speb/financial-data huggingface dataset:
Holder of ALI1.DE: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 2849627 (value 34466239; 0.01% of shares outstanding; change 0.82)
Holder of ALI1.DE: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 560180 (value 6775377; 0.00% of shares outstanding; change -0.07)
Holder of ALI1.DE: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 291727 (value 5001659; 0.00% of shares outstanding; change 0.13)
Holder of ALI1.DE: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1825555 (value 22080088; 0.01% of shares outstanding; change -0.01)
Holder of ALI1.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 653643 (value 7905812; 0.00% of shares outstanding; change 1.00)
Holder of ALI1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2567543 (value 31054433; 0.01% of shares outstanding; change 14.72)
Holder of ALI1.DE: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-04-30: 5635354 (value 96618146; 0.02% of shares outstanding; change -0.02)
Holder of ALI1.DE: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-05-31: 747100 (value 9036174; 0.00% of shares outstanding; change 0.25)
Holder of ALI1.DE: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-05-31: 5131925 (value 62070634; 0.02% of shares outstanding; change 0.05)
Holder of ALI1.DE: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-05-31: 5976531 (value 69895528; 0.02% of shares outstanding; change 0.06)
Holder of ALI1.DE: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 553300 (value 6692163; 0.00% of shares outstanding; change 0.00)
Holder of ALI1.DE: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-06-30: 7532533 (value 91105988; 0.03% of shares outstanding; change 0.26)
Holder of ALIS: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 68552 (value 692375; 0.01% of shares outstanding; change 1.00)
Holder of ALIS: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 2472 (value 24917; 0.00% of shares outstanding; change 1.00)
Holder of ALIS: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 230004 (value 2323040; 0.03% of shares outstanding; change 1.00)
Holder of ALIS: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 44378 (value 447330; 0.01% of shares outstanding; change 1.00)
Holder of ALIS: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 6890 (value 69933; 0.00% of shares outstanding; change 1.00)
Holder of ALIS: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 68552 (value 695802; 0.01% of shares outstanding; change 0.00)
Holder of ALIS: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 2472 (value 25090; 0.00% of shares outstanding; change 0.00)
Holder of ALIS: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 230004 (value 2334540; 0.03% of shares outstanding; change 0.00)
Holder of ALIS: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1014999; 0.01% of shares outstanding; change 1.00)
Holder of ALIS: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 44378 (value 450436; 0.01% of shares outstanding; change 0.00)
Holder of ALIT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5054005 (value 4762389; 0.01% of shares outstanding; change 0.01)
Holder of ALIT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 9504317 (value 8955918; 0.02% of shares outstanding; change -0.05)
Holder of ALIT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 6120239 (value 5767101; 0.01% of shares outstanding; change -0.05)
Holder of ALIT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 13605046 (value 12820035; 0.03% of shares outstanding; change 0.01)
Holder of ALIT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 4113011 (value 2341125; 0.01% of shares outstanding; change 1.00)
Holder of ALIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 6328448 (value 3602152; 0.01% of shares outstanding; change -0.01)
Holder of ALIT: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-01-31: 4182031 (value 2380411; 0.01% of shares outstanding; change 1.00)
Holder of ALIT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 4282573 (value 2437640; 0.01% of shares outstanding; change 0.02)
Holder of ALIT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 262649 (value 4956186; 0.00% of shares outstanding; change 0.04)
Holder of ALIT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 240647 (value 4541009; 0.00% of shares outstanding; change -0.49)
Holder of ALIT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 680252 (value 12836355; 0.00% of shares outstanding; change 0.00)
Holder of ALIT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 11323140 (value 10669795; 0.02% of shares outstanding; change 0.06)
Holder of ALIT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 266380 (value 5026590; 0.00% of shares outstanding; change 0.30)
Holder of ALIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 271921 (value 5131149; 0.00% of shares outstanding; change -0.14)
Holder of ALIT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 190424 (value 3593301; 0.00% of shares outstanding; change -0.01)
Holder of ALIT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 232148 (value 4380632; 0.00% of shares outstanding; change 0.08)
Holder of ALIT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 9490808 (value 7250028; 0.02% of shares outstanding; change -0.01)
Holder of ALIT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 544002 (value 10025957; 0.00% of shares outstanding; change -0.04)
Holder of ALIT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 197009 (value 3630875; 0.00% of shares outstanding; change -0.01)
Holder of ALIT: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 5276740 (value 3003520; 0.01% of shares outstanding; change 0.02)
Holder of ALIT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 482844 (value 10497028; 0.00% of shares outstanding; change 0.02)
Holder of ALIT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 564196 (value 10646378; 0.00% of shares outstanding; change 0.04)
Holder of ALIT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 198677 (value 3749035; 0.00% of shares outstanding; change 0.01)
Holder of ALIT: iShares Trust-iShares U.S. Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 273376 (value 5158605; 0.00% of shares outstanding; change 0.04)
Holder of ALK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1252550 (value 57642351; 0.01% of shares outstanding; change 0.01)
Holder of ALK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2631937 (value 121121741; 0.02% of shares outstanding; change -0.04)
Holder of ALK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1697075 (value 78099392; 0.02% of shares outstanding; change -0.03)
Holder of ALK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3639649 (value 167496648; 0.03% of shares outstanding; change 0.00)
Holder of ALK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1508671 (value 74317130; 0.01% of shares outstanding; change -0.02)
Holder of ALK: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 1808051 (value 83405394; 0.02% of shares outstanding; change -0.04)
Holder of ALK: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3231662 (value 149076571; 0.03% of shares outstanding; change 0.14)
Holder of ALK: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 2880980 (value 132899610; 0.03% of shares outstanding; change 0.00)
Holder of ALK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1281305 (value 59106601; 0.01% of shares outstanding; change 0.02)
Holder of ALK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2643305 (value 121935662; 0.02% of shares outstanding; change 0.00)
Holder of ALK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1683261 (value 77648831; 0.02% of shares outstanding; change -0.01)
Holder of ALK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3611048 (value 166577648; 0.03% of shares outstanding; change -0.01)
Holder of ALK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3606525 (value 154431399; 0.03% of shares outstanding; change 0.06)
Holder of ALK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1508671 (value 69594994; 0.01% of shares outstanding; change 0.00)
Holder of ALK: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3866198 (value 190448906; 0.03% of shares outstanding; change 0.02)
Holder of ALK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3755604 (value 189319997; 0.03% of shares outstanding; change 0.04)
Holder of ALK: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3889744 (value 179433894; 0.03% of shares outstanding; change 0.01)
Holder of ALK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3829170 (value 176639616; 0.03% of shares outstanding; change 0.02)
Holder of ALKS: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 2264752 (value 95549883; 0.01% of shares outstanding; change -0.11)
Holder of ALKS: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3736893 (value 157659510; 0.02% of shares outstanding; change -0.09)
Holder of ALKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2117603 (value 89341667; 0.01% of shares outstanding; change -0.03)
Holder of ALKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3746413 (value 158061159; 0.02% of shares outstanding; change -0.04)
Holder of ALKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5228163 (value 220576189; 0.03% of shares outstanding; change 0.00)
Holder of ALKS: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2026-03-31: 2082966 (value 110168070; 0.01% of shares outstanding; change -0.01)
Holder of ALKS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1842522 (value 97450987; 0.01% of shares outstanding; change 0.04)
Holder of ALKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2148860 (value 113653204; 0.01% of shares outstanding; change 0.01)
Holder of ALKS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3842271 (value 203217710; 0.02% of shares outstanding; change 0.03)
Holder of ALKS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5279622 (value 279239204; 0.03% of shares outstanding; change 0.01)
Holder of ALKS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3965520 (value 167305283; 0.02% of shares outstanding; change 0.01)
Holder of ALKS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3750565 (value 160524179; 0.02% of shares outstanding; change -0.11)
Holder of ALKS: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-04-30: 2255417 (value 96531845; 0.01% of shares outstanding; change -0.17)
Holder of ALKS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 3410431 (value 151013880; 0.02% of shares outstanding; change 0.12)
Holder of ALKS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 10061635 (value 445529185; 0.06% of shares outstanding; change 0.01)
Holder of ALKS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3821236 (value 210702950; 0.02% of shares outstanding; change -0.04)
Holder of ALKS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3266861 (value 180134713; 0.02% of shares outstanding; change -0.13)
Holder of ALKS: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-05-31: 2315561 (value 122470019; 0.01% of shares outstanding; change 0.03)
Holder of ALKS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 3376843 (value 181606612; 0.02% of shares outstanding; change -0.01)
Holder of ALKS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 10017674 (value 529834771; 0.06% of shares outstanding; change 0.00)
Holder of ALKS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3872027 (value 204791505; 0.02% of shares outstanding; change 0.01)
Holder of ALKS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2423329 (value 128169869; 0.01% of shares outstanding; change -0.26)
Holder of ALKS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2262805 (value 119679755; 0.01% of shares outstanding; change -0.33)
Holder of ALKT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1551094 (value 28183378; 0.01% of shares outstanding; change 0.05)
Holder of ALKT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2195256 (value 39887801; 0.02% of shares outstanding; change 0.13)
Holder of ALKT: Franklin Strategic Series-FRANKLIN SMALL-MID CAP GROWTH FUND
Shares held as of 2026-01-31: 1020496 (value 15501333; 0.01% of shares outstanding; change 0.00)
Holder of ALKT: MFS SERIES TRUST I-MFS New Discovery Fund
Shares held as of 2026-02-28: 1098764 (value 18448248; 0.01% of shares outstanding; change 0.01)
Holder of ALKT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1807008 (value 30339665; 0.02% of shares outstanding; change 0.03)
Holder of ALKT: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 1650000 (value 27703501; 0.02% of shares outstanding; change -0.23)
Holder of ALKT: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 1842213 (value 30930757; 0.02% of shares outstanding; change 0.20)
Holder of ALKT: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 1076212 (value 18069600; 0.01% of shares outstanding; change 0.24)
Holder of ALKT: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 1743247 (value 26479921; 0.02% of shares outstanding; change 0.06)
Holder of ALKT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1592687 (value 26741216; 0.01% of shares outstanding; change 0.03)
Holder of ALKT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2201258 (value 36959123; 0.02% of shares outstanding; change 0.00)
Holder of ALKT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1690023 (value 30707718; 0.02% of shares outstanding; change 0.01)
Holder of ALKT: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 968760 (value 16265481; 0.01% of shares outstanding; change 0.27)
Holder of ALKT: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 1743247 (value 33034531; 0.02% of shares outstanding; change 0.00)
Holder of ALKT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1623966 (value 30774156; 0.02% of shares outstanding; change -0.04)
Holder of ALKT: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 1800692 (value 34123114; 0.02% of shares outstanding; change -0.02)
Holder of ALKT: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 1043848 (value 19780920; 0.01% of shares outstanding; change -0.03)
Holder of ALKT: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-05-31: 1920353 (value 32242728; 0.02% of shares outstanding; change 0.10)
Holder of ALKT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1639389 (value 27525342; 0.02% of shares outstanding; change 0.01)
Holder of ALL: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 2697488 (value 555925292; 0.01% of shares outstanding; change -0.17)
Holder of ALL: T. Rowe Price Value Fund, Inc.
Shares held as of 2025-12-31: 2092452 (value 431233425; 0.01% of shares outstanding; change -0.22)
Holder of ALL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 6599136 (value 1360015914; 0.03% of shares outstanding; change 0.02)
Holder of ALL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8215179 (value 1693066210; 0.03% of shares outstanding; change -0.01)
Holder of ALL: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2924776 (value 646872702; 0.01% of shares outstanding; change 0.00)
Holder of ALL: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 2405105 (value 625255149; 0.01% of shares outstanding; change -0.11)
Holder of ALL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3320397 (value 684300605; 0.01% of shares outstanding; change 0.00)
Holder of ALL: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6606556 (value 1717506371; 0.03% of shares outstanding; change 0.00)
Holder of ALL: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5605009 (value 1457134196; 0.02% of shares outstanding; change -0.02)
Holder of ALL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8238140 (value 2141669265; 0.03% of shares outstanding; change 0.00)
Holder of ALL: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2399989 (value 623925143; 0.01% of shares outstanding; change 0.00)
Holder of ALL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3331860 (value 736907470; 0.01% of shares outstanding; change 0.00)
Holder of ALL: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 1861004 (value 412454325; 0.01% of shares outstanding; change 0.01)
Holder of ALL: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 3088499 (value 802917088; 0.01% of shares outstanding; change 0.06)
Holder of ALL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3100101 (value 687075399; 0.01% of shares outstanding; change 0.03)
Holder of ALL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3363011 (value 835271025; 0.01% of shares outstanding; change 0.01)
Holder of ALL: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3327224 (value 864978427; 0.01% of shares outstanding; change 0.00)
Holder of ALL: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 1882243 (value 470372514; 0.01% of shares outstanding; change 0.01)
Holder of ALL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3130452 (value 778355583; 0.01% of shares outstanding; change 0.01)
Holder of ALL: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3425635 (value 890562335; 0.01% of shares outstanding; change 0.02)
Holder of ALL: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 2069877 (value 538105926; 0.01% of shares outstanding; change 0.10)
Holder of ALL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3111129 (value 808800209; 0.01% of shares outstanding; change -0.01)
Holder of ALL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5168173 (value 259752366; 0.01% of shares outstanding; change 0.01)
Holder of ALL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8015536 (value 491111894; 0.01% of shares outstanding; change 0.00)
Holder of ALL.AX: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 1887659 (value 114750792; 0.00% of shares outstanding; change -0.06)
Holder of ALL.AX: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 4110419 (value 249872374; 0.01% of shares outstanding; change 0.02)
Holder of ALL.AX: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 2382740 (value 146705301; 0.00% of shares outstanding; change 0.00)
Holder of ALL.AX: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 2031442 (value 125075883; 0.00% of shares outstanding; change -0.54)
Holder of ALL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 2036275 (value 102343178; 0.00% of shares outstanding; change 0.01)
Holder of ALL.AX: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3897063 (value 240604676; 0.01% of shares outstanding; change 0.00)
Holder of ALL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5285652 (value 321314789; 0.01% of shares outstanding; change 0.02)
Holder of ALL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2060143 (value 126224962; 0.00% of shares outstanding; change 0.01)
Holder of ALL.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 1808161 (value 109918108; 0.00% of shares outstanding; change 0.02)
Holder of ALL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7996388 (value 486100433; 0.01% of shares outstanding; change 0.00)
Holder of ALL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3953634 (value 245599739; 0.01% of shares outstanding; change 0.00)
Holder of ALL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1928210 (value 103949800; 0.00% of shares outstanding; change 0.01)
Holder of ALL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2081945 (value 126561438; 0.00% of shares outstanding; change 0.01)
Holder of ALL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3981429 (value 242031072; 0.01% of shares outstanding; change 0.01)
Holder of ALL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1928210 (value 117215887; 0.00% of shares outstanding; change 0.00)
Holder of ALL.AX: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 2382740 (value 144846766; 0.00% of shares outstanding; change 0.00)
Holder of ALL.AX: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3897063 (value 236902463; 0.01% of shares outstanding; change 0.00)
Holder of ALL.L: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2025-12-31: 821285 (value 13797587; 0.00% of shares outstanding; change 0.35)
Holder of ALL.L: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2026-03-31: 924904 (value 14336012; 0.00% of shares outstanding; change 0.13)
Holder of ALL.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 10659 (value 168412; 0.00% of shares outstanding; change 0.03)
Holder of ALL.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 342 (value 5301; 0.00% of shares outstanding; change -0.97)
Holder of ALL.L: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 354 (value 5487; 0.00% of shares outstanding; change 0.04)
Holder of ALLE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2169626 (value 282203269; 0.03% of shares outstanding; change 0.02)
Holder of ALLE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1952225 (value 253925920; 0.02% of shares outstanding; change -0.04)
Holder of ALLE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1258774 (value 163728743; 0.01% of shares outstanding; change -0.03)
Holder of ALLE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2705373 (value 351887885; 0.03% of shares outstanding; change 0.00)
Holder of ALLE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1098702 (value 142908177; 0.01% of shares outstanding; change 0.00)
Holder of ALLE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 1747228 (value 234076137; 0.02% of shares outstanding; change -0.07)
Holder of ALLE: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 1007882 (value 154568784; 0.01% of shares outstanding; change -0.04)
Holder of ALLE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2186454 (value 335314586; 0.03% of shares outstanding; change 0.01)
Holder of ALLE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1986467 (value 304644580; 0.02% of shares outstanding; change 0.02)
Holder of ALLE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1264878 (value 193981690; 0.01% of shares outstanding; change 0.00)
Holder of ALLE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2738306 (value 419946609; 0.03% of shares outstanding; change 0.01)
Holder of ALLE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1102479 (value 147258128; 0.01% of shares outstanding; change 0.00)
Holder of ALLE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1150397 (value 154118687; 0.01% of shares outstanding; change -0.03)
Holder of ALLE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 1747228 (value 244856530; 0.02% of shares outstanding; change 0.00)
Holder of ALLE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1030859 (value 138104181; 0.01% of shares outstanding; change 0.03)
Holder of ALLE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1111246 (value 155730013; 0.01% of shares outstanding; change 0.00)
Holder of ALLE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1100959 (value 168843072; 0.01% of shares outstanding; change 0.00)
Holder of ALLE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1145331 (value 157185232; 0.01% of shares outstanding; change 0.00)
Holder of ALLE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 1747228 (value 267954887; 0.02% of shares outstanding; change 0.00)
Holder of ALLE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1040909 (value 140595586; 0.01% of shares outstanding; change 0.01)
Holder of ALLE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1131846 (value 173579903; 0.01% of shares outstanding; change 0.02)
Holder of ALLE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1407260 (value 215817394; 0.02% of shares outstanding; change 0.23)
Holder of ALLE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1026759 (value 157463760; 0.01% of shares outstanding; change -0.01)
Holder of ALLO: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 2147980 (value 4038202; 0.01% of shares outstanding; change -0.18)
Holder of ALLO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1799598 (value 3905127; 0.01% of shares outstanding; change 0.07)
Holder of ALLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4879191 (value 10587844; 0.01% of shares outstanding; change 0.00)
Holder of ALLO: abrdn Life Sciences Investors
Shares held as of 2025-12-31: 2086332 (value 4527340; 0.01% of shares outstanding; change 0.32)
Holder of ALLO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1512288 (value 3024576; 0.00% of shares outstanding; change 0.00)
Holder of ALLO: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1401115 (value 3040419; 0.00% of shares outstanding; change 0.00)
Holder of ALLO: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 2775270 (value 5550540; 0.01% of shares outstanding; change 0.01)
Holder of ALLO: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 3830998 (value 6665936; 0.01% of shares outstanding; change 0.78)
Holder of ALLO: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 5364570 (value 9334351; 0.02% of shares outstanding; change 0.03)
Holder of ALLO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1881862 (value 3274439; 0.01% of shares outstanding; change 0.05)
Holder of ALLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4879191 (value 8489792; 0.01% of shares outstanding; change 0.00)
Holder of ALLO: abrdn Life Sciences Investors
Shares held as of 2026-03-31: 1462219 (value 2748971; 0.00% of shares outstanding; change -0.30)
Holder of ALLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3834951 (value 8321843; 0.01% of shares outstanding; change 0.02)
Holder of ALLO: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 8829193 (value 18364720; 0.03% of shares outstanding; change 5.30)
Holder of ALLO: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 3375270 (value 5872969; 0.01% of shares outstanding; change 0.22)
Holder of ALLO: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 5945219 (value 11890438; 0.02% of shares outstanding; change 0.14)
Holder of ALLO: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 1565200 (value 2723448; 0.00% of shares outstanding; change 1.00)
Holder of ALLO: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 1694031 (value 3540524; 0.00% of shares outstanding; change 0.48)
Holder of ALLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3684904 (value 7701449; 0.01% of shares outstanding; change -0.04)
Holder of ALLO: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 9546893 (value 16611593; 0.03% of shares outstanding; change 0.08)
Holder of ALLO: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 5805355 (value 12191244; 0.02% of shares outstanding; change -0.02)
Holder of ALLO: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1679735 (value 2922738; 0.00% of shares outstanding; change -0.01)
Holder of ALLO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3719937 (value 6472690; 0.01% of shares outstanding; change 0.01)
Holder of ALLO: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 12098098 (value 21050690; 0.04% of shares outstanding; change 1.08)
Holder of ALLR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 171795 (value 281743; 0.01% of shares outstanding; change 0.00)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 119074 (value 191709; 0.01% of shares outstanding; change 0.38)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 21595 (value 34767; 0.00% of shares outstanding; change 0.00)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 22166 (value 35687; 0.00% of shares outstanding; change 0.00)
Holder of ALLR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 171795 (value 204436; 0.01% of shares outstanding; change 0.00)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 118641 (value 153046; 0.01% of shares outstanding; change 0.00)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 21595 (value 27857; 0.00% of shares outstanding; change 0.00)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 22166 (value 28594; 0.00% of shares outstanding; change 0.00)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 94289 (value 112203; 0.01% of shares outstanding; change -0.21)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 21595 (value 25698; 0.00% of shares outstanding; change 0.00)
Holder of ALLR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 22166 (value 26377; 0.00% of shares outstanding; change 0.00)
Holder of ALLT: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 50631 (value 363530; 0.00% of shares outstanding; change 1.00)
Holder of ALLT: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 387609 (value 2783032; 0.01% of shares outstanding; change 1.28)
Holder of ALLT: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 48893 (value 432703; 0.00% of shares outstanding; change 0.00)
Holder of ALLT: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 94066 (value 675393; 0.00% of shares outstanding; change -0.21)
Holder of ALLT: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 48669 (value 430720; 0.00% of shares outstanding; change 1.00)
Holder of ALLT: -Acuitas Small Cap Active ETF
Shares held as of 2026-03-31: 50093 (value 383211; 0.00% of shares outstanding; change 1.00)
Holder of ALLT: Amplify ETF Trust-Amplify BlueStar Israel Technology ETF
Shares held as of 2026-03-31: 39340 (value 300951; 0.00% of shares outstanding; change 0.12)
Holder of ALLT: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 1200000 (value 9180000; 0.02% of shares outstanding; change 0.00)
Holder of ALLT: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 52914 (value 404792; 0.00% of shares outstanding; change 0.05)
Holder of ALLT: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 297726 (value 2429444; 0.01% of shares outstanding; change 0.47)
Holder of ALLT: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 45706 (value 349650; 0.00% of shares outstanding; change -0.51)
Holder of ALLT: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 61959 (value 473986; 0.00% of shares outstanding; change 0.27)
Holder of ALLT: SEI INSTITUTIONAL INTERNATIONAL TRUST-SIT International Equity Fund
Shares held as of 2026-04-30: 81001 (value 694988; 0.00% of shares outstanding; change 0.00)
Holder of ALLT: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 42427 (value 324566; 0.00% of shares outstanding; change 0.00)
Holder of ALLT: SPDR SERIES TRUST-State Street SPDR S&P Kensho Future Security ETF
Shares held as of 2026-04-30: 118777 (value 875386; 0.00% of shares outstanding; change 0.02)
Holder of ALLT: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-04-30: 387997 (value 3329014; 0.01% of shares outstanding; change -0.04)
Holder of ALLT: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 297726 (value 2554489; 0.01% of shares outstanding; change 0.00)
Holder of ALLT: SEI INSTITUTIONAL INTERNATIONAL TRUST-SIT International Equity Fund
Shares held as of 2026-05-31: 81001 (value 619657; 0.00% of shares outstanding; change 0.00)
Holder of ALLT: SPDR SERIES TRUST-State Street SPDR S&P Kensho Future Security ETF
Shares held as of 2026-05-31: 122508 (value 1064594; 0.00% of shares outstanding; change 0.03)
Holder of ALLT: iShares Trust-iShares Cybersecurity and Tech ETF
Shares held as of 2026-05-31: 381862 (value 2921244; 0.01% of shares outstanding; change -0.02)
Holder of ALLT: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 297726 (value 2277603; 0.01% of shares outstanding; change 0.00)
Holder of ALLY: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 3983177 (value 170519812; 0.01% of shares outstanding; change -0.06)
Holder of ALLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3017025 (value 129158844; 0.01% of shares outstanding; change 0.01)
Holder of ALLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6292259 (value 269371616; 0.02% of shares outstanding; change -0.04)
Holder of ALLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4056520 (value 173659626; 0.01% of shares outstanding; change -0.03)
Holder of ALLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8712896 (value 372999089; 0.03% of shares outstanding; change 0.01)
Holder of ALLY: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 4662062 (value 206855685; 0.02% of shares outstanding; change -0.04)
Holder of ALLY: Vanguard Explorer Fund
Shares held as of 2026-01-31: 2554700 (value 113352036; 0.01% of shares outstanding; change 0.29)
Holder of ALLY: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 13825877 (value 593406615; 0.05% of shares outstanding; change 0.00)
Holder of ALLY: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund
Shares held as of 2026-03-31: 6047800 (value 259571564; 0.02% of shares outstanding; change 0.00)
Holder of ALLY: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 3583280 (value 153794371; 0.01% of shares outstanding; change -0.10)
Holder of ALLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3132268 (value 134436936; 0.01% of shares outstanding; change 0.04)
Holder of ALLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6414722 (value 275319856; 0.02% of shares outstanding; change 0.02)
Holder of ALLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4084565 (value 175309522; 0.01% of shares outstanding; change 0.01)
Holder of ALLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8809640 (value 378109732; 0.03% of shares outstanding; change 0.01)
Holder of ALLY: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 4565283 (value 195941938; 0.01% of shares outstanding; change -0.02)
Holder of ALLY: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2807255 (value 120487379; 0.01% of shares outstanding; change 0.10)
Holder of ALLY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 9477002 (value 420494568; 0.03% of shares outstanding; change 0.02)
Holder of ALLY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 9523516 (value 408749289; 0.03% of shares outstanding; change 0.00)
Holder of ALM: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2025-12-31: 497008 (value 8106200; 0.00% of shares outstanding; change -0.19)
Holder of ALM: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 1568974 (value 27739460; 0.01% of shares outstanding; change 1.00)
Holder of ALM: Driehaus Mutual Funds-Driehaus Small Cap Growth Fund
Shares held as of 2026-03-31: 450095 (value 7453572; 0.00% of shares outstanding; change 1.00)
Holder of ALM: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-03-31: 597600 (value 11748815; 0.00% of shares outstanding; change 0.00)
Holder of ALM: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 4891180 (value 96160598; 0.02% of shares outstanding; change 0.23)
Holder of ALM: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 342821 (value 6061075; 0.00% of shares outstanding; change -0.25)
Holder of ALM: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1695604 (value 22619357; 0.01% of shares outstanding; change 1.00)
Holder of ALM: AMERICAN BEACON SELECT FUNDS-American Beacon GLG Natural Resources ETF
Shares held as of 2026-04-30: 419681 (value 6949917; 0.00% of shares outstanding; change 1.25)
Holder of ALM: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-04-30: 597600 (value 10565568; 0.00% of shares outstanding; change 0.00)
Holder of ALM: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-04-30: 4891180 (value 86476063; 0.02% of shares outstanding; change 0.00)
Holder of ALM: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 2849627 (value 38014024; 0.01% of shares outstanding; change 0.82)
Holder of ALM: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 560180 (value 7472801; 0.00% of shares outstanding; change -0.07)
Holder of ALM: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 291727 (value 5735352; 0.00% of shares outstanding; change -0.45)
Holder of ALM: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1825555 (value 24352903; 0.01% of shares outstanding; change -0.01)
Holder of ALM: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 653643 (value 8719597; 0.00% of shares outstanding; change 1.00)
Holder of ALM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2567543 (value 34251024; 0.01% of shares outstanding; change 14.72)
Holder of ALM: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-04-30: 5635354 (value 91912620; 0.02% of shares outstanding; change -0.02)
Holder of ALM: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 553300 (value 9782344; 0.00% of shares outstanding; change 1.00)
Holder of ALM: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-05-31: 747100 (value 9966314; 0.00% of shares outstanding; change 0.25)
Holder of ALM: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-05-31: 5131925 (value 68459880; 0.02% of shares outstanding; change 0.05)
Holder of ALM: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-05-31: 5976531 (value 82296834; 0.02% of shares outstanding; change 0.06)
Holder of ALM: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 553300 (value 7381022; 0.00% of shares outstanding; change 0.00)
Holder of ALM: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-06-30: 7532533 (value 100483991; 0.03% of shares outstanding; change 0.26)
Holder of ALMR: ARK Venture Fund
Shares held as of 2026-04-30: 531786 (value 13762621; 0.01% of shares outstanding; change 1.00)
Holder of ALMR: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 155348 (value 4020406; 0.00% of shares outstanding; change 1.00)
Holder of ALMR: LORD ABBETT SECURITIES TRUST-Lord Abbett Micro-Cap Growth Fund
Shares held as of 2026-04-30: 28651 (value 741487; 0.00% of shares outstanding; change 1.00)
Holder of ALMR: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-04-30: 213152 (value 5516373; 0.00% of shares outstanding; change 1.00)
Holder of ALMR: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-05-31: 430387 (value 11138415; 0.01% of shares outstanding; change 0.03)
Holder of ALMR: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 160000 (value 4140799; 0.00% of shares outstanding; change -0.05)
Holder of ALMR: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 280000 (value 7246399; 0.00% of shares outstanding; change 0.00)
Holder of ALMR: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 300000 (value 7763999; 0.00% of shares outstanding; change -0.09)
Holder of ALMR: Variable Insurance Products Fund IV-VIP Health Care Portfolio
Shares held as of 2026-05-31: 56000 (value 1449279; 0.00% of shares outstanding; change -0.04)
Holder of ALMR: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 667242 (value 17268222; 0.01% of shares outstanding; change 0.23)
Holder of ALMS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 664386 (value 14350737; 0.01% of shares outstanding; change -0.04)
Holder of ALMS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2403849 (value 51923139; 0.02% of shares outstanding; change 0.00)
Holder of ALMS: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 481900 (value 11281278; 0.00% of shares outstanding; change 1.00)
Holder of ALMS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 553335 (value 12953572; 0.00% of shares outstanding; change 0.01)
Holder of ALMS: AIM Growth Series -Invesco Main Street Small Cap Fd.
Shares held as of 2026-03-31: 474189 (value 13277292; 0.00% of shares outstanding; change 1.00)
Holder of ALMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 430444 (value 8204262; 0.00% of shares outstanding; change 0.04)
Holder of ALMS: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 707700 (value 13488761; 0.01% of shares outstanding; change 0.26)
Holder of ALMS: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 1188623 (value 33281444; 0.01% of shares outstanding; change 1.00)
Holder of ALMS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 667220 (value 18682160; 0.01% of shares outstanding; change 1.00)
Holder of ALMS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 906133 (value 25371724; 0.01% of shares outstanding; change 0.36)
Holder of ALMS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3028203 (value 84789684; 0.02% of shares outstanding; change 0.26)
Holder of ALMS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 530358 (value 11455733; 0.00% of shares outstanding; change -0.02)