361 (value 258015; 0.00% of shares outstanding; change 0.06)
Holder of ADCT: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 663342 (value 829177; 0.01% of shares outstanding; change -0.01)
Holder of ADCT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 261892 (value 340459; 0.00% of shares outstanding; change 0.02)
Holder of ADCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2362313 (value 2952891; 0.02% of shares outstanding; change -0.04)
Holder of ADCT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 831163 (value 1038953; 0.01% of shares outstanding; change 0.00)
Holder of ADCT: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 657742 (value 756403; 0.01% of shares outstanding; change -0.01)
Holder of ADCT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 262542 (value 301923; 0.00% of shares outstanding; change 0.00)
Holder of ADCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2450573 (value 2818158; 0.02% of shares outstanding; change 0.04)
Holder of ADCT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 822595 (value 945984; 0.01% of shares outstanding; change -0.01)
Holder of ADEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1179074 (value 31504856; 0.01% of shares outstanding; change 0.01)
Holder of ADEA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2364277 (value 63173479; 0.02% of shares outstanding; change -0.04)
Holder of ADEA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1522201 (value 40673209; 0.01% of shares outstanding; change -0.03)
Holder of ADEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3260696 (value 87125794; 0.03% of shares outstanding; change 0.02)
Holder of ADEA: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-01-31: 1390246 (value 44223724; 0.01% of shares outstanding; change -0.01)
Holder of ADEA: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 8335999 (value 216319180; 0.08% of shares outstanding; change -0.01)
Holder of ADEA: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2718106 (value 70534852; 0.02% of shares outstanding; change 0.03)
Holder of ADEA: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 1466637 (value 46815053; 0.01% of shares outstanding; change -0.07)
Holder of ADEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1222957 (value 31735735; 0.01% of shares outstanding; change 0.04)
Holder of ADEA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2391308 (value 62054444; 0.02% of shares outstanding; change 0.01)
Holder of ADEA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1521115 (value 39472935; 0.01% of shares outstanding; change 0.00)
Holder of ADEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3297801 (value 85577938; 0.03% of shares outstanding; change 0.01)
Holder of ADEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2669357 (value 71325217; 0.02% of shares outstanding; change 0.00)
Holder of ADEA: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-04-30: 1390246 (value 36076884; 0.01% of shares outstanding; change 0.00)
Holder of ADEA: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 1176786 (value 34515133; 0.01% of shares outstanding; change -0.20)
Holder of ADEA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6437726 (value 204784060; 0.06% of shares outstanding; change 0.00)
Holder of ADEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2573318 (value 75475416; 0.02% of shares outstanding; change -0.04)
Holder of ADEA: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-05-31: 1114858 (value 28930565; 0.01% of shares outstanding; change -0.05)
Holder of ADEA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6437726 (value 167058994; 0.06% of shares outstanding; change 0.00)
Holder of ADEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2605625 (value 67615970; 0.02% of shares outstanding; change 0.01)
Holder of ADEN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1522341 (value 25483987; 0.01% of shares outstanding; change 0.02)
Holder of ADEN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1104994 (value 16840108; 0.01% of shares outstanding; change 0.04)
Holder of ADEN.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 675712 (value 10068108; 0.00% of shares outstanding; change 0.27)
Holder of ADEN.SW: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 1474467 (value 22470876; 0.01% of shares outstanding; change 0.05)
Holder of ADEN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2375179 (value 35390166; 0.01% of shares outstanding; change 0.01)
Holder of ADEN.SW: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 1080129 (value 16461165; 0.01% of shares outstanding; change -0.03)
Holder of ADEN.SW: Templeton Funds-Templeton Foreign Fund
Shares held as of 2026-02-28: 1669931 (value 36771881; 0.01% of shares outstanding; change -0.04)
Holder of ADEN.SW: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 676664 (value 11164956; 0.00% of shares outstanding; change -0.03)
Holder of ADEN.SW: HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd.
Shares held as of 2026-03-31: 696700 (value 15341334; 0.00% of shares outstanding; change 0.21)
Holder of ADEN.SW: SmallCap World Fund Inc
Shares held as of 2026-03-31: 6007869 (value 132293278; 0.03% of shares outstanding; change -0.04)
Holder of ADEN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1564495 (value 34450180; 0.01% of shares outstanding; change 0.03)
Holder of ADEN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1076454 (value 23703517; 0.01% of shares outstanding; change -0.03)
Holder of ADEN.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 766636 (value 16881325; 0.00% of shares outstanding; change 0.13)
Holder of ADEN.SW: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 1631399 (value 35923406; 0.01% of shares outstanding; change 0.11)
Holder of ADEN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2372186 (value 52235536; 0.01% of shares outstanding; change 0.00)
Holder of ADEN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1224876 (value 20210454; 0.01% of shares outstanding; change 0.01)
Holder of ADEN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1259974 (value 27744628; 0.01% of shares outstanding; change 0.03)
Holder of ADEN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 678014 (value 14929868; 0.00% of shares outstanding; change 0.02)
Holder of ADG.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 104276 (value 4319111; 0.00% of shares outstanding; change 0.00)
Holder of ADG.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 104457 (value 4326608; 0.00% of shares outstanding; change 0.00)
Holder of ADG.DE: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 664347 (value 27517251; 0.02% of shares outstanding; change 0.41)
Holder of ADG.DE: BARON SELECT FUNDS-Baron International Growth Fund
Shares held as of 2026-03-31: 125709 (value 3366487; 0.00% of shares outstanding; change -0.02)
Holder of ADG.DE: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 135168 (value 3619799; 0.00% of shares outstanding; change -0.24)
Holder of ADG.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 253403 (value 10495951; 0.01% of shares outstanding; change 0.02)
Holder of ADG.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 126508 (value 3387884; 0.00% of shares outstanding; change 0.21)
Holder of ADG.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 130586 (value 3497093; 0.00% of shares outstanding; change 0.25)
Holder of ADG.DE: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-04-30: 187439 (value 7763723; 0.01% of shares outstanding; change 0.04)
Holder of ADG.DE: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 442893 (value 11860674; 0.01% of shares outstanding; change -0.33)
Holder of ADG.DE: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-04-30: 1845869 (value 76455890; 0.05% of shares outstanding; change -0.02)
Holder of ADG.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 248280 (value 10283757; 0.01% of shares outstanding; change 0.01)
Holder of ADG.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 120655 (value 4997529; 0.00% of shares outstanding; change 0.00)
Holder of ADG.DE: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 202395 (value 5990892; 0.01% of shares outstanding; change 0.05)
Holder of ADG.DE: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-05-31: 1957612 (value 57945315; 0.05% of shares outstanding; change 0.06)
Holder of ADG.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 250275 (value 6702364; 0.01% of shares outstanding; change 0.01)
Holder of ADG.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 134178 (value 3593286; 0.00% of shares outstanding; change 0.11)
Holder of ADG.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 243057 (value 6509066; 0.01% of shares outstanding; change -0.03)
Holder of ADG.DE: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 178952 (value 4792334; 0.01% of shares outstanding; change -0.12)
Holder of ADG.DE: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-06-30: 1573318 (value 42133457; 0.04% of shares outstanding; change -0.20)
Holder of ADGM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 21669 (value 15688; 0.00% of shares outstanding; change 0.00)
Holder of ADGM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4000 (value 2895; 0.00% of shares outstanding; change 1.00)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 91785 (value 66544; 0.00% of shares outstanding; change 0.79)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5436 (value 3941; 0.00% of shares outstanding; change 0.00)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10400 (value 7540; 0.00% of shares outstanding; change 0.13)
Holder of ADGM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 35426 (value 17075; 0.00% of shares outstanding; change 0.63)
Holder of ADGM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4000 (value 1927; 0.00% of shares outstanding; change 0.00)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 91451 (value 59589; 0.00% of shares outstanding; change 0.00)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5436 (value 3542; 0.00% of shares outstanding; change 0.00)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10400 (value 6776; 0.00% of shares outstanding; change 0.00)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 66969 (value 32279; 0.00% of shares outstanding; change -0.27)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5436 (value 2620; 0.00% of shares outstanding; change 0.00)
Holder of ADGM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10400 (value 5012; 0.00% of shares outstanding; change 0.00)
Holder of ADI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 12405695 (value 5134096951; 0.03% of shares outstanding; change 0.01)
Holder of ADI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15382520 (value 6366055995; 0.03% of shares outstanding; change -0.01)
Holder of ADI: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 3629527 (value 1349675857; 0.01% of shares outstanding; change -0.19)
Holder of ADI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6240167 (value 2582493151; 0.01% of shares outstanding; change 0.00)
Holder of ADI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12416714 (value 4617279086; 0.03% of shares outstanding; change 0.00)
Holder of ADI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15503255 (value 5765040177; 0.03% of shares outstanding; change 0.01)
Holder of ADI: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4515516 (value 1679139713; 0.01% of shares outstanding; change 0.00)
Holder of ADI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6261710 (value 2720462473; 0.01% of shares outstanding; change 0.00)
Holder of ADI: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 10449218 (value 4365578877; 0.02% of shares outstanding; change 0.02)
Holder of ADI: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 3750230 (value 1629324893; 0.01% of shares outstanding; change 0.02)
Holder of ADI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5834218 (value 2437477988; 0.01% of shares outstanding; change 0.03)
Holder of ADI: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-04-30: 6588911 (value 2644723082; 0.01% of shares outstanding; change 0.09)
Holder of ADI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6320199 (value 2457482892; 0.01% of shares outstanding; change 0.01)
Holder of ADI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6252997 (value 2325239372; 0.01% of shares outstanding; change 0.00)
Holder of ADI: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 10579098 (value 3970970070; 0.02% of shares outstanding; change 0.01)
Holder of ADI: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 3787450 (value 1490891873; 0.01% of shares outstanding; change 0.01)
Holder of ADI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5891302 (value 2319052205; 0.01% of shares outstanding; change 0.01)
Holder of ADI: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-05-31: 6452489 (value 2539957864; 0.01% of shares outstanding; change -0.02)
Holder of ADI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6437619 (value 2393892907; 0.01% of shares outstanding; change 0.02)
Holder of ADI: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 10339488 (value 3844841856; 0.02% of shares outstanding; change -0.02)
Holder of ADI: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 3852372 (value 1432542995; 0.01% of shares outstanding; change 0.02)
Holder of ADI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5900583 (value 2194190707; 0.01% of shares outstanding; change 0.00)
Holder of ADI: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-06-30: 7841647 (value 2915994738; 0.02% of shares outstanding; change 0.22)
Holder of ADI1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1522341 (value 28406882; 0.01% of shares outstanding; change 0.02)
Holder of ADI1.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1104994 (value 20619187; 0.01% of shares outstanding; change 0.04)
Holder of ADI1.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 1474467 (value 27513553; 0.01% of shares outstanding; change 0.05)
Holder of ADI1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2375179 (value 44320839; 0.01% of shares outstanding; change 0.01)
Holder of ADI1.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 1080129 (value 20155206; 0.01% of shares outstanding; change -0.03)
Holder of ADI1.DE: Templeton Funds-Templeton Foreign Fund
Shares held as of 2026-02-28: 1669931 (value 39477167; 0.01% of shares outstanding; change -0.04)
Holder of ADI1.DE: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 676664 (value 12626550; 0.00% of shares outstanding; change -0.03)
Holder of ADI1.DE: HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd.
Shares held as of 2026-03-31: 696700 (value 16469987; 0.00% of shares outstanding; change 0.21)
Holder of ADI1.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 6007869 (value 142026019; 0.03% of shares outstanding; change -0.04)
Holder of ADI1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1564495 (value 36984660; 0.01% of shares outstanding; change 0.03)
Holder of ADI1.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1076454 (value 25447371; 0.01% of shares outstanding; change -0.03)
Holder of ADI1.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 766636 (value 18123274; 0.00% of shares outstanding; change 0.13)
Holder of ADI1.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 1631399 (value 38566271; 0.01% of shares outstanding; change 0.11)
Holder of ADI1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2372186 (value 56078475; 0.01% of shares outstanding; change 0.00)
Holder of ADI1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1224876 (value 22856185; 0.01% of shares outstanding; change 0.01)
Holder of ADI1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1259974 (value 29785784; 0.01% of shares outstanding; change 0.03)
Holder of ADI1.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 678014 (value 16028250; 0.00% of shares outstanding; change 0.02)
Holder of ADIL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 362 (value 868; 0.00% of shares outstanding; change 0.00)
Holder of ADIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 23682 (value 52337; 0.01% of shares outstanding; change 3.49)
Holder of ADIL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 366 (value 808; 0.00% of shares outstanding; change 0.00)
Holder of ADIL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 310 (value 685; 0.00% of shares outstanding; change 0.00)
Holder of ADIL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 361 (value 1003; 0.00% of shares outstanding; change 0.00)
Holder of ADIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 23596 (value 60405; 0.01% of shares outstanding; change 0.00)
Holder of ADIL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 310 (value 793; 0.00% of shares outstanding; change 0.00)
Holder of ADIL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 23596 (value 65596; 0.01% of shares outstanding; change 0.00)
Holder of ADIL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 310 (value 861; 0.00% of shares outstanding; change 0.00)
Holder of ADM: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 11515000 (value 918666685; 0.02% of shares outstanding; change 0.16)
Holder of ADM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 12118980 (value 966852209; 0.03% of shares outstanding; change 0.02)
Holder of ADM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15141744 (value 1208008317; 0.03% of shares outstanding; change 0.00)
Holder of ADM: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 14836942 (value 1274790029; 0.03% of shares outstanding; change 0.08)
Holder of ADM: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 11515000 (value 989368778; 0.02% of shares outstanding; change 0.00)
Holder of ADM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6137243 (value 489629239; 0.01% of shares outstanding; change 0.00)
Holder of ADM: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 6967261 (value 598627052; 0.01% of shares outstanding; change -0.33)
Holder of ADM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12212224 (value 1049274263; 0.03% of shares outstanding; change 0.01)
Holder of ADM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 10392098 (value 892889041; 0.02% of shares outstanding; change -0.01)
Holder of ADM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15258254 (value 1310989155; 0.03% of shares outstanding; change 0.01)
Holder of ADM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4451560 (value 382478027; 0.01% of shares outstanding; change 0.01)
Holder of ADM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6158452 (value 462499735; 0.01% of shares outstanding; change 0.00)
Holder of ADM: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-04-30: 4597288 (value 368886379; 0.01% of shares outstanding; change -0.09)
Holder of ADM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5739248 (value 460517247; 0.01% of shares outstanding; change 0.03)
Holder of ADM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6216002 (value 484413037; 0.01% of shares outstanding; change 0.01)
Holder of ADM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6149862 (value 528396131; 0.01% of shares outstanding; change 0.00)
Holder of ADM: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-05-31: 4731070 (value 373659924; 0.01% of shares outstanding; change 0.03)
Holder of ADM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5795327 (value 457714945; 0.01% of shares outstanding; change 0.01)
Holder of ADM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6331774 (value 544026010; 0.01% of shares outstanding; change 0.02)
Holder of ADM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5824622 (value 500451511; 0.01% of shares outstanding; change 0.01)