speb/financial-data huggingface dataset:
Holder of ATS: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-06-30: 1109239 (value 29306094; 0.01% of shares outstanding; change 0.33)
Holder of ATS: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 741538 (value 19591434; 0.01% of shares outstanding; change 0.00)
Holder of ATS.TO: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2025-12-31: 818694 (value 33394529; 0.01% of shares outstanding; change -0.03)
Holder of ATS.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 778399 (value 31750895; 0.01% of shares outstanding; change 0.02)
Holder of ATS.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 414786 (value 16284497; 0.00% of shares outstanding; change 0.00)
Holder of ATS.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 606686 (value 24746722; 0.01% of shares outstanding; change 0.00)
Holder of ATS.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 302235 (value 11865745; 0.00% of shares outstanding; change 0.02)
Holder of ATS.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1200430 (value 49073579; 0.01% of shares outstanding; change 0.01)
Holder of ATS.TO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1205300 (value 49164188; 0.01% of shares outstanding; change 0.12)
Holder of ATS.TO: JANUS INVESTMENT FUND-Janus Henderson Global Research Fund
Shares held as of 2026-03-31: 722539 (value 26921801; 0.01% of shares outstanding; change 1.00)
Holder of ATS.TO: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 809668 (value 30168228; 0.01% of shares outstanding; change -0.01)
Holder of ATS.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 596205 (value 23407007; 0.01% of shares outstanding; change -0.02)
Holder of ATS.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 804433 (value 29973172; 0.01% of shares outstanding; change 0.03)
Holder of ATS.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 440151 (value 16400025; 0.00% of shares outstanding; change 0.06)
Holder of ATS.TO: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-04-30: 796962 (value 30507704; 0.01% of shares outstanding; change 0.00)
Holder of ATS.TO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1144400 (value 44929142; 0.01% of shares outstanding; change -0.05)
Holder of ATS.TO: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 401228 (value 14949754; 0.00% of shares outstanding; change 1.00)
Holder of ATS.TO: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 728738 (value 27896089; 0.01% of shares outstanding; change 0.01)
Holder of ATS.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 596205 (value 22214597; 0.01% of shares outstanding; change 0.00)
Holder of ATS.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1200430 (value 44728019; 0.01% of shares outstanding; change 0.00)
Holder of ATS.TO: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-05-31: 832374 (value 33303282; 0.01% of shares outstanding; change 0.04)
Holder of ATS.TO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1017300 (value 37904596; 0.01% of shares outstanding; change -0.11)
Holder of ATS.TO: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 742658 (value 29713745; 0.01% of shares outstanding; change 0.02)
Holder of ATS.TO: JANUS INVESTMENT FUND-Janus Henderson Global Research Fund
Shares held as of 2026-05-31: 711078 (value 28770215; 0.01% of shares outstanding; change -0.02)
Holder of ATS.TO: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 785319 (value 31774006; 0.01% of shares outstanding; change -0.03)
Holder of ATS.TO: Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF
Shares held as of 2026-06-30: 1109239 (value 41330243; 0.01% of shares outstanding; change 0.33)
Holder of ATS.TO: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 741538 (value 27629704; 0.01% of shares outstanding; change 0.00)
Holder of ATX.V: ASA Gold & Precious Metals Ltd
Shares held as of 2025-11-30: 12525000 (value 42209248; 0.03% of shares outstanding; change 0.18)
Holder of ATX.V: -Sprott Active Metals & Miners ETF
Shares held as of 2025-12-31: 408319 (value 1376034; 0.00% of shares outstanding; change 0.84)
Holder of ATX.V: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2025-12-31: 158935 (value 535610; 0.00% of shares outstanding; change 1.00)
Holder of ATX.V: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 70220 (value 236641; 0.00% of shares outstanding; change 1.00)
Holder of ATX.V: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2025-12-31: 1113588 (value 3752791; 0.00% of shares outstanding; change 1.00)
Holder of ATX.V: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 1062000 (value 3578939; 0.00% of shares outstanding; change 1.00)
Holder of ATX.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 8660800 (value 29186895; 0.02% of shares outstanding; change -0.20)
Holder of ATXG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 85 (value 425; 0.00% of shares outstanding; change 0.00)
Holder of ATXG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 84 (value 254; 0.00% of shares outstanding; change -0.01)
Holder of ATXG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 84 (value 310; 0.00% of shares outstanding; change 0.00)
Holder of ATYR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 969655 (value 526037; 0.01% of shares outstanding; change 0.00)
Holder of ATYR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2650788 (value 1438052; 0.03% of shares outstanding; change 0.00)
Holder of ATYR: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-01-31: 5585000 (value 2516042; 0.06% of shares outstanding; change 0.00)
Holder of ATYR: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 4806877 (value 2165498; 0.05% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 938721 (value 422893; 0.01% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 4228832 (value 1987551; 0.04% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 1349267 (value 634155; 0.01% of shares outstanding; change -0.01)
Holder of ATYR: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 1200366 (value 564172; 0.01% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1754594 (value 824659; 0.02% of shares outstanding; change 0.00)
Holder of ATYR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1006403 (value 476330; 0.01% of shares outstanding; change 0.04)
Holder of ATYR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2650788 (value 1254617; 0.03% of shares outstanding; change 0.00)
Holder of ATYR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2160975 (value 1172328; 0.02% of shares outstanding; change 0.02)
Holder of ATYR: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-04-30: 5585000 (value 2643380; 0.06% of shares outstanding; change 0.00)
Holder of ATYR: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 4806877 (value 2275094; 0.05% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 4228832 (value 2523767; 0.04% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 1344945 (value 802663; 0.01% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 1200366 (value 716378; 0.01% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 936184 (value 443095; 0.01% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 1754594 (value 1047141; 0.02% of shares outstanding; change 0.00)
Holder of ATYR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2076531 (value 1357843; 0.02% of shares outstanding; change -0.04)
Holder of ATYR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 683141 (value 446705; 0.01% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 550058 (value 260342; 0.01% of shares outstanding; change -0.04)
Holder of ATYR: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 4216832 (value 1995826; 0.04% of shares outstanding; change 0.00)
Holder of ATYR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 1754594 (value 830449; 0.02% of shares outstanding; change 0.00)
Holder of ATYR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2096247 (value 992153; 0.02% of shares outstanding; change 0.01)
Holder of ATYR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 676101 (value 319998; 0.01% of shares outstanding; change -0.01)
Holder of ATZ.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 890528 (value 134923892; 0.01% of shares outstanding; change 0.02)
Holder of ATZ.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 370573 (value 57953911; 0.00% of shares outstanding; change -0.06)
Holder of ATZ.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 450762 (value 73523790; 0.00% of shares outstanding; change 0.00)
Holder of ATZ.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1377685 (value 215456156; 0.01% of shares outstanding; change 0.01)
Holder of ATZ.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 588916 (value 89226659; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 3362936 (value 509518414; 0.03% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-03-31: 701849 (value 106337138; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund
Shares held as of 2026-03-31: 587282 (value 88979092; 0.01% of shares outstanding; change 0.04)
Holder of ATZ.TO: Putnam Funds Trust-Putnam Small Cap Growth Fund
Shares held as of 2026-03-31: 590860 (value 79470670; 0.01% of shares outstanding; change -0.01)
Holder of ATZ.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 922619 (value 124092255; 0.01% of shares outstanding; change 0.04)
Holder of ATZ.TO: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 686300 (value 103981309; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 450762 (value 60627489; 0.00% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 587116 (value 91819070; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 3333565 (value 521336228; 0.03% of shares outstanding; change -0.01)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-04-30: 701449 (value 109699608; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund
Shares held as of 2026-04-30: 588317 (value 92006895; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 354353 (value 47660478; 0.00% of shares outstanding; change 0.03)
Holder of ATZ.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1392158 (value 187245251; 0.01% of shares outstanding; change 0.01)
Holder of ATZ.TO: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 685900 (value 111877149; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 586416 (value 78872952; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 3333565 (value 448364492; 0.03% of shares outstanding; change 0.00)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-05-31: 695791 (value 93583889; 0.01% of shares outstanding; change -0.01)
Holder of ATZ.TO: Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund
Shares held as of 2026-05-31: 588317 (value 79128636; 0.01% of shares outstanding; change 0.00)
Holder of ATZ.TO: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 685900 (value 92253550; 0.01% of shares outstanding; change 0.00)
Holder of AU: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 2212512 (value 186802388; 0.01% of shares outstanding; change -0.25)
Holder of AU: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 2205515 (value 200415154; 0.01% of shares outstanding; change -0.01)
Holder of AU: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 6872619 (value 555926146; 0.02% of shares outstanding; change 0.02)
Holder of AU: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7314001 (value 591629536; 0.02% of shares outstanding; change 0.00)
Holder of AU: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 3943695 (value 321292836; 0.01% of shares outstanding; change 0.00)
Holder of AU: Fidelity Advisor Series VIII-Fidelity Advisor Focused Emerging Markets
Shares held as of 2026-03-31: 2425200 (value 234856359; 0.01% of shares outstanding; change 0.60)
Holder of AU: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 2832019 (value 274252709; 0.01% of shares outstanding; change 0.17)
Holder of AU: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 2031282 (value 196709341; 0.00% of shares outstanding; change -0.04)
Holder of AU: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 5581704 (value 540532194; 0.01% of shares outstanding; change 0.00)
Holder of AU: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-04-30: 1974147 (value 165927061; 0.00% of shares outstanding; change -0.10)
Holder of AU: Fidelity Advisor Series VIII-Fidelity Advisor Focused Emerging Markets
Shares held as of 2026-04-30: 2395300 (value 217660917; 0.01% of shares outstanding; change -0.01)
Holder of AU: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-04-30: 2089600 (value 169027742; 0.01% of shares outstanding; change 0.05)
Holder of AU: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 3080725 (value 279945489; 0.01% of shares outstanding; change 0.09)
Holder of AU: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 2210082 (value 178773531; 0.01% of shares outstanding; change 0.09)
Holder of AU: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 6967425 (value 555094736; 0.02% of shares outstanding; change 0.01)
Holder of AU: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7351749 (value 585713829; 0.02% of shares outstanding; change 0.01)
Holder of AU: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 14711653 (value 1242104867; 0.04% of shares outstanding; change 0.00)
Holder of AU: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 5586021 (value 469505082; 0.01% of shares outstanding; change 0.00)
Holder of AU: Fidelity Advisor Series VIII-Fidelity Advisor Focused Emerging Markets
Shares held as of 2026-05-31: 2395300 (value 190833546; 0.01% of shares outstanding; change 0.00)
Holder of AU: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-05-31: 2174600 (value 173250378; 0.01% of shares outstanding; change 0.04)
Holder of AU: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 3072445 (value 244781687; 0.01% of shares outstanding; change 0.00)
Holder of AU: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 2210082 (value 176077228; 0.01% of shares outstanding; change 0.00)
Holder of AU: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 14527850 (value 1157433782; 0.03% of shares outstanding; change -0.01)
Holder of AU: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 1986880 (value 158294725; 0.00% of shares outstanding; change 0.01)
Holder of AU: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 5685819 (value 452989189; 0.01% of shares outstanding; change 0.02)
Holder of AU: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 3294737 (value 262491690; 0.01% of shares outstanding; change -0.16)
Holder of AU.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 7475000 (value 19397625; 0.04% of shares outstanding; change 0.00)
Holder of AU.V: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 10690428 (value 27741660; 0.06% of shares outstanding; change 0.00)
Holder of AU.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 600000 (value 1557000; 0.00% of shares outstanding; change 0.33)
Holder of AUB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1534077 (value 57711975; 0.01% of shares outstanding; change 0.01)
Holder of AUB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3236099 (value 121742040; 0.02% of shares outstanding; change -0.04)
Holder of AUB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2085131 (value 78442625; 0.01% of shares outstanding; change -0.04)
Holder of AUB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4497891 (value 169210654; 0.03% of shares outstanding; change -0.01)
Holder of AUB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1843353 (value 72185703; 0.01% of shares outstanding; change -0.01)
Holder of AUB: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1908651 (value 74742772; 0.01% of shares outstanding; change -0.03)
Holder of AUB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1397764 (value 54736438; 0.01% of shares outstanding; change 0.01)
Holder of AUB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1582025 (value 66808915; 0.01% of shares outstanding; change 0.03)
Holder of AUB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3286391 (value 138784290; 0.02% of shares outstanding; change 0.02)
Holder of AUB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2092846 (value 88380885; 0.01% of shares outstanding; change 0.00)
Holder of AUB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4539136 (value 191687711; 0.03% of shares outstanding; change 0.01)
Holder of AUB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3434771 (value 129216081; 0.02% of shares outstanding; change -0.01)
Holder of AUB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1843353 (value 77844796; 0.01% of shares outstanding; change 0.00)
Holder of AUB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1413583 (value 59695609; 0.01% of shares outstanding; change 0.01)
Holder of AUB: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1908651 (value 80602330; 0.01% of shares outstanding; change 0.00)
Holder of AUB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1629195 (value 65656557; 0.01% of shares outstanding; change 0.05)
Holder of AUB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8639380 (value 338318119; 0.06% of shares outstanding; change 0.02)
Holder of AUB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3300387 (value 139276333; 0.02% of shares outstanding; change -0.04)
Holder of AUB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 1507791 (value 63251833; 0.01% of shares outstanding; change -0.07)
Holder of AUB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8601527 (value 363242481; 0.06% of shares outstanding; change 0.00)
Holder of AUB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3377889 (value 142648250; 0.02% of shares outstanding; change 0.02)
Holder of AUB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1638051 (value 69174892; 0.01% of shares outstanding; change 0.09)
Holder of AUBN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 15322 (value 384428; 0.00% of shares outstanding; change 0.09)
Holder of AUBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 21827 (value 545675; 0.01% of shares outstanding; change 0.00)
Holder of AUBN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 42912 (value 1072800; 0.01% of shares outstanding; change -0.01)
Holder of AUBN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 6204 (value 157581; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 12735 (value 339005; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 11500 (value 306130; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 4000 (value 106480; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 16781 (value 446710; 0.00% of shares outstanding; change 0.10)
Holder of AUBN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 11616 (value 291445; 0.00% of shares outstanding; change -0.09)
Holder of AUBN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4760 (value 119428; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 25537 (value 679794; 0.01% of shares outstanding; change 0.17)
Holder of AUBN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13944 (value 371189; 0.00% of shares outstanding; change -0.68)
Holder of AUBN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 6708 (value 168303; 0.00% of shares outstanding; change -0.01)
Holder of AUBN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 6204 (value 165150; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 12735 (value 339005; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 11574 (value 312960; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4760 (value 128710; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 7249 (value 192968; 0.00% of shares outstanding; change 0.08)
Holder of AUBN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 11574 (value 308099; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4760 (value 126711; 0.00% of shares outstanding; change 0.00)
Holder of AUBN: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-05-31: 15000 (value 399300; 0.00% of shares outstanding; change 1.00)
Holder of AUBN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 7155 (value 190466; 0.00% of shares outstanding; change -0.01)
Holder of AUD.DE: MFS Series Trust II-MFS Growth Fund
Shares held as of 2026-02-28: 1984061 (value 371892398; 0.01% of shares outstanding; change -0.09)
Holder of AUD.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1699656 (value 318583524; 0.01% of shares outstanding; change 0.03)
Holder of AUD.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2707402 (value 565847018; 0.01% of shares outstanding; change 0.00)
Holder of AUD.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5387014 (value 1009741917; 0.03% of shares outstanding; change 0.00)
Holder of AUD.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2438229 (value 457021649; 0.01% of shares outstanding; change 0.00)
Holder of AUD.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2289238 (value 429094776; 0.01% of shares outstanding; change 1.00)
Holder of AUD.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6732688 (value 1261975055; 0.03% of shares outstanding; change 0.01)
Holder of AUD.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 4537529 (value 948343561; 0.02% of shares outstanding; change 0.02)
Holder of AUD.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2527680 (value 528285120; 0.01% of shares outstanding; change 0.03)
Holder of AUD.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2742152 (value 573109768; 0.01% of shares outstanding; change 0.01)
Holder of AUD.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2712967 (value 508518541; 0.01% of shares outstanding; change 0.00)
Holder of AUD.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2793240 (value 523564912; 0.01% of shares outstanding; change 0.02)
Holder of AUD.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 4478931 (value 839530837; 0.02% of shares outstanding; change -0.03)
Holder of AUD.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2551779 (value 478305461; 0.01% of shares outstanding; change 0.00)
Holder of AUDC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 62303 (value 603093; 0.00% of shares outstanding; change -0.15)
Holder of AUDC: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 26838 (value 244494; 0.00% of shares outstanding; change 0.00)
Holder of AUDC: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 39755 (value 384828; 0.00% of shares outstanding; change 0.03)
Holder of AUDC: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 34939 (value 338209; 0.00% of shares outstanding; change 0.06)
Holder of AUDC: ETF Series Solutions-Acquirers Small and Micro Deep Value ETF
Shares held as of 2026-02-28: 27548 (value 263909; 0.00% of shares outstanding; change 0.08)
Holder of AUDC: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 651584 (value 6242174; 0.03% of shares outstanding; change 0.09)
Holder of AUDC: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 246438 (value 2424949; 0.01% of shares outstanding; change -0.03)
Holder of AUDC: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 53774 (value 515154; 0.00% of shares outstanding; change -0.14)
Holder of AUDC: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 26838 (value 257108; 0.00% of shares outstanding; change 0.00)
Holder of AUDC: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 39755 (value 380852; 0.00% of shares outstanding; change 0.00)
Holder of AUDC: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 34939 (value 334715; 0.00% of shares outstanding; change 0.00)
Holder of AUDC: WisdomTree Trust-WisdomTree Dynamic International SmallCap Equity Fund
Shares held as of 2026-04-30: 23505 (value 227528; 0.00% of shares outstanding; change 0.04)
Holder of AUDC: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-04-30: 49548 (value 498205; 0.00% of shares outstanding; change 0.11)
Holder of AUDC: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 28028 (value 271311; 0.00% of shares outstanding; change 0.03)
Holder of AUDC: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 246438 (value 2385519; 0.01% of shares outstanding; change 0.00)
Holder of AUDC: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 28224 (value 270385; 0.00% of shares outstanding; change 0.01)
Holder of AUDC: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 246438 (value 2360876; 0.01% of shares outstanding; change 0.00)
Holder of AUDC: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 26153 (value 250545; 0.00% of shares outstanding; change 0.25)
Holder of AUDC: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-06-30: 49548 (value 474669; 0.00% of shares outstanding; change 0.00)
Holder of AUGO: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 353648 (value 22470794; 0.00% of shares outstanding; change 14.38)
Holder of AUGO: American Century Quantitative Equity Funds, Inc.-GLOBAL GOLD FUND
Shares held as of 2026-03-31: 285500 (value 19336915; 0.00% of shares outstanding; change 0.12)
Holder of AUGO: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 289133 (value 22341305; 0.00% of shares outstanding; change -0.24)
Holder of AUGO: Income Fund of America
Shares held as of 2026-03-31: 1620102 (value 102941282; 0.02% of shares outstanding; change 0.00)
Holder of AUGO: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 319941 (value 20594603; 0.00% of shares outstanding; change 1.00)
Holder of AUGO: New World Fund Inc
Shares held as of 2026-03-31: 2109482 (value 134036488; 0.03% of shares outstanding; change 1.32)
Holder of AUGO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 780540 (value 42781398; 0.01% of shares outstanding; change 1.00)
Holder of AUGO: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 379794 (value 29346681; 0.00% of shares outstanding; change 0.00)
Holder of AUGO: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-04-30: 369951 (value 20277014; 0.00% of shares outstanding; change 0.05)
Holder of AUGO: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 407769 (value 25909642; 0.00% of shares outstanding; change 0.41)
Holder of AUGO: Income Fund of America
Shares held as of 2026-04-30: 1620102 (value 88797792; 0.02% of shares outstanding; change 0.00)
Holder of AUGO: New World Fund Inc
Shares held as of 2026-04-30: 2808836 (value 180804781; 0.03% of shares outstanding; change 0.33)
Holder of AUGO: Prudential World Fd., Inc.-PGIM JENNISON EMERGING MARKETS Eqy. OPPORTU
Shares held as of 2026-04-30: 301594 (value 16530367; 0.00% of shares outstanding; change 1.00)
Holder of AUGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 991480 (value 59885393; 0.01% of shares outstanding; change -0.02)
Holder of AUGO: iShares Trust-iShares MSCI Brazil Small-Cap ETF
Shares held as of 2026-04-30: 170189 (value 10813809; 0.00% of shares outstanding; change -0.03)
Holder of AUGO: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 389769 (value 26399055; 0.00% of shares outstanding; change 0.03)
Holder of AUGO: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 358101 (value 19627516; 0.00% of shares outstanding; change -0.12)
Holder of AUGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 970277 (value 62456733; 0.01% of shares outstanding; change -0.02)
Holder of AUGO: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 389769 (value 21363239; 0.00% of shares outstanding; change 0.00)
Holder of AUGO: iShares, Inc.-iShares MSCI Brazil ETF
Shares held as of 2026-05-31: 625869 (value 34303880; 0.01% of shares outstanding; change 1.00)
Holder of AUGO: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-06-30: 319941 (value 17535966; 0.00% of shares outstanding; change 0.00)
Holder of AUGO: New World Fund Inc
Shares held as of 2026-06-30: 2857578 (value 156623854; 0.03% of shares outstanding; change 0.02)
Holder of AUGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 963847 (value 52828455; 0.01% of shares outstanding; change -0.01)
Holder of AUID: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2025-12-31: 1106 (value 1382; 0.00% of shares outstanding; change 1.00)
Holder of AUID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 114396 (value 146426; 0.01% of shares outstanding; change 0.00)
Holder of AUID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 274478 (value 351331; 0.02% of shares outstanding; change 0.00)
Holder of AUID: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 2084 (value 1559; 0.00% of shares outstanding; change 0.00)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 124291 (value 155363; 0.01% of shares outstanding; change 0.74)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5456 (value 6820; 0.00% of shares outstanding; change 0.00)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 17450 (value 21812; 0.00% of shares outstanding; change 0.07)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 22982 (value 28727; 0.00% of shares outstanding; change 0.00)
Holder of AUID: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 1106 (value 827; 0.00% of shares outstanding; change 0.00)
Holder of AUID: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 114396 (value 85613; 0.01% of shares outstanding; change 0.00)
Holder of AUID: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 274478 (value 205419; 0.02% of shares outstanding; change 0.00)
Holder of AUID: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 35458 (value 44322; 0.00% of shares outstanding; change 0.30)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 123839 (value 132507; 0.01% of shares outstanding; change 0.00)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5456 (value 5837; 0.00% of shares outstanding; change 0.00)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 17450 (value 18671; 0.00% of shares outstanding; change 0.00)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 22982 (value 24590; 0.00% of shares outstanding; change 0.00)
Holder of AUID: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 35691 (value 42472; 0.00% of shares outstanding; change 0.01)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 96598 (value 72293; 0.01% of shares outstanding; change -0.22)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5456 (value 4083; 0.00% of shares outstanding; change 0.00)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 17450 (value 13059; 0.00% of shares outstanding; change 0.00)
Holder of AUID: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 22982 (value 17199; 0.00% of shares outstanding; change 0.00)
Holder of AUID: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 35225 (value 26362; 0.00% of shares outstanding; change -0.01)
Holder of AUMB.V: John Hancock Varbl Insurance TRT-Strategic Eqy. Allocation TRT
Shares held as of 2025-12-31: 3149 (value 2519; 0.00% of shares outstanding; change 0.00)
Holder of AUMB.V: John Hancock Variable Insurance Trust-Small Cap Index Trust
Shares held as of 2025-12-31: 5045 (value 4036; 0.00% of shares outstanding; change 0.00)
Holder of AUMB.V: John Hancock Varbl Insurance TRT-Strategic Eqy. Allocation TRT
Shares held as of 2026-03-31: 3149 (value 1952; 0.00% of shares outstanding; change 0.00)
Holder of AUMB.V: John Hancock Variable Insurance Trust-Small Cap Index Trust
Shares held as of 2026-03-31: 5045 (value 3127; 0.00% of shares outstanding; change 0.00)
Holder of AUMN.TO: Vanguard Extended Market Index Fund
Shares held as of 2024-09-30: 75719 (value 20822; 0.01% of shares outstanding; change 0.00)
Holder of AUNA: Global Opportunities Portfolio
Shares held as of 2026-01-31: 250000 (value 1282500; 0.01% of shares outstanding; change 0.00)
Holder of AUNA: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-03-31: 442896 (value 1838018; 0.01% of shares outstanding; change 0.00)
Holder of AUNA: Global Opportunities Portfolio
Shares held as of 2026-04-30: 559000 (value 2817359; 0.02% of shares outstanding; change 1.24)
Holder of AUNA: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-04-30: 442896 (value 2272056; 0.01% of shares outstanding; change 0.00)
Holder of AUNA: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 16899 (value 83312; 0.00% of shares outstanding; change -0.07)
Holder of AUNA: iShares Trust-iShares MSCI Peru and Global Exposure ETF
Shares held as of 2026-04-30: 1120560 (value 5748472; 0.04% of shares outstanding; change 0.00)
Holder of AUNA: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-05-31: 442896 (value 2232195; 0.01% of shares outstanding; change 0.00)
Holder of AUNA: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 16899 (value 85170; 0.00% of shares outstanding; change 0.00)
Holder of AUNA: iShares Trust-iShares MSCI Peru and Global Exposure ETF
Shares held as of 2026-05-31: 1102774 (value 5673772; 0.04% of shares outstanding; change -0.02)
Holder of AUNA: iShares Trust-iShares MSCI Peru and Global Exposure ETF
Shares held as of 2026-06-30: 1053698 (value 5310637; 0.04% of shares outstanding; change -0.04)
Holder of AUPH: Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET
Shares held as of 2026-01-31: 476560 (value 7844177; 0.00% of shares outstanding; change -0.20)
Holder of AUPH: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 300047 (value 4938773; 0.00% of shares outstanding; change 0.03)
Holder of AUPH: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 351360 (value 5783385; 0.00% of shares outstanding; change 1.00)
Holder of AUPH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1166104 (value 19194070; 0.01% of shares outstanding; change 0.01)
Holder of AUPH: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 591370 (value 9077529; 0.00% of shares outstanding; change 0.03)
Holder of AUPH: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 336741 (value 5168974; 0.00% of shares outstanding; change -0.01)
Holder of AUPH: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 874336 (value 13403570; 0.01% of shares outstanding; change -0.01)
Holder of AUPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2924803 (value 44837229; 0.02% of shares outstanding; change 0.01)
Holder of AUPH: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 300532 (value 4754416; 0.00% of shares outstanding; change 0.15)
Holder of AUPH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1178808 (value 18094703; 0.01% of shares outstanding; change 0.01)
Holder of AUPH: Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET
Shares held as of 2026-04-30: 539369 (value 8279314; 0.00% of shares outstanding; change 0.13)
Holder of AUPH: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 262204 (value 4024831; 0.00% of shares outstanding; change -0.13)
Holder of AUPH: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 351360 (value 5393376; 0.00% of shares outstanding; change 0.00)
Holder of AUPH: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 869388 (value 13466819; 0.01% of shares outstanding; change -0.01)
Holder of AUPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2810395 (value 43533017; 0.02% of shares outstanding; change -0.04)
Holder of AUPH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 978013 (value 15149421; 0.01% of shares outstanding; change 0.01)
Holder of AUPH: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 312828 (value 4845705; 0.00% of shares outstanding; change 0.04)
Holder of AUPH: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 867078 (value 13309647; 0.01% of shares outstanding; change 0.00)
Holder of AUPH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2853852 (value 43806629; 0.02% of shares outstanding; change 0.02)
Holder of AUPH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 976690 (value 14992191; 0.01% of shares outstanding; change 0.00)
Holder of AUPH: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 321869 (value 4940689; 0.00% of shares outstanding; change 0.03)
Holder of AUR: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 157234598 (value 1154101973; 0.10% of shares outstanding; change 0.04)
Holder of AUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 36212290 (value 265798214; 0.02% of shares outstanding; change 0.07)
Holder of AUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 23360329 (value 171464818; 0.01% of shares outstanding; change 1.00)
Holder of AUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 50450495 (value 370306640; 0.03% of shares outstanding; change 0.13)
Holder of AUR: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 24873801 (value 147999111; 0.02% of shares outstanding; change 0.03)
Holder of AUR: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 19763427 (value 117592386; 0.01% of shares outstanding; change 0.00)
Holder of AUR: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 80380571 (value 478264382; 0.05% of shares outstanding; change 0.00)
Holder of AUR: JNL Series Trust-JNL/T. Rowe Price Capital Appreciation Fund
Shares held as of 2026-03-31: 36044382 (value 214464066; 0.02% of shares outstanding; change 0.02)
Holder of AUR: MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO
Shares held as of 2026-03-31: 24453467 (value 145498123; 0.01% of shares outstanding; change -0.04)
Holder of AUR: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 160323446 (value 953924473; 0.10% of shares outstanding; change 0.02)
Holder of AUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 37836790 (value 225128893; 0.02% of shares outstanding; change 0.04)
Holder of AUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 24094512 (value 143362341; 0.01% of shares outstanding; change 0.03)
Holder of AUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 52265959 (value 310982446; 0.03% of shares outstanding; change 0.04)
Holder of AUR: Voya Investors TRT-VY(R) T. Rowe Price Capital Appreciation PORT.
Shares held as of 2026-03-31: 16361224 (value 103239322; 0.01% of shares outstanding; change 0.01)
Holder of AUR: Voya Investors TRT-VY(R) T. Rowe Price Capital Appreciation PORT.
Shares held as of 2026-04-30: 16496410 (value 100050727; 0.01% of shares outstanding; change 0.01)
Holder of AUR: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 16573341 (value 98611375; 0.01% of shares outstanding; change 1.00)
Holder of AURA: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 255721 (value 1695430; 0.00% of shares outstanding; change -0.18)