speb/financial-data huggingface dataset:
Holder of AMPY: Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET
Shares held as of 2026-06-30: 212484 (value 837186; 0.01% of shares outstanding; change 0.00)
Holder of AMR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 116527 (value 23185377; 0.01% of shares outstanding; change -0.01)
Holder of AMR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 233031 (value 46366178; 0.02% of shares outstanding; change -0.06)
Holder of AMR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 150503 (value 29945582; 0.01% of shares outstanding; change 0.90)
Holder of AMR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 331830 (value 66024215; 0.03% of shares outstanding; change -0.01)
Holder of AMR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 139746 (value 25960615; 0.01% of shares outstanding; change 0.00)
Holder of AMR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 114620 (value 21292957; 0.01% of shares outstanding; change 0.01)
Holder of AMR: GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources 
Shares held as of 2026-02-28: 111173 (value 15891068; 0.01% of shares outstanding; change 1.46)
Holder of AMR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 120294 (value 17194824; 0.01% of shares outstanding; change 0.03)
Holder of AMR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 236973 (value 33872921; 0.02% of shares outstanding; change 0.02)
Holder of AMR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 151027 (value 21587799; 0.01% of shares outstanding; change 0.00)
Holder of AMR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 326611 (value 46685777; 0.03% of shares outstanding; change -0.02)
Holder of AMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 282273 (value 56163859; 0.02% of shares outstanding; change -0.01)
Holder of AMR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 193278 (value 39115602; 0.02% of shares outstanding; change -0.32)
Holder of AMR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 157975 (value 22580946; 0.01% of shares outstanding; change 0.13)
Holder of AMR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 114035 (value 16300163; 0.01% of shares outstanding; change -0.01)
Holder of AMR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 543189 (value 109083218; 0.04% of shares outstanding; change 0.10)
Holder of AMR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 658488 (value 122327318; 0.05% of shares outstanding; change 0.02)
Holder of AMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 272432 (value 42918935; 0.02% of shares outstanding; change -0.03)
Holder of AMR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 127865 (value 20143851; 0.01% of shares outstanding; change -0.34)
Holder of AMR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 513861 (value 77063734; 0.04% of shares outstanding; change -0.05)
Holder of AMR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 655234 (value 93659149; 0.05% of shares outstanding; change 0.00)
Holder of AMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 276560 (value 39531487; 0.02% of shares outstanding; change 0.02)
Holder of AMR: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 555406 (value 79389734; 0.04% of shares outstanding; change 0.08)
Holder of AMRC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 332176 (value 11951692; 0.01% of shares outstanding; change 0.01)
Holder of AMRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 355905 (value 12805461; 0.01% of shares outstanding; change -0.04)
Holder of AMRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 981495 (value 35314189; 0.03% of shares outstanding; change -0.02)
Holder of AMRC: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 493458 (value 14132636; 0.01% of shares outstanding; change -0.14)
Holder of AMRC: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD SMALL COMPANY FUND
Shares held as of 2026-01-31: 346484 (value 9923301; 0.01% of shares outstanding; change -0.02)
Holder of AMRC: GMO TRUST-GMO Climate Change Fund
Shares held as of 2026-02-28: 526763 (value 11457095; 0.02% of shares outstanding; change 0.00)
Holder of AMRC: GMO TRUST-GMO Resources Fund
Shares held as of 2026-02-28: 555885 (value 12090498; 0.02% of shares outstanding; change -0.09)
Holder of AMRC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 345302 (value 7510318; 0.01% of shares outstanding; change 0.04)
Holder of AMRC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 359448 (value 7817994; 0.01% of shares outstanding; change 0.01)
Holder of AMRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 981495 (value 21347516; 0.03% of shares outstanding; change 0.00)
Holder of AMRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 790407 (value 28438843; 0.02% of shares outstanding; change 0.00)
Holder of AMRC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 362555 (value 10318314; 0.01% of shares outstanding; change 0.02)
Holder of AMRC: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 506723 (value 11021225; 0.01% of shares outstanding; change 0.03)
Holder of AMRC: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD SMALL COMPANY FUND
Shares held as of 2026-04-30: 347557 (value 7559364; 0.01% of shares outstanding; change 0.00)
Holder of AMRC: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 409778 (value 11498370; 0.01% of shares outstanding; change 0.00)
Holder of AMRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 759535 (value 20545421; 0.02% of shares outstanding; change -0.04)
Holder of AMRC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 396921 (value 10736712; 0.01% of shares outstanding; change 0.09)
Holder of AMRC: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 404066 (value 10364292; 0.01% of shares outstanding; change -0.01)
Holder of AMRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 775313 (value 16863057; 0.02% of shares outstanding; change 0.02)
Holder of AMRC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 580275 (value 12620981; 0.02% of shares outstanding; change 0.46)
Holder of AMRC: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 550281 (value 11968611; 0.02% of shares outstanding; change 0.36)
Holder of AMRN: AuguStar Varbl Insurance Prod. Fd. Inc-AVIP BlackRock Advantage Small 
Shares held as of 2025-12-31: 855 (value 12388; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2025-12-31: 9500 (value 137654; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 3457 (value 48156; 0.00% of shares outstanding; change 1.00)
Holder of AMRN: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 55730 (value 888336; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-01-31: 1169 (value 18739; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: AuguStar Varbl Insurance Prod. Fd. Inc-AVIP BlackRock Advantage Small 
Shares held as of 2026-03-31: 855 (value 11585; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2026-03-31: 9500 (value 128725; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11771 (value 163970; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 2491 (value 33753; 0.00% of shares outstanding; change -0.28)
Holder of AMRN: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 10540 (value 168956; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11771 (value 187629; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 55730 (value 755141; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: SEI INSTITUTIONAL INTERNATIONAL TRUST-SIT International Equity Fund
Shares held as of 2026-04-30: 13654 (value 214777; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 16660 (value 267059; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 7944 (value 127342; 0.00% of shares outstanding; change 0.02)
Holder of AMRN: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-04-30: 5897 (value 79904; 0.00% of shares outstanding; change 4.04)
Holder of AMRN: Voya Mutual Funds-Voya Multi-Manager International Small Cap Fund
Shares held as of 2026-04-30: 10540 (value 142817; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11771 (value 159497; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: SEI INSTITUTIONAL INTERNATIONAL TRUST-SIT International Equity Fund
Shares held as of 2026-05-31: 13654 (value 185011; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 16644 (value 225526; 0.00% of shares outstanding; change 0.00)
Holder of AMRN: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 7784 (value 105473; 0.00% of shares outstanding; change -0.02)
Holder of AMRX: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1239910 (value 20086542; 0.00% of shares outstanding; change 0.00)
Holder of AMRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1831596 (value 24122119; 0.01% of shares outstanding; change 0.00)
Holder of AMRX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3917552 (value 51594160; 0.01% of shares outstanding; change -0.04)
Holder of AMRX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2529776 (value 33317150; 0.01% of shares outstanding; change -0.03)
Holder of AMRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5411149 (value 71264832; 0.02% of shares outstanding; change -0.04)
Holder of AMRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1465819 (value 23760924; 0.00% of shares outstanding; change 0.01)
Holder of AMRX: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1196688 (value 19398311; 0.00% of shares outstanding; change -0.03)
Holder of AMRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1894038 (value 33941161; 0.01% of shares outstanding; change 0.03)
Holder of AMRX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3981037 (value 71340183; 0.01% of shares outstanding; change 0.02)
Holder of AMRX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2538458 (value 45489167; 0.01% of shares outstanding; change 0.00)
Holder of AMRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5508018 (value 98703682; 0.02% of shares outstanding; change 0.02)
Holder of AMRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3694305 (value 48653997; 0.01% of shares outstanding; change 0.00)
Holder of AMRX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 1230984 (value 22059233; 0.00% of shares outstanding; change 0.03)
Holder of AMRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1481924 (value 26556078; 0.00% of shares outstanding; change 0.01)
Holder of AMRX: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-04-30: 1469853 (value 23811619; 0.00% of shares outstanding; change 0.06)
Holder of AMRX: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1555374 (value 25212611; 0.01% of shares outstanding; change 0.01)
Holder of AMRX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 10349224 (value 167760911; 0.03% of shares outstanding; change 0.02)
Holder of AMRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3549706 (value 60061025; 0.01% of shares outstanding; change -0.04)
Holder of AMRX: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-05-31: 1537100 (value 27437235; 0.01% of shares outstanding; change 0.05)
Holder of AMRX: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1569393 (value 26711069; 0.01% of shares outstanding; change 0.01)
Holder of AMRX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 10289132 (value 184381246; 0.03% of shares outstanding; change -0.01)
Holder of AMRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3601925 (value 64546496; 0.01% of shares outstanding; change 0.01)
Holder of AMRX: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-06-30: 1701360 (value 30488371; 0.01% of shares outstanding; change 0.11)
Holder of AMRX: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1585494 (value 28412052; 0.01% of shares outstanding; change 0.01)
Holder of AMRZ: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 12324413 (value 670324815; 0.02% of shares outstanding; change 0.00)
Holder of AMRZ: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 5176541 (value 281552061; 0.01% of shares outstanding; change -0.07)
Holder of AMRZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5542633 (value 301463805; 0.01% of shares outstanding; change 0.01)
Holder of AMRZ: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4705896 (value 252141916; 0.01% of shares outstanding; change 0.02)
Holder of AMRZ: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7298051 (value 388986112; 0.01% of shares outstanding; change 0.01)
Holder of AMRZ: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 3754313 (value 207801218; 0.01% of shares outstanding; change 1.00)
Holder of AMRZ: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 2579300 (value 138198898; 0.00% of shares outstanding; change 0.03)
Holder of AMRZ: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 12324413 (value 606977340; 0.02% of shares outstanding; change 0.00)
Holder of AMRZ: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 1926741 (value 94891994; 0.00% of shares outstanding; change -0.21)
Holder of AMRZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2730920 (value 146322698; 0.00% of shares outstanding; change 0.01)
Holder of AMRZ: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 5598000 (value 275701500; 0.01% of shares outstanding; change 0.00)
Holder of AMRZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5741220 (value 282755085; 0.01% of shares outstanding; change 0.04)
Holder of AMRZ: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4821086 (value 237438485; 0.01% of shares outstanding; change 0.02)
Holder of AMRZ: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 2681000 (value 132039250; 0.00% of shares outstanding; change 1.00)
Holder of AMRZ: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 2258900 (value 112357689; 0.00% of shares outstanding; change -0.12)
Holder of AMRZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2730319 (value 145526000; 0.00% of shares outstanding; change 0.00)
Holder of AMRZ: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 3971470 (value 211163052; 0.01% of shares outstanding; change 0.03)
Holder of AMRZ: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7291733 (value 359117850; 0.01% of shares outstanding; change 0.00)
Holder of AMRZ: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 3552513 (value 174961265; 0.01% of shares outstanding; change -0.05)
Holder of AMRZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2649239 (value 130475020; 0.00% of shares outstanding; change -0.03)
Holder of AMRZ: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 4054581 (value 201674865; 0.01% of shares outstanding; change 0.02)
Holder of AMRZ: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 4211740 (value 207428195; 0.01% of shares outstanding; change 0.04)
Holder of AMRZ.SW: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 12324413 (value 517625346; 0.02% of shares outstanding; change 0.00)
Holder of AMRZ.SW: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 5176541 (value 217414722; 0.01% of shares outstanding; change -0.07)
Holder of AMRZ.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4705896 (value 197647632; 0.01% of shares outstanding; change 0.02)
Holder of AMRZ.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7298051 (value 312502541; 0.01% of shares outstanding; change 0.01)
Holder of AMRZ.SW: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 3754313 (value 163725592; 0.01% of shares outstanding; change 1.00)
Holder of AMRZ.SW: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 12324413 (value 495934399; 0.02% of shares outstanding; change 0.00)
Holder of AMRZ.SW: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 1926741 (value 77532061; 0.00% of shares outstanding; change -0.21)
Holder of AMRZ.SW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2730920 (value 114698640; 0.00% of shares outstanding; change 0.01)
Holder of AMRZ.SW: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 5598000 (value 225263529; 0.01% of shares outstanding; change 0.00)
Holder of AMRZ.SW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5741220 (value 231026702; 0.01% of shares outstanding; change 0.04)
Holder of AMRZ.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4821086 (value 194000508; 0.01% of shares outstanding; change 0.02)
Holder of AMRZ.SW: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 2681000 (value 107883444; 0.00% of shares outstanding; change 1.00)
Holder of AMRZ.SW: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 2258900 (value 92660079; 0.00% of shares outstanding; change -0.12)
Holder of AMRZ.SW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2730319 (value 116912258; 0.00% of shares outstanding; change 0.00)
Holder of AMRZ.SW: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 3971470 (value 166642877; 0.01% of shares outstanding; change 0.03)
Holder of AMRZ.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7291733 (value 293419348; 0.01% of shares outstanding; change 0.00)
Holder of AMRZ.SW: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 3552513 (value 142953129; 0.01% of shares outstanding; change -0.05)
Holder of AMRZ.SW: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2649239 (value 106605381; 0.00% of shares outstanding; change -0.03)
Holder of AMRZ.SW: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 4054581 (value 166318914; 0.01% of shares outstanding; change 0.02)
Holder of AMRZ.SW: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 4211740 (value 169480424; 0.01% of shares outstanding; change 0.04)
Holder of AMS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 11924 (value 15858; 0.00% of shares outstanding; change 0.00)
Holder of AMS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 55662 (value 81266; 0.01% of shares outstanding; change 0.00)
Holder of AMS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 98075 (value 143189; 0.01% of shares outstanding; change 0.00)
Holder of AMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 5689 (value 8761; 0.00% of shares outstanding; change 0.00)
Holder of AMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 118315 (value 172739; 0.02% of shares outstanding; change 0.00)
Holder of AMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 38407 (value 56074; 0.01% of shares outstanding; change 0.00)
Holder of AMS: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 8500 (value 12410; 0.00% of shares outstanding; change 0.00)
Holder of AMS: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 61696 (value 90076; 0.01% of shares outstanding; change -0.05)
Holder of AMS: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 8700 (value 12702; 0.00% of shares outstanding; change 0.00)
Holder of AMS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 11924 (value 17409; 0.00% of shares outstanding; change 0.00)
Holder of AMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 21139 (value 28114; 0.00% of shares outstanding; change 0.00)
Holder of AMS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 55662 (value 81266; 0.01% of shares outstanding; change 0.00)
Holder of AMS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 98075 (value 143189; 0.01% of shares outstanding; change 0.00)
Holder of AMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 5689 (value 8305; 0.00% of shares outstanding; change 0.00)
Holder of AMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 118315 (value 172739; 0.02% of shares outstanding; change 0.00)
Holder of AMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 38407 (value 56074; 0.01% of shares outstanding; change 0.00)
Holder of AMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 21062 (value 33277; 0.00% of shares outstanding; change 0.00)
Holder of AMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 21062 (value 30750; 0.00% of shares outstanding; change 0.00)
Holder of AMSC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 385097 (value 15411582; 0.01% of shares outstanding; change 0.59)
Holder of AMSC: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 785200 (value 39998086; 0.02% of shares outstanding; change 0.24)
Holder of AMSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 486093 (value 24761576; 0.01% of shares outstanding; change 0.00)
Holder of AMSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1365188 (value 69542674; 0.03% of shares outstanding; change 0.00)
Holder of AMSC: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 340280 (value 17333862; 0.01% of shares outstanding; change -0.02)
Holder of AMSC: Vanguard Explorer Fund
Shares held as of 2026-01-31: 424487 (value 18422736; 0.01% of shares outstanding; change 1.11)
Holder of AMSC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 428414 (value 18593168; 0.01% of shares outstanding; change 0.01)
Holder of AMSC: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 445437 (value 13594737; 0.01% of shares outstanding; change 0.16)
Holder of AMSC: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 785200 (value 23964304; 0.02% of shares outstanding; change 0.00)
Holder of AMSC: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 470284 (value 14353067; 0.01% of shares outstanding; change 0.57)
Holder of AMSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 531366 (value 16217290; 0.01% of shares outstanding; change 0.09)
Holder of AMSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1462288 (value 44629030; 0.03% of shares outstanding; change 0.07)
Holder of AMSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1125676 (value 57341933; 0.02% of shares outstanding; change 0.05)
Holder of AMSC: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 504953 (value 15411165; 0.01% of shares outstanding; change 1.00)
Holder of AMSC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 455973 (value 13916296; 0.01% of shares outstanding; change 0.06)
Holder of AMSC: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 472406 (value 18905688; 0.01% of shares outstanding; change 0.13)
Holder of AMSC: Vanguard Explorer Fund
Shares held as of 2026-04-30: 424487 (value 12955343; 0.01% of shares outstanding; change 0.00)
Holder of AMSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1086959 (value 41445747; 0.02% of shares outstanding; change -0.03)
Holder of AMSC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 376992 (value 16361453; 0.01% of shares outstanding; change 0.00)
Holder of AMSC: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 525388 (value 17350939; 0.01% of shares outstanding; change 0.11)
Holder of AMSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1102067 (value 33635085; 0.02% of shares outstanding; change 0.01)
Holder of AMSC: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 611024 (value 18648452; 0.01% of shares outstanding; change 0.16)
Holder of AMSF: ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
Shares held as of 2025-12-31: 242000 (value 7417299; 0.01% of shares outstanding; change -0.05)
Holder of AMSF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 204675 (value 6273288; 0.01% of shares outstanding; change 0.03)
Holder of AMSF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 574405 (value 17605513; 0.03% of shares outstanding; change 0.06)
Holder of AMSF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 187979 (value 5887502; 0.01% of shares outstanding; change 0.01)
Holder of AMSF: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 584388 (value 17771238; 0.03% of shares outstanding; change 0.08)
Holder of AMSF: ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
Shares held as of 2026-03-31: 179000 (value 5443389; 0.01% of shares outstanding; change -0.26)
Holder of AMSF: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 1079307 (value 36588508; 0.06% of shares outstanding; change -0.05)
Holder of AMSF: ROYCE FUND-Royce Small-Cap Total Return Fund
Shares held as of 2026-03-31: 405545 (value 12332623; 0.02% of shares outstanding; change 0.07)
Holder of AMSF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 211104 (value 6419672; 0.01% of shares outstanding; change 0.03)
Holder of AMSF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 616657 (value 18752539; 0.03% of shares outstanding; change 0.07)
Holder of AMSF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 458092 (value 14040519; 0.02% of shares outstanding; change 0.02)
Holder of AMSF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 190237 (value 5785107; 0.01% of shares outstanding; change 0.01)
Holder of AMSF: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-04-30: 180534 (value 5722927; 0.01% of shares outstanding; change 0.00)
Holder of AMSF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1156804 (value 36231100; 0.06% of shares outstanding; change 0.02)
Holder of AMSF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 440159 (value 15251510; 0.02% of shares outstanding; change -0.04)
Holder of AMSF: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-05-31: 181715 (value 6296425; 0.01% of shares outstanding; change 0.01)
Holder of AMSF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1146852 (value 34875769; 0.06% of shares outstanding; change -0.01)
Holder of AMSF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 444346 (value 13512561; 0.02% of shares outstanding; change 0.01)
Holder of AMSF: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 765875 (value 23290258; 0.04% of shares outstanding; change -0.29)
Holder of AMSF: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-06-30: 209627 (value 6374757; 0.01% of shares outstanding; change 0.15)
Holder of AMST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 30201 (value 42583; 0.01% of shares outstanding; change 0.00)
Holder of AMST: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 204 (value 246; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 1941 (value 2581; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 1006 (value 1337; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 3423 (value 4552; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 33 (value 32; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 39270 (value 53014; 0.01% of shares outstanding; change 0.85)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3609 (value 4872; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 4846 (value 6542; 0.00% of shares outstanding; change 0.00)
Holder of AMST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 30201 (value 29895; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 1006 (value 995; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39127 (value 52038; 0.01% of shares outstanding; change 0.00)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3609 (value 4799; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 4846 (value 6445; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 39127 (value 38731; 0.01% of shares outstanding; change 0.00)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3609 (value 3572; 0.00% of shares outstanding; change 0.00)
Holder of AMST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4846 (value 4797; 0.00% of shares outstanding; change 0.00)
Holder of AMT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11805378 (value 2207133550; 0.03% of shares outstanding; change 0.02)
Holder of AMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 14718620 (value 2751793294; 0.03% of shares outstanding; change 0.00)
Holder of AMT: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 3024617 (value 532483832; 0.01% of shares outstanding; change 0.00)
Holder of AMT: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 2976981 (value 524097514; 0.01% of shares outstanding; change 0.01)
Holder of AMT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 17480517 (value 3077445071; 0.04% of shares outstanding; change 0.01)
Holder of AMT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5978594 (value 1117757974; 0.01% of shares outstanding; change 0.00)
Holder of AMT: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 3156470 (value 526088849; 0.01% of shares outstanding; change 0.08)
Holder of AMT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11895507 (value 1982624129; 0.03% of shares outstanding; change 0.01)
Holder of AMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14803548 (value 2467307318; 0.03% of shares outstanding; change 0.01)
Holder of AMT: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4310541 (value 718437860; 0.01% of shares outstanding; change 1.00)
Holder of AMT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5999213 (value 1056161466; 0.01% of shares outstanding; change 0.00)
Holder of AMT: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 2899400 (value 483242992; 0.01% of shares outstanding; change -0.04)
Holder of AMT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5596665 (value 1047583713; 0.01% of shares outstanding; change 0.03)
Holder of AMT: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 3081265 (value 513554431; 0.01% of shares outstanding; change 0.04)
Holder of AMT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 17380581 (value 2896821403; 0.04% of shares outstanding; change -0.01)
Holder of AMT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6055270 (value 981619823; 0.01% of shares outstanding; change 0.01)
Holder of AMT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5990877 (value 998499458; 0.01% of shares outstanding; change 0.00)
Holder of AMT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5651337 (value 932470605; 0.01% of shares outstanding; change 0.01)
Holder of AMT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6167746 (value 1027978214; 0.01% of shares outstanding; change 0.02)
Holder of AMT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5630919 (value 938505259; 0.01% of shares outstanding; change 0.00)
Holder of AMTB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 417966 (value 9496187; 0.01% of shares outstanding; change 0.04)
Holder of AMTB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1296447 (value 29455274; 0.03% of shares outstanding; change 0.10)
Holder of AMTB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 255944 (value 6040278; 0.01% of shares outstanding; change 0.03)
Holder of AMTB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 358351 (value 8457083; 0.01% of shares outstanding; change 0.01)
Holder of AMTB: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 190624 (value 5432784; 0.01% of shares outstanding; change 0.01)
Holder of AMTB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 206924 (value 4713728; 0.01% of shares outstanding; change 0.02)
Holder of AMTB: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 250000 (value 7125000; 0.01% of shares outstanding; change -0.17)
Holder of AMTB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 431590 (value 12300315; 0.01% of shares outstanding; change 0.03)
Holder of AMTB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1296447 (value 36948739; 0.03% of shares outstanding; change 0.00)
Holder of AMTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 901102 (value 20473036; 0.02% of shares outstanding; change 0.00)
Holder of AMTB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 448215 (value 10210338; 0.01% of shares outstanding; change 0.19)
Holder of AMTB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 342815 (value 9770227; 0.01% of shares outstanding; change 0.34)
Holder of AMTB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 206171 (value 5261484; 0.01% of shares outstanding; change 0.00)
Holder of AMTB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 360444 (value 10272654; 0.01% of shares outstanding; change 0.01)
Holder of AMTB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 311050 (value 7437205; 0.01% of shares outstanding; change 0.05)
Holder of AMTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 865917 (value 22557137; 0.02% of shares outstanding; change -0.04)
Holder of AMTB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 565049 (value 14719526; 0.01% of shares outstanding; change 0.26)
Holder of AMTB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 201136 (value 5732376; 0.01% of shares outstanding; change -0.02)
Holder of AMTB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 290126 (value 7409818; 0.01% of shares outstanding; change -0.07)
Holder of AMTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 874132 (value 24912762; 0.02% of shares outstanding; change 0.01)
Holder of AMTB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 656147 (value 18700189; 0.02% of shares outstanding; change 0.16)
Holder of AMTB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 406014 (value 11571399; 0.01% of shares outstanding; change 0.40)
Holder of AMTD: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2025-11-30: 4409 (value 3518; 0.00% of shares outstanding; change -0.82)
Holder of AMTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3316081 (value 77032560; 0.01% of shares outstanding; change -0.04)
Holder of AMTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2138508 (value 49677539; 0.01% of shares outstanding; change -0.03)
Holder of AMTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4601232 (value 106886617; 0.02% of shares outstanding; change 0.00)
Holder of AMTM: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 2397059 (value 51920297; 0.01% of shares outstanding; change 0.00)
Holder of AMTM: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 3603168 (value 78044618; 0.01% of shares outstanding; change 0.00)
Holder of AMTM: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund
Shares held as of 2026-03-31: 1854255 (value 40163163; 0.01% of shares outstanding; change 0.00)
Holder of AMTM: VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund
Shares held as of 2026-03-31: 5270119 (value 118841179; 0.02% of shares outstanding; change 0.00)
Holder of AMTM: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 2584238 (value 58274564; 0.01% of shares outstanding; change -0.01)
Holder of AMTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3374638 (value 76098084; 0.01% of shares outstanding; change 0.02)
Holder of AMTM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2149017 (value 48460331; 0.01% of shares outstanding; change 0.00)
Holder of AMTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4646873 (value 104786982; 0.02% of shares outstanding; change 0.01)
Holder of AMTM: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 2945078 (value 66411506; 0.01% of shares outstanding; change 0.23)
Holder of AMTM: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 4226948 (value 90033989; 0.02% of shares outstanding; change 0.17)
Holder of AMTM: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 4226948 (value 95317674; 0.02% of shares outstanding; change 0.17)
Holder of AMTM: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 2702099 (value 61769984; 0.01% of shares outstanding; change 0.03)
Holder of AMTM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9365685 (value 202860735; 0.04% of shares outstanding; change 0.01)
Holder of AMTM: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 2381800 (value 53709588; 0.01% of shares outstanding; change 0.37)
Holder of AMTM: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 2283303 (value 48634352; 0.01% of shares outstanding; change -0.16)
Holder of AMTM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 9331307 (value 210420965; 0.04% of shares outstanding; change 0.00)
Holder of AMTM: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 2178613 (value 49127721; 0.01% of shares outstanding; change -0.05)
Holder of AMTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 582192 (value 1484589; 0.01% of shares outstanding; change -0.01)
Holder of AMTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1885657 (value 4808425; 0.03% of shares outstanding; change 0.27)
Holder of AMTX: GMO TRUST-GMO Climate Change Fund
Shares held as of 2026-02-28: 166973 (value 281349; 0.00% of shares outstanding; change 0.14)
Holder of AMTX: GMO TRUST-GMO Resource Transition Fund
Shares held as of 2026-02-28: 78519 (value 132304; 0.00% of shares outstanding; change 0.00)
Holder of AMTX: GMO TRUST-GMO Resources Fund
Shares held as of 2026-02-28: 454920 (value 766540; 0.01% of shares outstanding; change 0.00)
Holder of AMTX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 90500 (value 152492; 0.00% of shares outstanding; change 0.00)
Holder of AMTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 323423 (value 727701; 0.00% of shares outstanding; change 0.00)
Holder of AMTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 93083 (value 209436; 0.00% of shares outstanding; change 0.11)
Holder of AMTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 126177 (value 283898; 0.00% of shares outstanding; change 0.28)
Holder of AMTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 684183 (value 1152848; 0.01% of shares outstanding; change 0.18)
Holder of AMTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1885657 (value 3177331; 0.03% of shares outstanding; change 0.00)
Holder of AMTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 154149 (value 346835; 0.00% of shares outstanding; change 0.02)
Holder of AMTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 182731 (value 299678; 0.00% of shares outstanding; change -0.44)
Holder of AMTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 93083 (value 152656; 0.00% of shares outstanding; change 0.00)
Holder of AMTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 126177 (value 206930; 0.00% of shares outstanding; change 0.00)
Holder of AMTX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 155163 (value 265328; 0.00% of shares outstanding; change 0.01)
Holder of AMTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 182731 (value 307901; 0.00% of shares outstanding; change 0.00)
Holder of AMTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 93083 (value 156844; 0.00% of shares outstanding; change 0.00)