speb/financial-data huggingface dataset:
Holder of BAM: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 4169776 (value 193811186; 0.00% of shares outstanding; change -0.20)
Holder of BAM: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3694913 (value 171259211; 0.00% of shares outstanding; change 0.03)
Holder of BAM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 6105079 (value 289624939; 0.00% of shares outstanding; change 0.00)
Holder of BAM: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1928153 (value 91471575; 0.00% of shares outstanding; change 0.05)
Holder of BAM: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 3067294 (value 137568131; 0.00% of shares outstanding; change 0.00)
Holder of BAM: Income Fund of America
Shares held as of 2026-04-30: 4761372 (value 220689584; 0.00% of shares outstanding; change 0.00)
Holder of BAM: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 10179897 (value 471838210; 0.01% of shares outstanding; change 0.27)
Holder of BAM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5591104 (value 259147661; 0.00% of shares outstanding; change 0.00)
Holder of BAM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 6105079 (value 283764069; 0.00% of shares outstanding; change 0.00)
Holder of BAM: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1972898 (value 91443819; 0.00% of shares outstanding; change 0.02)
Holder of BAM: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 3178722 (value 147333759; 0.00% of shares outstanding; change 0.04)
Holder of BAM: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-05-31: 2760889 (value 127967200; 0.00% of shares outstanding; change 0.25)
Holder of BAM: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 4169776 (value 193269111; 0.00% of shares outstanding; change 0.00)
Holder of BAM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 6105079 (value 282970402; 0.00% of shares outstanding; change 0.00)
Holder of BAM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3604632 (value 239888270; 0.00% of shares outstanding; change 0.02)
Holder of BAM.TO: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-01-31: 2039601 (value 135490695; 0.00% of shares outstanding; change 0.31)
Holder of BAM.TO: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 7995761 (value 531158405; 0.00% of shares outstanding; change 0.61)
Holder of BAM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5598858 (value 356199339; 0.00% of shares outstanding; change 0.01)
Holder of BAM.TO: MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G
Shares held as of 2026-02-28: 1797411 (value 117424863; 0.00% of shares outstanding; change -0.09)
Holder of BAM.TO: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 2974451 (value 197949723; 0.00% of shares outstanding; change -0.38)
Holder of BAM.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1844126 (value 122726590; 0.00% of shares outstanding; change 0.03)
Holder of BAM.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 3074894 (value 204634205; 0.00% of shares outstanding; change -0.05)
Holder of BAM.TO: Income Fund of America
Shares held as of 2026-03-31: 4761372 (value 316297943; 0.00% of shares outstanding; change 1.92)
Holder of BAM.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 4169776 (value 274121065; 0.00% of shares outstanding; change -0.20)
Holder of BAM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3694913 (value 241388673; 0.00% of shares outstanding; change 0.03)
Holder of BAM.TO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 6105079 (value 405560399; 0.00% of shares outstanding; change 0.00)
Holder of BAM.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1928153 (value 128087204; 0.00% of shares outstanding; change 0.05)
Holder of BAM.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 3067294 (value 195141241; 0.00% of shares outstanding; change 0.00)
Holder of BAM.TO: Income Fund of America
Shares held as of 2026-04-30: 4761372 (value 311060441; 0.00% of shares outstanding; change 0.00)
Holder of BAM.TO: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 10179897 (value 665052689; 0.01% of shares outstanding; change 0.27)
Holder of BAM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5591104 (value 365266834; 0.00% of shares outstanding; change 0.00)
Holder of BAM.TO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 6105079 (value 401347880; 0.00% of shares outstanding; change 0.00)
Holder of BAM.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1972898 (value 128889429; 0.00% of shares outstanding; change 0.02)
Holder of BAM.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 3178722 (value 207665914; 0.00% of shares outstanding; change 0.04)
Holder of BAM.TO: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-05-31: 2760889 (value 180368883; 0.00% of shares outstanding; change 0.25)
Holder of BAM.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 4169776 (value 272411473; 0.00% of shares outstanding; change 0.00)
Holder of BAM.TO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 6105079 (value 398844822; 0.00% of shares outstanding; change 0.00)
Holder of BANC: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 2162137 (value 41664380; 0.01% of shares outstanding; change -0.08)
Holder of BANC: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1512133 (value 29063195; 0.01% of shares outstanding; change 0.00)
Holder of BANC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2971256 (value 57107538; 0.02% of shares outstanding; change 0.00)
Holder of BANC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3435475 (value 66201604; 0.02% of shares outstanding; change -0.09)
Holder of BANC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3979331 (value 76482739; 0.03% of shares outstanding; change -0.01)
Holder of BANC: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 2196608 (value 46743819; 0.01% of shares outstanding; change 0.02)
Holder of BANC: AIM Growth Series -Invesco Main Street Small Cap Fd.
Shares held as of 2026-03-31: 1482801 (value 28499434; 0.01% of shares outstanding; change -0.03)
Holder of BANC: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 1512133 (value 32178191; 0.01% of shares outstanding; change 0.00)
Holder of BANC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2966772 (value 63132910; 0.02% of shares outstanding; change 0.00)
Holder of BANC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3430779 (value 73006979; 0.02% of shares outstanding; change 0.00)
Holder of BANC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1495831 (value 31831284; 0.01% of shares outstanding; change 0.04)
Holder of BANC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4548377 (value 96789465; 0.03% of shares outstanding; change 0.14)
Holder of BANC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3280955 (value 63059952; 0.02% of shares outstanding; change 0.05)
Holder of BANC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3040325 (value 58587064; 0.02% of shares outstanding; change 0.09)
Holder of BANC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 3166285 (value 63863968; 0.02% of shares outstanding; change 0.05)
Holder of BANC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8183450 (value 164405511; 0.05% of shares outstanding; change 0.02)
Holder of BANC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3152609 (value 64817639; 0.02% of shares outstanding; change -0.04)
Holder of BANC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3404975 (value 70006284; 0.02% of shares outstanding; change 0.12)
Holder of BANC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 2930192 (value 60068936; 0.02% of shares outstanding; change -0.07)
Holder of BANC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8136997 (value 173155301; 0.05% of shares outstanding; change -0.01)
Holder of BANC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3208998 (value 68287479; 0.02% of shares outstanding; change 0.02)
Holder of BANC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3648080 (value 77631144; 0.02% of shares outstanding; change 0.07)
Holder of BANC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 3261148 (value 69397231; 0.02% of shares outstanding; change 0.11)
Holder of BAND: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 312213 (value 20284478; 0.01% of shares outstanding; change 0.00)
Holder of BAND: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 839907 (value 54568758; 0.03% of shares outstanding; change 0.05)
Holder of BAND: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 235422 (value 12098336; 0.01% of shares outstanding; change 0.03)
Holder of BAND: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 340738 (value 17510525; 0.01% of shares outstanding; change 0.09)
Holder of BAND: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 258440 (value 13281231; 0.01% of shares outstanding; change -0.02)
Holder of BAND: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 224643 (value 13433651; 0.01% of shares outstanding; change -0.02)
Holder of BAND: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 270258 (value 13888558; 0.01% of shares outstanding; change 0.01)
Holder of BAND: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 325783 (value 19481823; 0.01% of shares outstanding; change 0.04)
Holder of BAND: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 839907 (value 50226437; 0.03% of shares outstanding; change 0.00)
Holder of BAND: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 698392 (value 45374529; 0.02% of shares outstanding; change -0.01)
Holder of BAND: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 243822 (value 14580555; 0.01% of shares outstanding; change 0.04)
Holder of BAND: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 372039 (value 22247931; 0.01% of shares outstanding; change 0.09)
Holder of BAND: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 378418 (value 24725830; 0.01% of shares outstanding; change 0.04)
Holder of BAND: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 273338 (value 16345612; 0.01% of shares outstanding; change 0.01)
Holder of BAND: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-04-30: 204974 (value 13393000; 0.01% of shares outstanding; change 0.57)
Holder of BAND: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 258440 (value 15454711; 0.01% of shares outstanding; change 0.00)
Holder of BAND: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 671152 (value 40718790; 0.02% of shares outstanding; change -0.04)
Holder of BAND: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 346892 (value 21045937; 0.01% of shares outstanding; change -0.08)
Holder of BAND: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 300806 (value 17988198; 0.01% of shares outstanding; change 6.14)
Holder of BAND: SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF
Shares held as of 2026-05-31: 224574 (value 14215534; 0.01% of shares outstanding; change 0.10)
Holder of BAND: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 677512 (value 40515217; 0.02% of shares outstanding; change 0.01)
Holder of BAND: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 337240 (value 20166951; 0.01% of shares outstanding; change -0.03)
Holder of BANF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 223543 (value 24654557; 0.01% of shares outstanding; change 0.00)
Holder of BANF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 415312 (value 45804760; 0.01% of shares outstanding; change -0.04)
Holder of BANF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 268256 (value 29585954; 0.01% of shares outstanding; change -0.03)
Holder of BANF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 574170 (value 63325209; 0.02% of shares outstanding; change -0.01)
Holder of BANF: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 492809 (value 54351905; 0.01% of shares outstanding; change -0.12)
Holder of BANF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 204115 (value 22720040; 0.01% of shares outstanding; change 0.01)
Holder of BANF: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 258477 (value 30053119; 0.01% of shares outstanding; change 0.00)
Holder of BANF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 231387 (value 26975096; 0.01% of shares outstanding; change 0.04)
Holder of BANF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 580829 (value 67713045; 0.02% of shares outstanding; change 0.40)
Holder of BANF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 369400 (value 43064652; 0.01% of shares outstanding; change 0.38)
Holder of BANF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 812816 (value 94758090; 0.02% of shares outstanding; change 0.42)
Holder of BANF: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 478809 (value 55819554; 0.01% of shares outstanding; change -0.03)
Holder of BANF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 510668 (value 56321574; 0.02% of shares outstanding; change 0.01)
Holder of BANF: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 258477 (value 30133249; 0.01% of shares outstanding; change 0.00)
Holder of BANF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 206344 (value 24055583; 0.01% of shares outstanding; change 0.01)
Holder of BANF: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 204818 (value 23814188; 0.01% of shares outstanding; change 0.10)
Holder of BANF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1267632 (value 141100114; 0.04% of shares outstanding; change 0.02)
Holder of BANF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 490692 (value 56086097; 0.01% of shares outstanding; change -0.04)
Holder of BANF: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 204242 (value 23344861; 0.01% of shares outstanding; change 0.00)
Holder of BANF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1261505 (value 147066255; 0.04% of shares outstanding; change 0.00)
Holder of BANF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 495356 (value 57748603; 0.01% of shares outstanding; change 0.01)
Holder of BANF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 216188 (value 25203197; 0.01% of shares outstanding; change 0.39)
Holder of BANL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 13001 (value 4940; 0.00% of shares outstanding; change 0.00)
Holder of BANL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 13001 (value 4485; 0.00% of shares outstanding; change 0.00)
Holder of BANL: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 13001 (value 65265; 0.00% of shares outstanding; change 0.00)
Holder of BANR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 772365 (value 50203725; 0.02% of shares outstanding; change -0.01)
Holder of BANR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 498731 (value 32417515; 0.01% of shares outstanding; change 0.00)
Holder of BANR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1038077 (value 67475005; 0.03% of shares outstanding; change 0.02)
Holder of BANR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 428744 (value 27795474; 0.01% of shares outstanding; change 0.00)
Holder of BANR: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 1050133 (value 73813849; 0.03% of shares outstanding; change 0.06)
Holder of BANR: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 595978 (value 38655133; 0.02% of shares outstanding; change 0.00)
Holder of BANR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 785689 (value 55226080; 0.02% of shares outstanding; change 0.02)
Holder of BANR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 500611 (value 35187947; 0.01% of shares outstanding; change 0.00)
Holder of BANR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1084880 (value 76256216; 0.03% of shares outstanding; change 0.05)
Holder of BANR: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 500000 (value 35145000; 0.01% of shares outstanding; change -0.40)
Holder of BANR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 827815 (value 53807975; 0.02% of shares outstanding; change -0.03)
Holder of BANR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 529611 (value 34350569; 0.02% of shares outstanding; change 0.01)
Holder of BANR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 433231 (value 30451807; 0.01% of shares outstanding; change 0.01)
Holder of BANR: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 595978 (value 40288111; 0.02% of shares outstanding; change 0.00)
Holder of BANR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2060626 (value 133590387; 0.06% of shares outstanding; change 0.00)
Holder of BANR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 827815 (value 55960292; 0.02% of shares outstanding; change 0.00)
Holder of BANR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 610547 (value 41272976; 0.02% of shares outstanding; change 0.15)
Holder of BANR: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-05-31: 595978 (value 41891294; 0.02% of shares outstanding; change 0.00)
Holder of BANR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2065892 (value 145211550; 0.06% of shares outstanding; change 0.00)
Holder of BANR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 841615 (value 59157119; 0.02% of shares outstanding; change 0.02)
Holder of BANR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 679274 (value 47746170; 0.02% of shares outstanding; change 0.11)
Holder of BANX: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-09-30: 2106 (value 41382; 0.00% of shares outstanding; change -0.04)
Holder of BAOS: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-10-31: 164 (value 191; 0.00% of shares outstanding; change 0.00)
Holder of BAP: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 2738280 (value 938216889; 0.03% of shares outstanding; change -0.18)
Holder of BAP: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-01-31: 609542 (value 233308301; 0.01% of shares outstanding; change -0.10)
Holder of BAP: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 1030587 (value 400300616; 0.01% of shares outstanding; change 0.02)
Holder of BAP: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 1661933 (value 645528038; 0.02% of shares outstanding; change 3.06)
Holder of BAP: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 2620780 (value 1017963402; 0.03% of shares outstanding; change -0.04)
Holder of BAP: Fidelity Advisor Series VIII-Fidelity Advisor Focused Emerging Markets
Shares held as of 2026-03-31: 773278 (value 264948244; 0.01% of shares outstanding; change -0.01)
Holder of BAP: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 656881 (value 225067140; 0.01% of shares outstanding; change -0.02)
Holder of BAP: NEW ECONOMY FUND
Shares held as of 2026-03-31: 801907 (value 311476727; 0.01% of shares outstanding; change 0.03)
Holder of BAP: New World Fund Inc
Shares held as of 2026-03-31: 543781 (value 208137620; 0.01% of shares outstanding; change 0.00)
Holder of BAP: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 753823 (value 258282378; 0.01% of shares outstanding; change -0.02)
Holder of BAP: Fidelity Advisor Series VIII-Fidelity Advisor Focused Emerging Markets
Shares held as of 2026-04-30: 763778 (value 292343674; 0.01% of shares outstanding; change -0.01)
Holder of BAP: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 731525 (value 279998516; 0.01% of shares outstanding; change 0.11)
Holder of BAP: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-04-30: 585171 (value 227292127; 0.01% of shares outstanding; change -0.04)
Holder of BAP: New World Fund Inc
Shares held as of 2026-04-30: 543781 (value 217436262; 0.01% of shares outstanding; change 0.00)
Holder of BAP: iShares Trust-iShares Latin America 40 ETF
Shares held as of 2026-04-30: 507551 (value 197731711; 0.01% of shares outstanding; change 0.14)
Holder of BAP: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 754566 (value 296031338; 0.01% of shares outstanding; change 0.00)
Holder of BAP: Fidelity Advisor Series VIII-Fidelity Advisor Focused Emerging Markets
Shares held as of 2026-05-31: 763778 (value 296666661; 0.01% of shares outstanding; change 0.00)
Holder of BAP: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-05-31: 517187 (value 200885781; 0.01% of shares outstanding; change 0.04)
Holder of BAP: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 761925 (value 295946918; 0.01% of shares outstanding; change 0.04)
Holder of BAP: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 762916 (value 296331842; 0.01% of shares outstanding; change 0.01)
Holder of BAP: New World Fund Inc
Shares held as of 2026-06-30: 502630 (value 195231551; 0.01% of shares outstanding; change -0.08)
Holder of BAR.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 570480 (value 4911832; 0.01% of shares outstanding; change 0.07)
Holder of BAR.BR: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 389825 (value 3360291; 0.00% of shares outstanding; change 0.00)
Holder of BAR.BR: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 147683 (value 1239060; 0.00% of shares outstanding; change 0.00)
Holder of BAR.BR: TRANSAMERICA FUNDS-Transamerica International Small Cap Value
Shares held as of 2026-01-31: 204334 (value 1759315; 0.00% of shares outstanding; change -0.22)
Holder of BAR.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 151820 (value 1308688; 0.00% of shares outstanding; change 0.07)
Holder of BAR.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 219356 (value 1840396; 0.00% of shares outstanding; change 0.09)
Holder of BAR.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 827802 (value 6945259; 0.01% of shares outstanding; change 0.00)
Holder of BAR.BR: Bernstein Fund Inc-International Small Cap Portfolio
Shares held as of 2026-03-31: 156240 (value 1307728; 0.00% of shares outstanding; change -0.02)
Holder of BAR.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 570480 (value 4774917; 0.01% of shares outstanding; change 0.00)
Holder of BAR.BR: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 389825 (value 3262835; 0.00% of shares outstanding; change 0.00)
Holder of BAR.BR: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 164473 (value 1376638; 0.00% of shares outstanding; change 0.11)
Holder of BAR.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 227519 (value 1904334; 0.00% of shares outstanding; change 0.04)
Holder of BAR.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 827802 (value 6928702; 0.01% of shares outstanding; change 0.00)
Holder of BAR.BR: WisdomTree Trust-WisdomTree Europe Hedged Equity Fund
Shares held as of 2026-04-30: 168084 (value 1406863; 0.00% of shares outstanding; change -0.01)
Holder of BAR.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 508473 (value 4316935; 0.01% of shares outstanding; change 0.01)
Holder of BAR.BR: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 150141 (value 1256680; 0.00% of shares outstanding; change 0.00)
Holder of BAR.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 239869 (value 2036487; 0.00% of shares outstanding; change 0.00)
Holder of BAR.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 512633 (value 4290738; 0.01% of shares outstanding; change 0.01)
Holder of BAR.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 230140 (value 1926271; 0.00% of shares outstanding; change -0.04)
Holder of BARC.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 52181261 (value 23580711527; 0.00% of shares outstanding; change -0.01)
Holder of BARC.L: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 51043486 (value 23066551011; 0.00% of shares outstanding; change 0.10)
Holder of BARC.L: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 270051508 (value 122036274816; 0.02% of shares outstanding; change -0.08)
Holder of BARC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 131495074 (value 59422623138; 0.01% of shares outstanding; change 0.01)
Holder of BARC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 203579083 (value 103133164690; 0.02% of shares outstanding; change -0.01)
Holder of BARC.L: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 45328485 (value 23815587125; 0.00% of shares outstanding; change -0.26)
Holder of BARC.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 52435274 (value 27549494239; 0.00% of shares outstanding; change 0.00)
Holder of BARC.L: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 91402437 (value 48022842631; 0.01% of shares outstanding; change 0.12)
Holder of BARC.L: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 50775872 (value 26677644388; 0.00% of shares outstanding; change -0.01)
Holder of BARC.L: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 270051508 (value 141885068896; 0.02% of shares outstanding; change 0.00)
Holder of BARC.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 50920767 (value 23011094296; 0.00% of shares outstanding; change 0.00)
Holder of BARC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 134635212 (value 70737343671; 0.01% of shares outstanding; change 0.02)
Holder of BARC.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 51528055 (value 26104112977; 0.00% of shares outstanding; change 0.01)
Holder of BARC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 203590476 (value 106966441060; 0.02% of shares outstanding; change 0.00)
Holder of BARC.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 98291974 (value 52045600233; 0.01% of shares outstanding; change 0.00)
Holder of BARC.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 48225834 (value 23941715877; 0.00% of shares outstanding; change 0.01)
Holder of BARC.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 52073404 (value 27359367732; 0.00% of shares outstanding; change 0.01)
Holder of BARC.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 99933525 (value 52505076474; 0.01% of shares outstanding; change 0.02)
Holder of BARC.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 48346074 (value 25401028459; 0.00% of shares outstanding; change 0.00)
Holder of BARK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 65649 (value 662398; 0.00% of shares outstanding; change 0.00)
Holder of BARK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 199377 (value 2011713; 0.00% of shares outstanding; change 0.00)
Holder of BARK: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 11208 (value 112416; 0.00% of shares outstanding; change 0.00)
Holder of BARK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 46498 (value 466374; 0.01% of shares outstanding; change 0.00)
Holder of BARK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 29748 (value 253155; 0.00% of shares outstanding; change 0.01)
Holder of BARK: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 22902 (value 194896; 0.00% of shares outstanding; change 0.01)
Holder of BARK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 669614 (value 6100183; 0.00% of shares outstanding; change 32.02)
Holder of BARK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 172016 (value 1567065; 0.00% of shares outstanding; change 19.00)
Holder of BARK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 216133 (value 1968971; 0.00% of shares outstanding; change 19.00)
Holder of BARK: Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund
Shares held as of 2026-03-31: 37867 (value 382078; 0.00% of shares outstanding; change 19.00)
Holder of BARK: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-03-31: 55352 (value 558501; 0.00% of shares outstanding; change 19.00)
Holder of BARK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 65649 (value 558673; 0.01% of shares outstanding; change 0.00)
Holder of BARK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 199377 (value 1696698; 0.02% of shares outstanding; change 0.00)
Holder of BARK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 123060 (value 1241675; 0.00% of shares outstanding; change 0.02)
Holder of BARK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 46372 (value 394625; 0.01% of shares outstanding; change 0.00)
Holder of BARK: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 11208 (value 95380; 0.00% of shares outstanding; change 0.00)
Holder of BARK: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 11699 (value 121435; 0.00% of shares outstanding; change 0.01)
Holder of BARK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 118978 (value 1234991; 0.01% of shares outstanding; change -0.03)
Holder of BARK: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 29938 (value 310756; 0.00% of shares outstanding; change 0.00)
Holder of BARK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 13760 (value 142828; 0.00% of shares outstanding; change 0.00)
Holder of BARK: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 11547 (value 98264; 0.00% of shares outstanding; change -0.01)
Holder of BARK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 120091 (value 1021974; 0.01% of shares outstanding; change 0.01)
Holder of BARK: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 29626 (value 252117; 0.00% of shares outstanding; change -0.01)
Holder of BARK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 13881 (value 118127; 0.00% of shares outstanding; change 0.01)
Holder of BARN.SW: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 503402 (value 595524566; 0.05% of shares outstanding; change -0.03)
Holder of BARN.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 24364 (value 28822612; 0.00% of shares outstanding; change 0.00)
Holder of BARN.SW: Pear Tree Funds-Pear Tree Polaris Foreign Value Fund
Shares held as of 2025-12-31: 19493 (value 23060219; 0.00% of shares outstanding; change -0.46)
Holder of BARN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 33252 (value 39337116; 0.00% of shares outstanding; change 0.02)
Holder of BARN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 51784 (value 58049864; 0.00% of shares outstanding; change 0.01)
Holder of BARN.SW: Templeton Funds-Templeton Foreign Fund
Shares held as of 2026-02-28: 29131 (value 31898445; 0.00% of shares outstanding; change -0.13)
Holder of BARN.SW: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 491803 (value 538524285; 0.04% of shares outstanding; change -0.02)
Holder of BARN.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 27211 (value 29796045; 0.00% of shares outstanding; change 0.12)
Holder of BARN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 13128 (value 15530424; 0.00% of shares outstanding; change 0.01)
Holder of BARN.SW: Pear Tree Funds-Pear Tree Polaris Foreign Value Fund
Shares held as of 2026-03-31: 17528 (value 20262368; 0.00% of shares outstanding; change -0.10)
Holder of BARN.SW: SmallCap World Fund Inc
Shares held as of 2026-03-31: 32934 (value 36062730; 0.00% of shares outstanding; change 0.00)
Holder of BARN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 34141 (value 37384395; 0.00% of shares outstanding; change 0.03)
Holder of BARN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 13295 (value 14903695; 0.00% of shares outstanding; change 0.01)
Holder of BARN.SW: Nuveen Investment Trust II-Nuveen International Value Fund
Shares held as of 2026-04-30: 13599 (value 16087617; 0.00% of shares outstanding; change 0.23)
Holder of BARN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 51801 (value 56722095; 0.00% of shares outstanding; change 0.00)
Holder of BARN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 25231 (value 29167036; 0.00% of shares outstanding; change 0.01)
Holder of BARN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 13426 (value 14701470; 0.00% of shares outstanding; change 0.01)
Holder of BARN.SW: Nuveen Investment Trust II-Nuveen International Value Fund
Shares held as of 2026-05-31: 13323 (value 14668623; 0.00% of shares outstanding; change -0.02)
Holder of BARN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 25806 (value 28257570; 0.00% of shares outstanding; change 0.02)
Holder of BARN.SW: Nuveen Investment Trust II-Nuveen International Value Fund
Shares held as of 2026-06-30: 13050 (value 14289750; 0.00% of shares outstanding; change -0.02)
Holder of BARN.SW: Pear Tree Funds-Pear Tree Polaris Foreign Value Fund
Shares held as of 2026-06-30: 17528 (value 19193160; 0.00% of shares outstanding; change 0.00)
Holder of BAS.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8438653 (value 428177267; 0.01% of shares outstanding; change 0.02)
Holder of BAS.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 2934381 (value 148890496; 0.00% of shares outstanding; change 0.00)
Holder of BAS.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 3657002 (value 185556287; 0.00% of shares outstanding; change 0.10)
Holder of BAS.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13075023 (value 663426688; 0.01% of shares outstanding; change 0.01)
Holder of BAS.DE: Capital Income Builder
Shares held as of 2026-03-31: 3887416 (value 197247494; 0.00% of shares outstanding; change 0.00)
Holder of BAS.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 9042499 (value 458816414; 0.01% of shares outstanding; change 0.23)
Holder of BAS.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 3283135 (value 166586275; 0.00% of shares outstanding; change 0.01)
Holder of BAS.DE: Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND
Shares held as of 2026-03-31: 3241767 (value 157452622; 0.00% of shares outstanding; change 0.00)
Holder of BAS.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 8640799 (value 419683604; 0.01% of shares outstanding; change 0.02)
Holder of BAS.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 3226605 (value 156716203; 0.00% of shares outstanding; change 0.10)
Holder of BAS.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 4182987 (value 203167677; 0.00% of shares outstanding; change 0.14)
Holder of BAS.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13070297 (value 634824321; 0.01% of shares outstanding; change 0.00)
Holder of BAS.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 6361842 (value 322799873; 0.01% of shares outstanding; change 0.01)
Holder of BAS.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 3113957 (value 158002183; 0.00% of shares outstanding; change 0.01)
Holder of BAS.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3357574 (value 163077368; 0.00% of shares outstanding; change 0.01)
Holder of BAS.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 6487534 (value 315099524; 0.01% of shares outstanding; change 0.02)
Holder of BAS.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 3186848 (value 154785206; 0.00% of shares outstanding; change 0.03)
Holder of BAS.DE: Capital Income Builder
Shares held as of 2026-06-30: 5202598 (value 252690183; 0.01% of shares outstanding; change 0.02)
Holder of BAS.DE: New World Fund Inc
Shares held as of 2026-06-30: 3347019 (value 162564711; 0.00% of shares outstanding; change 0.00)
Holder of BATL: LOOMIS SAYLES FUNDS I-Loomis Sayles High Income Opportunities Fund
Shares held as of 2025-12-31: 2801 (value 4061; 0.00% of shares outstanding; change 0.00)
Holder of BATL: LOOMIS SAYLES FUNDS I-Loomis Sayles Institutional High Income Fund
Shares held as of 2025-12-31: 42669 (value 61870; 0.00% of shares outstanding; change 0.00)
Holder of BATL: LOOMIS SAYLES FUNDS II-Loomis Sayles High Income Fund
Shares held as of 2025-12-31: 3650 (value 5292; 0.00% of shares outstanding; change 0.00)
Holder of BATL: LOOMIS SAYLES FUNDS II-Loomis Sayles Strategic Income Fund
Shares held as of 2025-12-31: 9229 (value 13382; 0.00% of shares outstanding; change 0.00)
Holder of BATL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 36507 (value 52935; 0.00% of shares outstanding; change 0.00)
Holder of BATL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 218648 (value 317039; 0.01% of shares outstanding; change 0.00)
Holder of BATL: Morningstar Funds Trust-Morningstar Multisector Bond Fund
Shares held as of 2026-01-31: 363 (value 435; 0.00% of shares outstanding; change 0.00)
Holder of BATL: AB High Income Fund Inc
Shares held as of 2026-03-31: 135 (value 188; 0.00% of shares outstanding; change 0.00)
Holder of BATL: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 15000 (value 24449; 0.00% of shares outstanding; change 0.00)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 42466 (value 56055; 0.00% of shares outstanding; change -0.14)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11963 (value 15791; 0.00% of shares outstanding; change 0.13)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 18335 (value 24202; 0.00% of shares outstanding; change 0.00)
Holder of BATL: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional U.S. Core Eqy. 2 Fd
Shares held as of 2026-03-31: 29 (value 47; 0.00% of shares outstanding; change 0.00)
Holder of BATL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 86618 (value 141187; 0.01% of shares outstanding; change 1.37)
Holder of BATL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 218648 (value 356396; 0.01% of shares outstanding; change 0.00)
Holder of BATL: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 2694 (value 4391; 0.00% of shares outstanding; change 1.00)
Holder of BATL: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 4013 (value 6541; 0.00% of shares outstanding; change 1.00)
Holder of BATL: AB High Income Fund Inc
Shares held as of 2026-04-30: 135 (value 191; 0.00% of shares outstanding; change 0.00)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 42311 (value 55427; 0.00% of shares outstanding; change 0.00)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11963 (value 15671; 0.00% of shares outstanding; change 0.00)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 18335 (value 24018; 0.00% of shares outstanding; change 0.00)
Holder of BATL: AB High Income Fund Inc
Shares held as of 2026-05-31: 135 (value 220; 0.00% of shares outstanding; change 0.00)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 40544 (value 66086; 0.00% of shares outstanding; change -0.04)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 11963 (value 19499; 0.00% of shares outstanding; change 0.00)
Holder of BATL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 18335 (value 29886; 0.00% of shares outstanding; change 0.00)
Holder of BATRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 273734 (value 14672141; 0.03% of shares outstanding; change 0.03)
Holder of BATRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 231089 (value 12386370; 0.02% of shares outstanding; change 0.05)
Holder of BATRA: Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND
Shares held as of 2026-01-31: 164438 (value 8961871; 0.02% of shares outstanding; change 0.00)
Holder of BATRA: EQ Advisors Trust-1290 VT GAMCO Mergers & Acquisitions Portfolio
Shares held as of 2026-03-31: 90700 (value 4992128; 0.01% of shares outstanding; change 0.00)
Holder of BATRA: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 375000 (value 20640000; 0.04% of shares outstanding; change 0.01)
Holder of BATRA: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-03-31: 156800 (value 8862336; 0.02% of shares outstanding; change 0.07)
Holder of BATRA: Gabelli Dividend & Income Trust
Shares held as of 2026-03-31: 232000 (value 13112640; 0.02% of shares outstanding; change 0.00)
Holder of BATRA: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 182232 (value 10299752; 0.02% of shares outstanding; change 0.01)
Holder of BATRA: Gabelli Equity Trust Inc
Shares held as of 2026-03-31: 113000 (value 6386760; 0.01% of shares outstanding; change 0.00)
Holder of BATRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 261731 (value 14405674; 0.03% of shares outstanding; change -0.04)
Holder of BATRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 252952 (value 13922478; 0.02% of shares outstanding; change 0.09)
Holder of BATRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 187325 (value 10040619; 0.02% of shares outstanding; change -0.03)
Holder of BATRA: Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND
Shares held as of 2026-04-30: 111880 (value 6157875; 0.01% of shares outstanding; change -0.32)
Holder of BATRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 180061 (value 10177047; 0.02% of shares outstanding; change -0.04)
Holder of BATRA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 181757 (value 10003905; 0.02% of shares outstanding; change 0.01)
Holder of BATRA: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-06-30: 156800 (value 8630272; 0.02% of shares outstanding; change 0.00)