speb/financial-data huggingface dataset:
Holder of ANVS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 123461 (value 204945; 0.00% of shares outstanding; change -0.05)
Holder of ANVS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 33419 (value 55475; 0.00% of shares outstanding; change 0.00)
Holder of ANVS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 34459 (value 57201; 0.00% of shares outstanding; change 0.00)
Holder of ANY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 44041 (value 83677; 0.01% of shares outstanding; change 0.00)
Holder of ANY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 44041 (value 84118; 0.01% of shares outstanding; change 0.00)
Holder of ANZ.AX: Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund
Shares held as of 2022-09-30: 22943325 (value 836743090; 0.01% of shares outstanding; change 0.13)
Holder of ANZ.AX: DFA International Value Series
Shares held as of 2022-10-31: 7347638 (value 267968366; 0.00% of shares outstanding; change 0.00)
Holder of ANZ.AX: JP Morgan ETF Tr-BetaBuilders Developed Asia ex-Japan ETF
Shares held as of 2022-10-31: 6386729 (value 232924014; 0.00% of shares outstanding; change -0.03)
Holder of ANZ.AX: Price (T.Rowe) Overseas Stock Fund
Shares held as of 2022-10-31: 5665427 (value 206618129; 0.00% of shares outstanding; change 0.00)
Holder of ANZ.AX: Vanguard International Stock Index-Total Intl Stock Indx
Shares held as of 2022-10-31: 41084360 (value 1498346659; 0.01% of shares outstanding; change 0.05)
Holder of ANZ.AX: Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund
Shares held as of 2022-10-31: 6270155 (value 228672560; 0.00% of shares outstanding; change 0.07)
Holder of ANZ.AX: Fidelity International Index Fund
Shares held as of 2022-11-30: 7416662 (value 270485672; 0.00% of shares outstanding; change 0.00)
Holder of ANZ.AX: iShares Core MSCI EAFE ETF
Shares held as of 2022-12-31: 15827514 (value 577229454; 0.01% of shares outstanding; change 0.00)
Holder of ANZ.AX: iShares MSCI Eafe ETF
Shares held as of 2022-12-31: 9583995 (value 349528309; 0.00% of shares outstanding; change 0.00)
Holder of ANZ.AX: iShares MSCI Eafe Value ETF
Shares held as of 2022-12-31: 6202805 (value 226216305; 0.00% of shares outstanding; change 0.00)
Holder of AOD: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 53105 (value 552291; 0.00% of shares outstanding; change 1.00)
Holder of AOD: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 13509 (value 141169; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 7991 (value 83505; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 3217 (value 33617; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 6122 (value 63974; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 91338 (value 950828; 0.00% of shares outstanding; change 0.39)
Holder of AOD: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 3817 (value 39734; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 27869 (value 291231; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Northern Lights Fd. TRT IV-Anchor Risk Mnged Income Strategies Fd.
Shares held as of 2026-02-28: 80000 (value 835999; 0.00% of shares outstanding; change 1.00)
Holder of AOD: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 2368263 (value 24629934; 0.02% of shares outstanding; change 0.01)
Holder of AOD: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 13509 (value 140493; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 7991 (value 83106; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 3217 (value 33456; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 6122 (value 63668; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 3817 (value 39696; 0.00% of shares outstanding; change 0.00)
Holder of AOD: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 27869 (value 289837; 0.00% of shares outstanding; change 0.00)
Holder of AOMD.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 3979972 (value 67798822; 0.01% of shares outstanding; change -0.01)
Holder of AOMD.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 6487439 (value 110513522; 0.01% of shares outstanding; change 0.10)
Holder of AOMD.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 2353493 (value 40091752; 0.01% of shares outstanding; change 0.00)
Holder of AOMD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3185745 (value 54269165; 0.01% of shares outstanding; change 0.02)
Holder of AOMD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4944276 (value 84225740; 0.01% of shares outstanding; change 0.01)
Holder of AOMD.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 2265879 (value 36220075; 0.00% of shares outstanding; change -0.43)
Holder of AOMD.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 7086636 (value 113279874; 0.02% of shares outstanding; change 0.09)
Holder of AOMD.DE: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 21969533 (value 351182977; 0.05% of shares outstanding; change 0.00)
Holder of AOMD.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 2417517 (value 38644008; 0.01% of shares outstanding; change 0.03)
Holder of AOMD.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 4924266 (value 83884870; 0.01% of shares outstanding; change 1.00)
Holder of AOMD.DE: JANUS INVESTMENT FUND-Janus Henderson Overseas Fund
Shares held as of 2026-03-31: 2532063 (value 40475026; 0.01% of shares outstanding; change 0.06)
Holder of AOMD.DE: JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND
Shares held as of 2026-03-31: 3453386 (value 55202374; 0.01% of shares outstanding; change -0.07)
Holder of AOMD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3265382 (value 52197130; 0.01% of shares outstanding; change 0.03)
Holder of AOMD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4929862 (value 78803842; 0.01% of shares outstanding; change 0.00)
Holder of AOMD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2470703 (value 42088425; 0.01% of shares outstanding; change 0.01)
Holder of AOMD.DE: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-05-31: 2332496 (value 37284947; 0.01% of shares outstanding; change 0.11)
Holder of AOMD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2489818 (value 39799739; 0.01% of shares outstanding; change 0.01)
Holder of AOMR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 150761 (value 1240762; 0.01% of shares outstanding; change 0.00)
Holder of AOMR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 597045 (value 4913680; 0.02% of shares outstanding; change 0.12)
Holder of AOMR: -Victory Pioneer Multi-Asset Income Fund
Shares held as of 2026-01-31: 944060 (value 7977306; 0.04% of shares outstanding; change 0.00)
Holder of AOMR: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 136094 (value 1197627; 0.01% of shares outstanding; change 0.14)
Holder of AOMR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 138131 (value 1167206; 0.01% of shares outstanding; change 0.00)
Holder of AOMR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 67932 (value 597801; 0.00% of shares outstanding; change 0.12)
Holder of AOMR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 111385 (value 921154; 0.00% of shares outstanding; change 0.44)
Holder of AOMR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 150761 (value 1326696; 0.01% of shares outstanding; change 0.00)
Holder of AOMR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 605083 (value 5324730; 0.02% of shares outstanding; change 0.01)
Holder of AOMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 312275 (value 2570023; 0.01% of shares outstanding; change 0.02)
Holder of AOMR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 67527 (value 555747; 0.00% of shares outstanding; change 0.00)
Holder of AOMR: -Victory Pioneer Multi-Asset Income Fund
Shares held as of 2026-04-30: 944060 (value 8307728; 0.04% of shares outstanding; change 0.00)
Holder of AOMR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 110980 (value 1007698; 0.00% of shares outstanding; change 0.00)
Holder of AOMR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 150408 (value 1323590; 0.01% of shares outstanding; change 0.09)
Holder of AOMR: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 167782 (value 1513393; 0.01% of shares outstanding; change 0.00)
Holder of AOMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 300017 (value 2706153; 0.01% of shares outstanding; change -0.04)
Holder of AOMR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 66762 (value 602193; 0.00% of shares outstanding; change -0.01)
Holder of AOMR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 98404 (value 865955; 0.00% of shares outstanding; change -0.11)
Holder of AOMR: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 170703 (value 1502186; 0.01% of shares outstanding; change 0.02)
Holder of AOMR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 302879 (value 2665335; 0.01% of shares outstanding; change 0.01)
Holder of AOMR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 67323 (value 592442; 0.00% of shares outstanding; change 0.01)
Holder of AON: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2025-12-31: 2053100 (value 648902780; 0.01% of shares outstanding; change 1.17)
Holder of AON: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 3684200 (value 1164428243; 0.02% of shares outstanding; change 1.05)
Holder of AON: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5419809 (value 1712984819; 0.03% of shares outstanding; change 0.02)
Holder of AON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6421413 (value 2029551777; 0.03% of shares outstanding; change -0.01)
Holder of AON: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 2619427 (value 947446777; 0.01% of shares outstanding; change -0.06)
Holder of AON: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 3220470 (value 1164844038; 0.02% of shares outstanding; change 0.03)
Holder of AON: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 2249200 (value 813535667; 0.01% of shares outstanding; change 0.10)
Holder of AON: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 3684200 (value 1332575184; 0.02% of shares outstanding; change 0.00)
Holder of AON: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2739328 (value 865792000; 0.01% of shares outstanding; change 0.00)
Holder of AON: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5449590 (value 1971116769; 0.03% of shares outstanding; change 0.01)
Holder of AON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6465619 (value 2338614471; 0.03% of shares outstanding; change 0.01)
Holder of AON: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1882321 (value 680835528; 0.01% of shares outstanding; change 0.00)
Holder of AON: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2748784 (value 873398601; 0.01% of shares outstanding; change 0.00)
Holder of AON: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2559104 (value 858093155; 0.01% of shares outstanding; change 0.03)
Holder of AON: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2774454 (value 990230387; 0.01% of shares outstanding; change 0.01)
Holder of AON: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2744958 (value 992851342; 0.01% of shares outstanding; change 0.00)
Holder of AON: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2584229 (value 918900113; 0.01% of shares outstanding; change 0.01)
Holder of AON: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2825954 (value 1022147596; 0.01% of shares outstanding; change 0.02)
Holder of AON: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2581455 (value 933712305; 0.01% of shares outstanding; change 0.00)
Holder of AORT: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2025-12-31: 465077 (value 10320058; 0.01% of shares outstanding; change 0.41)
Holder of AORT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 451504 (value 10018874; 0.01% of shares outstanding; change 0.01)
Holder of AORT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1411303 (value 31316814; 0.03% of shares outstanding; change -0.02)
Holder of AORT: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1535281 (value 38811904; 0.03% of shares outstanding; change -0.20)
Holder of AORT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 411096 (value 8711124; 0.01% of shares outstanding; change 0.01)
Holder of AORT: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 532577 (value 11285306; 0.01% of shares outstanding; change 0.00)
Holder of AORT: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 727620 (value 18394234; 0.02% of shares outstanding; change 1.00)
Holder of AORT: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2026-03-31: 548606 (value 13868760; 0.01% of shares outstanding; change 0.18)
Holder of AORT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 471368 (value 11916183; 0.01% of shares outstanding; change 0.04)
Holder of AORT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1432359 (value 36210036; 0.03% of shares outstanding; change 0.01)
Holder of AORT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1064428 (value 23619657; 0.02% of shares outstanding; change 0.03)
Holder of AORT: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 431013 (value 10896008; 0.01% of shares outstanding; change 0.25)
Holder of AORT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 431630 (value 10911606; 0.01% of shares outstanding; change 0.05)
Holder of AORT: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 532577 (value 13463546; 0.01% of shares outstanding; change 0.00)
Holder of AORT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 385461 (value 8167918; 0.01% of shares outstanding; change 0.00)
Holder of AORT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2567532 (value 54406004; 0.05% of shares outstanding; change 0.02)
Holder of AORT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1022887 (value 25224393; 0.02% of shares outstanding; change -0.04)
Holder of AORT: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-04-30: 369590 (value 8201202; 0.01% of shares outstanding; change 0.02)
Holder of AORT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2563135 (value 64796054; 0.05% of shares outstanding; change 0.00)
Holder of AORT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1050618 (value 26559623; 0.02% of shares outstanding; change 0.03)
Holder of AOS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2857032 (value 162050858; 0.03% of shares outstanding; change 0.01)
Holder of AOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1452062 (value 82360958; 0.01% of shares outstanding; change -0.04)
Holder of AOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2572077 (value 145888210; 0.02% of shares outstanding; change -0.05)
Holder of AOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3587477 (value 203481699; 0.03% of shares outstanding; change 0.00)
Holder of AOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1435764 (value 81436535; 0.01% of shares outstanding; change 0.00)
Holder of AOS: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1552671 (value 94371341; 0.01% of shares outstanding; change 0.20)
Holder of AOS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2857476 (value 173677387; 0.03% of shares outstanding; change 0.00)
Holder of AOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1461470 (value 88828144; 0.01% of shares outstanding; change 0.01)
Holder of AOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2614224 (value 158892531; 0.02% of shares outstanding; change 0.02)
Holder of AOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3610687 (value 219457551; 0.03% of shares outstanding; change 0.01)
Holder of AOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1440733 (value 83879477; 0.01% of shares outstanding; change 0.00)
Holder of AOS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 2477109 (value 146347604; 0.02% of shares outstanding; change -0.03)
Holder of AOS: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 2520793 (value 144189361; 0.02% of shares outstanding; change 0.10)
Holder of AOS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1348520 (value 79670564; 0.01% of shares outstanding; change 0.03)
Holder of AOS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1453238 (value 90754714; 0.01% of shares outstanding; change 0.00)
Holder of AOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1438729 (value 87445946; 0.01% of shares outstanding; change 0.00)
Holder of AOS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 2469444 (value 148006129; 0.02% of shares outstanding; change 0.00)
Holder of AOS: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 2495448 (value 155840729; 0.02% of shares outstanding; change -0.01)
Holder of AOS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1361585 (value 81606598; 0.01% of shares outstanding; change 0.01)
Holder of AOS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1480430 (value 89980533; 0.01% of shares outstanding; change 0.02)
Holder of AOS: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 1379860 (value 83867889; 0.01% of shares outstanding; change 0.09)
Holder of AOS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 3180947 (value 193337954; 0.03% of shares outstanding; change 0.29)
Holder of AOS: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 2474537 (value 150402355; 0.02% of shares outstanding; change -0.01)
Holder of AOSL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 273665 (value 12410707; 0.01% of shares outstanding; change 0.00)
Holder of AOSL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 749077 (value 33970640; 0.03% of shares outstanding; change 0.00)
Holder of AOSL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 416897 (value 20027732; 0.01% of shares outstanding; change 0.00)
Holder of AOSL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 244384 (value 11740207; 0.01% of shares outstanding; change 0.01)
Holder of AOSL: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 640825 (value 19769451; 0.02% of shares outstanding; change 0.03)
Holder of AOSL: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-03-31: 513296 (value 23277972; 0.02% of shares outstanding; change 0.00)
Holder of AOSL: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-03-31: 612171 (value 27676250; 0.02% of shares outstanding; change 0.00)
Holder of AOSL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 276523 (value 8530734; 0.01% of shares outstanding; change 0.01)
Holder of AOSL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 749077 (value 23109025; 0.03% of shares outstanding; change 0.00)
Holder of AOSL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 624667 (value 28328647; 0.02% of shares outstanding; change 0.02)
Holder of AOSL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 422202 (value 13024931; 0.01% of shares outstanding; change 0.01)
Holder of AOSL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 249839 (value 7707533; 0.01% of shares outstanding; change 0.02)
Holder of AOSL: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-04-30: 513296 (value 24658740; 0.02% of shares outstanding; change 0.00)
Holder of AOSL: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-04-30: 525818 (value 20107281; 0.02% of shares outstanding; change -0.14)
Holder of AOSL: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-04-30: 492301 (value 22256927; 0.02% of shares outstanding; change 0.04)
Holder of AOSL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1510634 (value 72570858; 0.05% of shares outstanding; change 0.02)
Holder of AOSL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 600151 (value 22949775; 0.02% of shares outstanding; change -0.04)
Holder of AOSL: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 513296 (value 15835181; 0.02% of shares outstanding; change 0.00)
Holder of AOSL: John Hancock Investment Trust-Small Cap Core Fund
Shares held as of 2026-05-31: 505734 (value 15601894; 0.02% of shares outstanding; change -0.04)
Holder of AOSL: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-05-31: 523514 (value 19568953; 0.02% of shares outstanding; change 0.06)
Holder of AOSL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1496996 (value 46182327; 0.05% of shares outstanding; change -0.01)
Holder of AOSL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 605875 (value 18691243; 0.02% of shares outstanding; change 0.01)
Holder of AOSL: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 1370149 (value 42269097; 0.05% of shares outstanding; change 1.62)
Holder of AOUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 135797 (value 1376302; 0.01% of shares outstanding; change 0.00)
Holder of AOUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 448329 (value 4543814; 0.04% of shares outstanding; change -0.04)
Holder of AOUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 160094 (value 1621752; 0.01% of shares outstanding; change -0.10)
Holder of AOUT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 117718 (value 1192483; 0.01% of shares outstanding; change 0.02)
Holder of AOUT: Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 1199006 (value 15527127; 0.10% of shares outstanding; change 0.45)
Holder of AOUT: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 280000 (value 3625999; 0.02% of shares outstanding; change 0.02)
Holder of AOUT: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 263882 (value 3417271; 0.02% of shares outstanding; change 0.12)
Holder of AOUT: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 567726 (value 7352051; 0.05% of shares outstanding; change 0.19)
Holder of AOUT: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 116957 (value 1670145; 0.01% of shares outstanding; change 0.00)
Holder of AOUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 135797 (value 1758571; 0.01% of shares outstanding; change 0.00)
Holder of AOUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 448329 (value 5805860; 0.04% of shares outstanding; change 0.00)
Holder of AOUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 259144 (value 2626424; 0.02% of shares outstanding; change 0.02)
Holder of AOUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 166073 (value 2150645; 0.01% of shares outstanding; change 0.04)
Holder of AOUT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 119433 (value 1546657; 0.01% of shares outstanding; change 0.01)
Holder of AOUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 248929 (value 3554706; 0.02% of shares outstanding; change -0.04)
Holder of AOUT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 251314 (value 3254516; 0.02% of shares outstanding; change 0.01)
Holder of AOUT: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 115557 (value 1496463; 0.01% of shares outstanding; change -0.01)
Holder of AP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 136145 (value 1541161; 0.01% of shares outstanding; change -0.17)
Holder of AP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 427607 (value 4840511; 0.02% of shares outstanding; change 0.00)
Holder of AP: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 842085 (value 9094518; 0.04% of shares outstanding; change 0.03)
Holder of AP: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 173949 (value 1426381; 0.01% of shares outstanding; change -0.02)
Holder of AP: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 995000 (value 8158999; 0.05% of shares outstanding; change 0.01)
Holder of AP: Gabelli Dividend & Income Trust
Shares held as of 2026-03-31: 255000 (value 2034900; 0.01% of shares outstanding; change 0.00)
Holder of AP: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 208000 (value 1659840; 0.01% of shares outstanding; change 0.00)
Holder of AP: Gabelli Equity Trust Inc
Shares held as of 2026-03-31: 415000 (value 3311700; 0.02% of shares outstanding; change 0.00)
Holder of AP: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-03-31: 200000 (value 1596000; 0.01% of shares outstanding; change 0.00)
Holder of AP: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 130000 (value 1037400; 0.01% of shares outstanding; change 0.00)
Holder of AP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 458240 (value 3757567; 0.02% of shares outstanding; change 0.07)
Holder of AP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 230210 (value 2246849; 0.01% of shares outstanding; change 0.16)
Holder of AP: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 872785 (value 7156836; 0.04% of shares outstanding; change 0.04)
Holder of AP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 266952 (value 2130276; 0.01% of shares outstanding; change 0.16)
Holder of AP: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 291889 (value 2393489; 0.01% of shares outstanding; change 0.09)
Holder of AP: Gabelli Dividend & Income Trust
Shares held as of 2026-06-30: 255000 (value 2090999; 0.01% of shares outstanding; change 0.00)
Holder of AP: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 200000 (value 1639999; 0.01% of shares outstanding; change -0.04)
Holder of AP: Gabelli Equity Trust Inc
Shares held as of 2026-06-30: 415000 (value 3402999; 0.02% of shares outstanding; change 0.00)
Holder of AP: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-06-30: 200000 (value 1639999; 0.01% of shares outstanding; change 0.00)
Holder of AP: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 130000 (value 1065999; 0.01% of shares outstanding; change 0.00)
Holder of AP2.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 5512402 (value 2647606613; 0.01% of shares outstanding; change 0.03)
Holder of AP2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 10136426 (value 3944590116; 0.01% of shares outstanding; change 0.00)
Holder of AP2.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 6041829 (value 2901890394; 0.01% of shares outstanding; change -0.16)
Holder of AP2.DE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 6317075 (value 2458289697; 0.01% of shares outstanding; change -0.17)
Holder of AP2.DE: Investment Co of America
Shares held as of 2026-03-31: 6317075 (value 2940598412; 0.01% of shares outstanding; change -0.17)
Holder of AP2.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 20169314 (value 9687321267; 0.03% of shares outstanding; change 0.00)
Holder of AP2.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 25201663 (value 12104358431; 0.03% of shares outstanding; change 0.01)
Holder of AP2.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 16985974 (value 6610091678; 0.02% of shares outstanding; change 0.02)
Holder of AP2.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 6091688 (value 2370580348; 0.01% of shares outstanding; change 0.02)
Holder of AP2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 9480688 (value 3689409677; 0.01% of shares outstanding; change 0.03)
Holder of AP2.DE: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-04-30: 5991091 (value 2331433026; 0.01% of shares outstanding; change 0.09)
Holder of AP2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 10266433 (value 3995182339; 0.01% of shares outstanding; change 0.01)
Holder of AP2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 10157266 (value 4878534735; 0.01% of shares outstanding; change 0.00)
Holder of AP2.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 17196872 (value 8005143916; 0.02% of shares outstanding; change 0.01)
Holder of AP2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 10457189 (value 5022587749; 0.01% of shares outstanding; change 0.02)
Holder of AP2.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 16853527 (value 8094748812; 0.02% of shares outstanding; change -0.02)
Holder of AP2.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 6262264 (value 3007765322; 0.01% of shares outstanding; change 0.02)
Holder of AP2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 9586377 (value 4604336756; 0.01% of shares outstanding; change 0.00)
Holder of AP2.DE: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-06-30: 6181518 (value 2968983019; 0.01% of shares outstanding; change 0.05)
Holder of AP3.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 6137551 (value 1466874689; 0.03% of shares outstanding; change 0.02)
Holder of AP3.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 3214058 (value 768159862; 0.01% of shares outstanding; change -0.03)
Holder of AP3.DE: Capital Income Builder
Shares held as of 2026-03-31: 2916110 (value 696950290; 0.01% of shares outstanding; change 0.02)
Holder of AP3.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 6137551 (value 1604969586; 0.03% of shares outstanding; change 0.00)
Holder of AP3.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2843487 (value 679593393; 0.01% of shares outstanding; change 0.00)
Holder of AP3.DE: Franklin Custodian Funds-FRANKLIN INCOME FUND
Shares held as of 2026-03-31: 2500000 (value 653750000; 0.01% of shares outstanding; change -0.08)
Holder of AP3.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5657498 (value 1479435727; 0.03% of shares outstanding; change 0.01)
Holder of AP3.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7070746 (value 1849000079; 0.03% of shares outstanding; change 0.01)
Holder of AP3.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 5464985 (value 1306131415; 0.02% of shares outstanding; change 0.00)
Holder of AP3.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2667930 (value 637635270; 0.01% of shares outstanding; change 0.03)
Holder of AP3.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2879966 (value 688311874; 0.01% of shares outstanding; change 0.01)
Holder of AP3.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2849331 (value 745100056; 0.01% of shares outstanding; change 0.00)
Holder of AP3.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2933526 (value 767117049; 0.01% of shares outstanding; change 0.02)
Holder of AP3.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 3346364 (value 875074186; 0.02% of shares outstanding; change 0.04)
Holder of AP3.DE: Capital Income Builder
Shares held as of 2026-06-30: 2547260 (value 666108490; 0.01% of shares outstanding; change -0.13)
Holder of AP3.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2692284 (value 704032266; 0.01% of shares outstanding; change 0.00)
Holder of AP3.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 5464985 (value 1429093577; 0.02% of shares outstanding; change 0.00)
Holder of AP4N.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 7451988 (value 152430413; 0.02% of shares outstanding; change 0.03)
Holder of AP4N.DE: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2191791 (value 44833084; 0.01% of shares outstanding; change -0.11)
Holder of AP4N.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3603072 (value 73700837; 0.01% of shares outstanding; change 0.03)
Holder of AP4N.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 4312967 (value 88221739; 0.01% of shares outstanding; change -0.05)
Holder of AP4N.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7715540 (value 157821370; 0.02% of shares outstanding; change -0.04)
Holder of AP4N.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10639592 (value 217632853; 0.03% of shares outstanding; change -0.04)
Holder of AP4N.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3450391 (value 70577747; 0.01% of shares outstanding; change 0.01)
Holder of AP4N.DE: Fidelity Select Portfolios-Select Software and IT Services Portfolio
Shares held as of 2026-05-31: 3940500 (value 80602927; 0.01% of shares outstanding; change -0.16)
Holder of AP4N.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 8349917 (value 170797551; 0.02% of shares outstanding; change 0.02)
Holder of AP4N.DE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 3024243 (value 61860890; 0.01% of shares outstanding; change 0.02)
Holder of APA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 8941641 (value 325743984; 0.03% of shares outstanding; change 0.01)
Holder of APA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 8048101 (value 293192321; 0.02% of shares outstanding; change -0.05)
Holder of APA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 5189310 (value 189046564; 0.01% of shares outstanding; change -0.04)
Holder of APA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11091548 (value 404065097; 0.03% of shares outstanding; change -0.02)
Holder of APA: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 18576257 (value 613573746; 0.05% of shares outstanding; change -0.01)
Holder of APA: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 10947946 (value 395768264; 0.03% of shares outstanding; change 0.07)
Holder of APA: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-02-28: 7656332 (value 255415240; 0.02% of shares outstanding; change -0.07)
Holder of APA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9013461 (value 325836628; 0.03% of shares outstanding; change 0.01)
Holder of APA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8145125 (value 294446281; 0.02% of shares outstanding; change 0.01)
Holder of APA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 5186823 (value 187503659; 0.01% of shares outstanding; change 0.00)
Holder of APA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11199213 (value 404851567; 0.03% of shares outstanding; change 0.01)
Holder of APA: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 5121016 (value 189580014; 0.01% of shares outstanding; change -0.03)
Holder of APA: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 8036908 (value 297526337; 0.02% of shares outstanding; change -0.02)
Holder of APA: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 17561357 (value 634843082; 0.05% of shares outstanding; change -0.05)
Holder of APA: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 6580660 (value 217359191; 0.02% of shares outstanding; change 0.00)
Holder of APA: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 5099373 (value 170115086; 0.01% of shares outstanding; change 0.00)
Holder of APA: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 7862046 (value 262277859; 0.02% of shares outstanding; change -0.02)
Holder of APA: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-05-31: 6497542 (value 234886153; 0.02% of shares outstanding; change -0.15)
Holder of APA: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 6554012 (value 236927543; 0.02% of shares outstanding; change 0.00)
Holder of APA: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 4782546 (value 172889045; 0.01% of shares outstanding; change -0.06)
Holder of APA: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 8771425 (value 317087027; 0.02% of shares outstanding; change 0.12)
Holder of APA.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 11680121 (value 117852422; 0.01% of shares outstanding; change 0.02)
Holder of APA.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 3714658 (value 38223830; 0.00% of shares outstanding; change 0.04)
Holder of APA.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 17914289 (value 180755178; 0.02% of shares outstanding; change 0.00)
Holder of APA.AX: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 8160386 (value 83888765; 0.01% of shares outstanding; change -0.06)
Holder of APA.AX: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 4067745 (value 41816417; 0.00% of shares outstanding; change 1.00)
Holder of APA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 4944303 (value 49888018; 0.00% of shares outstanding; change 0.03)
Holder of APA.AX: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 4865683 (value 50019219; 0.00% of shares outstanding; change 0.00)
Holder of APA.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 11979109 (value 123145237; 0.01% of shares outstanding; change 0.03)
Holder of APA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 4939931 (value 49843904; 0.00% of shares outstanding; change 0.00)
Holder of APA.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 3774811 (value 38805056; 0.00% of shares outstanding; change 0.02)
Holder of APA.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 18097065 (value 186037823; 0.02% of shares outstanding; change 0.01)
Holder of APA.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 9466583 (value 93009176; 0.01% of shares outstanding; change 0.00)
Holder of APA.AX: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 14921143 (value 146600227; 0.01% of shares outstanding; change 0.03)
Holder of APA.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 4598701 (value 47320633; 0.00% of shares outstanding; change 0.02)
Holder of APA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 4935960 (value 50741667; 0.00% of shares outstanding; change 0.00)
Holder of APA.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 9689892 (value 99612087; 0.01% of shares outstanding; change 0.02)
Holder of APA.AX: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 15234267 (value 156608260; 0.01% of shares outstanding; change 0.02)
Holder of APA.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 4598701 (value 47274645; 0.00% of shares outstanding; change 0.00)
Holder of APAC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 4009 (value 40651; 0.00% of shares outstanding; change 1.00)
Holder of APAC: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 738 (value 7475; 0.00% of shares outstanding; change 1.00)
Holder of APAC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 72462 (value 734764; 0.01% of shares outstanding; change 1.00)
Holder of APAC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 2791 (value 28272; 0.00% of shares outstanding; change 1.00)
Holder of APAC: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 9417 (value 95770; 0.00% of shares outstanding; change 1.00)
Holder of APAC: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 99000 (value 1006830; 0.02% of shares outstanding; change 1.00)
Holder of APAC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 4009 (value 40771; 0.00% of shares outstanding; change 0.00)
Holder of APAC: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 738 (value 7505; 0.00% of shares outstanding; change 0.00)
Holder of APAC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 72462 (value 736938; 0.01% of shares outstanding; change 0.00)
Holder of APAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 99000 (value 1006830; 0.02% of shares outstanding; change 1.00)
Holder of APAC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 2791 (value 28384; 0.00% of shares outstanding; change 0.00)
Holder of APAM: Natixis Funds Trust I-Vaughan Nelson Small Cap Fund
Shares held as of 2025-12-31: 747955 (value 28003434; 0.01% of shares outstanding; change -0.03)
Holder of APAM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 757407 (value 28357317; 0.01% of shares outstanding; change 0.00)
Holder of APAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1517616 (value 56819540; 0.02% of shares outstanding; change -0.04)
Holder of APAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 979415 (value 36669296; 0.01% of shares outstanding; change -0.04)
Holder of APAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2112614 (value 79096265; 0.03% of shares outstanding; change 0.01)
Holder of APAM: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 1056387 (value 39551127; 0.01% of shares outstanding; change -0.13)
Holder of APAM: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 2171824 (value 85439556; 0.03% of shares outstanding; change 0.08)
Holder of APAM: Natixis Funds Trust I-Vaughan Nelson Small Cap Fund
Shares held as of 2026-03-31: 869460 (value 34204556; 0.01% of shares outstanding; change 0.16)
Holder of APAM: SmallCap World Fund Inc
Shares held as of 2026-03-31: 705000 (value 27734700; 0.01% of shares outstanding; change 0.00)