speb/financial-data huggingface dataset:
Holder of AVT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2777140 (value 248331853; 0.03% of shares outstanding; change 0.00)
Holder of AVT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2551959 (value 228196169; 0.02% of shares outstanding; change -0.05)
Holder of AVTR: Dodge & Cox Funds-Dodge & Cox Global Stock Fund
Shares held as of 2025-12-31: 7756600 (value 70740191; 0.01% of shares outstanding; change 0.00)
Holder of AVTR: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 74871715 (value 682830032; 0.11% of shares outstanding; change 0.00)
Holder of AVTR: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 15407400 (value 140515486; 0.02% of shares outstanding; change 0.01)
Holder of AVTR: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 11223873 (value 102361720; 0.02% of shares outstanding; change -0.06)
Holder of AVTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 15467875 (value 141067018; 0.02% of shares outstanding; change -0.04)
Holder of AVTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 9975927 (value 90980453; 0.01% of shares outstanding; change -0.04)
Holder of AVTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 21536586 (value 196413661; 0.03% of shares outstanding; change 0.00)
Holder of AVTR: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 20480758 (value 196205660; 0.03% of shares outstanding; change 0.09)
Holder of AVTR: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 7608234 (value 69387093; 0.01% of shares outstanding; change 0.00)
Holder of AVTR: Dodge & Cox Funds-Dodge & Cox Global Stock Fund
Shares held as of 2026-03-31: 7756600 (value 88735500; 0.01% of shares outstanding; change 0.00)
Holder of AVTR: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 74871715 (value 856532388; 0.11% of shares outstanding; change 0.00)
Holder of AVTR: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 10105095 (value 115602282; 0.01% of shares outstanding; change -0.10)
Holder of AVTR: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 8678853 (value 99286074; 0.01% of shares outstanding; change 5.45)
Holder of AVTR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7613632 (value 87099946; 0.01% of shares outstanding; change 0.04)
Holder of AVTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 15726745 (value 179913956; 0.02% of shares outstanding; change 0.02)
Holder of AVTR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 10014521 (value 114566116; 0.01% of shares outstanding; change 0.00)
Holder of AVTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21737119 (value 248672632; 0.03% of shares outstanding; change 0.01)
Holder of AVTR: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 20480758 (value 234299862; 0.03% of shares outstanding; change 0.00)
Holder of AVTR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 23038537 (value 220709182; 0.03% of shares outstanding; change 0.02)
Holder of AVTR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 23138384 (value 264703103; 0.03% of shares outstanding; change 0.00)
Holder of AVTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 155629 (value 2482282; 0.00% of shares outstanding; change 0.43)
Holder of AVTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 537792 (value 8577782; 0.01% of shares outstanding; change 0.07)
Holder of AVTX: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 95426 (value 1522044; 0.00% of shares outstanding; change 0.31)
Holder of AVTX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 164719 (value 2421369; 0.00% of shares outstanding; change 1.00)
Holder of AVTX: Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund
Shares held as of 2026-02-28: 165400 (value 2431379; 0.00% of shares outstanding; change 1.00)
Holder of AVTX: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 123700 (value 1620470; 0.00% of shares outstanding; change 1.00)
Holder of AVTX: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 322061 (value 5938805; 0.01% of shares outstanding; change 1.00)
Holder of AVTX: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 247443 (value 4587593; 0.00% of shares outstanding; change 1.00)
Holder of AVTX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 358300 (value 5714884; 0.01% of shares outstanding; change 0.00)
Holder of AVTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 77638 (value 1238326; 0.00% of shares outstanding; change 0.04)
Holder of AVTX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 80600 (value 1285569; 0.00% of shares outstanding; change 1.00)
Holder of AVTX: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 348393 (value 6424367; 0.01% of shares outstanding; change 1.00)
Holder of AVTX: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 678823 (value 12517496; 0.01% of shares outstanding; change 1.00)
Holder of AVTX: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 314490 (value 5799195; 0.01% of shares outstanding; change 1.00)
Holder of AVTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 163278 (value 2138941; 0.00% of shares outstanding; change 0.05)
Holder of AVTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 537792 (value 9916884; 0.01% of shares outstanding; change 0.00)
Holder of AVTX: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 171679 (value 2523681; 0.00% of shares outstanding; change 0.80)
Holder of AVTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 39723 (value 633581; 0.00% of shares outstanding; change 0.41)
Holder of AVTX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 358300 (value 5267009; 0.01% of shares outstanding; change 0.00)
Holder of AVTX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 785400 (value 14482776; 0.01% of shares outstanding; change 3.77)
Holder of AVTX: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 556500 (value 10261860; 0.01% of shares outstanding; change 3.50)
Holder of AVTX: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 224700 (value 4485011; 0.00% of shares outstanding; change 1.00)
Holder of AVTX: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-05-31: 444906 (value 8204066; 0.01% of shares outstanding; change 1.00)
Holder of AVTX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 476100 (value 8779284; 0.01% of shares outstanding; change 0.33)
Holder of AVTX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2021992 (value 37285533; 0.04% of shares outstanding; change 1.00)
Holder of AVTX.AS: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 7876 (value 56707; 0.00% of shares outstanding; change 0.00)
Holder of AVTX.AS: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 3710 (value 26711; 0.00% of shares outstanding; change 0.00)
Holder of AVTX.AS: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 422 (value 3097; 0.00% of shares outstanding; change 0.00)
Holder of AVTX.AS: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 482 (value 3470; 0.00% of shares outstanding; change 0.00)
Holder of AVTX.AS: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional Intl Core Eqy. Fd.
Shares held as of 2026-03-31: 1351 (value 9538; 0.00% of shares outstanding; change 0.00)
Holder of AVTX.AS: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 4 (value 31; 0.00% of shares outstanding; change 0.00)
Holder of AVTX.AS: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 4039 (value 28515; 0.00% of shares outstanding; change 1.00)
Holder of AVTX.AS: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 3710 (value 26192; 0.00% of shares outstanding; change 0.00)
Holder of AVTX.AS: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 482 (value 3402; 0.00% of shares outstanding; change 0.00)
Holder of AVTX.AS: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 4 (value 28; 0.00% of shares outstanding; change 0.00)
Holder of AVX: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 30769 (value 171383; 0.00% of shares outstanding; change 1.00)
Holder of AVX: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 18653 (value 103897; 0.00% of shares outstanding; change 1.00)
Holder of AVX: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1 (value 0; 0.00% of shares outstanding; change 0.00)
Holder of AVX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 57984 (value 23257; 0.00% of shares outstanding; change 0.00)
Holder of AVX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4832 (value 25078; 0.00% of shares outstanding; change 0.00)
Holder of AVX: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 48404 (value 167477; 0.01% of shares outstanding; change 0.57)
Holder of AVX: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 25355 (value 87728; 0.00% of shares outstanding; change 0.36)
Holder of AVX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4832 (value 16718; 0.00% of shares outstanding; change 0.00)
Holder of AVX.DE: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 531197 (value 145176133; 0.01% of shares outstanding; change 0.05)
Holder of AVX.DE: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 752948 (value 205780679; 0.02% of shares outstanding; change -0.12)
Holder of AVX.DE: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 391921 (value 104603712; 0.01% of shares outstanding; change -0.05)
Holder of AVX.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 769708 (value 210361187; 0.02% of shares outstanding; change 0.03)
Holder of AVX.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 421187 (value 115110401; 0.01% of shares outstanding; change 0.04)
Holder of AVX.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 487096 (value 133123330; 0.01% of shares outstanding; change 0.01)
Holder of AVX.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 870459 (value 237896434; 0.02% of shares outstanding; change 0.02)
Holder of AVX.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1202281 (value 328583382; 0.03% of shares outstanding; change 0.01)
Holder of AVX.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 372951 (value 101927503; 0.01% of shares outstanding; change 0.01)
Holder of AVX.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1274984 (value 340293221; 0.03% of shares outstanding; change 0.02)
Holder of AVX.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 887808 (value 236955949; 0.02% of shares outstanding; change -0.04)
Holder of AVX.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1280504 (value 349961727; 0.03% of shares outstanding; change 0.00)
Holder of AVX.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 902634 (value 246689861; 0.02% of shares outstanding; change 0.02)
Holder of AVXL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 932477 (value 2825405; 0.01% of shares outstanding; change -0.02)
Holder of AVXL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2561906 (value 7762575; 0.03% of shares outstanding; change 0.01)
Holder of AVXL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 820515 (value 2240005; 0.01% of shares outstanding; change 0.01)
Holder of AVXL: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 417911 (value 1002986; 0.00% of shares outstanding; change 0.01)
Holder of AVXL: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 415027 (value 996064; 0.00% of shares outstanding; change 0.01)
Holder of AVXL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 507180 (value 1303452; 0.01% of shares outstanding; change 0.12)
Holder of AVXL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1045261 (value 2508626; 0.01% of shares outstanding; change 0.12)
Holder of AVXL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2731053 (value 6554527; 0.03% of shares outstanding; change 0.07)
Holder of AVXL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 668447 (value 2025394; 0.01% of shares outstanding; change 0.03)
Holder of AVXL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2136920 (value 6474867; 0.02% of shares outstanding; change 0.04)
Holder of AVXL: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 526280 (value 1263072; 0.01% of shares outstanding; change 0.40)
Holder of AVXL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 505334 (value 1308815; 0.01% of shares outstanding; change 0.00)
Holder of AVXL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 868094 (value 2083425; 0.01% of shares outstanding; change 0.06)
Holder of AVXL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2891135 (value 7892798; 0.03% of shares outstanding; change 0.09)
Holder of AVXL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 658717 (value 1752187; 0.01% of shares outstanding; change -0.01)
Holder of AVXL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2053384 (value 5462001; 0.02% of shares outstanding; change -0.04)
Holder of AVXL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 725301 (value 1929300; 0.01% of shares outstanding; change 0.00)
Holder of AVXL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 484708 (value 1163299; 0.01% of shares outstanding; change -0.04)
Holder of AVXL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2955659 (value 7226586; 0.03% of shares outstanding; change 0.02)
Holder of AVXL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 653157 (value 1567576; 0.01% of shares outstanding; change -0.01)
Holder of AVXL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2072888 (value 4974931; 0.02% of shares outstanding; change 0.01)
Holder of AVXL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 717821 (value 1722770; 0.01% of shares outstanding; change -0.01)
Holder of AVY: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 1342500 (value 213551484; 0.02% of shares outstanding; change -0.14)
Holder of AVY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1948959 (value 310020922; 0.03% of shares outstanding; change 0.01)
Holder of AVY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1754242 (value 279047287; 0.02% of shares outstanding; change -0.05)
Holder of AVY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1130940 (value 179898634; 0.01% of shares outstanding; change -0.04)
Holder of AVY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2417741 (value 384590078; 0.03% of shares outstanding; change -0.01)
Holder of AVY: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 1246829 (value 200614778; 0.02% of shares outstanding; change -0.03)
Holder of AVY: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1799855 (value 289596658; 0.02% of shares outstanding; change -0.07)
Holder of AVY: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1341400 (value 215831251; 0.02% of shares outstanding; change 0.00)
Holder of AVY: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 3059094 (value 492208205; 0.04% of shares outstanding; change -0.04)
Holder of AVY: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1963415 (value 315913461; 0.03% of shares outstanding; change 0.01)
Holder of AVY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1772759 (value 285236912; 0.02% of shares outstanding; change 0.01)
Holder of AVY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1128812 (value 181625843; 0.01% of shares outstanding; change 0.00)
Holder of AVY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2436584 (value 392046350; 0.03% of shares outstanding; change 0.01)
Holder of AVY: VANGUARD WELLESLEY INCOME FUND
Shares held as of 2026-03-31: 1037977 (value 167010492; 0.01% of shares outstanding; change -0.05)
Holder of AVY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 998581 (value 165804382; 0.01% of shares outstanding; change 0.00)
Holder of AVY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1017121 (value 164188760; 0.01% of shares outstanding; change 0.02)
Holder of AVY: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1165917 (value 187596038; 0.02% of shares outstanding; change 0.21)
Holder of AWC.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 1872493 (value 197641641; 0.01% of shares outstanding; change 0.00)
Holder of AWC.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 1889450 (value 199431453; 0.01% of shares outstanding; change 0.02)
Holder of AWC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2492579 (value 263091721; 0.01% of shares outstanding; change 0.00)
Holder of AWC.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 3708683 (value 430392673; 0.02% of shares outstanding; change 0.21)
Holder of AWC.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4960731 (value 575692847; 0.03% of shares outstanding; change 0.01)
Holder of AWC.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4215793 (value 489242790; 0.02% of shares outstanding; change -0.01)
Holder of AWC.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6195051 (value 718935687; 0.03% of shares outstanding; change 0.01)
Holder of AWC.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 3242525 (value 342248523; 0.02% of shares outstanding; change -0.03)
Holder of AWC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2338774 (value 246857602; 0.01% of shares outstanding; change 0.03)
Holder of AWC.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-04-30: 2009866 (value 233244955; 0.01% of shares outstanding; change 1.00)
Holder of AWC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2524540 (value 266465204; 0.01% of shares outstanding; change 0.01)
Holder of AWC.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 1889450 (value 219270678; 0.01% of shares outstanding; change 0.00)
Holder of AWC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2497692 (value 289857164; 0.01% of shares outstanding; change 0.00)
Holder of AWC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2571508 (value 298423511; 0.01% of shares outstanding; change 0.02)
Holder of AWC.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 3190522 (value 370260087; 0.02% of shares outstanding; change 0.00)
Holder of AWC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2360065 (value 273885550; 0.01% of shares outstanding; change 0.00)
Holder of AWF: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 27364 (value 282396; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 17145 (value 176936; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 6822 (value 70403; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 13565 (value 139990; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 7016 (value 71212; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 59789 (value 611641; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Tidal ETF Trust-Sound Enhanced Fixed Income ETF
Shares held as of 2026-02-28: 115295 (value 1159867; 0.00% of shares outstanding; change -0.05)
Holder of AWF: -Prospera Income ETF
Shares held as of 2026-03-31: 2000 (value 20459; 0.00% of shares outstanding; change 1.00)
Holder of AWF: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 27883 (value 280502; 0.00% of shares outstanding; change 0.02)
Holder of AWF: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 17404 (value 175084; 0.00% of shares outstanding; change 0.02)
Holder of AWF: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 7595 (value 76405; 0.00% of shares outstanding; change 0.11)
Holder of AWF: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 13602 (value 136836; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 7328 (value 73939; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1072689 (value 10887792; 0.01% of shares outstanding; change 0.08)
Holder of AWF: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 9184 (value 92391; 0.00% of shares outstanding; change 0.31)
Holder of AWF: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 66193 (value 665901; 0.00% of shares outstanding; change 0.11)
Holder of AWF: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 3628 (value 37114; 0.00% of shares outstanding; change -0.50)
Holder of AWF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1042265 (value 10625891; 0.01% of shares outstanding; change -0.03)
Holder of AWF: Northern Lights Fd. TRT IV-Anchor Risk Mnged Income Strategies Fd.
Shares held as of 2026-05-31: 80000 (value 804800; 0.00% of shares outstanding; change 1.00)
Holder of AWF: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 3628 (value 36497; 0.00% of shares outstanding; change 0.00)
Holder of AWF: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1039970 (value 10462098; 0.01% of shares outstanding; change 0.00)
Holder of AWI: AMG Funds-AMG Yacktman Fund
Shares held as of 2025-12-31: 600000 (value 94739996; 0.01% of shares outstanding; change 0.00)
Holder of AWI: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 1271227 (value 200726735; 0.03% of shares outstanding; change -0.06)
Holder of AWI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 464491 (value 73343126; 0.01% of shares outstanding; change 0.01)
Holder of AWI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 552353 (value 87216535; 0.01% of shares outstanding; change -0.04)
Holder of AWI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 978621 (value 154524249; 0.02% of shares outstanding; change -0.05)
Holder of AWI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1355003 (value 213954965; 0.03% of shares outstanding; change 0.00)
Holder of AWI: AMG Funds-AMG Yacktman Fund
Shares held as of 2026-03-31: 600000 (value 96426004; 0.01% of shares outstanding; change 0.00)
Holder of AWI: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 993879 (value 153266087; 0.02% of shares outstanding; change 0.04)
Holder of AWI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 512892 (value 80257337; 0.01% of shares outstanding; change -0.05)
Holder of AWI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 775984 (value 124708393; 0.02% of shares outstanding; change -0.16)
Holder of AWI: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 1144831 (value 183985797; 0.03% of shares outstanding; change -0.10)
Holder of AWI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 481620 (value 77401153; 0.01% of shares outstanding; change 0.04)
Holder of AWI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 552095 (value 88727191; 0.01% of shares outstanding; change 0.00)
Holder of AWI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 987737 (value 158739219; 0.02% of shares outstanding; change 0.01)
Holder of AWI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1354997 (value 217761576; 0.03% of shares outstanding; change 0.00)
Holder of AWI: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 988979 (value 158938821; 0.02% of shares outstanding; change 0.00)
Holder of AWI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2627807 (value 414878181; 0.06% of shares outstanding; change 0.01)
Holder of AWI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2616581 (value 420510750; 0.06% of shares outstanding; change 0.00)
Holder of AWI: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 433619 (value 69686912; 0.01% of shares outstanding; change -0.15)
Holder of AWK: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4921158 (value 606631130; 0.03% of shares outstanding; change 0.02)
Holder of AWK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6148081 (value 757873924; 0.03% of shares outstanding; change -0.04)
Holder of AWK: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 1872493 (value 234192698; 0.01% of shares outstanding; change 0.00)
Holder of AWK: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 1889450 (value 235179843; 0.01% of shares outstanding; change 0.02)
Holder of AWK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2492579 (value 307260204; 0.01% of shares outstanding; change 0.00)
Holder of AWK: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 3708683 (value 499411266; 0.02% of shares outstanding; change 0.21)
Holder of AWK: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4960731 (value 668012054; 0.03% of shares outstanding; change 0.01)
Holder of AWK: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4215793 (value 567698700; 0.02% of shares outstanding; change -0.01)
Holder of AWK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6195051 (value 834225590; 0.03% of shares outstanding; change 0.01)
Holder of AWK: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 1889450 (value 247064471; 0.01% of shares outstanding; change 0.00)
Holder of AWK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2501141 (value 312817704; 0.01% of shares outstanding; change 0.00)
Holder of AWK: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 3242525 (value 409563324; 0.02% of shares outstanding; change -0.03)
Holder of AWK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2338774 (value 295410538; 0.01% of shares outstanding; change 0.03)
Holder of AWK: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-04-30: 2009866 (value 270648562; 0.01% of shares outstanding; change 1.00)
Holder of AWK: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2524540 (value 335991019; 0.01% of shares outstanding; change 0.01)
Holder of AWK: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 1889450 (value 254433343; 0.01% of shares outstanding; change 0.00)
Holder of AWK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2497692 (value 336339213; 0.01% of shares outstanding; change 0.00)
Holder of AWK: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 3176020 (value 415296357; 0.02% of shares outstanding; change -0.02)
Holder of AWK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2361500 (value 308789727; 0.01% of shares outstanding; change 0.01)
Holder of AWK: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2571508 (value 346279276; 0.01% of shares outstanding; change 0.02)
Holder of AWK: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 3190522 (value 429635704; 0.02% of shares outstanding; change 0.00)
Holder of AWK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2360065 (value 317806361; 0.01% of shares outstanding; change 0.00)
Holder of AWM.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 3531364 (value 253198788; 0.02% of shares outstanding; change 0.45)
Holder of AWM.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4588877 (value 243898819; 0.03% of shares outstanding; change 0.08)
Holder of AWM.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2294980 (value 121978190; 0.02% of shares outstanding; change 0.03)
Holder of AWM.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3822312 (value 203155888; 0.03% of shares outstanding; change 0.02)
Holder of AWM.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3467188 (value 184281047; 0.02% of shares outstanding; change 0.03)
Holder of AWM.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2207952 (value 117352652; 0.01% of shares outstanding; change 0.02)
Holder of AWM.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4787841 (value 254473756; 0.03% of shares outstanding; change 0.03)
Holder of AWM.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 3047894 (value 218533990; 0.02% of shares outstanding; change -0.03)
Holder of AWM.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 3531364 (value 187692001; 0.02% of shares outstanding; change 0.00)
Holder of AWM.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 3189639 (value 228697106; 0.02% of shares outstanding; change 0.00)
Holder of AWM.DE: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 2811021 (value 201550197; 0.02% of shares outstanding; change 0.03)
Holder of AWM.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 3171986 (value 168591060; 0.02% of shares outstanding; change -0.01)
Holder of AWM.DE: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 2847945 (value 151368281; 0.02% of shares outstanding; change 0.01)
Holder of AWM.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2589776 (value 137646598; 0.02% of shares outstanding; change -0.15)
Holder of AWN.DE: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 1719974 (value 83229540; 0.03% of shares outstanding; change 0.04)
Holder of AWN.DE: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 2725975 (value 130601461; 0.05% of shares outstanding; change 0.09)
Holder of AWN.DE: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 4274560 (value 204794168; 0.07% of shares outstanding; change 0.05)
Holder of AWN.DE: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1955127 (value 93670134; 0.03% of shares outstanding; change -0.03)
Holder of AWN.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1385740 (value 66390803; 0.02% of shares outstanding; change 0.02)
Holder of AWN.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 882451 (value 42278227; 0.01% of shares outstanding; change 0.00)
Holder of AWN.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1918034 (value 91893008; 0.03% of shares outstanding; change 0.01)
Holder of AWN.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1040227 (value 50336583; 0.02% of shares outstanding; change -0.27)
Holder of AWN.DE: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 1719974 (value 82403954; 0.03% of shares outstanding; change 0.00)
Holder of AWN.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3679742 (value 178062713; 0.06% of shares outstanding; change 0.02)
Holder of AWN.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1414497 (value 68447508; 0.02% of shares outstanding; change -0.04)
Holder of AWN.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3638177 (value 174305059; 0.06% of shares outstanding; change -0.01)
Holder of AWN.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1432168 (value 68615168; 0.02% of shares outstanding; change 0.01)
Holder of AWN.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 865001 (value 41442197; 0.01% of shares outstanding; change 0.00)
Holder of AWP: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-02-28: 6534 (value 79910; 0.00% of shares outstanding; change 1.00)
Holder of AWR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 418224 (value 32316167; 0.01% of shares outstanding; change 0.01)
Holder of AWR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 877652 (value 67816167; 0.02% of shares outstanding; change -0.04)
Holder of AWR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 566453 (value 43769821; 0.01% of shares outstanding; change -0.03)
Holder of AWR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1215266 (value 93903599; 0.03% of shares outstanding; change 0.01)
Holder of AWR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 378706 (value 29202019; 0.01% of shares outstanding; change 0.01)
Holder of AWR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1455606 (value 123173383; 0.04% of shares outstanding; change 0.00)
Holder of AWR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 430356 (value 37187063; 0.01% of shares outstanding; change 0.03)
Holder of AWR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 900151 (value 77782051; 0.02% of shares outstanding; change 0.03)
Holder of AWR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 573844 (value 49585862; 0.01% of shares outstanding; change 0.01)
Holder of AWR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1230637 (value 106339347; 0.03% of shares outstanding; change 0.01)
Holder of AWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 942937 (value 72860738; 0.02% of shares outstanding; change 0.00)
Holder of AWR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 382442 (value 33046814; 0.01% of shares outstanding; change 0.01)
Holder of AWR: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 440582 (value 34264060; 0.01% of shares outstanding; change -0.04)
Holder of AWR: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 389676 (value 30305101; 0.01% of shares outstanding; change 0.05)
Holder of AWR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2372347 (value 182931678; 0.06% of shares outstanding; change 0.02)
Holder of AWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 909139 (value 75585815; 0.02% of shares outstanding; change -0.04)
Holder of AWR: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 429294 (value 36326859; 0.01% of shares outstanding; change -0.03)
Holder of AWR: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 388715 (value 32893064; 0.01% of shares outstanding; change 0.00)
Holder of AWR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2350674 (value 203121748; 0.06% of shares outstanding; change -0.01)
Holder of AWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 923128 (value 79767493; 0.02% of shares outstanding; change 0.02)
Holder of AWR: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 403105 (value 34832304; 0.01% of shares outstanding; change -0.06)
Holder of AWR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1455606 (value 125778919; 0.04% of shares outstanding; change 0.00)
Holder of AWR: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 387375 (value 33473075; 0.01% of shares outstanding; change 0.00)
Holder of AWRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 147059 (value 223529; 0.01% of shares outstanding; change 0.00)
Holder of AWRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 631259 (value 959513; 0.03% of shares outstanding; change 0.00)
Holder of AWRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 75640 (value 108921; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 28531 (value 42796; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 332328 (value 498492; 0.02% of shares outstanding; change -0.02)
Holder of AWRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 44400 (value 66600; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 27808 (value 37540; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 68265 (value 92157; 0.00% of shares outstanding; change 0.03)
Holder of AWRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 30284 (value 40883; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 147059 (value 160294; 0.01% of shares outstanding; change 0.00)
Holder of AWRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 631259 (value 688072; 0.03% of shares outstanding; change 0.00)
Holder of AWRE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 30657 (value 41386; 0.00% of shares outstanding; change -0.01)
Holder of AWRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 75640 (value 82447; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 28531 (value 31098; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 332328 (value 362237; 0.02% of shares outstanding; change 0.00)
Holder of AWRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT.
Shares held as of 2026-04-30: 44400 (value 48396; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 27808 (value 30310; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 68017 (value 91822; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 30284 (value 40883; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 30859 (value 44436; 0.00% of shares outstanding; change 0.01)
Holder of AWRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 68017 (value 74138; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 30284 (value 33009; 0.00% of shares outstanding; change 0.00)
Holder of AWRE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 30455 (value 33195; 0.00% of shares outstanding; change -0.01)
Holder of AWX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 10649 (value 27048; 0.00% of shares outstanding; change 0.00)
Holder of AWX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 27805 (value 67566; 0.01% of shares outstanding; change 0.00)
Holder of AWX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 10149 (value 24662; 0.00% of shares outstanding; change 0.00)
Holder of AWX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 10736 (value 26088; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 642 (value 1598; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 1300 (value 3237; 0.00% of shares outstanding; change 1.00)
Holder of AWX: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 16900 (value 43600; 0.01% of shares outstanding; change 0.00)
Holder of AWX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 3900 (value 10061; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 11295 (value 27785; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2160 (value 5313; 0.00% of shares outstanding; change 0.00)
Holder of AWX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 10649 (value 27473; 0.00% of shares outstanding; change 0.00)
Holder of AWX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 27805 (value 71734; 0.01% of shares outstanding; change 0.00)
Holder of AWX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 10149 (value 26183; 0.00% of shares outstanding; change 0.00)
Holder of AWX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 10736 (value 27697; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 642 (value 1656; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 1300 (value 3353; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 11254 (value 28022; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1920 (value 4780; 0.00% of shares outstanding; change -0.11)
Holder of AWX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 11254 (value 29034; 0.00% of shares outstanding; change 0.00)
Holder of AWX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1920 (value 4953; 0.00% of shares outstanding; change 0.00)
Holder of AX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 610555 (value 53063337; 0.01% of shares outstanding; change 0.01)
Holder of AX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1221184 (value 106133105; 0.02% of shares outstanding; change -0.04)
Holder of AX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 787348 (value 68428417; 0.01% of shares outstanding; change -0.03)
Holder of AX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1703538 (value 148054493; 0.03% of shares outstanding; change 0.00)