speb/financial-data huggingface dataset:
Holder of CATX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 529641 (value 1541255; 0.00% of shares outstanding; change 0.01)
Holder of CATX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 4021351 (value 11702131; 0.04% of shares outstanding; change 1.11)
Holder of CATY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 732752 (value 42250480; 0.01% of shares outstanding; change -0.01)
Holder of CATY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1465865 (value 84521775; 0.02% of shares outstanding; change -0.06)
Holder of CATY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 945710 (value 54529638; 0.01% of shares outstanding; change -0.05)
Holder of CATY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2072556 (value 119503578; 0.03% of shares outstanding; change 0.03)
Holder of CATY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 863702 (value 51036151; 0.01% of shares outstanding; change -0.07)
Holder of CATY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 651595 (value 38502748; 0.01% of shares outstanding; change 0.01)
Holder of CATY: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 2104343 (value 132405257; 0.03% of shares outstanding; change 0.06)
Holder of CATY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 748197 (value 47076553; 0.01% of shares outstanding; change 0.02)
Holder of CATY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1470656 (value 92533672; 0.02% of shares outstanding; change 0.00)
Holder of CATY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 937369 (value 58979255; 0.01% of shares outstanding; change -0.01)
Holder of CATY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2036064 (value 128109143; 0.03% of shares outstanding; change -0.02)
Holder of CATY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1606796 (value 92647857; 0.02% of shares outstanding; change -0.01)
Holder of CATY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1471550 (value 85673642; 0.02% of shares outstanding; change 0.07)
Holder of CATY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 863702 (value 54344128; 0.01% of shares outstanding; change 0.00)
Holder of CATY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4069861 (value 240488087; 0.06% of shares outstanding; change 0.01)
Holder of CATY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1538340 (value 95853967; 0.02% of shares outstanding; change -0.04)
Holder of CATY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1579386 (value 98411543; 0.02% of shares outstanding; change 0.07)
Holder of CATY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4080360 (value 256736243; 0.06% of shares outstanding; change 0.00)
Holder of CATY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1552968 (value 97712743; 0.02% of shares outstanding; change 0.01)
Holder of CATY: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 643400 (value 40482726; 0.01% of shares outstanding; change 0.02)
Holder of CATY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1678567 (value 105615432; 0.03% of shares outstanding; change 0.06)
Holder of CAVA: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2025-12-31: 1444051 (value 112145005; 0.01% of shares outstanding; change -0.11)
Holder of CAVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1076569 (value 83606352; 0.01% of shares outstanding; change 0.01)
Holder of CAVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1263895 (value 98154090; 0.01% of shares outstanding; change -0.03)
Holder of CAVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2235103 (value 173578107; 0.02% of shares outstanding; change -0.04)
Holder of CAVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3115062 (value 241915726; 0.03% of shares outstanding; change 0.00)
Holder of CAVA: Franklin Strategic Series-FRANKLIN SMALL-MID CAP GROWTH FUND
Shares held as of 2026-01-31: 851209 (value 75910818; 0.01% of shares outstanding; change 0.15)
Holder of CAVA: AB Large Cap Growth Fund Inc
Shares held as of 2026-03-31: 1725411 (value 156995143; 0.01% of shares outstanding; change 0.25)
Holder of CAVA: AMCAP FUND
Shares held as of 2026-03-31: 3602776 (value 223408133; 0.03% of shares outstanding; change 0.00)
Holder of CAVA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 5808148 (value 360163247; 0.05% of shares outstanding; change -0.17)
Holder of CAVA: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2026-03-31: 1368251 (value 84845242; 0.01% of shares outstanding; change -0.05)
Holder of CAVA: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 831390 (value 51554492; 0.01% of shares outstanding; change 0.57)
Holder of CAVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1113581 (value 69053155; 0.01% of shares outstanding; change 0.03)
Holder of CAVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1277421 (value 79212874; 0.01% of shares outstanding; change 0.01)
Holder of CAVA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2280885 (value 141437675; 0.02% of shares outstanding; change 0.02)
Holder of CAVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3142630 (value 194874481; 0.03% of shares outstanding; change 0.01)
Holder of CAVA: AB Large Cap Growth Fund Inc
Shares held as of 2026-04-30: 1194336 (value 91820548; 0.01% of shares outstanding; change -0.31)
Holder of CAVA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3367400 (value 300304733; 0.03% of shares outstanding; change 0.02)
Holder of CAVA: AB Large Cap Growth Fund Inc
Shares held as of 2026-05-31: 1194336 (value 74060773; 0.01% of shares outstanding; change 0.00)
Holder of CAVA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3383858 (value 209833028; 0.03% of shares outstanding; change 0.00)
Holder of CAVEN.OL: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2025-07-31: 5897 (value 35382; 0.00% of shares outstanding; change 0.00)
Holder of CB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9228979 (value 2876949725; 0.02% of shares outstanding; change 0.01)
Holder of CB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11124646 (value 3467886019; 0.03% of shares outstanding; change -0.07)
Holder of CB: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 7316195 (value 2366057418; 0.02% of shares outstanding; change 0.05)
Holder of CB: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund
Shares held as of 2026-01-31: 3256611 (value 1053187977; 0.01% of shares outstanding; change -0.12)
Holder of CB: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 3019910 (value 1086412622; 0.01% of shares outstanding; change -0.03)
Holder of CB: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 3027669 (value 1089203922; 0.01% of shares outstanding; change -0.06)
Holder of CB: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 2891756 (value 1040309221; 0.01% of shares outstanding; change 0.34)
Holder of CB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4645032 (value 1447995876; 0.01% of shares outstanding; change 0.00)
Holder of CB: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9241840 (value 3324751940; 0.02% of shares outstanding; change 0.00)
Holder of CB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11175519 (value 4020392960; 0.03% of shares outstanding; change 0.00)
Holder of CB: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3255621 (value 1171209654; 0.01% of shares outstanding; change 0.00)
Holder of CB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4661047 (value 1507382571; 0.01% of shares outstanding; change 0.00)
Holder of CB: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 7316195 (value 2632001151; 0.02% of shares outstanding; change 0.00)
Holder of CB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4342402 (value 1424915855; 0.01% of shares outstanding; change 0.03)
Holder of CB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4704597 (value 1699159361; 0.01% of shares outstanding; change 0.01)
Holder of CB: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4654578 (value 1674484435; 0.01% of shares outstanding; change 0.00)
Holder of CB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4384815 (value 1557003942; 0.01% of shares outstanding; change 0.01)
Holder of CB: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4791941 (value 1723900774; 0.01% of shares outstanding; change 0.02)
Holder of CB: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4359572 (value 1568356027; 0.01% of shares outstanding; change -0.01)
Holder of CB1A.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 2149685 (value 251513145; 0.01% of shares outstanding; change 0.15)
Holder of CB1A.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 5051063 (value 580872245; 0.03% of shares outstanding; change 0.46)
Holder of CB1A.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 2084138 (value 243844146; 0.01% of shares outstanding; change 0.00)
Holder of CB1A.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2933924 (value 337401260; 0.02% of shares outstanding; change -0.16)
Holder of CB1A.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3568084 (value 410329660; 0.02% of shares outstanding; change 0.00)
Holder of CB1A.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2995558 (value 344489170; 0.02% of shares outstanding; change -0.02)
Holder of CB1A.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4407571 (value 506870665; 0.03% of shares outstanding; change 0.00)
Holder of CB1A.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 4333671 (value 507039507; 0.03% of shares outstanding; change -0.12)
Holder of CB1A.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 2149685 (value 247213775; 0.01% of shares outstanding; change 0.00)
Holder of CB1A.DE: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 2071460 (value 242360820; 0.01% of shares outstanding; change -0.02)
Holder of CB1A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1816559 (value 212537403; 0.01% of shares outstanding; change 0.01)
Holder of CB1A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1850343 (value 212789445; 0.01% of shares outstanding; change 0.02)
Holder of CB1A.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 2084138 (value 239675870; 0.01% of shares outstanding; change 0.00)
Holder of CB1A.DE: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 1932361 (value 222221515; 0.01% of shares outstanding; change -0.04)
Holder of CB1A.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 3584968 (value 412271320; 0.02% of shares outstanding; change 0.00)
Holder of CBA.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 15784027 (value 2577531657; 0.01% of shares outstanding; change 0.02)
Holder of CBA.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 4768373 (value 774383746; 0.00% of shares outstanding; change 0.04)
Holder of CBA.AX: TIAA-CREF Funds-Nuveen International Equity Index Fund
Shares held as of 2026-01-31: 2681501 (value 435475746; 0.00% of shares outstanding; change -0.02)
Holder of CBA.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 3708276 (value 602223999; 0.00% of shares outstanding; change 0.02)
Holder of CBA.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 24435174 (value 3935773655; 0.01% of shares outstanding; change 0.01)
Holder of CBA.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 3582549 (value 623470998; 0.00% of shares outstanding; change 0.02)
Holder of CBA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 6156712 (value 1005391088; 0.00% of shares outstanding; change 0.01)
Holder of CBA.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 3000977 (value 490059553; 0.00% of shares outstanding; change -0.03)
Holder of CBA.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 16164972 (value 2813190057; 0.01% of shares outstanding; change 0.02)
Holder of CBA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 6230018 (value 1003469044; 0.00% of shares outstanding; change 0.01)
Holder of CBA.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 3177293 (value 511766606; 0.00% of shares outstanding; change 0.06)
Holder of CBA.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 4845572 (value 843274889; 0.00% of shares outstanding; change 0.02)
Holder of CBA.AX: TIAA-CREF Funds-Nuveen International Equity Index Fund
Shares held as of 2026-04-30: 2618246 (value 455653348; 0.00% of shares outstanding; change -0.02)
Holder of CBA.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 3856424 (value 671133464; 0.00% of shares outstanding; change 0.04)
Holder of CBA.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 24449612 (value 4254965946; 0.01% of shares outstanding; change 0.00)
Holder of CBA.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 11924135 (value 1977856214; 0.01% of shares outstanding; change 0.01)
Holder of CBA.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 5830613 (value 946891515; 0.00% of shares outstanding; change 0.01)
Holder of CBA.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 6295740 (value 1095647624; 0.00% of shares outstanding; change 0.01)
Holder of CBA.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 3205206 (value 557801996; 0.00% of shares outstanding; change 0.01)
Holder of CBA.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 12300903 (value 2140726134; 0.01% of shares outstanding; change 0.03)
Holder of CBA.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 5975281 (value 1039878145; 0.00% of shares outstanding; change 0.03)
Holder of CBAN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 191030 (value 3782393; 0.01% of shares outstanding; change -0.05)
Holder of CBAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 542874 (value 10748904; 0.03% of shares outstanding; change 0.00)
Holder of CBAN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 132716 (value 2728640; 0.01% of shares outstanding; change 0.00)
Holder of CBAN: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 217534 (value 4750942; 0.01% of shares outstanding; change -0.03)
Holder of CBAN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 163281 (value 3357057; 0.01% of shares outstanding; change 0.01)
Holder of CBAN: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 145899 (value 3081387; 0.01% of shares outstanding; change 0.00)
Holder of CBAN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 243141 (value 5310199; 0.01% of shares outstanding; change 0.27)
Holder of CBAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 696674 (value 15215360; 0.03% of shares outstanding; change 0.28)
Holder of CBAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 463354 (value 9174408; 0.02% of shares outstanding; change 0.04)
Holder of CBAN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 174189 (value 3448942; 0.01% of shares outstanding; change 0.24)
Holder of CBAN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 384809 (value 7888584; 0.02% of shares outstanding; change 0.03)
Holder of CBAN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 153825 (value 3359538; 0.01% of shares outstanding; change 0.16)
Holder of CBAN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 200402 (value 4376779; 0.01% of shares outstanding; change 0.23)
Holder of CBAN: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 145899 (value 2951536; 0.01% of shares outstanding; change 0.00)
Holder of CBAN: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 125957 (value 2660211; 0.01% of shares outstanding; change -0.15)
Holder of CBAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 445194 (value 9006274; 0.02% of shares outstanding; change -0.04)
Holder of CBAN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 172194 (value 3483484; 0.01% of shares outstanding; change -0.01)
Holder of CBAN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 401320 (value 7942123; 0.02% of shares outstanding; change 0.04)
Holder of CBAN: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 145899 (value 3186434; 0.01% of shares outstanding; change 0.00)
Holder of CBAN: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 125957 (value 2492689; 0.01% of shares outstanding; change 0.00)
Holder of CBAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 462219 (value 10094863; 0.02% of shares outstanding; change 0.04)
Holder of CBAN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 181829 (value 3971145; 0.01% of shares outstanding; change 0.06)
Holder of CBAN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 399912 (value 8734078; 0.02% of shares outstanding; change 0.00)
Holder of CBAN: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 125957 (value 2750900; 0.01% of shares outstanding; change 0.00)
Holder of CBAT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 472010 (value 339847; 0.01% of shares outstanding; change 0.08)
Holder of CBAT: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 285000 (value 148912; 0.00% of shares outstanding; change 0.00)
Holder of CBAT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 501807 (value 262194; 0.01% of shares outstanding; change 0.06)
Holder of CBAT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 53154 (value 38270; 0.00% of shares outstanding; change 0.00)
Holder of CBAT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 53154 (value 27772; 0.00% of shares outstanding; change 0.00)
Holder of CBC: ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
Shares held as of 2025-12-31: 860345 (value 24433797; 0.01% of shares outstanding; change 1.00)
Holder of CBC: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 807346 (value 22928626; 0.01% of shares outstanding; change 1.00)
Holder of CBC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 597491 (value 16867170; 0.01% of shares outstanding; change 1.00)
Holder of CBC: Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund
Shares held as of 2026-02-28: 309800 (value 9411723; 0.00% of shares outstanding; change 0.00)
Holder of CBC: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 526400 (value 14860271; 0.01% of shares outstanding; change 0.27)
Holder of CBC: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 416100 (value 11746502; 0.01% of shares outstanding; change 0.23)
Holder of CBC: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 483000 (value 13635089; 0.01% of shares outstanding; change 0.00)
Holder of CBC: MFS SERIES TRUST XIII-MFS New Discovery Value Fund
Shares held as of 2026-02-28: 883894 (value 28319964; 0.01% of shares outstanding; change -0.98)
Holder of CBC: ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN SMALL COMPANY FUND
Shares held as of 2026-03-31: 670000 (value 21466800; 0.01% of shares outstanding; change -0.22)
Holder of CBC: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 700000 (value 19879999; 0.01% of shares outstanding; change -0.10)
Holder of CBC: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 700000 (value 22428000; 0.01% of shares outstanding; change -0.10)
Holder of CBC: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 508379 (value 16288463; 0.01% of shares outstanding; change 0.04)
Holder of CBC: T. Rowe Price Financial Services Fund, Inc.
Shares held as of 2026-03-31: 335381 (value 10745607; 0.01% of shares outstanding; change 0.36)
Holder of CBC: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 804465 (value 25775059; 0.01% of shares outstanding; change 0.00)
Holder of CBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 377678 (value 12100803; 0.01% of shares outstanding; change 20.07)
Holder of CBC: Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund
Shares held as of 2026-04-30: 309800 (value 9473683; 0.00% of shares outstanding; change 0.00)
Holder of CBC: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 544600 (value 17448984; 0.01% of shares outstanding; change 0.03)
Holder of CBC: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 416100 (value 13331844; 0.01% of shares outstanding; change 0.00)
Holder of CBC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 891546 (value 28565134; 0.01% of shares outstanding; change 1.00)
Holder of CBFV: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 36840 (value 1257349; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 48032 (value 1721466; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 141499 (value 5071324; 0.03% of shares outstanding; change 0.00)
Holder of CBFV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 45682 (value 1690234; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 22451 (value 805990; 0.00% of shares outstanding; change 0.00)
Holder of CBFV: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 36840 (value 1322556; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 57155 (value 2144169; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 83544 (value 3134153; 0.02% of shares outstanding; change 0.00)
Holder of CBFV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 48032 (value 1724348; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 141499 (value 5079814; 0.03% of shares outstanding; change 0.00)
Holder of CBFV: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 29758 (value 1066526; 0.01% of shares outstanding; change 0.02)
Holder of CBFV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 89542 (value 3209185; 0.02% of shares outstanding; change 0.01)
Holder of CBFV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 39177 (value 1404103; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 45044 (value 1617079; 0.01% of shares outstanding; change -0.01)
Holder of CBFV: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 57155 (value 2175319; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 83544 (value 3186368; 0.02% of shares outstanding; change 0.00)
Holder of CBFV: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 30109 (value 1148357; 0.01% of shares outstanding; change 0.01)
Holder of CBFV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 86137 (value 3285265; 0.02% of shares outstanding; change -0.04)
Holder of CBFV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 38727 (value 1477047; 0.01% of shares outstanding; change -0.01)
Holder of CBFV: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 57155 (value 2051864; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 83544 (value 2999229; 0.02% of shares outstanding; change 0.00)
Holder of CBFV: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 30196 (value 1084036; 0.01% of shares outstanding; change 0.00)
Holder of CBFV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 86932 (value 3120858; 0.02% of shares outstanding; change 0.01)
Holder of CBFV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 39057 (value 1402146; 0.01% of shares outstanding; change 0.01)
Holder of CBG.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1392050 (value 628092976; 0.01% of shares outstanding; change 0.02)
Holder of CBG.L: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-01-31: 1819808 (value 737386223; 0.01% of shares outstanding; change 0.00)
Holder of CBG.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 799371 (value 323905138; 0.01% of shares outstanding; change 0.00)
Holder of CBG.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 970641 (value 440282763; 0.01% of shares outstanding; change 0.01)
Holder of CBG.L: Third Avenue Trust-THIRD AVENUE VALUE FUND
Shares held as of 2026-01-31: 3822516 (value 1733893280; 0.03% of shares outstanding; change 0.07)
Holder of CBG.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2164648 (value 877115396; 0.01% of shares outstanding; change 0.00)
Holder of CBG.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 3500000 (value 1587600021; 0.02% of shares outstanding; change 0.00)
Holder of CBG.L: RBB Fund, Inc.-Motley Fool Global Opportunities ETF
Shares held as of 2026-02-28: 1513834 (value 637021328; 0.01% of shares outstanding; change -0.05)
Holder of CBG.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1422155 (value 598442806; 0.01% of shares outstanding; change 0.02)
Holder of CBG.L: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 2500377 (value 1052158611; 0.02% of shares outstanding; change 0.37)
Holder of CBG.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 2468100 (value 1098798150; 0.02% of shares outstanding; change 0.02)
Holder of CBG.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 767162 (value 322821760; 0.01% of shares outstanding; change -0.04)
Holder of CBG.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 834967 (value 351354103; 0.01% of shares outstanding; change -0.14)
Holder of CBG.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 3500000 (value 1472799957; 0.02% of shares outstanding; change 0.00)
Holder of CBG.L: Third Avenue Trust-THIRD AVENUE VALUE FUND
Shares held as of 2026-04-30: 3976340 (value 1673243823; 0.03% of shares outstanding; change 0.04)
Holder of CBG.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2164648 (value 910883851; 0.01% of shares outstanding; change 0.00)
Holder of CBG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1039794 (value 406559454; 0.01% of shares outstanding; change 0.09)
Holder of CBG.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 2608081 (value 1019759671; 0.02% of shares outstanding; change 0.06)
Holder of CBG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1046944 (value 440554022; 0.01% of shares outstanding; change 0.01)
Holder of CBG.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 2751934 (value 1158013793; 0.02% of shares outstanding; change 0.06)
Holder of CBGB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 852782 (value 96449642; 0.01% of shares outstanding; change 0.00)
Holder of CBGB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1324386 (value 149788054; 0.01% of shares outstanding; change -0.01)
Holder of CBGB.DE: Capital Income Builder
Shares held as of 2026-03-31: 501497 (value 56719309; 0.01% of shares outstanding; change -0.27)
Holder of CBGB.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 814982 (value 101261513; 0.01% of shares outstanding; change 0.00)
Holder of CBGB.DE: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 712994 (value 88589504; 0.01% of shares outstanding; change 0.17)
Holder of CBGB.DE: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-03-31: 1477872 (value 179635346; 0.01% of shares outstanding; change 0.42)
Holder of CBGB.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 2736605 (value 332634346; 0.03% of shares outstanding; change -0.04)
Holder of CBGB.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3768908 (value 426263489; 0.04% of shares outstanding; change 0.00)
Holder of CBGB.DE: New World Fund Inc
Shares held as of 2026-03-31: 1114195 (value 126015452; 0.01% of shares outstanding; change 0.00)
Holder of CBGB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 874542 (value 106300582; 0.01% of shares outstanding; change 0.03)
Holder of CBGB.DE: Capital Income Builder
Shares held as of 2026-04-30: 501497 (value 62311002; 0.01% of shares outstanding; change 0.00)
Holder of CBGB.DE: New World Fund Inc
Shares held as of 2026-04-30: 852384 (value 105908712; 0.01% of shares outstanding; change -0.24)
Holder of CBGB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1321682 (value 160650451; 0.01% of shares outstanding; change 0.00)
Holder of CBGB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 663035 (value 74989257; 0.01% of shares outstanding; change 0.01)
Holder of CBGB.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 353582 (value 42977893; 0.00% of shares outstanding; change 0.01)
Holder of CBGB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 668884 (value 81302852; 0.01% of shares outstanding; change 0.01)
Holder of CBGB.DE: Capital Income Builder
Shares held as of 2026-06-30: 501497 (value 60956961; 0.01% of shares outstanding; change 0.00)
Holder of CBGB.DE: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-06-30: 712994 (value 86664422; 0.01% of shares outstanding; change 0.00)
Holder of CBGB.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 3297866 (value 400855622; 0.03% of shares outstanding; change -0.13)
Holder of CBGB.DE: New World Fund Inc
Shares held as of 2026-06-30: 674710 (value 82011002; 0.01% of shares outstanding; change -0.21)
Holder of CBHD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1266369 (value 65597913; 0.01% of shares outstanding; change 0.02)
Holder of CBHD.DE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-01-31: 765038 (value 39628967; 0.00% of shares outstanding; change -0.10)
Holder of CBHD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1959405 (value 101497177; 0.01% of shares outstanding; change 0.01)
Holder of CBHD.DE: BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund
Shares held as of 2026-02-28: 973000 (value 52833899; 0.00% of shares outstanding; change -0.01)
Holder of CBHD.DE: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 2233537 (value 121281057; 0.01% of shares outstanding; change 1.00)
Holder of CBHD.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 463867 (value 24028310; 0.00% of shares outstanding; change 0.01)
Holder of CBHD.DE: JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund
Shares held as of 2026-03-31: 555111 (value 30142526; 0.00% of shares outstanding; change 0.00)
Holder of CBHD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1297742 (value 70467389; 0.01% of shares outstanding; change 0.02)
Holder of CBHD.DE: Baird Funds Inc-Baird Chautauqua International Growth Fund
Shares held as of 2026-04-30: 522626 (value 28378591; 0.00% of shares outstanding; change 0.01)
Holder of CBHD.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 325417 (value 17670142; 0.00% of shares outstanding; change -0.03)
Holder of CBHD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1955939 (value 106207486; 0.01% of shares outstanding; change 0.00)
Holder of CBHD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 887912 (value 45993840; 0.00% of shares outstanding; change 0.02)
Holder of CBHD.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 441185 (value 22853382; 0.00% of shares outstanding; change 0.02)
Holder of CBHD.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 474352 (value 25757313; 0.00% of shares outstanding; change 0.01)
Holder of CBHD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 886604 (value 48142596; 0.00% of shares outstanding; change 0.01)
Holder of CBHD.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 441185 (value 23956345; 0.00% of shares outstanding; change 0.02)
Holder of CBIO: T. ROWE PRICE Eqy. SERIES, INC.-T. Rowe Price Health Sciences PORT.
Shares held as of 2025-12-31: 17631 (value 364080; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 255639 (value 4601502; 0.01% of shares outstanding; change -0.16)
Holder of CBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 81936 (value 1691978; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 407246 (value 8409629; 0.01% of shares outstanding; change -0.21)
Holder of CBIO: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 251090 (value 5185008; 0.01% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 45521 (value 819378; 0.00% of shares outstanding; change 0.14)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 292679 (value 5268222; 0.01% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 103831 (value 1868958; 0.00% of shares outstanding; change -0.01)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 69195 (value 1245510; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 113421 (value 2041578; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: T. ROWE PRICE Eqy. SERIES, INC.-T. Rowe Price Health Sciences PORT.
Shares held as of 2026-03-31: 17631 (value 311892; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 221065 (value 3603359; 0.01% of shares outstanding; change -0.14)
Holder of CBIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 81936 (value 1335556; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 698846 (value 11391189; 0.03% of shares outstanding; change 0.72)
Holder of CBIO: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 251090 (value 4441782; 0.01% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 45355 (value 802329; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 292679 (value 5268222; 0.01% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 103498 (value 1862964; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 69195 (value 1245510; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 518531 (value 8452054; 0.02% of shares outstanding; change 1.00)
Holder of CBIO: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 239807 (value 3908853; 0.01% of shares outstanding; change 1.00)
Holder of CBIO: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 113421 (value 2041578; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 251090 (value 4092766; 0.01% of shares outstanding; change -0.28)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 292679 (value 4770667; 0.01% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 103161 (value 1681524; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 69195 (value 1127878; 0.00% of shares outstanding; change 0.00)
Holder of CBIO: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 113421 (value 1848762; 0.00% of shares outstanding; change 0.00)
Holder of CBK: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 266260 (value 7918572; 0.02% of shares outstanding; change 1.00)
Holder of CBK: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 405718 (value 12066053; 0.03% of shares outstanding; change 1.00)
Holder of CBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 79018 (value 2282829; 0.01% of shares outstanding; change 1.00)
Holder of CBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 242000 (value 6991379; 0.02% of shares outstanding; change 1.00)
Holder of CBK: Putnam Investment Funds-Putnam Small Cap Value Fund
Shares held as of 2026-02-28: 70041 (value 2319057; 0.01% of shares outstanding; change 0.00)
Holder of CBK: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 285521 (value 9453600; 0.02% of shares outstanding; change 0.07)
Holder of CBK: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 289649 (value 9590278; 0.02% of shares outstanding; change -0.19)
Holder of CBK: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 441863 (value 14630084; 0.03% of shares outstanding; change 0.09)
Holder of CBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 79018 (value 2616286; 0.01% of shares outstanding; change 0.00)
Holder of CBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 242000 (value 8012620; 0.02% of shares outstanding; change 0.00)
Holder of CBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 145969 (value 4217044; 0.01% of shares outstanding; change 0.19)
Holder of CBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 54570 (value 1576527; 0.00% of shares outstanding; change 0.00)
Holder of CBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 63676 (value 1893724; 0.00% of shares outstanding; change 0.25)
Holder of CBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 66402 (value 2198570; 0.00% of shares outstanding; change 0.34)
Holder of CBK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 88278 (value 2717196; 0.01% of shares outstanding; change 0.00)
Holder of CBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 140294 (value 4685819; 0.01% of shares outstanding; change -0.04)
Holder of CBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 53940 (value 1691558; 0.00% of shares outstanding; change -0.01)
Holder of CBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 87670 (value 2928178; 0.01% of shares outstanding; change 0.38)
Holder of CBK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 88278 (value 2922001; 0.01% of shares outstanding; change 0.00)
Holder of CBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 141619 (value 4689005; 0.01% of shares outstanding; change 0.01)
Holder of CBK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 108369 (value 3588097; 0.01% of shares outstanding; change 0.24)
Holder of CBK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 88278 (value 2922884; 0.01% of shares outstanding; change 0.00)
Holder of CBK.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6363028 (value 235304772; 0.01% of shares outstanding; change -0.08)
Holder of CBK.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1576057 (value 58282587; 0.00% of shares outstanding; change 0.00)
Holder of CBK.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 2583286 (value 95529915; 0.00% of shares outstanding; change -0.11)
Holder of CBK.DE: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-01-31: 1603528 (value 59298464; 0.00% of shares outstanding; change 0.10)
Holder of CBK.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 1680672 (value 62151249; 0.00% of shares outstanding; change -0.09)
Holder of CBK.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1494559 (value 55268791; 0.00% of shares outstanding; change -0.08)
Holder of CBK.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9866271 (value 364854697; 0.01% of shares outstanding; change -0.09)
Holder of CBK.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 2696226 (value 99706436; 0.00% of shares outstanding; change 0.01)
Holder of CBK.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6516222 (value 239666637; 0.01% of shares outstanding; change 0.02)
Holder of CBK.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1576057 (value 57967374; 0.00% of shares outstanding; change 0.00)
Holder of CBK.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 2497525 (value 91858966; 0.00% of shares outstanding; change -0.03)
Holder of CBK.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 1543096 (value 56755068; 0.00% of shares outstanding; change 0.27)
Holder of CBK.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 1639348 (value 60295217; 0.00% of shares outstanding; change -0.02)
Holder of CBK.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1555020 (value 57193633; 0.00% of shares outstanding; change 0.04)
Holder of CBK.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9853426 (value 362408996; 0.01% of shares outstanding; change 0.00)
Holder of CBK.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5555102 (value 205427669; 0.01% of shares outstanding; change 0.00)
Holder of CBK.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 2552504 (value 94391596; 0.00% of shares outstanding; change 0.01)
Holder of CBK.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 2757323 (value 101414336; 0.00% of shares outstanding; change 0.01)
Holder of CBK.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4893928 (value 179998665; 0.00% of shares outstanding; change -0.12)