speb/financial-data huggingface dataset:
Holder of APP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7733256 (value 4741182128; 0.03% of shares outstanding; change 0.00)
Holder of APP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3460883 (value 2121832851; 0.01% of shares outstanding; change 0.00)
Holder of APP: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 2586082 (value 1585501082; 0.01% of shares outstanding; change 0.03)
Holder of APP: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 2731720 (value 1070779635; 0.01% of shares outstanding; change 0.21)
Holder of APP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6885845 (value 2699113598; 0.02% of shares outstanding; change 0.01)
Holder of APP: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2689862 (value 1054372136; 0.01% of shares outstanding; change 0.01)
Holder of APP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7800969 (value 3057823914; 0.03% of shares outstanding; change 0.01)
Holder of APP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3472830 (value 1631222949; 0.01% of shares outstanding; change 0.00)
Holder of APP: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 2584241 (value 1331478439; 0.01% of shares outstanding; change 0.00)
Holder of APP: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 6572320 (value 3264931334; 0.02% of shares outstanding; change 0.02)
Holder of APP: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 2079938 (value 976967660; 0.01% of shares outstanding; change 0.02)
Holder of APP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3241162 (value 1610112011; 0.01% of shares outstanding; change 0.03)
Holder of APP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3505265 (value 1906127977; 0.01% of shares outstanding; change 0.01)
Holder of APP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3467998 (value 1359385894; 0.01% of shares outstanding; change 0.00)
Holder of APP: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 2701641 (value 1058989268; 0.01% of shares outstanding; change 0.05)
Holder of APP: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 6653924 (value 3491506912; 0.02% of shares outstanding; change 0.01)
Holder of APP: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 2100580 (value 1102235251; 0.01% of shares outstanding; change 0.01)
Holder of APP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3272920 (value 1717396051; 0.01% of shares outstanding; change 0.01)
Holder of APP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3570361 (value 1399510144; 0.01% of shares outstanding; change 0.02)
Holder of APP: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 6489828 (value 2543882850; 0.02% of shares outstanding; change -0.02)
Holder of APP: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 2122973 (value 832162979; 0.01% of shares outstanding; change 0.01)
Holder of APP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3251785 (value 1274634720; 0.01% of shares outstanding; change -0.01)
Holder of APPF: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 200788 (value 32361001; 0.01% of shares outstanding; change 0.05)
Holder of APPF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 248824 (value 40102963; 0.01% of shares outstanding; change 0.02)
Holder of APPF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 281027 (value 45293121; 0.01% of shares outstanding; change 0.02)
Holder of APPF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 497496 (value 80181429; 0.02% of shares outstanding; change 0.01)
Holder of APPF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 687374 (value 110784066; 0.03% of shares outstanding; change 0.05)
Holder of APPF: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 264129 (value 42569670; 0.01% of shares outstanding; change -0.29)
Holder of APPF: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 935048 (value 141659772; 0.04% of shares outstanding; change 0.04)
Holder of APPF: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 545333 (value 90007213; 0.02% of shares outstanding; change 0.03)
Holder of APPF: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 200788 (value 35707135; 0.01% of shares outstanding; change 0.00)
Holder of APPF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 271372 (value 44789949; 0.01% of shares outstanding; change 0.09)
Holder of APPF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 297936 (value 49174337; 0.01% of shares outstanding; change 0.06)
Holder of APPF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 532976 (value 87967690; 0.02% of shares outstanding; change 0.07)
Holder of APPF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 735558 (value 121403850; 0.03% of shares outstanding; change 0.07)
Holder of APPF: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 212629 (value 35094417; 0.01% of shares outstanding; change -0.20)
Holder of APPF: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 1176049 (value 194106891; 0.05% of shares outstanding; change 0.26)
Holder of APPF: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 184107 (value 29679890; 0.01% of shares outstanding; change 0.00)
Holder of APPF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 820709 (value 124337413; 0.03% of shares outstanding; change 0.02)
Holder of APPF: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 182307 (value 32420566; 0.01% of shares outstanding; change -0.01)
Holder of APPF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 825727 (value 136286243; 0.03% of shares outstanding; change 0.01)
Holder of APPF: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 217370 (value 35876919; 0.01% of shares outstanding; change 1.00)
Holder of APPF: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 224804 (value 37103900; 0.01% of shares outstanding; change 1.00)
Holder of APPN: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 532292 (value 12455632; 0.01% of shares outstanding; change 0.18)
Holder of APPN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 434264 (value 10161777; 0.01% of shares outstanding; change 0.00)
Holder of APPN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 518963 (value 12143734; 0.01% of shares outstanding; change -0.04)
Holder of APPN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 922611 (value 21589097; 0.02% of shares outstanding; change -0.05)
Holder of APPN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1280315 (value 29959370; 0.03% of shares outstanding; change 0.00)
Holder of APPN: Vanguard Explorer Fund
Shares held as of 2026-01-31: 499912 (value 10473156; 0.01% of shares outstanding; change 0.00)
Holder of APPN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 385874 (value 8084060; 0.01% of shares outstanding; change 0.01)
Holder of APPN: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 810715 (value 19254481; 0.02% of shares outstanding; change 0.03)
Holder of APPN: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 775549 (value 18419288; 0.02% of shares outstanding; change 0.46)
Holder of APPN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 449139 (value 10667051; 0.01% of shares outstanding; change 0.03)
Holder of APPN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 472000 (value 11210000; 0.01% of shares outstanding; change -0.09)
Holder of APPN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 842318 (value 20005052; 0.02% of shares outstanding; change -0.09)
Holder of APPN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1163315 (value 27628731; 0.03% of shares outstanding; change -0.09)
Holder of APPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 963296 (value 22541126; 0.02% of shares outstanding; change 0.00)
Holder of APPN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 389717 (value 10183304; 0.01% of shares outstanding; change 0.01)
Holder of APPN: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-04-30: 662848 (value 15914980; 0.02% of shares outstanding; change -0.04)
Holder of APPN: Vanguard Explorer Fund
Shares held as of 2026-04-30: 499912 (value 11872910; 0.01% of shares outstanding; change 0.00)
Holder of APPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 925614 (value 22566468; 0.02% of shares outstanding; change -0.04)
Holder of APPN: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-05-31: 683696 (value 17864975; 0.02% of shares outstanding; change 0.03)
Holder of APPN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 945088 (value 22445840; 0.02% of shares outstanding; change 0.02)
Holder of APPN: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-06-30: 466585 (value 11081393; 0.01% of shares outstanding; change 0.31)
Holder of APPN: First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF
Shares held as of 2026-06-30: 764549 (value 18158038; 0.02% of shares outstanding; change 0.12)
Holder of APPS: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2025-12-31: 2445220 (value 21469030; 0.02% of shares outstanding; change 0.18)
Holder of APPS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1076247 (value 9449448; 0.01% of shares outstanding; change 0.02)
Holder of APPS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3225370 (value 28318747; 0.03% of shares outstanding; change 0.03)
Holder of APPS: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-01-31: 713189 (value 6140557; 0.01% of shares outstanding; change 0.04)
Holder of APPS: Victory Portfolios III-Victory Small Cap Stock Fund
Shares held as of 2026-01-31: 971625 (value 8365690; 0.01% of shares outstanding; change 0.21)
Holder of APPS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1064577 (value 9166007; 0.01% of shares outstanding; change 0.01)
Holder of APPS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2447916 (value 20684889; 0.02% of shares outstanding; change 0.03)
Holder of APPS: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2026-03-31: 2783820 (value 23523278; 0.02% of shares outstanding; change 0.14)
Holder of APPS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1210724 (value 10230617; 0.01% of shares outstanding; change 0.12)
Holder of APPS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3348570 (value 28295415; 0.03% of shares outstanding; change 0.04)
Holder of APPS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2650345 (value 23270028; 0.02% of shares outstanding; change -0.01)
Holder of APPS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1075238 (value 9085760; 0.01% of shares outstanding; change 0.01)
Holder of APPS: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-04-30: 1099686 (value 9292346; 0.01% of shares outstanding; change 0.54)
Holder of APPS: SPDR SERIES TRUST-State Street SPDR S&P Software & Services ETF
Shares held as of 2026-04-30: 710068 (value 6930263; 0.01% of shares outstanding; change -0.09)
Holder of APPS: Victory Portfolios III-Victory Small Cap Stock Fund
Shares held as of 2026-04-30: 1064212 (value 8992591; 0.01% of shares outstanding; change 0.10)
Holder of APPS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2546606 (value 28471055; 0.02% of shares outstanding; change -0.04)
Holder of APPS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 580547 (value 6490515; 0.00% of shares outstanding; change 0.00)
Holder of APPS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 562021 (value 4749077; 0.00% of shares outstanding; change 0.00)
Holder of APPS: SPDR SERIES TRUST-State Street SPDR S&P Software & Services ETF
Shares held as of 2026-05-31: 755413 (value 8241555; 0.01% of shares outstanding; change 0.06)
Holder of APPS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2641264 (value 22318680; 0.02% of shares outstanding; change 0.04)
Holder of APPS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 574563 (value 4855057; 0.00% of shares outstanding; change -0.01)
Holder of APRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 19622 (value 17514; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 101794 (value 75470; 0.01% of shares outstanding; change 0.43)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2100 (value 1556; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5851 (value 4337; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7197 (value 5335; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Master Investment Portfolio-Diversified Equity Master Portfolio
Shares held as of 2026-03-31: 289 (value 182; 0.00% of shares outstanding; change 0.00)
Holder of APRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 19622 (value 12401; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 101424 (value 81372; 0.01% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2100 (value 1684; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5851 (value 4694; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7197 (value 5774; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 80925 (value 51144; 0.01% of shares outstanding; change -0.20)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2100 (value 1327; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5851 (value 3697; 0.00% of shares outstanding; change 0.00)
Holder of APRE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7197 (value 4548; 0.00% of shares outstanding; change 0.00)
Holder of APS.TO: DFA Investment Dimensions-Canadian Small Company Series
Shares held as of 2024-07-31: 767 (value 1840; 0.00% of shares outstanding; change 0.00)
Holder of APT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 102616 (value 597225; 0.01% of shares outstanding; change -0.14)
Holder of APT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 451058 (value 2625157; 0.04% of shares outstanding; change 0.00)
Holder of APT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 28782 (value 156286; 0.00% of shares outstanding; change 0.00)
Holder of APT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 22068 (value 119829; 0.00% of shares outstanding; change 0.00)
Holder of APT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 21849 (value 118640; 0.00% of shares outstanding; change 0.00)
Holder of APT: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 39124 (value 192881; 0.00% of shares outstanding; change 0.00)
Holder of APT: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 35901 (value 176991; 0.00% of shares outstanding; change 0.00)
Holder of APT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 17947 (value 92068; 0.00% of shares outstanding; change 0.00)
Holder of APT: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 642500 (value 3167524; 0.06% of shares outstanding; change 0.00)
Holder of APT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 102616 (value 505896; 0.01% of shares outstanding; change 0.00)
Holder of APT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 451058 (value 2223715; 0.04% of shares outstanding; change 0.00)
Holder of APT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 22531 (value 115584; 0.00% of shares outstanding; change -0.01)
Holder of APT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 28782 (value 141895; 0.00% of shares outstanding; change 0.00)
Holder of APT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 22068 (value 108795; 0.00% of shares outstanding; change 0.00)
Holder of APT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 21849 (value 107715; 0.00% of shares outstanding; change 0.00)
Holder of APT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 17947 (value 100862; 0.00% of shares outstanding; change 0.00)
Holder of APT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 22679 (value 124734; 0.00% of shares outstanding; change 0.01)
Holder of APT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 17947 (value 88478; 0.00% of shares outstanding; change 0.00)
Holder of APT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 22383 (value 110348; 0.00% of shares outstanding; change -0.01)
Holder of APTV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5446462 (value 370032641; 0.02% of shares outstanding; change 0.01)
Holder of APTV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4903636 (value 333153041; 0.02% of shares outstanding; change -0.05)
Holder of APTV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3161545 (value 214795375; 0.01% of shares outstanding; change -0.04)
Holder of APTV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6787034 (value 461111106; 0.03% of shares outstanding; change -0.01)
Holder of APTV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2184500 (value 148655231; 0.01% of shares outstanding; change 0.00)
Holder of APTV: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 2319530 (value 159119754; 0.01% of shares outstanding; change 0.00)
Holder of APTV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2716971 (value 184591016; 0.01% of shares outstanding; change -0.01)
Holder of APTV: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5405917 (value 305704602; 0.02% of shares outstanding; change -0.01)
Holder of APTV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4905484 (value 277405116; 0.02% of shares outstanding; change 0.00)
Holder of APTV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3123819 (value 176651962; 0.01% of shares outstanding; change -0.01)
Holder of APTV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6752796 (value 381870608; 0.03% of shares outstanding; change -0.01)
Holder of APTV: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 2319530 (value 141618904; 0.01% of shares outstanding; change 0.00)
Holder of APTV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2726325 (value 173612376; 0.01% of shares outstanding; change 0.00)
Holder of APTV: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 2768383 (value 188388471; 0.01% of shares outstanding; change 0.12)
Holder of APTV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2523418 (value 171718602; 0.01% of shares outstanding; change 0.03)
Holder of APTV: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 3013700 (value 170424732; 0.01% of shares outstanding; change 0.38)
Holder of APTV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2748403 (value 164162109; 0.01% of shares outstanding; change 0.00)
Holder of APTV: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 2754830 (value 155785634; 0.01% of shares outstanding; change 0.19)
Holder of APTV: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2722554 (value 153960426; 0.01% of shares outstanding; change 0.00)
Holder of APTV: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 2265426 (value 144262328; 0.01% of shares outstanding; change 0.11)
Holder of APTV: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 2745490 (value 167625892; 0.01% of shares outstanding; change -0.01)
Holder of APTV: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2548342 (value 155589021; 0.01% of shares outstanding; change 0.01)
Holder of APTV: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2799491 (value 158311213; 0.01% of shares outstanding; change 0.02)
Holder of APTV: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 2565358 (value 145070992; 0.01% of shares outstanding; change 0.13)
Holder of APTV: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2791474 (value 157857852; 0.01% of shares outstanding; change 0.02)
Holder of APUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 34953 (value 49283; 0.00% of shares outstanding; change 0.00)
Holder of APUS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27434 (value 34841; 0.00% of shares outstanding; change 0.16)
Holder of APUS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9729 (value 12355; 0.00% of shares outstanding; change 0.00)
Holder of APUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 34953 (value 197484; 0.00% of shares outstanding; change 0.00)
Holder of APUS: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 60976 (value 344514; 0.00% of shares outstanding; change 1.00)
Holder of APUS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 27334 (value 24600; 0.00% of shares outstanding; change 0.00)
Holder of APUS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9729 (value 8756; 0.00% of shares outstanding; change 0.00)
Holder of APUS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 27334 (value 154437; 0.00% of shares outstanding; change 0.00)
Holder of APUS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9729 (value 54968; 0.00% of shares outstanding; change 0.00)
Holder of APVO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 12713 (value 62420; 0.01% of shares outstanding; change 1.00)
Holder of APVO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 8934 (value 42168; 0.01% of shares outstanding; change 0.02)
Holder of APVO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1548 (value 7306; 0.00% of shares outstanding; change 0.79)
Holder of APVO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 12713 (value 55810; 0.01% of shares outstanding; change 0.00)
Holder of APVO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 8901 (value 39520; 0.01% of shares outstanding; change 0.00)
Holder of APVO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1548 (value 6873; 0.00% of shares outstanding; change 0.00)
Holder of APVO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 8901 (value 39075; 0.01% of shares outstanding; change 0.00)
Holder of APVO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1548 (value 6795; 0.00% of shares outstanding; change 0.00)
Holder of APWC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 108040 (value 143693; 0.01% of shares outstanding; change 0.00)
Holder of APWC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 108040 (value 177185; 0.01% of shares outstanding; change 0.00)
Holder of APWC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 108040 (value 170703; 0.01% of shares outstanding; change 0.00)
Holder of APXT: Driehaus Mutual Funds-Driehaus Event Driven Fund
Shares held as of 2025-12-31: 75318 (value 756945; 0.01% of shares outstanding; change 1.00)
Holder of APXT: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 732456 (value 7361182; 0.06% of shares outstanding; change 1.00)
Holder of APXT: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 22767 (value 228580; 0.00% of shares outstanding; change 1.00)
Holder of APXT: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 412016 (value 4136640; 0.04% of shares outstanding; change 1.00)
Holder of APXT: Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom
Shares held as of 2026-02-28: 26300 (value 264051; 0.00% of shares outstanding; change 1.00)
Holder of APXT: Brinker Capital Destinations TRT-Destinations Multi Strategy Alternati
Shares held as of 2026-02-28: 174682 (value 1759047; 0.02% of shares outstanding; change 0.00)
Holder of APXT: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 22223 (value 223118; 0.00% of shares outstanding; change 1.01)
Holder of APXT: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 62866 (value 636775; 0.01% of shares outstanding; change 1.00)
Holder of APXT: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 563400 (value 5706734; 0.05% of shares outstanding; change -0.23)
Holder of APXT: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 86600 (value 877180; 0.01% of shares outstanding; change -0.23)
Holder of APXT: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 45801 (value 463922; 0.00% of shares outstanding; change 1.01)
Holder of APXT: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 824824 (value 8354724; 0.07% of shares outstanding; change 1.00)
Holder of APXT: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 62866 (value 636775; 0.01% of shares outstanding; change 1.00)
Holder of APXT: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 323700 (value 3278789; 0.03% of shares outstanding; change 1.00)
Holder of APXT: TRT for Professional Managers-CrossingBridge Ultra-Short Duration ETF
Shares held as of 2026-03-31: 50000 (value 506454; 0.00% of shares outstanding; change 1.00)
Holder of APXT: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 30455 (value 308481; 0.00% of shares outstanding; change 0.92)
Holder of APXT: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 43846 (value 444120; 0.00% of shares outstanding; change 1.01)
Holder of APYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 325982 (value 1302298; 0.01% of shares outstanding; change 0.05)
Holder of APYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 986124 (value 3939565; 0.02% of shares outstanding; change 0.00)
Holder of APYX: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 131402 (value 540062; 0.00% of shares outstanding; change 1.00)
Holder of APYX: PFS FUNDS-Taylor Frigon Core Growth Fund
Shares held as of 2026-02-28: 128436 (value 576677; 0.00% of shares outstanding; change 0.00)
Holder of APYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 186762 (value 834826; 0.00% of shares outstanding; change 0.10)
Holder of APYX: RENN FUND, INC.-Renn Fund Inc
Shares held as of 2026-03-31: 615000 (value 2410800; 0.01% of shares outstanding; change 0.00)
Holder of APYX: ROYCE CAPITAL FUND-Royce Capital Fund - Micro-Cap Portfolio
Shares held as of 2026-03-31: 215125 (value 843290; 0.01% of shares outstanding; change 0.00)
Holder of APYX: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 586780 (value 2300177; 0.01% of shares outstanding; change 0.00)
Holder of APYX: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 589063 (value 2309127; 0.01% of shares outstanding; change -0.06)
Holder of APYX: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 663269 (value 2600014; 0.02% of shares outstanding; change 0.34)
Holder of APYX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 420076 (value 1646697; 0.01% of shares outstanding; change 0.29)
Holder of APYX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1095524 (value 4294454; 0.03% of shares outstanding; change 0.11)
Holder of APYX: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 211464 (value 828938; 0.01% of shares outstanding; change 0.61)
Holder of APYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 186082 (value 835508; 0.00% of shares outstanding; change 0.00)
Holder of APYX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 179731 (value 704545; 0.00% of shares outstanding; change -0.03)
Holder of APYX: PFS FUNDS-Taylor Frigon Core Growth Fund
Shares held as of 2026-05-31: 128436 (value 503469; 0.00% of shares outstanding; change 0.00)
Holder of AQ8.DE: Vanguard Explorer Fund
Shares held as of 2026-01-31: 331767 (value 87586488; 0.01% of shares outstanding; change 0.00)
Holder of AQ8.DE: American Century Mutual Funds, Inc.-ULTRA FUND
Shares held as of 2026-03-31: 492000 (value 129888000; 0.02% of shares outstanding; change 0.00)
Holder of AQ8.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 501303 (value 132343992; 0.02% of shares outstanding; change 0.14)
Holder of AQ8.DE: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 408610 (value 118496900; 0.01% of shares outstanding; change 0.39)
Holder of AQ8.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 340024 (value 89766336; 0.01% of shares outstanding; change 0.04)
Holder of AQ8.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 707001 (value 205030290; 0.02% of shares outstanding; change 0.02)
Holder of AQ8.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 450224 (value 130564960; 0.02% of shares outstanding; change 0.01)
Holder of AQ8.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 973281 (value 282251490; 0.03% of shares outstanding; change 0.01)
Holder of AQ8.DE: American Century Mutual Funds, Inc.-ULTRA FUND
Shares held as of 2026-04-30: 492000 (value 142680000; 0.02% of shares outstanding; change 0.00)
Holder of AQ8.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 539503 (value 156455870; 0.02% of shares outstanding; change 0.08)
Holder of AQ8.DE: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-04-30: 342687 (value 90469368; 0.01% of shares outstanding; change 0.11)
Holder of AQ8.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1029240 (value 271719360; 0.03% of shares outstanding; change 0.02)
Holder of AQ8.DE: Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund
Shares held as of 2026-05-31: 348487 (value 101061230; 0.01% of shares outstanding; change 0.02)
Holder of AQ8.DE: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-05-31: 373100 (value 108199000; 0.01% of shares outstanding; change 0.13)
Holder of AQ8.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 793600 (value 230144000; 0.03% of shares outstanding; change 0.07)
Holder of AQ8.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1033416 (value 299690640; 0.03% of shares outstanding; change 0.00)
Holder of AQB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 23371 (value 24305; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 17 (value 15; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 200 (value 182; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 42312 (value 41465; 0.01% of shares outstanding; change 0.71)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7096 (value 6954; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4333 (value 4246; 0.00% of shares outstanding; change 0.00)
Holder of AQB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 23371 (value 21267; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 42158 (value 45109; 0.01% of shares outstanding; change 0.00)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7096 (value 7592; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4333 (value 4636; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 40838 (value 37162; 0.01% of shares outstanding; change -0.03)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7096 (value 6457; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4333 (value 3943; 0.00% of shares outstanding; change 0.00)
Holder of AQB: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 17 (value 15; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 7090 (value 24744; 0.00% of shares outstanding; change 23.45)
Holder of AQMS: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2025-12-31: 8900 (value 37557; 0.00% of shares outstanding; change 1.00)
Holder of AQMS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 11169 (value 47133; 0.00% of shares outstanding; change 2.13)
Holder of AQMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 1053 (value 3464; 0.00% of shares outstanding; change 1.00)
Holder of AQMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 149 (value 421; 0.00% of shares outstanding; change 1.00)
Holder of AQMS: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 1187 (value 3430; 0.00% of shares outstanding; change 1.00)
Holder of AQMS: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 15690 (value 42519; 0.00% of shares outstanding; change 1.21)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 23184 (value 80912; 0.01% of shares outstanding; change 0.23)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 69 (value 240; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6248 (value 21805; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 5050 (value 17624; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index
Shares held as of 2026-03-31: 8900 (value 24119; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 29215 (value 79172; 0.01% of shares outstanding; change 1.62)
Holder of AQMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 149 (value 403; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2252 (value 6102; 0.00% of shares outstanding; change 1.00)
Holder of AQMS: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 1187 (value 3216; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 23100 (value 66759; 0.01% of shares outstanding; change 0.00)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 69 (value 199; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6248 (value 18056; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 5050 (value 14594; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 18364 (value 49766; 0.01% of shares outstanding; change -0.21)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 69 (value 186; 0.00% of shares outstanding; change 0.00)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5055 (value 13699; 0.00% of shares outstanding; change -0.19)
Holder of AQMS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 5050 (value 13685; 0.00% of shares outstanding; change 0.00)
Holder of AQN: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7285676 (value 43786914; 0.01% of shares outstanding; change 0.02)
Holder of AQN: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2025-12-31: 3690722 (value 21738352; 0.00% of shares outstanding; change 0.18)
Holder of AQN: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 3908563 (value 23021435; 0.01% of shares outstanding; change 0.00)
Holder of AQN: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 3336000 (value 19649039; 0.00% of shares outstanding; change 1.00)
Holder of AQN: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 2811565 (value 16475771; 0.00% of shares outstanding; change 0.02)
Holder of AQN: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11493906 (value 67354290; 0.01% of shares outstanding; change 0.02)
Holder of AQN: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 1620402 (value 9884452; 0.00% of shares outstanding; change -0.02)
Holder of AQN: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 2145700 (value 12745458; 0.00% of shares outstanding; change 0.00)
Holder of AQN: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7472863 (value 45584463; 0.01% of shares outstanding; change 0.03)
Holder of AQN: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 1552023 (value 9094854; 0.00% of shares outstanding; change -0.58)
Holder of AQN: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 3908563 (value 23842233; 0.01% of shares outstanding; change 0.00)
Holder of AQN: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 1556607 (value 9495302; 0.00% of shares outstanding; change 0.05)
Holder of AQN: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-04-30: 5557949 (value 33014217; 0.01% of shares outstanding; change -0.01)
Holder of AQN: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-04-30: 2145700 (value 11973005; 0.00% of shares outstanding; change 0.00)
Holder of AQN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Equity Income Fund
Shares held as of 2026-04-30: 3427221 (value 20357692; 0.00% of shares outstanding; change 0.00)
Holder of AQN: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 2917600 (value 17797359; 0.00% of shares outstanding; change -0.13)
Holder of AQN: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 2856455 (value 17424375; 0.00% of shares outstanding; change 0.02)
Holder of AQN: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 11514380 (value 70237716; 0.02% of shares outstanding; change 0.00)
Holder of AQN: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-05-31: 5525447 (value 31356912; 0.01% of shares outstanding; change -0.01)
Holder of AQN: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-05-31: 2145700 (value 13088769; 0.00% of shares outstanding; change 0.00)
Holder of AQN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Equity Income Fund
Shares held as of 2026-05-31: 3427221 (value 19449479; 0.00% of shares outstanding; change 0.00)
Holder of AQN: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-06-30: 5510124 (value 33611755; 0.01% of shares outstanding; change 0.00)
Holder of AQN: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Equity Income Fund
Shares held as of 2026-06-30: 3427221 (value 20906047; 0.00% of shares outstanding; change 0.00)
Holder of AQN.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 7285676 (value 58722551; 0.01% of shares outstanding; change 0.02)
Holder of AQN.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 3908563 (value 32714671; 0.01% of shares outstanding; change 0.00)
Holder of AQN.TO: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 3336000 (value 27922319; 0.00% of shares outstanding; change 1.00)
Holder of AQN.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 2811565 (value 23448452; 0.00% of shares outstanding; change 0.02)
Holder of AQN.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 11493906 (value 95859177; 0.01% of shares outstanding; change 0.02)
Holder of AQN.TO: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 1620402 (value 13919253; 0.00% of shares outstanding; change -0.02)
Holder of AQN.TO: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-03-31: 2145700 (value 17852223; 0.00% of shares outstanding; change 0.00)
Holder of AQN.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7472863 (value 64191894; 0.01% of shares outstanding; change 0.03)
Holder of AQN.TO: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 1552023 (value 12943872; 0.00% of shares outstanding; change -0.58)
Holder of AQN.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 3908563 (value 33574556; 0.01% of shares outstanding; change 0.00)
Holder of AQN.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 1556607 (value 13371254; 0.00% of shares outstanding; change 0.05)
Holder of AQN.TO: First Trust Exchange-Traded Fund-First Trust Water ETF
Shares held as of 2026-04-30: 5557949 (value 46242133; 0.01% of shares outstanding; change -0.01)
Holder of AQN.TO: John Hancock Tax-Advantaged Dividend Income Fund
Shares held as of 2026-04-30: 2145700 (value 17079772; 0.00% of shares outstanding; change 0.00)
Holder of AQN.TO: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Equity Income Fund
Shares held as of 2026-04-30: 3427221 (value 28514477; 0.00% of shares outstanding; change 0.00)
Holder of AQN.TO: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 2917600 (value 25062184; 0.00% of shares outstanding; change -0.13)