speb/financial-data huggingface dataset:
Holder of ALD.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 965588 (value 37339286; 0.00% of shares outstanding; change 0.03)
Holder of ALD.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 505254 (value 19538171; 0.00% of shares outstanding; change 0.03)
Holder of ALD.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 4101046 (value 829436553; 0.01% of shares outstanding; change 0.73)
Holder of ALD.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-01-31: 4544293 (value 919083259; 0.01% of shares outstanding; change -0.12)
Holder of ALD.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 8107989 (value 1639840775; 0.01% of shares outstanding; change 0.00)
Holder of ALD.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8067029 (value 1629136481; 0.00% of shares outstanding; change 0.01)
Holder of ALD.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10092286 (value 2038137126; 0.00% of shares outstanding; change 0.01)
Holder of ALD.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2939797 (value 593691995; 0.00% of shares outstanding; change 0.01)
Holder of ALD.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 13605656 (value 2751743926; 0.02% of shares outstanding; change 0.02)
Holder of ALD.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 2149664 (value 434124638; 0.00% of shares outstanding; change 0.05)
Holder of ALD.DE: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-04-30: 5310732 (value 1074095547; 0.01% of shares outstanding; change -0.04)
Holder of ALD.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7580252 (value 1533105967; 0.01% of shares outstanding; change 0.03)
Holder of ALD.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-04-30: 2101590 (value 424416094; 0.00% of shares outstanding; change -0.08)
Holder of ALD.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8212024 (value 1660881854; 0.01% of shares outstanding; change 0.01)
Holder of ALD.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4062330 (value 820387531; 0.00% of shares outstanding; change 0.00)
Holder of ALD.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 6887262 (value 1390882539; 0.00% of shares outstanding; change 0.01)
Holder of ALD.DE: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-05-31: 2696906 (value 544640158; 0.00% of shares outstanding; change 0.02)
Holder of ALD.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3827211 (value 772905249; 0.00% of shares outstanding; change 0.01)
Holder of ALD.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4182438 (value 844643341; 0.00% of shares outstanding; change 0.02)
Holder of ALDF: Collaborative Investment Series Trust-The SPAC and New Issue ETF
Shares held as of 2025-12-31: 15000 (value 160050; 0.00% of shares outstanding; change -0.63)
Holder of ALDF: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 35000 (value 373450; 0.00% of shares outstanding; change 0.00)
Holder of ALDF: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 59091 (value 630500; 0.00% of shares outstanding; change 0.00)
Holder of ALDF: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 1100357 (value 11740809; 0.05% of shares outstanding; change 0.00)
Holder of ALDF: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 140000 (value 1493800; 0.01% of shares outstanding; change 0.00)
Holder of ALDF: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 38904 (value 415105; 0.00% of shares outstanding; change 0.00)
Holder of ALDF: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 9023 (value 96907; 0.00% of shares outstanding; change 0.00)
Holder of ALDF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9202 (value 98185; 0.00% of shares outstanding; change 0.00)
Holder of ALDF: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 59091 (value 634637; 0.00% of shares outstanding; change 0.00)
Holder of ALDF: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 30000 (value 322199; 0.00% of shares outstanding; change -0.41)
Holder of ALDF: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 1100357 (value 11817833; 0.05% of shares outstanding; change 0.00)
Holder of ALDF: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 140000 (value 1503599; 0.01% of shares outstanding; change 0.00)
Holder of ALDF: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 38904 (value 417828; 0.00% of shares outstanding; change 0.00)
Holder of ALDF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9202 (value 98323; 0.00% of shares outstanding; change 0.00)
Holder of ALDF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9202 (value 98829; 0.00% of shares outstanding; change 0.00)
Holder of ALDX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 508301 (value 889526; 0.01% of shares outstanding; change 0.06)
Holder of ALDX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1784433 (value 3122757; 0.03% of shares outstanding; change 0.00)
Holder of ALDX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 165087 (value 323570; 0.00% of shares outstanding; change -0.08)
Holder of ALDX: Vanguard Explorer Fund
Shares held as of 2026-01-31: 331506 (value 649751; 0.01% of shares outstanding; change 0.00)
Holder of ALDX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 533673 (value 1045999; 0.01% of shares outstanding; change 0.01)
Holder of ALDX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 267881 (value 407179; 0.00% of shares outstanding; change 0.00)
Holder of ALDX: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 155899 (value 236966; 0.00% of shares outstanding; change -0.01)
Holder of ALDX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 298018 (value 485769; 0.00% of shares outstanding; change 0.17)
Holder of ALDX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 523461 (value 795660; 0.01% of shares outstanding; change 0.03)
Holder of ALDX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1784433 (value 2712338; 0.03% of shares outstanding; change 0.00)
Holder of ALDX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1374451 (value 2405289; 0.02% of shares outstanding; change 0.02)
Holder of ALDX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 165087 (value 250932; 0.00% of shares outstanding; change 0.00)
Holder of ALDX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 296934 (value 632469; 0.00% of shares outstanding; change 0.00)
Holder of ALDX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 540285 (value 821233; 0.01% of shares outstanding; change 0.01)
Holder of ALDX: Vanguard Explorer Fund
Shares held as of 2026-04-30: 331506 (value 503889; 0.01% of shares outstanding; change 0.00)
Holder of ALDX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1320652 (value 3011086; 0.02% of shares outstanding; change -0.04)
Holder of ALDX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 363891 (value 829671; 0.01% of shares outstanding; change 0.00)
Holder of ALDX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 262161 (value 398484; 0.00% of shares outstanding; change -0.12)
Holder of ALDX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1333213 (value 2026483; 0.02% of shares outstanding; change 0.01)
Holder of ALDX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 360139 (value 547411; 0.01% of shares outstanding; change -0.01)
Holder of ALEC: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2025-12-31: 628627 (value 1357834; 0.01% of shares outstanding; change 0.00)
Holder of ALEC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1037527 (value 2241058; 0.01% of shares outstanding; change 0.16)
Holder of ALEC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2541322 (value 5489255; 0.02% of shares outstanding; change 0.05)
Holder of ALEC: VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio
Shares held as of 2025-12-31: 701545 (value 1515337; 0.01% of shares outstanding; change 0.53)
Holder of ALEC: Vanguard Explorer Fund
Shares held as of 2026-01-31: 595341 (value 1041846; 0.01% of shares outstanding; change 0.10)
Holder of ALEC: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 643388 (value 952214; 0.01% of shares outstanding; change 0.00)
Holder of ALEC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 784401 (value 1372701; 0.01% of shares outstanding; change 0.00)
Holder of ALEC: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1778704 (value 2908181; 0.02% of shares outstanding; change -0.20)
Holder of ALEC: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 628627 (value 930367; 0.01% of shares outstanding; change 0.00)
Holder of ALEC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1037527 (value 1535539; 0.01% of shares outstanding; change 0.00)
Holder of ALEC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2541322 (value 3761156; 0.02% of shares outstanding; change 0.00)
Holder of ALEC: VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio
Shares held as of 2026-03-31: 615923 (value 911566; 0.01% of shares outstanding; change -0.12)
Holder of ALEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2171852 (value 4691200; 0.02% of shares outstanding; change 0.14)
Holder of ALEC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 714453 (value 1543218; 0.01% of shares outstanding; change 0.14)
Holder of ALEC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 895883 (value 1325906; 0.01% of shares outstanding; change 0.14)
Holder of ALEC: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 1380204 (value 2774210; 0.01% of shares outstanding; change -0.22)
Holder of ALEC: Vanguard Explorer Fund
Shares held as of 2026-04-30: 595341 (value 881104; 0.01% of shares outstanding; change 0.00)
Holder of ALEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2086954 (value 4048690; 0.02% of shares outstanding; change -0.04)
Holder of ALEC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 706293 (value 1370208; 0.01% of shares outstanding; change -0.01)
Holder of ALEC: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 1380204 (value 2042701; 0.01% of shares outstanding; change 0.00)
Holder of ALEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2106776 (value 3118028; 0.02% of shares outstanding; change 0.01)
Holder of ALEC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 712277 (value 1054169; 0.01% of shares outstanding; change 0.01)
Holder of ALF: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 33486 (value 363992; 0.00% of shares outstanding; change 0.00)
Holder of ALF: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 2479407 (value 26901566; 0.09% of shares outstanding; change 0.00)
Holder of ALF: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 16622 (value 180681; 0.00% of shares outstanding; change 0.00)
Holder of ALF: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 659210 (value 7165612; 0.02% of shares outstanding; change 0.00)
Holder of ALF: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 65520 (value 712202; 0.00% of shares outstanding; change 0.00)
Holder of ALF: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 156250 (value 1698437; 0.01% of shares outstanding; change 0.00)
Holder of ALF: High Income Securities Fund
Shares held as of 2026-02-28: 56250 (value 612000; 0.00% of shares outstanding; change -0.64)
Holder of ALF: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 8923 (value 97082; 0.00% of shares outstanding; change 0.00)
Holder of ALF: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 33486 (value 364327; 0.00% of shares outstanding; change 0.00)
Holder of ALF: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 2479407 (value 26975948; 0.09% of shares outstanding; change 0.00)
Holder of ALF: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 249562 (value 2715234; 0.01% of shares outstanding; change 0.00)
Holder of ALF: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 16622 (value 180847; 0.00% of shares outstanding; change 0.00)
Holder of ALF: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 8128 (value 88432; 0.00% of shares outstanding; change 0.00)
Holder of ALF: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 659210 (value 7172204; 0.02% of shares outstanding; change 0.00)
Holder of ALF: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 65520 (value 712857; 0.00% of shares outstanding; change 0.00)
Holder of ALF: TRT for Professional Managers-CrossingBridge Ultra-Short Duration Fd.
Shares held as of 2026-03-31: 68728 (value 748447; 0.00% of shares outstanding; change 1.00)
Holder of ALF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9829 (value 106939; 0.00% of shares outstanding; change 0.45)
Holder of ALF: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9829 (value 106939; 0.00% of shares outstanding; change 0.00)
Holder of ALFEN.AS: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 12665 (value 199093; 0.00% of shares outstanding; change 0.00)
Holder of ALFEN.AS: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 5897 (value 92700; 0.00% of shares outstanding; change 0.00)
Holder of ALFEN.AS: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 5405 (value 78642; 0.00% of shares outstanding; change 0.00)
Holder of ALFEN.AS: Pear Tree Funds-Pear Tree Essex Environmental Opportunities Fund
Shares held as of 2026-03-31: 32063 (value 466516; 0.00% of shares outstanding; change 1.00)
Holder of ALFEN.AS: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 35072 (value 512401; 0.00% of shares outstanding; change 0.57)
Holder of ALFEN.AS: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 205314 (value 2999637; 0.01% of shares outstanding; change 0.00)
Holder of ALFEN.AS: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 4605 (value 61983; 0.00% of shares outstanding; change 4604.00)
Holder of ALFEN.AS: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 3379 (value 49164; 0.00% of shares outstanding; change 0.00)
Holder of ALFEN.AS: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 4278 (value 57581; 0.00% of shares outstanding; change -0.21)
Holder of ALFEN.AS: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 250879 (value 3665342; 0.01% of shares outstanding; change 0.13)
Holder of ALFEN.AS: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-04-30: 144844 (value 2294328; 0.01% of shares outstanding; change 0.00)
Holder of ALFEN.AS: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 34188 (value 541537; 0.00% of shares outstanding; change 0.02)
Holder of ALFEN.AS: iShares Trust-iShares Energy Storage & Materials ETF
Shares held as of 2026-04-30: 3969 (value 57748; 0.00% of shares outstanding; change 0.36)
Holder of ALFEN.AS: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 35072 (value 472069; 0.00% of shares outstanding; change 0.00)
Holder of ALFEN.AS: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 187436 (value 2727193; 0.01% of shares outstanding; change -0.09)
Holder of ALFEN.AS: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 278963 (value 3754841; 0.01% of shares outstanding; change 0.11)
Holder of ALFEN.AS: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-05-31: 151342 (value 2037063; 0.01% of shares outstanding; change 0.04)
Holder of ALFEN.AS: SEI INSTITUTIONAL INTERNATIONAL TRUST-SIT International Equity Fund
Shares held as of 2026-05-31: 6917 (value 93102; 0.00% of shares outstanding; change 1.00)
Holder of ALFEN.AS: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 33496 (value 450856; 0.00% of shares outstanding; change -0.02)
Holder of ALFEN.AS: iShares Trust-iShares Energy Storage & Materials ETF
Shares held as of 2026-05-31: 4905 (value 66021; 0.00% of shares outstanding; change 0.24)
Holder of ALFEN.AS: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 21427 (value 288407; 0.00% of shares outstanding; change -0.89)
Holder of ALFEN.AS: Pear Tree Funds-Pear Tree Essex Environmental Opportunities Fund
Shares held as of 2026-06-30: 57393 (value 772509; 0.00% of shares outstanding; change 0.79)
Holder of ALG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 327281 (value 49324521; 0.03% of shares outstanding; change 0.01)
Holder of ALG: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 156521 (value 25880748; 0.01% of shares outstanding; change -0.16)
Holder of ALG: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 414693 (value 61942691; 0.03% of shares outstanding; change 0.01)
Holder of ALG: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 138094 (value 22833843; 0.01% of shares outstanding; change -0.01)
Holder of ALG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 332040 (value 54902816; 0.03% of shares outstanding; change 0.01)
Holder of ALG: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 260000 (value 42991001; 0.02% of shares outstanding; change -0.16)
Holder of ALG: WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund
Shares held as of 2026-03-31: 135104 (value 22339447; 0.01% of shares outstanding; change -0.09)
Holder of ALG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 252809 (value 38100846; 0.02% of shares outstanding; change 0.01)
Holder of ALG: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 410593 (value 66577652; 0.03% of shares outstanding; change -0.01)
Holder of ALG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 285039 (value 42576274; 0.02% of shares outstanding; change 0.18)
Holder of ALG: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 452380 (value 69548903; 0.04% of shares outstanding; change 0.01)
Holder of ALG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 657440 (value 106077948; 0.05% of shares outstanding; change 0.02)
Holder of ALG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 242821 (value 41495680; 0.02% of shares outstanding; change -0.04)
Holder of ALG: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 419193 (value 69313565; 0.03% of shares outstanding; change 0.02)
Holder of ALG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 256081 (value 43761681; 0.02% of shares outstanding; change -0.10)
Holder of ALG: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 457032 (value 74235704; 0.04% of shares outstanding; change 0.01)
Holder of ALG: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 133938 (value 22888664; 0.01% of shares outstanding; change -0.03)
Holder of ALG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 656464 (value 108546326; 0.05% of shares outstanding; change 0.00)
Holder of ALG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 246660 (value 40785232; 0.02% of shares outstanding; change 0.02)
Holder of ALG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 229484 (value 37945180; 0.02% of shares outstanding; change -0.10)
Holder of ALG: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 356944 (value 59020692; 0.03% of shares outstanding; change -0.22)
Holder of ALGM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1538111 (value 73629371; 0.01% of shares outstanding; change -0.04)
Holder of ALGM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2728865 (value 130630764; 0.01% of shares outstanding; change -0.04)
Holder of ALGM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3805906 (value 182188716; 0.02% of shares outstanding; change 0.00)
Holder of ALGM: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 3937273 (value 232299107; 0.02% of shares outstanding; change 0.85)
Holder of ALGM: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3243178 (value 149283479; 0.02% of shares outstanding; change 0.03)
Holder of ALGM: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 5926903 (value 275482448; 0.03% of shares outstanding; change 0.00)
Holder of ALGM: Fidelity Advisor Series VII-Fidelity Advisor Semiconductors Fund
Shares held as of 2026-03-31: 2545014 (value 121829817; 0.01% of shares outstanding; change 0.01)
Holder of ALGM: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-03-31: 16576021 (value 793494107; 0.09% of shares outstanding; change 0.01)
Holder of ALGM: SmallCap World Fund Inc
Shares held as of 2026-03-31: 5650629 (value 260098445; 0.03% of shares outstanding; change -0.10)
Holder of ALGM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1554894 (value 89219819; 0.01% of shares outstanding; change 0.01)
Holder of ALGM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2776694 (value 127811221; 0.01% of shares outstanding; change 0.02)
Holder of ALGM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3841298 (value 176814942; 0.02% of shares outstanding; change 0.01)
Holder of ALGM: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 4439786 (value 206361251; 0.02% of shares outstanding; change 0.13)
Holder of ALGM: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 4439786 (value 204363344; 0.02% of shares outstanding; change 0.13)
Holder of ALGM: Fidelity Advisor Series VII-Fidelity Advisor Semiconductors Fund
Shares held as of 2026-04-30: 2545014 (value 150155826; 0.01% of shares outstanding; change 0.00)
Holder of ALGM: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-04-30: 16576021 (value 977985239; 0.09% of shares outstanding; change 0.00)
Holder of ALGM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4193384 (value 247409656; 0.02% of shares outstanding; change 0.02)
Holder of ALGM: Fidelity Advisor Series VII-Fidelity Advisor Semiconductors Fund
Shares held as of 2026-05-31: 2571490 (value 118365681; 0.01% of shares outstanding; change 0.01)
Holder of ALGM: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 16739387 (value 770513963; 0.09% of shares outstanding; change 0.01)
Holder of ALGM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4211560 (value 193858101; 0.02% of shares outstanding; change 0.00)
Holder of ALGM: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 5926903 (value 272815337; 0.03% of shares outstanding; change 0.00)
Holder of ALGM: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 1645105 (value 75724181; 0.01% of shares outstanding; change 0.09)
Holder of ALGN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1682653 (value 294380137; 0.02% of shares outstanding; change 0.01)
Holder of ALGN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1546804 (value 270613355; 0.02% of shares outstanding; change -0.05)
Holder of ALGN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 997309 (value 174479206; 0.01% of shares outstanding; change -0.05)
Holder of ALGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2139944 (value 374383196; 0.03% of shares outstanding; change -0.01)
Holder of ALGN: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 1127144 (value 188249954; 0.02% of shares outstanding; change 2.00)
Holder of ALGN: Fidelity Contrafund
Shares held as of 2026-03-31: 1560698 (value 273044110; 0.02% of shares outstanding; change 0.02)
Holder of ALGN: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 945991 (value 157994686; 0.01% of shares outstanding; change 0.05)
Holder of ALGN: NEW ECONOMY FUND
Shares held as of 2026-03-31: 1263082 (value 210953639; 0.02% of shares outstanding; change 0.00)
Holder of ALGN: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2113194 (value 376507771; 0.03% of shares outstanding; change 0.01)
Holder of ALGN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1695501 (value 283174098; 0.02% of shares outstanding; change 0.01)
Holder of ALGN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1571720 (value 262500814; 0.02% of shares outstanding; change 0.02)
Holder of ALGN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1000830 (value 167153621; 0.01% of shares outstanding; change 0.00)
Holder of ALGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2169669 (value 362367266; 0.03% of shares outstanding; change 0.01)
Holder of ALGN: Fidelity Contrafund
Shares held as of 2026-04-30: 2009852 (value 338981645; 0.03% of shares outstanding; change 0.29)
Holder of ALGN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 965829 (value 168865538; 0.01% of shares outstanding; change -0.03)
Holder of ALGN: Fidelity Contrafund
Shares held as of 2026-05-31: 2009852 (value 335675430; 0.03% of shares outstanding; change 0.00)
Holder of ALGN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 960770 (value 169825699; 0.01% of shares outstanding; change -0.01)
Holder of ALGN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1067400 (value 178271810; 0.01% of shares outstanding; change 0.11)
Holder of ALGN: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 1950922 (value 325833236; 0.03% of shares outstanding; change -0.08)
Holder of ALGS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 46948 (value 267603; 0.01% of shares outstanding; change 0.00)
Holder of ALGS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 119730 (value 682460; 0.02% of shares outstanding; change 0.20)
Holder of ALGS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 4344 (value 24760; 0.00% of shares outstanding; change 1.00)
Holder of ALGS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 3347 (value 17672; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 1172 (value 5754; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 24900 (value 122258; 0.00% of shares outstanding; change -0.07)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1879 (value 9225; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6141 (value 30152; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7553 (value 37085; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 46948 (value 191547; 0.01% of shares outstanding; change 0.00)
Holder of ALGS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 126970 (value 518037; 0.02% of shares outstanding; change 0.06)
Holder of ALGS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 4344 (value 17723; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 1427 (value 7006; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 3347 (value 13655; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 24809 (value 143147; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3569 (value 20593; 0.00% of shares outstanding; change 0.90)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6141 (value 35433; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7553 (value 43580; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 3100 (value 17886; 0.00% of shares outstanding; change 2.60)
Holder of ALGS: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 1427 (value 8347; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 24809 (value 101220; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3569 (value 14561; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6141 (value 25055; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7553 (value 30816; 0.00% of shares outstanding; change 0.00)
Holder of ALGS: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 3200 (value 13055; 0.00% of shares outstanding; change 0.03)
Holder of ALGS: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 1427 (value 5822; 0.00% of shares outstanding; change 0.00)
Holder of ALGT: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 446207 (value 37534934; 0.02% of shares outstanding; change 0.00)
Holder of ALGT: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2025-12-31: 284685 (value 26079993; 0.02% of shares outstanding; change -0.21)
Holder of ALGT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 671405 (value 56478590; 0.04% of shares outstanding; change -0.03)
Holder of ALGT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 198987 (value 18229199; 0.01% of shares outstanding; change -0.04)
Holder of ALGT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 353801 (value 32411709; 0.02% of shares outstanding; change -0.05)
Holder of ALGT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 499743 (value 45781456; 0.03% of shares outstanding; change -0.03)
Holder of ALGT: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 251017 (value 22990646; 0.01% of shares outstanding; change -0.44)
Holder of ALGT: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 515704 (value 50580249; 0.03% of shares outstanding; change -0.06)
Holder of ALGT: ETF Series Solutions-U.S. Global Jets ETF
Shares held as of 2026-03-31: 299225 (value 29347988; 0.02% of shares outstanding; change -0.44)
Holder of ALGT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 774065 (value 75920296; 0.04% of shares outstanding; change -0.07)
Holder of ALGT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 243192 (value 23852271; 0.01% of shares outstanding; change 0.04)
Holder of ALGT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 202549 (value 18551462; 0.01% of shares outstanding; change 0.02)
Holder of ALGT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 362074 (value 35512218; 0.02% of shares outstanding; change 0.02)
Holder of ALGT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 764316 (value 74964114; 0.04% of shares outstanding; change 0.00)
Holder of ALGT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 354306 (value 32457972; 0.02% of shares outstanding; change 0.01)
Holder of ALGT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 790932 (value 66533202; 0.04% of shares outstanding; change 0.07)
Holder of ALGT: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 251350 (value 24652408; 0.01% of shares outstanding; change 0.00)
Holder of ALGT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 820796 (value 75176702; 0.04% of shares outstanding; change 0.02)
Holder of ALGT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 529105 (value 61175121; 0.03% of shares outstanding; change -0.04)
Holder of ALGT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1187959 (value 137351822; 0.06% of shares outstanding; change 0.04)
Holder of ALGT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1326454 (value 130098610; 0.07% of shares outstanding; change 0.00)
Holder of ALGT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 537088 (value 52677592; 0.03% of shares outstanding; change 0.02)
Holder of ALGT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1238754 (value 121496994; 0.07% of shares outstanding; change 0.04)
Holder of ALH: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 879468 (value 22206567; 0.00% of shares outstanding; change 1.00)
Holder of ALH: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 599222 (value 15010510; 0.00% of shares outstanding; change 1.00)
Holder of ALH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 512915 (value 12951103; 0.00% of shares outstanding; change 1.00)
Holder of ALH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 911779 (value 23022419; 0.00% of shares outstanding; change 1.00)
Holder of ALH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1259683 (value 31806995; 0.01% of shares outstanding; change 1.00)
Holder of ALH: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 2416842 (value 61025260; 0.01% of shares outstanding; change 1.00)
Holder of ALH: Virtus Equity Trust-Virtus KAR Small-Cap Value Fund
Shares held as of 2025-12-31: 639277 (value 16141744; 0.00% of shares outstanding; change 1.00)
Holder of ALH: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 569576 (value 14609624; 0.00% of shares outstanding; change 0.00)
Holder of ALH: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 939108 (value 24088119; 0.00% of shares outstanding; change 0.07)
Holder of ALH: SmallCap World Fund Inc
Shares held as of 2026-03-31: 7302367 (value 187305710; 0.04% of shares outstanding; change 0.13)
Holder of ALH: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 514203 (value 13826918; 0.00% of shares outstanding; change -0.14)
Holder of ALH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 521442 (value 13374987; 0.00% of shares outstanding; change 0.02)
Holder of ALH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 928684 (value 23820744; 0.00% of shares outstanding; change 0.02)
Holder of ALH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1259683 (value 32310868; 0.01% of shares outstanding; change 0.00)
Holder of ALH: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 1992842 (value 51116396; 0.01% of shares outstanding; change -0.18)
Holder of ALH: Virtus Equity Trust-Virtus KAR Small-Cap Value Fund
Shares held as of 2026-03-31: 778997 (value 19981272; 0.00% of shares outstanding; change 0.22)
Holder of ALH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1073271 (value 27100092; 0.01% of shares outstanding; change 0.00)
Holder of ALH: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 787743 (value 20205607; 0.00% of shares outstanding; change 0.69)
Holder of ALH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1041291 (value 27094392; 0.01% of shares outstanding; change -0.03)
Holder of ALH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1051202 (value 26963330; 0.01% of shares outstanding; change 0.01)
Holder of ALHC: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 2187875 (value 33518244; 0.01% of shares outstanding; change 0.13)
Holder of ALHC: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 2396495 (value 36834127; 0.01% of shares outstanding; change 0.00)
Holder of ALHC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 4046539 (value 61992976; 0.02% of shares outstanding; change 0.02)
Holder of ALHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3261387 (value 49964447; 0.02% of shares outstanding; change -0.01)
Holder of ALHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4639176 (value 71072174; 0.02% of shares outstanding; change 0.05)
Holder of ALHC: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 6972595 (value 137708751; 0.03% of shares outstanding; change 0.19)
Holder of ALHC: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 2278614 (value 45002626; 0.01% of shares outstanding; change 0.11)
Holder of ALHC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 5261841 (value 102237572; 0.03% of shares outstanding; change 1.56)
Holder of ALHC: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2394049 (value 46516372; 0.01% of shares outstanding; change 0.00)
Holder of ALHC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 4125427 (value 80157047; 0.02% of shares outstanding; change 0.02)
Holder of ALHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2369549 (value 46798592; 0.01% of shares outstanding; change 0.29)
Holder of ALHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4238905 (value 82361925; 0.02% of shares outstanding; change 0.30)
Holder of ALHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5850888 (value 113682755; 0.03% of shares outstanding; change 0.26)
Holder of ALHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4758951 (value 72907127; 0.02% of shares outstanding; change 0.16)
Holder of ALHC: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 3924617 (value 76255309; 0.02% of shares outstanding; change 0.00)
Holder of ALHC: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 6287140 (value 122159132; 0.03% of shares outstanding; change -0.10)
Holder of ALHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4584344 (value 112591486; 0.02% of shares outstanding; change -0.04)
Holder of ALHC: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 2600000 (value 50518000; 0.01% of shares outstanding; change 0.21)
Holder of ALHC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4555244 (value 88508392; 0.02% of shares outstanding; change 1.00)
Holder of ALHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4587528 (value 89135670; 0.02% of shares outstanding; change 0.00)
Holder of ALHG.PA: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 551035 (value 976433; 0.00% of shares outstanding; change 0.00)
Holder of ALHG.PA: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 891930 (value 1558201; 0.00% of shares outstanding; change 0.00)
Holder of ALHG.PA: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1280756 (value 2249007; 0.00% of shares outstanding; change 1.32)
Holder of ALHG.PA: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-03-31: 543895 (value 938762; 0.00% of shares outstanding; change 0.41)
Holder of ALHG.PA: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI Europe Small Cap Value
Shares held as of 2026-04-30: 1207762 (value 2140154; 0.00% of shares outstanding; change 0.00)
Holder of ALHG.PA: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-04-30: 923175 (value 1612786; 0.00% of shares outstanding; change 1.00)
Holder of ALHG.PA: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-04-30: 543895 (value 963781; 0.00% of shares outstanding; change 0.00)
Holder of ALHG.PA: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 943673 (value 1657089; 0.00% of shares outstanding; change 0.06)
Holder of ALHG.PA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 1304403 (value 2344012; 0.00% of shares outstanding; change 0.00)
Holder of ALHG.PA: TIAA-CREF Funds-Nuveen Quant International Small Cap Equity Fund
Shares held as of 2026-04-30: 1530525 (value 2687601; 0.00% of shares outstanding; change 1.00)
Holder of ALHG.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5006724 (value 8786800; 0.01% of shares outstanding; change 0.01)
Holder of ALHG.PA: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 1087906 (value 1909275; 0.00% of shares outstanding; change 0.01)
Holder of ALHG.PA: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 1143286 (value 2007610; 0.00% of shares outstanding; change 0.00)
Holder of ALHG.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 2625244 (value 4607303; 0.00% of shares outstanding; change 0.00)
Holder of ALHG.PA: -SSgA SPDR ETFS Europe I-State Street SPDR MSCI Europe Small Cap Value
Shares held as of 2026-05-31: 1098647 (value 1929224; 0.00% of shares outstanding; change -0.09)
Holder of ALHG.PA: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 722588 (value 1298490; 0.00% of shares outstanding; change 0.92)
Holder of ALHG.PA: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-05-31: 1058798 (value 1859249; 0.00% of shares outstanding; change 0.15)
Holder of ALHG.PA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 1303083 (value 2288213; 0.00% of shares outstanding; change 0.00)
Holder of ALHG.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5048014 (value 8864312; 0.01% of shares outstanding; change 0.01)
Holder of ALHG.PA: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 1112627 (value 1953773; 0.00% of shares outstanding; change 0.02)
Holder of ALHG.PA: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2558126 (value 4492069; 0.00% of shares outstanding; change -0.03)
Holder of ALI1.DE: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2025-12-31: 497008 (value 8521202; 0.00% of shares outstanding; change -0.19)
Holder of ALI1.DE: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 1568974 (value 26900059; 0.01% of shares outstanding; change 1.00)
Holder of ALI1.DE: Driehaus Mutual Funds-Driehaus Small Cap Growth Fund
Shares held as of 2026-03-31: 450095 (value 7716878; 0.00% of shares outstanding; change 1.00)
Holder of ALI1.DE: Fidelity Financial Trust-Fidelity Convertible Securities Fund
Shares held as of 2026-03-31: 597600 (value 10245852; 0.00% of shares outstanding; change 0.00)
Holder of ALI1.DE: Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund
Shares held as of 2026-03-31: 4891180 (value 83859283; 0.02% of shares outstanding; change 0.23)
Holder of ALI1.DE: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 342821 (value 5877666; 0.00% of shares outstanding; change -0.25)
Holder of ALI1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1695604 (value 20508330; 0.01% of shares outstanding; change 1.00)