speb/financial-data huggingface dataset:
Holder of AAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 14983153 (value 219353365; 0.02% of shares outstanding; change -0.04)
Holder of AAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 9657976 (value 141392771; 0.01% of shares outstanding; change -0.04)
Holder of AAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 20874341 (value 305600359; 0.03% of shares outstanding; change 0.00)
Holder of AAL: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2026-03-31: 6435049 (value 93147336; 0.01% of shares outstanding; change 0.16)
Holder of AAL: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 4345300 (value 69481346; 0.01% of shares outstanding; change 0.00)
Holder of AAL: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 21371813 (value 309357001; 0.03% of shares outstanding; change 0.00)
Holder of AAL: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 10632230 (value 153901533; 0.02% of shares outstanding; change 0.00)
Holder of AAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 7365507 (value 106615716; 0.01% of shares outstanding; change 0.04)
Holder of AAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 15223962 (value 220366855; 0.02% of shares outstanding; change 0.02)
Holder of AAL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 9695208 (value 140338139; 0.01% of shares outstanding; change 0.00)
Holder of AAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21040806 (value 304565674; 0.03% of shares outstanding; change 0.01)
Holder of AAL: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 4348800 (value 62948881; 0.01% of shares outstanding; change 0.00)
Holder of AAL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 4995526 (value 74832977; 0.01% of shares outstanding; change 0.00)
Holder of AAL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 22303702 (value 356636189; 0.03% of shares outstanding; change 0.02)
Holder of AAL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 4946751 (value 84391569; 0.01% of shares outstanding; change -0.01)
Holder of AAL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 22400310 (value 324244495; 0.03% of shares outstanding; change 0.00)
Holder of AAL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 5088764 (value 73659860; 0.01% of shares outstanding; change 0.03)
Holder of AAL.L: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 4180451 (value 16730164902; 0.00% of shares outstanding; change 1.02)
Holder of AAL.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 10056754 (value 40387924064; 0.01% of shares outstanding; change 0.02)
Holder of AAL.L: AIM Investment Fd.s -Invesco Developing Markets Fd.
Shares held as of 2026-01-31: 4539064 (value 17656958960; 0.00% of shares outstanding; change -0.27)
Holder of AAL.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 15580756 (value 57602054932; 0.01% of shares outstanding; change 0.01)
Holder of AAL.L: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 12011249 (value 44693857529; 0.01% of shares outstanding; change -0.05)
Holder of AAL.L: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 12698990 (value 45843353900; 0.01% of shares outstanding; change 0.00)
Holder of AAL.L: Capital Income Builder
Shares held as of 2026-03-31: 5323403 (value 20708037670; 0.00% of shares outstanding; change 0.00)
Holder of AAL.L: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 4245977 (value 15799280417; 0.00% of shares outstanding; change 0.02)
Holder of AAL.L: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 10082832 (value 36399023520; 0.01% of shares outstanding; change -0.02)
Holder of AAL.L: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 9287265 (value 34557913065; 0.01% of shares outstanding; change -0.29)
Holder of AAL.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 10297088 (value 38315464448; 0.01% of shares outstanding; change 0.02)
Holder of AAL.L: Capital Income Builder
Shares held as of 2026-04-30: 5094801 (value 18392231610; 0.00% of shares outstanding; change -0.04)
Holder of AAL.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 4165800 (value 15400962600; 0.00% of shares outstanding; change 0.01)
Holder of AAL.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 15571685 (value 57942239885; 0.01% of shares outstanding; change 0.00)
Holder of AAL.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7933279 (value 30019527736; 0.01% of shares outstanding; change 0.01)
Holder of AAL.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 4210133 (value 15665904893; 0.00% of shares outstanding; change 0.01)
Holder of AAL.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7991490 (value 29736334290; 0.01% of shares outstanding; change 0.01)
Holder of AAL.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3785722 (value 14086671562; 0.00% of shares outstanding; change -0.03)
Holder of AAL.L: Capital Income Builder
Shares held as of 2026-06-30: 4870193 (value 18121988153; 0.00% of shares outstanding; change -0.04)
Holder of AAL.L: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 11575949 (value 43074106229; 0.01% of shares outstanding; change -0.09)
Holder of AALB.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 917007 (value 35011327; 0.01% of shares outstanding; change 0.02)
Holder of AALB.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1409251 (value 54932603; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-02-28: 758197 (value 30297551; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 2064835 (value 82510804; 0.02% of shares outstanding; change 0.00)
Holder of AALB.AS: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 4730056 (value 189013033; 0.04% of shares outstanding; change 0.00)
Holder of AALB.AS: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-02-28: 632022 (value 25255598; 0.01% of shares outstanding; change 0.01)
Holder of AALB.AS: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 684940 (value 26835949; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 1170235 (value 45849807; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 945209 (value 37033288; 0.01% of shares outstanding; change 0.03)
Holder of AALB.AS: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-04-30: 758197 (value 29706158; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-04-30: 699411 (value 27263040; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-04-30: 2064835 (value 80900235; 0.02% of shares outstanding; change 0.00)
Holder of AALB.AS: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 4709415 (value 184514881; 0.04% of shares outstanding; change 0.00)
Holder of AALB.AS: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-04-30: 632022 (value 24762622; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1415171 (value 55446400; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 714686 (value 28959077; 0.01% of shares outstanding; change 0.01)
Holder of AALB.AS: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-05-31: 698511 (value 27367661; 0.01% of shares outstanding; change 0.00)
Holder of AALB.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 720441 (value 28226878; 0.01% of shares outstanding; change 0.01)
Holder of AAM.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 4180451 (value 180595486; 0.00% of shares outstanding; change 1.02)
Holder of AAM.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 10056754 (value 428417705; 0.01% of shares outstanding; change 0.02)
Holder of AAM.SW: AIM Investment Fd.s -Invesco Developing Markets Fd.
Shares held as of 2026-01-31: 4539064 (value 206073512; 0.00% of shares outstanding; change -0.27)
Holder of AAM.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 15580756 (value 623230240; 0.01% of shares outstanding; change 0.01)
Holder of AAM.SW: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 12011249 (value 480449960; 0.01% of shares outstanding; change -0.05)
Holder of AAM.SW: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 12698990 (value 507959600; 0.01% of shares outstanding; change 0.00)
Holder of AAM.SW: Capital Income Builder
Shares held as of 2026-03-31: 5323403 (value 241682504; 0.00% of shares outstanding; change 0.00)
Holder of AAM.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 4245977 (value 169839080; 0.00% of shares outstanding; change 0.02)
Holder of AAM.SW: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 10082832 (value 403313280; 0.01% of shares outstanding; change -0.02)
Holder of AAM.SW: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 9287265 (value 371490600; 0.01% of shares outstanding; change -0.29)
Holder of AAM.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 10297088 (value 411883520; 0.01% of shares outstanding; change 0.02)
Holder of AAM.SW: Capital Income Builder
Shares held as of 2026-04-30: 5094801 (value 203792040; 0.00% of shares outstanding; change -0.04)
Holder of AAM.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 4165800 (value 166632000; 0.00% of shares outstanding; change 0.01)
Holder of AAM.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 15571685 (value 622867400; 0.01% of shares outstanding; change 0.00)
Holder of AAM.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7933279 (value 317331160; 0.01% of shares outstanding; change 0.01)
Holder of AAM.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 4210133 (value 168405320; 0.00% of shares outstanding; change 0.01)
Holder of AAM.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7991490 (value 319659600; 0.01% of shares outstanding; change 0.01)
Holder of AAM.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3785722 (value 151428880; 0.00% of shares outstanding; change -0.03)
Holder of AAM.SW: Capital Income Builder
Shares held as of 2026-06-30: 4870193 (value 194807720; 0.00% of shares outstanding; change -0.04)
Holder of AAM.SW: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 11575949 (value 463037960; 0.01% of shares outstanding; change -0.09)
Holder of AAME: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 60825 (value 131382; 0.00% of shares outstanding; change 0.00)
Holder of AAME: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 17563 (value 32842; 0.00% of shares outstanding; change 0.00)
Holder of AAME: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 13763 (value 25736; 0.00% of shares outstanding; change 0.00)
Holder of AAME: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 196322 (value 367122; 0.01% of shares outstanding; change 0.00)
Holder of AAME: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 9607 (value 16043; 0.00% of shares outstanding; change 0.00)
Holder of AAME: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 65035 (value 102104; 0.00% of shares outstanding; change 0.00)
Holder of AAME: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 100256 (value 157401; 0.00% of shares outstanding; change 0.00)
Holder of AAME: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 12333 (value 20596; 0.00% of shares outstanding; change -0.48)
Holder of AAME: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 19000 (value 32490; 0.00% of shares outstanding; change 0.00)
Holder of AAME: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 60825 (value 95495; 0.00% of shares outstanding; change 0.00)
Holder of AAME: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 10460 (value 17468; 0.00% of shares outstanding; change -0.01)
Holder of AAME: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 17563 (value 27573; 0.00% of shares outstanding; change 0.00)
Holder of AAME: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 13763 (value 21607; 0.00% of shares outstanding; change 0.00)
Holder of AAME: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 196322 (value 308225; 0.01% of shares outstanding; change 0.00)
Holder of AAME: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 9607 (value 15082; 0.00% of shares outstanding; change 0.00)
Holder of AAME: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 12288 (value 20520; 0.00% of shares outstanding; change 0.00)
Holder of AAME: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 10529 (value 17688; 0.00% of shares outstanding; change 0.01)
Holder of AAME: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 12288 (value 19292; 0.00% of shares outstanding; change 0.00)
Holder of AAME: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 10391 (value 16313; 0.00% of shares outstanding; change -0.01)
Holder of AAME: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 19000 (value 29830; 0.00% of shares outstanding; change 0.00)
Holder of AAMI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 397758 (value 31239913; 0.01% of shares outstanding; change 0.00)
Holder of AAMI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 286007 (value 20681165; 0.01% of shares outstanding; change 0.01)
Holder of AAMI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 835413 (value 60408711; 0.02% of shares outstanding; change -0.03)
Holder of AAMI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 260857 (value 19603403; 0.01% of shares outstanding; change 0.01)
Holder of AAMI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 318596 (value 25768043; 0.01% of shares outstanding; change -0.20)
Holder of AAMI: IMPAX FUNDS SERIES TRUST I-Impax Small Cap Fund
Shares held as of 2026-03-31: 823323 (value 66590361; 0.02% of shares outstanding; change -0.03)
Holder of AAMI: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 781180 (value 63181836; 0.02% of shares outstanding; change 0.09)
Holder of AAMI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 295022 (value 23861378; 0.01% of shares outstanding; change 0.03)
Holder of AAMI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 835413 (value 67568201; 0.02% of shares outstanding; change 0.00)
Holder of AAMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 663075 (value 47946951; 0.02% of shares outstanding; change 0.01)
Holder of AAMI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 263907 (value 21344797; 0.01% of shares outstanding; change 0.01)
Holder of AAMI: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-04-30: 280931 (value 22064320; 0.01% of shares outstanding; change 0.06)
Holder of AAMI: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 239153 (value 17972348; 0.01% of shares outstanding; change 0.00)
Holder of AAMI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1611336 (value 121091902; 0.05% of shares outstanding; change 0.02)
Holder of AAMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 637197 (value 50434143; 0.02% of shares outstanding; change -0.04)
Holder of AAMI: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-05-31: 293673 (value 23605434; 0.01% of shares outstanding; change 0.05)
Holder of AAMI: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 241337 (value 19398667; 0.01% of shares outstanding; change 0.01)
Holder of AAMI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1601615 (value 129538616; 0.05% of shares outstanding; change -0.01)
Holder of AAMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 647071 (value 52335100; 0.02% of shares outstanding; change 0.02)
Holder of AAMI: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-06-30: 325068 (value 26291498; 0.01% of shares outstanding; change 0.11)
Holder of AAMI: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 242596 (value 19621163; 0.01% of shares outstanding; change 0.01)
Holder of AAO.DE: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1568997 (value 186945994; 0.02% of shares outstanding; change 0.11)
Holder of AAO.DE: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 621422 (value 58152671; 0.01% of shares outstanding; change -0.39)
Holder of AAO.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1250865 (value 117055948; 0.02% of shares outstanding; change -0.34)
Holder of AAO.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 754877 (value 70641391; 0.01% of shares outstanding; change 0.03)
Holder of AAO.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 894539 (value 83710961; 0.01% of shares outstanding; change 0.01)
Holder of AAO.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1599945 (value 149722856; 0.02% of shares outstanding; change 0.02)
Holder of AAO.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2212934 (value 207086367; 0.03% of shares outstanding; change 0.01)
Holder of AAO.DE: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 630216 (value 58975614; 0.01% of shares outstanding; change 0.42)
Holder of AAO.DE: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1314784 (value 156656515; 0.02% of shares outstanding; change -0.34)
Holder of AAO.DE: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1722784 (value 161218129; 0.02% of shares outstanding; change 0.10)
Holder of AAO.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2285750 (value 272347115; 0.03% of shares outstanding; change 0.02)
Holder of AAO.DE: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1353465 (value 126657257; 0.02% of shares outstanding; change 0.03)
Holder of AAO.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2295746 (value 214835914; 0.03% of shares outstanding; change 0.00)
Holder of AAOI: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 1074015 (value 170134720; 0.01% of shares outstanding; change 0.14)
Holder of AAOI: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2025-12-31: 942226 (value 149258024; 0.01% of shares outstanding; change 0.00)
Holder of AAOI: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1309300 (value 231746100; 0.02% of shares outstanding; change 1.00)
Holder of AAOI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 692973 (value 109773855; 0.01% of shares outstanding; change 0.10)
Holder of AAOI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2051335 (value 324951984; 0.03% of shares outstanding; change 0.09)
Holder of AAOI: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 3105316 (value 502595413; 0.04% of shares outstanding; change 1.00)
Holder of AAOI: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1336052 (value 133805609; 0.02% of shares outstanding; change 0.03)
Holder of AAOI: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 1074015 (value 107562603; 0.01% of shares outstanding; change 0.00)
Holder of AAOI: OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund
Shares held as of 2026-03-31: 1071126 (value 107273270; 0.01% of shares outstanding; change 0.14)
Holder of AAOI: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1034271 (value 103582242; 0.01% of shares outstanding; change -0.21)
Holder of AAOI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 716681 (value 71775603; 0.01% of shares outstanding; change 0.03)
Holder of AAOI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2269235 (value 227263888; 0.03% of shares outstanding; change 0.11)
Holder of AAOI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1615004 (value 255832789; 0.02% of shares outstanding; change 0.10)
Holder of AAOI: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 980734 (value 119855501; 0.01% of shares outstanding; change -0.68)
Holder of AAOI: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 980734 (value 98220511; 0.01% of shares outstanding; change -0.68)
Holder of AAOI: BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF
Shares held as of 2026-04-30: 1459079 (value 236151945; 0.02% of shares outstanding; change 0.11)
Holder of AAOI: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 838236 (value 83949336; 0.01% of shares outstanding; change 0.00)
Holder of AAOI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1555994 (value 191947420; 0.02% of shares outstanding; change -0.04)
Holder of AAOI: BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF
Shares held as of 2026-05-31: 1648275 (value 165074743; 0.02% of shares outstanding; change 0.13)
Holder of AAOI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1581395 (value 158376711; 0.02% of shares outstanding; change 0.02)
Holder of AAON: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 1025462 (value 143769769; 0.01% of shares outstanding; change -0.14)
Holder of AAON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 729817 (value 102320341; 0.01% of shares outstanding; change 0.01)
Holder of AAON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 889624 (value 124725282; 0.01% of shares outstanding; change -0.03)
Holder of AAON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1574365 (value 220725968; 0.02% of shares outstanding; change -0.04)
Holder of AAON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2184355 (value 306246564; 0.03% of shares outstanding; change 0.00)
Holder of AAON: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1568997 (value 214513271; 0.02% of shares outstanding; change 0.11)
Holder of AAON: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 621422 (value 63801395; 0.01% of shares outstanding; change -0.39)
Holder of AAON: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1250865 (value 128426307; 0.02% of shares outstanding; change -0.34)
Holder of AAON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 754877 (value 77503220; 0.01% of shares outstanding; change 0.03)
Holder of AAON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 894539 (value 91842317; 0.01% of shares outstanding; change 0.01)
Holder of AAON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1599945 (value 164266350; 0.02% of shares outstanding; change 0.02)
Holder of AAON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2212934 (value 227201929; 0.03% of shares outstanding; change 0.01)
Holder of AAON: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 630216 (value 64704275; 0.01% of shares outstanding; change 0.42)
Holder of AAON: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1314784 (value 174366647; 0.02% of shares outstanding; change -0.34)
Holder of AAON: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1722784 (value 176878230; 0.02% of shares outstanding; change 0.10)
Holder of AAON: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2285750 (value 312507742; 0.03% of shares outstanding; change 0.02)
Holder of AAON: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1353465 (value 138960249; 0.02% of shares outstanding; change 0.03)
Holder of AAON: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2295746 (value 235704237; 0.03% of shares outstanding; change 0.00)
Holder of AAP: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 2509372 (value 151164573; 0.04% of shares outstanding; change 0.21)
Holder of AAP: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 4082428 (value 245925469; 0.07% of shares outstanding; change 0.15)
Holder of AAP: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 2008427 (value 120987645; 0.03% of shares outstanding; change -0.10)
Holder of AAP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1360339 (value 81946823; 0.02% of shares outstanding; change -0.04)
Holder of AAP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 878216 (value 52903733; 0.01% of shares outstanding; change -0.03)
Holder of AAP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1897694 (value 114317089; 0.03% of shares outstanding; change 0.00)
Holder of AAP: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 1719974 (value 103370434; 0.03% of shares outstanding; change 0.04)
Holder of AAP: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 2725975 (value 152109402; 0.05% of shares outstanding; change 0.09)
Holder of AAP: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 4274560 (value 238520444; 0.07% of shares outstanding; change 0.05)
Holder of AAP: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1955127 (value 109096085; 0.03% of shares outstanding; change -0.03)
Holder of AAP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1385740 (value 77324290; 0.02% of shares outstanding; change 0.02)
Holder of AAP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 882451 (value 49240765; 0.01% of shares outstanding; change 0.00)
Holder of AAP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1918034 (value 107026295; 0.03% of shares outstanding; change 0.01)
Holder of AAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1467455 (value 88399491; 0.02% of shares outstanding; change 0.01)
Holder of AAP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1040227 (value 59095297; 0.02% of shares outstanding; change -0.27)
Holder of AAP: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 1719974 (value 95974547; 0.03% of shares outstanding; change 0.00)
Holder of AAP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3679742 (value 221152488; 0.06% of shares outstanding; change 0.02)
Holder of AAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1414497 (value 79678618; 0.02% of shares outstanding; change -0.04)
Holder of AAP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 865750 (value 48767699; 0.01% of shares outstanding; change -0.17)
Holder of AAP: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3638177 (value 203010273; 0.06% of shares outstanding; change -0.01)
Holder of AAP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1432168 (value 79914973; 0.02% of shares outstanding; change 0.01)
Holder of AAP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 865001 (value 48267055; 0.01% of shares outstanding; change 0.00)
Holder of AAPG: ProFunds-UltraChina ProFund
Shares held as of 2026-01-31: 3957 (value 67743; 0.00% of shares outstanding; change -0.23)
Holder of AAPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 361 (value 6209; 0.00% of shares outstanding; change 0.00)
Holder of AAPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 361 (value 6339; 0.00% of shares outstanding; change 0.00)
Holder of AAPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 361 (value 6602; 0.00% of shares outstanding; change 0.00)
Holder of AAPL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 372615534 (value 116278402630; 0.03% of shares outstanding; change 0.02)
Holder of AAPL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 154161378 (value 48107599242; 0.01% of shares outstanding; change 0.09)
Holder of AAPL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 464375258 (value 144912941877; 0.03% of shares outstanding; change -0.01)
Holder of AAPL: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2025-12-31: 84799565 (value 26359945297; 0.01% of shares outstanding; change -0.02)
Holder of AAPL: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 73417762 (value 24449582294; 0.01% of shares outstanding; change 0.03)
Holder of AAPL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 187489423 (value 58507948883; 0.01% of shares outstanding; change 0.00)
Holder of AAPL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 373078146 (value 124242480082; 0.03% of shares outstanding; change 0.00)
Holder of AAPL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 154377784 (value 51410887931; 0.01% of shares outstanding; change 0.00)
Holder of AAPL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 466211410 (value 155257718636; 0.03% of shares outstanding; change 0.00)
Holder of AAPL: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 82777763 (value 27566649724; 0.01% of shares outstanding; change -0.02)
Holder of AAPL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 188136723 (value 56066626658; 0.01% of shares outstanding; change 0.00)
Holder of AAPL: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 113821885 (value 33136965935; 0.01% of shares outstanding; change 0.02)
Holder of AAPL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 175431347 (value 51073328908; 0.01% of shares outstanding; change 0.03)
Holder of AAPL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 189894457 (value 59372401621; 0.01% of shares outstanding; change 0.01)
Holder of AAPL: iShares Trust-iShares Russell 1000 Growth ETF
Shares held as of 2026-04-30: 51112118 (value 15980715001; 0.00% of shares outstanding; change 0.00)
Holder of AAPL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 187874889 (value 62566093470; 0.01% of shares outstanding; change 0.00)
Holder of AAPL: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 115291802 (value 36457573769; 0.01% of shares outstanding; change 0.01)
Holder of AAPL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 177063174 (value 55990917098; 0.01% of shares outstanding; change 0.01)
Holder of AAPL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 193425297 (value 64414490281; 0.01% of shares outstanding; change 0.02)
Holder of AAPL: iShares Trust-iShares Russell 1000 Growth ETF
Shares held as of 2026-05-31: 50584214 (value 16845554390; 0.00% of shares outstanding; change -0.01)
Holder of AAPL: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 112932408 (value 37608749271; 0.01% of shares outstanding; change -0.02)
Holder of AAPL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 177480976 (value 59104712677; 0.01% of shares outstanding; change 0.00)
Holder of AARD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 131613 (value 540929; 0.01% of shares outstanding; change 0.15)
Holder of AARD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 408670 (value 1679633; 0.02% of shares outstanding; change 0.25)
Holder of AARD: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 31533 (value 116041; 0.00% of shares outstanding; change 1.21)
Holder of AARD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 124934 (value 490990; 0.01% of shares outstanding; change 0.01)
Holder of AARD: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 62848 (value 397199; 0.00% of shares outstanding; change 1.24)
Holder of AARD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 71592 (value 263458; 0.00% of shares outstanding; change 0.09)
Holder of AARD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 131613 (value 831794; 0.01% of shares outstanding; change 0.00)
Holder of AARD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 408670 (value 2582794; 0.02% of shares outstanding; change 0.00)
Holder of AARD: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 89682 (value 368593; 0.00% of shares outstanding; change -0.04)
Holder of AARD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 306311 (value 1258938; 0.01% of shares outstanding; change 0.02)
Holder of AARD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 56327 (value 231503; 0.00% of shares outstanding; change 0.00)
Holder of AARD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 71331 (value 410866; 0.00% of shares outstanding; change 0.00)
Holder of AARD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 126767 (value 801167; 0.01% of shares outstanding; change 0.01)
Holder of AARD: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 88380 (value 529396; 0.00% of shares outstanding; change -0.01)
Holder of AARD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 33656 (value 168280; 0.00% of shares outstanding; change 0.08)
Holder of AARD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 294280 (value 1762737; 0.01% of shares outstanding; change -0.04)
Holder of AARD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 57937 (value 347042; 0.00% of shares outstanding; change 0.00)
Holder of AARD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 55682 (value 333535; 0.00% of shares outstanding; change -0.01)
Holder of AARD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 66747 (value 421841; 0.00% of shares outstanding; change -0.06)
Holder of AARD: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 87636 (value 553859; 0.00% of shares outstanding; change -0.01)
Holder of AARD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 33216 (value 209925; 0.00% of shares outstanding; change -0.01)
Holder of AARD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 297089 (value 1877602; 0.01% of shares outstanding; change 0.01)
Holder of AARD: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 57337 (value 362369; 0.00% of shares outstanding; change -0.01)
Holder of AARD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 56155 (value 354899; 0.00% of shares outstanding; change 0.01)
Holder of AAT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 505800 (value 11785139; 0.01% of shares outstanding; change 0.02)
Holder of AAT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1042317 (value 24285985; 0.02% of shares outstanding; change -0.04)
Holder of AAT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 671188 (value 15638679; 0.01% of shares outstanding; change -0.04)
Holder of AAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1489564 (value 34706840; 0.02% of shares outstanding; change 0.01)
Holder of AAT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 593800 (value 14280889; 0.01% of shares outstanding; change 0.21)
Holder of AAT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1827132 (value 43942523; 0.03% of shares outstanding; change 0.01)
Holder of AAT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 525284 (value 12633079; 0.01% of shares outstanding; change 0.02)
Holder of AAT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 534192 (value 12980865; 0.01% of shares outstanding; change 0.06)
Holder of AAT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1064858 (value 25876048; 0.02% of shares outstanding; change 0.02)
Holder of AAT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 676235 (value 16432509; 0.01% of shares outstanding; change 0.01)
Holder of AAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1533958 (value 37275178; 0.03% of shares outstanding; change 0.03)
Holder of AAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1323025 (value 30826481; 0.02% of shares outstanding; change 0.00)
Holder of AAT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 455935 (value 10623285; 0.01% of shares outstanding; change -0.02)
Holder of AAT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 615300 (value 14951789; 0.01% of shares outstanding; change 0.04)
Holder of AAT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 530252 (value 12885123; 0.01% of shares outstanding; change 0.01)
Holder of AAT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1816674 (value 44145176; 0.03% of shares outstanding; change -0.01)
Holder of AAT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2889672 (value 69496609; 0.05% of shares outstanding; change 0.02)
Holder of AAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1271269 (value 31985127; 0.02% of shares outstanding; change -0.04)
Holder of AAT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 457100 (value 11500635; 0.01% of shares outstanding; change 0.00)
Holder of AAT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2871865 (value 69786317; 0.05% of shares outstanding; change -0.01)
Holder of AAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1283353 (value 31185476; 0.02% of shares outstanding; change 0.01)
Holder of AAT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 460972 (value 11201619; 0.01% of shares outstanding; change 0.01)
Holder of AAUC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 761958 (value 19247059; 0.01% of shares outstanding; change -0.27)
Holder of AAUC: ETF Series Solutions-U.S. Global GO GOLD and Precious Metal Miners ETF
Shares held as of 2025-12-31: 242753 (value 6352846; 0.00% of shares outstanding; change 1.00)
Holder of AAUC: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 475668 (value 12448231; 0.00% of shares outstanding; change 0.01)
Holder of AAUC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 549245 (value 14005747; 0.00% of shares outstanding; change 1.18)
Holder of AAUC: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 890869 (value 21184865; 0.01% of shares outstanding; change 0.00)
Holder of AAUC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 212817 (value 5060788; 0.00% of shares outstanding; change 1.09)
Holder of AAUC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 842655 (value 20038336; 0.01% of shares outstanding; change 1.12)
Holder of AAUC: American Century Quantitative Equity Funds, Inc.-GLOBAL GOLD FUND
Shares held as of 2026-03-31: 400900 (value 8362774; 0.00% of shares outstanding; change -0.49)
Holder of AAUC: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 2104825 (value 53167879; 0.02% of shares outstanding; change 0.00)
Holder of AAUC: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 508139 (value 10599779; 0.00% of shares outstanding; change 0.07)
Holder of AAUC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 877714 (value 18309114; 0.01% of shares outstanding; change 0.60)
Holder of AAUC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 573501 (value 14486635; 0.00% of shares outstanding; change 0.00)
Holder of AAUC: John Hancock Investment Trust-Disciplined Value Global Long/Short Fund
Shares held as of 2026-04-30: 196114 (value 4718502; 0.00% of shares outstanding; change 0.11)
Holder of AAUC: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 2115632 (value 50902104; 0.02% of shares outstanding; change 0.01)
Holder of AAUC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 336744 (value 7024480; 0.00% of shares outstanding; change 0.58)
Holder of AAUC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1322143 (value 27579903; 0.01% of shares outstanding; change 0.57)
Holder of AAUC: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 1938508 (value 49431954; 0.02% of shares outstanding; change -0.02)
Holder of AAUC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 573501 (value 13282283; 0.00% of shares outstanding; change 0.00)
Holder of AAUC: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 2115632 (value 44132084; 0.02% of shares outstanding; change 0.00)
Holder of AAUC: New York Life Investments ETF Trust-NYLI Merger Arbitrage ETF
Shares held as of 2026-05-31: 145369 (value 3366746; 0.00% of shares outstanding; change 0.01)
Holder of AAUC: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 1897049 (value 43935654; 0.02% of shares outstanding; change -0.02)
Holder of AAUC: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 169953 (value 3545219; 0.00% of shares outstanding; change 0.29)
Holder of AAUC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 571464 (value 11920739; 0.00% of shares outstanding; change 0.00)
Holder of AAUC: New York Life Investments ETF Trust-NYLI Merger Arbitrage ETF
Shares held as of 2026-06-30: 144746 (value 3019401; 0.00% of shares outstanding; change 0.00)
Holder of AAUC: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 1857480 (value 38747033; 0.01% of shares outstanding; change -0.02)
Holder of AAUC.TO: American Century Quantitative Equity Funds, Inc.-GLOBAL GOLD FUND
Shares held as of 2025-12-31: 783909 (value 27405457; 0.01% of shares outstanding; change 0.73)
Holder of AAUC.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 761958 (value 26752345; 0.01% of shares outstanding; change -0.27)
Holder of AAUC.TO: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 475668 (value 16629352; 0.00% of shares outstanding; change 0.01)
Holder of AAUC.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 549245 (value 19201604; 0.00% of shares outstanding; change 1.18)
Holder of AAUC.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 890869 (value 30022285; 0.01% of shares outstanding; change 0.00)
Holder of AAUC.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 212817 (value 7171933; 0.00% of shares outstanding; change 1.09)
Holder of AAUC.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 842655 (value 28397474; 0.01% of shares outstanding; change 1.12)